Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Diane Muscara Diane Muscara's Bank of America Experience July 2015 - Present
Job Business Banker at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
SunTrust Bank June 2012 - June 2015
Wells Fargo November 2000 - June 2012
Skills
Commercial Banking, Consumer Lending, Customer Service, Loans, Commercial Lending, Small Business Lending, Microsoft Office, Commercial Mortgages, Lines Of Credit, Banking, Credit, Credit Analysis, Finance, Management, Mortgage Lending, Real Estate, Retail Banking, Sales
Education
Florida State University - College of Business 1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America July 2015 - Present
SunTrust Bank June 2012 - June 2015
Wells Fargo November 2000 - June 2012
Skills
Commercial Banking, Consumer Lending, Customer Service, Loans, Commercial Lending, Small Business Lending, Microsoft Office, Commercial Mortgages, Lines Of Credit, Banking, Credit, Credit Analysis, Finance, Management, Mortgage Lending, Real Estate, Retail Banking, Sales
Education
Florida State University - College of Business 1979 — 1983
Bachelor of Arts (B.A.), Business Administration and Management, General
Michael D'Ambrosia Michael D'Ambrosia's Bank of America Experience October 2011 - March 2014
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2014 - Present
Bank of America October 2011 - March 2014
Black Diamond Performance Reporting July 2010 - November 2011
Merrill Lynch February 2007 - July 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Analysis, Training, Mutual Funds, Financial Services, Finance, Financial Analysis, Investments, Series 63, Operations Management, Portfolio Management
Education
Florida State University - College of Business 2004 — 2006
MBA, Business Administration
University of Florida 1999 — 2003
BS - Finance, Business Administration - Finance
Merrill Edge March 2014 - Present
Bank of America October 2011 - March 2014
Black Diamond Performance Reporting July 2010 - November 2011
Merrill Lynch February 2007 - July 2010
Merrill Lynch January 2004 - February 2007
Skills
Series 7, Analysis, Training, Mutual Funds, Financial Services, Finance, Financial Analysis, Investments, Series 63, Operations Management, Portfolio Management
Education
Florida State University - College of Business 2004 — 2006
MBA, Business Administration
University of Florida 1999 — 2003
BS - Finance, Business Administration - Finance
Art Moffa's Bank of America Experience August 1997 - January 1999
Job Director of Quality Assurance at Fidelity National Information Services (FIS)
Industry Information Technology and Services
Experience
FIS March 2011 - Present
FIS April 2008 - March 2011
FIS April 2004 - April 2008
FIS September 2001 - April 2004
Kirchman Corporation January 1999 - September 2001
Bank of America August 1997 - January 1999
Skills
Quality Assurance, Testing, Process Development, Programming, SDLC, Process Simulation, Software Quality..., Software Development, Integration, Software Documentation, Process Improvement, Business Requirements, SharePoint, Visio, PMP, Requirements Analysis, .NET, Requirements Gathering, Enterprise Software, Software Project..., Agile Methodologies, User Acceptance Testing, Business Process, Business Analysis, Quality Center, SQL, Vendor Management, Systems Analysis, Databases, Microsoft SQL Server, DB2, Business Intelligence, Data Warehousing, Software Design, VBScript, JavaScript, SSIS, MS Project
Education
Florida State University - College of Business 1991 — 1996
BS, Multinational Business
FIS March 2011 - Present
FIS April 2008 - March 2011
FIS April 2004 - April 2008
FIS September 2001 - April 2004
Kirchman Corporation January 1999 - September 2001
Bank of America August 1997 - January 1999
Skills
Quality Assurance, Testing, Process Development, Programming, SDLC, Process Simulation, Software Quality..., Software Development, Integration, Software Documentation, Process Improvement, Business Requirements, SharePoint, Visio, PMP, Requirements Analysis, .NET, Requirements Gathering, Enterprise Software, Software Project..., Agile Methodologies, User Acceptance Testing, Business Process, Business Analysis, Quality Center, SQL, Vendor Management, Systems Analysis, Databases, Microsoft SQL Server, DB2, Business Intelligence, Data Warehousing, Software Design, VBScript, JavaScript, SSIS, MS Project
Education
Florida State University - College of Business 1991 — 1996
BS, Multinational Business
Jeremy Steadman's Bank of America Experience May 2003 - August 2005
Job Territory Channel Manager Southeast at Tripp Lite
Industry Information Technology and Services
Experience
Tripp Lite September 2014 - Present
RouteMatch Software August 2010 - September 2014
Southern Computer Warehouse 2005 - 2010
Bank of America May 2003 - August 2005
Skills
Business Development, Strategic Planning, Negotiation, Account Management, Government Procurement, Sales Management, Salesforce.com, New Business Development, Solution Selling, Strategic Partnerships, Sales Process, Direct Sales, SaaS, Contract Negotiation, Cold Calling, Leadership, Program Management, Management, Sales Operations, Enterprise Software, Sales, Training, Marketing Strategy, Team Management, Selling, Operations Management, Cloud Computing, B2B, Strategy, CRM, Customer Service, Customer Retention, Product Management, Start-ups, Vendor Management, Team Leadership, Sales Presentations, Team Building
Education
Florida State University - College of Business
Economics, Political Science
Gonzaga University
MA, Organizational Leadership
Miami Beach Senior High School
Tripp Lite September 2014 - Present
RouteMatch Software August 2010 - September 2014
Southern Computer Warehouse 2005 - 2010
Bank of America May 2003 - August 2005
Skills
Business Development, Strategic Planning, Negotiation, Account Management, Government Procurement, Sales Management, Salesforce.com, New Business Development, Solution Selling, Strategic Partnerships, Sales Process, Direct Sales, SaaS, Contract Negotiation, Cold Calling, Leadership, Program Management, Management, Sales Operations, Enterprise Software, Sales, Training, Marketing Strategy, Team Management, Selling, Operations Management, Cloud Computing, B2B, Strategy, CRM, Customer Service, Customer Retention, Product Management, Start-ups, Vendor Management, Team Leadership, Sales Presentations, Team Building
Education
Florida State University - College of Business
Economics, Political Science
Gonzaga University
MA, Organizational Leadership
Miami Beach Senior High School
Chuck Watford's Bank of America Experience 2000 - 2005
Job Credit Products Officer/SVP at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2005 - Present
Bank of America 2000 - 2005
Bank of America 1998 - 2000
Skills
Credit Risk, Credit Analysis, Commercial Banking, Commercial Lending
Education
Florida State University - College of Business
Finance, General
Bank of America Merrill Lynch November 2005 - Present
Bank of America 2000 - 2005
Bank of America 1998 - 2000
Skills
Credit Risk, Credit Analysis, Commercial Banking, Commercial Lending
Education
Florida State University - College of Business
Finance, General
Anthony M. Sifontes's Bank of America Experience October 2011 - November 2013
Job MBA Candidate, UNC KenanFlagler Business School
Industry Higher Education
Experience
Dell May 2015 - August 2015
Capital Markets Advisors LLC November 2013 - June 2014
Bank of America October 2011 - November 2013
Delta Logistics & Delivery August 2010 - May 2011
Skills
Marketing Strategy, Marketing Communications, Relationship Management, Project Management, Microsoft Excel, Six Sigma, Anti Money Laundering, Stakeholder Engagement, VBA, Microsoft SQL Server, MS Project, SFDC, KYC, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Florida State University - College of Business 2007 — 2011
B.S.
The Consortium for Graduate Study in Management
The Consortium for Graduate Study in Management
Dell May 2015 - August 2015
Capital Markets Advisors LLC November 2013 - June 2014
Bank of America October 2011 - November 2013
Delta Logistics & Delivery August 2010 - May 2011
Skills
Marketing Strategy, Marketing Communications, Relationship Management, Project Management, Microsoft Excel, Six Sigma, Anti Money Laundering, Stakeholder Engagement, VBA, Microsoft SQL Server, MS Project, SFDC, KYC, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
Florida State University - College of Business 2007 — 2011
B.S.
The Consortium for Graduate Study in Management
The Consortium for Graduate Study in Management
Wendy Healan's Bank of America Experience February 1997 - July 2000
Job Strategic Account Manager
Industry Financial Services
Experience
Equifax July 2011 - Present
Mortgage Now November 2004 - July 2011
Prudential Bank April 2000 - November 2004
Bank of America February 1997 - July 2000
Skills
Credit, Mortgage Lending, Residential Mortgages, Real Estate, FHA, USDA, Credit Analysis, Negotiation, Management, Account Management, Sales Process, Marketing Strategy, Sales, New Business Development, Finance, Sales Management, Strategic Planning, Sales Operations, Business Development, Relationship Management, Solution Selling, Salesforce.com, Loans, Banking, Marketing, Risk Management, Portfolio Management, Loan Origination, Selling
Education
Florida State University 1984 — 1988
Business, Comunications
Equifax July 2011 - Present
Mortgage Now November 2004 - July 2011
Prudential Bank April 2000 - November 2004
Bank of America February 1997 - July 2000
Skills
Credit, Mortgage Lending, Residential Mortgages, Real Estate, FHA, USDA, Credit Analysis, Negotiation, Management, Account Management, Sales Process, Marketing Strategy, Sales, New Business Development, Finance, Sales Management, Strategic Planning, Sales Operations, Business Development, Relationship Management, Solution Selling, Salesforce.com, Loans, Banking, Marketing, Risk Management, Portfolio Management, Loan Origination, Selling
Education
Florida State University 1984 — 1988
Business, Comunications
David Glickman's Bank of America Experience June 2010 - September 2011
Job Law Clerk at Wicker Smith et. al.
Industry Law Practice
Experience
Wicker Smith et. al. August 2015 - Present
Buchanan Ingersoll & Rooney PC October 2013 - May 2015
United States Bankruptcy Court S.D. FL June 2013 - August 2013
Littlejohn Mann & Associates January 2013 - May 2013
The Moya Group September 2011 - March 2012
Bank of America June 2010 - September 2011
Olympia Media Group October 2010 - January 2011
Florida House of Representatives March 2010 - May 2010
Skills
Microsoft Excel, Leadership, Public Relations, Finance, Administrative Law, Teamwork, Capital Markets, Legal Research, Oral & Written..., Securities Regulation, Legislative Relations, Small Business, Insurance Regulatory, Legal Writing, Business Planning, Contractual Agreements, Strategy, Financial Analysis, Sales, Marketing, Politics
Education
Florida State University College of Law 2012 — 2015
Juris Doctor
Florida State University - College of Business 2008 — 2011
Bachelor of Science, Finance Cum Laude
Wicker Smith et. al. August 2015 - Present
Buchanan Ingersoll & Rooney PC October 2013 - May 2015
United States Bankruptcy Court S.D. FL June 2013 - August 2013
Littlejohn Mann & Associates January 2013 - May 2013
The Moya Group September 2011 - March 2012
Bank of America June 2010 - September 2011
Olympia Media Group October 2010 - January 2011
Florida House of Representatives March 2010 - May 2010
Skills
Microsoft Excel, Leadership, Public Relations, Finance, Administrative Law, Teamwork, Capital Markets, Legal Research, Oral & Written..., Securities Regulation, Legislative Relations, Small Business, Insurance Regulatory, Legal Writing, Business Planning, Contractual Agreements, Strategy, Financial Analysis, Sales, Marketing, Politics
Education
Florida State University College of Law 2012 — 2015
Juris Doctor
Florida State University - College of Business 2008 — 2011
Bachelor of Science, Finance Cum Laude
Robert Bryson Robert Bryson's Bank of America Experience 2003 - 2008
Job V.P. Principal Business Relationship Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2011 - Present
Independent Investment Advisor 2008 - 2011
Bank of America 2003 - 2008
Skills
Portfolio Management, Commercial Lending, Banking, Loans, Credit, Commercial Banking, Credit Analysis, Wealth Management, Mortgage Lending, Lines Of Credit, Treasury Management, SBA, Investments, Loan Origination, Asset Based Lending, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk
Education
Florida State University - College of Business 1999 — 2000
MBA, Finance
Hampden-Sydney College 1990 — 1994
BA, Economics
Wells Fargo Bank 2011 - Present
Independent Investment Advisor 2008 - 2011
Bank of America 2003 - 2008
Skills
Portfolio Management, Commercial Lending, Banking, Loans, Credit, Commercial Banking, Credit Analysis, Wealth Management, Mortgage Lending, Lines Of Credit, Treasury Management, SBA, Investments, Loan Origination, Asset Based Lending, Financial Analysis, Credit Risk, Mergers & Acquisitions, Financial Risk
Education
Florida State University - College of Business 1999 — 2000
MBA, Finance
Hampden-Sydney College 1990 — 1994
BA, Economics
Douglas Thomas's Bank of America Experience December 2013 - May 2014
Job Operations Control Analyst at Bank of America
Industry Financial Services
Experience
Bank of America December 2013 - May 2014
Bank of America June 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, Credit Analysis, Banking, Credit, Microsoft Office, Loans, Microsoft Word, Customer Service, PowerPoint, Real Estate, Mortgage Lending
Education
Florida State University - College of Business 2008 — 2012
Bachelor's degree, Finance
Bank of America December 2013 - May 2014
Bank of America June 2012 - December 2013
Skills
Financial Analysis, Microsoft Excel, Credit Analysis, Banking, Credit, Microsoft Office, Loans, Microsoft Word, Customer Service, PowerPoint, Real Estate, Mortgage Lending
Education
Florida State University - College of Business 2008 — 2012
Bachelor's degree, Finance
Don Delle Donne, PMP Don Delle Donne, PMP's Bank of America Experience March 2013 - October 2014
Job Business Analyst / Project Manager
Industry Financial Services
Experience
Citi May 2015 - Present
Bank of America March 2013 - October 2014
Bank of America May 1990 - October 2014
Coca-Cola Refreshments September 2012 - March 2013
Prudential Financial January 2011 - November 2011
Bank of America May 1990 - June 2010
WindStar Development Company January 1989 - January 1990
DONALD J January 1988 - January 1989
Barnett Bank January 1986 - January 1988
Skills
Project Management, Six Sigma, Business Analysis, Accounting, Sales, Networking, PMP, FINRA, Health Insurance, Finance, Financial Analysis, CRM, Customer Service, Process Improvement, Strategy, Management, Leadership, Vendor Management, Risk Management
Education
State of Florida 2011 — 2012
Insurance license, State of Florida
Florida State University - College of Business 1981 — 1985
Bachelor of Science (B.S.), Economics
University of South Florida - College of Business Administration 1982 — 1984
N/A, Business/Managerial Economics
Citi May 2015 - Present
Bank of America March 2013 - October 2014
Bank of America May 1990 - October 2014
Coca-Cola Refreshments September 2012 - March 2013
Prudential Financial January 2011 - November 2011
Bank of America May 1990 - June 2010
WindStar Development Company January 1989 - January 1990
DONALD J January 1988 - January 1989
Barnett Bank January 1986 - January 1988
Skills
Project Management, Six Sigma, Business Analysis, Accounting, Sales, Networking, PMP, FINRA, Health Insurance, Finance, Financial Analysis, CRM, Customer Service, Process Improvement, Strategy, Management, Leadership, Vendor Management, Risk Management
Education
State of Florida 2011 — 2012
Insurance license, State of Florida
Florida State University - College of Business 1981 — 1985
Bachelor of Science (B.S.), Economics
University of South Florida - College of Business Administration 1982 — 1984
N/A, Business/Managerial Economics
Burns Mac Lowry, Jr. CIMA®, CPWA® Burns Mac Lowry, Jr. CIMA®, CPWA®'s Bank of America Experience January 2005 - December 2006
Job ETF Specialist Private Bank and UHNW at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
BlackRock April 2013 - Present
UBS June 2012 - March 2013
UBS Financial Services Inc. January 2007 - June 2012
Bank of America January 2005 - December 2006
Merrill Lynch January 1991 - January 2005
First Union Capital Management Group January 1994 - January 1996
Skills
Wealth Management, Insurance, Hedge Funds, Series 7, Investments, Mutual Funds, High Net Worth..., Portfolio Management, Investment Strategies, Investment Advisory, Asset Management, ETFs, Fixed Income, Alternative Investments, Asset Allocation, Equities, Business Development, Series 63, Securities, Wealth Management...
Education
Wharton School of Business 2009 — 2011
Securities Industry Institute SII
Florida State University - College of Business 1986 — 1990
Bachelor of Science (B.S.), Marketing
Investment Management Consultants Association
CIMA®, CPWA®
Sally Balthaser's Bank of America Experience March 2012 - Present
Job Loan Underwriter at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
Beathe Into Yoga 2010 - Present
GE 2001 - 2006
Skills
Credit, Coaching, Commercial Lending, Credit Analysis, Customer Service, Financial Services, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Outlook, Relationship Management, Sales, Small Business, Strategic Planning, Team Building, Team Leadership, Training, Underwriting, Valuation, Yoga, Budgets, Process Improvement, Teaching, Banking, Due Diligence
Education
Florida State University - College of Business
Bank of America March 2012 - Present
Beathe Into Yoga 2010 - Present
GE 2001 - 2006
Skills
Credit, Coaching, Commercial Lending, Credit Analysis, Customer Service, Financial Services, Leadership, Management, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Outlook, Relationship Management, Sales, Small Business, Strategic Planning, Team Building, Team Leadership, Training, Underwriting, Valuation, Yoga, Budgets, Process Improvement, Teaching, Banking, Due Diligence
Education
Florida State University - College of Business
Sean Kaplan's Bank of America Experience July 2015 - Present
Job Personal banking expert, specializing in holistic financial solutions for all our clients' needs.
Industry Financial Services
Experience
Bank of America July 2015 - Present
nexogy® November 2014 - July 2015
Skybox Financial Group July 2012 - February 2014
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Insurance, Wealth, Wealth Management..., Wealth Management, Life Insurance, Fixed Annuities, Indexed Annuities, Financial Analysis, Asset Allocation, Disability Insurance, Microsoft Office, Account Management, Supplemental Insurance, VoIP, Business Communications, Telecommunication..., VoIP protocols SIP, Mobile VoIP, Business Development, Financial Planning, Budgets, Customer Service, Management, Marketing Strategy, Sales, Finance, Marketing
Education
Stetson University - Masters of Business Administration 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business 2004 — 2009
Bachelor's Degree, Finance
Bank of America July 2015 - Present
nexogy® November 2014 - July 2015
Skybox Financial Group July 2012 - February 2014
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Retirement, Insurance, Wealth, Wealth Management..., Wealth Management, Life Insurance, Fixed Annuities, Indexed Annuities, Financial Analysis, Asset Allocation, Disability Insurance, Microsoft Office, Account Management, Supplemental Insurance, VoIP, Business Communications, Telecommunication..., VoIP protocols SIP, Mobile VoIP, Business Development, Financial Planning, Budgets, Customer Service, Management, Marketing Strategy, Sales, Finance, Marketing
Education
Stetson University - Masters of Business Administration 2009 — 2010
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business 2004 — 2009
Bachelor's Degree, Finance
Stacey Gossett Robinson's Bank of America Experience 1991 - 1998
Job Assistant Professor of Marketing
Industry Marketing and Advertising
Experience
East Carolina University August 2011 - Present
Florida State University 2007 - August 2011
First Citizens Bank February 2006 - December 2006
First Citizens Bank January 1998 - December 2001
Bank of America 1991 - 1998
Skills
Data Analysis, Social Networking, Segmentation, Public Speaking, Marketing Research, Strategic Planning, Facebook, Marketing, Marketing Strategy, Higher Education, SPSS, Marketing Management, Research, Statistics, Banking, Leadership, Survey Research, Customer Service, University Teaching, PowerPoint, Qualitative Research, Teaching, Retail Marketing, Event Management, Marketing Communications, Microsoft Office, Advertising, Social Media Marketing, Public Relations, Consumer Behaviour, Market Research, Event Planning, Quantitative Research, Project Management, Social Media
Education
Florida State University - College of Business 2007 — 2010
Ph.D., Marketing
Meredith College
MBA
University of Central Florida - College of Business Administration
BSBA, Marketing
East Carolina University August 2011 - Present
Florida State University 2007 - August 2011
First Citizens Bank February 2006 - December 2006
First Citizens Bank January 1998 - December 2001
Bank of America 1991 - 1998
Skills
Data Analysis, Social Networking, Segmentation, Public Speaking, Marketing Research, Strategic Planning, Facebook, Marketing, Marketing Strategy, Higher Education, SPSS, Marketing Management, Research, Statistics, Banking, Leadership, Survey Research, Customer Service, University Teaching, PowerPoint, Qualitative Research, Teaching, Retail Marketing, Event Management, Marketing Communications, Microsoft Office, Advertising, Social Media Marketing, Public Relations, Consumer Behaviour, Market Research, Event Planning, Quantitative Research, Project Management, Social Media
Education
Florida State University - College of Business 2007 — 2010
Ph.D., Marketing
Meredith College
MBA
University of Central Florida - College of Business Administration
BSBA, Marketing
Shanett Edwards, CPA, MBA, MST's Bank of America Experience September 1999 - January 2003
Job Sr. Manager at Ernst & Young
Industry Accounting
Experience
EY December 2014 - Present
PCAOB February 2013 - December 2014
Friedman LLP July 2008 - May 2012
Friedman LLP January 2005 - July 2008
KPMG US September 2003 - November 2004
Bank of America September 1999 - January 2003
Bank of America December 1996 - September 1999
Skills
SEC Financial Reporting, US GAAP, Audits of Employee..., External Audit, Revenue Recognition, Financial Reporting, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, CPA, SEC filings, Accounting, Financial Statements, Auditing, SEC Filings
Education
University of Miami 2000 — 2003
MST, MBA
Florida State University - College of Business 1991 — 1994
Bachelor of Science (BS), Finance & Marketing
EY December 2014 - Present
PCAOB February 2013 - December 2014
Friedman LLP July 2008 - May 2012
Friedman LLP January 2005 - July 2008
KPMG US September 2003 - November 2004
Bank of America September 1999 - January 2003
Bank of America December 1996 - September 1999
Skills
SEC Financial Reporting, US GAAP, Audits of Employee..., External Audit, Revenue Recognition, Financial Reporting, Internal Controls, Sarbanes-Oxley, Sarbanes-Oxley Act, GAAP, CPA, SEC filings, Accounting, Financial Statements, Auditing, SEC Filings
Education
University of Miami 2000 — 2003
MST, MBA
Florida State University - College of Business 1991 — 1994
Bachelor of Science (BS), Finance & Marketing
Zhu (Becky) Liu Zhu (Becky) Liu's Bank of America Experience October 2006 - May 2013
Job Learning Manager at TIAACREF
Industry Banking
Experience
TIAA-CREF August 2014 - Present
TIAA-CREF May 2013 - July 2014
Bank of America October 2006 - May 2013
Bank of America October 2008 - October 2009
Skills
Instructional Design, Blended Learning, Learning Analytics, ADDIE, Performance Consulting, Instructional Systems..., Project Management, Supplier Sourcing, Technical Writing, Needs Analysis, Captivate, Learning Management, Training, E-Learning, Learning & Development..., Performance Improvement, Visio, Organizational..., SharePoint, Employee Training, Organizational Learning, Leadership Development, Adult Education
Education
Florida State University 2004 — 2006
MS, Instructional Systems
Sichuan International Studies University 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
TIAA-CREF August 2014 - Present
TIAA-CREF May 2013 - July 2014
Bank of America October 2006 - May 2013
Bank of America October 2008 - October 2009
Skills
Instructional Design, Blended Learning, Learning Analytics, ADDIE, Performance Consulting, Instructional Systems..., Project Management, Supplier Sourcing, Technical Writing, Needs Analysis, Captivate, Learning Management, Training, E-Learning, Learning & Development..., Performance Improvement, Visio, Organizational..., SharePoint, Employee Training, Organizational Learning, Leadership Development, Adult Education
Education
Florida State University 2004 — 2006
MS, Instructional Systems
Sichuan International Studies University 2000 — 2004
Bachelor of Arts (BA), International Relations and Affairs
James Grimsley's Bank of America Experience September 2009 - Present
Job Senior Vice President; Sr. Product Strategy and Design Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2009 - Present
In Motion Video Productions August 2006 - Present
Bank of America September 2009 - July 2012
Bank of America September 2009 - September 2010
Bank of America May 2008 - September 2009
Bank of America December 2006 - April 2008
Bank of America January 2006 - December 2006
Skills
Contract Negotiation, Mergers, Vendor Relations, Banking, PMP, Research, Strategy Development, Customer Experience, Policy, Transitions, Negotiation, PMI, Planning, Intellectual Property, Strategic Planning, Strategy, Vendor Management, Project Planning, Mergers & Acquisitions, Risk Management, Product Management, Budgets, Management, Leadership, Requirements Analysis, IT Strategy, Integration, Program Management, E-commerce, Training, Business Analysis, Business Process..., Project Management
Education
Florida State University - College of Business 2001 — 2003
Bachelor of Science, Management Information Systems
Bank of America September 2009 - Present
In Motion Video Productions August 2006 - Present
Bank of America September 2009 - July 2012
Bank of America September 2009 - September 2010
Bank of America May 2008 - September 2009
Bank of America December 2006 - April 2008
Bank of America January 2006 - December 2006
Skills
Contract Negotiation, Mergers, Vendor Relations, Banking, PMP, Research, Strategy Development, Customer Experience, Policy, Transitions, Negotiation, PMI, Planning, Intellectual Property, Strategic Planning, Strategy, Vendor Management, Project Planning, Mergers & Acquisitions, Risk Management, Product Management, Budgets, Management, Leadership, Requirements Analysis, IT Strategy, Integration, Program Management, E-commerce, Training, Business Analysis, Business Process..., Project Management
Education
Florida State University - College of Business 2001 — 2003
Bachelor of Science, Management Information Systems
Ivan Da Castiglione's Bank of America Experience October 2005 - June 2008
Job Currently unemployedActively seeking full time work in banking and finance industry. Pls contact me for resume.
Industry Banking
Experience
Unemployed - seeking working 2015 - Present
Mercantil Commercebank N.A. September 2013 - September 2015
City National Bank September 2010 - September 2011
Juiceblendz, International February 2009 - August 2010
Bank of America October 2005 - June 2008
Espirito Santo Bank March 2001 - April 2005
Espirito Santo Bank February 2000 - March 2001
Skills
Investments, Auditing, Securities, Mutual Funds, Financial Services, Cash Flow, Bonds, Management, Internal Audit, Credit, Commercial Banking, Credit Analysis, Finance, Private Banking, Loans, Leadership, Banking, Portfolio Management
Education
Florida State University - College of Business 1994 — 1999
Bachelor of Science, International Business
Christopher Columbus High School 1990 — 1994
High School Diploma, Secondary
Unemployed - seeking working 2015 - Present
Mercantil Commercebank N.A. September 2013 - September 2015
City National Bank September 2010 - September 2011
Juiceblendz, International February 2009 - August 2010
Bank of America October 2005 - June 2008
Espirito Santo Bank March 2001 - April 2005
Espirito Santo Bank February 2000 - March 2001
Skills
Investments, Auditing, Securities, Mutual Funds, Financial Services, Cash Flow, Bonds, Management, Internal Audit, Credit, Commercial Banking, Credit Analysis, Finance, Private Banking, Loans, Leadership, Banking, Portfolio Management
Education
Florida State University - College of Business 1994 — 1999
Bachelor of Science, International Business
Christopher Columbus High School 1990 — 1994
High School Diploma, Secondary
Rebecca Patel's Bank of America Experience January 1997 - Present
Job Vice President, Portfolio Management Officer III, Commercial Banking at Bank of America
Industry Banking
Experience
Sigma Kappa Sorority June 2014 - Present
Bank of America January 1997 - Present
Sigma Kappa Sorority August 2006 - June 2014
Junior League of Jacksonville August 1998 - June 2012
SunTrust Bank March 2003 - March 2006
Skills
Commercial Banking, Banking, Fundraising, Commercial Lending, Non-profits, Marketing, Loans, Event Planning, Sales, Public Speaking, Budgets, Credit, Credit Analysis, Customer Service, Public Relations, Microsoft Excel, Strategic Planning, Financial Analysis, Nonprofits, Team Building, Training, Portfolio Management, Management, Finance, Risk Management, Analysis, New Business Development
Education
Nova Southeastern University 1998 — 2000
Master of Business Administration (MBA), MBA
Florida State University - College of Business 1992 — 1996
Finance, Finance
Sigma Kappa Sorority June 2014 - Present
Bank of America January 1997 - Present
Sigma Kappa Sorority August 2006 - June 2014
Junior League of Jacksonville August 1998 - June 2012
SunTrust Bank March 2003 - March 2006
Skills
Commercial Banking, Banking, Fundraising, Commercial Lending, Non-profits, Marketing, Loans, Event Planning, Sales, Public Speaking, Budgets, Credit, Credit Analysis, Customer Service, Public Relations, Microsoft Excel, Strategic Planning, Financial Analysis, Nonprofits, Team Building, Training, Portfolio Management, Management, Finance, Risk Management, Analysis, New Business Development
Education
Nova Southeastern University 1998 — 2000
Master of Business Administration (MBA), MBA
Florida State University - College of Business 1992 — 1996
Finance, Finance
Neil McLean,CPA's Bank of America Experience 2006 - Present
Job SVP; Manager, Finance Support Strategy & Transformation at Bank of America
Industry Banking
Experience
Bank of America 2006 - Present
International Paper, Imaging 1988 - 1996
Cookson Group plc 1988 - 1993
Skills
Banking, Financial Modeling, Credit, Financial Analysis, Retail Banking, Financial Risk, Essbase, Risk Management, Credit Analysis, Strategic Financial..., Process Improvement, Finance, Managerial Finance, Financial Services, Strategy, Financial Planning
Education
Florida State University - College of Business 1985 — 1987
BS, Accounting & Finance
Santa Fe High 1973 — 1977
Bank of America 2006 - Present
International Paper, Imaging 1988 - 1996
Cookson Group plc 1988 - 1993
Skills
Banking, Financial Modeling, Credit, Financial Analysis, Retail Banking, Financial Risk, Essbase, Risk Management, Credit Analysis, Strategic Financial..., Process Improvement, Finance, Managerial Finance, Financial Services, Strategy, Financial Planning
Education
Florida State University - College of Business 1985 — 1987
BS, Accounting & Finance
Santa Fe High 1973 — 1977
Andrew Disbrow's Bank of America Experience April 2014 - Present
Job Manager, Finance Risk Management at Bank of America
Industry Accounting
Experience
Bank of America April 2014 - Present
KPMG September 2004 - March 2014
Skills
CPA - North Carolina, CPA - Florida, IFRS Certified, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Financial Accounting, SEC Filings, GAAP, External Audit
Education
Florida State University - College of Business 2003 — 2004
Masters, Accounting
Florida State University - College of Business 1999 — 2003
BS, Accounting
Bank of America April 2014 - Present
KPMG September 2004 - March 2014
Skills
CPA - North Carolina, CPA - Florida, IFRS Certified, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Financial Accounting, SEC Filings, GAAP, External Audit
Education
Florida State University - College of Business 2003 — 2004
Masters, Accounting
Florida State University - College of Business 1999 — 2003
BS, Accounting
Patrick Fisher's Bank of America Experience February 2011 - August 2014
Job Citi Global Rewards
Industry Banking
Experience
Citi September 2014 - Present
Bank of America February 2011 - August 2014
J.P. Morgan October 2009 - October 2012
Skills
Testing, Quality Assurance, User Acceptance Testing, Operating Systems, Change Management, Networking, Hardware, Banking, Retail Banking, Credit, Loans, Commercial Banking, Refinance, FHA, Mortgage Lending, Test Planning, Business Requirements, Customer Service, Leadership, Management, Analysis, HP Quality Center
Education
Florida State University - College of Business
Associate of Arts (AA), Computer Network Technology
Citi September 2014 - Present
Bank of America February 2011 - August 2014
J.P. Morgan October 2009 - October 2012
Skills
Testing, Quality Assurance, User Acceptance Testing, Operating Systems, Change Management, Networking, Hardware, Banking, Retail Banking, Credit, Loans, Commercial Banking, Refinance, FHA, Mortgage Lending, Test Planning, Business Requirements, Customer Service, Leadership, Management, Analysis, HP Quality Center
Education
Florida State University - College of Business
Associate of Arts (AA), Computer Network Technology
Jeff Asher, CFA's Bank of America Experience July 1998 - July 2003
Job Director of Investments at Heritage Trust Company
Industry Investment Management
Experience
Heritage Trust Company July 2014 - Present
Heritage Trust Company October 2012 - June 2014
Asher Consulting November 2010 - September 2012
Lindner Capital Advisors, Inc. March 2010 - October 2010
Asher Consulting November 2005 - February 2010
Rowland & Company February 2004 - July 2005
Bank of America July 1998 - July 2003
Paradigm Capital Management November 1996 - May 1998
Franklin Templeton Investments June 1995 - August 1996
Northern Trust Asset Management March 1993 - May 1995
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Equities, Model Portfolios, Fixed Income, Equity Research, Mutual Funds, Trading, Alternative Investments, Finance, Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Asset Managment, Research, Financial Markets, Equity Trading, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Services, Capital Markets, Tactical Asset..., Managed Futures, Portfolio Optimization, Institutional, Indexing, Strategic Thinking, Financial Advisory, High Net Worth..., Investment Banking, Derivatives, ETFs, Institutional..., Financial Risk, Wealth Management..., Global Macro, Options, Hedging, Strategic Asset..., Mutual Fund Research, Manager Research, Investment Operations
Education
Florida State University - College of Business
B.S., Finance
Heritage Trust Company July 2014 - Present
Heritage Trust Company October 2012 - June 2014
Asher Consulting November 2010 - September 2012
Lindner Capital Advisors, Inc. March 2010 - October 2010
Asher Consulting November 2005 - February 2010
Rowland & Company February 2004 - July 2005
Bank of America July 1998 - July 2003
Paradigm Capital Management November 1996 - May 1998
Franklin Templeton Investments June 1995 - August 1996
Northern Trust Asset Management March 1993 - May 1995
Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Equities, Model Portfolios, Fixed Income, Equity Research, Mutual Funds, Trading, Alternative Investments, Finance, Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Asset Managment, Research, Financial Markets, Equity Trading, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Services, Capital Markets, Tactical Asset..., Managed Futures, Portfolio Optimization, Institutional, Indexing, Strategic Thinking, Financial Advisory, High Net Worth..., Investment Banking, Derivatives, ETFs, Institutional..., Financial Risk, Wealth Management..., Global Macro, Options, Hedging, Strategic Asset..., Mutual Fund Research, Manager Research, Investment Operations
Education
Florida State University - College of Business
B.S., Finance
Shei Unger, CFP®'s Bank of America Experience September 2002 - July 2006
Job Director at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management February 2013 - Present
White Knight Capital, LLC February 2011 - Present
Unger & Co. Commercial Capital, Inc. September 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - September 2010
Bank of America September 2002 - July 2006
Skills
Mezzanine, Banking, Credit, Debt, Investments, Financial Planning, Financial Analysis, Asset Management, Series 7, Middle Market, Interest Rate Swaps, Strategic Financial..., Wealth Management, Finance, Capital Markets, Commercial Lending, Loans, Financial Advisory, Asset Allocation, Treasury Management, Estate Planning, Portfolio Management, Investment Management, Relationship Management, Mergers & Acquisitions, Derivatives, Wealth, Project Finance, Asset Based Lending
Education
Florida State University - College of Business
Finance
BNY Mellon Wealth Management February 2013 - Present
White Knight Capital, LLC February 2011 - Present
Unger & Co. Commercial Capital, Inc. September 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management July 2006 - September 2010
Bank of America September 2002 - July 2006
Skills
Mezzanine, Banking, Credit, Debt, Investments, Financial Planning, Financial Analysis, Asset Management, Series 7, Middle Market, Interest Rate Swaps, Strategic Financial..., Wealth Management, Finance, Capital Markets, Commercial Lending, Loans, Financial Advisory, Asset Allocation, Treasury Management, Estate Planning, Portfolio Management, Investment Management, Relationship Management, Mergers & Acquisitions, Derivatives, Wealth, Project Finance, Asset Based Lending
Education
Florida State University - College of Business
Finance
Sydney Ivey Sydney Ivey's Bank of America Experience August 2015 - Present
Job Strategy Executive, SVP at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Bank of America January 2012 - August 2015
Bank of America August 2009 - January 2012
Bank of America October 2008 - October 2009
Bank of America August 2006 - October 2008
JPMorgan Chase May 2004 - August 2006
JPMorgan Chase March 2001 - May 2004
JPMorgan Chase August 1997 - March 2001
JPMorgan Chase August 1996 - August 1997
Manatee Chamber of Commerce May 1994 - August 1996
Skills
Payment Card Processing, Internet Banking, Credit Cards, Banking, Relationship Management, Consumer Lending, Business Analysis, Electronic Payments, Financial Analysis, Risk Management, Financial Services, Payment Systems, Cash Management, Mortgage Lending, Operational Risk, Operational Risk..., Financial Modeling, Mobile Payments, AML, Credit Risk, Credit Analysis, Portfolio Management, Retail Banking, Debit Cards, Financial Risk, Treasury Services, Process Improvement, ACH, Loans, Vendor Management, Treasury Management, Credit, Commercial Banking, Payments, Cards, Executive Management, Deposits, Commercial Lending, Mortgage Banking
Education
Florida State University - College of Business 1993 — 1994
MBA
University of South Florida 1991 — 1993
B.S., Business Administration
Bank of America August 2015 - Present
Bank of America January 2012 - August 2015
Bank of America August 2009 - January 2012
Bank of America October 2008 - October 2009
Bank of America August 2006 - October 2008
JPMorgan Chase May 2004 - August 2006
JPMorgan Chase March 2001 - May 2004
JPMorgan Chase August 1997 - March 2001
JPMorgan Chase August 1996 - August 1997
Manatee Chamber of Commerce May 1994 - August 1996
Skills
Payment Card Processing, Internet Banking, Credit Cards, Banking, Relationship Management, Consumer Lending, Business Analysis, Electronic Payments, Financial Analysis, Risk Management, Financial Services, Payment Systems, Cash Management, Mortgage Lending, Operational Risk, Operational Risk..., Financial Modeling, Mobile Payments, AML, Credit Risk, Credit Analysis, Portfolio Management, Retail Banking, Debit Cards, Financial Risk, Treasury Services, Process Improvement, ACH, Loans, Vendor Management, Treasury Management, Credit, Commercial Banking, Payments, Cards, Executive Management, Deposits, Commercial Lending, Mortgage Banking
Education
Florida State University - College of Business 1993 — 1994
MBA
University of South Florida 1991 — 1993
B.S., Business Administration
Colleen O'Reilly Colleen O'Reilly's Bank of America Experience 1987 - 1995
Job Project Management and Accounting Professional
Industry Human Resources
Experience
Independent January 2013 - Present
Ceridian January 2009 - December 2012
Ceridian June 1998 - December 2008
Danka Office Imaging 1995 - 1998
Bank of America 1987 - 1995
Coopers & Lybrand 1982 - 1987
Skills
Project Management, Management, Leadership, Accounting, Team Leadership, Auditing, PMP, Internal Controls, Process Improvement, Business Process, Business Process..., Employee Benefits, Vendor Management, Business Analysis, Change Management, SDLC, Internal Audit, Strategic Planning, Sarbanes-Oxley Act, Six Sigma, Training, Analysis, Coaching, Human Resources, Cross-functional Team..., Negotiation, Benefits Administration, Business Planning, Finance, Payroll, Budgets
Education
University of South Florida 1982 — 1986
MBA, Business
Florida State University - College of Business 1977 — 1981
Bachelor of Science, Accounting
Independent January 2013 - Present
Ceridian January 2009 - December 2012
Ceridian June 1998 - December 2008
Danka Office Imaging 1995 - 1998
Bank of America 1987 - 1995
Coopers & Lybrand 1982 - 1987
Skills
Project Management, Management, Leadership, Accounting, Team Leadership, Auditing, PMP, Internal Controls, Process Improvement, Business Process, Business Process..., Employee Benefits, Vendor Management, Business Analysis, Change Management, SDLC, Internal Audit, Strategic Planning, Sarbanes-Oxley Act, Six Sigma, Training, Analysis, Coaching, Human Resources, Cross-functional Team..., Negotiation, Benefits Administration, Business Planning, Finance, Payroll, Budgets
Education
University of South Florida 1982 — 1986
MBA, Business
Florida State University - College of Business 1977 — 1981
Bachelor of Science, Accounting
Larry McKenzie's Bank of America Experience May 1998 - Present
Job SVP Credit Risk Executive at Bank of America
Industry Banking
Experience
Bank of America May 1998 - Present
Barnett Bank February 1993 - May 1998
First Florida Banks August 1989 - February 1993
C&S Banks April 1986 - August 1989
Southwest Florida Banks April 1982 - April 1986
Office of the Comptroller of the Currency September 1979 - April 1982
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Financial Analysis, Underwriting, Small Business Lending, Credit, Consumer Lending, Loans, Banking, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Loan Origination, Credit Risk
Education
Florida State University - College of Business 1973 — 1977
Bachelor of Science (BS), Finance and Real Estate
The Graduate School of Retail Bank Management - University of Virginia
Bank of America May 1998 - Present
Barnett Bank February 1993 - May 1998
First Florida Banks August 1989 - February 1993
C&S Banks April 1986 - August 1989
Southwest Florida Banks April 1982 - April 1986
Office of the Comptroller of the Currency September 1979 - April 1982
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Financial Analysis, Underwriting, Small Business Lending, Credit, Consumer Lending, Loans, Banking, Lines Of Credit, Commercial Mortgages, Mortgage Lending, Loan Origination, Credit Risk
Education
Florida State University - College of Business 1973 — 1977
Bachelor of Science (BS), Finance and Real Estate
The Graduate School of Retail Bank Management - University of Virginia
Aron Boyette's Bank of America Experience September 2009 - April 2014
Job IT Technical Lead at Globe Express Services
Industry Banking
Experience
Globe Express Services April 2014 - Present
Bank of America September 2009 - April 2014
Transamerica Reinsurance 2003 - 2009
Wachovia, A Wells Fargo Company 2000 - 2003
Skills
SDLC, SQL, Microsoft SQL Server, C#, ASP.NET MVC, NHibernate, Hibernate, .NET, JavaScript, ASP.NET, Java, jQuery, jQuery UI, AJAX, SOAP, WCF, Web Services, RESTful WebServices, XML, XSLT, Business Analysis, Content Management, Project Management, Management Consulting, Spring, ASP, Reinsurance, C++, MS Project, Oracle, MySQL, Database Design, Web Development, T-SQL, Software Development
Education
Florida State University - College of Business 1994 — 1997
BS, Management Information Systems
Globe Express Services April 2014 - Present
Bank of America September 2009 - April 2014
Transamerica Reinsurance 2003 - 2009
Wachovia, A Wells Fargo Company 2000 - 2003
Skills
SDLC, SQL, Microsoft SQL Server, C#, ASP.NET MVC, NHibernate, Hibernate, .NET, JavaScript, ASP.NET, Java, jQuery, jQuery UI, AJAX, SOAP, WCF, Web Services, RESTful WebServices, XML, XSLT, Business Analysis, Content Management, Project Management, Management Consulting, Spring, ASP, Reinsurance, C++, MS Project, Oracle, MySQL, Database Design, Web Development, T-SQL, Software Development
Education
Florida State University - College of Business 1994 — 1997
BS, Management Information Systems
Roddy Belfatti's Bank of America Experience 2014 - Present
Job Sr. Vice President, Treasury Solutions Manager Florida, Global Commercial Banking at Bank of America
Industry Banking
Experience
Bank of America 2014 - Present
Bank of America 2005 - 2014
Bank of America 2003 - 2005
Skills
Commercial Banking, Loans, Commercial Lending, Treasury Services, Banking
Education
Florida State University - College of Business 1993 — 1997
Bank of America 2014 - Present
Bank of America 2005 - 2014
Bank of America 2003 - 2005
Skills
Commercial Banking, Loans, Commercial Lending, Treasury Services, Banking
Education
Florida State University - College of Business 1993 — 1997
Bryon David Key's Bank of America Experience October 1998 - December 2005
Job Flight Attendant at United Airlines
Industry Airlines/Aviation
Experience
United Airlines January 2012 - Present
Atlantic Southeast Airlines/ExpressJet Airlines August 2011 - December 2011
British Airways/OpenSkies April 2008 - August 2011
MAXjet Airways August 2007 - December 2007
AirTran Airways June 2006 - August 2007
Bank of America October 1998 - December 2005
Skills
Scheduling, Flight Operations, Customer Service, Customer Relations, Flights, Process Scheduler, Recruiting, Customer Satisfaction, CRM, Time Management, Charter, Civil Aviation, Crew Resource Management, Management, Flight Planning
Education
Florida State University - College of Business 1993 — 1997
Wakulla High School 1989 — 1993
United Airlines January 2012 - Present
Atlantic Southeast Airlines/ExpressJet Airlines August 2011 - December 2011
British Airways/OpenSkies April 2008 - August 2011
MAXjet Airways August 2007 - December 2007
AirTran Airways June 2006 - August 2007
Bank of America October 1998 - December 2005
Skills
Scheduling, Flight Operations, Customer Service, Customer Relations, Flights, Process Scheduler, Recruiting, Customer Satisfaction, CRM, Time Management, Charter, Civil Aviation, Crew Resource Management, Management, Flight Planning
Education
Florida State University - College of Business 1993 — 1997
Wakulla High School 1989 — 1993
George W. Hogshead's Bank of America Experience 1979 - 1983
Job Independent Contractor/Consultant
Industry Management Consulting
Experience
Self-employed Contractor 2007 - Present
BearingPoint 2004 - 2006
KPMG Mangement Consulting 2000 - 2003
Knapp+Hogshead Consulting 1993 - 1999
Deloitte & Touche, Certified Public Accountants 1984 - 1992
Bank of America 1979 - 1983
Supreme Court, State of Florida 1976 - 1978
Office of the Governor, State of Florida 1974 - 1975
Planning Reaserch Corporaton (PRC) 1970 - 1973
United States Army, Signal Corps 1966 - 1969
Skills
Government, Business Development, Management Consulting, Strategic Planning, Security, Business Process..., Criminal Justice, Governance, Private Investigations, Courts, Rule Of Law, IT Transformation, Corrections, Governance/Institutions..., Sharia Law, Investigative..., Change, Risk &..., Program/Project Mgt., Program Mgt Office (PMO), LE & Public Safety, Internal Security..., Intelligence-led..., Community-based Policing, Biometrics-..., Biometrics-Index Linking, Biometrics-Battleground..., CRISIS/Emergency Mgt..., Financial/Banking..., Procurement Mgt &..., Justice Planning/Grants..., Prosecution, Court Administration, Probation & Parole, Communications, Command..., Computer-aided..., Secure Information..., IT Consulting & Mgt, IT Strategic Planning, IT Bus Case Dev (SWOT,..., IT Structured Reqs &..., IT Bus Design & Use..., IT Post-implementation..., IT Performance/Mgt Audit, IT Litigation Support &..., IT Mgt -..., Investigative Case Mgt..., Prosecution Case Mgt..., Court Case Mgt Systems, Probation/Parole Case..., Jail & Prison Inmate...
Education
Florida State University - College of Business 1962 — 1971
Bachelor of Applied Science (B.A.Sc.), Management and Accounting
American Banking Institute (ABI), American Bankers Association (ABA) 1981 — 1982
Graduate, Executive Banking School, Executive Certification
The Institute for Court Management (ICM) and The Univiersity of Southern California (USC) 1976 — 1978
Fellow & Graduate, Court Executive Development Program, Court Administration
Institute for Management Consultants (IMC) 1985 — 1986
Certified Management Consultant (CMC)
Self-employed Contractor 2007 - Present
BearingPoint 2004 - 2006
KPMG Mangement Consulting 2000 - 2003
Knapp+Hogshead Consulting 1993 - 1999
Deloitte & Touche, Certified Public Accountants 1984 - 1992
Bank of America 1979 - 1983
Supreme Court, State of Florida 1976 - 1978
Office of the Governor, State of Florida 1974 - 1975
Planning Reaserch Corporaton (PRC) 1970 - 1973
United States Army, Signal Corps 1966 - 1969
Skills
Government, Business Development, Management Consulting, Strategic Planning, Security, Business Process..., Criminal Justice, Governance, Private Investigations, Courts, Rule Of Law, IT Transformation, Corrections, Governance/Institutions..., Sharia Law, Investigative..., Change, Risk &..., Program/Project Mgt., Program Mgt Office (PMO), LE & Public Safety, Internal Security..., Intelligence-led..., Community-based Policing, Biometrics-..., Biometrics-Index Linking, Biometrics-Battleground..., CRISIS/Emergency Mgt..., Financial/Banking..., Procurement Mgt &..., Justice Planning/Grants..., Prosecution, Court Administration, Probation & Parole, Communications, Command..., Computer-aided..., Secure Information..., IT Consulting & Mgt, IT Strategic Planning, IT Bus Case Dev (SWOT,..., IT Structured Reqs &..., IT Bus Design & Use..., IT Post-implementation..., IT Performance/Mgt Audit, IT Litigation Support &..., IT Mgt -..., Investigative Case Mgt..., Prosecution Case Mgt..., Court Case Mgt Systems, Probation/Parole Case..., Jail & Prison Inmate...
Education
Florida State University - College of Business 1962 — 1971
Bachelor of Applied Science (B.A.Sc.), Management and Accounting
American Banking Institute (ABI), American Bankers Association (ABA) 1981 — 1982
Graduate, Executive Banking School, Executive Certification
The Institute for Court Management (ICM) and The Univiersity of Southern California (USC) 1976 — 1978
Fellow & Graduate, Court Executive Development Program, Court Administration
Institute for Management Consultants (IMC) 1985 — 1986
Certified Management Consultant (CMC)
Rob Jacobson's Bank of America Experience June 1997 - February 2008
Job SVP of Payment Services at SunGard Financial Systems
Industry Computer Software
Experience
SunGard Financial Systems February 2012 - Present
SunGard September 2010 - February 2012
SunGard Financial Systems March 2008 - September 2010
Bank of America June 1997 - February 2008
Skills
Banking, Cash Management, Payments, Treasury Management, Customer Relations, Enterprise Software, Software Sales, Accounts Receivable, Accounts Payable, Workflow Solutions, Sales Management, Internet Banking, Product Management, Management, Financial Services, Business Process, Software Industry, Commercial Banking, Electronic Payments, Relationship Management, Business Analysis, Sales
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
SunGard Financial Systems February 2012 - Present
SunGard September 2010 - February 2012
SunGard Financial Systems March 2008 - September 2010
Bank of America June 1997 - February 2008
Skills
Banking, Cash Management, Payments, Treasury Management, Customer Relations, Enterprise Software, Software Sales, Accounts Receivable, Accounts Payable, Workflow Solutions, Sales Management, Internet Banking, Product Management, Management, Financial Services, Business Process, Software Industry, Commercial Banking, Electronic Payments, Relationship Management, Business Analysis, Sales
Education
Florida State University - College of Business 1993 — 1997
BS, Finance
Angela Muyres's Bank of America Experience January 1997 - June 2002
Job Domestic Goddess at Home
Industry Health, Wellness and Fitness
Experience
Home June 2002 - Present
The Little Gym of Orange Park 2008 - 2014
The Little Gym of Orange Park 2008 - 2014
The Little Gym of Orange Park 2008 - 2014
Bank of America January 1997 - June 2002
Skills
Microsoft Excel, Public Speaking, PowerPoint, Budgets, Microsoft Office, Customer Service, Event Planning, Outlook, Data Entry, Accounting, Microsoft Word, Nonprofits, Teamwork, Team Building, Sales, Strategic Planning, Teaching
Education
Florida State University - College of Business 1987 — 1991
Bachelor of Arts, Accounting and Finance
Wakulla High School 1984 — 1987
Home June 2002 - Present
The Little Gym of Orange Park 2008 - 2014
The Little Gym of Orange Park 2008 - 2014
The Little Gym of Orange Park 2008 - 2014
Bank of America January 1997 - June 2002
Skills
Microsoft Excel, Public Speaking, PowerPoint, Budgets, Microsoft Office, Customer Service, Event Planning, Outlook, Data Entry, Accounting, Microsoft Word, Nonprofits, Teamwork, Team Building, Sales, Strategic Planning, Teaching
Education
Florida State University - College of Business 1987 — 1991
Bachelor of Arts, Accounting and Finance
Wakulla High School 1984 — 1987
Julia Mercier Julia Mercier's Bank of America Experience July 1990 - May 2003
Job CPA / Partner Mercier CPA Associates PA
Industry Accounting
Experience
Mercier CPA Associates PA July 2003 - Present
Atrium Community Association Inc December 2005 - December 2013
Bank of America July 1990 - May 2003
Bank of America July 1987 - July 1990
Skills
Accounting, Financial Planning, Small Business, Financial Reporting, Tax, Budgeting, Quickbooks, Bookkeeping, Payroll, Federal Tax, Tax Compliance, Corporate Tax, Tax Returns, Income Tax, General Ledger, Estate Planning, Budgets, Strategic Financial..., QuickBooks, Trusts, Real Estate, Financial Analysis, CPA, IRS, Tax Accounting, Finance
Education
University of South Florida - College of Business Administration 2002 — 2003
Accounting Graduate School
Florida State University - College of Business 1984 — 1987
BS - Accounting & BS - Finance, Accounting
Brevard College 1982 — 1984
Associate of Arts (A.A.)
Mercier CPA Associates PA July 2003 - Present
Atrium Community Association Inc December 2005 - December 2013
Bank of America July 1990 - May 2003
Bank of America July 1987 - July 1990
Skills
Accounting, Financial Planning, Small Business, Financial Reporting, Tax, Budgeting, Quickbooks, Bookkeeping, Payroll, Federal Tax, Tax Compliance, Corporate Tax, Tax Returns, Income Tax, General Ledger, Estate Planning, Budgets, Strategic Financial..., QuickBooks, Trusts, Real Estate, Financial Analysis, CPA, IRS, Tax Accounting, Finance
Education
University of South Florida - College of Business Administration 2002 — 2003
Accounting Graduate School
Florida State University - College of Business 1984 — 1987
BS - Accounting & BS - Finance, Accounting
Brevard College 1982 — 1984
Associate of Arts (A.A.)
Doug Lanier's Bank of America Experience 2010 - 2011
Job National Employer Developer at Zenith Education Group
Industry Marketing and Advertising
Experience
Zenith Education Group 2013 - Present
Lucas Group 2011 - 2013
Bank of America 2010 - 2011
United Bancorp 2001 - 2010
Skills
Sales, Sales Management, Sales Operations
Education
Florida State University - College of Business
(Double Major) Bachelor of Science, Finance and Marketing
Zenith Education Group 2013 - Present
Lucas Group 2011 - 2013
Bank of America 2010 - 2011
United Bancorp 2001 - 2010
Skills
Sales, Sales Management, Sales Operations
Education
Florida State University - College of Business
(Double Major) Bachelor of Science, Finance and Marketing
Nordica Buxton's Bank of America Experience January 2008 - May 2009
Job Financial Analyst, Cost & Economic Analysis
Industry Transportation/Trucking/Railroad
Experience
CSX Transportation December 2010 - Present
CSX July 2010 - December 2010
FSU Credit Union September 2009 - June 2010
Bank of America January 2008 - May 2009
Bank of America May 2007 - January 2008
Bank of America January 2005 - May 2007
Education
Florida State University - College of Business 2008 — 2010
MBA
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance, Real Estate
CSX Transportation December 2010 - Present
CSX July 2010 - December 2010
FSU Credit Union September 2009 - June 2010
Bank of America January 2008 - May 2009
Bank of America May 2007 - January 2008
Bank of America January 2005 - May 2007
Education
Florida State University - College of Business 2008 — 2010
MBA
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance, Real Estate
Noel Khirsukhani, MBA's Bank of America Experience August 2001 - December 2002
Job Senior Vice President, Healthcare Solutions at Noom Inc.
Industry Hospital & Health Care
Experience
Noom Inc. January 2015 - Present
PatientPoint® August 2011 - January 2015
Availity January 2007 - August 2011
Advanced Data Systems May 2005 - January 2007
Keane, Inc. - Healthcare Solutions Division December 2002 - May 2005
Bank of America August 2001 - December 2002
e-Medsoft.com June 2000 - August 2001
Healthscreen International, Inc. May 1998 - May 1999
Information Systems of Florida, Inc. (ISF) May 1998 - May 1999
Skills
Healthcare, Sales, Healthcare Information..., EHR, HIPAA, Salesforce.com, EMR, Account Management, SaaS, Process Improvement, Practice Management, Strategic Partnerships, Healthcare Management, Vendor Management, Analysis, Entrepreneurship, Health Information..., Strategy, Integration, Enterprise Software, Business Intelligence, Healthcare Industry, New Business Development, Selling, Revenue Cycle, Team Building, Mentoring, Software Implementation, Hospitals, Business Analysis, HL7
Education
University of Phoenix School of Business 2008 — 2010
Master Business Administration, Business
Florida State University - College of Business 1994 — 1998
Bachelor of Arts, Management Information Systems
Noom Inc. January 2015 - Present
PatientPoint® August 2011 - January 2015
Availity January 2007 - August 2011
Advanced Data Systems May 2005 - January 2007
Keane, Inc. - Healthcare Solutions Division December 2002 - May 2005
Bank of America August 2001 - December 2002
e-Medsoft.com June 2000 - August 2001
Healthscreen International, Inc. May 1998 - May 1999
Information Systems of Florida, Inc. (ISF) May 1998 - May 1999
Skills
Healthcare, Sales, Healthcare Information..., EHR, HIPAA, Salesforce.com, EMR, Account Management, SaaS, Process Improvement, Practice Management, Strategic Partnerships, Healthcare Management, Vendor Management, Analysis, Entrepreneurship, Health Information..., Strategy, Integration, Enterprise Software, Business Intelligence, Healthcare Industry, New Business Development, Selling, Revenue Cycle, Team Building, Mentoring, Software Implementation, Hospitals, Business Analysis, HL7
Education
University of Phoenix School of Business 2008 — 2010
Master Business Administration, Business
Florida State University - College of Business 1994 — 1998
Bachelor of Arts, Management Information Systems
Freddy Martinez, M.S. Freddy Martinez, M.S.'s Bank of America Experience May 2010 - February 2012
Job Marketing Strategist Paid Search/PPC/Display Advertising at Recruitics
Industry Marketing and Advertising
Experience
Recruitics July 2015 - Present
Recruitics February 2014 - Present
Bizo February 2013 - December 2013
Indeed.com February 2012 - January 2013
Bank of America May 2010 - February 2012
Regions Financial Corporation January 2010 - May 2010
Skills
Sales, Sales Management, Direct Sales, New Business Development, Business Development, Market Research, Recruiting, Outlook, Online Advertising, Microsoft Word, Strategic Planning, CRM, Budgets, Management, Recruitment Advertising, Email Marketing, Advertising, Lead Generation, Research, Marketing Strategy, E-commerce, Online Marketing, Blogging, Salesforce.com, Key Account..., Account Management, Digital Marketing
Education
Quinnipiac University 2014 — 2016
Master’s Degree, Advanced Analytics and Research
Florida State University - College of Business 2005 — 2009
Bachelor's Degree, Finance and Economics
Recruitics July 2015 - Present
Recruitics February 2014 - Present
Bizo February 2013 - December 2013
Indeed.com February 2012 - January 2013
Bank of America May 2010 - February 2012
Regions Financial Corporation January 2010 - May 2010
Skills
Sales, Sales Management, Direct Sales, New Business Development, Business Development, Market Research, Recruiting, Outlook, Online Advertising, Microsoft Word, Strategic Planning, CRM, Budgets, Management, Recruitment Advertising, Email Marketing, Advertising, Lead Generation, Research, Marketing Strategy, E-commerce, Online Marketing, Blogging, Salesforce.com, Key Account..., Account Management, Digital Marketing
Education
Quinnipiac University 2014 — 2016
Master’s Degree, Advanced Analytics and Research
Florida State University - College of Business 2005 — 2009
Bachelor's Degree, Finance and Economics
Nicole (Kameno) Becker's Bank of America Experience July 2014 - Present
Job Assistant Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Societe Generale July 2011 - July 2014
Addison RPO, On-Site Recruitment Management for Societe Generale June 2010 - July 2011
Mooney Law Firm January 2010 - May 2010
Florida State Senate February 2009 - May 2009
Jefferies & Company June 2006 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Social Networking, Recruiting, Project Coordination, Project Management, Trading, Time Management, French, Accounting, Outlook, Blogging, Interviews, Risk Management, Banking, Analysis, Finance, Financial Modeling
Education
Florida State University - College of Business 2007 — 2010
Bachelor's of Science, Multinational Business Operations
Bank of America July 2014 - Present
Societe Generale July 2011 - July 2014
Addison RPO, On-Site Recruitment Management for Societe Generale June 2010 - July 2011
Mooney Law Firm January 2010 - May 2010
Florida State Senate February 2009 - May 2009
Jefferies & Company June 2006 - January 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Social Networking, Recruiting, Project Coordination, Project Management, Trading, Time Management, French, Accounting, Outlook, Blogging, Interviews, Risk Management, Banking, Analysis, Finance, Financial Modeling
Education
Florida State University - College of Business 2007 — 2010
Bachelor's of Science, Multinational Business Operations
Angela Miles, PhD, SPHR, SHRM-SCP, ARM Angela Miles, PhD, SPHR, SHRM-SCP, ARM's Bank of America Experience 1984 - 1986
Job Associate Professor of Management
Industry Education Management
Experience
North Carolina Central University August 2015 - Present
NC A&T State University 2003 - 2015
Old Dominion University 2001 - 2003
University of North Carolina at Charlotte August 2000 - June 2001
Florida State University 1996 - 1999
Nortel Networks 1988 - 1996
Ford Motor Company May 1987 - August 1987
Bank of America 1984 - 1986
Skills
Management, Higher Education, Leadership Development, Teaching, Leadership, Public Speaking, Organizational..., Staff Development, Research, Instructional Design, Data Analysis, Training, Adult Education, Student Affairs, University Teaching, Budgets, Strategic Planning, E-Learning, Strategy, Human Resources, Analysis
Education
Florida State University - College of Business
PhD, Management (Organizational Behavior/Human Resource Management)
University of Virginia
Bachelor’s Degree, Economics, Psychology
University of Wisconsin-Madison - School of Business
MBA, Finance; Risk Management & Insurance (emphasis)
North Carolina Central University August 2015 - Present
NC A&T State University 2003 - 2015
Old Dominion University 2001 - 2003
University of North Carolina at Charlotte August 2000 - June 2001
Florida State University 1996 - 1999
Nortel Networks 1988 - 1996
Ford Motor Company May 1987 - August 1987
Bank of America 1984 - 1986
Skills
Management, Higher Education, Leadership Development, Teaching, Leadership, Public Speaking, Organizational..., Staff Development, Research, Instructional Design, Data Analysis, Training, Adult Education, Student Affairs, University Teaching, Budgets, Strategic Planning, E-Learning, Strategy, Human Resources, Analysis
Education
Florida State University - College of Business
PhD, Management (Organizational Behavior/Human Resource Management)
University of Virginia
Bachelor’s Degree, Economics, Psychology
University of Wisconsin-Madison - School of Business
MBA, Finance; Risk Management & Insurance (emphasis)
Evaggelia Berry's Bank of America Experience May 2013 - Present
Job Senior Consumer Product Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Ally Financial Inc. November 2011 - May 2013
Bank of America June 2008 - November 2011
Wellington Management May 2007 - August 2007
GlaxoSmithKline January 2007 - April 2007
Pfizer May 2006 - August 2006
Excecutive Office of Governor Bush September 2005 - April 2006
Skills
Financial Analysis, Forecasting, Finance, Credit Risk, Banking, Risk Management, Financial Reporting, Credit Cards, Credit Analysis, Strategic Financial..., Corporate Finance, Financial Accounting, New Business Development, Sales, Analysis, Credit, Leadership, Management, Mergers, Portfolio Management, Project Planning, Strategy
Education
Florida State University - College of Business 2004 — 2008
BS, Finance
Bank of America May 2013 - Present
Ally Financial Inc. November 2011 - May 2013
Bank of America June 2008 - November 2011
Wellington Management May 2007 - August 2007
GlaxoSmithKline January 2007 - April 2007
Pfizer May 2006 - August 2006
Excecutive Office of Governor Bush September 2005 - April 2006
Skills
Financial Analysis, Forecasting, Finance, Credit Risk, Banking, Risk Management, Financial Reporting, Credit Cards, Credit Analysis, Strategic Financial..., Corporate Finance, Financial Accounting, New Business Development, Sales, Analysis, Credit, Leadership, Management, Mergers, Portfolio Management, Project Planning, Strategy
Education
Florida State University - College of Business 2004 — 2008
BS, Finance
Donald L. Martin (Donnie)'s Bank of America Experience June 2009 - September 2009
Job Senior Vice President at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank June 2011 - Present
JPMorgan Chase December 2010 - June 2011
FDIC January 2010 - December 2010
FDIC September 2009 - January 2010
Bank of America June 2009 - September 2009
PHH Mortgage March 2009 - June 2009
JPMorgan Chase January 2008 - March 2009
JPMorgan Chase May 2004 - January 2008
JPMorgan Chase March 1994 - May 2004
Skills
Loans, Credit, Risk Management, Mortgage Lending, Banking, Mortgage Banking, Financial Analysis, Loan Origination, Finance, Credit Analysis, Financial Risk, Refinance, Leadership, Residential Mortgages, Investments, Credit Risk, Executive Management, Management, Strategic Planning, Sales, Consumer Lending, Cross Selling, Process Improvement, Capital Markets, Compliance, Construction Loans, Mortgage Underwriting, Operational Risk, Real Estate Economics, Business Planning, Team Building, Counterparty Risk, Sales Operations, Risk, Mortgage Industry, Mortgage, Real Estate Finance
Education
Florida State University - College of Business 1988 — 1993
BS, Finance
Wolfson High School 1985 — 1988
Texas Capital Bank June 2011 - Present
JPMorgan Chase December 2010 - June 2011
FDIC January 2010 - December 2010
FDIC September 2009 - January 2010
Bank of America June 2009 - September 2009
PHH Mortgage March 2009 - June 2009
JPMorgan Chase January 2008 - March 2009
JPMorgan Chase May 2004 - January 2008
JPMorgan Chase March 1994 - May 2004
Skills
Loans, Credit, Risk Management, Mortgage Lending, Banking, Mortgage Banking, Financial Analysis, Loan Origination, Finance, Credit Analysis, Financial Risk, Refinance, Leadership, Residential Mortgages, Investments, Credit Risk, Executive Management, Management, Strategic Planning, Sales, Consumer Lending, Cross Selling, Process Improvement, Capital Markets, Compliance, Construction Loans, Mortgage Underwriting, Operational Risk, Real Estate Economics, Business Planning, Team Building, Counterparty Risk, Sales Operations, Risk, Mortgage Industry, Mortgage, Real Estate Finance
Education
Florida State University - College of Business 1988 — 1993
BS, Finance
Wolfson High School 1985 — 1988
Jessica Nalasco's Bank of America Experience November 2010 - January 2011
Job Account Executive at Creative Office Pavilion
Industry Marketing and Advertising
Experience
Creative Office Pavilion August 2015 - Present
Creative Office Pavilion April 2014 - Present
Creative Office Pavilion May 2012 - April 2014
LIT Boutique February 2011 - June 2012
Scene Magazine Boston February 2011 - September 2011
Bank of America November 2010 - January 2011
Nordstrom May 2010 - October 2010
Florida State University Basketball Team January 2010 - April 2010
Florida State University August 2009 - April 2010
Nordstrom May 2009 - August 2009
Skills
Microsoft Excel, Outlook, Managed Hosting, Social Media, Microsoft Office, Event Planning, Facebook, PowerPoint, Customer Service, Social Media Marketing, Public Relations, Blogging, Sales, Retail, Merchandising, Management, Project Planning, Inventory Management, Time Management, Leadership, Microsoft Word, Visual Merchandising, Fashion, Marketing, Team Building, Store Management, Account Management, Vendor Management
Education
Florida State University - College of Business 2006 — 2010
BS, Marketing
Creative Office Pavilion August 2015 - Present
Creative Office Pavilion April 2014 - Present
Creative Office Pavilion May 2012 - April 2014
LIT Boutique February 2011 - June 2012
Scene Magazine Boston February 2011 - September 2011
Bank of America November 2010 - January 2011
Nordstrom May 2010 - October 2010
Florida State University Basketball Team January 2010 - April 2010
Florida State University August 2009 - April 2010
Nordstrom May 2009 - August 2009
Skills
Microsoft Excel, Outlook, Managed Hosting, Social Media, Microsoft Office, Event Planning, Facebook, PowerPoint, Customer Service, Social Media Marketing, Public Relations, Blogging, Sales, Retail, Merchandising, Management, Project Planning, Inventory Management, Time Management, Leadership, Microsoft Word, Visual Merchandising, Fashion, Marketing, Team Building, Store Management, Account Management, Vendor Management
Education
Florida State University - College of Business 2006 — 2010
BS, Marketing
Lester Medina's Bank of America Experience December 2011 - October 2012
Job Associate at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Walt Disney World June 2010 - January 2014
Bank of America December 2011 - October 2012
Skills
Banking, Customer Service, Credit, Finance, Risk Management, Retail Banking
Education
Florida State University - College of Business 2005 — 2010
Bachelor's degree, Finance and Marketing
Charles Schwab October 2012 - Present
Walt Disney World June 2010 - January 2014
Bank of America December 2011 - October 2012
Skills
Banking, Customer Service, Credit, Finance, Risk Management, Retail Banking
Education
Florida State University - College of Business 2005 — 2010
Bachelor's degree, Finance and Marketing
Jeff Colson's Bank of America Experience March 2012 - Present
Job Enterprise and Business Capital Planning/Strategy Executive at Bank of America
Industry Banking
Experience
Bank of America March 2012 - Present
Bank of America February 2011 - March 2012
Bank of America January 2009 - February 2011
Bank of America January 2007 - January 2009
Bank of America June 2005 - January 2007
AEGON NV December 2003 - June 2005
AEGON NV April 2000 - December 2002
Skills
Treasury, Forecasting, Strategic Planning, Investor Relations, Banking, Credit, Risk Management, Credit Analysis, Credit Risk, Financial Risk, CCAR Execution and..., Auditing, Leadership, Finance, Enterprise Risk..., Strategy, Financial Analysis
Education
Florida State University - College of Business 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Bank of America March 2012 - Present
Bank of America February 2011 - March 2012
Bank of America January 2009 - February 2011
Bank of America January 2007 - January 2009
Bank of America June 2005 - January 2007
AEGON NV December 2003 - June 2005
AEGON NV April 2000 - December 2002
Skills
Treasury, Forecasting, Strategic Planning, Investor Relations, Banking, Credit, Risk Management, Credit Analysis, Credit Risk, Financial Risk, CCAR Execution and..., Auditing, Leadership, Finance, Enterprise Risk..., Strategy, Financial Analysis
Education
Florida State University - College of Business 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Andrew Buckingham's Bank of America Experience August 2010 - March 2011
Job Appraiser Trainee at Exigent Appraisals
Industry Financial Services
Experience
Exigent Appraisals March 2013 - Present
Hyatt Hotels Corporation October 2008 - February 2014
StreetLinks Lender Solutions October 2011 - January 2014
Bank of America August 2010 - March 2011
13th Judicial Circuit April 2009 - August 2009
Countrywide Home Loans March 2008 - June 2008
Law Offices of Sam Maguire - Atlanta, Georgia April 2005 - November 2006
Skills
Real Estate, Management, Teamwork, Sellers, Microsoft Office, Mortgage Lending, Commercial Real Estate, Microsoft Excel, Talent Acquisition, Marketing, Recruiting, Contract Management, Finance, Time Management, Refinance, New Business Development, Outlook, Business Development, Loans, PowerPoint, Customer Service, Sales, Negotiation, Leadership, Team Building
Education
Florida State University - College of Business 1999 — 2004
Bachelor of Science, Double Major: Real Estate and Marketing
Tampa Prepatory School
Exigent Appraisals March 2013 - Present
Hyatt Hotels Corporation October 2008 - February 2014
StreetLinks Lender Solutions October 2011 - January 2014
Bank of America August 2010 - March 2011
13th Judicial Circuit April 2009 - August 2009
Countrywide Home Loans March 2008 - June 2008
Law Offices of Sam Maguire - Atlanta, Georgia April 2005 - November 2006
Skills
Real Estate, Management, Teamwork, Sellers, Microsoft Office, Mortgage Lending, Commercial Real Estate, Microsoft Excel, Talent Acquisition, Marketing, Recruiting, Contract Management, Finance, Time Management, Refinance, New Business Development, Outlook, Business Development, Loans, PowerPoint, Customer Service, Sales, Negotiation, Leadership, Team Building
Education
Florida State University - College of Business 1999 — 2004
Bachelor of Science, Double Major: Real Estate and Marketing
Tampa Prepatory School
Pat Maida's Bank of America Experience 1986 - 2007
Job Protect Yourself by carrying an emergency medical ID card
Industry Medical Devices
Experience
Medical Dynamics International September 2010 - Present
Working Women of Tampa Bay 2010 - 2010
Bank of America 1986 - 2007
Price Waterhouse Coopers 1977 - 1986
Education
Florida State University - College of Business 1971 — 1975
BS, Accounting
Medical Dynamics International September 2010 - Present
Working Women of Tampa Bay 2010 - 2010
Bank of America 1986 - 2007
Price Waterhouse Coopers 1977 - 1986
Education
Florida State University - College of Business 1971 — 1975
BS, Accounting
Angus Tucker's Bank of America Experience February 2002 - December 2004
Job Co Founder/Financial Officer, Black Label Transportation Group
Industry Financial Services
Experience
Black Label Chauffeur Services November 2013 - Present
Plan B Partners May 2012 - Present
Heritage Bank April 2009 - December 2011
Landmark National Bank April 2006 - April 2009
Commerce Bancshares, Inc. May 2005 - April 2006
Bank of America February 2002 - December 2004
Frontier Bank December 1999 - February 2002
North County Bank May 1999 - December 1999
NationsBank January 1996 - May 1999
Dean Witter Reynolds 1994 - 1996
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Commercial Mortgages, Credit, Underwriting, Consumer Lending, Credit Analysis, Deposits, Treasury Services, Banking, Workout, Portfolio Management, Loan Documentation, Servicing, Referrals, Cash Flow, Origination, Financial Analysis, Real Estate, Rates, Small Business, Commercial Credit, Data Analysis, Analysis, Business Analysis, Competitive Analysis, Requirements Analysis, Analytics, Credit Risk, Cash Management, Retail Banking, Asset Based Lending, Risk Management, Investments, Treasury Management, Loan Origination, Risk, Compliance, Cross Selling, Financial Reporting, Corporate Finance, Loan Servicing, SBA, Refinance, Financial Services, Banking Relationships, Retirement Planning
Education
Florida State University - College of Business 1991 — 1993
BS, Finance & Multinational Business Operations
Black Label Chauffeur Services November 2013 - Present
Plan B Partners May 2012 - Present
Heritage Bank April 2009 - December 2011
Landmark National Bank April 2006 - April 2009
Commerce Bancshares, Inc. May 2005 - April 2006
Bank of America February 2002 - December 2004
Frontier Bank December 1999 - February 2002
North County Bank May 1999 - December 1999
NationsBank January 1996 - May 1999
Dean Witter Reynolds 1994 - 1996
Skills
Small Business Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Loans, Commercial Mortgages, Credit, Underwriting, Consumer Lending, Credit Analysis, Deposits, Treasury Services, Banking, Workout, Portfolio Management, Loan Documentation, Servicing, Referrals, Cash Flow, Origination, Financial Analysis, Real Estate, Rates, Small Business, Commercial Credit, Data Analysis, Analysis, Business Analysis, Competitive Analysis, Requirements Analysis, Analytics, Credit Risk, Cash Management, Retail Banking, Asset Based Lending, Risk Management, Investments, Treasury Management, Loan Origination, Risk, Compliance, Cross Selling, Financial Reporting, Corporate Finance, Loan Servicing, SBA, Refinance, Financial Services, Banking Relationships, Retirement Planning
Education
Florida State University - College of Business 1991 — 1993
BS, Finance & Multinational Business Operations
Audra Dunn Audra Dunn's Bank of America Experience November 1988 - February 2014
Job Sr Quality Assurance Analyst Bank of America
Industry Banking
Experience
Bank of America November 1988 - February 2014
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Loans, Credit Analysis, Credit, Banking, FHA, Consumer Lending, Mortgage Underwriting, Underwriting, Finance, Financial Analysis, Lines Of Credit, Small Business Lending, Commercial Lending
Education
University of South Florida 1996 — 1998
MBA, Business
Florida State University - College of Business 1983 — 1988
BS, Multinational Business
Bank of America November 1988 - February 2014
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Loans, Credit Analysis, Credit, Banking, FHA, Consumer Lending, Mortgage Underwriting, Underwriting, Finance, Financial Analysis, Lines Of Credit, Small Business Lending, Commercial Lending
Education
University of South Florida 1996 — 1998
MBA, Business
Florida State University - College of Business 1983 — 1988
BS, Multinational Business
David Sheir's Bank of America Experience May 2008 - July 2010
Job Area Manager / Sr. Mortgage Banker at Cornerstone Home Lending, Inc.
Industry Financial Services
Experience
Cornerstone Home Lending, Inc. June 2013 - Present
Guaranteed Rate July 2010 - June 2013
Bank of America May 2008 - July 2010
Centerline Homes October 2001 - May 2008
Centerpointe Financial, President October 2001 - May 2008
Summit Capital January 1998 - January 2001
NAL Financial Group January 1995 - January 1998
Price Waterhouse January 1991 - January 1995
Skills
Mortgage, Accounting, Real Estate, Business Planning, Capital, Mortgage Lending, Loan Origination, Loans, Refinance, Cash Flow, Tax, Mortgage Banking, VA, FHA, Mortgage Industry, Credit, Construction Loans, Conventional, Investors, Investment Properties, Residential Mortgages, Purchase, Loan Structuring, First Time Home Buyers, Home, Residential, Banking, REO, Short Sales, Money, Mortgage Planning, Reverse Mortgages, Investments, Underwriting, Portfolio Management, Selling, Residential Homes, Certified Mortgage..., Strategic Financial..., Sellers, FHA financing, VA loans, Due Diligence, Sales, Financial Planning, Financial Structuring, FHA Financing, Finance
Education
Florida State University - College of Business 1988 — 1991
Masters, Accounting, Finance
Florida State University 1986 — 1991
Masters Degree, Accounting and Finance
Florida State University 1986 — 1991
Master of Science; Bachelor of Science, Accounting; Accounting
Cornerstone Home Lending, Inc. June 2013 - Present
Guaranteed Rate July 2010 - June 2013
Bank of America May 2008 - July 2010
Centerline Homes October 2001 - May 2008
Centerpointe Financial, President October 2001 - May 2008
Summit Capital January 1998 - January 2001
NAL Financial Group January 1995 - January 1998
Price Waterhouse January 1991 - January 1995
Skills
Mortgage, Accounting, Real Estate, Business Planning, Capital, Mortgage Lending, Loan Origination, Loans, Refinance, Cash Flow, Tax, Mortgage Banking, VA, FHA, Mortgage Industry, Credit, Construction Loans, Conventional, Investors, Investment Properties, Residential Mortgages, Purchase, Loan Structuring, First Time Home Buyers, Home, Residential, Banking, REO, Short Sales, Money, Mortgage Planning, Reverse Mortgages, Investments, Underwriting, Portfolio Management, Selling, Residential Homes, Certified Mortgage..., Strategic Financial..., Sellers, FHA financing, VA loans, Due Diligence, Sales, Financial Planning, Financial Structuring, FHA Financing, Finance
Education
Florida State University - College of Business 1988 — 1991
Masters, Accounting, Finance
Florida State University 1986 — 1991
Masters Degree, Accounting and Finance
Florida State University 1986 — 1991
Master of Science; Bachelor of Science, Accounting; Accounting
Rashid Brittain's Bank of America Experience December 2007 - May 2008
Job College of Business Academic Advisor
Industry Higher Education
Experience
Florida State University May 2008 - Present
Bank of America December 2007 - May 2008
Florida State University April 2006 - December 2007
Finish Line April 2004 - February 2006
The Gabor Agency May 2003 - February 2004
Education
Florida State University - College of Business 2007 — 2009
Masters, Business Administration
Florida State University - College of Business 1998 — 2003
Bachelors, Finance
Florida State University May 2008 - Present
Bank of America December 2007 - May 2008
Florida State University April 2006 - December 2007
Finish Line April 2004 - February 2006
The Gabor Agency May 2003 - February 2004
Education
Florida State University - College of Business 2007 — 2009
Masters, Business Administration
Florida State University - College of Business 1998 — 2003
Bachelors, Finance
Nicole Campbell, SPHR's Bank of America Experience October 2013 - Present
Job SVP, Human Resources Manager at Bank of America
Industry Human Resources
Experience
Bank of America October 2013 - Present
SunTrust Bank October 2012 - September 2013
Wells Fargo Bank April 2006 - October 2012
Wachovia Bank, a Wells Fargo Company April 1998 - April 2006
First Union National Bank March 1997 - April 1998
First Union National Bank June 1995 - March 1997
Skills
Talent Management, Employee Engagement, Leadership Development, Change Management, Customer Retention, Performance Management, Employee Relations, Human Resources, Recruiting, Coaching, Conflict Resolution, Banking, Succession Planning, Leadership, Risk Management, Management, Training, Retail Banking, Business Development, Mergers, Strategy
Education
Florida State University - College of Business
B.S., Marketing Management
Bank of America October 2013 - Present
SunTrust Bank October 2012 - September 2013
Wells Fargo Bank April 2006 - October 2012
Wachovia Bank, a Wells Fargo Company April 1998 - April 2006
First Union National Bank March 1997 - April 1998
First Union National Bank June 1995 - March 1997
Skills
Talent Management, Employee Engagement, Leadership Development, Change Management, Customer Retention, Performance Management, Employee Relations, Human Resources, Recruiting, Coaching, Conflict Resolution, Banking, Succession Planning, Leadership, Risk Management, Management, Training, Retail Banking, Business Development, Mergers, Strategy
Education
Florida State University - College of Business
B.S., Marketing Management
Patrick Toomey's Bank of America Experience January 2011 - June 2012
Job Finance, Data Analytics
Industry Information Technology and Services
Experience
One Call Care Management January 2013 - Present
Bank of America January 2011 - June 2012
Skills
SSRS, SSAS 2008, SSIS, Microsoft SQL Server, SharePoint, Business Intelligence, Data Cubes, Financial Reporting, Financial Analysis, Banking, General Ledger, Business Intelligence...
Education
Florida State University - College of Business 2007 — 2010
Bachelor of Science (B.S.), Accounting
Bishop Kenny High School 2003 — 2007
One Call Care Management January 2013 - Present
Bank of America January 2011 - June 2012
Skills
SSRS, SSAS 2008, SSIS, Microsoft SQL Server, SharePoint, Business Intelligence, Data Cubes, Financial Reporting, Financial Analysis, Banking, General Ledger, Business Intelligence...
Education
Florida State University - College of Business 2007 — 2010
Bachelor of Science (B.S.), Accounting
Bishop Kenny High School 2003 — 2007
Frank Chiu's Bank of America Experience 1998 - 1999
Job Assistant Vice President; Commercial Lead, Strategic Pursuits at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions June 2014 - Present
First Data Corporation September 2013 - May 2014
Cbeyond November 2012 - September 2013
SITA September 2008 - May 2012
Orange Business Services (formerly Equant) February 2001 - August 2008
Eclipse Networks 1999 - 2001
Bank of America 1998 - 1999
BellSouth DCS 1997 - 1998
MCI 1994 - 1997
Lamothe & Associates, Inc. 1991 - 1994
Skills
Deal Structuring, Contract Negotiation, Contract Management, RFP, Pre-Sales, Post-Sales, Dispute Resolution, IT Solutions, Telecommunications, Managed Services, Risk Management, Bid Pricing, Financial Architecture, Project Finance, Financial Planning &..., Business Case, Financial Management, Revenue Assurance, Contractual Review &..., Business Strategy, Business Transformation, Restructuring, Business Transition, Optimizations, Integration, Change Management, Business Process..., International Business..., Creating New..., Developing Leaders, Coaching & Mentoring, Contractual, Leadership, Managerial Finance, Pre-sales, Negotiation, Business Development, Vendor Management, International Sales, IT Service Management, Team Leadership, Training, Project Planning, Service Delivery, Process Improvement, Consulting, Management, Business Process, Cloud Computing, Strategy
Education
Florida State University - College of Business
Finance
Cognizant Technology Solutions June 2014 - Present
First Data Corporation September 2013 - May 2014
Cbeyond November 2012 - September 2013
SITA September 2008 - May 2012
Orange Business Services (formerly Equant) February 2001 - August 2008
Eclipse Networks 1999 - 2001
Bank of America 1998 - 1999
BellSouth DCS 1997 - 1998
MCI 1994 - 1997
Lamothe & Associates, Inc. 1991 - 1994
Skills
Deal Structuring, Contract Negotiation, Contract Management, RFP, Pre-Sales, Post-Sales, Dispute Resolution, IT Solutions, Telecommunications, Managed Services, Risk Management, Bid Pricing, Financial Architecture, Project Finance, Financial Planning &..., Business Case, Financial Management, Revenue Assurance, Contractual Review &..., Business Strategy, Business Transformation, Restructuring, Business Transition, Optimizations, Integration, Change Management, Business Process..., International Business..., Creating New..., Developing Leaders, Coaching & Mentoring, Contractual, Leadership, Managerial Finance, Pre-sales, Negotiation, Business Development, Vendor Management, International Sales, IT Service Management, Team Leadership, Training, Project Planning, Service Delivery, Process Improvement, Consulting, Management, Business Process, Cloud Computing, Strategy
Education
Florida State University - College of Business
Finance
David Houdeshell's Bank of America Experience February 1998 - April 2000
Job Chief Risk Officer at Seacoast Bank
Industry Banking
Experience
Seacoast Bank May 2015 - Present
Seacoast Bank June 2010 - May 2015
The South Financial Group April 2007 - April 2010
The South Financial Group October 2005 - March 2007
Bombardier Capital July 2000 - August 2005
Bank of America February 1998 - April 2000
Barnett Banks Inc January 1985 - January 1998
Skills
Credit Analysis, Credit Risk, Credit, Risk Management, Loans, Portfolio Management, Commercial Lending, Financial Risk, Underwriting, Process Improvement, Asset Based Lending, Analysis, Commercial Banking, Lines Of Credit, Banking, Small Business Lending, Consumer Lending, Financial Analysis, Loan Servicing, Loan Origination, Mortgage Lending, Strategy, Retail Banking, Operational Risk, Cash Flow, Commercial Mortgages, Cash Management, Financial Services, Wealth Management, Treasury Management, Finance, Mergers & Acquisitions
Education
Stonier Graduate School of Banking 1992 — 1994
Masters, Bank Administration
Florida State University - College of Business 1980 — 1984
BS, Finance
Seacoast Bank May 2015 - Present
Seacoast Bank June 2010 - May 2015
The South Financial Group April 2007 - April 2010
The South Financial Group October 2005 - March 2007
Bombardier Capital July 2000 - August 2005
Bank of America February 1998 - April 2000
Barnett Banks Inc January 1985 - January 1998
Skills
Credit Analysis, Credit Risk, Credit, Risk Management, Loans, Portfolio Management, Commercial Lending, Financial Risk, Underwriting, Process Improvement, Asset Based Lending, Analysis, Commercial Banking, Lines Of Credit, Banking, Small Business Lending, Consumer Lending, Financial Analysis, Loan Servicing, Loan Origination, Mortgage Lending, Strategy, Retail Banking, Operational Risk, Cash Flow, Commercial Mortgages, Cash Management, Financial Services, Wealth Management, Treasury Management, Finance, Mergers & Acquisitions
Education
Stonier Graduate School of Banking 1992 — 1994
Masters, Bank Administration
Florida State University - College of Business 1980 — 1984
BS, Finance
Henry Del Campo's Bank of America Experience February 2008 - Present
Job Client Manager Analyst
Industry Banking
Experience
Bank of America February 2008 - Present
LaSalle Bank 2007 - 2007
Education
Florida State University - College of Business 2005 — 2006
Bank of America February 2008 - Present
LaSalle Bank 2007 - 2007
Education
Florida State University - College of Business 2005 — 2006
Ellen Larson's Bank of America Experience September 2001 - Present
Job VP Technical Analyst at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2001 - Present
Cotelligent 1997 - 2001
CSX Technology 1984 - 1997
Skills
SDLC, Business Analysis, Software Project..., Requirements Analysis, Business Requirements, Visio, Microsoft SQL Server, Software Development, Project Management, PL/SQL, Requirements Gathering, SQL, Six Sigma, Business Process..., SharePoint, Oracle, Database Design
Education
Florida State University - College of Business 1981 — 1984
Bank of America September 2001 - Present
Cotelligent 1997 - 2001
CSX Technology 1984 - 1997
Skills
SDLC, Business Analysis, Software Project..., Requirements Analysis, Business Requirements, Visio, Microsoft SQL Server, Software Development, Project Management, PL/SQL, Requirements Gathering, SQL, Six Sigma, Business Process..., SharePoint, Oracle, Database Design
Education
Florida State University - College of Business 1981 — 1984
Melinda Maxwell's Bank of America Experience June 1996 - April 2012
Job SVP at PNC
Industry Financial Services
Experience
PNC December 2013 - Present
Deutsche Bank April 2012 - December 2013
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
MCI TELECOMMUNICATIONS CORPORATION November 1994 - June 1996
Skills
PMP, CMM, Six Sigma, COBIT, CMMI, Portfolio Management, IT Strategy, SDLC, Project Management, Process Improvement, Testing, PMO, MS Project, Business Analysis, Program Management, Credit Cards, Risk Management, Banking, Agile Methodologies, Senior Stakeholder..., Leadership, Resource Management, Analytics, Service Delivery, Vendor Management, Project Portfolio..., Enterprise Software, Business Process..., Microsoft Project
Education
Florida State University - College of Business 1982 — 1986
BS, Business
Florida State University - College of Business
Bachelor of Science (B.S.), Business Administration and Management
PNC December 2013 - Present
Deutsche Bank April 2012 - December 2013
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
Bank of America June 1996 - April 2012
MCI TELECOMMUNICATIONS CORPORATION November 1994 - June 1996
Skills
PMP, CMM, Six Sigma, COBIT, CMMI, Portfolio Management, IT Strategy, SDLC, Project Management, Process Improvement, Testing, PMO, MS Project, Business Analysis, Program Management, Credit Cards, Risk Management, Banking, Agile Methodologies, Senior Stakeholder..., Leadership, Resource Management, Analytics, Service Delivery, Vendor Management, Project Portfolio..., Enterprise Software, Business Process..., Microsoft Project
Education
Florida State University - College of Business 1982 — 1986
BS, Business
Florida State University - College of Business
Bachelor of Science (B.S.), Business Administration and Management
Lauren Fields's Bank of America Experience May 2011 - Present
Job Manager Bank of America Data Warehouse
Industry Financial Services
Experience
Bank of America May 2011 - Present
IBM Global Services 2001 - May 2011
PricewaterhouseCoopers 1998 - 2001
Education
Florida State University - College of Business 1995 — 1998
BS, Management Information Systems
Bank of America May 2011 - Present
IBM Global Services 2001 - May 2011
PricewaterhouseCoopers 1998 - 2001
Education
Florida State University - College of Business 1995 — 1998
BS, Management Information Systems
Shawn R Smith, CPA, CFE's Bank of America Experience 1998 - 2001
Job Independent Management Consulting Professional
Industry Management Consulting
Experience
The Solutions Group 2006 - Present
JP Morgan 2004 - 2006
Ernst & Young 2001 - 2004
Bank Of America 1998 - 2001
Texaco Oil Corporation 1997 - 1998
Education
Florida State University - College of Business 1991 — 1995
BA, Finance, Accouting, Accouting, Multinational & International Business, Criminology with Conc. Law
The Solutions Group 2006 - Present
JP Morgan 2004 - 2006
Ernst & Young 2001 - 2004
Bank Of America 1998 - 2001
Texaco Oil Corporation 1997 - 1998
Education
Florida State University - College of Business 1991 — 1995
BA, Finance, Accouting, Accouting, Multinational & International Business, Criminology with Conc. Law
Sean Racine's Bank of America Experience 2001 - 2005
Job Vice President Senior Portfolio Manager at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital 2013 - Present
KeyBank Real Estate Capital 2010 - 2013
KeyBank Real Estate Capital 2009 - 2010
KeyBank Real Estate Capital 2005 - 2009
Bank of America 2001 - 2005
Skills
Portfolio Management, Banking, Loans, Commercial Lending, Credit Analysis, Credit, Asset Management, Financial Analysis, Underwriting, Commercial Banking, Real Estate Economics, Mortgage Lending
Education
Rollins College - Crummer Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Finance
Florida State University - College of Business 1998 — 2002
Bachelor of Science, Finance and Real Estate
KeyBank Real Estate Capital 2013 - Present
KeyBank Real Estate Capital 2010 - 2013
KeyBank Real Estate Capital 2009 - 2010
KeyBank Real Estate Capital 2005 - 2009
Bank of America 2001 - 2005
Skills
Portfolio Management, Banking, Loans, Commercial Lending, Credit Analysis, Credit, Asset Management, Financial Analysis, Underwriting, Commercial Banking, Real Estate Economics, Mortgage Lending
Education
Rollins College - Crummer Graduate School of Business 2007 — 2010
Master of Business Administration (MBA), Finance
Florida State University - College of Business 1998 — 2002
Bachelor of Science, Finance and Real Estate
Jill Boyette's Bank of America Experience February 2009 - November 2009
Job Project Management and Process Improvement Specialist
Industry Management Consulting
Experience
The Daniel Group December 2008 - Present
Bank of America February 2009 - November 2009
Bank of America February 2008 - July 2008
Swift Water Logistics October 2006 - October 2007
Coca-Cola Bottling Co. Consolidated March 2003 - December 2006
Coca-Cola Bottling Co. Consolidated June 2002 - March 2003
Arthur Andersen 2000 - June 2002
Arthur Andersen December 1997 - 2000
Skills
Vendor Management, Integration, Process Improvement, Program Management, Strategy, Change Management, Project Management, Management, Analysis, Project Planning, Forecasting, Testing, Logistics, Data Analysis, Business Process..., SDLC, Strategic Planning
Education
Florida State University - College of Business 1995 — 1997
BS, Information Systems Management
Florida State University - College of Business 1990 — 1994
BS, Finance
The Daniel Group December 2008 - Present
Bank of America February 2009 - November 2009
Bank of America February 2008 - July 2008
Swift Water Logistics October 2006 - October 2007
Coca-Cola Bottling Co. Consolidated March 2003 - December 2006
Coca-Cola Bottling Co. Consolidated June 2002 - March 2003
Arthur Andersen 2000 - June 2002
Arthur Andersen December 1997 - 2000
Skills
Vendor Management, Integration, Process Improvement, Program Management, Strategy, Change Management, Project Management, Management, Analysis, Project Planning, Forecasting, Testing, Logistics, Data Analysis, Business Process..., SDLC, Strategic Planning
Education
Florida State University - College of Business 1995 — 1997
BS, Information Systems Management
Florida State University - College of Business 1990 — 1994
BS, Finance
Mike Hively's Bank of America Experience 1990 - 1999
Job Client Services Consultant at FIS
Industry Internet
Experience
FIS February 2011 - Present
FIS (Fidelity National Information Services) May 2007 - February 2011
Fidelity National Information Services May 2007 - December 2008
Metavante 2005 - 2007
Phoenix Software 1999 - 2005
Harland 1999 - 2005
Bank of America 1990 - 1999
NationsBank 1990 - 1999
American Pioneer 1984 - 1988
Pan American Bank 1981 - 1984
Skills
Team Building, Salesforce.com, Strategic Planning, Retail Banking, New Business Development, Sales, Business Development
Education
Florida State University - College of Business 1975 — 1977
Bachelor of Science (B.S.), Finance Major; Accounting Minor
Marshall University 1969 — 1971
Business
FIS February 2011 - Present
FIS (Fidelity National Information Services) May 2007 - February 2011
Fidelity National Information Services May 2007 - December 2008
Metavante 2005 - 2007
Phoenix Software 1999 - 2005
Harland 1999 - 2005
Bank of America 1990 - 1999
NationsBank 1990 - 1999
American Pioneer 1984 - 1988
Pan American Bank 1981 - 1984
Skills
Team Building, Salesforce.com, Strategic Planning, Retail Banking, New Business Development, Sales, Business Development
Education
Florida State University - College of Business 1975 — 1977
Bachelor of Science (B.S.), Finance Major; Accounting Minor
Marshall University 1969 — 1971
Business
Felipe Palacio's Bank of America Experience August 2011 - Present
Job Consultant Product Strategy Manager at Bank of America
Industry Banking
Experience
Bank of America August 2011 - Present
HSBC November 2004 - August 2011
Skills
Corporate Finance, Valuation, Lead Generation, Requirements Analysis, SDLC, Risk Management, Customer Service, Software Development, Financial Analysis, Banking, Requirements Gathering, Business Analysis, Business Process..., Management Consulting, Strategy, Analysis
Education
Florida State University - College of Business 1995 — 2001
Bank of America August 2011 - Present
HSBC November 2004 - August 2011
Skills
Corporate Finance, Valuation, Lead Generation, Requirements Analysis, SDLC, Risk Management, Customer Service, Software Development, Financial Analysis, Banking, Requirements Gathering, Business Analysis, Business Process..., Management Consulting, Strategy, Analysis
Education
Florida State University - College of Business 1995 — 2001
Mark Schirmer's Bank of America Experience June 1997 - June 2007
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2007 - Present
Bank of America June 1997 - June 2007
Education
Florida State University - College of Business 1995 — 1997
Fifth Third Bank June 2007 - Present
Bank of America June 1997 - June 2007
Education
Florida State University - College of Business 1995 — 1997
Kim Sloat's Bank of America Experience December 2000 - Present
Job Executive Financial Advisor at Bank of America
Industry Accounting
Experience
Bank of America December 2000 - Present
Education
Florida State University - College of Business
Bank of America December 2000 - Present
Education
Florida State University - College of Business
William Diamond's Bank of America Experience 2004 - July 2011
Job Sr Solutions Project Manager at Lowe's Home Improvement
Industry Retail
Experience
Lowe's Home Improvement July 2011 - Present
Bank of America 2004 - July 2011
Adesa 2001 - 2003
GE Access 2000 - 2002
GE Access 1999 - 2002
GE Access (now Avnet Technology Solutions) 2000 - 2001
Keane 1996 - 1999
Keane Inc 1996 - 1999
Circus of the Kids July 1994 - August 1994
Skills
Testing, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Project Management, Visio, Business Process..., Vendor Management, Integration, Program Management, SharePoint, Quality Assurance, MS Project, Management
Education
University of Georgia - Terry College of Business 2003 — 2004
MBA, Organizational Consulting, Quality Improvement, Marketing
Florida State University - College of Business 1992 — 1996
BS, MIS
Florida State University 1991 — 1996
Bachelor of Science (BS), Management Information Systems, General
Middleburg High School 1989 — 1991
Lowe's Home Improvement July 2011 - Present
Bank of America 2004 - July 2011
Adesa 2001 - 2003
GE Access 2000 - 2002
GE Access 1999 - 2002
GE Access (now Avnet Technology Solutions) 2000 - 2001
Keane 1996 - 1999
Keane Inc 1996 - 1999
Circus of the Kids July 1994 - August 1994
Skills
Testing, Business Analysis, Process Improvement, SDLC, Requirements Analysis, Software Project..., Requirements Gathering, Project Management, Visio, Business Process..., Vendor Management, Integration, Program Management, SharePoint, Quality Assurance, MS Project, Management
Education
University of Georgia - Terry College of Business 2003 — 2004
MBA, Organizational Consulting, Quality Improvement, Marketing
Florida State University - College of Business 1992 — 1996
BS, MIS
Florida State University 1991 — 1996
Bachelor of Science (BS), Management Information Systems, General
Middleburg High School 1989 — 1991
Donald Rhodes's Bank of America Experience July 2003 - Present
Job Senior Vice President Bank of America
Industry Banking
Experience
Bank of America July 2003 - Present
Lehman Brothers January 2000 - May 2003
Pamex Capital Partners August 1997 - January 2000
Rhodes Van Note and Co. August 1994 - August 1997
Skills
Loans, Banking, Capital Markets, Mortgage Banking, Loan Origination, Valuation, Residential Mortgages, Bloomberg, Mortgage Servicing, Loss Mitigation, MBS, Loan Servicing, Structured Products, Real Estate Economics, Fixed Income, Portfolio Management, Credit, Credit Analysis, Credit Risk, Mortgage Lending, Securitization, Structured Finance, CMBS, Financial Analysis, Financial Modeling, Risk Management
Education
Florida State University - College of Business 1992 — 1994
MBA
Wake Forest University 1988 — 1992
BA
Wolfson High 1985 — 1988
Bank of America July 2003 - Present
Lehman Brothers January 2000 - May 2003
Pamex Capital Partners August 1997 - January 2000
Rhodes Van Note and Co. August 1994 - August 1997
Skills
Loans, Banking, Capital Markets, Mortgage Banking, Loan Origination, Valuation, Residential Mortgages, Bloomberg, Mortgage Servicing, Loss Mitigation, MBS, Loan Servicing, Structured Products, Real Estate Economics, Fixed Income, Portfolio Management, Credit, Credit Analysis, Credit Risk, Mortgage Lending, Securitization, Structured Finance, CMBS, Financial Analysis, Financial Modeling, Risk Management
Education
Florida State University - College of Business 1992 — 1994
MBA
Wake Forest University 1988 — 1992
BA
Wolfson High 1985 — 1988
Kevin Stencik's Bank of America Experience October 2000 - June 2005
Job Relationship Manager/Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2005 - Present
Bank of America October 2000 - June 2005
Education
Florida State University - College of Business 2000 — 2005
Wells Fargo June 2005 - Present
Bank of America October 2000 - June 2005
Education
Florida State University - College of Business 2000 — 2005
Rodney Fisher's Bank of America Experience March 2013 - Present
Job Assistant Vice President at FEMBI First Equity Mortgage Bankers, Inc.
Industry Financial Services
Experience
FEMBI First Equity Mortgage Bankers, Inc. March 2014 - Present
Bank of America March 2013 - Present
Bank of America April 2009 - December 2012
Countrywide March 2008 - April 2009
Beazer Mortgage October 2007 - February 2008
Beazer Mortgage March 2004 - October 2007
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Credit, Refinance, Loan Origination, Residential Mortgages, Banking, Financial Analysis, Customer Service, Sales, Residential Homes, Consumer Lending, Real Estate, Selling, Sales Management, Team Building, Recruiting, VA loans, FHA financing, Credit Analysis, Construction Loans
Education
Florida State University - College of Business 1996 — 2001
Finance & Marketing, Finance, Accounting, Marketing, Advertising
FEMBI First Equity Mortgage Bankers, Inc. March 2014 - Present
Bank of America March 2013 - Present
Bank of America April 2009 - December 2012
Countrywide March 2008 - April 2009
Beazer Mortgage October 2007 - February 2008
Beazer Mortgage March 2004 - October 2007
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Credit, Refinance, Loan Origination, Residential Mortgages, Banking, Financial Analysis, Customer Service, Sales, Residential Homes, Consumer Lending, Real Estate, Selling, Sales Management, Team Building, Recruiting, VA loans, FHA financing, Credit Analysis, Construction Loans
Education
Florida State University - College of Business 1996 — 2001
Finance & Marketing, Finance, Accounting, Marketing, Advertising
Ashley Hays's Bank of America Experience July 2015 - Present
Job Vice President, Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America July 2015 - Present
CenterState Bank April 2012 - July 2015
The Jacksonville Bank September 2003 - March 2012
Skills
Commercial Lending, Credit, Banking, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Lines Of Credit, Risk Management, Credit Risk, Portfolio Management, Consumer Lending, Asset Based Lending, Financial Risk, Commercial Mortgages, Retail Banking, Mortgage Lending, Corporate Credit
Education
University of North Florida - College of Business Administration 2001 — 2003
MBA, Business
Florida State University - College of Business 1998 — 2000
BS, Multinational Businees and Marketing
Bank of America July 2015 - Present
Bank of America July 2015 - Present
CenterState Bank April 2012 - July 2015
The Jacksonville Bank September 2003 - March 2012
Skills
Commercial Lending, Credit, Banking, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Underwriting, Financial Analysis, Lines Of Credit, Risk Management, Credit Risk, Portfolio Management, Consumer Lending, Asset Based Lending, Financial Risk, Commercial Mortgages, Retail Banking, Mortgage Lending, Corporate Credit
Education
University of North Florida - College of Business Administration 2001 — 2003
MBA, Business
Florida State University - College of Business 1998 — 2000
BS, Multinational Businees and Marketing
Caroline Flory's Bank of America Experience April 2007 - March 2008
Job Senior Program Manager at Comverge
Industry Management Consulting
Experience
Comverge January 2015 - Present
Duke Energy Corporation March 2013 - January 2015
Perficient April 2011 - March 2013
Exervio Management Consulting March 2008 - April 2011
Bank of America April 2007 - March 2008
Exclusively Real Estate May 2004 - April 2007
Skills
Process Improvement, Marketing Communications, Six Sigma, Real Estate, Business Process..., Project Management, Management Consulting, Marketing, Utility Industry, Financial Services, Product Development, Project Coordination, Marketing Strategy, Social Media Marketing, Community Outreach, Building Relationships, Energy Efficiency, Strategy, Recruiting, Program Management, Leadership, CRM, Management, Project Planning, Business Analysis, Cross-functional Team..., Analysis, Analytics, Business Development, Business Intelligence, Business Process, Business Strategy, Consulting, Vendor Management, Project Portfolio..., PMO, Strategic Planning
Education
Florida State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Business, Marketing
Episcopal High School 1994 — 1999
Comverge January 2015 - Present
Duke Energy Corporation March 2013 - January 2015
Perficient April 2011 - March 2013
Exervio Management Consulting March 2008 - April 2011
Bank of America April 2007 - March 2008
Exclusively Real Estate May 2004 - April 2007
Skills
Process Improvement, Marketing Communications, Six Sigma, Real Estate, Business Process..., Project Management, Management Consulting, Marketing, Utility Industry, Financial Services, Product Development, Project Coordination, Marketing Strategy, Social Media Marketing, Community Outreach, Building Relationships, Energy Efficiency, Strategy, Recruiting, Program Management, Leadership, CRM, Management, Project Planning, Business Analysis, Cross-functional Team..., Analysis, Analytics, Business Development, Business Intelligence, Business Process, Business Strategy, Consulting, Vendor Management, Project Portfolio..., PMO, Strategic Planning
Education
Florida State University - College of Business 1999 — 2003
Bachelor of Science (B.S.), Business, Marketing
Episcopal High School 1994 — 1999
Krishan Nigam, CFA's Bank of America Experience April 2006 - June 2007
Job Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors February 2015 - Present
Emerging Global Advisors February 2011 - February 2015
AllianceBernstein June 2007 - February 2011
Bank of America April 2006 - June 2007
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, ETFs, Capital Markets, Valuation, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance
Florida State University - College of Business
Bachelor of Science (BS), Entrepreneurship
Allianz Global Investors February 2015 - Present
Emerging Global Advisors February 2011 - February 2015
AllianceBernstein June 2007 - February 2011
Bank of America April 2006 - June 2007
Skills
Series 7, Series 63, Asset Management, Asset Allocation, Equities, Investments, Wealth Management, Fixed Income, Portfolio Management, Bloomberg, Mutual Funds, ETFs, Capital Markets, Valuation, Investment Strategies
Education
Florida State University - College of Business
Bachelor of Science (BS), Finance
Florida State University - College of Business
Bachelor of Science (BS), Entrepreneurship
Robert Mossbacher's Bank of America Experience September 2013 - Present
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America September 2013 - Present
Skills
Banking, Leadership, Cash Management, Treasury Management, Commercial Banking, Treasury Services, Credit, Process Improvement, Risk Management, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Credit Cards, Strategic Planning, Investments, Small Business Lending, Sales Management, Financial Services
Education
Florida State University - College of Business 1988 — 1993
Bachelor of Science - Finance & Statistics, Finance and Management
Bank of America September 2013 - Present
Skills
Banking, Leadership, Cash Management, Treasury Management, Commercial Banking, Treasury Services, Credit, Process Improvement, Risk Management, Commercial Lending, Portfolio Management, Loans, Credit Analysis, Credit Cards, Strategic Planning, Investments, Small Business Lending, Sales Management, Financial Services
Education
Florida State University - College of Business 1988 — 1993
Bachelor of Science - Finance & Statistics, Finance and Management
Kirsten Abrahamson's Bank of America Experience April 2006 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America April 2006 - Present
Wachovia September 1999 - May 2006
Franklin Templeton Group February 1993 - December 1997
Education
Florida State University - College of Business
Bank of America April 2006 - Present
Wachovia September 1999 - May 2006
Franklin Templeton Group February 1993 - December 1997
Education
Florida State University - College of Business
Alecia Dupont's Bank of America Experience May 1994 - Present
Job VP/Banking Center Manager at Bank of America
Industry Banking
Experience
Bank of America May 1994 - Present
Bank of America May 1991 - May 1994
Education
Florida State University - College of Business 1987 — 1988
MBA, Finance/Marketing
Florida State University - College of Business 1982 — 1987
BA, International Business/German
Bank of America May 1994 - Present
Bank of America May 1991 - May 1994
Education
Florida State University - College of Business 1987 — 1988
MBA, Finance/Marketing
Florida State University - College of Business 1982 — 1987
BA, International Business/German
Sandi Martin's Bank of America Experience April 1999 - June 2000
Job Audit Project Manager Acosta Sales & Marketing
Industry Consumer Goods
Experience
Acosta Sales & Marketing January 2015 - Present
EverBank June 2013 - December 2014
JPMorgan Chase October 2011 - May 2013
KeHE Distributors Inc September 2008 - October 2011
Solantic, LLC January 2008 - February 2008
Montecito Property Company January 2006 - May 2007
Bank of America April 1999 - June 2000
Bank of America August 1997 - December 1998
Bank of America April 1996 - August 1997
Bank of America September 1993 - April 1996
Skills
Outlook, Risk Management, Microsoft Excel, Mergers, Business Process..., Financial Analysis, General Ledger, Accounting, JD Edwards, Business Process..., Microsoft Office
Education
Florida State University - College of Business 1984 — 1986
Bachelor of Science, Management
Acosta Sales & Marketing January 2015 - Present
EverBank June 2013 - December 2014
JPMorgan Chase October 2011 - May 2013
KeHE Distributors Inc September 2008 - October 2011
Solantic, LLC January 2008 - February 2008
Montecito Property Company January 2006 - May 2007
Bank of America April 1999 - June 2000
Bank of America August 1997 - December 1998
Bank of America April 1996 - August 1997
Bank of America September 1993 - April 1996
Skills
Outlook, Risk Management, Microsoft Excel, Mergers, Business Process..., Financial Analysis, General Ledger, Accounting, JD Edwards, Business Process..., Microsoft Office
Education
Florida State University - College of Business 1984 — 1986
Bachelor of Science, Management
Sam McMillan's Bank of America Experience June 1997 - July 2001
Job Benefits Relationship Manager at Barnes Benefit Consultants
Industry Financial Services
Experience
Barnes Benefit Consultants October 2014 - Present
Global Drying Equipment April 2011 - October 2014
Homecomings Financial January 2004 - February 2007
SolunaFirst March 2002 - November 2002
Bank of America June 1997 - July 2001
Barnett Banks, Inc. (became Bank of America) May 1995 - May 1997
Barnett Bank of Jacksonville, N.A. April 1990 - May 1995
Skills
Customer Service, Small Business, Sales Presentations, Customer Retention, Customer Relations, Water Damage, Commercial Drying, Sales, Start-ups, Training, Sales Operations, Strategic Planning, Operations Management, Credit, CRM, Loans, Marketing, Cold Calling, Mortgage Lending, Process Improvement, New Business Development, Selling, Sales Management, Team Building, Mergers & Acquisitions, Account Management, Business Development, Contract Negotiation, Negotiation, Leadership
Education
Florida State University - College of Business 1984 — 1986
BS, Finance
Georgia Tech 1980 — 1981
Barnes Benefit Consultants October 2014 - Present
Global Drying Equipment April 2011 - October 2014
Homecomings Financial January 2004 - February 2007
SolunaFirst March 2002 - November 2002
Bank of America June 1997 - July 2001
Barnett Banks, Inc. (became Bank of America) May 1995 - May 1997
Barnett Bank of Jacksonville, N.A. April 1990 - May 1995
Skills
Customer Service, Small Business, Sales Presentations, Customer Retention, Customer Relations, Water Damage, Commercial Drying, Sales, Start-ups, Training, Sales Operations, Strategic Planning, Operations Management, Credit, CRM, Loans, Marketing, Cold Calling, Mortgage Lending, Process Improvement, New Business Development, Selling, Sales Management, Team Building, Mergers & Acquisitions, Account Management, Business Development, Contract Negotiation, Negotiation, Leadership
Education
Florida State University - College of Business 1984 — 1986
BS, Finance
Georgia Tech 1980 — 1981
Laura Gonzales's Bank of America Experience September 2005 - May 2007
Job VP/Senior Relationship Manager Commercial Real Estate State of Florida at BBVA Compass
Industry Commercial Real Estate
Experience
BBVA Compass June 2007 - Present
Bank of America September 2005 - May 2007
SunTrust Bank 2003 - 2005
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Underwriting, Credit, Real Estate, Credit Analysis, Business Development, Financial Analysis, Asset Managment, Risk Management, Treasury Management, Portfolio Management, Finance, Credit Risk
Education
University of North Florida 1999 — 2001
Masters, MBA
Florida State University - College of Business 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General and Management
Lawrence North High School 1990 — 1994
High School
BBVA Compass June 2007 - Present
Bank of America September 2005 - May 2007
SunTrust Bank 2003 - 2005
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Underwriting, Credit, Real Estate, Credit Analysis, Business Development, Financial Analysis, Asset Managment, Risk Management, Treasury Management, Portfolio Management, Finance, Credit Risk
Education
University of North Florida 1999 — 2001
Masters, MBA
Florida State University - College of Business 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Finance, General and Management
Lawrence North High School 1990 — 1994
High School
Ken Etterman's Bank of America Experience January 1990 - January 1998
Job Real Estate Capital MarketsFinanceBanking
Industry Commercial Real Estate
Experience
Redfish Capital Advisors November 2006 - Present
Wachovia January 1998 - October 2006
Bank of America January 1990 - January 1998
Skills
Real Estate Development, Asset Managment, Commercial Lending, Real Estate, Loans, CMBS, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Mezzanine, Property Management, Investment Properties
Education
Western Carolina University 1999 — 2001
MBA
Florida State University - College of Business 1987 — 1990
BS
Redfish Capital Advisors November 2006 - Present
Wachovia January 1998 - October 2006
Bank of America January 1990 - January 1998
Skills
Real Estate Development, Asset Managment, Commercial Lending, Real Estate, Loans, CMBS, Investments, Due Diligence, Portfolio Management, Real Estate Economics, Real Estate Transactions, Real Estate Financing, Mezzanine, Property Management, Investment Properties
Education
Western Carolina University 1999 — 2001
MBA
Florida State University - College of Business 1987 — 1990
BS
Jennifer Gomer's Bank of America Experience February 2013 - Present
Job Director / Senior Registration Manager, Global Compliance Risk; Registration & Licensing at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch April 2008 - January 2009
Merrill Lynch November 2005 - April 2008
Merrill Lynch April 2000 - November 2005
Skills
Series 7, Six Sigma, Strategic Planning, Business Development, Financial Risk, Financial Analysis, Project Management, Financial Services
Education
Florida State University - College of Business 1993 — 1997
BS, Management and Human Resource Management
Bank of America February 2013 - Present
Bank of America January 2009 - Present
Merrill Lynch April 2008 - January 2009
Merrill Lynch November 2005 - April 2008
Merrill Lynch April 2000 - November 2005
Skills
Series 7, Six Sigma, Strategic Planning, Business Development, Financial Risk, Financial Analysis, Project Management, Financial Services
Education
Florida State University - College of Business 1993 — 1997
BS, Management and Human Resource Management
Sandy Hamrick's Bank of America Experience 2000 - 2002
Job Senior Vice President at First Bank
Industry Banking
Experience
Synovus Bank 2013 - Present
First Bank 2008 - 2012
Fifth Third Bank 2003 - 2008
Bank of America 2000 - 2002
Skills
Credit Analysis, Loan Origination, Loans, Commercial Banking, Small Business Lending, Commercial Lending, Banking, Underwriting, Mortgage Lending, Credit, Financial Analysis, Treasury Management, Portfolio Management, Credit Risk
Education
Florida State University - College of Business
BS, Magna Cum Laude, Finance/Accounting
Synovus Bank 2013 - Present
First Bank 2008 - 2012
Fifth Third Bank 2003 - 2008
Bank of America 2000 - 2002
Skills
Credit Analysis, Loan Origination, Loans, Commercial Banking, Small Business Lending, Commercial Lending, Banking, Underwriting, Mortgage Lending, Credit, Financial Analysis, Treasury Management, Portfolio Management, Credit Risk
Education
Florida State University - College of Business
BS, Magna Cum Laude, Finance/Accounting
Steve Berkoff's Bank of America Experience 1993 - 2002
Job Advisory Director at PwC
Industry Financial Services
Experience
PwC January 2014 - Present
Deloitte December 2007 - January 2014
Capital One 2006 - 2007
BenchMark Consulting International 2002 - 2007
Wachovia, A Wells Fargo Company 2005 - 2006
Bank of America 1993 - 2002
Education
Florida State University - College of Business 1990 — 1992
BS, Accounting and Finance
PwC January 2014 - Present
Deloitte December 2007 - January 2014
Capital One 2006 - 2007
BenchMark Consulting International 2002 - 2007
Wachovia, A Wells Fargo Company 2005 - 2006
Bank of America 1993 - 2002
Education
Florida State University - College of Business 1990 — 1992
BS, Accounting and Finance
Chris Montrois's Bank of America Experience August 2008 - May 2011
Job Frontend Engineer at Slack Technologies, Inc
Industry Internet
Experience
Slack Technologies, Inc August 2015 - Present
Quick Left May 2014 - Present
Markit June 2011 - May 2014
Bank of America August 2008 - May 2011
Florida Center for Prevention Research February 2006 - June 2008
Merrill Lynch June 2007 - August 2007
Skills
jQuery, ASP.NET, JavaScript, AJAX, Web Development, ASP.NET MVC, XHTML, CSS, Visual Studio, C#, XML, PHP, Object Oriented Design, Python, NodeJS, F2, MVC, SQL, MySQL, ReactJS, AngularJS, LESS, RequireJS, AMD, Highcharts, Ruby, Ember.js, SASS
Education
Florida State University - College of Business 2003 — 2007
BS, Management Information Systems
Slack Technologies, Inc August 2015 - Present
Quick Left May 2014 - Present
Markit June 2011 - May 2014
Bank of America August 2008 - May 2011
Florida Center for Prevention Research February 2006 - June 2008
Merrill Lynch June 2007 - August 2007
Skills
jQuery, ASP.NET, JavaScript, AJAX, Web Development, ASP.NET MVC, XHTML, CSS, Visual Studio, C#, XML, PHP, Object Oriented Design, Python, NodeJS, F2, MVC, SQL, MySQL, ReactJS, AngularJS, LESS, RequireJS, AMD, Highcharts, Ruby, Ember.js, SASS
Education
Florida State University - College of Business 2003 — 2007
BS, Management Information Systems
Ron Herman's Bank of America Experience November 2014 - Present
Job Vice President
Industry Information Technology and Services
Experience
Bank of America November 2014 - Present
Family Dollar December 2006 - November 2014
Publix Super Markets, Inc. December 1988 - December 2006
Skills
SDLC, Retail, Merchandising, SAS, Project Management, DBMS, Visio, Business Analysis, Oracle, SharePoint, Vendor Management, Business Intelligence, Software Documentation, Analysis, MS Project, Process Improvement, Business Process, Software Project..., Cross-functional Team..., Business Process..., PMP, Requirements Analysis, Integration, Management, Leadership, Requirements Gathering, SQL, Microsoft Office, Team Building, Change Management, Team Leadership, Customer Service, Program Management
Education
Florida State University - College of Business 1984 — 1988
Bachelor's Degree, Management Information Systems, Computer Science
Bank of America November 2014 - Present
Family Dollar December 2006 - November 2014
Publix Super Markets, Inc. December 1988 - December 2006
Skills
SDLC, Retail, Merchandising, SAS, Project Management, DBMS, Visio, Business Analysis, Oracle, SharePoint, Vendor Management, Business Intelligence, Software Documentation, Analysis, MS Project, Process Improvement, Business Process, Software Project..., Cross-functional Team..., Business Process..., PMP, Requirements Analysis, Integration, Management, Leadership, Requirements Gathering, SQL, Microsoft Office, Team Building, Change Management, Team Leadership, Customer Service, Program Management
Education
Florida State University - College of Business 1984 — 1988
Bachelor's Degree, Management Information Systems, Computer Science
Evelyn Fabelo's Bank of America Experience May 2012 - February 2013
Job Purchasing Manager at Stearns Lending
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) February 2015 - Present
Nationstar Mortgage February 2013 - February 2015
Bank of America May 2012 - February 2013
Bank of America June 2011 - May 2012
Bank of America Home Loans May 2009 - June 2011
Countrywide October 2008 - April 2009
Wachovia February 2007 - October 2008
World Savings December 2006 - February 2007
Countrywide Home Loans August 2005 - November 2006
Countrywide Home Loans March 2005 - August 2005
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Underwriting, FHA, Credit, Credit Analysis, Portfolio Management, Loss Mitigation, Finance, Leadership, Financial Risk, Operations Management, Pipeline Management, Analysis, Staff and Leadership..., Risk & Decision..., Team Building &..., Performance Improvement, Training & Development
Education
Florida State University - College of Business 2000 — 2004
Bachelor's, Business Management
Stearns Lending (NMLS #1854) February 2015 - Present
Nationstar Mortgage February 2013 - February 2015
Bank of America May 2012 - February 2013
Bank of America June 2011 - May 2012
Bank of America Home Loans May 2009 - June 2011
Countrywide October 2008 - April 2009
Wachovia February 2007 - October 2008
World Savings December 2006 - February 2007
Countrywide Home Loans August 2005 - November 2006
Countrywide Home Loans March 2005 - August 2005
Skills
Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Underwriting, FHA, Credit, Credit Analysis, Portfolio Management, Loss Mitigation, Finance, Leadership, Financial Risk, Operations Management, Pipeline Management, Analysis, Staff and Leadership..., Risk & Decision..., Team Building &..., Performance Improvement, Training & Development
Education
Florida State University - College of Business 2000 — 2004
Bachelor's, Business Management
Jo A. Nelson's Bank of America Experience April 1968 - December 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America April 1968 - December 1995
Banc of America Securities, LLC 1968 - 1995
Skills
Fundraising, Leadership, Strategic Planning, Portfolio Management, Nonprofits, Time Management
Education
Florida State University - College of Business 1966 — 1968
BS, Business
Indian River State College 1965 — 1965
Stetson University 1963 — 1965
Bank of America April 1968 - December 1995
Banc of America Securities, LLC 1968 - 1995
Skills
Fundraising, Leadership, Strategic Planning, Portfolio Management, Nonprofits, Time Management
Education
Florida State University - College of Business 1966 — 1968
BS, Business
Indian River State College 1965 — 1965
Stetson University 1963 — 1965
Jay Mueller's Bank of America Experience August 1997 - June 2008
Job Experienced Finance and Compliance Executive
Industry Banking
Experience
Beacon Asset Advisors April 2014 - Present
Federal Deposit Insurance Corporation June 2011 - April 2014
FDIC June 2009 - June 2011
Bank of America August 1997 - June 2008
Barnett Banks, Inc. August 1980 - August 1997
Barnett Bank 1980 - 1997
Skills
Loans, Strategic Planning, Retail Banking, Mergers & Acquisitions, Commercial Banking, Commercial Lending, Forecasting, Mergers, Strategy, Leadership, Small Business Lending, Banking, Analysis, Consumer Lending, Mortgage Lending, Credit, Credit Analysis, Finance
Education
Nova Southeastern University 1982 — 1983
MBA, Finance
Florida State University - College of Business 1978 — 1980
BA, Finance
Beacon Asset Advisors April 2014 - Present
Federal Deposit Insurance Corporation June 2011 - April 2014
FDIC June 2009 - June 2011
Bank of America August 1997 - June 2008
Barnett Banks, Inc. August 1980 - August 1997
Barnett Bank 1980 - 1997
Skills
Loans, Strategic Planning, Retail Banking, Mergers & Acquisitions, Commercial Banking, Commercial Lending, Forecasting, Mergers, Strategy, Leadership, Small Business Lending, Banking, Analysis, Consumer Lending, Mortgage Lending, Credit, Credit Analysis, Finance
Education
Nova Southeastern University 1982 — 1983
MBA, Finance
Florida State University - College of Business 1978 — 1980
BA, Finance
Eric Spottswood's Bank of America Experience April 2015 - Present
Job at
Industry Real Estate
Experience
Bank of America April 2015 - Present
PHH Mortgage December 2012 - March 2015
PHH Mortgage April 2010 - December 2012
PHH/Cendant March 2006 - April 2010
Skills
Mortgage Industry, Mortgage Lending, Conventional, Loan Origination, Mortgage, Call Center, Commercial Lending, Mortgage Underwriting, Residential Mortgages, Cash Management, Loans, Refinance, Credit Risk, Credit Analysis, Call Centers, Cold Calling, Credit, Sales, Relationship Management, CRM, Residential Homes, Investment Properties, Investments, Underwriting, Account Management, Consumer Lending, Asset Managment, REO, Financial Analysis, FHA financing, VA loans, FHA, Mortgage Banking, Portfolio Management, Risk Management, Certified Mortgage..., Financial Services, Real Estate Financing, Salesforce.com, Finance, Real Estate Economics, Sales Management, Mortgage Servicing, Retail Banking, Loan Servicing, Loss Mitigation, Foreclosures, Private Banking, Real Estate, B2B
Education
Florida State University - College of Business 1996 — 2000
BS, Marketing
Bank of America April 2015 - Present
PHH Mortgage December 2012 - March 2015
PHH Mortgage April 2010 - December 2012
PHH/Cendant March 2006 - April 2010
Skills
Mortgage Industry, Mortgage Lending, Conventional, Loan Origination, Mortgage, Call Center, Commercial Lending, Mortgage Underwriting, Residential Mortgages, Cash Management, Loans, Refinance, Credit Risk, Credit Analysis, Call Centers, Cold Calling, Credit, Sales, Relationship Management, CRM, Residential Homes, Investment Properties, Investments, Underwriting, Account Management, Consumer Lending, Asset Managment, REO, Financial Analysis, FHA financing, VA loans, FHA, Mortgage Banking, Portfolio Management, Risk Management, Certified Mortgage..., Financial Services, Real Estate Financing, Salesforce.com, Finance, Real Estate Economics, Sales Management, Mortgage Servicing, Retail Banking, Loan Servicing, Loss Mitigation, Foreclosures, Private Banking, Real Estate, B2B
Education
Florida State University - College of Business 1996 — 2000
BS, Marketing
William Coombs's Bank of America Experience November 2004 - Present
Job Sr. Incentive Administration & Reporting Analyst
Industry Banking
Experience
Bank of America November 2004 - Present
Education
Florida State University 2000 — 2003
Bachelors, Marketing
Bank of America November 2004 - Present
Education
Florida State University 2000 — 2003
Bachelors, Marketing
Chris Peaden's Bank of America Experience April 2002 - October 2008
Job Commercial Banker at Citi
Industry Banking
Experience
Citi November 2012 - Present
Wells Fargo December 2010 - November 2012
McGladrey November 2008 - December 2010
Bank of America April 2002 - October 2008
Education
Florida State University - College of Business 2002 — 2004
MBA
Citi November 2012 - Present
Wells Fargo December 2010 - November 2012
McGladrey November 2008 - December 2010
Bank of America April 2002 - October 2008
Education
Florida State University - College of Business 2002 — 2004
MBA
Patrick Cornell's Bank of America Experience June 2006 - March 2012
Job SVP/Team Leader at PNC Business Credit
Industry Banking
Experience
PNC Business Credit March 2012 - Present
Bank of America June 2006 - March 2012
FINOVA Capital Corporation May 1989 - May 2006
Skills
Commercial Lending, Credit Analysis, New Business Development, Restructuring, Commercial Banking, Credit, Asset Based Lending, Portfolio Management, Loans, Credit Risk, Banking, Financial Analysis, Corporate Finance
Education
Florida State University - College of Business 1987 — 1989
BS, Finance
PNC Business Credit March 2012 - Present
Bank of America June 2006 - March 2012
FINOVA Capital Corporation May 1989 - May 2006
Skills
Commercial Lending, Credit Analysis, New Business Development, Restructuring, Commercial Banking, Credit, Asset Based Lending, Portfolio Management, Loans, Credit Risk, Banking, Financial Analysis, Corporate Finance
Education
Florida State University - College of Business 1987 — 1989
BS, Finance
Leon McCook's Bank of America Experience 2010 - 2014
Job Operational Excellence Leader
Industry Financial Services
Experience
Bank of America 2010 - 2014
ING North America 2007 - 2009
Quest Diagnostics 2002 - 2007
Competitve Technologies Business Services 1998 - 2002
Marshal Qualtec (Six Sigma Qualtec) 1996 - 1998
Florida Power & Light 1990 - 1996
Skills
Lean Manufacturing, Strategy, Process Engineering, Quality Management, Auditing, Process Management, Cross-functional Team..., Six Sigma, Management Consulting, Leadership, Business Process..., Black Belt, DMAIC, Management, Process Improvement, Performance Improvement, Value Stream Mapping, Business Planning, Operations Management, Training, Strategic Planning, Kaizen, Forecasting, Program Management, Analysis, Budgets, Continuous Improvement, Manufacturing, Operational Excellence, Leadership Development, TQM
Education
Florida State University - College of Business
B.S., Accounting
Nova Southeastern University
MBA, Business
Bank of America 2010 - 2014
ING North America 2007 - 2009
Quest Diagnostics 2002 - 2007
Competitve Technologies Business Services 1998 - 2002
Marshal Qualtec (Six Sigma Qualtec) 1996 - 1998
Florida Power & Light 1990 - 1996
Skills
Lean Manufacturing, Strategy, Process Engineering, Quality Management, Auditing, Process Management, Cross-functional Team..., Six Sigma, Management Consulting, Leadership, Business Process..., Black Belt, DMAIC, Management, Process Improvement, Performance Improvement, Value Stream Mapping, Business Planning, Operations Management, Training, Strategic Planning, Kaizen, Forecasting, Program Management, Analysis, Budgets, Continuous Improvement, Manufacturing, Operational Excellence, Leadership Development, TQM
Education
Florida State University - College of Business
B.S., Accounting
Nova Southeastern University
MBA, Business
Mark Irby's Bank of America Experience 2007 - 2009
Job Sr. Relationship Mgr. JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase 2011 - 2013
Comerica Bank April 2009 - October 2011
Bank of America 2007 - 2009
Meadows Homes, Inc. December 2004 - November 2007
Bank of America September 1996 - December 2004
Skills
Commercial Lending, Commercial Banking
Education
Florida State University - College of Business 1994 — 1996
BS, Finance
JPMorgan Chase 2011 - 2013
Comerica Bank April 2009 - October 2011
Bank of America 2007 - 2009
Meadows Homes, Inc. December 2004 - November 2007
Bank of America September 1996 - December 2004
Skills
Commercial Lending, Commercial Banking
Education
Florida State University - College of Business 1994 — 1996
BS, Finance
Brian Reeves's Bank of America Experience September 2009 - April 2013
Job Market President/Commercial Banking Executive
Industry Financial Services
Experience
Capital Bank April 2013 - Present
Bank of America September 2009 - April 2013
BMO Harris Bank 2007 - 2009
Banc of America Leasing Healthcare Finance 2004 - 2006
Banc of America Leasing & Capital, LLC 2000 - 2004
Bank of America 1988 - 1999
Florida Army National Guard 1987 - 1995
Skills
Loans, Commercial Lending, Banking, Credit, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Finance, Credit Analysis, Commercial Banking, Investment Banking, Treasury Management, Financial Services, Series 7, Series 63, Financial Structuring, Consumer Lending, Acquisitions, Commercial Leasing, Structured Finance, Middle Market, Loan Origination, Capital Markets, Asset Based Lending, Mergers, Debt, Equipment Finance, Leasing
Education
Florida State University - College of Business 1983 — 1988
B.S., Finance
Capital Bank April 2013 - Present
Bank of America September 2009 - April 2013
BMO Harris Bank 2007 - 2009
Banc of America Leasing Healthcare Finance 2004 - 2006
Banc of America Leasing & Capital, LLC 2000 - 2004
Bank of America 1988 - 1999
Florida Army National Guard 1987 - 1995
Skills
Loans, Commercial Lending, Banking, Credit, Portfolio Management, Corporate Finance, Mergers & Acquisitions, Finance, Credit Analysis, Commercial Banking, Investment Banking, Treasury Management, Financial Services, Series 7, Series 63, Financial Structuring, Consumer Lending, Acquisitions, Commercial Leasing, Structured Finance, Middle Market, Loan Origination, Capital Markets, Asset Based Lending, Mergers, Debt, Equipment Finance, Leasing
Education
Florida State University - College of Business 1983 — 1988
B.S., Finance
Whitney Bruce, CPA's Bank of America Experience November 2013 - July 2015
Job Senior Finance Manager TIAACREF
Industry Banking
Experience
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
TIAA-CREF August 2015 - Present
Bank of America November 2013 - July 2015
Bank of America August 2010 - November 2013
Alliance Bank & Trust September 2009 - August 2010
Elliott Davis September 2008 - August 2009
Cherry Bekaert & Holland June 2007 - August 2008
Porter Keadle Moore, LLP August 2005 - May 2007
CFO Today / LedgerPlus, Inc. December 2003 - June 2005
Skills
GAAP, Auditing, Internal Controls, Financial Reporting, Financial Analysis, Accounting, Sarbanes-Oxley Act, SEC filings, External Audit, Financial Accounting, Financial Statements, Treasury Management, Risk Management, Finance, Internal Audit, SEC Filings
Education
Florida State University - College of Business 2001 — 2005
BS, Accounting
Florida State University - College of Business 2001 — 2005
BS, Finance
Richard B. Banks, CTFA's Bank of America Experience November 2010 - Present
Job Vice President & Regional Fiduciary Officer, Office of Chief Fiduciary, at Bank of America
Industry Banking
Experience
Bank of America November 2010 - Present
Bank of America July 2007 - November 2010
Bank of America May 1998 - June 2007
Barnett Bank, N.A. February 1993 - May 1998
First Florida Bank, N.A. January 1991 - February 1993
Skills
Six Sigma Green Belt..., Certified Trust and..., Relationship Management, Cross-functional Team..., Leadership, Mutual Funds, Risk Management, Six Sigma, Program Management, Wealth Management, Project Portfolio..., Investments, Management, Operational Excellence, Vendor Management, Project Planning, Business Analysis, Banking, Investment Advisory, Portfolio Management, Financial Advisory, Loans, Training, Integration, Process Improvement, Business Process..., Change Management, Fixed Income
Education
Florida State University - College of Business
Bachelor of Science, Finance
National Graduate Trust School
National Trust School
Florida Graduate Trust School
Florida Trust School
Bank of America November 2010 - Present
Bank of America July 2007 - November 2010
Bank of America May 1998 - June 2007
Barnett Bank, N.A. February 1993 - May 1998
First Florida Bank, N.A. January 1991 - February 1993
Skills
Six Sigma Green Belt..., Certified Trust and..., Relationship Management, Cross-functional Team..., Leadership, Mutual Funds, Risk Management, Six Sigma, Program Management, Wealth Management, Project Portfolio..., Investments, Management, Operational Excellence, Vendor Management, Project Planning, Business Analysis, Banking, Investment Advisory, Portfolio Management, Financial Advisory, Loans, Training, Integration, Process Improvement, Business Process..., Change Management, Fixed Income
Education
Florida State University - College of Business
Bachelor of Science, Finance
National Graduate Trust School
National Trust School
Florida Graduate Trust School
Florida Trust School
Sarah Muchovej Dorgan's Bank of America Experience September 2014 - Present
Job Vice President, Senior Client Manager
Industry Financial Services
Experience
Bank of America September 2014 - Present
Lynd Residential Properties 2011 - September 2014
Independent Contracting and Consulting 2010 - 2011
Texas Capital Bank 2008 - 2010
BBVA Compass 2005 - 2008
AmSouth Bank 1999 - 2005
Skills
Cash Management, Cash Flow Lending, Credit Risk, Commercial Mortgages, Lines Of Credit, Treasury Management, Real Estate, Credit Analysis, Construction Loans, Loans, Commercial Lending, Credit, Banking, Commercial Banking, Financial Analysis, Small Business Lending, Customer Service, New Business Development, Asset Managment, Asset Management, Loan Closings, Real Estate Transactions, Financial Statements, Portfolio Management, Real Estate Financing, Relationship Management, Cash Flow, Deposits, Treasury Services
Education
Florida State University - College of Business
Finance and Multinational Business Operations
Bank of America September 2014 - Present
Lynd Residential Properties 2011 - September 2014
Independent Contracting and Consulting 2010 - 2011
Texas Capital Bank 2008 - 2010
BBVA Compass 2005 - 2008
AmSouth Bank 1999 - 2005
Skills
Cash Management, Cash Flow Lending, Credit Risk, Commercial Mortgages, Lines Of Credit, Treasury Management, Real Estate, Credit Analysis, Construction Loans, Loans, Commercial Lending, Credit, Banking, Commercial Banking, Financial Analysis, Small Business Lending, Customer Service, New Business Development, Asset Managment, Asset Management, Loan Closings, Real Estate Transactions, Financial Statements, Portfolio Management, Real Estate Financing, Relationship Management, Cash Flow, Deposits, Treasury Services
Education
Florida State University - College of Business
Finance and Multinational Business Operations
Carolyn Simpson Harold's Bank of America Experience June 1997 - September 2002
Job Certified Public Accountant at Simpson Harold Financial, Inc.
Industry Financial Services
Experience
Simpson Harold Financial, Inc. June 2002 - Present
Bank of America June 1997 - September 2002
Deloitte & Touche January 1995 - May 1998
Education
Florida State University - College of Business 1993 — 1994
MACC, Taxation
Florida State University - College of Business 1989 — 1992
BS, Accounting
Simpson Harold Financial, Inc. June 2002 - Present
Bank of America June 1997 - September 2002
Deloitte & Touche January 1995 - May 1998
Education
Florida State University - College of Business 1993 — 1994
MACC, Taxation
Florida State University - College of Business 1989 — 1992
BS, Accounting
Lisa Stefans's Bank of America Experience June 1989 - May 2005
Job Independent Banking Professional
Industry Banking
Experience
Bank of America June 1989 - May 2005
Education
Florida State University - College of Business 1985 — 1989
Bachlor of Science, Finance
Bank of America June 1989 - May 2005
Education
Florida State University - College of Business 1985 — 1989
Bachlor of Science, Finance
Brent Sera's Bank of America Experience June 2014 - June 2015
Job Client Development Manager at Capital One
Industry Financial Services
Experience
Capital One June 2015 - Present
Bank of America June 2014 - June 2015
Bank of America September 2012 - June 2014
Bank of America June 2010 - September 2012
Bank of America September 2008 - June 2010
Skills
Retail Banking, Credit Analysis, Commercial Banking, Banking, Credit, Loans, Consumer Lending, Lines Of Credit, Small Business Lending, Mortgage Lending, Cross Selling, Loan Origination, Refinance, Residential Mortgages, Relationship Management, Home Equity Lines of..., Financial Services, Home Equity Loans, AML, Finance, Investments, KYC, Cash Management, Operational Risk, Management, Underwriting
Education
Florida State University - College of Business 2007 — 2009
B.S., Finance
Capital One June 2015 - Present
Bank of America June 2014 - June 2015
Bank of America September 2012 - June 2014
Bank of America June 2010 - September 2012
Bank of America September 2008 - June 2010
Skills
Retail Banking, Credit Analysis, Commercial Banking, Banking, Credit, Loans, Consumer Lending, Lines Of Credit, Small Business Lending, Mortgage Lending, Cross Selling, Loan Origination, Refinance, Residential Mortgages, Relationship Management, Home Equity Lines of..., Financial Services, Home Equity Loans, AML, Finance, Investments, KYC, Cash Management, Operational Risk, Management, Underwriting
Education
Florida State University - College of Business 2007 — 2009
B.S., Finance
Jason Barbone's Bank of America Experience May 2008 - August 2008
Job Sales Rep, Arthrex Inc.
Industry Hospital & Health Care
Experience
Arthrex February 2014 - Present
Albertelli Law March 2010 - January 2014
Bogey Grille May 2006 - July 2013
Bank of America May 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2009
BA, Finance & Real Estate
Arthrex February 2014 - Present
Albertelli Law March 2010 - January 2014
Bogey Grille May 2006 - July 2013
Bank of America May 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2009
BA, Finance & Real Estate
Chelsea Rist's Bank of America Experience August 2007 - December 2009
Job Mortgage Loan Officer @ KeyBank
Industry Banking
Experience
KeyBank May 2013 - Present
KeyBank August 2011 - May 2013
Sunset Mortgage Company December 2009 - July 2011
Bank of America August 2007 - December 2009
Education
Florida State University - College of Business 2004 — 2007
Bachelor of Science in Business, Marketing
KeyBank May 2013 - Present
KeyBank August 2011 - May 2013
Sunset Mortgage Company December 2009 - July 2011
Bank of America August 2007 - December 2009
Education
Florida State University - College of Business 2004 — 2007
Bachelor of Science in Business, Marketing
Vaughn McAshan's Bank of America Experience November 1973 - Present
Job Retired Market President at Bank of America
Industry Banking
Experience
Bank of America November 1973 - Present
Education
University of Virginia 1980 — 1982
Grad School of Retail Banking, Banking and Financial Support Services
Florida State University 1969 — 1973
BS, Finance, General
Bank of America November 1973 - Present
Education
University of Virginia 1980 — 1982
Grad School of Retail Banking, Banking and Financial Support Services
Florida State University 1969 — 1973
BS, Finance, General
Mark Irby's Bank of America Experience November 2007 - February 2009
Job Sr. Relationship Manager at Chase Bank
Industry Banking
Experience
Chase Bank November 2011 - Present
Comerica Bank April 2009 - October 2011
Bank of America November 2007 - February 2009
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Small Business Lending, Cross Selling, Credit Risk, Portfolio Management, Lines Of Credit, Loan Origination, Agriculture, Agribusiness, SBA 504, Credit Derivatives
Education
Florida State University - College of Business 1994 — 1996
Bachelor of Science (B.S.), Finance, General
Chase Bank November 2011 - Present
Comerica Bank April 2009 - October 2011
Bank of America November 2007 - February 2009
Skills
Commercial Lending, Commercial Banking, Banking, Credit, Loans, Credit Analysis, Small Business Lending, Cross Selling, Credit Risk, Portfolio Management, Lines Of Credit, Loan Origination, Agriculture, Agribusiness, SBA 504, Credit Derivatives
Education
Florida State University - College of Business 1994 — 1996
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS