Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Mackenzie Evans Mackenzie Evans's Bank of America Experience May 2011 - December 2012
Job Seeking Investment Positions
Industry Financial Services
Experience
Birnie Bus Service, Inc June 2014 - Present
Turning Stone Resort Casino April 2015 - Present
Gap Inc./Old Navy January 2012 - January 2015
Advanced Group Financial Services, LLC September 2013 - March 2014
Bank of America May 2011 - December 2012
Skills
Financial Analysis, Strategic Planning, Coaching, Negotiation, Management, Team Leadership, Social Networking, Microsoft Word, Accounting, Microsoft Excel, Teamwork, PowerPoint
Education
Harvard University 2014 — 2014
Certificate, Finance
State University of New York 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.75
Utica College 2011 — 2011
Bachelor, Economics
Herkimer County Community College 2009 — 2010
Associate's degree, General Studies, 3.93
CFA Institute
Birnie Bus Service, Inc June 2014 - Present
Turning Stone Resort Casino April 2015 - Present
Gap Inc./Old Navy January 2012 - January 2015
Advanced Group Financial Services, LLC September 2013 - March 2014
Bank of America May 2011 - December 2012
Skills
Financial Analysis, Strategic Planning, Coaching, Negotiation, Management, Team Leadership, Social Networking, Microsoft Word, Accounting, Microsoft Excel, Teamwork, PowerPoint
Education
Harvard University 2014 — 2014
Certificate, Finance
State University of New York 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.75
Utica College 2011 — 2011
Bachelor, Economics
Herkimer County Community College 2009 — 2010
Associate's degree, General Studies, 3.93
CFA Institute
Marjorie Leong Greenberg Marjorie Leong Greenberg's Bank of America Experience May 1996 - April 1998
Job Senior Advisor at Office of the Governor, State of Arkansas
Industry Government Administration
Experience
Office of the Governor, State of Arkansas January 2015 - Present
Arkansas Secretary of State August 2011 - January 2015
Eye Contact Arkansas June 2009 - August 2011
Bank of America May 1996 - April 1998
Skills
Budget, Public Speaking, Teaching, Fundraising, Editing, Social Networking, Public Relations, Non-profits, Program Development, Research, Curriculum Development, Higher Education, Grant Writing, Strategic Planning, Community Outreach, Grants, Leadership Development, Teachers, Coaching, Customer Service, Government Accounting, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Harvard University
AB, Philosophy
Office of the Governor, State of Arkansas January 2015 - Present
Arkansas Secretary of State August 2011 - January 2015
Eye Contact Arkansas June 2009 - August 2011
Bank of America May 1996 - April 1998
Skills
Budget, Public Speaking, Teaching, Fundraising, Editing, Social Networking, Public Relations, Non-profits, Program Development, Research, Curriculum Development, Higher Education, Grant Writing, Strategic Planning, Community Outreach, Grants, Leadership Development, Teachers, Coaching, Customer Service, Government Accounting, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Finance
Harvard University
AB, Philosophy
Shyam Vichare Shyam Vichare's Bank of America Experience June 2011 - August 2011
Job Senior Consultant at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman January 2014 - Present
Oliver Wyman September 2012 - January 2014
Bank of America June 2011 - August 2011
Motilal Oswal Securities June 2009 - August 2009
Skills
Data Analysis, Stata, Statistics, Financial Modeling, Matlab, Microsoft Office, R, Programming, Problem Solving, C++, Project Management, Probability, Microsoft SQL Server, HTML, UnrealScript, AMPL, Oracle SQL, SQL*Plus, SaaS, Presentation Development, Management Consulting
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Applied Mathematics
The International School of Bangalore 2004 — 2008
International Baccalaureate Diploma
Oliver Wyman January 2014 - Present
Oliver Wyman September 2012 - January 2014
Bank of America June 2011 - August 2011
Motilal Oswal Securities June 2009 - August 2009
Skills
Data Analysis, Stata, Statistics, Financial Modeling, Matlab, Microsoft Office, R, Programming, Problem Solving, C++, Project Management, Probability, Microsoft SQL Server, HTML, UnrealScript, AMPL, Oracle SQL, SQL*Plus, SaaS, Presentation Development, Management Consulting
Education
Harvard University 2008 — 2012
Bachelor of Arts (B.A.), Applied Mathematics
The International School of Bangalore 2004 — 2008
International Baccalaureate Diploma
Ashwin Rastogi Ashwin Rastogi's Bank of America Experience June 2015 - Present
Job Research analyst at Ellington Management Group
Industry Investment Management
Experience
Bank of America June 2015 - Present
Ellington Management Group August 2013 - June 2015
Harvard University September 2008 - May 2013
NIST June 2006 - August 2006
Skills
Stochastic Calculus, Partial Differential..., Mathematical Physics, Mathematical Analysis, Mathematica, Programming, Statistics, LaTeX, Differential Geometry, Algebraic Geometry, String Theory, Quantum Field Theory, Numerical Analysis, Data Analysis, Mathematical Modeling, Quantitative Analytics, Theoretical Physics
Education
Harvard University 2008 — 2013
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
The College of William and Mary 2004 — 2008
BS, Physics and Mathematics, 4.0
Thomas Jefferson High School for Science and Technology 2000 — 2004
Bank of America June 2015 - Present
Ellington Management Group August 2013 - June 2015
Harvard University September 2008 - May 2013
NIST June 2006 - August 2006
Skills
Stochastic Calculus, Partial Differential..., Mathematical Physics, Mathematical Analysis, Mathematica, Programming, Statistics, LaTeX, Differential Geometry, Algebraic Geometry, String Theory, Quantum Field Theory, Numerical Analysis, Data Analysis, Mathematical Modeling, Quantitative Analytics, Theoretical Physics
Education
Harvard University 2008 — 2013
Doctor of Philosophy (Ph.D.), Theoretical and Mathematical Physics
The College of William and Mary 2004 — 2008
BS, Physics and Mathematics, 4.0
Thomas Jefferson High School for Science and Technology 2000 — 2004
Brent Frissora Brent Frissora's Bank of America Experience June 2006 - 2007
Job Founder & Chief Investment Officer at BEF Investments, LLC
Industry Investment Management
Experience
BEF Investments June 2015 - Present
LibreMax Capital, LLC February 2013 - May 2015
LibreMax Capital, LLC June 2012 - August 2012
A.T. Kearney July 2008 - July 2011
Towers Perrin / NexGen Advisors 2007 - May 2008
Bank of America June 2006 - 2007
Skills
Financial Modeling, Private Equity, Valuation, Management Consulting, Due Diligence, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Harvard University 2001 — 2006
Bachelor of Arts (BA), Economics
BEF Investments June 2015 - Present
LibreMax Capital, LLC February 2013 - May 2015
LibreMax Capital, LLC June 2012 - August 2012
A.T. Kearney July 2008 - July 2011
Towers Perrin / NexGen Advisors 2007 - May 2008
Bank of America June 2006 - 2007
Skills
Financial Modeling, Private Equity, Valuation, Management Consulting, Due Diligence, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Harvard University 2001 — 2006
Bachelor of Arts (BA), Economics
Ana Marino Moya Ana Marino Moya's Bank of America Experience 2009 - 2011
Job Risk Project Manager
Industry Banking
Experience
Santander Bank, N.A. January 2014 - Present
Efron Consulting 2011 - December 2013
Bank of America 2009 - 2011
Bank of America 2006 - 2009
Bank of America 2006 - 2009
Bank of America 2004 - 2006
Bank of America 2002 - 2004
Skills
Re-ingeniería de los..., Liderazgo, Gestión y desarrollo de..., Risk Management, Credit Cards, Change Management, Credit, Six Sigma, Retail Banking, Project Management, Operational Risk..., Operations Management, Leadership, Internal Controls, Team Building, Banking, Business Process, Fraud, Underwriting, Collections, Business Process..., Créditos, Gestión de riesgos, Management, Operational Risk, Credit Risk
Education
Harvard University 2015 — 2015
Harvard Extension School, Financial accounting
Universidad Autónoma de Madrid 1993 — 1998
Licenciada, Derecho
Università degli Studi di Urbino 'Carlo Bo' 1996 — 1997
Erasmus, Giurisprudenza
Santander Bank, N.A. January 2014 - Present
Efron Consulting 2011 - December 2013
Bank of America 2009 - 2011
Bank of America 2006 - 2009
Bank of America 2006 - 2009
Bank of America 2004 - 2006
Bank of America 2002 - 2004
Skills
Re-ingeniería de los..., Liderazgo, Gestión y desarrollo de..., Risk Management, Credit Cards, Change Management, Credit, Six Sigma, Retail Banking, Project Management, Operational Risk..., Operations Management, Leadership, Internal Controls, Team Building, Banking, Business Process, Fraud, Underwriting, Collections, Business Process..., Créditos, Gestión de riesgos, Management, Operational Risk, Credit Risk
Education
Harvard University 2015 — 2015
Harvard Extension School, Financial accounting
Universidad Autónoma de Madrid 1993 — 1998
Licenciada, Derecho
Università degli Studi di Urbino 'Carlo Bo' 1996 — 1997
Erasmus, Giurisprudenza
Megan Bowman, GPHR's Bank of America Experience July 2002 - October 2006
Job HR Business Partner at Apple
Industry Human Resources
Experience
Apple June 2013 - Present
Novelis May 2011 - June 2013
Porsche Cars North America September 2010 - April 2011
Abbott March 2008 - October 2010
Marsh October 2006 - March 2008
Bank of America July 2002 - October 2006
eOne Global 2001 - 2002
T. Rowe Price 2000 - 2001
Skills
Talent Management, Deferred Compensation, Employee Relations, Recruiting, Human Resources, Mergers, Personnel Management, Management, Performance Management, HRIS, Talent Acquisition, Succession Planning, Mergers & Acquisitions, Strategy, Onboarding, Leadership, Executive Search, Employee Engagement, Organizational..., Organizational Design, Workforce Planning, Employee Benefits, Training, Labor Relations, HR Consulting, Organizational..., Strategic HR, Applicant Tracking..., Benefits Administration, New Hire Orientations, Compensation & Benefit, HR Policies, College Recruiting
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
Harvard University 1987 — 1991
Bachelor of Arts (B.A.)
Apple June 2013 - Present
Novelis May 2011 - June 2013
Porsche Cars North America September 2010 - April 2011
Abbott March 2008 - October 2010
Marsh October 2006 - March 2008
Bank of America July 2002 - October 2006
eOne Global 2001 - 2002
T. Rowe Price 2000 - 2001
Skills
Talent Management, Deferred Compensation, Employee Relations, Recruiting, Human Resources, Mergers, Personnel Management, Management, Performance Management, HRIS, Talent Acquisition, Succession Planning, Mergers & Acquisitions, Strategy, Onboarding, Leadership, Executive Search, Employee Engagement, Organizational..., Organizational Design, Workforce Planning, Employee Benefits, Training, Labor Relations, HR Consulting, Organizational..., Strategic HR, Applicant Tracking..., Benefits Administration, New Hire Orientations, Compensation & Benefit, HR Policies, College Recruiting
Education
Vanderbilt University - Owen Graduate School of Management 1995 — 1997
MBA
Harvard University 1987 — 1991
Bachelor of Arts (B.A.)
Joe Rogers Joe Rogers's Bank of America Experience October 1995 - October 1998
Job Chairman & CEO, AmBIZ Capital
Industry Capital Markets
Experience
AmBIZ Capital October 1998 - Present
International Venture Laboratories November 2012 - Present
CR&A Custom Printing November 2007 - June 2011
Bank of America October 1995 - October 1998
CITICORP NORTH AMERICAN INVESTMENT BANK May 1993 - September 1995
Skills
Business Analysis, New Business Development, Product Development, Data Analysis, Virtualization, Venture Capital, Trading Systems, Entrepreneurship, Capital Markets, Management Consulting, Trading, Financial Analysis, Early Stage Ventures, New Venture Formation, Accelerator, Equity Valuation, Company Valuation, Enterprise Valuation, Deal Screening, Corporate Venture..., Deal Development, Deal Structures, Term Sheets, Angels, Investment Capital, Emerging Growth..., Equity Funding, Private Funding, Equity Management, FX trading, FX Swaps, FRAs, LIBOR, Eurodollars, Spread Trading, Currency Futures, NDF, FX Spot, FX Operations, Project Management, SQL, Private Equity, Start-ups, Emerging Markets, Corporate Finance, Private Placements, Investor Relations, Investment Banking, Hedge Funds, Portfolio Management
Education
MIT Sloan School of Management 1991 — 1993
M.S. in Management, SM-Class of ’93, Citicorp Finance Fellow– Marketing and Strategy/International Finance
Harvard University 1981 — 1986
B.A. in AAS & Economics, AB-Class of ’86, Afro-American Studies & Economics
The Horace Mann School 1974 — 1981
AmBIZ Capital October 1998 - Present
International Venture Laboratories November 2012 - Present
CR&A Custom Printing November 2007 - June 2011
Bank of America October 1995 - October 1998
CITICORP NORTH AMERICAN INVESTMENT BANK May 1993 - September 1995
Skills
Business Analysis, New Business Development, Product Development, Data Analysis, Virtualization, Venture Capital, Trading Systems, Entrepreneurship, Capital Markets, Management Consulting, Trading, Financial Analysis, Early Stage Ventures, New Venture Formation, Accelerator, Equity Valuation, Company Valuation, Enterprise Valuation, Deal Screening, Corporate Venture..., Deal Development, Deal Structures, Term Sheets, Angels, Investment Capital, Emerging Growth..., Equity Funding, Private Funding, Equity Management, FX trading, FX Swaps, FRAs, LIBOR, Eurodollars, Spread Trading, Currency Futures, NDF, FX Spot, FX Operations, Project Management, SQL, Private Equity, Start-ups, Emerging Markets, Corporate Finance, Private Placements, Investor Relations, Investment Banking, Hedge Funds, Portfolio Management
Education
MIT Sloan School of Management 1991 — 1993
M.S. in Management, SM-Class of ’93, Citicorp Finance Fellow– Marketing and Strategy/International Finance
Harvard University 1981 — 1986
B.A. in AAS & Economics, AB-Class of ’86, Afro-American Studies & Economics
The Horace Mann School 1974 — 1981
Peter Eggenberger Peter Eggenberger's Bank of America Experience June 1988 - October 1996
Job Senior Risk Specialist at Federal Reserve Bank of San Francisco (retired)
Industry Banking
Experience
Federal Reserve Bank of San Francisco October 1996 - February 2015
Bank of America June 1988 - October 1996
Wells Fargo co February 1983 - April 1988
Skills
Auditing, Risk Management, Banking, Financial Risk, Market Risk, Basel II, Credit Risk, Financial Institutions, Enterprise Risk..., Capital Markets, Credit, Valuation, Operational Risk..., Securitization, Financial Analysis, Operational Risk, Financial Modeling, Finance, Management, Portfolio Management, Financial Services, Fixed Income, Credit Analysis, Analysis
Education
University of California, Berkeley 1966 — 1976
Ph.D., Philosophy
Harvard University 1962 — 1966
Bachelor of Arts, Philosophy
Federal Reserve Bank of San Francisco October 1996 - February 2015
Bank of America June 1988 - October 1996
Wells Fargo co February 1983 - April 1988
Skills
Auditing, Risk Management, Banking, Financial Risk, Market Risk, Basel II, Credit Risk, Financial Institutions, Enterprise Risk..., Capital Markets, Credit, Valuation, Operational Risk..., Securitization, Financial Analysis, Operational Risk, Financial Modeling, Finance, Management, Portfolio Management, Financial Services, Fixed Income, Credit Analysis, Analysis
Education
University of California, Berkeley 1966 — 1976
Ph.D., Philosophy
Harvard University 1962 — 1966
Bachelor of Arts, Philosophy
Douglas Britton's Bank of America Experience June 2006 - August 2006
Job CoFounder, Head of Business Development at rankedHiRe
Industry Information Technology and Services
Experience
rankedHiRe April 2014 - Present
EmADgine July 2013 - April 2014
Nickelodeon March 2011 - July 2013
Entertainment Industry August 2007 - June 2013
Bank of America June 2006 - August 2006
BNY Mellon June 2004 - August 2004
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Millburn High School
rankedHiRe April 2014 - Present
EmADgine July 2013 - April 2014
Nickelodeon March 2011 - July 2013
Entertainment Industry August 2007 - June 2013
Bank of America June 2006 - August 2006
BNY Mellon June 2004 - August 2004
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Millburn High School
Chris Pillsbury's Bank of America Experience April 2005 - February 2009
Job Sales and Trading Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities November 2013 - Present
DeMatteo Monness LLC December 2011 - November 2013
MF Global July 2011 - November 2011
Theory Capital September 2009 - February 2011
Bank of America April 2005 - February 2009
J.P. Morgan June 2002 - March 2005
Goldman Sachs March 1999 - May 2002
Skills
Equities, Trading, Hedge Funds, Investment Sales, Asset Management, Fixed Income, Trade Compliance, Settlement, Portfolio Management, Financial Analysis, Prime Brokerage, Securities Lending, Fund Administration, Fundamental Analysis, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Alternative Investments
Education
Harvard University 1989 — 1993
Bachelor of Arts (Economics), Economics
Wilton High School 1985 — 1989
Guggenheim Securities November 2013 - Present
DeMatteo Monness LLC December 2011 - November 2013
MF Global July 2011 - November 2011
Theory Capital September 2009 - February 2011
Bank of America April 2005 - February 2009
J.P. Morgan June 2002 - March 2005
Goldman Sachs March 1999 - May 2002
Skills
Equities, Trading, Hedge Funds, Investment Sales, Asset Management, Fixed Income, Trade Compliance, Settlement, Portfolio Management, Financial Analysis, Prime Brokerage, Securities Lending, Fund Administration, Fundamental Analysis, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Alternative Investments
Education
Harvard University 1989 — 1993
Bachelor of Arts (Economics), Economics
Wilton High School 1985 — 1989
Payal Loungani Payal Loungani's Bank of America Experience September 2006 - 2012
Job Entrepreneurship, green initiatives, startups, social enterprises, impact finance
Industry Banking
Experience
Consultant June 2013 - Present
Harvard Alumni Association 2010 - 2013
Bank of America September 2006 - 2012
Office of Banking Commissioner August 2005 - August 2006
Various academic institutions 2003 - 2005
PNC Financial Services Group / BTM Capital Corporation September 2000 - December 2002
Mellon Financial Corporation (presently BNY Mellon) March 1999 - August 2000
Skills
Risk Management, Banking, Financial Analysis, Commercial Banking, Loans, Management, Portfolio Management, Credit, Credit Risk, Credit Analysis, Business Analysis, Training, Negotiation, Executive Management, Community Outreach, Leadership, Financial Modeling, Fundraising, Finance, Mergers & Acquisitions, Business Development, Management Consulting, Start-ups, Strategy, Competitive Analysis, Entrepreneurship, Analysis, Economics, Project Management, Investments, Corporate Finance, Valuation, Financial Services
Education
Harvard University
ALB
Bank of America 2006 — 2008
Certification, Credit Management Development Program
Turnaround Management Association
Certificate of Completion, 4 CPE credits
International Sivananda Yoga Centres, Cu Chi, Vietnam
Yoga Siromani
University of London
General Certificate of Education (GCE)
Consultant June 2013 - Present
Harvard Alumni Association 2010 - 2013
Bank of America September 2006 - 2012
Office of Banking Commissioner August 2005 - August 2006
Various academic institutions 2003 - 2005
PNC Financial Services Group / BTM Capital Corporation September 2000 - December 2002
Mellon Financial Corporation (presently BNY Mellon) March 1999 - August 2000
Skills
Risk Management, Banking, Financial Analysis, Commercial Banking, Loans, Management, Portfolio Management, Credit, Credit Risk, Credit Analysis, Business Analysis, Training, Negotiation, Executive Management, Community Outreach, Leadership, Financial Modeling, Fundraising, Finance, Mergers & Acquisitions, Business Development, Management Consulting, Start-ups, Strategy, Competitive Analysis, Entrepreneurship, Analysis, Economics, Project Management, Investments, Corporate Finance, Valuation, Financial Services
Education
Harvard University
ALB
Bank of America 2006 — 2008
Certification, Credit Management Development Program
Turnaround Management Association
Certificate of Completion, 4 CPE credits
International Sivananda Yoga Centres, Cu Chi, Vietnam
Yoga Siromani
University of London
General Certificate of Education (GCE)
Adam Cole's Bank of America Experience June 2009 - June 2011
Job Vice President at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital September 2013 - Present
H.I.G. Capital July 2011 - July 2013
Bank of America June 2009 - June 2011
Skills
Investments, LBO, Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Mergers & Acquisitions, Equities, Corporate Development, Financial Services, Economics, Equity Valuation, Alternative Investments, Investor Relations, Derivatives, Equity Research, M&A experience, Business Development, Divestitures, Securities, Financial Structuring, Finance
Education
Harvard University 2005 — 2009
BA, Economics
H.I.G. Capital September 2013 - Present
H.I.G. Capital July 2011 - July 2013
Bank of America June 2009 - June 2011
Skills
Investments, LBO, Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Due Diligence, Mergers & Acquisitions, Equities, Corporate Development, Financial Services, Economics, Equity Valuation, Alternative Investments, Investor Relations, Derivatives, Equity Research, M&A experience, Business Development, Divestitures, Securities, Financial Structuring, Finance
Education
Harvard University 2005 — 2009
BA, Economics
Ezra Rapoport's Bank of America Experience February 2012 - April 2013
Job Trader / Consultant
Industry Capital Markets
Experience
Flammarion Capital Partners May 2014 - Present
White Bay PT November 2013 - May 2014
HAP Capital May 2013 - October 2013
Bank of America February 2012 - April 2013
BNP Paribas February 2011 - December 2011
TransMarket Group, L.L.C. 2009 - 2011
Skills
Signal Processing, High Frequency..., US Treasury Products, Sovereign Debt Markets, Trading, Capital Markets, Proprietary Trading, Market Making, Interest Rate..., Financial Markets, High Frequency Trading, Low Latency, Hedging, Arbitrage, Electronic Trading..., Rates, Electronic Trading, Fixed Income, Portfolio Management
Education
Harvard University 2002 — 2006
SB, Engineering Sciences
Flammarion Capital Partners May 2014 - Present
White Bay PT November 2013 - May 2014
HAP Capital May 2013 - October 2013
Bank of America February 2012 - April 2013
BNP Paribas February 2011 - December 2011
TransMarket Group, L.L.C. 2009 - 2011
Skills
Signal Processing, High Frequency..., US Treasury Products, Sovereign Debt Markets, Trading, Capital Markets, Proprietary Trading, Market Making, Interest Rate..., Financial Markets, High Frequency Trading, Low Latency, Hedging, Arbitrage, Electronic Trading..., Rates, Electronic Trading, Fixed Income, Portfolio Management
Education
Harvard University 2002 — 2006
SB, Engineering Sciences
Daniel Barba Daniel Barba's Bank of America Experience May 1985 - October 1987
Job Experienced NonProfit Executive Director, Attorney and Fiscal Manager
Industry Nonprofit Organization Management
Experience
Children's Hospital & Research Center, Oakland July 2000 - October 2012
East Bay Community Law Center July 1999 - July 2000
UC BERKELEY, BOALT HALL SCHOOL OF LAW August 1993 - July 2000
East Bay Community Law Center August 1993 - July 1999
MUNGER, TOLLES & OLSON October 1991 - July 1993
URBAN RECOVERY LEGAL ASSISTANCE, PUBLIC COUNSEL July 1992 - September 1992
BANK OF AMERICA May 1985 - October 1987
Skills
Customer Service, Program Management, Financial Analysis, Budget Management, Strategic Planning, Contract Management, Program Evaluation, Team Leadership, Supervisory Skills, Policy Analysis, Organizational..., Negotiation, Data Analysis, Contract Negotiation, Quality Assurance, Quality Management, Problem Solving, Report Writing, Editing, Financial Reporting, Data Management, Teaching, Research, Public Speaking, Government Liaison, HIV/AIDS, Grant Writing, Multicultural, Public Health, Public Policy, Non-profits, Event Planning, Corporate Law, Legal Research, Risk Assessment, Risk Management, Due Diligence, Banking, Loans, Credit Risk, Community Outreach, Grants, Volunteer Management, Nonprofits, Fundraising, Budgets, Program Development
Education
Chevron Management Institute 2010 — 2010
Certificate, Non-Profit/Public/Organizational Management
University of California, Berkeley - School of Law 1988 — 1991
Doctor of Law (J.D.), Law
Harvard University 1980 — 1984
Bachelor of Arts (B.A.), European History
Children's Hospital & Research Center, Oakland July 2000 - October 2012
East Bay Community Law Center July 1999 - July 2000
UC BERKELEY, BOALT HALL SCHOOL OF LAW August 1993 - July 2000
East Bay Community Law Center August 1993 - July 1999
MUNGER, TOLLES & OLSON October 1991 - July 1993
URBAN RECOVERY LEGAL ASSISTANCE, PUBLIC COUNSEL July 1992 - September 1992
BANK OF AMERICA May 1985 - October 1987
Skills
Customer Service, Program Management, Financial Analysis, Budget Management, Strategic Planning, Contract Management, Program Evaluation, Team Leadership, Supervisory Skills, Policy Analysis, Organizational..., Negotiation, Data Analysis, Contract Negotiation, Quality Assurance, Quality Management, Problem Solving, Report Writing, Editing, Financial Reporting, Data Management, Teaching, Research, Public Speaking, Government Liaison, HIV/AIDS, Grant Writing, Multicultural, Public Health, Public Policy, Non-profits, Event Planning, Corporate Law, Legal Research, Risk Assessment, Risk Management, Due Diligence, Banking, Loans, Credit Risk, Community Outreach, Grants, Volunteer Management, Nonprofits, Fundraising, Budgets, Program Development
Education
Chevron Management Institute 2010 — 2010
Certificate, Non-Profit/Public/Organizational Management
University of California, Berkeley - School of Law 1988 — 1991
Doctor of Law (J.D.), Law
Harvard University 1980 — 1984
Bachelor of Arts (B.A.), European History
Terri Beattie, MBA, CM&AA, BCIR Terri Beattie, MBA, CM&AA, BCIR's Bank of America Experience 2007 - 2009
Job Partner MAB Consulting / Board Advisor TheTorch.com
Industry Management Consulting
Experience
The Torch 2014 - Present
MAB Consulting, LLC 2011 - Present
Spatial Decision Systems January 2014 - December 2014
Bank of America 2007 - 2009
Lockheed Martin 1984 - 2007
Skills
Strategy, Mergers & Acquisitions, Program Management, Executive Management, Real Estate, Finance, Leadership, Business Planning, Venture Capital, Due Diligence, Corporate Finance, Start-ups, Private Equity, Management, Corporate Development, Restructuring, Acquisition Integration, Strategic Consulting, Entrepreneurship
Education
Harvard University 2012 — 2012
Innovation Strategies, Strategic Management of Growth Companies
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2011
Credential Program, Certified Merger & Acquisition Advisor
Queens University McColl School of Business 2009 — 2011
MBA, Business
London School of Economics and Political Science 2010 — 2010
Continued Studies, International Management/FDI
University of Maryland - Robert H. Smith School of Business 2005 — 2005
Leadership Institute, Financial Strategies
DeAnza College 1998 — 2000
Real Estate Investment and Operations
Texas A&M University
BS, Industrial Engineering
Certifications
The Torch 2014 - Present
MAB Consulting, LLC 2011 - Present
Spatial Decision Systems January 2014 - December 2014
Bank of America 2007 - 2009
Lockheed Martin 1984 - 2007
Skills
Strategy, Mergers & Acquisitions, Program Management, Executive Management, Real Estate, Finance, Leadership, Business Planning, Venture Capital, Due Diligence, Corporate Finance, Start-ups, Private Equity, Management, Corporate Development, Restructuring, Acquisition Integration, Strategic Consulting, Entrepreneurship
Education
Harvard University 2012 — 2012
Innovation Strategies, Strategic Management of Growth Companies
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2011
Credential Program, Certified Merger & Acquisition Advisor
Queens University McColl School of Business 2009 — 2011
MBA, Business
London School of Economics and Political Science 2010 — 2010
Continued Studies, International Management/FDI
University of Maryland - Robert H. Smith School of Business 2005 — 2005
Leadership Institute, Financial Strategies
DeAnza College 1998 — 2000
Real Estate Investment and Operations
Texas A&M University
BS, Industrial Engineering
Certifications
Vihann Kong's Bank of America Experience 2002 - 2004
Job Account Executive at CPower
Industry Oil & Energy
Experience
CPower November 2014 - Present
Applied BioMath January 2014 - Present
Boston Arts Academy September 2013 - Present
Actor / SAG, AFTRA October 2004 - Present
Constellation an Exelon Company January 2007 - November 2014
JPMorgan Chase - BrownCo 2004 - 2006
Bank of America 2002 - 2004
Edwards Wildman Palmer LLP 2000 - 2002
Skills
Energy Markets, Demand Response, Energy, Smart Grid, Natural Gas, Sustainable Energy, CRM, Program Management, Leadership, Electricity Markets, Solar Energy, Energy Policy, Commodity Markets, Renewable Energy, Energy Management, Management, Business Strategy, Power Generation, Alternative Energy, Energy Efficiency, Mergers, Strategy, Project Management, Contract Negotiation, Business Development, Analysis, Strategic Planning, Sales, Procurement, Risk Management, Business Process..., Financial Analysis, Sustainability, Account Management, Contract Management, Operations Management, Energy Conservation, Energy Industry, Customer Service, Market Analysis
Education
Harvard University
Economics
CPower November 2014 - Present
Applied BioMath January 2014 - Present
Boston Arts Academy September 2013 - Present
Actor / SAG, AFTRA October 2004 - Present
Constellation an Exelon Company January 2007 - November 2014
JPMorgan Chase - BrownCo 2004 - 2006
Bank of America 2002 - 2004
Edwards Wildman Palmer LLP 2000 - 2002
Skills
Energy Markets, Demand Response, Energy, Smart Grid, Natural Gas, Sustainable Energy, CRM, Program Management, Leadership, Electricity Markets, Solar Energy, Energy Policy, Commodity Markets, Renewable Energy, Energy Management, Management, Business Strategy, Power Generation, Alternative Energy, Energy Efficiency, Mergers, Strategy, Project Management, Contract Negotiation, Business Development, Analysis, Strategic Planning, Sales, Procurement, Risk Management, Business Process..., Financial Analysis, Sustainability, Account Management, Contract Management, Operations Management, Energy Conservation, Energy Industry, Customer Service, Market Analysis
Education
Harvard University
Economics
Guoneng Zhong's Bank of America Experience March 2012 - March 2013
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2013 - Present
Bank of America March 2012 - March 2013
Royal Bank of Scotland January 2011 - March 2012
Yale University School of Medicine September 2002 - December 2010
Education
Harvard University 1993 — 1997
BA, Biochemistry
J.P. Morgan March 2013 - Present
Bank of America March 2012 - March 2013
Royal Bank of Scotland January 2011 - March 2012
Yale University School of Medicine September 2002 - December 2010
Education
Harvard University 1993 — 1997
BA, Biochemistry
Matt Adkins's Bank of America Experience September 2001 - May 2006
Job Portfolio Manager at First South Bank
Industry Banking
Experience
First South Bank April 2014 - Present
Anka Funds May 2013 - April 2014
PNC April 2011 - March 2013
Scandinavian Child June 2010 - January 2011
Regions May 2006 - February 2010
Bank of America September 2001 - May 2006
Skills
Financial Statement..., Credit Analysis, Cash Flow Lending, Accounts Receivable, Accounting, Real Estate Transactions, Real Estate Financing, Investment Properties, Property Management, Financial Risk, Sales, Leadership, Financial Analysis, Microsoft Excel, Budgets, Commercial Lending, Finance
Education
Harvard University 1992 — 1996
AB, Economics
First South Bank April 2014 - Present
Anka Funds May 2013 - April 2014
PNC April 2011 - March 2013
Scandinavian Child June 2010 - January 2011
Regions May 2006 - February 2010
Bank of America September 2001 - May 2006
Skills
Financial Statement..., Credit Analysis, Cash Flow Lending, Accounts Receivable, Accounting, Real Estate Transactions, Real Estate Financing, Investment Properties, Property Management, Financial Risk, Sales, Leadership, Financial Analysis, Microsoft Excel, Budgets, Commercial Lending, Finance
Education
Harvard University 1992 — 1996
AB, Economics
Robert Almgren Robert Almgren's Bank of America Experience 2005 - 2008
Job President and CoFounder at Quantitative Brokers
Industry Financial Services
Experience
Quantitative Brokers 2008 - Present
Courant Institute of Mathematical Sciences, New York University 2006 - Present
Bank of America 2005 - 2008
University of Toronto 2000 - 2005
University of Chicago 1992 - 2000
University of Paris VII 1992 - 1992
Courant Institute of Mathematical Sciences, New York University 1989 - 1991
Skills
Quantitative Finance, Quantitative Analytics, Derivatives, R, Equities, Bloomberg, Electronic Trading, Trading Systems, VBA, Monte Carlo Simulation, Strategy, Time Series Analysis, Options, Python, C++
Education
Princeton University
Ph.D., Applied and Computational Mathematics
Harvard University
MS, Applied Mathematics
Massachusetts Institute of Technology
BS, Physics, Mathematics
Quantitative Brokers 2008 - Present
Courant Institute of Mathematical Sciences, New York University 2006 - Present
Bank of America 2005 - 2008
University of Toronto 2000 - 2005
University of Chicago 1992 - 2000
University of Paris VII 1992 - 1992
Courant Institute of Mathematical Sciences, New York University 1989 - 1991
Skills
Quantitative Finance, Quantitative Analytics, Derivatives, R, Equities, Bloomberg, Electronic Trading, Trading Systems, VBA, Monte Carlo Simulation, Strategy, Time Series Analysis, Options, Python, C++
Education
Princeton University
Ph.D., Applied and Computational Mathematics
Harvard University
MS, Applied Mathematics
Massachusetts Institute of Technology
BS, Physics, Mathematics
Siobhan Fitzgerald CFE's Bank of America Experience November 2009 - November 2010
Job Fraud Investigator
Industry Government Administration
Experience
Santander Bank, N.A. April 2015 - Present
Financial Exams and Evaluations January 2011 - Present
Commonwealth of Massachusetts December 2013 - May 2014
U.S. Wealth Management November 2012 - January 2013
Weston Financial January 2011 - March 2012
Bank of America November 2009 - November 2010
Siobhan Fitzgerald June 2007 - November 2009
BISYS Regulatory Services October 2006 - December 2006
Investors Capital September 2006 - November 2006
American Express Financial Advisors/Ameriprise December 2003 - July 2006
Skills
Compliance, Financial Services, AML, Fraud, certificate medical..., HIPAA Compliance..., Due Diligence, Financial Risk, Internal Audit, Analysis, Portfolio Management, Management, Anti Money Laundering, Training, Policy
Education
Harvard University 1993 — 1998
Bachelor of Arts, Sociology
Santander Bank, N.A. April 2015 - Present
Financial Exams and Evaluations January 2011 - Present
Commonwealth of Massachusetts December 2013 - May 2014
U.S. Wealth Management November 2012 - January 2013
Weston Financial January 2011 - March 2012
Bank of America November 2009 - November 2010
Siobhan Fitzgerald June 2007 - November 2009
BISYS Regulatory Services October 2006 - December 2006
Investors Capital September 2006 - November 2006
American Express Financial Advisors/Ameriprise December 2003 - July 2006
Skills
Compliance, Financial Services, AML, Fraud, certificate medical..., HIPAA Compliance..., Due Diligence, Financial Risk, Internal Audit, Analysis, Portfolio Management, Management, Anti Money Laundering, Training, Policy
Education
Harvard University 1993 — 1998
Bachelor of Arts, Sociology
Maria Pia Figueiredo's Bank of America Experience September 2004 - May 2010
Job Consumer Product Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. January 2012 - December 2014
Ameriprise Financial Services, Inc. May 2010 - January 2012
Bank of America September 2004 - May 2010
Caritas Norwood Hospital August 2003 - May 2006
GMAC December 1996 - May 2000
UM Consultores April 1994 - August 1996
Skills
Financial Analysis, Analysis, Finance, Forecasting, Business Process, Sales Management, Business Analysis, Business Intelligence, Asset Management, Banking, Business Strategy, Economics, Financial Modeling, Management, Risk Management, Strategic Planning
Education
Harvard University 2003 — 2004
Certificate, CSS-Finance
Pontifícia Universidade Católica do Rio de Janeiro 1990 — 1994
BA, Economics
Santander Bank, N.A. January 2015 - Present
Santander Bank, N.A. January 2012 - December 2014
Ameriprise Financial Services, Inc. May 2010 - January 2012
Bank of America September 2004 - May 2010
Caritas Norwood Hospital August 2003 - May 2006
GMAC December 1996 - May 2000
UM Consultores April 1994 - August 1996
Skills
Financial Analysis, Analysis, Finance, Forecasting, Business Process, Sales Management, Business Analysis, Business Intelligence, Asset Management, Banking, Business Strategy, Economics, Financial Modeling, Management, Risk Management, Strategic Planning
Education
Harvard University 2003 — 2004
Certificate, CSS-Finance
Pontifícia Universidade Católica do Rio de Janeiro 1990 — 1994
BA, Economics
Gregory Griswold Gregory Griswold's Bank of America Experience January 1991 - October 1999
Job V.P. Product Managment at Santander NA
Industry Financial Services
Experience
Santander Bank, N.A. March 2001 - Present
ACI Worldwide October 1999 - March 2001
Bank of America January 1991 - October 1999
Bank of Boston 1991 - 1999
Fleet Bank (formerly BankBoston/Bank of Boston) 1991 - 1999
Skills
Cash Management, Product Management, Treasury Management, Banking
Education
Harvard University 1996 — 1999
CSS, Business Admin
New England College 1985 — 1989
BA, Marketing
Santander Bank, N.A. March 2001 - Present
ACI Worldwide October 1999 - March 2001
Bank of America January 1991 - October 1999
Bank of Boston 1991 - 1999
Fleet Bank (formerly BankBoston/Bank of Boston) 1991 - 1999
Skills
Cash Management, Product Management, Treasury Management, Banking
Education
Harvard University 1996 — 1999
CSS, Business Admin
New England College 1985 — 1989
BA, Marketing
Renee Bell's Bank of America Experience January 1996 - January 1997
Job Director, Training and Development at Russell Reynolds Associates
Industry Human Resources
Experience
Russell Reynolds Associates October 2011 - Present
McKinsey & Co January 2006 - July 2011
McKinsey & Company January 2001 - December 2005
McKinsey & Company January 1999 - January 2001
McKinsey & Company March 1998 - January 1999
Bank of America January 1996 - January 1997
McKinsey and Company January 1993 - January 1995
Education
The University of Chicago Booth School of Business 1995 — 1998
University of Chicago, Harris School of Public Policy 1995 — 1998
MPP
Harvard University 1989 — 1993
BA, Economics/Government
Russell Reynolds Associates October 2011 - Present
McKinsey & Co January 2006 - July 2011
McKinsey & Company January 2001 - December 2005
McKinsey & Company January 1999 - January 2001
McKinsey & Company March 1998 - January 1999
Bank of America January 1996 - January 1997
McKinsey and Company January 1993 - January 1995
Education
The University of Chicago Booth School of Business 1995 — 1998
University of Chicago, Harris School of Public Policy 1995 — 1998
MPP
Harvard University 1989 — 1993
BA, Economics/Government
Steve Vazquez Steve Vazquez's Bank of America Experience 2011 - 2012
Job Investment Officer at CalPERS
Industry Investment Management
Experience
CalPERS March 2012 - Present
Bank of America 2011 - 2012
Credit Suisse 2008 - 2011
Bank of America July 2005 - November 2007
Millennium Pharmaceuticals January 1996 - January 2002
Skills
Asset Management, Structured Credit, Portfolio Management, CLO, Fixed Income, Trading, Securities, Alternative Investments, Structured Products, Investments, Investment Banking, Capital Markets, Private Equity, Derivatives, Financial Structuring, Valuation, Structured Finance
Education
Harvard University
A.B., Computer Science
NYU Stern School of Business
MBA
CalPERS March 2012 - Present
Bank of America 2011 - 2012
Credit Suisse 2008 - 2011
Bank of America July 2005 - November 2007
Millennium Pharmaceuticals January 1996 - January 2002
Skills
Asset Management, Structured Credit, Portfolio Management, CLO, Fixed Income, Trading, Securities, Alternative Investments, Structured Products, Investments, Investment Banking, Capital Markets, Private Equity, Derivatives, Financial Structuring, Valuation, Structured Finance
Education
Harvard University
A.B., Computer Science
NYU Stern School of Business
MBA
Vance Davis, MBA CPA Vance Davis, MBA CPA's Bank of America Experience 2006 - 2010
Job FP&A, IT Finance, Banking, Consultant, Finance Controller
Industry Financial Services
Experience
Citigroup 2011 - Present
Bank of America 2006 - 2010
MBNA 2000 - 2006
Accretive Solutions (CFO Services Inc. before acquisition) 1999 - 2000
Citigroup 1984 - 1999
Arthur Andersen & Co. CPAs 1982 - 1984
Skills
Finance, Strategy, Financial Modeling, Managerial Finance, Analysis, Forecasting, Financial Analysis, Banking, Accounting, Management, Leadership, Strategic Planning, Financial Services, Financial Planning, Process Improvement, Business Analysis, Valuation, Business Intelligence, Essbase, Project Management, Business Planning, Budgets, Start-ups, CRM, Project Planning, Auditing, Internal Controls, Strategic Financial..., Financial Reporting, Financial Accounting, Competitive Analysis, Relationship Management, Relationship Building
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Accounting & Finance
Harvard University 1976 — 1980
BA, Economics
Citigroup 2011 - Present
Bank of America 2006 - 2010
MBNA 2000 - 2006
Accretive Solutions (CFO Services Inc. before acquisition) 1999 - 2000
Citigroup 1984 - 1999
Arthur Andersen & Co. CPAs 1982 - 1984
Skills
Finance, Strategy, Financial Modeling, Managerial Finance, Analysis, Forecasting, Financial Analysis, Banking, Accounting, Management, Leadership, Strategic Planning, Financial Services, Financial Planning, Process Improvement, Business Analysis, Valuation, Business Intelligence, Essbase, Project Management, Business Planning, Budgets, Start-ups, CRM, Project Planning, Auditing, Internal Controls, Strategic Financial..., Financial Reporting, Financial Accounting, Competitive Analysis, Relationship Management, Relationship Building
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Accounting & Finance
Harvard University 1976 — 1980
BA, Economics
Joey Brode's Bank of America Experience 1997 - 2007
Job Retired
Industry Management Consulting
Experience
None June 2013 - Present
Joey Brode Consulting September 2012 - April 2013
Joey Brode Consulting January 2010 - March 2012
Joey Brode Consulting October 2008 - March 2009
Bottomline Technologies October 2007 - September 2008
Bank of America 1997 - 2007
ADP April 1992 - October 1997
Harvard Medical School March 1990 - March 1992
Simulogics April 1989 - January 1990
Bank of New England NA June 1976 - June 1989
Skills
Product Management, Payments, Business Strategy, Sales, E-commerce, Competitive Analysis, Strategy, Change Management, Banking, Management, Treasury Management, Mergers & Acquisitions, Project Management, Management Consulting, Process Improvement, Risk Management, Start-ups, Business Analysis, Vendor Management, Leadership, Consulting, Strategic Planning, Finance, Relationship Management, Executive Management, Financial Services, Business Process..., Portfolio Management, Cash Management, Integrated Marketing
Education
Harvard University 1961 — 1966
BA and MA, Romance Languages, Teaching
None June 2013 - Present
Joey Brode Consulting September 2012 - April 2013
Joey Brode Consulting January 2010 - March 2012
Joey Brode Consulting October 2008 - March 2009
Bottomline Technologies October 2007 - September 2008
Bank of America 1997 - 2007
ADP April 1992 - October 1997
Harvard Medical School March 1990 - March 1992
Simulogics April 1989 - January 1990
Bank of New England NA June 1976 - June 1989
Skills
Product Management, Payments, Business Strategy, Sales, E-commerce, Competitive Analysis, Strategy, Change Management, Banking, Management, Treasury Management, Mergers & Acquisitions, Project Management, Management Consulting, Process Improvement, Risk Management, Start-ups, Business Analysis, Vendor Management, Leadership, Consulting, Strategic Planning, Finance, Relationship Management, Executive Management, Financial Services, Business Process..., Portfolio Management, Cash Management, Integrated Marketing
Education
Harvard University 1961 — 1966
BA and MA, Romance Languages, Teaching
Harry Hummel Harry Hummel's Bank of America Experience January 2006 - June 2007
Job Principal at Event Horizon Capital
Industry Capital Markets
Experience
Event Horizon Capital January 2010 - Present
Event Horizon Capital January 2010 - Present
AllianceBernstein June 2007 - December 2008
Bank of America January 2006 - June 2007
MBNA June 2004 - December 2005
Insight Venture Partners November 2000 - November 2002
Component Software 1997 - 1999
McKinsey & Company March 1992 - July 1997
Skills
Financial Analysis, Management Consulting, Software Development, Hedge Funds, Equities, Financial Modeling, Equity Research, Investments, Business Development, Portfolio Management, Strategy, Venture Capital, Investment Strategies, Investment Management, Alternative Investments, Trading Strategies, Asset Management
Education
Harvard University 1985 — 1992
Ph.D., Chemical Physics
Harvard University 1981 — 1984
A.M., Earth and Planetary Sciences
Yale University 1976 — 1980
B.S., Geology & Geophysics
Event Horizon Capital January 2010 - Present
Event Horizon Capital January 2010 - Present
AllianceBernstein June 2007 - December 2008
Bank of America January 2006 - June 2007
MBNA June 2004 - December 2005
Insight Venture Partners November 2000 - November 2002
Component Software 1997 - 1999
McKinsey & Company March 1992 - July 1997
Skills
Financial Analysis, Management Consulting, Software Development, Hedge Funds, Equities, Financial Modeling, Equity Research, Investments, Business Development, Portfolio Management, Strategy, Venture Capital, Investment Strategies, Investment Management, Alternative Investments, Trading Strategies, Asset Management
Education
Harvard University 1985 — 1992
Ph.D., Chemical Physics
Harvard University 1981 — 1984
A.M., Earth and Planetary Sciences
Yale University 1976 — 1980
B.S., Geology & Geophysics
Crisellyson Soliman's Bank of America Experience June 2012 - August 2012
Job Student at Harvard University
Industry Biotechnology
Experience
Harvard University August 2012 - Present
Bank of America June 2012 - August 2012
Communities in Schools June 2011 - August 2011
Skills
Public Speaking, Research
Education
Harvard University 2012 — 2016
A.B., Biomedical Engineering
Paxon School for Advanced Studies HS 2009 — 2012
Summa Cum Laude • 4.0/4.0 GPA • AP International Diploma
Harvard University August 2012 - Present
Bank of America June 2012 - August 2012
Communities in Schools June 2011 - August 2011
Skills
Public Speaking, Research
Education
Harvard University 2012 — 2016
A.B., Biomedical Engineering
Paxon School for Advanced Studies HS 2009 — 2012
Summa Cum Laude • 4.0/4.0 GPA • AP International Diploma
Andrew Rasanen Andrew Rasanen's Bank of America Experience 1996 - 2001
Job Director
Industry Financial Services
Experience
MUFG December 2010 - Present
MUFG November 2001 - Present
Union Bank November 2001 - November 2010
Bank of America 1996 - 2001
Harvard Divinity School 1986 - 1993
Skills
Editing, Corporate Communications, Nonprofits, Corporate Social..., Strategic Communications, Strategy, Marketing Communications, Newsletters, Public Relations, Management, Training, Public Policy, International Relations, Creative Writing, Internal Communications, Crisis Communications, Copy Editing, Speech Writing, Media Relations, Publications, Journalism
Education
Harvard University 1986 — 1989
A.L.M., Classical Greek Art and Archaeology
Rhode Island School of Design
Certificate, Archaeological Surveying and Illustration
Syracuse University
Bachelor's, English Literature
MUFG December 2010 - Present
MUFG November 2001 - Present
Union Bank November 2001 - November 2010
Bank of America 1996 - 2001
Harvard Divinity School 1986 - 1993
Skills
Editing, Corporate Communications, Nonprofits, Corporate Social..., Strategic Communications, Strategy, Marketing Communications, Newsletters, Public Relations, Management, Training, Public Policy, International Relations, Creative Writing, Internal Communications, Crisis Communications, Copy Editing, Speech Writing, Media Relations, Publications, Journalism
Education
Harvard University 1986 — 1989
A.L.M., Classical Greek Art and Archaeology
Rhode Island School of Design
Certificate, Archaeological Surveying and Illustration
Syracuse University
Bachelor's, English Literature
(C.C.) Xi Gong's Bank of America Experience 2011 - October 2011
Job Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft August 2015 - Present
ZTE June 2012 - August 2012
Radcliffe Institute for Advanced Study at Harvard University September 2011 - December 2011
Bank of America 2011 - October 2011
THINK Together June 2011 - August 2011
Future Business Leaders of America June 2010 - June 2011
Youth Leadership America September 2008 - February 2011
UCLA Neurobiology June 2010 - August 2010
Skills
Research, Public Speaking, Leadership, Leadership Development, Event Planning, Statistics, Social Media Marketing, Community Outreach, PowerPoint, Spanish, Corporate Communications, Editing, Microsoft Word, Data Analysis, Entrepreneurship, Qualitative Research, Microsoft Office, Nonprofits, Social Media, Facebook, Teaching, Team Leadership, Photoshop, Event Management, Microsoft Excel, Fundraising, Java
Education
Harvard University 2011 — 2015
Oxford Academy
Troy High School
Microsoft August 2015 - Present
ZTE June 2012 - August 2012
Radcliffe Institute for Advanced Study at Harvard University September 2011 - December 2011
Bank of America 2011 - October 2011
THINK Together June 2011 - August 2011
Future Business Leaders of America June 2010 - June 2011
Youth Leadership America September 2008 - February 2011
UCLA Neurobiology June 2010 - August 2010
Skills
Research, Public Speaking, Leadership, Leadership Development, Event Planning, Statistics, Social Media Marketing, Community Outreach, PowerPoint, Spanish, Corporate Communications, Editing, Microsoft Word, Data Analysis, Entrepreneurship, Qualitative Research, Microsoft Office, Nonprofits, Social Media, Facebook, Teaching, Team Leadership, Photoshop, Event Management, Microsoft Excel, Fundraising, Java
Education
Harvard University 2011 — 2015
Oxford Academy
Troy High School
Mike Ragunas's Bank of America Experience August 2012 - February 2013
Job Chief Technology Officer at Payfone
Industry Information Technology and Services
Experience
Payfone December 2014 - Present
Fanatics, Inc. March 2013 - August 2014
Bank of America August 2012 - February 2013
Bank of America April 2009 - July 2012
Bank of America December 2005 - March 2009
Staples, Inc. 2002 - 2005
Staples.com 1999 - 2002
Skills
IT Strategy, Vendor Management, SDLC, Enterprise Architecture, Business Analysis, Process Improvement, Program Management, IT Management, Data Warehousing, Risk Management, Project Portfolio..., E-commerce, Integration, PMO, Strategy, Architecture, Change Management, Analytics, Business Intelligence, Outsourcing, Business Process, Governance, Software Project..., Business Process..., Business Transformation, Cross-functional Team..., CRM, Disaster Recovery, Executive Management, Banking, Financial Services, IT Operations, Management Consulting, Architectures, Requirements Analysis
Education
Harvard University 1982 — 1986
Payfone December 2014 - Present
Fanatics, Inc. March 2013 - August 2014
Bank of America August 2012 - February 2013
Bank of America April 2009 - July 2012
Bank of America December 2005 - March 2009
Staples, Inc. 2002 - 2005
Staples.com 1999 - 2002
Skills
IT Strategy, Vendor Management, SDLC, Enterprise Architecture, Business Analysis, Process Improvement, Program Management, IT Management, Data Warehousing, Risk Management, Project Portfolio..., E-commerce, Integration, PMO, Strategy, Architecture, Change Management, Analytics, Business Intelligence, Outsourcing, Business Process, Governance, Software Project..., Business Process..., Business Transformation, Cross-functional Team..., CRM, Disaster Recovery, Executive Management, Banking, Financial Services, IT Operations, Management Consulting, Architectures, Requirements Analysis
Education
Harvard University 1982 — 1986
Randall Grossman Randall Grossman's Bank of America Experience May 2011 - July 2012
Job Information Management and Analytics Executive
Industry Banking
Experience
Fulton Financial Corporation September 2014 - Present
First Niagara Bank July 2012 - May 2014
Bank of America May 2011 - July 2012
HSBC Mortgage Corporation November 2004 - April 2010
- March 2002 - October 2004
Bank One Corporation January 1999 - January 2002
Fleet Financial Group January 1996 - January 1999
Shawmut Bank December 1993 - January 1996
The MAC Group May 1982 - December 1993
Skills
Strategy, CRM, Risk Management, Analytics, Analysis, Process Improvement, Management, Leadership, Banking, Data Analysis, Business Strategy, Forecasting, Program Management, Financial Modeling, Mergers & Acquisitions, Credit, Finance
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Decision Science & Marketing
Harvard University 1980 — 1982
Doctoral Study, Economics
Ohio University 1974 — 1978
B.S., Economics, Mathematics
Fulton Financial Corporation September 2014 - Present
First Niagara Bank July 2012 - May 2014
Bank of America May 2011 - July 2012
HSBC Mortgage Corporation November 2004 - April 2010
- March 2002 - October 2004
Bank One Corporation January 1999 - January 2002
Fleet Financial Group January 1996 - January 1999
Shawmut Bank December 1993 - January 1996
The MAC Group May 1982 - December 1993
Skills
Strategy, CRM, Risk Management, Analytics, Analysis, Process Improvement, Management, Leadership, Banking, Data Analysis, Business Strategy, Forecasting, Program Management, Financial Modeling, Mergers & Acquisitions, Credit, Finance
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Decision Science & Marketing
Harvard University 1980 — 1982
Doctoral Study, Economics
Ohio University 1974 — 1978
B.S., Economics, Mathematics
Bruce Kent Bruce Kent's Bank of America Experience 1998 - 2002
Job Crazy Creative and New Product Ambassador at Wells Fargo
Industry E-Learning
Experience
Wells Fargo November 2011 - Present
Wells Fargo Wealth Management Group February 2008 - April 2012
VitesseLearning, Inc. May 2003 - February 2007
Design Media 2007 - 2007
Bank of America 1998 - 2002
Arnowitz Studios 1994 - 1994
Skills
Instructional Design, Blended Learning, Performance Consulting, Needs Analysis, Training, Learning Management, E-Learning, Captivate, Training Delivery, Multimedia, Leadership, Instructor-led Training, Dreamweaver, Strategy, ADDIE, CRM, Learning Management..., Project Management
Education
Harvard University 1968 — 1975
Bachelor's degree, Education and Social Psychology
San Francisco State University
Wells Fargo November 2011 - Present
Wells Fargo Wealth Management Group February 2008 - April 2012
VitesseLearning, Inc. May 2003 - February 2007
Design Media 2007 - 2007
Bank of America 1998 - 2002
Arnowitz Studios 1994 - 1994
Skills
Instructional Design, Blended Learning, Performance Consulting, Needs Analysis, Training, Learning Management, E-Learning, Captivate, Training Delivery, Multimedia, Leadership, Instructor-led Training, Dreamweaver, Strategy, ADDIE, CRM, Learning Management..., Project Management
Education
Harvard University 1968 — 1975
Bachelor's degree, Education and Social Psychology
San Francisco State University
Lenore Vassil Lenore Vassil's Bank of America Experience 2005 - 2011
Job Proven Senior Leader | Technology | Operations | Fortune 500
Industry Information Technology and Services
Experience
The Torch February 2012 - Present
Bank of America 2005 - 2011
MTV Networks 1999 - May 2005
Verizon 1995 - 1999
NHP Property Management 1992 - 1995
Accenture 1988 - 1992
Skills
Process Engineering, Risk Management, Strategy, Process Improvement, Mergers & Acquisitions, Strategic Planning, Executive Management, SDLC, Vendor Management, Financial Analysis, Start-ups, Banking, Strategic Partnerships, Business Process..., Leadership, Business Analysis, Financial Services, Business Strategy, Management Consulting, IT Strategy, Product Management, Cross-functional Team..., Entrepreneurship, Analytics
Education
Harvard University
Program on Negotiation for Senior Executives
University of Pennsylvania - The Wharton School
Leadership Challenge Development Program
University of Richmond
Bachelor of Business Administration (BBA), Accounting
The Torch February 2012 - Present
Bank of America 2005 - 2011
MTV Networks 1999 - May 2005
Verizon 1995 - 1999
NHP Property Management 1992 - 1995
Accenture 1988 - 1992
Skills
Process Engineering, Risk Management, Strategy, Process Improvement, Mergers & Acquisitions, Strategic Planning, Executive Management, SDLC, Vendor Management, Financial Analysis, Start-ups, Banking, Strategic Partnerships, Business Process..., Leadership, Business Analysis, Financial Services, Business Strategy, Management Consulting, IT Strategy, Product Management, Cross-functional Team..., Entrepreneurship, Analytics
Education
Harvard University
Program on Negotiation for Senior Executives
University of Pennsylvania - The Wharton School
Leadership Challenge Development Program
University of Richmond
Bachelor of Business Administration (BBA), Accounting
Siba Prasad Patro's Bank of America Experience July 2007 - December 2007
Job Principal PRPC Developer at PAREXEL
Industry Information Technology and Services
Experience
PAREXEL March 2012 - Present
Princeton Blue, Inc. December 2010 - March 2012
Synechron March 2010 - October 2010
Incessant Technologies Pvt Ltd January 2008 - March 2010
RBC July 2008 - April 2009
Infosys September 2006 - January 2008
Bank of America July 2007 - December 2007
Private Java Based Company May 2005 - August 2006
Skills
Pega PRPC, Java, Savvion Business Manager, Oracle SQL, Savvion, Pegasystems PRPC, Business Process Design, Java Enterprise Edition, SOA, EAI, Websphere, Weblogic, Requirements Analysis, JSP, Web Services, SDLC, Agile Methodologies, SOAP, Servlets, Oracle, Middleware, Business Process..., Hibernate, Enterprise Software, Struts, WebSphere MQ, JMS, WebSphere, WebLogic
Education
Harvard University
Master's degree, Information Technology
Veer Surendra Sai University of Technology,Burla (Formerly UCE Burla)
BE, Manufacturing Science & Engg
PAREXEL March 2012 - Present
Princeton Blue, Inc. December 2010 - March 2012
Synechron March 2010 - October 2010
Incessant Technologies Pvt Ltd January 2008 - March 2010
RBC July 2008 - April 2009
Infosys September 2006 - January 2008
Bank of America July 2007 - December 2007
Private Java Based Company May 2005 - August 2006
Skills
Pega PRPC, Java, Savvion Business Manager, Oracle SQL, Savvion, Pegasystems PRPC, Business Process Design, Java Enterprise Edition, SOA, EAI, Websphere, Weblogic, Requirements Analysis, JSP, Web Services, SDLC, Agile Methodologies, SOAP, Servlets, Oracle, Middleware, Business Process..., Hibernate, Enterprise Software, Struts, WebSphere MQ, JMS, WebSphere, WebLogic
Education
Harvard University
Master's degree, Information Technology
Veer Surendra Sai University of Technology,Burla (Formerly UCE Burla)
BE, Manufacturing Science & Engg
Ike Anyaoku, PMP's Bank of America Experience July 2006 - March 2008
Job Valuations Manager Equity at GE Capital
Industry Financial Services
Experience
GE Capital September 2014 - Present
NABA 2008 - Present
Deloitte August 2013 - September 2014
Deloitte February 2012 - August 2013
KPMG December 2010 - February 2012
Afrisonore 2010 - 2011
KPMG March 2008 - December 2010
Bank of America July 2006 - March 2008
Verizon Wireless 2005 - 2006
Verizon Wireless 2005 - 2006
Skills
Valuation, Financial Analysis, Private Equity, Mergers & Acquisitions, Structured Finance, Investments, Financial Reporting, Restructuring, Strategy, Financial Risk, Securities, ABS, Structured Products, Tax, Vendor Management, Financial Modeling, Management Consulting, Internal Controls, Business Process..., Economics, Corporate Finance, Banking, Emerging Markets, Internal Audit, Managerial Finance, Accounting, Due Diligence, Analysis, Finance, Management, Strategic Planning, Project Management, Risk Management, Financial Services
Education
Harvard University 2006 — 2008
Certificate of Mgmt, Finance
NJIT, Rutgers University 2004 — 2006
Master of Business Administration (M.B.A.), Business
NJIT, Rutgers University 1999 — 2003
Bachelor’s Degree, Management Information Systems, General
Federal Govt College Lagos 1992 — 1998
High School
GE Capital September 2014 - Present
NABA 2008 - Present
Deloitte August 2013 - September 2014
Deloitte February 2012 - August 2013
KPMG December 2010 - February 2012
Afrisonore 2010 - 2011
KPMG March 2008 - December 2010
Bank of America July 2006 - March 2008
Verizon Wireless 2005 - 2006
Verizon Wireless 2005 - 2006
Skills
Valuation, Financial Analysis, Private Equity, Mergers & Acquisitions, Structured Finance, Investments, Financial Reporting, Restructuring, Strategy, Financial Risk, Securities, ABS, Structured Products, Tax, Vendor Management, Financial Modeling, Management Consulting, Internal Controls, Business Process..., Economics, Corporate Finance, Banking, Emerging Markets, Internal Audit, Managerial Finance, Accounting, Due Diligence, Analysis, Finance, Management, Strategic Planning, Project Management, Risk Management, Financial Services
Education
Harvard University 2006 — 2008
Certificate of Mgmt, Finance
NJIT, Rutgers University 2004 — 2006
Master of Business Administration (M.B.A.), Business
NJIT, Rutgers University 1999 — 2003
Bachelor’s Degree, Management Information Systems, General
Federal Govt College Lagos 1992 — 1998
High School
Bac Nguyen Bac Nguyen's Bank of America Experience 2001 - 2004
Job
Industry Investment Management
Experience
Gearing Capital Partners February 2010 - Present
Stone Advisors April 2009 - Present
Portfolio Realty & Mortgage October 2006 - November 2008
Orix Capital Markets June 2004 - October 2006
Bank of America 2001 - 2004
Societe Generale 1997 - 2000
Skills
Real Estate, Asset Protection, Mergers, Asset Management, Distressed Debt, Distressed M&A, Investment Management, Consulting
Education
Southern Methodist University Dedman School of Law 2004 — 2008
Juris Doctor
Harvard University 1991 — 1995
A.B.
Gearing Capital Partners February 2010 - Present
Stone Advisors April 2009 - Present
Portfolio Realty & Mortgage October 2006 - November 2008
Orix Capital Markets June 2004 - October 2006
Bank of America 2001 - 2004
Societe Generale 1997 - 2000
Skills
Real Estate, Asset Protection, Mergers, Asset Management, Distressed Debt, Distressed M&A, Investment Management, Consulting
Education
Southern Methodist University Dedman School of Law 2004 — 2008
Juris Doctor
Harvard University 1991 — 1995
A.B.
Nat Kidder Nat Kidder's Bank of America Experience August 2011 - February 2012
Job Sr. Java Developer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF January 2012 - Present
Bank of America August 2011 - February 2012
TEKsystems May 2011 - July 2011
Multivision USA December 2009 - May 2011
AOL May 2008 - March 2009
International Monetary Fund December 2004 - April 2008
The Corporate Executive Board September 2004 - November 2004
CarrAmerica June 2003 - September 2004
Motient July 2000 - March 2003
ORBCOMM August 1997 - June 2000
Skills
XML, Oracle, Web Services, SQL, Perl, Databases, Microsoft SQL Server, Java Enterprise Edition, Tomcat, Java
Education
University of Maryland College Park 1991 — 1995
MBA, Business Administration
Dale Carnegie Public Speaking 1991 — 1991
Certificate, Public Speaking and Human Relations
Harvard University 1981 — 1985
BA, Statistical Economics
TIAA-CREF January 2012 - Present
Bank of America August 2011 - February 2012
TEKsystems May 2011 - July 2011
Multivision USA December 2009 - May 2011
AOL May 2008 - March 2009
International Monetary Fund December 2004 - April 2008
The Corporate Executive Board September 2004 - November 2004
CarrAmerica June 2003 - September 2004
Motient July 2000 - March 2003
ORBCOMM August 1997 - June 2000
Skills
XML, Oracle, Web Services, SQL, Perl, Databases, Microsoft SQL Server, Java Enterprise Edition, Tomcat, Java
Education
University of Maryland College Park 1991 — 1995
MBA, Business Administration
Dale Carnegie Public Speaking 1991 — 1991
Certificate, Public Speaking and Human Relations
Harvard University 1981 — 1985
BA, Statistical Economics
Andy Davis, SRES, ABR's Bank of America Experience 1992 - 1995
Job at Davis Associates/Realty Executives
Industry Real Estate
Experience
DAVIS ASSOCIATES/Realty Executives 2004 - Present
Send Out Cards 2007 - Present
TD Minerals, LLC October 2013 - Present
Carlsbad Chamber of Commerce 1996 - 2012
Thornton Davis Minerals 2000 - 2011
Re/Max Associates 2001 - 2004
Ranch & Sea Realty 1995 - 2001
Bank of America 1992 - 1995
Davis Appraisals 1982 - 1992
Davis Associates, Realtors 1986 - 1990
Skills
Condos, Single Family Homes, Relocation, Real Estate, Investors, Sellers, Investment Properties, First Time Home Buyers, Home, Buyer Representation, Buying, Real Estate Investment, Real Estate Transactions, Residential, Luxury, Foreclosures, REO, First Time Buyers, Land, Selling, Listings, Purchase, Distressed Property, Investments, Townhomes, Negotiation, Relocations, Realty, Referrals, Seniors, ABR, Resale, Real Estate Negotiation, Residential Homes, FHA, Property, Resellers, Real Property, Real Estate Economics, Contract Negotiation, Mortgage Lending, Small Business, e-PRO, Short Sales, Buyers, Sales, Leases, Property Management, New Homes
Education
Harvard University 1959 — 1964
BA, Government
Middlesex School 1955 — 1959
DAVIS ASSOCIATES/Realty Executives 2004 - Present
Send Out Cards 2007 - Present
TD Minerals, LLC October 2013 - Present
Carlsbad Chamber of Commerce 1996 - 2012
Thornton Davis Minerals 2000 - 2011
Re/Max Associates 2001 - 2004
Ranch & Sea Realty 1995 - 2001
Bank of America 1992 - 1995
Davis Appraisals 1982 - 1992
Davis Associates, Realtors 1986 - 1990
Skills
Condos, Single Family Homes, Relocation, Real Estate, Investors, Sellers, Investment Properties, First Time Home Buyers, Home, Buyer Representation, Buying, Real Estate Investment, Real Estate Transactions, Residential, Luxury, Foreclosures, REO, First Time Buyers, Land, Selling, Listings, Purchase, Distressed Property, Investments, Townhomes, Negotiation, Relocations, Realty, Referrals, Seniors, ABR, Resale, Real Estate Negotiation, Residential Homes, FHA, Property, Resellers, Real Property, Real Estate Economics, Contract Negotiation, Mortgage Lending, Small Business, e-PRO, Short Sales, Buyers, Sales, Leases, Property Management, New Homes
Education
Harvard University 1959 — 1964
BA, Government
Middlesex School 1955 — 1959
Sheila Akbar's Bank of America Experience 2002 - 2003
Job Director of Education at Signet Education
Industry Education Management
Experience
Signet Education July 2014 - Present
Signet Education June 2012 - Present
Signet Education July 2010 - Present
Indiana University Bloomington, Department of Comparative Literature August 2007 - June 2010
Bank of America 2002 - 2003
Skills
Sat, Literature, Research, Poetry, Tutoring, Writing, French, Teaching, Editing, Public Speaking, Non-profits, Curriculum Design, Data Analysis, Higher Education, Social Media
Education
Indiana University Bloomington 2006 — 2014
PhD, Comparative Literature, Near Eastern Languages and Cultures
Harvard University 2004 — 2005
MA, Near Eastern Languages and Civilizations
Harvard University 1998 — 2002
BA, Near Eastern Languages and Civilizations
Signet Education July 2014 - Present
Signet Education June 2012 - Present
Signet Education July 2010 - Present
Indiana University Bloomington, Department of Comparative Literature August 2007 - June 2010
Bank of America 2002 - 2003
Skills
Sat, Literature, Research, Poetry, Tutoring, Writing, French, Teaching, Editing, Public Speaking, Non-profits, Curriculum Design, Data Analysis, Higher Education, Social Media
Education
Indiana University Bloomington 2006 — 2014
PhD, Comparative Literature, Near Eastern Languages and Cultures
Harvard University 2004 — 2005
MA, Near Eastern Languages and Civilizations
Harvard University 1998 — 2002
BA, Near Eastern Languages and Civilizations
Katharine Waterman Katharine Waterman's Bank of America Experience April 2015 - Present
Job Senior Communications Manager | Corporate & Executive Communications at Bank of America
Industry Financial Services
Experience
Bank of America April 2015 - Present
Bank of America July 2014 - March 2015
Bank of America June 2013 - June 2014
Bank of America June 2012 - August 2012
Southern Weddings Magazine 2009 - 2011
Harvard University 2006 - 2008
Skills
Strategic Communications, Strategy, Management, Publications, Leadership, Social Media, Management Consulting, Analysis
Education
UNC Kenan-Flagler Business School 2011 — 2013
M.B.A., General Management
Harvard University 2005 — 2009
B.A., English and American Literature
Bank of America April 2015 - Present
Bank of America July 2014 - March 2015
Bank of America June 2013 - June 2014
Bank of America June 2012 - August 2012
Southern Weddings Magazine 2009 - 2011
Harvard University 2006 - 2008
Skills
Strategic Communications, Strategy, Management, Publications, Leadership, Social Media, Management Consulting, Analysis
Education
UNC Kenan-Flagler Business School 2011 — 2013
M.B.A., General Management
Harvard University 2005 — 2009
B.A., English and American Literature
Traci Rabindran's Bank of America Experience October 2002 - July 2007
Job Program Manager
Industry Pharmaceuticals
Experience
AbbVie December 2014 - Present
AbbVie November 2013 - December 2014
HSBC June 2012 - November 2013
US Foods February 2012 - May 2012
St. Joseph Health System June 2011 - October 2011
Allstate October 2010 - March 2011
Allstate February 2010 - October 2010
Royal Bank of Scotland January 2008 - July 2009
JPMorgan Chase October 2007 - December 2007
Bank of America October 2002 - July 2007
Skills
Project Management, Project Planning, MS Project, Six Sigma, Microsoft Excel, SDLC, Visio, PowerPoint, SharePoint, Microsoft Office, Access, Root Cause Analysis, Cloud Computing, EMR, Healthcare, IT Infrastructure..., IT Infrastructure Design, Migration Projects, Data Analysis, Data Migration, Data Center, Service Oriented..., Business Process Mapping, Process Improvement, Vendor Management, Credit Cards, MS Excel Pivot Tables, WebEx, Leading Meetings, Presentations, Issue Resolution, Project Status Reporting, Budgets, Clarity, Financial Services, Banking, Foreign Currency, Currency Exchange, Global Operations, Insurance
Education
Harvard University 1990 — 1994
B.A., Mechanical and Materials Science Engineering
AbbVie December 2014 - Present
AbbVie November 2013 - December 2014
HSBC June 2012 - November 2013
US Foods February 2012 - May 2012
St. Joseph Health System June 2011 - October 2011
Allstate October 2010 - March 2011
Allstate February 2010 - October 2010
Royal Bank of Scotland January 2008 - July 2009
JPMorgan Chase October 2007 - December 2007
Bank of America October 2002 - July 2007
Skills
Project Management, Project Planning, MS Project, Six Sigma, Microsoft Excel, SDLC, Visio, PowerPoint, SharePoint, Microsoft Office, Access, Root Cause Analysis, Cloud Computing, EMR, Healthcare, IT Infrastructure..., IT Infrastructure Design, Migration Projects, Data Analysis, Data Migration, Data Center, Service Oriented..., Business Process Mapping, Process Improvement, Vendor Management, Credit Cards, MS Excel Pivot Tables, WebEx, Leading Meetings, Presentations, Issue Resolution, Project Status Reporting, Budgets, Clarity, Financial Services, Banking, Foreign Currency, Currency Exchange, Global Operations, Insurance
Education
Harvard University 1990 — 1994
B.A., Mechanical and Materials Science Engineering
J.D. Opdyke J.D. Opdyke's Bank of America Experience 2010 - 2010
Job Head of Operational Risk Modeling, GE Capital
Industry Financial Services
Experience
GE Capital November 2013 - Present
DataMineit, LLC 2002 - Present
GE Capital 2013 - 2013
Bates White Economic Consulting 2012 - 2013
Barclays Capital 2012 - 2012
Northern Trust 2011 - 2012
Bank of America 2010 - 2010
Correlation Ventures 2007 - 2010
Numerous Economic Consulting and Big 4 Consulting Firms 2007 - 2009
American Express 2006 - 2006
Skills
LGD, Statistics, Econometrics, Risk Analytics, Credit Risk, Market Risk, Operational Risk, SAS, Modeling, Algorithms, Basel II, Economic Capital, Stress Testing, Time Series Analysis, Credit Scoring, RAROC, VAR, Regulatory Capital, Data Mining, Statistical Modeling, Data Analysis, Risk Modeling, Operational Risk..., Credit, Economics, Microeconomics, Capital Adequacy, Logistic Regression, Risk Management, Quantitative Finance, Credit Cards, Banking, Monte Carlo Simulation, Predictive Analytics, Predictive Modeling, Decision Trees, Risk Analysis, Quantitative Analytics, Financial Risk, Financial Modeling, Forecasting, Regulations, Analysis, Derivatives, Finance, Capital Markets, Portfolio Management, Valuation, Fixed Income, Analytics
Education
Massachusetts Institute of Technology 1999 — 1999
ASP Fellow, Statistics - Graduate Mathematics Dept.
Harvard University 1990 — 1992
Masters, Statistics/Econometrics concentration in Public Policy program
Yale University 1983 — 1987
Bachelors
Loyola High School 1979 — 1983
GE Capital November 2013 - Present
DataMineit, LLC 2002 - Present
GE Capital 2013 - 2013
Bates White Economic Consulting 2012 - 2013
Barclays Capital 2012 - 2012
Northern Trust 2011 - 2012
Bank of America 2010 - 2010
Correlation Ventures 2007 - 2010
Numerous Economic Consulting and Big 4 Consulting Firms 2007 - 2009
American Express 2006 - 2006
Skills
LGD, Statistics, Econometrics, Risk Analytics, Credit Risk, Market Risk, Operational Risk, SAS, Modeling, Algorithms, Basel II, Economic Capital, Stress Testing, Time Series Analysis, Credit Scoring, RAROC, VAR, Regulatory Capital, Data Mining, Statistical Modeling, Data Analysis, Risk Modeling, Operational Risk..., Credit, Economics, Microeconomics, Capital Adequacy, Logistic Regression, Risk Management, Quantitative Finance, Credit Cards, Banking, Monte Carlo Simulation, Predictive Analytics, Predictive Modeling, Decision Trees, Risk Analysis, Quantitative Analytics, Financial Risk, Financial Modeling, Forecasting, Regulations, Analysis, Derivatives, Finance, Capital Markets, Portfolio Management, Valuation, Fixed Income, Analytics
Education
Massachusetts Institute of Technology 1999 — 1999
ASP Fellow, Statistics - Graduate Mathematics Dept.
Harvard University 1990 — 1992
Masters, Statistics/Econometrics concentration in Public Policy program
Yale University 1983 — 1987
Bachelors
Loyola High School 1979 — 1983
Ksenia Desautels Ksenia Desautels's Bank of America Experience January 2006 - March 2007
Job Finance and Business Development Director at Netragard, Inc
Industry Information Technology and Services
Experience
Netragard, Inc November 2010 - Present
Harvard University September 2014 - January 2015
Pioneer Investments May 2008 - January 2011
Pioneer Investments May 2007 - May 2008
Bank of America January 2006 - March 2007
Lenexpo Inc 2002 - 2003
Nevsky Sindicate 2000 - 2002
Skills
Asset Managment, Process Improvement, Vulnerability Assessment, Asset Management, Penetration Testing, Security, Web Application Security, Vulnerability Research, PCI DSS, Information Security, Information Security..., Computer Security, Enterprise Risk..., Network Security, Risk Assessment, Strategy, Business Analysis, Risk Management, Leadership, Management, Financial Analysis, Finance, Strategic Planning, Business Strategy, Analysis
Education
Harvard University 2013 — 2015
Master's Degree, Master of Liberal Arts, Finance
Northeastern University 2004 — 2007
Bachelor Of Science, Business Administration, Finance, 3.82
CFA Institute
Netragard, Inc November 2010 - Present
Harvard University September 2014 - January 2015
Pioneer Investments May 2008 - January 2011
Pioneer Investments May 2007 - May 2008
Bank of America January 2006 - March 2007
Lenexpo Inc 2002 - 2003
Nevsky Sindicate 2000 - 2002
Skills
Asset Managment, Process Improvement, Vulnerability Assessment, Asset Management, Penetration Testing, Security, Web Application Security, Vulnerability Research, PCI DSS, Information Security, Information Security..., Computer Security, Enterprise Risk..., Network Security, Risk Assessment, Strategy, Business Analysis, Risk Management, Leadership, Management, Financial Analysis, Finance, Strategic Planning, Business Strategy, Analysis
Education
Harvard University 2013 — 2015
Master's Degree, Master of Liberal Arts, Finance
Northeastern University 2004 — 2007
Bachelor Of Science, Business Administration, Finance, 3.82
CFA Institute
Alexandra Band Alexandra Band's Bank of America Experience 2000 - 2004
Job SVP, Head of Corporate Development
Industry Investment Banking
Experience
Raymond James Financial Inc. July 2011 - Present
Raymond James Financial Inc. June 2006 - July 2011
Bank of America 2000 - 2004
Lucent Technologies 1998 - 2000
BT. Alex Brown 1995 - 1998
Skills
Corporate Finance, Investment Banking, Valuation, Mergers & Acquisitions, Acquisition Integration, Capital Markets, Private Equity, Due Diligence, Corporate Development, Investments, Financial Modeling, Structured Finance, Equities, Financial Analysis, Portfolio Management, Asset Management, Finance, Financial Planning, Strategy, Financial Services, Securities, Wealth Management, Risk Management, Series 7, Alternative Investments, Fixed Income, Business Strategy, Mutual Funds, Venture Capital, Management, Hedge Funds, Strategic Planning, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
MSc (Econ.), European Economics and Integraton
Harvard University 1988 — 1992
BA, Government, Economics, Social Studies
University of Oxford 1990 — 1991
Visiting, PP&E
Raymond James Financial Inc. July 2011 - Present
Raymond James Financial Inc. June 2006 - July 2011
Bank of America 2000 - 2004
Lucent Technologies 1998 - 2000
BT. Alex Brown 1995 - 1998
Skills
Corporate Finance, Investment Banking, Valuation, Mergers & Acquisitions, Acquisition Integration, Capital Markets, Private Equity, Due Diligence, Corporate Development, Investments, Financial Modeling, Structured Finance, Equities, Financial Analysis, Portfolio Management, Asset Management, Finance, Financial Planning, Strategy, Financial Services, Securities, Wealth Management, Risk Management, Series 7, Alternative Investments, Fixed Income, Business Strategy, Mutual Funds, Venture Capital, Management, Hedge Funds, Strategic Planning, Marketing
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
MSc (Econ.), European Economics and Integraton
Harvard University 1988 — 1992
BA, Government, Economics, Social Studies
University of Oxford 1990 — 1991
Visiting, PP&E
Steven Piraino's Bank of America Experience VP; Operations AnalystBank of AmericaJuly 2010 - Present
Job VP; Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America VP; Operations AnalystBank of AmericaJuly 2010 - Present
IHS June 2004 - July 2010
Federal Reserve Board June 2002 - June 2004
Skills
SAS, SQL, Statistics, Data Analysis, Banking, Business Intelligence, Regression Analysis, Sampling, Communication, Project Management, Quantitative Research, Technical Writing
Education
Harvard University 1998 — 2002
Bachelor of Arts (B.A.), Economics, 3.5
Bank of America VP; Operations AnalystBank of AmericaJuly 2010 - Present
IHS June 2004 - July 2010
Federal Reserve Board June 2002 - June 2004
Skills
SAS, SQL, Statistics, Data Analysis, Banking, Business Intelligence, Regression Analysis, Sampling, Communication, Project Management, Quantitative Research, Technical Writing
Education
Harvard University 1998 — 2002
Bachelor of Arts (B.A.), Economics, 3.5
Andrew Dexter Andrew Dexter's Bank of America Experience March 1990 - March 1996
Job Portfolio Manager at HAP Capital
Industry Investment Management
Experience
HAP Capital March 2011 - March 2014
LaBranche & Co. June 2009 - February 2011
Bear Stearns, Inc April 2002 - October 2009
CIBC June 1996 - November 2001
Bank of America March 1990 - March 1996
UBS August 1988 - February 1990
Skills
FX Options, FX Derivatives, Financial Modeling, Mathematical Modeling, Proprietary Trading, Trading Systems, Market Making, ETFs, Precious Metals, Emerging Markets, Absolute Return, Relative Value, Tactical Asset..., Global Macro, Manager Selection, Alternative Investments, Options, Financial Markets, Hedge Funds, Volatility, Fixed Income, Bloomberg, Equities, Trading
Education
The Open University 2010 — 2013
MSc, Mathematics, Distinction
Harvard University 1984 — 1988
AB, Economics
HAP Capital March 2011 - March 2014
LaBranche & Co. June 2009 - February 2011
Bear Stearns, Inc April 2002 - October 2009
CIBC June 1996 - November 2001
Bank of America March 1990 - March 1996
UBS August 1988 - February 1990
Skills
FX Options, FX Derivatives, Financial Modeling, Mathematical Modeling, Proprietary Trading, Trading Systems, Market Making, ETFs, Precious Metals, Emerging Markets, Absolute Return, Relative Value, Tactical Asset..., Global Macro, Manager Selection, Alternative Investments, Options, Financial Markets, Hedge Funds, Volatility, Fixed Income, Bloomberg, Equities, Trading
Education
The Open University 2010 — 2013
MSc, Mathematics, Distinction
Harvard University 1984 — 1988
AB, Economics
Marc Intrater's Bank of America Experience May 2015 - Present
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
Standard Chartered Bank May 2012 - March 2015
Oliver Wyman 2004 - March 2012
Oliver Wyman 2001 - 2004
Oliver Wyman 1997 - 2001
Skills
Credit Risk, Financial Risk, Risk Management, Investment Banking, Operational Risk
Education
Harvard University 1984 — 1988
BA 1988, Mathematics
Bank of America May 2015 - Present
Standard Chartered Bank May 2012 - March 2015
Oliver Wyman 2004 - March 2012
Oliver Wyman 2001 - 2004
Oliver Wyman 1997 - 2001
Skills
Credit Risk, Financial Risk, Risk Management, Investment Banking, Operational Risk
Education
Harvard University 1984 — 1988
BA 1988, Mathematics
Marcelo Castro Salinas Marcelo Castro Salinas's Bank of America Experience 1991 - 1993
Job Managing Director at Banco Santander
Industry Financial Services
Experience
Santander Bank NA August 2014 - Present
Santander Investment Securities Inc January 1998 - July 2014
ING Barings 1994 - December 1997
Bank of America 1991 - 1993
Bank of America 1990 - 1991
Bank of America 1987 - 1990
Education
Harvard University
ALB, Harvard University Extension School
Instituto Tecnológico Autónomo de México
Economics
Santander Bank NA August 2014 - Present
Santander Investment Securities Inc January 1998 - July 2014
ING Barings 1994 - December 1997
Bank of America 1991 - 1993
Bank of America 1990 - 1991
Bank of America 1987 - 1990
Education
Harvard University
ALB, Harvard University Extension School
Instituto Tecnológico Autónomo de México
Economics
David Graves-Witherell David Graves-Witherell's Bank of America Experience March 2006 - August 2007
Job Vice President Relationship Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. March 2015 - Present
East West Bank September 2013 - March 2015
Citibank September 2007 - August 2013
Bank of America March 2006 - August 2007
Bank of America March 2003 - March 2006
Fleet Bank July 2000 - March 2003
BankBoston March 2000 - July 2000
Skills
New Business Development, International Business, Business Relationship..., Banking, CRM, Start-ups, Financial Services, Credit, Finance, Commercial Banking, Cash Management, Business Strategy, Cross Selling, Business Process, Commercial Lending, Relationship Management, Small Business Lending, Cross-functional Team..., Trade Finance, Portfolio Management, Strategy, Business Development, Program Management, Entrepreneurship
Education
Harvard University
Bachelor's Degree, Bachelor of Liberal Arts
William & Mary 1985 — 1989
American School of Paris 1981 — 1985
The American University of Paris
International Business
Santander Bank, N.A. March 2015 - Present
East West Bank September 2013 - March 2015
Citibank September 2007 - August 2013
Bank of America March 2006 - August 2007
Bank of America March 2003 - March 2006
Fleet Bank July 2000 - March 2003
BankBoston March 2000 - July 2000
Skills
New Business Development, International Business, Business Relationship..., Banking, CRM, Start-ups, Financial Services, Credit, Finance, Commercial Banking, Cash Management, Business Strategy, Cross Selling, Business Process, Commercial Lending, Relationship Management, Small Business Lending, Cross-functional Team..., Trade Finance, Portfolio Management, Strategy, Business Development, Program Management, Entrepreneurship
Education
Harvard University
Bachelor's Degree, Bachelor of Liberal Arts
William & Mary 1985 — 1989
American School of Paris 1981 — 1985
The American University of Paris
International Business
Joseph Germanos Joseph Germanos's Bank of America Experience 2010 - September 2015
Job Senior Software Engineer, Web Designer and Architect, Technical Lead, Technical Manager
Industry Computer Software
Experience
CoStar Portfolio Strategy September 2015 - Present
Bank of America 2010 - September 2015
Bank of America 2008 - 2010
Bank of America 2003 - 2008
Standish Mellon Asset Management 2000 - 2003
The Gillette Company ( Procter & Gamble) 1997 - 2000
Skills
SQL, SDLC, Business Analysis, Vendor Management, Agile Methodologies, Enterprise Architecture, Project Management, Software Development, Financial Management..., Modern Standard Arabic, French, Relational Databases, Object Oriented Modeling, Microsoft windows, Java, .net Framework, N-tier architecture, Member of Mensa, Music, Music Theory, Dance, .NET, Business Intelligence, N-tier, Visio, Windows, Management, Leadership, Unix, Databases, Enterprise Software, Microsoft SQL Server, Testing, Consulting, Risk Management, Business Requirements, Financial Services, IT Strategy, Requirements Analysis, Software Project..., Fixed Income, ASP.NET, Microsoft Office
Education
Harvard University 2006 — 2010
Masters, Software Architecture and Engineering
Salem State University 1991 — 1997
Bachelor's Degree, Computer Software Engineering
CoStar Portfolio Strategy September 2015 - Present
Bank of America 2010 - September 2015
Bank of America 2008 - 2010
Bank of America 2003 - 2008
Standish Mellon Asset Management 2000 - 2003
The Gillette Company ( Procter & Gamble) 1997 - 2000
Skills
SQL, SDLC, Business Analysis, Vendor Management, Agile Methodologies, Enterprise Architecture, Project Management, Software Development, Financial Management..., Modern Standard Arabic, French, Relational Databases, Object Oriented Modeling, Microsoft windows, Java, .net Framework, N-tier architecture, Member of Mensa, Music, Music Theory, Dance, .NET, Business Intelligence, N-tier, Visio, Windows, Management, Leadership, Unix, Databases, Enterprise Software, Microsoft SQL Server, Testing, Consulting, Risk Management, Business Requirements, Financial Services, IT Strategy, Requirements Analysis, Software Project..., Fixed Income, ASP.NET, Microsoft Office
Education
Harvard University 2006 — 2010
Masters, Software Architecture and Engineering
Salem State University 1991 — 1997
Bachelor's Degree, Computer Software Engineering
Sebastian Flores's Bank of America Experience June 2009 - August 2009
Job HR & Benefits Advisor at Zenefits
Industry Insurance
Experience
Zenefits August 2015 - Present
Zenefits October 2014 - August 2015
OrderAhead February 2014 - October 2014
Warner Bros. Entertainment Group of Companies June 2012 - August 2012
Harvard Student Agencies January 2010 - 2012
Bank of America June 2009 - August 2009
Skills
Sales, Microsoft Excel, Spanish, Research, Stata, Nonprofits, Pipelines, Public Speaking, Data Analysis, Pipeline Management, Economics, Non-profits, Management, Closing Business
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
Hayward High School 2005 — 2009
Zenefits August 2015 - Present
Zenefits October 2014 - August 2015
OrderAhead February 2014 - October 2014
Warner Bros. Entertainment Group of Companies June 2012 - August 2012
Harvard Student Agencies January 2010 - 2012
Bank of America June 2009 - August 2009
Skills
Sales, Microsoft Excel, Spanish, Research, Stata, Nonprofits, Pipelines, Public Speaking, Data Analysis, Pipeline Management, Economics, Non-profits, Management, Closing Business
Education
Harvard University 2009 — 2013
Bachelor's degree, Economics
Hayward High School 2005 — 2009
Emily Karakashian Emily Karakashian's Bank of America Experience 1998 - June 2002
Job Volunteer Coordinator
Industry Human Resources
Experience
White Pony Express Free General Store February 2015 - Present
UC Berkeley June 2011 - Present
University of California Office of the President June 2010 - July 2011
University of California Berkeley March 2006 - January 2011
University of California Berkeley August 2002 - March 2006
Bank of America 1998 - June 2002
Bank of America June 1983 - June 2002
Skills
Employee Relations, Change Management, Personnel Management, Project Management, Human Resources, Deferred Compensation, HRIS, Career Development, Performance Management, Organizational..., Talent Management, Talent Acquisition, Organizational Structure, Curriculum Design, Workforce Development
Education
Harvard University
BA, Biology
University of Cincinnati
Master of Science (MS), Community Health Planning and Administration
White Pony Express Free General Store February 2015 - Present
UC Berkeley June 2011 - Present
University of California Office of the President June 2010 - July 2011
University of California Berkeley March 2006 - January 2011
University of California Berkeley August 2002 - March 2006
Bank of America 1998 - June 2002
Bank of America June 1983 - June 2002
Skills
Employee Relations, Change Management, Personnel Management, Project Management, Human Resources, Deferred Compensation, HRIS, Career Development, Performance Management, Organizational..., Talent Management, Talent Acquisition, Organizational Structure, Curriculum Design, Workforce Development
Education
Harvard University
BA, Biology
University of Cincinnati
Master of Science (MS), Community Health Planning and Administration
Crystal Stephens Crystal Stephens's Bank of America Experience January 2010 - January 2013
Job Dropbox for Business Sales Manager
Industry Banking
Experience
MarketStar September 2014 - Present
Hudson Heritage Federal Credit Union January 2013 - May 2014
Bank of America January 2010 - January 2013
PN Alarm Company January 2007 - January 2010
Skills
Sales, Leadership, Management, Training, Business Development, Salesforce.com, Coaching, Sales Operations, Sales Management, Finance, Branch Banking, Loan Origination, Microsoft Word, Credit Analysis, Banking, SaaS, Microsoft Office, CRM, Account Management, Branch Management
Education
Harvard University 2015 — 2016
Computer Science
Western International University 2003 — 2005
Associate's degree, Business Administration and Management, General
MarketStar September 2014 - Present
Hudson Heritage Federal Credit Union January 2013 - May 2014
Bank of America January 2010 - January 2013
PN Alarm Company January 2007 - January 2010
Skills
Sales, Leadership, Management, Training, Business Development, Salesforce.com, Coaching, Sales Operations, Sales Management, Finance, Branch Banking, Loan Origination, Microsoft Word, Credit Analysis, Banking, SaaS, Microsoft Office, CRM, Account Management, Branch Management
Education
Harvard University 2015 — 2016
Computer Science
Western International University 2003 — 2005
Associate's degree, Business Administration and Management, General
Erika Ellison Erika Ellison's Bank of America Experience 1997 - 2001
Job Chief Financial Officer at KIPP Metro Atlanta
Industry Education Management
Experience
KIPP Metro Atlanta February 2015 - Present
Self-Employed August 2006 - February 2015
Baltimore City Public Schools June 2013 - February 2014
Touchstone Education, Inc. July 2011 - June 2013
Victory Education Partners June 2010 - November 2010
Mastery Charter Schools March 2008 - June 2010
Democracy Prep Charter Schools 2007 - 2008
Ross Global Academy 2006 - 2007
Bank of America 1997 - 2001
Skills
Non-profits, Staff Development, Strategic Planning, Public Speaking, Financial Analysis, Budgets, Leadership Development, Program Development, Grant Writing, Educational Leadership, Leadership, Community Outreach, Nonprofits, Program Management, Entrepreneurship, Finance, Data Analysis, Project Management, Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance & Strategy
Harvard University 1990 — 1994
BA, English & American Lit & Language
KIPP Metro Atlanta February 2015 - Present
Self-Employed August 2006 - February 2015
Baltimore City Public Schools June 2013 - February 2014
Touchstone Education, Inc. July 2011 - June 2013
Victory Education Partners June 2010 - November 2010
Mastery Charter Schools March 2008 - June 2010
Democracy Prep Charter Schools 2007 - 2008
Ross Global Academy 2006 - 2007
Bank of America 1997 - 2001
Skills
Non-profits, Staff Development, Strategic Planning, Public Speaking, Financial Analysis, Budgets, Leadership Development, Program Development, Grant Writing, Educational Leadership, Leadership, Community Outreach, Nonprofits, Program Management, Entrepreneurship, Finance, Data Analysis, Project Management, Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance & Strategy
Harvard University 1990 — 1994
BA, English & American Lit & Language
Kevin J. Lewis Kevin J. Lewis's Bank of America Experience 1994 - 1999
Job Sr. Functional Analyst at E*TRADE Financial
Industry Program Development
Experience
E*TRADE Financial February 2014 - Present
Suntrust Banks Inc. 2004 - 2013
Metro Information Services 1999 - 2002
Bank of America 1994 - 1999
Skills
Project Management, Risk Management, Strategic Planning, Product Management, Negotiation, Sales, Business Intelligence, Business Analysis, Vendor Management, Process Improvement, Leadership, Relationship Management, Project Planning, Microsoft Office, Data Warehousing, Data analy, Reporting & Analysis, Integration, Analytics, CRM, Strategy, Team Leadership, Requirements Analysis, Enterprise Software, Banking, Program Management, Start-ups, Management, Cross-functional Team..., Product Marketing, Portfolio Management, Analysis, Financial Services, SDLC
Education
Harvard University 1992 — 1993
Special studies in Management
Keene State College 1982 — 1986
B.S., International Business
Burr and Burton Academy
Professional Development
E*TRADE Financial February 2014 - Present
Suntrust Banks Inc. 2004 - 2013
Metro Information Services 1999 - 2002
Bank of America 1994 - 1999
Skills
Project Management, Risk Management, Strategic Planning, Product Management, Negotiation, Sales, Business Intelligence, Business Analysis, Vendor Management, Process Improvement, Leadership, Relationship Management, Project Planning, Microsoft Office, Data Warehousing, Data analy, Reporting & Analysis, Integration, Analytics, CRM, Strategy, Team Leadership, Requirements Analysis, Enterprise Software, Banking, Program Management, Start-ups, Management, Cross-functional Team..., Product Marketing, Portfolio Management, Analysis, Financial Services, SDLC
Education
Harvard University 1992 — 1993
Special studies in Management
Keene State College 1982 — 1986
B.S., International Business
Burr and Burton Academy
Professional Development
Andrea Leone's Bank of America Experience January 2004 - September 2008
Job Marketing Coordinator at STS Component Solutions
Industry Airlines/Aviation
Experience
STS Component Solutions January 2013 - Present
Wells Fargo Capital Finance February 2010 - December 2012
SECU September 2008 - February 2010
Bank of America January 2004 - September 2008
Skills
Sales, Management, Leadership, New Business Development, Process Improvement, Aviation, Loans, Training, Program Management, Business Development, Sales Management, Relationship Management, Marketing, Marketing Strategy, Public Relations, Marketing Communications, Product Marketing, Social Media Marketing, Press Releases, Email Marketing, Newsletters, Online Marketing, Photoshop, Event Planning, Publishing, Adobe Creative Suite, Publications
Education
Harvard University 2000 — 2004
Bachelor of Business Administration (BBA) Marketing, Business Administration and Management, General
STS Component Solutions January 2013 - Present
Wells Fargo Capital Finance February 2010 - December 2012
SECU September 2008 - February 2010
Bank of America January 2004 - September 2008
Skills
Sales, Management, Leadership, New Business Development, Process Improvement, Aviation, Loans, Training, Program Management, Business Development, Sales Management, Relationship Management, Marketing, Marketing Strategy, Public Relations, Marketing Communications, Product Marketing, Social Media Marketing, Press Releases, Email Marketing, Newsletters, Online Marketing, Photoshop, Event Planning, Publishing, Adobe Creative Suite, Publications
Education
Harvard University 2000 — 2004
Bachelor of Business Administration (BBA) Marketing, Business Administration and Management, General
Sylvia E Atchison's Bank of America Experience August 2002 - February 2006
Job Financial Services | Public Relations | Bilingual | Customer Service Focused
Industry Banking
Experience
Arizona Bank & Trust August 2012 - December 2014
Western National Bank/Washington Federal March 2006 - August 2012
Bank of America August 2002 - February 2006
Nextel June 1999 - July 2002
Skills
Customer Service, Culture, Banking, Financial Analysis, Financial Services, Leadership, Team Spirit, Sales, Microsoft Excel, Treasury Management, PowerPoint, Windows, Risk Management, Microsoft Office, Microsoft Word, English, Research, Teaching, HTML, Photoshop, Teamwork, Outlook, Spanish, Team Building, Management, Coaching, Small Business, Mortgage Lending, Loans, Public Speaking, Training, Credit, Sales Management, Marketing, Strategic Planning
Education
Latin University, Costa Rica 1993 — 1997
Bachelor's Degree, Communication Science/Public Relations
American Business Academy, Costa Rica 1990 — 1993
Certificate of Executive Bilingual Secretary
Harvard University
English as a Second Language/Business Writing
Arizona Bank & Trust August 2012 - December 2014
Western National Bank/Washington Federal March 2006 - August 2012
Bank of America August 2002 - February 2006
Nextel June 1999 - July 2002
Skills
Customer Service, Culture, Banking, Financial Analysis, Financial Services, Leadership, Team Spirit, Sales, Microsoft Excel, Treasury Management, PowerPoint, Windows, Risk Management, Microsoft Office, Microsoft Word, English, Research, Teaching, HTML, Photoshop, Teamwork, Outlook, Spanish, Team Building, Management, Coaching, Small Business, Mortgage Lending, Loans, Public Speaking, Training, Credit, Sales Management, Marketing, Strategic Planning
Education
Latin University, Costa Rica 1993 — 1997
Bachelor's Degree, Communication Science/Public Relations
American Business Academy, Costa Rica 1990 — 1993
Certificate of Executive Bilingual Secretary
Harvard University
English as a Second Language/Business Writing
Souleiman Valiev's Bank of America Experience November 2007 - June 2008
Job .NET Architect at ITS Solutions
Industry Financial Services
Experience
ITS Solutions November 1998 - Present
Barclays Capital October 2009 - November 2010
Bank of America November 2007 - June 2008
Skills
SOA, SDLC, C#, Microsoft SQL Server, SQL, .NET, Databases, Data Modeling, Object oriented..., Conceptual, logical and..., Business automation..., Web design with..., Investment portfolio..., Enterprise messaging..., ASP .NET MVC, RESTful ASP MVC, Amazon Web Services..., Java, Integration, Solution Architecture, Design Patterns, Database Design, Vendor Management, Cloud Computing, Architecture, ASP.NET MVC
Education
Harvard University 2012 — 2015
Master's Degree, Windows 8, Windows Store Apps, WNS and Azure Services
Harvard University 2012 — 2014
MS Information Technology Management, Java for Distributed Computing, A
Harvard University 2012 — 2014
MS Information Technology Management, Oracle Database Administration, A
ITS Solutions November 1998 - Present
Barclays Capital October 2009 - November 2010
Bank of America November 2007 - June 2008
Skills
SOA, SDLC, C#, Microsoft SQL Server, SQL, .NET, Databases, Data Modeling, Object oriented..., Conceptual, logical and..., Business automation..., Web design with..., Investment portfolio..., Enterprise messaging..., ASP .NET MVC, RESTful ASP MVC, Amazon Web Services..., Java, Integration, Solution Architecture, Design Patterns, Database Design, Vendor Management, Cloud Computing, Architecture, ASP.NET MVC
Education
Harvard University 2012 — 2015
Master's Degree, Windows 8, Windows Store Apps, WNS and Azure Services
Harvard University 2012 — 2014
MS Information Technology Management, Java for Distributed Computing, A
Harvard University 2012 — 2014
MS Information Technology Management, Oracle Database Administration, A
Felipe Sabogal Felipe Sabogal's Bank of America Experience February 2007 - May 2010
Job CoFounder Managing Partner at Sabesco
Industry Import and Export
Experience
Sabesco November 2012 - Present
Santander Global Facilities July 2012 - October 2012
Jantesa July 2011 - June 2012
Eastern Bank June 2010 - June 2011
Bank of America February 2007 - May 2010
Skills
Financial Analysis, Operations Management, Foreign Languages, Microsoft Office, Microsoft Excel, Military Liaison, Management, Banking, Investments, Finance, Strategy, Business Strategy, Budgets, Start-ups, Project Management
Education
Harvard University 2007 — 2009
Master in Business, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science (B.S.), Management
University of Greenwich 2002 — 2003
Business/Managerial Economics
Universidad Externado de Colombia 1999 — 2000
Finance, Government and International Relations
Braeburn High School Nairobi, Kenya 1994 — 1997
Sabesco November 2012 - Present
Santander Global Facilities July 2012 - October 2012
Jantesa July 2011 - June 2012
Eastern Bank June 2010 - June 2011
Bank of America February 2007 - May 2010
Skills
Financial Analysis, Operations Management, Foreign Languages, Microsoft Office, Microsoft Excel, Military Liaison, Management, Banking, Investments, Finance, Strategy, Business Strategy, Budgets, Start-ups, Project Management
Education
Harvard University 2007 — 2009
Master in Business, Finance
University of Massachusetts at Amherst - Isenberg School of Management 2001 — 2005
Bachelor of Science (B.S.), Management
University of Greenwich 2002 — 2003
Business/Managerial Economics
Universidad Externado de Colombia 1999 — 2000
Finance, Government and International Relations
Braeburn High School Nairobi, Kenya 1994 — 1997
Dr. Saria Raza's Bank of America Experience September 2008 - Present
Job Professional Banker
Industry Banking
Experience
Bank of America September 2008 - Present
Bank of America September 2001 - Present
Education
Harvard University 1994 — 1998
Doctor of Philosophy (PhD), Agricultural Business and Management
Bank of America September 2008 - Present
Bank of America September 2001 - Present
Education
Harvard University 1994 — 1998
Doctor of Philosophy (PhD), Agricultural Business and Management
Sara Johnstone Sara Johnstone's Bank of America Experience July 2001 - April 2005
Job Vice President, Investment Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Jackie Slaugenhaupt Jackie Slaugenhaupt's Bank of America Experience 2004 - 2005
Job Vice President, Senior Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Merrill Lynch April 2011 - Present
Merrill Lynch November 2007 - March 2012
Columbia Management 2005 - 2007
Bank of America 2004 - 2005
Banc of America Capital Management 2000 - 2004
Federated Investors 1996 - 1999
Skills
Series 7, Wealth Management, Financial Services, Asset Management, Investments
Education
Harvard University
University of North Carolina at Charlotte - Belk College of Business
Nicole Parent Haughey's Bank of America Experience 2000 - 2005
Job Entrepreneur & Philanthropist
Industry Financial Services
Experience
United Technologies 2013 - 2015
Vertical Research Partners 2009 - 2013
Credit Suisse 2005 - 2010
Bank of America 2000 - 2005
Skills
Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Asset Management
Education
Harvard University
Bachelor's degree, Economics
United Technologies 2013 - 2015
Vertical Research Partners 2009 - 2013
Credit Suisse 2005 - 2010
Bank of America 2000 - 2005
Skills
Equities, Investments, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Valuation, Asset Management
Education
Harvard University
Bachelor's degree, Economics
Satori Wolf PMP®, MPM™ Satori Wolf PMP®, MPM™'s Bank of America Experience January 2003 - February 2006
Job Media Technology and Applications
Industry Information Technology and Services
Experience
Disney ABC Television September 2011 - Present
Toyota Financial Services July 2011 - November 2011
Disney ABC Television Group February 2011 - June 2011
The Walt Disney Company February 2006 - February 2011
Bank of America January 2003 - February 2006
Education
Harvard University 2004 — 2005
Harvard Business School (HBS) Executive Education
Wellesley College
BA, Psychology/Linguistics
Disney ABC Television September 2011 - Present
Toyota Financial Services July 2011 - November 2011
Disney ABC Television Group February 2011 - June 2011
The Walt Disney Company February 2006 - February 2011
Bank of America January 2003 - February 2006
Education
Harvard University 2004 — 2005
Harvard Business School (HBS) Executive Education
Wellesley College
BA, Psychology/Linguistics
Charles Adebayo von Goins, President & COO Charles Adebayo von Goins, President & COO's Bank of America Experience 2003 - 2004
Job Mabel von Goins, CEO vonGoins Corporation
Industry Management Consulting
Experience
vonGoins Corporation March 2003 - Present
Bank of America 2003 - 2004
PepsiCo 2001 - 2003
IBM Global Services 1999 - 2001
Coca-Cola (USA) 1993 - 1999
Skills
Strategic Planning, Team Building, Management Consulting, Management, International Business, Program Management, Leadership Development, Leadership, Business Strategy, Logistics, Operations Management, Organizational..., Change Management, New Business Development, Government, Process Improvement, Coaching, Business Process..., Public Speaking, Nonprofits, Policy, Negotiation, Community Outreach, Government Contracting, Project Management
Education
Tulane University - A.B. Freeman School of Business 1993 — 1996
Bachelor's Degree, Political Science minor in Army ROTC
Teachers College of Columbia University
Master’s Degree, Education
Harvard University
Sustainability & Environmental Management
vonGoins Corporation March 2003 - Present
Bank of America 2003 - 2004
PepsiCo 2001 - 2003
IBM Global Services 1999 - 2001
Coca-Cola (USA) 1993 - 1999
Skills
Strategic Planning, Team Building, Management Consulting, Management, International Business, Program Management, Leadership Development, Leadership, Business Strategy, Logistics, Operations Management, Organizational..., Change Management, New Business Development, Government, Process Improvement, Coaching, Business Process..., Public Speaking, Nonprofits, Policy, Negotiation, Community Outreach, Government Contracting, Project Management
Education
Tulane University - A.B. Freeman School of Business 1993 — 1996
Bachelor's Degree, Political Science minor in Army ROTC
Teachers College of Columbia University
Master’s Degree, Education
Harvard University
Sustainability & Environmental Management
Jonathan Springer Jonathan Springer's Bank of America Experience August 2010 - July 2013
Job Community Development Manager
Industry Real Estate
Experience
WHEDco April 2015 - Present
New York City Housing Development Corporation August 2013 - August 2014
Bank of America August 2010 - July 2013
Empire State Development Corporation August 2007 - September 2010
Citibank Community Development March 2005 - August 2007
Workforce Investment Company (WinCo) 2002 - 2005
Community Development Finance Consultant 2000 - 2005
Enterprise Social Investment Corporation 1999 - 2000
Northern Manhattan Improvement Corporation 1993 - 1995
New Israel Fund 1990 - 1992
Skills
Real Estate Economics, Affordable Housing, Real Estate, Community Development, Nonprofits, Finance, Real Estate Development, Due Diligence, Management, Asset Management, Policy Analysis, Public Policy, Real Estate Transactions, Investments, Economic Development, Financial Analysis, Portfolio Management, Loans, Commercial Real Estate, Strategic Planning, Grants, Credit, Fundraising, Community Outreach, Dispositions, Program Management, Funding, Public Speaking, Financial Modeling, Capital Markets, Grant Writing, Mortgage Lending, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
New York University School of Law 1995 — 1999
JD
Harvard University 1986 — 1990
AB, Comparative Religion
WHEDco April 2015 - Present
New York City Housing Development Corporation August 2013 - August 2014
Bank of America August 2010 - July 2013
Empire State Development Corporation August 2007 - September 2010
Citibank Community Development March 2005 - August 2007
Workforce Investment Company (WinCo) 2002 - 2005
Community Development Finance Consultant 2000 - 2005
Enterprise Social Investment Corporation 1999 - 2000
Northern Manhattan Improvement Corporation 1993 - 1995
New Israel Fund 1990 - 1992
Skills
Real Estate Economics, Affordable Housing, Real Estate, Community Development, Nonprofits, Finance, Real Estate Development, Due Diligence, Management, Asset Management, Policy Analysis, Public Policy, Real Estate Transactions, Investments, Economic Development, Financial Analysis, Portfolio Management, Loans, Commercial Real Estate, Strategic Planning, Grants, Credit, Fundraising, Community Outreach, Dispositions, Program Management, Funding, Public Speaking, Financial Modeling, Capital Markets, Grant Writing, Mortgage Lending, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
New York University School of Law 1995 — 1999
JD
Harvard University 1986 — 1990
AB, Comparative Religion
Nathan Makino's Bank of America Experience May 2012 - Present
Job Vice President at Bank of America
Industry Market Research
Experience
Bank of America May 2012 - Present
UCLA Kendo December 2003 - Present
Immersive Tech March 2009 - May 2012
Boeing January 2008 - January 2010
Bank of America June 2006 - December 2007
Perris Estate LLC 2004 - 2006
Skills
Online Advertising, Product Management, Research, Business Strategy, Programming, Project Management, Team Leadership, New Business Development, Strategic Planning, HTML, Analysis, Microsoft Office, Product Development, Program Management, Change Management, MySQL, Business Development, Leadership, Competitive Analysis, Social Media, Entrepreneurship, Strategy, Management, Marketing, Start-ups
Education
Harvard University 2009 — 2010
ALM, Information Technology
University of California, Los Angeles 2002 — 2005
BA, Economics
Walnut High School 1998 — 2002
High School
Bank of America May 2012 - Present
UCLA Kendo December 2003 - Present
Immersive Tech March 2009 - May 2012
Boeing January 2008 - January 2010
Bank of America June 2006 - December 2007
Perris Estate LLC 2004 - 2006
Skills
Online Advertising, Product Management, Research, Business Strategy, Programming, Project Management, Team Leadership, New Business Development, Strategic Planning, HTML, Analysis, Microsoft Office, Product Development, Program Management, Change Management, MySQL, Business Development, Leadership, Competitive Analysis, Social Media, Entrepreneurship, Strategy, Management, Marketing, Start-ups
Education
Harvard University 2009 — 2010
ALM, Information Technology
University of California, Los Angeles 2002 — 2005
BA, Economics
Walnut High School 1998 — 2002
High School
Mike Ma's Bank of America Experience May 2014 - April 2015
Job CoFounder & President at Coeio
Industry Consumer Goods
Experience
Coeio May 2015 - Present
ShredBetter November 2013 - Present
Mount Snow November 2006 - Present
Bank of America May 2014 - April 2015
Horsepowered Partners November 2013 - April 2015
Betterment February 2013 - October 2013
The Vanguard Group June 2010 - January 2013
kasina September 2001 - June 2010
iPhrase Technologies (acquired by IBM) February 2000 - May 2001
Trilogy (pcOrder.com) September 1998 - February 2000
Skills
Sales Management, Advertising, Digital Media, Social Media Marketing, Management Consulting, Media Planning, Creative Strategy, Branding Development, Entrepreneurship, Marketing Strategy, Asset Management, Start-ups, People Management, Leadership Development, Business Strategy, Big Picture Thinking, Non-profits, Large Account Sales, Enterprise Software, Asset Managment, Sales, Nonprofits, Management, Marketing, CRM, Leadership, Strategy, Financial Services, Online Marketing, E-commerce, Investments, Strategic Planning, Online Advertising, Business Development, Digital Strategy, Product Management, Brand Development, Executive Management, Morningstar, Selling, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Consulting, Public Relations, New Business Development, Product Marketing, Digital Marketing, Market Research, Lead Generation
Education
Harvard University 1995 — 1998
AB, Philosophy, cum laude
University of Chicago 1994 — 1995
Westlake High School 1990 — 1994
Coeio May 2015 - Present
ShredBetter November 2013 - Present
Mount Snow November 2006 - Present
Bank of America May 2014 - April 2015
Horsepowered Partners November 2013 - April 2015
Betterment February 2013 - October 2013
The Vanguard Group June 2010 - January 2013
kasina September 2001 - June 2010
iPhrase Technologies (acquired by IBM) February 2000 - May 2001
Trilogy (pcOrder.com) September 1998 - February 2000
Skills
Sales Management, Advertising, Digital Media, Social Media Marketing, Management Consulting, Media Planning, Creative Strategy, Branding Development, Entrepreneurship, Marketing Strategy, Asset Management, Start-ups, People Management, Leadership Development, Business Strategy, Big Picture Thinking, Non-profits, Large Account Sales, Enterprise Software, Asset Managment, Sales, Nonprofits, Management, Marketing, CRM, Leadership, Strategy, Financial Services, Online Marketing, E-commerce, Investments, Strategic Planning, Online Advertising, Business Development, Digital Strategy, Product Management, Brand Development, Executive Management, Morningstar, Selling, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Consulting, Public Relations, New Business Development, Product Marketing, Digital Marketing, Market Research, Lead Generation
Education
Harvard University 1995 — 1998
AB, Philosophy, cum laude
University of Chicago 1994 — 1995
Westlake High School 1990 — 1994
Carmen M. Segarra's Bank of America Experience January 2003 - December 2004
Job
Industry Financial Services
Experience
Federal Reserve Bank of New York 2011 - 2012
Societe Generale April 2010 - June 2011
Altura Capital August 2008 - August 2009
Citi January 2005 - December 2008
Bank of America January 2003 - December 2004
McConnell Valdes October 1998 - December 2002
Skills
Corporate Law, Strategy, Investment Banking, Mergers, Emerging Markets, Securities, Private Equity, Asset Managment, Equities, Brokerage, Banking, Management, Corporate Governance, Portfolio Management, Investments, Mergers & Acquisitions, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Due Diligence, Bonds, FINRA, Finance, Financial Markets, Private Banking, Retail Banking, Risk Management, Securities Regulation
Education
Cornell University Law School 1995 — 1998
JD, Business Law and Regulation and International Legal Affairs
Institute of International and Comparative Law Cornell Law School and Universite de Paris (Sorbonne) 1996 — 1996
International Litigation and European Community Law
Columbia University 1994 — 1995
MA, French Cultural Studies
Harvard University 1990 — 1994
BA, History
Federal Reserve Bank of New York 2011 - 2012
Societe Generale April 2010 - June 2011
Altura Capital August 2008 - August 2009
Citi January 2005 - December 2008
Bank of America January 2003 - December 2004
McConnell Valdes October 1998 - December 2002
Skills
Corporate Law, Strategy, Investment Banking, Mergers, Emerging Markets, Securities, Private Equity, Asset Managment, Equities, Brokerage, Banking, Management, Corporate Governance, Portfolio Management, Investments, Mergers & Acquisitions, Financial Services, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Due Diligence, Bonds, FINRA, Finance, Financial Markets, Private Banking, Retail Banking, Risk Management, Securities Regulation
Education
Cornell University Law School 1995 — 1998
JD, Business Law and Regulation and International Legal Affairs
Institute of International and Comparative Law Cornell Law School and Universite de Paris (Sorbonne) 1996 — 1996
International Litigation and European Community Law
Columbia University 1994 — 1995
MA, French Cultural Studies
Harvard University 1990 — 1994
BA, History
Joel A. Gantell's Bank of America Experience June 2011 - Present
Job Database Developer at Tesoro Petroleum
Industry Information Technology and Services
Experience
Tesoro Petroleum February 2013 - Present
Bank of America June 2011 - Present
Kaiser Permanente May 2009 - May 2011
Kaiser Permanente August 2006 - February 2009
Countrywide Home Loan May 2001 - July 2006
Skills
SQL, Business Intelligence, Data Warehousing, Databases, Access, Data Analysis, Microsoft SQL Server, Database Design, SAS, Predictive Analytics, Business Analysis, Analysis, SDLC, T-SQL, Data Mining, Data Modeling, Teradata Data Warehouse, VBA, Microsoft Excel, ETL, Crystal Reports, Software Development, Oracle, SSRS, Analytics, Visio, Requirements Gathering, SharePoint, Statistical Modeling, Teradata, VB.NET, Systems Analysis, T-SQL Stored Procedures, Software Project..., Program Management, .NET, C#, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Strategy, Predictive Modeling, Statistics, Cognos, Integration, Visual Studio, Solution Architecture, Microsoft Access, Relational Databases, Data Management
Education
Harvard University
Graduate School of Arts and Sciences
Hunter College
Major: Russian
Tesoro Petroleum February 2013 - Present
Bank of America June 2011 - Present
Kaiser Permanente May 2009 - May 2011
Kaiser Permanente August 2006 - February 2009
Countrywide Home Loan May 2001 - July 2006
Skills
SQL, Business Intelligence, Data Warehousing, Databases, Access, Data Analysis, Microsoft SQL Server, Database Design, SAS, Predictive Analytics, Business Analysis, Analysis, SDLC, T-SQL, Data Mining, Data Modeling, Teradata Data Warehouse, VBA, Microsoft Excel, ETL, Crystal Reports, Software Development, Oracle, SSRS, Analytics, Visio, Requirements Gathering, SharePoint, Statistical Modeling, Teradata, VB.NET, Systems Analysis, T-SQL Stored Procedures, Software Project..., Program Management, .NET, C#, Agile Methodologies, Requirements Analysis, Enterprise Architecture, Strategy, Predictive Modeling, Statistics, Cognos, Integration, Visual Studio, Solution Architecture, Microsoft Access, Relational Databases, Data Management
Education
Harvard University
Graduate School of Arts and Sciences
Hunter College
Major: Russian
Kirat Singh's Bank of America Experience June 2010 - December 2013
Job
Industry Investment Banking
Experience
Washington Square Technologies April 2014 - Present
Bank of America June 2010 - December 2013
JP Morgan Chase January 2006 - June 2010
Goldman Sachs 1997 - 2005
Skills
Quantitative Finance, Programming Languages, Trading Systems, Electronic Trading, Derivatives, Fixed Income, FX Options, Investment Banking, Financial Risk, Equity Derivatives, Equities, Trading, Hedge Funds, Bloomberg, Capital Markets, Risk Management, C++, Distributed Systems, Bonds, Market Data, Financial Services, Options, Unit Testing, Financial Markets, Interest Rate..., Commodity, Object Oriented Design, CDS, Market Risk, Credit Derivatives, Portfolio Management, Quantitative Analytics, Trading Strategies, Analytics, Structured Products, Low Latency, Prime Brokerage, Swaps, Equity Trading, Middle Office, Proprietary Trading, Volatility, Hedging, Functional Programming, Python
Education
Harvard University 1992 — 1997
Bachelor of Arts, Mathematics
Harvard University 1992 — 1997
Bachelor's degree, Math
Washington Square Technologies April 2014 - Present
Bank of America June 2010 - December 2013
JP Morgan Chase January 2006 - June 2010
Goldman Sachs 1997 - 2005
Skills
Quantitative Finance, Programming Languages, Trading Systems, Electronic Trading, Derivatives, Fixed Income, FX Options, Investment Banking, Financial Risk, Equity Derivatives, Equities, Trading, Hedge Funds, Bloomberg, Capital Markets, Risk Management, C++, Distributed Systems, Bonds, Market Data, Financial Services, Options, Unit Testing, Financial Markets, Interest Rate..., Commodity, Object Oriented Design, CDS, Market Risk, Credit Derivatives, Portfolio Management, Quantitative Analytics, Trading Strategies, Analytics, Structured Products, Low Latency, Prime Brokerage, Swaps, Equity Trading, Middle Office, Proprietary Trading, Volatility, Hedging, Functional Programming, Python
Education
Harvard University 1992 — 1997
Bachelor of Arts, Mathematics
Harvard University 1992 — 1997
Bachelor's degree, Math
Hans Chen's Bank of America Experience October 2005 - Present
Job SVP Wealth Planning Tools & Analytics at Bank of America
Industry Financial Services
Experience
Bank of America October 2005 - Present
FleetBoston Financial 1996 - 2004
Fleet Bank 1996 - 2004
BankBoston 1992 - 1996
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Financial Services, Risk Management, Analytics, Marketing, Private Equity, IT Strategy, Business Strategy, Credit Risk, Investments, Financial Risk, Process Improvement, Credit Cards
Education
Harvard University
Bank of America October 2005 - Present
FleetBoston Financial 1996 - 2004
Fleet Bank 1996 - 2004
BankBoston 1992 - 1996
Skills
Portfolio Management, Credit, Banking, Commercial Banking, Financial Services, Risk Management, Analytics, Marketing, Private Equity, IT Strategy, Business Strategy, Credit Risk, Investments, Financial Risk, Process Improvement, Credit Cards
Education
Harvard University
Kevin Zimmerman's Bank of America Experience 2004 - 2006
Job VP and Senior Manager, Employee Communications at HSBC
Industry Public Relations and Communications
Experience
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
HSBC August 2015 - Present
KPMG October 2007 - August 2015
TopCoder April 2006 - October 2007
Bank of America 2004 - 2006
FleetBoston Financial April 2000 - April 2004
BankBoston January 1999 - April 2000
Skills
Editing, Content Management, Intranet, SharePoint, Internal Communications, Corporate Communications, Strategic Communications, Copywriting, Newsletters, Communications Planning, Web Content Management, Copy Editing
Education
Harvard University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Paula Iojica's Bank of America Experience January 2005 - March 2006
Job Contract Operations Manager at Genentech
Industry Pharmaceuticals
Experience
Genentech January 2010 - Present
CVS/Caremark April 2006 - January 2010
Bank of America January 2005 - March 2006
Input 1 2002 - 2005
Ricoh Business Solutions August 1997 - September 2002
Skills
Managed Care, Financial Analysis, Forecasting, Financial Reporting, Medicare, Process Improvement, Medicaid, Pharmaceutical Industry, Data Analysis, Analysis, Contract Negotiation, Contract Management, Strategic Planning, Negotiation, Cross-functional Team..., Manufacturing, Management, SAP, Biotechnology
Education
Harvard University 2012 — 2013
Certificate, Health in Numbers: Quantitative Methods in Clinical Public Health Research
1992 — 1997
BS, Accounting
Genentech January 2010 - Present
CVS/Caremark April 2006 - January 2010
Bank of America January 2005 - March 2006
Input 1 2002 - 2005
Ricoh Business Solutions August 1997 - September 2002
Skills
Managed Care, Financial Analysis, Forecasting, Financial Reporting, Medicare, Process Improvement, Medicaid, Pharmaceutical Industry, Data Analysis, Analysis, Contract Negotiation, Contract Management, Strategic Planning, Negotiation, Cross-functional Team..., Manufacturing, Management, SAP, Biotechnology
Education
Harvard University 2012 — 2013
Certificate, Health in Numbers: Quantitative Methods in Clinical Public Health Research
1992 — 1997
BS, Accounting
Richard Downer's Bank of America Experience November 2014 - Present
Job Mortgage Loan Officer at Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
24 Asset Management January 2014 - November 2014
Chase October 2007 - November 2013
JPMorgan Chase April 2006 - October 2007
H&R Block November 2003 - November 2005
TD November 2000 - June 2002
Skills
Portfolio Management, Management, Sales, Loan Servicing, Real Estate, Contract Negotiation, Asset Management, REO, Underwriting, Marketing, Investor Relations, Fraud Detection, Risk Management, Project Management, National Portfolio..., Sellers, Entrepreneurship, Finance, Loss Mitigation, Investments, Mortgage Underwriting, Funding, Commercial Lending, Mortgage Servicing, Consumer Lending, Valuation, Commercial Mortgages, Referrals, Real Estate Financing
Education
Harvard University 1996 — 2000
Bachelor of Liberal Arts, cum laude honors, English Language and Literature, General
Bank of America November 2014 - Present
24 Asset Management January 2014 - November 2014
Chase October 2007 - November 2013
JPMorgan Chase April 2006 - October 2007
H&R Block November 2003 - November 2005
TD November 2000 - June 2002
Skills
Portfolio Management, Management, Sales, Loan Servicing, Real Estate, Contract Negotiation, Asset Management, REO, Underwriting, Marketing, Investor Relations, Fraud Detection, Risk Management, Project Management, National Portfolio..., Sellers, Entrepreneurship, Finance, Loss Mitigation, Investments, Mortgage Underwriting, Funding, Commercial Lending, Mortgage Servicing, Consumer Lending, Valuation, Commercial Mortgages, Referrals, Real Estate Financing
Education
Harvard University 1996 — 2000
Bachelor of Liberal Arts, cum laude honors, English Language and Literature, General
Ken Abbott's Bank of America Experience 2000 - 2005
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays 2015 - Present
Morgan Stanley 2005 - 2015
Bank of America 2000 - 2005
ABN AMRO 1998 - 2000
Bankers Trust Company 1984 - 1998
Education
New York University, Stern School of Business 1991 — 1994
Master of Science (MS), Statistics and Operations Research
New York University 1990 — 1991
Master of Arts (M.A.), Economics
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
NJ Scholars Program 1978 — 1978
The Renaissance
Grant School 1966 — 1973
Barclays 2015 - Present
Morgan Stanley 2005 - 2015
Bank of America 2000 - 2005
ABN AMRO 1998 - 2000
Bankers Trust Company 1984 - 1998
Education
New York University, Stern School of Business 1991 — 1994
Master of Science (MS), Statistics and Operations Research
New York University 1990 — 1991
Master of Arts (M.A.), Economics
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
NJ Scholars Program 1978 — 1978
The Renaissance
Grant School 1966 — 1973
Liz Coletta's Bank of America Experience June 2005 - March 2014
Job Sales Manager at Hanesbrands Inc.
Industry Apparel & Fashion
Experience
Hanesbrands Inc. December 2014 - Present
Brahmin Leatherworks April 2014 - December 2014
Bank of America June 2005 - March 2014
Education
Harvard University 1994 — 1998
Certificate in Administration and Business
Simmons College 1983 — 1987
Bachelor’s Degree, Communications
Hanesbrands Inc. December 2014 - Present
Brahmin Leatherworks April 2014 - December 2014
Bank of America June 2005 - March 2014
Education
Harvard University 1994 — 1998
Certificate in Administration and Business
Simmons College 1983 — 1987
Bachelor’s Degree, Communications
Eric Eakin's Bank of America Experience July 2011 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2011 - Present
Bank of America February 2010 - June 2011
Bank of America October 2007 - February 2010
LaSalle Bank Corporation December 2005 - 2007
Protiviti January 2005 - December 2005
Transamerica Finance Corporation January 2004 - December 2004
Transamerica August 1999 - December 2003
Education
Harvard University
BA, Economics
Bank of America July 2011 - Present
Bank of America February 2010 - June 2011
Bank of America October 2007 - February 2010
LaSalle Bank Corporation December 2005 - 2007
Protiviti January 2005 - December 2005
Transamerica Finance Corporation January 2004 - December 2004
Transamerica August 1999 - December 2003
Education
Harvard University
BA, Economics
Kenneth Crotty's Bank of America Experience August 2013 - Present
Job BofA Global Capital Management
Industry Financial Services
Experience
Bank of America August 2013 - Present
KBC Consulting January 2012 - July 2013
Mercer May 2006 - January 2012
Putnam Investments 2001 - 2006
Fidelity Investments 1995 - 2001
Fidelity Investments January 1993 - December 1994
Fidelity Investments January 1991 - January 1993
PwC Consulting January 1987 - December 1991
Shawmut Bank January 1985 - January 1987
Syncronamics Consulting September 1984 - January 1985
Skills
Product Management, Program Management, Management, Strategy, CRM, Mutual Funds, Management Consulting, Executive Management, Business Process..., Business Development, Business Strategy, Leadership, Analytics, Portfolio Management, Start-ups, Financial Services, Asset Management
Education
Harvard University 1980 — 1984
BA, Economics
Columbia University 1979 — 1980
Transfer, Business/Managerial Economics
BostonLatin 1973 — 1979
High School
Bank of America August 2013 - Present
KBC Consulting January 2012 - July 2013
Mercer May 2006 - January 2012
Putnam Investments 2001 - 2006
Fidelity Investments 1995 - 2001
Fidelity Investments January 1993 - December 1994
Fidelity Investments January 1991 - January 1993
PwC Consulting January 1987 - December 1991
Shawmut Bank January 1985 - January 1987
Syncronamics Consulting September 1984 - January 1985
Skills
Product Management, Program Management, Management, Strategy, CRM, Mutual Funds, Management Consulting, Executive Management, Business Process..., Business Development, Business Strategy, Leadership, Analytics, Portfolio Management, Start-ups, Financial Services, Asset Management
Education
Harvard University 1980 — 1984
BA, Economics
Columbia University 1979 — 1980
Transfer, Business/Managerial Economics
BostonLatin 1973 — 1979
High School
Amy DiMarzio's Bank of America Experience May 2014 - Present
Job Vice President/Senior Fixed Income Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Pioneer Investments November 2012 - April 2014
Putnam Investments August 2003 - October 2012
Putnam Investments June 1998 - July 2001
Skills
Strategy, Management Consulting, Valuation, Corporate Development, Financial Modeling, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
Harvard University
BA
Northwestern University - Kellogg School of Management
MBA
Bank of America May 2014 - Present
Pioneer Investments November 2012 - April 2014
Putnam Investments August 2003 - October 2012
Putnam Investments June 1998 - July 2001
Skills
Strategy, Management Consulting, Valuation, Corporate Development, Financial Modeling, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Analytics, Due Diligence, Asset Management, Fixed Income, Mutual Funds, Bloomberg
Education
Harvard University
BA
Northwestern University - Kellogg School of Management
MBA
Adan Farinas's Bank of America Experience July 2008 - Present
Job EVP, Fin Engineering at Countrywide
Industry Banking
Experience
Bank of America July 2008 - Present
Countrywide August 2004 - June 2008
Skills
Banking, Loans, Portfolio Management, Credit, Risk Management, Credit Risk, Mortgage Lending, Credit Analysis, Financial Risk, Financial Analysis, Financial Modeling, Capital Markets
Education
Harvard University 2000 — 2004
Bachelor of Science (BS), Biochemistry
Bank of America July 2008 - Present
Countrywide August 2004 - June 2008
Skills
Banking, Loans, Portfolio Management, Credit, Risk Management, Credit Risk, Mortgage Lending, Credit Analysis, Financial Risk, Financial Analysis, Financial Modeling, Capital Markets
Education
Harvard University 2000 — 2004
Bachelor of Science (BS), Biochemistry
Paula Alves Zaiken's Bank of America Experience September 2002 - March 2006
Job VP at The Property and Casualty Initiative LLC
Industry Financial Services
Experience
The Property and Casualty Initiative LLC March 2006 - Present
Bank of America September 2002 - March 2006
State Street May 1999 - September 2002
Bank of Boston June 1981 - November 1998
Skills
Banking, Loans, Business Strategy, Portfolio Management, Economics, Credit, Financial Analysis, Retail Banking, Commercial Lending, Cash Management, Commercial Banking, Valuation, Investments, Financial Risk, Mutual Funds, Credit Risk, Credit Analysis
Education
Harvard University 1973 — 1977
BA
The Property and Casualty Initiative LLC March 2006 - Present
Bank of America September 2002 - March 2006
State Street May 1999 - September 2002
Bank of Boston June 1981 - November 1998
Skills
Banking, Loans, Business Strategy, Portfolio Management, Economics, Credit, Financial Analysis, Retail Banking, Commercial Lending, Cash Management, Commercial Banking, Valuation, Investments, Financial Risk, Mutual Funds, Credit Risk, Credit Analysis
Education
Harvard University 1973 — 1977
BA
Marc Johnson Alexander's Bank of America Experience 1997 - 1998
Job Financial Services
Industry Financial Services
Experience
Utopian Academy for the Arts May 2015 - Present
SunTrust Bank June 2013 - May 2015
E*TRADE Financial September 2012 - June 2013
Charter Schools Division, Department of Education 2011 - August 2012
Bill & Melinda Gates Foundation 2005 - 2010
ETRADE Financial 1998 - 2002
Bank of America 1997 - 1998
Skills
Portfolio Management, Asset Managment, Strategic Planning, Program Management, Investments, Finance, Business Analysis, Equities, Entrepreneurship, Research, Public Speaking, Business Strategy, Financial Analysis, Strategy
Education
Harvard University 2003 — 2004
Masters, Education Policy and Finance
Morehouse College 1988 — 1993
Bachelor's degree, Finance
Utopian Academy for the Arts May 2015 - Present
SunTrust Bank June 2013 - May 2015
E*TRADE Financial September 2012 - June 2013
Charter Schools Division, Department of Education 2011 - August 2012
Bill & Melinda Gates Foundation 2005 - 2010
ETRADE Financial 1998 - 2002
Bank of America 1997 - 1998
Skills
Portfolio Management, Asset Managment, Strategic Planning, Program Management, Investments, Finance, Business Analysis, Equities, Entrepreneurship, Research, Public Speaking, Business Strategy, Financial Analysis, Strategy
Education
Harvard University 2003 — 2004
Masters, Education Policy and Finance
Morehouse College 1988 — 1993
Bachelor's degree, Finance
Nageswara Chintapenta's Bank of America Experience December 2010 - August 2011
Job QA Lead at Consilium Inc
Industry Information Technology and Services
Experience
Consilium Inc September 2013 - January 2014
Santander Consumer USA Inc. October 2011 - August 2013
Bank of America December 2010 - August 2011
AT&T April 2008 - October 2010
Texas Instruments October 2006 - December 2007
Blue Cross Blue Shield May 2006 - September 2006
Revenue Technology Services December 2004 - April 2006
Skills
Testing, Test Automation, Test Planning, SQL, Microsoft SQL Server, Oracle, AS400 system, Quality Center, Web Services, SDLC, QTP, Bugzilla, SoapUI, SOAP, ClearQuest, LDAP, Toad, Putty, Rally, WinCVS, Access, Visual Basic, Unix, Windows, Test Management, Test Strategy, Test Cases, Functional Testing, Regression Testing, Integration Testing, System Testing, End- to-End Testing, Back-end Testing, Test Estimates, Test Reports, Test Metrics, Traceability Matrix, Dataware House Testing, Defect Life Cycle, Agile & Waterfall..., Team Leadership, Team Building, Oral & Written..., Debugging
Education
Harvard University 2011 — 2012
Certificate in Web Development in XML, Web Development using XML technologies
Osmania University
Bachelor of Science (B.S.)
Post Graduate Diploma in Computer Applications
Post Graduate Diploma in Computer Applications
Consilium Inc September 2013 - January 2014
Santander Consumer USA Inc. October 2011 - August 2013
Bank of America December 2010 - August 2011
AT&T April 2008 - October 2010
Texas Instruments October 2006 - December 2007
Blue Cross Blue Shield May 2006 - September 2006
Revenue Technology Services December 2004 - April 2006
Skills
Testing, Test Automation, Test Planning, SQL, Microsoft SQL Server, Oracle, AS400 system, Quality Center, Web Services, SDLC, QTP, Bugzilla, SoapUI, SOAP, ClearQuest, LDAP, Toad, Putty, Rally, WinCVS, Access, Visual Basic, Unix, Windows, Test Management, Test Strategy, Test Cases, Functional Testing, Regression Testing, Integration Testing, System Testing, End- to-End Testing, Back-end Testing, Test Estimates, Test Reports, Test Metrics, Traceability Matrix, Dataware House Testing, Defect Life Cycle, Agile & Waterfall..., Team Leadership, Team Building, Oral & Written..., Debugging
Education
Harvard University 2011 — 2012
Certificate in Web Development in XML, Web Development using XML technologies
Osmania University
Bachelor of Science (B.S.)
Post Graduate Diploma in Computer Applications
Post Graduate Diploma in Computer Applications
David Ruiz's Bank of America Experience September 2005 - Present
Job Manager, Community Engagement at Bank of America
Industry Banking
Experience
Bank of America September 2005 - Present
Texas Commerce Bank January 1990 - August 2005
Skills
Commercial Banking, Commercial Lending
Education
Harvard University
A.B.
Tulane University
M.A., M.B.A., Latin American Studies, Finance
Bank of America September 2005 - Present
Texas Commerce Bank January 1990 - August 2005
Skills
Commercial Banking, Commercial Lending
Education
Harvard University
A.B.
Tulane University
M.A., M.B.A., Latin American Studies, Finance
Bob Janik's Bank of America Experience 2012 - 2013
Job Seeking New Opportunities
Industry Banking
Experience
Bank of America 2012 - 2013
Background Profiles, Inc. 2010 - 2012
Plaza Home Mortgage January 2009 - 2010
Countrywide Home Loans September 2000 - September 2008
Accubanc Mortgage Corporation 1997 - 2000
The Janik Consulting Group 1990 - 1997
Fannie Mae 1985 - 1990
PMI Mortgage Insurance Co. 1979 - 1985
Skills
Mortgage Lending, Loans, Account Management, Credit, USDA, Refinance, Real Estate, Mortgage Banking, Residential Mortgages, Leadership, Marketing, Banking, Credit Analysis, Insurance, Finance, FHA, Financial Analysis, Financial Services, Credit Risk, Loss Mitigation, Sales, Loan Origination, Underwriting, Business Development, FHA financing, Risk Management, Investment Properties
Education
Harvard University 1967 — 1971
Bank of America 2012 - 2013
Background Profiles, Inc. 2010 - 2012
Plaza Home Mortgage January 2009 - 2010
Countrywide Home Loans September 2000 - September 2008
Accubanc Mortgage Corporation 1997 - 2000
The Janik Consulting Group 1990 - 1997
Fannie Mae 1985 - 1990
PMI Mortgage Insurance Co. 1979 - 1985
Skills
Mortgage Lending, Loans, Account Management, Credit, USDA, Refinance, Real Estate, Mortgage Banking, Residential Mortgages, Leadership, Marketing, Banking, Credit Analysis, Insurance, Finance, FHA, Financial Analysis, Financial Services, Credit Risk, Loss Mitigation, Sales, Loan Origination, Underwriting, Business Development, FHA financing, Risk Management, Investment Properties
Education
Harvard University 1967 — 1971
Don Resler's Bank of America Experience 1994 - 1996
Job Partner, Treasury Alliance Group LLC
Industry Financial Services
Experience
Treasury Alliance Group LLC 2005 - Present
Alan West Group 1997 - 2006
Bank of America 1994 - 1996
Continental Bank 1985 - 1994
Bank Administration Institute 1984 - 1985
Skills
Treasury Management, Cash Management, Risk Management, Corporate Finance, Electronic Payments, FX Options, Mergers & Acquisitions, Capital Markets, Commercial Banking, Cash Flow, Working Capital..., Cash Flow Forecasting, Relationship Management, Financial Institutions
Education
The University of Chicago Booth School of Business 1974 — 1977
MBA, Finance
Harvard University 1962 — 1971
BA, Russian Language and Literature
Treasury Alliance Group LLC 2005 - Present
Alan West Group 1997 - 2006
Bank of America 1994 - 1996
Continental Bank 1985 - 1994
Bank Administration Institute 1984 - 1985
Skills
Treasury Management, Cash Management, Risk Management, Corporate Finance, Electronic Payments, FX Options, Mergers & Acquisitions, Capital Markets, Commercial Banking, Cash Flow, Working Capital..., Cash Flow Forecasting, Relationship Management, Financial Institutions
Education
The University of Chicago Booth School of Business 1974 — 1977
MBA, Finance
Harvard University 1962 — 1971
BA, Russian Language and Literature
Lukas Strnad's Bank of America Experience July 2011 - Present
Job Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2011 - Present
Harvard University July 2010 - July 2011
Center for Mind/Brain Sciences (CIMeC) - University of Trento, Italy July 2010 - July 2011
Education
Harvard University 2006 — 2010
BA, Mathematics
Bank of America July 2011 - Present
Harvard University July 2010 - July 2011
Center for Mind/Brain Sciences (CIMeC) - University of Trento, Italy July 2010 - July 2011
Education
Harvard University 2006 — 2010
BA, Mathematics
A. C. (Al) Rice's Bank of America Experience 1978 - 1980
Job CEO at BanX, Inc.
Industry Financial Services
Experience
BanX, Inc. 2000 - Present
Merchants' Group International 1997 - 2000
First National Bank of Marin 1992 - 1996
BanCorp Insurance Services 1984 - 1992
American Interstate Bank 1990 - 1991
Imperial Bank 1981 - 1986
Bank of America 1978 - 1980
Bank of America 1976 - 1978
Education
Stanford University
BA, Economics
Harvard College
Harvard Business School (AMP)
University of Wisconsin-Madison
Graduate School of Banking
BanX, Inc. 2000 - Present
Merchants' Group International 1997 - 2000
First National Bank of Marin 1992 - 1996
BanCorp Insurance Services 1984 - 1992
American Interstate Bank 1990 - 1991
Imperial Bank 1981 - 1986
Bank of America 1978 - 1980
Bank of America 1976 - 1978
Education
Stanford University
BA, Economics
Harvard College
Harvard Business School (AMP)
University of Wisconsin-Madison
Graduate School of Banking
John Poppy's Bank of America Experience 1971 - 1972
Job Editor/Writer
Industry Writing and Editing
Experience
johnpoppy@live.com January 2012 - Present
AAA Northern California, Nevada & Utah January 2004 - December 2011
Time Inc Health, division of Time Warner Inc. 1995 - 2000
Rodale 1994 - 1995
Time Inc Health division of Time Warner Inc. 1990 - 1995
Hearst Magazines 1987 - 1990
Saturday Review Company 1972 - 1973
Bank of America 1971 - 1972
Cowles Communications 1962 - 1970
Cowles Communications 1960 - 1962
Skills
Copy Editing, Editorial, Editing, Content Development, Web Content, Magazines, Publishing, Feature Articles, Journalism, Blogging, Proofreading, Content Strategy, Books, Storytelling, Creative Writing, Copywriting, Content Management, Newsletters, Internal Communications, Freelance Writing, Publications
Education
Harvard College 1953 — 1957
Bachelor of Arts (B.A.), English Language and Literature, General, Cum laude
Phillips Academy, Andover 1949 — 1953
johnpoppy@live.com January 2012 - Present
AAA Northern California, Nevada & Utah January 2004 - December 2011
Time Inc Health, division of Time Warner Inc. 1995 - 2000
Rodale 1994 - 1995
Time Inc Health division of Time Warner Inc. 1990 - 1995
Hearst Magazines 1987 - 1990
Saturday Review Company 1972 - 1973
Bank of America 1971 - 1972
Cowles Communications 1962 - 1970
Cowles Communications 1960 - 1962
Skills
Copy Editing, Editorial, Editing, Content Development, Web Content, Magazines, Publishing, Feature Articles, Journalism, Blogging, Proofreading, Content Strategy, Books, Storytelling, Creative Writing, Copywriting, Content Management, Newsletters, Internal Communications, Freelance Writing, Publications
Education
Harvard College 1953 — 1957
Bachelor of Arts (B.A.), English Language and Literature, General, Cum laude
Phillips Academy, Andover 1949 — 1953
Michael Diodato, FRM's Bank of America Experience July 2012 - September 2014
Job Associate at KKR
Industry Financial Services
Experience
KKR September 2014 - Present
Bank of America July 2012 - September 2014
NERA Economic Consulting (Oliver Wyman Group) July 2010 - July 2012
Harvard University May 2009 - April 2012
Harvard University September 2007 - May 2010
Harvard University March 2008 - March 2010
T. A. Myers & Co. April 2009 - December 2009
Clinton Foundation September 2008 - December 2008
Harvard University September 2006 - May 2008
Skills
Interest Rate..., Equity Derivatives, Exotic Derivatives, Exotics, Financial Modeling, Derivatives, Bloomberg Terminal, Excel, Programming, Java, VBA, Applied Mathematics, Mathematical Analysis, Equity Valuation, Valuation, Business Valuation, Quantitative Finance, Quantitative Analysis, Statistics, Statistical Modeling, Quantitative Research, Quantitative Modeling, Economics, Economic Modeling, Financial Economics, Stata, Microsoft Office, Monte Carlo Simulation, Fixed Income Products
Education
NYU 2011 — 2015
Master of Science (M.S.), Mathematics - Mathematics in Finance
Harvard University 2006 — 2010
Bachelors, Economics, Government
Stanford University
Non-degree, Computer Science
Centereach High School
HS
HS
KKR September 2014 - Present
Bank of America July 2012 - September 2014
NERA Economic Consulting (Oliver Wyman Group) July 2010 - July 2012
Harvard University May 2009 - April 2012
Harvard University September 2007 - May 2010
Harvard University March 2008 - March 2010
T. A. Myers & Co. April 2009 - December 2009
Clinton Foundation September 2008 - December 2008
Harvard University September 2006 - May 2008
Skills
Interest Rate..., Equity Derivatives, Exotic Derivatives, Exotics, Financial Modeling, Derivatives, Bloomberg Terminal, Excel, Programming, Java, VBA, Applied Mathematics, Mathematical Analysis, Equity Valuation, Valuation, Business Valuation, Quantitative Finance, Quantitative Analysis, Statistics, Statistical Modeling, Quantitative Research, Quantitative Modeling, Economics, Economic Modeling, Financial Economics, Stata, Microsoft Office, Monte Carlo Simulation, Fixed Income Products
Education
NYU 2011 — 2015
Master of Science (M.S.), Mathematics - Mathematics in Finance
Harvard University 2006 — 2010
Bachelors, Economics, Government
Stanford University
Non-degree, Computer Science
Centereach High School
HS
HS
petr morgan's Bank of America Experience February 1982 - February 1985
Job Managing Director at International Private Equity Advisors
Industry Financial Services
Experience
International Private Equity Advisors June 1995 - Present
Merrill Lynch June 1990 - May 1995
Citibank April 1987 - May 1990
WaMu/Home Savings February 1985 - March 1987
Bank of America February 1982 - February 1985
Salomon Brothers January 1980 - January 1982
Skills
Private Equity, Fixed Income, Mortgage Banking, Real Estate Economics, Real Estate Financing, Mortgage Lending, ABS, Loans, MBS, Funding, Mortgage Servicing, Capital Markets, Structured Finance, Financial Structuring, Commercial Lending, Underwriting, Asset, Capital, Portfolio Management, Investment Banking
Education
Harvard University 1976 — 1980
BA
International Private Equity Advisors June 1995 - Present
Merrill Lynch June 1990 - May 1995
Citibank April 1987 - May 1990
WaMu/Home Savings February 1985 - March 1987
Bank of America February 1982 - February 1985
Salomon Brothers January 1980 - January 1982
Skills
Private Equity, Fixed Income, Mortgage Banking, Real Estate Economics, Real Estate Financing, Mortgage Lending, ABS, Loans, MBS, Funding, Mortgage Servicing, Capital Markets, Structured Finance, Financial Structuring, Commercial Lending, Underwriting, Asset, Capital, Portfolio Management, Investment Banking
Education
Harvard University 1976 — 1980
BA
Neha Chauhan Woodward's Bank of America Experience June 2006 - August 2006
Job Founder at Willowbrook Co.
Industry Internet
Experience
Willowbrook Co. September 2015 - Present
Blue Apron July 2014 - September 2015
Quidsi Inc. (Amazon) June 2013 - August 2013
DANNIJO September 2010 - April 2012
JPMorgan July 2008 - September 2010
JPMorgan May 2007 - August 2007
Bank of America June 2006 - August 2006
L'Oréal June 2005 - August 2005
Skills
E-commerce, Marketing Strategy, Digital Marketing, Social Media Marketing, Email Marketing, Finance, Brand Development, Brand Awareness, CRM, QuickBooks, Brand Loyalty, Loyalty Programs, New Business Development, Financial Modeling
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2008
B.A., Sociology, Economics
Susan E. Wagner High School 2000 — 2004
Willowbrook Co. September 2015 - Present
Blue Apron July 2014 - September 2015
Quidsi Inc. (Amazon) June 2013 - August 2013
DANNIJO September 2010 - April 2012
JPMorgan July 2008 - September 2010
JPMorgan May 2007 - August 2007
Bank of America June 2006 - August 2006
L'Oréal June 2005 - August 2005
Skills
E-commerce, Marketing Strategy, Digital Marketing, Social Media Marketing, Email Marketing, Finance, Brand Development, Brand Awareness, CRM, QuickBooks, Brand Loyalty, Loyalty Programs, New Business Development, Financial Modeling
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2008
B.A., Sociology, Economics
Susan E. Wagner High School 2000 — 2004
Linda Chang Kim's Bank of America Experience March 2007 - Present
Job Assistant General Counsel at Bank of America
Industry Legal Services
Experience
Bank of America March 2007 - Present
Skadden Arps July 1998 - February 2007
Mayer Brown September 1996 - June 1998
Education
New York University School of Law 1993 — 1996
J.D.
Harvard University 1989 — 1993
B.A., East Asian Studies
Phillips Exeter Academy 1986 — 1989
The Juilliard School 1982 — 1986
Pre-College Division, Violin
Bank of America March 2007 - Present
Skadden Arps July 1998 - February 2007
Mayer Brown September 1996 - June 1998
Education
New York University School of Law 1993 — 1996
J.D.
Harvard University 1989 — 1993
B.A., East Asian Studies
Phillips Exeter Academy 1986 — 1989
The Juilliard School 1982 — 1986
Pre-College Division, Violin
Mark Hissey's Bank of America Experience 1997 - 1999
Job Senior Vice President at Discovery Land Company
Industry Real Estate
Experience
Discovery Land Company August 2014 - Present
Oxford Risk Management March 2011 - August 2014
Duck Pond Realty Management December 2010 - August 2014
Hissey Golf Consultants December 2009 - August 2014
Sebonack Golf Club May 2001 - August 2014
Women's United States Open 2013 July 2009 - July 2013
Bank of America 1997 - 1999
Oxford Resources Corp./Centrex Capital Corp. 1984 - 1999
Oxford Resources Corp August 1984 - July 1997
Skills
Financial Modeling, Financial Analysis, Investments, Marketing, Leadership, Mergers, Marketing Strategy, Golf, Event Planning, Private Equity, New Business Development, Negotiation, Real Estate, Public Speaking, Public Relations, Sports, Real Estate Development, Mergers & Acquisitions, Strategy, Start-ups, Valuation, Strategic Planning, Social Media Marketing, Venture Capital, Team Building
Education
Harvard University 1980 — 1984
AB, Economics
Harvard University 1980 — 1984
Bachelor of Arts (BA), Economics
Harvard University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Discovery Land Company August 2014 - Present
Oxford Risk Management March 2011 - August 2014
Duck Pond Realty Management December 2010 - August 2014
Hissey Golf Consultants December 2009 - August 2014
Sebonack Golf Club May 2001 - August 2014
Women's United States Open 2013 July 2009 - July 2013
Bank of America 1997 - 1999
Oxford Resources Corp./Centrex Capital Corp. 1984 - 1999
Oxford Resources Corp August 1984 - July 1997
Skills
Financial Modeling, Financial Analysis, Investments, Marketing, Leadership, Mergers, Marketing Strategy, Golf, Event Planning, Private Equity, New Business Development, Negotiation, Real Estate, Public Speaking, Public Relations, Sports, Real Estate Development, Mergers & Acquisitions, Strategy, Start-ups, Valuation, Strategic Planning, Social Media Marketing, Venture Capital, Team Building
Education
Harvard University 1980 — 1984
AB, Economics
Harvard University 1980 — 1984
Bachelor of Arts (BA), Economics
Harvard University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Matthew A. Gabel's Bank of America Experience 1993 - 2012
Job RiskBased Instructional Design & Training (Legal & Risk Consultant)
Industry Financial Services
Experience
(self-employed) 2013 - Present
Bank of America 1993 - 2012
The Bank of California, N.A. 1988 - 1992
Kenetech Corporation (U.S. Windpower, Inc.) 1986 - 1988
Steefel, Levitt & Weiss 1982 - 1986
Csaplar & Bok 1980 - 1982
Skills
Commercial Lending, Negotiation, Operational Risk..., Risk Management, Syndications, Instructional Design, Training Delivery
Education
Cornell Law School 1977 — 1980
J.D.
Faculté des Lettres, Université d’Aix-Marseille (Aix-en-Provence, France) 1975 — 1976
Certificat d’Études Supérieures - June 1976, Comparative Literature
Harvard College 1971 — 1975
A.B. cum laude, English & American Lit. & Language
(self-employed) 2013 - Present
Bank of America 1993 - 2012
The Bank of California, N.A. 1988 - 1992
Kenetech Corporation (U.S. Windpower, Inc.) 1986 - 1988
Steefel, Levitt & Weiss 1982 - 1986
Csaplar & Bok 1980 - 1982
Skills
Commercial Lending, Negotiation, Operational Risk..., Risk Management, Syndications, Instructional Design, Training Delivery
Education
Cornell Law School 1977 — 1980
J.D.
Faculté des Lettres, Université d’Aix-Marseille (Aix-en-Provence, France) 1975 — 1976
Certificat d’Études Supérieures - June 1976, Comparative Literature
Harvard College 1971 — 1975
A.B. cum laude, English & American Lit. & Language
Jackie Esthus's Bank of America Experience October 2014 - Present
Job Program Manager, Global HR
Industry Financial Services
Experience
Bank of America October 2014 - Present
New York Life January 2001 - October 2014
Fleet Financial Group December 1995 - January 2001
Travelers June 1990 - September 1993
Skills
Pensions, Relationship Management, Retirement, Financial Services, Vendor Management
Education
Harvard University 1982 — 1986
BA, Sociology
Bank of America October 2014 - Present
New York Life January 2001 - October 2014
Fleet Financial Group December 1995 - January 2001
Travelers June 1990 - September 1993
Skills
Pensions, Relationship Management, Retirement, Financial Services, Vendor Management
Education
Harvard University 1982 — 1986
BA, Sociology
James Christian's Bank of America Experience May 2003 - July 2006
Job Principal at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners July 2013 - Present
Greenhill & Co. August 2008 - June 2013
Bank of America May 2003 - July 2006
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Modeling, M&A experience, LBO, Capital Markets, Private Equity, Equities, Due Diligence, Equity Capital Markets, IPO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Harvard University 1999 — 2002
Bachelor of Arts (B.A.), History and Philosophy of Science and Technology
Centerview Partners July 2013 - Present
Greenhill & Co. August 2008 - June 2013
Bank of America May 2003 - July 2006
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Modeling, M&A experience, LBO, Capital Markets, Private Equity, Equities, Due Diligence, Equity Capital Markets, IPO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Harvard University 1999 — 2002
Bachelor of Arts (B.A.), History and Philosophy of Science and Technology
thomas franks's Bank of America Experience VPBlackRockJanuary 2002 - March 2006
Job VP at Bank of America
Industry Banking
Experience
Bank of America VPBlackRockJanuary 2002 - March 2006
Goldman Sachs May 1990 - June 1999
Education
Harvard University 1986 — 1990
BBA, Finance
Bank of America VPBlackRockJanuary 2002 - March 2006
Goldman Sachs May 1990 - June 1999
Education
Harvard University 1986 — 1990
BBA, Finance
Michael Wexler's Bank of America Experience July 1990 - July 1997
Job Owner at Wexler Law Group, Inc.
Industry Law Practice
Experience
Wexler Law Group, Inc. April 2008 - Present
Luce Forward Hamilton & Scripps LLP, April 2006 - March 2008
Holland & Knight LLP January 2005 - March 2006
Cowley & Chidester LLP August 2000 - December 2004
Branton & Wilson, APC June 1997 - August 2000
Bank of America July 1990 - July 1997
Graham & James June 1989 - June 1990
Pillsbury Winthrop Shaw Pittman LLP October 1987 - June 1990
United States Court of Appeals for the Ninth Circuit September 1986 - September 1987
Education
Harvard University 1979 — 1983
A.B. Summa Cum Laude, History and Philosophy of Science and Technology
The University of Chicago Law School 1983 — 1986
J.D. with Honors, Law, Top 10%
Wexler Law Group, Inc. April 2008 - Present
Luce Forward Hamilton & Scripps LLP, April 2006 - March 2008
Holland & Knight LLP January 2005 - March 2006
Cowley & Chidester LLP August 2000 - December 2004
Branton & Wilson, APC June 1997 - August 2000
Bank of America July 1990 - July 1997
Graham & James June 1989 - June 1990
Pillsbury Winthrop Shaw Pittman LLP October 1987 - June 1990
United States Court of Appeals for the Ninth Circuit September 1986 - September 1987
Education
Harvard University 1979 — 1983
A.B. Summa Cum Laude, History and Philosophy of Science and Technology
The University of Chicago Law School 1983 — 1986
J.D. with Honors, Law, Top 10%
NATASHA BALLOU's Bank of America Experience June 2008 - March 2015
Job AVP, Alternative Investment Services
Industry Investment Management
Experience
J.P. Morgan March 2015 - Present
Bank of America June 2008 - March 2015
Education
Harvard University 2008 — 2010
MASTERS, MANAGEMENT/ FINANCE & CONTROL
University of Massachusetts, Amherst 2000 — 2004
BACHELORS, ECONOMICS-FINANCE-PHILOSOPHY
J.P. Morgan March 2015 - Present
Bank of America June 2008 - March 2015
Education
Harvard University 2008 — 2010
MASTERS, MANAGEMENT/ FINANCE & CONTROL
University of Massachusetts, Amherst 2000 — 2004
BACHELORS, ECONOMICS-FINANCE-PHILOSOPHY
Josue Portillo's Bank of America Experience August 2009 - Present
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America August 2009 - Present
Skills
Capital Markets, Fixed Income, Financial Modeling, Credit Analysis, Structured Finance, Bloomberg, Corporate Finance, Financial Analysis, Derivatives, Credit, Securities, Loans, Investments
Education
NYU Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, General
Harvard University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Bank of America August 2009 - Present
Skills
Capital Markets, Fixed Income, Financial Modeling, Credit Analysis, Structured Finance, Bloomberg, Corporate Finance, Financial Analysis, Derivatives, Credit, Securities, Loans, Investments
Education
NYU Stern School of Business 2007 — 2009
Master of Business Administration (MBA), Finance, General
Harvard University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Judy Kramer's Bank of America Experience 1983 - 2004
Job Program Manager at AARP Experience CorpsMarin
Industry Nonprofit Organization Management
Experience
AARP Experience Corps Marin July 2014 - Present
Bank of America 1983 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Marketing
Harvard University
BA, Economics
AARP Experience Corps Marin July 2014 - Present
Bank of America 1983 - 2004
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance & Marketing
Harvard University
BA, Economics
Charles Schoenau's Bank of America Experience 1987 - 1989
Job Managing Director at Insurent Agency Corporation
Industry Financial Services
Experience
Insurent Agency Corporation homeownerInsurent Agency Corporation2007 - 2010
Bank of America 1987 - 1989
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance and Accounting
Harvard University 1970 — 1974
MTS, philosophical ethics
Insurent Agency Corporation homeownerInsurent Agency Corporation2007 - 2010
Bank of America 1987 - 1989
Education
University of Pennsylvania - The Wharton School 1974 — 1976
MBA, Finance and Accounting
Harvard University 1970 — 1974
MTS, philosophical ethics
Juliana Dalton, CFA's Bank of America Experience September 1996 - June 1998
Job Senior Credit Executive
Industry Banking
Experience
Webster Bank June 1998 - Present
Bank of America September 1996 - June 1998
Hartford Investment Management April 1985 - August 1995
The Phoenix Companies June 1983 - April 1985
Skills
Investment Research, Management, High Yield Bonds, Structured Finance, University Teaching
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance, General
Harvard University
Bachelor of Arts (B.A.)
Webster Bank June 1998 - Present
Bank of America September 1996 - June 1998
Hartford Investment Management April 1985 - August 1995
The Phoenix Companies June 1983 - April 1985
Skills
Investment Research, Management, High Yield Bonds, Structured Finance, University Teaching
Education
Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Finance, General
Harvard University
Bachelor of Arts (B.A.)
Laura Payne's Bank of America Experience September 2010 - March 2014
Job Dynamic treasury management sales professional
Industry Financial Services
Experience
Citizens Bank March 2014 - December 2014
Bank of America September 2010 - March 2014
Bank of America January 2007 - September 2010
Bank of America April 2006 - January 2007
Silicon Valley Bank January 2000 - April 2006
Skills
Treasury Management, Financial Analysis, Negotiation, Business Analysis, Cash Management, Management, Leadership, Accounting, Business Development, Analysis
Education
SIMMONS SCHOOL OF MANAGEMENT 2002 — 2005
MBA, Management 2005
University of Rhode Island 1995 — 1999
Bachelor of Arts, Marine Affairs
Harvard University
Citizens Bank March 2014 - December 2014
Bank of America September 2010 - March 2014
Bank of America January 2007 - September 2010
Bank of America April 2006 - January 2007
Silicon Valley Bank January 2000 - April 2006
Skills
Treasury Management, Financial Analysis, Negotiation, Business Analysis, Cash Management, Management, Leadership, Accounting, Business Development, Analysis
Education
SIMMONS SCHOOL OF MANAGEMENT 2002 — 2005
MBA, Management 2005
University of Rhode Island 1995 — 1999
Bachelor of Arts, Marine Affairs
Harvard University
John A. Smetanka's Bank of America Experience 1994 - 1995
Job International Banking Professional. Board Director, Alumni Club of Chicago at University of Chicago
Industry Banking
Experience
The University of Chicago 2013 - Present
Standard Chartered Bank 2008 - 2011
American Express Bank Ltd. 2006 - 2008
Egyptian American Bank (affiliate of American Express Bank Ltd.) 2003 - 2006
American Express Bank Ltd. 1997 - 2003
American Express Bank Ltd. 1997 - 1997
American Express Bank Ltd. 1995 - 1997
Bank of America 1994 - 1995
Bank of America 1992 - 1994
Security Pacific Asian Bank (subsidiary of Security Pacific National Bank) 1991 - 1992
Skills
Banking, Private Banking, Corporate Banking, Corporate Finance, Wealth Management, International Banking, Executive Education, Coaching, Mentoring, Certification Programs, Organizational..., Training & Development, Executive Management, Executive Development, Commercial Banking, Trade Finance, Risk Management, Analysis, Capital Markets, Credit, Change Management, Finance, Investments, Relationship Management, Fixed Income, Derivatives, Loans, Due Diligence, Private Equity, Structured Finance, Strategy, Retail Banking, Trading, Cash Management, Business Development, CRM
Education
Harvard University 1971 — 1977
M.A., Ph.D., Social Psychology, Organizations
University of Chicago 1967 — 1971
B.A. with Honors, Psychology
The University of Chicago 2013 - Present
Standard Chartered Bank 2008 - 2011
American Express Bank Ltd. 2006 - 2008
Egyptian American Bank (affiliate of American Express Bank Ltd.) 2003 - 2006
American Express Bank Ltd. 1997 - 2003
American Express Bank Ltd. 1997 - 1997
American Express Bank Ltd. 1995 - 1997
Bank of America 1994 - 1995
Bank of America 1992 - 1994
Security Pacific Asian Bank (subsidiary of Security Pacific National Bank) 1991 - 1992
Skills
Banking, Private Banking, Corporate Banking, Corporate Finance, Wealth Management, International Banking, Executive Education, Coaching, Mentoring, Certification Programs, Organizational..., Training & Development, Executive Management, Executive Development, Commercial Banking, Trade Finance, Risk Management, Analysis, Capital Markets, Credit, Change Management, Finance, Investments, Relationship Management, Fixed Income, Derivatives, Loans, Due Diligence, Private Equity, Structured Finance, Strategy, Retail Banking, Trading, Cash Management, Business Development, CRM
Education
Harvard University 1971 — 1977
M.A., Ph.D., Social Psychology, Organizations
University of Chicago 1967 — 1971
B.A. with Honors, Psychology
Laura Brady's Bank of America Experience April 2013 - Present
Job Prime Brokerage Hedge Fund Consulting at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America April 2013 - Present
Knight Capital Group February 2012 - Present
Knight Capital Group June 2008 - February 2012
ESPN June 2007 - August 2007
Skills
Series 63, Series 7, Equities
Education
Harvard University 2004 — 2008
BA, Government
Bank of America Merrill Lynch August 2015 - Present
Bank of America April 2013 - Present
Knight Capital Group February 2012 - Present
Knight Capital Group June 2008 - February 2012
ESPN June 2007 - August 2007
Skills
Series 63, Series 7, Equities
Education
Harvard University 2004 — 2008
BA, Government
Stephen Aborn's Bank of America Experience October 2011 - June 2012
Job Vice President Business Development at PMC Logistics
Industry Logistics and Supply Chain
Experience
PMC Logistics July 2015 - Present
Amazon September 2014 - July 2015
Amazon June 2013 - September 2014
State Street Bank June 2012 - September 2012
Bank of America October 2011 - June 2012
State Street Bank June 2011 - August 2011
Upromise June 2010 - August 2010
GoTo Inc June 2009 - August 2010
Skills
Investments, Economics, Bloomberg, Financial Modeling, Valuation, Series 7, Financial Analysis, Investment Banking, Private Equity, Wealth Management, Fixed Income, Equities, Corporate Finance
Education
Harvard University 2008 — 2012
B.A. in Economics, English
Milton Academy 2006 — 2008
Archbishop Williams 2004 — 2008
PMC Logistics July 2015 - Present
Amazon September 2014 - July 2015
Amazon June 2013 - September 2014
State Street Bank June 2012 - September 2012
Bank of America October 2011 - June 2012
State Street Bank June 2011 - August 2011
Upromise June 2010 - August 2010
GoTo Inc June 2009 - August 2010
Skills
Investments, Economics, Bloomberg, Financial Modeling, Valuation, Series 7, Financial Analysis, Investment Banking, Private Equity, Wealth Management, Fixed Income, Equities, Corporate Finance
Education
Harvard University 2008 — 2012
B.A. in Economics, English
Milton Academy 2006 — 2008
Archbishop Williams 2004 — 2008
Jeffrey Katz's Bank of America Experience July 2005 - Present
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America July 2005 - Present
JPMorgan Chase 2003 - 2005
JPMorgan Chase 1988 - 2003
McKinsey & Company 1984 - 1988
Bell Telephone Laboratories 1981 - 1984
Skills
Risk Management, Market Risk, Quantitative Finance, Strategic Planning, Capital Allocation, Operational Risk, Risk Analytics, Corporate Finance, Credit Derivatives, Portfolio Management, Equities, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Financial Risk
Education
University of Chicago
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign
Ph.D., Theoretical Physics
Harvard University
A.B., Physics
Bank of America July 2005 - Present
JPMorgan Chase 2003 - 2005
JPMorgan Chase 1988 - 2003
McKinsey & Company 1984 - 1988
Bell Telephone Laboratories 1981 - 1984
Skills
Risk Management, Market Risk, Quantitative Finance, Strategic Planning, Capital Allocation, Operational Risk, Risk Analytics, Corporate Finance, Credit Derivatives, Portfolio Management, Equities, Investment Banking, Derivatives, Fixed Income, Hedge Funds, Capital Markets, Financial Risk
Education
University of Chicago
MBA, Finance and Marketing
University of Illinois at Urbana-Champaign
Ph.D., Theoretical Physics
Harvard University
A.B., Physics
Ray Becerra, CTFA's Bank of America Experience January 2002 - February 2005
Job Trust Officer at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Corporation January 2007 - July 2014
J.P. Morgan February 2005 - December 2006
Bank of America January 2002 - February 2005
Bank of America August 2000 - January 2002
NationsBank NA January 1998 - August 2000
Skills
CTFA, High Net Worth..., Trust Management, Trust Services, Trusts, Investment Management, Wealth Management..., Asset Allocation, Estate Planning, Financial Planning, Securities, Asset Management, Alternative Investments, Financial Services, Banking, Wealth Management, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Fixed Income, Finance, Private Banking, Investment Advisory, Equities
Education
Harvard University
Economics
Northern Trust Corporation July 2014 - Present
Northern Trust Corporation January 2007 - July 2014
J.P. Morgan February 2005 - December 2006
Bank of America January 2002 - February 2005
Bank of America August 2000 - January 2002
NationsBank NA January 1998 - August 2000
Skills
CTFA, High Net Worth..., Trust Management, Trust Services, Trusts, Investment Management, Wealth Management..., Asset Allocation, Estate Planning, Financial Planning, Securities, Asset Management, Alternative Investments, Financial Services, Banking, Wealth Management, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Fixed Income, Finance, Private Banking, Investment Advisory, Equities
Education
Harvard University
Economics
Patricia M Watson's Bank of America Experience April 2000 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America April 2000 - Present
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Consumer Lending
Education
Washington University in St. Louis 1978 — 1980
MBA, Finance, General
Harvard University 1969 — 1973
Bachelor of Arts (B.A.), Physical and Biological Anthropology
Bank of America April 2000 - Present
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Consumer Lending
Education
Washington University in St. Louis 1978 — 1980
MBA, Finance, General
Harvard University 1969 — 1973
Bachelor of Arts (B.A.), Physical and Biological Anthropology
Mike Pura's Bank of America Experience March 2002 - January 2008
Job
Industry
Experience
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Karen Mucciaccio's Bank of America Experience August 1984 - April 1994
Job Educator at Portledge School
Industry Primary/Secondary Education
Experience
Portledge School August 1995 - Present
Bank of America August 1984 - April 1994
Skills
Curriculum Design, Elementary Education, Leadership, Classroom, Public Speaking, Lesson Planning, Advertising, Tutoring, Nonprofits, Customer Service, Microsoft Word, Editing, Microsoft Office, Coaching, Teaching, Curriculum Development, Social Media, Non-profits
Education
Harvard University 2012 — 2012
Summer institute, Project Zero
LIU Post 1994 — 1995
Master of Science, Education
Hofstra University 1982 — 1994
Bachelor of Science, Business Management, Marketing
Valley Stream North High School 1976 — 1982
Regents, High School
Portledge School August 1995 - Present
Bank of America August 1984 - April 1994
Skills
Curriculum Design, Elementary Education, Leadership, Classroom, Public Speaking, Lesson Planning, Advertising, Tutoring, Nonprofits, Customer Service, Microsoft Word, Editing, Microsoft Office, Coaching, Teaching, Curriculum Development, Social Media, Non-profits
Education
Harvard University 2012 — 2012
Summer institute, Project Zero
LIU Post 1994 — 1995
Master of Science, Education
Hofstra University 1982 — 1994
Bachelor of Science, Business Management, Marketing
Valley Stream North High School 1976 — 1982
Regents, High School
Charles Bertrand's Bank of America Experience April 2012 - Present
Job VP/Senior Software Engineer at Bank of America
Industry Information Technology and Services
Experience
Bank of America April 2012 - Present
Skills
Computer Science, Programming, Analysis, Linux, Agile Methodologies, Subversion, Java, CVS, SDLC, Tomcat, C++, Solaris, Trading Systems, Sybase, Algorithms
Education
Harvard College 1990 — 1994
Bachelor of Arts, Computer Science
Harvard University 1990 — 1994
Bachelor of Arts, Computer Science
Bank of America April 2012 - Present
Skills
Computer Science, Programming, Analysis, Linux, Agile Methodologies, Subversion, Java, CVS, SDLC, Tomcat, C++, Solaris, Trading Systems, Sybase, Algorithms
Education
Harvard College 1990 — 1994
Bachelor of Arts, Computer Science
Harvard University 1990 — 1994
Bachelor of Arts, Computer Science
Lenny Bruce's Bank of America Experience March 1985 - November 2010
Job Owner
Industry Marketing and Advertising
Experience
Self-employed July 2000 - Present
Bank of America March 1985 - November 2010
Education
Yale University 1981 — 1984
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard University 1977 — 1981
Bachelor of Applied Science (BASc), Finance, General
Self-employed July 2000 - Present
Bank of America March 1985 - November 2010
Education
Yale University 1981 — 1984
Master of Business Administration (M.B.A.), Accounting and Finance
Harvard University 1977 — 1981
Bachelor of Applied Science (BASc), Finance, General
Jared Ward's Bank of America Experience September 1978 - September 2012
Job Commercial Banking at Eastern Bank
Industry Banking
Experience
Eastern Bank September 2012 - Present
Bank of America September 1978 - September 2012
Bank of Boston 1978 - 2001
Skills
International Workout..., Middle Market Banking...
Education
Harvard College 1974 — 1978
AB,, American History (United States)
Eastern Bank September 2012 - Present
Bank of America September 1978 - September 2012
Bank of Boston 1978 - 2001
Skills
International Workout..., Middle Market Banking...
Education
Harvard College 1974 — 1978
AB,, American History (United States)
Chenchen (Mike) Zhang's Bank of America Experience October 2012 - December 2012
Job Software Developer
Industry Information Technology and Services
Experience
Liberty Mutual Insurance April 2014 - July 2015
Liberty Mutual Insurance November 2013 - March 2014
Liberty Mutual Insurance June 2013 - November 2013
Bank of America October 2012 - December 2012
Imprivata May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, C++, HTML, Java, JavaScript, Python, SOAP, Actuarial Exams
Education
Harvard University 2015 — 2016
Master’s Degree, Computer Science
Worcester Polytechnic Institute 2009 — 2013
Bachelor of Science (BS), Mathematics and Computer Science, 3.81/4.00
Liberty Mutual Insurance April 2014 - July 2015
Liberty Mutual Insurance November 2013 - March 2014
Liberty Mutual Insurance June 2013 - November 2013
Bank of America October 2012 - December 2012
Imprivata May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, C++, HTML, Java, JavaScript, Python, SOAP, Actuarial Exams
Education
Harvard University 2015 — 2016
Master’s Degree, Computer Science
Worcester Polytechnic Institute 2009 — 2013
Bachelor of Science (BS), Mathematics and Computer Science, 3.81/4.00
Derek Brady's Bank of America Experience August 2000 - Present
Job Managing Director, Senior Operational Risk Executive at Bank of America
Industry Banking
Experience
Bank of America August 2000 - Present
Education
Harvard University 1996 — 2000
Economics
Bank of America August 2000 - Present
Education
Harvard University 1996 — 2000
Economics
Jeff Wing's Bank of America Experience May 2005 - August 2009
Job Financial Analyst at RBC
Industry Banking
Experience
RBC September 2009 - Present
Bank of America May 2005 - August 2009
Education
Harvard University 2001 — 2005
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
RBC September 2009 - Present
Bank of America May 2005 - August 2009
Education
Harvard University 2001 — 2005
Bachelor of Science (BS), Banking, Corporate, Finance, and Securities Law
Conor O'Brien's Bank of America Experience August 2012 - October 2013
Job Finance Professional
Industry Financial Services
Experience
Bank of America August 2012 - October 2013
Bank of America May 2010 - June 2012
Merrill Lynch June 2009 - May 2010
Merrill Lynch June 2008 - August 2008
ESPN June 2007 - August 2007
Education
Harvard University 2005 — 2009
Bachelor of Arts (BA)
Universidad Pablo de Olavide 2007 — 2007
Semester Abroad
Bank of America August 2012 - October 2013
Bank of America May 2010 - June 2012
Merrill Lynch June 2009 - May 2010
Merrill Lynch June 2008 - August 2008
ESPN June 2007 - August 2007
Education
Harvard University 2005 — 2009
Bachelor of Arts (BA)
Universidad Pablo de Olavide 2007 — 2007
Semester Abroad
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS