Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Tracie Bitney Tracie Bitney's Bank of America Experience January 2009 - October 2013
Job Paralegal at Lewis Brisbois Bisgaard & Smith LLP
Industry Law Practice
Experience
Badgley Mullins Turner PLLC September 2014 - January 2015
Robinson Tail P.S. November 2013 - September 2014
Bank of America January 2009 - October 2013
Skills
Civil Litigation, Project Management, Research, Legal Research, Depositions, Mediation, Contract Negotiation, Financial Analysis, Legal Compliance, Investor Relations, Case Managment, Title Insurance, Mortgage Lending, Litigation, Legal Writing, Foreclosures, Appeals
Education
Highline Community College
Certified Paralegal
Badgley Mullins Turner PLLC September 2014 - January 2015
Robinson Tail P.S. November 2013 - September 2014
Bank of America January 2009 - October 2013
Skills
Civil Litigation, Project Management, Research, Legal Research, Depositions, Mediation, Contract Negotiation, Financial Analysis, Legal Compliance, Investor Relations, Case Managment, Title Insurance, Mortgage Lending, Litigation, Legal Writing, Foreclosures, Appeals
Education
Highline Community College
Certified Paralegal
Susan Paolo Susan Paolo's Bank of America Experience May 2006 - May 2009
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Edward Jones Investments July 2009 - August 2012
Bank of America May 2006 - May 2009
National City Mortgage May 2005 - May 2006
Wells Fargo January 2004 - May 2005
Wells Fargo January 2002 - January 2004
Wells Fargo January 2000 - January 2002
Wells Fargo August 1997 - December 1999
Cuyahoga Community College August 1991 - June 1994
Education
Lake Erie College 1990 — 1991
MBA, Management
Hiram College 1982 — 1986
BA, Management / Economics
Wells Fargo Advisors August 2012 - Present
Edward Jones Investments July 2009 - August 2012
Bank of America May 2006 - May 2009
National City Mortgage May 2005 - May 2006
Wells Fargo January 2004 - May 2005
Wells Fargo January 2002 - January 2004
Wells Fargo January 2000 - January 2002
Wells Fargo August 1997 - December 1999
Cuyahoga Community College August 1991 - June 1994
Education
Lake Erie College 1990 — 1991
MBA, Management
Hiram College 1982 — 1986
BA, Management / Economics
Dwane Samuels Dwane Samuels's Bank of America Experience January 2001 - September 2004
Job Basketball Trainer
Industry Sports
Experience
Sport Proformance October 2013 - Present
Sport Proformance October 2012 - Present
Red Klotz Ent February 2009 - Present
SunTrust Mortgage October 2007 - February 2009
Capital One October 2006 - September 2007
Bank of America January 2001 - September 2004
Skills
Sports Management, Sports, Sports Marketing, Athletics, Basketball, Scouting, Player Development, Sponsorship, Professional Sports, Athletic Training, Basketball Coaching, Ticket Sales, Sports Coaching, Event Management, Mortgage Lending, Credit
Education
Virginia State University 1999 — 2001
Bachelor of Science (BS), Sport Marketing
Hiwassee College 1996 — 1998
Associate's degree, Business Management
Sport Proformance October 2013 - Present
Sport Proformance October 2012 - Present
Red Klotz Ent February 2009 - Present
SunTrust Mortgage October 2007 - February 2009
Capital One October 2006 - September 2007
Bank of America January 2001 - September 2004
Skills
Sports Management, Sports, Sports Marketing, Athletics, Basketball, Scouting, Player Development, Sponsorship, Professional Sports, Athletic Training, Basketball Coaching, Ticket Sales, Sports Coaching, Event Management, Mortgage Lending, Credit
Education
Virginia State University 1999 — 2001
Bachelor of Science (BS), Sport Marketing
Hiwassee College 1996 — 1998
Associate's degree, Business Management
Shanelle Donaldson West Shanelle Donaldson West's Bank of America Experience September 2004 - April 2006
Job Mortgage Services Program Assistant at Solid Ground
Industry Nonprofit Organization Management
Experience
Solid Ground November 2014 - Present
Solid Ground July 2013 - November 2014
WesTower Communications December 2012 - July 2013
Lowe Parker Corporation January 2012 - December 2012
Lowe Parker Corporation January 2012 - December 2012
FareStart August 2008 - October 2010
Quadrant Homes April 2006 - February 2008
Quadrant Homes April 2006 - February 2008
Bank of America September 2004 - April 2006
Bank of America September 2004 - April 2006
Skills
Customer Service, Nonprofits, Event Planning, Non-profit..., Training, Program Management, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Fundraising, Negotiation, Social Media, Gardening, Community Gardens, Accounts Receivable, Wireless, Outlook, Event Management, Office Administration, Non-profit Volunteering, Community Outreach
Education
Highline College 1999 — 2001
N/A, Early Childhood Education
Juanita High School 1995 — 1998
High School Diploma
Solid Ground November 2014 - Present
Solid Ground July 2013 - November 2014
WesTower Communications December 2012 - July 2013
Lowe Parker Corporation January 2012 - December 2012
Lowe Parker Corporation January 2012 - December 2012
FareStart August 2008 - October 2010
Quadrant Homes April 2006 - February 2008
Quadrant Homes April 2006 - February 2008
Bank of America September 2004 - April 2006
Bank of America September 2004 - April 2006
Skills
Customer Service, Nonprofits, Event Planning, Non-profit..., Training, Program Management, Microsoft Excel, Budgets, PowerPoint, Microsoft Word, Fundraising, Negotiation, Social Media, Gardening, Community Gardens, Accounts Receivable, Wireless, Outlook, Event Management, Office Administration, Non-profit Volunteering, Community Outreach
Education
Highline College 1999 — 2001
N/A, Early Childhood Education
Juanita High School 1995 — 1998
High School Diploma
Nhat Bui's Bank of America Experience June 2015 - Present
Job Relationship Banker at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Northwestern Mutual April 2015 - June 2015
Symetra June 2014 - May 2015
Bank of America May 2013 - May 2014
Farmers Insurance December 2012 - April 2013
University of Washington June 2011 - September 2012
Highline Community College June 2009 - December 2011
Highline Community College June 2009 - December 2011
Skills
Accounting, Event Planning, Microsoft Office, Customer Service, Marketing, Public Speaking, Sales, Business Strategy, Investments, Financial Services, Leadership
Education
University of Washington 2011 — 2013
Bachelor Degree, Business Administration and Management, General
Highline Community College 2009 — 2011
Associate Degree, Business Administration and Management, General
Bank of America June 2015 - Present
Northwestern Mutual April 2015 - June 2015
Symetra June 2014 - May 2015
Bank of America May 2013 - May 2014
Farmers Insurance December 2012 - April 2013
University of Washington June 2011 - September 2012
Highline Community College June 2009 - December 2011
Highline Community College June 2009 - December 2011
Skills
Accounting, Event Planning, Microsoft Office, Customer Service, Marketing, Public Speaking, Sales, Business Strategy, Investments, Financial Services, Leadership
Education
University of Washington 2011 — 2013
Bachelor Degree, Business Administration and Management, General
Highline Community College 2009 — 2011
Associate Degree, Business Administration and Management, General
Erisa Preni Erisa Preni's Bank of America Experience July 2013 - June 2014
Job Relationship Specialist II at Florida Community Bank
Industry Banking
Experience
Florida Community Bank June 2014 - Present
Bank of America July 2013 - June 2014
Bank of America December 2011 - June 2013
Bank of America April 2011 - December 2011
Skills
Loans, Branch Banking, Notary Public, Banking, Credit, Consumer Lending, Retail Banking, Small Business Lending, Sales, Deposits, Lines Of Credit, Credit Analysis, Cross Selling, Credit Cards, Branch Management, Residential Mortgages, Refinance, Home Equity Loans, Home Equity Lines of..., Loan Servicing, Mortgage Servicing, Commercial Mortgages, Credit Risk, FHA financing, Loan Modifications, Loss Mitigation, Merchant Services
Education
Hodges University
Associate degree, Paralegal studies
Hodges University
Bachelors degree; MBA; Diploma, legal studies
Florida Community Bank June 2014 - Present
Bank of America July 2013 - June 2014
Bank of America December 2011 - June 2013
Bank of America April 2011 - December 2011
Skills
Loans, Branch Banking, Notary Public, Banking, Credit, Consumer Lending, Retail Banking, Small Business Lending, Sales, Deposits, Lines Of Credit, Credit Analysis, Cross Selling, Credit Cards, Branch Management, Residential Mortgages, Refinance, Home Equity Loans, Home Equity Lines of..., Loan Servicing, Mortgage Servicing, Commercial Mortgages, Credit Risk, FHA financing, Loan Modifications, Loss Mitigation, Merchant Services
Education
Hodges University
Associate degree, Paralegal studies
Hodges University
Bachelors degree; MBA; Diploma, legal studies
Chip Olson's Bank of America Experience 2006 - 2007
Job Senior Vice President
Industry Investment Management
Experience
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Peoples Wealth Management LLC March 2014 - Present
Webster Private Bank 2007 - Present
Bank of America 2006 - 2007
Webster Financial Advisors 2004 - 2006
The Phoenix Companies 1997 - 2004
Phoenix Investment Partners 1991 - 1997
U.S. Trust 1984 - 1990
Skills
Insurance, Investments, Mutual Funds, Series 63, Series 7, Life Insurance, Financial Services, Wealth Management, Asset Allocation, Retirement Planning, Retirement, Securities, 401k, Asset Management, Portfolio Management, Relationship Management, Financial Advisory, Long-term Care, Series 6, Strategic Financial..., Equities, Fixed Annuities, Customer Service
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, Finance, General
Hobart and William Smith Colleges 1980 — 1984
BA, Economics, Sociology
Rochelle Vecchio Rochelle Vecchio's Bank of America Experience March 2012 - November 2012
Job Banking Professional
Industry Banking
Experience
Nationstar Mortgage January 2015 - Present
Nationstar Mortgage November 2013 - December 2014
Nationstar Mortgage November 2012 - November 2013
Bank of America March 2012 - November 2012
Bank of America January 2011 - March 2012
Bank of America February 2010 - January 2011
Bank of America August 2008 - January 2011
Bank of America August 2007 - January 2010
Bank of America February 2005 - August 2007
Bank of America October 2001 - March 2005
Skills
Banking, Credit, Loans, Mortgage Lending, Consumer Lending, Credit Risk, Loan Origination, Mortgage Banking, Small Business Lending, Financial Risk, Credit Cards, Risk Management, Lines Of Credit, Relationship Management, Branch Management, Loan Servicing, Operational Risk..., Commercial Banking, Credit Analysis, Retail Banking, Management, Leadership, Process Improvement, Customer Service, Microsoft Office, Team Building, Financial Services
Education
Hiram College 2001 — 2002
Kent State University 1996 — 1998
Business Administration and Management, General
Nationstar Mortgage January 2015 - Present
Nationstar Mortgage November 2013 - December 2014
Nationstar Mortgage November 2012 - November 2013
Bank of America March 2012 - November 2012
Bank of America January 2011 - March 2012
Bank of America February 2010 - January 2011
Bank of America August 2008 - January 2011
Bank of America August 2007 - January 2010
Bank of America February 2005 - August 2007
Bank of America October 2001 - March 2005
Skills
Banking, Credit, Loans, Mortgage Lending, Consumer Lending, Credit Risk, Loan Origination, Mortgage Banking, Small Business Lending, Financial Risk, Credit Cards, Risk Management, Lines Of Credit, Relationship Management, Branch Management, Loan Servicing, Operational Risk..., Commercial Banking, Credit Analysis, Retail Banking, Management, Leadership, Process Improvement, Customer Service, Microsoft Office, Team Building, Financial Services
Education
Hiram College 2001 — 2002
Kent State University 1996 — 1998
Business Administration and Management, General
Margarita Ramos Margarita Ramos's Bank of America Experience February 2015 - Present
Job Global HR Compliance Executive at Bank of America
Industry Capital Markets
Experience
Bank of America February 2015 - Present
RBC Capital Markets June 2013 - February 2015
Axiom May 2009 - July 2013
HUMAN CAPITAL CONSULTING, LLC. July 2006 - March 2009
SMITH BARNEY/CITIGROUP March 2005 - June 2006
JPMORGAN CHASE 2001 - 2005
MERRILL LYNCH & CO. 1998 - 2000
MERRILL LYNCH & CO. 1995 - 1998
METROPOLITAN HOSPITAL CENTER January 1993 - January 1995
METROPOLITAN HOSPITAL CENTER January 1992 - January 1995
Skills
Workplace Investigations, Employee Relations, Employment Law, Mediation, Investigations, Labor Relations, Alternative Dispute..., Mergers, Leadership, Management, Performance Management, Personnel Management, Policy, Succession Planning, Talent Management, Training, Workplace Safety, Deferred Compensation, Employee Benefits
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Sociology/Education
State University of New York College at Buffalo
J.D, Law
Bank of America February 2015 - Present
RBC Capital Markets June 2013 - February 2015
Axiom May 2009 - July 2013
HUMAN CAPITAL CONSULTING, LLC. July 2006 - March 2009
SMITH BARNEY/CITIGROUP March 2005 - June 2006
JPMORGAN CHASE 2001 - 2005
MERRILL LYNCH & CO. 1998 - 2000
MERRILL LYNCH & CO. 1995 - 1998
METROPOLITAN HOSPITAL CENTER January 1993 - January 1995
METROPOLITAN HOSPITAL CENTER January 1992 - January 1995
Skills
Workplace Investigations, Employee Relations, Employment Law, Mediation, Investigations, Labor Relations, Alternative Dispute..., Mergers, Leadership, Management, Performance Management, Personnel Management, Policy, Succession Planning, Talent Management, Training, Workplace Safety, Deferred Compensation, Employee Benefits
Education
Hobart and William Smith Colleges 1981 — 1985
BA, Sociology/Education
State University of New York College at Buffalo
J.D, Law
J. David Mchann J. David Mchann's Bank of America Experience February 2002 - September 2007
Job Staffing Consultant
Industry Human Resources
Experience
Express Employment Professionals June 2014 - Present
Malace HR February 2013 - May 2013
Threat Assessment Protection Services November 2008 - September 2010
United States Marine Corps March 2004 - March 2010
Bank of America February 2002 - September 2007
Skills
Analysis, Leadership Development, Leadership, Management, Team Building, Business Process..., Procedural Analysis, Recruiting, Career Assessment, Macroeconomics
Education
University of Michigan 2008 — 2012
Bachelors, Economics
Hillsdale College 1999 — 2002
Marketing
Express Employment Professionals June 2014 - Present
Malace HR February 2013 - May 2013
Threat Assessment Protection Services November 2008 - September 2010
United States Marine Corps March 2004 - March 2010
Bank of America February 2002 - September 2007
Skills
Analysis, Leadership Development, Leadership, Management, Team Building, Business Process..., Procedural Analysis, Recruiting, Career Assessment, Macroeconomics
Education
University of Michigan 2008 — 2012
Bachelors, Economics
Hillsdale College 1999 — 2002
Marketing
Liz Binz's Bank of America Experience July 2012 - November 2012
Job Office Director & Partner Relations at The HomeScholar LLC
Industry Events Services
Experience
The HomeScholar November 2012 - Present
Bank of America July 2012 - November 2012
Bank of America March 2011 - July 2012
Bank of America September 2010 - March 2011
Sammamish Club September 2010 - November 2010
Marriott International September 2008 - July 2010
Seattle Pacific University September 2009 - June 2010
The Leukemia & Lymphoma Society April 2009 - October 2009
Highline Community College August 2006 - June 2007
Skills
Event Management, Planning, Budgeting, Problem Solving, Team Leadership, Organizational..., Attention To Detail, Professional..., Innovation, Employee Loyalty, Customer Relations, Project Planning, Customer Service, Leadership, Budgets, Microsoft Excel, Social Media, Databases, Social Networking, Fundraising, Training, Teamwork, Sales Management, Data Entry, Advertising, Coaching, Public Relations, CRM, Customer Satisfaction, Editing, Public Speaking
Education
Seattle Pacific University 2008 — 2010
Bachelor of Arts, Communication
Highline College 2005 — 2007
Associate of Arts, General Studies
The HomeScholar November 2012 - Present
Bank of America July 2012 - November 2012
Bank of America March 2011 - July 2012
Bank of America September 2010 - March 2011
Sammamish Club September 2010 - November 2010
Marriott International September 2008 - July 2010
Seattle Pacific University September 2009 - June 2010
The Leukemia & Lymphoma Society April 2009 - October 2009
Highline Community College August 2006 - June 2007
Skills
Event Management, Planning, Budgeting, Problem Solving, Team Leadership, Organizational..., Attention To Detail, Professional..., Innovation, Employee Loyalty, Customer Relations, Project Planning, Customer Service, Leadership, Budgets, Microsoft Excel, Social Media, Databases, Social Networking, Fundraising, Training, Teamwork, Sales Management, Data Entry, Advertising, Coaching, Public Relations, CRM, Customer Satisfaction, Editing, Public Speaking
Education
Seattle Pacific University 2008 — 2010
Bachelor of Arts, Communication
Highline College 2005 — 2007
Associate of Arts, General Studies
Jean Ilersich Meyer Jean Ilersich Meyer's Bank of America Experience September 2006 - April 2008
Job
Industry Telecommunications
Experience
Charter Business September 2014 - Present
Tables Cubed March 2011 - June 2013
Shelter Insurance Companies 2009 - 2010
Bank of America September 2006 - April 2008
Sprint April 2003 - April 2005
Williams Communications May 2000 - March 2002
Genesys Conferencing June 1998 - June 2000
MCI WorldCom (WilTel) June 1988 - April 1998
Skills
Telecommunications, Solution Selling, Customer Service, Global Marketing, Global Business..., Business Development, CRM, Sales, Management, Wireless, Global Sales, Marketing Strategy, Account Management, Cross-functional Team..., Direct Sales, Strategy, Cloud Computing, Managed Services, Public Speaking, International Business, Consultative Selling..., Strengthening Client..., Channel Partners, Managing Global..., Persuasive Presentations, Channel Program..., Channel Account..., Operations Process..., Leadership
Education
Hiram College
Bachelor's degree, Business, Management, Marketing and Communications
Charter Business September 2014 - Present
Tables Cubed March 2011 - June 2013
Shelter Insurance Companies 2009 - 2010
Bank of America September 2006 - April 2008
Sprint April 2003 - April 2005
Williams Communications May 2000 - March 2002
Genesys Conferencing June 1998 - June 2000
MCI WorldCom (WilTel) June 1988 - April 1998
Skills
Telecommunications, Solution Selling, Customer Service, Global Marketing, Global Business..., Business Development, CRM, Sales, Management, Wireless, Global Sales, Marketing Strategy, Account Management, Cross-functional Team..., Direct Sales, Strategy, Cloud Computing, Managed Services, Public Speaking, International Business, Consultative Selling..., Strengthening Client..., Channel Partners, Managing Global..., Persuasive Presentations, Channel Program..., Channel Account..., Operations Process..., Leadership
Education
Hiram College
Bachelor's degree, Business, Management, Marketing and Communications
Wilma Schunke Wilma Schunke's Bank of America Experience March 2014 - Present
Job Vice President and Assistant Manager at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Bank of America June 2006 - March 2014
Bank of America October 2002 - June 2006
Bank of America January 1998 - November 2000
Bank of America January 1998 - December 1998
MetLife February 1997 - January 1998
Bank of America September 1975 - February 1997
Skills
Management, Leadership, Customer Satisfaction, Customer Service, Banking, Process Improvement, Finance, Time Management, Public Speaking, Project Management, Retail Banking, Employee Training, Call Centers, Team Management, Process Implementation, Curriculum Development, Training & Facilitation, Sales, Relationship Management
Education
University of Washington 2001 — 2003
B.A.Interdisciplinary; Society, Ethics and Human Behavior, Society, Ethics and Human Behavior, 3.93
Highline Community College 1973 — 1975
Associate of Arts (AA); Associate of Applied Science, Library Technician, 3.95
Bank of America March 2014 - Present
Bank of America June 2006 - March 2014
Bank of America October 2002 - June 2006
Bank of America January 1998 - November 2000
Bank of America January 1998 - December 1998
MetLife February 1997 - January 1998
Bank of America September 1975 - February 1997
Skills
Management, Leadership, Customer Satisfaction, Customer Service, Banking, Process Improvement, Finance, Time Management, Public Speaking, Project Management, Retail Banking, Employee Training, Call Centers, Team Management, Process Implementation, Curriculum Development, Training & Facilitation, Sales, Relationship Management
Education
University of Washington 2001 — 2003
B.A.Interdisciplinary; Society, Ethics and Human Behavior, Society, Ethics and Human Behavior, 3.93
Highline Community College 1973 — 1975
Associate of Arts (AA); Associate of Applied Science, Library Technician, 3.95
David Nathan Owen David Nathan Owen's Bank of America Experience October 2010 - Present
Job Vice President, Manager, Portfolio Management Office (PMO), Enterprise Change at Bank of America
Industry Financial Services
Experience
Bank of America October 2010 - Present
Skills
Fixed Income, Leadership, Banking, Investments, Financial Modeling, Risk Management, Equities, Asset Management, Financial Analysis, Financial Services, Process Improvement, Acquisition Integration, Change Management, Business Transformation, Strategic Initiatives
Education
Hobart and William Smith Colleges 2003 — 2007
BA
Bank of America October 2010 - Present
Skills
Fixed Income, Leadership, Banking, Investments, Financial Modeling, Risk Management, Equities, Asset Management, Financial Analysis, Financial Services, Process Improvement, Acquisition Integration, Change Management, Business Transformation, Strategic Initiatives
Education
Hobart and William Smith Colleges 2003 — 2007
BA
Madeline (Brooks) Hamilton Madeline (Brooks) Hamilton's Bank of America Experience December 2011 - Present
Job Senior Client Manager, Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America December 2011 - Present
Bank of America August 2010 - December 2011
Bank of America May 2009 - August 2010
Bank of America June 2008 - May 2009
Skills
Credit, Fixed Income, Loans, Portfolio Management, Commercial Banking, Banking, Equities, Investments, Financial Analysis, Credit Analysis, Capital Markets, Bloomberg
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Hobart and William Smith Colleges 2004 — 2008
Economics, Political Science
Westminster School 2000 — 2004
High School Diploma
Bank of America December 2011 - Present
Bank of America August 2010 - December 2011
Bank of America May 2009 - August 2010
Bank of America June 2008 - May 2009
Skills
Credit, Fixed Income, Loans, Portfolio Management, Commercial Banking, Banking, Equities, Investments, Financial Analysis, Credit Analysis, Capital Markets, Bloomberg
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics
Hobart and William Smith Colleges 2004 — 2008
Economics, Political Science
Westminster School 2000 — 2004
High School Diploma
Brian Barczykowski Brian Barczykowski's Bank of America Experience April 2010 - June 2010
Job Claim Processor
Industry Hospital & Health Care
Experience
Blue Cross and Blue Shield July 2015 - Present
UnitedHealth Group July 2014 - July 2015
Iqor-Allied Interstate LLC October 2011 - July 2015
Cawley & Bergmann, LLP January 2011 - September 2011
Cohen Connelly & Krane, LLC July 2010 - December 2010
Bank of America April 2010 - June 2010
B&B Credit Solutions, LLC August 2005 - January 2010
Seymour and Seymour Debt Recovery August 2004 - March 2005
Bronson and Migliacio April 2004 - July 2004
Nationwide Warehouse October 2003 - March 2004
Skills
Customer Service, Sales, Management, Multi Tasking, Employee Training, Team Building, Team Leadership, Social Networking, Teamwork, Team Management, Customer Satisfaction, Customer Support, Leadership, Training, Account Management, Sales Management, Microsoft Office, Microsoft Excel, CRM, Microsoft Word, Negotiation
Education
Hilbert College 1997 — 2002
Bachelor's degree, Criminal Justice
Blue Cross and Blue Shield July 2015 - Present
UnitedHealth Group July 2014 - July 2015
Iqor-Allied Interstate LLC October 2011 - July 2015
Cawley & Bergmann, LLP January 2011 - September 2011
Cohen Connelly & Krane, LLC July 2010 - December 2010
Bank of America April 2010 - June 2010
B&B Credit Solutions, LLC August 2005 - January 2010
Seymour and Seymour Debt Recovery August 2004 - March 2005
Bronson and Migliacio April 2004 - July 2004
Nationwide Warehouse October 2003 - March 2004
Skills
Customer Service, Sales, Management, Multi Tasking, Employee Training, Team Building, Team Leadership, Social Networking, Teamwork, Team Management, Customer Satisfaction, Customer Support, Leadership, Training, Account Management, Sales Management, Microsoft Office, Microsoft Excel, CRM, Microsoft Word, Negotiation
Education
Hilbert College 1997 — 2002
Bachelor's degree, Criminal Justice
Ashley Werner Ashley Werner's Bank of America Experience July 2012 - July 2013
Job Attended Hodges University
Industry
Experience
Navy-Marine Corps Relief Society July 2014 - Present
Bank of America July 2012 - July 2013
Papa John's International November 2006 - January 2013
Skills
Cashiering, Customer Service, Data Entry, Restaurant Management, Cash Handling Experience, Food Service, Inventory Control, Telephone Skills, Leadership, Restaurants, Microsoft Excel, Management
Education
Hodges University 2013 — 2013
Bachelor of Science (BS), Management
University of South Florida 2011 — 2012
Navy-Marine Corps Relief Society July 2014 - Present
Bank of America July 2012 - July 2013
Papa John's International November 2006 - January 2013
Skills
Cashiering, Customer Service, Data Entry, Restaurant Management, Cash Handling Experience, Food Service, Inventory Control, Telephone Skills, Leadership, Restaurants, Microsoft Excel, Management
Education
Hodges University 2013 — 2013
Bachelor of Science (BS), Management
University of South Florida 2011 — 2012
Alice Dyal Alice Dyal's Bank of America Experience June 1999 - October 2005
Job Analyst with TekSystems, placed at Bank of America
Industry Computer Software
Experience
TEKsystems June 2011 - January 2014
Universal paper Products March 2008 - August 2010
Bank of America June 1999 - October 2005
Bank of America June 1994 - June 1999
Carnett (Southeast Toyota IT at the time) January 1984 - June 1994
Skills
Weblogic, Mainframe, SQL, SharePoint, Troubleshooting, Microsoft Office, Software Documentation, Process Improvement, Unix, IT Management, Management
Education
Hinds Community College 1970 — 1972
Associates, Information Technology
TEKsystems June 2011 - January 2014
Universal paper Products March 2008 - August 2010
Bank of America June 1999 - October 2005
Bank of America June 1994 - June 1999
Carnett (Southeast Toyota IT at the time) January 1984 - June 1994
Skills
Weblogic, Mainframe, SQL, SharePoint, Troubleshooting, Microsoft Office, Software Documentation, Process Improvement, Unix, IT Management, Management
Education
Hinds Community College 1970 — 1972
Associates, Information Technology
Claudia Plesha Claudia Plesha's Bank of America Experience January 2011 - Present
Job Consultant at ThirtyOne Gifts
Industry Banking
Experience
Thirty-One Gifts May 2013 - Present
Bank of America January 2011 - Present
Collier County Government 2006 - 2007
Suncoast Schools Federal Credit Union 1993 - 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, English, Windows, Research, Outlook, Teaching, HTML, Budgets, C++, Leadership Development, Banking, Loans, Social Media Marketing, Accounting
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Hodges University 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Thirty-One Gifts May 2013 - Present
Bank of America January 2011 - Present
Collier County Government 2006 - 2007
Suncoast Schools Federal Credit Union 1993 - 2006
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, English, Windows, Research, Outlook, Teaching, HTML, Budgets, C++, Leadership Development, Banking, Loans, Social Media Marketing, Accounting
Education
University of Phoenix 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Hodges University 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Charlie Pascal Charlie Pascal's Bank of America Experience 2004 - 2006
Job Business Law Associate at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP 2015 - Present
Diserio Martin O'Connor & Castiglioni LLP 2011 - 2014
Bingham McCutchen LLP 2009 - 2011
Bank of America 2004 - 2006
Eaton Vance 2001 - 2004
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Commercial Finance, General Corporate...
Education
The University of Connecticut School of Law 2006 — 2009
J.D.
University of Exeter 2008 — 2008
Legal Studies, EU and UK Law
Hobart College 1997 — 2001
B.A., History
Goodwin Procter LLP 2015 - Present
Diserio Martin O'Connor & Castiglioni LLP 2011 - 2014
Bingham McCutchen LLP 2009 - 2011
Bank of America 2004 - 2006
Eaton Vance 2001 - 2004
Skills
Corporate Law, Corporate Governance, Mergers & Acquisitions, Commercial Finance, General Corporate...
Education
The University of Connecticut School of Law 2006 — 2009
J.D.
University of Exeter 2008 — 2008
Legal Studies, EU and UK Law
Hobart College 1997 — 2001
B.A., History
Ryan Rueger Ryan Rueger's Bank of America Experience May 2014 - Present
Job Client Manager at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America May 2014 - Present
Citi January 2013 - May 2014
HSBC July 2012 - January 2013
HSBC August 2011 - July 2012
HSBC June 2010 - August 2011
Skills
Risk Management, Financial Risk, Fraud, Banking, Business Analysis, Compliance
Education
Oracle academy 2013 — 2013
SQL Programming
Hilbert College 2004 — 2008
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Bank of America May 2014 - Present
Citi January 2013 - May 2014
HSBC July 2012 - January 2013
HSBC August 2011 - July 2012
HSBC June 2010 - August 2011
Skills
Risk Management, Financial Risk, Fraud, Banking, Business Analysis, Compliance
Education
Oracle academy 2013 — 2013
SQL Programming
Hilbert College 2004 — 2008
Bachelor's degree, Criminal Justice/Law Enforcement Administration
Jennifer R. (Jennifer Burnham) Robinson's Bank of America Experience November 2000 - June 2006
Job Customer Logistics Specialist at The National DCP
Industry Retail
Experience
The National DCP October 2014 - Present
Teamwork Installation Specialists January 2014 - June 2014
The National DCP May 2012 - January 2014
ULTA Beauty October 2008 - May 2012
LSI (A Division of Fidelity) November 2006 - April 2008
Bank of America November 2000 - June 2006
Skills
Training, Customer Service, Call Centers, Management, Team Leadership, Creative Writing, esthetics, Banking, Skin Care, Leadership, Makeup Artistry, Sales Operations, Retail, Sales, Team Building, Customer Satisfaction
Education
Framingham State University
Sociology and Anthropology
Hofstra University
Psychology
The National DCP October 2014 - Present
Teamwork Installation Specialists January 2014 - June 2014
The National DCP May 2012 - January 2014
ULTA Beauty October 2008 - May 2012
LSI (A Division of Fidelity) November 2006 - April 2008
Bank of America November 2000 - June 2006
Skills
Training, Customer Service, Call Centers, Management, Team Leadership, Creative Writing, esthetics, Banking, Skin Care, Leadership, Makeup Artistry, Sales Operations, Retail, Sales, Team Building, Customer Satisfaction
Education
Framingham State University
Sociology and Anthropology
Hofstra University
Psychology
Christina Dominak Christina Dominak's Bank of America Experience December 2004 - June 2012
Job Banking Professional
Industry Banking
Experience
Safeguard Properties June 2013 - Present
Bank of America December 2004 - June 2012
National City Bank June 2002 - December 2004
Hospitality Restaurants June 1997 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Oracle Applications, Customer Service, Customer Satisfaction, Customer Retention, Credit Risk, Credit Analysis, Risk Management, Risk Assessment, Consumer Lending, Collections, Sales, Marketing
Education
Hiram College 2008 — 2011
Bachelor's degree, Accounting and Finance
University of Cincinnati College of Business 1992 — 1996
Mathematics and QA
Safeguard Properties June 2013 - Present
Bank of America December 2004 - June 2012
National City Bank June 2002 - December 2004
Hospitality Restaurants June 1997 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Oracle Applications, Customer Service, Customer Satisfaction, Customer Retention, Credit Risk, Credit Analysis, Risk Management, Risk Assessment, Consumer Lending, Collections, Sales, Marketing
Education
Hiram College 2008 — 2011
Bachelor's degree, Accounting and Finance
University of Cincinnati College of Business 1992 — 1996
Mathematics and QA
Valerie Cook Valerie Cook's Bank of America Experience May 2012 - July 2013
Job Account Executive at Aramark
Industry Facilities Services
Experience
Aramark April 2015 - Present
Aramark March 2015 - Present
Bank of America May 2012 - July 2013
MarketStar/Hewlett Packard May 2010 - November 2011
Best Buy May 2009 - May 2010
Skills
Retail, Customer Service, Account Management, Microsoft Office, Organizational..., Coaching, PowerPoint, Teamwork, Problem Solving, Planning, Administration, Marketing Strategy, Event Planning, Negotiation, Public Speaking, Customer Satisfaction, Team Building, Selling, Sales Operations, Sales, Management
Education
Washington State University 2011 — 2015
BA, Business Administration-Management and Operations, 3.7
New Mexico Highlands University 2008 — 2009
Bachelor's Degree, Kinesiology and Exercise Science
Highline Community College 2006 — 2008
Associate of Arts (AA), General Studies
Aramark April 2015 - Present
Aramark March 2015 - Present
Bank of America May 2012 - July 2013
MarketStar/Hewlett Packard May 2010 - November 2011
Best Buy May 2009 - May 2010
Skills
Retail, Customer Service, Account Management, Microsoft Office, Organizational..., Coaching, PowerPoint, Teamwork, Problem Solving, Planning, Administration, Marketing Strategy, Event Planning, Negotiation, Public Speaking, Customer Satisfaction, Team Building, Selling, Sales Operations, Sales, Management
Education
Washington State University 2011 — 2015
BA, Business Administration-Management and Operations, 3.7
New Mexico Highlands University 2008 — 2009
Bachelor's Degree, Kinesiology and Exercise Science
Highline Community College 2006 — 2008
Associate of Arts (AA), General Studies
Erin DuBois Erin DuBois's Bank of America Experience March 2006 - January 2011
Job Regional Vice President at GreenStone Farm Credit Services
Industry Banking
Experience
GreenStone Farm Credit Services January 2011 - Present
Bank of America March 2006 - January 2011
LaSalle Bank 2006 - 2008
Republic Bank (now know as Citizens Bank) September 1998 - March 2006
National City Bank July 1994 - September 1998
Shoreline Bank August 1993 - July 1994
Education
Hillsdale College 1989 — 1993
BS, Business Administration / Marketing and Chemistry
GreenStone Farm Credit Services January 2011 - Present
Bank of America March 2006 - January 2011
LaSalle Bank 2006 - 2008
Republic Bank (now know as Citizens Bank) September 1998 - March 2006
National City Bank July 1994 - September 1998
Shoreline Bank August 1993 - July 1994
Education
Hillsdale College 1989 — 1993
BS, Business Administration / Marketing and Chemistry
Debbie Warren, MBA's Bank of America Experience February 2011 - July 2011
Job Looking for a new Senior Financial Consulting Project at a new company
Industry Information Technology and Services
Experience
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
Christopher Fontana Christopher Fontana's Bank of America Experience July 1993 - March 2009
Job SVP Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2009 - Present
Bank of America July 1993 - March 2009
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Transfer, Wealth Planning, Wealth Strategies
Education
Hillsdale College 1988 — 1992
Bachelor of Arts (B.A.), Economics/Political Science
Wells Fargo Advisors April 2009 - Present
Bank of America July 1993 - March 2009
Skills
Retirement Planning, Investments, Mutual Funds, Wealth Transfer, Wealth Planning, Wealth Strategies
Education
Hillsdale College 1988 — 1992
Bachelor of Arts (B.A.), Economics/Political Science
Chirag Thakkar Chirag Thakkar's Bank of America Experience August 2013 - July 2014
Job Senior Consultant at EY
Industry Financial Services
Experience
EY July 2014 - Present
Bank of America August 2013 - July 2014
Bank of America June 2011 - August 2013
National Grid November 2010 - June 2011
Hofstra University September 2010 - November 2010
New York City Department of Finance June 2010 - September 2010
Capgemini June 2008 - August 2009
Skills
Risk Management, Business Analysis, Visio, Data Analysis, Market Risk, Microsoft Office 2007, Reconciliations, Credit Derivatives, Equities, Commodities, Analysis, Credit Risk, Oracle SQL, Database Management, ETRM, Settlements, SDLC, Enterprise Risk..., Banking, Business Intelligence, Microsoft SQL Server, Nucleus, Corporate Social..., JIRA, Workflow Design, Workflow, Excel, Risk Analysis, Information Management, Capital Markets Analysis, Software Project..., Microsoft Excel, ETL Tools, Financial Markets, Financial Risk..., PnL, Summit, Analytics, Financial Risk, Basel II, Capital Adequacy, FX Options, Software Documentation, Data Warehousing, Strategy, Integration, Commodity
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Mumbai 2005 — 2008
B.E, Computer Engineering
Maharashtra State Board of Technical Education 2002 — 2005
Diploma, Electronics and Telecommunication Engineering
EY July 2014 - Present
Bank of America August 2013 - July 2014
Bank of America June 2011 - August 2013
National Grid November 2010 - June 2011
Hofstra University September 2010 - November 2010
New York City Department of Finance June 2010 - September 2010
Capgemini June 2008 - August 2009
Skills
Risk Management, Business Analysis, Visio, Data Analysis, Market Risk, Microsoft Office 2007, Reconciliations, Credit Derivatives, Equities, Commodities, Analysis, Credit Risk, Oracle SQL, Database Management, ETRM, Settlements, SDLC, Enterprise Risk..., Banking, Business Intelligence, Microsoft SQL Server, Nucleus, Corporate Social..., JIRA, Workflow Design, Workflow, Excel, Risk Analysis, Information Management, Capital Markets Analysis, Software Project..., Microsoft Excel, ETL Tools, Financial Markets, Financial Risk..., PnL, Summit, Analytics, Financial Risk, Basel II, Capital Adequacy, FX Options, Software Documentation, Data Warehousing, Strategy, Integration, Commodity
Education
Hofstra University 2009 — 2011
MBA, Finance
University of Mumbai 2005 — 2008
B.E, Computer Engineering
Maharashtra State Board of Technical Education 2002 — 2005
Diploma, Electronics and Telecommunication Engineering
Fanny Cano Fanny Cano's Bank of America Experience September 2012 - January 2015
Job Student at Hofstra University
Industry Financial Services
Experience
Bethpage Federal Credit Union February 2015 - Present
Bank of America September 2012 - January 2015
Anellies Tax Services January 2010 - September 2012
New York Life Insurance Company June 2010 - January 2011
SUFI SA July 2007 - May 2009
Banco de Bogota June 2006 - July 2007
Red de Salud del Suroriente December 2005 - July 2006
Foundacion Tacuri January 2003 - June 2005
Skills
Credit, Financial Services, Financial Analysis, Customer Service, Loans, Finance, Accounting, Financial Reporting, Credit Risk, Statistics, Banking, Corporate Finance, Risk Management, Social Media, Credit Analysis, Strategic Planning, Microsoft Office, Project Management
Education
Hofstra University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Nassau Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Universidad ICESI 2006 — 2007
Specialist, Finance, General
Universidad de San Buenaventura 1998 — 2002
Bachelor's degree, Economics, Economist
Bethpage Federal Credit Union February 2015 - Present
Bank of America September 2012 - January 2015
Anellies Tax Services January 2010 - September 2012
New York Life Insurance Company June 2010 - January 2011
SUFI SA July 2007 - May 2009
Banco de Bogota June 2006 - July 2007
Red de Salud del Suroriente December 2005 - July 2006
Foundacion Tacuri January 2003 - June 2005
Skills
Credit, Financial Services, Financial Analysis, Customer Service, Loans, Finance, Accounting, Financial Reporting, Credit Risk, Statistics, Banking, Corporate Finance, Risk Management, Social Media, Credit Analysis, Strategic Planning, Microsoft Office, Project Management
Education
Hofstra University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
Nassau Community College 2009 — 2011
Associate of Science (A.S.), Accounting
Universidad ICESI 2006 — 2007
Specialist, Finance, General
Universidad de San Buenaventura 1998 — 2002
Bachelor's degree, Economics, Economist
Tetiana Pyatokha Tetiana Pyatokha's Bank of America Experience July 2014 - Present
Job Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
WSU BLS December 2010 - May 2014
WAS Rogers Hall August 2010 - May 2014
Sears, Roebuck and Co. May 2013 - August 2013
Fred Meyer July 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Teamwork, Training, Telephone Skills
Education
Washington State University 2010 — 2014
Bachelor's Degree, Biology and Psychology
Universidad Veritas 2013 — 2013
Study Abroad Program
Highline Community College 2008 — 2010
Associate of Arts (AA)
Kent-Meridian High School 2006 — 2010
High School
Bank of America July 2014 - Present
WSU BLS December 2010 - May 2014
WAS Rogers Hall August 2010 - May 2014
Sears, Roebuck and Co. May 2013 - August 2013
Fred Meyer July 2010 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Teamwork, Training, Telephone Skills
Education
Washington State University 2010 — 2014
Bachelor's Degree, Biology and Psychology
Universidad Veritas 2013 — 2013
Study Abroad Program
Highline Community College 2008 — 2010
Associate of Arts (AA)
Kent-Meridian High School 2006 — 2010
High School
April Schneider's Bank of America Experience September 2014 - Present
Job Senior Vice President, Savings Products and Deposits Pricing Executive at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Bank of America December 2011 - September 2014
Bank of America December 2010 - December 2011
Bank of America July 2007 - December 2010
Freedom Mortgage Corp 2005 - 2007
Freddie Mac 1999 - 2005
Fleet Mortgage 1997 - 1999
Skills
Capital Markets, Executive Management, Mortgage Lending, Valuation, Mortgage Banking, Banking, Loans, Portfolio Management, Credit Analysis, Pricing, Financial Services, Credit Risk, Financial Modeling, Finance, Financial Analysis, Fixed Income, Strategic Planning, Business Analysis, Relationship Management, Financial Risk, MBS, Residential Mortgages, Business Strategy, Corporate Finance, Trading, Strategic Financial..., Investor Relations
Education
Hiram College
BA
University of South Carolina - Darla Moore School of Business
Masters
Bank of America September 2014 - Present
Bank of America December 2011 - September 2014
Bank of America December 2010 - December 2011
Bank of America July 2007 - December 2010
Freedom Mortgage Corp 2005 - 2007
Freddie Mac 1999 - 2005
Fleet Mortgage 1997 - 1999
Skills
Capital Markets, Executive Management, Mortgage Lending, Valuation, Mortgage Banking, Banking, Loans, Portfolio Management, Credit Analysis, Pricing, Financial Services, Credit Risk, Financial Modeling, Finance, Financial Analysis, Fixed Income, Strategic Planning, Business Analysis, Relationship Management, Financial Risk, MBS, Residential Mortgages, Business Strategy, Corporate Finance, Trading, Strategic Financial..., Investor Relations
Education
Hiram College
BA
University of South Carolina - Darla Moore School of Business
Masters
Joseph Vacca Joseph Vacca's Bank of America Experience 2000 - 2007
Job Director Prime Brokerage Sales at BTIG
Industry Financial Services
Experience
BTIG October 2008 - Present
Partnership Financial Consulting, LLC 2007 - 2008
Bank of America 2000 - 2007
Montgomery Securities 1995 - 2000
Furman Selz Incorporated 1992 - 1995
State Bank of Long Island 1990 - 1992
Skills
Hedge Funds, New Business Development, Business Relationship..., Series 7, Series 63, Financial Accounting, Prime Brokerage, Series 9, Series 10, Brokerage Operations, Alternative Investments, Equities, Financial Services, Capital Markets, Investments
Education
Hofstra University
BBA, Banking & Finance
Hofstra University-Frank G. Zarb School of Business
MBA, Banking and Finance
BTIG October 2008 - Present
Partnership Financial Consulting, LLC 2007 - 2008
Bank of America 2000 - 2007
Montgomery Securities 1995 - 2000
Furman Selz Incorporated 1992 - 1995
State Bank of Long Island 1990 - 1992
Skills
Hedge Funds, New Business Development, Business Relationship..., Series 7, Series 63, Financial Accounting, Prime Brokerage, Series 9, Series 10, Brokerage Operations, Alternative Investments, Equities, Financial Services, Capital Markets, Investments
Education
Hofstra University
BBA, Banking & Finance
Hofstra University-Frank G. Zarb School of Business
MBA, Banking and Finance
Edward K. Staples Edward K. Staples's Bank of America Experience June 2003 - January 2006
Job Vice President & Trust Officer at Van Liew Trust Company
Industry Investment Management
Experience
Van Liew Trust Company January 2006 - Present
Bank of America June 2003 - January 2006
Fleet National Bank January 1998 - December 2003
BankBoston January 1991 - December 1998
RI Hospital Trust National Bank 1986 - 1991
Hilton Hotels 1984 - 1986
Rockresorts 1979 - 1984
Skills
IRA's, Estate Planning, Charities, Trusts, Investments, Asset Management, Tax, Planned Giving, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Equities, Public Speaking, Administration, Private Banking, Mutual Funds, Investment Advisory, 401k, Probate, Securities, Retirement, Investment Strategies, Holistic Health, Strategic Financial..., IRAs, Fundraising, Wealth Management..., Fiduciary, Management, Financial Services, Asset Allocation, Finance, Wealth, Financial Advisory, Banking, Trust Management, High Net Worth...
Education
American Banking Association 1987 — 1989
Certificate Program, trust & estates
Hobart and William Smith Colleges 1973 — 1977
Bachelor of Arts (B.A.), English Literature
barrington high school
barrington high school
Van Liew Trust Company January 2006 - Present
Bank of America June 2003 - January 2006
Fleet National Bank January 1998 - December 2003
BankBoston January 1991 - December 1998
RI Hospital Trust National Bank 1986 - 1991
Hilton Hotels 1984 - 1986
Rockresorts 1979 - 1984
Skills
IRA's, Estate Planning, Charities, Trusts, Investments, Asset Management, Tax, Planned Giving, Retirement Planning, Wealth Management, Financial Planning, Portfolio Management, Equities, Public Speaking, Administration, Private Banking, Mutual Funds, Investment Advisory, 401k, Probate, Securities, Retirement, Investment Strategies, Holistic Health, Strategic Financial..., IRAs, Fundraising, Wealth Management..., Fiduciary, Management, Financial Services, Asset Allocation, Finance, Wealth, Financial Advisory, Banking, Trust Management, High Net Worth...
Education
American Banking Association 1987 — 1989
Certificate Program, trust & estates
Hobart and William Smith Colleges 1973 — 1977
Bachelor of Arts (B.A.), English Literature
barrington high school
barrington high school
Daniel Thomson Jr. Daniel Thomson Jr.'s Bank of America Experience February 2015 - Present
Job Professional Bank Teller at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Hillsdale College June 2013 - December 2014
Hillsdale College August 2012 - December 2014
Sacred Road Ministries May 2013 - August 2013
Hillsdale College October 2012 - June 2013
Tidemark March 2010 - October 2012
Harry and David December 2011 - January 2012
Harry and David July 2011 - August 2011
Harry and David October 2010 - January 2011
Seattle Watch Company April 2010 - January 2011
Skills
Customer Service, Teaching, History, Creative Problem Solving, Management, Telephone Skills, Teamwork, Research, Recruiting, Community Outreach, Mathematics, Training, Time Management, Phone Skills, Sales, Writing, Editing
Education
Western Governors University 2015 — 2016
Master of Business Administration (M.B.A.)
Hillsdale College 2011 — 2015
Bachelor of Science (B.S.), History Major, Biology Minor
Home Educated 2005 — 2010
High School, Social Studies, Mathematics, English, etc.
Bank of America February 2015 - Present
Hillsdale College June 2013 - December 2014
Hillsdale College August 2012 - December 2014
Sacred Road Ministries May 2013 - August 2013
Hillsdale College October 2012 - June 2013
Tidemark March 2010 - October 2012
Harry and David December 2011 - January 2012
Harry and David July 2011 - August 2011
Harry and David October 2010 - January 2011
Seattle Watch Company April 2010 - January 2011
Skills
Customer Service, Teaching, History, Creative Problem Solving, Management, Telephone Skills, Teamwork, Research, Recruiting, Community Outreach, Mathematics, Training, Time Management, Phone Skills, Sales, Writing, Editing
Education
Western Governors University 2015 — 2016
Master of Business Administration (M.B.A.)
Hillsdale College 2011 — 2015
Bachelor of Science (B.S.), History Major, Biology Minor
Home Educated 2005 — 2010
High School, Social Studies, Mathematics, English, etc.
Maria Ceres Acosta Maria Ceres Acosta's Bank of America Experience September 2006 - May 2009
Job Registered Respiratory Therapist
Industry Hospital & Health Care
Experience
Harrison Medical Center April 2014 - Present
MultiCare June 2013 - Present
King County Elections August 2010 - November 2012
Bank of America September 2006 - May 2009
Bank of America April 2001 - September 2006
Skills
Time Management, Process Improvement, Leadership, Critical Thinking, Respiration, Healthcare, Training, Teamwork, Hospitals, Team Building, HIPAA, CPR Certified
Education
Highline Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
University of the Philippines 1983 — 1987
Bachelor of Arts (BA), Interior Design
Harrison Medical Center April 2014 - Present
MultiCare June 2013 - Present
King County Elections August 2010 - November 2012
Bank of America September 2006 - May 2009
Bank of America April 2001 - September 2006
Skills
Time Management, Process Improvement, Leadership, Critical Thinking, Respiration, Healthcare, Training, Teamwork, Hospitals, Team Building, HIPAA, CPR Certified
Education
Highline Community College 2009 — 2012
Associate of Arts and Sciences (AAS), Respiratory Care Therapy/Therapist
University of the Philippines 1983 — 1987
Bachelor of Arts (BA), Interior Design
Tonya Crumsey Tonya Crumsey's Bank of America Experience March 2004 - August 2004
Job Student at Western Governors University
Industry Accounting
Experience
BB&T July 2011 - January 2014
Weems & Ronan 2011 - 2012
T-Mobile February 2008 - July 2010
Self Employed December 2003 - September 2007
Bank of America March 2004 - August 2004
TransLand Financial Services July 2003 - March 2004
Washington Mutual Bank February 2001 - March 2003
Eloan January 1999 - February 2001
Skills
Mortgage Banking, Retail Banking, Credit Analysis, Banking, Cash Flow, Credit, Customer Service, Financial Analysis, Financial Services, Loans, Mortgage Lending, Process Improvement, Risk Management, Call Centers, Sales, Leadership
Education
Western Governors University 2011 — 2015
Bachelor of Science, Accounting, 3.0
Hinds Community College
BB&T July 2011 - January 2014
Weems & Ronan 2011 - 2012
T-Mobile February 2008 - July 2010
Self Employed December 2003 - September 2007
Bank of America March 2004 - August 2004
TransLand Financial Services July 2003 - March 2004
Washington Mutual Bank February 2001 - March 2003
Eloan January 1999 - February 2001
Skills
Mortgage Banking, Retail Banking, Credit Analysis, Banking, Cash Flow, Credit, Customer Service, Financial Analysis, Financial Services, Loans, Mortgage Lending, Process Improvement, Risk Management, Call Centers, Sales, Leadership
Education
Western Governors University 2011 — 2015
Bachelor of Science, Accounting, 3.0
Hinds Community College
Brenda Rodrigo Brenda Rodrigo's Bank of America Experience November 2004 - December 2006
Job SECURITIES PROCESSING ANALYST at Citigroup Technology Inc.
Industry Financial Services
Experience
Citigroup Technology Inc. August 2014 - Present
Hodges University September 2009 - Present
. March 2010 - December 2013
H&R Block Financial Advisors June 2007 - March 2010
Bank of America November 2004 - December 2006
Gold Coast Capital Management December 1997 - August 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teamwork, Quickbooks, Redtail CRM Software, PeopleSoft SRM Software, Bi-Lingual..., Budgeting/Record Keeping, Efficient Communication..., Excellent Customer...
Education
Hodges University 2012 — 2014
Bachelor's degree, Accounting
Hodges University 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Citigroup Technology Inc. August 2014 - Present
Hodges University September 2009 - Present
. March 2010 - December 2013
H&R Block Financial Advisors June 2007 - March 2010
Bank of America November 2004 - December 2006
Gold Coast Capital Management December 1997 - August 2002
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Teamwork, Quickbooks, Redtail CRM Software, PeopleSoft SRM Software, Bi-Lingual..., Budgeting/Record Keeping, Efficient Communication..., Excellent Customer...
Education
Hodges University 2012 — 2014
Bachelor's degree, Accounting
Hodges University 2009 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Alan Toth's Bank of America Experience November 2003 - December 2010
Job Managing Partner at Level Up Properties
Industry Real Estate
Experience
Level Up Properties June 2011 - Present
EZ Clean Inc. June 2010 - Present
Bank of America November 2003 - December 2010
Quiznos August 2002 - November 2009
iOnBiz, Inc. November 2001 - November 2003
Pricewaterhouse Coopers June 2000 - November 2001
Canon, Inc. May 1999 - September 1999
Skills
Real Estate Investment, Real Estate, Customer Relations, laundry, Small Business..., Technology..., Building Relationships, Customer Satisfaction, Investment Properties, Commercial Real Estate..., Commercial Real Estate, Commercial Real Estate..., Lease Negotiations, Business Development, Customer Service, Business Process Mapping, Investments, Strategy, Management, Sales, Marketing, Training, Property Management, Analysis, Social Networking, Networking, Real Estate Economics, Brokerage
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration (BBA), Business Computer Information Systems / Database, 3.8
The Wheatley School 1992 — 1996
Level Up Properties June 2011 - Present
EZ Clean Inc. June 2010 - Present
Bank of America November 2003 - December 2010
Quiznos August 2002 - November 2009
iOnBiz, Inc. November 2001 - November 2003
Pricewaterhouse Coopers June 2000 - November 2001
Canon, Inc. May 1999 - September 1999
Skills
Real Estate Investment, Real Estate, Customer Relations, laundry, Small Business..., Technology..., Building Relationships, Customer Satisfaction, Investment Properties, Commercial Real Estate..., Commercial Real Estate, Commercial Real Estate..., Lease Negotiations, Business Development, Customer Service, Business Process Mapping, Investments, Strategy, Management, Sales, Marketing, Training, Property Management, Analysis, Social Networking, Networking, Real Estate Economics, Brokerage
Education
Hofstra University 1996 — 2000
Bachelor of Business Administration (BBA), Business Computer Information Systems / Database, 3.8
The Wheatley School 1992 — 1996
Kawanda Wallace Kawanda Wallace's Bank of America Experience January 2007 - Present
Job HR Generalist
Industry Banking
Experience
Bank of America January 2007 - Present
South Fulton Medical Center December 2008 - March 2009
Skills
Data Management, Customer Service, Human Resources, Employee Relations, Microsoft Office, Performance Management, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Access, Public Speaking, Management, Training, Problem Resolution, Leadership, Administrative Support, Team Building, Progressive Discipline, Staff Recruitment, Coaching, Learning & Development..., Recruiting
Education
Clayton State University 2007 — 2009
Bachelors, Health Care Managment
Hinds Community College 2002 — 2004
Associates, General Program
Bank of America January 2007 - Present
South Fulton Medical Center December 2008 - March 2009
Skills
Data Management, Customer Service, Human Resources, Employee Relations, Microsoft Office, Performance Management, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Access, Public Speaking, Management, Training, Problem Resolution, Leadership, Administrative Support, Team Building, Progressive Discipline, Staff Recruitment, Coaching, Learning & Development..., Recruiting
Education
Clayton State University 2007 — 2009
Bachelors, Health Care Managment
Hinds Community College 2002 — 2004
Associates, General Program
Caroline R. Galdabini Caroline R. Galdabini's Bank of America Experience September 1989 - February 1998
Job Director, Business Manager at Citi Private Bank
Industry Financial Services
Experience
Citigroup June 2007 - Present
US Trust February 1998 - June 2007
Bank of America September 1989 - February 1998
Skills
Hedge Funds, Financial Services, Wealth Management, Alternative Investments, Securities
Education
The George Washington University 1995 — 1997
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Political Science/Economics
Citigroup June 2007 - Present
US Trust February 1998 - June 2007
Bank of America September 1989 - February 1998
Skills
Hedge Funds, Financial Services, Wealth Management, Alternative Investments, Securities
Education
The George Washington University 1995 — 1997
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Political Science/Economics
Christopher Ragheb Christopher Ragheb's Bank of America Experience January 2006 - January 2008
Job Senior Vice President/Senior Corporate Banker at BB&T
Industry Banking
Experience
BB&T December 2012 - Present
BB&T June 2011 - January 2013
TD Bank Group May 2008 - November 2010
Bank of America January 2006 - January 2008
Corporate Finance Consulting March 2002 - January 2006
Hunger Network of Greater Cleveland 1998 - 2005
The University of Akron 1993 - 2005
Mellon Financial June 1999 - March 2002
Huntington National Bank 1996 - 1999
Bank One 1994 - 1996
Skills
Due Diligence, Business Development, Debt Structuring, Contract Negotiation, Strategic Financial..., Relationship Management..., Corporate Finance, Portfolio Management, Financial Modeling, Public Finance, Commercial Real Estate, Strategic Consulting, Cross-functional Team..., Interest Rate Risk..., Tax-Exempt Finance, Transaction Management, Financial Analysis, Consultative Style, Risk Assessment, Business Acquisition..., Credit, Divestitures, Banking, Loans, Commercial Lending, Commercial Banking, Credit Analysis, Investments, Underwriting, Cash Management, Risk Management, Treasury Management, Finance, Capital Markets, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 1990 — 1991
MBA Coursework, Finance
Hiram College 1985 — 1989
Bachelor of Arts, Management, with a concentration in Finance and Organizational Communication
BB&T December 2012 - Present
BB&T June 2011 - January 2013
TD Bank Group May 2008 - November 2010
Bank of America January 2006 - January 2008
Corporate Finance Consulting March 2002 - January 2006
Hunger Network of Greater Cleveland 1998 - 2005
The University of Akron 1993 - 2005
Mellon Financial June 1999 - March 2002
Huntington National Bank 1996 - 1999
Bank One 1994 - 1996
Skills
Due Diligence, Business Development, Debt Structuring, Contract Negotiation, Strategic Financial..., Relationship Management..., Corporate Finance, Portfolio Management, Financial Modeling, Public Finance, Commercial Real Estate, Strategic Consulting, Cross-functional Team..., Interest Rate Risk..., Tax-Exempt Finance, Transaction Management, Financial Analysis, Consultative Style, Risk Assessment, Business Acquisition..., Credit, Divestitures, Banking, Loans, Commercial Lending, Commercial Banking, Credit Analysis, Investments, Underwriting, Cash Management, Risk Management, Treasury Management, Finance, Capital Markets, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 1990 — 1991
MBA Coursework, Finance
Hiram College 1985 — 1989
Bachelor of Arts, Management, with a concentration in Finance and Organizational Communication
Van Gray Van Gray's Bank of America Experience August 2003 - November 2007
Job National Account Manager
Industry Computer & Network Security
Experience
VisualPro 360 July 2011 - Present
JPMorgan Chase April 2010 - July 2011
Fifth Third Bank November 2007 - November 2009
Bank of America August 2003 - November 2007
Diversified Innovations Group, Inc January 2000 - July 2002
Best MSO (Family Health Network July 1999 - December 2000
Scripps Health January 1995 - July 1999
United States Marine Corps December 1990 - June 1994
Skills
Leadership, Customer Service, CRM, Sales Management, Account Management, New Business Development, Sales, Direct Sales, Cross-functional Team..., Team Building, Strategic Planning, Salesforce.com, B2B, Marketing Strategy, Project Planning, Sales Process, Selling, Solution Selling, Team Leadership, Business Development, Sales Operations, Strategic Partnerships, P&L Management, Product Marketing
Education
Hodges University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Montana State University-Bozeman 2001 — 2003
BS, Management
VisualPro 360 July 2011 - Present
JPMorgan Chase April 2010 - July 2011
Fifth Third Bank November 2007 - November 2009
Bank of America August 2003 - November 2007
Diversified Innovations Group, Inc January 2000 - July 2002
Best MSO (Family Health Network July 1999 - December 2000
Scripps Health January 1995 - July 1999
United States Marine Corps December 1990 - June 1994
Skills
Leadership, Customer Service, CRM, Sales Management, Account Management, New Business Development, Sales, Direct Sales, Cross-functional Team..., Team Building, Strategic Planning, Salesforce.com, B2B, Marketing Strategy, Project Planning, Sales Process, Selling, Solution Selling, Team Leadership, Business Development, Sales Operations, Strategic Partnerships, P&L Management, Product Marketing
Education
Hodges University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Montana State University-Bozeman 2001 — 2003
BS, Management
Teren Hopstad's Bank of America Experience September 2003 - March 2005
Job Account Manager at Kibble & Prentice
Industry Financial Services
Experience
Kibble & Prentice November 2006 - Present
State Farm March 2005 - November 2006
Bank of America September 2003 - March 2005
Skills
Liability, Commercial Insurance, Professional Liability, Insurance, Umbrella Insurance, Casualty Insurance, General Insurance, Property, Brokers, Underwriting, Workers Compensation, Legal Liability, Sales, Property, Key Account Management
Education
Willamette University 2002 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
Highline Community College 2000 — 2002
Associate's degree, Spanish Language and Literature
Kibble & Prentice November 2006 - Present
State Farm March 2005 - November 2006
Bank of America September 2003 - March 2005
Skills
Liability, Commercial Insurance, Professional Liability, Insurance, Umbrella Insurance, Casualty Insurance, General Insurance, Property, Brokers, Underwriting, Workers Compensation, Legal Liability, Sales, Property, Key Account Management
Education
Willamette University 2002 — 2004
Bachelor of Arts (BA), Speech Communication and Rhetoric
Highline Community College 2000 — 2002
Associate's degree, Spanish Language and Literature
Kirk Bork Kirk Bork's Bank of America Experience July 2013 - April 2015
Job Senior Associate at Red Ventures
Industry Financial Services
Experience
Red Ventures April 2015 - Present
Bank of America July 2013 - April 2015
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Credit Suisse June 2010 - August 2010
North Carolina State University August 2008 - December 2008
Education
Wake Forest University Graduate School 2014 — 2016
Master of Business Administration (MBA), MBA
North Carolina State University - College of Management 2007 — 2011
Business Administration, Finance
Hochschule Bremen 2009 — 2009
Marketing, International Business
Red Ventures April 2015 - Present
Bank of America July 2013 - April 2015
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Credit Suisse June 2010 - August 2010
North Carolina State University August 2008 - December 2008
Education
Wake Forest University Graduate School 2014 — 2016
Master of Business Administration (MBA), MBA
North Carolina State University - College of Management 2007 — 2011
Business Administration, Finance
Hochschule Bremen 2009 — 2009
Marketing, International Business
Joseph Mastroianni Joseph Mastroianni's Bank of America Experience March 2003 - August 2005
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Ryan Kolberg Ryan Kolberg's Bank of America Experience September 2012 - Present
Job Sr. Operational Analyst at Bank of America
Industry Banking
Experience
Bank of America September 2012 - Present
Bank of America January 2008 - September 2012
Bank of America December 2005 - January 2008
Skills
Reporting & Analysis, Data Analysis, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Word, Time Management
Education
Hillsdale College 2001 — 2005
Bachelor of Arts (B.A.), History
Grand Haven High School 1997 — 2001
General
Bank of America September 2012 - Present
Bank of America January 2008 - September 2012
Bank of America December 2005 - January 2008
Skills
Reporting & Analysis, Data Analysis, Customer Satisfaction, Microsoft Excel, PowerPoint, Microsoft Word, Time Management
Education
Hillsdale College 2001 — 2005
Bachelor of Arts (B.A.), History
Grand Haven High School 1997 — 2001
General
Dean Crabs Dean Crabs's Bank of America Experience 1989 - 1991
Job Underwriting Manager at Merchant eSolutions
Industry Financial Services
Experience
Merchant e-Solutions August 2014 - Present
Small Business Administration January 2012 - August 2014
Boston Harbor Mortgage January 2000 - June 2006
Heritage Bank WA April 1994 - September 1998
Centennial Bank 1992 - 1994
Mitsui Manufacturers Bank 1991 - 1992
Bank of America 1989 - 1991
CIT Group 1988 - 1989
CoastFed Business Credit 1986 - 1989
Skills
Crisis Communications, Media Relations, Public Policy, Legislative Relations, Public Relations, Press Releases, Spokesperson, Strategic Communications, Political Campaigns, Mortgage Lending, Management, Banking, Sales, Risk Management, Credit, Loans, Credit Analysis, Portfolio Management, Commercial Banking, Business Development, Marketing, Relationship Management
Education
University of Southern California 1984 — 1985
Master of Business Administration (MBA), Real Estate Finance
Hillsdale College 1978 — 1980
Bachelor of Arts (B.A.), Economics and Business Administration
Merchant e-Solutions August 2014 - Present
Small Business Administration January 2012 - August 2014
Boston Harbor Mortgage January 2000 - June 2006
Heritage Bank WA April 1994 - September 1998
Centennial Bank 1992 - 1994
Mitsui Manufacturers Bank 1991 - 1992
Bank of America 1989 - 1991
CIT Group 1988 - 1989
CoastFed Business Credit 1986 - 1989
Skills
Crisis Communications, Media Relations, Public Policy, Legislative Relations, Public Relations, Press Releases, Spokesperson, Strategic Communications, Political Campaigns, Mortgage Lending, Management, Banking, Sales, Risk Management, Credit, Loans, Credit Analysis, Portfolio Management, Commercial Banking, Business Development, Marketing, Relationship Management
Education
University of Southern California 1984 — 1985
Master of Business Administration (MBA), Real Estate Finance
Hillsdale College 1978 — 1980
Bachelor of Arts (B.A.), Economics and Business Administration
Jeremy Finck Jeremy Finck's Bank of America Experience August 2014 - Present
Job Officer, Strategic Analyst at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America November 2013 - August 2014
Bank of America May 2012 - November 2013
Bank of America April 2011 - May 2012
Bank of America February 2010 - May 2012
Bank of America January 2007 - February 2010
Lucia's Distributors June 2004 - January 2007
Arby's Restaurant Group, Inc. June 2003 - May 2004
Skills
SAS Programming, SQL Server Management..., Process Improvement, Microsoft Office, SharePoint, Individual Instruction, Customer Education, Training, Classroom Instruction, Call Centers, Customer Service, Sales, Customer Experience, Banking, Risk Management, MS Office Suite, Call Control, Classroom Training, Staff Mentoring, Leading without..., Customer Focus, Customer Satisfaction, Coaching, Credit Cards, Access, Software Documentation, Management
Education
Hillsdale College 1999 — 2003
B.A., Chriistian Studies
Bank of America August 2014 - Present
Bank of America November 2013 - August 2014
Bank of America May 2012 - November 2013
Bank of America April 2011 - May 2012
Bank of America February 2010 - May 2012
Bank of America January 2007 - February 2010
Lucia's Distributors June 2004 - January 2007
Arby's Restaurant Group, Inc. June 2003 - May 2004
Skills
SAS Programming, SQL Server Management..., Process Improvement, Microsoft Office, SharePoint, Individual Instruction, Customer Education, Training, Classroom Instruction, Call Centers, Customer Service, Sales, Customer Experience, Banking, Risk Management, MS Office Suite, Call Control, Classroom Training, Staff Mentoring, Leading without..., Customer Focus, Customer Satisfaction, Coaching, Credit Cards, Access, Software Documentation, Management
Education
Hillsdale College 1999 — 2003
B.A., Chriistian Studies
Nancy Preston's Bank of America Experience September 1985 - January 1994
Job Providor of Strategic Advancement Solutions to Nonprofits: challenging organizations to think & do differently
Industry Fund-Raising
Experience
Nancy Meyers Preston, LTD. February 2005 - Present
Rensselaer Polytechnic Institute September 1994 - May 2004
Bank of America September 1985 - January 1994
Skills
Program Evaluation, Proposal Management, Non-profits, Fundraising, Board Development, Strategic Planning, Volunteer Management, Community Outreach, Team Building, Donor Relations, Grant Writing, Nonprofits, Leadership, Workshop Facilitation, Social Services, Consulting, Strategic Partnerships, Marketing, Training, Management, Community Development, Philanthropy, Project Management
Education
Syracuse University 1981 — 1984
M.S., Education (Counseling)
Hobart and William Smith Colleges 1977 — 1981
Bachelor of Arts, Sociology
Nancy Meyers Preston, LTD. February 2005 - Present
Rensselaer Polytechnic Institute September 1994 - May 2004
Bank of America September 1985 - January 1994
Skills
Program Evaluation, Proposal Management, Non-profits, Fundraising, Board Development, Strategic Planning, Volunteer Management, Community Outreach, Team Building, Donor Relations, Grant Writing, Nonprofits, Leadership, Workshop Facilitation, Social Services, Consulting, Strategic Partnerships, Marketing, Training, Management, Community Development, Philanthropy, Project Management
Education
Syracuse University 1981 — 1984
M.S., Education (Counseling)
Hobart and William Smith Colleges 1977 — 1981
Bachelor of Arts, Sociology
Jason Saucier's Bank of America Experience January 2010 - June 2013
Job Marketing Assistant at Artegon Orlando
Industry Marketing and Advertising
Experience
Artegon Orlando October 2014 - Present
Wells Fargo July 2013 - March 2014
Bank of America January 2010 - June 2013
T-Mobile November 2004 - December 2009
Skills
Banking, Coaching, Customer Service, Management, Retail, Sales Management, Selling, Sales, Customer Retention, Leadership, Microsoft Office, Financial Services, Event Management
Education
Louisiana State University 1996 — 1998
Bachelor of Arts (B.A.), History
Hinds Community College 1993 — 1996
General, General Studies
Artegon Orlando October 2014 - Present
Wells Fargo July 2013 - March 2014
Bank of America January 2010 - June 2013
T-Mobile November 2004 - December 2009
Skills
Banking, Coaching, Customer Service, Management, Retail, Sales Management, Selling, Sales, Customer Retention, Leadership, Microsoft Office, Financial Services, Event Management
Education
Louisiana State University 1996 — 1998
Bachelor of Arts (B.A.), History
Hinds Community College 1993 — 1996
General, General Studies
DuWan Alan Smith, MBA's Bank of America Experience August 2005 - July 2008
Job Experienced Wealth Management Professional
Industry Investment Management
Experience
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
Mandy Schuder Mandy Schuder's Bank of America Experience December 2005 - November 2012
Job Owner, J&M Remodel and Repair
Industry Construction
Experience
J & M Remodel and Repair, LLC June 2008 - Present
Bank of America December 2005 - November 2012
Skills
Construction, Construction Management, Carpentry, Contract Negotiation, Renovation, Project Management, Contractors, Microsoft Excel, Contract Management, Microsoft Office, Paralegals, Legal Assistance, Document Preparation, Residential Homes, Management, Business Development, Team Building, Negotiation, Budgets, Customer Service
Education
Highline Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal, 3.9
J & M Remodel and Repair, LLC June 2008 - Present
Bank of America December 2005 - November 2012
Skills
Construction, Construction Management, Carpentry, Contract Negotiation, Renovation, Project Management, Contractors, Microsoft Excel, Contract Management, Microsoft Office, Paralegals, Legal Assistance, Document Preparation, Residential Homes, Management, Business Development, Team Building, Negotiation, Budgets, Customer Service
Education
Highline Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal, 3.9
Thomas Connor Thomas Connor's Bank of America Experience December 2004 - June 2007
Job President at Pierpont Securities
Industry Financial Services
Experience
Pierpont Securities August 2009 - Present
Bank of America December 2004 - June 2007
J.P. Morgan September 1984 - November 2004
Education
Hobart College 1977 — 1981
Bachelor's degree, Economics
Pierpont Securities August 2009 - Present
Bank of America December 2004 - June 2007
J.P. Morgan September 1984 - November 2004
Education
Hobart College 1977 — 1981
Bachelor's degree, Economics
John Shartle John Shartle's Bank of America Experience April 2013 - May 2014
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Bank of America April 2013 - May 2014
Bank of America February 2012 - May 2013
Bank of America September 2009 - September 2010
Flowserve January 2009 - June 2009
Fastenal May 2007 - September 2008
Mar-Don, Inc. January 2005 - January 2006
Skills
Tableau, Spotfire, Microsoft Office, Financial Analysis, Bloomberg Terminal, Software Project..., SQL, Teradata, International Economics, Morningstar, Regression Testing, SQL Server, SASS, Oracle SQL
Education
Hochschule Bremen 2010 — 2011
International MBA, International Finance & Investments
University of North Carolina at Wilmington 2010 — 2011
International MBA, International Finance & Investments2011
Hochschule Bremen 2008 — 2009
International Business
University of North Carolina at Wilmington 2006 — 2009
Bachelor of Science, Business Administration, Economics
Muhlenberg College 2005 — 2006
Economics
Mercersburg Academy 2001 — 2005
High School Diploma
Wells Fargo June 2014 - Present
Bank of America April 2013 - May 2014
Bank of America February 2012 - May 2013
Bank of America September 2009 - September 2010
Flowserve January 2009 - June 2009
Fastenal May 2007 - September 2008
Mar-Don, Inc. January 2005 - January 2006
Skills
Tableau, Spotfire, Microsoft Office, Financial Analysis, Bloomberg Terminal, Software Project..., SQL, Teradata, International Economics, Morningstar, Regression Testing, SQL Server, SASS, Oracle SQL
Education
Hochschule Bremen 2010 — 2011
International MBA, International Finance & Investments
University of North Carolina at Wilmington 2010 — 2011
International MBA, International Finance & Investments2011
Hochschule Bremen 2008 — 2009
International Business
University of North Carolina at Wilmington 2006 — 2009
Bachelor of Science, Business Administration, Economics
Muhlenberg College 2005 — 2006
Economics
Mercersburg Academy 2001 — 2005
High School Diploma
Terri Pardo-Jose Terri Pardo-Jose's Bank of America Experience September 1993 - Present
Job Learning Consultant/Facilitator at Merrill Lynch
Industry Banking
Experience
Bank of America September 1993 - Present
Merrill Lynch September 1993 - Present
Skills
Facilitator of..., Experienced Trainer for..., Certified Franklin..., New Hire Training for..., Executive Coaching, Performance Consulting, Development and..., Development and..., Expert in relationship..., Presentation Coaching, Time Management Training, Sales Process, Instructional Design, Program Implementation
Education
Highline Community College 1978 — 1981
Fashion Merchandising
Bank of America September 1993 - Present
Merrill Lynch September 1993 - Present
Skills
Facilitator of..., Experienced Trainer for..., Certified Franklin..., New Hire Training for..., Executive Coaching, Performance Consulting, Development and..., Development and..., Expert in relationship..., Presentation Coaching, Time Management Training, Sales Process, Instructional Design, Program Implementation
Education
Highline Community College 1978 — 1981
Fashion Merchandising
Jim Hopkins Jim Hopkins's Bank of America Experience 1990 - 1996
Job Chief Learning Officer / "Focused on Performance Improvement"
Industry Management Consulting
Experience
JK Hopkins Consulting 2006 - Present
California Professional Development 2005 - 2015
NetSpeed Learning Solutions 2006 - 2012
California Bankers Association 2005 - 2006
Fremont Investment & Loan 2002 - 2005
American Bankers Association 1997 - 2002
Bank of America 1990 - 1996
Various Banking Companies 1979 - 1990
Skills
Leadership Development, Organizational..., Executive Coaching, Training, Employee Training, Performance Management, Performance Improvement, Strategic Planning, Strategy, Leadership, Process Improvement, Training Delivery, Training & Development, Team Building, Personnel Management, Management, Instructional Design, Management Development, Succession Planning, Human Resources, Analysis, Employee Relations, Staff Development, Change Management, Recruiting, Consulting, Executive Management, Organizational Design, E-Learning, Executive Development, Learning Management, Workshop Facilitation, Coaching, Program Management, Entrepreneurship, Career Development, Workforce Planning, Organizational Learning, Business Strategy, Talent Management, Employee Engagement, Organizational..., Management Consulting, 360 Feedback, Culture Change, Onboarding, Needs Analysis, Performance Consulting, Blended Learning, Mentoring
Education
Hillsdale College 2014 — 2015
US Government & History
MBA Business Administration 2000 — 2002
MBA, Business Administration
JK Hopkins Consulting 2006 - Present
California Professional Development 2005 - 2015
NetSpeed Learning Solutions 2006 - 2012
California Bankers Association 2005 - 2006
Fremont Investment & Loan 2002 - 2005
American Bankers Association 1997 - 2002
Bank of America 1990 - 1996
Various Banking Companies 1979 - 1990
Skills
Leadership Development, Organizational..., Executive Coaching, Training, Employee Training, Performance Management, Performance Improvement, Strategic Planning, Strategy, Leadership, Process Improvement, Training Delivery, Training & Development, Team Building, Personnel Management, Management, Instructional Design, Management Development, Succession Planning, Human Resources, Analysis, Employee Relations, Staff Development, Change Management, Recruiting, Consulting, Executive Management, Organizational Design, E-Learning, Executive Development, Learning Management, Workshop Facilitation, Coaching, Program Management, Entrepreneurship, Career Development, Workforce Planning, Organizational Learning, Business Strategy, Talent Management, Employee Engagement, Organizational..., Management Consulting, 360 Feedback, Culture Change, Onboarding, Needs Analysis, Performance Consulting, Blended Learning, Mentoring
Education
Hillsdale College 2014 — 2015
US Government & History
MBA Business Administration 2000 — 2002
MBA, Business Administration
Joe Cervola's Bank of America Experience January 2009 - July 2013
Job Vice President Vendor Management at M&T Bank
Industry Banking
Experience
M&T Bank July 2013 - Present
Bank of America January 2009 - July 2013
Skills
CRM, Management, Leadership, Quality Assurance, Team Management, Auditing, Loans, Credit, Banking, Mortgage Lending, Process Improvement, Risk Management, Mortgage Banking, Customer Service, Loan Origination, Credit Analysis
Education
State University of New York College at Brockport 1990 — 1993
Bachelor of Science (BS), Criminal Justice
Hilbert College 1988 — 1990
Associate of Arts (AA), Criminal Justice
M&T Bank July 2013 - Present
Bank of America January 2009 - July 2013
Skills
CRM, Management, Leadership, Quality Assurance, Team Management, Auditing, Loans, Credit, Banking, Mortgage Lending, Process Improvement, Risk Management, Mortgage Banking, Customer Service, Loan Origination, Credit Analysis
Education
State University of New York College at Brockport 1990 — 1993
Bachelor of Science (BS), Criminal Justice
Hilbert College 1988 — 1990
Associate of Arts (AA), Criminal Justice
Abraham Hernandez Abraham Hernandez's Bank of America Experience 2005 - 2009
Job Life Coach at Healthy Journey Now
Industry Health, Wellness and Fitness
Experience
Healthy Journey Now January 2015 - Present
Healthy Journey Now 2010 - Present
Crown Exhibits 2009 - 2010
Bank of America 2005 - 2009
Morgan Stanley Dean Witter January 2000 - February 2002
Sendec 1985 - 1992
Skills
Sales, Leadership, Time Management, Strategic Planning, Public Speaking, Coaching, Team Building, Customer Service, Leadership Development, Management, Financial Analysis, Insurance, Retirement Planning, Operations Management, Entrepreneurship, Customer Satisfaction, Process Improvement, Organizational..., Nonprofits, Employee Relations, Community Outreach, Program Management, Public Relations, Fundraising, Healthy Lifestyle, Healthy Eating, Healthy Communities, Weight Management, Weight Loss Coaching
Education
Hobart and William Smith Colleges 1970 — 1974
Bachelor of Science (BS)
Healthy Journey Now January 2015 - Present
Healthy Journey Now 2010 - Present
Crown Exhibits 2009 - 2010
Bank of America 2005 - 2009
Morgan Stanley Dean Witter January 2000 - February 2002
Sendec 1985 - 1992
Skills
Sales, Leadership, Time Management, Strategic Planning, Public Speaking, Coaching, Team Building, Customer Service, Leadership Development, Management, Financial Analysis, Insurance, Retirement Planning, Operations Management, Entrepreneurship, Customer Satisfaction, Process Improvement, Organizational..., Nonprofits, Employee Relations, Community Outreach, Program Management, Public Relations, Fundraising, Healthy Lifestyle, Healthy Eating, Healthy Communities, Weight Management, Weight Loss Coaching
Education
Hobart and William Smith Colleges 1970 — 1974
Bachelor of Science (BS)
Eric Knauth's Bank of America Experience April 2009 - July 2009
Job
Industry Information Technology and Services
Experience
Wells Fargo July 2009 - July 2010
Bank of America April 2009 - July 2009
TIAA-CREF September 2006 - August 2008
Evergreen Investments February 2004 - August 2006
AIG Global Investment Group August 2000 - July 2003
JPMorgan Chase August 1994 - July 1999
Education
Hofstra University 1996 — 2000
B.B.A.
Wells Fargo July 2009 - July 2010
Bank of America April 2009 - July 2009
TIAA-CREF September 2006 - August 2008
Evergreen Investments February 2004 - August 2006
AIG Global Investment Group August 2000 - July 2003
JPMorgan Chase August 1994 - July 1999
Education
Hofstra University 1996 — 2000
B.B.A.
Jenny Harinandan's Bank of America Experience July 2013 - Present
Job Internet Marketing Specialist
Industry Internet
Experience
Bank of America July 2013 - Present
Doremus June 2013 - June 2013
Nintendo of America July 2011 - March 2013
Nintendo of America September 2007 - July 2011
Doubleday Entertainment May 2006 - May 2007
Doubleday Entertainment May 2005 - May 2006
BOC Edwards 2001 - 2004
Skills
Creative Writing, Content Management, Project Planning, Project Management, Merchandising, Problem Solving, Strategic Thinking, Web Project Management, Content Managed Websites, Website Merchandising, User Experience, Email Marketing, Marketing, Market Research, Marketing Communications, Competitive Analysis
Education
Hofstra University 2000 — 2004
Bachelor of Arts (B.A.)
Bank of America July 2013 - Present
Doremus June 2013 - June 2013
Nintendo of America July 2011 - March 2013
Nintendo of America September 2007 - July 2011
Doubleday Entertainment May 2006 - May 2007
Doubleday Entertainment May 2005 - May 2006
BOC Edwards 2001 - 2004
Skills
Creative Writing, Content Management, Project Planning, Project Management, Merchandising, Problem Solving, Strategic Thinking, Web Project Management, Content Managed Websites, Website Merchandising, User Experience, Email Marketing, Marketing, Market Research, Marketing Communications, Competitive Analysis
Education
Hofstra University 2000 — 2004
Bachelor of Arts (B.A.)
William Goelkel's Bank of America Experience April 2011 - April 2014
Job Program / Project Manager
Industry Information Technology and Services
Experience
Bank of America April 2011 - April 2014
Telekenex January 2008 - December 2008
Synarc Inc August 2006 - June 2007
EDS January 1998 - August 2006
Focus III Productions January 1983 - January 1998
BGM Healthcare / BBDO November 1978 - December 1982
Skills
Program Management, Software Project..., Leadership, Agile Methodologies, Cross-functional Team..., Business Analysis, Telecommunications, PMO, Project Portfolio..., MS Project, IT Strategy, IT Service Management, Business Intelligence, Business Process..., SaaS, CRM, Quality Assurance, Project Planning, Outsourcing
Education
Hobart and William Smith Colleges
BA, Political Science
Bank of America April 2011 - April 2014
Telekenex January 2008 - December 2008
Synarc Inc August 2006 - June 2007
EDS January 1998 - August 2006
Focus III Productions January 1983 - January 1998
BGM Healthcare / BBDO November 1978 - December 1982
Skills
Program Management, Software Project..., Leadership, Agile Methodologies, Cross-functional Team..., Business Analysis, Telecommunications, PMO, Project Portfolio..., MS Project, IT Strategy, IT Service Management, Business Intelligence, Business Process..., SaaS, CRM, Quality Assurance, Project Planning, Outsourcing
Education
Hobart and William Smith Colleges
BA, Political Science
Ryan Parmele's Bank of America Experience April 2004 - March 2005
Job Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank July 2007 - Present
First Marblehead June 2005 - June 2007
Bank of America April 2004 - March 2005
FleetBoston Financial January 2000 - April 2004
BankBoston September 1995 - December 1999
Skills
Financial Analysis, Investments, Banking, Loans, Financial Modeling, Management, Analytics
Education
Hobart and William Smith Colleges 1991 — 1995
BA, English
Citizens Bank July 2007 - Present
First Marblehead June 2005 - June 2007
Bank of America April 2004 - March 2005
FleetBoston Financial January 2000 - April 2004
BankBoston September 1995 - December 1999
Skills
Financial Analysis, Investments, Banking, Loans, Financial Modeling, Management, Analytics
Education
Hobart and William Smith Colleges 1991 — 1995
BA, English
Jennifer Brogan's Bank of America Experience June 1989 - March 2011
Job Vice President and Senior Relationship Manager, US Financial Performance Management Group at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank July 2015 - Present
MB Financial Bank August 2014 - July 2015
Cole Taylor Bank April 2011 - August 2014
Bank of America June 1989 - March 2011
Skills
Banking, Treasury Management, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Risk Management, Loans
Education
Hillsdale College 1985 — 1989
Wayne State University
M.B.A., Finance
BMO Harris Bank July 2015 - Present
MB Financial Bank August 2014 - July 2015
Cole Taylor Bank April 2011 - August 2014
Bank of America June 1989 - March 2011
Skills
Banking, Treasury Management, Financial Analysis, Portfolio Management, Credit Analysis, Commercial Banking, Credit, Commercial Lending, Risk Management, Loans
Education
Hillsdale College 1985 — 1989
Wayne State University
M.B.A., Finance
Jeff Seeger's Bank of America Experience 1996 - Present
Job Finance Operations Project Executive, SVP
Industry Financial Services
Experience
Bank of America 1996 - Present
Skills
Project Management, Process Engineering, Oracle ERP..., SAP Implementation, Business Process..., International Project..., Financial Services, Operations Management, Transition Management, Change Management, Business Process Mapping, Business Analysis, Matrix Management, Cross-functional Team..., Functional Design, Program Management, Information Technology, Technical Liaison, Process Improvement, Risk Management, Banking, Leadership, Business Process, PMO, SDLC, Management, Project Portfolio..., Integration
Education
Hobart and William Smith Colleges
Economics
Bank of America 1996 - Present
Skills
Project Management, Process Engineering, Oracle ERP..., SAP Implementation, Business Process..., International Project..., Financial Services, Operations Management, Transition Management, Change Management, Business Process Mapping, Business Analysis, Matrix Management, Cross-functional Team..., Functional Design, Program Management, Information Technology, Technical Liaison, Process Improvement, Risk Management, Banking, Leadership, Business Process, PMO, SDLC, Management, Project Portfolio..., Integration
Education
Hobart and William Smith Colleges
Economics
Mark Schuch's Bank of America Experience January 1997 - February 2004
Job Director Product Management at NewBridge Bank
Industry Banking
Experience
NewBridge Bank July 2014 - Present
CertusBank April 2012 - July 2014
BB&T April 2005 - April 2012
Bank of America January 1997 - February 2004
SeaLand - Maersk January 1996 - January 1997
Roadway Express September 1986 - January 1996
Skills
Payments, Receivables, Automation, Supply Chain Management
Education
Hiram College 1982 — 1986
Waynedale 1978 — 1982
NewBridge Bank July 2014 - Present
CertusBank April 2012 - July 2014
BB&T April 2005 - April 2012
Bank of America January 1997 - February 2004
SeaLand - Maersk January 1996 - January 1997
Roadway Express September 1986 - January 1996
Skills
Payments, Receivables, Automation, Supply Chain Management
Education
Hiram College 1982 — 1986
Waynedale 1978 — 1982
Tina Conway's Bank of America Experience July 2010 - Present
Job Human Resources Manager at Bank of America
Industry Human Resources
Experience
Bank of America July 2010 - Present
AllianceBernstein June 2009 - June 2010
Merrill Lynch June 2005 - June 2009
FedEx Express 1993 - December 2003
FedEx Express October 1987 - 1993
Skills
Human Resources, Strategic Planning, Performance Management, Employee Relations, Talent Acquisition, Recruiting, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Workforce Planning, HRIS, Deferred Compensation, College Recruiting, Personnel Management, Organizational Design, Benefits Administration
Education
Syracuse University 2004 — 2005
Bachelor of Arts (BA), Sociology
Highline Community College 2002 — 2003
Associate of Arts
Bank of America July 2010 - Present
AllianceBernstein June 2009 - June 2010
Merrill Lynch June 2005 - June 2009
FedEx Express 1993 - December 2003
FedEx Express October 1987 - 1993
Skills
Human Resources, Strategic Planning, Performance Management, Employee Relations, Talent Acquisition, Recruiting, Talent Management, Succession Planning, Employee Benefits, Onboarding, Employee Engagement, Workforce Planning, HRIS, Deferred Compensation, College Recruiting, Personnel Management, Organizational Design, Benefits Administration
Education
Syracuse University 2004 — 2005
Bachelor of Arts (BA), Sociology
Highline Community College 2002 — 2003
Associate of Arts
Kris Harris's Bank of America Experience October 2008 - Present
Job Floor Plan Auditor at Bank of America
Industry Banking
Experience
Bank of America October 2008 - Present
SOAR Consulting December 2007 - September 2008
Netco Title April 2005 - October 2007
Centex Home Equity September 2003 - December 2005
Education
University of Mississippi 1999 — 2002
Hinds Community College 1997 — 1999
Associates, Accounting and Business Administration
Bank of America October 2008 - Present
SOAR Consulting December 2007 - September 2008
Netco Title April 2005 - October 2007
Centex Home Equity September 2003 - December 2005
Education
University of Mississippi 1999 — 2002
Hinds Community College 1997 — 1999
Associates, Accounting and Business Administration
Liwei Li's Bank of America Experience Senior Application DeveloperCubist Pharmaceuticals2003 - 2005
Job Retail Distribution Management at Bank of America
Industry Banking
Experience
Bank of America Senior Application DeveloperCubist Pharmaceuticals2003 - 2005
PricewaterhouseCoopers 1998 - 2003
Tellabs 1995 - 1998
Skills
Banking, Business Analysis, Business Intelligence, Data Analysis, Financial Analysis, Leadership, Management, Process Improvement, Requirements Analysis, Risk Management, SDLC, SQL, Strategic Planning, Vendor Management
Education
Kent State University 1992 — 1995
Master of Science (MS), Computer Science
Hiram College 1990 — 1992
B.A., Computer Science and Economics
Bank of America Senior Application DeveloperCubist Pharmaceuticals2003 - 2005
PricewaterhouseCoopers 1998 - 2003
Tellabs 1995 - 1998
Skills
Banking, Business Analysis, Business Intelligence, Data Analysis, Financial Analysis, Leadership, Management, Process Improvement, Requirements Analysis, Risk Management, SDLC, SQL, Strategic Planning, Vendor Management
Education
Kent State University 1992 — 1995
Master of Science (MS), Computer Science
Hiram College 1990 — 1992
B.A., Computer Science and Economics
Ramesh Rattan's Bank of America Experience April 2012 - Present
Job VP; TEAM MGR SYSTEMS/SOFTWARE QA at Bank of America
Industry Information Services
Experience
Bank of America April 2012 - Present
Bank of America July 2008 - March 2012
Countrywide Financial Corporation June 2001 - June 2008
Poorva Consultants December 1999 - May 2001
Enpro India Ltd. August 1997 - November 1999
Skills
Quality Assurance, Requirements Analysis, Business Analysis, SDLC, Banking, Software Project..., Agile Methodologies, Integration, Vendor Management, Software Development
Education
Himachal Pradesh University 1994 — 1997
Master's Degree, Computer Applications
Himachal Pradesh University 1991 — 1994
Bachelor's Degree, Bachelor of Science
Sainik School, Sujanpur Tira 1984 — 1991
High School
Bank of America April 2012 - Present
Bank of America July 2008 - March 2012
Countrywide Financial Corporation June 2001 - June 2008
Poorva Consultants December 1999 - May 2001
Enpro India Ltd. August 1997 - November 1999
Skills
Quality Assurance, Requirements Analysis, Business Analysis, SDLC, Banking, Software Project..., Agile Methodologies, Integration, Vendor Management, Software Development
Education
Himachal Pradesh University 1994 — 1997
Master's Degree, Computer Applications
Himachal Pradesh University 1991 — 1994
Bachelor's Degree, Bachelor of Science
Sainik School, Sujanpur Tira 1984 — 1991
High School
Jerry Migliaccio's Bank of America Experience September 2006 - July 2009
Job Vice President at Union Bank
Industry Banking
Experience
MUFG Union Bank May 2010 - Present
Resources Global Professionals August 2009 - May 2010
Bank of America September 2006 - July 2009
Bank of Tokyo-Mitsubishi September 2002 - September 2006
Industrial Bank of Japan November 1998 - September 2002
Delta Funding April 1997 - November 1998
Parrish Leasing July 1996 - January 1997
Citibank September 1994 - June 1996
Arthur Andersen & Co December 1986 - September 1994
Skills
Financial Reporting, Banking, Due Diligence
Education
Hofstra University 1983 — 1986
BA, Accounting
MUFG Union Bank May 2010 - Present
Resources Global Professionals August 2009 - May 2010
Bank of America September 2006 - July 2009
Bank of Tokyo-Mitsubishi September 2002 - September 2006
Industrial Bank of Japan November 1998 - September 2002
Delta Funding April 1997 - November 1998
Parrish Leasing July 1996 - January 1997
Citibank September 1994 - June 1996
Arthur Andersen & Co December 1986 - September 1994
Skills
Financial Reporting, Banking, Due Diligence
Education
Hofstra University 1983 — 1986
BA, Accounting
Lindsey Farrell's Bank of America Experience July 2010 - November 2014
Job Treasury Sales Team Lead at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2014 - Present
Bank of America July 2010 - November 2014
Bank of America May 2009 - August 2010
Bank of America June 2008 - August 2009
Bank of America December 2008 - July 2009
Bank of America May 2007 - August 2007
Weber Shandwick February 2006 - May 2006
DeWitt Stern Group 2006 - 2006
Hobart and William Smith Colleges 2004 - 2005
Skills
Public Policy, Analytics, Communications, Treasury Services, International Sales, Direct Sales, Product Management, Economics, International Relations, Quantitative Research, Sales Presentations, Capital Markets, Treasury Management, Trading, Investments, Portfolio Management, Credit, Bloomberg, Finance, Relationship Management, Negotiation, Bonds, Fixed Income, Cash Management, Hedge Funds, Asset Management, Leadership, Management, New Business Development, Banking, Financial Services, Strategy, Investment Banking, Marketing Strategy, Valuation, Sales, Liquidity Management, Payments, Derivatives, Commercial Banking, Financial Modeling, Financial Risk, Credit Risk, Program Management, Credit Analysis
Education
New York University 2010 — 2011
Certificate Programs through SCPS, Accounting and Finance
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Major - Economics Minors - International Relations, Public Policy, 3.56 GPA
Lingnan University 2007 — 2007
Bachelor of Arts, Economics
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch November 2014 - Present
Bank of America July 2010 - November 2014
Bank of America May 2009 - August 2010
Bank of America June 2008 - August 2009
Bank of America December 2008 - July 2009
Bank of America May 2007 - August 2007
Weber Shandwick February 2006 - May 2006
DeWitt Stern Group 2006 - 2006
Hobart and William Smith Colleges 2004 - 2005
Skills
Public Policy, Analytics, Communications, Treasury Services, International Sales, Direct Sales, Product Management, Economics, International Relations, Quantitative Research, Sales Presentations, Capital Markets, Treasury Management, Trading, Investments, Portfolio Management, Credit, Bloomberg, Finance, Relationship Management, Negotiation, Bonds, Fixed Income, Cash Management, Hedge Funds, Asset Management, Leadership, Management, New Business Development, Banking, Financial Services, Strategy, Investment Banking, Marketing Strategy, Valuation, Sales, Liquidity Management, Payments, Derivatives, Commercial Banking, Financial Modeling, Financial Risk, Credit Risk, Program Management, Credit Analysis
Education
New York University 2010 — 2011
Certificate Programs through SCPS, Accounting and Finance
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Major - Economics Minors - International Relations, Public Policy, 3.56 GPA
Lingnan University 2007 — 2007
Bachelor of Arts, Economics
Appoline Mahle's Bank of America Experience January 2011 - Present
Job Sr. Project Mgr at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
GMAC 2009 - November 2011
Wachovia July 2004 - May 2009
Wachovia Bank July 2004 - September 2008
National City 1999 - 2004
KeyCorp 1989 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
Hiram College 1985 — 1989
B.A., Economics
Bank of America January 2011 - Present
GMAC 2009 - November 2011
Wachovia July 2004 - May 2009
Wachovia Bank July 2004 - September 2008
National City 1999 - 2004
KeyCorp 1989 - 1999
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1996
Hiram College 1985 — 1989
B.A., Economics
Eric Getty's Bank of America Experience May 2013 - January 2014
Job Senior Business Analyst at Green Tree Servicing
Industry Banking
Experience
Green Tree Servicing January 2014 - Present
Bank of America May 2013 - January 2014
Bank of America September 2011 - May 2013
LPS Field Services, Inc. September 2009 - August 2011
JP Morgan Chase April 2006 - September 2009
Skills
Mortgage Servicing, Credit, Mortgage Lending, Banking, Mortgage Banking, Customer Service, Loans, Call Center, Process Improvement, Microsoft Excel, Loan Servicing, Risk Management, Operations Management, Microsoft Office, Vendor Management, Financial Analysis, Microsoft Word, Outlook, Access, Customer Satisfaction, Management, Training, Call Centers
Education
Hiram College 1999 — 2003
Bachelor of Arts (B.A.), Business Management
Green Tree Servicing January 2014 - Present
Bank of America May 2013 - January 2014
Bank of America September 2011 - May 2013
LPS Field Services, Inc. September 2009 - August 2011
JP Morgan Chase April 2006 - September 2009
Skills
Mortgage Servicing, Credit, Mortgage Lending, Banking, Mortgage Banking, Customer Service, Loans, Call Center, Process Improvement, Microsoft Excel, Loan Servicing, Risk Management, Operations Management, Microsoft Office, Vendor Management, Financial Analysis, Microsoft Word, Outlook, Access, Customer Satisfaction, Management, Training, Call Centers
Education
Hiram College 1999 — 2003
Bachelor of Arts (B.A.), Business Management
Donald Adkins's Bank of America Experience January 1992 - July 1994
Job Senior IT Leader Currently exploring new opportunities
Industry Information Technology and Services
Experience
Wells Fargo 2012 - Present
Wells Fargo November 2008 - January 2012
Wachovia January 2001 - November 2008
First Union National Bank July 1994 - January 2001
Bank of America January 1992 - July 1994
Texas Instruments March 1983 - January 1992
Skills
Disaster Recovery, Data Center, Integration, Unix, Vendor Management, Telecommunications, SharePoint, Servers, IT Management, Process Improvement, Visio, Computer Operations, System Administration, IT Operations, SDLC, Microsoft SQL Server, Windows, Autosys, Perl, Network Administration, Team Leadership, Operating Systems, Linux, TCP/IP, Technical Support, Shell Scripting, Business Continuity, Solaris, Infrastructure, Change Management, Hardware, ITIL, Security, Enterprise Architecture, Testing, Program Management, CMMI, IT Hardware Support, AIX, Risk Assessment, Operational Risk..., Access, IT Strategy, Information Technology, Leadership, System Deployment, Networking, Management, Service Delivery, Governance
Education
Louisiana Tech University 1980 — 1983
BS, Computer Science
Hinds Community College 1977 — 1983
Music
Clinton High School 1973 — 1977
Diploma, College Prep
Wells Fargo 2012 - Present
Wells Fargo November 2008 - January 2012
Wachovia January 2001 - November 2008
First Union National Bank July 1994 - January 2001
Bank of America January 1992 - July 1994
Texas Instruments March 1983 - January 1992
Skills
Disaster Recovery, Data Center, Integration, Unix, Vendor Management, Telecommunications, SharePoint, Servers, IT Management, Process Improvement, Visio, Computer Operations, System Administration, IT Operations, SDLC, Microsoft SQL Server, Windows, Autosys, Perl, Network Administration, Team Leadership, Operating Systems, Linux, TCP/IP, Technical Support, Shell Scripting, Business Continuity, Solaris, Infrastructure, Change Management, Hardware, ITIL, Security, Enterprise Architecture, Testing, Program Management, CMMI, IT Hardware Support, AIX, Risk Assessment, Operational Risk..., Access, IT Strategy, Information Technology, Leadership, System Deployment, Networking, Management, Service Delivery, Governance
Education
Louisiana Tech University 1980 — 1983
BS, Computer Science
Hinds Community College 1977 — 1983
Music
Clinton High School 1973 — 1977
Diploma, College Prep
Craig Lewis's Bank of America Experience 1987 - 1989
Job Area Sales Manager at GE Appliances
Industry Consumer Goods
Experience
GE Appliances 1979 - Present
Bank of America 1987 - 1989
Merrill Lynch 1985 - 1987
Skills
Pricing, Market Analysis, Competitive Analysis, Purchasing, Contract Negotiation, Sales Management, Forecasting, Customer Satisfaction, Retail, Negotiation, Product Development, New Business Development, Sales Operations, Finance, Sales, Budgets, Customer Service, Key Account Management, Management, B2B, Operations Management, Merchandising
Education
McColl School of Business, Charlotte NC 1990 — 1991
Master of Business Administration (M.B.A.), Business/Commerce, General
Hobart and William Smith Colleges 1971 — 1976
Bachelor of Arts (B.A.), Economics
GE Appliances 1979 - Present
Bank of America 1987 - 1989
Merrill Lynch 1985 - 1987
Skills
Pricing, Market Analysis, Competitive Analysis, Purchasing, Contract Negotiation, Sales Management, Forecasting, Customer Satisfaction, Retail, Negotiation, Product Development, New Business Development, Sales Operations, Finance, Sales, Budgets, Customer Service, Key Account Management, Management, B2B, Operations Management, Merchandising
Education
McColl School of Business, Charlotte NC 1990 — 1991
Master of Business Administration (M.B.A.), Business/Commerce, General
Hobart and William Smith Colleges 1971 — 1976
Bachelor of Arts (B.A.), Economics
Paul Cockerham's Bank of America Experience March 1991 - March 1993
Job Surgical Nurse at Community Health Systems
Industry Medical Practice
Experience
Community Health Systems September 2014 - Present
City of Italy May 2014 - Present
Italy ISD May 2008 - May 2014
Action Fire Pros June 2003 - September 2009
Smith Alarm Systems March 1993 - June 2003
Bank of America March 1991 - March 1993
US Navy October 1987 - January 1991
Skills
Registered Nurses, Nursing, Navy, Military Training, Medical/Surgical, Submarines, Firearms, Risk Assessment, Team Building, Emergency Management, Risk Management, Strategic Planning, Firefighting, Fire Protection, Public Speaking, Budgets, Clinical Research, Critical Care, Healthcare, Healthcare Management, Hospitals, Leadership, Management, Medical-Surgical, Project Management, Training
Education
Hill College 2012 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Italy High School
Community Health Systems September 2014 - Present
City of Italy May 2014 - Present
Italy ISD May 2008 - May 2014
Action Fire Pros June 2003 - September 2009
Smith Alarm Systems March 1993 - June 2003
Bank of America March 1991 - March 1993
US Navy October 1987 - January 1991
Skills
Registered Nurses, Nursing, Navy, Military Training, Medical/Surgical, Submarines, Firearms, Risk Assessment, Team Building, Emergency Management, Risk Management, Strategic Planning, Firefighting, Fire Protection, Public Speaking, Budgets, Clinical Research, Critical Care, Healthcare, Healthcare Management, Hospitals, Leadership, Management, Medical-Surgical, Project Management, Training
Education
Hill College 2012 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Italy High School
David Veitch's Bank of America Experience February 2014 - Present
Job Associate Rates Trading
Industry Capital Markets
Experience
Bank of America February 2014 - Present
Bank of America June 2012 - February 2014
DayOnBay May 2010 - April 2012
Bank of America June 2011 - August 2011
Ontario Pioneer Camp June 2006 - August 2011
Deloitte Canada June 2010 - August 2010
Queen's Finance Association Conference September 2008 - December 2009
Education
Queen's University 2008 — 2012
Bachelor of Commerce
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Finance
Etobicoke Collegiate Institute 2004 — 2008
High School
Bank of America February 2014 - Present
Bank of America June 2012 - February 2014
DayOnBay May 2010 - April 2012
Bank of America June 2011 - August 2011
Ontario Pioneer Camp June 2006 - August 2011
Deloitte Canada June 2010 - August 2010
Queen's Finance Association Conference September 2008 - December 2009
Education
Queen's University 2008 — 2012
Bachelor of Commerce
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Finance
Etobicoke Collegiate Institute 2004 — 2008
High School
Nick McCalla's Bank of America Experience June 2014 - Present
Job Vice President Small Business Banking at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
JP Morgan Chase March 2007 - March 2014
Countrywide Mortgage Services October 2004 - February 2007
Chelsea Lumber Company March 2000 - September 2004
Skills
Consumer Lending, Small Business Lending, Loans, Banking, Credit, Mortgage Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Series 6, Loan Origination, Mortgage Banking, Series 63, Cross Selling, Personal Banking, Home Equity Loans, Home Equity, Wealth Management, Deposits, Cash Management
Education
Hillsdale College 1993 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services
Chelsea Highschool 1990 — 1993
Bank of America June 2014 - Present
JP Morgan Chase March 2007 - March 2014
Countrywide Mortgage Services October 2004 - February 2007
Chelsea Lumber Company March 2000 - September 2004
Skills
Consumer Lending, Small Business Lending, Loans, Banking, Credit, Mortgage Lending, Lines Of Credit, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Series 6, Loan Origination, Mortgage Banking, Series 63, Cross Selling, Personal Banking, Home Equity Loans, Home Equity, Wealth Management, Deposits, Cash Management
Education
Hillsdale College 1993 — 1998
Bachelor of Arts (B.A.), Finance and Financial Management Services
Chelsea Highschool 1990 — 1993
Susan Rojas's Bank of America Experience January 2006 - March 2009
Job Executive Assistant at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank March 2013 - Present
SOS Security/Nokia October 2011 - November 2012
Bank of America January 2006 - March 2009
BANK OF AMERICA January 1998 - January 2005
Skills
Confidentiality, Administrative..., Office Administration, Spreadsheets, Expenses, Office Management, Concur, Data Entry, Calendars, Outlook, Administrative Work, Travel Arrangements, Access, Time Management, Calendaring, Executive Support, Microsoft Office, Customer Service, PowerPoint, Microsoft Office 2007, Event Planning, Customer Satisfaction, Coordination, SharePoint, Teamwork, Notary Public, Microsoft Word, Organization &..., System Administration, Appointment Scheduling, File Management, Fax, Meeting Planning, Expense Management, Travel Planning, Online Research, Database Administration, Microsoft Excel, Expense Reports, Internet Explorer, Adobe Acrobat
Education
Highline College 2009 — 2011
AAS, E-Commerce
HomeStreet Bank March 2013 - Present
SOS Security/Nokia October 2011 - November 2012
Bank of America January 2006 - March 2009
BANK OF AMERICA January 1998 - January 2005
Skills
Confidentiality, Administrative..., Office Administration, Spreadsheets, Expenses, Office Management, Concur, Data Entry, Calendars, Outlook, Administrative Work, Travel Arrangements, Access, Time Management, Calendaring, Executive Support, Microsoft Office, Customer Service, PowerPoint, Microsoft Office 2007, Event Planning, Customer Satisfaction, Coordination, SharePoint, Teamwork, Notary Public, Microsoft Word, Organization &..., System Administration, Appointment Scheduling, File Management, Fax, Meeting Planning, Expense Management, Travel Planning, Online Research, Database Administration, Microsoft Excel, Expense Reports, Internet Explorer, Adobe Acrobat
Education
Highline College 2009 — 2011
AAS, E-Commerce
Allison Koskinas's Bank of America Experience March 2003 - April 2009
Job VP Finance Triboscience & Engineering
Industry Chemicals
Experience
Bank of America March 2003 - April 2009
Morgan Stanley 2001 - 2003
Education
Hobart and William Smith Colleges 1996 — 2000
B.A., Geoscience
Tabor Academy
Bank of America March 2003 - April 2009
Morgan Stanley 2001 - 2003
Education
Hobart and William Smith Colleges 1996 — 2000
B.A., Geoscience
Tabor Academy
Carol Van Buren's Bank of America Experience 1998 - 2006
Job Contract Training Project Manager
Industry Professional Training & Coaching
Experience
Bank of America 1998 - 2006
Education
Hofstra University
BA, Communications
Bank of America 1998 - 2006
Education
Hofstra University
BA, Communications
Doug constantine's Bank of America Experience June 1993 - July 2003
Job Retired USAF pilot forward air controller air liaison officer stock broker banker SBA disaster,school bus driver
Industry Financial Services
Experience
AandS Transportation February 2006 - May 2015
Bank of America June 1993 - July 2003
Truckee River Bank 1991 - 1993
US Small Business Administration December 1989 - May 1991
Merrill Lynch June 1971 - July 1973
USAF September 1965 - December 1970
Stimm Associates Inc June 1963 - October 1965
Skills
Analysis, Public Speaking, Marketing, Leadership, Strategic Planning, Microsoft Office, Team Building, Customer Service, PowerPoint, Government, Public Relations, Budgets, Financial Analysis, Fundraising, Sales, Leadership Development, Credit, Nonprofits, Event Planning, Community Outreach, Policy, Teaching, Management, Microsoft Word, Program Management, Project Planning, Microsoft Excel, Research, Social Media, Social Networking, Contract Negotiation, Negotiation, Inventory Management, Project Management, Volunteer Management, Event Management, Change Management, Higher Education, Time Management, Process Improvement, Entrepreneurship, Banking, Risk Management, Business Strategy, Transportation, New Business Development, Forecasting, Business Planning, English, Social Media Marketing
Education
Sierra College 1973 — 1975
certificate, Banking and Finance, A
Hobart and William Smith Colleges 1961 — 1965
Bachelor's Degree, American History
EAST AURORA HIGH SCHOOL 1957 — 1961
New York State Regents Diploma, Science
AandS Transportation February 2006 - May 2015
Bank of America June 1993 - July 2003
Truckee River Bank 1991 - 1993
US Small Business Administration December 1989 - May 1991
Merrill Lynch June 1971 - July 1973
USAF September 1965 - December 1970
Stimm Associates Inc June 1963 - October 1965
Skills
Analysis, Public Speaking, Marketing, Leadership, Strategic Planning, Microsoft Office, Team Building, Customer Service, PowerPoint, Government, Public Relations, Budgets, Financial Analysis, Fundraising, Sales, Leadership Development, Credit, Nonprofits, Event Planning, Community Outreach, Policy, Teaching, Management, Microsoft Word, Program Management, Project Planning, Microsoft Excel, Research, Social Media, Social Networking, Contract Negotiation, Negotiation, Inventory Management, Project Management, Volunteer Management, Event Management, Change Management, Higher Education, Time Management, Process Improvement, Entrepreneurship, Banking, Risk Management, Business Strategy, Transportation, New Business Development, Forecasting, Business Planning, English, Social Media Marketing
Education
Sierra College 1973 — 1975
certificate, Banking and Finance, A
Hobart and William Smith Colleges 1961 — 1965
Bachelor's Degree, American History
EAST AURORA HIGH SCHOOL 1957 — 1961
New York State Regents Diploma, Science
Drew Piazza's Bank of America Experience July 2013 - Present
Job Small Business Banking Manager at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America October 2011 - July 2013
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase March 2006 - March 2009
Morgan Stanley February 2005 - March 2006
Skills
Commercial Banking, Retirement Planning, Banking, Cross Selling, Cash Management, Financial Services, Branch Banking
Education
University of Michigan-Flint 2008 — 2010
MBA, Masters in Business
Hillsdale College 2000 — 2004
Bachelor of Arts, Econimics
Bank of America July 2013 - Present
Bank of America October 2011 - July 2013
JPMorgan Chase March 2009 - October 2011
JP Morgan Chase March 2006 - March 2009
Morgan Stanley February 2005 - March 2006
Skills
Commercial Banking, Retirement Planning, Banking, Cross Selling, Cash Management, Financial Services, Branch Banking
Education
University of Michigan-Flint 2008 — 2010
MBA, Masters in Business
Hillsdale College 2000 — 2004
Bachelor of Arts, Econimics
Victoria Dougherty's Bank of America Experience 2009 - 2012
Job Community Manager / Product Manager at Fiserv
Industry Banking
Experience
Fidelity National Information Services March 2013 - September 2014
Bank of America 2009 - 2012
Harland Financial Solutions 2008 - 2009
Fifth Third Bank 2007 - 2008
Fifth Third Bank 2005 - 2007
Fifth Third Bank 2003 - 2005
Fifth Third Bank 1999 - 2003
PNC Financial Services Group 1997 - 1999
Fidelity Investments 1995 - 1997
IBM 1991 - 1995
Skills
Banking, Relationship Management, Team Leadership, Sales Management, Marketing Communications, Sales, Product Development, Product Management, Management, Leadership, Global Product..., Direct Sales, Communications Strategy, Financial Accounting, Financial Risk..., Planning Budgeting &..., Agile & Waterfall..., Strategy, CRM, Risk Management
Education
Hillsdale College
Bachelor's Degree
University of Kentucky
MBA
Fidelity National Information Services March 2013 - September 2014
Bank of America 2009 - 2012
Harland Financial Solutions 2008 - 2009
Fifth Third Bank 2007 - 2008
Fifth Third Bank 2005 - 2007
Fifth Third Bank 2003 - 2005
Fifth Third Bank 1999 - 2003
PNC Financial Services Group 1997 - 1999
Fidelity Investments 1995 - 1997
IBM 1991 - 1995
Skills
Banking, Relationship Management, Team Leadership, Sales Management, Marketing Communications, Sales, Product Development, Product Management, Management, Leadership, Global Product..., Direct Sales, Communications Strategy, Financial Accounting, Financial Risk..., Planning Budgeting &..., Agile & Waterfall..., Strategy, CRM, Risk Management
Education
Hillsdale College
Bachelor's Degree
University of Kentucky
MBA
Jennifer Stocz's Bank of America Experience November 2012 - November 2013
Job Content and Community Associate at Glassdoor
Industry Internet
Experience
Glassdoor April 2014 - Present
Bank of America November 2012 - November 2013
Bank of America January 2011 - November 2012
Bank of America February 2004 - January 2011
Skills
Credit, Consumer Lending, Outlook, Analysis, Microsoft Excel, Loans, Credit Cards, Loan Servicing, Credit Risk, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, Banking, Risk Management, Process Improvement, Mortgage Lending, Editing, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Small Business Lending, Operational Risk, Operational Risk..., Financial Risk, Cross Selling, Refinance, Mortgage Underwriting, Loan Modifications, Quality Center, Regression Testing, System Testing, Agile Testing, Proofreading, Risk Assessment
Education
Hiram College
Bachelor of Arts (BA)
Kent State University
Master of Arts (MA)
Glassdoor April 2014 - Present
Bank of America November 2012 - November 2013
Bank of America January 2011 - November 2012
Bank of America February 2004 - January 2011
Skills
Credit, Consumer Lending, Outlook, Analysis, Microsoft Excel, Loans, Credit Cards, Loan Servicing, Credit Risk, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Photoshop, Public Speaking, Banking, Risk Management, Process Improvement, Mortgage Lending, Editing, Loan Origination, Mortgage Banking, Credit Analysis, Residential Mortgages, Small Business Lending, Operational Risk, Operational Risk..., Financial Risk, Cross Selling, Refinance, Mortgage Underwriting, Loan Modifications, Quality Center, Regression Testing, System Testing, Agile Testing, Proofreading, Risk Assessment
Education
Hiram College
Bachelor of Arts (BA)
Kent State University
Master of Arts (MA)
William Templeton's Bank of America Experience January 2014 - Present
Job Associate General Counsel, Senior Vice President, Attorney Bank Regulatory, Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Citizens Financial Group June 2007 - November 2012
Bank of America April 2004 - June 2007
Fleet Bank 1994 - 2004
Comptroller of the Currency, U.S. Treasury Dept. 1991 - 1994
Skills
Corporate Governance, Corporate Law, Banking Law, Regulations, Banking, Commercial Banking, Risk Management, Financial Services, Retail Banking, Compliance, Due Diligence, Financial Institutions, Financial Risk, Bank Secrecy Act, Enterprise Risk..., Operational Risk...
Education
The Catholic University of America, Columbus School of Law 1984 — 1987
J.D., Law
Hobart and William Smith Colleges 1978 — 1982
B.A., American History (United States)
Bank of America January 2014 - Present
Citizens Financial Group June 2007 - November 2012
Bank of America April 2004 - June 2007
Fleet Bank 1994 - 2004
Comptroller of the Currency, U.S. Treasury Dept. 1991 - 1994
Skills
Corporate Governance, Corporate Law, Banking Law, Regulations, Banking, Commercial Banking, Risk Management, Financial Services, Retail Banking, Compliance, Due Diligence, Financial Institutions, Financial Risk, Bank Secrecy Act, Enterprise Risk..., Operational Risk...
Education
The Catholic University of America, Columbus School of Law 1984 — 1987
J.D., Law
Hobart and William Smith Colleges 1978 — 1982
B.A., American History (United States)
Felisha Porter's Bank of America Experience August 2010 - Present
Job AVP, Mortgage Servicing, Unit Manager I at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
MGC Mortgage August 2009 - April 2010
Bank of America- Landsafe National Default Services March 2006 - August 2009
First American Real Estate Tax Service March 2004 - March 2006
Transamerica Real Estate Tax Service June 1999 - March 2004
Bank of America June 1997 - May 1999
Nations Bank July 1996 - June 1997
Nations Bank August 1993 - July 1996
Skills
Foreclosures, Loan Servicing, Vendor Relationships, Property Tax, Title Services, Account Reconciliation
Education
Hinds Community College 1983 — 1986
Associate of Science (A.S.)
Bank of America August 2010 - Present
MGC Mortgage August 2009 - April 2010
Bank of America- Landsafe National Default Services March 2006 - August 2009
First American Real Estate Tax Service March 2004 - March 2006
Transamerica Real Estate Tax Service June 1999 - March 2004
Bank of America June 1997 - May 1999
Nations Bank July 1996 - June 1997
Nations Bank August 1993 - July 1996
Skills
Foreclosures, Loan Servicing, Vendor Relationships, Property Tax, Title Services, Account Reconciliation
Education
Hinds Community College 1983 — 1986
Associate of Science (A.S.)
Ranetta Herron's Bank of America Experience September 1999 - October 2000
Job
Industry
Experience
Amscot Financial January 2004 - October 2005
AmSouth Bank November 2004 - April 2005
Capital One October 2000 - December 2003
Bank of America September 1999 - October 2000
Skills
Microsoft Office, Customer Service, Research, Sales, PowerPoint, Outlook, English, Microsoft Word, Windows, Microsoft Excel, Inventory Management, Data Entry, Budgets, Access, Time Management
Education
Hodges University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Pasco-Hernando Community College 2008 — 2011
Associate of Arts (AA), General Studies
Amscot Financial January 2004 - October 2005
AmSouth Bank November 2004 - April 2005
Capital One October 2000 - December 2003
Bank of America September 1999 - October 2000
Skills
Microsoft Office, Customer Service, Research, Sales, PowerPoint, Outlook, English, Microsoft Word, Windows, Microsoft Excel, Inventory Management, Data Entry, Budgets, Access, Time Management
Education
Hodges University 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Pasco-Hernando Community College 2008 — 2011
Associate of Arts (AA), General Studies
Alan N.C. McHugh's Bank of America Experience January 2006 - January 2010
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2011 - Present
DNA February 2010 - September 2011
Bank of America January 2006 - January 2010
HSBC March 2004 - January 2006
Skills
Investment Banking, Hedging, Risk Management, Financial Markets, Structured Products, Trading, Bloomberg, Fixed Income, Derivatives, Commodity, Capital Markets, Equities, Hedge Funds, Options, Trading Systems, Proprietary Trading, Swaps, Market Risk, FX Options, Electronic Trading, Commodity Markets, Interest Rate..., Financial Structuring, Alternative Investments, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, General
Hobart and William Smith Colleges 1979 — 1983
BA, Economics
Credit Suisse May 2011 - Present
DNA February 2010 - September 2011
Bank of America January 2006 - January 2010
HSBC March 2004 - January 2006
Skills
Investment Banking, Hedging, Risk Management, Financial Markets, Structured Products, Trading, Bloomberg, Fixed Income, Derivatives, Commodity, Capital Markets, Equities, Hedge Funds, Options, Trading Systems, Proprietary Trading, Swaps, Market Risk, FX Options, Electronic Trading, Commodity Markets, Interest Rate..., Financial Structuring, Alternative Investments, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance, General
Hobart and William Smith Colleges 1979 — 1983
BA, Economics
Colleen Reilly's Bank of America Experience October 2007 - October 2012
Job Business Development Leader at Allstate Baldo Insurance Services
Industry Insurance
Experience
Allstate- Baldo Insurance Services April 2014 - Present
ALLSTATE October 2012 - April 2014
Bank of America October 2007 - October 2012
Skills
Series 6, Series 63, Licensed Life & Health..., Licensed Property &..., Small Business Lending, Consumer Lending, Commercial Lending, Loans, Credit, Mortgage Lending, Commercial Banking, Lines Of Credit, Banking, Fixed Income, Portfolio Management, Life Insurance, Customer Service, Team Building, Underwriting, Leadership, Sales, Insurance, Property & Casualty..., Strategic Planning, Finance, Health Insurance, Management
Education
Hilbert College
Business, Management, Marketing, and Related Support Services
Allstate- Baldo Insurance Services April 2014 - Present
ALLSTATE October 2012 - April 2014
Bank of America October 2007 - October 2012
Skills
Series 6, Series 63, Licensed Life & Health..., Licensed Property &..., Small Business Lending, Consumer Lending, Commercial Lending, Loans, Credit, Mortgage Lending, Commercial Banking, Lines Of Credit, Banking, Fixed Income, Portfolio Management, Life Insurance, Customer Service, Team Building, Underwriting, Leadership, Sales, Insurance, Property & Casualty..., Strategic Planning, Finance, Health Insurance, Management
Education
Hilbert College
Business, Management, Marketing, and Related Support Services
Temi Ajao's Bank of America Experience January 2011 - March 2014
Job Manager Treasury Services
Industry Management Consulting
Experience
Bank of America January 2011 - March 2014
UBS Investment Bank November 2008 - December 2010
Deloitte & Touche August 2006 - November 2008
American Axle & manufacturing June 2003 - August 2004
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Excel, Compliance, Accounting, Valuation, Bloomberg, Analytics, Internal Audit, Process Engineering, Word
Education
Hofstra University 2004 — 2006
MBA, Accounting
University at Buffalo 1999 — 2003
BS, Chemical Engineering
Bank of America January 2011 - March 2014
UBS Investment Bank November 2008 - December 2010
Deloitte & Touche August 2006 - November 2008
American Axle & manufacturing June 2003 - August 2004
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Excel, Compliance, Accounting, Valuation, Bloomberg, Analytics, Internal Audit, Process Engineering, Word
Education
Hofstra University 2004 — 2006
MBA, Accounting
University at Buffalo 1999 — 2003
BS, Chemical Engineering
martin Bernal's Bank of America Experience January 2010 - Present
Job banking Center manager at Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America January 2003 - Present
US Army April 2002 - April 2010
AmSouth Bank January 2001 - May 2002
Skills
Bilingual, Leadership Development, Organizational...
Education
Hodges University 2010 — 2012
BSM, Management
Edison State College
Associates, Liberal Arts
Hodges University
Masters, management
Hodges University graduate
Bachelors, Science and Management
Bank of America January 2010 - Present
Bank of America January 2003 - Present
US Army April 2002 - April 2010
AmSouth Bank January 2001 - May 2002
Skills
Bilingual, Leadership Development, Organizational...
Education
Hodges University 2010 — 2012
BSM, Management
Edison State College
Associates, Liberal Arts
Hodges University
Masters, management
Hodges University graduate
Bachelors, Science and Management
Dave Paster's Bank of America Experience March 2004 - March 2010
Job Managing Director, Head of Corporate FX Sales NY at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2013 - Present
Deutsche Bank May 2010 - April 2013
Bank of America March 2004 - March 2010
FleetBoston Financial July 2000 - March 2004
Skills
Derivatives, Banking, Bloomberg, Capital Markets, Electronic Trading, Equities, FX Options, Financial Markets, Financial Modeling, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Trading
Education
Hobart College 1996 — 2000
Bachelor of Science, Economics
The Loomis-Chaffee School 1995 — 1996
Bank of America Merrill Lynch April 2013 - Present
Deutsche Bank May 2010 - April 2013
Bank of America March 2004 - March 2010
FleetBoston Financial July 2000 - March 2004
Skills
Derivatives, Banking, Bloomberg, Capital Markets, Electronic Trading, Equities, FX Options, Financial Markets, Financial Modeling, Fixed Income, Foreign Exchange, Hedge Funds, Investment Banking, Options, Portfolio Management, Risk Management, Trading
Education
Hobart College 1996 — 2000
Bachelor of Science, Economics
The Loomis-Chaffee School 1995 — 1996
Sean Marcus Oliveira's Bank of America Experience January 2011 - February 2013
Job At
Industry Investment Management
Experience
First Republic Private Wealth Management February 2015 - Present
First Republic Bank February 2013 - February 2015
Bank of America January 2011 - February 2013
Merrill Lynch April 2010 - June 2011
Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits
Education
Hodges University
Business Management
First Republic Private Wealth Management February 2015 - Present
First Republic Bank February 2013 - February 2015
Bank of America January 2011 - February 2013
Merrill Lynch April 2010 - June 2011
Skills
Banking, High Net Worth..., Sales, Retail Banking, Cross Selling, Microsoft Office, Customer Service, Relationship Management, Private Banking, Wealth Management, Financial Services, Wealth Management..., Wealth, Deposits
Education
Hodges University
Business Management
Robin Connolly's Bank of America Experience April 2012 - November 2012
Job Paralegal at Young Development, Inc.
Industry Banking
Experience
Young Development, Inc. July 2013 - Present
Bank of America April 2012 - November 2012
Skills
Banking, Loans, Credit, Mortgage Lending, Customer Service, Mortgage Banking, Outlook, Commercial Banking
Education
Hilbert College
Associate's degree, Paralegal
Young Development, Inc. July 2013 - Present
Bank of America April 2012 - November 2012
Skills
Banking, Loans, Credit, Mortgage Lending, Customer Service, Mortgage Banking, Outlook, Commercial Banking
Education
Hilbert College
Associate's degree, Paralegal
Rachel Zakowicz's Bank of America Experience 2012 - 2012
Job Banking Professional
Industry Banking
Experience
M&T Bank December 2006 - May 2012
Bank of America 2012 - 2012
Skills
Mortgage Processing, Customer Service, Database Tools
Education
Hilbert College 2001 — 2005
BS, Marketing/Advertising
M&T Bank December 2006 - May 2012
Bank of America 2012 - 2012
Skills
Mortgage Processing, Customer Service, Database Tools
Education
Hilbert College 2001 — 2005
BS, Marketing/Advertising
Wenona Gilmore's Bank of America Experience August 1997 - September 2002
Job Admin Assistant at Scientific Games
Industry Gambling & Casinos
Experience
Bally Technologies October 2003 - Present
Bank of America August 1997 - September 2002
Northwest Container Services a division of Waste Connections February 1994 - May 1997
Skills
Microsoft Excel, Outlook, Customer Service, Casino, Administrative..., Gaming Industry, Microsoft Office
Education
Highline Community College 1979 — 1981
Bally Technologies October 2003 - Present
Bank of America August 1997 - September 2002
Northwest Container Services a division of Waste Connections February 1994 - May 1997
Skills
Microsoft Excel, Outlook, Customer Service, Casino, Administrative..., Gaming Industry, Microsoft Office
Education
Highline Community College 1979 — 1981
Matthew Kidder's Bank of America Experience August 2004 - Present
Job Manager at Bank of America
Industry Banking
Experience
Bank of America August 2004 - Present
Skills
Risk Management, Commercial Banking, Mortgage Lending, Loans, Financial Risk, Retail Banking, Mortgage Banking, Banking, Credit Risk, Portfolio Management, Credit, Financial Analysis, Credit Analysis
Education
Ohio university
Bachelor of Applied Science (B.A.Sc.)
Hodges University
Bank of America August 2004 - Present
Skills
Risk Management, Commercial Banking, Mortgage Lending, Loans, Financial Risk, Retail Banking, Mortgage Banking, Banking, Credit Risk, Portfolio Management, Credit, Financial Analysis, Credit Analysis
Education
Ohio university
Bachelor of Applied Science (B.A.Sc.)
Hodges University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS