Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Daphne Veras Daphne Veras's Bank of America Experience December 2011 - September 2012
Job Director of Marketing and Brand Engagement at Refundo
Industry Financial Services
Experience
Refundo September 2012 - Present
Bank of America December 2011 - September 2012
Bank of America November 2005 - November 2011
Skills
Marketing, Sales, Marketing Strategy, Management, Market Research, Banking, Small Business, Training, Business Strategy, New Business Development, Risk Management, Sales Management, Retail Banking, Financial Services, Customer Service, Direct Marketing, Portfolio Management, Small Business Lending, Credit, Commercial Banking, Analysis, Inbound Marketing, Product Segmentation, Brand Development, Blogging, Content Writing, Content Strategy
Education
Harvard Business School 2015 — 2015
Executive Education, Strategic Marketing Management
Kean University 2004 — 2010
Bachelor of Science, Marketing, 3.76
Refundo September 2012 - Present
Bank of America December 2011 - September 2012
Bank of America November 2005 - November 2011
Skills
Marketing, Sales, Marketing Strategy, Management, Market Research, Banking, Small Business, Training, Business Strategy, New Business Development, Risk Management, Sales Management, Retail Banking, Financial Services, Customer Service, Direct Marketing, Portfolio Management, Small Business Lending, Credit, Commercial Banking, Analysis, Inbound Marketing, Product Segmentation, Brand Development, Blogging, Content Writing, Content Strategy
Education
Harvard Business School 2015 — 2015
Executive Education, Strategic Marketing Management
Kean University 2004 — 2010
Bachelor of Science, Marketing, 3.76
Don Hopper Don Hopper's Bank of America Experience June 1993 - December 1997
Job Practice Leader, Predictive Services & Analytics NCR
Industry Information Technology and Services
Experience
NCR Corporation May 2015 - Present
Fiserv May 2012 - May 2015
Fiserv April 2009 - April 2012
Accenture October 2007 - November 2008
Astadia 2006 - 2007
Gevity 2004 - 2006
GevityHR 2004 - 2006
Washington Mutual, Inc. 2003 - 2003
Randstad 1998 - 2002
Bank of America June 1993 - December 1997
Skills
Database Marketing, Market Research, Predictive Modeling, Analytics, Segmentation, Marketing Research, Customer Insight, Predictive Analytics, SPSS, Competitive Analysis, Big Data, Business Analysis, Business Development, Business Intelligence, CRM, Consulting, Customer Analysis, Data Mining, Direct Marketing, Management, Product Development, Product Management, Strategy, Vendor Management
Education
The University of Chicago 1992 — 1992
Executive Series - Marketing Management
Northern Illinois University 1976 — 1982
BA/MA, Statistics & Quantitative Research Methods
Harvard University
School Of Continuing Education
Massachusetts Institute of Technology
NCR Corporation May 2015 - Present
Fiserv May 2012 - May 2015
Fiserv April 2009 - April 2012
Accenture October 2007 - November 2008
Astadia 2006 - 2007
Gevity 2004 - 2006
GevityHR 2004 - 2006
Washington Mutual, Inc. 2003 - 2003
Randstad 1998 - 2002
Bank of America June 1993 - December 1997
Skills
Database Marketing, Market Research, Predictive Modeling, Analytics, Segmentation, Marketing Research, Customer Insight, Predictive Analytics, SPSS, Competitive Analysis, Big Data, Business Analysis, Business Development, Business Intelligence, CRM, Consulting, Customer Analysis, Data Mining, Direct Marketing, Management, Product Development, Product Management, Strategy, Vendor Management
Education
The University of Chicago 1992 — 1992
Executive Series - Marketing Management
Northern Illinois University 1976 — 1982
BA/MA, Statistics & Quantitative Research Methods
Harvard University
School Of Continuing Education
Massachusetts Institute of Technology
Mengjie Zou Mengjie Zou's Bank of America Experience August 2013 - July 2014
Job Student at Harvard Law School
Industry Legal Services
Experience
Harvard Law School September 2014 - Present
Bank of America August 2013 - July 2014
Grosvenor Capital Management June 2012 - August 2012
Citi June 2011 - August 2011
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
University of Chicago 2009 — 2013
Bachelor of Arts (B.A.), Economics
Harvard Law School September 2014 - Present
Bank of America August 2013 - July 2014
Grosvenor Capital Management June 2012 - August 2012
Citi June 2011 - August 2011
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
University of Chicago 2009 — 2013
Bachelor of Arts (B.A.), Economics
Rachel Klabunde Rachel Klabunde's Bank of America Experience October 2012 - May 2013
Job Graduate Student in Public Health
Industry Hospital & Health Care
Experience
Evalueserve January 2014 - July 2015
Bank of America October 2012 - May 2013
Northwest Acute Care Specialists March 2012 - May 2013
Coalition of Community Health Clinics October 2012 - April 2013
Scribes STAT February 2012 - April 2013
Oregon Shakespeare Festival May 2011 - September 2011
Instituto Norteamericano de Cultura de Valparaíso, CHILE 2011 - 2011
Skills
Spanish, Teaching, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Customer Service, Microsoft Excel, Translation, Theatre
Education
Lewis and Clark College 2007 — 2011
Bachelor of Arts, Hispanic Studies, Latin American Studies, Chemistry
International TEFL Academy
TEFL Certificate
North Medford High School 2003 — 2007
High School Diploma, General Studies
Harvard T.H. Chan School of Public Health 2015 — 2017
Master of Science (M.S.), Global Health and Population
Evalueserve January 2014 - July 2015
Bank of America October 2012 - May 2013
Northwest Acute Care Specialists March 2012 - May 2013
Coalition of Community Health Clinics October 2012 - April 2013
Scribes STAT February 2012 - April 2013
Oregon Shakespeare Festival May 2011 - September 2011
Instituto Norteamericano de Cultura de Valparaíso, CHILE 2011 - 2011
Skills
Spanish, Teaching, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Customer Service, Microsoft Excel, Translation, Theatre
Education
Lewis and Clark College 2007 — 2011
Bachelor of Arts, Hispanic Studies, Latin American Studies, Chemistry
International TEFL Academy
TEFL Certificate
North Medford High School 2003 — 2007
High School Diploma, General Studies
Harvard T.H. Chan School of Public Health 2015 — 2017
Master of Science (M.S.), Global Health and Population
Juny Sridhara Juny Sridhara's Bank of America Experience January 2007 - April 2009
Job Portfolio Manager at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP January 2011 - Present
Archimedes Finance April 2009 - September 2010
Bank of America January 2007 - April 2009
Lehman Brothers June 2003 - January 2007
Nomura Securities April 2001 - April 2003
Morgan Stanley August 1999 - April 2001
Lightstream Photocatalytic June 1996 - August 1997
Eastman Chemical Company June 1995 - August 1995
Skills
Portfolio Management, Trading, Derivatives, Fixed Income, Commodity Markets, Equity Indices, FX trading, Risk Models, Algorithm Design, Algorithm Optimization, Project Management, Operations Management, Chemical Engineering, Research Projects, Prototype
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA), Designated Baker Scholar, Graduated with Highest Honors
Univeristy of Texas at Austin 1992 — 1996
Bachelor of Science (B.S.), Chemical Engineering, Graduated with Highest Honors
Lubbock High School
Lubbock High School
BlueCrest Capital Management, LLP January 2011 - Present
Archimedes Finance April 2009 - September 2010
Bank of America January 2007 - April 2009
Lehman Brothers June 2003 - January 2007
Nomura Securities April 2001 - April 2003
Morgan Stanley August 1999 - April 2001
Lightstream Photocatalytic June 1996 - August 1997
Eastman Chemical Company June 1995 - August 1995
Skills
Portfolio Management, Trading, Derivatives, Fixed Income, Commodity Markets, Equity Indices, FX trading, Risk Models, Algorithm Design, Algorithm Optimization, Project Management, Operations Management, Chemical Engineering, Research Projects, Prototype
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA), Designated Baker Scholar, Graduated with Highest Honors
Univeristy of Texas at Austin 1992 — 1996
Bachelor of Science (B.S.), Chemical Engineering, Graduated with Highest Honors
Lubbock High School
Lubbock High School
Ernesto Slater's Bank of America Experience September 2012 - Present
Job Investment Analyst at Chestnut Exploration Partners
Industry Investment Management
Experience
Chestnut Exploration Partners February 2015 - Present
Bank of America September 2012 - Present
Teacher Retirement Systems of Texas May 2010 - February 2012
Skills
Portfolio Management, Financial Modeling, Bloomberg, Economics, Financial Markets, Public Speaking, Investments, Loans, Credit Analysis, Leadership, Risk Management, Customer Service, Social Media, Valuation, Event Planning, Finance
Education
The University of Texas at Austin 2010 — 2012
Bachelor of Arts, Philosophy
Harvard Business School 2011 — 2011
Desoto
Chestnut Exploration Partners February 2015 - Present
Bank of America September 2012 - Present
Teacher Retirement Systems of Texas May 2010 - February 2012
Skills
Portfolio Management, Financial Modeling, Bloomberg, Economics, Financial Markets, Public Speaking, Investments, Loans, Credit Analysis, Leadership, Risk Management, Customer Service, Social Media, Valuation, Event Planning, Finance
Education
The University of Texas at Austin 2010 — 2012
Bachelor of Arts, Philosophy
Harvard Business School 2011 — 2011
Desoto
Richard Nichols Richard Nichols's Bank of America Experience June 2012 - August 2012
Job Business Analyst at Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte Consulting LLP August 2014 - Present
Management Leadership for Tomorrow July 2012 - December 2013
Deloitte June 2013 - August 2013
Bank of America June 2012 - August 2012
Vintage Wealth Management Group June 2011 - August 2011
Skills
Microsoft Office, Mac, Spanish, Event Planning, SPSS, Nonprofits, Economics, Teaching, Fundraising, Stata, Community Outreach, Microsoft Excel, Microsoft Word
Education
Morehouse College 2010 — 2014
Bachelor of Arts (BA), Finance, General, Summa Cum Laude
Harvard Business School 2013 — 2013
Summer Venture in Management Program - Certificate of Completion
Universidad de Cádiz
Deloitte Consulting LLP August 2014 - Present
Management Leadership for Tomorrow July 2012 - December 2013
Deloitte June 2013 - August 2013
Bank of America June 2012 - August 2012
Vintage Wealth Management Group June 2011 - August 2011
Skills
Microsoft Office, Mac, Spanish, Event Planning, SPSS, Nonprofits, Economics, Teaching, Fundraising, Stata, Community Outreach, Microsoft Excel, Microsoft Word
Education
Morehouse College 2010 — 2014
Bachelor of Arts (BA), Finance, General, Summa Cum Laude
Harvard Business School 2013 — 2013
Summer Venture in Management Program - Certificate of Completion
Universidad de Cádiz
Mark Webber Mark Webber's Bank of America Experience February 2009 - July 2010
Job Director Services Sales & GTM at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard March 2015 - Present
Hewlett-Packard October 2013 - March 2015
Cisco Systems April 2012 - October 2013
Cisco Systems July 2010 - April 2012
Bank of America February 2009 - July 2010
Merrill Lynch February 2009 - July 2010
Bank of America March 2008 - February 2009
Bank of America April 2002 - March 2008
JPMorgan Chase October 2000 - April 2002
GE Capital August 1999 - October 2000
Skills
Six Sigma, Process Improvement, Business Process..., Operational Excellence, Change Management, Program Management, Cross-functional Team..., Process Engineering, Business Transformation, Risk Management, Operations Management, DMAIC, Vendor Management, Banking, Project Portfolio...
Education
University of Pennsylvania - The Wharton School
Masters of Business Administration, Business Administration
Harvard Business School
Align Executive Leadership Program
University of Nebraska at Kearney
Bachelor of Science, Management, Marketing
Hewlett-Packard March 2015 - Present
Hewlett-Packard October 2013 - March 2015
Cisco Systems April 2012 - October 2013
Cisco Systems July 2010 - April 2012
Bank of America February 2009 - July 2010
Merrill Lynch February 2009 - July 2010
Bank of America March 2008 - February 2009
Bank of America April 2002 - March 2008
JPMorgan Chase October 2000 - April 2002
GE Capital August 1999 - October 2000
Skills
Six Sigma, Process Improvement, Business Process..., Operational Excellence, Change Management, Program Management, Cross-functional Team..., Process Engineering, Business Transformation, Risk Management, Operations Management, DMAIC, Vendor Management, Banking, Project Portfolio...
Education
University of Pennsylvania - The Wharton School
Masters of Business Administration, Business Administration
Harvard Business School
Align Executive Leadership Program
University of Nebraska at Kearney
Bachelor of Science, Management, Marketing
Ann Levin's Bank of America Experience 2003 - 2006
Job HR Generalist at Google we're hiring!
Industry Internet
Experience
Google 2010 - Present
AT&T 2006 - 2010
Bank of America 2003 - 2006
Skills
Deferred Compensation, Personnel Management, Human Resources, Employee Benefits, Recruiting
Education
Harvard Business School 1999 — 2003
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Google 2010 - Present
AT&T 2006 - 2010
Bank of America 2003 - 2006
Skills
Deferred Compensation, Personnel Management, Human Resources, Employee Benefits, Recruiting
Education
Harvard Business School 1999 — 2003
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General
Todd Stillerman Todd Stillerman's Bank of America Experience August 2010 - Present
Job Assistant General Counsel at Bank of America
Industry Investment Banking
Experience
Bank of America August 2010 - Present
Kingstree Group May 2009 - August 2010
Dewey Ballantine LLP May 2007 - May 2009
Dechert LLP January 2006 - May 2007
Dechert LLP January 2004 - December 2005
Mayer Brown October 1999 - December 2003
Womble Carlyle September 1997 - October 1999
Skills
Securitization, Structured Finance, CMBS, ABS, Investment Banking, Fixed Income, Loans, Loan Origination, Real Estate, Underwriting, Securities Regulation, Corporate Law, Litigation, Commercial Litigation, Corporate Governance, Investments, Finance
Education
Harvard Law School 1994 — 1997
JD, Law, cum laude
Wake Forest University 1990 — 1994
BA, Politics & History, summa cum laude
Bank of America August 2010 - Present
Kingstree Group May 2009 - August 2010
Dewey Ballantine LLP May 2007 - May 2009
Dechert LLP January 2006 - May 2007
Dechert LLP January 2004 - December 2005
Mayer Brown October 1999 - December 2003
Womble Carlyle September 1997 - October 1999
Skills
Securitization, Structured Finance, CMBS, ABS, Investment Banking, Fixed Income, Loans, Loan Origination, Real Estate, Underwriting, Securities Regulation, Corporate Law, Litigation, Commercial Litigation, Corporate Governance, Investments, Finance
Education
Harvard Law School 1994 — 1997
JD, Law, cum laude
Wake Forest University 1990 — 1994
BA, Politics & History, summa cum laude
Michael Del Grosso Michael Del Grosso's Bank of America Experience December 1975 - November 1977
Job CEO at Archangel Venture Capital
Industry Management Consulting
Experience
Archangel Venture Capital June 2012 - Present
BlueHawk Networks May 2011 - May 2012
Beverly Hills Rent a Car April 2008 - April 2011
Benefit Street - Headquartered in San Ramon, California March 2004 - March 2008
Pre IPO; CITA, Post IPO; Hythiam, changed name to Catalyst January 2000 - January 2004
Telos Venture Partners January 1996 - December 1999
Toshiba America - Microelectronic Division March 1991 - December 1995
Founded as ICMOS, changed name to Vertex Semiconductor, Inc. June 1987 - February 1991
Coherent, Inc. December 1977 - April 1987
Bank of America December 1975 - November 1977
Skills
Accounting, Strategic Financial..., Product Management, Corporate Development, M&A experience, Competitive Analysis, Income Statement, Venture Capital, Analysis, Product Marketing, Business Case, Cross-functional Team..., Business Planning, Strategic Partnerships, Forecasting, Sarbanes-Oxley Act, Process Improvement, Strategic Planning, Business Strategy, Marketing, Financial Reporting, Financial Analysis, Budgets
Education
Harvard Business School 1997 — 1999
Venture Capital Certification Program, Venture Capital Finance
Suffolk University 1989 — 1993
BS, Accounting and Finance
Lorain Catholic High School 1969 — 1972
High Scholl Diploma, General Studies
Archangel Venture Capital June 2012 - Present
BlueHawk Networks May 2011 - May 2012
Beverly Hills Rent a Car April 2008 - April 2011
Benefit Street - Headquartered in San Ramon, California March 2004 - March 2008
Pre IPO; CITA, Post IPO; Hythiam, changed name to Catalyst January 2000 - January 2004
Telos Venture Partners January 1996 - December 1999
Toshiba America - Microelectronic Division March 1991 - December 1995
Founded as ICMOS, changed name to Vertex Semiconductor, Inc. June 1987 - February 1991
Coherent, Inc. December 1977 - April 1987
Bank of America December 1975 - November 1977
Skills
Accounting, Strategic Financial..., Product Management, Corporate Development, M&A experience, Competitive Analysis, Income Statement, Venture Capital, Analysis, Product Marketing, Business Case, Cross-functional Team..., Business Planning, Strategic Partnerships, Forecasting, Sarbanes-Oxley Act, Process Improvement, Strategic Planning, Business Strategy, Marketing, Financial Reporting, Financial Analysis, Budgets
Education
Harvard Business School 1997 — 1999
Venture Capital Certification Program, Venture Capital Finance
Suffolk University 1989 — 1993
BS, Accounting and Finance
Lorain Catholic High School 1969 — 1972
High Scholl Diploma, General Studies
Steven D. Cohen, Ph.D.'s Bank of America Experience February 2006 - July 2006
Job Assistant Professor of Communication/Public Speaking Consultant & Trainer
Industry Professional Training & Coaching
Experience
University of Baltimore August 2013 - Present
Harvard Division of Continuing Education January 2009 - Present
University of Maryland June 2012 - August 2013
University of Maryland August 2010 - May 2012
IBM Global Business Services August 2008 - November 2009
Bank of America February 2006 - July 2006
Bank of America May 2005 - January 2006
Bank of America July 2004 - April 2005
Skills
Public Speaking, Non-profits, Data Analysis, Research, Strategic Planning, Social Media, Spanish, Project Management, Microsoft Office, Management, Fundraising, Analysis, Program Management, Workshop Facilitation, Market Research, Speech Coaching, Presentation Coaching, Nonprofits
Education
University of Maryland College Park 2010 — 2013
Ph.D., Communication
Harvard University 2006 — 2008
MPP, Leadership, Strategic Management, Nonprofit Sector
University of Florida 2000 — 2004
BABA, Business Administration, Spanish
University of Baltimore August 2013 - Present
Harvard Division of Continuing Education January 2009 - Present
University of Maryland June 2012 - August 2013
University of Maryland August 2010 - May 2012
IBM Global Business Services August 2008 - November 2009
Bank of America February 2006 - July 2006
Bank of America May 2005 - January 2006
Bank of America July 2004 - April 2005
Skills
Public Speaking, Non-profits, Data Analysis, Research, Strategic Planning, Social Media, Spanish, Project Management, Microsoft Office, Management, Fundraising, Analysis, Program Management, Workshop Facilitation, Market Research, Speech Coaching, Presentation Coaching, Nonprofits
Education
University of Maryland College Park 2010 — 2013
Ph.D., Communication
Harvard University 2006 — 2008
MPP, Leadership, Strategic Management, Nonprofit Sector
University of Florida 2000 — 2004
BABA, Business Administration, Spanish
Osllusia Gates PMP's Bank of America Experience January 2012 - March 2013
Job Consultant at DARTON GROUP Consulting
Industry Management Consulting
Experience
DARTON GROUP Consulting April 2014 - Present
R C Miller Management Consulting Group July 2011 - Present
TIAA-CREF April 2013 - August 2013
Midtown Consulting Group January 2012 - August 2013
Bank of America January 2012 - March 2013
Bank of America October 2011 - December 2011
Available Senior Management Consultant January 2011 - July 2011
Bank of America September 2009 - July 2010
Bank of America June 2004 - March 2009
Universal Music & Video Distribution August 1999 - November 2002
Skills
Process Improvement, Business Intelligence, PMP, Strategy, Project Management, Governance, Six Sigma, Management, Banking, Forecasting, Project Planning, Strategic Planning, Agile Methodologies, Financial Risk, Budgets, Vendor Management, Oracle Hyperion Planning, Oracle Hyperion..., Data Management, Data Governance, Organizational Strategy, Mortgage Foreclosure..., Mortgage Bankruptcy..., Business Development, Anti Money Laundering, Basel II, Dodd Frank, Information Technology, Business Process Design, Financial Reporting and..., Business Strategy, Change Management, Cross-functional Team..., Dodd-Frank, Hyperion Planning, PMO
Education
Harvard Business School 2000 — 2001
Project Management
Howard University 1993 — 1997
BBA, International Finance
Grand Rapids Christian High School 1989 — 1993
Diploma, General
DARTON GROUP Consulting April 2014 - Present
R C Miller Management Consulting Group July 2011 - Present
TIAA-CREF April 2013 - August 2013
Midtown Consulting Group January 2012 - August 2013
Bank of America January 2012 - March 2013
Bank of America October 2011 - December 2011
Available Senior Management Consultant January 2011 - July 2011
Bank of America September 2009 - July 2010
Bank of America June 2004 - March 2009
Universal Music & Video Distribution August 1999 - November 2002
Skills
Process Improvement, Business Intelligence, PMP, Strategy, Project Management, Governance, Six Sigma, Management, Banking, Forecasting, Project Planning, Strategic Planning, Agile Methodologies, Financial Risk, Budgets, Vendor Management, Oracle Hyperion Planning, Oracle Hyperion..., Data Management, Data Governance, Organizational Strategy, Mortgage Foreclosure..., Mortgage Bankruptcy..., Business Development, Anti Money Laundering, Basel II, Dodd Frank, Information Technology, Business Process Design, Financial Reporting and..., Business Strategy, Change Management, Cross-functional Team..., Dodd-Frank, Hyperion Planning, PMO
Education
Harvard Business School 2000 — 2001
Project Management
Howard University 1993 — 1997
BBA, International Finance
Grand Rapids Christian High School 1989 — 1993
Diploma, General
Amy Vaughn , PMP , ITIL ,CMM 3's Bank of America Experience February 2011 - Present
Job Sr .Project Manager at Bank of America
Industry Banking
Experience
Bank of America February 2011 - Present
HSBC March 2007 - February 2011
Computer Task Group October 2005 - March 2007
Chevron July 2003 - October 2005
IBM April 1999 - July 2003
Education
Harvard Business School 1995 — 1997
Master of Computer Applications (MCA)
Bank of America February 2011 - Present
HSBC March 2007 - February 2011
Computer Task Group October 2005 - March 2007
Chevron July 2003 - October 2005
IBM April 1999 - July 2003
Education
Harvard Business School 1995 — 1997
Master of Computer Applications (MCA)
Conchita Tucker's Bank of America Experience 1999 - 2001
Job President at Tucker Technology, inc.
Industry Telecommunications
Experience
Tucker Technology, Inc. August 2011 - Present
Argyle Executive Forum July 2010 - August 2010
Tucker Technology, Inc. September 2003 - September 2009
Bank of America 1999 - 2001
Bank of America 1999 - 2001
Skills
Business Strategy, Marketing Strategy, Budgets, Management, Start-ups, Business Development, Strategic Planning, Entrepreneurship, New Business Development, Management Consulting, Business Planning, Contract Negotiation, Team Building, Marketing, Due Diligence, Operations Management, Negotiation, Program Management, Leadership Development, Leadership, Executive Management, Sales, Analysis
Education
Harvard Business School 2009 — 2011
MBA, General Management
St. John's University, The Peter J. Tobin College of Business
BS, Marketing
Tucker Technology, Inc. August 2011 - Present
Argyle Executive Forum July 2010 - August 2010
Tucker Technology, Inc. September 2003 - September 2009
Bank of America 1999 - 2001
Bank of America 1999 - 2001
Skills
Business Strategy, Marketing Strategy, Budgets, Management, Start-ups, Business Development, Strategic Planning, Entrepreneurship, New Business Development, Management Consulting, Business Planning, Contract Negotiation, Team Building, Marketing, Due Diligence, Operations Management, Negotiation, Program Management, Leadership Development, Leadership, Executive Management, Sales, Analysis
Education
Harvard Business School 2009 — 2011
MBA, General Management
St. John's University, The Peter J. Tobin College of Business
BS, Marketing
Richard Galvan Richard Galvan's Bank of America Experience September 2006 - December 2006
Job Junior Captain, Investment Banking, Cornell University Risk Recruiting bei J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2010 - Present
J.P. Morgan June 2009 - Present
educarm 2008 - 2009
Jeff Fortenberry August 2007 - September 2007
Bank of America September 2006 - December 2006
Skills
Valuation, ALM, Asset Allocation, Risk Assessment, Economic Capital, Quantitative Finance, Spanish-English
Education
Harvard Business School 2006 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
J.P. Morgan October 2010 - Present
J.P. Morgan June 2009 - Present
educarm 2008 - 2009
Jeff Fortenberry August 2007 - September 2007
Bank of America September 2006 - December 2006
Skills
Valuation, ALM, Asset Allocation, Risk Assessment, Economic Capital, Quantitative Finance, Spanish-English
Education
Harvard Business School 2006 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS)
Sarfaraz Abdullah Sarfaraz Abdullah's Bank of America Experience January 2003 - November 2011
Job Technology Executive
Industry Banking
Experience
Prolifics January 2013 - June 2014
Toyota Financial Services July 2012 - December 2012
Bank of America January 2003 - November 2011
Astera Software July 1994 - December 2002
Technology Consultant 1989 - 1994
Skills
Technology Solutions..., Turnaround Specialist, Technology Solutions..., IT Strategy, Enterprise Architecture, Consulting, Cloud Computing, Banking, Vendor Management, Portfolio Management, SDLC, Analytics, Business Intelligence, Process Improvement, Information Technology, Integration, Outsourcing, Program Management, Technology Solutions
Education
Harvard School of Public Health 1986 — 1988
MSc, Health Policy and Management
Prolifics January 2013 - June 2014
Toyota Financial Services July 2012 - December 2012
Bank of America January 2003 - November 2011
Astera Software July 1994 - December 2002
Technology Consultant 1989 - 1994
Skills
Technology Solutions..., Turnaround Specialist, Technology Solutions..., IT Strategy, Enterprise Architecture, Consulting, Cloud Computing, Banking, Vendor Management, Portfolio Management, SDLC, Analytics, Business Intelligence, Process Improvement, Information Technology, Integration, Outsourcing, Program Management, Technology Solutions
Education
Harvard School of Public Health 1986 — 1988
MSc, Health Policy and Management
Elizabeth Brockelman Elizabeth Brockelman's Bank of America Experience February 2006 - September 2010
Job Financial and Client Management Executive; Realtor
Industry Financial Services
Experience
Florida Capital Bank October 2012 - Present
Watson Realty Corp. February 2011 - Present
Bank of America February 2006 - September 2010
MBNA 2003 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch Credit Corporation 1998 - 2000
Barnett Banks, Inc. 1990 - 1998
Barnett Bank 1990 - 1998
Crestar Bank 1986 - 1990
Skills
Financial Analysis, Analysis, Mortgage Lending, Strategic Financial..., Loans, Investments, Strategic Planning, Marketing, Accounting, Real Estate, Credit, Finance, Forecasting, Management, Portfolio Management, Financial Risk, Sales, Financial Services, Real Estate Transactions, Negotiation, Credit Risk, Banking, Mergers & Acquisitions, Financial Planning, Selling
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1971 — 1975
B. S. Commerce, Accounting
Florida Capital Bank October 2012 - Present
Watson Realty Corp. February 2011 - Present
Bank of America February 2006 - September 2010
MBNA 2003 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1998 - 2000
Merrill Lynch Credit Corporation 1998 - 2000
Barnett Banks, Inc. 1990 - 1998
Barnett Bank 1990 - 1998
Crestar Bank 1986 - 1990
Skills
Financial Analysis, Analysis, Mortgage Lending, Strategic Financial..., Loans, Investments, Strategic Planning, Marketing, Accounting, Real Estate, Credit, Finance, Forecasting, Management, Portfolio Management, Financial Risk, Sales, Financial Services, Real Estate Transactions, Negotiation, Credit Risk, Banking, Mergers & Acquisitions, Financial Planning, Selling
Education
Harvard Business School 1978 — 1980
MBA
University of Virginia 1971 — 1975
B. S. Commerce, Accounting
Lynne Wilson Lynne Wilson's Bank of America Experience 1995 - 1996
Job Angel Investor & Entrepreneur
Industry Computer Software
Experience
Private Angel Investor 2014 - Present
Dassault Systèmes 2013 - 2014
Dassault Systemes 2006 - 2013
WSI Corp (The Weather Channel Companies) 2002 - 2006
iKena Inc. (acquired by Net2Phone) 1999 - 2001
Fidelity Investments 1996 - 1999
Bank of America 1995 - 1996
Momentum Inc. 1994 - 1995
Lotus One Source (now Avention) 1987 - 1993
Skills
Product Management, E-commerce, Marketing, SaaS, Enterprise Software, Start-ups, Strategic Partnerships, Go-to-market Strategy, Business Strategy, Strategy, Cloud Computing, Product Marketing, Business Development, Product Lifecycle..., Entrepreneurship, Solution Selling, Software Development, Product Development, Business Alliances, Competitive Analysis, Mobile Devices, Lead Generation, Online Marketing, Analytics
Education
Harvard Business School
MBA
Harvard University
Trinity College-Hartford
B.A., Economics, with Honors
Private Angel Investor 2014 - Present
Dassault Systèmes 2013 - 2014
Dassault Systemes 2006 - 2013
WSI Corp (The Weather Channel Companies) 2002 - 2006
iKena Inc. (acquired by Net2Phone) 1999 - 2001
Fidelity Investments 1996 - 1999
Bank of America 1995 - 1996
Momentum Inc. 1994 - 1995
Lotus One Source (now Avention) 1987 - 1993
Skills
Product Management, E-commerce, Marketing, SaaS, Enterprise Software, Start-ups, Strategic Partnerships, Go-to-market Strategy, Business Strategy, Strategy, Cloud Computing, Product Marketing, Business Development, Product Lifecycle..., Entrepreneurship, Solution Selling, Software Development, Product Development, Business Alliances, Competitive Analysis, Mobile Devices, Lead Generation, Online Marketing, Analytics
Education
Harvard Business School
MBA
Harvard University
Trinity College-Hartford
B.A., Economics, with Honors
Michelle Taylor-Jones's Bank of America Experience January 2002 - April 2004
Job Founder and CEO The Taylor Group LLC
Industry Executive Office
Experience
Mass Mutual Financial Group July 2011 - January 2013
EMC November 2006 - July 2011
Taylor Jones Consulting Group May 2004 - November 2006
Bank of America January 2002 - April 2004
Skills
Talent Acquisition, Leadership Development, Strategic Planning, Organizational..., Talent Management, Coaching, Deferred Compensation, Process Improvement, Performance Management, Employee Relations, HRIS, Management, Community Outreach, Training, Organizational..., Event Planning, Recruiting, Strategy, Workshop Facilitation, Succession Planning, Organizational Design, New Business Development, Team Leadership, Change Management, Program Management, Fundraising, Workforce Planning, Employee Engagement, Marketing, Negotiation, Personnel Management, Onboarding, Career Development, Applicant Tracking..., Business Strategy, Public Speaking, Management Consulting, Policy, Vendor Management, Conflict Resolution, Employee Benefits, Public Relations, Executive Coaching, Project Management, Advertising, Leadership, Team Building, Human Resources, Diversity & Inclusion, Interviews
Education
Salem State University 1982 — 1986
Bachelor of Science, Business and Accounting
Harvard Business School
Graduate courses, Business Administration and Management, General
Mass Mutual Financial Group July 2011 - January 2013
EMC November 2006 - July 2011
Taylor Jones Consulting Group May 2004 - November 2006
Bank of America January 2002 - April 2004
Skills
Talent Acquisition, Leadership Development, Strategic Planning, Organizational..., Talent Management, Coaching, Deferred Compensation, Process Improvement, Performance Management, Employee Relations, HRIS, Management, Community Outreach, Training, Organizational..., Event Planning, Recruiting, Strategy, Workshop Facilitation, Succession Planning, Organizational Design, New Business Development, Team Leadership, Change Management, Program Management, Fundraising, Workforce Planning, Employee Engagement, Marketing, Negotiation, Personnel Management, Onboarding, Career Development, Applicant Tracking..., Business Strategy, Public Speaking, Management Consulting, Policy, Vendor Management, Conflict Resolution, Employee Benefits, Public Relations, Executive Coaching, Project Management, Advertising, Leadership, Team Building, Human Resources, Diversity & Inclusion, Interviews
Education
Salem State University 1982 — 1986
Bachelor of Science, Business and Accounting
Harvard Business School
Graduate courses, Business Administration and Management, General
Nick Primola Nick Primola's Bank of America Experience 1994 - 1997
Job SVP, Marketing Education and CMO Initiatives at ANA Association of National Advertisers
Industry Marketing and Advertising
Experience
ANA - Association of National Advertisers February 2013 - Present
ANA - Association of National Advertisers July 2011 - January 2013
Citizens Financial Group April 2003 - July 2011
OgilvyOne October 1999 - March 2003
Young & Rubicam Brands 1997 - 1999
Bank of America 1994 - 1997
Skills
Marketing Strategy, Organizational..., Financial Services, Integrated Marketing, Cross-functional Team..., Engaging Public Speaker, Educational Leadership, Internet Entrepreneur, Organizational Structure, Strategy, Analytics, Marketing, Sales, Direct Marketing, Strategic Planning, Management, Employee Training, Marketing Research, Digital Marketing, Marketing Communications, Advertising, Segmentation, Email Marketing, Digital Strategy, Social Media Marketing, Multi-channel Marketing, Online Advertising, Relationship Marketing, Brand Management, Customer Acquisition, Strategic Partnerships, Interactive Marketing, CRM, Customer Insight, Mobile Marketing, B2B Marketing, Brand Development, Direct Mail, Marketing Management, Corporate Branding, Online Marketing, Database Marketing, Media Planning
Education
Harvard Business School 2008 — 2008
Sr. Manager Program, Strategy & Service Excellence
London Business School 2006 — 2006
Executive Education, Marketing Leadership Programme
Villanova University 1987 — 1991
BA, General Arts
Bishop Egan, HS
saint ignatius
ANA - Association of National Advertisers February 2013 - Present
ANA - Association of National Advertisers July 2011 - January 2013
Citizens Financial Group April 2003 - July 2011
OgilvyOne October 1999 - March 2003
Young & Rubicam Brands 1997 - 1999
Bank of America 1994 - 1997
Skills
Marketing Strategy, Organizational..., Financial Services, Integrated Marketing, Cross-functional Team..., Engaging Public Speaker, Educational Leadership, Internet Entrepreneur, Organizational Structure, Strategy, Analytics, Marketing, Sales, Direct Marketing, Strategic Planning, Management, Employee Training, Marketing Research, Digital Marketing, Marketing Communications, Advertising, Segmentation, Email Marketing, Digital Strategy, Social Media Marketing, Multi-channel Marketing, Online Advertising, Relationship Marketing, Brand Management, Customer Acquisition, Strategic Partnerships, Interactive Marketing, CRM, Customer Insight, Mobile Marketing, B2B Marketing, Brand Development, Direct Mail, Marketing Management, Corporate Branding, Online Marketing, Database Marketing, Media Planning
Education
Harvard Business School 2008 — 2008
Sr. Manager Program, Strategy & Service Excellence
London Business School 2006 — 2006
Executive Education, Marketing Leadership Programme
Villanova University 1987 — 1991
BA, General Arts
Bishop Egan, HS
saint ignatius
Robert Simsic Robert Simsic's Bank of America Experience November 1996 - September 2013
Job Vice President, Hosting & Engineering Services at Fannie Mae
Industry Financial Services
Experience
Fannie Mae September 2013 - Present
Bank of America November 1996 - September 2013
Bank of America 2003 - 2010
Bank of America 1996 - 2003
J. A. Jones Applied Research 1995 - 1996
Skills
Banking, Risk Management, Security, Vendor Management, Portfolio Management, Financial Services, Credit, IT Strategy, SDLC, Business Analysis, Process Improvement, Loans, Credit Cards, Commercial Lending, Financial Risk, Analysis, Business Process..., Disaster Recovery, Enterprise Architecture, Governance, Network Design, Strategic Planning, Data Center, Integration, Managed Services, Outsourcing, Leadership, Project Portfolio..., Networking, Information Technology, Relationship Management, PMO, Telecommunications, Contract Negotiation, Servers, Infrastructure, Mergers & Acquisitions, Team Building, IT Management, Program Management, WAN, Business Continuity
Education
Harvard Business School
Executive Leadership Program
North Carolina State University
Fannie Mae September 2013 - Present
Bank of America November 1996 - September 2013
Bank of America 2003 - 2010
Bank of America 1996 - 2003
J. A. Jones Applied Research 1995 - 1996
Skills
Banking, Risk Management, Security, Vendor Management, Portfolio Management, Financial Services, Credit, IT Strategy, SDLC, Business Analysis, Process Improvement, Loans, Credit Cards, Commercial Lending, Financial Risk, Analysis, Business Process..., Disaster Recovery, Enterprise Architecture, Governance, Network Design, Strategic Planning, Data Center, Integration, Managed Services, Outsourcing, Leadership, Project Portfolio..., Networking, Information Technology, Relationship Management, PMO, Telecommunications, Contract Negotiation, Servers, Infrastructure, Mergers & Acquisitions, Team Building, IT Management, Program Management, WAN, Business Continuity
Education
Harvard Business School
Executive Leadership Program
North Carolina State University
Ghislain Gouraige Ghislain Gouraige's Bank of America Experience 2004 - 2006
Job Senior Vice PresidentPrivate Wealth Advisor at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2006 - Present
Bank of America 2004 - 2006
Lehman Brothers 2000 - 2004
Merrill Lynch 1993 - 2000
Education
Harvard Law School 1981 — 1984
JD
University of Pennsylvania 1978 — 1980
UBS Wealth Management 2006 - Present
Bank of America 2004 - 2006
Lehman Brothers 2000 - 2004
Merrill Lynch 1993 - 2000
Education
Harvard Law School 1981 — 1984
JD
University of Pennsylvania 1978 — 1980
Len Mariani Len Mariani's Bank of America Experience February 1998 - May 1999
Job SVP, Travelers Companies
Industry Consumer Services
Experience
Travelers Companies December 2010 - Present
Engine, LLC June 2009 - June 2012
Career Education Corporation October 2007 - June 2009
AT&T June 1999 - January 2007
Bank of America February 1998 - May 1999
AIG Domestic Brokerage Group May 1996 - January 1998
GE Capital, Retailer Financial Services December 1994 - May 1996
McKinsey & Company January 1991 - November 1994
GE June 1983 - December 1990
Skills
Direct Marketing, Product Development, Start-ups, Business Development, Mergers, Sales, Digital Media, Product Innovation, Direct to Consumer, Customer Acquisition, Strategic Planning, Marketing Strategy, Cross-functional Team..., Analytics, Segmentation, Product Management, Change Management, Process Improvement, Mergers & Acquisitions, Strategy, Business Strategy, Management, Strategic Partnerships, Leadership, Marketing, Integrated Marketing, Executive Management
Education
Harvard Business School 1986 — 1988
MBA
University of Pittsburgh 1979 — 1983
BSME
Travelers Companies December 2010 - Present
Engine, LLC June 2009 - June 2012
Career Education Corporation October 2007 - June 2009
AT&T June 1999 - January 2007
Bank of America February 1998 - May 1999
AIG Domestic Brokerage Group May 1996 - January 1998
GE Capital, Retailer Financial Services December 1994 - May 1996
McKinsey & Company January 1991 - November 1994
GE June 1983 - December 1990
Skills
Direct Marketing, Product Development, Start-ups, Business Development, Mergers, Sales, Digital Media, Product Innovation, Direct to Consumer, Customer Acquisition, Strategic Planning, Marketing Strategy, Cross-functional Team..., Analytics, Segmentation, Product Management, Change Management, Process Improvement, Mergers & Acquisitions, Strategy, Business Strategy, Management, Strategic Partnerships, Leadership, Marketing, Integrated Marketing, Executive Management
Education
Harvard Business School 1986 — 1988
MBA
University of Pittsburgh 1979 — 1983
BSME
Gerald Gregg Toledo, CPA Gerald Gregg Toledo, CPA's Bank of America Experience June 2002 - September 2002
Job Founder, PresidentCEO at FGe Financial Resources, LLC
Industry Investment Management
Experience
FGe Financial Resources, LLC February 2003 - Present
PEPCO September 2002 - Present
SGV & Co. October 2002 - December 2002
Bank of America June 2002 - September 2002
Education
Harvard Law School 2007 — 2008
International Law-Law of the Sea, Law of the Sea
University of California, San Diego - The Rady School of Management 2003 — 2004
Accounting, Finance and Management Accounting
University of the Philippines 2002 — 2003
Accountancy, Finance and Management Accounting
FGe Financial Resources, LLC February 2003 - Present
PEPCO September 2002 - Present
SGV & Co. October 2002 - December 2002
Bank of America June 2002 - September 2002
Education
Harvard Law School 2007 — 2008
International Law-Law of the Sea, Law of the Sea
University of California, San Diego - The Rady School of Management 2003 — 2004
Accounting, Finance and Management Accounting
University of the Philippines 2002 — 2003
Accountancy, Finance and Management Accounting
Elvis Nelson Elvis Nelson's Bank of America Experience 1982 - 1988
Job Senior Financial Management Analyst at Federal Deposit Insurance Corp
Industry Banking
Experience
Federal Deposit Insurance Corp September 2012 - Present
Computer Sciences Corporation April 2005 - August 2008
Federal Deposit Insurance Corp 1990 - 2005
First Republic Bank October 1982 - May 1989
Bank of America 1982 - 1988
United States Air Force July 1962 - July 1982
Skills
Finance, Budgets, Internal Controls, Banking, Outsourcing, Process Improvement, Access, Credit, Accounting, Financial Analysis, Management, Analysis, Internal Audit, Business Analysis, Strategy, Policy, Auditing, Microsoft Excel, Program Management
Education
University of Central Oklahoma 1979 — 1981
BS, Accounting
Harvard Business School 1967 — 1969
MBA, Management
University of Nebraska at Omaha 1958 — 1962
BA, Psychology
Federal Deposit Insurance Corp September 2012 - Present
Computer Sciences Corporation April 2005 - August 2008
Federal Deposit Insurance Corp 1990 - 2005
First Republic Bank October 1982 - May 1989
Bank of America 1982 - 1988
United States Air Force July 1962 - July 1982
Skills
Finance, Budgets, Internal Controls, Banking, Outsourcing, Process Improvement, Access, Credit, Accounting, Financial Analysis, Management, Analysis, Internal Audit, Business Analysis, Strategy, Policy, Auditing, Microsoft Excel, Program Management
Education
University of Central Oklahoma 1979 — 1981
BS, Accounting
Harvard Business School 1967 — 1969
MBA, Management
University of Nebraska at Omaha 1958 — 1962
BA, Psychology
Kimble Lewis, MBA. Innovation and Strategy Executive Kimble Lewis, MBA. Innovation and Strategy Executive's Bank of America Experience 2005 - 2008
Job Board Director. Entrepreneur. Past Senior Executive Capital One, Bank of America, JPMorgan Chase, and Citigroup
Industry Management Consulting
Experience
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Jason Cagle's Bank of America Experience February 2004 - October 2006
Job Head of Treasury & Payment Sales
Industry Banking
Experience
SunTrust August 2015 - Present
SunTrust Robinson Humphrey March 2013 - August 2015
SunTrust Bank October 2006 - March 2013
Bank of America February 2004 - October 2006
Bank of America February 2001 - February 2004
NationsBank August 1998 - March 2001
Skills
Sales Presentations, Closing Deals, Financial Risk..., Sales Growth, Product Diversification, Capital Markets, Fixed Income, Sales, Strategy, Series 7, Bloomberg, Portfolio Management, Financial Services, Financial Modeling, Risk Management, Middle Market, Interest Rate Swaps, Banking, Finance, Financial Analysis, Mergers & Acquisitions, Derivatives, Leadership, Equities, Management, Deal Closure
Education
Harvard University 1994 — 1998
Bachelor of Arts, Government
Northwest Cabarrus High School 1990 — 1994
Concord, NC
SunTrust August 2015 - Present
SunTrust Robinson Humphrey March 2013 - August 2015
SunTrust Bank October 2006 - March 2013
Bank of America February 2004 - October 2006
Bank of America February 2001 - February 2004
NationsBank August 1998 - March 2001
Skills
Sales Presentations, Closing Deals, Financial Risk..., Sales Growth, Product Diversification, Capital Markets, Fixed Income, Sales, Strategy, Series 7, Bloomberg, Portfolio Management, Financial Services, Financial Modeling, Risk Management, Middle Market, Interest Rate Swaps, Banking, Finance, Financial Analysis, Mergers & Acquisitions, Derivatives, Leadership, Equities, Management, Deal Closure
Education
Harvard University 1994 — 1998
Bachelor of Arts, Government
Northwest Cabarrus High School 1990 — 1994
Concord, NC
Gina Thompson's Bank of America Experience June 2015 - Present
Job AVP, Human Resources, Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Sprint June 2014 - August 2014
Public Consulting Group July 2010 - August 2013
Country Music Hall Of Fame and Museum August 2011 - January 2012
US Federal Government May 2010 - August 2010
Skills
Data Analysis, PowerPoint, Event Planning, Project Management, Interviews, Proposal Writing, Social Media, Microsoft Excel, Microsoft Office, Public Speaking, Research, Microsoft Word, Social Networking, Social Media Marketing, Marketing, Leadership, Team Leadership, Strategic Consulting, Management Consulting, Fundraising, Management, Business Strategy, Public Relations, Cultural Diversity, Communication
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Harvard Business School
Strategic Management
Vanderbilt University
Bachelors of Science, Human and Organizational Development
St. Cecilia Academy
High School Diploma
Bank of America June 2015 - Present
Sprint June 2014 - August 2014
Public Consulting Group July 2010 - August 2013
Country Music Hall Of Fame and Museum August 2011 - January 2012
US Federal Government May 2010 - August 2010
Skills
Data Analysis, PowerPoint, Event Planning, Project Management, Interviews, Proposal Writing, Social Media, Microsoft Excel, Microsoft Office, Public Speaking, Research, Microsoft Word, Social Networking, Social Media Marketing, Marketing, Leadership, Team Leadership, Strategic Consulting, Management Consulting, Fundraising, Management, Business Strategy, Public Relations, Cultural Diversity, Communication
Education
Vanderbilt University - Owen Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Harvard Business School
Strategic Management
Vanderbilt University
Bachelors of Science, Human and Organizational Development
St. Cecilia Academy
High School Diploma
Michael Blazin Michael Blazin's Bank of America Experience June 1986 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America June 1986 - Present
Proctor & Gamble Manufacturing Company July 1985 - June 1986
US Navy June 1977 - June 1983
Skills
Six Sigma, Operations Management, PMP, Process Engineering, Change Management, Process Improvement
Education
The Johns Hopkins University - Carey Business School 1992 — 1995
MS, Information Systems
Harvard Business School 1983 — 1985
MBA, Operations Management and Supervision
United States Naval Academy 1973 — 1977
BS, Engineering Physics
Bank of America June 1986 - Present
Proctor & Gamble Manufacturing Company July 1985 - June 1986
US Navy June 1977 - June 1983
Skills
Six Sigma, Operations Management, PMP, Process Engineering, Change Management, Process Improvement
Education
The Johns Hopkins University - Carey Business School 1992 — 1995
MS, Information Systems
Harvard Business School 1983 — 1985
MBA, Operations Management and Supervision
United States Naval Academy 1973 — 1977
BS, Engineering Physics
Delvin Champagne, MS, CHES Delvin Champagne, MS, CHES's Bank of America Experience November 1995 - January 1999
Job Occupational TherapyCOTA/L, Health EducationCHES
Industry Health, Wellness and Fitness
Experience
Beltway Rehab Pros, LLC December 2006 - Present
U.S. House of Representatives August 2009 - January 2010
United States Department of Defense April 2002 - September 2002
Bank of America November 1995 - January 1999
Skills
Public Speaking, Strategic Planning, Policy, Team Building, Government, Non-profits, Healthcare, Public Policy, Event Planning, Policy Analysis, Training, Program Management, Research, Event Management, Change Management, Nonprofits, Staff Development, Strategic Communications
Education
Harvard University 2009 — 2013
Visiting Scholars Research Fellowship, Oral Health Policy & Epidemiology
Howard University 2007 — 2014
MS, Health Education & Policy
Norfolk State University 1998 — 2002
BS, Exercise Science
Tidewater Community College 2003 — 2006
AS, Occupational Therapy
Beltway Rehab Pros, LLC December 2006 - Present
U.S. House of Representatives August 2009 - January 2010
United States Department of Defense April 2002 - September 2002
Bank of America November 1995 - January 1999
Skills
Public Speaking, Strategic Planning, Policy, Team Building, Government, Non-profits, Healthcare, Public Policy, Event Planning, Policy Analysis, Training, Program Management, Research, Event Management, Change Management, Nonprofits, Staff Development, Strategic Communications
Education
Harvard University 2009 — 2013
Visiting Scholars Research Fellowship, Oral Health Policy & Epidemiology
Howard University 2007 — 2014
MS, Health Education & Policy
Norfolk State University 1998 — 2002
BS, Exercise Science
Tidewater Community College 2003 — 2006
AS, Occupational Therapy
Dan Letendre Dan Letendre's Bank of America Experience March 2009 - Present
Job Bank of America
Industry Financial Services
Experience
Bank of America March 2009 - Present
Merrill Lynch September 2005 - March 2009
JP Morgan Chase 1989 - 2005
Booz Allen Hamilton 1986 - 1989
Education
Harvard Business School 1984 — 1986
MBA
Manhattan College 1981 — 1984
BS, Finance, Computer Systems
Bank of America March 2009 - Present
Merrill Lynch September 2005 - March 2009
JP Morgan Chase 1989 - 2005
Booz Allen Hamilton 1986 - 1989
Education
Harvard Business School 1984 — 1986
MBA
Manhattan College 1981 — 1984
BS, Finance, Computer Systems
Gina V Hall's Bank of America Experience 1982 - 1985
Job at The Carbon Trust
Industry Renewables & Environment
Experience
The Carbon Trust July 2008 - Present
Hill Station plc 1996 - 2007
Monsanto 1990 - 1995
J.P. Morgan 1986 - 1989
Bank of America 1982 - 1985
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of California, Davis 1980 — 1982
BS, Agricultural & Managerial Economics
Gavilan College 1978 — 1980
Associate of Arts (A.A.)
The Carbon Trust July 2008 - Present
Hill Station plc 1996 - 2007
Monsanto 1990 - 1995
J.P. Morgan 1986 - 1989
Bank of America 1982 - 1985
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of California, Davis 1980 — 1982
BS, Agricultural & Managerial Economics
Gavilan College 1978 — 1980
Associate of Arts (A.A.)
Ana Dyer's Bank of America Experience June 1997 - December 2005
Job Director of Sales & Business Development at Federal Home Loan Bank of Boston
Industry Banking
Experience
Federal Home Loan Bank of Boston November 2012 - Present
Webster Bank 2005 - November 2012
Bank of America June 1997 - December 2005
Skills
Small Business Lending, Small Business, Cash Flow Management, Real Estate Financing, Loan Structuring, Commercial Lending, Sales Management, Cash Flow, Financial Structuring, Mortgage Banking, Credit Risk, Asset Managment, Credit, Capital Markets, Credit Analysis, New Business Development, Relationship Management, Due Diligence, Wealth Management, Loans, Banking, Finance, Asset Management, Commercial Banking, Portfolio Management, Investments, Mortgage Lending
Education
Harvard University 1985 — 1989
AB, Economics
New Bedford High School 1981 — 1985
Federal Home Loan Bank of Boston November 2012 - Present
Webster Bank 2005 - November 2012
Bank of America June 1997 - December 2005
Skills
Small Business Lending, Small Business, Cash Flow Management, Real Estate Financing, Loan Structuring, Commercial Lending, Sales Management, Cash Flow, Financial Structuring, Mortgage Banking, Credit Risk, Asset Managment, Credit, Capital Markets, Credit Analysis, New Business Development, Relationship Management, Due Diligence, Wealth Management, Loans, Banking, Finance, Asset Management, Commercial Banking, Portfolio Management, Investments, Mortgage Lending
Education
Harvard University 1985 — 1989
AB, Economics
New Bedford High School 1981 — 1985
Joseph Hawk Joseph Hawk's Bank of America Experience
Job Legal Services, LLP
Industry Law Enforcement
Experience
Bank of America
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Risk Management, Financial Analysis, Mortgage Banking, Credit Risk, Commercial Banking, Retail Banking
Education
Harvard Law School
Juris Doctor (J.D.)
University of Massachusetts Boston
Bachelor's Degree
Bank of America
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Portfolio Management, Risk Management, Financial Analysis, Mortgage Banking, Credit Risk, Commercial Banking, Retail Banking
Education
Harvard Law School
Juris Doctor (J.D.)
University of Massachusetts Boston
Bachelor's Degree
Traci Kamil Traci Kamil's Bank of America Experience 2010 - July 2011
Job Human Resources Executive
Industry Human Resources
Experience
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
JPMorgan Chase July 2011 - Present
Bank of America 2010 - July 2011
Merrill Lynch 1999 - 2009
Bankers Trust 1990 - 1999
Skills
Deferred Compensation, Performance Management, Onboarding, Talent Management, Recruiting, Leadership, Management, Personnel Management, Training, Leadership Development, Talent Acquisition, Human Resources, Employee Engagement, Organizational..., Employee Relations, Succession Planning, Change Management, Employment Law
Education
Union College
Bachelor's degree, Economics and Psychology
Harvard Business School
Executive Education, Strategic Human Resources Management
Shahram Seyedin-Noor's Bank of America Experience 2005 - 2006
Job Executive Chairman, Rgenix
Industry Biotechnology
Experience
Rgenix 2010 - Present
Startups (Counsyl, Omada, Bina) 2005 - Present
GraphDive 2010 - 2014
NextBio 2006 - 2009
Bank of America 2005 - 2006
Cooley LLP 2002 - 2005
Goldman Sachs & Co. 2000 - 2002
Wilson Sonsini Goodrich & Rosati 1999 - 2000
Skills
Start-ups, Entrepreneurship, Business Development, Finance, Strategy, Analytics, Strategic Partnerships, E-commerce, IPO, Mergers & Acquisitions, Private Equity, Venture Capital, Biotechnology, Product Marketing, Product Development, SaaS, Executive Management, Angel Investing, Leadership, Lead Generation, Corporate Development, Management, Business Strategy
Education
Harvard Law School 1996 — 1999
JD
Pomona College 1992 — 1996
BA, Economics
Sunset High School 1989 — 1992
Diploma, Valedictorian
Rgenix 2010 - Present
Startups (Counsyl, Omada, Bina) 2005 - Present
GraphDive 2010 - 2014
NextBio 2006 - 2009
Bank of America 2005 - 2006
Cooley LLP 2002 - 2005
Goldman Sachs & Co. 2000 - 2002
Wilson Sonsini Goodrich & Rosati 1999 - 2000
Skills
Start-ups, Entrepreneurship, Business Development, Finance, Strategy, Analytics, Strategic Partnerships, E-commerce, IPO, Mergers & Acquisitions, Private Equity, Venture Capital, Biotechnology, Product Marketing, Product Development, SaaS, Executive Management, Angel Investing, Leadership, Lead Generation, Corporate Development, Management, Business Strategy
Education
Harvard Law School 1996 — 1999
JD
Pomona College 1992 — 1996
BA, Economics
Sunset High School 1989 — 1992
Diploma, Valedictorian
Ed Preuss's Bank of America Experience January 2007 - May 2007
Job CoFounder at Lemando
Industry Financial Services
Experience
Lemando March 2014 - Present
Edmond October 2012 - May 2013
Sankaty Advisors / Bain Capital July 2008 - July 2012
Bank of America January 2007 - May 2007
University of Notre Dame Investment Office June 2006 - December 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Lemando March 2014 - Present
Edmond October 2012 - May 2013
Sankaty Advisors / Bain Capital July 2008 - July 2012
Bank of America January 2007 - May 2007
University of Notre Dame Investment Office June 2006 - December 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Jessica V. Hoffman's Bank of America Experience June 2014 - Present
Job Assistant Vice President, Consumer MBA Leadership Development Program at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
University of Connecticut September 2013 - May 2014
Bank of America June 2013 - August 2013
Seiger Gfeller Laurie, LLP November 2009 - August 2012
Babson Capital Management, LLC November 2007 - November 2009
Massachusetts Office of the Attorney General June 2006 - August 2006
Skills
Legal Research, Westlaw, Public Speaking, Fraud, Standards Compliance, Civil Litigation, Document Review, Trials, PowerPoint, Asset Management, Commercial Litigation, Product Liability, Purchasing Negotiation, Contract Negotiation, Asset Managment, Presentations, Document Drafting, Auditing, Budget Reconciliation, Budget Setting, Microsoft Excel, Corporate Finance, Project Management, Project Planning, Business Strategy, Workshop Facilitation, Business Coaching, Quantitative Research, International..., International Business, International Finance, Data Management, Technology Planning, Quality Assurance, Patents, Leadership, Management
Education
Harvard University 2013 — 2015
Certificate of Strategic Management, Harvard Extension School
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 2004 — 2007
BA, Major: Legal Studies Minor: Anthropology
Bank of America June 2014 - Present
University of Connecticut September 2013 - May 2014
Bank of America June 2013 - August 2013
Seiger Gfeller Laurie, LLP November 2009 - August 2012
Babson Capital Management, LLC November 2007 - November 2009
Massachusetts Office of the Attorney General June 2006 - August 2006
Skills
Legal Research, Westlaw, Public Speaking, Fraud, Standards Compliance, Civil Litigation, Document Review, Trials, PowerPoint, Asset Management, Commercial Litigation, Product Liability, Purchasing Negotiation, Contract Negotiation, Asset Managment, Presentations, Document Drafting, Auditing, Budget Reconciliation, Budget Setting, Microsoft Excel, Corporate Finance, Project Management, Project Planning, Business Strategy, Workshop Facilitation, Business Coaching, Quantitative Research, International..., International Business, International Finance, Data Management, Technology Planning, Quality Assurance, Patents, Leadership, Management
Education
Harvard University 2013 — 2015
Certificate of Strategic Management, Harvard Extension School
The University of Connecticut School of Business 2012 — 2014
Master of Business Administration (MBA), International Business
University of Massachusetts, Amherst 2004 — 2007
BA, Major: Legal Studies Minor: Anthropology
Phil Brandmeier's Bank of America Experience April 1990 - April 1995
Job Chief Administrative Officer
Industry Facilities Services
Experience
Legacy PTLA, LLC September 2014 - Present
Legacy PTLA, LLC January 2013 - Present
PTLA, A Corporation 2010 - 2013
JDSU December 2007 - July 2009
Community Presbyterian Church October 2003 - March 2007
Sun Microsystems October 1997 - October 2001
Jones Lang LaSalle October 1996 - October 1997
Bank One April 1995 - October 1996
Bank of America April 1990 - April 1995
Johnson Wax Development Corporation September 1985 - April 1990
Skills
Budgets, Management, Design Research, Program Management, Tenant Improvement, LEED AP, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Real Estate, Contract Management, Vendor Management, Facilities Management, Real Estate Development, Contract Negotiation, Project Planning, Leases, Lease Administration, LEED, Space-planning, Project Management, Negotiation, Residential Homes, Sustainability, Commercial Real Estate, Architecture, Asset Managment, Portfolio Management, Disposition, Property Management, Strategic Planning, Change Management
Education
University of Notre Dame 1964 — 1969
bachelors of Engineering, Architecture
Harvard Business School
Master of Business Administration (MBA)
Legacy PTLA, LLC September 2014 - Present
Legacy PTLA, LLC January 2013 - Present
PTLA, A Corporation 2010 - 2013
JDSU December 2007 - July 2009
Community Presbyterian Church October 2003 - March 2007
Sun Microsystems October 1997 - October 2001
Jones Lang LaSalle October 1996 - October 1997
Bank One April 1995 - October 1996
Bank of America April 1990 - April 1995
Johnson Wax Development Corporation September 1985 - April 1990
Skills
Budgets, Management, Design Research, Program Management, Tenant Improvement, LEED AP, Location Intelligence, Real Estate Transactions, Corporate Real Estate, Real Estate, Contract Management, Vendor Management, Facilities Management, Real Estate Development, Contract Negotiation, Project Planning, Leases, Lease Administration, LEED, Space-planning, Project Management, Negotiation, Residential Homes, Sustainability, Commercial Real Estate, Architecture, Asset Managment, Portfolio Management, Disposition, Property Management, Strategic Planning, Change Management
Education
University of Notre Dame 1964 — 1969
bachelors of Engineering, Architecture
Harvard Business School
Master of Business Administration (MBA)
David R. Wiles David R. Wiles's Bank of America Experience December 1994 - September 2007
Job Director/partner at Goulston & Storrs
Industry Law Practice
Experience
Goulston & Storrs October 2013 - Present
Davis Polk & Wardwell LLP December 2011 - October 2013
Mayer Brown July 2008 - November 2011
Bank of America December 1994 - September 2007
Skills
Leveraged Finance, Syndicated Lending, Commercial Lending, Corporate Loans, Cross-border..., Loans, Banking, Credit, Corporate Finance, Syndications, Commercial Banking, Restructuring, Finance, Capital Markets, Corporate Law, Financial Services, Structured Finance, Derivatives, Due Diligence, Bankruptcy, Investment Banking, Financial Structuring, Securities Regulation, Securities, Private Equity, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
J.D., Law
University of South Carolina-Columbia 1980 — 1984
B.A.S., Philosophy & Politics
Goulston & Storrs October 2013 - Present
Davis Polk & Wardwell LLP December 2011 - October 2013
Mayer Brown July 2008 - November 2011
Bank of America December 1994 - September 2007
Skills
Leveraged Finance, Syndicated Lending, Commercial Lending, Corporate Loans, Cross-border..., Loans, Banking, Credit, Corporate Finance, Syndications, Commercial Banking, Restructuring, Finance, Capital Markets, Corporate Law, Financial Services, Structured Finance, Derivatives, Due Diligence, Bankruptcy, Investment Banking, Financial Structuring, Securities Regulation, Securities, Private Equity, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
J.D., Law
University of South Carolina-Columbia 1980 — 1984
B.A.S., Philosophy & Politics
Jeffrey Liu Jeffrey Liu's Bank of America Experience 2004 - January 2009
Job Global Sector Head | Technology | EY Transaction Advisory Services
Industry Information Technology and Services
Experience
EY Transaction Advisory Services July 2014 - Present
Ernst & Young 2010 - June 2014
Bank of America 2004 - January 2009
New Enterprise Associates February 2002 - June 2002
Deutsche Bank Alex. Brown 1998 - 2002
McKinsey & Company 1995 - 1998
Alex. Brown & Sons 1989 - 1991
Skills
Private Equity, Management, Investment Banking, Financial Analysis, Technical Analysis, Mergers & Acquisitions, Valuation, Finance, Venture Capital, Start-ups, Due Diligence, Financial Modeling, IPO, Strategy, Corporate Development, Corporate Finance, Capital Markets
Education
Stanford University Graduate School of Business 1991 — 1995
MBA
Stanford University Law School 1991 — 1995
JD
Harvard University 1984 — 1989
BA, Economics
EY Transaction Advisory Services July 2014 - Present
Ernst & Young 2010 - June 2014
Bank of America 2004 - January 2009
New Enterprise Associates February 2002 - June 2002
Deutsche Bank Alex. Brown 1998 - 2002
McKinsey & Company 1995 - 1998
Alex. Brown & Sons 1989 - 1991
Skills
Private Equity, Management, Investment Banking, Financial Analysis, Technical Analysis, Mergers & Acquisitions, Valuation, Finance, Venture Capital, Start-ups, Due Diligence, Financial Modeling, IPO, Strategy, Corporate Development, Corporate Finance, Capital Markets
Education
Stanford University Graduate School of Business 1991 — 1995
MBA
Stanford University Law School 1991 — 1995
JD
Harvard University 1984 — 1989
BA, Economics
Shaun Hunter Green Shaun Hunter Green's Bank of America Experience August 2010 - Present
Job SVP, Preferred Segment Marketing at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
Bank of America May 2009 - July 2010
Bank of America May 2007 - May 2009
Bank of America August 2005 - May 2007
Bank of America July 2004 - August 2005
Bank of America October 2002 - June 2004
SunTrust Bank May 2001 - October 2002
IXL, Inc. June 2000 - March 2001
Accenture October 1991 - September 1995
Hibernia National Bank October 1991 - September 1995
Skills
Banking, Retail Banking, Financial Services, Relationship Management, Direct Marketing, Segmentation, Strategic Planning, Customer Experience, Marketing Strategy, Mortgage Banking, Financial Analysis
Education
Harvard Business School 1999 — 2000
Masters of Business Administration (MBA), Business Administration and Management, General
Spelman College 1987 — 1991
Bachelor's degree, Economics
Bank of America August 2010 - Present
Bank of America May 2009 - July 2010
Bank of America May 2007 - May 2009
Bank of America August 2005 - May 2007
Bank of America July 2004 - August 2005
Bank of America October 2002 - June 2004
SunTrust Bank May 2001 - October 2002
IXL, Inc. June 2000 - March 2001
Accenture October 1991 - September 1995
Hibernia National Bank October 1991 - September 1995
Skills
Banking, Retail Banking, Financial Services, Relationship Management, Direct Marketing, Segmentation, Strategic Planning, Customer Experience, Marketing Strategy, Mortgage Banking, Financial Analysis
Education
Harvard Business School 1999 — 2000
Masters of Business Administration (MBA), Business Administration and Management, General
Spelman College 1987 — 1991
Bachelor's degree, Economics
James McNulty James McNulty's Bank of America Experience 2008 - 2009
Job Business Analyst at Novartis Vaccines and Diagnostics
Industry Financial Services
Experience
Novartis Vaccines and Diagnostics October 2013 - Present
NSTAR May 2012 - July 2013
IBM - National Grid September 2011 - May 2012
Mercer April 2011 - June 2011
Sovereign Bank August 2010 - January 2011
Bank of America 2008 - 2009
Commonwealth of Massachusetts 1986 - 2007
Commonwealth of Massachusetts 1986 - 2007
Fiscal Affairs Division 1999 - 2003
Skills
Data Analysis, Data Reporting, Access, Data Warehousing, Analysis, Databases, Vendor Management, Project Management, Requirements Gathering, Oracle, Software Documentation, SDLC, SAP, SQL, Business Analysis, Management, Business Requirements, Requirements Analysis, Process Improvement, Testing, Documentation
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Arts, Political Science and Government
Harvard University 1983 — 1985
Graduate and Undergraduate course studies
Novartis Vaccines and Diagnostics October 2013 - Present
NSTAR May 2012 - July 2013
IBM - National Grid September 2011 - May 2012
Mercer April 2011 - June 2011
Sovereign Bank August 2010 - January 2011
Bank of America 2008 - 2009
Commonwealth of Massachusetts 1986 - 2007
Commonwealth of Massachusetts 1986 - 2007
Fiscal Affairs Division 1999 - 2003
Skills
Data Analysis, Data Reporting, Access, Data Warehousing, Analysis, Databases, Vendor Management, Project Management, Requirements Gathering, Oracle, Software Documentation, SDLC, SAP, SQL, Business Analysis, Management, Business Requirements, Requirements Analysis, Process Improvement, Testing, Documentation
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor of Arts, Political Science and Government
Harvard University 1983 — 1985
Graduate and Undergraduate course studies
Emily Goergen Emily Goergen's Bank of America Experience June 2007 - August 2007
Job Vice President at Stonepeak Infrastructure Partners
Industry Financial Services
Experience
Stonepeak Infrastructure Partners August 2015 - Present
KKR July 2011 - July 2013
The Blackstone Group July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Bank of America June 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Pennsylvania 2005 — 2009
BS, Finance and Accounting
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance and Accounting
HEC School of Management 2007 — 2007
Paris, France - Semester Abroad
Divine Savior Holy Angels High School
Stonepeak Infrastructure Partners August 2015 - Present
KKR July 2011 - July 2013
The Blackstone Group July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Bank of America June 2007 - August 2007
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Pennsylvania 2005 — 2009
BS, Finance and Accounting
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Finance and Accounting
HEC School of Management 2007 — 2007
Paris, France - Semester Abroad
Divine Savior Holy Angels High School
Cassandra Ortiz's Bank of America Experience October 2007 - September 2008
Job Registrar and Collections Manager at the Fuller Craft Museum
Industry Museums and Institutions
Experience
Fuller Craft Museum June 2012 - Present
Joan Pearson Watkins Estate and Trust March 2014 - Present
Mass Audubon's Museum of American Bird Art June 2011 - March 2013
Mass Audubon April 2012 - August 2012
Sovereign Bank January 2009 - July 2010
Bank of America October 2007 - September 2008
Casual Male Retail Group June 2003 - October 2007
Panamerican Consultants, Inc. May 2006 - April 2007
Buffalo Museum of Science February 2005 - May 2006
Tommy Hilfiger April 2001 - April 2003
Skills
Cataloging, Outstanding Customer..., Administrative Support, Operations Management, Data Entry, Phone Etiquette, Microsoft Office, Field Work, TMS, Cash Handling, Art Systems, Art Handling, Exhibition Installation, Exhibition Design, Art Exhibitions, Museums, Museum Collections, Raiser's Edge, Anthropology, Exhibit Design, Art, Curating, Customer Service, History, Administrative..., Museum Education, Art History, Archaeology, Cultural Heritage, FileMaker, Photography, Visual Arts, Archival Research, Archives, Sculpture, Cash Flow, Arts Administration, Contemporary Art, Fine Art, Historical Research
Education
Harvard Extension School
Master's degree, Museology/Museum Studies
Harvard Extension School 2010 — 2014
Professional Graduate-Level Certificate in Museum Studies, Specializing in Collection Management and Art Registration.
State University of New York at Buffalo State College 2004 — 2006
Bachelor of Art, Anthropology
Stony Brook University 2001 — 2004
N/A, Anthropology
Fuller Craft Museum June 2012 - Present
Joan Pearson Watkins Estate and Trust March 2014 - Present
Mass Audubon's Museum of American Bird Art June 2011 - March 2013
Mass Audubon April 2012 - August 2012
Sovereign Bank January 2009 - July 2010
Bank of America October 2007 - September 2008
Casual Male Retail Group June 2003 - October 2007
Panamerican Consultants, Inc. May 2006 - April 2007
Buffalo Museum of Science February 2005 - May 2006
Tommy Hilfiger April 2001 - April 2003
Skills
Cataloging, Outstanding Customer..., Administrative Support, Operations Management, Data Entry, Phone Etiquette, Microsoft Office, Field Work, TMS, Cash Handling, Art Systems, Art Handling, Exhibition Installation, Exhibition Design, Art Exhibitions, Museums, Museum Collections, Raiser's Edge, Anthropology, Exhibit Design, Art, Curating, Customer Service, History, Administrative..., Museum Education, Art History, Archaeology, Cultural Heritage, FileMaker, Photography, Visual Arts, Archival Research, Archives, Sculpture, Cash Flow, Arts Administration, Contemporary Art, Fine Art, Historical Research
Education
Harvard Extension School
Master's degree, Museology/Museum Studies
Harvard Extension School 2010 — 2014
Professional Graduate-Level Certificate in Museum Studies, Specializing in Collection Management and Art Registration.
State University of New York at Buffalo State College 2004 — 2006
Bachelor of Art, Anthropology
Stony Brook University 2001 — 2004
N/A, Anthropology
Waldemar Jezler Waldemar Jezler's Bank of America Experience April 1984 - April 1988
Job President, Libra Capital LLC
Industry Investment Banking
Experience
Libra Capital LLC May 1989 - Present
First National Bank of Chicago April 1988 - May 1989
Bank of America April 1984 - April 1988
Booz Allen Hamilton 1975 - 1978
Skills
Investments, Fixed Income, Financial Structuring, Securities, Emerging Markets, Latin America, Structured Finance, Corporate Finance, Capital Markets, Investment Banking, Securitization, Precatórios, Distressed Debt, Brazilian Investments, Project Finance, Derivatives, Alternative Investments, Financial Markets, Hedge Funds, Due Diligence, Restructuring, Bonds, Asset Management, Valuation, Equities, IPO, Corporate Development, Investor Relations, Private Placements, Trading, Mergers & Acquisitions, Commodity, Portfolio Management
Education
Harvard Business School 1977 — 1979
MBA, General Management
Universidade de São Paulo 1971 — 1975
BS, Civil Engineering
Colégio Santa Cruz 1967 — 1970
High School, Engineering
Libra Capital LLC May 1989 - Present
First National Bank of Chicago April 1988 - May 1989
Bank of America April 1984 - April 1988
Booz Allen Hamilton 1975 - 1978
Skills
Investments, Fixed Income, Financial Structuring, Securities, Emerging Markets, Latin America, Structured Finance, Corporate Finance, Capital Markets, Investment Banking, Securitization, Precatórios, Distressed Debt, Brazilian Investments, Project Finance, Derivatives, Alternative Investments, Financial Markets, Hedge Funds, Due Diligence, Restructuring, Bonds, Asset Management, Valuation, Equities, IPO, Corporate Development, Investor Relations, Private Placements, Trading, Mergers & Acquisitions, Commodity, Portfolio Management
Education
Harvard Business School 1977 — 1979
MBA, General Management
Universidade de São Paulo 1971 — 1975
BS, Civil Engineering
Colégio Santa Cruz 1967 — 1970
High School, Engineering
Marc Scheipe Marc Scheipe's Bank of America Experience May 2002 - May 2007
Job Interim President and CFO at Sage North America
Industry Computer Software
Experience
Sage Software March 2013 - Present
Ally Financial Inc. February 2009 - March 2013
FrontStream Payments Inc. May 2007 - February 2009
Bank of America May 2002 - May 2007
United States Navy July 1990 - October 2000
Skills
Strategy, Process Improvement, Executive Management, Leadership, Program Management, Management, Team Building, Management Consulting, Risk Management, Operations Management, Strategic Planning, Budgets, Mergers, Cross-functional Team..., Managerial Finance, Forecasting, Vendor Management, Change Management, Business Strategy, Six Sigma, Strategic Leadership, CFOs, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Portfolio Management, Business Process..., Analytics, Financial Modeling, Enterprise Software, Start-ups, Business Development, Sales Operations, Acquisition Integration, P&L Management, Business Planning
Education
Harvard Business School 2000 — 2002
MBA, General Management
United States Naval Academy 1986 — 1990
BS, Systems Engineering
Sage Software March 2013 - Present
Ally Financial Inc. February 2009 - March 2013
FrontStream Payments Inc. May 2007 - February 2009
Bank of America May 2002 - May 2007
United States Navy July 1990 - October 2000
Skills
Strategy, Process Improvement, Executive Management, Leadership, Program Management, Management, Team Building, Management Consulting, Risk Management, Operations Management, Strategic Planning, Budgets, Mergers, Cross-functional Team..., Managerial Finance, Forecasting, Vendor Management, Change Management, Business Strategy, Six Sigma, Strategic Leadership, CFOs, Strategic Financial..., Mergers & Acquisitions, Financial Analysis, Portfolio Management, Business Process..., Analytics, Financial Modeling, Enterprise Software, Start-ups, Business Development, Sales Operations, Acquisition Integration, P&L Management, Business Planning
Education
Harvard Business School 2000 — 2002
MBA, General Management
United States Naval Academy 1986 — 1990
BS, Systems Engineering
Christy Durbin Christy Durbin's Bank of America Experience August 2004 - December 2005
Job Experienced general manager and entrepreneur interested in investing and advising early stage & high growth companies
Industry Marketing and Advertising
Experience
Red Ventures December 2005 - December 2013
Bank of America August 2004 - December 2005
Deloitte August 1999 - July 2002
Skills
Business Strategy, Strategy, Management, Strategic Partnerships, Marketing Strategy, Product Management, Leadership, General Management, Marketing Analytics, Online Marketing, Competitive Analysis, Growth Strategies, Analytics, Start-ups
Education
Harvard Business School
Master of Business Administration (MBA)
The College of William and Mary - The Mason School of Business
Red Ventures December 2005 - December 2013
Bank of America August 2004 - December 2005
Deloitte August 1999 - July 2002
Skills
Business Strategy, Strategy, Management, Strategic Partnerships, Marketing Strategy, Product Management, Leadership, General Management, Marketing Analytics, Online Marketing, Competitive Analysis, Growth Strategies, Analytics, Start-ups
Education
Harvard Business School
Master of Business Administration (MBA)
The College of William and Mary - The Mason School of Business
Eden Onwuka, MBA's Bank of America Experience 2014 - Present
Job Senior Relationship Manager at Bank of America
Industry Banking
Experience
Bank of America 2014 - Present
HuhuOnline 2012 - 2014
Sterling Bank Plc October 2005 - October 2012
Natura May 2012 - June 2012
Kip McGrath Education January 2004 - January 2005
Shell Petroleum Company June 2001 - June 2002
Skills
Customer Relations, Writing, English, Coaching, Administration, Customer Service, Banking, Performance Management, Financial Analysis, Public Speaking, Teamwork, Supervisory Skills, Corporate Social..., International Trade, Trade Finance, Editing, System Administration, Business Strategy, Team Building, Change Management, Strategic Planning, Project Management, Team Leadership, Microsoft Office, Management Consulting, Leadership, Human Resources, Negotiation, Marketing, Project Planning, Strategy, Analysis, Business Analysis, Business Development, Management, CRM, Training, International Business, Consulting, Market Research
Education
Harvard University 2012 — 2012
Applied Corporate Responsibility & Sustainability
Hult International Business School 2011 — 2012
MBA, Finance, Strategy and Corporate Social Responsibility, Dean List Nominee
Lagos State University 1998 — 2001
Bachelor of Arts & Humanities, English Language, Single Honors, Second Class Upper Division
Bank of America 2014 - Present
HuhuOnline 2012 - 2014
Sterling Bank Plc October 2005 - October 2012
Natura May 2012 - June 2012
Kip McGrath Education January 2004 - January 2005
Shell Petroleum Company June 2001 - June 2002
Skills
Customer Relations, Writing, English, Coaching, Administration, Customer Service, Banking, Performance Management, Financial Analysis, Public Speaking, Teamwork, Supervisory Skills, Corporate Social..., International Trade, Trade Finance, Editing, System Administration, Business Strategy, Team Building, Change Management, Strategic Planning, Project Management, Team Leadership, Microsoft Office, Management Consulting, Leadership, Human Resources, Negotiation, Marketing, Project Planning, Strategy, Analysis, Business Analysis, Business Development, Management, CRM, Training, International Business, Consulting, Market Research
Education
Harvard University 2012 — 2012
Applied Corporate Responsibility & Sustainability
Hult International Business School 2011 — 2012
MBA, Finance, Strategy and Corporate Social Responsibility, Dean List Nominee
Lagos State University 1998 — 2001
Bachelor of Arts & Humanities, English Language, Single Honors, Second Class Upper Division
Monique J. Croft Monique J. Croft's Bank of America Experience July 2011 - May 2013
Job Business Risk Consultant at Deloitte
Industry Accounting
Experience
Deloitte August 2015 - Present
Lazard Asset Management February 2015 - August 2015
National Association of Black Accountants Baruch College Chapter June 2014 - December 2014
Deloitte June 2013 - August 2014
Bank of America July 2011 - May 2013
Macy's November 2008 - September 2011
Skills
PowerPoint, Word, Customer Service, Excel, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Sales, Banking, Accounts Payable, Auditing, Financial Analysis, Financial Accounting, Accounting, Leadership
Education
Baruch College 2011 — 2014
Bachelors of Business Administration, Accounting, 3.51
Harvard Business School 2013 — 2013
Summer Venture in Management Program, Business development
Queensborough Community College 2009 — 2011
Associates, Business Administration, 3.77
Deloitte August 2015 - Present
Lazard Asset Management February 2015 - August 2015
National Association of Black Accountants Baruch College Chapter June 2014 - December 2014
Deloitte June 2013 - August 2014
Bank of America July 2011 - May 2013
Macy's November 2008 - September 2011
Skills
PowerPoint, Word, Customer Service, Excel, Microsoft Office, Retail, Microsoft Word, Microsoft Excel, Sales, Banking, Accounts Payable, Auditing, Financial Analysis, Financial Accounting, Accounting, Leadership
Education
Baruch College 2011 — 2014
Bachelors of Business Administration, Accounting, 3.51
Harvard Business School 2013 — 2013
Summer Venture in Management Program, Business development
Queensborough Community College 2009 — 2011
Associates, Business Administration, 3.77
Ashley Carrick's Bank of America Experience December 2005 - November 2009
Job MBA Candidate at Kellogg School of Management
Industry Internet
Experience
Google January 2012 - Present
Goldman Sachs & Co July 2010 - January 2012
Bank of America December 2005 - November 2009
Google Inc June 2009 - August 2009
Google Inc May 2008 - August 2008
Google Inc May 2007 - August 2007
Skills
Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Banking, Project Management, Visio, Analysis, Essbase, Strategy, Finance, Data Analysis, Financial Forecasting, Accounts Payable, Microsoft Office, Due Diligence, Business Analysis, Risk Management, Valuation, Financial Reporting, Sarbanes-Oxley Act, Economics, Sales, SQL, Analytics, Internal Controls, Mergers & Acquisitions, Training
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
Universidad Carlos III de Madrid 2010 — 2010
Study Abroad: Hispanic Studies, University of California Abroad Program
Harvard Business School
Summer Venture in Management Program
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Google January 2012 - Present
Goldman Sachs & Co July 2010 - January 2012
Bank of America December 2005 - November 2009
Google Inc June 2009 - August 2009
Google Inc May 2008 - August 2008
Google Inc May 2007 - August 2007
Skills
Financial Modeling, Accounting, Financial Analysis, Corporate Finance, Banking, Project Management, Visio, Analysis, Essbase, Strategy, Finance, Data Analysis, Financial Forecasting, Accounts Payable, Microsoft Office, Due Diligence, Business Analysis, Risk Management, Valuation, Financial Reporting, Sarbanes-Oxley Act, Economics, Sales, SQL, Analytics, Internal Controls, Mergers & Acquisitions, Training
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
Bachelor of Science, Business Administration
Universidad Carlos III de Madrid 2010 — 2010
Study Abroad: Hispanic Studies, University of California Abroad Program
Harvard Business School
Summer Venture in Management Program
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Muhammad Ammar Ahmed's Bank of America Experience December 2012 - June 2014
Job Federal Government Assurance Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen July 2015 - Present
PwC January 2015 - June 2015
Department of Labor, Licensing, and Financial Regulation August 2014 - December 2014
Moore Law Group, P.A. August 2014 - October 2014
Bank of America December 2012 - June 2014
Aronson LLC January 2014 - March 2014
Congressman John Sarbanes September 2013 - December 2013
Awan Medicine Company January 2008 - February 2010
Skills
Accounting, PowerPoint, Auditing, Financial Analysis, Communication, Cash Management, Financial Statements, Microsoft Office, Quick..., Leadership, Cash Flow, Analytics, Strategic Planning, Credit, Retail Banking, Commercial Banking, Deposits, Consumer Lending, Strategy, CaseWare Working Papers..., Business Analytics, Economics for Managers, Public Speaking, pfx Engagement Software, Microsoft Excel, Microsoft Word
Education
Harvard Business School 2015 — 2015
"CORe: Credential of Readiness"
Towson University 2013 — 2014
Bachelor of Science (BSc), Accounting
Towson University 2013 — 2014
Honors College
The Community College of Baltimore County 2011 — 2012
Associate's Degree, Accounting
University of the Punjab, Lahore 2007 — 2010
Bachelor's Degree, Accounting
CliftonLarsonAllen July 2015 - Present
PwC January 2015 - June 2015
Department of Labor, Licensing, and Financial Regulation August 2014 - December 2014
Moore Law Group, P.A. August 2014 - October 2014
Bank of America December 2012 - June 2014
Aronson LLC January 2014 - March 2014
Congressman John Sarbanes September 2013 - December 2013
Awan Medicine Company January 2008 - February 2010
Skills
Accounting, PowerPoint, Auditing, Financial Analysis, Communication, Cash Management, Financial Statements, Microsoft Office, Quick..., Leadership, Cash Flow, Analytics, Strategic Planning, Credit, Retail Banking, Commercial Banking, Deposits, Consumer Lending, Strategy, CaseWare Working Papers..., Business Analytics, Economics for Managers, Public Speaking, pfx Engagement Software, Microsoft Excel, Microsoft Word
Education
Harvard Business School 2015 — 2015
"CORe: Credential of Readiness"
Towson University 2013 — 2014
Bachelor of Science (BSc), Accounting
Towson University 2013 — 2014
Honors College
The Community College of Baltimore County 2011 — 2012
Associate's Degree, Accounting
University of the Punjab, Lahore 2007 — 2010
Bachelor's Degree, Accounting
Raymond Bednar Raymond Bednar's Bank of America Experience February 2006 - November 2010
Job President and Founder Hyperion Marketing Returns
Industry Marketing and Advertising
Experience
Hyperion Marketing Returns - Rockefeller Consulting June 2011 - Present
MUFG Union Bank June 2015 - August 2015
Bednar and Associates December 2010 - June 2011
Bank of America February 2006 - November 2010
WPP/PRISM November 2001 - February 2008
Universal Furniture February 2000 - November 2001
General Electric 1997 - 1999
Brown-Forman 1991 - 1995
Skills
Marketing, Sports, Strategy, Marketing Strategy, Negotiation, Sports Marketing, Sponsorship, Public Relations, Analytics, Database Marketing, Marketing Communications, Strategic Planning, Social Media, P&L Management, Project Management, Budgets, Sales, Strategic Partnerships, Management, Leadership, Financial Services, Sports Management
Education
Harvard Business School 1989 — 1991
MBA, General Management
United States Military Academy at West Point 1980 — 1984
BS, Engineering
Hyperion Marketing Returns - Rockefeller Consulting June 2011 - Present
MUFG Union Bank June 2015 - August 2015
Bednar and Associates December 2010 - June 2011
Bank of America February 2006 - November 2010
WPP/PRISM November 2001 - February 2008
Universal Furniture February 2000 - November 2001
General Electric 1997 - 1999
Brown-Forman 1991 - 1995
Skills
Marketing, Sports, Strategy, Marketing Strategy, Negotiation, Sports Marketing, Sponsorship, Public Relations, Analytics, Database Marketing, Marketing Communications, Strategic Planning, Social Media, P&L Management, Project Management, Budgets, Sales, Strategic Partnerships, Management, Leadership, Financial Services, Sports Management
Education
Harvard Business School 1989 — 1991
MBA, General Management
United States Military Academy at West Point 1980 — 1984
BS, Engineering
Scott Seaton Scott Seaton's Bank of America Experience 2002 - 2009
Job Executive Vice President and Chief Operating Officer at Chicken Soup for the Soul Publishing
Industry Entertainment
Experience
Chicken Soup for the Soul Publishing 2012 - Present
Oppenheimer & Co. 2010 - 2012
Mediacom Communications 2009 - 2011
Bank of America 2002 - 2009
Credit Suisse First Boston 1988 - 2002
Skills
Securities, Mergers, Investment Banking, Financial Modeling, Capital Markets, Private Placements, Private Equity, LBO, Capital Raising, Mezzanine, Capital Structure, Hedge Funds, Equities, Leveraged Finance, Structured Finance
Education
Harvard Business School 1983 — 1985
MBA
Stanford University 1977 — 1981
BA
Chicken Soup for the Soul Publishing 2012 - Present
Oppenheimer & Co. 2010 - 2012
Mediacom Communications 2009 - 2011
Bank of America 2002 - 2009
Credit Suisse First Boston 1988 - 2002
Skills
Securities, Mergers, Investment Banking, Financial Modeling, Capital Markets, Private Placements, Private Equity, LBO, Capital Raising, Mezzanine, Capital Structure, Hedge Funds, Equities, Leveraged Finance, Structured Finance
Education
Harvard Business School 1983 — 1985
MBA
Stanford University 1977 — 1981
BA
Herbert Mason Jr. Herbert Mason Jr.'s Bank of America Experience August 2005 - March 2012
Job Training & Development Specialist at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank August 2015 - Present
Middlesex Savings Bank November 2012 - Present
Bank of America August 2005 - March 2012
Bank of America August 2000 - August 2005
Skills
Educational Technology, Adult Education, Microsoft Office, Learning Management, Distance Learning, Sales Management, Sales Operations, Sales Presentation..., Technical Writing, Technical Presentations, Curriculum Design, Training Delivery, Coaching, Performance Management, Management, Program Management, Project Management, Training, Leadership Development, Leadership, Banking, Instructor-led Training, Organizational..., Employee Training, Needs Analysis, Performance Consulting, Instructional Design, Organizational..., Captivate, Onboarding, E-Learning, Talent Management, Workshop Facilitation, Blended Learning
Education
Harvard University 2013 — 2020
Bachelor's degree, Liberal Arts
University of Phoenix 2005 — 2007
Associates, Criminal Justice
Middlesex Savings Bank August 2015 - Present
Middlesex Savings Bank November 2012 - Present
Bank of America August 2005 - March 2012
Bank of America August 2000 - August 2005
Skills
Educational Technology, Adult Education, Microsoft Office, Learning Management, Distance Learning, Sales Management, Sales Operations, Sales Presentation..., Technical Writing, Technical Presentations, Curriculum Design, Training Delivery, Coaching, Performance Management, Management, Program Management, Project Management, Training, Leadership Development, Leadership, Banking, Instructor-led Training, Organizational..., Employee Training, Needs Analysis, Performance Consulting, Instructional Design, Organizational..., Captivate, Onboarding, E-Learning, Talent Management, Workshop Facilitation, Blended Learning
Education
Harvard University 2013 — 2020
Bachelor's degree, Liberal Arts
University of Phoenix 2005 — 2007
Associates, Criminal Justice
James Pak's Bank of America Experience January 2011 - March 2013
Job AML/BSA, EDD, KYC, CIP, OFAC, FinCen, Compliance/Fraud/Forensic Analyst & Investigations. Financial Crimes Specialist.
Industry Financial Services
Experience
CTBC Bank June 2015 - Present
Cypress Resources January 2015 - July 2015
Wells Fargo April 2013 - January 2015
Bank of America January 2011 - March 2013
JPMorgan Chase October 2010 - January 2011
Option One Lending Solutions, Inc. March 2003 - June 2010
One Choice Mortgage, Inc February 2001 - November 2003
CGI Consulting Group 1998 - 2001
Skills
ACAMS/CAMS Certification, BSA (Bank Secrecy Act)..., AML (Anti Money..., Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Mortgage Banking, Credit, Underwriting, Real Estate, Portfolio Management, FHA, Finance, Real Estate Financing, Customer Service, Sales, Reverse Mortgages, Foreclosures, Investment Properties, Risk Management, Negotiation, Commercial Mortgages, Credit Analysis, Loss Mitigation, Financial Analysis, USDA, Mortgage Underwriting, First Time Home Buyers, Consumer Lending, Loan Servicing, Home Equity Loans, Credit Risk, Loan Modifications, Mortgage Servicing, REO, Real Estate Transactions, Home Equity Lines of..., FHA financing, Government Loans, Investors, VA loans, Residential Homes, HUD, Appraisals, Anti Money Laundering, Banking, Business Process..., Due Diligence
Education
ACAMS/CAMS Advanced Financial Crimes 2014 — 2015
CAMS, CAMS BSA/AML
Capstone Mortgage Institute 2004 — 2007
Georgia Mortgage Rules and Regulations, Georgia Mortgage Rules and Regulations
Harvard University 1997 — 2001
Computer Science, Information Technology
CTBC Bank June 2015 - Present
Cypress Resources January 2015 - July 2015
Wells Fargo April 2013 - January 2015
Bank of America January 2011 - March 2013
JPMorgan Chase October 2010 - January 2011
Option One Lending Solutions, Inc. March 2003 - June 2010
One Choice Mortgage, Inc February 2001 - November 2003
CGI Consulting Group 1998 - 2001
Skills
ACAMS/CAMS Certification, BSA (Bank Secrecy Act)..., AML (Anti Money..., Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Refinance, Mortgage Banking, Credit, Underwriting, Real Estate, Portfolio Management, FHA, Finance, Real Estate Financing, Customer Service, Sales, Reverse Mortgages, Foreclosures, Investment Properties, Risk Management, Negotiation, Commercial Mortgages, Credit Analysis, Loss Mitigation, Financial Analysis, USDA, Mortgage Underwriting, First Time Home Buyers, Consumer Lending, Loan Servicing, Home Equity Loans, Credit Risk, Loan Modifications, Mortgage Servicing, REO, Real Estate Transactions, Home Equity Lines of..., FHA financing, Government Loans, Investors, VA loans, Residential Homes, HUD, Appraisals, Anti Money Laundering, Banking, Business Process..., Due Diligence
Education
ACAMS/CAMS Advanced Financial Crimes 2014 — 2015
CAMS, CAMS BSA/AML
Capstone Mortgage Institute 2004 — 2007
Georgia Mortgage Rules and Regulations, Georgia Mortgage Rules and Regulations
Harvard University 1997 — 2001
Computer Science, Information Technology
Samantha Allen Adams's Bank of America Experience February 2010 - May 2012
Job Director of Talent Management at Berkshire Partners
Industry Marketing and Advertising
Experience
Berkshire Partners May 2012 - Present
Bank of America February 2010 - May 2012
HIll, Holliday 2004 - 2010
Discovery Networks 2003 - 2004
Bain & Company 2001 - 2002
Skills
Talent Management, Strategy, Strategic Planning, Start-ups, New Business Development, Mergers, Marketing Strategy, Marketing, Management Consulting, Entrepreneurship, Competitive Analysis, Analytics, Advertising, Digital Marketing, Enterprise Software
Education
Harvard Business School 1999 — 2001
Harvard University
Milton Academy
THE MOUNTAIN SCHOOL
Berkshire Partners May 2012 - Present
Bank of America February 2010 - May 2012
HIll, Holliday 2004 - 2010
Discovery Networks 2003 - 2004
Bain & Company 2001 - 2002
Skills
Talent Management, Strategy, Strategic Planning, Start-ups, New Business Development, Mergers, Marketing Strategy, Marketing, Management Consulting, Entrepreneurship, Competitive Analysis, Analytics, Advertising, Digital Marketing, Enterprise Software
Education
Harvard Business School 1999 — 2001
Harvard University
Milton Academy
THE MOUNTAIN SCHOOL
Dan Casagrande Dan Casagrande's Bank of America Experience May 2006 - March 2011
Job Reverse Mortgage Loan Officer at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions July 2015 - Present
Security 1 Lending October 2011 - June 2015
Wells Fargo Home Mortgage April 2011 - August 2011
Bank of America May 2006 - March 2011
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loans, FHA, Loan Origination, Credit, Retirement Planning, Residential Mortgages, Home Equity, VA loans, FHA financing, Government Loans
Education
Harvard Business School
MBA, Marketing
University of Pittsburgh
BS, Cum Laude, Industrial Engineering
Retirement Funding Solutions July 2015 - Present
Security 1 Lending October 2011 - June 2015
Wells Fargo Home Mortgage April 2011 - August 2011
Bank of America May 2006 - March 2011
Skills
Reverse Mortgages, Mortgage Banking, Mortgage Lending, Finance, Refinance, Loans, FHA, Loan Origination, Credit, Retirement Planning, Residential Mortgages, Home Equity, VA loans, FHA financing, Government Loans
Education
Harvard Business School
MBA, Marketing
University of Pittsburgh
BS, Cum Laude, Industrial Engineering
I. Bond's Bank of America Experience January 2000 - January 2007
Job Legal Coordinator
Industry Consumer Goods
Experience
Hypotheory March 1989 - Present
Webster Bank January 2006 - June 2009
JPMorgan Chase 2007 - April 2009
Bank of America January 2000 - January 2007
Bank of America January 2000 - January 2007
Bank of America January 2000 - April 2006
apple bank 2000 - February 2005
Webster Bank 2006-2009 January 2000 - January 2005
Webster Bank 2006-2009 January 2000 - January 2005
new york mortgage 1998 - May 2001
Skills
Legal Support, Risk Management, Inventory Management
Education
Harvard Business School 1976 — 1982
Bachelors In Legal Studies, MBA
Harvard
Bachelors, Legal Studies
Harvard
Bachelors, Legal Studies
Hypotheory March 1989 - Present
Webster Bank January 2006 - June 2009
JPMorgan Chase 2007 - April 2009
Bank of America January 2000 - January 2007
Bank of America January 2000 - January 2007
Bank of America January 2000 - April 2006
apple bank 2000 - February 2005
Webster Bank 2006-2009 January 2000 - January 2005
Webster Bank 2006-2009 January 2000 - January 2005
new york mortgage 1998 - May 2001
Skills
Legal Support, Risk Management, Inventory Management
Education
Harvard Business School 1976 — 1982
Bachelors In Legal Studies, MBA
Harvard
Bachelors, Legal Studies
Harvard
Bachelors, Legal Studies
Marsha Jacobs's Bank of America Experience February 2000 - Present
Job Chief Accounting Officer at Bank of America
Industry Banking
Experience
Bank of America February 2000 - Present
Bank of America April 1996 - July 1999
Wellsfargo Home Mortgage August 1990 - January 1994
Education
Harvard Business School 1987 — 1989
Bachelor of Science (BSc), Accounting and Business/Management
John Hopkins University 1983 — 1986
Bachelor of Science (BS), Accounting
Bank of America February 2000 - Present
Bank of America April 1996 - July 1999
Wellsfargo Home Mortgage August 1990 - January 1994
Education
Harvard Business School 1987 — 1989
Bachelor of Science (BSc), Accounting and Business/Management
John Hopkins University 1983 — 1986
Bachelor of Science (BS), Accounting
Faisal Patel, MBA, PMP's Bank of America Experience June 2008 - Present
Job
Industry Information Technology and Services
Experience
Bank of America June 2008 - Present
Skills
Cross-functional Team..., SDLC, Management, Vendor Management, PMO, Project Management, Project Portfolio..., Data Center, Leadership, CRM, Requirements Gathering, IT Strategy, PMP, Team Building
Education
Harvard Extension School 2014 — 2015
Certification
Southern New Hampshire University 1998 — 2000
MS
Institute Of Technology And Management 1997 — 1998
MBA
University of Mumbai 1992 — 1992
B.COM
Bombay Scottish School 1982 — 1992
Bank of America June 2008 - Present
Skills
Cross-functional Team..., SDLC, Management, Vendor Management, PMO, Project Management, Project Portfolio..., Data Center, Leadership, CRM, Requirements Gathering, IT Strategy, PMP, Team Building
Education
Harvard Extension School 2014 — 2015
Certification
Southern New Hampshire University 1998 — 2000
MS
Institute Of Technology And Management 1997 — 1998
MBA
University of Mumbai 1992 — 1992
B.COM
Bombay Scottish School 1982 — 1992
Marni Pastor's Bank of America Experience February 2003 - June 2004
Job
Industry Education Management
Experience
McKinsey & Company May 2012 - Present
Pittsburgh Public Schools August 2011 - April 2012
Pittsburgh Public Schools March 2010 - July 2011
Pittsburgh Public Schools July 2008 - July 2010
Boston Consulting Group June 2006 - May 2008
Bank of America February 2003 - June 2004
McKinsey & Company 2001 - 2003
Skills
Change Leadership, Turnaround Situations, Start-up Environments, Staff Mentoring, Service Operations, Strategic Planning, Strategic Communications, Education Management, Marketing Communications, Educational Leadership
Education
Harvard Business School 2004 — 2006
MBA
Northwestern University 1997 — 2001
BA
McKinsey & Company May 2012 - Present
Pittsburgh Public Schools August 2011 - April 2012
Pittsburgh Public Schools March 2010 - July 2011
Pittsburgh Public Schools July 2008 - July 2010
Boston Consulting Group June 2006 - May 2008
Bank of America February 2003 - June 2004
McKinsey & Company 2001 - 2003
Skills
Change Leadership, Turnaround Situations, Start-up Environments, Staff Mentoring, Service Operations, Strategic Planning, Strategic Communications, Education Management, Marketing Communications, Educational Leadership
Education
Harvard Business School 2004 — 2006
MBA
Northwestern University 1997 — 2001
BA
Erin (Eisenberg) Lantz's Bank of America Experience December 2009 - July 2010
Job
Industry Internet
Experience
Zillow March 2014 - Present
Zillow.com July 2010 - March 2014
Bank of America December 2009 - July 2010
Countrywide September 2007 - January 2010
Countrywide April 2003 - May 2005
The Boston Consulting Group August 2001 - April 2003
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA, Poli Sci, Phil, & Econ
Zillow March 2014 - Present
Zillow.com July 2010 - March 2014
Bank of America December 2009 - July 2010
Countrywide September 2007 - January 2010
Countrywide April 2003 - May 2005
The Boston Consulting Group August 2001 - April 2003
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania 1997 — 2001
BA, Poli Sci, Phil, & Econ
Emily Robertson's Bank of America Experience 2001 - 2004
Job DirectorCorporate Finance at The Brock Group
Industry Renewables & Environment
Experience
The Brock Group 2015 - Present
PSC May 2013 - Present
Cathexis January 2012 - May 2013
Waste Management, Inc. July 2010 - January 2012
Continental Airlines March 2009 - July 2010
The Parthenon Group 2006 - 2008
Bank of America 2001 - 2004
Education
Harvard Business School
MBA
Washington and Lee University 1997 — 2001
BS, Business
The Brock Group 2015 - Present
PSC May 2013 - Present
Cathexis January 2012 - May 2013
Waste Management, Inc. July 2010 - January 2012
Continental Airlines March 2009 - July 2010
The Parthenon Group 2006 - 2008
Bank of America 2001 - 2004
Education
Harvard Business School
MBA
Washington and Lee University 1997 — 2001
BS, Business
Joshua Hinkel's Bank of America Experience May 1999 - January 2000
Job Partner at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2000 - Present
Bank of America May 1999 - January 2000
EDS Group May 1998 - May 1999
MediSend August 1996 - May 1998
Skills
Strategic Consulting, Technology, Management Consulting, Financial Modeling, Sales & Operations..., Consumer Products, Complexity Management, Market Entry, Business Strategy, Growth Strategies, Strategy, Private Equity, Organizational Design, Acquisition Integration, Industrial Goods &..., Performance Improvement, Supply Chain Management, M&A, Corporate Finance, Business Unit Strategy
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
Southern Methodist University 1996 — 2000
Bachelor of Science (BS), Management Science and Mathematics
Southern Methodist University 1996 — 2000
Bachelor of Science (BS), Mathematics
Bain & Company July 2000 - Present
Bank of America May 1999 - January 2000
EDS Group May 1998 - May 1999
MediSend August 1996 - May 1998
Skills
Strategic Consulting, Technology, Management Consulting, Financial Modeling, Sales & Operations..., Consumer Products, Complexity Management, Market Entry, Business Strategy, Growth Strategies, Strategy, Private Equity, Organizational Design, Acquisition Integration, Industrial Goods &..., Performance Improvement, Supply Chain Management, M&A, Corporate Finance, Business Unit Strategy
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
Southern Methodist University 1996 — 2000
Bachelor of Science (BS), Management Science and Mathematics
Southern Methodist University 1996 — 2000
Bachelor of Science (BS), Mathematics
Catherine McFadden Barnes's Bank of America Experience August 2012 - March 2015
Job Senior Vice President Operational Risk Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Bank of America August 2012 - March 2015
Bank of America March 2006 - August 2012
TIAA CREF 2005 - 2006
Bank of America 2002 - 2005
Bank of America 1995 - 2002
Skills
Six Sigma, Analysis, Strategy, Project Management, Operations Management, Leadership, Process Improvement, Management, Change Management, Operational Excellence, Customer Service, Strategic Planning, Organizational..., Leadership Development, Coaching, Banking, Business Process..., Data Analysis, Executive Management, New Business Development, Program Management, Team Building, Team Management, Vendor Management, Budgets, Risk Management, Quality Assurance, Performance Management, Business Analysis, Cross-functional Team..., Management Consulting, Team Leadership
Education
Harvard University 2006 — 2007
Management Development Program
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Science (BS)
Wells Fargo March 2015 - Present
Bank of America August 2012 - March 2015
Bank of America March 2006 - August 2012
TIAA CREF 2005 - 2006
Bank of America 2002 - 2005
Bank of America 1995 - 2002
Skills
Six Sigma, Analysis, Strategy, Project Management, Operations Management, Leadership, Process Improvement, Management, Change Management, Operational Excellence, Customer Service, Strategic Planning, Organizational..., Leadership Development, Coaching, Banking, Business Process..., Data Analysis, Executive Management, New Business Development, Program Management, Team Building, Team Management, Vendor Management, Budgets, Risk Management, Quality Assurance, Performance Management, Business Analysis, Cross-functional Team..., Management Consulting, Team Leadership
Education
Harvard University 2006 — 2007
Management Development Program
University of North Carolina at Greensboro 1990 — 1995
Bachelor of Science (BS)
Eric J Carter's Bank of America Experience September 1995 - January 2005
Job Senior Sales Engineer at FieldSync Mobile Solutions
Industry Financial Services
Experience
FieldSync Mobile Solutions January 2012 - Present
MobileDataforce August 2009 - January 2012
AXS International August 2009 - September 2009
Accumen Data Services May 2009 - August 2009
Adjlity Consulting May 2008 - October 2008
Orchestria March 2007 - March 2008
Accenture April 2005 - March 2007
Bank of America September 1995 - January 2005
Skills
SaaS, Process Improvement, Project Management, Management, Leadership, Enterprise Software, Cloud Computing, Strategy, Training, Databases, System Administration, Sales Operations, Sales, CRM, Business Analysis, Product Management, Program Management, Product Development, Business Development
Education
University of Phoenix 1997 — 2000
MBA, Business Administration
Harvard University 1988 — 1994
AB, Psychology
Forest Lake High School 1986 — 1988
FieldSync Mobile Solutions January 2012 - Present
MobileDataforce August 2009 - January 2012
AXS International August 2009 - September 2009
Accumen Data Services May 2009 - August 2009
Adjlity Consulting May 2008 - October 2008
Orchestria March 2007 - March 2008
Accenture April 2005 - March 2007
Bank of America September 1995 - January 2005
Skills
SaaS, Process Improvement, Project Management, Management, Leadership, Enterprise Software, Cloud Computing, Strategy, Training, Databases, System Administration, Sales Operations, Sales, CRM, Business Analysis, Product Management, Program Management, Product Development, Business Development
Education
University of Phoenix 1997 — 2000
MBA, Business Administration
Harvard University 1988 — 1994
AB, Psychology
Forest Lake High School 1986 — 1988
Ray Rusnak's Bank of America Experience December 2008 - April 2009
Job Retired
Industry Banking
Experience
Bank of America December 2008 - April 2009
LaSalle Bank/ABN Amro 1999 - 2009
LaSalle Bank February 1998 - February 2008
LaSalle Bank / ABN AMRO in Chicago / Amsterdam 1998 - 2008
LaSalle Bank NA / ABN AMRO 1998 - 2008
Lasalle/Bank of America 1998 - 2008
ABN AMRO / LaSalle Bank N.A. 1997 - 2008
LaSalle/ABN AMRO 1997 - 2007
First Chicago NBD 1966 - 1998
The First National Bank of Chicago 1966 - 1998
Skills
New Business Development, Commercial Banking, Credit, Commercial Lending, Banking, Loans, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Asset Based Lending, Financial Analysis, Financial Risk, Corporate Finance
Education
Harvard Business School 1964 — 1966
University of Michigan 1960 — 1966
Bachelor of Arts (B.A.), History
Bank of America December 2008 - April 2009
LaSalle Bank/ABN Amro 1999 - 2009
LaSalle Bank February 1998 - February 2008
LaSalle Bank / ABN AMRO in Chicago / Amsterdam 1998 - 2008
LaSalle Bank NA / ABN AMRO 1998 - 2008
Lasalle/Bank of America 1998 - 2008
ABN AMRO / LaSalle Bank N.A. 1997 - 2008
LaSalle/ABN AMRO 1997 - 2007
First Chicago NBD 1966 - 1998
The First National Bank of Chicago 1966 - 1998
Skills
New Business Development, Commercial Banking, Credit, Commercial Lending, Banking, Loans, Credit Analysis, Credit Risk, Portfolio Management, Risk Management, Asset Based Lending, Financial Analysis, Financial Risk, Corporate Finance
Education
Harvard Business School 1964 — 1966
University of Michigan 1960 — 1966
Bachelor of Arts (B.A.), History
Cametra Thompson's Bank of America Experience 2006 - 2013
Job VP, Regulatory & Corporate Counsel at Comerica Bank
Industry Banking
Experience
Comerica Bank 2014 - Present
Bank of America 2006 - 2013
Kimberly-Clark 2005 - 2006
Powell Goldstein LLP (now Bryan Cave) 2003 - 2005
Covington & Burling 2000 - 2003
U.S. Court of Appeals, 11th Circuit 1999 - 2000
Skills
Consumer Finance, Banking Law, Banking, Mortgage Banking, Mortgage Servicing, Housing, Affordable Housing, Writing, Research, Community Development, Community Outreach, Financial Regulation, Fair Lending, Urban Policy, Community Banking, Compliance, Economic Development, Real Estate, Housing Policy, Compliance Audits, Data Privacy, Information Protection, Compliance Training, Operational Risk, Regulatory Risk, Regulatory Affairs, Quality Auditing, Mortgage Lending, Securities, Regulations, Corporate Law, Legal Compliance, Financial Services, Finance, Loans, Program Management
Education
Harvard Law School 1996 — 1999
JD, Law
Stanford University 1991 — 1994
BA, Psychology
Kansas State University
Comerica Bank 2014 - Present
Bank of America 2006 - 2013
Kimberly-Clark 2005 - 2006
Powell Goldstein LLP (now Bryan Cave) 2003 - 2005
Covington & Burling 2000 - 2003
U.S. Court of Appeals, 11th Circuit 1999 - 2000
Skills
Consumer Finance, Banking Law, Banking, Mortgage Banking, Mortgage Servicing, Housing, Affordable Housing, Writing, Research, Community Development, Community Outreach, Financial Regulation, Fair Lending, Urban Policy, Community Banking, Compliance, Economic Development, Real Estate, Housing Policy, Compliance Audits, Data Privacy, Information Protection, Compliance Training, Operational Risk, Regulatory Risk, Regulatory Affairs, Quality Auditing, Mortgage Lending, Securities, Regulations, Corporate Law, Legal Compliance, Financial Services, Finance, Loans, Program Management
Education
Harvard Law School 1996 — 1999
JD, Law
Stanford University 1991 — 1994
BA, Psychology
Kansas State University
Betsy Jensvold's Bank of America Experience 1994 - 2001
Job Forecasting, Research & Analysis Administrator at Oregon Dept of Human Services
Industry Government Administration
Experience
Oregon Dept of Human Services May 2010 - Present
Alaska Dept of Health & Social Services 2008 - 2010
Starbucks Coffee Company 2001 - 2008
Bank of America 1994 - 2001
FMC Gold 1991 - 1992
Weyerhaeuser 1987 - 1991
Skills
Performance Management, Cross-functional Team..., Leadership, Program Management, Training, Recruiting, Change Management, Management, Deferred Compensation, Human Resources
Education
Harvard Business School 1984 — 1986
MBA
University of California, Berkeley 1976 — 1981
BS, Conservation of Natural Resources
Oregon Dept of Human Services May 2010 - Present
Alaska Dept of Health & Social Services 2008 - 2010
Starbucks Coffee Company 2001 - 2008
Bank of America 1994 - 2001
FMC Gold 1991 - 1992
Weyerhaeuser 1987 - 1991
Skills
Performance Management, Cross-functional Team..., Leadership, Program Management, Training, Recruiting, Change Management, Management, Deferred Compensation, Human Resources
Education
Harvard Business School 1984 — 1986
MBA
University of California, Berkeley 1976 — 1981
BS, Conservation of Natural Resources
Bernel Hall's Bank of America Experience 1999 - 2002
Job Associate at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs September 2007 - Present
UBS Investment Bank 2005 - 2007
Bank of America 1999 - 2002
Education
Harvard University, John F. Kennedy School of Government 2004 — 2004
Harvard Business School 2002 — 2004
North Carolina State University - College of Management 1994 — 1998
Business Management, Finance
Goldman Sachs September 2007 - Present
UBS Investment Bank 2005 - 2007
Bank of America 1999 - 2002
Education
Harvard University, John F. Kennedy School of Government 2004 — 2004
Harvard Business School 2002 — 2004
North Carolina State University - College of Management 1994 — 1998
Business Management, Finance
Mandy Price's Bank of America Experience May 2002 - August 2002
Job Associate at Weil, Gotshal & Manges LLP
Industry Law Practice
Experience
Weil, Gotshal & Manges LLP September 2006 - Present
Bank of America May 2002 - August 2002
Skills
Document Drafting, Entity Formations, Corporate Transactional, Corporate Finance, Private Equity, Mergers, Divestitures, Corporate Governance, Corporate Law, Mergers & Acquisitions, Acquisitions, Securities Regulation, Legal Writing, Legal Research, Joint Ventures, Restructuring
Education
Harvard Law School 2003 — 2006
J.D.
The University of Texas at Austin 1999 — 2003
BBA
DeSoto High School 1996 — 1999
Weil, Gotshal & Manges LLP September 2006 - Present
Bank of America May 2002 - August 2002
Skills
Document Drafting, Entity Formations, Corporate Transactional, Corporate Finance, Private Equity, Mergers, Divestitures, Corporate Governance, Corporate Law, Mergers & Acquisitions, Acquisitions, Securities Regulation, Legal Writing, Legal Research, Joint Ventures, Restructuring
Education
Harvard Law School 2003 — 2006
J.D.
The University of Texas at Austin 1999 — 2003
BBA
DeSoto High School 1996 — 1999
Gregory Fouquet, PMP, CISA, CCP, LSSBB, CSM's Bank of America Experience 1985 - 1986
Job President at Fouquet & Associates, LLC
Industry Management Consulting
Experience
Fouquet & Associates, LLC 1990 - Present
Simplilearn 2014 - 2015
Ouellette & Associates Consulting, Inc. 1999 - 2015
Ernst & Young 1988 - 1990
Ernst & Whinney (E&Y) 1986 - 1988
Bank of America 1985 - 1986
Rainer National Bank 1983 - 1985
Rainier National Bank 1978 - 1983
Rainier National Bank 1977 - 1978
Union Bank 1973 - 1977
Skills
Business Analysis, Business Requirements, Requirements Gathering, Testing, Project Management, Program Management, Project Portfolio..., Agile Project Management, E-Learning, User Acceptance Testing, User-centered Design, User Stories, Usability Testing, Lean Software..., Process Modeling, Context Diagrams, Use Case Analysis, Six Sigma, Software Estimation, Function Point Analysis, Data Modeling, IT Project Leadership, Organizational..., Onboarding, Change Management, Leadership Development, Information Technology, Kanban, Information Engineering, Functional Testing, Black Box Testing, Data Flow Diagraming, COTS, Lean Six Sigma Black..., Scrum, Agile & Waterfall..., Process Improvement
Education
Harvard Business School
Management Information Systems, General
Loyola Marymount University
MBA, Operations Research
University of Washington
BA, Business Administration
Fouquet & Associates, LLC 1990 - Present
Simplilearn 2014 - 2015
Ouellette & Associates Consulting, Inc. 1999 - 2015
Ernst & Young 1988 - 1990
Ernst & Whinney (E&Y) 1986 - 1988
Bank of America 1985 - 1986
Rainer National Bank 1983 - 1985
Rainier National Bank 1978 - 1983
Rainier National Bank 1977 - 1978
Union Bank 1973 - 1977
Skills
Business Analysis, Business Requirements, Requirements Gathering, Testing, Project Management, Program Management, Project Portfolio..., Agile Project Management, E-Learning, User Acceptance Testing, User-centered Design, User Stories, Usability Testing, Lean Software..., Process Modeling, Context Diagrams, Use Case Analysis, Six Sigma, Software Estimation, Function Point Analysis, Data Modeling, IT Project Leadership, Organizational..., Onboarding, Change Management, Leadership Development, Information Technology, Kanban, Information Engineering, Functional Testing, Black Box Testing, Data Flow Diagraming, COTS, Lean Six Sigma Black..., Scrum, Agile & Waterfall..., Process Improvement
Education
Harvard Business School
Management Information Systems, General
Loyola Marymount University
MBA, Operations Research
University of Washington
BA, Business Administration
Beth Jack's Bank of America Experience April 2010 - April 2011
Job Retirement Strategy Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Bank of America April 2010 - April 2011
Bain & Company September 2006 - November 2009
The Home Depot August 2002 - February 2004
Bain & Company September 2000 - August 2002
Education
Harvard Business School 2004 — 2006
MBA
Harvard University 1996 — 2000
BA, Economics
Wells Fargo April 2011 - Present
Bank of America April 2010 - April 2011
Bain & Company September 2006 - November 2009
The Home Depot August 2002 - February 2004
Bain & Company September 2000 - August 2002
Education
Harvard Business School 2004 — 2006
MBA
Harvard University 1996 — 2000
BA, Economics
Paul Applegarth's Bank of America Experience 1983 - 1986
Job Owner, Value Enhancement International
Industry Investment Management
Experience
Value Enhancement International February 2003 - Present
German Marshall Fund of the United States 2005 - 2006
Millennium Challenge Corporation 2003 - 2005
Millennium Challenge Corp. (MCC) 2003 - 2005
Emerging Markets Partnership 1994 - 2003
Bank of America 1983 - 1986
Skills
Corporate Finance, Emerging Markets, Private Equity, Project Finance, Energy, Public-private..., Economic Development, International..., Public/private..., Strategy, Business Strategy, Mergers & Acquisitions, Economics, Business Planning, Management Consulting, Due Diligence, Africa, Venture Capital, International Relations, International Business, Valuation, Entrepreneurship, International Law, Latin America, Microfinance, Joint Ventures, International Trade, Financial Modeling, Foreign Policy, Financial Structuring, Corporate Social..., Structured Finance, Public Policy, Renewable Energy, Capacity Building, Policy Analysis, NGOs
Education
Harvard Law School 1971 — 1974
J.D., Law
Harvard Business School 1970 — 1974
MBA with High Distinction
Yale University 1964 — 1968
B.A. cum laude, Economics, sub-specialties in Corporate Finance and International Development and Trade
Value Enhancement International February 2003 - Present
German Marshall Fund of the United States 2005 - 2006
Millennium Challenge Corporation 2003 - 2005
Millennium Challenge Corp. (MCC) 2003 - 2005
Emerging Markets Partnership 1994 - 2003
Bank of America 1983 - 1986
Skills
Corporate Finance, Emerging Markets, Private Equity, Project Finance, Energy, Public-private..., Economic Development, International..., Public/private..., Strategy, Business Strategy, Mergers & Acquisitions, Economics, Business Planning, Management Consulting, Due Diligence, Africa, Venture Capital, International Relations, International Business, Valuation, Entrepreneurship, International Law, Latin America, Microfinance, Joint Ventures, International Trade, Financial Modeling, Foreign Policy, Financial Structuring, Corporate Social..., Structured Finance, Public Policy, Renewable Energy, Capacity Building, Policy Analysis, NGOs
Education
Harvard Law School 1971 — 1974
J.D., Law
Harvard Business School 1970 — 1974
MBA with High Distinction
Yale University 1964 — 1968
B.A. cum laude, Economics, sub-specialties in Corporate Finance and International Development and Trade
Harry Traub's Bank of America Experience 1974 - 1977
Job Principal, Elm Street Partners
Industry Real Estate
Experience
Elm Street Partners vpsonnenblick goldman1985 - 1991
associated metals & minerals 1979 - 1982
bank of america 1974 - 1977
Education
Harvard Business School 1977 — 1979
mba
Trinity College Dublin 1970 — 1974
bbs, economics & accounting
Elm Street Partners vpsonnenblick goldman1985 - 1991
associated metals & minerals 1979 - 1982
bank of america 1974 - 1977
Education
Harvard Business School 1977 — 1979
mba
Trinity College Dublin 1970 — 1974
bbs, economics & accounting
Gail Morales's Bank of America Experience February 2010 - July 2012
Job SVP Enterprise Organizational Effectiveness Exec.
Industry Banking
Experience
Wells Fargo 2014 - Present
SunTrust Bank July 2012 - 2014
Bank of America February 2010 - July 2012
SVP: Technology Executive Enterprise Services February 2009 - March 2010
Bank of America 2005 - 2010
Crimson Consulting 1998 - 2005
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Bank of America 1989 - 1994
American Medical International 1985 - 1987
Skills
Change Management, PMO, Mergers, Strategic Planning, Start-ups, Management Consulting, Business Strategy, Negotiation, Venture Capital, Marketing Strategy, New Business Development, Business Development, Project Management, Product Management, Business Planning, Competitive Analysis, Marketing, Team Building, Product Development, Market Research, Large Scale Change..., Mergers & Acquisitions, Leadership, Strategy, Operations Management, Program Management, Management, Process Improvement, Finance, Business Transformation, Portfolio Management, Executive Management, Investments, Business Process..., Cross-functional Team..., Banking, Risk Management, Consulting, Financial Analysis, Vendor Management, Financial Risk, Business Analysis
Education
Harvard Business School 1983 — 1985
MBA, Business
University of South Carolina - The Moore School of Business 1977 — 1981
BS, Accounting with Honors
Wells Fargo 2014 - Present
SunTrust Bank July 2012 - 2014
Bank of America February 2010 - July 2012
SVP: Technology Executive Enterprise Services February 2009 - March 2010
Bank of America 2005 - 2010
Crimson Consulting 1998 - 2005
Bank of America 1996 - 1998
Bank of America 1994 - 1996
Bank of America 1989 - 1994
American Medical International 1985 - 1987
Skills
Change Management, PMO, Mergers, Strategic Planning, Start-ups, Management Consulting, Business Strategy, Negotiation, Venture Capital, Marketing Strategy, New Business Development, Business Development, Project Management, Product Management, Business Planning, Competitive Analysis, Marketing, Team Building, Product Development, Market Research, Large Scale Change..., Mergers & Acquisitions, Leadership, Strategy, Operations Management, Program Management, Management, Process Improvement, Finance, Business Transformation, Portfolio Management, Executive Management, Investments, Business Process..., Cross-functional Team..., Banking, Risk Management, Consulting, Financial Analysis, Vendor Management, Financial Risk, Business Analysis
Education
Harvard Business School 1983 — 1985
MBA, Business
University of South Carolina - The Moore School of Business 1977 — 1981
BS, Accounting with Honors
Donna Turner's Bank of America Experience January 2007 - Present
Job SVP Fraud Policy & Control at Bank of America
Industry Banking
Experience
Bank of America January 2007 - Present
Bank of America 2004 - 2006
Bank of America 2002 - 2004
Bank of America 1998 - 2002
Bank of America January 1995 - January 1998
Boatmen's Bank July 1995 - July 1997
PNC Bank January 1988 - June 1995
Skills
Loans, Financial Risk, Relationship Management, Credit Analysis, Vendor Management, Portfolio Management, Change Management, Program Management, Commercial Banking, AML, Credit Risk, Treasury Management, Commercial Lending, Electronic Payments, Small Business Lending
Education
University of Florida 1983 — 1986
Political Science
University of Michigan
Operations Management Program
Harvard Business School
Enterprise Risk Management Certificate
Bank of America January 2007 - Present
Bank of America 2004 - 2006
Bank of America 2002 - 2004
Bank of America 1998 - 2002
Bank of America January 1995 - January 1998
Boatmen's Bank July 1995 - July 1997
PNC Bank January 1988 - June 1995
Skills
Loans, Financial Risk, Relationship Management, Credit Analysis, Vendor Management, Portfolio Management, Change Management, Program Management, Commercial Banking, AML, Credit Risk, Treasury Management, Commercial Lending, Electronic Payments, Small Business Lending
Education
University of Florida 1983 — 1986
Political Science
University of Michigan
Operations Management Program
Harvard Business School
Enterprise Risk Management Certificate
Michael L. Moore's Bank of America Experience 2003 - 2005
Job Senior Credit Risk Review Leader Corporate Vice President
Industry Banking
Experience
Huntington National Bank February 2014 - Present
Zions Bancorporation 2013 - 2014
Fifth Third Bank 2009 - 2013
Chase 2006 - 2009
First Bank 2005 - 2006
Bank of America 2003 - 2005
Quest Mortgage Company 1998 - 2004
Wells Fargo Bank 1999 - 2002
Bank of America 1984 - 1998
Bank of America formally Barnett Bank 1984 - 1998
Skills
Commercial Banking, Credit, Asset Management, Mortgage Banking, Small Business, Sales Management, Business Strategy, Team Building, Process Management, Operations, Retail Banking, Strategic Planning, Start-up Operations, Small Business Banking, SBA 7A/504 Lending, Indirect Auto Lending, Floor Plan, Risk and Scorecard..., SBA Lending, Loans, Mortgage Lending, SBA, Commercial Lending, Credit Risk, Banking, Financial Risk, Sales, Coaching, Credit Analysis, Credit Cards, Executive Management, Finance, Financial Analysis, Financial Services, Loan Origination, Management, Portfolio Management, Risk Management, Start-ups, Strategy, Underwriting, Small Business Lending, Consumer Lending, Leadership, Lines Of Credit, Business Development
Education
Harvard Business School 2001 — 2001
Visa Executive Management School, Bankcard Merchant Administration
Oklahoma State University 1997 — 1998
Banking School, Credit Management
Trinity University 1976 — 1980
B.S. Studied Business Administration
Indiana University East 1974 — 1976
Studied Mechanical Engineering
Huntington National Bank February 2014 - Present
Zions Bancorporation 2013 - 2014
Fifth Third Bank 2009 - 2013
Chase 2006 - 2009
First Bank 2005 - 2006
Bank of America 2003 - 2005
Quest Mortgage Company 1998 - 2004
Wells Fargo Bank 1999 - 2002
Bank of America 1984 - 1998
Bank of America formally Barnett Bank 1984 - 1998
Skills
Commercial Banking, Credit, Asset Management, Mortgage Banking, Small Business, Sales Management, Business Strategy, Team Building, Process Management, Operations, Retail Banking, Strategic Planning, Start-up Operations, Small Business Banking, SBA 7A/504 Lending, Indirect Auto Lending, Floor Plan, Risk and Scorecard..., SBA Lending, Loans, Mortgage Lending, SBA, Commercial Lending, Credit Risk, Banking, Financial Risk, Sales, Coaching, Credit Analysis, Credit Cards, Executive Management, Finance, Financial Analysis, Financial Services, Loan Origination, Management, Portfolio Management, Risk Management, Start-ups, Strategy, Underwriting, Small Business Lending, Consumer Lending, Leadership, Lines Of Credit, Business Development
Education
Harvard Business School 2001 — 2001
Visa Executive Management School, Bankcard Merchant Administration
Oklahoma State University 1997 — 1998
Banking School, Credit Management
Trinity University 1976 — 1980
B.S. Studied Business Administration
Indiana University East 1974 — 1976
Studied Mechanical Engineering
Kevin Jenkins's Bank of America Experience January 2003 - February 2003
Job Seeking technical cofounder for teacherfocused startup
Industry Internet
Experience
Edtech Startup May 2015 - Present
Edmodo June 2013 - May 2015
Visa March 2011 - May 2013
PLAYSPAN June 2010 - February 2011
PocketChange February 2010 - April 2010
City Year September 2004 - August 2008
Bank of America January 2003 - February 2003
Skills
Product Management, Start-ups, Entrepreneurship, Payments, Monetization, Cross-functional Team..., Competitive Analysis, Strategy, Analytics, Strategic Planning, Digital Media, Product Development, Enterprise Software, Management, Coaching, Leadership, Program Management
Education
Harvard Business School 2008 — 2010
MBA, Business
Wabash College 2000 — 2004
BA, Economics
Edtech Startup May 2015 - Present
Edmodo June 2013 - May 2015
Visa March 2011 - May 2013
PLAYSPAN June 2010 - February 2011
PocketChange February 2010 - April 2010
City Year September 2004 - August 2008
Bank of America January 2003 - February 2003
Skills
Product Management, Start-ups, Entrepreneurship, Payments, Monetization, Cross-functional Team..., Competitive Analysis, Strategy, Analytics, Strategic Planning, Digital Media, Product Development, Enterprise Software, Management, Coaching, Leadership, Program Management
Education
Harvard Business School 2008 — 2010
MBA, Business
Wabash College 2000 — 2004
BA, Economics
Richard Carmichael's Bank of America Experience 2004 - 2006
Job MANAGING DIRECTOR at NEIL CERBONE ASSOCIATES, INC.
Industry Management Consulting
Experience
NEIL CERBONE ASSOCIATES, INC. June 2008 - Present
Optima Performance, LLC January 2007 - Present
Bank of America 2004 - 2006
Fleet Bancorp 2001 - 2004
SUMMIT BANK 1998 - 2001
Skills
Coaching, Microsoft Office, Strategic Planning, Program Management, Process Improvement, Business Analysis, Project Management, Change Management, Management Consulting, Business Strategy, Forecasting, Team Building, Banking, Leadership, Business Process..., Analysis, Mergers & Acquisitions, Performance Management, Organizational..., Management, Leadership Development, Business Development, CRM, Talent Management, Executive Management
Education
Harvard Business School
Advanced Management Program
Pace University
Bachelor of Business Administration (BBA), Banking & Finance
NEIL CERBONE ASSOCIATES, INC. June 2008 - Present
Optima Performance, LLC January 2007 - Present
Bank of America 2004 - 2006
Fleet Bancorp 2001 - 2004
SUMMIT BANK 1998 - 2001
Skills
Coaching, Microsoft Office, Strategic Planning, Program Management, Process Improvement, Business Analysis, Project Management, Change Management, Management Consulting, Business Strategy, Forecasting, Team Building, Banking, Leadership, Business Process..., Analysis, Mergers & Acquisitions, Performance Management, Organizational..., Management, Leadership Development, Business Development, CRM, Talent Management, Executive Management
Education
Harvard Business School
Advanced Management Program
Pace University
Bachelor of Business Administration (BBA), Banking & Finance
Smita Quinn's Bank of America Experience 2008 - 2009
Job Senior consumer product and service business growth executive
Industry Financial Services
Experience
Patrin Pharma 2007 - Present
Bank of America 2008 - 2009
Bank of America 2002 - 2007
Bank of America 2001 - 2002
Bank of America 1998 - 2000
Bank of America 1994 - 1998
Barclays American Mortgage 1986 - 1992
Marine Midland Bank 1984 - 1986
Johnson & Johnson 1982 - 1984
Skills
Strategy, Strategic Partnerships, Analytics, Product Management, Business Development, Leadership, Management, E-commerce, Program Management, Process Improvement, Business Strategy, Enterprise Software, Business Intelligence, Mergers & Acquisitions, Analysis, Operations Management, P&L Management, Risk Management, Customer Acquisition, Banking, Relationship Management, Integration, Sales Process, Marketing, Mergers, Sales
Education
Harvard Business School 1980 — 1982
MBA
Northwestern University 1974 — 1978
BS
Patrin Pharma 2007 - Present
Bank of America 2008 - 2009
Bank of America 2002 - 2007
Bank of America 2001 - 2002
Bank of America 1998 - 2000
Bank of America 1994 - 1998
Barclays American Mortgage 1986 - 1992
Marine Midland Bank 1984 - 1986
Johnson & Johnson 1982 - 1984
Skills
Strategy, Strategic Partnerships, Analytics, Product Management, Business Development, Leadership, Management, E-commerce, Program Management, Process Improvement, Business Strategy, Enterprise Software, Business Intelligence, Mergers & Acquisitions, Analysis, Operations Management, P&L Management, Risk Management, Customer Acquisition, Banking, Relationship Management, Integration, Sales Process, Marketing, Mergers, Sales
Education
Harvard Business School 1980 — 1982
MBA
Northwestern University 1974 — 1978
BS
Steve Pollack's Bank of America Experience April 2004 - January 2009
Job VicePresident, Customer Portfolio Management at Bottomline Technologies
Industry Financial Services
Experience
Bottomline Technologies April 2012 - Present
Sovereign Bank June 2009 - December 2011
Bank of America April 2004 - January 2009
Fleet Bank July 1998 - April 2004
Fleet Bank November 1992 - June 1998
Skills
Banking, Product Development, Financial Services, Marketing Strategy, Product Management, Management, Business Strategy, Strategy, Business Analysis, Segmentation, Direct Marketing, Credit, Small Business, Business Process..., Payments, Competitive Analysis, Retail Banking, Business Planning, Product Marketing, Analytics, Brand Management
Education
Harvard Business School
MBA, Marketing and General Management
Harvard College
BA, Psychology and Social Relations
Bottomline Technologies April 2012 - Present
Sovereign Bank June 2009 - December 2011
Bank of America April 2004 - January 2009
Fleet Bank July 1998 - April 2004
Fleet Bank November 1992 - June 1998
Skills
Banking, Product Development, Financial Services, Marketing Strategy, Product Management, Management, Business Strategy, Strategy, Business Analysis, Segmentation, Direct Marketing, Credit, Small Business, Business Process..., Payments, Competitive Analysis, Retail Banking, Business Planning, Product Marketing, Analytics, Brand Management
Education
Harvard Business School
MBA, Marketing and General Management
Harvard College
BA, Psychology and Social Relations
Robert Sinnott's Bank of America Experience June 1976 - June 1981
Job President, CEO at Kayne Anderson Capital Advisors, LP
Industry Investment Management
Experience
Kayne Anderson Capital Advisors, LP February 1992 - Present
Citibank June 1986 - February 1992
United Energy Resources June 1981 - June 1986
Bank of America June 1976 - June 1981
Education
Harvard Business School 1974 — 1976
Finance
Virginia 1967 — 1976
Batchelor of Arts, Econommics
The Choate School
Kayne Anderson Capital Advisors, LP February 1992 - Present
Citibank June 1986 - February 1992
United Energy Resources June 1981 - June 1986
Bank of America June 1976 - June 1981
Education
Harvard Business School 1974 — 1976
Finance
Virginia 1967 — 1976
Batchelor of Arts, Econommics
The Choate School
Pritam K Dey's Bank of America Experience March 2010 - February 2012
Job Sr. Engineer at Integral Development Corp.
Industry Computer Software
Experience
Integral Development Corporation February 2012 - Present
Bank of America March 2010 - February 2012
Bank of America September 2008 - March 2010
Bank of America June 2008 - August 2008
Skills
Java, Python, QlikView, Unix, Data Science, Shell Scripting, Java Enterprise Edition, Business Intelligence, SQL, Distributed Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Oracle, SDLC, Software Project..., C++, C, Perl, Spring, Hibernate, Core Java, Struts, Eclipse, Software Development, Spring Framework, JSP, Web Services, Linux, SOA, Unix Shell Scripting, Algorithms
Education
Harvard Extension School 2015 — 2017
Master of Liberal Arts, Information Technology
National Institute of Technology Calicut 2004 — 2008
B.Tech, Electrical and Electronics Engg
Delhi Public School 1991 — 2004
High School, Science
Integral Development Corporation February 2012 - Present
Bank of America March 2010 - February 2012
Bank of America September 2008 - March 2010
Bank of America June 2008 - August 2008
Skills
Java, Python, QlikView, Unix, Data Science, Shell Scripting, Java Enterprise Edition, Business Intelligence, SQL, Distributed Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Oracle, SDLC, Software Project..., C++, C, Perl, Spring, Hibernate, Core Java, Struts, Eclipse, Software Development, Spring Framework, JSP, Web Services, Linux, SOA, Unix Shell Scripting, Algorithms
Education
Harvard Extension School 2015 — 2017
Master of Liberal Arts, Information Technology
National Institute of Technology Calicut 2004 — 2008
B.Tech, Electrical and Electronics Engg
Delhi Public School 1991 — 2004
High School, Science
Leon Wilson's Bank of America Experience December 1995 - December 2005
Job Chairman, Community Capital Development Corporation
Industry Nonprofit Organization Management
Experience
Community Capital Development Corporation November 2014 - Present
Phoenix Cosmopolitan Group July 2013 - August 2014
Nonprofit Finance Fund December 2006 - May 2013
Bank of America December 1995 - December 2005
General Motors Acceptance Corporation January 1993 - December 1995
Skills
Finance, Governance, Sales Management, Change Management, Product Development, Staff Development, Strategic Planning, Entrepreneurship, Program Management, General Management, Sales, Business Development, Strategy, Management, Leadership, Consulting, Community Outreach, Nonprofits, Leadership Development, Program Development, Public Speaking, Fundraising
Education
Boston University
Bachelor of Arts (B.A.), Business Administration and Management, General
Harvard Business School
PMD
University of Virginia
Graduate School of Consumer Banking
Williams College School of Bankimg
Community Capital Development Corporation November 2014 - Present
Phoenix Cosmopolitan Group July 2013 - August 2014
Nonprofit Finance Fund December 2006 - May 2013
Bank of America December 1995 - December 2005
General Motors Acceptance Corporation January 1993 - December 1995
Skills
Finance, Governance, Sales Management, Change Management, Product Development, Staff Development, Strategic Planning, Entrepreneurship, Program Management, General Management, Sales, Business Development, Strategy, Management, Leadership, Consulting, Community Outreach, Nonprofits, Leadership Development, Program Development, Public Speaking, Fundraising
Education
Boston University
Bachelor of Arts (B.A.), Business Administration and Management, General
Harvard Business School
PMD
University of Virginia
Graduate School of Consumer Banking
Williams College School of Bankimg
Jeff Nathasingh's Bank of America Experience 1997 - 2000
Job Principal at ROYALFERN, LLC
Industry Management Consulting
Experience
ROYALFERN, LLC May 2014 - Present
Compass Bank January 2005 - May 2014
SouthTrust Bank 2001 - 2005
Bank of America 1997 - 2000
Skills
Banking, Corporate Finance, Commercial Banking, Credit, Treasury Management, Loans, Credit Analysis, Commercial Lending, Finance, Financial Analysis, Retail Banking, Management Consulting, Credit Risk, Portfolio Management, Risk Management, Strategic Planning, Financial Modeling, Business Analysis, Cash Management, Financial Risk, Process Improvement, Wealth Management, Mortgage Lending, Strategic Financial..., Forecasting, Financial Institutions, Capital Markets, Fixed Income
Education
Harvard Business School Executive Education
PMD 52
ROYALFERN, LLC May 2014 - Present
Compass Bank January 2005 - May 2014
SouthTrust Bank 2001 - 2005
Bank of America 1997 - 2000
Skills
Banking, Corporate Finance, Commercial Banking, Credit, Treasury Management, Loans, Credit Analysis, Commercial Lending, Finance, Financial Analysis, Retail Banking, Management Consulting, Credit Risk, Portfolio Management, Risk Management, Strategic Planning, Financial Modeling, Business Analysis, Cash Management, Financial Risk, Process Improvement, Wealth Management, Mortgage Lending, Strategic Financial..., Forecasting, Financial Institutions, Capital Markets, Fixed Income
Education
Harvard Business School Executive Education
PMD 52
Bernel Hall's Bank of America Experience 1998 - 2002
Job Chief Executive Officer at Halltown Real Estate
Industry Real Estate
Experience
Halltown Real Estate January 2015 - Present
New York City Housing Authority (NYCHA) 2009 - 2014
Goldman Sachs 2007 - 2008
UBS Investment Bank 2004 - 2007
Bank of America 1998 - 2002
Skills
Real Estate Finance, Real Estate Investment, Real Estate Negotiation, Real Estate, Portfolio Management, Leases, Joint Ventures, Valuation, Asset Management, Private Equity, Property, Management, Investments, Due Diligence, Real Estate Development, Commercial Real Estate, Financial Modeling, Venture Capital, Finance, Real Estate Transactions, Investment Properties, Real Estate Economics, Financial Analysis
Education
Harvard Business School 2002 — 2004
MBA, General Management
North Carolina State University 1994 — 1998
B.S., Business Management
Halltown Real Estate January 2015 - Present
New York City Housing Authority (NYCHA) 2009 - 2014
Goldman Sachs 2007 - 2008
UBS Investment Bank 2004 - 2007
Bank of America 1998 - 2002
Skills
Real Estate Finance, Real Estate Investment, Real Estate Negotiation, Real Estate, Portfolio Management, Leases, Joint Ventures, Valuation, Asset Management, Private Equity, Property, Management, Investments, Due Diligence, Real Estate Development, Commercial Real Estate, Financial Modeling, Venture Capital, Finance, Real Estate Transactions, Investment Properties, Real Estate Economics, Financial Analysis
Education
Harvard Business School 2002 — 2004
MBA, General Management
North Carolina State University 1994 — 1998
B.S., Business Management
Walter J. Foley's Bank of America Experience November 2006 - October 2007
Job Business Development Officer at Cambridge Savings Bank
Industry Banking
Experience
Cambridge Savings Bank April 2015 - Present
Cambridge Savings Bank November 2012 - April 2015
Cambridge Savings Bank April 2012 - November 2012
Sovereign Bank September 2010 - April 2012
Trinity Fund Raising Consultants September 2009 - September 2010
Citibank October 2007 - February 2009
Bank of America November 2006 - October 2007
Bank of America September 2004 - November 2006
BankBoston 1998 - 2000
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Consumer Lending, Cash Management, Sales Management, Investments, Retail Banking, Portfolio Management, Team Building, Sales, Customer Service, Business Analysis, Business Development, Strategy, Small Business, Mortgage Banking, Financial Services, Underwriting, Residential Mortgages, Branch Banking, Management, Strategic Financial..., Credit Risk, Lines Of Credit, Financial Analysis, Risk Management, Internet Banking, Finance, Commercial Mortgages, Business Relationship..., Asset Management, Financial Risk, Cross Selling, Branch Management, Relationship Management, Deposits, Insurance, Loan Origination
Education
Harvard Extension School 1987 — 1991
Bachelor's Degree, Government
University of Bridgeport 1982 — 1985
Assoc., L. Arts
Cambridge Savings Bank April 2015 - Present
Cambridge Savings Bank November 2012 - April 2015
Cambridge Savings Bank April 2012 - November 2012
Sovereign Bank September 2010 - April 2012
Trinity Fund Raising Consultants September 2009 - September 2010
Citibank October 2007 - February 2009
Bank of America November 2006 - October 2007
Bank of America September 2004 - November 2006
BankBoston 1998 - 2000
Skills
Commercial Lending, Commercial Banking, Credit, Credit Analysis, Mortgage Lending, Consumer Lending, Cash Management, Sales Management, Investments, Retail Banking, Portfolio Management, Team Building, Sales, Customer Service, Business Analysis, Business Development, Strategy, Small Business, Mortgage Banking, Financial Services, Underwriting, Residential Mortgages, Branch Banking, Management, Strategic Financial..., Credit Risk, Lines Of Credit, Financial Analysis, Risk Management, Internet Banking, Finance, Commercial Mortgages, Business Relationship..., Asset Management, Financial Risk, Cross Selling, Branch Management, Relationship Management, Deposits, Insurance, Loan Origination
Education
Harvard Extension School 1987 — 1991
Bachelor's Degree, Government
University of Bridgeport 1982 — 1985
Assoc., L. Arts
Romina Abal's Bank of America Experience July 2003 - July 2004
Job Business Development at MasterCard Advisors
Industry Management Consulting
Experience
MasterCard Advisors November 2013 - Present
First Manhattan Consulting Group August 2012 - July 2013
Edgar, Dunn & Company August 2004 - July 2012
Bank of America July 2003 - July 2004
Skills
Business Strategy, Payments, Credit Cards, Mobile Payments, Financial Modeling, Mergers, Management Consulting, Strategy, Financial Services, Strategic Planning, Product Management, Financial Analysis
Education
Harvard Business School 2001 — 2003
Master, Business
MasterCard Advisors November 2013 - Present
First Manhattan Consulting Group August 2012 - July 2013
Edgar, Dunn & Company August 2004 - July 2012
Bank of America July 2003 - July 2004
Skills
Business Strategy, Payments, Credit Cards, Mobile Payments, Financial Modeling, Mergers, Management Consulting, Strategy, Financial Services, Strategic Planning, Product Management, Financial Analysis
Education
Harvard Business School 2001 — 2003
Master, Business
Roger Barr's Bank of America Experience 1976 - 1981
Job Retired
Industry Banking
Experience
Rabobank June 1981 - March 2014
Bank of America 1976 - 1981
U.S. Air Force 1969 - 1974
Education
Harvard Business School 1974 — 1976
MBA
Kansas State University 1965 — 1969
BS, Agriculture Economics
Rabobank June 1981 - March 2014
Bank of America 1976 - 1981
U.S. Air Force 1969 - 1974
Education
Harvard Business School 1974 — 1976
MBA
Kansas State University 1965 — 1969
BS, Agriculture Economics
CYNTHIA GALVAN's Bank of America Experience November 2005 - June 2008
Job Assistant Vice President Client Advisor. SunTrust Bank Private Wealth Management
Industry Financial Services
Experience
SunTrust Bank June 2012 - Present
First Niagara Bank January 2010 - December 2011
Bank of America November 2005 - June 2008
Banc of America Investments June 2004 - November 2005
Bank of America January 2003 - June 2004
Raytheon May 2002 - January 2003
Consulate of Mexico in Boston January 2002 - May 2002
Danzas AEI May 2000 - December 2001
Thomson Financial March 1999 - May 2000
Mellon Financial January 1996 - December 1998
Skills
Banking, Retirement Planning, Credit, Sales, Financial Services, Strategic Planning, Negotiation, Business Strategy, Strategic Financial..., Estate Planning, Consulting, Wealth Management..., Multilingual, Team Leadership, Microsoft Office, Risk Management, Teamwork, Microsoft Excel, Spanish, Financial Planning
Education
College of St. Rose 2007 — 2009
CFP, Financial Planning Certification
Boston University 1997 — 1999
Masters, International Business Management
Harvard University 1996 — 1997
Business Post-Graduate Certification, Business Management
The University of Texas at San Antonio 1991 — 1995
B.A., International Business Management
University of London Union 1994 — 1994
B.A, Business Management
SunTrust Bank June 2012 - Present
First Niagara Bank January 2010 - December 2011
Bank of America November 2005 - June 2008
Banc of America Investments June 2004 - November 2005
Bank of America January 2003 - June 2004
Raytheon May 2002 - January 2003
Consulate of Mexico in Boston January 2002 - May 2002
Danzas AEI May 2000 - December 2001
Thomson Financial March 1999 - May 2000
Mellon Financial January 1996 - December 1998
Skills
Banking, Retirement Planning, Credit, Sales, Financial Services, Strategic Planning, Negotiation, Business Strategy, Strategic Financial..., Estate Planning, Consulting, Wealth Management..., Multilingual, Team Leadership, Microsoft Office, Risk Management, Teamwork, Microsoft Excel, Spanish, Financial Planning
Education
College of St. Rose 2007 — 2009
CFP, Financial Planning Certification
Boston University 1997 — 1999
Masters, International Business Management
Harvard University 1996 — 1997
Business Post-Graduate Certification, Business Management
The University of Texas at San Antonio 1991 — 1995
B.A., International Business Management
University of London Union 1994 — 1994
B.A, Business Management
Noe (Saul) Altan's Bank of America Experience June 2005 - September 2007
Job Account Payables Specialist at Giner, Inc.
Industry Financial Services
Experience
Giner, Inc. December 2009 - Present
Gentry Partners, LLC June 2007 - February 2009
Brooks Brothers2005 June 2005 - December 2007
Bank of America June 2005 - September 2007
Bank of America2005 September 2006 - May 2007
Providence Maritime Heritage Foundation 2003 - 2003
Providence Maritime Heritage Foundation 2003 - 2003
Providence Maritime Heritage Foundation 2003 - 2003
Mrs. Fields Cookies 2000 - 2003
Sloop Providence 2002 - 2002
Skills
Microsoft Office (Word,..., Great Plains, Deltek, Accuracy and Efficiency, Ability to Work within..., Project Planning, Great Plains Software, Customer Service, Strategic Planning, Forecasting, Accounts Payable, Marketing, Research, Analysis
Education
Harvard Extension School 2015 — 2019
Master’s Degree, Masters in Finance, GPA 3.0
Johnson & Wales University 2000 — 2005
B.S., Entrepreneurship
Johnson and Wales University 2000 — 2005
BS, Entrepreneurship
Giner, Inc. December 2009 - Present
Gentry Partners, LLC June 2007 - February 2009
Brooks Brothers2005 June 2005 - December 2007
Bank of America June 2005 - September 2007
Bank of America2005 September 2006 - May 2007
Providence Maritime Heritage Foundation 2003 - 2003
Providence Maritime Heritage Foundation 2003 - 2003
Providence Maritime Heritage Foundation 2003 - 2003
Mrs. Fields Cookies 2000 - 2003
Sloop Providence 2002 - 2002
Skills
Microsoft Office (Word,..., Great Plains, Deltek, Accuracy and Efficiency, Ability to Work within..., Project Planning, Great Plains Software, Customer Service, Strategic Planning, Forecasting, Accounts Payable, Marketing, Research, Analysis
Education
Harvard Extension School 2015 — 2019
Master’s Degree, Masters in Finance, GPA 3.0
Johnson & Wales University 2000 — 2005
B.S., Entrepreneurship
Johnson and Wales University 2000 — 2005
BS, Entrepreneurship
Radhi Thayu's Bank of America Experience 2007 - Present
Job Assistant General Counsel at Bank of America
Industry
Experience
Bank of America 2007 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2006 - 2007
Education
Harvard Law School 2000 — 2003
Stanford University 1996 — 2000
Bank of America 2007 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2006 - 2007
Education
Harvard Law School 2000 — 2003
Stanford University 1996 — 2000
Jennifer Veal's Bank of America Experience December 1999 - February 2001
Job President & CEO at Community Inspired Capital Development, LLC
Industry Real Estate
Experience
Community Inspired Capital Development, LLC June 2013 - Present
Harrison Walker & Harper 2010 - May 2013
Harrison, Walker & Harper April 2003 - 2010
We Pack Logistics 2003 - 2010
Enginex Technologies June 2001 - January 2003
Bank of America December 1999 - February 2001
Skills
Accounting, Financial Reporting, Real Estate Economics, Management, Real Estate, Finance, Corporate Finance, Executive Management, Negotiation, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Project Finance, Real Estate Development, Small Business, New Market Tax Credit..., Budgets, Contract Negotiation, Due Diligence, Strategic Planning
Education
Harvard Business School 2010 — 2010
Texas A&M University-Commerce 2007 — 2010
Masters, Business & Administration
Southern Methodist University - Cox School of Business 1998 — 2000
BA, Finance
Community Inspired Capital Development, LLC June 2013 - Present
Harrison Walker & Harper 2010 - May 2013
Harrison, Walker & Harper April 2003 - 2010
We Pack Logistics 2003 - 2010
Enginex Technologies June 2001 - January 2003
Bank of America December 1999 - February 2001
Skills
Accounting, Financial Reporting, Real Estate Economics, Management, Real Estate, Finance, Corporate Finance, Executive Management, Negotiation, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Project Finance, Real Estate Development, Small Business, New Market Tax Credit..., Budgets, Contract Negotiation, Due Diligence, Strategic Planning
Education
Harvard Business School 2010 — 2010
Texas A&M University-Commerce 2007 — 2010
Masters, Business & Administration
Southern Methodist University - Cox School of Business 1998 — 2000
BA, Finance
Henry Siegel's Bank of America Experience April 2004 - May 2008
Job Managing Director at Trivergance
Industry Financial Services
Experience
Trivergance April 2015 - Present
BNP Paribas February 2015 - April 2015
BNP Paribas October 2010 - April 2015
CJI Capital Markets, Inc. January 2010 - May 2010
Titan America January 2009 - January 2010
Deutsche Bank June 2008 - January 2009
Bank of America April 2004 - May 2008
Mosaic Group/Tranzact January 2002 - March 2004
Marke Communications March 1998 - March 2003
Validea.com March 2000 - December 2001
Skills
Direct Sales, New Business Development, Client Relationship..., CRM, Hedge Funds, Equities, Alternative Investments, Asset Management, Business Planning, Capital Markets, Equity Capital Markets, Financial Services, Lead Generation, Investor Relations, Prime Brokerage, Management, Sales
Education
Harvard Business School 1993 — 1995
MBA
University of Pennsylvania 1986 — 1990
BA, English
Horace Mann
Trivergance April 2015 - Present
BNP Paribas February 2015 - April 2015
BNP Paribas October 2010 - April 2015
CJI Capital Markets, Inc. January 2010 - May 2010
Titan America January 2009 - January 2010
Deutsche Bank June 2008 - January 2009
Bank of America April 2004 - May 2008
Mosaic Group/Tranzact January 2002 - March 2004
Marke Communications March 1998 - March 2003
Validea.com March 2000 - December 2001
Skills
Direct Sales, New Business Development, Client Relationship..., CRM, Hedge Funds, Equities, Alternative Investments, Asset Management, Business Planning, Capital Markets, Equity Capital Markets, Financial Services, Lead Generation, Investor Relations, Prime Brokerage, Management, Sales
Education
Harvard Business School 1993 — 1995
MBA
University of Pennsylvania 1986 — 1990
BA, English
Horace Mann
Wendy T. Louie's Bank of America Experience 1980 - October 1990
Job Top Producing Realtor Assisting Property Sellers, Buyers & Investors in San Francisco's East Bay for 20+ Years
Industry Real Estate
Experience
Better Homes and Gardens Mason-McDuffie Real Estate 2012 - Present
Prudential California Realty August 1990 - 2012
WTL RE Capital Connection 1993 - 1995
Executive Group International 1990 - 1993
Bank of America 1980 - October 1990
Skills
Real Estate, Real Estate Transactions, Real Estate Investor, Listing Homes, Multiple Listing Service, Buyer Representation, First Time Home Buyers, Move Up Buyers, Buyer's Agent, Seller Representation, First Time Home Sellers, First Time Sellers, Relocation Buyers, Creative Problem Solving, Investment Properties, Sales, Sales Management, Sales Presentations, Fiduciary, Marketing Strategy, Marketing, Comparative Market..., Contract Negotiation, Purchasing Negotiation, Real Estate Negotiating, Residential Homes, Single Family Homes, Condos, Residential Income..., Income Property Sales, Customer Service, Client Representation, Commercial Real Estate, Financial Accounting, Financial Analysis, Short Sales, Finance, Sellers, Portfolio Management, Income Properties, SFR
Education
University of Southern California
Master of Business Administration (MBA), Accounting and Finance
Harvard Law School
Master of Laws (LLM), Corporate and International Business Law
National Taiwan University
Bachelor of Laws (LLB)
Better Homes and Gardens Mason-McDuffie Real Estate 2012 - Present
Prudential California Realty August 1990 - 2012
WTL RE Capital Connection 1993 - 1995
Executive Group International 1990 - 1993
Bank of America 1980 - October 1990
Skills
Real Estate, Real Estate Transactions, Real Estate Investor, Listing Homes, Multiple Listing Service, Buyer Representation, First Time Home Buyers, Move Up Buyers, Buyer's Agent, Seller Representation, First Time Home Sellers, First Time Sellers, Relocation Buyers, Creative Problem Solving, Investment Properties, Sales, Sales Management, Sales Presentations, Fiduciary, Marketing Strategy, Marketing, Comparative Market..., Contract Negotiation, Purchasing Negotiation, Real Estate Negotiating, Residential Homes, Single Family Homes, Condos, Residential Income..., Income Property Sales, Customer Service, Client Representation, Commercial Real Estate, Financial Accounting, Financial Analysis, Short Sales, Finance, Sellers, Portfolio Management, Income Properties, SFR
Education
University of Southern California
Master of Business Administration (MBA), Accounting and Finance
Harvard Law School
Master of Laws (LLM), Corporate and International Business Law
National Taiwan University
Bachelor of Laws (LLB)
Eric Karp's Bank of America Experience 2003 - 2008
Job Senior Advisor at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. March 2014 - Present
Sankaty Advisors February 2011 - May 2013
Centaur Capital Management 2009 - 2010
Oak Hill Advisors 2009 - 2010
Bank of America 2003 - 2008
Access Industries 2001 - 2002
J.P. Morgan 1996 - 2000
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Hedge Funds, Alternative Investments, Securities, Leveraged Finance, Investments, Valuation, Financial Modeling, Private Equity, High Yield, LBO, Corporate Finance, Credit, Private Placements, Middle Market, Credit Analysis, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
MBA, Finance
Oak Hill Advisors, L.P. March 2014 - Present
Sankaty Advisors February 2011 - May 2013
Centaur Capital Management 2009 - 2010
Oak Hill Advisors 2009 - 2010
Bank of America 2003 - 2008
Access Industries 2001 - 2002
J.P. Morgan 1996 - 2000
Skills
Capital Markets, Investment Banking, Equities, Fixed Income, Hedge Funds, Alternative Investments, Securities, Leveraged Finance, Investments, Valuation, Financial Modeling, Private Equity, High Yield, LBO, Corporate Finance, Credit, Private Placements, Middle Market, Credit Analysis, Mergers & Acquisitions
Education
Harvard Business School 1985 — 1987
MBA, Finance
Steve Stambaugh's Bank of America Experience 1994 - 2000
Job Investment Real Estate Executive, CFO
Industry Real Estate
Experience
SDS Consulting September 2010 - Present
J.F. Shea Therapeutic Riding Center 2006 - Present
Shea Properties 2000 - 2010
Bank of America 1994 - 2000
Bank of America 1993 - 1994
Far West Realty Advisors 1989 - 1993
Wells Fargo Realty Advisors 1982 - 1989
Deloitte & Touche 1976 - 1980
Education
Harvard Business School
MBA, Finance, Real Estate
Villanova University
B.S. Accounting, Magna cum laude
SDS Consulting September 2010 - Present
J.F. Shea Therapeutic Riding Center 2006 - Present
Shea Properties 2000 - 2010
Bank of America 1994 - 2000
Bank of America 1993 - 1994
Far West Realty Advisors 1989 - 1993
Wells Fargo Realty Advisors 1982 - 1989
Deloitte & Touche 1976 - 1980
Education
Harvard Business School
MBA, Finance, Real Estate
Villanova University
B.S. Accounting, Magna cum laude
Fahad Shahab's Bank of America Experience May 2012 - August 2012
Job Club & Home Hardware OperationsTeam Leader at Procter & Gamble
Industry Management Consulting
Experience
Procter & Gamble May 2013 - Present
Procter & Gamble March 2013 - August 2013
Bank of America May 2012 - August 2012
Sears Holdings Corporation May 2011 - August 2011
PristinePharma, LLC May 2010 - August 2010
Indian Institute of Technology, Delhi May 2010 - July 2010
Skills
Supply Chain, Consulting, Microsoft Excel, Engineering, Matlab, Marketing, Data Analysis, Financial Modeling, Statistics, Financial Analysis, Start-ups, Forecasting, Microsoft Office, Minitab, Six Sigma, Analysis, Cross-functional Team..., Project Management, Supply Chain Management, Team Leadership, Leadership, Process Improvement, Business Process..., Lean Manufacturing
Education
Harvard Business School 2015 — 2015
HBX Core
Purdue University 2008 — 2012
B.S., Industrial Engineering
Procter & Gamble May 2013 - Present
Procter & Gamble March 2013 - August 2013
Bank of America May 2012 - August 2012
Sears Holdings Corporation May 2011 - August 2011
PristinePharma, LLC May 2010 - August 2010
Indian Institute of Technology, Delhi May 2010 - July 2010
Skills
Supply Chain, Consulting, Microsoft Excel, Engineering, Matlab, Marketing, Data Analysis, Financial Modeling, Statistics, Financial Analysis, Start-ups, Forecasting, Microsoft Office, Minitab, Six Sigma, Analysis, Cross-functional Team..., Project Management, Supply Chain Management, Team Leadership, Leadership, Process Improvement, Business Process..., Lean Manufacturing
Education
Harvard Business School 2015 — 2015
HBX Core
Purdue University 2008 — 2012
B.S., Industrial Engineering
Jonathan Ingram's Bank of America Experience October 2003 - August 2012
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo November 2013 - Present
Goldman Sachs June 2013 - August 2013
Bank of America October 2003 - August 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Finance, Bloomberg, Capital Markets, Private Equity, Due Diligence, Equities, Investments, Strategic Financial...
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Science (B.S.) Business Administration, Finance, cum laude
Wells Fargo November 2013 - Present
Goldman Sachs June 2013 - August 2013
Bank of America October 2003 - August 2012
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Investment Banking, Finance, Bloomberg, Capital Markets, Private Equity, Due Diligence, Equities, Investments, Strategic Financial...
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Charlotte 2003 — 2006
Bachelor of Science (B.S.) Business Administration, Finance, cum laude
Allen Shifflet's Bank of America Experience January 1986 - January 1993
Job
Industry Capital Markets
Experience
Merrill Lynch January 2007 - Present
Banc of America Securities January 1996 - January 2007
Bank of America January 1986 - January 1993
Skills
Capital Markets, Structured Finance
Education
Harvard Business School
MBA, focus on Banking and Finance
Haverford College
BA, Economics
Merrill Lynch January 2007 - Present
Banc of America Securities January 1996 - January 2007
Bank of America January 1986 - January 1993
Skills
Capital Markets, Structured Finance
Education
Harvard Business School
MBA, focus on Banking and Finance
Haverford College
BA, Economics
Gregory Baer's Bank of America Experience September 2006 - October 2010
Job President, Clearing House Association; General Counsel, Clearing House Payments Company at The Clearing House
Industry Banking
Experience
The Clearing House Managing Director, Head of Regulatory PolicyJPMorgan Chase & Co.January 2015 - Present
JPMorgan Chase October 2010 - Present
Bank of America September 2006 - October 2010
WilmerHale January 2002 - September 2006
Penguin Putnam January 2001 - 2002
Random House January 2001 - December 2001
U.S. Department of the Treasury June 1997 - January 2001
Federal Reserve Board October 1990 - June 1997
Williams & Connolly September 1987 - October 1990
Skills
Corporate Governance, Litigation, Securities, Corporate Law, Capital Markets, Securities Regulation, Private Equity, Intellectual Property, Management, Banking, Financial Services, Mergers & Acquisitions, Banking Law
Education
University of North Carolina at Chapel Hill 1980 — 1984
A.B., Political Science/Economics
Harvard Law School
JD
The Clearing House Managing Director, Head of Regulatory PolicyJPMorgan Chase & Co.January 2015 - Present
JPMorgan Chase October 2010 - Present
Bank of America September 2006 - October 2010
WilmerHale January 2002 - September 2006
Penguin Putnam January 2001 - 2002
Random House January 2001 - December 2001
U.S. Department of the Treasury June 1997 - January 2001
Federal Reserve Board October 1990 - June 1997
Williams & Connolly September 1987 - October 1990
Skills
Corporate Governance, Litigation, Securities, Corporate Law, Capital Markets, Securities Regulation, Private Equity, Intellectual Property, Management, Banking, Financial Services, Mergers & Acquisitions, Banking Law
Education
University of North Carolina at Chapel Hill 1980 — 1984
A.B., Political Science/Economics
Harvard Law School
JD
Christopher Reale's Bank of America Experience January 1993 - January 2001
Job Partner/owner at Rosewood Investments
Industry Real Estate
Experience
Rosewood Investments 1982 - Present
Volvo Rents Hawaii 2005 - 2010
RSM Equico January 2001 - January 2006
Equico 2000 - 2005
Bank of America January 1993 - January 2001
Skills
Investment Banking, New Business Development, International Business, Precious Metals, Banking, Chemicals, Oil/Gas, Oilfield Services, Budgets, Leases, Commercial Real Estate, Competitive Analysis, Investment Properties, Strategic Planning, Investors, Venture Capital, Selling, Strategic Financial..., Executive Management, Oilfield, Financial Modeling, Sellers, Real Estate Development, Business Strategy, Real Estate Transactions, Negotiation, Luxury, Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Real Estate, Corporate Finance, Business Planning, Entrepreneurship, Joint Ventures, Start-ups, Business Acquisition
Education
Harvard Law School
Certificate, Negotiations
Southern Methodist University
Bachelor of Science (BS), Business and International Business
Southern Methodist University
Bachelor's degree, Intl Bus, English
Trinity School
Rosewood Investments 1982 - Present
Volvo Rents Hawaii 2005 - 2010
RSM Equico January 2001 - January 2006
Equico 2000 - 2005
Bank of America January 1993 - January 2001
Skills
Investment Banking, New Business Development, International Business, Precious Metals, Banking, Chemicals, Oil/Gas, Oilfield Services, Budgets, Leases, Commercial Real Estate, Competitive Analysis, Investment Properties, Strategic Planning, Investors, Venture Capital, Selling, Strategic Financial..., Executive Management, Oilfield, Financial Modeling, Sellers, Real Estate Development, Business Strategy, Real Estate Transactions, Negotiation, Luxury, Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Finance, Real Estate, Corporate Finance, Business Planning, Entrepreneurship, Joint Ventures, Start-ups, Business Acquisition
Education
Harvard Law School
Certificate, Negotiations
Southern Methodist University
Bachelor of Science (BS), Business and International Business
Southern Methodist University
Bachelor's degree, Intl Bus, English
Trinity School
Leonard Levine's Bank of America Experience June 1986 - May 1988
Job Implementation Consultant at ADP
Industry Human Resources
Experience
ADP October 1998 - Present
ADP July 1997 - October 1998
ADP May 1988 - June 1997
Bank of America June 1986 - May 1988
Bank of America November 1984 - September 1985
Chase January 1982 - November 1984
Chase March 1979 - December 1981
Skills
Outsourcing, Human Resources, Marketing, Payroll, Budgets, CRM, ERP, Management, Finance, Strategic Planning, ADP Payroll, HRIS, Benefits Administration, PeopleSoft, Employee Benefits
Education
Harvard Business School 1976 — 1978
Master of Business Administration (M.B.A.)
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Economics
ADP October 1998 - Present
ADP July 1997 - October 1998
ADP May 1988 - June 1997
Bank of America June 1986 - May 1988
Bank of America November 1984 - September 1985
Chase January 1982 - November 1984
Chase March 1979 - December 1981
Skills
Outsourcing, Human Resources, Marketing, Payroll, Budgets, CRM, ERP, Management, Finance, Strategic Planning, ADP Payroll, HRIS, Benefits Administration, PeopleSoft, Employee Benefits
Education
Harvard Business School 1976 — 1978
Master of Business Administration (M.B.A.)
Yale University 1969 — 1973
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS