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
Max Eliscu Max Eliscu's Bank of America Experience July 1993 - June 1996
Job Chief Executive Officer, Viewpost
Industry Financial Services
Experience
Viewpost 2011 - Present
LSQ Holdings, LLC June 1996 - Present
Bank of America July 1993 - June 1996
Skills
Financial Analysis, Credit, Strategic Planning, Finance, New Business Development, Funding, Financial Modeling, Small Business, Start-ups, Private Equity, Corporate Finance, Strategic Financial..., Portfolio Management, Banking, Business Strategy, Entrepreneurship, Asset Based Lending, Risk Management, Business Planning, Negotiation, Cash Flow, Investment Banking, Commercial Lending, Executive Management, Loans, Credit Analysis, Restructuring, Financial Services, Credit Risk, Leadership
Education
Georgetown University 1989 — 1993
BSBA, Finance
Viewpost 2011 - Present
LSQ Holdings, LLC June 1996 - Present
Bank of America July 1993 - June 1996
Skills
Financial Analysis, Credit, Strategic Planning, Finance, New Business Development, Funding, Financial Modeling, Small Business, Start-ups, Private Equity, Corporate Finance, Strategic Financial..., Portfolio Management, Banking, Business Strategy, Entrepreneurship, Asset Based Lending, Risk Management, Business Planning, Negotiation, Cash Flow, Investment Banking, Commercial Lending, Executive Management, Loans, Credit Analysis, Restructuring, Financial Services, Credit Risk, Leadership
Education
Georgetown University 1989 — 1993
BSBA, Finance
Rania Anderson Rania Anderson's Bank of America Experience May 1984 - March 1998
Job International Speaker, Author, Expert on Businesswomen in Emerging Markets, Executive Coach, Angel Investor
Industry Professional Training & Coaching
Experience
The Way Women Work August 2010 - Present
Meridian Consulting, LLC July 1997 - Present
Bank of America May 1984 - March 1998
Skills
Public Speaking, Executive Coaching, Leadership Development, Emerging Markets, Strategic Planning, Management Consulting, Organizational..., Strategy, Change Management, Marketing, Start-ups, Coaching, Program Management, Business Strategy, Team Building, Management Development, Executive Management, Mentoring, Business Planning, Marketing Strategy, Business Development, Executive Development, Organizational Design, Team Leadership, Talent Assessment, Performance Management, Talent Management, Succession Planning, Writing, Professional Women, Team Management, Organizational Change, Organizational..., Business Writing, Women Owned Business
Education
Georgetown University 1982 — 1984
M.S, Foreign Service/International Relations with an honors concentration in International Business
Oklahoma State University 1978 — 1982
BS, Business
The Way Women Work August 2010 - Present
Meridian Consulting, LLC July 1997 - Present
Bank of America May 1984 - March 1998
Skills
Public Speaking, Executive Coaching, Leadership Development, Emerging Markets, Strategic Planning, Management Consulting, Organizational..., Strategy, Change Management, Marketing, Start-ups, Coaching, Program Management, Business Strategy, Team Building, Management Development, Executive Management, Mentoring, Business Planning, Marketing Strategy, Business Development, Executive Development, Organizational Design, Team Leadership, Talent Assessment, Performance Management, Talent Management, Succession Planning, Writing, Professional Women, Team Management, Organizational Change, Organizational..., Business Writing, Women Owned Business
Education
Georgetown University 1982 — 1984
M.S, Foreign Service/International Relations with an honors concentration in International Business
Oklahoma State University 1978 — 1982
BS, Business
Laura Danforth Laura Danforth's Bank of America Experience June 2007 - September 2010
Job Executive Coach, Career Coach, and Angel Investor
Industry Computer Software
Experience
New York Angels November 2012 - Present
Golden Seeds February 2012 - Present
LD Advisors January 2012 - Present
IQ Venture Advisors February 2011 - February 2012
Bank of America June 2007 - September 2010
Pfizer January 2006 - August 2006
Lincoln Educational Services October 2004 - August 2005
CallStreet, LLC April 2003 - May 2004
DA Consulting Group June 2002 - February 2003
Skills
Training, Analysis, Leadership, Recruiting, Organizational..., Human Resources, Management, Group Dynamics, Organizational..., Entrepreneurship, Leadership Development
Education
Teachers College of Columbia University 2005 — 2007
Masters Degree, Organizational Psychology
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Sociology
New York Angels November 2012 - Present
Golden Seeds February 2012 - Present
LD Advisors January 2012 - Present
IQ Venture Advisors February 2011 - February 2012
Bank of America June 2007 - September 2010
Pfizer January 2006 - August 2006
Lincoln Educational Services October 2004 - August 2005
CallStreet, LLC April 2003 - May 2004
DA Consulting Group June 2002 - February 2003
Skills
Training, Analysis, Leadership, Recruiting, Organizational..., Human Resources, Management, Group Dynamics, Organizational..., Entrepreneurship, Leadership Development
Education
Teachers College of Columbia University 2005 — 2007
Masters Degree, Organizational Psychology
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Sociology
Lewis Fisher Lewis Fisher's Bank of America Experience 1996 - 2006
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
J.P. Morgan 2014 - Present
HSBC 2010 - 2014
Citigroup 2006 - 2009
Bank of America 1996 - 2006
Bank of America 1992 - 1996
Bank of America 1988 - 1992
Skills
Capital Markets, Fixed Income, Portfolio Management, Corporate Finance, Banking, Structured Finance, Financial Structuring, Management, Credit Analysis, Financial Analysis, Financial Modeling, Equities, Derivatives, Treasury Management, Credit Risk, Private Equity, Hedge Funds, Emerging Markets, Bloomberg, Credit, Valuation, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA, Finance
Georgetown University 1980 — 1984
BSBA, Finance and International Business
Cherie Harris Cherie Harris's Bank of America Experience January 2002 - June 2004
Job Global Card Account Manager, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch June 2008 - January 2011
Bank of America January 2002 - June 2004
Bank of America January 2000 - January 2002
Bank of America August 1998 - January 2000
Skills
Banking, Relationship Management, Risk Management, Commercial Banking, Financial Services, Cash Management, Credit, Portfolio Management, Management, Credit Cards
Education
Georgetown University 1994 — 1998
Bachelor of Science (BS), Walsh School of Foreign Service, International Economics, Minor Concentrations: Finance and Spanish
Bank of America Merrill Lynch January 2011 - Present
Bank of America Merrill Lynch June 2008 - January 2011
Bank of America January 2002 - June 2004
Bank of America January 2000 - January 2002
Bank of America August 1998 - January 2000
Skills
Banking, Relationship Management, Risk Management, Commercial Banking, Financial Services, Cash Management, Credit, Portfolio Management, Management, Credit Cards
Education
Georgetown University 1994 — 1998
Bachelor of Science (BS), Walsh School of Foreign Service, International Economics, Minor Concentrations: Finance and Spanish
JIHANNE FILS-AIME's Bank of America Experience April 2005 - January 2011
Job Intern at United States Marine Corps History Division
Industry Research
Experience
United States Marine Corps History Division 2014 - Present
Bank-Fund Staff Federal Credit Union February 2012 - September 2014
Bank-Fund Staff Federal Credit Union May 2011 - February 2012
Bank-Fund Staff Federal Credit Union February 2011 - May 2011
Bank of America April 2005 - January 2011
Bank of America July 2000 - April 2005
Skills
Banking, Consumer Lending, Credit, Credit Cards, Cross Selling, Customer Satisfaction, Customer Service, Financial Services, Loans, Management
Education
Georgetown University 2009 — 2014
United States Marine Corps History Division 2014 - Present
Bank-Fund Staff Federal Credit Union February 2012 - September 2014
Bank-Fund Staff Federal Credit Union May 2011 - February 2012
Bank-Fund Staff Federal Credit Union February 2011 - May 2011
Bank of America April 2005 - January 2011
Bank of America July 2000 - April 2005
Skills
Banking, Consumer Lending, Credit, Credit Cards, Cross Selling, Customer Satisfaction, Customer Service, Financial Services, Loans, Management
Education
Georgetown University 2009 — 2014
John Lingvall John Lingvall's Bank of America Experience July 1993 - August 2000
Job Managing Director, SuperOrg Education Advisor, CCBN Leadership Facilitator, Sonoma Learning Systems
Industry Education Management
Experience
InflectionPoint, LLC September 2014 - Present
California Bankers Association December 2005 - September 2014
The Cobalt Group September 2001 - December 2005
VerticalNet August 2000 - September 2001
Bank of America July 1993 - August 2000
J.A.L Instructional Design & Development September 1991 - July 1993
Visa February 1989 - September 1991
Bank of America July 1983 - February 1989
Skills
Strategic Planning, Program Management, Leadership, Consulting, Process Improvement, Leadership Development, Public Speaking, Team Building, Project Management, Coaching, Marketing, Workshop Facilitation, Performance Management, Organizational..., Training, Policy, Management Consulting, Banking, Change Management, Management
Education
Georgetown University 1967 — 1971
BA, American Studies
San Francisco State University 1982 — 1983
Educational Technology - Instructional Design
InflectionPoint, LLC September 2014 - Present
California Bankers Association December 2005 - September 2014
The Cobalt Group September 2001 - December 2005
VerticalNet August 2000 - September 2001
Bank of America July 1993 - August 2000
J.A.L Instructional Design & Development September 1991 - July 1993
Visa February 1989 - September 1991
Bank of America July 1983 - February 1989
Skills
Strategic Planning, Program Management, Leadership, Consulting, Process Improvement, Leadership Development, Public Speaking, Team Building, Project Management, Coaching, Marketing, Workshop Facilitation, Performance Management, Organizational..., Training, Policy, Management Consulting, Banking, Change Management, Management
Education
Georgetown University 1967 — 1971
BA, American Studies
San Francisco State University 1982 — 1983
Educational Technology - Instructional Design
T.J. Crawford T.J. Crawford's Bank of America Experience September 2009 - June 2015
Job Corporate Communications Director at Nike
Industry Public Relations and Communications
Experience
Nike June 2015 - Present
Bank of America September 2009 - June 2015
Ogilvy Public Relations Worldwide March 2007 - September 2009
New York Presbyterian Hospital August 2006 - March 2007
United States Congressman Jon Porter June 2005 - July 2006
Ogilvy Public Relations Worldwide October 2004 - June 2005
United States Congressman Jeb Bradley November 2002 - October 2004
Jeb Bradley for United States Congress September 2002 - November 2002
Skills
Media Relations, Press Releases, Strategic Communications, Public Relations, Strategy, Marketing, Event Planning, Spokesperson, Internal Communications, Social Media, Leadership, Corporate Social...
Education
Georgetown University 1999 — 2002
BA, Government
Nike June 2015 - Present
Bank of America September 2009 - June 2015
Ogilvy Public Relations Worldwide March 2007 - September 2009
New York Presbyterian Hospital August 2006 - March 2007
United States Congressman Jon Porter June 2005 - July 2006
Ogilvy Public Relations Worldwide October 2004 - June 2005
United States Congressman Jeb Bradley November 2002 - October 2004
Jeb Bradley for United States Congress September 2002 - November 2002
Skills
Media Relations, Press Releases, Strategic Communications, Public Relations, Strategy, Marketing, Event Planning, Spokesperson, Internal Communications, Social Media, Leadership, Corporate Social...
Education
Georgetown University 1999 — 2002
BA, Government
Lim Leigh Lim Leigh's Bank of America Experience September 2000 - April 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Wells Fargo Advisors, LLC April 2007 - Present
Union Bank April 2003 - April 2007
Bank of America September 2000 - April 2003
J.P. Morgan July 1995 - June 1998
Skills
Investments, Finance, Wealth Transfer Planning, Insurance, Management, Asset Allocation, Marketing, Mutual Funds, Retirement Planning, Securities, Retirement, Fixed Income
Education
Anderson School at UCLA 1998 — 2000
MBA, Marketing
Georgetown University 1991 — 1995
Bachelor's of Science, Finance
Steve Pavlick's Bank of America Experience 2002 - 2004
Job Director at The Cypress Group
Industry Government Relations
Experience
The Cypress Group 2015 - Present
HIMSS 2014 - 2015
Northrop Grumman Corporation 2011 - 2013
Rolls-Royce North America 2006 - 2011
United States Senate 2006 - 2006
Georgetown University 2005 - 2006
National Republican Senatorial Committee 2004 - 2005
United States Senate 2003 - 2004
Bank of America 2002 - 2004
Skills
Press Releases, Strategic Planning, Newsletters, Economic Development, Leadership, Government, Government Contracting, Public Policy, Program Management, Media Relations, Defense, Nonprofits, Project Management, Federal Government, Legislative Relations, Budgets, Event Planning, Government Advocacy, Lobbying, Building Coalitions, Coalition Development, Coalition Management, Business Development, Public Relations, Strategic Partnerships, Strategic Leadership, Thought Leadership, Aerospace, Congressional..., Defense Contracting, Congressional Affairs, Fundraising, Strategic Communications, Industry Advocacy, International Business, Legislative Affairs, Governmental Affairs, DoD, Government Procurement, National Security
Education
University of Virginia Darden School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
Georgetown University 2001 — 2004
Bachelor of Science (B.S.), Business Administration
The Cypress Group 2015 - Present
HIMSS 2014 - 2015
Northrop Grumman Corporation 2011 - 2013
Rolls-Royce North America 2006 - 2011
United States Senate 2006 - 2006
Georgetown University 2005 - 2006
National Republican Senatorial Committee 2004 - 2005
United States Senate 2003 - 2004
Bank of America 2002 - 2004
Skills
Press Releases, Strategic Planning, Newsletters, Economic Development, Leadership, Government, Government Contracting, Public Policy, Program Management, Media Relations, Defense, Nonprofits, Project Management, Federal Government, Legislative Relations, Budgets, Event Planning, Government Advocacy, Lobbying, Building Coalitions, Coalition Development, Coalition Management, Business Development, Public Relations, Strategic Partnerships, Strategic Leadership, Thought Leadership, Aerospace, Congressional..., Defense Contracting, Congressional Affairs, Fundraising, Strategic Communications, Industry Advocacy, International Business, Legislative Affairs, Governmental Affairs, DoD, Government Procurement, National Security
Education
University of Virginia Darden School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
Georgetown University 2001 — 2004
Bachelor of Science (B.S.), Business Administration
Alex Cecil Alex Cecil's Bank of America Experience September 2012 - November 2013
Job Product Management
Industry Computer Software
Experience
Stealth Mode Startup October 2014 - Present
SGI March 2014 - Present
Cecil Ventures September 2013 - Present
SGI December 2013 - March 2014
Bank of America September 2012 - November 2013
Bank of America March 2012 - August 2012
Bank of America March 2011 - February 2012
Bank of America June 2010 - March 2011
Bank of America January 2009 - June 2010
Bank of America July 2008 - December 2008
Skills
Analytics, Data Analysis, Strategy, Risk Management, Leadership, Management, Finance, Project Management, Microsoft Excel, Product Management, Microsoft SQL Server, Financial Analysis, Marketing, SQL, Strategic Planning, Financial Modeling, Entrepreneurship, Loans, Product Marketing, Creative Problem Solving, Business Analysis, Databases, Budgets, Credit, Data Visualization, Machine Learning, PostgreSQL, JavaScript, Google Analytics, Google Adwords
Education
Georgetown University - The McDonough School of Business
Bachelor's Degree
上智大学
Menlo School
High School
Stealth Mode Startup October 2014 - Present
SGI March 2014 - Present
Cecil Ventures September 2013 - Present
SGI December 2013 - March 2014
Bank of America September 2012 - November 2013
Bank of America March 2012 - August 2012
Bank of America March 2011 - February 2012
Bank of America June 2010 - March 2011
Bank of America January 2009 - June 2010
Bank of America July 2008 - December 2008
Skills
Analytics, Data Analysis, Strategy, Risk Management, Leadership, Management, Finance, Project Management, Microsoft Excel, Product Management, Microsoft SQL Server, Financial Analysis, Marketing, SQL, Strategic Planning, Financial Modeling, Entrepreneurship, Loans, Product Marketing, Creative Problem Solving, Business Analysis, Databases, Budgets, Credit, Data Visualization, Machine Learning, PostgreSQL, JavaScript, Google Analytics, Google Adwords
Education
Georgetown University - The McDonough School of Business
Bachelor's Degree
上智大学
Menlo School
High School
Kate O'Sullivan Kate O'Sullivan's Bank of America Experience June 2013 - August 2013
Job Career Coaching | Executive Coaching | Training
Industry Human Resources
Experience
KO Coaching August 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Pride Technologies November 2012 - January 2014
Bank of America June 2013 - August 2013
Bridgewater Associates July 2007 - July 2012
City Year September 2006 - June 2007
Skills
Leadership, Leadership Development, Talent Management, Recruiting, Management, Resume Writing, Hedge Funds, Team Leadership, Team Building, Change Management, Executive Coaching, Hiring, Career Counseling, Data Analysis, Project Management, Valuation, Financial Modeling, Economics, Financial Analysis, Management Consulting, Leadership Coaching, Strategy, Leadership Development..., Business Coaching
Education
CoachU 2014 — 2015
Leadership Coaching Certification
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2002 — 2006
BA, Religion, East Asian Studies
NCS/STA 1999 — 2002
High School Diploma
KO Coaching August 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Pride Technologies November 2012 - January 2014
Bank of America June 2013 - August 2013
Bridgewater Associates July 2007 - July 2012
City Year September 2006 - June 2007
Skills
Leadership, Leadership Development, Talent Management, Recruiting, Management, Resume Writing, Hedge Funds, Team Leadership, Team Building, Change Management, Executive Coaching, Hiring, Career Counseling, Data Analysis, Project Management, Valuation, Financial Modeling, Economics, Financial Analysis, Management Consulting, Leadership Coaching, Strategy, Leadership Development..., Business Coaching
Education
CoachU 2014 — 2015
Leadership Coaching Certification
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2002 — 2006
BA, Religion, East Asian Studies
NCS/STA 1999 — 2002
High School Diploma
Marllan Valerio, MBA, MA's Bank of America Experience May 2004 - May 2005
Job President & CEO at Lixfin Financial Group
Industry Financial Services
Experience
Lixfin Financial Group October 2012 - Present
Lixfin Financial Group May 2005 - October 2012
Bank of America May 2004 - May 2005
Wachovia Bank January 2000 - May 2004
Skills
Insurance, Disability Insurance, Strategic Financial..., Strategy, Fixed Annuities, Life Insurance, Personal Financial..., Investment Banking, Risk Management, Licensed Life & Health..., Long-Term Care Insurance, Buy-Sell Agreements, Liability Insurance, Compensation & Benefit, Deferred Compensation, Succession Planning, Strategic Planning, Finance, Long Term Care Insurance, Financial Services, Analysis, Leadership, Financial Planning, Management, Investments, Sales, Retirement Planning, Relationship Management, Marketing, Banking, Public Speaking, Retirement, Program Management, Small Business
Education
Marymount University 2010 — 2012
Master of Arts (M.A.), Human Resources Management
Georgetown University - The McDonough School of Business 2005 — 2007
Master of Business Administration (MBA), MBA Finance, 3.55
Lixfin Financial Group October 2012 - Present
Lixfin Financial Group May 2005 - October 2012
Bank of America May 2004 - May 2005
Wachovia Bank January 2000 - May 2004
Skills
Insurance, Disability Insurance, Strategic Financial..., Strategy, Fixed Annuities, Life Insurance, Personal Financial..., Investment Banking, Risk Management, Licensed Life & Health..., Long-Term Care Insurance, Buy-Sell Agreements, Liability Insurance, Compensation & Benefit, Deferred Compensation, Succession Planning, Strategic Planning, Finance, Long Term Care Insurance, Financial Services, Analysis, Leadership, Financial Planning, Management, Investments, Sales, Retirement Planning, Relationship Management, Marketing, Banking, Public Speaking, Retirement, Program Management, Small Business
Education
Marymount University 2010 — 2012
Master of Arts (M.A.), Human Resources Management
Georgetown University - The McDonough School of Business 2005 — 2007
Master of Business Administration (MBA), MBA Finance, 3.55
Madeline Gasior Madeline Gasior's Bank of America Experience May 2014 - May 2014
Job Summer Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2014 - Present
Carolina for the Kids Foundation August 2013 - Present
Bank of America Merrill Lynch November 2014 - November 2014
Wells Fargo Securities October 2014 - October 2014
Foodbabe.com May 2013 - October 2014
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America May 2014 - May 2014
Simile Imaging Solutions June 2012 - August 2012
Skills
Communication, Writing,..., Accounts Receivable, Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork, Customer Service, Finance, Sales, Marketing, Leadership, Social Media, Research, Public Speaking, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2017
Finance
Charlotte Catholic High School 2009 — 2013
Georgetown University 2011 — 2011
Georgetown University Summer Program, Fundamentals of Business: Leadership in a Global Economy and Fundamentals of Finance
Wells Fargo Securities December 2014 - Present
Carolina for the Kids Foundation August 2013 - Present
Bank of America Merrill Lynch November 2014 - November 2014
Wells Fargo Securities October 2014 - October 2014
Foodbabe.com May 2013 - October 2014
Bank of America Merrill Lynch July 2014 - August 2014
Bank of America May 2014 - May 2014
Simile Imaging Solutions June 2012 - August 2012
Skills
Communication, Writing,..., Accounts Receivable, Administration, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Teamwork, Customer Service, Finance, Sales, Marketing, Leadership, Social Media, Research, Public Speaking, Event Planning
Education
University of North Carolina at Chapel Hill 2013 — 2017
Finance
Charlotte Catholic High School 2009 — 2013
Georgetown University 2011 — 2011
Georgetown University Summer Program, Fundamentals of Business: Leadership in a Global Economy and Fundamentals of Finance
Cate Luzio's Bank of America Experience June 2005 - September 2008
Job Executive Vice President, Managing Director at HSBC
Industry Banking
Experience
HSBC December 2014 - Present
JP Morgan June 2011 - December 2014
JP Morgan September 2008 - June 2011
Bank of America June 2005 - September 2008
MBNA June 2002 - June 2005
WebPerfect August 1999 - May 2003
Education
Georgetown University 2001 — 2003
MA, International Relations
University of Maryland College Park 1993 — 1997
BA, Political Science, Spanish
Spanish American Institute 1996 — 1996
Spanish
Matawan 1989 — 1993
HSBC December 2014 - Present
JP Morgan June 2011 - December 2014
JP Morgan September 2008 - June 2011
Bank of America June 2005 - September 2008
MBNA June 2002 - June 2005
WebPerfect August 1999 - May 2003
Education
Georgetown University 2001 — 2003
MA, International Relations
University of Maryland College Park 1993 — 1997
BA, Political Science, Spanish
Spanish American Institute 1996 — 1996
Spanish
Matawan 1989 — 1993
Mallory Warner's Bank of America Experience July 2015 - Present
Job SVP, Service Delivery Manager
Industry Financial Services
Experience
Bank of America July 2015 - Present
DayNine Consulting, Inc. February 2014 - June 2015
DayNine Consulting, Inc. February 2013 - February 2014
DayNine Consulting, Inc. January 2012 - February 2013
Mercer July 2011 - January 2012
Mercer Consulting January 2009 - July 2011
PricewaterhouseCoopers June 2008 - August 2008
The Peninsula Group February 2008 - May 2008
Skills
Human Capital Management, Talent Management, Executive Compensation, Consulting, Executive Pay, Cloud Computing, Management Consulting, HRIS, Change Management, Performance Management, Project Management, Benefits Administration, Process Improvement, Workday, Human Resources, Leadership, Personnel Management, Enterprise Software
Education
Georgetown University 2005 — 2009
BS, Accounting, Finance
Bank of America July 2015 - Present
DayNine Consulting, Inc. February 2014 - June 2015
DayNine Consulting, Inc. February 2013 - February 2014
DayNine Consulting, Inc. January 2012 - February 2013
Mercer July 2011 - January 2012
Mercer Consulting January 2009 - July 2011
PricewaterhouseCoopers June 2008 - August 2008
The Peninsula Group February 2008 - May 2008
Skills
Human Capital Management, Talent Management, Executive Compensation, Consulting, Executive Pay, Cloud Computing, Management Consulting, HRIS, Change Management, Performance Management, Project Management, Benefits Administration, Process Improvement, Workday, Human Resources, Leadership, Personnel Management, Enterprise Software
Education
Georgetown University 2005 — 2009
BS, Accounting, Finance
Kristine Liwag's Bank of America Experience February 2014 - Present
Job Vice President Equity Research at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America February 2011 - January 2014
Bank of America July 2008 - January 2011
Smith Barney June 2006 - May 2008
Merrill Lynch June 2007 - August 2007
Georgetown University Alumni & Student Federal Credit Union January 2005 - July 2007
Mortgage Bankers Association June 2005 - August 2005
Skills
Equity Research, Capital Markets, Series 7, Equity Valuation, Series 63, Financial Markets, Valuation, Finance, Securities, Financial Services, Financial Modeling, Equities, Research, Financial Analysis, Business Valuation, Investments, DCF
Education
Georgetown University 2004 — 2008
BSBA, Finance, Management
Bank of America February 2014 - Present
Bank of America February 2011 - January 2014
Bank of America July 2008 - January 2011
Smith Barney June 2006 - May 2008
Merrill Lynch June 2007 - August 2007
Georgetown University Alumni & Student Federal Credit Union January 2005 - July 2007
Mortgage Bankers Association June 2005 - August 2005
Skills
Equity Research, Capital Markets, Series 7, Equity Valuation, Series 63, Financial Markets, Valuation, Finance, Securities, Financial Services, Financial Modeling, Equities, Research, Financial Analysis, Business Valuation, Investments, DCF
Education
Georgetown University 2004 — 2008
BSBA, Finance, Management
J. Elliot Yoon J. Elliot Yoon's Bank of America Experience June 2015 - August 2015
Job Analytical | Quantitative | Proficiency in Company Research
Industry Market Research
Experience
Bank of America June 2015 - August 2015
Novahill Partners January 2015 - April 2015
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (BS), Biochemistry
Bank of America June 2015 - August 2015
Novahill Partners January 2015 - April 2015
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles
Bachelor of Science (BS), Biochemistry
Richard Hill's Bank of America Experience May 2009 - April 2010
Job Head of CMBS & CRE Debt Research at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley July 2013 - Present
RBS Greenwich Capital April 2010 - July 2013
Bank of America May 2009 - April 2010
Banc of America Securities July 2001 - April 2008
Skills
Real Estate, Asset Management, Investments, Portfolio Management, Investors, Real Estate Investment, Strategy, Trading, Trading Strategies, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Bloomberg, Intex, Trepp, CoStar, CDO, CLO, Research, Hedge Funds, Leveraged Finance, Leveraged Lending
Education
Georgetown University 1997 — 2001
B.S.B.A., Finance, Theology
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
Morgan Stanley July 2013 - Present
RBS Greenwich Capital April 2010 - July 2013
Bank of America May 2009 - April 2010
Banc of America Securities July 2001 - April 2008
Skills
Real Estate, Asset Management, Investments, Portfolio Management, Investors, Real Estate Investment, Strategy, Trading, Trading Strategies, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Bloomberg, Intex, Trepp, CoStar, CDO, CLO, Research, Hedge Funds, Leveraged Finance, Leveraged Lending
Education
Georgetown University 1997 — 2001
B.S.B.A., Finance, Theology
Georgetown University - The McDonough School of Business 1997 — 2001
Bachelor of Science (BS), Finance, General
Nancy Huang Nancy Huang's Bank of America Experience 1997 - 1998
Job Director of Outreach at Draper Richards Kaplan Foundation
Industry Nonprofit Organization Management
Experience
Draper Richards Kaplan Foundation 2014 - Present
Harvard Business School Community Partners (Northern California) 2011 - 2014
Positive Coaching Alliance 1998 - 2010
Gap Inc. July 2000 - February 2001
GiftEmporia.com 1998 - 2000
Bank of America 1997 - 1998
ESPN 1995 - 1997
The Office of President George Bush/The White House 1991 - 1994
Skills
New Business Development, Business Strategy, Strategic Planning, Leadership, Nonprofits, Management, Event Planning, Project Management, Program Development, Finance, Start-ups, Strategy, Strategic Partnerships, Community Outreach, Program Management, Strategic Communications, Fundraising
Education
Harvard Business School 1994 — 1996
MBA
Georgetown University 1986 — 1990
BS, Business
Draper Richards Kaplan Foundation 2014 - Present
Harvard Business School Community Partners (Northern California) 2011 - 2014
Positive Coaching Alliance 1998 - 2010
Gap Inc. July 2000 - February 2001
GiftEmporia.com 1998 - 2000
Bank of America 1997 - 1998
ESPN 1995 - 1997
The Office of President George Bush/The White House 1991 - 1994
Skills
New Business Development, Business Strategy, Strategic Planning, Leadership, Nonprofits, Management, Event Planning, Project Management, Program Development, Finance, Start-ups, Strategy, Strategic Partnerships, Community Outreach, Program Management, Strategic Communications, Fundraising
Education
Harvard Business School 1994 — 1996
MBA
Georgetown University 1986 — 1990
BS, Business
Robert Grimmig Robert Grimmig's Bank of America Experience 2010 - 2012
Job Credit Risk Management Professional
Industry Banking
Experience
Jacksonville, Florida April 2012 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2007
Bank of America 1998 - 2005
Bank of America 1994 - 1998
Bank of America 1993 - 1994
Bank of America 1988 - 1993
Bank of America 1986 - 1988
Bank of America 1984 - 1986
Skills
Cash Flow Lending, Secured Lending, Chapter 11, Chapter 7, Credit Operations, Credit Administration, Credit Review, Credit Risk, Credit, Risk Management, Credit Analysis, Commercial Lending, Loan Work-outs, Floorplan Finance, Commercial Banking
Education
Georgetown University - The McDonough School of Business 1976 — 1980
Bachelor of Science (B.S.), Finance
Jacksonville, Florida April 2012 - Present
Bank of America 2010 - 2012
Bank of America 2008 - 2010
Bank of America 2005 - 2007
Bank of America 1998 - 2005
Bank of America 1994 - 1998
Bank of America 1993 - 1994
Bank of America 1988 - 1993
Bank of America 1986 - 1988
Bank of America 1984 - 1986
Skills
Cash Flow Lending, Secured Lending, Chapter 11, Chapter 7, Credit Operations, Credit Administration, Credit Review, Credit Risk, Credit, Risk Management, Credit Analysis, Commercial Lending, Loan Work-outs, Floorplan Finance, Commercial Banking
Education
Georgetown University - The McDonough School of Business 1976 — 1980
Bachelor of Science (B.S.), Finance
Robert Fiore's Bank of America Experience January 2007 - January 2009
Job Licensed Relationship Manager at KeyBank
Industry Financial Services
Experience
KeyBank July 2014 - Present
The Vermont Agency July 2013 - Present
Maine Medical Center June 2012 - Present
Bank of America January 2007 - January 2009
Northwestern Mutual Financial Network January 2001 - January 2007
Rose Hill Distributors, Inc. Connecticut January 1995 - January 2000
Skills
Certified Long Term..., College Planning, Life Insurance Planning, Life Insurance, Educational Consulting, Credit, Retirement, Series 63, Mortgage Lending, Underwriting, Sales, Strategic Financial..., Insurance, Loans, New Business Development, Fixed Annuities, Series 7, Financial Services, Personal Finance, Small Business, Portfolio Management, Finance, Securities, Mutual Funds, Wealth Management, Whole Life, Series 65, Investment Advisory, Investment Strategies, Health Insurance, Relationship Management, Long-term Care, Financial Analysis, Financial Advisory, Employee Benefits, Disability Insurance, Asset Allocation, 401k, Financial Modeling, Valuation, Wealth, Financial Planners, Term Life Insurance, Risk Management, Executive Management, Pensions, Leadership, Financial Planning
Education
Georgetown University
Bachelor's degree, Philosophy
KeyBank July 2014 - Present
The Vermont Agency July 2013 - Present
Maine Medical Center June 2012 - Present
Bank of America January 2007 - January 2009
Northwestern Mutual Financial Network January 2001 - January 2007
Rose Hill Distributors, Inc. Connecticut January 1995 - January 2000
Skills
Certified Long Term..., College Planning, Life Insurance Planning, Life Insurance, Educational Consulting, Credit, Retirement, Series 63, Mortgage Lending, Underwriting, Sales, Strategic Financial..., Insurance, Loans, New Business Development, Fixed Annuities, Series 7, Financial Services, Personal Finance, Small Business, Portfolio Management, Finance, Securities, Mutual Funds, Wealth Management, Whole Life, Series 65, Investment Advisory, Investment Strategies, Health Insurance, Relationship Management, Long-term Care, Financial Analysis, Financial Advisory, Employee Benefits, Disability Insurance, Asset Allocation, 401k, Financial Modeling, Valuation, Wealth, Financial Planners, Term Life Insurance, Risk Management, Executive Management, Pensions, Leadership, Financial Planning
Education
Georgetown University
Bachelor's degree, Philosophy
Peter Keber Peter Keber's Bank of America Experience 1979 - 2001
Job Civic volunteer
Industry Civic & Social Organization
Jennifer McDonald Jennifer McDonald's Bank of America Experience February 2014 - Present
Job Marketing Strategist at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
The Fine Art Fund January 2010 - December 2011
Credit Suisse 2007 - 2009
ING U.S. January 2004 - 2007
Skills
Emerging Markets, Marketing, Business Development, Strategy, Business Strategy, Entrepreneurship, Private Equity, Contemporary Art, Art Business, Debt & Equity Financing, Corporate Sponsorships
Education
Georgetown University 2001 — 2003
Master of Science Foreign Service (MSFS), International Economics
Georgetown University
BSBA, International Business
Sciences Po
Sotheby's Business of Art
Certificate
Cardinal Newman High School
Bank of America February 2014 - Present
The Fine Art Fund January 2010 - December 2011
Credit Suisse 2007 - 2009
ING U.S. January 2004 - 2007
Skills
Emerging Markets, Marketing, Business Development, Strategy, Business Strategy, Entrepreneurship, Private Equity, Contemporary Art, Art Business, Debt & Equity Financing, Corporate Sponsorships
Education
Georgetown University 2001 — 2003
Master of Science Foreign Service (MSFS), International Economics
Georgetown University
BSBA, International Business
Sciences Po
Sotheby's Business of Art
Certificate
Cardinal Newman High School
Joseph DeSalvo Joseph DeSalvo's Bank of America Experience April 2004 - January 2005
Job Head of U.S. Corporate Security
Industry Security and Investigations
Experience
GardaWorld Cash Services February 2014 - Present
Zero Point Risk Research March 2012 - January 2014
Mylan August 2011 - March 2012
Hillard Heintze May 2011 - August 2011
Iron Mountain January 2007 - May 2011
Security Advisory Services June 2003 - December 2006
Bank of America April 2004 - January 2005
Charles Schwab September 1999 - May 2003
Bankers Trust Co./Deutsche Bank April 1996 - September 1999
FBI May 1991 - April 1996
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Senior Executive Leadership Program
Georgetown University 2003 — 2003
Executive Leadership Program
University of Hartford 1989 — 1991
MBA, Finance
State University of New York College at Plattsburgh 1986 — 1989
Bachelor's Degree, History
GardaWorld Cash Services February 2014 - Present
Zero Point Risk Research March 2012 - January 2014
Mylan August 2011 - March 2012
Hillard Heintze May 2011 - August 2011
Iron Mountain January 2007 - May 2011
Security Advisory Services June 2003 - December 2006
Bank of America April 2004 - January 2005
Charles Schwab September 1999 - May 2003
Bankers Trust Co./Deutsche Bank April 1996 - September 1999
FBI May 1991 - April 1996
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Senior Executive Leadership Program
Georgetown University 2003 — 2003
Executive Leadership Program
University of Hartford 1989 — 1991
MBA, Finance
State University of New York College at Plattsburgh 1986 — 1989
Bachelor's Degree, History
Seth Cohen's Bank of America Experience June 2011 - March 2014
Job Senior Vice President SPM, LLC
Industry Financial Services
Experience
Structured Portfolio Management July 2014 - Present
Consultant March 2014 - July 2014
Bank of America June 2011 - March 2014
Georgetown University 2010 - 2012
Fannie Mae September 2010 - June 2011
Celerity IT Services December 2009 - September 2010
KPMG 1999 - 2000
Skills
Financial Modeling, Valuation, Portfolio Management, Business Analysis, Financial Analysis, Financial Services, Investments, Risk Management, Capital Markets, Finance, Mergers & Acquisitions, Corporate Finance, Credit Risk, Due Diligence, Program Management, Credit, Loans, Banking, Financial Risk, Fixed Income, Investment Banking, Private Equity, Asset Management, Mortgage Lending, Underwriting, Management, Leadership, Governance, Credit Analysis
Education
Georgetown University 2010 — 2012
Masters in Real Estate Finance, Real Estate Finance
Tufts University 1995 — 1999
BA, Economics
Structured Portfolio Management July 2014 - Present
Consultant March 2014 - July 2014
Bank of America June 2011 - March 2014
Georgetown University 2010 - 2012
Fannie Mae September 2010 - June 2011
Celerity IT Services December 2009 - September 2010
KPMG 1999 - 2000
Skills
Financial Modeling, Valuation, Portfolio Management, Business Analysis, Financial Analysis, Financial Services, Investments, Risk Management, Capital Markets, Finance, Mergers & Acquisitions, Corporate Finance, Credit Risk, Due Diligence, Program Management, Credit, Loans, Banking, Financial Risk, Fixed Income, Investment Banking, Private Equity, Asset Management, Mortgage Lending, Underwriting, Management, Leadership, Governance, Credit Analysis
Education
Georgetown University 2010 — 2012
Masters in Real Estate Finance, Real Estate Finance
Tufts University 1995 — 1999
BA, Economics
Samantha Wallace Samantha Wallace's Bank of America Experience July 2009 - March 2012
Job Group Vice President, Account Management at Connexions Loyalty
Industry Financial Services
Experience
Connexions Loyalty August 2013 - Present
Independent Consultant in Card Marketing March 2012 - July 2013
Bank of America July 2009 - March 2012
Bank of America 2006 - 2009
MBNA America 2005 - 2006
MBNA America 1994 - 2005
Skills
Credit Cards, Rewards Programs, Loyalty Marketing, Team Leadership, Portfolio Management, Consensus Building, Business Development, Partner Management, Competitive Analysis, Strategic Planning, Strategy, Product Management, E-commerce, Marketing, Marketing Strategy, Program Management, Credit, Cross-functional Team..., Product Development, Risk Management, Process Improvement, Leadership, Executive Management, Direct Marketing, Management, Segmentation, Analytics, Customer Experience, Financial Services, Call Centers, New Business Development, Debit Cards, Account Management, Brand Management
Education
Georgetown University 1982 — 1986
Bachelor of Science Foreign Service, International Relations
Connexions Loyalty August 2013 - Present
Independent Consultant in Card Marketing March 2012 - July 2013
Bank of America July 2009 - March 2012
Bank of America 2006 - 2009
MBNA America 2005 - 2006
MBNA America 1994 - 2005
Skills
Credit Cards, Rewards Programs, Loyalty Marketing, Team Leadership, Portfolio Management, Consensus Building, Business Development, Partner Management, Competitive Analysis, Strategic Planning, Strategy, Product Management, E-commerce, Marketing, Marketing Strategy, Program Management, Credit, Cross-functional Team..., Product Development, Risk Management, Process Improvement, Leadership, Executive Management, Direct Marketing, Management, Segmentation, Analytics, Customer Experience, Financial Services, Call Centers, New Business Development, Debit Cards, Account Management, Brand Management
Education
Georgetown University 1982 — 1986
Bachelor of Science Foreign Service, International Relations
Kelly Bonilla Kelly Bonilla's Bank of America Experience June 2009 - August 2009
Job Regional Manager at Enriched Schools
Industry Education Management
Experience
Enriched Schools August 2015 - Present
Teach For America June 2013 - June 2015
Students of Georgetown, Inc. June 2011 - May 2013
ESPN September 2012 - January 2013
KIPP DC July 2012 - August 2012
Sweetgreen June 2011 - July 2011
Scott Galvin for US Congress May 2010 - August 2010
Operation Smile September 2007 - September 2009
Bank of America June 2009 - August 2009
Skills
Spanish fluency, Marketing, Spanish, Research, Nonprofits, Public Speaking, Event Planning, Microsoft Excel, Editing, Microsoft Office, PowerPoint
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Government
Miami Country Day School 1995 — 2009
Enriched Schools August 2015 - Present
Teach For America June 2013 - June 2015
Students of Georgetown, Inc. June 2011 - May 2013
ESPN September 2012 - January 2013
KIPP DC July 2012 - August 2012
Sweetgreen June 2011 - July 2011
Scott Galvin for US Congress May 2010 - August 2010
Operation Smile September 2007 - September 2009
Bank of America June 2009 - August 2009
Skills
Spanish fluency, Marketing, Spanish, Research, Nonprofits, Public Speaking, Event Planning, Microsoft Excel, Editing, Microsoft Office, PowerPoint
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Government
Miami Country Day School 1995 — 2009
Daniel Andersen's Bank of America Experience January 2009 - June 2011
Job Director at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Katherine Doe Katherine Doe's Bank of America Experience 1993 - 1999
Job Vice President Product Management at iBasis
Industry Telecommunications
Experience
iBasis January 2015 - Present
iBasis April 2011 - Present
iBasis October 2008 - April 2011
iBasis 2007 - 2009
iBasis 2006 - 2007
iBasis 2003 - 2006
Genuity Solutions, Inc. 2002 - 2003
Genuity Solutions, Inc. 2001 - 2002
Bank of America 1993 - 1999
Skills
Operations Management, Sales Operations, Financial Management, New Business Development, Project Management, Mergers, Managerial Finance, Competitive Analysis, Cross-functional Team..., Business Strategy, Telecommunications, Forecasting, Strategic Planning, Product Management, Contract Negotiation, Business Development, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Management, Business Process..., Go-to-market Strategy, Integration, Strategy, Executive Management, Pricing, CRM, Leadership, Mobile Devices, Product Development, Risk Management, VoIP, Wireless, Managed Services, Finance, IP, Enterprise Software, Program Management, Business Process, Vendor Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Business
Wellesley College 1989 — 1993
BA, Economics
iBasis January 2015 - Present
iBasis April 2011 - Present
iBasis October 2008 - April 2011
iBasis 2007 - 2009
iBasis 2006 - 2007
iBasis 2003 - 2006
Genuity Solutions, Inc. 2002 - 2003
Genuity Solutions, Inc. 2001 - 2002
Bank of America 1993 - 1999
Skills
Operations Management, Sales Operations, Financial Management, New Business Development, Project Management, Mergers, Managerial Finance, Competitive Analysis, Cross-functional Team..., Business Strategy, Telecommunications, Forecasting, Strategic Planning, Product Management, Contract Negotiation, Business Development, Start-ups, Strategic Partnerships, Mergers & Acquisitions, Management, Business Process..., Go-to-market Strategy, Integration, Strategy, Executive Management, Pricing, CRM, Leadership, Mobile Devices, Product Development, Risk Management, VoIP, Wireless, Managed Services, Finance, IP, Enterprise Software, Program Management, Business Process, Vendor Management
Education
Georgetown University - The McDonough School of Business 1999 — 2001
MBA, Business
Wellesley College 1989 — 1993
BA, Economics
Rena Murphy Rena Murphy's Bank of America Experience January 2013 - May 2014
Job Recovery Collections Strategy and Analytics Manager at Springleaf Financial Services
Industry Banking
Experience
Springleaf Financial Services May 2014 - Present
Bank of America January 2013 - May 2014
Bank of America - Recovery Collections July 2008 - December 2013
Bank of America (Formerly MBNA) March 2003 - July 2008
Lockheed Martin Management and Data Services June 1999 - January 2002
NDC Group August 1998 - June 1999
Fleet Mortgage Group January 1998 - July 1998
Federal Credit Union January 1996 - December 1997
Price Waterhouse LLP April 1994 - September 1995
Georgetown University International Business Diplomacy Program February 1993 - May 1994
Skills
Financial Analysis, Financial Planning, Executive Reporting, Strategy Development, Managing Employees
Education
The George Washington University 1999 — 2001
MBA, Business
Georgetown University 1990 — 1994
Bachelor of Science, Economics; Finance and Commerce
Springleaf Financial Services May 2014 - Present
Bank of America January 2013 - May 2014
Bank of America - Recovery Collections July 2008 - December 2013
Bank of America (Formerly MBNA) March 2003 - July 2008
Lockheed Martin Management and Data Services June 1999 - January 2002
NDC Group August 1998 - June 1999
Fleet Mortgage Group January 1998 - July 1998
Federal Credit Union January 1996 - December 1997
Price Waterhouse LLP April 1994 - September 1995
Georgetown University International Business Diplomacy Program February 1993 - May 1994
Skills
Financial Analysis, Financial Planning, Executive Reporting, Strategy Development, Managing Employees
Education
The George Washington University 1999 — 2001
MBA, Business
Georgetown University 1990 — 1994
Bachelor of Science, Economics; Finance and Commerce
Daniel Rencricca's Bank of America Experience July 1993 - May 1999
Job Educational Technology Coordinator and Programmer at Trevor Day School
Industry Primary/Secondary Education
Experience
Trevor Day School May 2011 - Present
Battery Park Software May 2000 - December 2010
Bank of America July 1993 - May 1999
Skills
Educational Technology, Google Docs, Python, Java, SQL, C++, Objective-C, JavaScript, HTML, Dreamweaver, OS X, Windows, Databases, Project Management, Microsoft Office
Education
Columbia University 2010 — 2012
Master of Arts (M.A.)
Georgetown University 1983 — 1987
B.S./B.A.
Trevor Day School May 2011 - Present
Battery Park Software May 2000 - December 2010
Bank of America July 1993 - May 1999
Skills
Educational Technology, Google Docs, Python, Java, SQL, C++, Objective-C, JavaScript, HTML, Dreamweaver, OS X, Windows, Databases, Project Management, Microsoft Office
Education
Columbia University 2010 — 2012
Master of Arts (M.A.)
Georgetown University 1983 — 1987
B.S./B.A.
Erik Volfing Erik Volfing's Bank of America Experience 1993 - 1996
Job COO/CFO at Grand Slam Asset Management LLC
Industry Financial Services
Experience
Grand Slam Asset Management LLC February 2011 - Present
Oranda Capital Management LLC May 2008 - December 2010
Grand Slam Asset Management April 2001 - April 2008
TSR Wireless 1996 - 2000
Bank of America 1993 - 1996
Skills
Corporate Finance, Alternative Investments, Management, Hedge Funds, Emerging Markets, Finance, Internal Controls, Private Equity, Loans, Asset Managment, Financial Reporting, Fund Of Funds, Equities
Education
Georgetown University 1988 — 1992
BSBA, Finance
American School of London 1986 — 1988
International School of Geneva 1979 — 1986
Grand Slam Asset Management LLC February 2011 - Present
Oranda Capital Management LLC May 2008 - December 2010
Grand Slam Asset Management April 2001 - April 2008
TSR Wireless 1996 - 2000
Bank of America 1993 - 1996
Skills
Corporate Finance, Alternative Investments, Management, Hedge Funds, Emerging Markets, Finance, Internal Controls, Private Equity, Loans, Asset Managment, Financial Reporting, Fund Of Funds, Equities
Education
Georgetown University 1988 — 1992
BSBA, Finance
American School of London 1986 — 1988
International School of Geneva 1979 — 1986
Osman C. Jen's Bank of America Experience June 2007 - May 2010
Job Product Strategist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics January 2015 - Present
TD Wealth Management August 2012 - January 2015
PCAOB May 2011 - December 2011
Bank of America June 2007 - May 2010
Skills
Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Financial Markets, Banking, Portfolio Management, Asset Management, Financial Services, Strategy, Wealth, Project Management, Capital Budgeting, Wealth Management, Interviews, Recruiting, Series 7, Series 66, Change Management, Finance, Corporate Finance, Equities
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Pepperdine University
Bachelor's Degree, Finance
San Marino High School
Moody's Analytics January 2015 - Present
TD Wealth Management August 2012 - January 2015
PCAOB May 2011 - December 2011
Bank of America June 2007 - May 2010
Skills
Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Financial Markets, Banking, Portfolio Management, Asset Management, Financial Services, Strategy, Wealth, Project Management, Capital Budgeting, Wealth Management, Interviews, Recruiting, Series 7, Series 66, Change Management, Finance, Corporate Finance, Equities
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Pepperdine University
Bachelor's Degree, Finance
San Marino High School
Patrice Barton Smith Patrice Barton Smith's Bank of America Experience June 2009 - Present
Job Experienced Financial Industry Professional interested in bringing experience to Wealth Management industry
Industry Financial Services
Experience
Bank of America June 2009 - Present
Bank of America June 2005 - June 2009
AIG September 1999 - June 2005
Prudential Insurance August 1994 - August 1999
Skills
Risk Management, Program Management, Process Improvement, Management, Project Management, Strategic Planning, Performance Management, Training, Strategic Financial..., Contract Management, Negotiation, Insurance
Education
Georgia State University 2008 — 2010
Graduate Certificate, Personal Financial Planning
Seton Hall University School of Law 1994 — 1998
Juris Doctorate; Bachelor of Science, Law
Georgetown University - The McDonough School of Business 1990 — 1994
BS, Finance, Government
Bank of America June 2009 - Present
Bank of America June 2005 - June 2009
AIG September 1999 - June 2005
Prudential Insurance August 1994 - August 1999
Skills
Risk Management, Program Management, Process Improvement, Management, Project Management, Strategic Planning, Performance Management, Training, Strategic Financial..., Contract Management, Negotiation, Insurance
Education
Georgia State University 2008 — 2010
Graduate Certificate, Personal Financial Planning
Seton Hall University School of Law 1994 — 1998
Juris Doctorate; Bachelor of Science, Law
Georgetown University - The McDonough School of Business 1990 — 1994
BS, Finance, Government
David Salit David Salit's Bank of America Experience July 1999 - March 2008
Job Managing Director, Private Client Advisor
Industry Investment Management
Experience
U.S. Trust March 2011 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - March 2011
Bank of America July 1999 - March 2008
Fleet Financial Group May 1993 - June 1999
KPMG US September 1989 - May 1993
KPMG US August 1987 - August 1989
Education
Georgetown University 1983 — 1987
Bachelor of Business Administration (B.B.A.)
U.S. Trust March 2011 - Present
U.S. Trust, Bank of America Private Wealth Management March 2008 - March 2011
Bank of America July 1999 - March 2008
Fleet Financial Group May 1993 - June 1999
KPMG US September 1989 - May 1993
KPMG US August 1987 - August 1989
Education
Georgetown University 1983 — 1987
Bachelor of Business Administration (B.B.A.)
Laura Ducolon Laura Ducolon's Bank of America Experience Co-ownerSelf-Employed2005 - 2007
Job Mortgage Loan Associate at Bank of America
Industry Real Estate
Experience
Bank of America Co-ownerSelf-Employed2005 - 2007
Federal Government February 1989 - February 1999
Education
Georgetown University 1984 — 1986
Russian
Bank of America Co-ownerSelf-Employed2005 - 2007
Federal Government February 1989 - February 1999
Education
Georgetown University 1984 — 1986
Russian
Melody Emami Melody Emami's Bank of America Experience August 2015 - Present
Job AVP; Senior Auditor I at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
Bank of America August 2013 - August 2015
Bank of America June 2012 - August 2013
Susan G. Komen for the Cure August 2011 - April 2012
Edelman June 2009 - July 2009
UNC Health Care September 2008 - April 2009
UNC School of Journalism & Mass Communication September 2008 - November 2008
Inventors Digest magazine July 2008 - August 2008
The Daily Tar Heel September 2007 - December 2007
School Reading Partners January 2007 - December 2007
Skills
Editing, Management, Journalism, Public Relations, Social Media, Public Speaking, Nonprofits, Newsletters, Strategy, Training, Marketing, Internal Communications, PowerPoint, Leadership, Research, Microsoft Word, Strategic Communications, Community Outreach, Data Analysis, Microsoft Office, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
Master of Arts, Management
University of North Carolina at Chapel Hill 2006 — 2010
Journalism & Mass Communication- Public Relations, International Studies- Middle East concentration, History minor
Georgetown University 2009 — 2009
Journalism
Regent's College 2008 — 2008
COMM 4050 - International Public Relations
Bank of America August 2015 - Present
Bank of America August 2013 - August 2015
Bank of America June 2012 - August 2013
Susan G. Komen for the Cure August 2011 - April 2012
Edelman June 2009 - July 2009
UNC Health Care September 2008 - April 2009
UNC School of Journalism & Mass Communication September 2008 - November 2008
Inventors Digest magazine July 2008 - August 2008
The Daily Tar Heel September 2007 - December 2007
School Reading Partners January 2007 - December 2007
Skills
Editing, Management, Journalism, Public Relations, Social Media, Public Speaking, Nonprofits, Newsletters, Strategy, Training, Marketing, Internal Communications, PowerPoint, Leadership, Research, Microsoft Word, Strategic Communications, Community Outreach, Data Analysis, Microsoft Office, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
Master of Arts, Management
University of North Carolina at Chapel Hill 2006 — 2010
Journalism & Mass Communication- Public Relations, International Studies- Middle East concentration, History minor
Georgetown University 2009 — 2009
Journalism
Regent's College 2008 — 2008
COMM 4050 - International Public Relations
Lola Abdulhalikzade Lola Abdulhalikzade's Bank of America Experience September 2014 - Present
Job Bank of America, AVP, Business Solutions Consultant
Industry Investment Banking
Experience
Bank of America September 2014 - Present
Polimaster INC 2008 - June 2014
Skills
New Business Development, Marketing Strategy, Business Development, Team Building, Management, Marketing, Negotiation, Leadership, Strategy, Team Leadership
Education
Georgetown University 2012 — 2013
Marketing, Project Manager, Sales Manager
Bachelor of Economics in International Trade 1989 — 1994
Business/Managerial Economics
Bank of America September 2014 - Present
Polimaster INC 2008 - June 2014
Skills
New Business Development, Marketing Strategy, Business Development, Team Building, Management, Marketing, Negotiation, Leadership, Strategy, Team Leadership
Education
Georgetown University 2012 — 2013
Marketing, Project Manager, Sales Manager
Bachelor of Economics in International Trade 1989 — 1994
Business/Managerial Economics
Chris Dowler's Bank of America Experience July 2007 - March 2012
Job Senior Vice President at Citibank
Industry Financial Services
Experience
Citi March 2012 - Present
Bank of America July 2007 - March 2012
Wells Fargo November 2003 - July 2007
Skills
Sales, Business Development, Credit Solutions, Product Expertise, Underwriting, Portfolio Management, Commercial Banking, Business Banking, Financial Consulting, Lead Generation, Business Analysis, Middle Market, Banking, Financial Analysis, Finance, Relationship Management, Loans
Education
Northeastern University
Finance and Accounting Management
Georgetown University
Economics/ Political Science
Citi March 2012 - Present
Bank of America July 2007 - March 2012
Wells Fargo November 2003 - July 2007
Skills
Sales, Business Development, Credit Solutions, Product Expertise, Underwriting, Portfolio Management, Commercial Banking, Business Banking, Financial Consulting, Lead Generation, Business Analysis, Middle Market, Banking, Financial Analysis, Finance, Relationship Management, Loans
Education
Northeastern University
Finance and Accounting Management
Georgetown University
Economics/ Political Science
Gregory Francfort Gregory Francfort's Bank of America Experience July 2012 - Present
Job Equity Research Associate at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Georgetown University Alumni & Student Federal Credit Union March 2011 - February 2012
Bank of America June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Microsoft Excel, DCF, PowerPoint, Bloomberg Terminal, Finance
Education
Georgetown University 2008 — 2012
Bachelor of Arts, Physics and Economics, 3.6
Princeton Day School 2000 — 2008
Bank of America July 2012 - Present
Georgetown University Alumni & Student Federal Credit Union March 2011 - February 2012
Bank of America June 2011 - August 2011
Neuberger Berman June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Investments, Microsoft Excel, DCF, PowerPoint, Bloomberg Terminal, Finance
Education
Georgetown University 2008 — 2012
Bachelor of Arts, Physics and Economics, 3.6
Princeton Day School 2000 — 2008
Patrick Eddy Patrick Eddy's Bank of America Experience July 2006 - Present
Job User Experience Designer & Project Manager
Industry Internet
Experience
Bank of America July 2006 - Present
JPMorgan Invest May 2005 - June 2006
Arnold Worldwide September 2000 - May 2005
Fidelity Investments September 1999 - September 2000
Arnold Worldwide February 1998 - September 1999
Miller Brewing Company June 1995 - February 1998
Skills
User Experience, Interaction Design, Experience Design, Information Architecture, User-centered Design, Rapid Prototyping, User Interface Design, Digital Strategy, Web Analytics, Usability Testing, Creative Direction, Content Management, User Experience Design, Information Design, Usability, Wire Framing, Adobe Creative Suite, Mobile Applications, User Interface, Wireframes, E-commerce, Usability Engineering, Advertising, Mobile Design
Education
Boston College High School
Georgetown University
BA
Bank of America July 2006 - Present
JPMorgan Invest May 2005 - June 2006
Arnold Worldwide September 2000 - May 2005
Fidelity Investments September 1999 - September 2000
Arnold Worldwide February 1998 - September 1999
Miller Brewing Company June 1995 - February 1998
Skills
User Experience, Interaction Design, Experience Design, Information Architecture, User-centered Design, Rapid Prototyping, User Interface Design, Digital Strategy, Web Analytics, Usability Testing, Creative Direction, Content Management, User Experience Design, Information Design, Usability, Wire Framing, Adobe Creative Suite, Mobile Applications, User Interface, Wireframes, E-commerce, Usability Engineering, Advertising, Mobile Design
Education
Boston College High School
Georgetown University
BA
Anoop Agarwal's Bank of America Experience July 2007 - July 2009
Job Results Measurement Specialist at IFC International Finance Corporation
Industry International Affairs
Experience
IFC - International Finance Corporation May 2013 - Present
The World Bank July 2012 - May 2013
IFC - International Finance Corporation May 2011 - August 2012
Indicorps August 2009 - July 2010
Bank of America July 2007 - July 2009
PNC Bank June 2006 - August 2006
Skills
Governance, Data Analysis, International..., Valuation, Research, Emerging Markets, Financial Modeling, Due Diligence, Economics, Financial Analysis, Strategic Planning, Strategy, Corporate Finance, Business Strategy, Management Consulting
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Michigan 2003 — 2007
BA, Economics
IFC - International Finance Corporation May 2013 - Present
The World Bank July 2012 - May 2013
IFC - International Finance Corporation May 2011 - August 2012
Indicorps August 2009 - July 2010
Bank of America July 2007 - July 2009
PNC Bank June 2006 - August 2006
Skills
Governance, Data Analysis, International..., Valuation, Research, Emerging Markets, Financial Modeling, Due Diligence, Economics, Financial Analysis, Strategic Planning, Strategy, Corporate Finance, Business Strategy, Management Consulting
Education
Georgetown University - The McDonough School of Business 2010 — 2012
Master of Business Administration (M.B.A.), International Business
University of Michigan 2003 — 2007
BA, Economics
Pat Schulte Pat Schulte's Bank of America Experience 1988 - 2001
Job CEO at Schulte & Associates
Industry Financial Services
Experience
Schulte & Associates 2010 - Present
Washington Mutual Bank 2003 - 2009
JMN Associates 2001 - 2003
Bank of America 1988 - 2001
Skills
Treasury Management, Banking, Cash Management, Capital Markets, Derivatives, Financial Services, Financial Modeling, Risk Management, Portfolio Management, Credit, Operational Risk..., Operational Risk, Commercial Banking, Finance, Corporate Finance, Executive Management, Payments, Retail Banking, Securities, Fixed Income, Financial Risk, Loans, FX Options, Financial Markets, Credit Risk, Equities, Credit Cards, Management
Education
Georgetown University
BSFS, Foreign Service
Northwestern University
Political Science
Schulte & Associates 2010 - Present
Washington Mutual Bank 2003 - 2009
JMN Associates 2001 - 2003
Bank of America 1988 - 2001
Skills
Treasury Management, Banking, Cash Management, Capital Markets, Derivatives, Financial Services, Financial Modeling, Risk Management, Portfolio Management, Credit, Operational Risk..., Operational Risk, Commercial Banking, Finance, Corporate Finance, Executive Management, Payments, Retail Banking, Securities, Fixed Income, Financial Risk, Loans, FX Options, Financial Markets, Credit Risk, Equities, Credit Cards, Management
Education
Georgetown University
BSFS, Foreign Service
Northwestern University
Political Science
Philip Carroll Philip Carroll's Bank of America Experience November 1985 - November 2003
Job South Florida Regional Manager at Grandbridge Real Estate Capital
Industry Commercial Real Estate
Experience
Grandbridge Real Estate Capital July 2012 - Present
American Real Estate Capital November 2009 - July 2012
KeyBank Real Estate Capital October 2003 - September 2008
Bank of America November 1985 - November 2003
The Chase Manhattan Bank July 1979 - October 1984
Skills
Real Estate Financing, Commercial Real Estate, Construction Loans, Real Estate Transactions, Credit, Commercial Mortgages, Investments, Valuation, Mortgage Lending, REO, Financial Analysis, Banking, Loan Origination, Financial Structuring
Education
Georgetown University 1975 — 1979
B.S.B.A.
Grandbridge Real Estate Capital July 2012 - Present
American Real Estate Capital November 2009 - July 2012
KeyBank Real Estate Capital October 2003 - September 2008
Bank of America November 1985 - November 2003
The Chase Manhattan Bank July 1979 - October 1984
Skills
Real Estate Financing, Commercial Real Estate, Construction Loans, Real Estate Transactions, Credit, Commercial Mortgages, Investments, Valuation, Mortgage Lending, REO, Financial Analysis, Banking, Loan Origination, Financial Structuring
Education
Georgetown University 1975 — 1979
B.S.B.A.
Yolian Ivanov, Ph.D. Yolian Ivanov, Ph.D.'s Bank of America Experience August 2001 - January 2004
Job Executive Director, Southern Europe, The Collins Group /yii@georgetown.edu/
Industry Investment Banking
Experience
The Collins Group Executive Director, Southern EuropeThe Collins GroupNovember 2009 - Present
Nova Capital Global Markets January 2006 - October 2009
Bulgarian State Agency January 2005 - December 2005
Euro Fidelity Capital Group October 1999 - December 2004
Bank of America August 2001 - January 2004
Eurocapital November 1996 - December 1997
Privatization Agency December 1994 - July 1995
Skills
Private Equity, International Investment, Venture Capital, Corporate Finance, Mergers & Acquisitions, Private Placements, Business Strategy, Management Consulting, Due Diligence, Entrepreneurship, Investments, Business Valuation, Renewable Energy, Global Business..., Leadership, International Project..., Power Plants, Investment Banking, International M&A, Strategy, Emerging Markets, Restructuring, Joint Ventures, Financial Structuring, Banking, Corporate Development, Project Finance, International..., Structured Finance
Education
Georgetown University 1998 — 1998
International Economics
Central European University 1995 — 1995
Management of Investment Funds
University of Central Lancashire 1993 — 1993
Business Administration and Management, General
Bulgarian Academy of Sciences 1987 — 1990
Doctor of Philosophy (Ph.D.)
Technical University Sofia 1980 — 1985
Master of Science (M.Sc.), Power Engineer
The Collins Group Executive Director, Southern EuropeThe Collins GroupNovember 2009 - Present
Nova Capital Global Markets January 2006 - October 2009
Bulgarian State Agency January 2005 - December 2005
Euro Fidelity Capital Group October 1999 - December 2004
Bank of America August 2001 - January 2004
Eurocapital November 1996 - December 1997
Privatization Agency December 1994 - July 1995
Skills
Private Equity, International Investment, Venture Capital, Corporate Finance, Mergers & Acquisitions, Private Placements, Business Strategy, Management Consulting, Due Diligence, Entrepreneurship, Investments, Business Valuation, Renewable Energy, Global Business..., Leadership, International Project..., Power Plants, Investment Banking, International M&A, Strategy, Emerging Markets, Restructuring, Joint Ventures, Financial Structuring, Banking, Corporate Development, Project Finance, International..., Structured Finance
Education
Georgetown University 1998 — 1998
International Economics
Central European University 1995 — 1995
Management of Investment Funds
University of Central Lancashire 1993 — 1993
Business Administration and Management, General
Bulgarian Academy of Sciences 1987 — 1990
Doctor of Philosophy (Ph.D.)
Technical University Sofia 1980 — 1985
Master of Science (M.Sc.), Power Engineer
Robert Pinter's Bank of America Experience June 2015 - August 2015
Job Business Technology Intern at Bank of America
Industry Higher Education
Experience
Georgetown University's McDonough School of Business September 2013 - Present
Bank of America June 2015 - August 2015
EventString May 2013 - August 2014
Skills
C++, Data Analysis, SharePoint, HTML5, SQL, Digital Communication..., Objective-C, Gretl, CSS, Python, Microsoft Excel
Education
Georgetown University 2012 — 2016
Bachelor's degree, Computer Science, Political Economy
Georgetown University 2012 — 2016
Bachelor's degree, Computer Science, Political Economy
Georgetown University's McDonough School of Business September 2013 - Present
Bank of America June 2015 - August 2015
EventString May 2013 - August 2014
Skills
C++, Data Analysis, SharePoint, HTML5, SQL, Digital Communication..., Objective-C, Gretl, CSS, Python, Microsoft Excel
Education
Georgetown University 2012 — 2016
Bachelor's degree, Computer Science, Political Economy
Georgetown University 2012 — 2016
Bachelor's degree, Computer Science, Political Economy
Peter Finnegan Peter Finnegan's Bank of America Experience January 2008 - April 2009
Job Senior Marketing Manager, Product Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2010 - Present
Bank of America January 2008 - April 2009
Columbia Management November 2004 - January 2008
Kerry-Edwards December 2003 - November 2004
Loomis Sayles Funds March 2000 - December 2002
Fidelity Investments February 1993 - June 1999
Fidelity Investments Institutional Services Company, Inc August 1986 - January 1993
Massachusetts Financial Service Center, Inc January 1984 - July 1986
Skills
Analysis, Financial Services, Investments, Leadership, Management, Marketing, Marketing Strategy, Product Management, Product Marketing
Education
Georgetown University - The McDonough School of Business 1977 — 1981
BSBA, Finance
TIAA-CREF July 2010 - Present
Bank of America January 2008 - April 2009
Columbia Management November 2004 - January 2008
Kerry-Edwards December 2003 - November 2004
Loomis Sayles Funds March 2000 - December 2002
Fidelity Investments February 1993 - June 1999
Fidelity Investments Institutional Services Company, Inc August 1986 - January 1993
Massachusetts Financial Service Center, Inc January 1984 - July 1986
Skills
Analysis, Financial Services, Investments, Leadership, Management, Marketing, Marketing Strategy, Product Management, Product Marketing
Education
Georgetown University - The McDonough School of Business 1977 — 1981
BSBA, Finance
Chuck Doherty Chuck Doherty's Bank of America Experience December 1998 - February 2002
Job CEO at VasSol
Industry Medical Devices
Experience
VasSol November 2012 - Present
Toji Trading Group, LLC February 2002 - March 2011
Bank of America December 1998 - February 2002
Skills
Start-ups, Business Strategy, Strategic Planning, Mergers & Acquisitions, Leadership, Management, Medical Devices, Sales Management, Product Development, Cross-functional Team..., New Business Development, Team Leadership, Account Management
Education
Georgetown University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Oak Park and River Forest High School
VasSol November 2012 - Present
Toji Trading Group, LLC February 2002 - March 2011
Bank of America December 1998 - February 2002
Skills
Start-ups, Business Strategy, Strategic Planning, Mergers & Acquisitions, Leadership, Management, Medical Devices, Sales Management, Product Development, Cross-functional Team..., New Business Development, Team Leadership, Account Management
Education
Georgetown University 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Oak Park and River Forest High School
Robert Ziegler Robert Ziegler's Bank of America Experience June 1996 - December 2011
Job Vice President at Bernstein Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management January 2012 - Present
Bank of America June 1996 - December 2011
Skills
Wealth Management, Wealth
Education
University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance, General
Georgetown University 1989 — 1993
Bachelor of Science (BS), Accounting
Bernstein Global Wealth Management January 2012 - Present
Bank of America June 1996 - December 2011
Skills
Wealth Management, Wealth
Education
University of Chicago 1995 — 1997
Master of Business Administration (MBA), Finance, General
Georgetown University 1989 — 1993
Bachelor of Science (BS), Accounting
Mickey Palone Mickey Palone's Bank of America Experience 2005 - 2006
Job Director, Managed Care Development at Seniorlink
Industry Hospital & Health Care
Experience
Seniorlink January 2014 - Present
Seniorlink May 2012 - January 2014
Seniorlink 2011 - May 2012
BDO Capital 2010 - 2011
Thomas Weisel Partners 2007 - 2009
First Albany Capital 2006 - 2007
Bank of America 2005 - 2006
Skills
New Business Development, Financial Analysis, Financial Modeling, Client Communications, Mergers, Strategic Planning, Business Strategy, Corporate Partnership..., Business Development, Valuation, Market Research, Corporate Finance, Corporate Development, Investment Banking, PowerPoint, Excel, Microsoft Office, Research, Microsoft Excel, Start-ups, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Management, Leadership, Due Diligence, Healthcare, Program Management
Education
Georgetown University 2001 — 2005
BSBA, Finance and International Business
Nobles 1995 — 2001
Seniorlink January 2014 - Present
Seniorlink May 2012 - January 2014
Seniorlink 2011 - May 2012
BDO Capital 2010 - 2011
Thomas Weisel Partners 2007 - 2009
First Albany Capital 2006 - 2007
Bank of America 2005 - 2006
Skills
New Business Development, Financial Analysis, Financial Modeling, Client Communications, Mergers, Strategic Planning, Business Strategy, Corporate Partnership..., Business Development, Valuation, Market Research, Corporate Finance, Corporate Development, Investment Banking, PowerPoint, Excel, Microsoft Office, Research, Microsoft Excel, Start-ups, Venture Capital, Investments, Strategy, Mergers & Acquisitions, Management, Leadership, Due Diligence, Healthcare, Program Management
Education
Georgetown University 2001 — 2005
BSBA, Finance and International Business
Nobles 1995 — 2001
Rahul Iyengar Rahul Iyengar's Bank of America Experience October 2012 - Present
Job Product Management Home Loans
Industry Banking
Experience
Bank of America October 2012 - Present
String Temple Records January 2008 - Present
VP, Bank of America March 2010 - October 2012
AVP, Bank of America July 2008 - March 2010
American Red Cross January 2004 - July 2005
Skills
Product Development, Financial Analysis, Six Sigma, Innovation Development, Product Lifecycle..., Brand Developement, Product Marketing, Marketing Analytics, Marketing Strategy, Program Management
Education
Georgetown University 2005 — 2008
Master of Business Administration (M.B.A.), Finance
Georgetown University 2005 — 2008
Master of Public Policy, Development Economics and International Development
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of America October 2012 - Present
String Temple Records January 2008 - Present
VP, Bank of America March 2010 - October 2012
AVP, Bank of America July 2008 - March 2010
American Red Cross January 2004 - July 2005
Skills
Product Development, Financial Analysis, Six Sigma, Innovation Development, Product Lifecycle..., Brand Developement, Product Marketing, Marketing Analytics, Marketing Strategy, Program Management
Education
Georgetown University 2005 — 2008
Master of Business Administration (M.B.A.), Finance
Georgetown University 2005 — 2008
Master of Public Policy, Development Economics and International Development
University of Michigan 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Patrick Trousdale Patrick Trousdale's Bank of America Experience July 2012 - October 2014
Job Associate at Guggenheim Partners
Industry Banking
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners October 2014 - Present
Bank of America July 2012 - October 2014
Skills
Financial Modeling, Accounting, Corporate Finance, Financial Analysis, Private Equity, Equity Capital Markets, Capital Markets, Leveraged Finance, Freight Transportation
Education
Georgetown University 2008 — 2012
Political Economy
Guggenheim Partners July 2015 - Present
Guggenheim Partners October 2014 - Present
Bank of America July 2012 - October 2014
Skills
Financial Modeling, Accounting, Corporate Finance, Financial Analysis, Private Equity, Equity Capital Markets, Capital Markets, Leveraged Finance, Freight Transportation
Education
Georgetown University 2008 — 2012
Political Economy
Akshay Bhatia's Bank of America Experience June 2010 - August 2010
Job Research Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Merrill Lynch July 2011 - Present
Bank of America June 2010 - August 2010
Morgan Joseph June 2009 - August 2009
Georgetown University Student Investment Fund September 2007 - August 2009
Arête Therapeutics June 2008 - August 2008
Party City May 2008 - August 2008
Washington Hospital July 2005 - August 2007
Montgomery & Co., LLC June 2006 - August 2006
Skills
Financial Modeling, Data Analysis, Analysis, Due Diligence, Bloomberg, Analytics, Investments, Investment Banking, Research, PowerPoint, Public Speaking, Qualitative Research, Market Research, Financial Analysis, Equity Research, Equity Valuation
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.Sc.), Finance & International Business
London School of Economics and Political Science 2009 — 2010
General Course, Finance and Government
The Harker School 2003 — 2007
High School Diploma
Kakha Ken Chargeishvili, CFA, CIM Kakha Ken Chargeishvili, CFA, CIM's Bank of America Experience 2006 - 2010
Job MD, Head of Global Corporate and Investment Bank, Head of Sales and Trading
Industry Capital Markets
Experience
FG BCS 2010 - Present
Bank of America 2006 - 2010
Citigroup 2003 - 2005
Skills
Structured Products, Hedge Funds, Equities, Derivatives, Bonds, Investment Banking, M&A experience, Emerging Markets, Financial Structuring, Structured Finance, Fixed Income, Equity Derivatives, Trading, Swaps, Private Equity, Trading Systems, Financial Markets, Commodity, Valuation, Credit Derivatives, Asset Management, Private Banking, Electronic Trading, Mergers & Acquisitions, Securities, Banking, Corporate Finance, Investments, Financial Modeling
Education
CFA Institute 2006 — 2008
CFA Charterholder
University of Toronto - Rotman School of Management 2003 — 2004
MBA, Finance
Indiana University Bloomington 1998 — 2000
MPA, Finance
Georgetown University - The McDonough School of Business 1999 — 1999
MBA Summer Intern, International Finance and Marketing
FG BCS 2010 - Present
Bank of America 2006 - 2010
Citigroup 2003 - 2005
Skills
Structured Products, Hedge Funds, Equities, Derivatives, Bonds, Investment Banking, M&A experience, Emerging Markets, Financial Structuring, Structured Finance, Fixed Income, Equity Derivatives, Trading, Swaps, Private Equity, Trading Systems, Financial Markets, Commodity, Valuation, Credit Derivatives, Asset Management, Private Banking, Electronic Trading, Mergers & Acquisitions, Securities, Banking, Corporate Finance, Investments, Financial Modeling
Education
CFA Institute 2006 — 2008
CFA Charterholder
University of Toronto - Rotman School of Management 2003 — 2004
MBA, Finance
Indiana University Bloomington 1998 — 2000
MPA, Finance
Georgetown University - The McDonough School of Business 1999 — 1999
MBA Summer Intern, International Finance and Marketing
J.R. Rickertsen J.R. Rickertsen's Bank of America Experience January 2013 - Present
Job Director, Energy
Industry Financial Services
Experience
Bank of America January 2013 - Present
Citi January 2011 - September 2012
Citi January 2008 - December 2010
Citi July 2001 - December 2007
Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Structured Finance, Financial Modeling, Fixed Income, Emerging Markets, Derivatives, Private Equity, Credit Analysis, Credit, Structured Products, Banking, Restructuring, Oil/Gas, Leveraged Finance, Commercial Banking, Hedge Funds, Equities
Education
Georgetown University 1997 — 2001
Bachelor of Science (B.S.), Foreign Service, International Economics
Westminster Schools 1991 — 1997
Bank of America January 2013 - Present
Citi January 2011 - September 2012
Citi January 2008 - December 2010
Citi July 2001 - December 2007
Skills
Capital Markets, Investment Banking, Corporate Finance, Valuation, Structured Finance, Financial Modeling, Fixed Income, Emerging Markets, Derivatives, Private Equity, Credit Analysis, Credit, Structured Products, Banking, Restructuring, Oil/Gas, Leveraged Finance, Commercial Banking, Hedge Funds, Equities
Education
Georgetown University 1997 — 2001
Bachelor of Science (B.S.), Foreign Service, International Economics
Westminster Schools 1991 — 1997
Rory McDermott Rory McDermott's Bank of America Experience July 2001 - September 2011
Job Director at Eris Exchange, LLC
Industry Capital Markets
Experience
Eris Exchange, LLC October 2011 - Present
Bank of America July 2001 - September 2011
Skills
Derivatives, Fixed Income, Rates, Capital Markets, Hedge Funds, Trading, Electronic Trading
Education
Georgetown University 1997 — 2001
BSBA, Finance
Delbarton School 1991 — 1997
Eris Exchange, LLC October 2011 - Present
Bank of America July 2001 - September 2011
Skills
Derivatives, Fixed Income, Rates, Capital Markets, Hedge Funds, Trading, Electronic Trading
Education
Georgetown University 1997 — 2001
BSBA, Finance
Delbarton School 1991 — 1997
Claire-Juliette Beale's Bank of America Experience March 2010 - February 2011
Job Market and Product Development Professional Catalyst for Topline Growth
Industry Marketing and Advertising
Experience
Cisco November 2014 - Present
Innovate2market September 2008 - Present
Product Development and Management Association - Carolinas Chapter January 2007 - Present
SAS May 2012 - December 2013
Quintiles March 2011 - October 2011
Bank of America March 2010 - February 2011
Touch360 January 2006 - August 2008
Bresslergroup Inc. April 2004 - December 2005
Business Development International January 2002 - February 2004
Global Market Insite (GMI) November 1999 - December 2001
Skills
Product Development, Product Marketing, Market Development, Product Management, Market Research, Cross-functional Team..., Marketing Strategy, Product Strategy, Product Innovation, New Business Development, Business Planning, Business Management, Customer Insight, Business Strategy, Competitive Intelligence, Market Analysis, Competitive Analysis, Global Marketing, Marketing Management, Product Launch, Go-to-market Strategy, P&L, Segmentation, Strategic Thinking, Personas, User Scenarios, Innovation Development, Marketing Communications, Strategy, Integrated Marketing, Management, CRM, Analytics, Start-ups, Voice of the Customer, Management Consulting, Persona, Leadership, SaaS, Lead Generation, E-commerce, Marketing, Program Management, B2B, Strategic Planning, Business Development, Analysis, Cloud Computing, Enterprise Software, Project Management
Education
University of Cergy-Pontoise, France 2002 — 2003
M.S.
Georgetown University - The McDonough School of Business 1999 — 2000
Certificate
Novancia Business School 1990 — 1991
Certificate
Université catholique de l'Ouest
BA
Cisco November 2014 - Present
Innovate2market September 2008 - Present
Product Development and Management Association - Carolinas Chapter January 2007 - Present
SAS May 2012 - December 2013
Quintiles March 2011 - October 2011
Bank of America March 2010 - February 2011
Touch360 January 2006 - August 2008
Bresslergroup Inc. April 2004 - December 2005
Business Development International January 2002 - February 2004
Global Market Insite (GMI) November 1999 - December 2001
Skills
Product Development, Product Marketing, Market Development, Product Management, Market Research, Cross-functional Team..., Marketing Strategy, Product Strategy, Product Innovation, New Business Development, Business Planning, Business Management, Customer Insight, Business Strategy, Competitive Intelligence, Market Analysis, Competitive Analysis, Global Marketing, Marketing Management, Product Launch, Go-to-market Strategy, P&L, Segmentation, Strategic Thinking, Personas, User Scenarios, Innovation Development, Marketing Communications, Strategy, Integrated Marketing, Management, CRM, Analytics, Start-ups, Voice of the Customer, Management Consulting, Persona, Leadership, SaaS, Lead Generation, E-commerce, Marketing, Program Management, B2B, Strategic Planning, Business Development, Analysis, Cloud Computing, Enterprise Software, Project Management
Education
University of Cergy-Pontoise, France 2002 — 2003
M.S.
Georgetown University - The McDonough School of Business 1999 — 2000
Certificate
Novancia Business School 1990 — 1991
Certificate
Université catholique de l'Ouest
BA
Colleen Beierwaltes's Bank of America Experience November 2007 - Present
Job
Industry Financial Services
Experience
Bank of America November 2007 - Present
Accenture August 1999 - August 2006
Skills
Business Process..., Financial Services, Management Consulting, Banking, Valuation, Financial Analysis, Risk Management, Financial Modeling, Credit, Process Improvement, Financial Risk, Commercial Banking, Retail Banking, Portfolio Management, Finance, Mortgage Lending, Mergers & Acquisitions, Loans
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2008
MBA, Finance
Georgetown University 1995 — 1999
Bs, Economics
Bank of America November 2007 - Present
Accenture August 1999 - August 2006
Skills
Business Process..., Financial Services, Management Consulting, Banking, Valuation, Financial Analysis, Risk Management, Financial Modeling, Credit, Process Improvement, Financial Risk, Commercial Banking, Retail Banking, Portfolio Management, Finance, Mortgage Lending, Mergers & Acquisitions, Loans
Education
Quinlan School of Business, Loyola University Chicago 2007 — 2008
MBA, Finance
Georgetown University 1995 — 1999
Bs, Economics
James Newland's Bank of America Experience September 2012 - Present
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2012 - Present
Datric, Inc. February 2006 - September 2012
BearingPoint October 2004 - February 2006
CACI February 2004 - October 2004
American Management Systems (AMS) June 1998 - February 2004
Skills
Business Intelligence, Business Development, Data Warehousing, Professional Services, Enterprise Architecture, Data Integration, Enterprise Software, Integration, Strategy, Data Analysis, Analytics, SaaS, ERP, SQL, SAP
Education
Georgetown University 2003 — 2005
Masters, International Studies
James Madison University 1996 — 1998
B.S., Economics
Bank of America September 2012 - Present
Datric, Inc. February 2006 - September 2012
BearingPoint October 2004 - February 2006
CACI February 2004 - October 2004
American Management Systems (AMS) June 1998 - February 2004
Skills
Business Intelligence, Business Development, Data Warehousing, Professional Services, Enterprise Architecture, Data Integration, Enterprise Software, Integration, Strategy, Data Analysis, Analytics, SaaS, ERP, SQL, SAP
Education
Georgetown University 2003 — 2005
Masters, International Studies
James Madison University 1996 — 1998
B.S., Economics
Rafael Tejada's Bank of America Experience June 2011 - June 2015
Job Vice President at Bank of America
Industry Financial Services
Experience
Thermo Fisher Scientific July 2015 - Present
Bank of America June 2011 - June 2015
UBS July 2008 - June 2011
Leerink Swann August 2006 - June 2008
Skills
Equity Research
Education
New York University 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Georgetown University 1997 — 2001
BS, Biology
Thermo Fisher Scientific July 2015 - Present
Bank of America June 2011 - June 2015
UBS July 2008 - June 2011
Leerink Swann August 2006 - June 2008
Skills
Equity Research
Education
New York University 2004 — 2006
MBA, Finance
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, Finance
Georgetown University 1997 — 2001
BS, Biology
Sarah Sheldon's Bank of America Experience April 2002 - May 2006
Job Financial Planning Consultant
Industry Financial Services
Experience
The Executive Wealth Group March 2007 - Present
Bank of America April 2002 - May 2006
Spear, Leeds & Kellogg 1998 - 2002
Education
Georgetown University 1992 — 1996
Bachelor of Arts (BA)
The Executive Wealth Group March 2007 - Present
Bank of America April 2002 - May 2006
Spear, Leeds & Kellogg 1998 - 2002
Education
Georgetown University 1992 — 1996
Bachelor of Arts (BA)
Iana Bohmer's Bank of America Experience 2000 - 2001
Job Senior Manager at Deloitte & Touche
Industry Information Technology and Services
Experience
Deloitte & Touche May 2010 - Present
Northrop Grumman Information Systems 2008 - October 2010
Northrop Grumman Information Systems 2005 - 2008
Northrop Grumman Information Systems 2003 - 2005
Capgemini Consulting 2002 - 2003
Identix, Inc. 2001 - 2002
Bank of America 2000 - 2001
Maximus Consulting 1992 - 2000
Skills
E-commerce, Local Government, Information Security, Enterprise Architecture, Financial Services, Government, Strategic Partnerships, DoD, Business Strategy, IT Strategy, Identity Management, Biometrics, Strategy, Program Management, Management Consulting, Business Development, Governance, Security, Management, Leadership, Start-ups, Analysis, Project Planning, Consulting, Cloud Computing, Competitive Analysis, Computer Security, Information Technology, Business Planning, Integration
Education
The George Washington University - School of Business 1981 — 1983
MBA, Marketing
Georgetown University 1973 — 1977
BSFS, Foreign Service, International Economics
Georgetown Visitation 1969 — 1973
Deloitte & Touche May 2010 - Present
Northrop Grumman Information Systems 2008 - October 2010
Northrop Grumman Information Systems 2005 - 2008
Northrop Grumman Information Systems 2003 - 2005
Capgemini Consulting 2002 - 2003
Identix, Inc. 2001 - 2002
Bank of America 2000 - 2001
Maximus Consulting 1992 - 2000
Skills
E-commerce, Local Government, Information Security, Enterprise Architecture, Financial Services, Government, Strategic Partnerships, DoD, Business Strategy, IT Strategy, Identity Management, Biometrics, Strategy, Program Management, Management Consulting, Business Development, Governance, Security, Management, Leadership, Start-ups, Analysis, Project Planning, Consulting, Cloud Computing, Competitive Analysis, Computer Security, Information Technology, Business Planning, Integration
Education
The George Washington University - School of Business 1981 — 1983
MBA, Marketing
Georgetown University 1973 — 1977
BSFS, Foreign Service, International Economics
Georgetown Visitation 1969 — 1973
Gregory Re's Bank of America Experience February 2015 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America June 2010 - Present
Bank of America Merrill Lynch October 2008 - June 2010
Merrill Lynch September 2007 - October 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Credit Risk
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance, Management
Bank of America February 2015 - Present
Bank of America June 2010 - Present
Bank of America Merrill Lynch October 2008 - June 2010
Merrill Lynch September 2007 - October 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Bloomberg, Credit Risk
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S., Finance, Management
Eric Turri's Bank of America Experience June 2006 - August 2006
Job Cofounder at Grassroots Jerky
Industry Food & Beverages
Experience
Grassroots Jerky Inc. January 2011 - Present
FindTheBest December 2013 - January 2015
Samasource July 2012 - December 2013
Perella Weinberg Partners November 2008 - July 2010
Lehman Brothers July 2007 - November 2008
Bank of America June 2006 - August 2006
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers, Finance, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship
Education
Georgetown University 2003 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Kent School 1999 — 2003
Grassroots Jerky Inc. January 2011 - Present
FindTheBest December 2013 - January 2015
Samasource July 2012 - December 2013
Perella Weinberg Partners November 2008 - July 2010
Lehman Brothers July 2007 - November 2008
Bank of America June 2006 - August 2006
Skills
Financial Modeling, Valuation, Venture Capital, Corporate Development, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers, Finance, Mergers & Acquisitions, Equities, Strategy, Entrepreneurship
Education
Georgetown University 2003 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Kent School 1999 — 2003
Patricia Goggin's Bank of America Experience June 2006 - Present
Job VP at Bank of America
Industry Banking
Experience
Bank of America June 2006 - Present
Education
Georgetown 1984 — 1988
Bank of America June 2006 - Present
Education
Georgetown 1984 — 1988
Shawn Yerkes's Bank of America Experience April 2004 - September 2009
Job Senior Vice President, US Sales & Service at Sungevity
Industry Renewables & Environment
Experience
Sungevity May 2013 - Present
Verengo Solar August 2012 - May 2013
Insure&Ensure Insurance Solutions October 2009 - August 2012
Bank of America April 2004 - September 2009
Countrywide 2004 - 2009
Northfield Trading 1999 - 2003
Brandeis Services 1997 - 1998
Skills
Insurance, Loan Origination, Credit, Call Centers, Management, Sales, Banking, Leadership, Mortgage Lending, Financial Analysis, Start-ups, Loans, Investments, Portfolio Management, Risk Management, Business Strategy, Team Building, Strategy, Financial Modeling, Finance, Financial Services, Sales Management, Asset Management, Strategic Planning, Business Development, Mortgage Banking, Executive Management, Product Management, Marketing, Team Management, Business Planning, Mergers & Acquisitions, Relationship Management, Analysis, New Business Development, Process Improvement, CRM, Forecasting, Strategic Financial..., Competitive Analysis, Due Diligence, Venture Capital
Education
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Sungevity May 2013 - Present
Verengo Solar August 2012 - May 2013
Insure&Ensure Insurance Solutions October 2009 - August 2012
Bank of America April 2004 - September 2009
Countrywide 2004 - 2009
Northfield Trading 1999 - 2003
Brandeis Services 1997 - 1998
Skills
Insurance, Loan Origination, Credit, Call Centers, Management, Sales, Banking, Leadership, Mortgage Lending, Financial Analysis, Start-ups, Loans, Investments, Portfolio Management, Risk Management, Business Strategy, Team Building, Strategy, Financial Modeling, Finance, Financial Services, Sales Management, Asset Management, Strategic Planning, Business Development, Mortgage Banking, Executive Management, Product Management, Marketing, Team Management, Business Planning, Mergers & Acquisitions, Relationship Management, Analysis, New Business Development, Process Improvement, CRM, Forecasting, Strategic Financial..., Competitive Analysis, Due Diligence, Venture Capital
Education
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Luciana Mosoia's Bank of America Experience January 2012 - January 2014
Job Global Treasury Services Strategy at IdentityMind Global
Industry Financial Services
Experience
IdentityMind Global September 2015 - Present
Wells Fargo February 2014 - August 2015
Bank of America January 2012 - January 2014
Bank of America November 2010 - February 2012
Bank of America June 2009 - October 2010
Bank of America June 2008 - August 2008
IBC June 2003 - May 2008
Skills
Banking, Credit Cards, Relationship Management, Retail Banking, Strategic Planning, Business Strategy, Competitive Analysis, Change Management, Business Development, Debit Cards, Loans, Payments, Credit, Strategy, Product Management, Cross-functional Team..., Emerging Markets, Financial Services, Electronic Payments, Analytics, Strategic Partnerships, Payment Card Processing, Payment Systems, Business Planning, Deposits, Management Consulting, Consumer Lending, ACH, Financial Analysis, Portfolio Management, Leadership, Management, Risk Management, Operational Risk..., Integrated Marketing, Segmentation, Business Process..., Cards, E-payments, Executive Management, Operational Risk, Strategic Thinking, Business Transformation, Financial Risk, Credit Risk, Mergers & Acquisitions, Treasury Management
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, International Business/Corporate Strategy/General Management
Georgetown University 1999 — 2003
BS, School of Foreign Service
Colegiul National Ferdinand I 1995 — 1999
High School Diploma, International/Global Studies
IdentityMind Global September 2015 - Present
Wells Fargo February 2014 - August 2015
Bank of America January 2012 - January 2014
Bank of America November 2010 - February 2012
Bank of America June 2009 - October 2010
Bank of America June 2008 - August 2008
IBC June 2003 - May 2008
Skills
Banking, Credit Cards, Relationship Management, Retail Banking, Strategic Planning, Business Strategy, Competitive Analysis, Change Management, Business Development, Debit Cards, Loans, Payments, Credit, Strategy, Product Management, Cross-functional Team..., Emerging Markets, Financial Services, Electronic Payments, Analytics, Strategic Partnerships, Payment Card Processing, Payment Systems, Business Planning, Deposits, Management Consulting, Consumer Lending, ACH, Financial Analysis, Portfolio Management, Leadership, Management, Risk Management, Operational Risk..., Integrated Marketing, Segmentation, Business Process..., Cards, E-payments, Executive Management, Operational Risk, Strategic Thinking, Business Transformation, Financial Risk, Credit Risk, Mergers & Acquisitions, Treasury Management
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, International Business/Corporate Strategy/General Management
Georgetown University 1999 — 2003
BS, School of Foreign Service
Colegiul National Ferdinand I 1995 — 1999
High School Diploma, International/Global Studies
Mary Pat McMahon's Bank of America Experience 1998 - 2002
Job Vice President, Head of Issuer Growth and Portfolio Performance at Visa
Industry Banking
Experience
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Visa 2009 - Present
Visa USA 2005 - 2009
Visa 2003 - 2005
Union Bank of California 2002 - 2003
Bank of America 1998 - 2002
Cash Station, Inc. 1991 - 1998
The First National Bank of Chicago 1990 - 1991
First Chicago 1987 - 1990
Skills
Credit Cards, Product Management, Strategic Planning, Payments, Mobile Payments, Debit Cards, Leadership, Financial Services, Electronic Payments
Education
J.L. Kellogg Graduate School of Management, Northwestern University 1987 — 1991
Master of Management, Finance, Marketing
Georgetown University 1983 — 1987
Bachelor of Arts (B.A.), American Studies, Cum Laude
Thomas Firth's Bank of America Experience Senior Vice PresidentU.S. Trust, Bank of America Private Wealth Management1976 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America Senior Vice PresidentU.S. Trust, Bank of America Private Wealth Management1976 - Present
Education
Georgetown University 1972 — 1976
Bank of America Senior Vice PresidentU.S. Trust, Bank of America Private Wealth Management1976 - Present
Education
Georgetown University 1972 — 1976
John D. Wooters's Bank of America Experience January 2006 - September 2006
Job Managing Director, Georgetown University Professional Alliances
Industry Education Management
Experience
Georgetown University March 2007 - Present
Bank of America January 2006 - September 2006
MBNA America Bank January 1991 - September 2006
MBNA 1991 - 2006
MBNA America 1991 - 2006
Skills
Financial Services, Portfolio Management, Banking, Credit, Strategic Planning
Education
Georgetown University 1971 — 1975
Georgetown University March 2007 - Present
Bank of America January 2006 - September 2006
MBNA America Bank January 1991 - September 2006
MBNA 1991 - 2006
MBNA America 1991 - 2006
Skills
Financial Services, Portfolio Management, Banking, Credit, Strategic Planning
Education
Georgetown University 1971 — 1975
Janice D'Arco's Bank of America Experience 1997 - 2000
Job Citigroup, Institutional Clients Group, Director
Industry Banking
Experience
Citigroup 2006 - 2012
JPMorgan 2003 - 2006
Bank of America 1997 - 2000
The North County Times March 1996 - August 1996
Skills
Investment Banking, Project Finance, Leveraged Finance, Capital Structure, Capital Markets, Finance, Corporate Finance, Fixed Income
Education
Georgetown University 2000 — 2003
MBA & MSFS, Finance & Foreign Affairs
Northwestern University 1993 — 1997
BS & BSJ, Economics & Journalism
St. Ignatius College Prep 1993 — 1997
Citigroup 2006 - 2012
JPMorgan 2003 - 2006
Bank of America 1997 - 2000
The North County Times March 1996 - August 1996
Skills
Investment Banking, Project Finance, Leveraged Finance, Capital Structure, Capital Markets, Finance, Corporate Finance, Fixed Income
Education
Georgetown University 2000 — 2003
MBA & MSFS, Finance & Foreign Affairs
Northwestern University 1993 — 1997
BS & BSJ, Economics & Journalism
St. Ignatius College Prep 1993 — 1997
Walter Fowlkes's Bank of America Experience 1987 - 1997
Job Chief Financial Officer at TripleS Steel
Industry Oil & Energy
Experience
Triple-S Steel February 2014 - Present
Baker Hughes November 2011 - January 2014
Baker Hughes September 2008 - October 2011
Clariant International AG August 2005 - August 2008
Clariant Corporation April 1998 - July 2005
Dialogbank April 1997 - October 1998
Bank of America 1987 - 1997
Skills
Corporate Finance, Treasury Management, Risk Management, Cash Management, Mergers & Acquisitions, Project Management, Petroleum, Sarbanes-Oxley Act, Financial Services, Finance, Credit, Treasury, Portfolio Management, Capital Markets, FX Options, Accounting, Hedging, Commercial Banking, Loans, Financial Structuring
Education
Georgetown University 1982 — 1987
Business and Language
Triple-S Steel February 2014 - Present
Baker Hughes November 2011 - January 2014
Baker Hughes September 2008 - October 2011
Clariant International AG August 2005 - August 2008
Clariant Corporation April 1998 - July 2005
Dialogbank April 1997 - October 1998
Bank of America 1987 - 1997
Skills
Corporate Finance, Treasury Management, Risk Management, Cash Management, Mergers & Acquisitions, Project Management, Petroleum, Sarbanes-Oxley Act, Financial Services, Finance, Credit, Treasury, Portfolio Management, Capital Markets, FX Options, Accounting, Hedging, Commercial Banking, Loans, Financial Structuring
Education
Georgetown University 1982 — 1987
Business and Language
Larry Zaccherio's Bank of America Experience March 2010 - September 2014
Job Analyst at Norges Bank Investment Management
Industry Investment Banking
Experience
Norges Bank Investment Management October 2014 - Present
Bank of America March 2010 - September 2014
RBS Global Banking & Markets August 2007 - February 2010
RBS Global Banking & Markets February 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Credit Research, CDS, Preferred stock, Credit Rating
Education
Georgetown University 2000 — 2004
Bachelor of Science (BS), Finance
Norges Bank Investment Management October 2014 - Present
Bank of America March 2010 - September 2014
RBS Global Banking & Markets August 2007 - February 2010
RBS Global Banking & Markets February 2005 - July 2007
Skills
Bloomberg, Fixed Income, Equities, Credit Research, CDS, Preferred stock, Credit Rating
Education
Georgetown University 2000 — 2004
Bachelor of Science (BS), Finance
Sheldon Epps's Bank of America Experience July 2014 - Present
Job Investment Banking Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America July 2014 - Present
Cornell University August 2012 - May 2014
Bank of America June 2013 - August 2013
Accenture November 2011 - July 2012
Booz Allen Hamilton July 2009 - October 2011
Public Consulting Group February 2007 - July 2009
Skills
Business Process..., Change Management, Analysis, Business Analysis, Program Management, Integration, Process Engineering, Organizational..., Valuation, Financial Modeling, Financial Analysis, Strategic Planning, Management Consulting, Business Strategy, Business Process
Education
Cornell University 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
BA, English
Bank of America July 2014 - Present
Cornell University August 2012 - May 2014
Bank of America June 2013 - August 2013
Accenture November 2011 - July 2012
Booz Allen Hamilton July 2009 - October 2011
Public Consulting Group February 2007 - July 2009
Skills
Business Process..., Change Management, Analysis, Business Analysis, Program Management, Integration, Process Engineering, Organizational..., Valuation, Financial Modeling, Financial Analysis, Strategic Planning, Management Consulting, Business Strategy, Business Process
Education
Cornell University 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
BA, English
Joscelyn MacKay's Bank of America Experience August 2006 - April 2008
Job Product Manager, Equity Data, North America at Morningstar
Industry Investment Management
Experience
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Gregory S. Stephens's Bank of America Experience October 2003 - February 2007
Job Vice President at American Express
Industry Financial Services
Experience
American Express Company November 2013 - December 2014
American Express Company December 2008 - November 2013
Wells Fargo Bank August 2007 - November 2008
Bank of America October 2003 - February 2007
People's Bank August 2000 - October 2003
First Annapolis Consulting / Partners First Holdings September 1996 - May 2000
Capital One 1992 - 1996
Skills
Credit Risk, Credit, Financial Risk, Credit Cards, Business Relationship..., Small Business Lending, Risk Management, Portfolio Management, Loans, Sales, Banking, Process Improvement, Leadership, Change Management, Strategy, Call Centers, Analytics, Executive Management, Payments, Business Strategy, Analysis, Team Leadership, Mortgage Lending, Credit Analysis, Financial Services, Business Analysis, Management, Business Process, Program Management, Start-ups, Relationship Management, Strategic Planning, Training, Finance, Recruiting, Six Sigma, Coaching, Business Process..., Financial Analysis, Vendor Management, Human Resources, Customer Experience, Leadership Development, Mergers & Acquisitions, CRM, Outsourcing, Segmentation, Consumer Lending, Integration, Call Center Development
Education
Northwestern University - Kellogg School of Management 2012 — 2012
Executive Development Program, Executive Education
Randolph-Macon College 1987 — 1991
Bachelor's, Economics and Business
Georgetown University
Georgetown University
American Express Company November 2013 - December 2014
American Express Company December 2008 - November 2013
Wells Fargo Bank August 2007 - November 2008
Bank of America October 2003 - February 2007
People's Bank August 2000 - October 2003
First Annapolis Consulting / Partners First Holdings September 1996 - May 2000
Capital One 1992 - 1996
Skills
Credit Risk, Credit, Financial Risk, Credit Cards, Business Relationship..., Small Business Lending, Risk Management, Portfolio Management, Loans, Sales, Banking, Process Improvement, Leadership, Change Management, Strategy, Call Centers, Analytics, Executive Management, Payments, Business Strategy, Analysis, Team Leadership, Mortgage Lending, Credit Analysis, Financial Services, Business Analysis, Management, Business Process, Program Management, Start-ups, Relationship Management, Strategic Planning, Training, Finance, Recruiting, Six Sigma, Coaching, Business Process..., Financial Analysis, Vendor Management, Human Resources, Customer Experience, Leadership Development, Mergers & Acquisitions, CRM, Outsourcing, Segmentation, Consumer Lending, Integration, Call Center Development
Education
Northwestern University - Kellogg School of Management 2012 — 2012
Executive Development Program, Executive Education
Randolph-Macon College 1987 — 1991
Bachelor's, Economics and Business
Georgetown University
Georgetown University
Kenton Howerton's Bank of America Experience September 1995 - December 2000
Job Managing Director, Financial Risk Management at KPMG Advisory
Industry Management Consulting
Experience
KPMG Advisory January 2001 - Present
Bank of America September 1995 - December 2000
Skills
Enterprise Risk..., Operational Risk..., Financial Services, Management Consulting, Business Process..., Acquisition Integration, Change Management
Education
Georgetown University 1991 — 1995
BSBA, Finance & Management
KPMG Advisory January 2001 - Present
Bank of America September 1995 - December 2000
Skills
Enterprise Risk..., Operational Risk..., Financial Services, Management Consulting, Business Process..., Acquisition Integration, Change Management
Education
Georgetown University 1991 — 1995
BSBA, Finance & Management
Jeffrey Weaver, CFP®'s Bank of America Experience August 2004 - May 2007
Job Vice President and Private Financial Advisor
Industry Investment Management
Experience
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
SunTrust Investment Services, Inc. November 2012 - Present
HSBC August 2008 - November 2012
Wachovia May 2007 - August 2008
Bank of America August 2004 - May 2007
Charles Schwab March 1995 - June 2004
Education
Lehigh University
BA, Economics
Georgetown University
Certificate, Financial Planning
International School of Brussels
Robert Koontz's Bank of America Experience January 2000 - January 2001
Job Vice President, Multifamily Securitization at Freddie Mac
Industry Capital Markets
Experience
Freddie Mac July 2008 - Present
Wachovia Securities March 2007 - June 2008
Banc of America Securities January 2001 - March 2007
Bank of America January 2000 - January 2001
Education
Georgetown University 2010 — 2013
Masters, Real Estate Finance
University of South Carolina-Columbia 1995 — 1999
Business Adminstration, Finance
Freddie Mac July 2008 - Present
Wachovia Securities March 2007 - June 2008
Banc of America Securities January 2001 - March 2007
Bank of America January 2000 - January 2001
Education
Georgetown University 2010 — 2013
Masters, Real Estate Finance
University of South Carolina-Columbia 1995 — 1999
Business Adminstration, Finance
Leslie DiMaio's Bank of America Experience April 1993 - January 2008
Job Grant Writer/Training Writer/Business Writer/Creative Writer
Industry Financial Services
Experience
AAUW WA Tech Trek 2012 - Present
Ella's Books and Tea October 2011 - Present
Self Employed April 2012 - August 2012
Local Regional Brokerage Firm June 2009 - March 2010
Bank of America April 1993 - January 2008
Skills
Banking, Retail Banking, Mortgage Lending, Customer Service, Compliance, Credit, Sales, Business Writing, Creative Writing, Grant Writing, Editing, Technical Writing, Loans, Fundraising, Leadership, Training, Marketing, Team Building, Budgets
Education
Georgetown University 1973 — 1978
BS, Accounting
CFA Institute
Chartered Financial Analyst (CFA)
AAUW WA Tech Trek 2012 - Present
Ella's Books and Tea October 2011 - Present
Self Employed April 2012 - August 2012
Local Regional Brokerage Firm June 2009 - March 2010
Bank of America April 1993 - January 2008
Skills
Banking, Retail Banking, Mortgage Lending, Customer Service, Compliance, Credit, Sales, Business Writing, Creative Writing, Grant Writing, Editing, Technical Writing, Loans, Fundraising, Leadership, Training, Marketing, Team Building, Budgets
Education
Georgetown University 1973 — 1978
BS, Accounting
CFA Institute
Chartered Financial Analyst (CFA)
Ruben Veliz's Bank of America Experience July 2006 - March 2008
Job Associate at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP July 2009 - Present
Winston & Strawn LLP March 2008 - May 2009
Bank of America July 2006 - March 2008
K&L Gates August 2001 - July 2006
First Union 1999 - 1999
Skills
Asset Based Lending, Banking Law, Business Acquisition..., Commercial Lending, Cash Flow Lending, Collateral Management, Corporate Law, Debt Settlement, Debt Trading, Depository Operations, Distressed Debt, Equity Trading, FERC, Finance, General Corporate..., ISDA negotiations, Leveraged Finance, Multilateral..., LMA negotiations, LSTA negotiations, Private Equity, Promissory Notes, Real Estate Financing, Secured Financing, Syndications, Trading Floor, UCC filings, Unsecured Loans
Education
New York University School of Law 1998 — 2001
Doctor of Law (JD), Law
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Hunton & Williams LLP July 2009 - Present
Winston & Strawn LLP March 2008 - May 2009
Bank of America July 2006 - March 2008
K&L Gates August 2001 - July 2006
First Union 1999 - 1999
Skills
Asset Based Lending, Banking Law, Business Acquisition..., Commercial Lending, Cash Flow Lending, Collateral Management, Corporate Law, Debt Settlement, Debt Trading, Depository Operations, Distressed Debt, Equity Trading, FERC, Finance, General Corporate..., ISDA negotiations, Leveraged Finance, Multilateral..., LMA negotiations, LSTA negotiations, Private Equity, Promissory Notes, Real Estate Financing, Secured Financing, Syndications, Trading Floor, UCC filings, Unsecured Loans
Education
New York University School of Law 1998 — 2001
Doctor of Law (JD), Law
Georgetown University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Robert Gaylord's Bank of America Experience 2002 - 2005
Job Senior Vice President at PNC Real Estate Finance
Industry Banking
Experience
PNC Real Estate Finance 2005 - Present
Bank of America 2002 - 2005
Fleet Bank 1996 - 2002
Skills
Loans, Banking, Commercial Lending, Credit, Portfolio Management, Real Estate Economics, Finance, Investments, Business Development, Credit Analysis, Commercial Banking, Asset Management, Loan Origination, Small Business Lending, Due Diligence
Education
George Washington University 1982 — 1985
Masters of Business Administration, Finance and Investments
Georgetown University 1974 — 1978
Bachelor of Arts, Economics
PNC Real Estate Finance 2005 - Present
Bank of America 2002 - 2005
Fleet Bank 1996 - 2002
Skills
Loans, Banking, Commercial Lending, Credit, Portfolio Management, Real Estate Economics, Finance, Investments, Business Development, Credit Analysis, Commercial Banking, Asset Management, Loan Origination, Small Business Lending, Due Diligence
Education
George Washington University 1982 — 1985
Masters of Business Administration, Finance and Investments
Georgetown University 1974 — 1978
Bachelor of Arts, Economics
Mark Ferrano's Bank of America Experience 1986 - 2006
Job Loan Review Specialist at Federal Deposit Insurance Corporation
Industry Banking
Experience
Federal Deposit Insurance Corporation September 2008 - Present
Bank of America 1986 - 2006
Kinko's April 1997 - December 1999
Education
Georgetown University 1973 — 1977
B.S.B.A., Finance
Federal Deposit Insurance Corporation September 2008 - Present
Bank of America 1986 - 2006
Kinko's April 1997 - December 1999
Education
Georgetown University 1973 — 1977
B.S.B.A., Finance
J. Michael Lopez's Bank of America Experience August 1994 - December 2008
Job Master of Arts in Teaching Secondary Education, English
Industry Primary/Secondary Education
Experience
Bank of America August 1994 - December 2008
Skills
Banking
Education
The College of New Jersey 2012 — 2013
Master of Arts in Teaching, Secondary Education - English
Georgetown University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature
Bank of America August 1994 - December 2008
Skills
Banking
Education
The College of New Jersey 2012 — 2013
Master of Arts in Teaching, Secondary Education - English
Georgetown University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature
Jill Lazzarini's Bank of America Experience July 1999 - February 2003
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America July 1999 - February 2003
Citigroup July 1994 - June 1999
Kidder Peabody & Company (acquired by Paine Webber) May 1992 - July 1994
Coopers & Lybrand (currently known as Pricewaterhouse Coopers) September 1988 - December 1991
Education
Georgetown University 1985 — 1988
BS, Business Administration - Accounting
Bank of America July 1999 - February 2003
Citigroup July 1994 - June 1999
Kidder Peabody & Company (acquired by Paine Webber) May 1992 - July 1994
Coopers & Lybrand (currently known as Pricewaterhouse Coopers) September 1988 - December 1991
Education
Georgetown University 1985 — 1988
BS, Business Administration - Accounting
Hsuan Wang, CISP's Bank of America Experience August 2003 - July 2006
Job VP, Senior Trust Officer at Chevy Chase Trust
Industry Financial Services
Experience
Chevy Chase Trust June 2012 - Present
Merrill Lynch July 2011 - June 2012
Citi Private Bank August 2007 - July 2011
Banc of America Investment Services July 2006 - August 2007
Bank of America August 2003 - July 2006
Bank of America January 2001 - August 2003
Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...
Education
Georgetown University 2013 — 2014
Certificate, Financial Planning
University of California, San Diego 1998 — 2003
Bachelor of Science (BS), Chemistry
Chevy Chase Trust June 2012 - Present
Merrill Lynch July 2011 - June 2012
Citi Private Bank August 2007 - July 2011
Banc of America Investment Services July 2006 - August 2007
Bank of America August 2003 - July 2006
Bank of America January 2001 - August 2003
Skills
Training, Banking, Management, Customer Service, Sales, Sales Management, Wealth Management, Risk Management, Coaching, Credit, Microsoft Excel, Cross Selling, Financial Services, Microsoft Word, Finance, Series 63, Asset Allocation, Portfolio Management, Accounting, Asset Management, Equities, Investments, Wealth Management..., Strategic Financial...
Education
Georgetown University 2013 — 2014
Certificate, Financial Planning
University of California, San Diego 1998 — 2003
Bachelor of Science (BS), Chemistry
Stephanie Madden's Bank of America Experience May 2008 - April 2013
Job Communication Specialist at Edge Effect
Industry Program Development
Experience
Edge Effect January 2014 - Present
Bank of America May 2008 - April 2013
C2 Creative 2006 - 2008
Jack Morton Worldwide 2002 - 2006
White House Millenium Council 1998 - 2000
National Endowment for the Arts 1993 - 2000
Skills
Creative Direction, Creative Strategy, Branding & Identity, Speech Coaching, Writing, Content Strategy, Brand Development, Advertising, Social Media Marketing, Marketing Communications, Integrated Marketing, Digital Strategy, Leadership Development, Strategic Communications, Art Direction, Relationship Marketing, Not for Profit, Performing Arts, Public Relations, Interactive Marketing, Social Media, Politics, Nonprofits
Education
Georgetown University
Edge Effect January 2014 - Present
Bank of America May 2008 - April 2013
C2 Creative 2006 - 2008
Jack Morton Worldwide 2002 - 2006
White House Millenium Council 1998 - 2000
National Endowment for the Arts 1993 - 2000
Skills
Creative Direction, Creative Strategy, Branding & Identity, Speech Coaching, Writing, Content Strategy, Brand Development, Advertising, Social Media Marketing, Marketing Communications, Integrated Marketing, Digital Strategy, Leadership Development, Strategic Communications, Art Direction, Relationship Marketing, Not for Profit, Performing Arts, Public Relations, Interactive Marketing, Social Media, Politics, Nonprofits
Education
Georgetown University
Pinar Gurler's Bank of America Experience 2001 - 2002
Job Managing Director, Global Head of EMEA Product Sales and Head of US Distribution
Industry Investment Banking
Experience
Unicredit Bank, London August 2010 - August 2012
RBS Global Banking & Markets June 2009 - June 2009
abn amro 2003 - 2009
bank of america 2001 - 2002
citibank 1991 - 2000
Education
Georgetown University 1988 — 1990
ms, School of Foreign Servce
Unicredit Bank, London August 2010 - August 2012
RBS Global Banking & Markets June 2009 - June 2009
abn amro 2003 - 2009
bank of america 2001 - 2002
citibank 1991 - 2000
Education
Georgetown University 1988 — 1990
ms, School of Foreign Servce
Cary Grace's Bank of America Experience 1998 - 2012
Job CEO, Aon Health Exchanges
Industry Investment Management
Experience
Aon 2013 - Present
Aon Hewitt 2012 - 2013
Bank of America 1998 - 2012
First Chicago NBD 1990 - 1998
Skills
Risk Management, Strategy, Marketing, Management, Mergers, Portfolio Management, Financial Services, Investments, Lead Generation, Project Management, Asset Management, Leadership, Capital Markets, Equities, Business Transformation, Change Management, Wealth Management, Strategic Planning, Private Equity, Mergers & Acquisitions, Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA
Georgetown University 1986 — 1990
BA
Aon 2013 - Present
Aon Hewitt 2012 - 2013
Bank of America 1998 - 2012
First Chicago NBD 1990 - 1998
Skills
Risk Management, Strategy, Marketing, Management, Mergers, Portfolio Management, Financial Services, Investments, Lead Generation, Project Management, Asset Management, Leadership, Capital Markets, Equities, Business Transformation, Change Management, Wealth Management, Strategic Planning, Private Equity, Mergers & Acquisitions, Business Strategy
Education
Northwestern University - Kellogg School of Management 1990 — 1993
MBA
Georgetown University 1986 — 1990
BA
Pearl Okam, PHR's Bank of America Experience 2007 - 2010
Job Human Resource Management
Industry Human Resources
Experience
ADP December 2014 - Present
JCPenney May 2013 - December 2014
Target 2011 - May 2013
Target 2010 - 2011
Bank of America 2007 - 2010
Skills
Succession Planning, Employee Relations, Onboarding, Recruiting, Talent Management, Talent Acquisition, Leadership Development, Performance Management, Employee Engagement, Store Management, Microsoft Excel, Driving Results, College Recruiting, Benefits Administration, Outlook, Team Building, Employee Training, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Human Resources, Interviews, Management, Training, Merchandising, Personnel Management, Organizational..., Retail
Education
Georgetown University 2013 — 2014
Master's in Human Resource Management, Human Resources Management/International Track
University of Maryland College Park 2007 — 2009
Bsc, Accounting
ADP December 2014 - Present
JCPenney May 2013 - December 2014
Target 2011 - May 2013
Target 2010 - 2011
Bank of America 2007 - 2010
Skills
Succession Planning, Employee Relations, Onboarding, Recruiting, Talent Management, Talent Acquisition, Leadership Development, Performance Management, Employee Engagement, Store Management, Microsoft Excel, Driving Results, College Recruiting, Benefits Administration, Outlook, Team Building, Employee Training, PowerPoint, Microsoft Word, Microsoft Office, Leadership, Human Resources, Interviews, Management, Training, Merchandising, Personnel Management, Organizational..., Retail
Education
Georgetown University 2013 — 2014
Master's in Human Resource Management, Human Resources Management/International Track
University of Maryland College Park 2007 — 2009
Bsc, Accounting
Teddy Lamade's Bank of America Experience February 2007 - January 2011
Job Associate Portfolio Manager at Brown Advisory
Industry Investment Management
Experience
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Brown Advisory June 2013 - Present
NEPC May 2012 - August 2012
Bank of America Merrill Lynch January 2011 - July 2011
Bank of America February 2007 - January 2011
Skills
Financial Analysis, Financial Modeling, Equities, Marketing Strategy, Investments, Fixed Income, Due Diligence
Education
Darden Business School 2011 — 2013
Master of Business Administration (MBA), Investments and Securities
Georgetown University 2004 — 2006
M.A.L.S., International Affairs
University of Virginia 2000 — 2004
B.A., History
Landon
Carol Renehan's Bank of America Experience May 2006 - October 2007
Job VP Compliance, International Investments at Prudential Financial Inc
Industry Financial Services
Experience
Prudential Financial Inc February 2009 - Present
Bank of America May 2006 - October 2007
Deloitte Financial Adv September 2005 - April 2006
UBS January 2004 - September 2005
Bronx District Attorney's August 1989 - December 2003
Education
Georgetown University
Bachelor of Arts, Government
Georgetown University Law Center
JD, Law
Prudential Financial Inc February 2009 - Present
Bank of America May 2006 - October 2007
Deloitte Financial Adv September 2005 - April 2006
UBS January 2004 - September 2005
Bronx District Attorney's August 1989 - December 2003
Education
Georgetown University
Bachelor of Arts, Government
Georgetown University Law Center
JD, Law
Lisa Flaster's Bank of America Experience 2003 - 2008
Job Senior Credit Officer at First Republic Bank
Industry Banking
Experience
First Republic Bank July 2009 - Present
Wachovia March 2008 - July 2009
Bank of America 2003 - 2008
Bank of America 1996 - 2003
Eden Housing, Inc. 1993 - 1996
PG&E Properties 1992 - 1992
Arthur Andersen 1986 - 1988
Walsh Colucci 1983 - 1985
Skills
Private Banking, Credit, Commercial Lending, Securities Lending, Small Business Lending, Real Estate Development, Real Estate Financing, Financial Analysis, Investments, Banking, Asset Management, Securities, Credit Analysis, Loans, Portfolio Management
Education
Georgetown University
BS, Accounting
Georgetown University Law Center
JD, Business Structuring, Tax, Estate and Trust
Massachusetts Institute of Technology
MS, Real Estate
First Republic Bank July 2009 - Present
Wachovia March 2008 - July 2009
Bank of America 2003 - 2008
Bank of America 1996 - 2003
Eden Housing, Inc. 1993 - 1996
PG&E Properties 1992 - 1992
Arthur Andersen 1986 - 1988
Walsh Colucci 1983 - 1985
Skills
Private Banking, Credit, Commercial Lending, Securities Lending, Small Business Lending, Real Estate Development, Real Estate Financing, Financial Analysis, Investments, Banking, Asset Management, Securities, Credit Analysis, Loans, Portfolio Management
Education
Georgetown University
BS, Accounting
Georgetown University Law Center
JD, Business Structuring, Tax, Estate and Trust
Massachusetts Institute of Technology
MS, Real Estate
Deborah Cannon's Bank of America Experience 1974 - 2004
Job President and CEO at Houston Zoo
Industry Nonprofit Organization Management
Experience
Houston Zoo 2005 - Present
Bank of America 1974 - 2004
Skills
Strategic Planning, Leadership, Public Speaking, Management, Nonprofits, Budgets, Event Management, Event Planning, Strategy, Leadership Development
Education
Georgetown University
Business
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Houston Zoo 2005 - Present
Bank of America 1974 - 2004
Skills
Strategic Planning, Leadership, Public Speaking, Management, Nonprofits, Budgets, Event Management, Event Planning, Strategy, Leadership Development
Education
Georgetown University
Business
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Doug Houser's Bank of America Experience August 2014 - Present
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America August 2014 - Present
Deutsche Bank January 2009 - August 2014
The Reserve Funds June 2008 - January 2009
Citi July 2006 - June 2008
Amazon September 2000 - July 2004
Education
Yale School of Management 2004 — 2006
Master of Business Administration (MBA), Strategy
Georgetown University 1995 — 1998
Bachelor of Science (BS), Foreign Service
Bank of America August 2014 - Present
Deutsche Bank January 2009 - August 2014
The Reserve Funds June 2008 - January 2009
Citi July 2006 - June 2008
Amazon September 2000 - July 2004
Education
Yale School of Management 2004 — 2006
Master of Business Administration (MBA), Strategy
Georgetown University 1995 — 1998
Bachelor of Science (BS), Foreign Service
Patricia Goggin's Bank of America Experience June 2012 - Present
Job Business Control Manager at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America June 2008 - June 2012
Bank of America January 2007 - June 2008
Bank of America June 2006 - January 2007
Providian Financial October 2000 - May 2005
Performance Dynamics 1993 - 2000
RLQ Associates 1991 - 1993
Education
Georgetown University 1984 — 1988
Bachelor of Arts (B.A.), French / Marketing, Dean's List
Bank of America June 2012 - Present
Bank of America June 2008 - June 2012
Bank of America January 2007 - June 2008
Bank of America June 2006 - January 2007
Providian Financial October 2000 - May 2005
Performance Dynamics 1993 - 2000
RLQ Associates 1991 - 1993
Education
Georgetown University 1984 — 1988
Bachelor of Arts (B.A.), French / Marketing, Dean's List
Desmond McGroarty's Bank of America Experience November 2013 - Present
Job Leadership Development Consultant at Bank of America
Industry Human Resources
Experience
Bank of America November 2013 - Present
Bank of America August 2012 - November 2013
Bank of America June 2011 - August 2012
First Tennessee Bank May 2010 - August 2010
Kirkland & Ellis LLP December 2008 - July 2009
Japan Exchange and Teaching Program(me) (JET) August 2007 - August 2008
Kirkland & Ellis LLP August 2005 - July 2007
Skills
Organizational..., Data Analysis, Policy, Analysis, Microsoft Excel, Research, Compensation Structure..., Performance Management, Workforce Planning, HRIS, HR Consulting
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration, Strategy, Human & Organizational Performance
Georgetown University 2001 — 2005
BA, Government
Bank of America November 2013 - Present
Bank of America August 2012 - November 2013
Bank of America June 2011 - August 2012
First Tennessee Bank May 2010 - August 2010
Kirkland & Ellis LLP December 2008 - July 2009
Japan Exchange and Teaching Program(me) (JET) August 2007 - August 2008
Kirkland & Ellis LLP August 2005 - July 2007
Skills
Organizational..., Data Analysis, Policy, Analysis, Microsoft Excel, Research, Compensation Structure..., Performance Management, Workforce Planning, HRIS, HR Consulting
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
Master of Business Administration, Strategy, Human & Organizational Performance
Georgetown University 2001 — 2005
BA, Government
Jon Paul Borella's Bank of America Experience 2005 - 2010
Job Ziff Brothers Investments
Industry Investment Management
Experience
Ziff Brothers Investments September 2010 - Present
Bank of America 2005 - 2010
JPMorgan 1992 - 2005
Skills
Fixed Income, Leadership, Hedge Funds, Capital Markets, MBS, Banking, Investor Relations, Portfolio Management, Investments, Equities, Investment Banking, Alternative Investments, Finance, Bloomberg, ABS, Asset Management, Bonds, Structured Products, Financial Modeling, Derivatives
Education
Georgetown University 1989 — 1993
Horace Mann
Ziff Brothers Investments September 2010 - Present
Bank of America 2005 - 2010
JPMorgan 1992 - 2005
Skills
Fixed Income, Leadership, Hedge Funds, Capital Markets, MBS, Banking, Investor Relations, Portfolio Management, Investments, Equities, Investment Banking, Alternative Investments, Finance, Bloomberg, ABS, Asset Management, Bonds, Structured Products, Financial Modeling, Derivatives
Education
Georgetown University 1989 — 1993
Horace Mann
Lorraine Montero's Bank of America Experience 1972 - 1984
Job Senior Consultant and Instructor at Genesis
Industry Management Consulting
Experience
Florida International University 2008 - Present
Genesis Consulting January 2006 - Present
Citi 1984 - 2005
CIBC 1992 - 1996
Bank of America 1972 - 1984
Skills
Executive Coaching, Management Consulting, Change Management, Business Analysis, Process Improvement, Coaching, Leadership Development, Program Management, Project Management, Strategic Planning
Education
Johns Hopkins SAIS 1969 — 1971
Master of Arts (M.A.), Internatonal Economics and Politics
Georgetown University 1964 — 1968
BSFS, International Affairs
Florida International University 2008 - Present
Genesis Consulting January 2006 - Present
Citi 1984 - 2005
CIBC 1992 - 1996
Bank of America 1972 - 1984
Skills
Executive Coaching, Management Consulting, Change Management, Business Analysis, Process Improvement, Coaching, Leadership Development, Program Management, Project Management, Strategic Planning
Education
Johns Hopkins SAIS 1969 — 1971
Master of Arts (M.A.), Internatonal Economics and Politics
Georgetown University 1964 — 1968
BSFS, International Affairs
Christopher McShane's Bank of America Experience June 2002 - August 2006
Job President
Industry Retail
Experience
Travelex Currency Services North America August 2007 - Present
Bank of America June 2002 - August 2006
Education
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Travelex Currency Services North America August 2007 - Present
Bank of America June 2002 - August 2006
Education
Georgetown University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Michael Branca's Bank of America Experience August 2010 - Present
Job Head of Compensation at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Bank of America August 2010 - Present
Bank of America (London) August 2007 - July 2010
MBNA 1990 - 2006
Skills
Compensation & Benefit, Compensation Structure..., Global Compensation, Deferred Compensation, Sales Compensation, Employee Benefits, Corporate Benefits, Compensation & Benefits..., Mergers, Acquisition Integration
Education
Georgetown University
BS, Economics
University of Delaware
MBA
Wells Fargo November 2012 - Present
Bank of America August 2010 - Present
Bank of America (London) August 2007 - July 2010
MBNA 1990 - 2006
Skills
Compensation & Benefit, Compensation Structure..., Global Compensation, Deferred Compensation, Sales Compensation, Employee Benefits, Corporate Benefits, Compensation & Benefits..., Mergers, Acquisition Integration
Education
Georgetown University
BS, Economics
University of Delaware
MBA
Neil Cannon's Bank of America Experience February 2003 - August 2011
Job Mortgage Loan Officer at Pentagon Federal Credit Union
Industry Real Estate
Experience
Pentagon Federal Credit Union December 2012 - Present
Bank of America February 2003 - August 2011
Legg Mason Wood Walker May 2001 - December 2002
Navy Federal Credit Union September 1997 - April 2001
Skills
Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Public Speaking, Customer Service, Writing, Outlook, Real Estate, Financial Analysis, Financial Modeling, Mortgage Lending, Mortgage Banking, Mortgage, Banking, Loans, FHA, VA, Retail, Problem Solving, Real Estate Development, Real Estate Financing, Microsoft Excel, Microsoft Word, FHA financing, Investments, Underwriting, Credit, Finance, FHA Financing, VA Loans
Education
Georgetown University 2009 — 2012
Master's Degree, Real Estate, Magna Cum Laude
James Madison University 1993 — 1997
Bachelor of Science (B.S.), History and Political Science (Double Major)
Pentagon Federal Credit Union December 2012 - Present
Bank of America February 2003 - August 2011
Legg Mason Wood Walker May 2001 - December 2002
Navy Federal Credit Union September 1997 - April 2001
Skills
Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Public Speaking, Customer Service, Writing, Outlook, Real Estate, Financial Analysis, Financial Modeling, Mortgage Lending, Mortgage Banking, Mortgage, Banking, Loans, FHA, VA, Retail, Problem Solving, Real Estate Development, Real Estate Financing, Microsoft Excel, Microsoft Word, FHA financing, Investments, Underwriting, Credit, Finance, FHA Financing, VA Loans
Education
Georgetown University 2009 — 2012
Master's Degree, Real Estate, Magna Cum Laude
James Madison University 1993 — 1997
Bachelor of Science (B.S.), History and Political Science (Double Major)
Heather Neale-Fleming's Bank of America Experience 2006 - 2008
Job Orton Gillingham Dyslexia Tutoring
Industry Education Management
Experience
Orton Gillingham Dyslexia Tutoring September 2015 - Present
University of Wyoming, Wyoming Technology Business Center August 2013 - August 2015
Bank of America 2006 - 2008
Citi 2003 - 2006
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Hedge Funds, Structured Finance
Education
Georgetown University 1989 — 1993
BS, Economics
Orton Gillingham Dyslexia Tutoring September 2015 - Present
University of Wyoming, Wyoming Technology Business Center August 2013 - August 2015
Bank of America 2006 - 2008
Citi 2003 - 2006
Salomon Smith Barney 1998 - 2003
Salomon Brothers 1993 - 1998
Skills
Portfolio Management, Fixed Income, Capital Markets, Asset Management, Hedge Funds, Structured Finance
Education
Georgetown University 1989 — 1993
BS, Economics
Michelle Shepherd's Bank of America Experience June 1985 - September 2008
Job Consultant Financial Services & Insurance
Industry Financial Services
Experience
Managers Global LLC January 2009 - Present
Bank of America June 1985 - September 2008
Skills
Banking, Credit, Credit Cards, Loans, Financial Services, Risk Management, Portfolio Management, Business Strategy, Business Planning, Retail Banking
Education
Georgetown University
BA, English Literature
Managers Global LLC January 2009 - Present
Bank of America June 1985 - September 2008
Skills
Banking, Credit, Credit Cards, Loans, Financial Services, Risk Management, Portfolio Management, Business Strategy, Business Planning, Retail Banking
Education
Georgetown University
BA, English Literature
Jacqui Waddock's Bank of America Experience 2008 - 2011
Job Sr Private Banker at Webster Bank
Industry Banking
Experience
Webster Bank December 2011 - Present
Bank of America 2008 - 2011
Bank of America 1989 - 2008
Skills
Wealth Management, Private Banking, Portfolio Management, Banking, Credit, Loans, Mortgage Lending, Investments
Education
Georgetown University
Bachelor of Business Administration (BBA), Marketing
Webster Bank December 2011 - Present
Bank of America 2008 - 2011
Bank of America 1989 - 2008
Skills
Wealth Management, Private Banking, Portfolio Management, Banking, Credit, Loans, Mortgage Lending, Investments
Education
Georgetown University
Bachelor of Business Administration (BBA), Marketing
Xochitl Ledesma's Bank of America Experience September 2011 - May 2012
Job Senior Technology Consultant
Industry Computer & Network Security
Experience
EY September 2014 - Present
EY August 2012 - August 2014
Bank of America September 2011 - May 2012
Jon Stover & Associates June 2011 - September 2011
LicenseLogic August 2010 - January 2011
Compass Partners January 2009 - May 2010
Skills
Marketing Strategy, Cyber Defense, New Business Development, Databases, Microsoft Excel, Spanish-English, Spanish, Krav Maga, Running, Project Planning, Project Management, Marketing Communications, Email Marketing, Market Analysis, Consumer Behaviour, Operations Management, Strategy, PowerPoint, Public Speaking, Business Development, Business Strategy, Leadership, Social Media, Data Analysis, Research
Education
UCLA Extension Corporate Education & Custom Programs 2015 — 2015
Statistical Techniques in Business and Economics Course
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Marketing/Operations & Information Management
EY September 2014 - Present
EY August 2012 - August 2014
Bank of America September 2011 - May 2012
Jon Stover & Associates June 2011 - September 2011
LicenseLogic August 2010 - January 2011
Compass Partners January 2009 - May 2010
Skills
Marketing Strategy, Cyber Defense, New Business Development, Databases, Microsoft Excel, Spanish-English, Spanish, Krav Maga, Running, Project Planning, Project Management, Marketing Communications, Email Marketing, Market Analysis, Consumer Behaviour, Operations Management, Strategy, PowerPoint, Public Speaking, Business Development, Business Strategy, Leadership, Social Media, Data Analysis, Research
Education
UCLA Extension Corporate Education & Custom Programs 2015 — 2015
Statistical Techniques in Business and Economics Course
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Marketing/Operations & Information Management
LoPiano Christopher's Bank of America Experience 1994 - 2005
Job Senior Vice President at Community Preservation and Development Corporation
Industry Real Estate
Experience
Community Preservation and Development Corporation September 2011 - Present
CityInterests July 2007 - August 2011
Bank of America 1994 - 2005
Skills
Real Estate Development, Multi-family housing..., Mixed-use development
Education
Georgetown University 1971 — 1975
BA, Economics and Government
Community Preservation and Development Corporation September 2011 - Present
CityInterests July 2007 - August 2011
Bank of America 1994 - 2005
Skills
Real Estate Development, Multi-family housing..., Mixed-use development
Education
Georgetown University 1971 — 1975
BA, Economics and Government
John P. Harris's Bank of America Experience 1999 - 2009
Job Managing Director Mergers and Acquisitions at Marwood Group
Industry Financial Services
Experience
Marwood Group 2009 - Present
Bank of America 1999 - 2009
Skills
Managed Care
Education
Georgetown University 1990 — 1994
Bachelor of Science, Finance, Magna cum laude
Marwood Group 2009 - Present
Bank of America 1999 - 2009
Skills
Managed Care
Education
Georgetown University 1990 — 1994
Bachelor of Science, Finance, Magna cum laude
Joseph Eagan's Bank of America Experience 2000 - 2002
Job Head of Business Development at Tiger Legatus Capital Management
Industry Investment Management
Experience
Tiger Legatus Capital Management April 2014 - Present
Investcorp March 2008 - April 2014
Amber Capital 2007 - 2008
Cherry Capital 2003 - 2007
Bank of America 2000 - 2002
Skills
Venture Capital, Alternative Investments, Valuation, Hedge Funds, Private Equity, Emerging Markets, Investment Banking, Fund Of Funds, Corporate Development
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Tiger Legatus Capital Management April 2014 - Present
Investcorp March 2008 - April 2014
Amber Capital 2007 - 2008
Cherry Capital 2003 - 2007
Bank of America 2000 - 2002
Skills
Venture Capital, Alternative Investments, Valuation, Hedge Funds, Private Equity, Emerging Markets, Investment Banking, Fund Of Funds, Corporate Development
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Jamie M. Frankel's Bank of America Experience February 2008 - December 2010
Job People Operations at Google
Industry Staffing and Recruiting
Experience
Google November 2014 - Present
Silicon Valley Bank October 2013 - November 2014
Deloitte December 2010 - April 2013
Bank of America February 2008 - December 2010
Skills
Recruiting, Talent Acquisition, Human Resources, Talent Management, Onboarding, Team Leadership, Leadership Development, Training Delivery, Employee Relations, Employee Engagement, Employment Law, Relationship Management, Strategic Sourcing, Sourcing, Diversity & Inclusion, Cultural Diversity, Talent Scouting, Talent Developer, Professional Mentoring, Peer Mentoring, Peer Leadership, Educational Leadership, Strategic Human..., Management, Leadership, Performance Management, Training, Strategy, Interviews
Education
Georgetown University 2009 — 2011
Master's, International Human Resources Management, 3.701
Oberlin College 2000 — 2004
Bachelor of Arts (BA), History
Google November 2014 - Present
Silicon Valley Bank October 2013 - November 2014
Deloitte December 2010 - April 2013
Bank of America February 2008 - December 2010
Skills
Recruiting, Talent Acquisition, Human Resources, Talent Management, Onboarding, Team Leadership, Leadership Development, Training Delivery, Employee Relations, Employee Engagement, Employment Law, Relationship Management, Strategic Sourcing, Sourcing, Diversity & Inclusion, Cultural Diversity, Talent Scouting, Talent Developer, Professional Mentoring, Peer Mentoring, Peer Leadership, Educational Leadership, Strategic Human..., Management, Leadership, Performance Management, Training, Strategy, Interviews
Education
Georgetown University 2009 — 2011
Master's, International Human Resources Management, 3.701
Oberlin College 2000 — 2004
Bachelor of Arts (BA), History
Mark Robert Boyland's Bank of America Experience January 2005 - September 2010
Job Expertise in regulatory compliance, domestic and international banking with proficiency in nine foreign languages
Industry Financial Services
Experience
International Institute of Buffalo December 2012 - Present
HSBC October 2010 - July 2014
Bank of America January 2005 - September 2010
Bank of America February 2001 - January 2005
Skills
Banking, Risk Management, Credit, Retail Banking, Portfolio Management, Financial Analysis, Relationship Management, Credit Risk, Business Analysis, Financial Services, Translation, Interpretation, Foreign Languages, Teaching English as a..., Customer Service, Community Service, Microsoft Office, Lotus Notes
Education
Georgetown University 1976 — 1979
B.S., Major in Portuguese, Minor in Russian, 3.497
Uniwersytet Warszawski 1979 — 1981
Master of Science (M.S.), Polish Dialectology
International Institute of Buffalo December 2012 - Present
HSBC October 2010 - July 2014
Bank of America January 2005 - September 2010
Bank of America February 2001 - January 2005
Skills
Banking, Risk Management, Credit, Retail Banking, Portfolio Management, Financial Analysis, Relationship Management, Credit Risk, Business Analysis, Financial Services, Translation, Interpretation, Foreign Languages, Teaching English as a..., Customer Service, Community Service, Microsoft Office, Lotus Notes
Education
Georgetown University 1976 — 1979
B.S., Major in Portuguese, Minor in Russian, 3.497
Uniwersytet Warszawski 1979 — 1981
Master of Science (M.S.), Polish Dialectology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS