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
Vitaliy Mantel Vitaliy Mantel's Bank of America Experience April 2007 - May 2011
Job Information Technician
Industry Computer Software
Experience
Technology Credit Union December 2013 - September 2014
Wells Fargo Retail Finance May 2011 - January 2014
Bank of America April 2007 - May 2011
Valtex January 2005 - January 2006
Sears, Roebuck and Co. October 2002 - February 2004
Skills
Cross Selling, Banking, Customer Service, Sales, PowerPoint, Microsoft Office, Leadership, Management, Credit, Business Development, Social Networking, Marketing, Microsoft Excel, Loans, Commercial Banking, Retail Banking
Education
Foothill College
Technology Credit Union December 2013 - September 2014
Wells Fargo Retail Finance May 2011 - January 2014
Bank of America April 2007 - May 2011
Valtex January 2005 - January 2006
Sears, Roebuck and Co. October 2002 - February 2004
Skills
Cross Selling, Banking, Customer Service, Sales, PowerPoint, Microsoft Office, Leadership, Management, Credit, Business Development, Social Networking, Marketing, Microsoft Excel, Loans, Commercial Banking, Retail Banking
Education
Foothill College
Bin Jin Bin Jin's Bank of America Experience September 2012 - November 2012
Job Junior Analyst
Industry Information Technology and Services
Experience
CITIC Securities Company Limited June 2013 - August 2013
Bank of America September 2012 - November 2012
SVC Media September 2010 - May 2012
Skills
Financial Analysis, MS Excel Pivot Tables, Investments, Retirement Planning, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access
Education
Santa Clara University 2011 — 2013
Bachelor of Science (BS), Finance, General
Foothill College 2008 — 2010
Business/Commerce, General
CITIC Securities Company Limited June 2013 - August 2013
Bank of America September 2012 - November 2012
SVC Media September 2010 - May 2012
Skills
Financial Analysis, MS Excel Pivot Tables, Investments, Retirement Planning, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Access
Education
Santa Clara University 2011 — 2013
Bachelor of Science (BS), Finance, General
Foothill College 2008 — 2010
Business/Commerce, General
Christina Beaty's Bank of America Experience September 2008 - May 2014
Job A/R Billing Representative I at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health May 2014 - Present
Bank of America September 2008 - May 2014
Skills
Healthcare, Sales, Leadership, Process Improvement, Team Building, Access, Training, Outlook, Business Analysis, Customer Satisfaction, Vendor Management, Project Management, Change Management, Cross-functional Team..., Policy, Program Management, Troubleshooting
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Health/Health Care Administration/Management, Program GPA: 3.87
Folsom Lake College 2008 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Dignity Health May 2014 - Present
Bank of America September 2008 - May 2014
Skills
Healthcare, Sales, Leadership, Process Improvement, Team Building, Access, Training, Outlook, Business Analysis, Customer Satisfaction, Vendor Management, Project Management, Change Management, Cross-functional Team..., Policy, Program Management, Troubleshooting
Education
University of Phoenix 2012 — 2015
Bachelor's degree, Health/Health Care Administration/Management, Program GPA: 3.87
Folsom Lake College 2008 — 2012
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Brian Weyand Brian Weyand's Bank of America Experience June 2011 - October 2012
Job Asset Manager I USBancorp Community Development Corporation
Industry Real Estate
Experience
U.S. Bank August 2015 - Present
U.S. Bank November 2012 - Present
Bank of America June 2011 - October 2012
Bank of America June 2010 - June 2011
Bank of America February 2009 - June 2010
Federal Reserve Bank of St. Louis June 2005 - February 2009
Skills
Analysis, Finance, Banking, Process Improvement, Credit, Financial Risk, Relationship Building, Credit Analysis, Loans, Portfolio Management, Customer Service
Education
Fontbonne University
Master of Business Administration (MBA)
Fontbonne University
Bachelor of Business Administration (BBA)
Christian Brothers College High School 1999 — 2002
U.S. Bank August 2015 - Present
U.S. Bank November 2012 - Present
Bank of America June 2011 - October 2012
Bank of America June 2010 - June 2011
Bank of America February 2009 - June 2010
Federal Reserve Bank of St. Louis June 2005 - February 2009
Skills
Analysis, Finance, Banking, Process Improvement, Credit, Financial Risk, Relationship Building, Credit Analysis, Loans, Portfolio Management, Customer Service
Education
Fontbonne University
Master of Business Administration (MBA)
Fontbonne University
Bachelor of Business Administration (BBA)
Christian Brothers College High School 1999 — 2002
Traci Woods's Bank of America Experience May 2009 - August 2009
Job DE Mortgage Underwriter
Industry Financial Services
Experience
GSF Mortgage Corporation June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) April 2015 - June 2015
American Equity Mortgage April 2014 - April 2015
Nationstar Mortgage September 2013 - April 2014
Heartland Bank April 2013 - September 2013
Wells Fargo Home Mortgage September 2010 - April 2013
CVS Caremark Corporation September 2008 - September 2010
Bank of America May 2009 - August 2009
First Horizon Home Loans January 2006 - September 2008
Chase November 2003 - January 2006
Skills
Mortgage Lending, Residential Mortgages, USDA, FHA financing, Loans, FHA, Loan Origination, Mortgage Underwriting, Credit, Refinance, Mortgage Banking, Underwriting, Real Estate, Credit Analysis, Loss Mitigation, Due Diligence, Funding, VA loans, Consumer Lending, Loan Servicing, Mortgage Servicing, Banking, Finance, VA Loans, FHA Financing, Credit Risk
Education
Fontbonne University
Financial management certification, Business Managment
John A Logan College
EMT Certification, Business Managment, Business Administration and Management, General
GSF Mortgage Corporation June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) April 2015 - June 2015
American Equity Mortgage April 2014 - April 2015
Nationstar Mortgage September 2013 - April 2014
Heartland Bank April 2013 - September 2013
Wells Fargo Home Mortgage September 2010 - April 2013
CVS Caremark Corporation September 2008 - September 2010
Bank of America May 2009 - August 2009
First Horizon Home Loans January 2006 - September 2008
Chase November 2003 - January 2006
Skills
Mortgage Lending, Residential Mortgages, USDA, FHA financing, Loans, FHA, Loan Origination, Mortgage Underwriting, Credit, Refinance, Mortgage Banking, Underwriting, Real Estate, Credit Analysis, Loss Mitigation, Due Diligence, Funding, VA loans, Consumer Lending, Loan Servicing, Mortgage Servicing, Banking, Finance, VA Loans, FHA Financing, Credit Risk
Education
Fontbonne University
Financial management certification, Business Managment
John A Logan College
EMT Certification, Business Managment, Business Administration and Management, General
Birgit Odgaard/Bruton/Okamoto Birgit Odgaard/Bruton/Okamoto's Bank of America Experience SVPBank of America1972 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America SVPBank of America1972 - Present
Skills
Banking, Mortgage Lending, Retail Banking, Commercial Lending, Loans, Marketing, Project Management, Technical Support, Information Technology
Education
Foothill College 1976 — 1978
AS, Radiology
San Jose State University 1972 — 1976
West Valley College 1972 — 1976
Bank of America SVPBank of America1972 - Present
Skills
Banking, Mortgage Lending, Retail Banking, Commercial Lending, Loans, Marketing, Project Management, Technical Support, Information Technology
Education
Foothill College 1976 — 1978
AS, Radiology
San Jose State University 1972 — 1976
West Valley College 1972 — 1976
Nyckita Wandix Nyckita Wandix's Bank of America Experience March 1997 - May 2005
Job MultiFamily Housing Processor at USDARural Development
Industry Government Relations
Experience
USDA-Rural Development November 2006 - Present
CreveCor Mortgage January 2006 - July 2006
CitiMortgage August 2005 - November 2005
Bank of America March 1997 - May 2005
Bank of America March 1997 - May 2005
Bank of America March 1997 - May 2005
Bank of America March 1997 - May 2005
Skills
Microsoft Office, Research, Government, Microsoft Excel, Leadership, Customer Service, Problem Analysis, Research and..., Oral and Written...
Education
Webster University 2011 — 2014
Master of Arts (M.A.), Human Resources Development
Fontbonne University 2007 — 2011
Bachelor of Business Administration (BBA)
USDA-Rural Development November 2006 - Present
CreveCor Mortgage January 2006 - July 2006
CitiMortgage August 2005 - November 2005
Bank of America March 1997 - May 2005
Bank of America March 1997 - May 2005
Bank of America March 1997 - May 2005
Bank of America March 1997 - May 2005
Skills
Microsoft Office, Research, Government, Microsoft Excel, Leadership, Customer Service, Problem Analysis, Research and..., Oral and Written...
Education
Webster University 2011 — 2014
Master of Arts (M.A.), Human Resources Development
Fontbonne University 2007 — 2011
Bachelor of Business Administration (BBA)
Angela Willhite Angela Willhite's Bank of America Experience August 2012 - March 2013
Job Card Operations Technician at Golden 1 Credit Union
Industry Banking
Experience
Golden 1 Credit Union March 2013 - July 2014
Bank of America August 2012 - March 2013
Kern Schools Federal Credit Union January 2011 - June 2012
Skills
Banking, Research, Problem Solving, Multi-task & Handle...
Education
Folsom Lake College 2011 — 2012
Ocean View High School 2006 — 2008
Golden 1 Credit Union March 2013 - July 2014
Bank of America August 2012 - March 2013
Kern Schools Federal Credit Union January 2011 - June 2012
Skills
Banking, Research, Problem Solving, Multi-task & Handle...
Education
Folsom Lake College 2011 — 2012
Ocean View High School 2006 — 2008
Maggie Menasce Maggie Menasce's Bank of America Experience April 2007 - February 2009
Job Operations Manager at HewlettPackard
Industry Human Resources
Experience
Hewlett-Packard March 2012 - Present
Hewlett-Packard March 2011 - March 2012
Bank of America April 2007 - February 2009
Skills
Leadership, Employee Relations, Process Improvement, Analysis, Training, Forecasting, Finance, Budgets, Vendor Management, Cross-functional Team..., Management, Project Management, Microsoft Excel, Team Leadership, Change Management, Program Management
Education
San Jose State University 2009 — 2010
BS, Finance
Foothill College 2006 — 2009
General Education
Saint Francis High School
Hewlett-Packard March 2012 - Present
Hewlett-Packard March 2011 - March 2012
Bank of America April 2007 - February 2009
Skills
Leadership, Employee Relations, Process Improvement, Analysis, Training, Forecasting, Finance, Budgets, Vendor Management, Cross-functional Team..., Management, Project Management, Microsoft Excel, Team Leadership, Change Management, Program Management
Education
San Jose State University 2009 — 2010
BS, Finance
Foothill College 2006 — 2009
General Education
Saint Francis High School
Leonard Lawson Leonard Lawson's Bank of America Experience 1999 - 2003
Job IT Project Manager at Genesis10
Industry Information Technology and Services
Experience
Genesis10 September 2014 - Present
Medical Transportation Management April 2013 - July 2014
Black Box, Inc November 2009 - January 2013
Red River Technology Group / The Boeing Co 2007 - 2009
Hewlett-Packard / Electronic Data Systems / Bank Of America 2003 - 2007
Bank of America 1999 - 2003
Skills
Leadership, VoIP, Unified Communications, Telephony, SIP, Cisco Technologies, IP, Switches, Cisco Call Manager, Data Center, Network Design, WAN, Wireless, Network Architecture, Telecommunications, IT Service Management, Professional Services, Project Management, IT Operations, Resource Management, PMO, Disaster Recovery, Service Management, IT Management, Requirements Analysis, Integration, Active Directory, VPN, Networking, System Deployment, ITIL, System Administration, Management, Vendor Management, Managed Services, Service Delivery, Troubleshooting, Network Engineering, Routers, Call Centers, Infrastructure, LAN-WAN, Visio, Avaya, Software Documentation, Cabling, PMP, Security, Voice Mail, Program Management
Education
Fontbonne University 2012 — 2014
Master’s Degree, Supply Chain Management Global Business and Proffessional Studies, Compliance & Risks Mgmt
Fontbonne University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Emphasis in Financial and Managerial Accounting
Genesis10 September 2014 - Present
Medical Transportation Management April 2013 - July 2014
Black Box, Inc November 2009 - January 2013
Red River Technology Group / The Boeing Co 2007 - 2009
Hewlett-Packard / Electronic Data Systems / Bank Of America 2003 - 2007
Bank of America 1999 - 2003
Skills
Leadership, VoIP, Unified Communications, Telephony, SIP, Cisco Technologies, IP, Switches, Cisco Call Manager, Data Center, Network Design, WAN, Wireless, Network Architecture, Telecommunications, IT Service Management, Professional Services, Project Management, IT Operations, Resource Management, PMO, Disaster Recovery, Service Management, IT Management, Requirements Analysis, Integration, Active Directory, VPN, Networking, System Deployment, ITIL, System Administration, Management, Vendor Management, Managed Services, Service Delivery, Troubleshooting, Network Engineering, Routers, Call Centers, Infrastructure, LAN-WAN, Visio, Avaya, Software Documentation, Cabling, PMP, Security, Voice Mail, Program Management
Education
Fontbonne University 2012 — 2014
Master’s Degree, Supply Chain Management Global Business and Proffessional Studies, Compliance & Risks Mgmt
Fontbonne University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, Emphasis in Financial and Managerial Accounting
Paul Ciana's Bank of America Experience September 2015 - Present
Job Global Chief FICC Technical Strategist at Bank of America
Industry Financial Services
Experience
Bank of America September 2015 - Present
Bloomberg June 2008 - August 2015
Market Technicians Association August 2009 - September 2012
Market Technicians Association February 2008 - May 2010
Bloomberg LP August 2007 - July 2008
Bloomberg LP April 2006 - September 2007
Bloomberg LP October 2005 - April 2006
Bloomberg LP June 2005 - October 2005
American Marketing Association September 2004 - May 2005
Best Buy 1998 - 2005
Skills
Technical Analysis, Speaking Engagements, Equities, Bloomberg Terminal, Charts, PowerPoint, Excel, Statistics, Time Management, Planning, Product Development, Commodities, FX, Options, Fitness Training, SWOT analysis, Business Travel, Customer Presentations, Writing, Prioritization, Building Relationships, Organization &..., Public Speaking, Project Planning, Bloomberg, Equity Trading, Trading, Financial Markets, Commodity, Hedge Funds, Electronic Trading, Microsoft Excel, Derivatives, Currency, Securities, Capital Markets, Investments, Fixed Income, Risk Management, Trading Strategies, Market Breadth, Backtesting, Statistical Analysis..., FX Options, ETFs, Stock Market, Trading Systems, Fundamental Analysis, Equity Research, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Marketing and Finance
State University of New York at Albany 2001 — 2005
BS, Finance & Management, Magna Cum Laude
Bank of America September 2015 - Present
Bloomberg June 2008 - August 2015
Market Technicians Association August 2009 - September 2012
Market Technicians Association February 2008 - May 2010
Bloomberg LP August 2007 - July 2008
Bloomberg LP April 2006 - September 2007
Bloomberg LP October 2005 - April 2006
Bloomberg LP June 2005 - October 2005
American Marketing Association September 2004 - May 2005
Best Buy 1998 - 2005
Skills
Technical Analysis, Speaking Engagements, Equities, Bloomberg Terminal, Charts, PowerPoint, Excel, Statistics, Time Management, Planning, Product Development, Commodities, FX, Options, Fitness Training, SWOT analysis, Business Travel, Customer Presentations, Writing, Prioritization, Building Relationships, Organization &..., Public Speaking, Project Planning, Bloomberg, Equity Trading, Trading, Financial Markets, Commodity, Hedge Funds, Electronic Trading, Microsoft Excel, Derivatives, Currency, Securities, Capital Markets, Investments, Fixed Income, Risk Management, Trading Strategies, Market Breadth, Backtesting, Statistical Analysis..., FX Options, ETFs, Stock Market, Trading Systems, Fundamental Analysis, Equity Research, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
Master of Business Administration (M.B.A.), Marketing and Finance
State University of New York at Albany 2001 — 2005
BS, Finance & Management, Magna Cum Laude
Anne Saunders's Bank of America Experience May 2007 - February 2009
Job President, Consumer Division at FTD
Industry Executive Office
Experience
FTD November 2014 - Present
Nautilus (NYSE) April 2012 - Present
Redbox August 2012 - December 2013
Knowledge Universe 2009 - 2012
Bank of America May 2007 - February 2009
Blue Nile (NASDAQ) March 2006 - June 2007
Starbucks Coffee Company September 2001 - May 2007
eSociety September 1999 - September 2001
AT&T March 1990 - September 1999
Young & Rubicam 1983 - 1988
Skills
E-commerce, Telecommunications, Start-ups, Food & Beverage, Retail, B2B, Brand Development, P&L Management, Product Strategy, Product Marketing, Cross-functional Team..., Analytics, Budget Management, P&L, Product Management, Marketing Research, Strategic Planning, Direct Marketing, Product Development, Product Innovation, Market Analysis, Team Building, Business Strategy, Integrated Marketing, Email Marketing, Promotions, Marketing Strategy, Change Leadership, Merchandising, Vendor Relations, Public Relations, Global Marketing, Online Marketing, Social Media, SEM, Strategy Development, Advertising, Marketing Management, Media Relations, Segmentation, Marketing Communications, Market Research, Strategic Partnerships, Public Speaking, Consumer Products, Sponsorship, Channel, Digital Marketing, Field Marketing, Board Level
Education
Northwestern University 1979 — 1983
BA, Economics
Fordham Gabelli School of Business 1983 — 1987
MBA, Management, Marketing
Wharton Business School 1991 — 1991
Advanced Management Program, Advanced Management Program
FTD November 2014 - Present
Nautilus (NYSE) April 2012 - Present
Redbox August 2012 - December 2013
Knowledge Universe 2009 - 2012
Bank of America May 2007 - February 2009
Blue Nile (NASDAQ) March 2006 - June 2007
Starbucks Coffee Company September 2001 - May 2007
eSociety September 1999 - September 2001
AT&T March 1990 - September 1999
Young & Rubicam 1983 - 1988
Skills
E-commerce, Telecommunications, Start-ups, Food & Beverage, Retail, B2B, Brand Development, P&L Management, Product Strategy, Product Marketing, Cross-functional Team..., Analytics, Budget Management, P&L, Product Management, Marketing Research, Strategic Planning, Direct Marketing, Product Development, Product Innovation, Market Analysis, Team Building, Business Strategy, Integrated Marketing, Email Marketing, Promotions, Marketing Strategy, Change Leadership, Merchandising, Vendor Relations, Public Relations, Global Marketing, Online Marketing, Social Media, SEM, Strategy Development, Advertising, Marketing Management, Media Relations, Segmentation, Marketing Communications, Market Research, Strategic Partnerships, Public Speaking, Consumer Products, Sponsorship, Channel, Digital Marketing, Field Marketing, Board Level
Education
Northwestern University 1979 — 1983
BA, Economics
Fordham Gabelli School of Business 1983 — 1987
MBA, Management, Marketing
Wharton Business School 1991 — 1991
Advanced Management Program, Advanced Management Program
Chanita (Holman) Hamilton's Bank of America Experience February 2005 - February 2008
Job Accountant II at St Louis Office for Developmental Disability Resources
Industry Nonprofit Organization Management
Experience
St Louis Office for Developmental Disability Resources February 2008 - Present
Bank of America February 2005 - February 2008
Skills
General Ledger, Accounts Payable, Accounting, Journal Entries, Financial Statements, Microsoft Excel, Microsoft Office, Financial Accounting, Microsoft Word, PowerPoint, Outlook, Customer Service, Nonprofits, Bank Reconciliation, Invoicing, Sarbanes-Oxley Act, Financial Analysis, GAAP, Account Reconciliation, Accounts Receivable, Financial Reporting, Payroll, Bookkeeping, Balance, Accruals, Data Entry, Access, Analysis, QuickBooks, Government
Education
Fontbonne University 2008 — 2010
MBA, Business Administration
Harris-Stowe State University 2004 — 2006
BS, Accounting
St Louis Office for Developmental Disability Resources February 2008 - Present
Bank of America February 2005 - February 2008
Skills
General Ledger, Accounts Payable, Accounting, Journal Entries, Financial Statements, Microsoft Excel, Microsoft Office, Financial Accounting, Microsoft Word, PowerPoint, Outlook, Customer Service, Nonprofits, Bank Reconciliation, Invoicing, Sarbanes-Oxley Act, Financial Analysis, GAAP, Account Reconciliation, Accounts Receivable, Financial Reporting, Payroll, Bookkeeping, Balance, Accruals, Data Entry, Access, Analysis, QuickBooks, Government
Education
Fontbonne University 2008 — 2010
MBA, Business Administration
Harris-Stowe State University 2004 — 2006
BS, Accounting
Tony Soltero's Bank of America Experience 2003 - 2005
Job Property Assistant/Lease Administrator at Digital Realty
Industry Information Technology and Services
Experience
Digital Realty Trust, Inc. May 2013 - Present
LegalMatch November 2011 - May 2013
Provident Credit Union 2005 - 2011
Bank of America 2003 - 2005
Skills
Direct Sales, Customer Satisfaction, Marketing Management, Managing Accounts, Retail Banking, Consumer Lending, Personal Finance, Determined to Succeed, Bilingual, Computer Proficiency, Telephone Skills, Property Management, Motivated self-starter, Leadership, Data Center, Leases, Lease Administration
Education
Foothill College
Digital Realty Trust, Inc. May 2013 - Present
LegalMatch November 2011 - May 2013
Provident Credit Union 2005 - 2011
Bank of America 2003 - 2005
Skills
Direct Sales, Customer Satisfaction, Marketing Management, Managing Accounts, Retail Banking, Consumer Lending, Personal Finance, Determined to Succeed, Bilingual, Computer Proficiency, Telephone Skills, Property Management, Motivated self-starter, Leadership, Data Center, Leases, Lease Administration
Education
Foothill College
Karen Brunette Karen Brunette's Bank of America Experience March 2004 - July 2013
Job Banking Center Manager at US Bank
Industry Financial Services
Experience
US Bank November 2014 - Present
Rogers & Company Wealth Management Firm March 2014 - November 2014
Bank of America March 2004 - July 2013
Skills
401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Roth IRA, Traditional IRA, Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Employee Wellness..., Wealth Accumulation, Whole Life Insurance
Education
Fontbonne University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
US Bank November 2014 - Present
Rogers & Company Wealth Management Firm March 2014 - November 2014
Bank of America March 2004 - July 2013
Skills
401k, 403 b, SEP IRA, Simple IRA, Variable Annuities, Fixed Annuities, Asset Allocation, Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation, Dental Insurance, Disability Insurance, Estate Planning, Executive Benefit..., Financial Needs Analysis, Income Protection, Roth IRA, Traditional IRA, Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Employee Wellness..., Wealth Accumulation, Whole Life Insurance
Education
Fontbonne University 1993 — 1998
Bachelor of Business Administration (B.B.A.), Marketing
Dustin Carter Dustin Carter's Bank of America Experience June 2009 - December 2012
Job Energy Consultant at SolarCity
Industry Banking
Experience
SolarCity April 2014 - Present
Wells Fargo Home Mortgage January 2013 - April 2014
Bank of America June 2009 - December 2012
Ameriquest Capital Group December 2003 - May 2007
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, FHA, Loan Origination, VA loans, Refinance, Investment Properties, First Time Home Buyers, Residential Homes, Jumbo Mortgage, Real Estate, USDA, Loans, Commercial Lending, Investments, Underwriting, Portfolio Management, Credit, Finance, VA Loans
Education
Folsom Lake College 2002 — 2004
SolarCity April 2014 - Present
Wells Fargo Home Mortgage January 2013 - April 2014
Bank of America June 2009 - December 2012
Ameriquest Capital Group December 2003 - May 2007
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Commercial Mortgages, FHA, Loan Origination, VA loans, Refinance, Investment Properties, First Time Home Buyers, Residential Homes, Jumbo Mortgage, Real Estate, USDA, Loans, Commercial Lending, Investments, Underwriting, Portfolio Management, Credit, Finance, VA Loans
Education
Folsom Lake College 2002 — 2004
Elgan Wade Lance Elgan Wade Lance's Bank of America Experience 2006 - 2006
Job Available Freelance Senior Art Director at www.elganwadelance.com
Industry Design
Experience
www.wadelance.com March 2014 - Present
Say Media March 2012 - March 2014
SAY Media March 2010 - March 2012
VideoEgg September 2009 - December 2009
Clear Ink February 2008 - December 2009
Eleven Inc. August 2007 - August 2008
MRM Worldwide August 2006 - December 2006
Bank of America 2006 - 2006
MVNP 2002 - 2005
McCann Erickson 1999 - 2003
Skills
Flash, Experience Design, Art Direction, User Interface Design, User Experience, Web Design, Illustration, Graphic Design, Logo Design, Interaction Design, Adobe Creative Suite, Advertising, Photoshop, Photography, Corporate Identity, InDesign, Typography, Online Advertising, Digital Marketing, After Effects, ActionScript, Animation, Graphics, Posters, Rich Media, Digital Strategy, Integrated Marketing, Online Marketing, User Interface, Mobile, Brand Development, Creative Strategy, Concept Development, Information Architecture, Creative Direction, Visual Communication, Branding & Identity, Art, Interactive Advertising, Layout, Flash Animation, Video, Motion Graphics, Mobile Design, User Experience Design, Mobile Devices
Education
Humboldt State University 1995 — 1999
Bachelor of Arts (BA), Design & photography
Foothill College 1994 — 1995
Associate of Arts (AA), Graphic Design
www.wadelance.com March 2014 - Present
Say Media March 2012 - March 2014
SAY Media March 2010 - March 2012
VideoEgg September 2009 - December 2009
Clear Ink February 2008 - December 2009
Eleven Inc. August 2007 - August 2008
MRM Worldwide August 2006 - December 2006
Bank of America 2006 - 2006
MVNP 2002 - 2005
McCann Erickson 1999 - 2003
Skills
Flash, Experience Design, Art Direction, User Interface Design, User Experience, Web Design, Illustration, Graphic Design, Logo Design, Interaction Design, Adobe Creative Suite, Advertising, Photoshop, Photography, Corporate Identity, InDesign, Typography, Online Advertising, Digital Marketing, After Effects, ActionScript, Animation, Graphics, Posters, Rich Media, Digital Strategy, Integrated Marketing, Online Marketing, User Interface, Mobile, Brand Development, Creative Strategy, Concept Development, Information Architecture, Creative Direction, Visual Communication, Branding & Identity, Art, Interactive Advertising, Layout, Flash Animation, Video, Motion Graphics, Mobile Design, User Experience Design, Mobile Devices
Education
Humboldt State University 1995 — 1999
Bachelor of Arts (BA), Design & photography
Foothill College 1994 — 1995
Associate of Arts (AA), Graphic Design
Kamèl Sarkissyian Kamèl Sarkissyian's Bank of America Experience August 2004 - August 2006
Job Founder & CEO at Darna Inc.
Industry Government Relations
Experience
Darna Inc. January 2012 - Present
CDRQ Investements July 2011 - August 2013
Enterprise Rent-A-Car October 2008 - May 2011
Lending & Reality Professionals Capital August 2006 - October 2008
Bank of America August 2004 - August 2006
KAR Care Detailing July 2002 - August 2005
Skills
Customer Relations, Strategic Planning, Customer Service, Negotiation, Contract Management, Account Management, Sales Operations, Wholesale Sales, Sales Management, Team Building, Sales, Marketing, Entrepreneurship, Leadership, Business Planning, Strategy
Education
Fontbonne University 2004 — 2006
Bachelor's Degree, Management
Darna Inc. January 2012 - Present
CDRQ Investements July 2011 - August 2013
Enterprise Rent-A-Car October 2008 - May 2011
Lending & Reality Professionals Capital August 2006 - October 2008
Bank of America August 2004 - August 2006
KAR Care Detailing July 2002 - August 2005
Skills
Customer Relations, Strategic Planning, Customer Service, Negotiation, Contract Management, Account Management, Sales Operations, Wholesale Sales, Sales Management, Team Building, Sales, Marketing, Entrepreneurship, Leadership, Business Planning, Strategy
Education
Fontbonne University 2004 — 2006
Bachelor's Degree, Management
Russell Lazarus Russell Lazarus's Bank of America Experience August 2002 - November 2003
Job Director of Information Technology at First Data Corporation
Industry Information Technology and Services
Experience
First Data Corporation April 2015 - Present
Credit Suisse June 2014 - Present
Societe Generale January 2010 - March 2014
Barclays Capital January 2008 - December 2009
Barclays Capital November 2003 - December 2007
Bank of America August 2002 - November 2003
JP Morgan September 2000 - August 2002
Skills
Fixed Income, Equity Derivatives, Derivatives, Credit Derivatives, Risk Management, Equities, Trading, Market Risk, Management, Portfolio Management, Electronic Trading, Credit Risk, Credit, Structured Products, Trading Systems, Program Management
Education
Georgetown University 2015 — 2016
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
New York University School of Continuing and Professional Studies
First Data Corporation April 2015 - Present
Credit Suisse June 2014 - Present
Societe Generale January 2010 - March 2014
Barclays Capital January 2008 - December 2009
Barclays Capital November 2003 - December 2007
Bank of America August 2002 - November 2003
JP Morgan September 2000 - August 2002
Skills
Fixed Income, Equity Derivatives, Derivatives, Credit Derivatives, Risk Management, Equities, Trading, Market Risk, Management, Portfolio Management, Electronic Trading, Credit Risk, Credit, Structured Products, Trading Systems, Program Management
Education
Georgetown University 2015 — 2016
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.)
New York University School of Continuing and Professional Studies
Beverly S. Mack Beverly S. Mack's Bank of America Experience February 1997 - August 1999
Job Investment Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2005 - Present
Janney Montgomery Scott August 1999 - June 2005
Bank of America February 1997 - August 1999
Skills
Securities, Alternative Investments, FINRA, Series 7, Financial Services, Asset Allocation, Investments, Finance, Equities, Investment Strategies, Hedge Funds, Wealth Management, Series 63, Fixed Income, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Capital Markets, Bloomberg, ETFs, Bonds, Retirement Planning, Equity Research, Mutual Funds, Investment Banking, Uniform Combined State..., Trading, Private Equity, Equity Trading, Financial Advisory, Options, Financial Markets
Education
Fordham Gabelli School of Business 1988 — 1992
Master's Business Administration, Finance
Ohio Northern University 1977 — 1980
BA, Psychology/Business
Fenwick High School 1973 — 1977
Diploma, College Prep
Cetera Advisor Networks LLC January 2005 - Present
Janney Montgomery Scott August 1999 - June 2005
Bank of America February 1997 - August 1999
Skills
Securities, Alternative Investments, FINRA, Series 7, Financial Services, Asset Allocation, Investments, Finance, Equities, Investment Strategies, Hedge Funds, Wealth Management, Series 63, Fixed Income, Asset Management, Investment Advisory, Investment Management, Portfolio Management, Capital Markets, Bloomberg, ETFs, Bonds, Retirement Planning, Equity Research, Mutual Funds, Investment Banking, Uniform Combined State..., Trading, Private Equity, Equity Trading, Financial Advisory, Options, Financial Markets
Education
Fordham Gabelli School of Business 1988 — 1992
Master's Business Administration, Finance
Ohio Northern University 1977 — 1980
BA, Psychology/Business
Fenwick High School 1973 — 1977
Diploma, College Prep
Millicent Victorian's Bank of America Experience February 1987 - June 2001
Job Manager, Corporate Events at Stereotaxis
Industry Medical Devices
Experience
Stereotaxis July 2006 - Present
UAW Ford Family Service and Learning Center January 2002 - March 2006
Bank of America February 1987 - June 2001
Skills
Tradeshow Operations, Strategic Planning, Staff Management, Budget and Cost Analysis, Facility Management, Marketing Event Planning, Menu Development, Team Building, Trade Shows, Facilities Management, Budgets, Strategy, Event Management, Marketing, Project Planning, Sales, Human Resources, Medical Devices, Interventional..., Cross-functional Team..., Public Speaking, Training, Program Management, Event Planning, Time Management, Management, Competitive Analysis, Sales Operations, Capital Equipment, Product Launch
Education
Fontbonne University 2012 — 2014
Master's Degree, Master of Science - Supply Chain Management
Fontbonne University 2010 — 2012
Master of Business Admininstration
Fontbonne University 2006 — 2007
Master of Management
Fontbonne University 2002 — 2006
Bachelor of Arts, Human Resource
Stereotaxis July 2006 - Present
UAW Ford Family Service and Learning Center January 2002 - March 2006
Bank of America February 1987 - June 2001
Skills
Tradeshow Operations, Strategic Planning, Staff Management, Budget and Cost Analysis, Facility Management, Marketing Event Planning, Menu Development, Team Building, Trade Shows, Facilities Management, Budgets, Strategy, Event Management, Marketing, Project Planning, Sales, Human Resources, Medical Devices, Interventional..., Cross-functional Team..., Public Speaking, Training, Program Management, Event Planning, Time Management, Management, Competitive Analysis, Sales Operations, Capital Equipment, Product Launch
Education
Fontbonne University 2012 — 2014
Master's Degree, Master of Science - Supply Chain Management
Fontbonne University 2010 — 2012
Master of Business Admininstration
Fontbonne University 2006 — 2007
Master of Management
Fontbonne University 2002 — 2006
Bachelor of Arts, Human Resource
Steven Sacks Steven Sacks's Bank of America Experience July 2009 - December 2012
Job CoFounder at PodKeeper
Industry Internet
Experience
Bank of America July 2009 - December 2012
LendingTree April 2008 - March 2009
NBC Universal November 2006 - April 2008
Juice Wireless / JuiceCaster April 2005 - May 2006
Mate Map Enterprises January 2001 - April 2005
Promotions.com / Webstakes.com July 1999 - December 2000
American Express April 1998 - July 1999
American Express April 1996 - April 1998
Thomson Financial July 1992 - September 1994
MetLife July 1990 - July 1992
Skills
Internet Entrepreneur, Online Product..., Consumer Products, Website Development, Mobile Applications, Online Marketing, Visionary Thinking, User Generated Content, Product Management, Lean Startup, Customer Acquisition, Customer Retention, Generating Revenue, Product Life Cycle..., Product Strategy, Product Design, Product Development, Product Launch, Product Marketing, Online User Experience, Ideation & Strategy..., Business Requirements, Wire Framing, Social Networking, Team Leadership, Social Media Marketing, Facebook, Twitter, LinkedIn, Organic Search, SEO, Mobile Internet, Digital Marketing, Thought Leadership, Cross-functional Team..., Entrepreneurial..., Fortune 500, Matrix Management, Internet, Internet Strategy, Innovative Thinking, Customer Experience, Customer Satisfaction, Use Case Analysis, Privacy Policies, Agile, DMAIC, Early-stage Startups, Research Design, Innovation Development
Education
Fordham University - Graduate School of Business Administration 1994 — 1995
MBA
University at Buffalo 1986 — 1990
BS
Bank of America July 2009 - December 2012
LendingTree April 2008 - March 2009
NBC Universal November 2006 - April 2008
Juice Wireless / JuiceCaster April 2005 - May 2006
Mate Map Enterprises January 2001 - April 2005
Promotions.com / Webstakes.com July 1999 - December 2000
American Express April 1998 - July 1999
American Express April 1996 - April 1998
Thomson Financial July 1992 - September 1994
MetLife July 1990 - July 1992
Skills
Internet Entrepreneur, Online Product..., Consumer Products, Website Development, Mobile Applications, Online Marketing, Visionary Thinking, User Generated Content, Product Management, Lean Startup, Customer Acquisition, Customer Retention, Generating Revenue, Product Life Cycle..., Product Strategy, Product Design, Product Development, Product Launch, Product Marketing, Online User Experience, Ideation & Strategy..., Business Requirements, Wire Framing, Social Networking, Team Leadership, Social Media Marketing, Facebook, Twitter, LinkedIn, Organic Search, SEO, Mobile Internet, Digital Marketing, Thought Leadership, Cross-functional Team..., Entrepreneurial..., Fortune 500, Matrix Management, Internet, Internet Strategy, Innovative Thinking, Customer Experience, Customer Satisfaction, Use Case Analysis, Privacy Policies, Agile, DMAIC, Early-stage Startups, Research Design, Innovation Development
Education
Fordham University - Graduate School of Business Administration 1994 — 1995
MBA
University at Buffalo 1986 — 1990
BS
Shangshang (Shane) Yang Shangshang (Shane) Yang's Bank of America Experience June 2014 - Present
Job Assistant Vice President; Global Mkts Risk Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
MC Asset Management July 2013 - December 2013
HSBC May 2011 - July 2011
Hudson HR Consulting Firm April 2011 - May 2011
Bosch (China) Investment LTD. December 2010 - March 2011
Skills
Microsoft Excel, Matlab, Microsoft Office, Financial Modeling, VBA, C++, Economics, Financial Statement..., Portfolio Management, Eviews, Risk Management, Credit Risk, Derivatives, Bloomberg Terminal, SAS, Fixed Income, Time Series Analysis, Econometrics, Macroeconomics, Microeconomics
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's degree, Financial Mathematics, 3.8
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Arts (BA), Economics
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Science (BS), Mathematics
Bank of America June 2014 - Present
MC Asset Management July 2013 - December 2013
HSBC May 2011 - July 2011
Hudson HR Consulting Firm April 2011 - May 2011
Bosch (China) Investment LTD. December 2010 - March 2011
Skills
Microsoft Excel, Matlab, Microsoft Office, Financial Modeling, VBA, C++, Economics, Financial Statement..., Portfolio Management, Eviews, Risk Management, Credit Risk, Derivatives, Bloomberg Terminal, SAS, Fixed Income, Time Series Analysis, Econometrics, Macroeconomics, Microeconomics
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's degree, Financial Mathematics, 3.8
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Arts (BA), Economics
Shanghai University of Finance and Economics 2007 — 2011
Bachelor of Science (BS), Mathematics
Brandon Edwards Brandon Edwards's Bank of America Experience 2003 - 2005
Job IT Security Engineer @ EverBank
Industry Computer & Network Security
Experience
EverBank August 2015 - Present
VerSprite Security August 2014 - July 2015
Citizens Property Insurance March 2010 - August 2014
Computer Point May 2008 - December 2009
Comcast March 2005 - March 2008
HP Enterprise Services June 2004 - March 2005
Bank of America 2003 - 2005
Skills
Information Security, Disaster Recovery, Security, Security+, IT Audit, Security Audits, Risk Assessment, Vendor Risk Assessments, FedRAMP, SSP, Active Directory, System Administration, Information Security..., IT Management, Data Analysis, Access, Information Technology, Windows Server, Computer Security, Microsoft Certified..., Microsoft Certified..., Firewalls, Troubleshooting, Network Security, ITIL, Windows 7, Data Center, Microsoft Technologies, PCI DSS, Citrix, Visio, VMware, System Deployment, CISSP, Servers, Network Administration, Business Continuity, Cisco Technologies, SharePoint, Enterprise Architecture, MCP, MCTS, Penetration Testing, Qradar, ERPM, EnCase
Education
Florida Technical College 2008 — 2009
AA, Network Administration w/ Wireless Technology, GPA 3.49
Douglas Anderson School of the Arts 1997 — 2001
High School Diploma, Visual Arts
EverBank August 2015 - Present
VerSprite Security August 2014 - July 2015
Citizens Property Insurance March 2010 - August 2014
Computer Point May 2008 - December 2009
Comcast March 2005 - March 2008
HP Enterprise Services June 2004 - March 2005
Bank of America 2003 - 2005
Skills
Information Security, Disaster Recovery, Security, Security+, IT Audit, Security Audits, Risk Assessment, Vendor Risk Assessments, FedRAMP, SSP, Active Directory, System Administration, Information Security..., IT Management, Data Analysis, Access, Information Technology, Windows Server, Computer Security, Microsoft Certified..., Microsoft Certified..., Firewalls, Troubleshooting, Network Security, ITIL, Windows 7, Data Center, Microsoft Technologies, PCI DSS, Citrix, Visio, VMware, System Deployment, CISSP, Servers, Network Administration, Business Continuity, Cisco Technologies, SharePoint, Enterprise Architecture, MCP, MCTS, Penetration Testing, Qradar, ERPM, EnCase
Education
Florida Technical College 2008 — 2009
AA, Network Administration w/ Wireless Technology, GPA 3.49
Douglas Anderson School of the Arts 1997 — 2001
High School Diploma, Visual Arts
Ramin S Mohajer Ramin S Mohajer's Bank of America Experience July 2013 - Present
Job Sr Mortgage Loan Officer
Industry Real Estate
Experience
Bank of America July 2013 - Present
Chase October 2012 - June 2013
W.J. Bradley Mortgage Capital, LLC November 2010 - August 2012
Bank of America Home Loans March 2006 - October 2010
Wells Fargo Bank March 2003 - December 2005
Skills
Mortgage, Mortgage Lending, Loans, Credit, Credit Analysis
Education
San Diego State University-California State University 2002 — 2004
Information Decision Systems, Business Administration
Foothill College 2000 — 2001
Associates, General Studies
Homestead High School 1995 — 1999
Dipolma, General
Bank of America July 2013 - Present
Chase October 2012 - June 2013
W.J. Bradley Mortgage Capital, LLC November 2010 - August 2012
Bank of America Home Loans March 2006 - October 2010
Wells Fargo Bank March 2003 - December 2005
Skills
Mortgage, Mortgage Lending, Loans, Credit, Credit Analysis
Education
San Diego State University-California State University 2002 — 2004
Information Decision Systems, Business Administration
Foothill College 2000 — 2001
Associates, General Studies
Homestead High School 1995 — 1999
Dipolma, General
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
Jack Barnette Jack Barnette's Bank of America Experience November 2008 - August 2011
Job Mortgage Banker San Francisco Bay Area at Bank of the West
Industry Real Estate
Experience
Bank of the West August 2011 - Present
Bank of America November 2008 - August 2011
John Laing Mortgage Company February 2008 - November 2008
Universal American Mortgage Company February 2001 - December 2007
Skills
Mortgage Lending, Refinance, FHA, First Time Home Buyers, Loan Origination, Loans, Investments, Mortgage Banking, Foreclosures, Home Equity Loans, Single Family Homes, Real Estate Transactions, Referrals, REO, Real Estate, Condos, Relocation, Sellers, Investment Properties, Short Sales, VA loans, Finance, Investors, Residential Mortgages, HUD, USDA, Certified Mortgage...
Education
Kailua High School 1963 — 1964
Alhambra High School 1960 — 1963
Foothill College
Bank of the West August 2011 - Present
Bank of America November 2008 - August 2011
John Laing Mortgage Company February 2008 - November 2008
Universal American Mortgage Company February 2001 - December 2007
Skills
Mortgage Lending, Refinance, FHA, First Time Home Buyers, Loan Origination, Loans, Investments, Mortgage Banking, Foreclosures, Home Equity Loans, Single Family Homes, Real Estate Transactions, Referrals, REO, Real Estate, Condos, Relocation, Sellers, Investment Properties, Short Sales, VA loans, Finance, Investors, Residential Mortgages, HUD, USDA, Certified Mortgage...
Education
Kailua High School 1963 — 1964
Alhambra High School 1960 — 1963
Foothill College
Wharton Smith's Bank of America Experience January 1996 - January 2001
Job Vice President, Southeast Mortgage of Georgia, Inc.
Industry Financial Services
Experience
Southeast Mortgage of Georgia, Inc. July 2009 - Present
Southeast Mortgage of Georgia September 2006 - Present
BenchMark Consulting International February 2006 - July 2006
Regions Financial Corporation October 2003 - December 2005
Integration 4.0 Inc March 2002 - September 2003
Banton Research, LLC March 2001 - March 2002
Bank of America January 1996 - January 2001
Bank of America January 1995 - January 1996
Bank of America March 1993 - December 1995
Bank of America 1992 - 1993
Skills
Business Development, Strategic Planning, Project Management, Mortgage Lending, Loans, First Time Home Buyers, Real Estate, Analysis, Leadership, Marketing Strategy, Referrals, Credit, Sales, USDA, Management, Customer Service, Finance, Customer Retention, CRM, Strategy, Marketing, Vendor Management, Contract Negotiation, FHA, Underwriting, Mortgage Banking, VA loans, Banking, Financial Services, Operations Management, Sellers, Coaching, Process Improvement, Team Building, Loan Origination, Residential Mortgages, FHA financing, Certified Mortgage..., Construction Loans, Refinance, Government Loans, Real Estate Financing, Credit Analysis, Debt Consolidation, VA Loans, Commercial Lending, FHA Financing
Education
Florida State University - College of Business 1975 — 1979
Bachelor of Science (B.S.), Finance, General
Amos P. Godby High School 1972 — 1975
Southeast Mortgage of Georgia, Inc. July 2009 - Present
Southeast Mortgage of Georgia September 2006 - Present
BenchMark Consulting International February 2006 - July 2006
Regions Financial Corporation October 2003 - December 2005
Integration 4.0 Inc March 2002 - September 2003
Banton Research, LLC March 2001 - March 2002
Bank of America January 1996 - January 2001
Bank of America January 1995 - January 1996
Bank of America March 1993 - December 1995
Bank of America 1992 - 1993
Skills
Business Development, Strategic Planning, Project Management, Mortgage Lending, Loans, First Time Home Buyers, Real Estate, Analysis, Leadership, Marketing Strategy, Referrals, Credit, Sales, USDA, Management, Customer Service, Finance, Customer Retention, CRM, Strategy, Marketing, Vendor Management, Contract Negotiation, FHA, Underwriting, Mortgage Banking, VA loans, Banking, Financial Services, Operations Management, Sellers, Coaching, Process Improvement, Team Building, Loan Origination, Residential Mortgages, FHA financing, Certified Mortgage..., Construction Loans, Refinance, Government Loans, Real Estate Financing, Credit Analysis, Debt Consolidation, VA Loans, Commercial Lending, FHA Financing
Education
Florida State University - College of Business 1975 — 1979
Bachelor of Science (B.S.), Finance, General
Amos P. Godby High School 1972 — 1975
Jeffrey Lubatkin, CFA's Bank of America Experience July 2007 - February 2009
Job Executive Vice President & Head of Mid Corporate Credit at Citizens Bank
Industry Banking
Experience
RBS Citizens October 2013 - Present
RBS Citizens September 2012 - October 2013
Royal Bank of Scotland December 2011 - September 2012
Royal Bank of Scotland June 2010 - December 2011
Royal Bank of Scotland September 2009 - June 2010
Bank of America July 2007 - February 2009
JPMorgan May 1996 - April 2007
CIT Healthcare LLC 2007 - 2007
JPMorgan Chase / Bank One 1996 - 2007
Interpublic Group 1993 - 1996
Skills
Credit Analysis, Portfolio Management, Credit Risk, Credit, Banking, Risk Management, Commercial Banking, Investment Banking, Finance, Investments, Loans, Financial Risk, Financial Analysis, Leveraged Finance, Corporate Finance, Financial Structuring, Capital Markets, Commercial Lending, Due Diligence, Financial Modeling, Mergers & Acquisitions, Underwriting, Syndications, Relationship Management, Fixed Income, Structuring, Corporate Credit, Team Leadership, Team Building, Decision Making
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Finance
University at Albany, SUNY 1984 — 1988
BA, Economics
RBS Citizens October 2013 - Present
RBS Citizens September 2012 - October 2013
Royal Bank of Scotland December 2011 - September 2012
Royal Bank of Scotland June 2010 - December 2011
Royal Bank of Scotland September 2009 - June 2010
Bank of America July 2007 - February 2009
JPMorgan May 1996 - April 2007
CIT Healthcare LLC 2007 - 2007
JPMorgan Chase / Bank One 1996 - 2007
Interpublic Group 1993 - 1996
Skills
Credit Analysis, Portfolio Management, Credit Risk, Credit, Banking, Risk Management, Commercial Banking, Investment Banking, Finance, Investments, Loans, Financial Risk, Financial Analysis, Leveraged Finance, Corporate Finance, Financial Structuring, Capital Markets, Commercial Lending, Due Diligence, Financial Modeling, Mergers & Acquisitions, Underwriting, Syndications, Relationship Management, Fixed Income, Structuring, Corporate Credit, Team Leadership, Team Building, Decision Making
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Finance
University at Albany, SUNY 1984 — 1988
BA, Economics
Millicent Victorian Millicent Victorian's Bank of America Experience January 1997 - June 2001
Job Manager, Corporate Events at Stereotaxis
Industry Medical Devices
Experience
Stereotaxis July 2006 - Present
UAW Ford Family Service and Learning Center February 2002 - March 2006
Bank of America January 1997 - June 2001
Bank of America January 1996 - January 1997
Bank of America January 1987 - January 1996
Education
Fontbonne University 2010 — 2012
MBA
Fontbonne University
Master, Management
Fontbonne University
Bachelor of Arts, Organizational Studies, Human Resources
Stereotaxis July 2006 - Present
UAW Ford Family Service and Learning Center February 2002 - March 2006
Bank of America January 1997 - June 2001
Bank of America January 1996 - January 1997
Bank of America January 1987 - January 1996
Education
Fontbonne University 2010 — 2012
MBA
Fontbonne University
Master, Management
Fontbonne University
Bachelor of Arts, Organizational Studies, Human Resources
Vanessa Civalero's Bank of America Experience 1996 - 2005
Job Senior Vice President, Corporate & Commercial Banking at BankUnited
Industry Banking
Experience
BankUnited January 2014 - Present
PNC Financial Services Group August 2010 - December 2013
Regions Bank November 2006 - August 2010
HSBC 2005 - November 2006
Bank of America 1996 - 2005
Skills
Treasury Management, financial forecasting, Credit Analysis, Commercial Banking, Financial Analysis, Loans, Middle Market, Syndications, Credit, Financial Modeling, Corporate Finance, Commercial Lending, Financial Forecasting, Management, Banking, Mortgage Lending, Portfolio Management, New Business Development, Mergers & Acquisitions, Investments, Accounting, Finance, Forecasting, Small Business Lending, Capital Markets, Credit Risk, Due Diligence, Risk Management, Cash Management, Underwriting
Education
Florida State University - College of Business 1992 — 1996
Bachelors Degree, FInance
Coral Springs High School 1988 — 1992
BankUnited January 2014 - Present
PNC Financial Services Group August 2010 - December 2013
Regions Bank November 2006 - August 2010
HSBC 2005 - November 2006
Bank of America 1996 - 2005
Skills
Treasury Management, financial forecasting, Credit Analysis, Commercial Banking, Financial Analysis, Loans, Middle Market, Syndications, Credit, Financial Modeling, Corporate Finance, Commercial Lending, Financial Forecasting, Management, Banking, Mortgage Lending, Portfolio Management, New Business Development, Mergers & Acquisitions, Investments, Accounting, Finance, Forecasting, Small Business Lending, Capital Markets, Credit Risk, Due Diligence, Risk Management, Cash Management, Underwriting
Education
Florida State University - College of Business 1992 — 1996
Bachelors Degree, FInance
Coral Springs High School 1988 — 1992
Steve E. Morgan Steve E. Morgan's Bank of America Experience July 2008 - Present
Job
Industry Financial Services
Experience
Bank of America July 2008 - Present
Countrywide Financial Corp. February 2007 - June 2008
Three Points Foundation February 2006 - February 2007
American Express April 2005 - February 2006
Marsh & McLennan August 2003 - December 2005
PricewaterhouseCoopers August 1997 - August 2002
Lehman Brothers April 1991 - March 1997
Skills
Strategy, Management Consulting, Business Analysis, Business Strategy, Banking, Financial Modeling, Business Planning, Strategic Planning, Financial Risk, Management, Financial Services, Team Leadership, Project Management, Investment Banking, Six Sigma, Recruiting, Risk Management, Financial Analysis, Capital Markets, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
St. Jago H.S.
Bank of America July 2008 - Present
Countrywide Financial Corp. February 2007 - June 2008
Three Points Foundation February 2006 - February 2007
American Express April 2005 - February 2006
Marsh & McLennan August 2003 - December 2005
PricewaterhouseCoopers August 1997 - August 2002
Lehman Brothers April 1991 - March 1997
Skills
Strategy, Management Consulting, Business Analysis, Business Strategy, Banking, Financial Modeling, Business Planning, Strategic Planning, Financial Risk, Management, Financial Services, Team Leadership, Project Management, Investment Banking, Six Sigma, Recruiting, Risk Management, Financial Analysis, Capital Markets, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1997
St. Jago H.S.
Kenneth A. Hollander Kenneth A. Hollander's Bank of America Experience June 2011 - Present
Job Senior Vice President / Capital Markets Credit Risk Manager at Bank of America
Industry Banking
Experience
Bank of America June 2011 - Present
Modern Bank, N.A. February 2011 - June 2011
Wells Fargo June 2006 - January 2011
The Bank of New York Mellon January 2006 - July 2006
JPMorgan Chase February 1994 - January 2006
Skills
Capital Markets, Structuring, Hedge Funds, Credit, Commercial Credit, Credit Portfolio..., Credit Risk, Risk, Private Equity, Risk Management, Corporate Finance, Due Diligence, Credit Analysis, Derivatives, Banking, Structured Finance, Restructuring, Alternative Investments, Fund Of Funds, Portfolio Management, Financial Risk, Trading, Loans, Fixed Income, Underwriting, Private Banking, Investment Banking, Securities, Equities, Wealth Management, Asset Allocation, FX Options, Investment Advisory, Structured Products, Bloomberg, Cash Management, Asset Management, Investment Management, Bonds, Investments, Commercial Lending
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University of South Florida 1989 — 1991
BS, Finance
Bank of America June 2011 - Present
Modern Bank, N.A. February 2011 - June 2011
Wells Fargo June 2006 - January 2011
The Bank of New York Mellon January 2006 - July 2006
JPMorgan Chase February 1994 - January 2006
Skills
Capital Markets, Structuring, Hedge Funds, Credit, Commercial Credit, Credit Portfolio..., Credit Risk, Risk, Private Equity, Risk Management, Corporate Finance, Due Diligence, Credit Analysis, Derivatives, Banking, Structured Finance, Restructuring, Alternative Investments, Fund Of Funds, Portfolio Management, Financial Risk, Trading, Loans, Fixed Income, Underwriting, Private Banking, Investment Banking, Securities, Equities, Wealth Management, Asset Allocation, FX Options, Investment Advisory, Structured Products, Bloomberg, Cash Management, Asset Management, Investment Management, Bonds, Investments, Commercial Lending
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
University of South Florida 1989 — 1991
BS, Finance
Cliff Oates Cliff Oates's Bank of America Experience 1981 - 1991
Job Business Intelligence / SQL Developer
Industry Information Technology and Services
Experience
Kaiser Permanente IT September 2011 - Present
McKesson July 2011 - August 2011
PMI Mortgage Insurance Co. November 1997 - October 2008
PMI Group May 2008 - July 2008
Tier Technologies 1996 - 1997
Marketing Resources Plus 1991 - 1996
Bank of America 1981 - 1991
Skills
Data Integration, Database Development, Data Warehousing, Database Design, Dimensional Modeling, Software Requirements, Business Analysis, Systems Analysis, Databases, ETL, Cognos, Microsoft SQL Server, Visio, SQL, UML, Oracle
Education
Foothill College 1982 — 1992
Business Administration
Kaiser Permanente IT September 2011 - Present
McKesson July 2011 - August 2011
PMI Mortgage Insurance Co. November 1997 - October 2008
PMI Group May 2008 - July 2008
Tier Technologies 1996 - 1997
Marketing Resources Plus 1991 - 1996
Bank of America 1981 - 1991
Skills
Data Integration, Database Development, Data Warehousing, Database Design, Dimensional Modeling, Software Requirements, Business Analysis, Systems Analysis, Databases, ETL, Cognos, Microsoft SQL Server, Visio, SQL, UML, Oracle
Education
Foothill College 1982 — 1992
Business Administration
J. Gerardo Galdamez J. Gerardo Galdamez's Bank of America Experience 2004 - 2005
Job Project Mansger
Industry Consumer Goods
Experience
IRM December 2012 - Present
Calafia Cafe And Market A Go Go 2008 - 2011
Patron Plaza Marianchi 2009 - 2009
Fremont Hills Country Club 2008 - 2009
Valence Corporation 2005 - 2008
Valence Lending 2005 - 2008
Bank of America 2004 - 2005
Education
Job Train Works 2010 — 2011
Solar Energy
Foothill College
IRM December 2012 - Present
Calafia Cafe And Market A Go Go 2008 - 2011
Patron Plaza Marianchi 2009 - 2009
Fremont Hills Country Club 2008 - 2009
Valence Corporation 2005 - 2008
Valence Lending 2005 - 2008
Bank of America 2004 - 2005
Education
Job Train Works 2010 — 2011
Solar Energy
Foothill College
Brad Rogers Brad Rogers's Bank of America Experience April 2003 - April 2007
Job MD Process Excellence at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2007 - Present
Bank of America April 2003 - April 2007
JPMorgan Chase 2002 - 2003
GE Capital 1998 - 2003
Arthur Andersen Business Consulting 1995 - 1998
Andersen Business Consulting 1995 - 1998
Parsons Brinckerhoff 1990 - 1995
Skills
Leadership, Business Process..., Marketing Strategy, Financial Services, Product Development, Product Management, Portfolio Management, Process Improvement, Business Intelligence, Asset Management, Risk Management, Strategy, Vendor Management, Business Analysis, Management, Program Management, Mergers & Acquisitions, Management Consulting, Financial Analysis, Business Strategy, Change Management
Education
Fordham Gabelli School of Business
MBA, Competitive Strategy and Quantitative Methods
University of Colorado Boulder
BS, Mechanical Engineering
TIAA-CREF April 2007 - Present
Bank of America April 2003 - April 2007
JPMorgan Chase 2002 - 2003
GE Capital 1998 - 2003
Arthur Andersen Business Consulting 1995 - 1998
Andersen Business Consulting 1995 - 1998
Parsons Brinckerhoff 1990 - 1995
Skills
Leadership, Business Process..., Marketing Strategy, Financial Services, Product Development, Product Management, Portfolio Management, Process Improvement, Business Intelligence, Asset Management, Risk Management, Strategy, Vendor Management, Business Analysis, Management, Program Management, Mergers & Acquisitions, Management Consulting, Financial Analysis, Business Strategy, Change Management
Education
Fordham Gabelli School of Business
MBA, Competitive Strategy and Quantitative Methods
University of Colorado Boulder
BS, Mechanical Engineering
Tod Carrier Tod Carrier's Bank of America Experience May 1996 - January 2011
Job Information Architect at Blue Cross Blue Shield of Florida
Industry Financial Services
Experience
Florida Blue January 2011 - Present
Bank of America May 1996 - January 2011
Blue Cross Blue Shield of Florida February 1990 - May 1996
Computer Power October 1985 - February 1990
Skills
Data Warehousing, Enterprise Architecture, Architectures, Data Modeling, ETL, Microsoft SQL Server, Information Technology, COBOL, DB2, MySQL, Sybase
Education
University of North Florida 1986 — 1991
Master of Business Administration
Florida State University - College of Business 1982 — 1985
Mgmt Info Systems, Business, Information Technology
Florida Blue January 2011 - Present
Bank of America May 1996 - January 2011
Blue Cross Blue Shield of Florida February 1990 - May 1996
Computer Power October 1985 - February 1990
Skills
Data Warehousing, Enterprise Architecture, Architectures, Data Modeling, ETL, Microsoft SQL Server, Information Technology, COBOL, DB2, MySQL, Sybase
Education
University of North Florida 1986 — 1991
Master of Business Administration
Florida State University - College of Business 1982 — 1985
Mgmt Info Systems, Business, Information Technology
Robert Barocas Robert Barocas's Bank of America Experience August 2007 - August 2008
Job Corporate Finance ERP IT Leader at GE
Industry Financial Services
Experience
GE April 2013 - Present
Society for Information Management January 2007 - Present
XL Group plc October 2011 - January 2013
UBS Investment Bank October 2010 - October 2011
TNS-Global (WPP Group) August 2008 - October 2010
Bank of America August 2007 - August 2008
JPMorgan Chase June 2006 - July 2007
JPMorgan Chase October 2004 - May 2006
JPMorgan Chase January 2004 - September 2004
JPMorgan Chase January 2003 - December 2003
Skills
Corporate Finance, Credit Risk, Bank Mergers, Business Transformation, Process Improvement, Offshore Outsourcing, Program Management, Project Management, PMP, Agile Project Management, CMMI, Solution Architecture, ERP Implementations, Oracle E-Business Suite, Oracle Applications, CRM Integration, SaaS, Cloud Applications, Portal Development, Data Warehousing, Business Intelligence, Enterprise Software, Business Process..., Project Planning, Financial Services
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
GE April 2013 - Present
Society for Information Management January 2007 - Present
XL Group plc October 2011 - January 2013
UBS Investment Bank October 2010 - October 2011
TNS-Global (WPP Group) August 2008 - October 2010
Bank of America August 2007 - August 2008
JPMorgan Chase June 2006 - July 2007
JPMorgan Chase October 2004 - May 2006
JPMorgan Chase January 2004 - September 2004
JPMorgan Chase January 2003 - December 2003
Skills
Corporate Finance, Credit Risk, Bank Mergers, Business Transformation, Process Improvement, Offshore Outsourcing, Program Management, Project Management, PMP, Agile Project Management, CMMI, Solution Architecture, ERP Implementations, Oracle E-Business Suite, Oracle Applications, CRM Integration, SaaS, Cloud Applications, Portal Development, Data Warehousing, Business Intelligence, Enterprise Software, Business Process..., Project Planning, Financial Services
Education
Fordham Gabelli School of Business 1988 — 1990
MBA, Finance
Richard Haug, PMP Richard Haug, PMP's Bank of America Experience March 1998 - August 2000
Job Executive Director, Global Commercial Card, Federal Card Services at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Department of Treasury January 2009 - October 2012
GMAC 2000 - 2008
Bank of America March 1998 - August 2000
Circuit City September 1990 - February 1998
United States Navy July 1986 - July 1989
Skills
Contract Negotiation, Government Contracts, Commercial Lending, Risk Management, Financial Services, Banking, Financial Analysis, Credit Analysis, Strategic Planning, Negotiation, Finance, Financial Modeling, Program Management, Business Development, Portfolio Management, Payments, Financial Risk, Business Relationship..., Accounting, Project Management, Process Improvement, Marketing, Credit, Analysis, Relationship Management
Education
The George Washington University 2010 — 2011
Master's, Project Management
Fontbonne University 2003 — 2005
MBA, Masters of Business Administration
Saint Louis University 1998 — 2000
B.S., Finance
St. Gabriel's
J.P. Morgan October 2012 - Present
Department of Treasury January 2009 - October 2012
GMAC 2000 - 2008
Bank of America March 1998 - August 2000
Circuit City September 1990 - February 1998
United States Navy July 1986 - July 1989
Skills
Contract Negotiation, Government Contracts, Commercial Lending, Risk Management, Financial Services, Banking, Financial Analysis, Credit Analysis, Strategic Planning, Negotiation, Finance, Financial Modeling, Program Management, Business Development, Portfolio Management, Payments, Financial Risk, Business Relationship..., Accounting, Project Management, Process Improvement, Marketing, Credit, Analysis, Relationship Management
Education
The George Washington University 2010 — 2011
Master's, Project Management
Fontbonne University 2003 — 2005
MBA, Masters of Business Administration
Saint Louis University 1998 — 2000
B.S., Finance
St. Gabriel's
Brett Sauer Brett Sauer's Bank of America Experience March 2012 - April 2014
Job Loan Document Specialist 3 at Wells Fargo Home Mortgage
Industry Computer Software
Experience
Wells Fargo Home Mortgage August 2014 - Present
Bank of America March 2012 - April 2014
Wells Fargo Insurance July 2010 - January 2011
Education
Folsom Lake College 2011 — 2016
Certificate of Achievement - Programming, Computer Software Engineering, 4.0 GPA
University of Phoenix 2004 — 2006
Bachelor’s Degree, Business Management
Heald Business College 2001 — 2002
Associates Degree, Information Technology
Wells Fargo Home Mortgage August 2014 - Present
Bank of America March 2012 - April 2014
Wells Fargo Insurance July 2010 - January 2011
Education
Folsom Lake College 2011 — 2016
Certificate of Achievement - Programming, Computer Software Engineering, 4.0 GPA
University of Phoenix 2004 — 2006
Bachelor’s Degree, Business Management
Heald Business College 2001 — 2002
Associates Degree, Information Technology
Clifford Vado's Bank of America Experience November 2011 - January 2013
Job IT Desktop Support/Exec Support at Workday
Industry Information Technology and Services
Experience
Workday July 2014 - Present
Lenovo February 2011 - December 2013
Bank of America November 2011 - January 2013
Skills
Computer Hardware, Business Development, Aviation, Customer Service, Sales, Time Management, Wireless Networking, Sandler, Mac OS, Help Desk Support, Channel Partners, Outlook, Solution Selling, Microsoft Office, Teamwork, Leadership, Active Directory, Windows 7, Microsoft Excel, PowerPoint, Microsoft Word
Education
Foothill College 2014 — 2015
Information Technology
International Studies Academy 2003 — 2007
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
St.Dominic Catholic School 1995 — 2003
Workday July 2014 - Present
Lenovo February 2011 - December 2013
Bank of America November 2011 - January 2013
Skills
Computer Hardware, Business Development, Aviation, Customer Service, Sales, Time Management, Wireless Networking, Sandler, Mac OS, Help Desk Support, Channel Partners, Outlook, Solution Selling, Microsoft Office, Teamwork, Leadership, Active Directory, Windows 7, Microsoft Excel, PowerPoint, Microsoft Word
Education
Foothill College 2014 — 2015
Information Technology
International Studies Academy 2003 — 2007
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
St.Dominic Catholic School 1995 — 2003
Brenda Kelly Brenda Kelly's Bank of America Experience August 2012 - April 2014
Job Mortgage loan processor with AEM
Industry Banking
Experience
American Equity Mortgage February 2015 - Present
Heartland Bank November 2014 - February 2015
Wintrust Mortgage July 2014 - October 2014
Digital Risk April 2014 - July 2014
Bank of America August 2012 - April 2014
Plantheaven Farms January 2007 - July 2012
Farm Family Network, LLC October 2009 - January 2012
Doane Advisory Services March 2011 - April 2011
Vetta Sports May 2004 - November 2009
Fort Zumwalt East High School January 2009 - May 2009
Skills
Event Management, Customer Service, Management, Budgets, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Training, Administrative..., Event Planning, Fundraising, Process Scheduler, Social Networking, Time Management
Education
Lindenwood University
Masters of Arts, Concentrate, Sports Management
Fontbonne University 2003 — 2007
Bachelor's, Sport Management
Fontbonne University
Sports management
American Equity Mortgage February 2015 - Present
Heartland Bank November 2014 - February 2015
Wintrust Mortgage July 2014 - October 2014
Digital Risk April 2014 - July 2014
Bank of America August 2012 - April 2014
Plantheaven Farms January 2007 - July 2012
Farm Family Network, LLC October 2009 - January 2012
Doane Advisory Services March 2011 - April 2011
Vetta Sports May 2004 - November 2009
Fort Zumwalt East High School January 2009 - May 2009
Skills
Event Management, Customer Service, Management, Budgets, Data Entry, Microsoft Excel, Microsoft Word, PowerPoint, Training, Administrative..., Event Planning, Fundraising, Process Scheduler, Social Networking, Time Management
Education
Lindenwood University
Masters of Arts, Concentrate, Sports Management
Fontbonne University 2003 — 2007
Bachelor's, Sport Management
Fontbonne University
Sports management
Jennifer Weinberg Jennifer Weinberg's Bank of America Experience May 1995 - June 2001
Job VP, Chief Compliance Officer, AIG/UGConnective Mortgage Advisory Company
Industry Real Estate
Experience
AIG March 2013 - Present
Harrington Bank October 2001 - March 2013
Bank of America May 1995 - June 2001
Skills
Mortgage Compliance, Regulatory Compliance, Mortgage Servicing, Team Leadership, Project Management, Internal Audit, Team Management, Coaching, OFAC, AML, Operational Efficiency, Due Diligence, Banking
Education
Fontbonne University 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
Southern Illinois University, Carbondale 1992 — 1994
Associate’s Degree, Business
AIG March 2013 - Present
Harrington Bank October 2001 - March 2013
Bank of America May 1995 - June 2001
Skills
Mortgage Compliance, Regulatory Compliance, Mortgage Servicing, Team Leadership, Project Management, Internal Audit, Team Management, Coaching, OFAC, AML, Operational Efficiency, Due Diligence, Banking
Education
Fontbonne University 1996 — 1998
Bachelor’s Degree, Business Administration and Management, General
Southern Illinois University, Carbondale 1992 — 1994
Associate’s Degree, Business
John Safar John Safar's Bank of America Experience August 2013 - Present
Job AVP Project Manager at Bank of America
Industry Banking
Experience
Bank of America August 2013 - Present
Bank of America August 2010 - August 2013
Capital One April 2009 - August 2010
Skills
Business Process..., Project Management, Leadership, Process Improvement, Risk Management, Analysis, Customer Service, Team Building, Management, Program Management, Strategic Planning, Vendor Management, Training, Banking, Business Process..., Business Analysis, Change Management, Operations Management, Integration
Education
Foothill College 2003 — 2007
Business Administration and Management, General
Bank of America August 2013 - Present
Bank of America August 2010 - August 2013
Capital One April 2009 - August 2010
Skills
Business Process..., Project Management, Leadership, Process Improvement, Risk Management, Analysis, Customer Service, Team Building, Management, Program Management, Strategic Planning, Vendor Management, Training, Banking, Business Process..., Business Analysis, Change Management, Operations Management, Integration
Education
Foothill College 2003 — 2007
Business Administration and Management, General
Bill Heft's Bank of America Experience September 2014 - Present
Job Mortgage Loan Officer NMLS #912342
Industry Real Estate
Experience
Bank of America September 2014 - Present
Wells Fargo Home Mortgage April 2012 - August 2014
MetLife Midwest Associates 2008 - May 2012
Washington Mutual 1999 - 2002
Home Savings of America April 1987 - November 1999
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, First Time Home Buyers, Underwriting, Financial Services, Credit, VA loans, Investments, Insurance, Loan Origination, FHA financing, Government Loans, Residential Mortgages, FHA, Reverse Mortgages, Banking, Mortgage Servicing, Credit Analysis, USDA, Retirement Planning, Consumer Lending, Certified Mortgage..., Construction Loans, Commercial Lending
Education
Fontbonne University 1983 — 1985
BS, Business
Conception College 1977 — 1979
BA, Philosophy
University of Missouri-Kansas City 1975 — 1977
Bishop Hogan High School 1974 — 1975
Joplin Parkwood High School 1972 — 1974
St. Elizabeth School 1962 — 1971
Bank of America September 2014 - Present
Wells Fargo Home Mortgage April 2012 - August 2014
MetLife Midwest Associates 2008 - May 2012
Washington Mutual 1999 - 2002
Home Savings of America April 1987 - November 1999
Skills
Mortgage Lending, Mortgage Banking, Refinance, Loans, First Time Home Buyers, Underwriting, Financial Services, Credit, VA loans, Investments, Insurance, Loan Origination, FHA financing, Government Loans, Residential Mortgages, FHA, Reverse Mortgages, Banking, Mortgage Servicing, Credit Analysis, USDA, Retirement Planning, Consumer Lending, Certified Mortgage..., Construction Loans, Commercial Lending
Education
Fontbonne University 1983 — 1985
BS, Business
Conception College 1977 — 1979
BA, Philosophy
University of Missouri-Kansas City 1975 — 1977
Bishop Hogan High School 1974 — 1975
Joplin Parkwood High School 1972 — 1974
St. Elizabeth School 1962 — 1971
Kelley Krull's Bank of America Experience February 2004 - October 2009
Job VP Commercial Banking Relationship Manager at Associated Bank
Industry Banking
Experience
Associated Bank August 2015 - Present
BMO Harris Bank October 2012 - August 2015
Fifth Third Bank September 2009 - October 2012
Bank of America February 2004 - October 2009
Skills
Loans, Commercial Banking, Credit, Banking, Commercial Lending, Consumer Lending, Retail Banking, Mortgage Lending, Credit Risk, Lines Of Credit, Financial Analysis, Relationship Management, Portfolio Management, Small Business Lending, Credit Analysis, Cash Management, Loan Origination, Cross Selling, Treasury Management, Finance, Underwriting, Risk Management, Customer Service, Sales, Mortgage Banking, Financial Services, Management, Asset Based Lending, Investments
Education
Fontbonne University 2003 — 2005
Bachelor's degree in Business Administration and Computer Science, Bachelor of Science
Cor Jesu Academy 1992 — 1996
General Studies
Associated Bank August 2015 - Present
BMO Harris Bank October 2012 - August 2015
Fifth Third Bank September 2009 - October 2012
Bank of America February 2004 - October 2009
Skills
Loans, Commercial Banking, Credit, Banking, Commercial Lending, Consumer Lending, Retail Banking, Mortgage Lending, Credit Risk, Lines Of Credit, Financial Analysis, Relationship Management, Portfolio Management, Small Business Lending, Credit Analysis, Cash Management, Loan Origination, Cross Selling, Treasury Management, Finance, Underwriting, Risk Management, Customer Service, Sales, Mortgage Banking, Financial Services, Management, Asset Based Lending, Investments
Education
Fontbonne University 2003 — 2005
Bachelor's degree in Business Administration and Computer Science, Bachelor of Science
Cor Jesu Academy 1992 — 1996
General Studies
Carlos Turner's Bank of America Experience September 2012 - April 2014
Job Founder/President at Good Media Group, LLC
Industry Financial Services
Experience
Good Media Group, LLC Masters of Arts in Teaching candidateFontbonne UniversityAugust 2014 - Present
Bank of America September 2012 - April 2014
Bank of America May 2010 - September 2012
Bank of America October 2007 - May 2010
Bank of America November 2004 - October 2007
Pinnacle Media Group January 2002 - November 2004
Citi April 2000 - August 2002
Citi July 1998 - April 2000
Skills
Training, Analysis, Customer Service, Microsoft Office, Mortgage Banking, Data Analysis, Financial Analysis, Coaching, Banking, Research, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, English, Windows, Risk Management, Access, Teaching, Teamwork, Team Building, Leadership Development, Social Media, Leadership, Credit, Finance, Mortgage Lending, Mortgage Underwriting, Loans
Education
Fontbonne University 2009 — 2011
Bachelor of Arts (B.A.), Contemporary Studies
Ranken Technical College 1995 — 1997
Associate's degree, Computer Networking Technology
Good Media Group, LLC Masters of Arts in Teaching candidateFontbonne UniversityAugust 2014 - Present
Bank of America September 2012 - April 2014
Bank of America May 2010 - September 2012
Bank of America October 2007 - May 2010
Bank of America November 2004 - October 2007
Pinnacle Media Group January 2002 - November 2004
Citi April 2000 - August 2002
Citi July 1998 - April 2000
Skills
Training, Analysis, Customer Service, Microsoft Office, Mortgage Banking, Data Analysis, Financial Analysis, Coaching, Banking, Research, Outlook, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, English, Windows, Risk Management, Access, Teaching, Teamwork, Team Building, Leadership Development, Social Media, Leadership, Credit, Finance, Mortgage Lending, Mortgage Underwriting, Loans
Education
Fontbonne University 2009 — 2011
Bachelor of Arts (B.A.), Contemporary Studies
Ranken Technical College 1995 — 1997
Associate's degree, Computer Networking Technology
Kevin Hecht Kevin Hecht's Bank of America Experience February 2003 - Present
Job Regional Manager at Bank of America
Industry Banking
Experience
Bank of America February 2003 - Present
Maryville University August 2014 - Present
US Bank, N.A. June 1998 - February 2003
Skills
Mortgage Lending, FHA, Mortgage Banking, Management, Valuation, Team Building, Risk Management, Relationship Management, Appraisals, Banking, Loan Origination, Real Estate, Credit, Residential Mortgages, Loans, Underwriting, Commercial Lending, Credit Analysis, Portfolio Management, Consumer Lending
Education
Fontbonne University 1995 — 1997
Master of Business Administration (MBA)
University of Missouri-Columbia 1982 — 1987
Bachelor of Arts (B.A.), Economics
Prep North
Bank of America February 2003 - Present
Maryville University August 2014 - Present
US Bank, N.A. June 1998 - February 2003
Skills
Mortgage Lending, FHA, Mortgage Banking, Management, Valuation, Team Building, Risk Management, Relationship Management, Appraisals, Banking, Loan Origination, Real Estate, Credit, Residential Mortgages, Loans, Underwriting, Commercial Lending, Credit Analysis, Portfolio Management, Consumer Lending
Education
Fontbonne University 1995 — 1997
Master of Business Administration (MBA)
University of Missouri-Columbia 1982 — 1987
Bachelor of Arts (B.A.), Economics
Prep North
Michelle Golden Michelle Golden's Bank of America Experience April 2006 - October 2007
Job Loan Officer Assistant NMLS # 1139934
Industry Financial Services
Experience
Big Valley Mortgage NMLS# 1850 Equal Housing Lender February 2015 - Present
Summit Funding, Inc. May 2014 - January 2015
Bank of America Home Loans February 2009 - October 2013
Bank of America April 2006 - October 2007
Free-to-Be October 1998 - June 2002
Skills
RESPA, Abstinence Education..., Loans, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Financial Risk, Funding, Finance, Training, Underwriting, Closings, Investment Properties
Education
Folsom Lake College
General Studies
Santa Rosa Junior College
General Studies
Big Valley Mortgage NMLS# 1850 Equal Housing Lender February 2015 - Present
Summit Funding, Inc. May 2014 - January 2015
Bank of America Home Loans February 2009 - October 2013
Bank of America April 2006 - October 2007
Free-to-Be October 1998 - June 2002
Skills
RESPA, Abstinence Education..., Loans, Mortgage Lending, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Financial Risk, Funding, Finance, Training, Underwriting, Closings, Investment Properties
Education
Folsom Lake College
General Studies
Santa Rosa Junior College
General Studies
Ed Jackenthal's Bank of America Experience 2010 - Present
Job SVP, Business Support Executive Global Staffing at Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Merrill Lynch 1998 - 2003
RCN 1997 - 1998
Caliber Associates 1993 - 1995
Skills
Business Process..., Six Sigma, Talent Acquisition, Financial Management, Operations Management, Strategic Consulting, Strategic Analysis, Executive Communications, Executive Management, Executive Reporting, Cross-functional Team..., Change Leadership, Strategic Leadership, Personnel Leadership, Human Capital Strategy, Human Capital Management, Change Management, Forecasting, Business Planning, Business Analytics, Performance Dashboards, Leadership, Personnel Management, Recruiting, Human Capital, Business Strategy, Analysis, Process Improvement, Communication Training, Managerial Finance, CRM, Workforce Planning, Management, Executive Search, Banking, Human Resources, Performance Management, Mergers & Acquisitions, Strategy, Risk Management, Vendor Management, Budgets
Education
Fordham University - Graduate School of Business Administration
MBA, Strategic Management
Rutgers, The State University of New Jersey-New Brunswick
BS, Industrial Organization
Bank of America 2010 - Present
Bank of America 2007 - 2010
Bank of America 2003 - 2007
Merrill Lynch 1998 - 2003
RCN 1997 - 1998
Caliber Associates 1993 - 1995
Skills
Business Process..., Six Sigma, Talent Acquisition, Financial Management, Operations Management, Strategic Consulting, Strategic Analysis, Executive Communications, Executive Management, Executive Reporting, Cross-functional Team..., Change Leadership, Strategic Leadership, Personnel Leadership, Human Capital Strategy, Human Capital Management, Change Management, Forecasting, Business Planning, Business Analytics, Performance Dashboards, Leadership, Personnel Management, Recruiting, Human Capital, Business Strategy, Analysis, Process Improvement, Communication Training, Managerial Finance, CRM, Workforce Planning, Management, Executive Search, Banking, Human Resources, Performance Management, Mergers & Acquisitions, Strategy, Risk Management, Vendor Management, Budgets
Education
Fordham University - Graduate School of Business Administration
MBA, Strategic Management
Rutgers, The State University of New Jersey-New Brunswick
BS, Industrial Organization
Mark DiGiorgio Mark DiGiorgio's Bank of America Experience December 2003 - Present
Job SR Financial Analyst
Industry Financial Services
Experience
American Lung Association in California 2010 - Present
Bank of America December 2003 - Present
Jackson & Wallace 1999 - 2002
AT&T 1988 - 1995
Skills
Financial Analysis, Financial Reporting, Excel, Financial Modeling, Accounting, Financial Planning, Financial Management, Microsoft Office, Analysis, PowerPoint, Budgeting, Strategic Planning, Business Strategy, Process Improvement, Forecasting, Access, Corporate Finance, Business Analysis, Non-profits, Word, Team Building, Banking, Budgets, Finance, Microsoft Excel, Microsoft Word, Strategic Financial..., Managerial Finance
Education
Fordham Gabelli School of Business 1991 — 1993
Fordham University 1983 — 1987
BS, Finance
American Lung Association in California 2010 - Present
Bank of America December 2003 - Present
Jackson & Wallace 1999 - 2002
AT&T 1988 - 1995
Skills
Financial Analysis, Financial Reporting, Excel, Financial Modeling, Accounting, Financial Planning, Financial Management, Microsoft Office, Analysis, PowerPoint, Budgeting, Strategic Planning, Business Strategy, Process Improvement, Forecasting, Access, Corporate Finance, Business Analysis, Non-profits, Word, Team Building, Banking, Budgets, Finance, Microsoft Excel, Microsoft Word, Strategic Financial..., Managerial Finance
Education
Fordham Gabelli School of Business 1991 — 1993
Fordham University 1983 — 1987
BS, Finance
Reed Holler's Bank of America Experience December 2013 - April 2015
Job Financial Service Representative at Enterprise Bank & Trust
Industry
Experience
Enterprise Bank & Trust March 2015 - Present
The Scotts Miracle-Gro Company February 2010 - Present
Bank of America December 2013 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English, C, Matlab, Windows, Event Planning, Team Leadership, Coaching, Broadcast, Digital Photography, Branch Banking, Logo Design, Sales, Time Management, Leadership, Marketing, Social Networking, Event Management, Management, Retail, Finance, Banking, Customer Satisfaction, Financial Services
Education
Missouri Baptist University 2013 — 2016
Master of Business Administration (MBA)
Missouri Baptist University 2012 — 2013
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Fontbonne University 2009 — 2012
Human Resources Management/Personnel Administration, General
Enterprise Bank & Trust March 2015 - Present
The Scotts Miracle-Gro Company February 2010 - Present
Bank of America December 2013 - April 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, Java, HTML, English, C, Matlab, Windows, Event Planning, Team Leadership, Coaching, Broadcast, Digital Photography, Branch Banking, Logo Design, Sales, Time Management, Leadership, Marketing, Social Networking, Event Management, Management, Retail, Finance, Banking, Customer Satisfaction, Financial Services
Education
Missouri Baptist University 2013 — 2016
Master of Business Administration (MBA)
Missouri Baptist University 2012 — 2013
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Fontbonne University 2009 — 2012
Human Resources Management/Personnel Administration, General
Changgull Song's Bank of America Experience June 2006 - May 2007
Job Sr. Director of Product Quality at TubeMogul, Inc.
Industry Online Media
Experience
TubeMogul, Inc. October 2014 - Present
Turn.com April 2011 - September 2014
ContextWeb (now PulsePoint) June 2007 - April 2011
Bank of America June 2006 - May 2007
MetLife, Inc March 2006 - April 2006
BMC Software January 2003 - December 2004
PIONSOFT January 2001 - January 2002
PIONSOFT January 2000 - January 2001
SAMSUNG Aerospace & Precision Engineering January 1998 - January 2000
SAMSUNG Aerospace & Precision Engineering January 1996 - January 1998
Skills
Process Improvement, Engineering, Software, Agile Methodologies, Quality Assurance, Testing, C#, Test Automation, Software Engineering, Scrum, Agile Project Management, Product Management, Cross-functional Team..., Analytics, Software Project..., Product Development, Data Analysis, Project Management, Oracle, Online Advertising, Databases, Business Analysis, Linux, Software Development, XML, Training, Integration, Web Services
Education
Fordham University - Graduate School of Business Administration 2006 — 2007
MBA, Management Systems; an International Business Designation
Yonsei University 1990 — 1996
Master, Mechanical Engineering
TubeMogul, Inc. October 2014 - Present
Turn.com April 2011 - September 2014
ContextWeb (now PulsePoint) June 2007 - April 2011
Bank of America June 2006 - May 2007
MetLife, Inc March 2006 - April 2006
BMC Software January 2003 - December 2004
PIONSOFT January 2001 - January 2002
PIONSOFT January 2000 - January 2001
SAMSUNG Aerospace & Precision Engineering January 1998 - January 2000
SAMSUNG Aerospace & Precision Engineering January 1996 - January 1998
Skills
Process Improvement, Engineering, Software, Agile Methodologies, Quality Assurance, Testing, C#, Test Automation, Software Engineering, Scrum, Agile Project Management, Product Management, Cross-functional Team..., Analytics, Software Project..., Product Development, Data Analysis, Project Management, Oracle, Online Advertising, Databases, Business Analysis, Linux, Software Development, XML, Training, Integration, Web Services
Education
Fordham University - Graduate School of Business Administration 2006 — 2007
MBA, Management Systems; an International Business Designation
Yonsei University 1990 — 1996
Master, Mechanical Engineering
Diego Cortes Diego Cortes's Bank of America Experience April 1989 - August 1992
Job FX Currency Trading (25+ years)
Industry Financial Services
Experience
GAIN GTX September 2015 - Present
LATAM FX Partners January 2013 - August 2015
GAIN Capital April 2006 - January 2013
CortesGroup, Inc. January 2000 - April 2006
Wells Fargo Bank February 2003 - September 2003
Societe Generale Bank UK May 1998 - January 2000
Societe Generale Bank US April 1996 - May 1998
Tokai Bank (now Bank of Tokyo-Mitsubishi UFJ) October 1993 - April 1996
Bank Austria AG (now HypoVereinsbank) August 1992 - October 1993
Bank of America April 1989 - August 1992
Skills
FX trading, Trading Systems, Currency, Foreign Exchange, Trading, Electronic Trading, Traders, Options, Swaps, Fixed Income, Financial Analysis, Financial Modeling, Bonds, FX Trading, Management, Securities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA), Finance & Computer Information Systems
GAIN GTX September 2015 - Present
LATAM FX Partners January 2013 - August 2015
GAIN Capital April 2006 - January 2013
CortesGroup, Inc. January 2000 - April 2006
Wells Fargo Bank February 2003 - September 2003
Societe Generale Bank UK May 1998 - January 2000
Societe Generale Bank US April 1996 - May 1998
Tokai Bank (now Bank of Tokyo-Mitsubishi UFJ) October 1993 - April 1996
Bank Austria AG (now HypoVereinsbank) August 1992 - October 1993
Bank of America April 1989 - August 1992
Skills
FX trading, Trading Systems, Currency, Foreign Exchange, Trading, Electronic Trading, Traders, Options, Swaps, Fixed Income, Financial Analysis, Financial Modeling, Bonds, FX Trading, Management, Securities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Hofstra University
Bachelor of Business Administration (BBA), Finance & Computer Information Systems
Adam Flett's Bank of America Experience August 2014 - Present
Job Director Global Liquidity Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
Bank of America October 2012 - August 2014
Bank of America June 2011 - September 2012
Bank of America June 2008 - June 2011
Charles River Development March 2006 - May 2008
Omgeo January 2004 - March 2006
Financial Sciences Corporation July 1999 - January 2004
Skills
Basel II, Credit Risk, Market Risk, Derivatives, Electronic Trading, Trading Systems, Charles River IMS, Omgeo Oasys, SQL, Risk Management, SDLC, Finance, Financial Services, Financial Risk, Market Data, Basel III, Securities, Project Management, Treasury Management, Management, Back Office, Equities, Trading, Options, Stress Testing, Investment Banking, Hedge Funds, Strategy, FX Options, Fixed Income, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, Bonds, Swaps, Credit, Investment Management, Financial Markets, Middle Office
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance & Management (Dual Major)
Villanova University 1995 — 1999
BS, Finance & Management Information Systems (Dual Major)
Bank of America August 2014 - Present
Bank of America October 2012 - August 2014
Bank of America June 2011 - September 2012
Bank of America June 2008 - June 2011
Charles River Development March 2006 - May 2008
Omgeo January 2004 - March 2006
Financial Sciences Corporation July 1999 - January 2004
Skills
Basel II, Credit Risk, Market Risk, Derivatives, Electronic Trading, Trading Systems, Charles River IMS, Omgeo Oasys, SQL, Risk Management, SDLC, Finance, Financial Services, Financial Risk, Market Data, Basel III, Securities, Project Management, Treasury Management, Management, Back Office, Equities, Trading, Options, Stress Testing, Investment Banking, Hedge Funds, Strategy, FX Options, Fixed Income, Bloomberg, Capital Markets, Portfolio Management, Asset Managment, Bonds, Swaps, Credit, Investment Management, Financial Markets, Middle Office
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance & Management (Dual Major)
Villanova University 1995 — 1999
BS, Finance & Management Information Systems (Dual Major)
Himanshu Udeshi's Bank of America Experience November 2009 - January 2014
Job Director at KPMG
Industry Investment Banking
Experience
KPMG US January 2014 - Present
Bank of America November 2009 - January 2014
Barclays Capital January 1999 - November 2009
Citibank NA (Thailand) December 1995 - May 1998
Syntel Inc (India) October 1994 - November 1995
Skills
Business Strategy, Business Analysis, Banking, Capital Markets, Credit, Credit Derivatives
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Dual (Management and Finance)
University of Mumbai
Physics
KPMG US January 2014 - Present
Bank of America November 2009 - January 2014
Barclays Capital January 1999 - November 2009
Citibank NA (Thailand) December 1995 - May 1998
Syntel Inc (India) October 1994 - November 1995
Skills
Business Strategy, Business Analysis, Banking, Capital Markets, Credit, Credit Derivatives
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Dual (Management and Finance)
University of Mumbai
Physics
Kelley Krull's Bank of America Experience Vice President, Relationship Manager Business BankingFifth Third BankSeptember 2009 - Present
Job Vice President, Relationship Manager Business Banking at Fifth Third Bank
Industry Banking
Experience
Bank of America Vice President, Relationship Manager Business BankingFifth Third BankSeptember 2009 - Present
Heartland Bank 1998 - 2004
Heartland Bank 1998 - 2004
Education
Fontbonne University 2003 — 2005
Cor Jesu Academy 1992 — 1996
General
Bank of America Vice President, Relationship Manager Business BankingFifth Third BankSeptember 2009 - Present
Heartland Bank 1998 - 2004
Heartland Bank 1998 - 2004
Education
Fontbonne University 2003 — 2005
Cor Jesu Academy 1992 — 1996
General
Patricia J. Kuadey's Bank of America Experience January 2001 - March 2002
Job PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers July 2005 - Present
Citigroup February 2004 - May 2005
CitiFinancial Mortgage April 2002 - February 2004
Bank of America January 2001 - March 2002
Allegiant Bank April 2000 - December 2000
First Bank August 1998 - April 2000
Skills
Leadership, Auditing, Internal Controls, Internal Audit, COSO, Management, External Audit, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Governance, Financial Analysis, GAAP
Education
Fontbonne University
B.A., Business
PricewaterhouseCoopers July 2005 - Present
Citigroup February 2004 - May 2005
CitiFinancial Mortgage April 2002 - February 2004
Bank of America January 2001 - March 2002
Allegiant Bank April 2000 - December 2000
First Bank August 1998 - April 2000
Skills
Leadership, Auditing, Internal Controls, Internal Audit, COSO, Management, External Audit, Sarbanes-Oxley Act, Accounting, Enterprise Risk..., Governance, Financial Analysis, GAAP
Education
Fontbonne University
B.A., Business
Cathy Voyles's Bank of America Experience May 2001 - Present
Job Custom Underwriter at Bank of America
Industry Banking
Experience
Bank of America May 2001 - Present
Skills
Banking
Education
Fontbonne University 1995 — 1997
MBA
Missouri State University 1989 — 1993
BS, Business/Management
Bank of America May 2001 - Present
Skills
Banking
Education
Fontbonne University 1995 — 1997
MBA
Missouri State University 1989 — 1993
BS, Business/Management
Greg Fontanini's Bank of America Experience June 1981 - April 1984
Job Independent
Industry Information Technology and Services
Experience
Hewlett Packard April 1997 - May 2007
Pacific Bell (AT&T) October 1996 - April 1997
Hewlett Packard October 1995 - October 1996
The Corporate Software Integrator (TCSI) August 1995 - October 1995
Wells Fargo Bank September 1991 - March 1995
Federal Reserve Bank of San Francisco April 1990 - September 1991
Wells Fargo Bank April 1984 - April 1990
Bank of America June 1981 - April 1984
Dept of Computer Science, U of Nebraska September 1979 - May 1981
Human Communications Laboratories (Boystown Institute) August 1978 - May 1979
Education
Foothill College 2008 — 2010
University of Nebraska-Lincoln
MS, Computer Science
University of Nebraska at Omaha
BA, Philosophy
Hewlett Packard April 1997 - May 2007
Pacific Bell (AT&T) October 1996 - April 1997
Hewlett Packard October 1995 - October 1996
The Corporate Software Integrator (TCSI) August 1995 - October 1995
Wells Fargo Bank September 1991 - March 1995
Federal Reserve Bank of San Francisco April 1990 - September 1991
Wells Fargo Bank April 1984 - April 1990
Bank of America June 1981 - April 1984
Dept of Computer Science, U of Nebraska September 1979 - May 1981
Human Communications Laboratories (Boystown Institute) August 1978 - May 1979
Education
Foothill College 2008 — 2010
University of Nebraska-Lincoln
MS, Computer Science
University of Nebraska at Omaha
BA, Philosophy
Christopher Masi's Bank of America Experience January 2000 - January 2001
Job Senior Vice President of Global Trading at Abel/Noser Corp
Industry Financial Services
Experience
Abel/Noser Corp June 2010 - Present
NATIXIS BLEICHROEDER LLC September 2001 - June 2010
Bank of America January 2000 - January 2001
Bank of America August 1998 - December 2000
Skills
Equities, Trading, Series 7, Series 63, Trading Systems, FX, Electronic Trading, TCA, Market Structure, Program Trading, Bloomberg, Equity Trading, Trading System, Fidessa, Transaction Support, Execution Management...
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Executive MBA
Sacred Heart University 1993 — 1997
BS, Business and Psychology
Abel/Noser Corp June 2010 - Present
NATIXIS BLEICHROEDER LLC September 2001 - June 2010
Bank of America January 2000 - January 2001
Bank of America August 1998 - December 2000
Skills
Equities, Trading, Series 7, Series 63, Trading Systems, FX, Electronic Trading, TCA, Market Structure, Program Trading, Bloomberg, Equity Trading, Trading System, Fidessa, Transaction Support, Execution Management...
Education
Fordham University - Graduate School of Business Administration 2007 — 2009
Executive MBA
Sacred Heart University 1993 — 1997
BS, Business and Psychology
Denise Day-Vermillion's Bank of America Experience February 2013 - Present
Job Technical Writer
Industry Writing and Editing
Experience
Bank of America February 2013 - Present
Bank of America April 2011 - October 2012
Delegata November 2007 - November 2009
SNSC (SN Servicing Corp) July 2005 - August 2007
DST Output 1998 - 2004
HealthCare Compare Corp April 1991 - December 1997
Powell Electronics 1980 - 1986
Skills
Microsoft Office, Visio, User Guides, SDLC, Software Documentation, Requirements Analysis, Technical Documentation, Business Analysis, Process Improvement, SharePoint, Project Management, Quality Assurance, Program Management, Editing, Adobe Acrobat, Content Management, Manuals, Requirements Gathering, Testing, MS Project, Training
Education
San Jose State University 1972 — 1976
BS, Physical Education
Foothill College 1969 — 1971
AA, Physical Education
Awalt High School 1965 — 1969
High School Diploma, General Education
Bank of America February 2013 - Present
Bank of America April 2011 - October 2012
Delegata November 2007 - November 2009
SNSC (SN Servicing Corp) July 2005 - August 2007
DST Output 1998 - 2004
HealthCare Compare Corp April 1991 - December 1997
Powell Electronics 1980 - 1986
Skills
Microsoft Office, Visio, User Guides, SDLC, Software Documentation, Requirements Analysis, Technical Documentation, Business Analysis, Process Improvement, SharePoint, Project Management, Quality Assurance, Program Management, Editing, Adobe Acrobat, Content Management, Manuals, Requirements Gathering, Testing, MS Project, Training
Education
San Jose State University 1972 — 1976
BS, Physical Education
Foothill College 1969 — 1971
AA, Physical Education
Awalt High School 1965 — 1969
High School Diploma, General Education
William Ivey's Bank of America Experience VP - Operational Risk ManagerJPMorgan ChaseAugust 1996 - August 2006
Job Risk Manager
Industry Banking
Experience
Bank of America VP - Operational Risk ManagerJPMorgan ChaseAugust 1996 - August 2006
Manatee Chamber of Commerce May 1994 - August 1996
Education
Florida State University - College of Business 1993 — 1994
MBA, Business Administration
University of South Florida 1991 — 1993
B.S., Business Administration
Bank of America VP - Operational Risk ManagerJPMorgan ChaseAugust 1996 - August 2006
Manatee Chamber of Commerce May 1994 - August 1996
Education
Florida State University - College of Business 1993 — 1994
MBA, Business Administration
University of South Florida 1991 — 1993
B.S., Business Administration
Peyton Smith's Bank of America Experience March 2010 - January 2011
Job Production Assistant at RPM Mortgage, Inc.
Industry Real Estate
Experience
RPM Mortgage, Inc. May 2014 - Present
Mason-McDuffie Mortgage January 2014 - May 2014
Emery Financial August 2012 - November 2013
Landmark Mortgage Group January 2011 - August 2012
Bank of America March 2010 - January 2011
NorthPoint Real Estate Investment Services October 2004 - March 2009
Diversified Capital Funding 2000 - 2004
IMX 1996 - 2000
Skills
FHA, Mortgage Lending, Loans, Loan Origination, Refinance, VA loans, Mortgage Banking, Residential Homes, FHA financing, Investment Properties, Residential Mortgages, Credit, First Time Home Buyers
Education
Foothill College 1976 — 1978
Castilleja High School
RPM Mortgage, Inc. May 2014 - Present
Mason-McDuffie Mortgage January 2014 - May 2014
Emery Financial August 2012 - November 2013
Landmark Mortgage Group January 2011 - August 2012
Bank of America March 2010 - January 2011
NorthPoint Real Estate Investment Services October 2004 - March 2009
Diversified Capital Funding 2000 - 2004
IMX 1996 - 2000
Skills
FHA, Mortgage Lending, Loans, Loan Origination, Refinance, VA loans, Mortgage Banking, Residential Homes, FHA financing, Investment Properties, Residential Mortgages, Credit, First Time Home Buyers
Education
Foothill College 1976 — 1978
Castilleja High School
Jim Anthony's Bank of America Experience 1999 - 2006
Job
Industry Financial Services
Experience
Accenture January 2014 - Present
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
SunTrust Banks, Inc. November 2010 - November 2013
Corporate Real Estate Solutions August 2008 - November 2010
BankAtlantic May 2006 - July 2008
Stanford Financial 2008 - 2008
Casa Antiguo de Panama 2008 - 2008
Bank of America 1999 - 2006
First Union National Bank 1999 - 2000
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Treasury Management, Credit Analysis, Risk Management, Small Business Lending, Financial Analysis, Financial Modeling, Credit Risk, Treasury Services, Financial Risk, Consumer Lending, Commercial Lending, Retail Banking, Cash Management, Credit Cards, Corporate Finance, Strategy, Forecasting, Finance, Analysis, Financial Reporting, Process Improvement, Business Development, Accounting, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance / International Banking
University of Missouri-Columbia 1982 — 1986
BS, Banking, Corporate, Finance, and Securities Law
Accenture January 2014 - Present
Credit Suisse 2015 - 2015
Credit Suisse 2015 - 2015
SunTrust Banks, Inc. November 2010 - November 2013
Corporate Real Estate Solutions August 2008 - November 2010
BankAtlantic May 2006 - July 2008
Stanford Financial 2008 - 2008
Casa Antiguo de Panama 2008 - 2008
Bank of America 1999 - 2006
First Union National Bank 1999 - 2000
Skills
Banking, Loans, Credit, Commercial Banking, Portfolio Management, Treasury Management, Credit Analysis, Risk Management, Small Business Lending, Financial Analysis, Financial Modeling, Credit Risk, Treasury Services, Financial Risk, Consumer Lending, Commercial Lending, Retail Banking, Cash Management, Credit Cards, Corporate Finance, Strategy, Forecasting, Finance, Analysis, Financial Reporting, Process Improvement, Business Development, Accounting, Investments
Education
Fordham University - Graduate School of Business Administration 1993 — 1995
MBA, Finance / International Banking
University of Missouri-Columbia 1982 — 1986
BS, Banking, Corporate, Finance, and Securities Law
Amanda Everett-Timme's Bank of America Experience September 2012 - March 2014
Job Jr. National Operations Manager at LOGS Network
Industry Law Practice
Experience
LOGS Network April 2014 - Present
Bank of America September 2012 - March 2014
Citi April 2012 - September 2012
Kozeny & McCubbin, LC September 2003 - March 2012
Kozeny & McCubbin, LC July 2006 - November 2008
Skills
Customer Service, Litigation, Foreclosures, Bankruptcy, Sales, Real Estate, Management, Legal Research, Employee Relations, Courts, Policy, Due Diligence, Mediation, Mortgage Banking, Westlaw, Mortgage Lending
Education
Fontbonne University 2005 — 2007
Masters, Business
Fontbonne University 1999 — 2002
Bachelor's, English
LOGS Network April 2014 - Present
Bank of America September 2012 - March 2014
Citi April 2012 - September 2012
Kozeny & McCubbin, LC September 2003 - March 2012
Kozeny & McCubbin, LC July 2006 - November 2008
Skills
Customer Service, Litigation, Foreclosures, Bankruptcy, Sales, Real Estate, Management, Legal Research, Employee Relations, Courts, Policy, Due Diligence, Mediation, Mortgage Banking, Westlaw, Mortgage Lending
Education
Fontbonne University 2005 — 2007
Masters, Business
Fontbonne University 1999 — 2002
Bachelor's, English
Dennis C Hill's Bank of America Experience January 2006 - Present
Job Experienced Mortgage Banker
Industry Banking
Experience
Bank of America January 2006 - Present
Nexstar Financial September 2000 - January 2006
Education
Fontbonne University 1997 — 1999
Bank of America January 2006 - Present
Nexstar Financial September 2000 - January 2006
Education
Fontbonne University 1997 — 1999
Tonya Aubrey-Nelle's Bank of America Experience May 2008 - October 2011
Job Mortgage Loan Underwriter 3 at Citi
Industry Financial Services
Experience
CitiMortgage February 2013 - Present
Wells Fargo Home Mortgage October 2011 - February 2013
Bank of America May 2008 - October 2011
Southwest Bank/M&I Bank August 2007 - March 2008
CreveCor Mortgage/Heartland Wholesale Funding September 2003 - August 2007
Convergys Corporation May 2001 - August 2003
Skills
Mortgage Lending, Loans, Mortgage Underwriting, Refinance, Residential Mortgages, FHA, Reverse Mortgages, Construction Loans, Credit, Mortgage Banking
Education
Fontbonne University 2005 — 2008
Bachelor's degree, Business Administration
CitiMortgage February 2013 - Present
Wells Fargo Home Mortgage October 2011 - February 2013
Bank of America May 2008 - October 2011
Southwest Bank/M&I Bank August 2007 - March 2008
CreveCor Mortgage/Heartland Wholesale Funding September 2003 - August 2007
Convergys Corporation May 2001 - August 2003
Skills
Mortgage Lending, Loans, Mortgage Underwriting, Refinance, Residential Mortgages, FHA, Reverse Mortgages, Construction Loans, Credit, Mortgage Banking
Education
Fontbonne University 2005 — 2008
Bachelor's degree, Business Administration
Dean Fabro's Bank of America Experience 1967 - 1987
Job Vice President Commercial Business Development Officer
Industry Banking
Experience
Bay Commercial Bank May 2014 - April 2015
Bank of the West September 2010 - October 2013
First National Bank (aka Santa Barbara Bank & Turst) October 2008 - January 2010
First Republic Banik (aka Bank of Walnut Creek/Merrill Lynch) 2005 - 2008
Citibank 1995 - 2005
First Nationwide Bank (aka California Federal Bank) 1995 - 2005
Great Western Bank November 1987 - May 1995
Great Western Bank 1987 - 1995
Bank of America 1967 - 1987
Skills
Banking, Commercial Banking, Business Development, Retail Banking, Loans, Mergers & Acquisitions, Program Management, Credit, Team Leadership, Marketing Strategy, Recruiting, Sales Management, Marketing, Sales, Risk Management, Management, Commercial Lending, Credit Analysis
Education
Pacific Coast Banking School, University of Washington 1987 — 1987
N/A, banking and finance
American Institute of Banking 1967 — 1987
na, Banking and current banking trends in management, technology and human resources, na
San Jose State University 1966 — 1967
na, Business Administration and Management, General, na
Foothill College 1963 — 1965
Bay Commercial Bank May 2014 - April 2015
Bank of the West September 2010 - October 2013
First National Bank (aka Santa Barbara Bank & Turst) October 2008 - January 2010
First Republic Banik (aka Bank of Walnut Creek/Merrill Lynch) 2005 - 2008
Citibank 1995 - 2005
First Nationwide Bank (aka California Federal Bank) 1995 - 2005
Great Western Bank November 1987 - May 1995
Great Western Bank 1987 - 1995
Bank of America 1967 - 1987
Skills
Banking, Commercial Banking, Business Development, Retail Banking, Loans, Mergers & Acquisitions, Program Management, Credit, Team Leadership, Marketing Strategy, Recruiting, Sales Management, Marketing, Sales, Risk Management, Management, Commercial Lending, Credit Analysis
Education
Pacific Coast Banking School, University of Washington 1987 — 1987
N/A, banking and finance
American Institute of Banking 1967 — 1987
na, Banking and current banking trends in management, technology and human resources, na
San Jose State University 1966 — 1967
na, Business Administration and Management, General, na
Foothill College 1963 — 1965
Terri Moohan's Bank of America Experience February 2009 - November 2009
Job mortgage processor @ USAA
Industry Financial Services
Experience
USAA Federal Savings Bank August 2010 - Present
Mortgage Investors 2009 - 2010
Bank of America February 2009 - November 2009
equilliance 2003 - 2007
American Residential Lending, Inc. August 2000 - May 2003
Education
Florida State University - College of Business 1981 — 1985
BS, Business Management
USAA Federal Savings Bank August 2010 - Present
Mortgage Investors 2009 - 2010
Bank of America February 2009 - November 2009
equilliance 2003 - 2007
American Residential Lending, Inc. August 2000 - May 2003
Education
Florida State University - College of Business 1981 — 1985
BS, Business Management
Patricia (Zaleski) Buchholz's Bank of America Experience November 2009 - February 2012
Job Experienced Branch Banking
Industry Banking
Experience
Bluprint 314 April 2014 - June 2014
Master Benefit Group February 2012 - October 2013
Bank of America November 2009 - February 2012
Midwest BankCentre September 2007 - April 2009
Centurion Scientific Ltd August 2006 - February 2007
The Disney Store/The Childrens Place September 2005 - September 2006
Midwest BankCentre October 1999 - October 2005
Montgomery Bank August 1998 - August 1999
Roosevelt Bank (merged with Mercantile Bank) 1991 - 1997
Electronic Data Systems, Inc. 1988 - 1991
Skills
Supervisory Skills, Training, Project Management, Office Management, Organization, Customer Retention, Brand Management, Research, New Business Development, Financial Analysis, Banking, HR Policies, Internal Audit, Account Reconciliation, Commercial Banking, Finance, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Cashiering, E-Learning, Accounting, Data Entry, PowerPoint, Mortgage Lending, Customer Service, Sales, Budgets, Credit, Loans, Leadership
Education
Fontbonne University 1996 — 1999
B.S., Buisness
Bluprint 314 April 2014 - June 2014
Master Benefit Group February 2012 - October 2013
Bank of America November 2009 - February 2012
Midwest BankCentre September 2007 - April 2009
Centurion Scientific Ltd August 2006 - February 2007
The Disney Store/The Childrens Place September 2005 - September 2006
Midwest BankCentre October 1999 - October 2005
Montgomery Bank August 1998 - August 1999
Roosevelt Bank (merged with Mercantile Bank) 1991 - 1997
Electronic Data Systems, Inc. 1988 - 1991
Skills
Supervisory Skills, Training, Project Management, Office Management, Organization, Customer Retention, Brand Management, Research, New Business Development, Financial Analysis, Banking, HR Policies, Internal Audit, Account Reconciliation, Commercial Banking, Finance, Office Administration, Microsoft Office, Microsoft Excel, Microsoft Word, Cashiering, E-Learning, Accounting, Data Entry, PowerPoint, Mortgage Lending, Customer Service, Sales, Budgets, Credit, Loans, Leadership
Education
Fontbonne University 1996 — 1999
B.S., Buisness
Shekeita Sproaps's Bank of America Experience June 1996 - August 2001
Job Calendar Management Support Associate at American Red Cross
Industry Professional Training & Coaching
Experience
American Red Cross August 2001 - Present
American Red Cross August 2001 - July 2012
Bank of America June 1996 - August 2001
Skills
Proficient in Microsoft..., Project Management, Customer Service, Result Oriented, Business Planning, Employee Training, Business Coaching, Executive Level...
Education
Fontbonne University 2005 — 2009
Organizational Development, Business Administration and Management, General
American Red Cross August 2001 - Present
American Red Cross August 2001 - July 2012
Bank of America June 1996 - August 2001
Skills
Proficient in Microsoft..., Project Management, Customer Service, Result Oriented, Business Planning, Employee Training, Business Coaching, Executive Level...
Education
Fontbonne University 2005 — 2009
Organizational Development, Business Administration and Management, General
Janet Van Zanen's Bank of America Experience July 2013 - May 2014
Job District Sales Manager at U.S. Bank Home Mortgage Diablo/Santa Cruz markets NMLS #669380 (831)2345124
Industry Banking
Experience
U.S. Bank March 2015 - Present
Bank of America July 2013 - May 2014
Chase Bank September 2008 - April 2013
Washington Mutual Bank November 1997 - September 2008
EurekaBank May 1989 - October 1997
Bell Savings July 1981 - June 1988
Skills
Loans, Management, Mortgage Lending, Loan Origination, Sales, Retail Banking, Sales Management, Business Development, Customer Service, Finance, Human Resources, Mergers & Acquisitions, Time Management, Branch Banking, Credit, Banking, Mortgage Banking, Consumer Lending, Credit Analysis, Refinance
Education
Lawton School - Palo Alto, CA 1974 — 1975
Medical Assistant, Medical/Clinical Assistant, 4.0
Foothill College 1973 — 1974
associate of Arts, 4.0
U.S. Bank March 2015 - Present
Bank of America July 2013 - May 2014
Chase Bank September 2008 - April 2013
Washington Mutual Bank November 1997 - September 2008
EurekaBank May 1989 - October 1997
Bell Savings July 1981 - June 1988
Skills
Loans, Management, Mortgage Lending, Loan Origination, Sales, Retail Banking, Sales Management, Business Development, Customer Service, Finance, Human Resources, Mergers & Acquisitions, Time Management, Branch Banking, Credit, Banking, Mortgage Banking, Consumer Lending, Credit Analysis, Refinance
Education
Lawton School - Palo Alto, CA 1974 — 1975
Medical Assistant, Medical/Clinical Assistant, 4.0
Foothill College 1973 — 1974
associate of Arts, 4.0
Valerie Bixby's Bank of America Experience September 2014 - Present
Job Sr Treasury Sales Analyst at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Bank of America June 2012 - September 2014
Bank of America July 2009 - June 2012
Bank of America March 2006 - July 2009
EverBank January 2005 - February 2006
Skills
Commercial Banking, Credit
Education
Florida State University - College of Business 2001 — 2004
Business, Finance, Real Estate
Bank of America September 2014 - Present
Bank of America June 2012 - September 2014
Bank of America July 2009 - June 2012
Bank of America March 2006 - July 2009
EverBank January 2005 - February 2006
Skills
Commercial Banking, Credit
Education
Florida State University - College of Business 2001 — 2004
Business, Finance, Real Estate
Brian Spletzer's Bank of America Experience December 2008 - Present
Job Managing Director, Credit and Banking
Industry Financial Services
Experience
Bank of America December 2008 - Present
Merrill Lynch 1990 - 2008
Merrill Lynch 1985 - 2008
Skills
Series 7, Wealth Management, Equities, Fixed Income, Securities, Series 63, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Mutual Funds, Investment Banking, Financial Services
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
University of Connecticut 1981 — 1985
BA, Economicas
Bank of America December 2008 - Present
Merrill Lynch 1990 - 2008
Merrill Lynch 1985 - 2008
Skills
Series 7, Wealth Management, Equities, Fixed Income, Securities, Series 63, Alternative Investments, Investments, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Mutual Funds, Investment Banking, Financial Services
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
University of Connecticut 1981 — 1985
BA, Economicas
Shannon Platt's Bank of America Experience March 2010 - Present
Job VP, Approval Officer at Bank of America
Industry Financial Services
Experience
Bank of America March 2010 - Present
Aurora Bank FSB April 2009 - September 2010
GE Real Estate October 1999 - February 2009
GE Commercial Finance August 1998 - October 1999
Norwest Financial Leasing, Inc. September 1996 - July 1998
Six Flags St. Louis 1992 - 1996
Skills
Six Sigma, Financial Analysis, Program Management, Finance, Credit, Loans, Banking, Credit Analysis, Commercial Lending, Portfolio Management, Commercial Banking, Credit Risk
Education
Fontbonne University 1997 — 1999
MBA, Masters of Business Administration
University of Missouri-Columbia 1991 — 1995
BA, Management, Psychology, Sociology
Bank of America March 2010 - Present
Aurora Bank FSB April 2009 - September 2010
GE Real Estate October 1999 - February 2009
GE Commercial Finance August 1998 - October 1999
Norwest Financial Leasing, Inc. September 1996 - July 1998
Six Flags St. Louis 1992 - 1996
Skills
Six Sigma, Financial Analysis, Program Management, Finance, Credit, Loans, Banking, Credit Analysis, Commercial Lending, Portfolio Management, Commercial Banking, Credit Risk
Education
Fontbonne University 1997 — 1999
MBA, Masters of Business Administration
University of Missouri-Columbia 1991 — 1995
BA, Management, Psychology, Sociology
Carolina Schaefer's Bank of America Experience June 2005 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America June 2005 - Present
NAMC 2006 - 2011
Citibank 2004 - 2006
Republic National Bank 1989 - 1993
Skills
Business Development, Financial Analysis, Financial Modeling, Business Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Long Island University - CW Post 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America June 2005 - Present
NAMC 2006 - 2011
Citibank 2004 - 2006
Republic National Bank 1989 - 1993
Skills
Business Development, Financial Analysis, Financial Modeling, Business Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Long Island University - CW Post 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Allen McDonald's Bank of America Experience October 2001 - May 2004
Job Tour Coach Operator
Industry Leisure, Travel & Tourism
Experience
Lux Bus America May 2010 - Present
Werner Enterprises March 2010 - May 2010
Edison Transportaion February 2010 - March 2010
LeGrande Affaire World Wide Ground Transportation 2007 - 2009
Bank of America October 2001 - May 2004
eScore October 2000 - May 2001
FedEx Office October 1989 - May 2001
Verizon Wireless February 2000 - May 2000
Skills
Microsoft Office, Customer Service, Microsoft Certified..., Commercial Driving, Sales, Leadership, Hospitality, Windows, Outlook, Logistics, Team Building, Operations Management, Online Marketing, Event Management, Tourism, Inventory Management
Education
Foothill College 1989 — 1991
Lux Bus America May 2010 - Present
Werner Enterprises March 2010 - May 2010
Edison Transportaion February 2010 - March 2010
LeGrande Affaire World Wide Ground Transportation 2007 - 2009
Bank of America October 2001 - May 2004
eScore October 2000 - May 2001
FedEx Office October 1989 - May 2001
Verizon Wireless February 2000 - May 2000
Skills
Microsoft Office, Customer Service, Microsoft Certified..., Commercial Driving, Sales, Leadership, Hospitality, Windows, Outlook, Logistics, Team Building, Operations Management, Online Marketing, Event Management, Tourism, Inventory Management
Education
Foothill College 1989 — 1991
Dj Leedy's Bank of America Experience 1996 - October 1998
Job SR MIS Analyst at AnheuserBusch
Industry Consumer Goods
Experience
Anheuser-Busch InBev 2008 - Present
Anheuser-Busch 2007 - Present
AB-InBev 1998 - 2012
anheuser-busch 2000 - 2009
Anheuser-Busch Companies, Inc. 1998 - 2008
Bank of America 1996 - October 1998
Skills
Visio, Business Analysis, Project Management, Security, Testing, SharePoint, Process Improvement, Software Documentation, Vendor Management, Troubleshooting, Disaster Recovery
Education
Fontbonne University 1998 — 2002
BBA, information systems/business
Anheuser-Busch InBev 2008 - Present
Anheuser-Busch 2007 - Present
AB-InBev 1998 - 2012
anheuser-busch 2000 - 2009
Anheuser-Busch Companies, Inc. 1998 - 2008
Bank of America 1996 - October 1998
Skills
Visio, Business Analysis, Project Management, Security, Testing, SharePoint, Process Improvement, Software Documentation, Vendor Management, Troubleshooting, Disaster Recovery
Education
Fontbonne University 1998 — 2002
BBA, information systems/business
Charlie Behrends's Bank of America Experience December 2013 - March 2015
Job Vice President, Business Banking at PNC Bank
Industry Banking
Experience
PNC 2015 - Present
Bank of America December 2013 - March 2015
Bank of America July 2012 - December 2013
Bank of America August 2009 - July 2012
Meramec Valley Bank April 2008 - April 2009
Southwest Bank of St. Louis (Missouri State Bank) August 2005 - April 2008
Bank of America January 2000 - August 2005
Skills
Banking, Loans, Credit, Small Business Lending, Commercial Lending, Investments, Talent Acquisition, Financial Analysis, Talent Management, Commercial Banking, Credit Risk, Sales Management, Employee Engagement, Credit Analysis, Coaching, New Business Development, Relationship Management
Education
Lindenwood University 2000 — 2003
MBA, Graduate Business Studies
Fontbonne University 1995 — 1998
BS, International Business
PNC 2015 - Present
Bank of America December 2013 - March 2015
Bank of America July 2012 - December 2013
Bank of America August 2009 - July 2012
Meramec Valley Bank April 2008 - April 2009
Southwest Bank of St. Louis (Missouri State Bank) August 2005 - April 2008
Bank of America January 2000 - August 2005
Skills
Banking, Loans, Credit, Small Business Lending, Commercial Lending, Investments, Talent Acquisition, Financial Analysis, Talent Management, Commercial Banking, Credit Risk, Sales Management, Employee Engagement, Credit Analysis, Coaching, New Business Development, Relationship Management
Education
Lindenwood University 2000 — 2003
MBA, Graduate Business Studies
Fontbonne University 1995 — 1998
BS, International Business
Martin Depenthal's Bank of America Experience January 1996 - September 1999
Job Alternative Commercial Finance Services
Industry Accounting
Experience
Martin Depenthal, MST, CPA, CFE October 2013 - Present
Tax Preparation February 2014 - April 2014
Internal Revenue Service January 2006 - October 2013
FinanSource, LC October 1999 - January 2006
Bank of America January 1996 - September 1999
Republic Acceptance Corporation 1993 - 1995
Mercantile Business Credit, Inc June 1989 - December 1993
First Asset Based Lending Group August 1983 - September 1988
Skills
Internal Controls, Tax Accounting, Auditing, General Ledger, Accounting, Tax Preparation, Credit, Tax Research, Due Diligence, Analysis, Income Tax, Tax Returns, Corporate Tax, Financial Reporting, Partnership Taxation, CPA, US Tax, Forensic Accounting, Tax Law, Finance, Commercial Lending, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Banking, Small Business Lending
Education
The University of Kansas 1975 — 1979
BS, Accounting and Business Administration
Fontbonne University
Masters, Taxation
Martin Depenthal, MST, CPA, CFE October 2013 - Present
Tax Preparation February 2014 - April 2014
Internal Revenue Service January 2006 - October 2013
FinanSource, LC October 1999 - January 2006
Bank of America January 1996 - September 1999
Republic Acceptance Corporation 1993 - 1995
Mercantile Business Credit, Inc June 1989 - December 1993
First Asset Based Lending Group August 1983 - September 1988
Skills
Internal Controls, Tax Accounting, Auditing, General Ledger, Accounting, Tax Preparation, Credit, Tax Research, Due Diligence, Analysis, Income Tax, Tax Returns, Corporate Tax, Financial Reporting, Partnership Taxation, CPA, US Tax, Forensic Accounting, Tax Law, Finance, Commercial Lending, Financial Analysis, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Banking, Small Business Lending
Education
The University of Kansas 1975 — 1979
BS, Accounting and Business Administration
Fontbonne University
Masters, Taxation
Prasan Singh's Bank of America Experience 2009 - Present
Job Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America 2009 - Present
Merrill Lynch 2000 - 2009
Skills
Project Management, Project Portfolio..., SDLC, PMO, Infrastructure, Vendor Management, Risk Management, IT Strategy, Business Analysis, Fixed Income, PMP, Trading Systems, Investment Banking, Enterprise Architecture, Program Management, Disaster Recovery, Equities, Change Management, Business Continuity, Integration, Software Project..., SharePoint, Data Center, ITIL, Governance, Banking, IT Management, Portfolio Management, MS Project, Business Process...
Education
Fordham Gabelli School of Business
MBA, Finance
Fordham Gabelli School of Business
MS, Information Systems
Bank of America 2009 - Present
Merrill Lynch 2000 - 2009
Skills
Project Management, Project Portfolio..., SDLC, PMO, Infrastructure, Vendor Management, Risk Management, IT Strategy, Business Analysis, Fixed Income, PMP, Trading Systems, Investment Banking, Enterprise Architecture, Program Management, Disaster Recovery, Equities, Change Management, Business Continuity, Integration, Software Project..., SharePoint, Data Center, ITIL, Governance, Banking, IT Management, Portfolio Management, MS Project, Business Process...
Education
Fordham Gabelli School of Business
MBA, Finance
Fordham Gabelli School of Business
MS, Information Systems
Victoria Noto-Gan's Bank of America Experience March 1996 - December 2005
Job Area Manager, VP at First Bank
Industry Banking
Experience
First Bank January 2006 - December 2012
Bank of America March 1996 - December 2005
Education
Fontbonne University 1987 — 1991
Finance
First Bank January 2006 - December 2012
Bank of America March 1996 - December 2005
Education
Fontbonne University 1987 — 1991
Finance
Ventrone Pam's Bank of America Experience April 2010 - March 2011
Job IT Restructure Program Director at Ally Financial Inc.
Industry Banking
Experience
Ally Financial Inc. May 2012 - Present
Ally Financial Inc. March 2011 - May 2012
Bank of America April 2010 - March 2011
Bank of America January 2006 - April 2010
Bank of America October 2003 - December 2005
Bank of America September 2001 - October 2003
Bank of America November 1999 - September 2001
Bank of America November 1997 - October 1999
Barnett Bank, Inc (Merged with NationsBank) November 1995 - November 1997
Citibank/ Citicorp April 1986 - 1995
Skills
Basel II, Management, Financial Risk, Change Management, Banking, Risk Management, Operational Risk..., Program Management, Integration, Financial Analysis, Leadership, Portfolio Management
Education
Florida State University - College of Business
Bachelor's degree, Accounting
Ally Financial Inc. May 2012 - Present
Ally Financial Inc. March 2011 - May 2012
Bank of America April 2010 - March 2011
Bank of America January 2006 - April 2010
Bank of America October 2003 - December 2005
Bank of America September 2001 - October 2003
Bank of America November 1999 - September 2001
Bank of America November 1997 - October 1999
Barnett Bank, Inc (Merged with NationsBank) November 1995 - November 1997
Citibank/ Citicorp April 1986 - 1995
Skills
Basel II, Management, Financial Risk, Change Management, Banking, Risk Management, Operational Risk..., Program Management, Integration, Financial Analysis, Leadership, Portfolio Management
Education
Florida State University - College of Business
Bachelor's degree, Accounting
Paul S. Regalado's Bank of America Experience April 2003 - August 2005
Job Resource Engineer at NSTAR Global Services
Industry Electrical/Electronic Manufacturing
Experience
NSTAR Global Services July 2010 - Present
Intevac Photonics Inc 2005 - 2010
Intevac Inc. 2005 - 2010
Bank of America April 2003 - August 2005
Skills
Semiconductor Industry, CVD, Vector, Speeds,..., Photonics, Semiconductors, Electronics, SPC, Thin Films, Design of Experiments, Engineering Management, Failure Analysis, Manufacturing, Metrology, Cross-functional Team..., CVD, Engineering, Troubleshooting, Continuous Improvement, Robotics, Lean Manufacturing, Six Sigma, Process Engineering, Silicon
Education
Foothill College 1972 — 1974
Associate's Degree, Mechanical Engineering, 3.4
Foothill College
AA in Mechanical Engineering
NSTAR Global Services July 2010 - Present
Intevac Photonics Inc 2005 - 2010
Intevac Inc. 2005 - 2010
Bank of America April 2003 - August 2005
Skills
Semiconductor Industry, CVD, Vector, Speeds,..., Photonics, Semiconductors, Electronics, SPC, Thin Films, Design of Experiments, Engineering Management, Failure Analysis, Manufacturing, Metrology, Cross-functional Team..., CVD, Engineering, Troubleshooting, Continuous Improvement, Robotics, Lean Manufacturing, Six Sigma, Process Engineering, Silicon
Education
Foothill College 1972 — 1974
Associate's Degree, Mechanical Engineering, 3.4
Foothill College
AA in Mechanical Engineering
Susan Haithcoat's Bank of America Experience July 2001 - February 2009
Job Post Closing Analyst at Rabo AgriFinance
Industry Banking
Experience
Rabo AgriFinance September 2009 - Present
H & R Block January 2003 - September 2009
Bank of America July 2001 - February 2009
US Bank (fka - Firstar, Mercantile, Mark Twain) August 1991 - July 2001
Education
Fontbonne University 2007 — 2010
BBA, Business Management
Hickey College 1989 — 1990
business, administration for business
Rabo AgriFinance September 2009 - Present
H & R Block January 2003 - September 2009
Bank of America July 2001 - February 2009
US Bank (fka - Firstar, Mercantile, Mark Twain) August 1991 - July 2001
Education
Fontbonne University 2007 — 2010
BBA, Business Management
Hickey College 1989 — 1990
business, administration for business
Kirk Nilson's Bank of America Experience July 2000 - July 2002
Job Entrepreneur
Industry Accounting
Experience
Nilson And Associates January 2015 - Present
VR Office Solutions January 2013 - Present
Satellite Healthcare February 2008 - May 2012
Genentech 2005 - 2007
PCS, Inc April 2003 - March 2004
Bank of America July 2000 - July 2002
Skills
Accounting, General Ledger, Analysis, Process Improvement, Microsoft Excel, Inventory Management, Microsoft Office, Finance, Payroll, Sarbanes-Oxley Act, Microsoft Word, Auditing, Software, Leadership, Integrated Marketing, Project Management, QuickBooks, PeopleSoft, Customer Service, Financial Analysis
Education
San Jose State University 2008 — 2011
BS, Accounting
Foothill College 2006 — 2008
AS, Accounting/Economics
Nilson And Associates January 2015 - Present
VR Office Solutions January 2013 - Present
Satellite Healthcare February 2008 - May 2012
Genentech 2005 - 2007
PCS, Inc April 2003 - March 2004
Bank of America July 2000 - July 2002
Skills
Accounting, General Ledger, Analysis, Process Improvement, Microsoft Excel, Inventory Management, Microsoft Office, Finance, Payroll, Sarbanes-Oxley Act, Microsoft Word, Auditing, Software, Leadership, Integrated Marketing, Project Management, QuickBooks, PeopleSoft, Customer Service, Financial Analysis
Education
San Jose State University 2008 — 2011
BS, Accounting
Foothill College 2006 — 2008
AS, Accounting/Economics
Nathan Baldasare's Bank of America Experience June 2014 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Morgan Stanley December 2011 - June 2014
LLOYDS TSB BANK June 2010 - August 2010
Citigroup January 2007 - August 2009
Citigroup October 2005 - January 2007
Piedmont Hawthorne May 2004 - May 2005
RJ Reynolds August 2002 - May 2004
Skills
Municipal Bonds, Financial Modeling, Tender Option Bonds, Interest Rate..., Equity Derivatives, Pitch Books, VBA, Microsoft Excel, US GAAP, IFRS, Capital Markets, CDS, Macroeconomics
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Accounting
University of Dayton 1999 — 2002
Bachelor of Science, Finance
Bank of America June 2014 - Present
Morgan Stanley December 2011 - June 2014
LLOYDS TSB BANK June 2010 - August 2010
Citigroup January 2007 - August 2009
Citigroup October 2005 - January 2007
Piedmont Hawthorne May 2004 - May 2005
RJ Reynolds August 2002 - May 2004
Skills
Municipal Bonds, Financial Modeling, Tender Option Bonds, Interest Rate..., Equity Derivatives, Pitch Books, VBA, Microsoft Excel, US GAAP, IFRS, Capital Markets, CDS, Macroeconomics
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Accounting
University of Dayton 1999 — 2002
Bachelor of Science, Finance
Timothy Floyd's Bank of America Experience 2015 - 2015
Job Master Scheduler at Special Metals Welding Products Company
Industry Consumer Goods
Experience
Special Metals Welding Products Company May 2014 - April 2015
Bank of America 2015 - 2015
Bank of America 2015 - 2015
RSI February 2013 - April 2014
Electrolux Professional November 2012 - February 2013
Pelton & Crane (Kavo) November 2011 - August 2012
SGL carbon April 2011 - July 2011
DYSTAR, LP January 2006 - January 2009
STEFANO FOODS, INC October 2002 - February 2005
APPLIED MATERIALS, INC March 1994 - September 2001
Skills
SAP R/3, Oracle, ManMan, SYSPRO, HP MM3000, Expandable, IBM CICS/COPICS, Access, Microsoft Excel, PowerPoint, MS Project, Microsoft Word, Management, Purchasing, SAP, Materials Management, Logistics, Continuous Improvement, Supply Chain Management, Six Sigma, Training, Project Planning, Lean Manufacturing, Analysis, Software Documentation, MRP, Product Development, Syspro, Process Improvement, Manufacturing, Supply Chain, Cross-functional Team...
Education
San Jose State University 1982 — 1987
Masters of Arts, Psychology; Human Factors & Ergonomics
San Jose State University 1980 — 1982
Bachelor of Arts, Psychology
Foothill College 1976 — 1980
Associate of Arts, Psychology
Sequoia Automotive Institute (now Wyotec) 1978 — 1979
N/A, General Automotive Repair
aptos high school
aptos high school
Special Metals Welding Products Company May 2014 - April 2015
Bank of America 2015 - 2015
Bank of America 2015 - 2015
RSI February 2013 - April 2014
Electrolux Professional November 2012 - February 2013
Pelton & Crane (Kavo) November 2011 - August 2012
SGL carbon April 2011 - July 2011
DYSTAR, LP January 2006 - January 2009
STEFANO FOODS, INC October 2002 - February 2005
APPLIED MATERIALS, INC March 1994 - September 2001
Skills
SAP R/3, Oracle, ManMan, SYSPRO, HP MM3000, Expandable, IBM CICS/COPICS, Access, Microsoft Excel, PowerPoint, MS Project, Microsoft Word, Management, Purchasing, SAP, Materials Management, Logistics, Continuous Improvement, Supply Chain Management, Six Sigma, Training, Project Planning, Lean Manufacturing, Analysis, Software Documentation, MRP, Product Development, Syspro, Process Improvement, Manufacturing, Supply Chain, Cross-functional Team...
Education
San Jose State University 1982 — 1987
Masters of Arts, Psychology; Human Factors & Ergonomics
San Jose State University 1980 — 1982
Bachelor of Arts, Psychology
Foothill College 1976 — 1980
Associate of Arts, Psychology
Sequoia Automotive Institute (now Wyotec) 1978 — 1979
N/A, General Automotive Repair
aptos high school
aptos high school
Nancy Farrell's Bank of America Experience August 2009 - Present
Job SVP Senior Change Manager at Bank of America
Industry Banking
Experience
Bank of America August 2009 - Present
Bank of America 1999 - 2009
Bank of America 1997 - 1999
Skills
Credit, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Loans, Banking, Portfolio Management, Mortgage Lending, Underwriting, Financial Risk, Risk Management, Asset Based Lending, Basel II, Capital Markets, Change Management, Cash Management, Cash Flow Lending, Coaching, Commercial Mortgages, Customer Service, Derivatives, Counterparty Risk, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Institutions, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Lines Of Credit, Liquidity Management, Loan Origination, Investment Banking, Interest Rate Risk..., Mortgage Banking, Mortgage Underwriting, Operational Risk, New Business Development, Process Improvement, Project Management, Refinance, Relationship Management, Residential Mortgages, Retail Banking, Small Business Lending, Strategic Planning, Structured Finance
Education
Fontbonne University 1993 — 1995
MBA
Indiana University - Kelley School of Business 1983 — 1985
BS, Finance
Bank of America August 2009 - Present
Bank of America 1999 - 2009
Bank of America 1997 - 1999
Skills
Credit, Credit Analysis, Commercial Lending, Commercial Banking, Credit Risk, Loans, Banking, Portfolio Management, Mortgage Lending, Underwriting, Financial Risk, Risk Management, Asset Based Lending, Basel II, Capital Markets, Change Management, Cash Management, Cash Flow Lending, Coaching, Commercial Mortgages, Customer Service, Derivatives, Counterparty Risk, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Institutions, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Lines Of Credit, Liquidity Management, Loan Origination, Investment Banking, Interest Rate Risk..., Mortgage Banking, Mortgage Underwriting, Operational Risk, New Business Development, Process Improvement, Project Management, Refinance, Relationship Management, Residential Mortgages, Retail Banking, Small Business Lending, Strategic Planning, Structured Finance
Education
Fontbonne University 1993 — 1995
MBA
Indiana University - Kelley School of Business 1983 — 1985
BS, Finance
Ann Nevins Pack's Bank of America Experience VP FinanceMerrill Lynch2001 - 2009
Job Senior Change Manager at Bank of America
Industry Banking
Experience
Bank of America VP FinanceMerrill Lynch2001 - 2009
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
MBA, Finance
Marist College 1989 — 1993
BS, Finance
Bank of America VP FinanceMerrill Lynch2001 - 2009
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
MBA, Finance
Marist College 1989 — 1993
BS, Finance
Sherry McDonald's Bank of America Experience December 2000 - July 2005
Job Analyst at Federal Reserve Bank of St. Louis
Industry Human Resources
Experience
Federal Reserve Bank of St. Louis April 2011 - Present
Commerce Bank July 2005 - November 2010
Bank of America December 2000 - July 2005
Ernst & Young April 2000 - December 2000
Commerce Bancshares, Inc. February 1997 - April 2000
Skills
Recruiting, Microsoft Excel, PowerPoint, Event Planning, Customer Service, Human Resources, Program Management
Education
Fontbonne University 2008 — 2010
Bachelor of Arts, Organizational Studies
Federal Reserve Bank of St. Louis April 2011 - Present
Commerce Bank July 2005 - November 2010
Bank of America December 2000 - July 2005
Ernst & Young April 2000 - December 2000
Commerce Bancshares, Inc. February 1997 - April 2000
Skills
Recruiting, Microsoft Excel, PowerPoint, Event Planning, Customer Service, Human Resources, Program Management
Education
Fontbonne University 2008 — 2010
Bachelor of Arts, Organizational Studies
Jasmine Fletcher's Bank of America Experience 2006 - 2014
Job Broker Care Manager
Industry Real Estate
Experience
Liberty Home Equity Solutions April 2015 - Present
Bank of America 2006 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Negotiation
Education
Folsom Lake College
Associate's Degree, Social and Behavioral Science
Liberty Home Equity Solutions April 2015 - Present
Bank of America 2006 - 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Negotiation
Education
Folsom Lake College
Associate's Degree, Social and Behavioral Science
Kevin Heaney's Bank of America Experience 1994 - 2000
Job Director, Head of FX Trading & Solutions at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2013 - Present
Merrill Lynch 2005 - 2013
Merrill Lynch 2000 - 2005
Bank of America 1994 - 2000
JP Morgan Chase 1986 - 1994
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Oswego
BS, Business Administration/Economics
Merrill Lynch 2013 - Present
Merrill Lynch 2005 - 2013
Merrill Lynch 2000 - 2005
Bank of America 1994 - 2000
JP Morgan Chase 1986 - 1994
Education
Fordham Gabelli School of Business
MBA, Finance
State University of New York at Oswego
BS, Business Administration/Economics
Isabel Yeung's Bank of America Experience April 2013 - Present
Job Bank of America Home Loan
Industry Financial Services
Experience
Bank of America April 2013 - Present
The Loan Story 2012 - 2013
global findings 2005 - 2012
San Antonio Dental 2002 - 2005
Chinaecnet 2000 - 2002
Skills
Loans, Mortgage Lending, Customer Service, Retail Banking, Microsoft Word, Consumer Lending, Loan Origination, Microsoft Office, FHA, Residential Mortgages, Refinance, Microsoft Excel, Mortgage Banking, Outlook, Finance
Education
Foothill College 1996 — 1999
Business Administration, Management and Operations
Foothill College 1996 — 1999
Associate of Arts (AA), Business Administration, Management and Operations
Bank of America April 2013 - Present
The Loan Story 2012 - 2013
global findings 2005 - 2012
San Antonio Dental 2002 - 2005
Chinaecnet 2000 - 2002
Skills
Loans, Mortgage Lending, Customer Service, Retail Banking, Microsoft Word, Consumer Lending, Loan Origination, Microsoft Office, FHA, Residential Mortgages, Refinance, Microsoft Excel, Mortgage Banking, Outlook, Finance
Education
Foothill College 1996 — 1999
Business Administration, Management and Operations
Foothill College 1996 — 1999
Associate of Arts (AA), Business Administration, Management and Operations
Fay Bernard's Bank of America Experience February 1987 - June 1988
Job Lead FCC at Tech CU
Industry Banking
Experience
Tech CU June 1999 - Present
California Federal Bank June 1989 - July 1999
first Nationwide Bank February 1987 - June 1989
Bank of America February 1987 - June 1988
Skills
Risk Management, Microsoft Excel, Business Analysis, Credit, Loans, Credit Analysis, Mortgage Lending
Education
Foothill College 1987 — 1988
Certificate, Banking and Financing
Foothill College
Certificate, Banking and Financing
Tech CU June 1999 - Present
California Federal Bank June 1989 - July 1999
first Nationwide Bank February 1987 - June 1989
Bank of America February 1987 - June 1988
Skills
Risk Management, Microsoft Excel, Business Analysis, Credit, Loans, Credit Analysis, Mortgage Lending
Education
Foothill College 1987 — 1988
Certificate, Banking and Financing
Foothill College
Certificate, Banking and Financing
Kevin Rende's Bank of America Experience July 2006 - September 2011
Job Assistant at Amwest Capital Mortgage
Industry Financial Services
Experience
PrimeLending September 2011 - July 2013
Bank of America July 2006 - September 2011
Kern Schools Federal Credit Union July 2004 - June 2006
Redwood Credit Union November 2000 - May 2004
Skills
Expert Communicator, FHA, Investors, Loans, Mortgage Lending, Credit, Refinance, USDA, First Time Home Buyers, Banking, Mortgage Banking, Residential Mortgages, Investment Properties, Government Loans, Short Sales, REO, 203K, Financial Analysis, VA loans, FHA financing, Certified Mortgage..., Home Equity, VA Loans
Education
CSU Sonoma 1998 — 2000
Bachelor of Arts, Hutchins School of Liberal Studies
Foothill College 1995 — 1998
Associate of Arts, Speech Communication
Junipero Serra High School 1991 — 1995
Diploma
PrimeLending September 2011 - July 2013
Bank of America July 2006 - September 2011
Kern Schools Federal Credit Union July 2004 - June 2006
Redwood Credit Union November 2000 - May 2004
Skills
Expert Communicator, FHA, Investors, Loans, Mortgage Lending, Credit, Refinance, USDA, First Time Home Buyers, Banking, Mortgage Banking, Residential Mortgages, Investment Properties, Government Loans, Short Sales, REO, 203K, Financial Analysis, VA loans, FHA financing, Certified Mortgage..., Home Equity, VA Loans
Education
CSU Sonoma 1998 — 2000
Bachelor of Arts, Hutchins School of Liberal Studies
Foothill College 1995 — 1998
Associate of Arts, Speech Communication
Junipero Serra High School 1991 — 1995
Diploma
Robin Hogan's Bank of America Experience February 2010 - May 2010
Job Mortgage Professional
Industry Financial Services
Experience
MetLife Home Loans August 2011 - February 2012
Wells Fargo Home Mortgage July 2010 - April 2011
Bank of America February 2010 - May 2010
Skills
Residential Mortgages
Education
Mid Florida Tech 1993 — 1994
Diploma - Certification, D C Electronics
Florida Technical College 1988 — 1992
Associate of Science (A.S.), Computer Science
MetLife Home Loans August 2011 - February 2012
Wells Fargo Home Mortgage July 2010 - April 2011
Bank of America February 2010 - May 2010
Skills
Residential Mortgages
Education
Mid Florida Tech 1993 — 1994
Diploma - Certification, D C Electronics
Florida Technical College 1988 — 1992
Associate of Science (A.S.), Computer Science
Earnestine Jones's Bank of America Experience October 1983 - May 1997
Job Sr Specialist Loss Mitigation dept at USDARural Housing
Industry Real Estate
Experience
USDA-Rural Housing May 1997 - Present
bank of america October 1983 - May 1997
Community Federal Savings and loan August 1980 - October 1983
Skills
Bankruptcy knowlege, Foreclosure Prevention, Foreclosure Properties, Process loss claime for...
Education
Fontbonne University 1993 — 1994
Paralegal certificate
Lincoln sr. High school 1959 — 1962
High School diploma, general studies
USDA-Rural Housing May 1997 - Present
bank of america October 1983 - May 1997
Community Federal Savings and loan August 1980 - October 1983
Skills
Bankruptcy knowlege, Foreclosure Prevention, Foreclosure Properties, Process loss claime for...
Education
Fontbonne University 1993 — 1994
Paralegal certificate
Lincoln sr. High school 1959 — 1962
High School diploma, general studies
Rachel Sharks's Bank of America Experience April 2007 - February 2008
Job Performance and Quality Oversight at Fannie Mae
Industry Financial Services
Experience
Fannie Mae November 2009 - Present
Wachovia Securities/Wells Fargo Advisors August 2008 - August 2009
Bank of America April 2007 - February 2008
Bank of America January 2007 - April 2007
Citi November 2001 - January 2007
Wells Fargo Home Mortgage March 2001 - November 2001
Skills
Mortgage, Auditing, Quality Assurance, Processing, Loan Origination, Loan Documentation, Payments
Education
Fontbonne University 2010 — 2012
Master's degree, Business, Management, Marketing, and Related Support Services
Fontbonne University
Bachelor Of Art, Organizational Studies (Human Resources)
Fannie Mae November 2009 - Present
Wachovia Securities/Wells Fargo Advisors August 2008 - August 2009
Bank of America April 2007 - February 2008
Bank of America January 2007 - April 2007
Citi November 2001 - January 2007
Wells Fargo Home Mortgage March 2001 - November 2001
Skills
Mortgage, Auditing, Quality Assurance, Processing, Loan Origination, Loan Documentation, Payments
Education
Fontbonne University 2010 — 2012
Master's degree, Business, Management, Marketing, and Related Support Services
Fontbonne University
Bachelor Of Art, Organizational Studies (Human Resources)
Kristal Lopez's Bank of America Experience April 2009 - September 2011
Job Member Service Representative at Provident Credit Union
Industry Banking
Experience
Citi Bank October 2011 - Present
Provident Credit Union October 2011 - Present
Bank of America April 2009 - September 2011
Starbucks July 2007 - March 2010
Skills
Sales Process, Customer Service, Referrals, Banking, Bilingual, Direct Sales, Sales Presentations, Customer Oriented, Customer Experience, Customer Engagement, Canvassing, Multi Tasking, Team Leadership, Job Coaching
Education
Foothill College 2010 — 2012
silver creek
High School Diploma
Citi Bank October 2011 - Present
Provident Credit Union October 2011 - Present
Bank of America April 2009 - September 2011
Starbucks July 2007 - March 2010
Skills
Sales Process, Customer Service, Referrals, Banking, Bilingual, Direct Sales, Sales Presentations, Customer Oriented, Customer Experience, Customer Engagement, Canvassing, Multi Tasking, Team Leadership, Job Coaching
Education
Foothill College 2010 — 2012
silver creek
High School Diploma
Angela Lemke's Bank of America Experience January 2013 - Present
Job Teller at Bank of America
Industry Retail
Experience
Bank of America January 2013 - Present
Heart and Soul Gifts and Gallery November 2010 - April 2014
Subway April 2012 - June 2012
Skills
Customer Service, Cash Register, Filing, Ballet, Stagecraft, Typing, Inventory Management, Distribution Center..., Time Management, Data Entry, Childcare, Bookkeeping, Visual Merchandising, Customer Satisfaction, Retail, Inventory Control, Retail Sales, Cpr Certified, Cash Handling Experience, Cashiering, Phone Etiquette, Spreadsheets, Telephone Skills, Teamwork, Sales, Microsoft Word, Microsoft Office
Education
Folsom Lake College 2010 — 2014
Folsom Lake College
Accounting
Bank of America January 2013 - Present
Heart and Soul Gifts and Gallery November 2010 - April 2014
Subway April 2012 - June 2012
Skills
Customer Service, Cash Register, Filing, Ballet, Stagecraft, Typing, Inventory Management, Distribution Center..., Time Management, Data Entry, Childcare, Bookkeeping, Visual Merchandising, Customer Satisfaction, Retail, Inventory Control, Retail Sales, Cpr Certified, Cash Handling Experience, Cashiering, Phone Etiquette, Spreadsheets, Telephone Skills, Teamwork, Sales, Microsoft Word, Microsoft Office
Education
Folsom Lake College 2010 — 2014
Folsom Lake College
Accounting
Carla Purnell's Bank of America Experience July 2012 - Present
Job QC Loan Review Analyst II and Sr. Mortgage Loan Underwriter at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Peoples Home Lending March 2012 - June 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Skills
Frontline Underwriting, QC Underwriting, Due Diligence..., Loan Prospector, Desktop Underwriting, Processing, Closing/Post Closing
Education
Fontbonne University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.925
Saint Louis University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Bank of America July 2012 - Present
Peoples Home Lending March 2012 - June 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Skills
Frontline Underwriting, QC Underwriting, Due Diligence..., Loan Prospector, Desktop Underwriting, Processing, Closing/Post Closing
Education
Fontbonne University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.925
Saint Louis University 1983 — 1988
Bachelor of Arts (B.A.), Political Science and Government, 3.0
Kayla (Kayla Collins) Cusic's Bank of America Experience June 2012 - September 2014
Job Fire Alarm Industry
Industry Construction
Experience
Bank of America June 2012 - September 2014
Sacramento Control Systems, Inc. May 2003 - June 2012
Education
Folsom High School
general education
Folsom Lake College
Bank of America June 2012 - September 2014
Sacramento Control Systems, Inc. May 2003 - June 2012
Education
Folsom High School
general education
Folsom Lake College
Vicki Noto Gan's Bank of America Experience March 1995 - January 2006
Job Branch Manager/Officer, Central Bank of St Louis
Industry Banking
Experience
Central Bank of St. Louis February 2013 - Present
First Bank January 2006 - December 2012
Bank of America March 1995 - January 2006
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Financial Analysis, Banking, Credit, Loans
Education
Fontbonne University 1985 — 1989
Finance, General
Hazelwood Central 1979 — 1983
Central Bank of St. Louis February 2013 - Present
First Bank January 2006 - December 2012
Bank of America March 1995 - January 2006
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Portfolio Management, Credit Risk, Underwriting, Financial Analysis, Banking, Credit, Loans
Education
Fontbonne University 1985 — 1989
Finance, General
Hazelwood Central 1979 — 1983
Briana Huston's Bank of America Experience August 2005 - October 2007
Job Branch Office Administrator at Edward Jones
Industry Investment Banking
Experience
Edward Jones June 2015 - Present
Coldwell Banker Real Estate February 2015 - June 2015
Umpqua Bank August 2008 - June 2015
Union Bank October 2007 - August 2008
Bank of America August 2005 - October 2007
Skills
Consumer Lending, Small Business Lending, Cash Management, Customer Service, Compliance, Microsoft Excel, Commercial Lending, Credit Analysis, Deposits, Loans
Education
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Psychology
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Social Sciences
Folsom Lake College 2003 — 2007
Associate of Arts (AA), General Education Transferrable
Edward Jones June 2015 - Present
Coldwell Banker Real Estate February 2015 - June 2015
Umpqua Bank August 2008 - June 2015
Union Bank October 2007 - August 2008
Bank of America August 2005 - October 2007
Skills
Consumer Lending, Small Business Lending, Cash Management, Customer Service, Compliance, Microsoft Excel, Commercial Lending, Credit Analysis, Deposits, Loans
Education
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Psychology
Folsom Lake College 2003 — 2007
Associate of Arts (AA), Social Sciences
Folsom Lake College 2003 — 2007
Associate of Arts (AA), General Education Transferrable
Emily Free's Bank of America Experience 2014 - 2014
Job Attended Ohlone College
Industry
Experience
Bank of America 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Research, Teamwork, Microsoft Word, Outlook, Public Speaking
Education
Foothill College 2014 — 2016
Associate's Degree, Respiratory Care Therapy/Therapist
Ohlone College 2009 — 2013
Associate of Arts (AA), Natural Science: Biological Science Emphasis
Bank of America 2014 - 2014
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Research, Teamwork, Microsoft Word, Outlook, Public Speaking
Education
Foothill College 2014 — 2016
Associate's Degree, Respiratory Care Therapy/Therapist
Ohlone College 2009 — 2013
Associate of Arts (AA), Natural Science: Biological Science Emphasis
Bob Albino's Bank of America Experience 2000 - 2012
Job Management Consultant
Industry Banking
Experience
RAlbino Consulting Management Solutions 2013 - Present
Bank of America 2000 - 2012
Bank of America 1974 - 2000
Skills
Banking, Customer Service, sales, Management, Account Management, Relationship Management, Team Building, Communication Skills, Risk Management, Quality Management, Operations Management, Product Management, Product Launch, Consulting, Coaching, Mentoring, Talent Management, Client Relations Skills, Client Presentation, Business Continuity, Compliance, Increase Productivity, Project Planning
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
RAlbino Consulting Management Solutions 2013 - Present
Bank of America 2000 - 2012
Bank of America 1974 - 2000
Skills
Banking, Customer Service, sales, Management, Account Management, Relationship Management, Team Building, Communication Skills, Risk Management, Quality Management, Operations Management, Product Management, Product Launch, Consulting, Coaching, Mentoring, Talent Management, Client Relations Skills, Client Presentation, Business Continuity, Compliance, Increase Productivity, Project Planning
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Alexandra Jauregui's Bank of America Experience July 2012 - September 2013
Job Student at Foothill College
Industry
Experience
Nock Family September 2013 - Present
Bank of America July 2012 - September 2013
The Salvation Army January 2012 - August 2012
Villa Taqueria August 2010 - June 2012
Skills
Computers, Customer Service, Video Production, Communication
Education
Foothill College 2014 — 2016
Foothill College
Nock Family September 2013 - Present
Bank of America July 2012 - September 2013
The Salvation Army January 2012 - August 2012
Villa Taqueria August 2010 - June 2012
Skills
Computers, Customer Service, Video Production, Communication
Education
Foothill College 2014 — 2016
Foothill College
Dione Turner's Bank of America Experience 1997 - 2014
Job Currently Seeking Employment
Industry Financial Services
Experience
Bank of America 1997 - 2014
Skills
Leadership, Project Management, Image Processing, Coaching, Hiring, New Hire Processes, Performance Management, Quality Management, Communication, Employee Engagement, Employee Learning &..., Risk Management
Education
Fontbonne University 2011 — 2013
Master’s Degree, Human Environmental Sciences
University of Phoenix 2008 — 2009
Bachelor’s Degree, Management
Bank of America 1997 - 2014
Skills
Leadership, Project Management, Image Processing, Coaching, Hiring, New Hire Processes, Performance Management, Quality Management, Communication, Employee Engagement, Employee Learning &..., Risk Management
Education
Fontbonne University 2011 — 2013
Master’s Degree, Human Environmental Sciences
University of Phoenix 2008 — 2009
Bachelor’s Degree, Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS