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
Jennifer Otero Jennifer Otero's Bank of America Experience August 2015 - Present
Job Freelance Writer/Editor
Industry Writing and Editing
Experience
Bank of America August 2015 - Present
N2 Publishing August 2014 - February 2015
Estate Living 2015 - 2015
Behind the Gates 2015 - 2015
Estate Living 2015 - 2015
Behind the Gates 2015 - 2015
Behind the Gates 2015 - 2015
Huntington Learning Center September 2012 - July 2014
Skills
Tutoring, Administration, Curriculum Design, Lesson Planning, Physics, Classroom, Event Planning, Higher Education, Teaching, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Networking, Time Management
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Arts (BA), Political Science and Government
Appalachian State University 2009 — 2011
Political Science and Government
Bank of America August 2015 - Present
N2 Publishing August 2014 - February 2015
Estate Living 2015 - 2015
Behind the Gates 2015 - 2015
Estate Living 2015 - 2015
Behind the Gates 2015 - 2015
Behind the Gates 2015 - 2015
Huntington Learning Center September 2012 - July 2014
Skills
Tutoring, Administration, Curriculum Design, Lesson Planning, Physics, Classroom, Event Planning, Higher Education, Teaching, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Social Networking, Time Management
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Arts (BA), Political Science and Government
Appalachian State University 2009 — 2011
Political Science and Government
Holly Mottern Holly Mottern's Bank of America Experience April 2012 - October 2014
Job Compliance Consultant at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities October 2014 - Present
Bank of America April 2012 - October 2014
Willson Jones Carter & Baxley, PA December 2010 - April 2012
Capua Law Firm, PA – a Complex Business Litigation Firm January 2010 - August 2010
Trial Court Administration Office 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Management, Legal Writing, Editing, Event Planning, Research, PowerPoint, Customer Service, Time Management, Marketing, Public Speaking, Microsoft Word, Social Media, Outlook, Social Networking, Event Management, Data Entry, Fundraising, Community Outreach, Training, Access, Office Management, Analysis, Government, Interviews, Leadership, Nonprofits, Human Resources, Policy, Organizational..., Visio, Recruiting, Software Documentation, SharePoint, Onboarding, Team Building, Teamwork, Process Scheduler, Notary Public, Employee Relations, Budgets, Customer Satisfaction, Team Leadership, Critical Thinking, Sales, Leadership Development, Risk Management, Coaching, Lexis
Education
Appalachian State University 2006 — 2010
B.S, Political Science
Wells Fargo Securities October 2014 - Present
Bank of America April 2012 - October 2014
Willson Jones Carter & Baxley, PA December 2010 - April 2012
Capua Law Firm, PA – a Complex Business Litigation Firm January 2010 - August 2010
Trial Court Administration Office 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Management, Legal Writing, Editing, Event Planning, Research, PowerPoint, Customer Service, Time Management, Marketing, Public Speaking, Microsoft Word, Social Media, Outlook, Social Networking, Event Management, Data Entry, Fundraising, Community Outreach, Training, Access, Office Management, Analysis, Government, Interviews, Leadership, Nonprofits, Human Resources, Policy, Organizational..., Visio, Recruiting, Software Documentation, SharePoint, Onboarding, Team Building, Teamwork, Process Scheduler, Notary Public, Employee Relations, Budgets, Customer Satisfaction, Team Leadership, Critical Thinking, Sales, Leadership Development, Risk Management, Coaching, Lexis
Education
Appalachian State University 2006 — 2010
B.S, Political Science
Ellen Morgan Deuink Ellen Morgan Deuink's Bank of America Experience July 2015 - Present
Job Liquidity Risk Sr. Analyst at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America June 2013 - July 2015
Appalachian State University August 2012 - May 2013
Bowden Investment Group August 2012 - May 2013
Chartered Financial Analyst Institute Research Challenge September 2012 - March 2013
Bank of America June 2012 - August 2012
Appalachian State University April 2010 - May 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Financial Analysis, Research, Microsoft Word, Event Planning, Leadership, Social Media, Social Networking
Education
Appalachian State University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Banking
Appalachian State University 2009 — 2013
Finance, General
Bank of America July 2015 - Present
Bank of America June 2013 - July 2015
Appalachian State University August 2012 - May 2013
Bowden Investment Group August 2012 - May 2013
Chartered Financial Analyst Institute Research Challenge September 2012 - March 2013
Bank of America June 2012 - August 2012
Appalachian State University April 2010 - May 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Financial Analysis, Research, Microsoft Word, Event Planning, Leadership, Social Media, Social Networking
Education
Appalachian State University 2009 — 2013
Bachelor of Science in Business Administration, Finance & Banking
Appalachian State University 2009 — 2013
Finance, General
Jake Wiesehan Jake Wiesehan's Bank of America Experience September 2011 - October 2012
Job Global Sourcing Manager at Ballantyne Brands LLC
Industry Consumer Electronics
Experience
Ballantyne Brands LLC October 2012 - Present
Bank of America September 2011 - October 2012
Skills
Forecasting, Competitive Analysis, Process Improvement, Cross-functional Team..., Vendor Management, Inventory Management, Sales, Social Media, Time Management
Education
Appalachian State University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Ballantyne Brands LLC October 2012 - Present
Bank of America September 2011 - October 2012
Skills
Forecasting, Competitive Analysis, Process Improvement, Cross-functional Team..., Vendor Management, Inventory Management, Sales, Social Media, Time Management
Education
Appalachian State University 2007 — 2011
Bachelor of Business Administration (BBA), Marketing
Don Melville's Bank of America Experience August 2014 - Present
Job Mortgage Loan Officer at Bank of America NMLS #601543
Industry Financial Services
Experience
Bank of America August 2014 - Present
Chase May 2006 - December 2013
BB&T May 1999 - February 2006
Skills
Sales, Marketing, Strategic Planning, Customer Service, Microsoft Excel, Banking, Real Estate, Mortgage Banking, Team Building, Sales Management, Mortgage Lending, Finance, Leadership, Selling, Loans, Training
Education
Appalachian State University 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Bank of America August 2014 - Present
Chase May 2006 - December 2013
BB&T May 1999 - February 2006
Skills
Sales, Marketing, Strategic Planning, Customer Service, Microsoft Excel, Banking, Real Estate, Mortgage Banking, Team Building, Sales Management, Mortgage Lending, Finance, Leadership, Selling, Loans, Training
Education
Appalachian State University 1996 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Janine Winn Janine Winn's Bank of America Experience May 2009 - December 2011
Job Field Trip Coordinator
Industry Transportation/Trucking/Railroad
Experience
Leander ISD July 2015 - Present
Leander ISD December 2014 - Present
SCANA Corporation December 2013 - June 2014
BI-LO September 2013 - November 2013
Berkeley County Schools 2012 - 2013
Bank of America May 2009 - December 2011
Skills
Credit, Microsoft Office, Public Speaking, Microsoft Word, Banking, Microsoft Excel, Customer Service, Training, Retail Banking, Data Entry, Event Planning, Nonprofits, Sales, Relationship Management, Leadership
Education
Liberty University 2005 — 2008
Master of Arts (M.A.), Counseling Psychology
Appalachian State University 1986 — 1990
Bachelor of Science (BS), Elementary Education and Teaching
Leander ISD July 2015 - Present
Leander ISD December 2014 - Present
SCANA Corporation December 2013 - June 2014
BI-LO September 2013 - November 2013
Berkeley County Schools 2012 - 2013
Bank of America May 2009 - December 2011
Skills
Credit, Microsoft Office, Public Speaking, Microsoft Word, Banking, Microsoft Excel, Customer Service, Training, Retail Banking, Data Entry, Event Planning, Nonprofits, Sales, Relationship Management, Leadership
Education
Liberty University 2005 — 2008
Master of Arts (M.A.), Counseling Psychology
Appalachian State University 1986 — 1990
Bachelor of Science (BS), Elementary Education and Teaching
Katie Lankford Beucus's Bank of America Experience February 2014 - Present
Job AVP, Operations MBA Program at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America June 2013 - August 2013
First Citizens Bank May 2011 - May 2013
The Marywood Palm Valley School August 2010 - December 2010
Education
Appalachian State University 2012 — 2013
Master of Business Administration (MBA), International Business
California State University-Hayward - School of Business and Economics 2006 — 2011
Bachelor of Science in Business Administration, Finance, Corporate Management
Bank of America February 2014 - Present
Bank of America June 2013 - August 2013
First Citizens Bank May 2011 - May 2013
The Marywood Palm Valley School August 2010 - December 2010
Education
Appalachian State University 2012 — 2013
Master of Business Administration (MBA), International Business
California State University-Hayward - School of Business and Economics 2006 — 2011
Bachelor of Science in Business Administration, Finance, Corporate Management
Jaime Austin Sullivan Jaime Austin Sullivan's Bank of America Experience September 2005 - February 2007
Job Analyst
Industry Financial Services
Experience
Partners Behavioral Health Management November 2013 - Present
Bank of America September 2005 - February 2007
Appalachian State University August 2003 - May 2005
South Caldwell High School January 2002 - June 2003
Yale University School of Medicine July 2000 - June 2001
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Statistics, PowerPoint, Financial Analysis, Research, Public Speaking, Analysis, Risk Management, Banking, Accounting, Finance, Business Analysis
Education
Appalachian State University 2003 — 2005
Master of Business Administration (MBA), Finance, General, GPA: 4.0
Appalachian State University 1996 — 2000
Bachelor of Science (BS), Biochemistry, GPA: 3.99
Partners Behavioral Health Management November 2013 - Present
Bank of America September 2005 - February 2007
Appalachian State University August 2003 - May 2005
South Caldwell High School January 2002 - June 2003
Yale University School of Medicine July 2000 - June 2001
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Microsoft Word, Statistics, PowerPoint, Financial Analysis, Research, Public Speaking, Analysis, Risk Management, Banking, Accounting, Finance, Business Analysis
Education
Appalachian State University 2003 — 2005
Master of Business Administration (MBA), Finance, General, GPA: 4.0
Appalachian State University 1996 — 2000
Bachelor of Science (BS), Biochemistry, GPA: 3.99
John Helfert's Bank of America Experience September 2013 - March 2014
Job Senior Engineer at Virtual Instruments
Industry Computer Software
Experience
Virtual Instruments June 2014 - Present
Premier, Inc March 2014 - June 2014
Bank of America September 2013 - March 2014
Aym Technologies, LLC November 2011 - September 2013
Premier, Inc. May 2011 - January 2012
Companion Cabinet May 2010 - May 2011
Skills
SQL, Java, Spring, Agile Methodologies, JavaScript, AJAX, Hibernate, Eclipse, Web Services, C#, XML, Software Development
Education
Appalachian State University 2006 — 2010
Master of Science (M.S.), Computer Science, 3.8
Virtual Instruments June 2014 - Present
Premier, Inc March 2014 - June 2014
Bank of America September 2013 - March 2014
Aym Technologies, LLC November 2011 - September 2013
Premier, Inc. May 2011 - January 2012
Companion Cabinet May 2010 - May 2011
Skills
SQL, Java, Spring, Agile Methodologies, JavaScript, AJAX, Hibernate, Eclipse, Web Services, C#, XML, Software Development
Education
Appalachian State University 2006 — 2010
Master of Science (M.S.), Computer Science, 3.8
John Tershel John Tershel's Bank of America Experience March 2014 - Present
Job Change Manager/Operational Risk
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America August 2012 - November 2013
Nationwide Insurance October 2011 - March 2012
PNC January 2011 - October 2011
LPL Financial August 2010 - December 2010
Wells Fargo January 2009 - February 2010
E*TRADE Financial March 2006 - August 2008
Skills
AML Investigations, AML Compliance, BSA Compliance, USA PATRIOT Act, Internal Audit, Bank Secrecy Act, AML, Compliance, OFAC, Risk Management
Education
Appalachian State University 1982 — 1986
BS, Marketing/Finance
Bank of America March 2014 - Present
Bank of America August 2012 - November 2013
Nationwide Insurance October 2011 - March 2012
PNC January 2011 - October 2011
LPL Financial August 2010 - December 2010
Wells Fargo January 2009 - February 2010
E*TRADE Financial March 2006 - August 2008
Skills
AML Investigations, AML Compliance, BSA Compliance, USA PATRIOT Act, Internal Audit, Bank Secrecy Act, AML, Compliance, OFAC, Risk Management
Education
Appalachian State University 1982 — 1986
BS, Marketing/Finance
Joe Sturgis Joe Sturgis's Bank of America Experience February 2013 - Present
Job Service Delivery Consultant II at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America May 2010 - January 2013
Bank of America October 2007 - May 2010
Bank of America June 2006 - October 2007
JPMorgan Chase August 2002 - June 2006
Bank of America July 1999 - August 2002
GreenPoint Mortgage July 1996 - June 1999
Barclays September 1994 - July 1996
Market Street Mortgage June 1993 - August 1994
Education
Appalachian State University 1989 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America February 2013 - Present
Bank of America May 2010 - January 2013
Bank of America October 2007 - May 2010
Bank of America June 2006 - October 2007
JPMorgan Chase August 2002 - June 2006
Bank of America July 1999 - August 2002
GreenPoint Mortgage July 1996 - June 1999
Barclays September 1994 - July 1996
Market Street Mortgage June 1993 - August 1994
Education
Appalachian State University 1989 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Jeff Fissel Jeff Fissel's Bank of America Experience June 2007 - July 2009
Job Executive Director at Rural Hill
Industry Nonprofit Organization Management
Experience
Rural Hill July 2010 - Present
Charlotte Country Club August 2009 - July 2010
Bank of America June 2007 - July 2009
Skills
Strategic Planning, Non-profits, Marketing Communications, Customer Service, Rural Development, Microsoft Office, Marketing, Social Media, Fundraising, Nonprofits, Event Planning, Public Relations, Leadership, Account Management, Event Management, Social Media Marketing, Social Networking, Public Speaking, Marketing Strategy, Budgets, Sales, Team Building, Training, Management
Education
Appalachian State University 2002 — 2006
BSBA, Management, Marketing
Rural Hill July 2010 - Present
Charlotte Country Club August 2009 - July 2010
Bank of America June 2007 - July 2009
Skills
Strategic Planning, Non-profits, Marketing Communications, Customer Service, Rural Development, Microsoft Office, Marketing, Social Media, Fundraising, Nonprofits, Event Planning, Public Relations, Leadership, Account Management, Event Management, Social Media Marketing, Social Networking, Public Speaking, Marketing Strategy, Budgets, Sales, Team Building, Training, Management
Education
Appalachian State University 2002 — 2006
BSBA, Management, Marketing
Jacob Finkbiner Jacob Finkbiner's Bank of America Experience July 2014 - Present
Job AVP, Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Bank of America June 2012 - July 2013
Finance Student Association August 2011 - May 2012
Bowden Investment Group April 2011 - May 2012
Lake Norman Financial Group, Inc. May 2011 - August 2011
Skills
Investments, Analysis, Equities, Management, Leadership, Financial Modeling, Financial Reporting, Forecasting, Banking, Financial Analysis
Education
Appalachian State University 2008 — 2012
Bachelor's of Science in Business Administration, Finance & Banking
Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Bank of America June 2012 - July 2013
Finance Student Association August 2011 - May 2012
Bowden Investment Group April 2011 - May 2012
Lake Norman Financial Group, Inc. May 2011 - August 2011
Skills
Investments, Analysis, Equities, Management, Leadership, Financial Modeling, Financial Reporting, Forecasting, Banking, Financial Analysis
Education
Appalachian State University 2008 — 2012
Bachelor's of Science in Business Administration, Finance & Banking
Joseph Clements, MS-Eonomics/Finance Joseph Clements, MS-Eonomics/Finance's Bank of America Experience August 2014 - Present
Job Quantitative Financial Analyst
Industry Financial Services
Experience
Bank of America August 2014 - Present
Independent Contractor August 2012 - Present
Blue Cross and Blue Shield of North Carolina August 2010 - August 2012
Auto-Owners Insurance December 2009 - August 2010
Mecklenburg County August 2009 - November 2009
EnterpriZ Economic Consulting LLC August 2007 - August 2009
Appalachian State University September 2005 - July 2009
Skills
Actuarial Science, Forecasting, Microsoft Office, Creative Problem Solving, Portfolio Optimization, Applied Mathematics, Financial Forecasting, Forecast Modeling, Risk Analysis, Risk Management, Microsoft Excel, SAS, Data Analysis, Economics, Rate Engineering, Stata, Statistics, Insurance, Analytics, VBA, Financial Modeling, Financial Analysis, Valuation, Financial Risk, Corporate Finance, Ciências Atuáriais, Modelagem Matemática, Modelagem Financeira, Análise Estatística, Econômicas, Matemáticas Aplicada
Education
University of North Carolina at Charlotte 2013 — 2014
Masters of Science, Finance/Economics: Quantitative Finance, 3.6
Appalachian State University 2004 — 2009
Bachelors of Science in Applied Mathematics, Mathematics, Statistics, Economics & Finance
Bank of America August 2014 - Present
Independent Contractor August 2012 - Present
Blue Cross and Blue Shield of North Carolina August 2010 - August 2012
Auto-Owners Insurance December 2009 - August 2010
Mecklenburg County August 2009 - November 2009
EnterpriZ Economic Consulting LLC August 2007 - August 2009
Appalachian State University September 2005 - July 2009
Skills
Actuarial Science, Forecasting, Microsoft Office, Creative Problem Solving, Portfolio Optimization, Applied Mathematics, Financial Forecasting, Forecast Modeling, Risk Analysis, Risk Management, Microsoft Excel, SAS, Data Analysis, Economics, Rate Engineering, Stata, Statistics, Insurance, Analytics, VBA, Financial Modeling, Financial Analysis, Valuation, Financial Risk, Corporate Finance, Ciências Atuáriais, Modelagem Matemática, Modelagem Financeira, Análise Estatística, Econômicas, Matemáticas Aplicada
Education
University of North Carolina at Charlotte 2013 — 2014
Masters of Science, Finance/Economics: Quantitative Finance, 3.6
Appalachian State University 2004 — 2009
Bachelors of Science in Applied Mathematics, Mathematics, Statistics, Economics & Finance
Jim Dulin Jim Dulin's Bank of America Experience November 2011 - July 2014
Job Assistant Vice President / Counterparty Credit Risk Specialist at Bank of America Merrill Lynch
Industry Insurance
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America November 2011 - July 2014
XL Insurance 2009 - November 2011
Skills
Financial Analysis, Banking, Finance, Financial Reporting, Analysis, Microsoft Excel, Accounting, Financial Modeling, Data Analysis, Risk Management, Financial Risk, Bloomberg, Bloomberg Terminal, Counterparty Risk, Credit Risk, Credit Analysis, Liquidity Risk, Financial Forecasting, P&L Analysis, P&L Forecasting, Financial Statement..., Financial Markets, Credit Derivatives, Derivatives, Fixed Income, Swaps, Interest Rate Swaps, Total Return Swaps, Bonds, Options, Convertible Bonds, Basel I, Regulatory Reporting, Underwriting, Database Admin, Excel, Access, Insurance, Database Management, Marketing, PowerPoint
Education
Appalachian State University 2005 — 2009
Finance & Banking / Risk Management & Insurance, Business
Bank of America Merrill Lynch July 2014 - Present
Bank of America November 2011 - July 2014
XL Insurance 2009 - November 2011
Skills
Financial Analysis, Banking, Finance, Financial Reporting, Analysis, Microsoft Excel, Accounting, Financial Modeling, Data Analysis, Risk Management, Financial Risk, Bloomberg, Bloomberg Terminal, Counterparty Risk, Credit Risk, Credit Analysis, Liquidity Risk, Financial Forecasting, P&L Analysis, P&L Forecasting, Financial Statement..., Financial Markets, Credit Derivatives, Derivatives, Fixed Income, Swaps, Interest Rate Swaps, Total Return Swaps, Bonds, Options, Convertible Bonds, Basel I, Regulatory Reporting, Underwriting, Database Admin, Excel, Access, Insurance, Database Management, Marketing, PowerPoint
Education
Appalachian State University 2005 — 2009
Finance & Banking / Risk Management & Insurance, Business
JCampbell Hodnette JCampbell Hodnette's Bank of America Experience February 2004 - November 2008
Job Chief Development Officer at Sunshine Hill Farm and Werks
Industry Farming
Experience
Sunshine Hill Farm and Werks September 2009 - Present
Bank of America February 2004 - November 2008
atlantic assurance 2002 - 2005
Education
Appalachian State University 1993 — 1997
BS, History and Economics
Sunshine Hill Farm and Werks September 2009 - Present
Bank of America February 2004 - November 2008
atlantic assurance 2002 - 2005
Education
Appalachian State University 1993 — 1997
BS, History and Economics
Julie Caldwell's Bank of America Experience June 2013 - Present
Job at
Industry Computer Software
Experience
Bank of America June 2013 - Present
LPL Finanical February 2013 - June 2013
Bank of America June 2011 - February 2013
ACN 2010 - July 2011
Jack Henry & Associates January 1996 - May 2010
Optinfo, Inc. January 1996 - May 2004
Skills
Quality Center, Test Automation, Quality Assurance, Agile & Waterfall..., Test Planning, Testing, Scrum, User Acceptance Testing, Business Analysis, Requirements Analysis, Process Improvement, SDLC, QTP, Oracle, SQL Server, Netezza, Defect Tracking, Internal Audit, Compliance, Basel II, Business Intelligence, Visio, Disaster Recovery, Training, Risk Management, SharePoint, SQL, Banking, Financial Services, Data Quality Assurance, Software Quality..., Test Cases, Agile Methodologies, Software Project..., Project Planning, Requirements Gathering, Microsoft SQL Server, Business Requirements, Regression Testing, Web Applications, Waterfall, Performance Testing, System Testing, Software Documentation, Test Strategy, Manual Testing, Test Management, JIRA, HP Quality Center
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Science in Business Administration, Information Technology and Operations Management
Appalachian State University 1989 — 1991
Bank of America June 2013 - Present
LPL Finanical February 2013 - June 2013
Bank of America June 2011 - February 2013
ACN 2010 - July 2011
Jack Henry & Associates January 1996 - May 2010
Optinfo, Inc. January 1996 - May 2004
Skills
Quality Center, Test Automation, Quality Assurance, Agile & Waterfall..., Test Planning, Testing, Scrum, User Acceptance Testing, Business Analysis, Requirements Analysis, Process Improvement, SDLC, QTP, Oracle, SQL Server, Netezza, Defect Tracking, Internal Audit, Compliance, Basel II, Business Intelligence, Visio, Disaster Recovery, Training, Risk Management, SharePoint, SQL, Banking, Financial Services, Data Quality Assurance, Software Quality..., Test Cases, Agile Methodologies, Software Project..., Project Planning, Requirements Gathering, Microsoft SQL Server, Business Requirements, Regression Testing, Web Applications, Waterfall, Performance Testing, System Testing, Software Documentation, Test Strategy, Manual Testing, Test Management, JIRA, HP Quality Center
Education
University of North Carolina at Charlotte 1991 — 1996
Bachelor of Science in Business Administration, Information Technology and Operations Management
Appalachian State University 1989 — 1991
Elaine White Elaine White's Bank of America Experience January 2004 - August 2009
Job Sr. Advisory Services Consultant at The DARTON GROUP
Industry Financial Services
Experience
The DARTON GROUP December 2013 - Present
Wells Fargo May 2013 - December 2013
The DARTON GROUP October 2012 - May 2013
Premier Alliance Group Incorporated October 2009 - April 2012
Ally Financial Inc. 2009 - 2012
Bank of America January 2004 - August 2009
IBM Global Services October 2000 - January 2004
Bank of America December 1994 - October 2000
BB&T September 1982 - December 1994
Skills
Credit Cards, New Business Development, Lines Of Credit, Basel II, Compliance, Mortgage Banking, Retail Banking, Commercial Banking, Data Warehousing, Mergers, Product Development, Program Management, Project Portfolio..., Banking, Mergers & Acquisitions, Risk Management, Financial Services, Portfolio Management, Finance, CRM, Strategy, Change Management, Credit, Cross-functional Team..., Management, Leadership
Education
Queens University of Charlotte 1985 — 1986
Continuing Education, Accounting and Finance
Appalachian State University 1977 — 1981
Bachelor of Science, Public Relations, Business, Communications
The DARTON GROUP December 2013 - Present
Wells Fargo May 2013 - December 2013
The DARTON GROUP October 2012 - May 2013
Premier Alliance Group Incorporated October 2009 - April 2012
Ally Financial Inc. 2009 - 2012
Bank of America January 2004 - August 2009
IBM Global Services October 2000 - January 2004
Bank of America December 1994 - October 2000
BB&T September 1982 - December 1994
Skills
Credit Cards, New Business Development, Lines Of Credit, Basel II, Compliance, Mortgage Banking, Retail Banking, Commercial Banking, Data Warehousing, Mergers, Product Development, Program Management, Project Portfolio..., Banking, Mergers & Acquisitions, Risk Management, Financial Services, Portfolio Management, Finance, CRM, Strategy, Change Management, Credit, Cross-functional Team..., Management, Leadership
Education
Queens University of Charlotte 1985 — 1986
Continuing Education, Accounting and Finance
Appalachian State University 1977 — 1981
Bachelor of Science, Public Relations, Business, Communications
Jeffrey Sparks Jeffrey Sparks's Bank of America Experience August 2012 - September 2013
Job Data Integration Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2013 - Present
Bank of America August 2012 - September 2013
Bank of America March 2011 - July 2012
Bank of America October 2007 - February 2010
Bank of America August 2005 - October 2007
Bank of America January 2001 - August 2005
Dassault Systemes May 1999 - December 2000
First Union April 1998 - April 1999
Meijer December 1995 - April 1998
Sara Lee Branded Apparel November 1994 - November 1995
Skills
AML, KYC, Risk, Compliance, OFAC, Teradata, Operational Risk, Sanctions, Operational Risk..., Risk Management, Financial Risk, Oracle, XML, SQL, Agile Methodologies, Waterfall, T-SQL Stored Procedures, PL/SQL, Sybase, Unix Shell Scripting, DB2, Data Analysis, Data Modeling, Data Migration, Data Mapping, Websphere, Java Enterprise Edition, Integration, WebSphere, Anti Money Laundering
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Corporate Operations
Appalachian State University 1980 — 1985
BA, English/Marketing
TIAA-CREF November 2013 - Present
Bank of America August 2012 - September 2013
Bank of America March 2011 - July 2012
Bank of America October 2007 - February 2010
Bank of America August 2005 - October 2007
Bank of America January 2001 - August 2005
Dassault Systemes May 1999 - December 2000
First Union April 1998 - April 1999
Meijer December 1995 - April 1998
Sara Lee Branded Apparel November 1994 - November 1995
Skills
AML, KYC, Risk, Compliance, OFAC, Teradata, Operational Risk, Sanctions, Operational Risk..., Risk Management, Financial Risk, Oracle, XML, SQL, Agile Methodologies, Waterfall, T-SQL Stored Procedures, PL/SQL, Sybase, Unix Shell Scripting, DB2, Data Analysis, Data Modeling, Data Migration, Data Mapping, Websphere, Java Enterprise Edition, Integration, WebSphere, Anti Money Laundering
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Corporate Operations
Appalachian State University 1980 — 1985
BA, English/Marketing
Jamen Voss, CPA's Bank of America Experience 2003 - 2005
Job Manager, Investor Reporting at Landmark Apartment Trust
Industry Real Estate
Experience
Landmark Apartment Trust September 2013 - Present
AEW Capital Management 2011 - 2013
AEW Capital Management 2005 - 2010
Bank of America 2003 - 2005
McGladrey & Pullen 2001 - 2003
Skills
Accounting, Due Diligence, Auditing, Finance, Budgets, Internal Controls, Investments, GAAP, Real Estate, Management, Accounts Payable, Business Planning
Education
Boston University 2005 — 2008
Certificate, Real Estate Finance
Appalachian State University 2000 — 2001
MSA, Accounting
Appalachian State University 1997 — 2000
BSBA, Accounting
Landmark Apartment Trust September 2013 - Present
AEW Capital Management 2011 - 2013
AEW Capital Management 2005 - 2010
Bank of America 2003 - 2005
McGladrey & Pullen 2001 - 2003
Skills
Accounting, Due Diligence, Auditing, Finance, Budgets, Internal Controls, Investments, GAAP, Real Estate, Management, Accounts Payable, Business Planning
Education
Boston University 2005 — 2008
Certificate, Real Estate Finance
Appalachian State University 2000 — 2001
MSA, Accounting
Appalachian State University 1997 — 2000
BSBA, Accounting
Eric Little's Bank of America Experience October 2009 - Present
Job Senior Vice President at Bank of America
Industry Real Estate
Experience
Bank of America October 2009 - Present
Little Commercial Real Estate August 2005 - October 2009
The Keith Corp. February 2002 - August 2005
Grubb & Ellis Bissell Patrick February 2000 - January 2002
Carter & Associates February 1995 - 1998
Skills
Location Intelligence, Real Estate, Commercial Real Estate, Sales, Real Estate Economics, Contract Negotiation, Brokerage, Portfolio Management, Residential Homes, Business Development, Foreclosures, Investment Properties, Landlords, Disposition, Corporate Real Estate, Leases, Property Management, Dispositions
Education
Appalachian State University 1986 — 1989
Bank of America October 2009 - Present
Little Commercial Real Estate August 2005 - October 2009
The Keith Corp. February 2002 - August 2005
Grubb & Ellis Bissell Patrick February 2000 - January 2002
Carter & Associates February 1995 - 1998
Skills
Location Intelligence, Real Estate, Commercial Real Estate, Sales, Real Estate Economics, Contract Negotiation, Brokerage, Portfolio Management, Residential Homes, Business Development, Foreclosures, Investment Properties, Landlords, Disposition, Corporate Real Estate, Leases, Property Management, Dispositions
Education
Appalachian State University 1986 — 1989
Julie Bryer's Bank of America Experience 2012 - Present
Job Reporting Analyst/Administrative Assistant at Bank of America
Industry Banking
Experience
Bank of America 2012 - Present
Bank of America 2006 - 2012
Bank of America 2004 - 2006
Skills
Analysis, Microsoft Excel, MS Excel Pivot Tables, Criminal Justice, Metrics, Data Analysis, Executive Support, Reporting
Education
Appalachian State University 2000 — 2004
Bachelor's Degree, Criminal Justice
Bank of America 2012 - Present
Bank of America 2006 - 2012
Bank of America 2004 - 2006
Skills
Analysis, Microsoft Excel, MS Excel Pivot Tables, Criminal Justice, Metrics, Data Analysis, Executive Support, Reporting
Education
Appalachian State University 2000 — 2004
Bachelor's Degree, Criminal Justice
Jason McBride Jason McBride's Bank of America Experience August 2010 - May 2011
Job Sales Account Manager at XPO Logistics, Inc.
Industry Logistics and Supply Chain
Experience
XPO Logistics, Inc. July 2013 - Present
Software Express June 2011 - June 2013
Bank of America August 2010 - May 2011
Skills
Sales, Logistics, Cold Calling, Account Management, Customer Service, Lead Generation, Leadership, Marketing, Salesforce.com, Referrals, Software Industry, Antivirus, Sales Process, New Business Development, Microsoft Excel, Management, Time Management, Team Building, Sales Management
Education
Appalachian State University
XPO Logistics, Inc. July 2013 - Present
Software Express June 2011 - June 2013
Bank of America August 2010 - May 2011
Skills
Sales, Logistics, Cold Calling, Account Management, Customer Service, Lead Generation, Leadership, Marketing, Salesforce.com, Referrals, Software Industry, Antivirus, Sales Process, New Business Development, Microsoft Excel, Management, Time Management, Team Building, Sales Management
Education
Appalachian State University
Derek Manning Derek Manning's Bank of America Experience June 2010 - August 2010
Job Finance Associate at Duke Energy Corporation
Industry Utilities
Experience
Duke Energy Corporation June 2013 - Present
Duke Energy Corporation March 2012 - May 2013
ACE Ride Productions June 2011 - August 2011
Bank of America June 2010 - August 2010
FedEx Ground May 2010 - August 2010
Education
University of North Carolina at Charlotte 2010 — 2013
Bachelor of Science (B.S.), Accounting
Appalachian State University 2007 — 2010
Duke Energy Corporation June 2013 - Present
Duke Energy Corporation March 2012 - May 2013
ACE Ride Productions June 2011 - August 2011
Bank of America June 2010 - August 2010
FedEx Ground May 2010 - August 2010
Education
University of North Carolina at Charlotte 2010 — 2013
Bachelor of Science (B.S.), Accounting
Appalachian State University 2007 — 2010
Jessica Jamison's Bank of America Experience March 2011 - September 2013
Job Senior Consultant at Dixon Hughes Goodman LLP
Industry Banking
Experience
Dixon Hughes Goodman LLP September 2015 - Present
Dixon Hughes Goodman LLP September 2014 - August 2015
Carolinas Healthcare System September 2013 - September 2014
Bank of America March 2011 - September 2013
Skills
Accounting, Account Reconciliation, Management, Finance, Securities, Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Time Management, Fixed Income Analysis, General Ledger, Internal Audit, Training, Financial Statements, Financial Services, Process Improvement, Credit, Banking, Credit Analysis, Cash Management, Risk Management, Financial Regulation, COSO Framework, Sarbanes-Oxley Act, Project Management, Project Planning, Audit Command Language, SAP Implementation
Education
Appalachian State University 2006 — 2009
Bachelor of Science, Business Administration; Finance and Banking
Dixon Hughes Goodman LLP September 2015 - Present
Dixon Hughes Goodman LLP September 2014 - August 2015
Carolinas Healthcare System September 2013 - September 2014
Bank of America March 2011 - September 2013
Skills
Accounting, Account Reconciliation, Management, Finance, Securities, Microsoft Excel, Financial Analysis, Microsoft Office, Analysis, Time Management, Fixed Income Analysis, General Ledger, Internal Audit, Training, Financial Statements, Financial Services, Process Improvement, Credit, Banking, Credit Analysis, Cash Management, Risk Management, Financial Regulation, COSO Framework, Sarbanes-Oxley Act, Project Management, Project Planning, Audit Command Language, SAP Implementation
Education
Appalachian State University 2006 — 2009
Bachelor of Science, Business Administration; Finance and Banking
Joshua Wilburn Joshua Wilburn's Bank of America Experience May 2011 - August 2014
Job Insurance Risk Management at Duke Energy Corporation
Industry Insurance
Experience
Duke Energy Corporation September 2014 - Present
Bank of America May 2011 - August 2014
Nationwide Insurance January 2007 - August 2010
Wachovia, A Wells Fargo Company August 2004 - December 2006
Skills
Risk Management, Insurance, Property & Casualty..., Financial Risk, Access, Account Management, Analysis, Banking, Brokers, Budgets, Business Analysis, CRM, Claim, Construction, Commercial Insurance
Education
Appalachian State University 2002 — 2006
Undergraduate, Double Major - Insurance Risk Management / Finance and Banking
Charlotte Christian School 1995 — 2002
Duke Energy Corporation September 2014 - Present
Bank of America May 2011 - August 2014
Nationwide Insurance January 2007 - August 2010
Wachovia, A Wells Fargo Company August 2004 - December 2006
Skills
Risk Management, Insurance, Property & Casualty..., Financial Risk, Access, Account Management, Analysis, Banking, Brokers, Budgets, Business Analysis, CRM, Claim, Construction, Commercial Insurance
Education
Appalachian State University 2002 — 2006
Undergraduate, Double Major - Insurance Risk Management / Finance and Banking
Charlotte Christian School 1995 — 2002
Janet Morgan Janet Morgan's Bank of America Experience June 1989 - Present
Job SVP, Change Management at Bank of America
Industry Banking
Experience
Bank of America June 1989 - Present
Bank of America April 2003 - September 2007
Skills
Operations Management, Commercial Banking, Change Management, Risk, Financial Risk, Business Process Design
Education
Appalachian State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Bank of America June 1989 - Present
Bank of America April 2003 - September 2007
Skills
Operations Management, Commercial Banking, Change Management, Risk, Financial Risk, Business Process Design
Education
Appalachian State University 1986 — 1989
Bachelor of Science (BS), Finance, General
Hudson Cress Hudson Cress's Bank of America Experience April 2015 - Present
Job InfoSec Engineer
Industry Information Technology and Services
Experience
Bank of America April 2015 - Present
TEKsystems May 2014 - April 2015
Dimension Data September 2013 - May 2014
Cress Carpentry May 2007 - November 2013
Terabeam October 2000 - September 2003
Skills
Public Speaking, Management, SharePoint, Firewalls, Project Management, Cabinetry, Fine Furniture, Security, Wireless, Security Analytics, NetWitness, Solera, Wireshark, Netscout, Splunk, Netflow, Arbor Peakflow SP, Arbor NSI, Intrusion Detection..., Penetration Testing, Kali Linux, Virtualization, Enterprise IT..., Policy Compliance, Enterprise Data Loss..., Endpoint Security, Tripwire Enterprise, Cisco IOS, Intrusion Detection
Education
University of Colorado Boulder 1997 — 1999
Environmental Design/Architecture, Sustainable Design, Passive Solar, Drafting, 3D modeling
Appalachian State University 1992 — 1994
Philosophy and Psychology
Bank of America April 2015 - Present
TEKsystems May 2014 - April 2015
Dimension Data September 2013 - May 2014
Cress Carpentry May 2007 - November 2013
Terabeam October 2000 - September 2003
Skills
Public Speaking, Management, SharePoint, Firewalls, Project Management, Cabinetry, Fine Furniture, Security, Wireless, Security Analytics, NetWitness, Solera, Wireshark, Netscout, Splunk, Netflow, Arbor Peakflow SP, Arbor NSI, Intrusion Detection..., Penetration Testing, Kali Linux, Virtualization, Enterprise IT..., Policy Compliance, Enterprise Data Loss..., Endpoint Security, Tripwire Enterprise, Cisco IOS, Intrusion Detection
Education
University of Colorado Boulder 1997 — 1999
Environmental Design/Architecture, Sustainable Design, Passive Solar, Drafting, 3D modeling
Appalachian State University 1992 — 1994
Philosophy and Psychology
James Allgood James Allgood's Bank of America Experience 1983 - 2007
Job Retired Commercial Banker
Industry Banking
Experience
Retired Commercial Banker April 2013 - Present
HSBC 2011 - 2013
5th 3rd Bank 2007 - 2010
Bank of America 1983 - 2007
Skills
Commercial Banking, Commercial Lending, Banking, Distributors, Credit Analysis, Loans, Credit, International Banking..., Capital Markets, Treasury Management, Small Business Lending, Financial Services, Mortgage Lending
Education
Appalachian State University
B.S. B.A., Business Administration
Retired Commercial Banker April 2013 - Present
HSBC 2011 - 2013
5th 3rd Bank 2007 - 2010
Bank of America 1983 - 2007
Skills
Commercial Banking, Commercial Lending, Banking, Distributors, Credit Analysis, Loans, Credit, International Banking..., Capital Markets, Treasury Management, Small Business Lending, Financial Services, Mortgage Lending
Education
Appalachian State University
B.S. B.A., Business Administration
Erin Boyle Erin Boyle's Bank of America Experience February 2013 - Present
Job Identity and Access Management Analyst
Industry Information Technology and Services
Experience
Bank of America February 2013 - Present
Bank of America April 2011 - February 2013
TEKsystems January 2011 - April 2011
Target February 2009 - August 2009
Target September 2007 - February 2009
Target January 2006 - September 2007
Skills
Loss Prevention, Crisis Management, Information Security, Leadership, Private Investigations, Team Leadership, Team Building, Performance Management, Retail, Asset Protection, Risk Management, Employee Training
Education
Appalachian State University 2001 — 2005
Bachelor of Science, Business Administration, Major: Marketing
Bank of America February 2013 - Present
Bank of America April 2011 - February 2013
TEKsystems January 2011 - April 2011
Target February 2009 - August 2009
Target September 2007 - February 2009
Target January 2006 - September 2007
Skills
Loss Prevention, Crisis Management, Information Security, Leadership, Private Investigations, Team Leadership, Team Building, Performance Management, Retail, Asset Protection, Risk Management, Employee Training
Education
Appalachian State University 2001 — 2005
Bachelor of Science, Business Administration, Major: Marketing
Herbert Jones, PMP Herbert Jones, PMP's Bank of America Experience January 1995 - March 1997
Job Forwardthinking, Decisive, Proven Leader. Experienced Program & Project Manager. Resultsoriented CEO
Industry Management Consulting
Experience
Pyramid Technologies, LLC January 2012 - Present
Logistics Civil Augmentation Program (LOGCAP) September 2012 - November 2014
New Kent County January 2000 - December 2011
Logistics Civil Augmentation Program (LOGCAP) October 2008 - November 2011
National Disaster Medical System - South Carolina March 2006 - October 2008
Colonial Downs April 1997 - December 1999
Bank of America January 1995 - March 1997
Leadership Metro Richmond (LMR) March 1995 - March 1996
Signet Financial Services April 1993 - March 1995
Edward Jones April 1992 - March 1993
Skills
Logistics, Contract Negotiation, Healthcare Management, Government, Funding, Emergency Management, Healthcare, Security Clearance, Strategic Planning, Process Improvement, Non-profits, Team Building, Organizational..., Planning, Procurement, Event Planning, Writing, New Business Development, Public Policy, Real Estate, Business Analysis, Supply Chain Management, Administration, Government Liaison, Budgeting, Financial Management, Contract Management, Operations Management, Problem Solving, Analysis, Budgets, Leadership, Project Management, Project Planning, Command, Leadership Development, Cross-functional Team..., Policy, Program Management, Team Leadership, Proposal Writing, Government Contracting, System Administration, Business Process..., DoD, Change Management, Management, Business Strategy, Business Development, Risk Management
Education
Florida Institute of Technology 1991 — 1992
MS, Material Acquisition Mgt
Appalachian State University 1977 — 1981
BS, Healthcare Administration
Pyramid Technologies, LLC January 2012 - Present
Logistics Civil Augmentation Program (LOGCAP) September 2012 - November 2014
New Kent County January 2000 - December 2011
Logistics Civil Augmentation Program (LOGCAP) October 2008 - November 2011
National Disaster Medical System - South Carolina March 2006 - October 2008
Colonial Downs April 1997 - December 1999
Bank of America January 1995 - March 1997
Leadership Metro Richmond (LMR) March 1995 - March 1996
Signet Financial Services April 1993 - March 1995
Edward Jones April 1992 - March 1993
Skills
Logistics, Contract Negotiation, Healthcare Management, Government, Funding, Emergency Management, Healthcare, Security Clearance, Strategic Planning, Process Improvement, Non-profits, Team Building, Organizational..., Planning, Procurement, Event Planning, Writing, New Business Development, Public Policy, Real Estate, Business Analysis, Supply Chain Management, Administration, Government Liaison, Budgeting, Financial Management, Contract Management, Operations Management, Problem Solving, Analysis, Budgets, Leadership, Project Management, Project Planning, Command, Leadership Development, Cross-functional Team..., Policy, Program Management, Team Leadership, Proposal Writing, Government Contracting, System Administration, Business Process..., DoD, Change Management, Management, Business Strategy, Business Development, Risk Management
Education
Florida Institute of Technology 1991 — 1992
MS, Material Acquisition Mgt
Appalachian State University 1977 — 1981
BS, Healthcare Administration
Elizabeth Morrison's Bank of America Experience September 2014 - April 2015
Job Sales and Service Specialist at Bank of America
Industry Banking
Experience
Renasant Bank May 2015 - Present
Bank of America September 2014 - April 2015
Dillards April 2011 - September 2014
Hollister January 2010 - March 2011
Gladiola Girls April 2009 - January 2010
AmericasMart 2008 - 2009
Abercrombie & Fitch 2003 - 2006
Skills
Customer Service, Merchandising, Visual Merchandising, Event Management, PowerPoint, Marketing, Microsoft Excel, Fashion, Management, Training, Time Management, Retail, Facebook, Sales, Microsoft Office
Education
Appalachian State University 2006 — 2009
Apparel and Textile Marketing Management
Renasant Bank May 2015 - Present
Bank of America September 2014 - April 2015
Dillards April 2011 - September 2014
Hollister January 2010 - March 2011
Gladiola Girls April 2009 - January 2010
AmericasMart 2008 - 2009
Abercrombie & Fitch 2003 - 2006
Skills
Customer Service, Merchandising, Visual Merchandising, Event Management, PowerPoint, Marketing, Microsoft Excel, Fashion, Management, Training, Time Management, Retail, Facebook, Sales, Microsoft Office
Education
Appalachian State University 2006 — 2009
Apparel and Textile Marketing Management
Kate Simmons's Bank of America Experience July 2007 - Present
Job Executive Assistant to Head of Wholesale Credit and WCT Executive at Bank of America
Industry Banking
Experience
Bank of America July 2007 - Present
Skills
Executive Support, High Level..., Human Resources, Banking, Outlook, Time Management, Commercial Banking, Account Management
Education
Appalachian State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Bank of America July 2007 - Present
Skills
Executive Support, High Level..., Human Resources, Banking, Outlook, Time Management, Commercial Banking, Account Management
Education
Appalachian State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Jonathan Viscount Jonathan Viscount's Bank of America Experience June 2013 - August 2013
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
SunTrust Robinson Humphrey July 2015 - Present
Wells Fargo Securities January 2014 - July 2015
University of North Carolina Charlotte September 2013 - June 2014
Student Managed Investment Fund September 2013 - May 2014
Mid-Mark Advisors September 2013 - December 2013
Bank of America June 2013 - August 2013
TIAA-CREF June 2012 - August 2012
R.M. Stark & Co. March 2012 - June 2012
Skills
SAS, Stata, Investments, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Customer Service, Data Analysis, Analytics, Management, Investment Banking, Finance, Banking, Forecasting, Equities
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science, Economics: Finance
Appalachian State University 2007 — 2011
BSBA, Finance and Banking
Eric McTeir Eric McTeir's Bank of America Experience July 2015 - Present
Job AVP; Counterparty Credit Risk at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America July 2014 - June 2015
Bank of America June 2013 - June 2014
Bowden Investment Group June 2011 - April 2012
Broyhill Asset Management June 2011 - August 2011
Skills
Bloomberg, Economics, Equities, Investments, Financial Analysis, Financial Modeling, Research, Valuation
Education
Appalachian State University 2008 — 2012
BSBA, Economics, Finance and Banking
Bank of America July 2015 - Present
Bank of America July 2014 - June 2015
Bank of America June 2013 - June 2014
Bowden Investment Group June 2011 - April 2012
Broyhill Asset Management June 2011 - August 2011
Skills
Bloomberg, Economics, Equities, Investments, Financial Analysis, Financial Modeling, Research, Valuation
Education
Appalachian State University 2008 — 2012
BSBA, Economics, Finance and Banking
Joseph Stengel Jr Joseph Stengel Jr's Bank of America Experience June 2014 - Present
Job Auditor 1 at Bank of America
Industry Accounting
Experience
Bank of America June 2014 - Present
Bank of America June 2013 - August 2013
Aquatech Pool Management May 2011 - August 2012
Aquatech Pool Management May 2009 - August 2010
Skills
Financial Accounting, Management, Auditing, Accounting, Financial Analysis
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Bank of America June 2014 - Present
Bank of America June 2013 - August 2013
Aquatech Pool Management May 2011 - August 2012
Aquatech Pool Management May 2009 - August 2010
Skills
Financial Accounting, Management, Auditing, Accounting, Financial Analysis
Education
Appalachian State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Inga Fleischhacker Inga Fleischhacker's Bank of America Experience March 2013 - Present
Job DATA SCIENTIST, ANALYTICS AND BUSINESS INTELLIGENCE at Bank of America
Industry Banking
Experience
Bank of America March 2013 - Present
Bank of America August 2011 - March 2013
JP Morgan Chase January 2011 - August 2011
PepsiCo May 2006 - December 2010
TransCore May 2005 - May 2006
Northwestern University September 2002 - May 2005
The Systems House November 1999 - July 2002
International Warehouse Logistics Association August 1998 - October 1999
MCI Wireless January 1995 - July 1998
Skills
Visio, SQL Server, Crystal Reports, Access, MS Project, Hadoop, Talend, Composite Applications, Oracle SQL, Microsoft SQL Server, Oracle, SAP, Business Intelligence, SQL
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
MBA, Management Information Systems, General
Appalachian State University 1992 — 1994
Bachelor of Science
Bank of America March 2013 - Present
Bank of America August 2011 - March 2013
JP Morgan Chase January 2011 - August 2011
PepsiCo May 2006 - December 2010
TransCore May 2005 - May 2006
Northwestern University September 2002 - May 2005
The Systems House November 1999 - July 2002
International Warehouse Logistics Association August 1998 - October 1999
MCI Wireless January 1995 - July 1998
Skills
Visio, SQL Server, Crystal Reports, Access, MS Project, Hadoop, Talend, Composite Applications, Oracle SQL, Microsoft SQL Server, Oracle, SAP, Business Intelligence, SQL
Education
Keller Graduate School of Management of DeVry University 1998 — 2002
MBA, Management Information Systems, General
Appalachian State University 1992 — 1994
Bachelor of Science
Fernando G. Little Fernando G. Little's Bank of America Experience 1995 - 2002
Job Senior Human Resources Leader and Diversity Champion
Industry Hospital & Health Care
Experience
Carolinas HealthCare System May 2014 - Present
Family Dollar May 2012 - May 2014
Mission Health March 2008 - February 2012
SPX Corporation March 2006 - March 2008
Carolinas HealthCare System February 2002 - March 2006
Bank of America 1995 - 2002
Skills
Personnel Management, Employee Relations, Human Resources, Onboarding, Benefits Administration, Deferred Compensation, Employee Benefits, Performance Management, HRIS, Talent Management, Organizational...
Education
Appalachian State University 1994 — 1998
Bachelor of Science in Business Administration, Management (Human Resources Management Concentration)
Carolinas HealthCare System May 2014 - Present
Family Dollar May 2012 - May 2014
Mission Health March 2008 - February 2012
SPX Corporation March 2006 - March 2008
Carolinas HealthCare System February 2002 - March 2006
Bank of America 1995 - 2002
Skills
Personnel Management, Employee Relations, Human Resources, Onboarding, Benefits Administration, Deferred Compensation, Employee Benefits, Performance Management, HRIS, Talent Management, Organizational...
Education
Appalachian State University 1994 — 1998
Bachelor of Science in Business Administration, Management (Human Resources Management Concentration)
Joe Baur, ChFC Joe Baur, ChFC's Bank of America Experience January 1992 - January 1993
Job Assistant Vice President Executive Benefits at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt January 2013 - Present
Clark Consulting (a Transamerica Company) June 2004 - December 2012
Clark Consulting September 2000 - June 2004
Clark Consulting 1996 - 2000
SCHOENKE & ASSOCIATES January 1993 - January 1996
BANK OF AMERICA January 1992 - January 1993
Skills
Cross-functional Team..., Process Improvement, Operational Risk..., Strategic Planning, Customer Relations, Compliance, Insurance, Developing Client..., Change Management, Budget Oversight, Team Leadership, Sales Support, Executive Compensation, Retirement Plans, Employee Hiring, Executive Pay, Life Insurance, Relationship Management, Financial Services, Recruiting, Retirement Planning, Employee Benefits, Budgets, Strategy, Business Planning, Customer Service, Leadership, Sales Operations, Sales
Education
The American College 2006 — 2010
ChFC, Financial Services
Appalachian State University 1988 — 1992
Business Administration, Finance
Aon Hewitt January 2013 - Present
Clark Consulting (a Transamerica Company) June 2004 - December 2012
Clark Consulting September 2000 - June 2004
Clark Consulting 1996 - 2000
SCHOENKE & ASSOCIATES January 1993 - January 1996
BANK OF AMERICA January 1992 - January 1993
Skills
Cross-functional Team..., Process Improvement, Operational Risk..., Strategic Planning, Customer Relations, Compliance, Insurance, Developing Client..., Change Management, Budget Oversight, Team Leadership, Sales Support, Executive Compensation, Retirement Plans, Employee Hiring, Executive Pay, Life Insurance, Relationship Management, Financial Services, Recruiting, Retirement Planning, Employee Benefits, Budgets, Strategy, Business Planning, Customer Service, Leadership, Sales Operations, Sales
Education
The American College 2006 — 2010
ChFC, Financial Services
Appalachian State University 1988 — 1992
Business Administration, Finance
Emily Jenkin Emily Jenkin's Bank of America Experience October 2012 - Present
Job AVP, Client Fulfillment Advisor at Bank of America
Industry Banking
Experience
Bank of America October 2012 - Present
ARCADIS U.S., Inc June 2010 - December 2012
AXA Equitable November 2011 - October 2012
The J. Willard and Alice S. Marriott Foundation May 2006 - January 2009
Skills
Data Analysis, Microsoft Office, Project Management, Access, Microsoft Excel, Database Admin, Analysis, GIS, Project Planning, PowerPoint
Education
Appalachian State University 2007 — 2010
B.S. in Geography, Geographic Information Systems
Bank of America October 2012 - Present
ARCADIS U.S., Inc June 2010 - December 2012
AXA Equitable November 2011 - October 2012
The J. Willard and Alice S. Marriott Foundation May 2006 - January 2009
Skills
Data Analysis, Microsoft Office, Project Management, Access, Microsoft Excel, Database Admin, Analysis, GIS, Project Planning, PowerPoint
Education
Appalachian State University 2007 — 2010
B.S. in Geography, Geographic Information Systems
Jacob Stapleton Jacob Stapleton's Bank of America Experience March 2013 - Present
Job Production Services Lead at Bank of America
Industry Telecommunications
Experience
Bank of America March 2013 - Present
TAS Messaging December 2011 - April 2013
Billy Graham Evangelistic Association June 2010 - December 2011
Billy Graham Evangelistic Association February 2006 - June 2010
Skills
System Administration, Customer Service, Windows, Active Directory, Microsoft Office, Network Administration, Team Building, Call Center, Non-profits, Public Speaking, Telecommunications, Cisco IOS, Windows Server, Call Centers, Avaya Communication..., Avaya IP Telephony, Modular Messaging, Avaya Site..., Microsoft Exchange, Nonprofits, Genesys Framework, Leadership
Education
Appalachian State University 2000 — 2004
Information Systems
Bank of America March 2013 - Present
TAS Messaging December 2011 - April 2013
Billy Graham Evangelistic Association June 2010 - December 2011
Billy Graham Evangelistic Association February 2006 - June 2010
Skills
System Administration, Customer Service, Windows, Active Directory, Microsoft Office, Network Administration, Team Building, Call Center, Non-profits, Public Speaking, Telecommunications, Cisco IOS, Windows Server, Call Centers, Avaya Communication..., Avaya IP Telephony, Modular Messaging, Avaya Site..., Microsoft Exchange, Nonprofits, Genesys Framework, Leadership
Education
Appalachian State University 2000 — 2004
Information Systems
Dennis Gutknecht's Bank of America Experience 2001 - 2004
Job Systems Management
Industry Financial Services
Experience
Wells Fargo Advisors 2006 - Present
Mantas Inc. 2005 - 2006
The Revere Group 2004 - 2006
Bank of America 2001 - 2004
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS), Computer Science
Wells Fargo Advisors 2006 - Present
Mantas Inc. 2005 - 2006
The Revere Group 2004 - 2006
Bank of America 2001 - 2004
Education
Appalachian State University 1990 — 1994
Bachelor of Science (BS), Computer Science
Julie Lunn's Bank of America Experience April 1991 - January 1996
Job Nononsense Sales & Marketing Strategist, RedRover Company
Industry Marketing and Advertising
Experience
RedRover Company November 2005 - Present
Hilton Hotels Corporation 2005 - 2006
First Horizon National Corporation August 1996 - August 2004
Bank of America April 1991 - January 1996
Skills
Strategic Planning, Advertising, CRM, Social Media, Facebook, Strategy, Business Development, Marketing, SEO, Lead Generation, Management Consulting, Marketing Strategy, Sales, Social Media Marketing, Mobile Marketing, Marketing Communications, Training, Leadership, Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1994 — 1996
MBA
Appalachian State University 1980 — 1983
BS, Business Administration, Marketing/Communications
RedRover Company November 2005 - Present
Hilton Hotels Corporation 2005 - 2006
First Horizon National Corporation August 1996 - August 2004
Bank of America April 1991 - January 1996
Skills
Strategic Planning, Advertising, CRM, Social Media, Facebook, Strategy, Business Development, Marketing, SEO, Lead Generation, Management Consulting, Marketing Strategy, Sales, Social Media Marketing, Mobile Marketing, Marketing Communications, Training, Leadership, Management
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1994 — 1996
MBA
Appalachian State University 1980 — 1983
BS, Business Administration, Marketing/Communications
Eddie Tuttle's Bank of America Experience March 2010 - August 2011
Job IT Security & Compliance Manager at Bojangles' Restaurants, Inc.
Industry Information Technology and Services
Experience
Bojangles' Restaurants, Inc. September 2011 - Present
Bank of America March 2010 - August 2011
Bojangles' Restaurants, Inc. October 2007 - March 2010
Carreker -> CheckFree 1999 - 2007
Skills
Vendor Management, Leadership, PCI Standards, Testing, Management, Network Security, Standards Compliance, Business Analysis, Information Security, VMware, Process Improvement, Team Leadership, Customer Service, Microsoft Office, SDLC, Visio, Project Management, SharePoint, Security, Information Security..., Windows 7, Windows Server, Sales, Integration
Education
Appalachian State University 1983 — 1987
Bojangles' Restaurants, Inc. September 2011 - Present
Bank of America March 2010 - August 2011
Bojangles' Restaurants, Inc. October 2007 - March 2010
Carreker -> CheckFree 1999 - 2007
Skills
Vendor Management, Leadership, PCI Standards, Testing, Management, Network Security, Standards Compliance, Business Analysis, Information Security, VMware, Process Improvement, Team Leadership, Customer Service, Microsoft Office, SDLC, Visio, Project Management, SharePoint, Security, Information Security..., Windows 7, Windows Server, Sales, Integration
Education
Appalachian State University 1983 — 1987
Jack Vickrey, PMP's Bank of America Experience May 2005 - September 2005
Job QA/QC Manager
Industry Insurance
Experience
AmWINS Group Inc July 2006 - Present
Wells Fargo September 2005 - July 2006
Bank of America May 2005 - September 2005
Global Workplace, Royal & SunAlliance Insurance February 2002 - January 2005
RSA February 2000 - February 2002
Bank of America January 1998 - January 2000
American General Finance October 1993 - January 1998
Skills
Business Analysis, Project Management, Customer Service, Quality Assurance, Integration, Software Deployment, SSRS, Insurance, Microsoft SQL Server, SharePoint, SDLC, SOX Compliancy, Process Management, Requirements Analysis, Databases, Software Documentation
Education
Appalachian State University 1987 — 1993
BA, Economics, Mathematics
West Charlotte High School 1984 — 1987
High School Diploma, General Studies
AmWINS Group Inc July 2006 - Present
Wells Fargo September 2005 - July 2006
Bank of America May 2005 - September 2005
Global Workplace, Royal & SunAlliance Insurance February 2002 - January 2005
RSA February 2000 - February 2002
Bank of America January 1998 - January 2000
American General Finance October 1993 - January 1998
Skills
Business Analysis, Project Management, Customer Service, Quality Assurance, Integration, Software Deployment, SSRS, Insurance, Microsoft SQL Server, SharePoint, SDLC, SOX Compliancy, Process Management, Requirements Analysis, Databases, Software Documentation
Education
Appalachian State University 1987 — 1993
BA, Economics, Mathematics
West Charlotte High School 1984 — 1987
High School Diploma, General Studies
Jon Hatch's Bank of America Experience February 2011 - August 2013
Job Web Designer at BNY Mellon
Industry Internet
Experience
BNY Mellon October 2013 - Present
Random Jumping Multimedia January 2004 - Present
Bank of America February 2011 - August 2013
Bank of America July 2007 - January 2011
Accessible Computing, Inc. January 2006 - January 2007
Skills
SEO, Web Design, User Interface Design, CSS, Interaction Design, WordPress
Education
Full Sail University 2000 — 2001
Associates, Digital Media
Appalachian State University 1995 — 2000
BNY Mellon October 2013 - Present
Random Jumping Multimedia January 2004 - Present
Bank of America February 2011 - August 2013
Bank of America July 2007 - January 2011
Accessible Computing, Inc. January 2006 - January 2007
Skills
SEO, Web Design, User Interface Design, CSS, Interaction Design, WordPress
Education
Full Sail University 2000 — 2001
Associates, Digital Media
Appalachian State University 1995 — 2000
Greg Elmore's Bank of America Experience January 2011 - Present
Job Sr. Business Managment Specialist at TIAACREF
Industry Banking
Experience
TIAA-CREF April 2014 - Present
Bank of America January 2011 - Present
Bank of America (Collabera/Premier Alliance) October 2012 - April 2014
Signature Consultants July 2009 - November 2010
Bank of america April 2007 - March 2009
CSI Deleeuw 2009 - 2009
Wachovia April 2005 - February 2007
Wachovia Bank April 2002 - April 2005
Wachovia Bank May 2000 - April 2002
GMAC Insurance 1990 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Banking, Budgets, Project Management, Analysis, Portfolio Management, Change Management, Finance, Risk Management, Credit, Access, New Business Development, Business Analysis, Negotiation, Financial Risk, Business Process..., Retail Banking, Strategic Planning, Leadership
Education
Appalachian State University 1996 — 1999
MBA, Finance
Appalachian State University 1986 — 1990
Master of Business Administration (MBA)
TIAA-CREF April 2014 - Present
Bank of America January 2011 - Present
Bank of America (Collabera/Premier Alliance) October 2012 - April 2014
Signature Consultants July 2009 - November 2010
Bank of america April 2007 - March 2009
CSI Deleeuw 2009 - 2009
Wachovia April 2005 - February 2007
Wachovia Bank April 2002 - April 2005
Wachovia Bank May 2000 - April 2002
GMAC Insurance 1990 - 2000
Skills
Financial Analysis, Process Improvement, Financial Modeling, Banking, Budgets, Project Management, Analysis, Portfolio Management, Change Management, Finance, Risk Management, Credit, Access, New Business Development, Business Analysis, Negotiation, Financial Risk, Business Process..., Retail Banking, Strategic Planning, Leadership
Education
Appalachian State University 1996 — 1999
MBA, Finance
Appalachian State University 1986 — 1990
Master of Business Administration (MBA)
Jason Callicutt's Bank of America Experience April 2005 - August 2015
Job VP, Bank of America
Industry Computer Software
Experience
Duke Energy Corporation August 2015 - Present
Bank of America April 2005 - August 2015
Wachovia June 2004 - March 2005
IBM Global Services June 1998 - June 2004
Skills
Capital Markets, Banking, Fixed Income, SDLC, Investment Banking, Trading Systems, Software Project..., Requirements Analysis, SQL, Leadership, Requirements Gathering, Enterprise Architecture, Oracle, Software Development, Agile Methodologies, Integration, Business Analysis
Education
Appalachian State University 1992 — 1998
Duke Energy Corporation August 2015 - Present
Bank of America April 2005 - August 2015
Wachovia June 2004 - March 2005
IBM Global Services June 1998 - June 2004
Skills
Capital Markets, Banking, Fixed Income, SDLC, Investment Banking, Trading Systems, Software Project..., Requirements Analysis, SQL, Leadership, Requirements Gathering, Enterprise Architecture, Oracle, Software Development, Agile Methodologies, Integration, Business Analysis
Education
Appalachian State University 1992 — 1998
Judd Cooney's Bank of America Experience January 2015 - Present
Job Collateral Management Senior Specialist, Vice President at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America January 2014 - January 2015
Bank of America November 2012 - January 2014
Bank of America January 2009 - November 2012
Bank of America March 2007 - January 2009
Bank of America April 2006 - March 2007
Skills
Financial Analysis, Banking, Microsoft Excel, Corporate Treasury, Financial Reporting, QRM, ALM
Education
Appalachian State University 2001 — 2005
Finance and Banking, Finance, General
Bank of America January 2015 - Present
Bank of America January 2014 - January 2015
Bank of America November 2012 - January 2014
Bank of America January 2009 - November 2012
Bank of America March 2007 - January 2009
Bank of America April 2006 - March 2007
Skills
Financial Analysis, Banking, Microsoft Excel, Corporate Treasury, Financial Reporting, QRM, ALM
Education
Appalachian State University 2001 — 2005
Finance and Banking, Finance, General
John Chirokas's Bank of America Experience November 2009 - Present
Job AVP;Senior Tax Professional I at Bank of America
Industry Banking
Experience
Bank of America November 2009 - Present
Bank of America January 2007 - November 2009
Reznick Group 2005 - 2006
Education
Appalachian State University 2000 — 2006
Bank of America November 2009 - Present
Bank of America January 2007 - November 2009
Reznick Group 2005 - 2006
Education
Appalachian State University 2000 — 2006
Jill Biscombe's Bank of America Experience May 2010 - Present
Job VP, Mkt Surveillance/Monitoring Manager at Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Wachovia September 2008 - February 2010
Etrade Financial March 1999 - July 2008
E*TRADE Financial 1999 - 2008
Skills
Banking, Equities, Risk Management, Financial Services, Securities, Series 24, Series 7
Education
Appalachian State University 1994 — 1998
Bank of America May 2010 - Present
Wachovia September 2008 - February 2010
Etrade Financial March 1999 - July 2008
E*TRADE Financial 1999 - 2008
Skills
Banking, Equities, Risk Management, Financial Services, Securities, Series 24, Series 7
Education
Appalachian State University 1994 — 1998
Kat Fleming's Bank of America Experience October 2008 - Present
Job SVP; Corporate Events Manager
Industry Events Services
Experience
Bank of America October 2008 - Present
Bank of America February 2008 - October 2008
Bank of America January 2007 - January 2008
BCD Travel February 2006 - January 2007
Skills
Event Management, Event Planning, Project Management, Marketing Communications, Internal Communications, Public Relations, Conference Coordination, Corporate Events, Graphic Design, Hotels, Corporate Communications, Media Relations, Board Relations, Project Planning, Customer Service, Training
Education
Appalachian State University 2001 — 2005
BSBA, Hospitality and Tourism Management, Cum Laude
Bank of America October 2008 - Present
Bank of America February 2008 - October 2008
Bank of America January 2007 - January 2008
BCD Travel February 2006 - January 2007
Skills
Event Management, Event Planning, Project Management, Marketing Communications, Internal Communications, Public Relations, Conference Coordination, Corporate Events, Graphic Design, Hotels, Corporate Communications, Media Relations, Board Relations, Project Planning, Customer Service, Training
Education
Appalachian State University 2001 — 2005
BSBA, Hospitality and Tourism Management, Cum Laude
Garland Tam's Bank of America Experience January 2010 - Present
Job VP, Product Pricing Manager at Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America March 2003 - January 2010
Contractor 2001 - 2002
Cortechs 2000 - 2001
Tier Technologies August 1998 - August 2000
Skills
Leadership, Loans, Portfolio Management, Process Improvement, Credit, Business Analysis, Microsoft Excel, SQL, Strategy, Retail Banking, Risk Management, IT Strategy, Banking, Program Management, SDLC, Strategic Planning, Mortgage Lending
Education
Appalachian State University 1994 — 1998
BSBA, CIS & Marketing
Bank of America January 2010 - Present
Bank of America March 2003 - January 2010
Contractor 2001 - 2002
Cortechs 2000 - 2001
Tier Technologies August 1998 - August 2000
Skills
Leadership, Loans, Portfolio Management, Process Improvement, Credit, Business Analysis, Microsoft Excel, SQL, Strategy, Retail Banking, Risk Management, IT Strategy, Banking, Program Management, SDLC, Strategic Planning, Mortgage Lending
Education
Appalachian State University 1994 — 1998
BSBA, CIS & Marketing
Julie Tuggle's Bank of America Experience April 1991 - September 1994
Job Broker/Owner at Carolina Buyer's Agent
Industry Real Estate
Experience
Carolina Buyer's Agent January 1998 - Present
Bank of America April 1991 - September 1994
Skills
Home, Investment Properties, Sellers, Real Estate, Buyer Representation, Listings, Buyers, Negotiation, New Home Sales, Single Family Homes, REO, First Time Home Buyers, Relocation, Foreclosures, Condos
Education
University of North Carolina at Chapel Hill 1977 — 1979
BA, Advertising & Marketing
Appalachian State University 1975 — 1977
Theatre/Advertising
Carolina Buyer's Agent January 1998 - Present
Bank of America April 1991 - September 1994
Skills
Home, Investment Properties, Sellers, Real Estate, Buyer Representation, Listings, Buyers, Negotiation, New Home Sales, Single Family Homes, REO, First Time Home Buyers, Relocation, Foreclosures, Condos
Education
University of North Carolina at Chapel Hill 1977 — 1979
BA, Advertising & Marketing
Appalachian State University 1975 — 1977
Theatre/Advertising
Jason Pritchard's Bank of America Experience February 2014 - Present
Job Tax Executive State & Local Tax at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America May 2012 - January 2014
Lowe's Companies, Inc. May 2002 - April 2012
Crisp Hughes Evans LLP January 2000 - April 2002
Skills
Accounting, Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Accounting, Income Tax, CPA, Corporate Tax, US GAAP, Financial Accounting, Auditing, GAAP, General Ledger, Cash Flow, Internal Controls, Sarbanes-Oxley, Cash Management, Financial Analysis, Financial Statements, Internal Audit, SEC filings, Tax Preparation, Variance Analysis, Account Reconciliation, QuickBooks, Tax Research, Team Leadership
Education
Appalachian State University 1999 — 2000
Master of Accounting, Taxation
Appalachian State University 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
Wake Forest University School of Business
Bank of America February 2014 - Present
Bank of America May 2012 - January 2014
Lowe's Companies, Inc. May 2002 - April 2012
Crisp Hughes Evans LLP January 2000 - April 2002
Skills
Accounting, Tax, Financial Reporting, Sarbanes-Oxley Act, Tax Accounting, Income Tax, CPA, Corporate Tax, US GAAP, Financial Accounting, Auditing, GAAP, General Ledger, Cash Flow, Internal Controls, Sarbanes-Oxley, Cash Management, Financial Analysis, Financial Statements, Internal Audit, SEC filings, Tax Preparation, Variance Analysis, Account Reconciliation, QuickBooks, Tax Research, Team Leadership
Education
Appalachian State University 1999 — 2000
Master of Accounting, Taxation
Appalachian State University 1995 — 1998
Bachelor of Business Administration (BBA), Accounting
Wake Forest University School of Business
Denise Vead's Bank of America Experience 1999 - Present
Job Vice President at BankofAmerica
Industry Banking
Experience
Bank of America 1999 - Present
BankofAmerica September 1996 - Present
BarclaysAmericanCorporation March 1983 - August 1996
BarclaysAmericanCorporation 1983 - 1996
Education
Appalachian State University 1976 — 1978
Montreat College 1974 — 1976
Associate of Science, Mathematics
Bank of America 1999 - Present
BankofAmerica September 1996 - Present
BarclaysAmericanCorporation March 1983 - August 1996
BarclaysAmericanCorporation 1983 - 1996
Education
Appalachian State University 1976 — 1978
Montreat College 1974 — 1976
Associate of Science, Mathematics
Henry Siler's Bank of America Experience 2002 - March 2008
Job SVP Southeast Treasury Solutions Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2008 - June 2014
Bank of America 2002 - March 2008
First Union National Bank 1999 - 2002
Bell South 1992 - 1999
Skills
Credit Cards, Treasury, Treasury Services, Banking, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Relationship Management, Cash Management, Financial Services, Payments, Credit, Process Improvement, Loans
Education
Appalachian State University 1988 — 1990
BS
Montreat College 1986 — 1988
Bank of America Merrill Lynch June 2014 - Present
Bank of America Merrill Lynch April 2008 - June 2014
Bank of America 2002 - March 2008
First Union National Bank 1999 - 2002
Bell South 1992 - 1999
Skills
Credit Cards, Treasury, Treasury Services, Banking, Commercial Banking, Treasury Management, Portfolio Management, Credit Analysis, Relationship Management, Cash Management, Financial Services, Payments, Credit, Process Improvement, Loans
Education
Appalachian State University 1988 — 1990
BS
Montreat College 1986 — 1988
Jennifer Reaves's Bank of America Experience Internet Marketing DirectorHearst Magazines1996 - 2005
Job Marketing Manager at Bank of America
Industry Financial Services
Experience
Bank of America Internet Marketing DirectorHearst Magazines1996 - 2005
Hearst Magazines 1996 - 2005
Skills
Financial Services, Direct Marketing, Digital Marketing, Marketing, Customer Acquisition, Integrated Marketing, Analytics, Email Marketing, Marketing Strategy, Online Advertising, Database Marketing, Digital Strategy
Education
Appalachian State University
BSBA, Business Administration
Bank of America Internet Marketing DirectorHearst Magazines1996 - 2005
Hearst Magazines 1996 - 2005
Skills
Financial Services, Direct Marketing, Digital Marketing, Marketing, Customer Acquisition, Integrated Marketing, Analytics, Email Marketing, Marketing Strategy, Online Advertising, Database Marketing, Digital Strategy
Education
Appalachian State University
BSBA, Business Administration
Elliott Cox's Bank of America Experience 2010 - Present
Job Senior Marketing Manager at Bank of America
Industry Banking
Experience
Bank of America 2010 - Present
Bank of America 2009 - 2010
Bank of America 2006 - 2009
Bank of America 2002 - 2006
Associated Press 1999 - 2001
Skills
Sponsorship, Marketing Strategy, Relationship Marketing, Marketing Communications, Integrated Marketing, Relationship Management, Marketing Management, Marketing, Analytics, Brand Management, Sports Marketing, Direct Marketing, Strategic Planning, Segmentation, Competitive Analysis, Digital Marketing, Event Management, Social Media Marketing, Market Research, Promotions, Brand Awareness, Business Strategy, Strategic Partnerships, Financial Analysis, Financial Reporting
Education
Appalachian State University 2001 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Economics
Bank of America 2010 - Present
Bank of America 2009 - 2010
Bank of America 2006 - 2009
Bank of America 2002 - 2006
Associated Press 1999 - 2001
Skills
Sponsorship, Marketing Strategy, Relationship Marketing, Marketing Communications, Integrated Marketing, Relationship Management, Marketing Management, Marketing, Analytics, Brand Management, Sports Marketing, Direct Marketing, Strategic Planning, Segmentation, Competitive Analysis, Digital Marketing, Event Management, Social Media Marketing, Market Research, Promotions, Brand Awareness, Business Strategy, Strategic Partnerships, Financial Analysis, Financial Reporting
Education
Appalachian State University 2001 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Arts (B.A.), Economics
Janet Ernst's Bank of America Experience September 1993 - March 2009
Job EA at Fiserv
Industry Financial Services
Experience
Fiserv April 2013 - Present
Ally Financial Inc. March 2009 - April 2013
Bank of America September 1993 - March 2009
Education
Appalachian State University 1986 — 1990
Bachelor of Science (BS), Marketing
Fiserv April 2013 - Present
Ally Financial Inc. March 2009 - April 2013
Bank of America September 1993 - March 2009
Education
Appalachian State University 1986 — 1990
Bachelor of Science (BS), Marketing
Jamie Faile's Bank of America Experience June 2013 - Present
Job Senior Technology Manager, Change Execution and Strategy at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America March 2011 - June 2013
Bank of America August 2009 - March 2011
Bank of America June 2007 - August 2009
Bank of America November 2005 - June 2007
Bank of America April 2004 - November 2005
Bank of America December 2002 - April 2004
Bank of America December 2001 - December 2002
Bank of America March 2001 - December 2001
First Union National Bank October 2000 - March 2001
Skills
Release Management, Program Management, Change Management, Test Management, Risk Management, Integration Testing, Service Delivery, COBIT, Process Improvement, Relationship Management, Integration, Acquisition Integration, SDLC, Bank Mergers, Agile & Waterfall..., Test Environments, Implementation..., Enterprise Software, IT Strategy, Leadership, Management, Banking, Vendor Management, Business Analysis
Education
Appalachian State University 1997 — 2000
BSBA, Computer Information Systems
Bank of America June 2013 - Present
Bank of America March 2011 - June 2013
Bank of America August 2009 - March 2011
Bank of America June 2007 - August 2009
Bank of America November 2005 - June 2007
Bank of America April 2004 - November 2005
Bank of America December 2002 - April 2004
Bank of America December 2001 - December 2002
Bank of America March 2001 - December 2001
First Union National Bank October 2000 - March 2001
Skills
Release Management, Program Management, Change Management, Test Management, Risk Management, Integration Testing, Service Delivery, COBIT, Process Improvement, Relationship Management, Integration, Acquisition Integration, SDLC, Bank Mergers, Agile & Waterfall..., Test Environments, Implementation..., Enterprise Software, IT Strategy, Leadership, Management, Banking, Vendor Management, Business Analysis
Education
Appalachian State University 1997 — 2000
BSBA, Computer Information Systems
Jennifer (Smith) Lachesky's Bank of America Experience August 2005 - Present
Job Vice President Marketing Program Manager, Relationship Deepening
Industry Marketing and Advertising
Experience
Bank of America August 2005 - Present
Bank of America August 2005 - Present
Bank of America September 2006 - March 2008
Bank of America September 2005 - September 2006
GE Money January 2001 - September 2005
Rockwell Automation December 1998 - December 2000
Skills
Management, Segmentation, Analytics, Direct Marketing, Cross-functional Team..., Marketing Strategy, Product Management, Competitive Analysis, Vendor Management, Integrated Marketing, Strategic Planning, Digital Marketing, Marketing, CRM, Strategy
Education
Appalachian State University 1992 — 1996
Bachelor of Science (B.S.), Communications (Advertising)
Bank of America August 2005 - Present
Bank of America August 2005 - Present
Bank of America September 2006 - March 2008
Bank of America September 2005 - September 2006
GE Money January 2001 - September 2005
Rockwell Automation December 1998 - December 2000
Skills
Management, Segmentation, Analytics, Direct Marketing, Cross-functional Team..., Marketing Strategy, Product Management, Competitive Analysis, Vendor Management, Integrated Marketing, Strategic Planning, Digital Marketing, Marketing, CRM, Strategy
Education
Appalachian State University 1992 — 1996
Bachelor of Science (B.S.), Communications (Advertising)
Judson Allen's Bank of America Experience April 2005 - June 2010
Job Director Industrial Humidification Systems Division at UTR Aldrich
Industry Financial Services
Experience
UTR Aldrich June 2013 - Present
Merrill Lynch June 2010 - May 2013
Bank of America April 2005 - June 2010
Education
Queens University of Charlotte 2006 — 2009
MBA, Business
Appalachian State University 1995 — 1999
BS, Business Administration
UTR Aldrich June 2013 - Present
Merrill Lynch June 2010 - May 2013
Bank of America April 2005 - June 2010
Education
Queens University of Charlotte 2006 — 2009
MBA, Business
Appalachian State University 1995 — 1999
BS, Business Administration
Jeff Sublett's Bank of America Experience April 2012 - Present
Job Sr Business Control Specialist at Bank of America
Industry Banking
Experience
Bank of America April 2012 - Present
Bank of America October 2011 - February 2013
Bank of America October 2010 - October 2011
Bank of America December 2008 - October 2010
Bank of America March 2006 - December 2008
Bank of America February 2004 - March 2006
Bank of America March 2002 - February 2004
Skills
Business Process, Mortgage Lending, Project Management, Loan Servicing, Mortgage Servicing, Call Centers, Strategic Planning, Retail Banking, Process Improvement, Management, Mortgage Banking, Loans, Leadership, Financial Risk, Customer Service, Credit, Banking
Education
Appalachian State University 1996 — 2000
BA, Economics
Bank of America April 2012 - Present
Bank of America October 2011 - February 2013
Bank of America October 2010 - October 2011
Bank of America December 2008 - October 2010
Bank of America March 2006 - December 2008
Bank of America February 2004 - March 2006
Bank of America March 2002 - February 2004
Skills
Business Process, Mortgage Lending, Project Management, Loan Servicing, Mortgage Servicing, Call Centers, Strategic Planning, Retail Banking, Process Improvement, Management, Mortgage Banking, Loans, Leadership, Financial Risk, Customer Service, Credit, Banking
Education
Appalachian State University 1996 — 2000
BA, Economics
Jamie McSwain's Bank of America Experience May 2008 - Present
Job Proposal Manager at Bank of America
Industry Banking
Experience
Bank of America May 2008 - Present
Bank of America March 2008 - April 2008
Bank of America October 2007 - January 2008
Wachovia, A Wells Fargo Company April 2007 - September 2007
Bank of America June 2006 - February 2007
Bank of America February 2005 - June 2006
Skills
Microsoft Office, Customer Service, Project Management, Marketing, Sales, Banking, Process Improvement, Training, Relationship Management, Strategic Planning
Education
Appalachian State University 1996 — 1998
Bachelor of Science, Communication
University of North Carolina at Charlotte
Certificate, Communication Studies
Bank of America May 2008 - Present
Bank of America March 2008 - April 2008
Bank of America October 2007 - January 2008
Wachovia, A Wells Fargo Company April 2007 - September 2007
Bank of America June 2006 - February 2007
Bank of America February 2005 - June 2006
Skills
Microsoft Office, Customer Service, Project Management, Marketing, Sales, Banking, Process Improvement, Training, Relationship Management, Strategic Planning
Education
Appalachian State University 1996 — 1998
Bachelor of Science, Communication
University of North Carolina at Charlotte
Certificate, Communication Studies
Greg Widener's Bank of America Experience November 2010 - August 2014
Job AHA Team Manager at Apple
Industry Consumer Electronics
Experience
Apple October 2014 - Present
Bank of America November 2010 - August 2014
Titanium Solutions November 2009 - July 2010
CitiMortgage March 2002 - October 2009
First Union National Bank August 1999 - July 2001
Appalachian State University January 2000 - January 2001
Skills
Mortgage Lending, Management, Banking, Call Centers, Leadership, Risk Management, Loans, Consumer Lending, Process Improvement, CRM, Portfolio Management, Loan Servicing, Mortgage Banking, Loss Mitigation, Microsoft Office, Finance, Coaching, Credit Cards, Training, Financial Services, Relationship Management, Foreclosures, Mortgage Servicing, Team Building, Salesforce.com, Real Estate, SharePoint, Web Design, Adobe Creative Suite, Customer Retention, Credit Risk, Outlook, Negotiation, Residential Mortgages, Graphic Design, HTML, CSS, Fine Art, Screen Printing, Leadership Development, Staff Development, Illustration, Learning Management, Recruiting, Customer Service, Microsoft Excel, Financial Analysis, Consumer Electronics, Troubleshooting, Change Management
Education
Appalachian State University 1997 — 2001
BFA, Graphic Design
Apple October 2014 - Present
Bank of America November 2010 - August 2014
Titanium Solutions November 2009 - July 2010
CitiMortgage March 2002 - October 2009
First Union National Bank August 1999 - July 2001
Appalachian State University January 2000 - January 2001
Skills
Mortgage Lending, Management, Banking, Call Centers, Leadership, Risk Management, Loans, Consumer Lending, Process Improvement, CRM, Portfolio Management, Loan Servicing, Mortgage Banking, Loss Mitigation, Microsoft Office, Finance, Coaching, Credit Cards, Training, Financial Services, Relationship Management, Foreclosures, Mortgage Servicing, Team Building, Salesforce.com, Real Estate, SharePoint, Web Design, Adobe Creative Suite, Customer Retention, Credit Risk, Outlook, Negotiation, Residential Mortgages, Graphic Design, HTML, CSS, Fine Art, Screen Printing, Leadership Development, Staff Development, Illustration, Learning Management, Recruiting, Customer Service, Microsoft Excel, Financial Analysis, Consumer Electronics, Troubleshooting, Change Management
Education
Appalachian State University 1997 — 2001
BFA, Graphic Design
Josh League's Bank of America Experience May 2010 - March 2014
Job Implementation Support Specialist @ Viewpointe, LLC
Industry Information Technology and Services
Experience
Viewpointe March 2014 - Present
Bank of America May 2010 - March 2014
Wells Fargo December 2008 - May 2010
IBM March 2006 - November 2008
Wachovia, A Wells Fargo Company November 2005 - 2006
Wachovia August 2004 - November 2005
Skills
Databases, Process Improvement, Servers, Security
Education
Appalachian State University 2000 — 2004
Bachelors, Information Systems
Viewpointe March 2014 - Present
Bank of America May 2010 - March 2014
Wells Fargo December 2008 - May 2010
IBM March 2006 - November 2008
Wachovia, A Wells Fargo Company November 2005 - 2006
Wachovia August 2004 - November 2005
Skills
Databases, Process Improvement, Servers, Security
Education
Appalachian State University 2000 — 2004
Bachelors, Information Systems
John Stoker's Bank of America Experience May 2007 - January 2008
Job Credit Analyst II at CIT
Industry Financial Services
Experience
CIT February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo Advisors December 2008 - July 2012
Wachovia January 2008 - July 2008
Bank of America May 2007 - January 2008
Skills
Credit, Banking, Credit Analysis, Risk Management, Financial Analysis, Customer Service, Portfolio Management, Commercial Lending, Loans
Education
Appalachian State University 2002 — 2006
BA, Finance
CIT February 2014 - Present
Wells Fargo July 2012 - February 2014
Wells Fargo Advisors December 2008 - July 2012
Wachovia January 2008 - July 2008
Bank of America May 2007 - January 2008
Skills
Credit, Banking, Credit Analysis, Risk Management, Financial Analysis, Customer Service, Portfolio Management, Commercial Lending, Loans
Education
Appalachian State University 2002 — 2006
BA, Finance
John T. McElroy's Bank of America Experience October 2000 - Present
Job TOLI consultant at Bank of America
Industry Banking
Experience
Bank of America October 2000 - Present
Bank of America January 1996 - January 1998
Prudential District Office April 1991 - October 1996
Education
Appalachian State University 1988 — 1990
Bachelor of Science, Finance
Bank of America October 2000 - Present
Bank of America January 1996 - January 1998
Prudential District Office April 1991 - October 1996
Education
Appalachian State University 1988 — 1990
Bachelor of Science, Finance
Joan Lyerly's Bank of America Experience 1993 - 1996
Job Research & Production Manager
Industry Financial Services
Experience
Burns-Fazzi, Brock August 2008 - Present
Lend A Hand, LLC January 2000 - August 2008
Bank of America 1993 - 1996
Bank of America 1988 - 1990
Skills
Insurance, Training, Risk Management, Strategic Planning, Program Management, Employee Benefits, Process Improvement, Financial Analysis, Team Building, Vendor Management, Life Insurance, Retirement Planning, Organizational..., Leadership, Project Management
Education
Appalachian State University 1983 — 1987
BSBA, Management
Burns-Fazzi, Brock August 2008 - Present
Lend A Hand, LLC January 2000 - August 2008
Bank of America 1993 - 1996
Bank of America 1988 - 1990
Skills
Insurance, Training, Risk Management, Strategic Planning, Program Management, Employee Benefits, Process Improvement, Financial Analysis, Team Building, Vendor Management, Life Insurance, Retirement Planning, Organizational..., Leadership, Project Management
Education
Appalachian State University 1983 — 1987
BSBA, Management
Jim Farkas's Bank of America Experience June 2009 - January 2014
Job Consultant; ETL Developer
Industry Oil & Energy
Experience
Duke Energy Corporation - through Diversant March 2014 - Present
Bank of America June 2009 - January 2014
Bank of America June 2004 - May 2009
Bank of America June 2001 - May 2004
Bank of America 1998 - 2001
Bank of America 1995 - 1998
NationsBanc Securities 1991 - 1995
NCNB 1990 - 1991
Skills
Banking, Risk Management, SSRS, SSIS, SSmS, Capital Markets, Due Diligence, Microsoft SQL Server, Team Leadership, IT Strategy, Access, Analysis, Analytics, Project Management, Financial Risk
Education
Appalachian State University 1985 — 1989
BSBA, Finance
Duke Energy Corporation - through Diversant March 2014 - Present
Bank of America June 2009 - January 2014
Bank of America June 2004 - May 2009
Bank of America June 2001 - May 2004
Bank of America 1998 - 2001
Bank of America 1995 - 1998
NationsBanc Securities 1991 - 1995
NCNB 1990 - 1991
Skills
Banking, Risk Management, SSRS, SSIS, SSmS, Capital Markets, Due Diligence, Microsoft SQL Server, Team Leadership, IT Strategy, Access, Analysis, Analytics, Project Management, Financial Risk
Education
Appalachian State University 1985 — 1989
BSBA, Finance
Joseph McCumbee's Bank of America Experience May 2008 - June 2009
Job TBA
Industry Information Technology and Services
Experience
Piedmont Aviation Components Services February 2013 - Present
IT Works 2011 - 2014
Bank of America May 2008 - June 2009
Wachovia, A Wells Fargo Company September 1997 - December 2007
Skills
Servers, VMware, Windows Server, Active Directory, Disaster Recovery, Help Desk Support, Troubleshooting, Laptops, SDLC, Windows, Enterprise Architecture, Cluster, Technical Support, HP, Microsoft Exchange, VMware ESX, Virtualization, BMC Remedy, Microsoft SQL Server, Operating Systems
Education
University of North Carolina at Charlotte 1993 — 1996
Criminal Justice and Computer Science
Appalachian State University 1991 — 1993
Music
Piedmont Aviation Components Services February 2013 - Present
IT Works 2011 - 2014
Bank of America May 2008 - June 2009
Wachovia, A Wells Fargo Company September 1997 - December 2007
Skills
Servers, VMware, Windows Server, Active Directory, Disaster Recovery, Help Desk Support, Troubleshooting, Laptops, SDLC, Windows, Enterprise Architecture, Cluster, Technical Support, HP, Microsoft Exchange, VMware ESX, Virtualization, BMC Remedy, Microsoft SQL Server, Operating Systems
Education
University of North Carolina at Charlotte 1993 — 1996
Criminal Justice and Computer Science
Appalachian State University 1991 — 1993
Music
Grady Kidd's Bank of America Experience March 1989 - Present
Job AVP at Bank of America
Industry Banking
Experience
Bank of America March 1989 - Present
Stone Mortgage Corporation January 1981 - March 1989
Skills
Short Sales, Marketing Strategy, First Time Home Buyers, Customer Service, Marketing, Government Loans, Investment Properties, Sellers, Credit, Banking, Home Equity Lines of..., Sales
Education
Appalachian State University 1976 — 1981
BSBA, Economics and Banking
Bank of America March 1989 - Present
Stone Mortgage Corporation January 1981 - March 1989
Skills
Short Sales, Marketing Strategy, First Time Home Buyers, Customer Service, Marketing, Government Loans, Investment Properties, Sellers, Credit, Banking, Home Equity Lines of..., Sales
Education
Appalachian State University 1976 — 1981
BSBA, Economics and Banking
Eric Griggs's Bank of America Experience 2001 - 2003
Job friendly, trusty, tech.
Industry Information Technology and Services
Experience
TechFire 2014 - 2015
Bank of America 2001 - 2003
Skills
Process Improvement, Windows, Business Analysis, Requirements Analysis, Training, Sales, Microsoft Technologies
Education
University of North Carolina at Charlotte
Master’s Degree, Liberal Arts and Sciences/Liberal Studies
Appalachian State University 1988 — 1991
Music Eduction
Appalachian State University
Bachelor's degree, Psychology
University of North Carolina at Charlotte
Bachelor’s Degree, Computer Science
TechFire 2014 - 2015
Bank of America 2001 - 2003
Skills
Process Improvement, Windows, Business Analysis, Requirements Analysis, Training, Sales, Microsoft Technologies
Education
University of North Carolina at Charlotte
Master’s Degree, Liberal Arts and Sciences/Liberal Studies
Appalachian State University 1988 — 1991
Music Eduction
Appalachian State University
Bachelor's degree, Psychology
University of North Carolina at Charlotte
Bachelor’s Degree, Computer Science
Emma Curtin's Bank of America Experience March 2014 - Present
Job Vice President – Sr. Enterprise Compliance Program Manager; Chief Financial Officer Compliance at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Bank of America January 2011 - March 2014
Wells Fargo July 2008 - December 2010
Skills
Internal Audit, Internal Controls, Auditing, Analysis, Business Analysis, Microsoft Excel
Education
Appalachian State University 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Appalachian State University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.9
Bank of America March 2014 - Present
Bank of America January 2011 - March 2014
Wells Fargo July 2008 - December 2010
Skills
Internal Audit, Internal Controls, Auditing, Analysis, Business Analysis, Microsoft Excel
Education
Appalachian State University 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8
Appalachian State University 2003 — 2007
Bachelor's Degree, Business Administration and Management, General, 3.9
Joseph Sequeira's Bank of America Experience May 2000 - October 2006
Job Executive Vice President at BB&T
Industry Financial Services
Experience
BB&T May 2015 - Present
Alvarez & Marsal November 2009 - May 2015
Wells Fargo October 2006 - November 2009
Bank of America May 2000 - October 2006
KPMG December 1997 - May 2000
Skills
Portfolio Management, Risk Management, Due Diligence, Forecasting, Finance, Accounting, Financial Analysis, Auditing, Valuation, Restructuring, Financial Services, Business Process..., Management, Corporate Finance, Banking
Education
Appalachian State University 1996 — 1997
Master of Science, Accounting
BB&T May 2015 - Present
Alvarez & Marsal November 2009 - May 2015
Wells Fargo October 2006 - November 2009
Bank of America May 2000 - October 2006
KPMG December 1997 - May 2000
Skills
Portfolio Management, Risk Management, Due Diligence, Forecasting, Finance, Accounting, Financial Analysis, Auditing, Valuation, Restructuring, Financial Services, Business Process..., Management, Corporate Finance, Banking
Education
Appalachian State University 1996 — 1997
Master of Science, Accounting
Kathryn Spieler's Bank of America Experience February 2011 - June 2014
Job Officer; Ops Sr Analyst MKTS at Bank of America
Industry Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America February 2011 - June 2014
Bank of America January 2008 - June 2011
Skills
Banking, Credit, Customer Service, Finance, Investments, Leadership, Loans, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Portfolio Management, Project Management, Research, Securities, Spreadsheets, Strategic Planning, Tax, Trading, Training
Education
Appalachian State University 2003 — 2007
BSBA, Major: Marketing Minor: International Business
Bank of America Merrill Lynch June 2014 - Present
Bank of America February 2011 - June 2014
Bank of America January 2008 - June 2011
Skills
Banking, Credit, Customer Service, Finance, Investments, Leadership, Loans, Management, Marketing, Microsoft Excel, Microsoft Office, Outlook, Portfolio Management, Project Management, Research, Securities, Spreadsheets, Strategic Planning, Tax, Trading, Training
Education
Appalachian State University 2003 — 2007
BSBA, Major: Marketing Minor: International Business
Jessica Tabler's Bank of America Experience August 2011 - July 2013
Job Orphans & Vulnerable Children Program and Policy Advisor at Office of the U.S. Global AIDS Coordinator (PEPFAR)
Industry International Affairs
Experience
U.S. Department of State August 2013 - Present
Bank of America August 2011 - July 2013
Bank of America October 2010 - August 2011
United Mission to Nepal September 2009 - February 2010
Samaritan's Purse July 2006 - July 2008
Samaritan's Purse August 2004 - July 2006
Skills
Program Management, Leadership Development, Process Improvement, Non-profits, Fundraising, Program Development, Public Speaking, Grant Writing, Research, Project Management, Volunteer Management, Strategic Planning, Event Planning, Microsoft Office, SharePoint, International..., Nonprofits, Community Outreach, Community Development, Coaching, Leadership, Policy, Management
Education
Eastern University 2008 — 2011
MA, International Development
International House Bangkok 2010 — 2010
CELTA, Certificate of English Language Teaching to Adults
Appalachian State University 2001 — 2004
BS, Sociology, Concentration Family Development
U.S. Department of State August 2013 - Present
Bank of America August 2011 - July 2013
Bank of America October 2010 - August 2011
United Mission to Nepal September 2009 - February 2010
Samaritan's Purse July 2006 - July 2008
Samaritan's Purse August 2004 - July 2006
Skills
Program Management, Leadership Development, Process Improvement, Non-profits, Fundraising, Program Development, Public Speaking, Grant Writing, Research, Project Management, Volunteer Management, Strategic Planning, Event Planning, Microsoft Office, SharePoint, International..., Nonprofits, Community Outreach, Community Development, Coaching, Leadership, Policy, Management
Education
Eastern University 2008 — 2011
MA, International Development
International House Bangkok 2010 — 2010
CELTA, Certificate of English Language Teaching to Adults
Appalachian State University 2001 — 2004
BS, Sociology, Concentration Family Development
Jeff Hallmark's Bank of America Experience August 1995 - Present
Job CFA
Industry Banking
Experience
Bank of America August 1995 - Present
Skills
Credit Risk, Account Management, Employee Management, Compliance, Trade Compliance, Regulatory Requirements, Liquidity Risk
Education
Appalachian State University 1988 — 1993
BS, Business Adm
Bank of America August 1995 - Present
Skills
Credit Risk, Account Management, Employee Management, Compliance, Trade Compliance, Regulatory Requirements, Liquidity Risk
Education
Appalachian State University 1988 — 1993
BS, Business Adm
JP Simmons's Bank of America Experience March 2011 - Present
Job Operations Analyst Securities at Bank of America
Industry Banking
Experience
Bank of America March 2011 - Present
CommScope October 2010 - December 2010
CommScope February 2010 - August 2010
Sherwin-Williams Paints May 2006 - December 2007
Skills
Securities, Financial Analysis, Exception Resolution, Budgeting, Compliance, Problem Solving, Time Management, Attention To Detail, Microsoft Office, SharePoint, Adobe Acrobat
Education
University of North Carolina at Charlotte 2008 — 2009
Master of Business Administration (M.B.A.), Real Estate
Appalachian State University 2002 — 2006
Bachelor of Science (B.S.), Economics
Bank of America March 2011 - Present
CommScope October 2010 - December 2010
CommScope February 2010 - August 2010
Sherwin-Williams Paints May 2006 - December 2007
Skills
Securities, Financial Analysis, Exception Resolution, Budgeting, Compliance, Problem Solving, Time Management, Attention To Detail, Microsoft Office, SharePoint, Adobe Acrobat
Education
University of North Carolina at Charlotte 2008 — 2009
Master of Business Administration (M.B.A.), Real Estate
Appalachian State University 2002 — 2006
Bachelor of Science (B.S.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS