Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Deanna Ceriano Deanna Ceriano's Bank of America Experience July 2014 - Present
Job Global Markets Tech & Ops Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America June 2013 - July 2014
International Business Club at Fordham University May 2012 - May 2013
Bank of America June 2012 - August 2012
G.L.O.B.E Club at Fordham University March 2010 - May 2012
G.L.O.B.E. Club at Fordham University May 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Fundraising, Public Speaking, Event Planning, International Business, Budget Negotiation, General Ledger, Selling, Prezi, Negotiation, Leadership, Marketing, Teamwork, Private Equity, Spanish, Market Research, PowerPoint, Banking, Bloomberg Terminal, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Financial Analysis, Financial Modeling
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University
Finance and Economics
Universidad de Buenos Aires
Bank of America July 2014 - Present
Bank of America June 2013 - July 2014
International Business Club at Fordham University May 2012 - May 2013
Bank of America June 2012 - August 2012
G.L.O.B.E Club at Fordham University March 2010 - May 2012
G.L.O.B.E. Club at Fordham University May 2010 - May 2011
Merrill Lynch June 2010 - August 2010
Skills
Fundraising, Public Speaking, Event Planning, International Business, Budget Negotiation, General Ledger, Selling, Prezi, Negotiation, Leadership, Marketing, Teamwork, Private Equity, Spanish, Market Research, PowerPoint, Banking, Bloomberg Terminal, Finance, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Financial Analysis, Financial Modeling
Education
Fordham University 2009 — 2013
Bachelor of Science (BS), Finance
Università Commerciale 'Luigi Bocconi' / Bocconi University
Finance and Economics
Universidad de Buenos Aires
Peg McDonough 413-335-2789 Peg McDonough 413-335-2789's Bank of America Experience April 2008 - March 2011
Job Sr. Loan Consultant at Primary Residential Mortgage, Inc. FHA Reverse & Conventional Mortgages
Industry Financial Services
Experience
Primary Residential Mortgage, Inc. 2012 - Present
Financial Planning Association 2011 - Present
Realtor Assn. - MA 2004 - Present
MetLife Home Loans March 2011 - June 2012
Bank of America April 2008 - March 2011
Financial Freedom Senior Funding Corp. March 2004 - April 2008
Heritage Bank 1989 - 1991
Skills
Home, Retirement, Public Speaking, Mortgage Lending, Fundraising, Strategic Planning, Coaching, Life Insurance, Team Building, Employee Benefits, Credit, Finance, Leadership Development, Non-profits, Financial Analysis, Customer Service, Banking, Marketing, Sales, Sales Management, Marketing Strategy, Organizational..., Reverse Mortgages, Residential Mortgages, Mortgage Banking, Loan Origination, Home Equity, Residential Homes, Real Estate Transactions, REO, FHA financing, FHA, FHA Financing
Education
University of Massachusetts, Amherst 1995 — 1997
Master of Regional Planning, Urban Studies & Planning
Fordham University 1976 — 1980
Bachelor of Arts (B.A.), Urban Studies/Affairs
The Yellow House
The Yellow House
The Yellow House
Primary Residential Mortgage, Inc. 2012 - Present
Financial Planning Association 2011 - Present
Realtor Assn. - MA 2004 - Present
MetLife Home Loans March 2011 - June 2012
Bank of America April 2008 - March 2011
Financial Freedom Senior Funding Corp. March 2004 - April 2008
Heritage Bank 1989 - 1991
Skills
Home, Retirement, Public Speaking, Mortgage Lending, Fundraising, Strategic Planning, Coaching, Life Insurance, Team Building, Employee Benefits, Credit, Finance, Leadership Development, Non-profits, Financial Analysis, Customer Service, Banking, Marketing, Sales, Sales Management, Marketing Strategy, Organizational..., Reverse Mortgages, Residential Mortgages, Mortgage Banking, Loan Origination, Home Equity, Residential Homes, Real Estate Transactions, REO, FHA financing, FHA, FHA Financing
Education
University of Massachusetts, Amherst 1995 — 1997
Master of Regional Planning, Urban Studies & Planning
Fordham University 1976 — 1980
Bachelor of Arts (B.A.), Urban Studies/Affairs
The Yellow House
The Yellow House
The Yellow House
Kelvin Colbert Kelvin Colbert's Bank of America Experience March 2013 - Present
Job Fraud Analyst I at Bank of America
Industry Financial Services
Experience
Bank of America March 2013 - Present
Bank of America August 2010 - March 2013
Diversified Financial Management Group Inc. (Maceo's Kids Foundation) April 2012 - July 2012
Fordham University August 2006 - May 2010
Fordham University May 2008 - September 2008
Skills
Bookkeeping, Tax Preparation, Auditing, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Financial Analysis, Public Speaking, Outlook, Data Analysis, Customer Service, QuickBooks, Zoho
Education
Fordham University 2006 — 2010
Bachelor of Arts, Business Administration; Accounting and Human Resource
Bank of America March 2013 - Present
Bank of America August 2010 - March 2013
Diversified Financial Management Group Inc. (Maceo's Kids Foundation) April 2012 - July 2012
Fordham University August 2006 - May 2010
Fordham University May 2008 - September 2008
Skills
Bookkeeping, Tax Preparation, Auditing, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Social Media, Financial Analysis, Public Speaking, Outlook, Data Analysis, Customer Service, QuickBooks, Zoho
Education
Fordham University 2006 — 2010
Bachelor of Arts, Business Administration; Accounting and Human Resource
Jason Mccormack Jason Mccormack's Bank of America Experience December 2010 - Present
Job Family Office Analyst, US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
Bank of America December 2010 - Present
St. Joseph's College January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Fordham University 2012 — 2013
Master of Science (MS), Economics
St. Joseph's College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Bank of America December 2010 - Present
St. Joseph's College January 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Fordham University 2012 — 2013
Master of Science (MS), Economics
St. Joseph's College 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Ailin Zhu Ailin Zhu's Bank of America Experience January 2015 - Present
Job Mortgage Loan Officer at Bank of America NMLS 1067087
Industry Financial Services
Experience
Bank of America January 2015 - Present
Pacific Finance Group LLC August 2013 - January 2015
BBC World Service May 2001 - July 2013
BBC WORLD SERVICE January 1998 - May 2001
United Nations January 1993 - September 1997
Skills
Broadcast Journalism, Journalism, Broadcast, Breaking News, Radio, News Writing, Editing, Storytelling, Online Journalism, New Media, Video Production, Current Affairs, Radio Producing, Presenter
Education
Fordham University
Master's degree, Public Communications and Media Studies
Fudan University
Bachelor's degree, English and American Literature
Bank of America January 2015 - Present
Pacific Finance Group LLC August 2013 - January 2015
BBC World Service May 2001 - July 2013
BBC WORLD SERVICE January 1998 - May 2001
United Nations January 1993 - September 1997
Skills
Broadcast Journalism, Journalism, Broadcast, Breaking News, Radio, News Writing, Editing, Storytelling, Online Journalism, New Media, Video Production, Current Affairs, Radio Producing, Presenter
Education
Fordham University
Master's degree, Public Communications and Media Studies
Fudan University
Bachelor's degree, English and American Literature
Jason Rossi, MBA Jason Rossi, MBA's Bank of America Experience November 2007 - January 2009
Job Dynamic High Performer/ SMU Cox MBA/ Business Development/ Strategy/ Sales/ High Potential/ Proven Leader/ ClientAdvisor
Industry Financial Services
Experience
Allegiance Capital Corporation September 2014 - Present
Eli Lilly and Company October 2011 - October 2013
Goldman Sachs January 2009 - June 2011
Bank of America November 2007 - January 2009
Indymac Bank January 2007 - November 2007
Lehman Brothers August 2004 - January 2007
Countrywide Correspondent Lending June 2000 - August 2004
Skills
Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Account Management, Residential Mortgages, Risk Management, Underwriting, Loan Origination, Loans, Sales, Series 7, Cross-functional Team..., Strategic Planning, Team Building, Process Improvement, Credit, Banking, Marketing, Financial Analysis, Forecasting, Management, Leadership, Relationship Management, Selling, Strategy, Competitive Analysis, Finance, Business Planning, Cold Calling, Marketing Strategy, Financial Services, Financial Modeling, Entrepreneurship, Credit Analysis, Change Management, Sales Operations, Product Launch, Sales Management, Business Development, Business Strategy, Start-ups, Consulting, Team Leadership, Investments
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Business Administration and Management, General
Fordham University 1996 — 2000
BA, Communication and Media Studies
Agawam
Allegiance Capital Corporation September 2014 - Present
Eli Lilly and Company October 2011 - October 2013
Goldman Sachs January 2009 - June 2011
Bank of America November 2007 - January 2009
Indymac Bank January 2007 - November 2007
Lehman Brothers August 2004 - January 2007
Countrywide Correspondent Lending June 2000 - August 2004
Skills
Mortgage Banking, Mortgage Lending, New Business Development, Portfolio Management, Account Management, Residential Mortgages, Risk Management, Underwriting, Loan Origination, Loans, Sales, Series 7, Cross-functional Team..., Strategic Planning, Team Building, Process Improvement, Credit, Banking, Marketing, Financial Analysis, Forecasting, Management, Leadership, Relationship Management, Selling, Strategy, Competitive Analysis, Finance, Business Planning, Cold Calling, Marketing Strategy, Financial Services, Financial Modeling, Entrepreneurship, Credit Analysis, Change Management, Sales Operations, Product Launch, Sales Management, Business Development, Business Strategy, Start-ups, Consulting, Team Leadership, Investments
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Business Administration and Management, General
Fordham University 1996 — 2000
BA, Communication and Media Studies
Agawam
David Alfonso Paredes David Alfonso Paredes's Bank of America Experience February 2013 - December 2013
Job Passionate Consultant & Entrepreneur
Industry Logistics and Supply Chain
Experience
Total Quality Logistics May 2015 - Present
Bankers Healthcare Group, Inc. December 2013 - January 2015
Bank of America February 2013 - December 2013
Bank of America September 2009 - January 2013
Bank of America May 2007 - September 2009
Enterprise Rent-A-Car July 2006 - May 2007
Option One November 2004 - December 2005
Washington Mutual Home Loans May 2003 - July 2004
Skills
Entrepreneurship, Online Marketing, Lead Generation, Social Media Marketing, Leadership, Sales, Management, Social Media, Finance, Customer Service, Banking, Blogging, Network Marketing, Negotiation, Email Marketing, Loans, Credit, New Business Development, Precious Metals, Online Lead Generation, Internet Entrepreneur, Account Management, Commercial Lending, Start-ups, Consulting, Mortgage Banking, Loan Origination, Loan Modifications, Credit Analysis, Employee Training, Mortgage Lending, Training
Education
Fordham University 2000 — 2006
Bachelors of Science, Finance
Bergen Catholic High School 1995 — 1999
High School Diploma, AP Calculus II
Total Quality Logistics May 2015 - Present
Bankers Healthcare Group, Inc. December 2013 - January 2015
Bank of America February 2013 - December 2013
Bank of America September 2009 - January 2013
Bank of America May 2007 - September 2009
Enterprise Rent-A-Car July 2006 - May 2007
Option One November 2004 - December 2005
Washington Mutual Home Loans May 2003 - July 2004
Skills
Entrepreneurship, Online Marketing, Lead Generation, Social Media Marketing, Leadership, Sales, Management, Social Media, Finance, Customer Service, Banking, Blogging, Network Marketing, Negotiation, Email Marketing, Loans, Credit, New Business Development, Precious Metals, Online Lead Generation, Internet Entrepreneur, Account Management, Commercial Lending, Start-ups, Consulting, Mortgage Banking, Loan Origination, Loan Modifications, Credit Analysis, Employee Training, Mortgage Lending, Training
Education
Fordham University 2000 — 2006
Bachelors of Science, Finance
Bergen Catholic High School 1995 — 1999
High School Diploma, AP Calculus II
Vipin Chamakkala Vipin Chamakkala's Bank of America Experience May 2011 - July 2014
Job VC Associate at WorkBench
Industry Venture Capital & Private Equity
Experience
Work-Bench July 2014 - Present
Bank of America May 2011 - July 2014
Bank of America May 2010 - May 2011
Merrill Lynch September 2007 - May 2010
Lending Club June 2007 - August 2007
Henley and Company LLC May 2007 - August 2007
Skills
Start-ups, Business Intelligence, Business Development, Entrepreneurship, Valuation, IT Strategy, Investments, Strategic Partnerships, Product Management, Enterprise Software, Finance, Venture Capital, Portfolio Management, Fixed Income, Analytics, Financial Services, Financial Modeling, Strategy, Competitive Analysis, Mergers & Acquisitions
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Fordham University 2006 — 2010
Work-Bench July 2014 - Present
Bank of America May 2011 - July 2014
Bank of America May 2010 - May 2011
Merrill Lynch September 2007 - May 2010
Lending Club June 2007 - August 2007
Henley and Company LLC May 2007 - August 2007
Skills
Start-ups, Business Intelligence, Business Development, Entrepreneurship, Valuation, IT Strategy, Investments, Strategic Partnerships, Product Management, Enterprise Software, Finance, Venture Capital, Portfolio Management, Fixed Income, Analytics, Financial Services, Financial Modeling, Strategy, Competitive Analysis, Mergers & Acquisitions
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Fordham University 2006 — 2010
Donna Chan, CISA, CRISC, CFE, CICA, CAMS Donna Chan, CISA, CRISC, CFE, CICA, CAMS's Bank of America Experience June 2010 - December 2012
Job Former Head of Internal Audit; Internal Audit, IT Audit & BPR, SOX/JSOX, & Management Consulting Professional
Industry Financial Services
Experience
BlackRock June 2015 - Present
Fordham University January 2011 - Present
BlackRock December 2012 - May 2015
Bank of America June 2010 - December 2012
Fordham Graduate School of Business Alumni Association April 2010 - April 2011
Gilt Groupe May 2009 - June 2010
Grant Thornton July 2005 - May 2009
Law Office June 2002 - June 2005
Skills
Internal Audit, Fraud Prevention, Fraud Investigations, IT Audit, SOX, J-SOX, Process Engineering, Restructuring, Internal Controls, Documentation, Certified Fraud Examiner, Remediation, Enterprise Risk..., Audit, SAS70, Compliance, CISA, Risk Assessment, IT Risk, Corporate Governance, ITGC, Risk Management, Forensic Investigations, IT Governance, COSO, Operational Risk..., Business Process, Segregation of Duties, Risk, Accounting, Compliance Audits, Requirements Analysis, Auditing, AML, Governance, Business Process..., SSAE 16, Sarbanes-Oxley Act, Software Documentation, Forensic Analysis
Education
Fordham Gabelli School of Business 2006 — 2008
MS, Taxation (Concentration on High Net Worth Individuals)
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance and Accounting
St. John's University School of Law 2003 — 2003
Wagner College 1998 — 2001
B.S., Computer Science / Mathematics
St. Joseph Hill Academy 1994 — 1998
HS
BlackRock June 2015 - Present
Fordham University January 2011 - Present
BlackRock December 2012 - May 2015
Bank of America June 2010 - December 2012
Fordham Graduate School of Business Alumni Association April 2010 - April 2011
Gilt Groupe May 2009 - June 2010
Grant Thornton July 2005 - May 2009
Law Office June 2002 - June 2005
Skills
Internal Audit, Fraud Prevention, Fraud Investigations, IT Audit, SOX, J-SOX, Process Engineering, Restructuring, Internal Controls, Documentation, Certified Fraud Examiner, Remediation, Enterprise Risk..., Audit, SAS70, Compliance, CISA, Risk Assessment, IT Risk, Corporate Governance, ITGC, Risk Management, Forensic Investigations, IT Governance, COSO, Operational Risk..., Business Process, Segregation of Duties, Risk, Accounting, Compliance Audits, Requirements Analysis, Auditing, AML, Governance, Business Process..., SSAE 16, Sarbanes-Oxley Act, Software Documentation, Forensic Analysis
Education
Fordham Gabelli School of Business 2006 — 2008
MS, Taxation (Concentration on High Net Worth Individuals)
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance and Accounting
St. John's University School of Law 2003 — 2003
Wagner College 1998 — 2001
B.S., Computer Science / Mathematics
St. Joseph Hill Academy 1994 — 1998
HS
John Donohue, CRCP John Donohue, CRCP's Bank of America Experience 1981 - 1986
Job Chief Compliance Officer at Enspire Investments
Industry Financial Services
Experience
Enspire Investments March 2015 - Present
Various BD, RIA and service providers December 2011 - Present
SunGard Capital Markets Segment, Financial Systems September 2004 - November 2011
LaBranche Structured Products 2003 - September 2004
PreferredTrade 1999 - 2002
State Street Global Markets 1998 - 1999
Fidelity Capital Markets 1994 - 1998
Consultant, Financial Srvc Operations,Compliance, Finance and Technology 1989 - 1994
Shearson Lehman Brothers 1986 - 1989
Bank of America 1981 - 1986
Skills
SEC compliance, FINRA, Trading Technology, Securities, Compliance Management, AML, OFAC, FFIEC, CFDs, Exotic Derivatives, Financial Risk, Regulated Industries, Securities Regulation, Regulatory Capital, Information Security..., Internal Controls, Counterparty Risk, Banking, Financial Markets, Derivatives, Fixed Income, Mutual Funds, FSA, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Prime Brokerage, Back Office, Middle Office, Compliance, Electronic Trading, Dodd-Frank, Operational Risk, Operational Risk..., Financial Regulation, Securities Lending, Alternative Investments, Commodity, Options, Trading, Market Data, Financial Services, Equity Trading, Trading Systems, Settlement, SEC, Finance, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Certified Regulatory Compliance Professional (CRCP), Compliance
Fordham University 1986 — 1991
economics/mathematics
Enspire Investments March 2015 - Present
Various BD, RIA and service providers December 2011 - Present
SunGard Capital Markets Segment, Financial Systems September 2004 - November 2011
LaBranche Structured Products 2003 - September 2004
PreferredTrade 1999 - 2002
State Street Global Markets 1998 - 1999
Fidelity Capital Markets 1994 - 1998
Consultant, Financial Srvc Operations,Compliance, Finance and Technology 1989 - 1994
Shearson Lehman Brothers 1986 - 1989
Bank of America 1981 - 1986
Skills
SEC compliance, FINRA, Trading Technology, Securities, Compliance Management, AML, OFAC, FFIEC, CFDs, Exotic Derivatives, Financial Risk, Regulated Industries, Securities Regulation, Regulatory Capital, Information Security..., Internal Controls, Counterparty Risk, Banking, Financial Markets, Derivatives, Fixed Income, Mutual Funds, FSA, Capital Markets, Asset Managment, Risk Management, Hedge Funds, Prime Brokerage, Back Office, Middle Office, Compliance, Electronic Trading, Dodd-Frank, Operational Risk, Operational Risk..., Financial Regulation, Securities Lending, Alternative Investments, Commodity, Options, Trading, Market Data, Financial Services, Equity Trading, Trading Systems, Settlement, SEC, Finance, Asset Management, Investments
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Certified Regulatory Compliance Professional (CRCP), Compliance
Fordham University 1986 — 1991
economics/mathematics
Harry Dorost Harry Dorost's Bank of America Experience May 2014 - Present
Job Assistant Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America May 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase January 2012 - April 2013
J.P. Morgan 2010 - 2012
J.P. Morgan 2008 - 2010
Skills
Finance, Corporate Finance, Financial Reporting, Financial Modeling, Investment Banking, Financial Institutions, Analysis, Regulatory Capital, Regulatory Submissions, Credit Risk, Financial Analysis, Capital Structure, Due Diligence, Basel I, Basel III, Risk Management, Credit Analysis, Capital Budgeting, Data Analysis, Public Speaking, Negotiation, Financial Statement..., Fixed Income
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of America May 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase January 2012 - April 2013
J.P. Morgan 2010 - 2012
J.P. Morgan 2008 - 2010
Skills
Finance, Corporate Finance, Financial Reporting, Financial Modeling, Investment Banking, Financial Institutions, Analysis, Regulatory Capital, Regulatory Submissions, Credit Risk, Financial Analysis, Capital Structure, Due Diligence, Basel I, Basel III, Risk Management, Credit Analysis, Capital Budgeting, Data Analysis, Public Speaking, Negotiation, Financial Statement..., Fixed Income
Education
Fordham University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Min Tang Min Tang's Bank of America Experience February 2014 - Present
Job Assistant Vice President, Risk Analysis Senior Specialist at Bank of America
Industry Investment Banking
Experience
Bank of America February 2014 - Present
J.P. Morgan May 2013 - August 2013
Industrial and Commercial Bank of China May 2012 - August 2012
SINO-AUSTRIALIAN INTERNATIONAL TRUST CO. LTD May 2011 - August 2011
Skills
C++, SQL, SAS, VBA, Matlab, Bloomberg, Microsoft Office, Corporate Finance, Financial Analysis, Quantitative Finance, Risk Management, Relational Databases, English, Credit Risk, Equity Derivatives, Options, VAR, GARCH, MLE
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), quantitative finance, 3.90/4.00
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95/4.00
Bank of America February 2014 - Present
J.P. Morgan May 2013 - August 2013
Industrial and Commercial Bank of China May 2012 - August 2012
SINO-AUSTRIALIAN INTERNATIONAL TRUST CO. LTD May 2011 - August 2011
Skills
C++, SQL, SAS, VBA, Matlab, Bloomberg, Microsoft Office, Corporate Finance, Financial Analysis, Quantitative Finance, Risk Management, Relational Databases, English, Credit Risk, Equity Derivatives, Options, VAR, GARCH, MLE
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), quantitative finance, 3.90/4.00
The University of Texas at Dallas 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95/4.00
Matthew Luciano MBA's Bank of America Experience October 2006 - July 2009
Job Managing Director at Corporate Development Capital, LLC
Industry Financial Services
Experience
Corporate Development Capital, LLC November 2014 - Present
Meyers Associates L.P. February 2012 - October 2014
Dinosaur Securities, LLC August 2009 - February 2012
Bank of America October 2006 - July 2009
Covenant Capital Mgnt February 2001 - October 2006
Skills
Series 7, Global Macro, Fund Of Funds, Asset, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Equities, Hedge Funds, Securities, Investment Banking, Mutual Funds, Financial Services, Private Equity, Strategy, Funding, Asset Allocation, Asset Management, Trading, Options, Investments, Capital, Venture Capital
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
The Johns Hopkins University 1991 — 1995
BS, Economics
Delbarton 1987 — 1991
Madison High School
Madison High School
Corporate Development Capital, LLC November 2014 - Present
Meyers Associates L.P. February 2012 - October 2014
Dinosaur Securities, LLC August 2009 - February 2012
Bank of America October 2006 - July 2009
Covenant Capital Mgnt February 2001 - October 2006
Skills
Series 7, Global Macro, Fund Of Funds, Asset, Portfolio Management, Alternative Investments, Due Diligence, Capital Markets, Equities, Hedge Funds, Securities, Investment Banking, Mutual Funds, Financial Services, Private Equity, Strategy, Funding, Asset Allocation, Asset Management, Trading, Options, Investments, Capital, Venture Capital
Education
Fordham Gabelli School of Business 2000 — 2004
MBA, Finance
The Johns Hopkins University 1991 — 1995
BS, Economics
Delbarton 1987 — 1991
Madison High School
Madison High School
Nicholas Hernandez's Bank of America Experience February 2014 - Present
Job Vice President: Global HR Employee Relations Professional
Industry Banking
Experience
Bank of America February 2014 - Present
Bank of America July 2013 - February 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - July 2012
Bank of America March 2008 - June 2011
Accelerated Home Loan December 2006 - March 2008
Aames Home Loan /Accredited Home Lenders September 2005 - December 2006
Ameriquest Mortgage Company September 2004 - September 2005
New York Stock Exchange June 2002 - August 2003
Skills
Banking, Leadership, Process Improvement, Loans, Training, Customer Service, Mortgage Lending, Operations Management, Sales, Risk Management, Project Management, Software Documentation, Sales Management, Credit, Microsoft Excel, Negotiation, Budgets, Human Resources, Underwriting, Credit Analysis, Quality Control, Quality Assurance, Remediation, Business Change..., Budget, Diversity & Inclusion, Networking, Social Networking, Collaborative Problem..., Employee Relations, HR Management, HR Policies, HR Consulting, Human Resource..., Organizational Learning, Employee Engagement, Team Management, Management
Education
Fordham University 2000 — 2004
Bachelors of Arts
Fordham Preparatory School 1996 — 2000
H.S. Diploma
Bank of America February 2014 - Present
Bank of America July 2013 - February 2014
Bank of America July 2012 - June 2013
Bank of America June 2011 - July 2012
Bank of America March 2008 - June 2011
Accelerated Home Loan December 2006 - March 2008
Aames Home Loan /Accredited Home Lenders September 2005 - December 2006
Ameriquest Mortgage Company September 2004 - September 2005
New York Stock Exchange June 2002 - August 2003
Skills
Banking, Leadership, Process Improvement, Loans, Training, Customer Service, Mortgage Lending, Operations Management, Sales, Risk Management, Project Management, Software Documentation, Sales Management, Credit, Microsoft Excel, Negotiation, Budgets, Human Resources, Underwriting, Credit Analysis, Quality Control, Quality Assurance, Remediation, Business Change..., Budget, Diversity & Inclusion, Networking, Social Networking, Collaborative Problem..., Employee Relations, HR Management, HR Policies, HR Consulting, Human Resource..., Organizational Learning, Employee Engagement, Team Management, Management
Education
Fordham University 2000 — 2004
Bachelors of Arts
Fordham Preparatory School 1996 — 2000
H.S. Diploma
Josip Dunat Josip Dunat's Bank of America Experience January 2010 - Present
Job Consumer Market Manager at Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America October 2006 - December 2009
Bank of America November 2004 - September 2006
Skills
Sales Management, Turnaround Specialist, Risk Management, Customer Loyalty, Customer Experience, Associate Development, Banking, Credit, Customer Service, Loans, Sales, Brand Loyalty, Retail Banking, Performance Management, Commercial Lending, Cross Selling, Consumer Lending, Mortgage Lending, Financial Services, Relationship Management, Commercial Banking, Small Business Lending
Education
Fordham University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Queens College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America January 2010 - Present
Bank of America October 2006 - December 2009
Bank of America November 2004 - September 2006
Skills
Sales Management, Turnaround Specialist, Risk Management, Customer Loyalty, Customer Experience, Associate Development, Banking, Credit, Customer Service, Loans, Sales, Brand Loyalty, Retail Banking, Performance Management, Commercial Lending, Cross Selling, Consumer Lending, Mortgage Lending, Financial Services, Relationship Management, Commercial Banking, Small Business Lending
Education
Fordham University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
Queens College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bill Moro's Bank of America Experience October 1994 - January 2001
Job Owner, 1800DryClean
Industry Consumer Services
Experience
1-800-DryClean August 2008 - Present
Tarkett January 2007 - January 2008
United Healthcare January 2006 - January 2007
Telerx 2001 - 2006
Bank of America October 1994 - January 2001
Morrow & Co September 1991 - October 1994
Skills
Lead Generation, Marketing Strategy, New Business Development, Account Management, Sales, Sales Management, Strategic Planning, Marketing, Customer Service, Direct Sales, Business Development, Customer Satisfaction, Cold Calling, Entrepreneurship, Small Business, Team Leadership, Training, Leadership, Team Building, Coaching, Operations Management, Budgets, Call Centers, Customer Retention, Management, Contract Negotiation, Negotiation, Time Management, Forecasting, Process Improvement, Online Marketing, CRM, Insurance, Start-ups, Social Media Marketing, Franchising, Social Networking, Inventory Management, Selling, Business Planning, Franchise Consulting, Sales Process, Strategic Partnerships, Management Consulting, Strategy, Customer Experience, Email Marketing, Outsourcing
Education
Fordham University 1987 — 1991
BS, Finance
St. Francis Prep
1-800-DryClean August 2008 - Present
Tarkett January 2007 - January 2008
United Healthcare January 2006 - January 2007
Telerx 2001 - 2006
Bank of America October 1994 - January 2001
Morrow & Co September 1991 - October 1994
Skills
Lead Generation, Marketing Strategy, New Business Development, Account Management, Sales, Sales Management, Strategic Planning, Marketing, Customer Service, Direct Sales, Business Development, Customer Satisfaction, Cold Calling, Entrepreneurship, Small Business, Team Leadership, Training, Leadership, Team Building, Coaching, Operations Management, Budgets, Call Centers, Customer Retention, Management, Contract Negotiation, Negotiation, Time Management, Forecasting, Process Improvement, Online Marketing, CRM, Insurance, Start-ups, Social Media Marketing, Franchising, Social Networking, Inventory Management, Selling, Business Planning, Franchise Consulting, Sales Process, Strategic Partnerships, Management Consulting, Strategy, Customer Experience, Email Marketing, Outsourcing
Education
Fordham University 1987 — 1991
BS, Finance
St. Francis Prep
Marguerite Carter Marguerite Carter's Bank of America Experience October 1983 - May 2007
Job Communications Specialist, Child Sponsorship at ChildFund International
Industry International Trade and Development
Experience
Peace Corps Guinea October 2010 - August 2011
University of California February 2008 - September 2010
Peace Corps Uganda June 2007 - December 2007
Bank of America October 1983 - May 2007
Skills
Ethics, Teaching English, Software Project..., ESL, Human Rights, French, English, Public Speaking, Vendor Relations, Compliance, Research, Teaching, Writing, Database Design, Intercultural..., Leadership, Strategic Communications, Project Management, Capacity Building, Government, Strategy, Qualitative Research, Grant Writing, International Relations, Nonprofits, Proposal Writing, Grants, Policy Analysis, Program Development, Community Development, Program Evaluation, Policy, Editing, Public Policy, Community Outreach, NGOs, Volunteer Management, Economic Development, Analysis, Data Analysis, Non-profit..., Fundraising, Organizational..., Copy Editing, Higher Education, Strategic Planning, Sustainable Development, International...
Education
Church Divinity School of the Pacific 2003 — 2005
CTS, Theology, Literature, Ethics
University of San Francisco 1988 — 1990
MA, Writing
Fordham University 1977 — 1981
MA, English
Wittenberg University 1971 — 1975
AB, English, Humanities, Education
Peace Corps Guinea October 2010 - August 2011
University of California February 2008 - September 2010
Peace Corps Uganda June 2007 - December 2007
Bank of America October 1983 - May 2007
Skills
Ethics, Teaching English, Software Project..., ESL, Human Rights, French, English, Public Speaking, Vendor Relations, Compliance, Research, Teaching, Writing, Database Design, Intercultural..., Leadership, Strategic Communications, Project Management, Capacity Building, Government, Strategy, Qualitative Research, Grant Writing, International Relations, Nonprofits, Proposal Writing, Grants, Policy Analysis, Program Development, Community Development, Program Evaluation, Policy, Editing, Public Policy, Community Outreach, NGOs, Volunteer Management, Economic Development, Analysis, Data Analysis, Non-profit..., Fundraising, Organizational..., Copy Editing, Higher Education, Strategic Planning, Sustainable Development, International...
Education
Church Divinity School of the Pacific 2003 — 2005
CTS, Theology, Literature, Ethics
University of San Francisco 1988 — 1990
MA, Writing
Fordham University 1977 — 1981
MA, English
Wittenberg University 1971 — 1975
AB, English, Humanities, Education
Jack Lau Jack Lau's Bank of America Experience July 2014 - Present
Job Excel VBA Application Developer
Industry Capital Markets
Experience
Bank of America July 2014 - Present
JPMorgan Chase & Co. December 2013 - July 2014
Bank of America June 2012 - December 2013
Deutsche Bank January 2012 - June 2012
Goldman Sachs December 2010 - August 2011
Schonfeld Securities October 2007 - June 2010
Hawkins Delafield & Wood LLP January 2007 - September 2007
DTCC July 2002 - October 2006
Skills
VBA, Microsoft Excel, Technical Analysis, Options Strategies, Greeks, Financial Risk
Education
Fordham University 1999 — 2002
Bachelor of Science (B.S.), Finance and Information Systems
Pace University-New York 1998 — 1999
Bank of America July 2014 - Present
JPMorgan Chase & Co. December 2013 - July 2014
Bank of America June 2012 - December 2013
Deutsche Bank January 2012 - June 2012
Goldman Sachs December 2010 - August 2011
Schonfeld Securities October 2007 - June 2010
Hawkins Delafield & Wood LLP January 2007 - September 2007
DTCC July 2002 - October 2006
Skills
VBA, Microsoft Excel, Technical Analysis, Options Strategies, Greeks, Financial Risk
Education
Fordham University 1999 — 2002
Bachelor of Science (B.S.), Finance and Information Systems
Pace University-New York 1998 — 1999
Benedict J. Martinka Benedict J. Martinka's Bank of America Experience April 2009 - August 2009
Job Senior IT Analyst at Cargill, Enterprise Application Integration, Service Operations, Global IT
Industry Information Technology and Services
Experience
Cargill August 2010 - Present
ClockTower Consulting, Inc. January 2005 - August 2010
OptumHealth Care Solutions November 2009 - January 2010
Bank of America April 2009 - August 2009
Regis Corporation March 2008 - December 2008
RBC Dain Rauscher/RBC Wealth Management (Royal Bank of Canada) March 2007 - March 2008
iAsia DigitalWorks, Inc. April 2003 - January 2005
Cervalis April 2001 - June 2002
Skills
SDLC, Integration, Databases, Visio, Software Development, XML, Microsoft SQL Server, Requirements Analysis, SQL, Data Warehousing, Business Analysis, Software Documentation, Solution Architecture, Data Modeling, Requirements Gathering, Leadership, Project Management, Spanish, Java, DB2, SharePoint
Education
Fordham University 1984 — 1987
Master of Arts, Religion & Religious Education
St. John's University 1978 — 1982
Bachelor of Science, Physics, Mathematics & Computer Science
Cargill August 2010 - Present
ClockTower Consulting, Inc. January 2005 - August 2010
OptumHealth Care Solutions November 2009 - January 2010
Bank of America April 2009 - August 2009
Regis Corporation March 2008 - December 2008
RBC Dain Rauscher/RBC Wealth Management (Royal Bank of Canada) March 2007 - March 2008
iAsia DigitalWorks, Inc. April 2003 - January 2005
Cervalis April 2001 - June 2002
Skills
SDLC, Integration, Databases, Visio, Software Development, XML, Microsoft SQL Server, Requirements Analysis, SQL, Data Warehousing, Business Analysis, Software Documentation, Solution Architecture, Data Modeling, Requirements Gathering, Leadership, Project Management, Spanish, Java, DB2, SharePoint
Education
Fordham University 1984 — 1987
Master of Arts, Religion & Religious Education
St. John's University 1978 — 1982
Bachelor of Science, Physics, Mathematics & Computer Science
Diana Cousins Diana Cousins's Bank of America Experience January 2013 - Present
Job Technical Program Consultant
Industry Information Technology and Services
Experience
Bank of America January 2013 - Present
Credit Suisse February 2007 - Present
Friction the Play August 2010 - November 2010
Starbuck Coffee Company July 2006 - August 2007
Education
The Brazil Station 2010 — 2012
Brazilian Portuguese language
Fordham University 2002 — 2006
Bachelor of Arts, International Political Economy
Rome Center - Loyola Chicago 2005 — 2005
semester abroad, Italian language and culture/International Relations
The Governor's Academy
Bank of America January 2013 - Present
Credit Suisse February 2007 - Present
Friction the Play August 2010 - November 2010
Starbuck Coffee Company July 2006 - August 2007
Education
The Brazil Station 2010 — 2012
Brazilian Portuguese language
Fordham University 2002 — 2006
Bachelor of Arts, International Political Economy
Rome Center - Loyola Chicago 2005 — 2005
semester abroad, Italian language and culture/International Relations
The Governor's Academy
Harry Gruber Harry Gruber's Bank of America Experience December 2009 - March 2010
Job Project Manager at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
Barclays Wealth and Investment Management October 2014 - Present
Citi January 2014 - September 2014
Citigroup March 2010 - April 2013
Bank of America December 2009 - March 2010
AllianceBernstein June 2007 - October 2008
Citigroup July 2006 - April 2007
Credit Suisse February 2004 - June 2006
Pershing September 1999 - June 2003
Salomon Brothers 1997 - 1999
Education
Fordham Gabelli School of Business 1988 — 1992
MBA, Finance
Queens College
BA, Economics
HEATH LEVINE HEATH LEVINE's Bank of America Experience April 2015 - Present
Job Senior Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Bank of America April 2015 - Present
Barclays Wealth December 2011 - April 2015
HSBC Private Bank November 2010 - November 2011
Citibank, N.A August 2006 - October 2010
Wachovia August 2002 - August 2006
Skills
Portfolio Management, Credit, Private Banking, Credit Risk, Risk Management, Banking, Corporate Finance, Due Diligence, Commercial Banking, Mergers & Acquisitions, Financial Services, Bloomberg, Credit Analysis, Valuation, Hedge Funds, Mortgage Lending, Commercial Lending, Loans, Financial Risk, Small Business Lending, Equities, Fixed Income, Retail Banking, Wealth Management, Capital Markets, Alternative Investments, Finance, Underwriting, Series 7, Relationship Management, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1985 — 1987
MBA, Corporate Finance
Queens College 1983 — 1985
BA, History
Matthew Favata Matthew Favata's Bank of America Experience December 2014 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
UBS September 2010 - December 2014
Morgan Stanley June 2001 - August 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Options, Trading Systems, Prime Brokerage, Securities, Trading, Financial Services, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Management
Fordham University 1994 — 1998
Bachelor of Arts (BA), Economics and Philosophy
Bank of America December 2014 - Present
UBS September 2010 - December 2014
Morgan Stanley June 2001 - August 2010
Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Capital Markets, Alternative Investments, Options, Trading Systems, Prime Brokerage, Securities, Trading, Financial Services, Bloomberg
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (MBA), Management
Fordham University 1994 — 1998
Bachelor of Arts (BA), Economics and Philosophy
Gustavo Spinetti Gustavo Spinetti's Bank of America Experience May 2006 - October 2009
Job Branch Manager at Advantage Federal Credit Union
Industry Banking
Experience
Advantage Federal Credit Union October 2009 - Present
Bank of America May 2006 - October 2009
Citizens Bank June 2003 - May 2006
Gap Inc 1993 - 2000
Skills
Management, Banking, Sales
Education
Fordham University 1996 — 2000
BA, Psychology
Advantage Federal Credit Union October 2009 - Present
Bank of America May 2006 - October 2009
Citizens Bank June 2003 - May 2006
Gap Inc 1993 - 2000
Skills
Management, Banking, Sales
Education
Fordham University 1996 — 2000
BA, Psychology
Anne Gilroy Anne Gilroy's Bank of America Experience May 2013 - Present
Job SVP, Service Delivery Management, Technology Infrastructure at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America April 2011 - April 2013
Bank of America Merrill Lynch January 2009 - April 2011
Merrill Lynch March 2006 - January 2009
Program Management Consultant - Financial Services 2001 - 2006
Outsourcing Institute 1997 - 2000
Skills
Risk Management, Change Management, Change Strategy &..., Program Management, ITIL, Transformation/Transitio..., IT Service Management, Strategic Communications, Team Building, Internal Consulting, Requirements Analysis, Service Delivery, Six Sigma, Business Analysis, Leading Diverse Teams, Governance, Strategy, Internal Audit, Management, IT Management, Project Portfolio..., Cross-functional Team..., Business Process, Integration, Project Management, Leadership, Process Improvement, Project Delivery, Business Strategy, Management Consulting, Product Management, Business Development
Education
Fordham University
Bachelor of Arts (BA)
Bank of America May 2013 - Present
Bank of America April 2011 - April 2013
Bank of America Merrill Lynch January 2009 - April 2011
Merrill Lynch March 2006 - January 2009
Program Management Consultant - Financial Services 2001 - 2006
Outsourcing Institute 1997 - 2000
Skills
Risk Management, Change Management, Change Strategy &..., Program Management, ITIL, Transformation/Transitio..., IT Service Management, Strategic Communications, Team Building, Internal Consulting, Requirements Analysis, Service Delivery, Six Sigma, Business Analysis, Leading Diverse Teams, Governance, Strategy, Internal Audit, Management, IT Management, Project Portfolio..., Cross-functional Team..., Business Process, Integration, Project Management, Leadership, Process Improvement, Project Delivery, Business Strategy, Management Consulting, Product Management, Business Development
Education
Fordham University
Bachelor of Arts (BA)
William Laforet's Bank of America Experience April 2008 - November 2009
Job Consumer Finance Group, Manager at PwC
Industry Financial Services
Experience
PriceWaterhouseCoopers LLP December 2013 - Present
Capital One Auto Finance November 2012 - July 2013
Capital One Auto Finance November 2011 - November 2012
Capco August 2011 - November 2011
Citi June 2011 - August 2011
The HAVI Group LP July 2010 - June 2011
BANK OF AMERICA April 2008 - November 2009
LEHMAN BROTHERS March 2005 - January 2008
LEHMAN BROTHERS November 2004 - March 2005
COUNTRYWIDE FINANCIAL CORPORATION September 2002 - November 2004
Skills
Finance, Financial Modeling, Banking, Strategy, Risk Management, Leadership, Sales, Loans, Cross-functional Team..., Analysis, Financial Analysis, Management, Management Consulting, Portfolio Management, Entrepreneurship, Financial Services, Analytics, Customer Service, Credit, Valuation, Executive Management, Mergers & Acquisitions, Business Strategy, Business Development, Start-ups, Program Management, Budgets, Training, Underwriting, Mortgage Lending, Strategic Planning, Process Improvement, Business Process..., Investment Banking, Business Analysis, Forecasting, Process Optimization, Corporate Finance, Sales Management, Investments, Data Analysis, Highly detail oriented, Mortgage Underwriting, Consulting, Due Diligence, Credit Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master, Business Administration; Finance, Accounting
Fordham University 1996 — 2000
Bachelor of Science, Business Major -Concentrations in Management and Marketing, Minor in Fine Arts
PriceWaterhouseCoopers LLP December 2013 - Present
Capital One Auto Finance November 2012 - July 2013
Capital One Auto Finance November 2011 - November 2012
Capco August 2011 - November 2011
Citi June 2011 - August 2011
The HAVI Group LP July 2010 - June 2011
BANK OF AMERICA April 2008 - November 2009
LEHMAN BROTHERS March 2005 - January 2008
LEHMAN BROTHERS November 2004 - March 2005
COUNTRYWIDE FINANCIAL CORPORATION September 2002 - November 2004
Skills
Finance, Financial Modeling, Banking, Strategy, Risk Management, Leadership, Sales, Loans, Cross-functional Team..., Analysis, Financial Analysis, Management, Management Consulting, Portfolio Management, Entrepreneurship, Financial Services, Analytics, Customer Service, Credit, Valuation, Executive Management, Mergers & Acquisitions, Business Strategy, Business Development, Start-ups, Program Management, Budgets, Training, Underwriting, Mortgage Lending, Strategic Planning, Process Improvement, Business Process..., Investment Banking, Business Analysis, Forecasting, Process Optimization, Corporate Finance, Sales Management, Investments, Data Analysis, Highly detail oriented, Mortgage Underwriting, Consulting, Due Diligence, Credit Analysis, Project Management
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master, Business Administration; Finance, Accounting
Fordham University 1996 — 2000
Bachelor of Science, Business Major -Concentrations in Management and Marketing, Minor in Fine Arts
Peter Frankel's Bank of America Experience January 2001 - May 2003
Job Senior Vice President at Central Bank of Kansas City
Industry Banking
Experience
Central Bank of Kansas City September 2013 - Present
Central Bank of Kansas City December 2012 - Present
FOUNDATION COMMERCIAL MORTGAGE October 2011 - December 2012
V.P. – Commercial Real Estate Lending, Bank of Kansas October 2005 - October 2011
Regions Bank May 2003 - October 2005
Bank of America January 2001 - May 2003
Summit Capital Corporation June 1995 - January 2001
Skills
Loans, Investments, Investors, Credit, Financial Analysis, Real Estate, Public Speaking, Leadership, Small Business Lending, Commercial Real Estate, Finance, Mergers & Acquisitions, Banking, Commercial Lending, Brokerage, Commercial Mortgages, Portfolio Management, Construction Loans, Real Estate Development, Credit Analysis, Investment Properties, Real Estate Economics, Mortgage Lending, Commercial Banking, Underwriting, Real Estate Financing, Refinance, Loan Origination, Financial Structuring, FHA, Asset Management, Asset Based Lending, Consumer Lending, Credit Risk, Mortgage Banking, Valuation, Cash Management
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Professional Accounting
State University of New York at Old Westbury 1985 — 1987
BS, Finance
Central Bank of Kansas City September 2013 - Present
Central Bank of Kansas City December 2012 - Present
FOUNDATION COMMERCIAL MORTGAGE October 2011 - December 2012
V.P. – Commercial Real Estate Lending, Bank of Kansas October 2005 - October 2011
Regions Bank May 2003 - October 2005
Bank of America January 2001 - May 2003
Summit Capital Corporation June 1995 - January 2001
Skills
Loans, Investments, Investors, Credit, Financial Analysis, Real Estate, Public Speaking, Leadership, Small Business Lending, Commercial Real Estate, Finance, Mergers & Acquisitions, Banking, Commercial Lending, Brokerage, Commercial Mortgages, Portfolio Management, Construction Loans, Real Estate Development, Credit Analysis, Investment Properties, Real Estate Economics, Mortgage Lending, Commercial Banking, Underwriting, Real Estate Financing, Refinance, Loan Origination, Financial Structuring, FHA, Asset Management, Asset Based Lending, Consumer Lending, Credit Risk, Mortgage Banking, Valuation, Cash Management
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Professional Accounting
State University of New York at Old Westbury 1985 — 1987
BS, Finance
Joseph Cerato's Bank of America Experience October 2014 - August 2015
Job Global Workplace Solutions, Enterprise Services Platform at CBRE
Industry Facilities Services
Experience
CBRE Global Workplace Solutions September 2015 - Present
Bank of America October 2014 - August 2015
Bank of America December 2011 - May 2014
Bank of America January 2009 - December 2011
Merrill Lynch December 2001 - December 2008
Skills
Vendor Management, Operations Management, Outsourcing, Process Improvement, Financial Services, Cross-functional Team..., Presentation Development, Marketing Communications, Philanthropy, BPO, Virtual Teams, Corporate Social..., Management
Education
Yale University
Bachelor of Arts (B.A.), American Studies
Fordham University
Master of Science (MS), Graduate School of Religion, Religious Education, Spiritual Direction & Pastoral Counseling
CBRE Global Workplace Solutions September 2015 - Present
Bank of America October 2014 - August 2015
Bank of America December 2011 - May 2014
Bank of America January 2009 - December 2011
Merrill Lynch December 2001 - December 2008
Skills
Vendor Management, Operations Management, Outsourcing, Process Improvement, Financial Services, Cross-functional Team..., Presentation Development, Marketing Communications, Philanthropy, BPO, Virtual Teams, Corporate Social..., Management
Education
Yale University
Bachelor of Arts (B.A.), American Studies
Fordham University
Master of Science (MS), Graduate School of Religion, Religious Education, Spiritual Direction & Pastoral Counseling
Frances Thornton Frances Thornton's Bank of America Experience 2006 - 2007
Job Sharepoint Developer at Acuity Healthcare, LP
Industry Information Technology and Services
Experience
Acuity Healthcare, LP July 2013 - Present
Wells Fargo 2012 - Present
blackhairnet.tv January 2005 - Present
Bank of America 2006 - 2007
Yale University January 1999 - August 2004
Skills
Business Analysis, Visio, Microsoft SQL Server, Microsoft Office, SharePoint, SDLC, Project Management
Education
Fordham University 1996 — 2000
B.S., Computer Information Systems
Acuity Healthcare, LP July 2013 - Present
Wells Fargo 2012 - Present
blackhairnet.tv January 2005 - Present
Bank of America 2006 - 2007
Yale University January 1999 - August 2004
Skills
Business Analysis, Visio, Microsoft SQL Server, Microsoft Office, SharePoint, SDLC, Project Management
Education
Fordham University 1996 — 2000
B.S., Computer Information Systems
Gene Nagotko Gene Nagotko's Bank of America Experience December 2010 - September 2012
Job Financial Operations and Risk Management
Industry Capital Markets
Experience
Morgan Stanley October 2012 - January 2015
Bank of America December 2010 - September 2012
Merrill Lynch July 2000 - December 2010
Lehman Brothers January 1993 - July 2000
Skills
Credit, Fixed Income, Banking, Operations Management, Securitization, Financial Risk, Capital Markets, Finance, Derivatives, Loans, Credit Risk, Structured Finance, Trading, Financial Services, Operational Risk, Cash Management, Equities, Investments, Securities, Financial Markets, Investment Banking, Mortgage Lending, Due Diligence, Financial Structuring
Education
Fordham University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Morgan Stanley October 2012 - January 2015
Bank of America December 2010 - September 2012
Merrill Lynch July 2000 - December 2010
Lehman Brothers January 1993 - July 2000
Skills
Credit, Fixed Income, Banking, Operations Management, Securitization, Financial Risk, Capital Markets, Finance, Derivatives, Loans, Credit Risk, Structured Finance, Trading, Financial Services, Operational Risk, Cash Management, Equities, Investments, Securities, Financial Markets, Investment Banking, Mortgage Lending, Due Diligence, Financial Structuring
Education
Fordham University
BS, Accounting
New York University - Leonard N. Stern School of Business
MBA, Finance
Cathy Cherrstrom Cathy Cherrstrom's Bank of America Experience 1981 - 2010
Job Instructional Consultant Doctoral Intern at Texas A&M University
Industry Higher Education
Experience
SAGE Publications September 2011 - Present
Texas A&M University March 2011 - Present
Bank of America 1981 - 2010
Bank of America 2006 - 2009
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Bank of America 1999 - 2003
Bank of America 1994 - 1999
Skills
Banking, Credit, Commercial Banking, Cash Management, Leadership, Financial Services, Treasury Management, Business Development, Training, Coaching, Sales, Sales Management, Project Management, Six Sigma, Accounting, Small Business, Loans, Commercial Lending, Financial Analysis, Risk Management
Education
Fordham University 2009 — 2010
Masters, Adult Education & Human Resource Development
The University of New Mexico 1998 — 2000
Master of Business Administration (MBA)
Santa Clara University 1979 — 1983
Bachelor of Science in Commerce, Accounting
SAGE Publications September 2011 - Present
Texas A&M University March 2011 - Present
Bank of America 1981 - 2010
Bank of America 2006 - 2009
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Bank of America 1999 - 2003
Bank of America 1994 - 1999
Skills
Banking, Credit, Commercial Banking, Cash Management, Leadership, Financial Services, Treasury Management, Business Development, Training, Coaching, Sales, Sales Management, Project Management, Six Sigma, Accounting, Small Business, Loans, Commercial Lending, Financial Analysis, Risk Management
Education
Fordham University 2009 — 2010
Masters, Adult Education & Human Resource Development
The University of New Mexico 1998 — 2000
Master of Business Administration (MBA)
Santa Clara University 1979 — 1983
Bachelor of Science in Commerce, Accounting
Jeff Hilst Jeff Hilst's Bank of America Experience August 2011 - Present
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America August 2011 - Present
Bank of America July 2007 - August 2011
Keane, Inc. May 2005 - July 2007
Adecco 2004 - 2005
Prudential Financial 1998 - 2004
TD Waterhouse (Ameritrade) 1994 - 1998
Skills
Project Portfolio..., Business Analysis, SDLC, PMO, Project Management, E-commerce, Budgets, Strategic Planning, Analysis, Banking, Change Management, Portfolio Management, PMP, Vendor Management, Risk Management, Management
Education
Fordham Gabelli School of Business 1998 — 2000
MBA
University of Rhode Island - College of Business Administration 1989 — 1993
BS
Bank of America August 2011 - Present
Bank of America July 2007 - August 2011
Keane, Inc. May 2005 - July 2007
Adecco 2004 - 2005
Prudential Financial 1998 - 2004
TD Waterhouse (Ameritrade) 1994 - 1998
Skills
Project Portfolio..., Business Analysis, SDLC, PMO, Project Management, E-commerce, Budgets, Strategic Planning, Analysis, Banking, Change Management, Portfolio Management, PMP, Vendor Management, Risk Management, Management
Education
Fordham Gabelli School of Business 1998 — 2000
MBA
University of Rhode Island - College of Business Administration 1989 — 1993
BS
Hank McManus Hank McManus's Bank of America Experience 2009 - 2011
Job Reverse Mortgage Consultant at Evolve Bank and Trust
Industry Financial Services
Experience
Evolve Bank and Trust May 2015 - Present
LIBERTY Home Equity Solutions , Inc February 2013 - May 2015
MetLife Home Loans April 2011 - June 2012
Bank of America 2009 - 2011
Wells Fargo Home Mortgage 2007 - 2008
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Loans, FHA financing, Credit, Home Equity, USDA, Certified Mortgage..., Investments, Retirement, Investment Properties, Mortgage Marketing, Banking, Credit Analysis, VA loans, Commercial Mortgages, First Time Home Buyers, Underwriting, Construction Loans, Home Equity Loans, Mortgage Underwriting, Government Loans, Loss Mitigation, Commercial Lending, Mortgage Servicing, Real Estate, Funding, Residential Homes, Real Estate Economics, Loan Servicing, Strategic Financial..., Insurance, Home Equity Lines of..., Consumer Lending, Referrals, Real Estate Financing, Finance, Foreclosures, Debt Consolidation, Options, FHA Financing, VA Loans, Financial Planning, Sales, Real Estate Transactions
Education
Fordham University
Master's degree, Social Work
Evolve Bank and Trust May 2015 - Present
LIBERTY Home Equity Solutions , Inc February 2013 - May 2015
MetLife Home Loans April 2011 - June 2012
Bank of America 2009 - 2011
Wells Fargo Home Mortgage 2007 - 2008
Skills
Reverse Mortgages, Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Residential Mortgages, Refinance, Loans, FHA financing, Credit, Home Equity, USDA, Certified Mortgage..., Investments, Retirement, Investment Properties, Mortgage Marketing, Banking, Credit Analysis, VA loans, Commercial Mortgages, First Time Home Buyers, Underwriting, Construction Loans, Home Equity Loans, Mortgage Underwriting, Government Loans, Loss Mitigation, Commercial Lending, Mortgage Servicing, Real Estate, Funding, Residential Homes, Real Estate Economics, Loan Servicing, Strategic Financial..., Insurance, Home Equity Lines of..., Consumer Lending, Referrals, Real Estate Financing, Finance, Foreclosures, Debt Consolidation, Options, FHA Financing, VA Loans, Financial Planning, Sales, Real Estate Transactions
Education
Fordham University
Master's degree, Social Work
Laura Simons Laura Simons's Bank of America Experience June 2006 - March 2007
Job Senior Credit Analyst at American Heritage Federal Credit Union
Industry Banking
Experience
American Heritage Federal Credit Union October 2011 - Present
A division of PNC Bank July 2007 - October 2010
CIT March 2007 - July 2008
Bank of America June 2006 - March 2007
The Bank of New York October 1994 - April 2006
Citizens Bank, now Bank of America February 1992 - October 1994
UJB now Bank of America May 1990 - September 1992
PNC July 1987 - August 1990
PNC Bank, formerly Midlantic July 1984 - May 1987
Skills
Small Business Lending, Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Mortgages, Banking, Underwriting, Financial Analysis, SBA, Lines Of Credit
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Finance
Fordham University 1980 — 1984
BS, International Business and Spanish
American Heritage Federal Credit Union October 2011 - Present
A division of PNC Bank July 2007 - October 2010
CIT March 2007 - July 2008
Bank of America June 2006 - March 2007
The Bank of New York October 1994 - April 2006
Citizens Bank, now Bank of America February 1992 - October 1994
UJB now Bank of America May 1990 - September 1992
PNC July 1987 - August 1990
PNC Bank, formerly Midlantic July 1984 - May 1987
Skills
Small Business Lending, Commercial Lending, Loans, Credit Analysis, Credit, Commercial Banking, Commercial Mortgages, Banking, Underwriting, Financial Analysis, SBA, Lines Of Credit
Education
Pace University - Lubin School of Business 1985 — 1989
MBA, Finance
Fordham University 1980 — 1984
BS, International Business and Spanish
Roland Voyages Roland Voyages's Bank of America Experience August 2011 - Present
Job Sr. Change Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2011 - Present
Apollo Management 2010 - July 2011
Morgan Stanley 2009 - 2010
Fairfield Greenwich Group March 2007 - December 2008
Artisan Partners Limited Partnership September 2005 - September 2006
Commerzbank Capital Markets Corp October 1998 - May 2005
Bank of America July 1987 - September 1998
Skills
Options, Management, Investment Banking, Alternative Investments, Derivatives, IT Solutions, IT Strategy, Project Management, Program Management..., Excel, PowerPoint, Visio, Microsoft Project, Risk Management, Data Center, Program Management, Integration, Banking, Disaster Recovery
Education
NYU Polytechnic University 1984 — 1986
MS, Information Technology Management, 3.5
Fordham University
BS, Accounting & Finance
Bank of America August 2011 - Present
Apollo Management 2010 - July 2011
Morgan Stanley 2009 - 2010
Fairfield Greenwich Group March 2007 - December 2008
Artisan Partners Limited Partnership September 2005 - September 2006
Commerzbank Capital Markets Corp October 1998 - May 2005
Bank of America July 1987 - September 1998
Skills
Options, Management, Investment Banking, Alternative Investments, Derivatives, IT Solutions, IT Strategy, Project Management, Program Management..., Excel, PowerPoint, Visio, Microsoft Project, Risk Management, Data Center, Program Management, Integration, Banking, Disaster Recovery
Education
NYU Polytechnic University 1984 — 1986
MS, Information Technology Management, 3.5
Fordham University
BS, Accounting & Finance
Luisa Rivera Luisa Rivera's Bank of America Experience September 2008 - February 2010
Job Assistant Operations Manager at Valdez Logistics
Industry Banking
Experience
Valdez Logistics March 2013 - Present
Bank of America September 2008 - February 2010
Time Warner Cable February 2006 - September 2008
The Bank of New York March 2004 - February 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, English, Team Leadership, Leadership, Time Management, Event Planning, Photoshop, Financial Analysis, Windows, Accounting, Outlook, Access, Analysis, Budgets, Sales, Data Analysis, Management, Training, Forecasting, Marketing, Market Research, Customer Satisfaction, Call Centers, Financial Services, Banking, Salesforce.com, Administrative..., Retail, Team Building
Education
State University of New York Maritime College 2015 — 2018
Master’s Degree, International Transportation and Management ITM
Fordham University 2010 — 2015
Bachelor of Science (B.S.), Business Administration, 3.3
Valdez Logistics March 2013 - Present
Bank of America September 2008 - February 2010
Time Warner Cable February 2006 - September 2008
The Bank of New York March 2004 - February 2005
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Research, Social Media, English, Team Leadership, Leadership, Time Management, Event Planning, Photoshop, Financial Analysis, Windows, Accounting, Outlook, Access, Analysis, Budgets, Sales, Data Analysis, Management, Training, Forecasting, Marketing, Market Research, Customer Satisfaction, Call Centers, Financial Services, Banking, Salesforce.com, Administrative..., Retail, Team Building
Education
State University of New York Maritime College 2015 — 2018
Master’s Degree, International Transportation and Management ITM
Fordham University 2010 — 2015
Bachelor of Science (B.S.), Business Administration, 3.3
Glenn Straffi Glenn Straffi's Bank of America Experience March 1993 - March 2008
Job Senior Vice President Head of Residential and Consumer Lending at PeapackGladstone Bank
Industry Financial Services
Experience
Peapack-Gladstone Bank March 2014 - Present
Citi April 2012 - March 2014
Indus American Bank March 2011 - April 2012
Metlife Home Loans March 2009 - December 2010
Countrywide Home Loans September 2002 - March 2008
Bank of America March 1993 - March 2008
NatWest Bank January 1989 - September 1993
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, Risk Management, Portfolio Management, Banking, Credit Risk, Sales Management, Team Building, Strategic Financial..., Underwriting, Commercial Lending, Sales, Credit Analysis, Commercial Mortgages, VA loans, FHA financing, Consumer Lending, Mortgage Underwriting, Construction Loans, Relationship Management, Small Business Lending, Lines Of Credit, Commercial Banking, Reverse Mortgages, Loss Mitigation, Loan Servicing, Funding, Home Equity Loans, Mortgage Servicing, Real Estate Financing, Financial Services, USDA, Financial Structuring, Real Estate Economics, Certified Mortgage..., Cross Selling, Finance, Home Equity Lines of..., Investments, Retail Banking, Asset Based Lending, Government Loans, SBA, VA Loans
Education
Fordham University 1973 — 1977
BS, Marketing Management
Different
Peapack-Gladstone Bank March 2014 - Present
Citi April 2012 - March 2014
Indus American Bank March 2011 - April 2012
Metlife Home Loans March 2009 - December 2010
Countrywide Home Loans September 2002 - March 2008
Bank of America March 1993 - March 2008
NatWest Bank January 1989 - September 1993
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, Risk Management, Portfolio Management, Banking, Credit Risk, Sales Management, Team Building, Strategic Financial..., Underwriting, Commercial Lending, Sales, Credit Analysis, Commercial Mortgages, VA loans, FHA financing, Consumer Lending, Mortgage Underwriting, Construction Loans, Relationship Management, Small Business Lending, Lines Of Credit, Commercial Banking, Reverse Mortgages, Loss Mitigation, Loan Servicing, Funding, Home Equity Loans, Mortgage Servicing, Real Estate Financing, Financial Services, USDA, Financial Structuring, Real Estate Economics, Certified Mortgage..., Cross Selling, Finance, Home Equity Lines of..., Investments, Retail Banking, Asset Based Lending, Government Loans, SBA, VA Loans
Education
Fordham University 1973 — 1977
BS, Marketing Management
Different
KIMANIE FARQUHARSON's Bank of America Experience August 2011 - August 2012
Job Business Consultant at First Data Corporation
Industry Financial Services
Experience
First Data Corporation May 2015 - Present
R.A. BODACK LLC October 2012 - May 2015
Bank of America August 2011 - August 2012
JPMorgan Chase & Co. November 2006 - April 2011
Primerica December 2002 - October 2006
Skills
Banking, Retail Banking, Commercial Banking, Financial Services, Corporate Finance, Risk Management, Relationship Management, Relationship Building, Business Strategy, Private Banking, Core Banking, Branch Banking, Private Equity, Venture Capital, Treasury Management, Commercial Lending, Commercial Real Estate, Commercial Management
Education
Fordham University 2002 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
First Data Corporation May 2015 - Present
R.A. BODACK LLC October 2012 - May 2015
Bank of America August 2011 - August 2012
JPMorgan Chase & Co. November 2006 - April 2011
Primerica December 2002 - October 2006
Skills
Banking, Retail Banking, Commercial Banking, Financial Services, Corporate Finance, Risk Management, Relationship Management, Relationship Building, Business Strategy, Private Banking, Core Banking, Branch Banking, Private Equity, Venture Capital, Treasury Management, Commercial Lending, Commercial Real Estate, Commercial Management
Education
Fordham University 2002 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Frank Rizzo Frank Rizzo's Bank of America Experience January 2013 - February 2014
Job Motivated and Goal Oriented
Industry Marketing and Advertising
Experience
Indeed.com March 2014 - Present
New Jersey State SPCA Humane Police January 2013 - Present
FMS Graphics, Inc September 2005 - Present
Bank of America January 2013 - February 2014
Enterprise Rent-A-Car August 2011 - January 2013
Enterprise Rent-A-Car January 2011 - August 2011
Enterprise Rent-A-Car May 2010 - January 2011
Union Communtiy Health Center December 2009 - April 2010
Under Armour December 2009 - January 2010
Stealth Security, Inc January 2007 - May 2009
Skills
Customer Service, Outlook, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Marketing, Microsoft Office, Teamwork, Market Research, Financial Analysis, Research, Event Planning, Management, Facebook, Account Management, Leadership, Social Networking, Team Leadership, New Business Development, Social Media Marketing, Team Management, CRM, Business Development, Incident Command, Banking, Customer Satisfaction
Education
Fordham University 2006 — 2010
BA, History
Bergen Catholic High School 2002 — 2006
Academic
Indeed.com March 2014 - Present
New Jersey State SPCA Humane Police January 2013 - Present
FMS Graphics, Inc September 2005 - Present
Bank of America January 2013 - February 2014
Enterprise Rent-A-Car August 2011 - January 2013
Enterprise Rent-A-Car January 2011 - August 2011
Enterprise Rent-A-Car May 2010 - January 2011
Union Communtiy Health Center December 2009 - April 2010
Under Armour December 2009 - January 2010
Stealth Security, Inc January 2007 - May 2009
Skills
Customer Service, Outlook, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Social Media, Public Speaking, Marketing, Microsoft Office, Teamwork, Market Research, Financial Analysis, Research, Event Planning, Management, Facebook, Account Management, Leadership, Social Networking, Team Leadership, New Business Development, Social Media Marketing, Team Management, CRM, Business Development, Incident Command, Banking, Customer Satisfaction
Education
Fordham University 2006 — 2010
BA, History
Bergen Catholic High School 2002 — 2006
Academic
Claudio Cacace Claudio Cacace's Bank of America Experience 2009 - September 2014
Job Sales Planning Supervisor at Barcel USA
Industry Information Technology and Services
Experience
Barcel USA June 2015 - Present
Bank of America 2009 - September 2014
Skills
Business Analysis, Data Analysis, Business Intelligence, Microsoft SQL Server, Analysis, Databases, SharePoint, Access, Strategy, Project Management, SQL, SSIS, SSRS, ETL
Education
Fordham University 1973 — 1977
BS, Marketing
Barcel USA June 2015 - Present
Bank of America 2009 - September 2014
Skills
Business Analysis, Data Analysis, Business Intelligence, Microsoft SQL Server, Analysis, Databases, SharePoint, Access, Strategy, Project Management, SQL, SSIS, SSRS, ETL
Education
Fordham University 1973 — 1977
BS, Marketing
Kim E Lovell Kim E Lovell's Bank of America Experience January 1997 - December 1997
Job
Industry Primary/Secondary Education
Experience
Turlock Unified School District August 2007 - Present
Stanislaus County Ofiice of Education October 2007 - May 2009
Super Store Industries February 2005 - June 2007
Bank of America January 1997 - December 1997
Bank of the West - Marketing One Securities, Inc. May 1996 - December 1996
Atlas Securities Inc at World Savings and Loan - Golden West Financial December 1995 - May 1996
Colonial Life March 1995 - November 1995
First Interstate Bank January 1993 - September 1994
Morgan Stanley January 1989 - October 1992
Simms Capital Management, Ltd March 1987 - December 1988
Education
Fordham Gabelli School of Business 1986 — 1991
MBA
Fordham University 1978 — 1982
BS
Turlock Unified School District August 2007 - Present
Stanislaus County Ofiice of Education October 2007 - May 2009
Super Store Industries February 2005 - June 2007
Bank of America January 1997 - December 1997
Bank of the West - Marketing One Securities, Inc. May 1996 - December 1996
Atlas Securities Inc at World Savings and Loan - Golden West Financial December 1995 - May 1996
Colonial Life March 1995 - November 1995
First Interstate Bank January 1993 - September 1994
Morgan Stanley January 1989 - October 1992
Simms Capital Management, Ltd March 1987 - December 1988
Education
Fordham Gabelli School of Business 1986 — 1991
MBA
Fordham University 1978 — 1982
BS
Edward O'Connor Edward O'Connor's Bank of America Experience September 2003 - December 2006
Job Managing Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2013 - Present
Barclays Investment Bank January 2007 - December 2013
Bank of America September 2003 - December 2006
J.P. Morgan May 1990 - August 2003
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
J.P. Morgan Asset Management December 2013 - Present
Barclays Investment Bank January 2007 - December 2013
Bank of America September 2003 - December 2006
J.P. Morgan May 1990 - August 2003
Skills
CPA
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting and Business/Management
Loretta Smith-Hardy Loretta Smith-Hardy's Bank of America Experience 2010 - 2011
Job Early Childhood Education Management Public Schools, MAT. MBA
Industry Education Management
Experience
Public School New Jersey Metro Area 2012 - Present
Bank of America 2010 - 2011
JPMorgan Chase June 2007 - July 2010
The Provident Bank June 2004 - June 2007
Skills
Elementary Education..., Program Management, Sales Management, Marketing Strategy, Marketing Communications, Recruiting, Time Management, Strategic Planning, Strategy, Project Management, New Business Development, Business Analysis, Educational Management
Education
Montclair State University Graduate School of Education and Human Services 2012 — 2015
Master's degree in Education complete May 2015, Early Childhood Education and Teaching, Pre-School through 3rd Grade
Fordham University - Graduate School of Business Administration
MBA, Business Management, Business Administration, Management and Marketing
Pratt Institute
Bachelor of Fine Arts (BFA), Retail and Art Management
High School
Public School New Jersey Metro Area 2012 - Present
Bank of America 2010 - 2011
JPMorgan Chase June 2007 - July 2010
The Provident Bank June 2004 - June 2007
Skills
Elementary Education..., Program Management, Sales Management, Marketing Strategy, Marketing Communications, Recruiting, Time Management, Strategic Planning, Strategy, Project Management, New Business Development, Business Analysis, Educational Management
Education
Montclair State University Graduate School of Education and Human Services 2012 — 2015
Master's degree in Education complete May 2015, Early Childhood Education and Teaching, Pre-School through 3rd Grade
Fordham University - Graduate School of Business Administration
MBA, Business Management, Business Administration, Management and Marketing
Pratt Institute
Bachelor of Fine Arts (BFA), Retail and Art Management
High School
Konstantine Vrazhilov's Bank of America Experience February 2015 - Present
Job Officer, Financial Center Manager II
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America June 2013 - Present
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Access, Outlook, Public Speaking, Research, Leadership, Data Analysis, Financial Reporting, Social Media, Event Planning, Strategic Planning, Team Leadership, Management, Fundraising, Project Management, Editing, Non-profits, Sales Management, Community Outreach, Customer Service, Time Management, Teamwork, Data Entry, Nonprofits, Policy Analysis, Social Networking, Budgets, Coaching, SPSS
Education
Fordham University 2010 — 2013
Bachelor's degree, International/Global Studies, Sociology, Economics
Brophy College Prep 2006 — 2010
Bank of America February 2015 - Present
Bank of America June 2013 - Present
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Access, Outlook, Public Speaking, Research, Leadership, Data Analysis, Financial Reporting, Social Media, Event Planning, Strategic Planning, Team Leadership, Management, Fundraising, Project Management, Editing, Non-profits, Sales Management, Community Outreach, Customer Service, Time Management, Teamwork, Data Entry, Nonprofits, Policy Analysis, Social Networking, Budgets, Coaching, SPSS
Education
Fordham University 2010 — 2013
Bachelor's degree, International/Global Studies, Sociology, Economics
Brophy College Prep 2006 — 2010
Stefanos Kazantzis Stefanos Kazantzis's Bank of America Experience January 2003 - May 2005
Job Senior Shipping & Finance Advisor at McQuilling Partners, Inc.
Industry Financial Services
Experience
McQuilling Partners, Inc. October 2013 - Present
Tandem Partners SARL April 2013 - September 2013
Globus Capital Management April 2011 - April 2013
Bank of America January 2003 - May 2005
Skills
Private Equity, Emerging Markets, Alternative Investments, Investments, Portfolio Management, Investment Banking, Securities, Equities, Hedge Funds, Series 63, Mutual Funds, Asset Managment, Valuation, Financial Analysis, Financial Modeling, Asset Allocation, Fixed Income, Due Diligence, Banking, Credit Analysis, Capital Markets, Shipping, International Shipping, Venture Financing, Structured Products, Financial Services, Asset Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.), Finance/Entrepreneurship
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2002
Bachelor of Science (B.S.), Finance and Economics
McQuilling Partners, Inc. October 2013 - Present
Tandem Partners SARL April 2013 - September 2013
Globus Capital Management April 2011 - April 2013
Bank of America January 2003 - May 2005
Skills
Private Equity, Emerging Markets, Alternative Investments, Investments, Portfolio Management, Investment Banking, Securities, Equities, Hedge Funds, Series 63, Mutual Funds, Asset Managment, Valuation, Financial Analysis, Financial Modeling, Asset Allocation, Fixed Income, Due Diligence, Banking, Credit Analysis, Capital Markets, Shipping, International Shipping, Venture Financing, Structured Products, Financial Services, Asset Management
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
Master of Business Administration (M.B.A.), Finance/Entrepreneurship
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2002
Bachelor of Science (B.S.), Finance and Economics
Laura Cienkowski's Bank of America Experience November 2009 - September 2010
Job Programme Officer
Industry Human Resources
Experience
Global Partnerships Forum September 2014 - Present
Horizon Healthcare Staffing July 2011 - February 2013
The White House Project September 2010 - May 2011
Bank of America November 2009 - September 2010
Starbucks June 2007 - November 2009
Skills
Customer Service, Word, Research, Microsoft Office, Social Media, Facebook, Inventory Management, PowerPoint, Excel, Writing, Scheduling, Interpersonal..., Organization, Microsoft Excel, Supervising, Microsoft Word, Interviews, Data Entry, Marketing, Management, Temporary Placement, Training, Staffing Services, Time Management, Human Resources, Temporary Staffing
Education
Fordham University 2009 — 2011
Bachelors of Arts, History
Locust Valley High School
Global Partnerships Forum September 2014 - Present
Horizon Healthcare Staffing July 2011 - February 2013
The White House Project September 2010 - May 2011
Bank of America November 2009 - September 2010
Starbucks June 2007 - November 2009
Skills
Customer Service, Word, Research, Microsoft Office, Social Media, Facebook, Inventory Management, PowerPoint, Excel, Writing, Scheduling, Interpersonal..., Organization, Microsoft Excel, Supervising, Microsoft Word, Interviews, Data Entry, Marketing, Management, Temporary Placement, Training, Staffing Services, Time Management, Human Resources, Temporary Staffing
Education
Fordham University 2009 — 2011
Bachelors of Arts, History
Locust Valley High School
Dan Chappell Dan Chappell's Bank of America Experience May 2004 - August 2014
Job EVP, Chief Human Resources Officer at Seacoast Bank
Industry Financial Services
Experience
Seacoast Bank August 2014 - Present
Bank of America May 2004 - August 2014
Right Managment 2002 - 2004
Avaya 2000 - 2001
Honeywell 1995 - 1999
Cytec 1991 - 1996
Skills
Organizational..., Performance Management, Employee Engagement, Talent Acquisition, Human Resources, Leadership, Coaching, Succession Planning, Talent Management, Career Counseling, Training, Organizational Design, Six Sigma, Deferred Compensation, Onboarding, Organizational..., Sales, Workforce Planning, Employee Relations, HRIS, Executive Management
Education
Fordham Gabelli School of Business 1992 — 1993
Graduate Business Studies
La Salle University - School of Business Administration 1981 — 1985
Bachelor of Science (BSc), Labor Relations and Organizational Behavior
Seacoast Bank August 2014 - Present
Bank of America May 2004 - August 2014
Right Managment 2002 - 2004
Avaya 2000 - 2001
Honeywell 1995 - 1999
Cytec 1991 - 1996
Skills
Organizational..., Performance Management, Employee Engagement, Talent Acquisition, Human Resources, Leadership, Coaching, Succession Planning, Talent Management, Career Counseling, Training, Organizational Design, Six Sigma, Deferred Compensation, Onboarding, Organizational..., Sales, Workforce Planning, Employee Relations, HRIS, Executive Management
Education
Fordham Gabelli School of Business 1992 — 1993
Graduate Business Studies
La Salle University - School of Business Administration 1981 — 1985
Bachelor of Science (BSc), Labor Relations and Organizational Behavior
Daren Demcsik Daren Demcsik's Bank of America Experience May 1997 - April 2000
Job Vice President at Access Capital
Industry Banking
Experience
Access Capital May 2003 - Present
Wells Fargo April 2000 - May 2003
Bank of America May 1997 - April 2000
The CIT Group 1994 - 1997
Skills
Mergers, Asset Based Lending, Finance, Start-ups, Underwriting, Business Planning, Mergers & Acquisitions, Cash Flow, Loans, Commercial Lending, Middle Market, Forecasting, Management, Sales, Credit
Education
Fordham University 1990 — 1994
Business Administration, Finance
The Peddie School
Access Capital May 2003 - Present
Wells Fargo April 2000 - May 2003
Bank of America May 1997 - April 2000
The CIT Group 1994 - 1997
Skills
Mergers, Asset Based Lending, Finance, Start-ups, Underwriting, Business Planning, Mergers & Acquisitions, Cash Flow, Loans, Commercial Lending, Middle Market, Forecasting, Management, Sales, Credit
Education
Fordham University 1990 — 1994
Business Administration, Finance
The Peddie School
Akimi Biggs Akimi Biggs's Bank of America Experience January 2013 - June 2014
Job Art Buyer at Bank of America
Industry Arts and Crafts
Experience
Bank of America January 2013 - June 2014
Bank of America January 2013 - June 2014
Ogilvy & Mather April 2006 - January 2013
Regan Campbell Ward November 2006 - March 2007
Sudler & Hennessey August 2002 - June 2006
The Bravo Group June 1997 - March 2002
The Bravo Group/Y&R June 1996 - May 1997
Skills
Creative Direction, Art Direction, Art, Creative Strategy, Image Manipulation, Interactive Advertising, Concept Development, Advertising, Photography, Outdoor Advertising, Illustration, Graphic Design, Digital Photography, Corporate Identity, Integrated Marketing, Brand Development, Image Editing, Digital Media, Digital Strategy, Editorial, Fine Art, Magazines
Education
Fordham University 1992 — 1996
BA, COMMUNICATIONS AND MEDIA ARTS
Bank of America January 2013 - June 2014
Bank of America January 2013 - June 2014
Ogilvy & Mather April 2006 - January 2013
Regan Campbell Ward November 2006 - March 2007
Sudler & Hennessey August 2002 - June 2006
The Bravo Group June 1997 - March 2002
The Bravo Group/Y&R June 1996 - May 1997
Skills
Creative Direction, Art Direction, Art, Creative Strategy, Image Manipulation, Interactive Advertising, Concept Development, Advertising, Photography, Outdoor Advertising, Illustration, Graphic Design, Digital Photography, Corporate Identity, Integrated Marketing, Brand Development, Image Editing, Digital Media, Digital Strategy, Editorial, Fine Art, Magazines
Education
Fordham University 1992 — 1996
BA, COMMUNICATIONS AND MEDIA ARTS
Bill Sherman Bill Sherman's Bank of America Experience December 2011 - June 2013
Job NMLO at Willow Bend Mortgage Company
Industry Financial Services
Experience
Willow Bend Mortgage Company July 2014 - Present
H&R Block December 2013 - April 2014
Bank of America December 2011 - June 2013
Wells Fargo Home Mortgage June 2010 - August 2011
StoneWater Mortgage 2008 - April 2011
Pro-Active Commercial lending 2008 - November 2008
Washington Mutual September 2007 - December 2007
CIT Home lending December 2000 - September 2007
The CIT Group 2000 - 2007
Skills
Banking, Foreclosure..., Refinance, Credit Analysis, Investments, Mortgage Banking, Underwriting, Foreclosures, Mortgage Lending, Residential Homes, Finance, Commercial Lending, VA loans, Customer Service, Consumer Lending, Real Estate Financing, Credit Risk, Sales, Commercial Mortgages, Risk Management, Negotiation, Portfolio Management, Reverse Mortgages, Small Business Lending, Financial Services, Strategic Financial..., First Time Home Buyers, Commercial Banking, FHA financing, Funding, Real Estate Transactions, Construction Loans, Mortgage Underwriting
Education
Fordham University 1968 — 1972
Bachelor of Arts, Political Science
Saint Francis Preparatory 1964 — 1968
High School, Math and Science
Willow Bend Mortgage Company July 2014 - Present
H&R Block December 2013 - April 2014
Bank of America December 2011 - June 2013
Wells Fargo Home Mortgage June 2010 - August 2011
StoneWater Mortgage 2008 - April 2011
Pro-Active Commercial lending 2008 - November 2008
Washington Mutual September 2007 - December 2007
CIT Home lending December 2000 - September 2007
The CIT Group 2000 - 2007
Skills
Banking, Foreclosure..., Refinance, Credit Analysis, Investments, Mortgage Banking, Underwriting, Foreclosures, Mortgage Lending, Residential Homes, Finance, Commercial Lending, VA loans, Customer Service, Consumer Lending, Real Estate Financing, Credit Risk, Sales, Commercial Mortgages, Risk Management, Negotiation, Portfolio Management, Reverse Mortgages, Small Business Lending, Financial Services, Strategic Financial..., First Time Home Buyers, Commercial Banking, FHA financing, Funding, Real Estate Transactions, Construction Loans, Mortgage Underwriting
Education
Fordham University 1968 — 1972
Bachelor of Arts, Political Science
Saint Francis Preparatory 1964 — 1968
High School, Math and Science
Kimberly M. Pino Kimberly M. Pino's Bank of America Experience June 2006 - February 2009
Job Senior Compliance Analyst at Western Union
Industry Financial Services
Experience
Western Union December 2013 - Present
Colorado Department of Labor and Employment March 2013 - December 2013
Promontory Financial Group, LLC November 2012 - January 2013
Senator Michael F. Bennet October 2012 - November 2012
Charles Schwab December 2011 - January 2012
Adams County Probation July 2011 - December 2011
MoneyGram International January 2010 - January 2011
Bank of America June 2006 - February 2009
Nextra Litigation Solutions October 2005 - June 2006
Skills
Legal Research, Fraud, Legal Writing, Research, Policy, Public Speaking, USA PATRIOT Act, AML, OFAC, Program Development, Nonprofits, Leadership, Community Outreach, Policy Analysis, Non-profits, Courts, Event Planning, Westlaw, Teaching, Analysis, Training, Interviews, Customer Service, Process Improvement
Education
University of Colorado at Denver 2012 — 2014
Master of Public Administration (MPA), Public Administration Concentration: Emergency Management
Oklahoma City University School of Law 2002 — 2005
JD, Law
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Classical Civilizations
Western Union December 2013 - Present
Colorado Department of Labor and Employment March 2013 - December 2013
Promontory Financial Group, LLC November 2012 - January 2013
Senator Michael F. Bennet October 2012 - November 2012
Charles Schwab December 2011 - January 2012
Adams County Probation July 2011 - December 2011
MoneyGram International January 2010 - January 2011
Bank of America June 2006 - February 2009
Nextra Litigation Solutions October 2005 - June 2006
Skills
Legal Research, Fraud, Legal Writing, Research, Policy, Public Speaking, USA PATRIOT Act, AML, OFAC, Program Development, Nonprofits, Leadership, Community Outreach, Policy Analysis, Non-profits, Courts, Event Planning, Westlaw, Teaching, Analysis, Training, Interviews, Customer Service, Process Improvement
Education
University of Colorado at Denver 2012 — 2014
Master of Public Administration (MPA), Public Administration Concentration: Emergency Management
Oklahoma City University School of Law 2002 — 2005
JD, Law
Fordham University 1998 — 2002
Bachelor of Arts (B.A.), Classical Civilizations
Francisco Tavarez's Bank of America Experience May 2000 - August 2008
Job Functional Applications Specialist at Fairfax County Public Schools
Industry Computer Hardware
Experience
Fairfax County Public Schools September 2008 - Present
Bank of America May 2000 - August 2008
Fleet / Bank of America 2000 - 2008
Skills
Norton Ghost, Dell Computers, PC Anywhere, Symantec Antivirus, Partition Magic, Blackberry, VPN, McAfee Antivirus, Hubs, Hardware, Routers, Visio, Epson, Operating Systems, Toshiba
Education
Fordham University 2003 — 2007
B. S., Computer Systems
West Virginia University
Fairfax County Public Schools September 2008 - Present
Bank of America May 2000 - August 2008
Fleet / Bank of America 2000 - 2008
Skills
Norton Ghost, Dell Computers, PC Anywhere, Symantec Antivirus, Partition Magic, Blackberry, VPN, McAfee Antivirus, Hubs, Hardware, Routers, Visio, Epson, Operating Systems, Toshiba
Education
Fordham University 2003 — 2007
B. S., Computer Systems
West Virginia University
Alan Cochran Alan Cochran's Bank of America Experience 1980 - 2000
Job Information Security and Data Protection
Industry Information Technology and Services
Experience
Global Payments, Inc 2011 - Present
Independant Consultant (Self-employed) 2010 - 2011
Kaiser Permanente 2008 - 2010
TSYS (Total Systems Services) 2005 - 2008
AmSouth Bank 2002 - 2005
Guardent, Inc 2000 - 2002
Bank of America 1980 - 2000
Skills
Information Security, Risk Management, Security Strategy, Enterprise Security, Managed Security..., Leadership, PCI DSS, Management, Information Security..., Vendor Management, CISSP, International Relations, Mergers & Acquisitions, Vulnerability Assessment, Program Management, Strategy, IT Management, Requirements Analysis, SDLC, Process Improvement, Computer Security, Intrusion Detection, Change Management, IT Operations, Business Process..., Business Intelligence, Virtualization, ITIL, Network Security, Governance, IT Audit, Data Privacy, Firewalls, Technical Support, Data Center, Integration, Business Continuity, Financial Risk, Product Management, SaaS, Executive Management, Cloud Computing, Information Technology, Security Program..., Security, Disaster Recovery, IT Strategy, Networking, Business Analysis, Infrastructure
Education
Fordham University 1977 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Fordham University 1976 — 1980
Bachelor of Science (BS), Finance & Accounting
Global Payments, Inc 2011 - Present
Independant Consultant (Self-employed) 2010 - 2011
Kaiser Permanente 2008 - 2010
TSYS (Total Systems Services) 2005 - 2008
AmSouth Bank 2002 - 2005
Guardent, Inc 2000 - 2002
Bank of America 1980 - 2000
Skills
Information Security, Risk Management, Security Strategy, Enterprise Security, Managed Security..., Leadership, PCI DSS, Management, Information Security..., Vendor Management, CISSP, International Relations, Mergers & Acquisitions, Vulnerability Assessment, Program Management, Strategy, IT Management, Requirements Analysis, SDLC, Process Improvement, Computer Security, Intrusion Detection, Change Management, IT Operations, Business Process..., Business Intelligence, Virtualization, ITIL, Network Security, Governance, IT Audit, Data Privacy, Firewalls, Technical Support, Data Center, Integration, Business Continuity, Financial Risk, Product Management, SaaS, Executive Management, Cloud Computing, Information Technology, Security Program..., Security, Disaster Recovery, IT Strategy, Networking, Business Analysis, Infrastructure
Education
Fordham University 1977 — 1980
Bachelor of Science (B.S.), Accounting and Finance
Fordham University 1976 — 1980
Bachelor of Science (BS), Finance & Accounting
Maggie Mondragon Maggie Mondragon's Bank of America Experience June 2011 - December 2012
Job Project Coordinator at BankUnited
Industry Banking
Experience
BankUnited January 2015 - Present
BankUnited January 2013 - December 2014
Bank of America June 2011 - December 2012
Bank of America May 2006 - June 2011
Skills
Outlook, Banking, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Associate Engagement, Administrative..., Travel Planning, Team Building, Process Improvement, Analysis, Contractors, Office Administration, Volunteer Management, Credit, Credit Analysis, Loans
Education
Fordham University 1998 — 2002
Bachelor of Arts (BA), Psychology
BankUnited January 2015 - Present
BankUnited January 2013 - December 2014
Bank of America June 2011 - December 2012
Bank of America May 2006 - June 2011
Skills
Outlook, Banking, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Associate Engagement, Administrative..., Travel Planning, Team Building, Process Improvement, Analysis, Contractors, Office Administration, Volunteer Management, Credit, Credit Analysis, Loans
Education
Fordham University 1998 — 2002
Bachelor of Arts (BA), Psychology
Liz Dorney-Wilcox's Bank of America Experience February 2007 - February 2013
Job Director of Executive Development at AbbVie
Industry Human Resources
Experience
AbbVie March 2013 - Present
Bank of America February 2007 - February 2013
Dell, Inc. 2005 - 2007
Office Depot 2004 - 2005
GE 2002 - 2004
GE 2001 - 2002
GE Capital 1990 - 2001
Skills
Leadership Development, Executive Development, Succession Planning, C-Level Consulting, Executive Coaching, Executive-Level..., Executive Education, Professional..., Program Management, Project Management, Program Development, Program Facilitation, Onboarding, Organizational Learning, Action Learning, Learning Management, Talent Management, Training Delivery, Thought Leadership, Global Delivery, International, Stakeholder Engagement, Employee Engagement, Vendor Relationships, Executive Presentations, Operations Training, Subject Matter Experts, M&A support
Education
Fordham University 1982 — 1986
Bachelor of Arts (BA), History
AbbVie March 2013 - Present
Bank of America February 2007 - February 2013
Dell, Inc. 2005 - 2007
Office Depot 2004 - 2005
GE 2002 - 2004
GE 2001 - 2002
GE Capital 1990 - 2001
Skills
Leadership Development, Executive Development, Succession Planning, C-Level Consulting, Executive Coaching, Executive-Level..., Executive Education, Professional..., Program Management, Project Management, Program Development, Program Facilitation, Onboarding, Organizational Learning, Action Learning, Learning Management, Talent Management, Training Delivery, Thought Leadership, Global Delivery, International, Stakeholder Engagement, Employee Engagement, Vendor Relationships, Executive Presentations, Operations Training, Subject Matter Experts, M&A support
Education
Fordham University 1982 — 1986
Bachelor of Arts (BA), History
Timothy Jung's Bank of America Experience 2010 - 2012
Job Financial Services Regulatory Advisory at PwC
Industry Financial Services
Experience
PwC January 2013 - Present
Bank of America 2010 - 2012
Capital Markets Engineering & Trading 2008 - 2010
Barclaycard 2007 - 2008
Citigroup, Inc 1996 - 2007
UBS Investment Bank 1992 - 1996
PwC 1988 - 1992
Skills
Capital Markets, Internal Controls, Forecasting, Securitization, Financial Modeling, Fixed Income, Financial Analysis, Banking, Cash Management, Financial Regulation, Accounting
Education
Fordham University
MBA, Finance
Villanova University
BS, Accountancy
PwC January 2013 - Present
Bank of America 2010 - 2012
Capital Markets Engineering & Trading 2008 - 2010
Barclaycard 2007 - 2008
Citigroup, Inc 1996 - 2007
UBS Investment Bank 1992 - 1996
PwC 1988 - 1992
Skills
Capital Markets, Internal Controls, Forecasting, Securitization, Financial Modeling, Fixed Income, Financial Analysis, Banking, Cash Management, Financial Regulation, Accounting
Education
Fordham University
MBA, Finance
Villanova University
BS, Accountancy
Jerry Luff, CFP's Bank of America Experience March 2000 - February 2006
Job Chief Operating Officer, Baker Avenue Asset Management
Industry Investment Management
Experience
Baker Ave Asset Management March 2006 - Present
Bank of America March 2000 - February 2006
Bear Stearns May 1995 - February 2000
Morgan Stanley January 1990 - January 1995
Skills
Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations, Fixed Income, Equities, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Investment Management, Retirement Planning, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Finance
NCHS 1980 — 1984
Baker Ave Asset Management March 2006 - Present
Bank of America March 2000 - February 2006
Bear Stearns May 1995 - February 2000
Morgan Stanley January 1990 - January 1995
Skills
Wealth Management, Human Resources, Asset Managment, Compliance, Sales Operations, Fixed Income, Equities, Investments, Financial Analysis, Hedge Funds, Financial Modeling, Capital Markets, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Investment Management, Retirement Planning, Asset Allocation
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (MBA), Finance
The University of Texas at Arlington 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing/Finance
NCHS 1980 — 1984
Christian Covello's Bank of America Experience December 1996 - January 2006
Job Senior Vice President at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC January 2006 - Present
Bank of America December 1996 - January 2006
JP Morgan Chase September 1990 - December 1996
Education
Fordham University 1986 — 1990
HSBC January 2006 - Present
Bank of America December 1996 - January 2006
JP Morgan Chase September 1990 - December 1996
Education
Fordham University 1986 — 1990
Raja Naresh, CTP, MBA's Bank of America Experience August 2015 - Present
Job Middle Office professional
Industry Financial Services
Experience
Bank of America August 2015 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank September 2013 - May 2014
Barclays August 2012 - June 2013
Merrill Lynch September 2007 - May 2012
Morgan Stanley November 2002 - April 2005
Skills
Derivatives, Fixed Income, Bloomberg, Banking, Product Control, Trade Support, Interest Rate..., Operations, Middle Office, CTP, SQL
Education
University of Mumbai 1990 — 1994
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Bank of America August 2015 - Present
Deutsche Bank June 2014 - July 2015
Deutsche Bank September 2013 - May 2014
Barclays August 2012 - June 2013
Merrill Lynch September 2007 - May 2012
Morgan Stanley November 2002 - April 2005
Skills
Derivatives, Fixed Income, Bloomberg, Banking, Product Control, Trade Support, Interest Rate..., Operations, Middle Office, CTP, SQL
Education
University of Mumbai 1990 — 1994
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General
Monica Skibo, CFA's Bank of America Experience August 1998 - November 2002
Job Ebroking Sales Representative at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon December 2013 - Present
Tradition October 2011 - November 2013
Citigroup February 2003 - February 2010
Bank of America August 1998 - November 2002
Skills
Trading, Bloomberg, Equities, Series 63, Series 7, Securities, Analytics, E-commerce, E-business, CRM, Investments, Financial Services, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
MBA, Finance
University of North Carolina at Chapel Hill
BSBA, Finance, General
Tullett Prebon December 2013 - Present
Tradition October 2011 - November 2013
Citigroup February 2003 - February 2010
Bank of America August 1998 - November 2002
Skills
Trading, Bloomberg, Equities, Series 63, Series 7, Securities, Analytics, E-commerce, E-business, CRM, Investments, Financial Services, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
MBA, Finance
University of North Carolina at Chapel Hill
BSBA, Finance, General
Chris Blloshmi's Bank of America Experience 2010 - July 2011
Job Treasury Risk Management at Citibank
Industry Banking
Experience
Citibank March 2012 - Present
Barclays Capital March 2011 - March 2012
Bank of America 2010 - July 2011
Credit Suisse November 2007 - March 2010
MF Global 2008 - 2008
Helaba Landesbank April 2005 - October 2007
SoundView Technology Group February 1999 - January 2001
Flexi International 1998 - 1999
Skills
Credit Risk, Market Risk, Operational Risk, Derivatives, Basel II, Fixed Income, Capital Markets, Interest Rate..., Investment Banking, Credit Derivatives, Financial Risk, Equities, FX Options, Trading Systems, Middle Office, Dodd Frank, VAR, Treasury Risk, Project Management, Dodd-Frank, Equity Derivatives, Hedge Funds, Options, Structured Finance, Swaps
Education
Fordham University
Citibank March 2012 - Present
Barclays Capital March 2011 - March 2012
Bank of America 2010 - July 2011
Credit Suisse November 2007 - March 2010
MF Global 2008 - 2008
Helaba Landesbank April 2005 - October 2007
SoundView Technology Group February 1999 - January 2001
Flexi International 1998 - 1999
Skills
Credit Risk, Market Risk, Operational Risk, Derivatives, Basel II, Fixed Income, Capital Markets, Interest Rate..., Investment Banking, Credit Derivatives, Financial Risk, Equities, FX Options, Trading Systems, Middle Office, Dodd Frank, VAR, Treasury Risk, Project Management, Dodd-Frank, Equity Derivatives, Hedge Funds, Options, Structured Finance, Swaps
Education
Fordham University
Stephanie Malewski's Bank of America Experience November 2005 - April 2007
Job Registered Investment Advisor Representative/Business Manager
Industry Investment Banking
Experience
Merrill Lynch June 2013 - Present
The Stone Church Players May 2008 - Present
The Monmouth Civic Chorus September 2003 - Present
Citizens Climate Lobby 2014 - Present
Sierra Club 2010 - Present
Phoenix Productions, Inc. July 2002 - Present
The Metropolitan Opera November 2011 - May 2012
Credit Suisse October 2007 - October 2010
Bank of america November 2005 - April 2007
JPMorgan Chase October 1992 - October 2005
Skills
SDLC, Program Management, Risk Management, Strategy, PMO, Project Management, Leadership, Analysis, Management, Credit Derivatives, Fixed Income, Equities, Business Analysis, Budgets, Electronic Trading, Business Process..., Budget, Reference Data, Prime Brokerage, Middle Office, Six Sigma, Resource Management, Balanced Scorecard, Personnel Management, Key Performance..., Vendor Management, Investment Banking, Financial Services, Portfolio Management, Project Portfolio..., Trading Systems, Series 7, Singer, Musical Theatre, Opera, Singing, Dance, Costumes
Education
Fordham University 1993 — 1996
Bachelors, Psychology, Cognitive and Experimental
Hartt School of Music 1979 — 1981
Vocal Performance, Voice/Performance
Merrill Lynch June 2013 - Present
The Stone Church Players May 2008 - Present
The Monmouth Civic Chorus September 2003 - Present
Citizens Climate Lobby 2014 - Present
Sierra Club 2010 - Present
Phoenix Productions, Inc. July 2002 - Present
The Metropolitan Opera November 2011 - May 2012
Credit Suisse October 2007 - October 2010
Bank of america November 2005 - April 2007
JPMorgan Chase October 1992 - October 2005
Skills
SDLC, Program Management, Risk Management, Strategy, PMO, Project Management, Leadership, Analysis, Management, Credit Derivatives, Fixed Income, Equities, Business Analysis, Budgets, Electronic Trading, Business Process..., Budget, Reference Data, Prime Brokerage, Middle Office, Six Sigma, Resource Management, Balanced Scorecard, Personnel Management, Key Performance..., Vendor Management, Investment Banking, Financial Services, Portfolio Management, Project Portfolio..., Trading Systems, Series 7, Singer, Musical Theatre, Opera, Singing, Dance, Costumes
Education
Fordham University 1993 — 1996
Bachelors, Psychology, Cognitive and Experimental
Hartt School of Music 1979 — 1981
Vocal Performance, Voice/Performance
Ashley Esposito's Bank of America Experience February 2014 - December 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2015 - Present
Bank of America February 2014 - December 2014
Tiffany & Company November 2012 - December 2014
Bank of America April 2013 - February 2014
Bank of America October 2012 - April 2013
Various Hospitality Venues (full list available) October 2009 - October 2012
Wachovia Securities, LLC June 2008 - August 2008
BlueBeginning.com/LocalConnections.com June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Multitasking Skills, Team Leadership, Photoshop, Social Media Marketing, Online Advertising, Budget Monitoring, Marketing Communications, Event Marketing Strategy, Inventory, Mac OS X, Media Research, Viral Marketing, Social Networking, Sales, Up-selling, Filing, Organization Of Events, Building Relationships, Basic Comprehension of..., Budgets, Online Marketing, Sales Management
Education
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration; Concentrations in Finance & Entrepreneurship
Merrill Lynch 2015 - Present
Bank of America February 2014 - December 2014
Tiffany & Company November 2012 - December 2014
Bank of America April 2013 - February 2014
Bank of America October 2012 - April 2013
Various Hospitality Venues (full list available) October 2009 - October 2012
Wachovia Securities, LLC June 2008 - August 2008
BlueBeginning.com/LocalConnections.com June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML, Multitasking Skills, Team Leadership, Photoshop, Social Media Marketing, Online Advertising, Budget Monitoring, Marketing Communications, Event Marketing Strategy, Inventory, Mac OS X, Media Research, Viral Marketing, Social Networking, Sales, Up-selling, Filing, Organization Of Events, Building Relationships, Basic Comprehension of..., Budgets, Online Marketing, Sales Management
Education
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Business Administration; Concentrations in Finance & Entrepreneurship
Michael Madura's Bank of America Experience 2006 - Present
Job Principal at Bank of America
Industry Financial Services
Experience
Bank of America 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Credit Suisse October 1986 - September 2006
EF Hutton 1983 - 1986
Skills
Equities, Equity Derivatives, Settlement, Trading, Securities Lending, Operational Risk..., Capital Markets, Investment Banking, Prime Brokerage, Risk Management, Operational Risk, Alternative Investments, Asset Management, Fixed Income
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance/Investment Management
Ithaca College 1979 — 1983
B.S., Finance/Economics
Bank of America 2006 - Present
Bank of America Merrill Lynch 2006 - Present
Credit Suisse October 1986 - September 2006
EF Hutton 1983 - 1986
Skills
Equities, Equity Derivatives, Settlement, Trading, Securities Lending, Operational Risk..., Capital Markets, Investment Banking, Prime Brokerage, Risk Management, Operational Risk, Alternative Investments, Asset Management, Fixed Income
Education
Fordham Gabelli School of Business 1986 — 1989
M.B.A., Finance/Investment Management
Ithaca College 1979 — 1983
B.S., Finance/Economics
Beth Rakin's Bank of America Experience 1992 - 2004
Job Banking Leadership
Industry Banking
Experience
Wells Fargo September 2011 - Present
The Wells Fargo Private Bank October 2009 - September 2011
Bank of America 1992 - 2004
Summit Bank 1992 - 1995
Citibank (Banamex USA) 1984 - 1989
Warner Publisher Services January 1980 - October 1984
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Series 7, Credit Analysis, Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Commercial Banking, Mortgage Lending, Relationship Management, Underwriting, Investments, Financial Advisory, Retail Banking, Leadership, Financial Services, Lines Of Credit, Management, Series 63, Loan Origination, Private Banking, Insurance, Risk Management, Strategy, Coaching, Cross Selling, Sales, Strategic Planning, Financial Planning
Education
IPEC 2015 — 2015
In Pursuit of Executive Coaching Certificate
University of Pennsylvania 1999 — 2001
Fordham University 1989 — 1991
B.A. Economics, Business/Managerial Economics
Wells Fargo September 2011 - Present
The Wells Fargo Private Bank October 2009 - September 2011
Bank of America 1992 - 2004
Summit Bank 1992 - 1995
Citibank (Banamex USA) 1984 - 1989
Warner Publisher Services January 1980 - October 1984
Skills
Loans, Credit, Banking, Small Business Lending, Commercial Lending, Consumer Lending, Series 7, Credit Analysis, Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Commercial Banking, Mortgage Lending, Relationship Management, Underwriting, Investments, Financial Advisory, Retail Banking, Leadership, Financial Services, Lines Of Credit, Management, Series 63, Loan Origination, Private Banking, Insurance, Risk Management, Strategy, Coaching, Cross Selling, Sales, Strategic Planning, Financial Planning
Education
IPEC 2015 — 2015
In Pursuit of Executive Coaching Certificate
University of Pennsylvania 1999 — 2001
Fordham University 1989 — 1991
B.A. Economics, Business/Managerial Economics
Pete Lombardi's Bank of America Experience 2002 - 2005
Job Vice President/Commercial Real Estate/Wells Fargo
Industry Real Estate
Experience
Wells Fargo Bank April 2005 - Present
Bank of America 2002 - 2005
Skills
Real Estate, Finance, Loans, Real Estate Economics, Commercial Lending, Real Estate Financing, Credit, Loan Origination, Valuation, Credit Analysis, Portfolio Management, Underwriting, Due Diligence, Financial Modeling, Commercial Mortgages, Financial Analysis, Real Estate Development
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Finance
Villanova University 1985 — 1989
Bachelor's Degree, Business Administration
Wells Fargo Bank April 2005 - Present
Bank of America 2002 - 2005
Skills
Real Estate, Finance, Loans, Real Estate Economics, Commercial Lending, Real Estate Financing, Credit, Loan Origination, Valuation, Credit Analysis, Portfolio Management, Underwriting, Due Diligence, Financial Modeling, Commercial Mortgages, Financial Analysis, Real Estate Development
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Finance
Villanova University 1985 — 1989
Bachelor's Degree, Business Administration
Peter Manion's Bank of America Experience May 2001 - March 2006
Job Managing Director at Napier Park Global Capital LLC
Industry Financial Services
Experience
Napier Park Global Capital LLC March 2013 - Present
Citi January 2010 - February 2013
Citi December 2007 - January 2010
Carlton Hill Global Capital LLC April 2007 - December 2007
Tribeca Global Management 2006 - 2007
Bank of America May 2001 - March 2006
CGA Investment Management September 1998 - May 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Investments, Bloomberg, Securities, Risk Management, Asset Managment, Structured Finance, Trading Systems, Middle Office, Back Office, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA
Manhattan College 1986 — 1990
BS Finance
Archbishop Stepinac High School
Napier Park Global Capital LLC March 2013 - Present
Citi January 2010 - February 2013
Citi December 2007 - January 2010
Carlton Hill Global Capital LLC April 2007 - December 2007
Tribeca Global Management 2006 - 2007
Bank of America May 2001 - March 2006
CGA Investment Management September 1998 - May 2001
Merrill Lynch 1991 - 1998
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Alternative Investments, Asset Management, Portfolio Management, Investment Banking, Investments, Bloomberg, Securities, Risk Management, Asset Managment, Structured Finance, Trading Systems, Middle Office, Back Office, Financial Markets
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA
Manhattan College 1986 — 1990
BS Finance
Archbishop Stepinac High School
Chi Tsui's Bank of America Experience January 2010 - August 2013
Job Vice President, Risk Regulatory Liaison at Barclays
Industry Financial Services
Experience
Barclays August 2013 - Present
Bank of America January 2010 - August 2013
Office of General Counsel, Merrill Lynch 2008 - December 2009
JPMorgan Chase November 2006 - March 2008
AXA Advisors June 2006 - October 2006
Skills
Fixed Income, Securities, Trading, Capital Markets, Equity Derivatives, Credit Risk, Equities, Derivatives, Program Management, Investment Banking, Loans, Trading Systems, Financial Risk, Credit Derivatives, Options, Bonds, Financial Services, Basel II
Education
Fordham University 2004 — 2008
B.A., Finance
Barclays August 2013 - Present
Bank of America January 2010 - August 2013
Office of General Counsel, Merrill Lynch 2008 - December 2009
JPMorgan Chase November 2006 - March 2008
AXA Advisors June 2006 - October 2006
Skills
Fixed Income, Securities, Trading, Capital Markets, Equity Derivatives, Credit Risk, Equities, Derivatives, Program Management, Investment Banking, Loans, Trading Systems, Financial Risk, Credit Derivatives, Options, Bonds, Financial Services, Basel II
Education
Fordham University 2004 — 2008
B.A., Finance
John Vanderpool's Bank of America Experience 1987 - 1992
Job Financial Services Professional
Industry Financial Services
Experience
Bank of New York Mellon 2003 - 2008
Mellon 1992 - 2008
Mellon Financial Corporation 1992 - 2003
Bank of America 1987 - 1992
Bankers Trust Company 1980 - 1987
Avon Products, Inc. 1973 - 1980
Education
Fordham Gabelli School of Business 1976 — 1979
M.B.A., International Operations
Manhattan College 1966 — 1970
B.A., Political Science
Bank of New York Mellon 2003 - 2008
Mellon 1992 - 2008
Mellon Financial Corporation 1992 - 2003
Bank of America 1987 - 1992
Bankers Trust Company 1980 - 1987
Avon Products, Inc. 1973 - 1980
Education
Fordham Gabelli School of Business 1976 — 1979
M.B.A., International Operations
Manhattan College 1966 — 1970
B.A., Political Science
Brian Morrow's Bank of America Experience January 2003 - April 2006
Job Fiduciary LOB Risk Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank April 2014 - Present
SunTrust Bank March 2010 - April 2014
U.S. Trust, Bank of America Private Wealth Management April 2006 - December 2009
Bank of America January 2003 - April 2006
Bank of America June 1991 - January 2003
First Fidelity Bancorp 1983 - 1991
Chase Manhattan Corporation 1981 - 1983
Skills
American Bankers..., Investment Management, Asset Managment, Investment Strategies, Financial Risk, Financial Services, Governance, Asset Allocation, Alternative Investments, Asset Management, Auditing, Banking, Bonds, Business Process, Derivatives, Equities, High Net Worth..., Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
Fordham University 1975 — 1979
BS, Finance
SunTrust Bank April 2014 - Present
SunTrust Bank March 2010 - April 2014
U.S. Trust, Bank of America Private Wealth Management April 2006 - December 2009
Bank of America January 2003 - April 2006
Bank of America June 1991 - January 2003
First Fidelity Bancorp 1983 - 1991
Chase Manhattan Corporation 1981 - 1983
Skills
American Bankers..., Investment Management, Asset Managment, Investment Strategies, Financial Risk, Financial Services, Governance, Asset Allocation, Alternative Investments, Asset Management, Auditing, Banking, Bonds, Business Process, Derivatives, Equities, High Net Worth..., Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Wealth Management
Education
New York University - Leonard N. Stern School of Business 1980 — 1984
MBA, Finance
Fordham University 1975 — 1979
BS, Finance
William Oliver's Bank of America Experience August 2007 - Present
Job Director Risk Management at Bank of America
Industry Investment Management
Experience
Bank of America August 2007 - Present
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1985 — 1989
BS, Economics
Bank of America August 2007 - Present
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania 1985 — 1989
BS, Economics
James Tagliani's Bank of America Experience August 1997 - June 1998
Job Head of Finance Betabrand
Industry Retail
Experience
Betabrand June 2014 - Present
Charlotte Russe July 2010 - April 2014
Old Navy July 1998 - July 2010
Bank of America August 1997 - June 1998
CBS Television Studios 1994 - 1997
ICS Communications/MCI Communications July 1994 - August 1995
Morgans Hotel Group September 1988 - July 1994
Skills
Retail, Forecasting, Income Statement, Profit, Inventory Management, Financial Analysis, Financial Modeling, Essbase, Budgets, Strategic Planning, Strategic Financial..., Pricing, P&L Management, Business Strategy, Cross-functional Team..., Analysis, Competitive Analysis, Finance, Team Leadership, Business Planning, P&L, Management, Financial Reporting, Process Improvement, People Development, Strategy, Financial Forecasting, Leadership, Team Building, Accounting, Variance Analysis, Merchandising, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1997
MBA, Marketing/Finance
Fordham University 1988 — 1992
BA Marketing, Marketing
Betabrand June 2014 - Present
Charlotte Russe July 2010 - April 2014
Old Navy July 1998 - July 2010
Bank of America August 1997 - June 1998
CBS Television Studios 1994 - 1997
ICS Communications/MCI Communications July 1994 - August 1995
Morgans Hotel Group September 1988 - July 1994
Skills
Retail, Forecasting, Income Statement, Profit, Inventory Management, Financial Analysis, Financial Modeling, Essbase, Budgets, Strategic Planning, Strategic Financial..., Pricing, P&L Management, Business Strategy, Cross-functional Team..., Analysis, Competitive Analysis, Finance, Team Leadership, Business Planning, P&L, Management, Financial Reporting, Process Improvement, People Development, Strategy, Financial Forecasting, Leadership, Team Building, Accounting, Variance Analysis, Merchandising, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1997
MBA, Marketing/Finance
Fordham University 1988 — 1992
BA Marketing, Marketing
Edson Scudder, Jr.'s Bank of America Experience 1994 - Present
Job Senior Vice President
Industry Banking
Experience
Bank of America 1994 - Present
UNC Charlotte May 1990 - August 1994
Fordham University 1988 - 1990
Fordham University 1987 - 1988
Fordham University 1985 - 1987
Iron Mountain Productions 1979 - 1985
Education
Fordham University
Religious Studies and Economics
Ethical Culture Fieldston School 1965 — 1978
Bank of America 1994 - Present
UNC Charlotte May 1990 - August 1994
Fordham University 1988 - 1990
Fordham University 1987 - 1988
Fordham University 1985 - 1987
Iron Mountain Productions 1979 - 1985
Education
Fordham University
Religious Studies and Economics
Ethical Culture Fieldston School 1965 — 1978
Eric Thomson's Bank of America Experience June 2012 - Present
Job Senior Vice President, Business Control Manager at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
ClearBridge Investments April 2000 - June 2012
Skills
Series 7, Banking, Financial Services, Management, Analytics, Portfolio Management, Investments, Equities, Asset Management, Wealth Management, Bloomberg, Securities
Education
Fordham University
B.S., Finance and Information Systems, Minor in Economics
Chaminade
Chaminade
Bank of America June 2012 - Present
ClearBridge Investments April 2000 - June 2012
Skills
Series 7, Banking, Financial Services, Management, Analytics, Portfolio Management, Investments, Equities, Asset Management, Wealth Management, Bloomberg, Securities
Education
Fordham University
B.S., Finance and Information Systems, Minor in Economics
Chaminade
Chaminade
Maria Palazzotto's Bank of America Experience December 2014 - Present
Job Managing Director, Technology Executive, Risk IT Data Management at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Bank of America 2006 - November 2014
Sagamore Hill Capital Management 2004 - 2006
Zurich Capital Markets 2002 - 2004
JP Morgan 1990 - 2001
Skills
Fixed Income, Derivatives, Risk Management, Business Analysis, Financial Risk, Capital Markets, Credit Risk, Management, Equities, Investment Banking, Financial Technology
Education
Fordham University - Graduate School of Business Administration 1991 — 1994
MBA, Finance, International Business
LIU Post 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America December 2014 - Present
Bank of America 2006 - November 2014
Sagamore Hill Capital Management 2004 - 2006
Zurich Capital Markets 2002 - 2004
JP Morgan 1990 - 2001
Skills
Fixed Income, Derivatives, Risk Management, Business Analysis, Financial Risk, Capital Markets, Credit Risk, Management, Equities, Investment Banking, Financial Technology
Education
Fordham University - Graduate School of Business Administration 1991 — 1994
MBA, Finance, International Business
LIU Post 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Matt Dannecker's Bank of America Experience
Job VP Global Markets Finance at Bank of America
Industry Capital Markets
Experience
Bank of America
Skills
Fixed Income
Education
Fordham Gabelli School of Business 2004 — 2007
Bank of America
Skills
Fixed Income
Education
Fordham Gabelli School of Business 2004 — 2007
Al Cochran, CISSP's Bank of America Experience 1985 - 2000
Job Executive Director, Information Security at Kaiser Permanente
Industry Information Technology and Services
Experience
Kaiser Permanente November 2008 - Present
TSYS, Inc April 2005 - November 2008
AmSouth Bank 2001 - 2005
Guardent November 2000 - December 2001
Bank of America 1985 - 2000
Education
Fordham University 1976 — 1980
BS, Accounting / Finance
Kaiser Permanente November 2008 - Present
TSYS, Inc April 2005 - November 2008
AmSouth Bank 2001 - 2005
Guardent November 2000 - December 2001
Bank of America 1985 - 2000
Education
Fordham University 1976 — 1980
BS, Accounting / Finance
Paul Krische's Bank of America Experience 1999 - 2008
Job Senior Vice President at Capital One Bank
Industry Banking
Experience
Capital One Bank May 2008 - Present
Bank Of America 1999 - 2008
Skills
Commercial Banking, Commercial Lending, Business Development, Banking, Credit, Loans, Small Business Lending
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Finance
Fordham University 1981 — 1985
BS, Finance & Economics
Capital One Bank May 2008 - Present
Bank Of America 1999 - 2008
Skills
Commercial Banking, Commercial Lending, Business Development, Banking, Credit, Loans, Small Business Lending
Education
Fordham Gabelli School of Business 1987 — 1991
MBA, Finance
Fordham University 1981 — 1985
BS, Finance & Economics
Lana McCoy's Bank of America Experience September 2004 - November 2007
Job Freelance Writing and Editing Professional
Industry Writing and Editing
Experience
Bank of America September 2004 - November 2007
Vision Press September 2000 - August 2002
The Glemby Company October 1987 - May 1989
Shopwell, Inc September 1984 - September 1987
Education
Armenian Patriachate of Jerusalem 1991 — 1992
Armenian Language and culture
Fordham University 1979 — 1983
Sociology, Criminal Justice/Juvenile delinquency
Bank of America September 2004 - November 2007
Vision Press September 2000 - August 2002
The Glemby Company October 1987 - May 1989
Shopwell, Inc September 1984 - September 1987
Education
Armenian Patriachate of Jerusalem 1991 — 1992
Armenian Language and culture
Fordham University 1979 — 1983
Sociology, Criminal Justice/Juvenile delinquency
Emanuel Tsarnas's Bank of America Experience June 2008 - February 2015
Job Web Application Developer at Moody's Investors Service
Industry Computer Software
Experience
Moody's Investors Service May 2015 - Present
Bank of America June 2008 - February 2015
Merrill Lynch January 2005 - June 2008
Merrill Lynch 2008 - 2008
Partsearch Technologies July 2004 - December 2004
Bernard Hodes Group September 2003 - July 2004
Brooklyn Arts Council October 2002 - August 2003
Cass Information Systems March 2001 - September 2002
Fintrack Systems August 2000 - March 2001
InSITE Services, Inc November 1998 - August 2000
Skills
C#, ASP.NET, jQuery, SQL, AJAX, DB2, .NET, Databases, HTML, XML, Web Services, JavaScript, ASP, Application Development, Programming, Team Leadership, Software Development, Microsoft SQL Server, Integration
Education
SetFocus 2003 — 2003
Completed, C#
Fordham University 1972 — 1976
BA, Communications
Athens College 1962 — 1972
High School Diploma
Moody's Investors Service May 2015 - Present
Bank of America June 2008 - February 2015
Merrill Lynch January 2005 - June 2008
Merrill Lynch 2008 - 2008
Partsearch Technologies July 2004 - December 2004
Bernard Hodes Group September 2003 - July 2004
Brooklyn Arts Council October 2002 - August 2003
Cass Information Systems March 2001 - September 2002
Fintrack Systems August 2000 - March 2001
InSITE Services, Inc November 1998 - August 2000
Skills
C#, ASP.NET, jQuery, SQL, AJAX, DB2, .NET, Databases, HTML, XML, Web Services, JavaScript, ASP, Application Development, Programming, Team Leadership, Software Development, Microsoft SQL Server, Integration
Education
SetFocus 2003 — 2003
Completed, C#
Fordham University 1972 — 1976
BA, Communications
Athens College 1962 — 1972
High School Diploma
William Tommins's Bank of America Experience May 2004 - Present
Job Market ExecutiveCommercial Banking, Southern New England at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America May 2004 - Present
Fleet Boston Financial September 1988 - April 2004
Manufacturers Hanover Trust November 1986 - August 1988
Bell Atlantic August 1985 - September 1986
Education
Fordham Gabelli School of Business 1988 — 1993
MBA, Finance
Washington and Lee University 1981 — 1985
BA, Economics
Bank of America May 2004 - Present
Fleet Boston Financial September 1988 - April 2004
Manufacturers Hanover Trust November 1986 - August 1988
Bell Atlantic August 1985 - September 1986
Education
Fordham Gabelli School of Business 1988 — 1993
MBA, Finance
Washington and Lee University 1981 — 1985
BA, Economics
Melissa Santoiemma-Pouey's Bank of America Experience 2005 - 2008
Job Director, Equity Trading at ITG
Industry Financial Services
Experience
Stephens July 2008 - November 2013
Bank of America 2005 - 2008
Cowen and Company 2003 - 2005
CIBC 1998 - 2003
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
MBA, Finance
Stephens July 2008 - November 2013
Bank of America 2005 - 2008
Cowen and Company 2003 - 2005
CIBC 1998 - 2003
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
MBA, Finance
Felix Nunez's Bank of America Experience July 2015 - Present
Job Mortgage Loan Officer at Bank of America NMLS# 368686
Industry Banking
Experience
Bank of America July 2015 - Present
SunTrust February 2015 - July 2015
JPMorgan Chase & Co. October 2011 - February 2015
Neighborhood Assistance Corporation of America June 2008 - October 2011
Northwest Bronx Community and Clergy Coalition August 2006 - April 2008
Chloe Foods Corporation January 2005 - August 2006
Almontel Corporation January 2005 - December 2005
Federal Home Loan Bank of Boston June 2004 - December 2004
Housing Works July 2002 - November 2003
Credit Suisse October 2000 - October 2001
Skills
Mortgage Lending, Management, Leadership, Banking, Credit, Sales, Human Resources, FHA, Customer Service, Microsoft Office, Finance, Loan Origination, Strategic Planning, Team Building, Loans, Real Estate, Mortgage Banking, Credit Analysis, Marketing, Budgets, Payroll, Social Networking, PowerPoint, Financial Analysis, Public Speaking, Nonprofits, Refinance, Residential Mortgages, Real Estate Transactions, Process Improvement, Event Planning, Marketing Strategy, Social Media Marketing, Microsoft Excel, Residential Homes, VA Loans, Social Media, Negotiation, Leadership Development
Education
Fordham University 1992 — 1997
History/Political Science
Bank of America July 2015 - Present
SunTrust February 2015 - July 2015
JPMorgan Chase & Co. October 2011 - February 2015
Neighborhood Assistance Corporation of America June 2008 - October 2011
Northwest Bronx Community and Clergy Coalition August 2006 - April 2008
Chloe Foods Corporation January 2005 - August 2006
Almontel Corporation January 2005 - December 2005
Federal Home Loan Bank of Boston June 2004 - December 2004
Housing Works July 2002 - November 2003
Credit Suisse October 2000 - October 2001
Skills
Mortgage Lending, Management, Leadership, Banking, Credit, Sales, Human Resources, FHA, Customer Service, Microsoft Office, Finance, Loan Origination, Strategic Planning, Team Building, Loans, Real Estate, Mortgage Banking, Credit Analysis, Marketing, Budgets, Payroll, Social Networking, PowerPoint, Financial Analysis, Public Speaking, Nonprofits, Refinance, Residential Mortgages, Real Estate Transactions, Process Improvement, Event Planning, Marketing Strategy, Social Media Marketing, Microsoft Excel, Residential Homes, VA Loans, Social Media, Negotiation, Leadership Development
Education
Fordham University 1992 — 1997
History/Political Science
Elizabeth Appiah's Bank of America Experience
Job Real estateUnderwriter Manager at Bank Of America
Industry Banking
Experience
BANK OF AMERICA
Skills
Credit, Loans, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Financial Analysis, Risk Management, Financial Risk, Cash Management, Wealth Management, Investments
Education
Fordham University - Graduate School of Business Administration
BANK OF AMERICA
Skills
Credit, Loans, Portfolio Management, Mortgage Lending, Commercial Lending, Credit Analysis, Financial Analysis, Risk Management, Financial Risk, Cash Management, Wealth Management, Investments
Education
Fordham University - Graduate School of Business Administration
Paul Curran, CFA's Bank of America Experience March 1999 - October 2012
Job Vice President at Prudential Financial
Industry Investment Banking
Experience
Prudential Financial June 2013 - Present
Bank of America March 1999 - October 2012
TUDOR INVESTMENT CORPORATION March 1997 - March 1999
Bankers Trust Company June 1993 - March 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Managment, Structured Finance, Financial Modeling, Stable Value, Risk Management, Mutual Funds, Securities, Financial Services, Management, Banking, Equities, Insurance, Financial Risk, Derivatives, Bloomberg
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Prudential Financial June 2013 - Present
Bank of America March 1999 - October 2012
TUDOR INVESTMENT CORPORATION March 1997 - March 1999
Bankers Trust Company June 1993 - March 1997
Skills
Fixed Income, Capital Markets, Portfolio Management, Investments, Hedge Funds, Alternative Investments, Asset Managment, Structured Finance, Financial Modeling, Stable Value, Risk Management, Mutual Funds, Securities, Financial Services, Management, Banking, Equities, Insurance, Financial Risk, Derivatives, Bloomberg
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
Anthony Cerasoli's Bank of America Experience September 2003 - January 2005
Job Deputy Treasurer First National Nebraska
Industry Banking
Experience
First National Nebraska August 2007 - Present
Citigroup January 2005 - August 2007
Bank of America September 2003 - January 2005
Education
Fordham University 1999 — 2003
M.A., International Political Economy
Villanova University 1993 — 1997
B.S., Business Administration
First National Nebraska August 2007 - Present
Citigroup January 2005 - August 2007
Bank of America September 2003 - January 2005
Education
Fordham University 1999 — 2003
M.A., International Political Economy
Villanova University 1993 — 1997
B.S., Business Administration
Joe Martens's Bank of America Experience May 2009 - June 2010
Job Lending Manager at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase June 2010 - Present
Bank of America May 2009 - June 2010
JPMorgan Chase March 1987 - March 2009
Skills
Mortgage Lending, Home Equity Loans, Loans, Credit, Credit Analysis, Banking, Residential Mortgages, Underwriting, Commercial Lending, Mortgage Banking, Portfolio Management, Credit Risk, Investments, Finance, Financial Analysis
Education
Fordham University 1979 — 1983
BS, Finance
JP Morgan Chase June 2010 - Present
Bank of America May 2009 - June 2010
JPMorgan Chase March 1987 - March 2009
Skills
Mortgage Lending, Home Equity Loans, Loans, Credit, Credit Analysis, Banking, Residential Mortgages, Underwriting, Commercial Lending, Mortgage Banking, Portfolio Management, Credit Risk, Investments, Finance, Financial Analysis
Education
Fordham University 1979 — 1983
BS, Finance
Lisa Demko's Bank of America Experience April 2000 - Present
Job Leadership Development Executive at Bank of America
Industry Financial Services
Experience
Bank of America April 2000 - Present
Bank of America April 2000 - September 2011
Sibson Consulting 1998 - 2000
Morgan Stanley 1994 - 1996
Skills
Talent Management, Banking, Organizational..., Leadership Development, Change Management, Succession Planning, Onboarding, Organizational Design, Performance Management, Talent Acquisition, Employee Engagement, Relationship Management, Metrics, Executive Development, Acquisition Integration, Employee Relations, Recruiting, Human Resources, CRM, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, HR and Marketing
Fordham University 1990 — 1994
BS, Finance and Management
Bank of America April 2000 - Present
Bank of America April 2000 - September 2011
Sibson Consulting 1998 - 2000
Morgan Stanley 1994 - 1996
Skills
Talent Management, Banking, Organizational..., Leadership Development, Change Management, Succession Planning, Onboarding, Organizational Design, Performance Management, Talent Acquisition, Employee Engagement, Relationship Management, Metrics, Executive Development, Acquisition Integration, Employee Relations, Recruiting, Human Resources, CRM, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, HR and Marketing
Fordham University 1990 — 1994
BS, Finance and Management
Diana Genao's Bank of America Experience September 2009 - January 2010
Job Finance Office Manager at Tillotson Design Associates
Industry Accounting
Experience
Tillotson Design Associates March 2015 - Present
Ishi Systems Inc. October 2011 - March 2015
Bank of America September 2009 - January 2010
Morgan Stanley Investment Management April 2008 - April 2009
Skills
Accounting, Data Entry, Microsoft Excel, Fax, Human Resources, Insurance, Research, Leadership, Project Management, Microsoft Office, Telephone Skills, Team Leadership, Analysis, Microsoft Word, Financial Analysis, Filing, Financial Reporting, Payroll, Data Analysis, Management
Education
Fordham University 2004 — 2008
BS, Business Administration with a concentration in Finance and a minor in Economics
Fordham University 2004 — 2008
Tillotson Design Associates March 2015 - Present
Ishi Systems Inc. October 2011 - March 2015
Bank of America September 2009 - January 2010
Morgan Stanley Investment Management April 2008 - April 2009
Skills
Accounting, Data Entry, Microsoft Excel, Fax, Human Resources, Insurance, Research, Leadership, Project Management, Microsoft Office, Telephone Skills, Team Leadership, Analysis, Microsoft Word, Financial Analysis, Filing, Financial Reporting, Payroll, Data Analysis, Management
Education
Fordham University 2004 — 2008
BS, Business Administration with a concentration in Finance and a minor in Economics
Fordham University 2004 — 2008
Todd T Bosch's Bank of America Experience May 2013 - Present
Job Director Global Markets Operational Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Morgan Stanley November 2010 - April 2013
Morgan Stanley December 2009 - November 2010
Morgan Stanley June 2003 - December 2009
Morgan Stanley February 2000 - June 2003
J.P. Morgan June 1999 - January 2000
J.P. Morgan July 1998 - June 1999
J.P. Morgan October 1996 - July 1998
US Trust November 1992 - October 1996
Skills
Equity Derivatives, Operations Management, Management, Collateral Management, Internal Communications, Communication, Operational Risk, Operational Risk..., Team Management, Teamwork, Goal Oriented, Delivering Results, Problem Solving, Margin, Collateral Systems, Collateral, Financial Services, Market Risk, Middle Office, Equities, Risk Management, Derivatives, Fixed Income, Financial Risk, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1998
MBA, Corporate Finance
University of Mary Washington 1988 — 1992
BS, Business Administration
Bank of America May 2013 - Present
Morgan Stanley November 2010 - April 2013
Morgan Stanley December 2009 - November 2010
Morgan Stanley June 2003 - December 2009
Morgan Stanley February 2000 - June 2003
J.P. Morgan June 1999 - January 2000
J.P. Morgan July 1998 - June 1999
J.P. Morgan October 1996 - July 1998
US Trust November 1992 - October 1996
Skills
Equity Derivatives, Operations Management, Management, Collateral Management, Internal Communications, Communication, Operational Risk, Operational Risk..., Team Management, Teamwork, Goal Oriented, Delivering Results, Problem Solving, Margin, Collateral Systems, Collateral, Financial Services, Market Risk, Middle Office, Equities, Risk Management, Derivatives, Fixed Income, Financial Risk, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1998
MBA, Corporate Finance
University of Mary Washington 1988 — 1992
BS, Business Administration
Terri McKiernan's Bank of America Experience 2006 - January 2011
Job Vice President at Castleton Commodities International
Industry Financial Services
Experience
Castleton Commodities International January 2011 - Present
Bank of America 2006 - January 2011
Morgan Stanley 1997 - 2003
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
Master of Business Administration (MBA), Finance
Villanova University 1988 — 1992
BA, English
Castleton Commodities International January 2011 - Present
Bank of America 2006 - January 2011
Morgan Stanley 1997 - 2003
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
Master of Business Administration (MBA), Finance
Villanova University 1988 — 1992
BA, English
John F King's Bank of America Experience October 1994 - May 1999
Job Independent Music Professional
Industry Music
Experience
Home 2008 - Present
Arden Shakespeare Gild April 2013 - June 2013
Arden Shakespeare Gild April 2010 - June 2010
Ravinia Festival 1999 - 2008
Bank of America October 1994 - May 1999
Continental Illinois National Bank June 1985 - October 1994
Our Lady of Mount Carmel August 1990 - June 1991
St. James 1985 - 1987
St. James 1984 - 1987
Continental Illinois National Bank June 1982 - June 1985
Skills
Music, Public Speaking, Pianist, Performing, Music Education, Music Production, Choral, Music Theory, Nonprofits, Conducting, Composition, Performing Arts, Singing, Musical Theatre, Vocal, Theatre, Entertainment, Piano, Orchestration
Education
University of Chicago 1975 — 1976
none, MBA Program
Fordham University 1959 — 1963
BA, Classics, Philosophy
Home 2008 - Present
Arden Shakespeare Gild April 2013 - June 2013
Arden Shakespeare Gild April 2010 - June 2010
Ravinia Festival 1999 - 2008
Bank of America October 1994 - May 1999
Continental Illinois National Bank June 1985 - October 1994
Our Lady of Mount Carmel August 1990 - June 1991
St. James 1985 - 1987
St. James 1984 - 1987
Continental Illinois National Bank June 1982 - June 1985
Skills
Music, Public Speaking, Pianist, Performing, Music Education, Music Production, Choral, Music Theory, Nonprofits, Conducting, Composition, Performing Arts, Singing, Musical Theatre, Vocal, Theatre, Entertainment, Piano, Orchestration
Education
University of Chicago 1975 — 1976
none, MBA Program
Fordham University 1959 — 1963
BA, Classics, Philosophy
Frank Mallozzi's Bank of America Experience October 1996 - June 2006
Job Director, Product Management at Financial Automation Systems
Industry Financial Services
Experience
Financial Automation April 2011 - Present
Deutsche Bank January 2010 - December 2010
Jefferies & Company June 2006 - December 2009
Bank of America October 1996 - June 2006
Skills
Electronic Trading, Equities, Prime Brokerage, Hedge Funds, Equity Trading, Trading, Capital Markets, Series 7, Series 63, Trading Systems, Equity Research, Series 24, Derivatives, Options, IT Operations, Investment Banking, Portfolio Management, Bloomberg
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Saint John's University 1980 — 1984
BS, Computer Science
Columbia University, New York N. Y
Financial Automation April 2011 - Present
Deutsche Bank January 2010 - December 2010
Jefferies & Company June 2006 - December 2009
Bank of America October 1996 - June 2006
Skills
Electronic Trading, Equities, Prime Brokerage, Hedge Funds, Equity Trading, Trading, Capital Markets, Series 7, Series 63, Trading Systems, Equity Research, Series 24, Derivatives, Options, IT Operations, Investment Banking, Portfolio Management, Bloomberg
Education
Fordham Gabelli School of Business 1991 — 1993
MBA, Finance
Saint John's University 1980 — 1984
BS, Computer Science
Columbia University, New York N. Y
Stephen Soled's Bank of America Experience
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America
Skills
Real Estate Economics, Loans, Loan Origination, Commercial Lending, Banking, Capital Markets, Credit Analysis, Credit, Portfolio Management, Debt Restructuring, Commercial Banking, Credit Risk, Mortgage Lending
Education
Fordham Gabelli School of Business
MBA, Finance
Bank of America
Skills
Real Estate Economics, Loans, Loan Origination, Commercial Lending, Banking, Capital Markets, Credit Analysis, Credit, Portfolio Management, Debt Restructuring, Commercial Banking, Credit Risk, Mortgage Lending
Education
Fordham Gabelli School of Business
MBA, Finance
Noreen Fitzgerald's Bank of America Experience September 1993 - April 2009
Job Client Service Representative
Industry Consumer Services
Experience
Hudson County Board of Elections June 2015 - June 2015
Bank of America September 1993 - April 2009
Merrill Lynch June 1988 - August 1993
Skills
Equities, Fixed Income, Financial Services, Account Reconciliation, Settlement, Customer Service, Microsoft Excel, Mutual Funds, Back Office, Management, Financial Markets, Wealth Management, Microsoft Word, PowerPoint, Access, Outlook, Income, Front Office, Building Relationships, DTC, ACATS, iPad, Web Applications, Trading, Margin, Euroclear & Foreign..., Equity/Fixed Income..., Internet Applications, Soldering, American History, QuickBooks, Investments, Prime Brokerage, Middle Office, Due Diligence, Banking, Securities
Education
Fordham University 1982 — 1992
Bachelor of Arts
Hudson County Community College
QuickBooks
Hudson County Board of Elections June 2015 - June 2015
Bank of America September 1993 - April 2009
Merrill Lynch June 1988 - August 1993
Skills
Equities, Fixed Income, Financial Services, Account Reconciliation, Settlement, Customer Service, Microsoft Excel, Mutual Funds, Back Office, Management, Financial Markets, Wealth Management, Microsoft Word, PowerPoint, Access, Outlook, Income, Front Office, Building Relationships, DTC, ACATS, iPad, Web Applications, Trading, Margin, Euroclear & Foreign..., Equity/Fixed Income..., Internet Applications, Soldering, American History, QuickBooks, Investments, Prime Brokerage, Middle Office, Due Diligence, Banking, Securities
Education
Fordham University 1982 — 1992
Bachelor of Arts
Hudson County Community College
QuickBooks
Hector DaCosta's Bank of America Experience July 2004 - April 2012
Job Senior Vice President at The 504 Company
Industry Financial Services
Experience
The 504 Company March 2015 - Present
New Jersey Business Finance Corporation April 2012 - March 2015
Bank of America July 2004 - April 2012
PNC April 2002 - July 2004
Citibank NA 1987 - 1998
Skills
Small Business Lending, Banking, Commercial Lending, SBA, Commercial Banking, Finance, Commercial Real Estate, Commercial Finance, Business Acquisition..., Capital Markets, Loans, Credit, Loan Origination, Credit Analysis, Mortgage Lending, Refinance, Residential Mortgages, FHA, Lines Of Credit, Commercial Mortgages, Funding, Financial Services, Investments, Cash Management, Asset Based Lending, Real Estate, Portfolio Management, Mortgage Banking, Credit Risk, Treasury Management, Financial Structuring, Real Estate Financing, Underwriting, Financial Institutions, Small Business, Middle Market, Construction Loans, Consumer Lending, Cross Selling, Real Estate Economics, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance, Accounting
State University of New York at Albany 1983 — 1987
Bachelor of Arts, History, Business
The 504 Company March 2015 - Present
New Jersey Business Finance Corporation April 2012 - March 2015
Bank of America July 2004 - April 2012
PNC April 2002 - July 2004
Citibank NA 1987 - 1998
Skills
Small Business Lending, Banking, Commercial Lending, SBA, Commercial Banking, Finance, Commercial Real Estate, Commercial Finance, Business Acquisition..., Capital Markets, Loans, Credit, Loan Origination, Credit Analysis, Mortgage Lending, Refinance, Residential Mortgages, FHA, Lines Of Credit, Commercial Mortgages, Funding, Financial Services, Investments, Cash Management, Asset Based Lending, Real Estate, Portfolio Management, Mortgage Banking, Credit Risk, Treasury Management, Financial Structuring, Real Estate Financing, Underwriting, Financial Institutions, Small Business, Middle Market, Construction Loans, Consumer Lending, Cross Selling, Real Estate Economics, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance, Accounting
State University of New York at Albany 1983 — 1987
Bachelor of Arts, History, Business
S. Michael Masih's Bank of America Experience May 2006 - October 2008
Job Vice President Wholesale Credit Risk Technology
Industry Investment Banking
Experience
J.P. Morgan February 2014 - Present
Fordham University March 2013 - Present
Fordham University January 2014 - Present
Harvard Club of New York August 2012 - September 2014
Fordham University - Center for Digital Transformation July 2012 - August 2014
Madison Square Boys & Girls Club April 2013 - January 2014
Accenture July 2011 - January 2014
Netik 2010 - July 2011
Harvard University March 2010 - June 2010
Bank of America May 2006 - October 2008
Skills
Risk Management, Strategy, SDLC, Business Analysis, Project Management, Fixed Income, Microsoft Excel, Capital Markets, Data Analysis, PMO, Leadership, User Acceptance Testing, Management Consulting, Management, Financial Services, Program Management, Business Strategy, Analytics, Governance, SQL, Quality Assurance, Software Project..., Project Portfolio..., Agile Project Management, MS Project, Operational Risk..., Business Process..., Software Documentation, Maintaining Strong..., Operational Risk, Market Risk, Credit Risk, Functional Analysis, Functional..., Functional Design, Federal Regulations, Excel, Data Dictionary Language, IT Strategy
Education
Harvard University 2009 — 2010
Master of Liberal Arts, Management
Fordham University 2006 — 2007
BS, Finance
Shandong Finance Institute 2004 — 2004
Study abroad, Finance
J.P. Morgan February 2014 - Present
Fordham University March 2013 - Present
Fordham University January 2014 - Present
Harvard Club of New York August 2012 - September 2014
Fordham University - Center for Digital Transformation July 2012 - August 2014
Madison Square Boys & Girls Club April 2013 - January 2014
Accenture July 2011 - January 2014
Netik 2010 - July 2011
Harvard University March 2010 - June 2010
Bank of America May 2006 - October 2008
Skills
Risk Management, Strategy, SDLC, Business Analysis, Project Management, Fixed Income, Microsoft Excel, Capital Markets, Data Analysis, PMO, Leadership, User Acceptance Testing, Management Consulting, Management, Financial Services, Program Management, Business Strategy, Analytics, Governance, SQL, Quality Assurance, Software Project..., Project Portfolio..., Agile Project Management, MS Project, Operational Risk..., Business Process..., Software Documentation, Maintaining Strong..., Operational Risk, Market Risk, Credit Risk, Functional Analysis, Functional..., Functional Design, Federal Regulations, Excel, Data Dictionary Language, IT Strategy
Education
Harvard University 2009 — 2010
Master of Liberal Arts, Management
Fordham University 2006 — 2007
BS, Finance
Shandong Finance Institute 2004 — 2004
Study abroad, Finance
Haolin Li's Bank of America Experience June 2010 - January 2011
Job Associate at SGCIB
Industry Investment Banking
Experience
Societe Generale US July 2011 - Present
Bank of America June 2010 - January 2011
UBS January 2010 - April 2010
Skills
Credit Analysis, Financial Analysis, Project Finance, Bloomberg, VBA, Insurance, Financial Modeling, Corporate Finance, Capital Markets, Valuation
Education
Fordham University 2009 — 2011
Master of Arts, International Political Economics
University of Pretoria/Universiteit van Pretoria 2010 — 2010
Certificate, Emerging Markets: South Africa
Sun Yat-Sen University 2005 — 2009
Bachelor, Finance
The University of Hong Kong 2007 — 2007
Exchange Study, Economics and Finance
Zhixin High School 1999 — 2005
Societe Generale US July 2011 - Present
Bank of America June 2010 - January 2011
UBS January 2010 - April 2010
Skills
Credit Analysis, Financial Analysis, Project Finance, Bloomberg, VBA, Insurance, Financial Modeling, Corporate Finance, Capital Markets, Valuation
Education
Fordham University 2009 — 2011
Master of Arts, International Political Economics
University of Pretoria/Universiteit van Pretoria 2010 — 2010
Certificate, Emerging Markets: South Africa
Sun Yat-Sen University 2005 — 2009
Bachelor, Finance
The University of Hong Kong 2007 — 2007
Exchange Study, Economics and Finance
Zhixin High School 1999 — 2005
Gerald Parise's Bank of America Experience Quantitative Operations ExecutiveBank of AmericaOctober 2000 - Present
Job Quantitative Operations Executive at Bank of America
Industry Banking
Experience
Bank of America Quantitative Operations ExecutiveBank of AmericaOctober 2000 - Present
GE Capital - Mortgage Services September 1998 - October 2000
Skills
Design of Experiments, Statistical Modeling, SAS, Risk Modeling, Statistics, CRM, Econometrics, Financial Modeling, Analytics, Predictive Modeling, Risk Management, Credit Risk, Financial Risk, Segmentation, SAS programming, Basel II, Portfolio Management, Optimization, Customer Analysis, Predictive Analytics, Risk Analytics, Data Mining, Banking, Quantitative Analytics, Credit Cards
Education
Iowa State University 1988 — 1994
PHd, Economics
Iowa State University 1990 — 1992
MS, Statistics
Fordham University 1986 — 1988
MA, Economics
Bank of America Quantitative Operations ExecutiveBank of AmericaOctober 2000 - Present
GE Capital - Mortgage Services September 1998 - October 2000
Skills
Design of Experiments, Statistical Modeling, SAS, Risk Modeling, Statistics, CRM, Econometrics, Financial Modeling, Analytics, Predictive Modeling, Risk Management, Credit Risk, Financial Risk, Segmentation, SAS programming, Basel II, Portfolio Management, Optimization, Customer Analysis, Predictive Analytics, Risk Analytics, Data Mining, Banking, Quantitative Analytics, Credit Cards
Education
Iowa State University 1988 — 1994
PHd, Economics
Iowa State University 1990 — 1992
MS, Statistics
Fordham University 1986 — 1988
MA, Economics
Shashi Agrawal's Bank of America Experience June 2010 - February 2011
Job Data Architect at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Bank of America June 2010 - February 2011
Morgan Stanley Wealth Management June 2007 - May 2010
City University of New York June 2002 - May 2007
ThinkChain Inc March 2001 - April 2002
Eikon America Inc November 1995 - February 2001
Axis Systems Inc June 1994 - October 1995
United Parcel Service October 1990 - May 1994
Skills
Data Modeling, Data Warehousing, Teradata Data Warehouse, SQL Server Database..., Oracle Database..., SQL
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance, General, 3.5
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, 3.6
The Polytechnic Institute of New York University
Master of Science (M.S.), Electronics Engineering, 3.9
Morgan Stanley Wealth Management June 2011 - Present
Bank of America June 2010 - February 2011
Morgan Stanley Wealth Management June 2007 - May 2010
City University of New York June 2002 - May 2007
ThinkChain Inc March 2001 - April 2002
Eikon America Inc November 1995 - February 2001
Axis Systems Inc June 1994 - October 1995
United Parcel Service October 1990 - May 1994
Skills
Data Modeling, Data Warehousing, Teradata Data Warehouse, SQL Server Database..., Oracle Database..., SQL
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Finance, General, 3.5
Indian Institute of Technology, Bombay
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering, 3.6
The Polytechnic Institute of New York University
Master of Science (M.S.), Electronics Engineering, 3.9
Lymern Wanxster's Bank of America Experience 1998 - Present
Job Sr Marketing Exec at Brohaus Mgmt Co
Industry Entertainment
Experience
Brohaus Mgmt Co July 2002 - Present
Bank of America 1998 - Present
Bank of America May 1999 - June 2002
Education
Fordham University 1998 — 2002
Liberal Arts, Marketing
Brohaus Mgmt Co July 2002 - Present
Bank of America 1998 - Present
Bank of America May 1999 - June 2002
Education
Fordham University 1998 — 2002
Liberal Arts, Marketing
Jack Sommer's Bank of America Experience September 2010 - April 2013
Job Mortgage Loan Officer at Washington Trust Mortgage Company
Industry Real Estate
Experience
Washington Trust Mortgage Company January 2015 - Present
Wells Fargo May 2013 - January 2015
Bank of America September 2010 - April 2013
Team One Mortgage January 2003 - September 2010
Skills
Investment Properties, Real Estate, Residential Homes, Mortgage Lending, FHA, First Time Home Buyers, Refinance, Small Business, Residential Mortgages, Short Sales, Investments, Mortgage Banking, Foreclosures, Loans, REO
Education
Fordham University 1987 — 1991
Accounting
Washington Trust Mortgage Company January 2015 - Present
Wells Fargo May 2013 - January 2015
Bank of America September 2010 - April 2013
Team One Mortgage January 2003 - September 2010
Skills
Investment Properties, Real Estate, Residential Homes, Mortgage Lending, FHA, First Time Home Buyers, Refinance, Small Business, Residential Mortgages, Short Sales, Investments, Mortgage Banking, Foreclosures, Loans, REO
Education
Fordham University 1987 — 1991
Accounting
Mark N. DiMaio's Bank of America Experience January 2001 - March 2005
Job Partner/Principal, Capital Markets Advisory
Industry Financial Services
Experience
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
Elena Kim's Bank of America Experience 2009 - 2009
Job Doctoral Student in Counseling Psychology at Fordham University & Counselor at Redeemer Counseling Services
Industry Mental Health Care
Experience
Redeemer Counseling Services May 2012 - Present
UBS 2009 - 2011
Bank of America 2009 - 2009
Merrill Lynch 2007 - 2009
Deloitte 2004 - 2007
Skills
Strategy, Program Management, Management, Marketing Strategy, Nonprofits, Community Outreach, Public Speaking, Fundraising, Teaching, Program Development, Volunteer Management, Research, Psychology, Leadership Development, Strategic Planning, Grant Writing, Leadership, Event Planning, Management Consulting, Social Media
Education
Fordham University 2013 — 2018
Doctor of Philosophy (Ph.D.), Counseling Psychology
Teachers College of Columbia University 2011 — 2012
Masters of Arts, Clinical Psychology
University of Pennsylvania 2000 — 2003
Bachelors of Arts, Psychology
Wharton School of Business 2000 — 2003
Bachelors of Science, Economics
Redeemer Counseling Services May 2012 - Present
UBS 2009 - 2011
Bank of America 2009 - 2009
Merrill Lynch 2007 - 2009
Deloitte 2004 - 2007
Skills
Strategy, Program Management, Management, Marketing Strategy, Nonprofits, Community Outreach, Public Speaking, Fundraising, Teaching, Program Development, Volunteer Management, Research, Psychology, Leadership Development, Strategic Planning, Grant Writing, Leadership, Event Planning, Management Consulting, Social Media
Education
Fordham University 2013 — 2018
Doctor of Philosophy (Ph.D.), Counseling Psychology
Teachers College of Columbia University 2011 — 2012
Masters of Arts, Clinical Psychology
University of Pennsylvania 2000 — 2003
Bachelors of Arts, Psychology
Wharton School of Business 2000 — 2003
Bachelors of Science, Economics
Jeanette Griffin's Bank of America Experience January 2011 - March 2012
Job Associate in Investor Relations at Linden Advisors
Industry Financial Services
Experience
Linden Advisors July 2014 - Present
Deutsche Bank March 2012 - June 2014
Bank of America January 2011 - March 2012
MPL Music Publishing August 2009 - January 2011
Education
Fordham University 2005 — 2009
BS, Finance & Marketing
Linden Advisors July 2014 - Present
Deutsche Bank March 2012 - June 2014
Bank of America January 2011 - March 2012
MPL Music Publishing August 2009 - January 2011
Education
Fordham University 2005 — 2009
BS, Finance & Marketing
Michelle Thissell's Bank of America Experience July 2011 - Present
Job Vice President, Treasury Solutions Officer at Bank of America
Industry Banking
Experience
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Bank of America July 2011 - Present
Citibank October 2007 - July 2011
JPMorgan Chase January 2007 - October 2007
JP Morgan Chase April 2005 - December 2006
HSBC 2004 - 2005
The Bank of New York June 1996 - April 2004
Skills
Banking, Product Management, CRM, Portfolio Management, Investments, Marketing, Cash Management, Sales Management, Sales, Commercial Banking, Product Development, Treasury Management, Direct Sales, Sales Operations, Relationship Management, Treasury Services, Credit Analysis, Financial Analysis, Financial Services, Finance, Risk Management
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance - International Designation
Pace University 1986 — 1990
BBA, Finance
Gus Skondras's Bank of America Experience February 1992 - January 2001
Job Director / FX Options and Structured Products at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. October 2014 - Present
Argosy Global Advisors January 2014 - September 2014
FXCM August 2012 - January 2014
Newedge March 2006 - August 2012
Bank of America February 1992 - January 2001
Skills
Derivatives, Trading, FX Options, Financial Markets, Middle Office, Options, Trading Systems, Electronic Trading, Equities, Fixed Income, Hedge Funds, FX trading, Currency, Structured Products, Capital Markets, Bloomberg, Investment Banking, Risk Management, Investments, Commodity, Equity Derivatives, Portfolio Management, Asset Management
Education
Fordham University 1987 — 1991
BS, Finance, Economics
INTL FCStone Inc. October 2014 - Present
Argosy Global Advisors January 2014 - September 2014
FXCM August 2012 - January 2014
Newedge March 2006 - August 2012
Bank of America February 1992 - January 2001
Skills
Derivatives, Trading, FX Options, Financial Markets, Middle Office, Options, Trading Systems, Electronic Trading, Equities, Fixed Income, Hedge Funds, FX trading, Currency, Structured Products, Capital Markets, Bloomberg, Investment Banking, Risk Management, Investments, Commodity, Equity Derivatives, Portfolio Management, Asset Management
Education
Fordham University 1987 — 1991
BS, Finance, Economics
Ellen Lambert Bagnato's Bank of America Experience February 2001 - July 2002
Job Financial Services Professional
Industry Financial Services
Experience
LeaseRunner 2011 - Present
Bank of America February 2001 - July 2002
Banc of America Securities LLC April 1998 - July 2000
NationsBanc Montgomery Securities LLC December 1995 - March 1998
NationsBank Corporation August 1992 - November 1995
Skills
Banking, Credit, Credit Analysis, Portfolio Management, Sales, Strategy, Finance, Management, Investments, Leadership, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Fordham University 1984 — 1987
BS, Business Administration
LeaseRunner 2011 - Present
Bank of America February 2001 - July 2002
Banc of America Securities LLC April 1998 - July 2000
NationsBanc Montgomery Securities LLC December 1995 - March 1998
NationsBank Corporation August 1992 - November 1995
Skills
Banking, Credit, Credit Analysis, Portfolio Management, Sales, Strategy, Finance, Management, Investments, Leadership, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1992
MBA, Finance
Fordham University 1984 — 1987
BS, Business Administration
Gilda Haranzo's Bank of America Experience September 2002 - June 2005
Job Vice President and Trust Officer Citi Private Bank
Industry Financial Services
Experience
Citi May 2012 - Present
Bank of America September 2002 - June 2005
Bank of America (formerly Fleet National Bank) September 2002 - June 2005
Brody Wilkinson December 1999 - March 2001
U. S. Trust Company September 1997 - July 1999
Weil, Gotshal & Manges November 1993 - September 1997
Putney, Twombly, Hall & Hirson August 1989 - October 1993
Skills
High Net Worth..., Trusts, Estate Planning
Education
Pace University School of Law 1986 — 1989
JD
Fordham University 1982 — 1986
BA, Political Science
New York University School of Law
Citi May 2012 - Present
Bank of America September 2002 - June 2005
Bank of America (formerly Fleet National Bank) September 2002 - June 2005
Brody Wilkinson December 1999 - March 2001
U. S. Trust Company September 1997 - July 1999
Weil, Gotshal & Manges November 1993 - September 1997
Putney, Twombly, Hall & Hirson August 1989 - October 1993
Skills
High Net Worth..., Trusts, Estate Planning
Education
Pace University School of Law 1986 — 1989
JD
Fordham University 1982 — 1986
BA, Political Science
New York University School of Law
John Lovett's Bank of America Experience 1992 - 2010
Job Vice President Senior Trader at Erste Group Bank AG
Industry Banking
Experience
Erste Group Bank AG 2011 - 2012
Bank of America 1992 - 2010
Skills
Capital Markets, Fixed Income, FX, Trading
Education
Fordham University 1980 — 1984
Bachelor of Science, Business
Erste Group Bank AG 2011 - 2012
Bank of America 1992 - 2010
Skills
Capital Markets, Fixed Income, FX, Trading
Education
Fordham University 1980 — 1984
Bachelor of Science, Business
Daniel Colonna's Bank of America Experience January 2006 - March 2008
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
UBS Investment Bank April 2011 - August 2013
Silverstone Capital March 2008 - April 2011
Bank of America January 2006 - March 2008
Bank of America July 2002 - December 2005
J.P. Morgan October 2000 - July 2002
Skills
CFA
Education
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Finance and Economics
BlackRock August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
UBS Investment Bank April 2011 - August 2013
Silverstone Capital March 2008 - April 2011
Bank of America January 2006 - March 2008
Bank of America July 2002 - December 2005
J.P. Morgan October 2000 - July 2002
Skills
CFA
Education
Fordham University 1996 — 2000
Bachelor of Science (B.S.), Finance and Economics
Cary Weinrib's Bank of America Experience June 2007 - January 2012
Job Applications Manager at Sumitomo Mitsui Banking Corporation / JRI America
Industry Information Technology and Services
Experience
Sumitomo Mitsui Banking Corporation / JRI America December 2013 - Present
IBM May 2013 - September 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - September 2012
Bank of America June 2007 - January 2012
U.S. Trust/Charles Schwab April 2000 - June 2007
Citibank April 1995 - April 2000
CJ Data Systems August 1981 - May 1995
Pratt Institute September 1981 - May 1982
Skills
Process Improvement, Asset Managment, SDLC, Disaster Recovery, Securities, Business Analysis, Asset Management
Education
Fordham University
Master of Business Administration (M.B.A.), Finance
Pratt Institute
Master of Science (M.S.), Computer & Decision Science
Pratt Institute
Bachelor of Science (B.S.), Computer Science
Sumitomo Mitsui Banking Corporation / JRI America December 2013 - Present
IBM May 2013 - September 2013
Bank of Tokyo-Mitsubishi UFJ May 2012 - September 2012
Bank of America June 2007 - January 2012
U.S. Trust/Charles Schwab April 2000 - June 2007
Citibank April 1995 - April 2000
CJ Data Systems August 1981 - May 1995
Pratt Institute September 1981 - May 1982
Skills
Process Improvement, Asset Managment, SDLC, Disaster Recovery, Securities, Business Analysis, Asset Management
Education
Fordham University
Master of Business Administration (M.B.A.), Finance
Pratt Institute
Master of Science (M.S.), Computer & Decision Science
Pratt Institute
Bachelor of Science (B.S.), Computer Science
Carla Cintron's Bank of America Experience 1999 - 2002
Job Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank October 2013 - Present
Deutsche Bank July 2006 - October 2013
MF Global May 2004 - June 2006
Bank of America 1999 - 2002
Skills
Derivatives, Credit Risk, Risk Management, Credit Analysis, Credit, Financial Institutions
Education
Fordham University 1995 — 1999
Bachelor's degree, Accounting and Finance
UBS Investment Bank October 2013 - Present
Deutsche Bank July 2006 - October 2013
MF Global May 2004 - June 2006
Bank of America 1999 - 2002
Skills
Derivatives, Credit Risk, Risk Management, Credit Analysis, Credit, Financial Institutions
Education
Fordham University 1995 — 1999
Bachelor's degree, Accounting and Finance
Jonathan Loffredo's Bank of America Experience July 2002 - September 2006
Job Account Manager, Strategic Accounts at Interactive Data
Industry Computer Software
Experience
Interactive Data January 2015 - Present
SS&C Technologies August 2010 - December 2014
Beacon Capital Strategies May 2009 - August 2010
Bloomberg LP September 2006 - April 2009
Bank of America July 2002 - September 2006
Skills
Enterprise Solution..., New Business Development, Key Account Management, Software Sales, Enterprise Software, Leadership, Closing Business, Business Intelligence, SQL, Salesforce.com, Cloud Computing, Testing, Microsoft Office, SaaS, Software Project..., Sales Prospecting, Training, Sales, Marketing
Education
Fordham University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Applied Mathematics
Interactive Data January 2015 - Present
SS&C Technologies August 2010 - December 2014
Beacon Capital Strategies May 2009 - August 2010
Bloomberg LP September 2006 - April 2009
Bank of America July 2002 - September 2006
Skills
Enterprise Solution..., New Business Development, Key Account Management, Software Sales, Enterprise Software, Leadership, Closing Business, Business Intelligence, SQL, Salesforce.com, Cloud Computing, Testing, Microsoft Office, SaaS, Software Project..., Sales Prospecting, Training, Sales, Marketing
Education
Fordham University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Applied Mathematics
Jason Yuen's Bank of America Experience June 2014 - Present
Job VP, Bank of America
Industry Investment Banking
Experience
Bank of America June 2014 - Present
Morgan Stanley September 2005 - April 2009
Skills
Equities, Trading Systems, Credit Derivatives, Electronic Trading, Trading, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Finance, General
New York University 1998 — 2002
Bachelor of Arts (B.A.), Computer Science
Bank of America June 2014 - Present
Morgan Stanley September 2005 - April 2009
Skills
Equities, Trading Systems, Credit Derivatives, Electronic Trading, Trading, Series 7, Financial Services
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
Master of Business Administration (MBA), Finance, General
New York University 1998 — 2002
Bachelor of Arts (B.A.), Computer Science
carlos zamora's Bank of America Experience 2001 - 2009
Job Financial Services Executive
Industry Investment Banking
Experience
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
Jon Androski's Bank of America Experience 2004 - 2008
Job Relationship Management Prime Services BNP Paribas
Industry Banking
Experience
BNP Paribas January 2014 - Present
BNP Paribas 2008 - December 2013
Bank of America 2004 - 2008
Skills
Hedge Funds, Credit Risk, Equities, Fixed Income, Derivatives, Risk Management, Investment Banking, Portfolio Management, Credit, Credit Analysis, Banking, Structured Finance, Loans, Financial Markets, Operational Risk
Education
Fordham University 1998 — 2001
Bachelor of Arts (B.A.), History
BNP Paribas January 2014 - Present
BNP Paribas 2008 - December 2013
Bank of America 2004 - 2008
Skills
Hedge Funds, Credit Risk, Equities, Fixed Income, Derivatives, Risk Management, Investment Banking, Portfolio Management, Credit, Credit Analysis, Banking, Structured Finance, Loans, Financial Markets, Operational Risk
Education
Fordham University 1998 — 2001
Bachelor of Arts (B.A.), History
Brian J. Bors's Bank of America Experience January 1994 - April 2006
Job Investment Advisor
Industry Financial Services
Experience
Money Manager Inc. March 2014 - Present
Kellogg Specialists LLC April 2006 - July 2007
Bank of America January 1994 - April 2006
Skills
Risk Management, Banking, Portfolio Management, Strategic Planning, Project Management, Leadership, Business Strategy, Change Management, Strategy, Investments
Education
Fordham University 1991 — 1993
Bachelor’s Degree, Political Science and Business
Money Manager Inc. March 2014 - Present
Kellogg Specialists LLC April 2006 - July 2007
Bank of America January 1994 - April 2006
Skills
Risk Management, Banking, Portfolio Management, Strategic Planning, Project Management, Leadership, Business Strategy, Change Management, Strategy, Investments
Education
Fordham University 1991 — 1993
Bachelor’s Degree, Political Science and Business
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS