Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Bill Wafford Bill Wafford's Bank of America Experience 1994 - 1999
Job
Industry Management Consulting
Experience
KPMG Advisory 2015 - Present
Walgreens 2013 - 2014
Walgreens 2012 - 2013
Walgreens 2009 - 2012
Archstone Consulting 2004 - 2009
Target Corporation 2002 - 2004
Bank of America 1994 - 1999
Skills
Financial Modeling, Strategy, Financial Analysis, Finance, Acquisition Integration, Management Consulting, Mergers & Acquisitions, Forecasting, Business Strategy, Cross-functional Team..., Business Process..., Competitive Analysis, Strategic Financial..., Analytics, Management
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance / Strategy
University of California, Riverside
BS, Economics
KPMG Advisory 2015 - Present
Walgreens 2013 - 2014
Walgreens 2012 - 2013
Walgreens 2009 - 2012
Archstone Consulting 2004 - 2009
Target Corporation 2002 - 2004
Bank of America 1994 - 1999
Skills
Financial Modeling, Strategy, Financial Analysis, Finance, Acquisition Integration, Management Consulting, Mergers & Acquisitions, Forecasting, Business Strategy, Cross-functional Team..., Business Process..., Competitive Analysis, Strategic Financial..., Analytics, Management
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance / Strategy
University of California, Riverside
BS, Economics
Jay Ralstin's Bank of America Experience 2000 - 2001
Job Tallahassee Manager at Waterstone Mortgage Corporation
Industry Financial Services
Experience
Waterstone Mortgage Corporation December 2014 - Present
Envoy Mortgage November 2013 - November 2014
Hancock Bank April 2011 - October 2013
Premier Bank August 2009 - April 2011
Wells Fargo November 2001 - July 2009
Bank of America 2000 - 2001
SouthTrust Bank June 1993 - June 2000
Skills
Mortgage Lending, Residential Mortgages, Mortgage Banking, Underwriting, Business Coaching, Loans, FHA, Banking, Loan Origination, Real Estate, Credit, Selling, USDA, Credit Analysis, Residential Homes, Refinance, Commercial Lending, Consumer Lending, Construction Loans, Financial Services, FHA financing, First Time Home Buyers, Small Business Lending, Investment Properties, Government Loans, Lines Of Credit, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Home Equity Loans, Certified Mortgage..., VA loans, Commercial Banking, VA Loans, FHA Financing, Sales
Education
Indiana University - Kelley School of Business 1982 — 1986
Bachelors of Science, Management and Organizations
Indiana University Bloomington 1982 — 1986
Bachelors of Science, Business
Waterstone Mortgage Corporation December 2014 - Present
Envoy Mortgage November 2013 - November 2014
Hancock Bank April 2011 - October 2013
Premier Bank August 2009 - April 2011
Wells Fargo November 2001 - July 2009
Bank of America 2000 - 2001
SouthTrust Bank June 1993 - June 2000
Skills
Mortgage Lending, Residential Mortgages, Mortgage Banking, Underwriting, Business Coaching, Loans, FHA, Banking, Loan Origination, Real Estate, Credit, Selling, USDA, Credit Analysis, Residential Homes, Refinance, Commercial Lending, Consumer Lending, Construction Loans, Financial Services, FHA financing, First Time Home Buyers, Small Business Lending, Investment Properties, Government Loans, Lines Of Credit, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Home Equity Loans, Certified Mortgage..., VA loans, Commercial Banking, VA Loans, FHA Financing, Sales
Education
Indiana University - Kelley School of Business 1982 — 1986
Bachelors of Science, Management and Organizations
Indiana University Bloomington 1982 — 1986
Bachelors of Science, Business
Faizan Kabir's Bank of America Experience June 2015 - Present
Job Global Corporate Strategy at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Bank of America Merrill Lynch July 2013 - May 2015
Bank of America Merrill Lynch June 2012 - August 2012
Thomson Reuters May 2011 - August 2011
LaSalle Futures Group May 2010 - August 2010
ASMARTERHOST.COM March 2004 - August 2007
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Valuation, Financial Reporting, Accounting, Corporate Finance, Asset Management, DCF, Investment Banking, Entrepreneurship, Financial Analysis, Analysis, Strategy, Market Research, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance
Bank of America June 2015 - Present
Bank of America Merrill Lynch July 2013 - May 2015
Bank of America Merrill Lynch June 2012 - August 2012
Thomson Reuters May 2011 - August 2011
LaSalle Futures Group May 2010 - August 2010
ASMARTERHOST.COM March 2004 - August 2007
Skills
PowerPoint, Microsoft Excel, Financial Modeling, Valuation, Financial Reporting, Accounting, Corporate Finance, Asset Management, DCF, Investment Banking, Entrepreneurship, Financial Analysis, Analysis, Strategy, Market Research, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance
Matthew Pacyna's Bank of America Experience July 2013 - April 2014
Job Treasury Sales Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
Bank of America July 2013 - April 2014
Corporate Strategy Club October 2010 - December 2012
Undergraduate Investment Club September 2010 - December 2012
Bank of America June 2012 - August 2012
Westfield June 2011 - August 2011
Skills
Business Strategy, Customer Service, Communication, Leadership, Interpersonal Skill, Banking, Negotiation, Persuasion, Humor, Finance
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
Indiana University Bloomington 2008 — 2012
BS, Finance, Minor in Economics
Naperville North High School 2004 — 2008
Naperville North High School 2004 — 2008
Bank of America Merrill Lynch April 2014 - Present
Bank of America July 2013 - April 2014
Corporate Strategy Club October 2010 - December 2012
Undergraduate Investment Club September 2010 - December 2012
Bank of America June 2012 - August 2012
Westfield June 2011 - August 2011
Skills
Business Strategy, Customer Service, Communication, Leadership, Interpersonal Skill, Banking, Negotiation, Persuasion, Humor, Finance
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science, Business; Finance
Indiana University Bloomington 2008 — 2012
BS, Finance, Minor in Economics
Naperville North High School 2004 — 2008
Naperville North High School 2004 — 2008
John Essad John Essad's Bank of America Experience September 2011 - July 2013
Job Treasury Associate at Ford Motor Company
Industry Financial Services
Experience
Ford Motor Company June 2015 - Present
Ford Motor Company June 2014 - August 2014
Bank of America September 2011 - July 2013
Bank of America December 2010 - September 2011
Bank of America July 2008 - December 2010
PEM Real Estate Group May 2007 - August 2007
Comerica June 2006 - August 2006
Skills
Alternative Investments, Foreign Investment, Securitization, Financial Accounting, Six Sigma, Trading, Client Services, Trust Services, Trust Accounting, Corporate Actions, Structured Finance, Accounting, Banking, Finance, Portfolio Management, Financial Modeling, Capital Markets, Financial Services, Valuation, Corporate Finance, Securities, Bloomberg, Fixed Income, Credit Analysis, Derivatives, Bonds, Mutual Funds, Private Equity, Credit, Mergers & Acquisitions, Asset Management
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Michigan State University 2004 — 2008
Bachelor's Degree, Finance
West Bloomfield High School 2000 — 2004
High School
Ford Motor Company June 2015 - Present
Ford Motor Company June 2014 - August 2014
Bank of America September 2011 - July 2013
Bank of America December 2010 - September 2011
Bank of America July 2008 - December 2010
PEM Real Estate Group May 2007 - August 2007
Comerica June 2006 - August 2006
Skills
Alternative Investments, Foreign Investment, Securitization, Financial Accounting, Six Sigma, Trading, Client Services, Trust Services, Trust Accounting, Corporate Actions, Structured Finance, Accounting, Banking, Finance, Portfolio Management, Financial Modeling, Capital Markets, Financial Services, Valuation, Corporate Finance, Securities, Bloomberg, Fixed Income, Credit Analysis, Derivatives, Bonds, Mutual Funds, Private Equity, Credit, Mergers & Acquisitions, Asset Management
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Michigan State University 2004 — 2008
Bachelor's Degree, Finance
West Bloomfield High School 2000 — 2004
High School
Jay Yoder Jay Yoder's Bank of America Experience 2010 - 2011
Job Finance Manager
Industry Financial Services
Experience
Wells Fargo 2013 - Present
Northern Trust 2012 - 2012
Bank of America 2010 - 2011
ABN AMRO / RBS 2005 - 2009
ABN AMRO 2001 - 2005
Navistar 2000 - 2001
Tenneco 1996 - 2000
McGladrey & Pullen 1995 - 1996
Blackman Kallick 1990 - 1995
Skills
Financial Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Accounting, Internal Controls, Auditing, Finance, US GAAP, Consolidation, Banking, IFRS, Analysis, Financial Risk, Financial Audits
Education
Indiana University - Kelley School of Business
BS, Accounting
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Wells Fargo 2013 - Present
Northern Trust 2012 - 2012
Bank of America 2010 - 2011
ABN AMRO / RBS 2005 - 2009
ABN AMRO 2001 - 2005
Navistar 2000 - 2001
Tenneco 1996 - 2000
McGladrey & Pullen 1995 - 1996
Blackman Kallick 1990 - 1995
Skills
Financial Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Accounting, Internal Controls, Auditing, Finance, US GAAP, Consolidation, Banking, IFRS, Analysis, Financial Risk, Financial Audits
Education
Indiana University - Kelley School of Business
BS, Accounting
Loyola University of Chicago - Graduate School of Business
MBA, Finance
Kim Nowakowski's Bank of America Experience June 2012 - January 2014
Job Strategy and Operations Consultant at The Hackett Group
Industry Financial Services
Experience
The Hackett Group April 2014 - Present
Bank of America June 2012 - January 2014
ArcelorMittal May 2011 - June 2012
G&W Electric Co. June 2008 - August 2009
Hotel Murillo February 2009 - May 2009
G&W Electric Company June 2006 - June 2008
Skills
Process Improvement, Microsoft Excel, Microsoft Office, Access, Supply Chain, PowerPoint, Project Management, Project Planning, Microsoft Word, SAP, Inventory Management, Manufacturing, Networking, Visio, Business Process..., Supply Chain Management, Strategic Sourcing, Procurement, Continuous Improvement, Materials Management, SAP ERP, Analytics, Compliance, Governance, Internet, Kaizen, Key Performance..., Strategic Planning, Quality Assurance, Risk Assessment, Business Analysis, Data Analysis, Change Management, Risk Management, Teamwork, Writing
Education
Indiana University - Kelley School of Business 2006 — 2010
B.S., Legal Studies, Public Policy Analysis, International Business
Marian Catholic High School 2002 — 2006
Marian Catholic High School
Marian Catholic High School
The Hackett Group April 2014 - Present
Bank of America June 2012 - January 2014
ArcelorMittal May 2011 - June 2012
G&W Electric Co. June 2008 - August 2009
Hotel Murillo February 2009 - May 2009
G&W Electric Company June 2006 - June 2008
Skills
Process Improvement, Microsoft Excel, Microsoft Office, Access, Supply Chain, PowerPoint, Project Management, Project Planning, Microsoft Word, SAP, Inventory Management, Manufacturing, Networking, Visio, Business Process..., Supply Chain Management, Strategic Sourcing, Procurement, Continuous Improvement, Materials Management, SAP ERP, Analytics, Compliance, Governance, Internet, Kaizen, Key Performance..., Strategic Planning, Quality Assurance, Risk Assessment, Business Analysis, Data Analysis, Change Management, Risk Management, Teamwork, Writing
Education
Indiana University - Kelley School of Business 2006 — 2010
B.S., Legal Studies, Public Policy Analysis, International Business
Marian Catholic High School 2002 — 2006
Marian Catholic High School
Marian Catholic High School
Jeremy Meadows's Bank of America Experience June 2014 - August 2014
Job Investment Banking Analyst at Sagent Advisors
Industry Banking
Experience
Sagent Advisors July 2015 - Present
Bank of America June 2014 - August 2014
Indiana Public Retirement System May 2013 - August 2013
IGS Energy May 2012 - August 2012
Linda Adams State Farm July 2010 - July 2011
Noa Noa / Spike's Inc November 2008 - July 2010
Skills
Insurance, Notary Public, Excel, Word, Outlook, Customer Satisfaction, Professional..., Managerial Experience, Team Leadership, Customer Facing, Sales Process, Cold Calling Experience, Relationship Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Investments, Cold Calling, Customer Service, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science
Sagent Advisors July 2015 - Present
Bank of America June 2014 - August 2014
Indiana Public Retirement System May 2013 - August 2013
IGS Energy May 2012 - August 2012
Linda Adams State Farm July 2010 - July 2011
Noa Noa / Spike's Inc November 2008 - July 2010
Skills
Insurance, Notary Public, Excel, Word, Outlook, Customer Satisfaction, Professional..., Managerial Experience, Team Leadership, Customer Facing, Sales Process, Cold Calling Experience, Relationship Management, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Investments, Cold Calling, Customer Service, Access
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science
Haya Saiyed's Bank of America Experience March 2014 - Present
Job Global Commercial Banking Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America June 2013 - March 2014
Belly August 2012 - December 2012
Harrison Street Real Estate Capital LLC June 2012 - August 2012
P.F. Chang's China Bistro July 2007 - June 2012
Arthur J. Gallagher & Co. June 2011 - August 2011
Eurest Services May 2010 - August 2010
Deloitte October 2009 - October 2009
Amigos de las Americas June 2008 - August 2008
Skills
Excel, Access, Microsoft Office, Word, PowerPoint
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Sport Marketing and Management
Glenbrook North High School 2005 — 2009
Bank of America March 2014 - Present
Bank of America June 2013 - March 2014
Belly August 2012 - December 2012
Harrison Street Real Estate Capital LLC June 2012 - August 2012
P.F. Chang's China Bistro July 2007 - June 2012
Arthur J. Gallagher & Co. June 2011 - August 2011
Eurest Services May 2010 - August 2010
Deloitte October 2009 - October 2009
Amigos de las Americas June 2008 - August 2008
Skills
Excel, Access, Microsoft Office, Word, PowerPoint
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, Sport Marketing and Management
Glenbrook North High School 2005 — 2009
Andrew Tiemeier Andrew Tiemeier's Bank of America Experience July 2012 - July 2015
Job Global Treasury Solutions Officer at Bank of America
Industry Banking
Experience
Bank of America July 2012 - July 2015
VonLehman & Company Inc. January 2012 - April 2012
Fifth Third Bank May 2011 - July 2011
TriHealth December 2009 - August 2010
Skills
Auditing, Microsoft Excel, Accounting, Finance, Tax
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting and Finance
University of Sydney 2010 — 2010
Faculty of Economics and Business, Finance & Australian Culture
St. Xavier High School 2003 — 2007
Bank of America July 2012 - July 2015
VonLehman & Company Inc. January 2012 - April 2012
Fifth Third Bank May 2011 - July 2011
TriHealth December 2009 - August 2010
Skills
Auditing, Microsoft Excel, Accounting, Finance, Tax
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting and Finance
University of Sydney 2010 — 2010
Faculty of Economics and Business, Finance & Australian Culture
St. Xavier High School 2003 — 2007
Alexander de la Rosa Alexander de la Rosa's Bank of America Experience January 2008 - December 2010
Job Model Validation and Risk Reporting Analyst at Federal Home Loan Bank of Indianapolis
Industry Banking
Experience
Federal Home Loan Bank of Indianapolis May 2012 - Present
US Bank January 2011 - May 2012
Bank of America January 2008 - December 2010
LaSalle Bank July 2007 - December 2007
Skills
Microsoft Excel, SQL, Crystal Reports, Outlook, PowerPoint, Analysis, Microsoft Word, Microsoft Access, VBA, Wall Street Analytics, E-workforce Management, Lotus Notes, Mathematica, Financial Analysis, Data Analysis, Financial Modeling, Access, Risk Management, Banking
Education
Indiana University - Kelley School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, General
Yale University 2002 — 2006
Bachelor of Arts, Economics
Federal Home Loan Bank of Indianapolis May 2012 - Present
US Bank January 2011 - May 2012
Bank of America January 2008 - December 2010
LaSalle Bank July 2007 - December 2007
Skills
Microsoft Excel, SQL, Crystal Reports, Outlook, PowerPoint, Analysis, Microsoft Word, Microsoft Access, VBA, Wall Street Analytics, E-workforce Management, Lotus Notes, Mathematica, Financial Analysis, Data Analysis, Financial Modeling, Access, Risk Management, Banking
Education
Indiana University - Kelley School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, General
Yale University 2002 — 2006
Bachelor of Arts, Economics
Sarah Zlotnick's Bank of America Experience September 2007 - September 2008
Job Fundraising and Finance Committee CoChair at The Democratic Party of Lubbock
Industry Nonprofit Organization Management
Experience
The Democratic Party of Lubbock July 2015 - Present
Texas Tech University Family Academy June 2015 - Present
The Yoga Salon March 2015 - Present
HIAS December 2013 - August 2014
Court Appointed Special Advocates (CASA) of Monroe County, IN August 2012 - May 2013
Vibe Yoga Studio August 2011 - May 2013
Indiana University Bloomington August 2012 - December 2012
Boys and Girls Clubs of America January 2011 - May 2011
Stone Belt ARC October 2008 - January 2009
Bank of America September 2007 - September 2008
Skills
Microsoft Office, Social Media, Multilingual, Online Research, First Aid, Team Oriented, Spanish, Hebrew, Constant Contact, WordPress, English, Ethnography, Interviews, Awareness Raising, Marketing Strategy, Marketing Communications, Creative Writing, Proposal Writing, Report Writing, Fundraising
Education
Tel Aviv University 2013 — 2014
Master of Arts (MA), Human Migration Studies
Indiana University Bloomington 2007 — 2013
Bachelor of Arts, Anthropology, Spanish and Hebrew Minor
The Democratic Party of Lubbock July 2015 - Present
Texas Tech University Family Academy June 2015 - Present
The Yoga Salon March 2015 - Present
HIAS December 2013 - August 2014
Court Appointed Special Advocates (CASA) of Monroe County, IN August 2012 - May 2013
Vibe Yoga Studio August 2011 - May 2013
Indiana University Bloomington August 2012 - December 2012
Boys and Girls Clubs of America January 2011 - May 2011
Stone Belt ARC October 2008 - January 2009
Bank of America September 2007 - September 2008
Skills
Microsoft Office, Social Media, Multilingual, Online Research, First Aid, Team Oriented, Spanish, Hebrew, Constant Contact, WordPress, English, Ethnography, Interviews, Awareness Raising, Marketing Strategy, Marketing Communications, Creative Writing, Proposal Writing, Report Writing, Fundraising
Education
Tel Aviv University 2013 — 2014
Master of Arts (MA), Human Migration Studies
Indiana University Bloomington 2007 — 2013
Bachelor of Arts, Anthropology, Spanish and Hebrew Minor
Jacqueline Klein's Bank of America Experience April 1982 - August 1983
Job at Acuna, Regli & Klein, LLP
Industry Law Practice
Experience
Acuña, Regli & Klein, LLP February 2011 - Present
Kimball, Tirey & St. John January 2010 - January 2011
Acuna & Casas, P.C. October 2002 - December 2009
Bank of America April 1982 - August 1983
Crown Zellerbach Corporation March 1980 - March 1982
Skills
Bankruptcy, Small Business, Real Estate, Estate Planning, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Wills, Finance, Trusts, Estate Administration, Powers of Attorney, Courts, Mediation, Elder Law, Civil Litigation, Family Law
Education
John F. Kennedy University 2005 — 2008
Juris Doctorate, Law
Indiana University - Kelley School of Business 1978 — 1979
MBA, Finance
St. Cloud State University 1974 — 1978
B.S., Finance
Acuña, Regli & Klein, LLP February 2011 - Present
Kimball, Tirey & St. John January 2010 - January 2011
Acuna & Casas, P.C. October 2002 - December 2009
Bank of America April 1982 - August 1983
Crown Zellerbach Corporation March 1980 - March 1982
Skills
Bankruptcy, Small Business, Real Estate, Estate Planning, Legal Research, Corporate Law, Legal Writing, Commercial Litigation, Wills, Finance, Trusts, Estate Administration, Powers of Attorney, Courts, Mediation, Elder Law, Civil Litigation, Family Law
Education
John F. Kennedy University 2005 — 2008
Juris Doctorate, Law
Indiana University - Kelley School of Business 1978 — 1979
MBA, Finance
St. Cloud State University 1974 — 1978
B.S., Finance
John Shergill's Bank of America Experience June 2012 - August 2012
Job Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Bank of America June 2012 - August 2012
Zurich Financial Services May 2011 - August 2011
Skills
Finance, Mathematics, Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Financial Markets, Investments, Insurance, Valuation, Microsoft Excel, Accounting, Data Analysis, Investment Banking, Bloomberg, Capital IQ
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Wheeling High School 2004 — 2008
Northern Trust November 2012 - Present
Bank of America June 2012 - August 2012
Zurich Financial Services May 2011 - August 2011
Skills
Finance, Mathematics, Wealth Management, Portfolio Management, Financial Analysis, Financial Modeling, Financial Markets, Investments, Insurance, Valuation, Microsoft Excel, Accounting, Data Analysis, Investment Banking, Bloomberg, Capital IQ
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
Wheeling High School 2004 — 2008
David Bere David Bere's Bank of America Experience June 2006 - June 2008
Job Director at FTI Consulting
Industry Capital Markets
Experience
FTI Consulting June 2012 - Present
Goldman Sachs Asset Management May 2010 - April 2011
GE Capital June 2009 - August 2009
Bank of America June 2006 - June 2008
Bank of America October 2004 - June 2006
Skills
Change Management, Investor Relations, Financial Communications, Strategy, Business Analysis, Marketing Communications, Corporate Communications, Strategic Planning, IPO, Capital Markets, Management Consulting, Investment Advisory
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing, Finance
Wake Forest University 1999 — 2003
BS, Business
FTI Consulting June 2012 - Present
Goldman Sachs Asset Management May 2010 - April 2011
GE Capital June 2009 - August 2009
Bank of America June 2006 - June 2008
Bank of America October 2004 - June 2006
Skills
Change Management, Investor Relations, Financial Communications, Strategy, Business Analysis, Marketing Communications, Corporate Communications, Strategic Planning, IPO, Capital Markets, Management Consulting, Investment Advisory
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing, Finance
Wake Forest University 1999 — 2003
BS, Business
Kelsey Phillips's Bank of America Experience July 2013 - Present
Job Global Treasury Solutions Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America July 2013 - Present
Bank of America 2013 - 2014
Skills
Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Finance, Non-profit management
Indiana University - Kelley School of Business
Bank of America July 2013 - Present
Bank of America 2013 - 2014
Skills
Financial Analysis
Education
Indiana University Bloomington 2009 — 2013
Finance, Non-profit management
Indiana University - Kelley School of Business
Timothy Gacsy, CPA, PFS, CGMA, MBA, MBT Timothy Gacsy, CPA, PFS, CGMA, MBA, MBT's Bank of America Experience June 2004 - March 2006
Job Vice President Tax Reporting at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
McGill & Hill Group January 2012 - April 2014
Winthrop University June 2009 - August 2012
TD Gacsy CPA February 2010 - December 2011
Reznick Group March 2006 - December 2009
Bank of America June 2004 - March 2006
Citigroup Global Markets May 2003 - September 2003
Ernst & Young August 1999 - August 2002
Southern California Edison March 1995 - August 1996
McKesson October 1993 - March 1995
Skills
Strategic Financial..., Accounting, Financial Analysis, Financial Modeling, Tax Credits, Structured Finance, Due Diligence, Real Estate Due..., Large-Scale Budget &..., Historic Rehabilitation..., New Markets Tax Credits, Turnaround Strategy, Transaction Advisory..., Financial Projection, Risk Management, Business Valuation, Cashflow Analysis, Budget Forecasts, Price Forecasting, Financial Reporting, Research and..., Syndications, Quantitative Models, Staffing Analysis, Risk Modeling, Marketing Support, Credit Risk, Economic Planning, Corporate FP&A, Expense Budget..., Tax Consulting, GAAP, Essbase, StatPro, @Risk, Precision Tree, Riskview, ARGUS, QuickBooks, Peachtree, Investments, Strategy, Cash Flow, Private Equity, Analysis, Financial Accounting, Internal Audit, Tax, CPA, Restructuring
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance; Decision Modeling
University of Southern California - Marshall School of Business 1999 — 2001
MBT, Taxation
University of Southern California - Marshall School of Business 1996 — 1999
Bachelor, Accounting
LPL Financial April 2014 - Present
McGill & Hill Group January 2012 - April 2014
Winthrop University June 2009 - August 2012
TD Gacsy CPA February 2010 - December 2011
Reznick Group March 2006 - December 2009
Bank of America June 2004 - March 2006
Citigroup Global Markets May 2003 - September 2003
Ernst & Young August 1999 - August 2002
Southern California Edison March 1995 - August 1996
McKesson October 1993 - March 1995
Skills
Strategic Financial..., Accounting, Financial Analysis, Financial Modeling, Tax Credits, Structured Finance, Due Diligence, Real Estate Due..., Large-Scale Budget &..., Historic Rehabilitation..., New Markets Tax Credits, Turnaround Strategy, Transaction Advisory..., Financial Projection, Risk Management, Business Valuation, Cashflow Analysis, Budget Forecasts, Price Forecasting, Financial Reporting, Research and..., Syndications, Quantitative Models, Staffing Analysis, Risk Modeling, Marketing Support, Credit Risk, Economic Planning, Corporate FP&A, Expense Budget..., Tax Consulting, GAAP, Essbase, StatPro, @Risk, Precision Tree, Riskview, ARGUS, QuickBooks, Peachtree, Investments, Strategy, Cash Flow, Private Equity, Analysis, Financial Accounting, Internal Audit, Tax, CPA, Restructuring
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance; Decision Modeling
University of Southern California - Marshall School of Business 1999 — 2001
MBT, Taxation
University of Southern California - Marshall School of Business 1996 — 1999
Bachelor, Accounting
Joe Netzel's Bank of America Experience 1992 - 2001
Job Senior Client Manager / SVP at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2011 - Present
PNC Bank January 2009 - March 2011
National City Bank July 2004 - December 2008
The Provident Bank December 2001 - April 2004
Bank of America (f/k/a NationsBank) March 1992 - October 2001
Banc of America Securities LLC 1997 - 2001
NationsBank 1992 - 2001
Bank of America 1992 - 2001
Fifth Third Bank February 1987 - December 1989
Skills
Commercial Banking, Loans, Capital Markets, Financial Analysis, Management, Banking, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Syndications, Middle Market, Treasury, Finance, Risk Management
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Finance
Northern Kentucky University 1982 — 1986
BA, Economics
Bank of America Merrill Lynch April 2011 - Present
PNC Bank January 2009 - March 2011
National City Bank July 2004 - December 2008
The Provident Bank December 2001 - April 2004
Bank of America (f/k/a NationsBank) March 1992 - October 2001
Banc of America Securities LLC 1997 - 2001
NationsBank 1992 - 2001
Bank of America 1992 - 2001
Fifth Third Bank February 1987 - December 1989
Skills
Commercial Banking, Loans, Capital Markets, Financial Analysis, Management, Banking, Credit, Portfolio Management, Commercial Lending, Credit Analysis, Syndications, Middle Market, Treasury, Finance, Risk Management
Education
Indiana University - Kelley School of Business 1990 — 1992
MBA, Finance
Northern Kentucky University 1982 — 1986
BA, Economics
Yousuf Omar's Bank of America Experience June 1985 - May 1999
Job Director Global & National Industries Southwest and Western US
Industry Banking
Experience
Citi May 2014 - Present
Citi November 2005 - May 2014
Wells Fargo March 2003 - November 2005
PCA International January 2002 - February 2003
Banc of America Securities June 1999 - December 2001
Bank of America June 1985 - May 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Treasury Management, Strategic Planning, Treasury Services, Capital Structure, Commercial Mortgages, Financial Structuring, Financial Analysis, Corporate Finance, Management, Risk Management, Investment Banking, Finance, Trade Finance, Relationship Management, Mergers & Acquisitions, Credit Risk, Cross Selling, Cash Management, Restructuring, Lines Of Credit, Consumer Lending
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1979 — 1982
Bsc, Finance
Karachi Grammar School 1971 — 1975
Citi May 2014 - Present
Citi November 2005 - May 2014
Wells Fargo March 2003 - November 2005
PCA International January 2002 - February 2003
Banc of America Securities June 1999 - December 2001
Bank of America June 1985 - May 1999
Skills
Commercial Banking, Commercial Lending, Loans, Credit, Credit Analysis, Banking, Portfolio Management, Treasury Management, Strategic Planning, Treasury Services, Capital Structure, Commercial Mortgages, Financial Structuring, Financial Analysis, Corporate Finance, Management, Risk Management, Investment Banking, Finance, Trade Finance, Relationship Management, Mergers & Acquisitions, Credit Risk, Cross Selling, Cash Management, Restructuring, Lines Of Credit, Consumer Lending
Education
Indiana University - Kelley School of Business 1982 — 1984
MBA, Finance & Accounting
Indiana University - Kelley School of Business 1979 — 1982
Bsc, Finance
Karachi Grammar School 1971 — 1975
Casey M. Klepsch's Bank of America Experience December 2013 - Present
Job AVP; Portfolio Management Officer at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America December 2013 - Present
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch February 2009 - May 2012
LaSalle Bank/Bank of America Merrill Lynch February 2008 - February 2009
Jones Lang LaSalle December 2007 - February 2008
Lee Enterprises November 2006 - November 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Commercial Lending, Capital Structure..., Risk Management, Risk-Reward Assessment, Industry Research, Analytical, Strong Communication,..., Microsoft Excel, Bloomberg, Corporate Finance, Analytical Skills, Credit, Portfolio Management
Education
Indiana University - Kelley School of Business 2001 — 2006
Bachelor of Science, Finance Finance-Real Estate
Bank of America December 2013 - Present
Bank of America Merrill Lynch June 2012 - Present
Bank of America Merrill Lynch February 2009 - May 2012
LaSalle Bank/Bank of America Merrill Lynch February 2008 - February 2009
Jones Lang LaSalle December 2007 - February 2008
Lee Enterprises November 2006 - November 2007
Skills
Financial Analysis, Credit Analysis, Financial Modeling, Commercial Lending, Capital Structure..., Risk Management, Risk-Reward Assessment, Industry Research, Analytical, Strong Communication,..., Microsoft Excel, Bloomberg, Corporate Finance, Analytical Skills, Credit, Portfolio Management
Education
Indiana University - Kelley School of Business 2001 — 2006
Bachelor of Science, Finance Finance-Real Estate
Gregory Renn Gregory Renn's Bank of America Experience September 1996 - April 2001
Job Xerox Commercial Solutions Southeast Regional Sales Executive
Industry Financial Services
Experience
Xerox September 2014 - Present
Systar April 2012 - September 2014
Hewlett-Packard April 2010 - April 2012
IBM May 2003 - April 2010
Indiana University Kelley School of Business May 2001 - 2003
Bank of America September 1996 - April 2001
Ernst & Young Management Consulting August 1992 - September 1996
Skills
Solution Selling, Enterprise Software, Professional Services, New Business Development, Account Management, Direct Sales, Management, Business Development, Sales Operations, Sales, SaaS, Leadership, Marketing Strategy, Strategy, CRM, Outsourcing
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Marketing & Business Development
University of Georgia - Terry College of Business
BBA, CIS, Finance
Xerox September 2014 - Present
Systar April 2012 - September 2014
Hewlett-Packard April 2010 - April 2012
IBM May 2003 - April 2010
Indiana University Kelley School of Business May 2001 - 2003
Bank of America September 1996 - April 2001
Ernst & Young Management Consulting August 1992 - September 1996
Skills
Solution Selling, Enterprise Software, Professional Services, New Business Development, Account Management, Direct Sales, Management, Business Development, Sales Operations, Sales, SaaS, Leadership, Marketing Strategy, Strategy, CRM, Outsourcing
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Marketing & Business Development
University of Georgia - Terry College of Business
BBA, CIS, Finance
Adam C. Gibbs's Bank of America Experience August 1987 - January 2002
Job Former Senior Vice President and Chief Financial Officer
Industry Financial Services
Experience
StoneLaurel February 2015 - Present
Consultant July 2011 - Present
Research Foundation - State University of New York (SUNY) April 2010 - July 2011
Integrated Capital Strategies, LLC August 2008 - December 2009
Micah Mortgage July 2008 - February 2009
Callaway Partners, LLC 2005 - 2007
Transamerica Reinsurance 2004 - 2005
Morris Brown College 2003 - 2004
Bank of America August 1987 - January 2002
Bank of America 1996 - 1997
Skills
Financial Reporting, Financial Accounting, Due Diligence, System Integration..., Business Turnaround, Financial Analysis, Banking, Investment Banking, Banking Operations, Treasury, Technology Integration, Change Management, Management Consulting, Project Management, Business Strategy, Financial Planning, Strategic Planning, Financial Markets, Financials, Financial Management, Budgeting, Budget Analysis, Budget Development, Capital Budgeting, Higher Education, Restructuring, Research, Procurement, Business Management, Business Analysis, Budgets, Managerial Finance, Strategic Financial..., Risk Management, Auditing, Mergers & Acquisitions, Cash Flow, Strategy, Business Planning, Analysis, Sarbanes-Oxley Act, Management, Finance, Leadership, Internal Controls, Credit, Executive Management, Accounting, Financial Services, Investments
Education
Indiana University - Kelley School of Business 1978 — 1981
Bachelor's Degree, Finance and Management
John Adams High School 1973 — 1977
College Prep, General Studies
University of Notre Dame
Electrical and Electronics Engineering
StoneLaurel February 2015 - Present
Consultant July 2011 - Present
Research Foundation - State University of New York (SUNY) April 2010 - July 2011
Integrated Capital Strategies, LLC August 2008 - December 2009
Micah Mortgage July 2008 - February 2009
Callaway Partners, LLC 2005 - 2007
Transamerica Reinsurance 2004 - 2005
Morris Brown College 2003 - 2004
Bank of America August 1987 - January 2002
Bank of America 1996 - 1997
Skills
Financial Reporting, Financial Accounting, Due Diligence, System Integration..., Business Turnaround, Financial Analysis, Banking, Investment Banking, Banking Operations, Treasury, Technology Integration, Change Management, Management Consulting, Project Management, Business Strategy, Financial Planning, Strategic Planning, Financial Markets, Financials, Financial Management, Budgeting, Budget Analysis, Budget Development, Capital Budgeting, Higher Education, Restructuring, Research, Procurement, Business Management, Business Analysis, Budgets, Managerial Finance, Strategic Financial..., Risk Management, Auditing, Mergers & Acquisitions, Cash Flow, Strategy, Business Planning, Analysis, Sarbanes-Oxley Act, Management, Finance, Leadership, Internal Controls, Credit, Executive Management, Accounting, Financial Services, Investments
Education
Indiana University - Kelley School of Business 1978 — 1981
Bachelor's Degree, Finance and Management
John Adams High School 1973 — 1977
College Prep, General Studies
University of Notre Dame
Electrical and Electronics Engineering
Denny Frasiolas Denny Frasiolas's Bank of America Experience October 2001 - September 2003
Job Firm Partner, CoOwner/Founder and Financial Advisor at Retirement Income Advisors, LLC & All Access Brokerage, LLC
Industry Financial Services
Experience
Retirement Income Advisors, LLC January 2014 - Present
All Access Brokerage, LLC October 2010 - Present
MetLife July 2006 - September 2010
Bank of America October 2001 - September 2003
Skills
Medicare Part D, Social Security, Social Security..., Life & Health Insurance..., Equity Indexed Annuities, Guaranteed Lifetime..., Key Person Protection, Tax Free Income, Income for Life, Estate Preservation, Wealth Accumulation..., Wealth Management, Series 65, Investment Advisory, Long Term Care Insurance, Mutual Funds, Retirement, Financial Planners, IRAs, 401k, Finance, Long-term Care, FINRA, Fixed Annuities, Securities, Retirement Planning, Investments, Income Protection, Roth IRA, Variable Annuities, Wealth Accumulation, Portfolio Management, 401k Rollovers, Permanent Life Insurance, Asset Management, College Savings Plans, Series 6, Wealth, Retirement Savings, Disability Insurance, Medicare, Employee Benefits, Key Person Insurance
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science (B.S.), Double Major, Finance & Operations Management
Indiana University Bloomington 1997 — 2001
Kelley School of Business, Bachelor of Science (B.S.), Double Major, Finance & Operations Management
The College of New Jersey 2004 — 2005
Master of Arts (M.A.), Mathematics Education
Retirement Income Advisors, LLC January 2014 - Present
All Access Brokerage, LLC October 2010 - Present
MetLife July 2006 - September 2010
Bank of America October 2001 - September 2003
Skills
Medicare Part D, Social Security, Social Security..., Life & Health Insurance..., Equity Indexed Annuities, Guaranteed Lifetime..., Key Person Protection, Tax Free Income, Income for Life, Estate Preservation, Wealth Accumulation..., Wealth Management, Series 65, Investment Advisory, Long Term Care Insurance, Mutual Funds, Retirement, Financial Planners, IRAs, 401k, Finance, Long-term Care, FINRA, Fixed Annuities, Securities, Retirement Planning, Investments, Income Protection, Roth IRA, Variable Annuities, Wealth Accumulation, Portfolio Management, 401k Rollovers, Permanent Life Insurance, Asset Management, College Savings Plans, Series 6, Wealth, Retirement Savings, Disability Insurance, Medicare, Employee Benefits, Key Person Insurance
Education
Indiana University - Kelley School of Business 1997 — 2001
Bachelor of Science (B.S.), Double Major, Finance & Operations Management
Indiana University Bloomington 1997 — 2001
Kelley School of Business, Bachelor of Science (B.S.), Double Major, Finance & Operations Management
The College of New Jersey 2004 — 2005
Master of Arts (M.A.), Mathematics Education
Bill Threewits's Bank of America Experience June 2014 - August 2014
Job Assistant Vice President, Consumer Banking
Industry Banking
Experience
Bank of America June 2014 - August 2014
InterActive Corp. January 2013 - March 2014
Paragon Enterprises, LLC January 2003 - January 2013
Home Helpers of Hickory June 2010 - December 2012
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics, 3.96 GPA
The Johns Hopkins University 2014 — 2014
Data Science Certificate, Analytics/Modeling/Reporting, 4.0/4.0 GPA
University of Florida
BS, Economics
Bank of America June 2014 - August 2014
InterActive Corp. January 2013 - March 2014
Paragon Enterprises, LLC January 2003 - January 2013
Home Helpers of Hickory June 2010 - December 2012
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Business Analytics, 3.96 GPA
The Johns Hopkins University 2014 — 2014
Data Science Certificate, Analytics/Modeling/Reporting, 4.0/4.0 GPA
University of Florida
BS, Economics
Jordan Rappaport's Bank of America Experience July 2013 - April 2014
Job Senior Consultant at Capco
Industry Financial Services
Experience
Capco March 2015 - Present
Capco April 2014 - March 2015
Bank of America July 2013 - April 2014
Bank of America February 2011 - June 2013
Bank of America June 2010 - January 2011
Broadband Enterprises May 2007 - August 2009
Skills
Financial Modeling, Analysis, Management, Finance, Banking, Analytics, Strategy, Due Diligence, Financial Analysis, Financial Risk, Credit
Education
Indiana University - Kelley School of Business 2006 — 2010
BS with honors, Finance, Technology Management
Capco March 2015 - Present
Capco April 2014 - March 2015
Bank of America July 2013 - April 2014
Bank of America February 2011 - June 2013
Bank of America June 2010 - January 2011
Broadband Enterprises May 2007 - August 2009
Skills
Financial Modeling, Analysis, Management, Finance, Banking, Analytics, Strategy, Due Diligence, Financial Analysis, Financial Risk, Credit
Education
Indiana University - Kelley School of Business 2006 — 2010
BS with honors, Finance, Technology Management
Scott Mumma's Bank of America Experience June 2012 - August 2012
Job Global Treasury Solutions Summer Intern at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2012 - August 2012
Skills
Financial Analysis, Finance, Research, Corporate Finance, Microsoft Excel, Business Analysis, Data Analysis, Financial Modeling, Teamwork, Access, Financial Reporting, Strategic Planning, Process Improvement
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science in Information Systems (MSIS), Management Information Systems and Services, 3.9 / 4.0
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree in Business, Finance and Technology Management, 3.6 / 4.0
Bank of America June 2012 - August 2012
Skills
Financial Analysis, Finance, Research, Corporate Finance, Microsoft Excel, Business Analysis, Data Analysis, Financial Modeling, Teamwork, Access, Financial Reporting, Strategic Planning, Process Improvement
Education
Indiana University - Kelley School of Business 2012 — 2013
Master of Science in Information Systems (MSIS), Management Information Systems and Services, 3.9 / 4.0
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree in Business, Finance and Technology Management, 3.6 / 4.0
Shalinder Dadoo's Bank of America Experience July 2011 - June 2014
Job Senior Consultant
Industry Management Consulting
Experience
BlueLine Associates June 2014 - Present
Bank of America July 2011 - June 2014
HSBC 2009 - May 2011
HSBC 2006 - 2009
HSBC January 2003 - December 2006
Household International January 2002 - December 2003
Household International July 2000 - December 2001
Ernst & Young 2000 - 2000
Renaissance 1997 - 2000
Charles Schwab 1996 - 1997
Skills
Change Management, Process Improvement, Six Sigma, Data Analysis, Program Management, Business Transformation, PMO, Project Management, Business Process..., Business Process..., Management Consulting, Business Analysis, Risk Management, Forecasting, Strategy, Analytics, Management, Credit Risk, Financial Analysis, Leadership, Financial Services, Strategic Planning, Analysis, Banking, Finance, Employee Training, Credit, Financial Reporting, Mortgage Lending, Financial Risk, Marketing, Training & Development, Compliance, Executive Management, Portfolio Management, Business Strategy, Training, Pharmaceutical Industry, Leadership Development, PMP, Certified Business..., ITIL, Relationship Management, Consulting, Vendor Management, Cross-functional Team..., Financial Modeling, Sales
Education
Indiana University - Kelley School of Business 1997 — 2000
Masters
Valparaiso University 1992 — 1995
BS
DMA
Bachelor of Business Administration (B.B.A.)
BlueLine Associates June 2014 - Present
Bank of America July 2011 - June 2014
HSBC 2009 - May 2011
HSBC 2006 - 2009
HSBC January 2003 - December 2006
Household International January 2002 - December 2003
Household International July 2000 - December 2001
Ernst & Young 2000 - 2000
Renaissance 1997 - 2000
Charles Schwab 1996 - 1997
Skills
Change Management, Process Improvement, Six Sigma, Data Analysis, Program Management, Business Transformation, PMO, Project Management, Business Process..., Business Process..., Management Consulting, Business Analysis, Risk Management, Forecasting, Strategy, Analytics, Management, Credit Risk, Financial Analysis, Leadership, Financial Services, Strategic Planning, Analysis, Banking, Finance, Employee Training, Credit, Financial Reporting, Mortgage Lending, Financial Risk, Marketing, Training & Development, Compliance, Executive Management, Portfolio Management, Business Strategy, Training, Pharmaceutical Industry, Leadership Development, PMP, Certified Business..., ITIL, Relationship Management, Consulting, Vendor Management, Cross-functional Team..., Financial Modeling, Sales
Education
Indiana University - Kelley School of Business 1997 — 2000
Masters
Valparaiso University 1992 — 1995
BS
DMA
Bachelor of Business Administration (B.B.A.)
E. Ronald Johnson E. Ronald Johnson's Bank of America Experience January 2013 - Present
Job Global Procurement Services Executive, Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2013 - Present
Bank of America October 2009 - January 2013
Bank of America March 2005 - October 2009
Bank of America September 2000 - March 2005
Bank of America June 1984 - September 2000
Skills
Leadership, Logistics, Supply Chain Management, Vendor Management, Contract Negotiation, Banking, Strategic Sourcing, Strategy, Change Management, Process Improvement, Outsourcing, Negotiation, Cross-functional Team..., Risk Management, Sourcing, CRM, Procurement, Management, Business Process, Mergers & Acquisitions, Team Building, Budgets, Governance, Recruiting, Enterprise Software, Business Process..., Consulting, Financial Services, Business Analysis, Portfolio Management, Program Management, Project Portfolio..., SDLC, IT Strategy
Education
University of South Carolina-Columbia 1982 — 1984
MBA, Information Technology
Indiana University - Kelley School of Business 1978 — 1982
BS, Business - Operations & Systems Management
Bank of America January 2013 - Present
Bank of America October 2009 - January 2013
Bank of America March 2005 - October 2009
Bank of America September 2000 - March 2005
Bank of America June 1984 - September 2000
Skills
Leadership, Logistics, Supply Chain Management, Vendor Management, Contract Negotiation, Banking, Strategic Sourcing, Strategy, Change Management, Process Improvement, Outsourcing, Negotiation, Cross-functional Team..., Risk Management, Sourcing, CRM, Procurement, Management, Business Process, Mergers & Acquisitions, Team Building, Budgets, Governance, Recruiting, Enterprise Software, Business Process..., Consulting, Financial Services, Business Analysis, Portfolio Management, Program Management, Project Portfolio..., SDLC, IT Strategy
Education
University of South Carolina-Columbia 1982 — 1984
MBA, Information Technology
Indiana University - Kelley School of Business 1978 — 1982
BS, Business - Operations & Systems Management
Patrick St Clair's Bank of America Experience March 2014 - Present
Job Analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America August 2012 - March 2014
Ulta June 2011 - August 2011
Skills
Word, Excel, PowerPoint, Microsoft Excel
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance
Bank of America March 2014 - Present
Bank of America August 2012 - March 2014
Ulta June 2011 - August 2011
Skills
Word, Excel, PowerPoint, Microsoft Excel
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Finance
David Dura, MBA David Dura, MBA's Bank of America Experience June 2001 - November 2004
Job Senior Management Consultant at Accenture
Industry Financial Services
Experience
Accenture November 2010 - Present
PwC November 2004 - October 2010
Bank of America June 2001 - November 2004
Skills
Bloomberg, Private Equity, Trading, Financial Services, Financial Analysis, Hedge Funds, Alternative Investments, Business Process Design, Fixed Income, Derivatives, Capital Markets, Equities, Analytics, Options, Finance, Management, Management Consulting, Strategic Planning, Business Analysis, Business Process..., Process Improvement, Strategy, Project Management, Consulting, Program Management, Integration, Risk Management, Business Process, Business Strategy, Financial Modeling, SDLC, Analysis, Change Management
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Management, Strategy
Indiana University - Kelley School of Business 1994 — 1998
BS, Accounting & Finance
Villanova University
Six Sigma Green Belt Certificate
Accenture November 2010 - Present
PwC November 2004 - October 2010
Bank of America June 2001 - November 2004
Skills
Bloomberg, Private Equity, Trading, Financial Services, Financial Analysis, Hedge Funds, Alternative Investments, Business Process Design, Fixed Income, Derivatives, Capital Markets, Equities, Analytics, Options, Finance, Management, Management Consulting, Strategic Planning, Business Analysis, Business Process..., Process Improvement, Strategy, Project Management, Consulting, Program Management, Integration, Risk Management, Business Process, Business Strategy, Financial Modeling, SDLC, Analysis, Change Management
Education
Quinlan School of Business, Loyola University Chicago 2008 — 2010
MBA, Management, Strategy
Indiana University - Kelley School of Business 1994 — 1998
BS, Accounting & Finance
Villanova University
Six Sigma Green Belt Certificate
Lynn Graham's Bank of America Experience March 2004 - December 2007
Job Mortgage Loan Officer at Wisconsin Wholesale Mortgage
Industry Financial Services
Experience
Wisconsin Wholesale Mortgage April 2009 - Present
Chase Home Finance January 2008 - March 2009
Bank of America March 2004 - December 2007
Countrywide Home Lending October 1998 - March 2004
Skills
Customer Service, Mortgage Lending, New Home Purchase, Refinance, Conventional home..., FHA home financing, VA home financing, 1st time HomeBuyers, Mortgage Underwriting, Credit Analysis, Loan Origination, Finance, Mortgage Banking, First Time Home Buyers
Education
Indiana University Bloomington 1979 — 1983
"BA", Marketing / Advertising
IHM High School - Westchester, Illinois 1975 — 1979
Diploma, General Curriculum
Wisconsin Wholesale Mortgage April 2009 - Present
Chase Home Finance January 2008 - March 2009
Bank of America March 2004 - December 2007
Countrywide Home Lending October 1998 - March 2004
Skills
Customer Service, Mortgage Lending, New Home Purchase, Refinance, Conventional home..., FHA home financing, VA home financing, 1st time HomeBuyers, Mortgage Underwriting, Credit Analysis, Loan Origination, Finance, Mortgage Banking, First Time Home Buyers
Education
Indiana University Bloomington 1979 — 1983
"BA", Marketing / Advertising
IHM High School - Westchester, Illinois 1975 — 1979
Diploma, General Curriculum
Murad Fakhouri Murad Fakhouri's Bank of America Experience August 2006 - Present
Job Bank of America
Industry Financial Services
Experience
Bank of America August 2006 - Present
Skills
Banking, Capital Markets, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Investments, Mortgage Lending, Portfolio Management, Risk Management, Fixed Income, Strategy
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance Concentration
University of North Carolina at Asheville 1995 — 1999
BS, Business and Marketing
Bank of America August 2006 - Present
Skills
Banking, Capital Markets, Credit, Credit Analysis, Credit Risk, Financial Analysis, Financial Modeling, Investments, Mortgage Lending, Portfolio Management, Risk Management, Fixed Income, Strategy
Education
Indiana University - Kelley School of Business 2001 — 2003
MBA, Finance Concentration
University of North Carolina at Asheville 1995 — 1999
BS, Business and Marketing
Sean Hunt's Bank of America Experience August 1995 - August 1999
Job Chief Financial Officer at Total Home Health
Industry Investment Banking
Experience
Total Home Health April 2014 - Present
Seneca Partners December 2012 - March 2014
West Monroe Partners November 2011 - September 2012
Seneca Partners January 2010 - October 2011
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young June 2004 - December 2004
Banc of America Securities August 1999 - February 2002
Bank of America August 1995 - August 1999
Education
Indiana University - Kelley School of Business 1991 — 1995
B.S., Business Economics & Public Policy
Total Home Health April 2014 - Present
Seneca Partners December 2012 - March 2014
West Monroe Partners November 2011 - September 2012
Seneca Partners January 2010 - October 2011
Macquarie Capital April 2007 - December 2008
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young June 2004 - December 2004
Banc of America Securities August 1999 - February 2002
Bank of America August 1995 - August 1999
Education
Indiana University - Kelley School of Business 1991 — 1995
B.S., Business Economics & Public Policy
David Byrne's Bank of America Experience February 2009 - Present
Job SVP, Global Business Services and Operations
Industry Banking
Experience
Freedom Firm January 2014 - Present
Bank of America February 2009 - Present
Bank of America Continuum Solutions Pvt Ltd 2007 - 2009
Bank of America 1997 - 2007
Skills
Vendor Management, Outsourcing, Strategy, Product Management, Process Improvement, Cross-functional Team..., Leadership, Change Management, Management, Talent Acquisition, Business Process..., BPO, Credit, Risk Management, Six Sigma, Start-ups, Transition Management, Business Development, Banking, Operations Management, Project Management, Mergers & Acquisitions, Strategic Planning, Business Transformation, Finance, Financial Services, CRM, Executive Management, Business Process, Business Analysis, Program Management, Relationship Management, Call Centers, Sales
Education
Indiana University Bloomington 1981 — 1983
M.B.A., Finance
Indiana University Bloomington 1973 — 1978
Bachelor's degree, Chemistry
Bloomington High School
Freedom Firm January 2014 - Present
Bank of America February 2009 - Present
Bank of America Continuum Solutions Pvt Ltd 2007 - 2009
Bank of America 1997 - 2007
Skills
Vendor Management, Outsourcing, Strategy, Product Management, Process Improvement, Cross-functional Team..., Leadership, Change Management, Management, Talent Acquisition, Business Process..., BPO, Credit, Risk Management, Six Sigma, Start-ups, Transition Management, Business Development, Banking, Operations Management, Project Management, Mergers & Acquisitions, Strategic Planning, Business Transformation, Finance, Financial Services, CRM, Executive Management, Business Process, Business Analysis, Program Management, Relationship Management, Call Centers, Sales
Education
Indiana University Bloomington 1981 — 1983
M.B.A., Finance
Indiana University Bloomington 1973 — 1978
Bachelor's degree, Chemistry
Bloomington High School
Michael DiCaro's Bank of America Experience April 2010 - August 2010
Job Investments at GLP
Industry Real Estate
Experience
Global Logistic Properties (GLP) January 2014 - Present
PwC May 2011 - December 2013
Bank of America April 2010 - August 2010
Pro Capital Ltd July 2009 - August 2009
Northwest Community Hospital March 2007 - June 2009
Synergistic Financial January 2007 - June 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Office, Finance, Accounting, Data Analysis, Microsoft Word, Financial Modeling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance, Entrepreneurship & Corporate Innovation
Prospect High School 2003 — 2007
High School Diploma, General
Global Logistic Properties (GLP) January 2014 - Present
PwC May 2011 - December 2013
Bank of America April 2010 - August 2010
Pro Capital Ltd July 2009 - August 2009
Northwest Community Hospital March 2007 - June 2009
Synergistic Financial January 2007 - June 2007
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Access, Microsoft Office, Finance, Accounting, Data Analysis, Microsoft Word, Financial Modeling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Finance, Entrepreneurship & Corporate Innovation
Prospect High School 2003 — 2007
High School Diploma, General
Paul Denesuk's Bank of America Experience January 1988 - January 1991
Job Banking and Finance Professional
Industry Financial Services
Experience
Lake Federal Bank April 2012 - April 2015
PHH Home Loans/ Coldwell Banker Home Loans July 2011 - November 2011
2004 to 2011 Mortgage Professional Group, Inc July 2004 - August 2011
Sebring Capital Corporation January 1999 - January 2004
NCS Mortgage Services January 1998 - January 1999
Bank United of Texas January 1996 - January 1998
United Companies Lending Corporation January 1991 - January 1996
Bank of America January 1988 - January 1991
Huntington Bank January 1987 - January 1988
Barnett Bank January 1982 - January 1987
Education
Indiana University - Kelley School of Business 1973 — 1977
B.S., Marketing
Indiana University Bloomington 1973 — 1977
B.S., Business
Indiana University
B.S, Marketing
Lake Federal Bank April 2012 - April 2015
PHH Home Loans/ Coldwell Banker Home Loans July 2011 - November 2011
2004 to 2011 Mortgage Professional Group, Inc July 2004 - August 2011
Sebring Capital Corporation January 1999 - January 2004
NCS Mortgage Services January 1998 - January 1999
Bank United of Texas January 1996 - January 1998
United Companies Lending Corporation January 1991 - January 1996
Bank of America January 1988 - January 1991
Huntington Bank January 1987 - January 1988
Barnett Bank January 1982 - January 1987
Education
Indiana University - Kelley School of Business 1973 — 1977
B.S., Marketing
Indiana University Bloomington 1973 — 1977
B.S., Business
Indiana University
B.S, Marketing
James Crowder's Bank of America Experience June 2010 - November 2011
Job Director at Alden Torch Financial
Industry Real Estate
Experience
Alden Torch Financial November 2011 - Present
Bank of America June 2010 - November 2011
Edward Rose Companies May 2009 - August 2009
The Village Deli January 2006 - February 2007
Crowder Development, LLC September 2004 - August 2005
Skills
Contract Management, Marketing, Cost Benefit, Database Administration, Microsoft Technologies, Swedish, Norwegian, Valuation, Banking, Non-profits, Real Estate Economics, Asset Managment, Commercial Real Estate, Mergers & Acquisitions, Asset Management, Construction, Credit, Disposition, Management, Affordable Housing, Real Estate Transactions, Portfolio Management, Leases, Investments, Location Intelligence, Corporate Real Estate, Due Diligence, Real Estate Development, Loans, Real Estate, Property Management, Investment Properties, Apartments, Nonprofits, Real Estate Financing, Tax Credits, LIHTC, Financial Analysis, Market Research, Underwriting, Financial Modeling, Acquisitions, Finance, Private Equity, Market Analysis, HUD
Education
Indiana University - Kelley School of Business 2007 — 2010
Bachelor of Science, Business; Finance-Real Estate
Alden Torch Financial November 2011 - Present
Bank of America June 2010 - November 2011
Edward Rose Companies May 2009 - August 2009
The Village Deli January 2006 - February 2007
Crowder Development, LLC September 2004 - August 2005
Skills
Contract Management, Marketing, Cost Benefit, Database Administration, Microsoft Technologies, Swedish, Norwegian, Valuation, Banking, Non-profits, Real Estate Economics, Asset Managment, Commercial Real Estate, Mergers & Acquisitions, Asset Management, Construction, Credit, Disposition, Management, Affordable Housing, Real Estate Transactions, Portfolio Management, Leases, Investments, Location Intelligence, Corporate Real Estate, Due Diligence, Real Estate Development, Loans, Real Estate, Property Management, Investment Properties, Apartments, Nonprofits, Real Estate Financing, Tax Credits, LIHTC, Financial Analysis, Market Research, Underwriting, Financial Modeling, Acquisitions, Finance, Private Equity, Market Analysis, HUD
Education
Indiana University - Kelley School of Business 2007 — 2010
Bachelor of Science, Business; Finance-Real Estate
Brian Brent's Bank of America Experience November 2006 - October 2010
Job Mortgage Loan Originator at PrimeLending NMLS# 368334
Industry Real Estate
Experience
PrimeLending October 2010 - Present
Bank of America November 2006 - October 2010
Fifth Third Bank July 2002 - November 2006
Skills
FHA, Refinance, USDA, Mortgage Lending, Real Estate Transactions, VA loans, Mortgage Banking, REO, Sellers, Loans, Residential Homes, Real Estate, Residential Mortgages, Loan Origination, FHA financing, Construction Loans, FHA Financing, Government Loans, VA Loans, Certified Mortgage...
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (BS), Finance
PrimeLending October 2010 - Present
Bank of America November 2006 - October 2010
Fifth Third Bank July 2002 - November 2006
Skills
FHA, Refinance, USDA, Mortgage Lending, Real Estate Transactions, VA loans, Mortgage Banking, REO, Sellers, Loans, Residential Homes, Real Estate, Residential Mortgages, Loan Origination, FHA financing, Construction Loans, FHA Financing, Government Loans, VA Loans, Certified Mortgage...
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science (BS), Finance
Kevin Gilmore's Bank of America Experience June 2013 - August 2013
Job Associate, Transactions and Restructuring
Industry Accounting
Experience
KPMG US August 2014 - Present
KPMG US January 2014 - Present
Indiana University August 2011 - Present
Bank of America June 2013 - August 2013
KPMG US June 2012 - August 2012
National Association of Black Accountants April 2011 - August 2011
Gary Freedom School June 2010 - August 2010
Methodist Hospitals Northlake June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Event Planning, Social Media, Customer Service, Microsoft Word, Teamwork, Access, Teaching, Recruiting, Change Management, Market Research, Event Management, Leadership, Editing, Social Media Marketing, Project Planning, Outlook, Financial Analysis, Financial Accounting, Blogging, Time Management, Employee Relations, Social Networking, Project Management, Team Management, Advertising, Auditing, Accounting, Leadership Development, SPSS, Program Management, SAP, Management, Process Improvement, Sales, Budgets, Organizational..., Team Leadership, Marketing, Windows, Financial Modeling, Fundraising, Data Entry, Financial Reporting, Strategic Planning, Community Outreach, Retail
Education
Indiana University 2009 — 2013
Bachelor of Science, Accounting and Marketing
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Marketing
KPMG US August 2014 - Present
KPMG US January 2014 - Present
Indiana University August 2011 - Present
Bank of America June 2013 - August 2013
KPMG US June 2012 - August 2012
National Association of Black Accountants April 2011 - August 2011
Gary Freedom School June 2010 - August 2010
Methodist Hospitals Northlake June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Event Planning, Social Media, Customer Service, Microsoft Word, Teamwork, Access, Teaching, Recruiting, Change Management, Market Research, Event Management, Leadership, Editing, Social Media Marketing, Project Planning, Outlook, Financial Analysis, Financial Accounting, Blogging, Time Management, Employee Relations, Social Networking, Project Management, Team Management, Advertising, Auditing, Accounting, Leadership Development, SPSS, Program Management, SAP, Management, Process Improvement, Sales, Budgets, Organizational..., Team Leadership, Marketing, Windows, Financial Modeling, Fundraising, Data Entry, Financial Reporting, Strategic Planning, Community Outreach, Retail
Education
Indiana University 2009 — 2013
Bachelor of Science, Accounting and Marketing
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Accounting and Marketing
Mammoud Falaki.PhD's Bank of America Experience 1997 - 2000
Job Chief Technology Officer ,Digital Strategy, Enterprise Architecture ,Hyper Cloud Based Delivery& Data Analytics
Industry Information Technology and Services
Experience
PSCU June 2012 - Present
Cisco Systems January 2009 - May 2012
Kaiser Permanente 2008 - 2008
Nationwide Insurance 2005 - 2007
JPMorgan Chase Bank 2002 - 2005
Identix (Bio Metric Security ) 2001 - 2002
12 Enterpre 2000 - 2001
Bank of America 1997 - 2000
Full Professor (Computer Information Systems) August 1986 - 1995
Skills
Enterprise Architecture, Cloud Computing, SaaS, SDLC, SOA, Agile Methodologies, Cross-functional Team..., Program Management, Product Development, Data Warehousing, Software Engineering, Team Building, Big Data, Technology Integration, Operations Management, Strategic Leadership, IT Outsourcing, Change Management, Virtualization, Middleware, Social Networking, Business Transformation, Service Delivery, Information Management, Technology..., Portfolio Optimization, Internet, Process Engineering, Enterprise Content..., Customer Experience, TOGAF, ITIL Standard, KPI & TCO Measurements, Product Design &..., Agile, Organizational..., Data Analysis, Technology Development, Security Management, Internet Infrastructure, High Performance Teams, PeopleSoft CRM, Execution Skills, Software Development..., Performance Metrics, Product Life Cycle..., Shared Services..., Collaborative, Change Leadership, Mobile Applications
Education
The Ohio State University 1979 — 1983
Ph.D
Indiana University Bloomington 1975 — 1978
MS, ST
PSCU June 2012 - Present
Cisco Systems January 2009 - May 2012
Kaiser Permanente 2008 - 2008
Nationwide Insurance 2005 - 2007
JPMorgan Chase Bank 2002 - 2005
Identix (Bio Metric Security ) 2001 - 2002
12 Enterpre 2000 - 2001
Bank of America 1997 - 2000
Full Professor (Computer Information Systems) August 1986 - 1995
Skills
Enterprise Architecture, Cloud Computing, SaaS, SDLC, SOA, Agile Methodologies, Cross-functional Team..., Program Management, Product Development, Data Warehousing, Software Engineering, Team Building, Big Data, Technology Integration, Operations Management, Strategic Leadership, IT Outsourcing, Change Management, Virtualization, Middleware, Social Networking, Business Transformation, Service Delivery, Information Management, Technology..., Portfolio Optimization, Internet, Process Engineering, Enterprise Content..., Customer Experience, TOGAF, ITIL Standard, KPI & TCO Measurements, Product Design &..., Agile, Organizational..., Data Analysis, Technology Development, Security Management, Internet Infrastructure, High Performance Teams, PeopleSoft CRM, Execution Skills, Software Development..., Performance Metrics, Product Life Cycle..., Shared Services..., Collaborative, Change Leadership, Mobile Applications
Education
The Ohio State University 1979 — 1983
Ph.D
Indiana University Bloomington 1975 — 1978
MS, ST
Claudia White's Bank of America Experience September 2002 - February 2004
Job President at Sociedad Amigos De Colombia SADCO / Nonprofit Management Certificate Candidate
Industry Environmental Services
Experience
Sociedad Amigos De Colombia July 2015 - Present
Heritage Interactive Services April 2012 - September 2014
Fifth Third Bank 2005 - 2005
US Bank May 2004 - December 2004
Bank of America September 2002 - February 2004
MBNA Marketing Systems Inc January 2002 - September 2002
Skills
Bilingual-Spanish, Financial Analysis, Invoicing, Leadership, Customer Service, Microsoft Excel, Financial Modeling, Microsoft Word, Team Leadership, Contract Negotiation, Analysis, Budgets, Project Management, Program Management, Process Improvement, Strategic Planning, Microsoft Office
Education
IUPUI - School of Public and Environmental Affairs 2015 — 2016
Nonprofit Management Certificate
Indiana University - Kelley School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General
Sociedad Amigos De Colombia July 2015 - Present
Heritage Interactive Services April 2012 - September 2014
Fifth Third Bank 2005 - 2005
US Bank May 2004 - December 2004
Bank of America September 2002 - February 2004
MBNA Marketing Systems Inc January 2002 - September 2002
Skills
Bilingual-Spanish, Financial Analysis, Invoicing, Leadership, Customer Service, Microsoft Excel, Financial Modeling, Microsoft Word, Team Leadership, Contract Negotiation, Analysis, Budgets, Project Management, Program Management, Process Improvement, Strategic Planning, Microsoft Office
Education
IUPUI - School of Public and Environmental Affairs 2015 — 2016
Nonprofit Management Certificate
Indiana University - Kelley School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General
Justin Krachmalnick's Bank of America Experience June 2010 - August 2010
Job Staff Accountant at Massie, Fudemberg, Goldberg LLC
Industry Accounting
Experience
Massie, Fudemberg, Goldberg, LLC May 2011 - Present
Kelley School of Business August 2008 - May 2011
Bank of America June 2010 - August 2010
Massie, Fudemberg, Goldberg, LLC May 2009 - August 2009
Skills
Auditing, Financial Analysis, Financial Statements, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Social Media
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelors, Accounting and Finance
Massie, Fudemberg, Goldberg, LLC May 2011 - Present
Kelley School of Business August 2008 - May 2011
Bank of America June 2010 - August 2010
Massie, Fudemberg, Goldberg, LLC May 2009 - August 2009
Skills
Auditing, Financial Analysis, Financial Statements, Finance, Microsoft Excel, Microsoft Office, PowerPoint, Social Media
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelors, Accounting and Finance
Pankti Desai's Bank of America Experience July 2013 - Present
Job Director, CertICM, Global Treasury & Liquidity Sales at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America June 2009 - June 2013
Bank of America March 2007 - June 2009
Bank of America May 2006 - February 2007
Skills
Cash Management, Treasury Management, Treasury Services, Relationship Management, Liquidity Management, Commercial Banking, Treasury, Banking, Payments, Banking Relationships, Financial Transactions, Working Capital..., Financial Institutions
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelors, Finance, Marketing
Bank of America July 2013 - Present
Bank of America June 2009 - June 2013
Bank of America March 2007 - June 2009
Bank of America May 2006 - February 2007
Skills
Cash Management, Treasury Management, Treasury Services, Relationship Management, Liquidity Management, Commercial Banking, Treasury, Banking, Payments, Banking Relationships, Financial Transactions, Working Capital..., Financial Institutions
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelors, Finance, Marketing
Kevin Conroy Kevin Conroy's Bank of America Experience June 2011 - August 2011
Job Derivatives Trader at Orion Resource Partners (USA) LP
Industry Financial Services
Experience
Orion Resource Partners (USA) LP April 2015 - Present
Citi May 2014 - April 2015
Citi July 2012 - May 2014
Bank of America June 2011 - August 2011
United States Air Force September 2006 - September 2010
United States Air Force June 2005 - September 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Military Experience, MBA, FINRA Series 7, FINRA Series 63, FINRA Series 3, FINRA Series 55, CFA Level II Candidate, Passed CFA Level I, Active Top Secret..., Portfolio Performance..., Credit Derivatives, Interest Rate..., Futures
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Focus in: Financial Instruments and Markets, Global Business
Indiana University - Kelley School of Business 2008 — 2010
Master of Science (M.Sc.), Finance, Focus in Valuation
United States Air Force Academy 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Loyola School 1997 — 2001
Orion Resource Partners (USA) LP April 2015 - Present
Citi May 2014 - April 2015
Citi July 2012 - May 2014
Bank of America June 2011 - August 2011
United States Air Force September 2006 - September 2010
United States Air Force June 2005 - September 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Military Experience, MBA, FINRA Series 7, FINRA Series 63, FINRA Series 3, FINRA Series 55, CFA Level II Candidate, Passed CFA Level I, Active Top Secret..., Portfolio Performance..., Credit Derivatives, Interest Rate..., Futures
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Focus in: Financial Instruments and Markets, Global Business
Indiana University - Kelley School of Business 2008 — 2010
Master of Science (M.Sc.), Finance, Focus in Valuation
United States Air Force Academy 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
Loyola School 1997 — 2001
Skip Winnebald Skip Winnebald's Bank of America Experience November 2010 - Present
Job VP, Consumer Product Strategy Manager
Industry Banking
Experience
Bank of America November 2010 - Present
VaultWare February 2010 - August 2010
Metropolitan Life, Inc May 2008 - July 2009
EverBank Reverse Mortgage February 2007 - May 2008
BNY Mortgage Co, a subsidiary of The Bank of New York March 2004 - February 2007
EverHome Mortgage Company February 2002 - May 2004
OnePipeline.com April 1999 - February 2002
Hill's Pet Nutrition, a subsidiary of Colgate-Palmolive June 1997 - March 1999
Hill's Pet Nutrition, a subsidiary of Colgate-Palmolive May 1995 - June 1997
Everen T. Brown Advertising, Inc November 1993 - May 1995
Skills
Business Analysis, Project Management, PMP, Analysis, Software Project..., Agile Project Management, SDLC, Vendor Management, Agile Methodologies, Cloud Computing, Salesforce.com, Software Development, Microsoft SQL Server, Data Analysis, Data Modeling, Graphic Design, Reverse Mortgages, Mortgage Servicing, jQuery UI, VBA, Technical Presentations, SaaS, Databases, SharePoint, CRM, Management
Education
Society of Certified Senior Advisors 2003 — 2007
CSA, Certified Senior Advisor
University of Phoenix 1994 — 2001
MBA, Business Information Science
Indiana University - Kelley School of Business 1989 — 1993
BA, Sales/Marketing AND Finance
Project Management Institue
PMP, Project Management
Bank of America November 2010 - Present
VaultWare February 2010 - August 2010
Metropolitan Life, Inc May 2008 - July 2009
EverBank Reverse Mortgage February 2007 - May 2008
BNY Mortgage Co, a subsidiary of The Bank of New York March 2004 - February 2007
EverHome Mortgage Company February 2002 - May 2004
OnePipeline.com April 1999 - February 2002
Hill's Pet Nutrition, a subsidiary of Colgate-Palmolive June 1997 - March 1999
Hill's Pet Nutrition, a subsidiary of Colgate-Palmolive May 1995 - June 1997
Everen T. Brown Advertising, Inc November 1993 - May 1995
Skills
Business Analysis, Project Management, PMP, Analysis, Software Project..., Agile Project Management, SDLC, Vendor Management, Agile Methodologies, Cloud Computing, Salesforce.com, Software Development, Microsoft SQL Server, Data Analysis, Data Modeling, Graphic Design, Reverse Mortgages, Mortgage Servicing, jQuery UI, VBA, Technical Presentations, SaaS, Databases, SharePoint, CRM, Management
Education
Society of Certified Senior Advisors 2003 — 2007
CSA, Certified Senior Advisor
University of Phoenix 1994 — 2001
MBA, Business Information Science
Indiana University - Kelley School of Business 1989 — 1993
BA, Sales/Marketing AND Finance
Project Management Institue
PMP, Project Management
Razwan Ahmed's Bank of America Experience June 2013 - Present
Job Vice President Consumer Banking Technology Apps at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2013 - Present
SunTrust July 2010 - January 2013
Frost Bank February 2009 - March 2010
National City Bank August 2007 - February 2009
ARGO Data Resource Corporation January 2005 - July 2007
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, SQL, Microsoft SQL Server, Vendor Management, Software Project..., Software Development, Requirements Gathering, Argo, Team Leadership, Applications..., Integration
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
Bachelor’s Degree, Management Information Systems, General
Bank of America June 2013 - Present
SunTrust July 2010 - January 2013
Frost Bank February 2009 - March 2010
National City Bank August 2007 - February 2009
ARGO Data Resource Corporation January 2005 - July 2007
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, SQL, Microsoft SQL Server, Vendor Management, Software Project..., Software Development, Requirements Gathering, Argo, Team Leadership, Applications..., Integration
Education
Indiana University - Kelley School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2000 — 2004
Bachelor’s Degree, Management Information Systems, General
Steve Bright Steve Bright's Bank of America Experience May 2004 - March 2006
Job Financial Analyst at Office of Financial Research, US Treasury
Industry Investment Management
Experience
US Treasury January 2014 - Present
Wells Fargo Bank November 2006 - January 2014
US Army November 2009 - July 2013
Signature Homes May 2006 - November 2006
Bank of America May 2004 - March 2006
JPMorgan May 1998 - May 2003
Skills
Equities, Portfolio Management, Equity Research, Investments, Fixed Income, Trading, Financial Modeling, Financial Analysis, Asset Managment, Valuation, Bloomberg, Capital Markets, Research, Corporate Finance, Risk Management, Securities, Hedge Funds, Analysis, Asset Management, Forecasting, Asset Allocation, Series 7, Finance, Mutual Funds
Education
Indiana University - Kelley School of Business 2012 — 2015
MBA, MsFinance, Finance
The Ohio State University - The Max M. Fisher College of Business 2003 — 2004
Masters of Accounting, Financial Accounting
The University of Texas at San Antonio 1990 — 1993
BA, Finance, Accounting
CFA Institute
Completed Level 1 CFA
SHAPE
US Treasury January 2014 - Present
Wells Fargo Bank November 2006 - January 2014
US Army November 2009 - July 2013
Signature Homes May 2006 - November 2006
Bank of America May 2004 - March 2006
JPMorgan May 1998 - May 2003
Skills
Equities, Portfolio Management, Equity Research, Investments, Fixed Income, Trading, Financial Modeling, Financial Analysis, Asset Managment, Valuation, Bloomberg, Capital Markets, Research, Corporate Finance, Risk Management, Securities, Hedge Funds, Analysis, Asset Management, Forecasting, Asset Allocation, Series 7, Finance, Mutual Funds
Education
Indiana University - Kelley School of Business 2012 — 2015
MBA, MsFinance, Finance
The Ohio State University - The Max M. Fisher College of Business 2003 — 2004
Masters of Accounting, Financial Accounting
The University of Texas at San Antonio 1990 — 1993
BA, Finance, Accounting
CFA Institute
Completed Level 1 CFA
SHAPE
Ashley Walsh's Bank of America Experience February 2015 - Present
Job Senior Operational Risk Consultant at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America July 2013 - Present
Bank of America June 2011 - July 2013
Oshkosh Defense January 2010 - June 2011
Bank of America June 2009 - August 2009
JP Morgan Chase February 2009 - June 2009
Oshkosh Defense May 2008 - December 2008
Purdue Employees Federal Credit Union June 2006 - May 2008
Skills
Leadership, Operations Management, Program Management, Banking, Marketing, Product Development, Training, Microsoft Excel, Process Improvement, Financial Analysis, Data Analysis, Customer Service, Project Management, Human Resources, Manufacturing, Lean Manufacturing, SharePoint, Continuous Improvement, Production Managment, Employee Engagement, Strategic Hiring, Six Sigma, 5S, Emerging Markets, International Business, Project Delivery
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship and International Business
Purdue University - Krannert School of Management 2005 — 2009
Bachelor, Management, Human Resource, Spanish
Bank of America February 2015 - Present
Bank of America July 2013 - Present
Bank of America June 2011 - July 2013
Oshkosh Defense January 2010 - June 2011
Bank of America June 2009 - August 2009
JP Morgan Chase February 2009 - June 2009
Oshkosh Defense May 2008 - December 2008
Purdue Employees Federal Credit Union June 2006 - May 2008
Skills
Leadership, Operations Management, Program Management, Banking, Marketing, Product Development, Training, Microsoft Excel, Process Improvement, Financial Analysis, Data Analysis, Customer Service, Project Management, Human Resources, Manufacturing, Lean Manufacturing, SharePoint, Continuous Improvement, Production Managment, Employee Engagement, Strategic Hiring, Six Sigma, 5S, Emerging Markets, International Business, Project Delivery
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship and International Business
Purdue University - Krannert School of Management 2005 — 2009
Bachelor, Management, Human Resource, Spanish
Hannah Kresser's Bank of America Experience June 2012 - August 2012
Job Senior Regulatory Compliance Risk Consultant Crowe Horwath LLP
Industry Financial Services
Experience
Crowe Horwath LLP September 2013 - Present
Bank of America June 2012 - August 2012
The Whitsett Group May 2011 - August 2011
Rubin Postaer & Associates May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Finance, Banking, Program Management, Financial Risk, Financial Services, Marketing, Spanish, Advertising, Risk Management, Capital Markets, Credit, Credit Analysis, Corporate Finance, Commercial Banking, Portfolio Management
Education
Indiana University - Kelley School of Business 2010 — 2013
Bachelor of Science (BS), Finance
Crowe Horwath LLP September 2013 - Present
Bank of America June 2012 - August 2012
The Whitsett Group May 2011 - August 2011
Rubin Postaer & Associates May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Finance, Banking, Program Management, Financial Risk, Financial Services, Marketing, Spanish, Advertising, Risk Management, Capital Markets, Credit, Credit Analysis, Corporate Finance, Commercial Banking, Portfolio Management
Education
Indiana University - Kelley School of Business 2010 — 2013
Bachelor of Science (BS), Finance
Justin A. Barr's Bank of America Experience 1997 - 1999
Job Banking Industry Expert / Veteran Bank Turnaround and Commercial Loan Workout Consultant / Expert Witness
Industry Banking
Experience
Loan Workout Advisers, LLC 2002 - Present
BankDATAWORKS.com, LLC 2011 - Present
Credit Agricole Indosuez 1999 - 2002
Bank of America 1997 - 1999
LaSalle National Bank 1995 - 1997
Skills
Due Diligence, Asset Based Lending, Real Estate Financing, Debt Restructuring, Commercial Lending, Credit Analysis, Construction Loans, Commercial Finance, Accounts Receivable..., Purchase Order Finance, Finance, Real Estate, Portfolio Management, Commercial Mortgages, Banking, Loans, Investment Properties, Real Estate Economics, Loan Origination, Credit, Small Business Lending, Funding, Mortgage Lending, Capital, Commercial Real Estate, Financial Structuring, Accounts Receivable
Education
Indiana University Bloomington 1988 — 1992
New Trier High School 1984 — 1988
Loan Workout Advisers, LLC 2002 - Present
BankDATAWORKS.com, LLC 2011 - Present
Credit Agricole Indosuez 1999 - 2002
Bank of America 1997 - 1999
LaSalle National Bank 1995 - 1997
Skills
Due Diligence, Asset Based Lending, Real Estate Financing, Debt Restructuring, Commercial Lending, Credit Analysis, Construction Loans, Commercial Finance, Accounts Receivable..., Purchase Order Finance, Finance, Real Estate, Portfolio Management, Commercial Mortgages, Banking, Loans, Investment Properties, Real Estate Economics, Loan Origination, Credit, Small Business Lending, Funding, Mortgage Lending, Capital, Commercial Real Estate, Financial Structuring, Accounts Receivable
Education
Indiana University Bloomington 1988 — 1992
New Trier High School 1984 — 1988
Matt Isaack Matt Isaack's Bank of America Experience April 2000 - July 2001
Job President, Metrics Energy Company, LLC
Industry Oil & Energy
Experience
Metrics Energy Company, LLC January 2004 - Present
Bank of America April 2000 - July 2001
IBM Credit Corporation February 1997 - January 1998
Deutsche Financial Services (division of Deutsche Bank) October 1989 - February 1997
Skills
Competitive Analysis, Due Diligence, Strategic Planning, Strategy, Market Research, Product Marketing, Financial Modeling, Marketing Management, Forecasting, Product Development, Cross-functional Team..., Contract Negotiation, Mergers & Acquisitions, Analytics, Financial Analysis, Management, Finance, Business Strategy, Leadership, Sales
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General; Marketing; Finance, 3.575 out of 4.0
West Virginia University 1981 — 1985
Bachelor's degree, Management Science
Metrics Energy Company, LLC January 2004 - Present
Bank of America April 2000 - July 2001
IBM Credit Corporation February 1997 - January 1998
Deutsche Financial Services (division of Deutsche Bank) October 1989 - February 1997
Skills
Competitive Analysis, Due Diligence, Strategic Planning, Strategy, Market Research, Product Marketing, Financial Modeling, Marketing Management, Forecasting, Product Development, Cross-functional Team..., Contract Negotiation, Mergers & Acquisitions, Analytics, Financial Analysis, Management, Finance, Business Strategy, Leadership, Sales
Education
Indiana University - Kelley School of Business 2001 — 2003
Master of Business Administration (MBA), Business Administration and Management, General; Marketing; Finance, 3.575 out of 4.0
West Virginia University 1981 — 1985
Bachelor's degree, Management Science
Jack Murakami Jack Murakami's Bank of America Experience May 2008 - June 2009
Job Senior Product Manager at Northern Trust
Industry Capital Markets
Experience
Northern Trust September 2013 - Present
Northern Trust June 2009 - September 2013
Bank of America May 2008 - June 2009
Breakwater Trading February 2005 - October 2007
Skills
Fixed Income, Derivatives, Portfolio Management, Bloomberg, Equities, Capital Markets, Trading, Hedge Funds, Options, Electronic Trading, Trading Systems, Securities, Financial Markets, Equity Derivatives, Bonds
Education
Indiana University - Kelley School of Business 2013 — 2016
Masters of Science, Accounting
Santa Clara University 1995 — 1999
BSC
Bishop O'Dowd High School
Northern Trust September 2013 - Present
Northern Trust June 2009 - September 2013
Bank of America May 2008 - June 2009
Breakwater Trading February 2005 - October 2007
Skills
Fixed Income, Derivatives, Portfolio Management, Bloomberg, Equities, Capital Markets, Trading, Hedge Funds, Options, Electronic Trading, Trading Systems, Securities, Financial Markets, Equity Derivatives, Bonds
Education
Indiana University - Kelley School of Business 2013 — 2016
Masters of Science, Accounting
Santa Clara University 1995 — 1999
BSC
Bishop O'Dowd High School
Peter DeLuca's Bank of America Experience February 2006 - March 2007
Job Associate at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton August 2012 - Present
Sears Holdings Corporation May 2011 - August 2011
Booz Allen Hamilton March 2009 - November 2010
Constellation Energy March 2007 - March 2009
Bank of America February 2006 - March 2007
Skills
Program Management, Financial Analysis, Government Contracting, Government Contracts, Project Finance, MBA, Proposal Support, Defense Contracting, Corporate Finance, Cost Management, Financial Modeling, PMP, Corporate Budgeting, Large Budget Management, Financial Forecasting, Business Analysis, Cross Functional..., Cross-functional Team..., Business Strategy, Strategy, Analysis, Valuation, Competitive Analysis, Business Process...
Education
Indiana University - Kelley School of Business 2010 — 2012
M.B.A. Full Time
Loyola University Maryland 2006 — 2008
Master of Science (M.S.), Finance
Loyola University Maryland 2001 — 2005
B.B.A., Business
St. Joseph's Preparatory School 1997 — 2001
Booz Allen Hamilton August 2012 - Present
Sears Holdings Corporation May 2011 - August 2011
Booz Allen Hamilton March 2009 - November 2010
Constellation Energy March 2007 - March 2009
Bank of America February 2006 - March 2007
Skills
Program Management, Financial Analysis, Government Contracting, Government Contracts, Project Finance, MBA, Proposal Support, Defense Contracting, Corporate Finance, Cost Management, Financial Modeling, PMP, Corporate Budgeting, Large Budget Management, Financial Forecasting, Business Analysis, Cross Functional..., Cross-functional Team..., Business Strategy, Strategy, Analysis, Valuation, Competitive Analysis, Business Process...
Education
Indiana University - Kelley School of Business 2010 — 2012
M.B.A. Full Time
Loyola University Maryland 2006 — 2008
Master of Science (M.S.), Finance
Loyola University Maryland 2001 — 2005
B.B.A., Business
St. Joseph's Preparatory School 1997 — 2001
Cory Grebe's Bank of America Experience July 2014 - March 2015
Job Treasury Sales Associate at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank July 2015 - Present
Bank of America July 2014 - March 2015
Bank of America July 2013 - July 2014
BROductive Solutions LLC August 2012 - May 2013
Grebe & Associates P.C May 2012 - August 2012
Bringing Environmental Affairs To Students (B.E.A.T.S.), Indiana University June 2011 - May 2012
First Trust Portfolios L.P. May 2011 - August 2011
Skills
Investments, Financial Analysis, Equities, Asset Managment, Financial Modeling, Bloomberg, Strategic Financial..., Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Leadership, Alternative Investments, Financial Planning, Accounting, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
BMO Harris Bank July 2015 - Present
Bank of America July 2014 - March 2015
Bank of America July 2013 - July 2014
BROductive Solutions LLC August 2012 - May 2013
Grebe & Associates P.C May 2012 - August 2012
Bringing Environmental Affairs To Students (B.E.A.T.S.), Indiana University June 2011 - May 2012
First Trust Portfolios L.P. May 2011 - August 2011
Skills
Investments, Financial Analysis, Equities, Asset Managment, Financial Modeling, Bloomberg, Strategic Financial..., Mutual Funds, Valuation, Portfolio Management, Investment Strategies, Finance, Asset Allocation, Leadership, Alternative Investments, Financial Planning, Accounting, Hedge Funds
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor's degree, Accounting and Finance
Darlene Hurt, MBA, GB's Bank of America Experience April 2011 - November 2012
Job Vice President, Change Management Director at EverBank
Industry Banking
Experience
EverBank August 2015 - Present
Florida Blue September 2013 - August 2015
Independent Consultant August 2013 - September 2013
Bank of America April 2011 - November 2012
Bank of America June 2009 - March 2011
Bank of America February 2007 - June 2009
Bank of America November 2003 - February 2007
Bank One / Banc One Mortgage October 1993 - November 2003
Skills
Operational Risk..., Risk Management, Risk Assessment, Risk Policy & Procedure..., Business Process..., Change Management, Sr. Portfolio/Program..., Quality Management, Quality Assurance, Global Management, Executive Management, Executive Level..., Six Sigma, Green Belt, Lean Transformation, Strategic Thinking, Strategic Planning, Program Financial..., Program Budgeting, Human Resource Planning, Resource Management, Training & Associate..., MS Project, Project Management, Project Engineering, Project Planning, Business Process Design, Business Process..., Business Process..., Software Project..., DMAIC, SDLC, Agile & Waterfall..., Mortgage Lending, Consumer Lending, Mortgage Underwriting..., Credit Analysis, Credit Risk, PowerPoint, Visio, Banking, Mortgage Banking, Loan Origination, Program Management, Financial Analysis, Retail Banking, Residential Mortgages, Governance, Credit, Cross-functional Team...
Education
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University Bloomington
Bachelor of Arts (BA), Economics
University of North Florida
Completed Six Sigma Lean Black Belt Training (project certification in process)
EverBank August 2015 - Present
Florida Blue September 2013 - August 2015
Independent Consultant August 2013 - September 2013
Bank of America April 2011 - November 2012
Bank of America June 2009 - March 2011
Bank of America February 2007 - June 2009
Bank of America November 2003 - February 2007
Bank One / Banc One Mortgage October 1993 - November 2003
Skills
Operational Risk..., Risk Management, Risk Assessment, Risk Policy & Procedure..., Business Process..., Change Management, Sr. Portfolio/Program..., Quality Management, Quality Assurance, Global Management, Executive Management, Executive Level..., Six Sigma, Green Belt, Lean Transformation, Strategic Thinking, Strategic Planning, Program Financial..., Program Budgeting, Human Resource Planning, Resource Management, Training & Associate..., MS Project, Project Management, Project Engineering, Project Planning, Business Process Design, Business Process..., Business Process..., Software Project..., DMAIC, SDLC, Agile & Waterfall..., Mortgage Lending, Consumer Lending, Mortgage Underwriting..., Credit Analysis, Credit Risk, PowerPoint, Visio, Banking, Mortgage Banking, Loan Origination, Program Management, Financial Analysis, Retail Banking, Residential Mortgages, Governance, Credit, Cross-functional Team...
Education
Indiana Wesleyan University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Indiana University Bloomington
Bachelor of Arts (BA), Economics
University of North Florida
Completed Six Sigma Lean Black Belt Training (project certification in process)
Jessica Glennon's Bank of America Experience May 2006 - August 2006
Job Consultant Delivery Leadership at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting July 2013 - Present
Ernst & Young 2007 - July 2013
Bank of America May 2006 - August 2006
Skills
Creative Problem Solving, International Business..., Analytical Writing, Attention To Detail, Team Leadership, Microsoft Office, Editing, Mortgage Banking, Vendor Management, Banking Operations, Strategy, Banking, Management, Core Banking, Leadership, Process Improvement, Risk Management, Financial Services, Financial Analysis, Mergers & Acquisitions, Budgets, Management Consulting, Business Process..., Consulting, Project Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science, Finance and Journalism
Benet Academy
Slalom Consulting July 2013 - Present
Ernst & Young 2007 - July 2013
Bank of America May 2006 - August 2006
Skills
Creative Problem Solving, International Business..., Analytical Writing, Attention To Detail, Team Leadership, Microsoft Office, Editing, Mortgage Banking, Vendor Management, Banking Operations, Strategy, Banking, Management, Core Banking, Leadership, Process Improvement, Risk Management, Financial Services, Financial Analysis, Mergers & Acquisitions, Budgets, Management Consulting, Business Process..., Consulting, Project Management
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science, Finance and Journalism
Benet Academy
Kim Fay Kim Fay's Bank of America Experience May 2010 - July 2010
Job Senior Financial Analyst at Bath & Body Works
Industry Retail
Experience
Bath & Body Works May 2014 - Present
L Brands June 2012 - May 2014
Kelley School of Business August 2010 - May 2012
Sears Holdings Corporation May 2011 - July 2011
Bank of America May 2010 - July 2010
LaSalle Bank/ Bank of America July 2007 - May 2010
Arthur J. Gallagher June 2006 - August 2006
Skills
Financial Reporting, Excel, PowerPoint, Word, Cash Management, Analysis, Strategic Planning, Microsoft Excel, Business Analysis, Banking, Finance, Data Analysis, Financial Modeling, Microsoft Word, Process Improvement
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Accounting and Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2012 — 2012
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Economics, Business
Bath & Body Works May 2014 - Present
L Brands June 2012 - May 2014
Kelley School of Business August 2010 - May 2012
Sears Holdings Corporation May 2011 - July 2011
Bank of America May 2010 - July 2010
LaSalle Bank/ Bank of America July 2007 - May 2010
Arthur J. Gallagher June 2006 - August 2006
Skills
Financial Reporting, Excel, PowerPoint, Word, Cash Management, Analysis, Strategic Planning, Microsoft Excel, Business Analysis, Banking, Finance, Data Analysis, Financial Modeling, Microsoft Word, Process Improvement
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Accounting and Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2012 — 2012
Master of Business Administration (MBA), International Business
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelors, Economics, Business
David Eagleton David Eagleton's Bank of America Experience June 2014 - Present
Job Portfolio Management Officer at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America February 2012 - June 2014
Indiana Daily Student May 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
College Works Painting February 2009 - October 2009
EAGLETON FOR SENATE May 2008 - August 2008
Skills
Team Leadership, Financial Analysis, Financial Modeling, Sales, Advertising, Finance, Microsoft Excel, PowerPoint, Spanish, Access, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Analysis, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2009 — 2011
Bachelor of Science, Finance, Entrepreneurship
Washington University in St. Louis 2007 — 2009
SLUH
Bank of America June 2014 - Present
Bank of America February 2012 - June 2014
Indiana Daily Student May 2010 - December 2011
Bank of America Merrill Lynch June 2011 - August 2011
College Works Painting February 2009 - October 2009
EAGLETON FOR SENATE May 2008 - August 2008
Skills
Team Leadership, Financial Analysis, Financial Modeling, Sales, Advertising, Finance, Microsoft Excel, PowerPoint, Spanish, Access, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Analysis, Marketing, Teamwork
Education
Indiana University - Kelley School of Business 2009 — 2011
Bachelor of Science, Finance, Entrepreneurship
Washington University in St. Louis 2007 — 2009
SLUH
David Crouch's Bank of America Experience June 1994 - November 1997
Job
Industry Venture Capital & Private Equity
Experience
Mid Oaks Investments LLC April 2007 - Present
BMO Capital Markets/Harris Nesbitt/Harris Bank November 1997 - April 2007
Bank of America June 1994 - November 1997
Chrysler July 1986 - August 1992
Skills
Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, New Business Development, Capital Structure, Deal Sourcing, Capital Raises, Banking, Business Development, Capital, Capital Raising, Corporate Development, Due Diligence, Equity Research, Financial Advisory, Financial Structuring, Investment Banking, LBO, M, Strategy, Venture Capital
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Finance/Strategic Management
University of Notre Dame 1982 — 1986
BSEE, Electrical Engineering
Bishop Byrne
Mid Oaks Investments LLC April 2007 - Present
BMO Capital Markets/Harris Nesbitt/Harris Bank November 1997 - April 2007
Bank of America June 1994 - November 1997
Chrysler July 1986 - August 1992
Skills
Private Equity, Corporate Finance, Investments, Financial Modeling, Valuation, New Business Development, Capital Structure, Deal Sourcing, Capital Raises, Banking, Business Development, Capital, Capital Raising, Corporate Development, Due Diligence, Equity Research, Financial Advisory, Financial Structuring, Investment Banking, LBO, M, Strategy, Venture Capital
Education
Indiana University - Kelley School of Business 1992 — 1994
MBA, Finance/Strategic Management
University of Notre Dame 1982 — 1986
BSEE, Electrical Engineering
Bishop Byrne
Aaron Lassanske, CFA, CAIA's Bank of America Experience September 2008 - April 2009
Job
Industry Investment Management
Experience
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
BlackRock September 2011 - Present
Merrill Lynch Global Wealth Management April 2009 - September 2011
Bank of America September 2008 - April 2009
Bank of America May 2004 - September 2008
Northern Trust Global Investments May 2003 - August 2003
Asset Consulting Group November 1999 - July 2002
Skills
Investments, Alternative Investments, Asset Allocation, Fixed Income, Hedge Funds, Equities, Investment Strategies, Investment Management, Series 7, Portfolio Management, Asset Managment, Mutual Funds, Financial Modeling, Equity Research
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Finance
Truman State University
BA, Business Administration (Finance/Economics)
David Barley's Bank of America Experience 2002 - 2009
Job Chief Executive Officer at National Ovarian Cancer Coalition
Industry Nonprofit Organization Management
Experience
National Ovarian Cancer Coalition 2010 - Present
Bank of America 2002 - 2009
Compaq Computer Corporation 1997 - 2001
Walt Disney Imagineering 1996 - 1997
United Technologies - Carrier Corporation 1992 - 1996
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business
Purdue University - Krannert School of Management
Master of Business Administration (MBA)
National Ovarian Cancer Coalition 2010 - Present
Bank of America 2002 - 2009
Compaq Computer Corporation 1997 - 2001
Walt Disney Imagineering 1996 - 1997
United Technologies - Carrier Corporation 1992 - 1996
Education
Indiana University - Kelley School of Business
Bachelor of Science in Business
Purdue University - Krannert School of Management
Master of Business Administration (MBA)
Kurt Whitsel's Bank of America Experience January 2011 - Present
Job
Industry Information Technology and Services
Experience
Bank of America January 2011 - Present
Meridian Consulting Services Charlottte NC March 2001 - Present
Bank of America November 2008 - December 2010
Wachovia Dealer Services 2007 - 2008
Empowered Benefits 2006 - 2007
WisdomTools September 1999 - June 2001
Skills
PHP, Subversion, Software Engineering, Programming, ASP, Business Analysis, Data Modeling, Software Project..., CMS, System Administration, SQL, AJAX, Websphere, jQuery, Requirements Analysis, ASP.NET, SharePoint, Microsoft SQL Server, XML, Agile Methodologies, Java, Java Enterprise Edition, Scalability, SOA, Database Design, Social Networking, Jazz Dance, Object Oriented Design, Scala
Education
Indiana University Bloomington 1985 — 1990
Indiana University Bloomington
Computer Science
Bank of America January 2011 - Present
Meridian Consulting Services Charlottte NC March 2001 - Present
Bank of America November 2008 - December 2010
Wachovia Dealer Services 2007 - 2008
Empowered Benefits 2006 - 2007
WisdomTools September 1999 - June 2001
Skills
PHP, Subversion, Software Engineering, Programming, ASP, Business Analysis, Data Modeling, Software Project..., CMS, System Administration, SQL, AJAX, Websphere, jQuery, Requirements Analysis, ASP.NET, SharePoint, Microsoft SQL Server, XML, Agile Methodologies, Java, Java Enterprise Edition, Scalability, SOA, Database Design, Social Networking, Jazz Dance, Object Oriented Design, Scala
Education
Indiana University Bloomington 1985 — 1990
Indiana University Bloomington
Computer Science
Shane Merriweather's Bank of America Experience June 2006 - August 2007
Job Fixed Income Portfolio Analyst, Wellington Management Company
Industry Investment Management
Experience
Columbia Management August 2007 - November 2011
Bank of America June 2006 - August 2007
Morgan Stanley May 2005 - August 2005
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business Economics & Public Policy Analysis
NCHS 1998 — 2002
International Baccalaureate
Columbia Management August 2007 - November 2011
Bank of America June 2006 - August 2007
Morgan Stanley May 2005 - August 2005
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business Economics & Public Policy Analysis
NCHS 1998 — 2002
International Baccalaureate
Robert Sandhofer's Bank of America Experience June 2010 - May 2012
Job Risk Manager at AIG Consumer
Industry Insurance
Experience
AIG Consumer May 2012 - Present
Bank of America June 2010 - May 2012
OneWest Bank March 2009 - June 2010
Indymac Federal Bank 2008 - March 2009
Indymac Bank 2004 - 2008
Irwin Mortgage 2002 - 2004
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA
The University of Chicago 1988 — 1992
BA
AIG Consumer May 2012 - Present
Bank of America June 2010 - May 2012
OneWest Bank March 2009 - June 2010
Indymac Federal Bank 2008 - March 2009
Indymac Bank 2004 - 2008
Irwin Mortgage 2002 - 2004
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA
The University of Chicago 1988 — 1992
BA
Thomas Truden's Bank of America Experience March 2005 - February 2006
Job IT Security Analyst at Hearst Corporation
Industry Computer & Network Security
Experience
Hearst Corporation November 2012 - Present
Belk Corporation May 2012 - November 2012
Lowe's Corporation June 2010 - May 2012
Wells Fargo Bank January 2010 - May 2010
Jefferson Wells International, Inc. April 2008 - December 2009
Wachovia Bank August 2006 - March 2008
Cybertrust February 2006 - August 2006
Bank of America March 2005 - February 2006
Ford Motor Co. 1995 - 2005
United States Marine Corps 1987 - 1997
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Information Systems/Operations Management
United States Naval Academy 1983 — 1987
BS, History, Engineering
Hearst Corporation November 2012 - Present
Belk Corporation May 2012 - November 2012
Lowe's Corporation June 2010 - May 2012
Wells Fargo Bank January 2010 - May 2010
Jefferson Wells International, Inc. April 2008 - December 2009
Wachovia Bank August 2006 - March 2008
Cybertrust February 2006 - August 2006
Bank of America March 2005 - February 2006
Ford Motor Co. 1995 - 2005
United States Marine Corps 1987 - 1997
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Information Systems/Operations Management
United States Naval Academy 1983 — 1987
BS, History, Engineering
Greg Conner's Bank of America Experience October 2007 - June 2008
Job Vice President National REIT Banking Group at Associated Bank
Industry Real Estate
Experience
Associated Bank August 2014 - Present
Union Bank July 2011 - July 2014
Royal Bank of Scotland July 2008 - July 2011
Bank of America October 2007 - June 2008
LaSalle Bank May 2006 - October 2007
Skills
Commercial Real Estate, Commercial Lending, Real Estate Economics, Portfolio Management, Credit Analysis, Valuation, Loans, Financial Analysis, Financial Modeling, Real Estate, Investments, Asset Management, Due Diligence, Commercial Banking, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Economics & Entrepreneurship
Indiana University - Kelley School of Business 2001 — 2006
Bachelor's Degree, Real Estate Finance, Management, Entrepreneurship
Associated Bank August 2014 - Present
Union Bank July 2011 - July 2014
Royal Bank of Scotland July 2008 - July 2011
Bank of America October 2007 - June 2008
LaSalle Bank May 2006 - October 2007
Skills
Commercial Real Estate, Commercial Lending, Real Estate Economics, Portfolio Management, Credit Analysis, Valuation, Loans, Financial Analysis, Financial Modeling, Real Estate, Investments, Asset Management, Due Diligence, Commercial Banking, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (M.B.A.), Finance, Economics & Entrepreneurship
Indiana University - Kelley School of Business 2001 — 2006
Bachelor's Degree, Real Estate Finance, Management, Entrepreneurship
Larson McNeil's Bank of America Experience December 2006 - January 2010
Job Director, Senior Treasury Officer
Industry Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2010 - February 2015
Bank of America December 2006 - January 2010
U.S. Commercial Service September 2007 - March 2008
Skills
Pricing Negotiation, Client Relationship..., Building Relationships, Financial Analysis, Operations Management, Corporate Finance, Microsoft Office, Banking, Problem Solving, Relationship Management, Financial Services, Team Leadership, Cash Management, Finance, Credit, Commercial Banking, Financial Modeling, Risk Management, Credit Analysis, Treasury, Investments, Credit Risk, Treasury Management, Credit Cards, Payments, Portfolio Management, Pricing Strategy, CRM, Sales
Education
Indiana University - Kelley School of Business 2008 — 2010
M.S.
University of California, Davis 2004 — 2008
BA
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch January 2010 - February 2015
Bank of America December 2006 - January 2010
U.S. Commercial Service September 2007 - March 2008
Skills
Pricing Negotiation, Client Relationship..., Building Relationships, Financial Analysis, Operations Management, Corporate Finance, Microsoft Office, Banking, Problem Solving, Relationship Management, Financial Services, Team Leadership, Cash Management, Finance, Credit, Commercial Banking, Financial Modeling, Risk Management, Credit Analysis, Treasury, Investments, Credit Risk, Treasury Management, Credit Cards, Payments, Portfolio Management, Pricing Strategy, CRM, Sales
Education
Indiana University - Kelley School of Business 2008 — 2010
M.S.
University of California, Davis 2004 — 2008
BA
David Tips's Bank of America Experience June 1996 - October 1998
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse October 1998 - Present
Bank of America June 1996 - October 1998
Houlihan Lokey May 1992 - July 1994
Boulevard Bank June 1990 - May 1992
Skills
Valuation, Corporate Finance, Financial Risk, Portfolio Management, CRM, Finance, Financial Modeling, Strategy, Securities, Equities, Fixed Income, Hedge Funds, Capital Markets, Investments, Asset Management
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS 90, Business Finance
Credit Suisse October 1998 - Present
Bank of America June 1996 - October 1998
Houlihan Lokey May 1992 - July 1994
Boulevard Bank June 1990 - May 1992
Skills
Valuation, Corporate Finance, Financial Risk, Portfolio Management, CRM, Finance, Financial Modeling, Strategy, Securities, Equities, Fixed Income, Hedge Funds, Capital Markets, Investments, Asset Management
Education
Indiana University - Kelley School of Business 1994 — 1996
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS 90, Business Finance
Asad Rafiq's Bank of America Experience June 2005 - Present
Job Vice President
Industry Real Estate
Experience
dawali mediterranean kitchen 2011 - Present
Bank of America June 2005 - Present
Skills
Financial Analysis, Banking, Credit, Loans, Commercial Banking, Financial Modeling, Risk Management, Credit Analysis, Credit Risk, Portfolio Management, Loan Origination, Lines Of Credit, Negotiation, Due Diligence, Commercial Lending
Education
Indiana University - Kelley School of Business 2002 — 2005
dawali mediterranean kitchen 2011 - Present
Bank of America June 2005 - Present
Skills
Financial Analysis, Banking, Credit, Loans, Commercial Banking, Financial Modeling, Risk Management, Credit Analysis, Credit Risk, Portfolio Management, Loan Origination, Lines Of Credit, Negotiation, Due Diligence, Commercial Lending
Education
Indiana University - Kelley School of Business 2002 — 2005
E. Connell Hasten's Bank of America Experience May 2006 - May 2011
Job Director of Investments at EquiTrust Life Insurance Company
Industry Insurance
Experience
EquiTrust Life Insurance Company July 2014 - Present
Guggenheim Partners May 2011 - June 2014
Bank of America May 2006 - May 2011
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Real Estate Finance, Real Estate Economics, Asset Managment, Investments, Capital Markets, Alternative Investments, Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business
BS
EquiTrust Life Insurance Company July 2014 - Present
Guggenheim Partners May 2011 - June 2014
Bank of America May 2006 - May 2011
Skills
Financial Modeling, Valuation, Asset Management, Financial Analysis, Real Estate Finance, Real Estate Economics, Asset Managment, Investments, Capital Markets, Alternative Investments, Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business
BS
Brady D. Portaro's Bank of America Experience 2006 - 2010
Job VP, Global Banking and Markets at Santander
Industry Banking
Experience
Santander November 2010 - Present
Bank of America 2006 - 2010
Nestle Purina 2004 - 2006
LaSalle Bank 2001 - 2002
American National Bank and Trust Co. of Chicago 1997 - 2001
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Miami University 1993 — 1997
B.S., Economics
Santander November 2010 - Present
Bank of America 2006 - 2010
Nestle Purina 2004 - 2006
LaSalle Bank 2001 - 2002
American National Bank and Trust Co. of Chicago 1997 - 2001
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA
Miami University 1993 — 1997
B.S., Economics
Adam Ruch's Bank of America Experience March 2010 - July 2012
Job Risk Finance Director at Ally Bank
Industry Financial Services
Experience
Ally Financial Inc. March 2012 - Present
Bank of America March 2010 - July 2012
Bank of America January 2007 - July 2010
Bank of America June 2004 - December 2006
Skills
Strategic Financial..., Financial Risk, Credit Risk, Sarbanes-Oxley Act, Six Sigma, Financial Forecasting, Strategic Planning, Process Improvement, Forecasting, Financial Analysis, Corporate Finance, Microsoft Excel, Management, Risk Management, Banking, Credit, Finance, Portfolio Management
Education
Indiana University - Kelley School of Business 2000 — 2004
Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Finance and Finance Real Estate
Ally Financial Inc. March 2012 - Present
Bank of America March 2010 - July 2012
Bank of America January 2007 - July 2010
Bank of America June 2004 - December 2006
Skills
Strategic Financial..., Financial Risk, Credit Risk, Sarbanes-Oxley Act, Six Sigma, Financial Forecasting, Strategic Planning, Process Improvement, Forecasting, Financial Analysis, Corporate Finance, Microsoft Excel, Management, Risk Management, Banking, Credit, Finance, Portfolio Management
Education
Indiana University - Kelley School of Business 2000 — 2004
Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Finance and Finance Real Estate
Vineet Maknoor's Bank of America Experience May 2007 - January 2010
Job Financial Planning & Analysis Manager at Songkick.com
Industry Internet
Experience
Songkick.com March 2015 - Present
J.P. Morgan December 2012 - March 2015
UBS March 2010 - November 2012
Bank of America May 2007 - January 2010
Skills
Investment Banking
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Songkick.com March 2015 - Present
J.P. Morgan December 2012 - March 2015
UBS March 2010 - November 2012
Bank of America May 2007 - January 2010
Skills
Investment Banking
Education
Indiana University - Kelley School of Business 2003 — 2007
B.S., Finance
Emily Minardi's Bank of America Experience June 1999 - July 2003
Job Senior Brand Manager, Special K Wholesome Snacks at Kellogg Company
Industry Marketing and Advertising
Experience
Kellogg Company June 2015 - Present
Kellogg Company May 2013 - Present
Kellogg Company June 2014 - December 2014
Stay at Home Mom July 2012 - May 2013
Procter & Gamble November 2010 - July 2012
Procter & Gamble June 2006 - November 2010
Kraft Foods June 2005 - June 2006
Bank of America June 1999 - July 2003
Skills
Shopper Marketing, Brand Equity, Consumer Products, Customer Insight, Brand Management, Brand Architecture, Segmentation, Competitive Analysis, Marketing Research, FMCG, Global Marketing, Cross-functional Team..., Marketing Strategy, Market Research, Nielsen, Integrated Marketing, Product Launch, Product Marketing, Pricing Strategy, Product Innovation
Education
Indiana University - Kelley School of Business 2003 — 2005
MBA, Marketing
Wake Forest University 1995 — 1999
BS, Business
Kellogg Company June 2015 - Present
Kellogg Company May 2013 - Present
Kellogg Company June 2014 - December 2014
Stay at Home Mom July 2012 - May 2013
Procter & Gamble November 2010 - July 2012
Procter & Gamble June 2006 - November 2010
Kraft Foods June 2005 - June 2006
Bank of America June 1999 - July 2003
Skills
Shopper Marketing, Brand Equity, Consumer Products, Customer Insight, Brand Management, Brand Architecture, Segmentation, Competitive Analysis, Marketing Research, FMCG, Global Marketing, Cross-functional Team..., Marketing Strategy, Market Research, Nielsen, Integrated Marketing, Product Launch, Product Marketing, Pricing Strategy, Product Innovation
Education
Indiana University - Kelley School of Business 2003 — 2005
MBA, Marketing
Wake Forest University 1995 — 1999
BS, Business
Eric Pepping's Bank of America Experience September 2005 - November 2007
Job Options Trader/Developer at Allston Trading
Industry Capital Markets
Experience
Allston Trading November 2007 - Present
Bank of America September 2005 - November 2007
Education
Indiana University Bloomington 1995 — 1999
Allston Trading November 2007 - Present
Bank of America September 2005 - November 2007
Education
Indiana University Bloomington 1995 — 1999
Norm Olsen's Bank of America Experience June 2004 - September 2005
Job Vice President CMBS Portfolio Management at Wells Fargo Securities
Industry Commercial Real Estate
Experience
Wells Fargo August 2006 - Present
Bank of America June 2004 - September 2005
Skills
CMBS, Financial Analysis, Structured Products, Portfolio Management, Financial Modeling, New Business Development, Valuation, Investments, Sales, Due Diligence, Asset Management, Management, Leadership
Education
Indiana University - Kelley School of Business 2002 — 2006
Indiana University Bloomington 2002 — 2006
Undergraduate, Finance, Real Estate
Wells Fargo August 2006 - Present
Bank of America June 2004 - September 2005
Skills
CMBS, Financial Analysis, Structured Products, Portfolio Management, Financial Modeling, New Business Development, Valuation, Investments, Sales, Due Diligence, Asset Management, Management, Leadership
Education
Indiana University - Kelley School of Business 2002 — 2006
Indiana University Bloomington 2002 — 2006
Undergraduate, Finance, Real Estate
Jung Sun (Jay) Ko's Bank of America Experience December 1997 - July 1999
Job Senior Managing Consultant at IBM Global Business Services
Industry Information Technology and Services
Experience
IBM March 2015 - Present
Accenture September 2005 - March 2015
Caterpillar Logistics Services, Inc. March 2002 - August 2005
Bank of America December 1997 - July 1999
Skills
SAP Netweaver, SAP, Integration, SOA, EAI, Business Process Design, ABAP, Enterprise Architecture, Integration Architecture, SAP Implementation, SAP R/3, SAP ERP, SAP XI, ERP, Master Data Management, Business Process, Solution Architecture, IT Strategy, SAP MM, Requirements Analysis, ECC, SAP HR, Business Process..., IDOC, Team Management, Enterprise Integration, Technology Architecture, Business Analysis, SAP Portal, Data Migration, SAPScript, SAP BW, SAP SRM, People Development, Business Intelligence, PMP, PMO, SD, Technical Architecture, Process Integration, Business Process..., Business Process..., Data Warehousing, SAP SD, Business Transformation, Master Data, SAP CRM, SAP BI, SAP Process Integration, SAP Exchange...
Education
Indiana University - Kelley School of Business 1999 — 2001
Bachelor of Science, Computer Information Systems, Business Process Management and Operations Management
IBM March 2015 - Present
Accenture September 2005 - March 2015
Caterpillar Logistics Services, Inc. March 2002 - August 2005
Bank of America December 1997 - July 1999
Skills
SAP Netweaver, SAP, Integration, SOA, EAI, Business Process Design, ABAP, Enterprise Architecture, Integration Architecture, SAP Implementation, SAP R/3, SAP ERP, SAP XI, ERP, Master Data Management, Business Process, Solution Architecture, IT Strategy, SAP MM, Requirements Analysis, ECC, SAP HR, Business Process..., IDOC, Team Management, Enterprise Integration, Technology Architecture, Business Analysis, SAP Portal, Data Migration, SAPScript, SAP BW, SAP SRM, People Development, Business Intelligence, PMP, PMO, SD, Technical Architecture, Process Integration, Business Process..., Business Process..., Data Warehousing, SAP SD, Business Transformation, Master Data, SAP CRM, SAP BI, SAP Process Integration, SAP Exchange...
Education
Indiana University - Kelley School of Business 1999 — 2001
Bachelor of Science, Computer Information Systems, Business Process Management and Operations Management
Steve Arentsen's Bank of America Experience 1990 - 2006
Job Senior Vice President at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank May 2006 - Present
Bank of America 1990 - 2006
Skills
Credit, Risk Management, Commercial Lending, Loan Origination, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Banking, Capital Markets, Credit Risk, Management, Financial Analysis, Finance
Education
Indiana University Bloomington 1986 — 1990
Bachelor’s Degree, Finance, Honors
Wells Fargo Bank May 2006 - Present
Bank of America 1990 - 2006
Skills
Credit, Risk Management, Commercial Lending, Loan Origination, Loans, Portfolio Management, Commercial Banking, Credit Analysis, Banking, Capital Markets, Credit Risk, Management, Financial Analysis, Finance
Education
Indiana University Bloomington 1986 — 1990
Bachelor’s Degree, Finance, Honors
Rick Wokoun's Bank of America Experience 1993 - 1995
Job Experienced Financial Services Professional
Industry Banking
Experience
Village of South Barrington, South Barrington, IL 2007 - 2012
Wintrust Financial Corporation 2004 - 2012
Fifth Third Bank 2002 - 2003
BMO Harris Bank 1995 - 1999
Bank of America 1993 - 1995
Sumitomo Mitsui Banking Corporation 1988 - 1993
JPMorgan Chase 1979 - 1986
Skills
Public Speaking, Fundraising, Coaching, Customer Service, Non-profits, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1996 — 1996
Executive Education, Management
University of Virginia Darden School of Business 1982 — 1982
Management Education, International Banking
Indiana University - Kelley School of Business 1983 — 1984
MBA, Finance and Marketing
Indiana University Bloomington 1975 — 1979
BA, Economics and Business Administration
Village of South Barrington, South Barrington, IL 2007 - 2012
Wintrust Financial Corporation 2004 - 2012
Fifth Third Bank 2002 - 2003
BMO Harris Bank 1995 - 1999
Bank of America 1993 - 1995
Sumitomo Mitsui Banking Corporation 1988 - 1993
JPMorgan Chase 1979 - 1986
Skills
Public Speaking, Fundraising, Coaching, Customer Service, Non-profits, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1996 — 1996
Executive Education, Management
University of Virginia Darden School of Business 1982 — 1982
Management Education, International Banking
Indiana University - Kelley School of Business 1983 — 1984
MBA, Finance and Marketing
Indiana University Bloomington 1975 — 1979
BA, Economics and Business Administration
Bob Del Genio, CFA's Bank of America Experience August 2009 - April 2013
Job QA Risk Analyst at OCC
Industry Financial Services
Experience
Options Clearing Corp September 2014 - Present
U.S. Bank April 2013 - August 2014
Bank of America August 2009 - April 2013
Integrys Energy Services June 2008 - August 2009
British Petroleum June 2005 - June 2008
Bank of America 2001 - 2005
R.J. O’Brien and Associates June 1997 - August 2001
Skills
Risk Analysis, Derivatives, P/L attribution, OTC Products, Options Strategies, Hedging, Risk, Credit, Valuation, Risk Management, Financial Risk, Swaps, Portfolio Management, FX Options, Commodity, Options, Market Risk, Investments, Finance, Operational Risk, Analysis, Trading Systems, Credit Derivatives, Bloomberg, Hedge Funds, Trading, Structured Products, Financial Markets, Credit Risk, Equities, Fixed Income, Basel II, Investment Banking, Capital Markets, Credit Analysis, Financial Modeling
Education
CFA Institute
CFA, Finance and Risk
Keller Graduate School of Management of DeVry University
MBA, Finance
Indiana University Bloomington
BA, Economics
Options Clearing Corp September 2014 - Present
U.S. Bank April 2013 - August 2014
Bank of America August 2009 - April 2013
Integrys Energy Services June 2008 - August 2009
British Petroleum June 2005 - June 2008
Bank of America 2001 - 2005
R.J. O’Brien and Associates June 1997 - August 2001
Skills
Risk Analysis, Derivatives, P/L attribution, OTC Products, Options Strategies, Hedging, Risk, Credit, Valuation, Risk Management, Financial Risk, Swaps, Portfolio Management, FX Options, Commodity, Options, Market Risk, Investments, Finance, Operational Risk, Analysis, Trading Systems, Credit Derivatives, Bloomberg, Hedge Funds, Trading, Structured Products, Financial Markets, Credit Risk, Equities, Fixed Income, Basel II, Investment Banking, Capital Markets, Credit Analysis, Financial Modeling
Education
CFA Institute
CFA, Finance and Risk
Keller Graduate School of Management of DeVry University
MBA, Finance
Indiana University Bloomington
BA, Economics
Ron Robine's Bank of America Experience 1998 - 1999
Job Managing Director at Barclays Bank
Industry Banking
Experience
Barclays Bank June 2004 - Present
Bank One (merged as J P Morgan Chase) July 1999 - July 2004
Bank of America 1998 - 1999
Skills
Credit, Retail Banking, Portfolio Management, Credit Risk, Banking, Credit Cards, Financial Risk
Education
Indiana University - Kelley School of Business
MBA, Finance
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Barclays Bank June 2004 - Present
Bank One (merged as J P Morgan Chase) July 1999 - July 2004
Bank of America 1998 - 1999
Skills
Credit, Retail Banking, Portfolio Management, Credit Risk, Banking, Credit Cards, Financial Risk
Education
Indiana University - Kelley School of Business
MBA, Finance
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Douglas Conard's Bank of America Experience June 2008 - December 2009
Job Sr. Director, Risk Technology at Elevate
Industry Financial Services
Experience
Elevate May 2014 - Present
Think Finance March 2013 - May 2014
Think Finance November 2011 - March 2013
Green Dot Corporation February 2010 - November 2011
Bank of America June 2008 - December 2009
Countrywide Bank November 2005 - June 2008
Hewlett-Packard August 2003 - November 2005
Procter & Gamble December 1998 - August 2003
Skills
Vendor Management, Process Improvement, Project Management, SDLC, Virtualization, Disaster Recovery, Leadership, Requirements Analysis, Management, Visio, Software Project..., Software Development, Enterprise Architecture, Integration, Infrastructure, IT Strategy, Cloud Computing, Business Intelligence, Data Center, IT Management, Business Analysis, Enterprise Software, IT Operations, SQL, Risk Management, SharePoint, Troubleshooting
Education
Indiana University - Kelley School of Business 1993 — 1998
BS, Computer Informaiton Syastems, Operations Management
Elevate May 2014 - Present
Think Finance March 2013 - May 2014
Think Finance November 2011 - March 2013
Green Dot Corporation February 2010 - November 2011
Bank of America June 2008 - December 2009
Countrywide Bank November 2005 - June 2008
Hewlett-Packard August 2003 - November 2005
Procter & Gamble December 1998 - August 2003
Skills
Vendor Management, Process Improvement, Project Management, SDLC, Virtualization, Disaster Recovery, Leadership, Requirements Analysis, Management, Visio, Software Project..., Software Development, Enterprise Architecture, Integration, Infrastructure, IT Strategy, Cloud Computing, Business Intelligence, Data Center, IT Management, Business Analysis, Enterprise Software, IT Operations, SQL, Risk Management, SharePoint, Troubleshooting
Education
Indiana University - Kelley School of Business 1993 — 1998
BS, Computer Informaiton Syastems, Operations Management
Julie Donatelli's Bank of America Experience 1989 - 1995
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Director of AccountingmarchFIRSTAugust 2000 - June 2001
Gilead Sciences September 1997 - July 2000
Bank of America 1989 - 1995
Ernst & Young January 1985 - September 1989
San Francisco Bancorp 1983 - 1985
Skills
Banking, Financial Analysis, Residential Mortgages, Mortgage Banking
Education
Indiana University - Kelley School of Business 1979 — 1983
JPMorgan Chase Director of AccountingmarchFIRSTAugust 2000 - June 2001
Gilead Sciences September 1997 - July 2000
Bank of America 1989 - 1995
Ernst & Young January 1985 - September 1989
San Francisco Bancorp 1983 - 1985
Skills
Banking, Financial Analysis, Residential Mortgages, Mortgage Banking
Education
Indiana University - Kelley School of Business 1979 — 1983
Kyle Krafft's Bank of America Experience October 2013 - September 2014
Job PreSales Consultant at Nomis Solutions
Industry Financial Services
Experience
Nomis Solutions February 2015 - Present
Union Bank September 2014 - February 2015
Bank of America October 2013 - September 2014
Bank of America September 2009 - October 2013
Bank of America 2006 - September 2009
First Advantage Tax Consulting Services 2005 - 2006
Skills
Financial Modeling, Financial Risk, Loans, Access, Risk Management, Portfolio Management, Financial Analysis, Accounting, Analysis, Auditing, Banking, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Credit, Credit Risk, Finance, Financial Reporting, Fixed Income, Internal Audit, Investment Banking, Internal Controls, Management, Mortgage Lending, Process Improvement, Sarbanes-Oxley Act, Six Sigma, Software Documentation, Valuation
Education
UCLA Anderson School of Management 2010 — 2013
MBA, Management/Finance
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Nomis Solutions February 2015 - Present
Union Bank September 2014 - February 2015
Bank of America October 2013 - September 2014
Bank of America September 2009 - October 2013
Bank of America 2006 - September 2009
First Advantage Tax Consulting Services 2005 - 2006
Skills
Financial Modeling, Financial Risk, Loans, Access, Risk Management, Portfolio Management, Financial Analysis, Accounting, Analysis, Auditing, Banking, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Credit, Credit Risk, Finance, Financial Reporting, Fixed Income, Internal Audit, Investment Banking, Internal Controls, Management, Mortgage Lending, Process Improvement, Sarbanes-Oxley Act, Six Sigma, Software Documentation, Valuation
Education
UCLA Anderson School of Management 2010 — 2013
MBA, Management/Finance
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance
Erin Cohn's Bank of America Experience Marketing OfficerMellon Bank1994 - 1997
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America Marketing OfficerMellon Bank1994 - 1997
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2000
MBA
Indiana University - Kelley School of Business 1986 — 1990
B.S.
Bank of America Marketing OfficerMellon Bank1994 - 1997
Education
Syracuse University - Martin J. Whitman School of Management 1998 — 2000
MBA
Indiana University - Kelley School of Business 1986 — 1990
B.S.
Tim Crowe's Bank of America Experience June 2015 - Present
Job Director at Bank of America, Enterprise Capital Management
Industry Banking
Experience
Bank of America June 2015 - Present
Bank of America February 2014 - June 2015
Bank of America August 2012 - February 2014
Bank of America May 2005 - August 2012
Skills
Banking, Corporate Finance, Credit, Financial Analysis, Financial Modeling, Forecasting, Management, Portfolio Management
Education
Indiana University - Kelley School of Business 2001 — 2005
Indiana University Bloomington 2001 — 2005
BS, Finance
Bank of America June 2015 - Present
Bank of America February 2014 - June 2015
Bank of America August 2012 - February 2014
Bank of America May 2005 - August 2012
Skills
Banking, Corporate Finance, Credit, Financial Analysis, Financial Modeling, Forecasting, Management, Portfolio Management
Education
Indiana University - Kelley School of Business 2001 — 2005
Indiana University Bloomington 2001 — 2005
BS, Finance
Colin Koester, CFA's Bank of America Experience 1999 - 2003
Job Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank September 2008 - Present
Deutsche Bank May 2007 - September 2008
HSBC Bank USA, NA 2003 - 2007
Bank of America 1999 - 2003
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA
Indiana University - Kelley School of Business 1989 — 1993
Bachelor of Science, Finance
Wells Fargo Bank September 2008 - Present
Deutsche Bank May 2007 - September 2008
HSBC Bank USA, NA 2003 - 2007
Bank of America 1999 - 2003
Education
Washington University in St. Louis - Olin Business School 1997 — 1999
MBA
Indiana University - Kelley School of Business 1989 — 1993
Bachelor of Science, Finance
Prasath Skantharajah's Bank of America Experience January 2010 - December 2013
Job Manager, Advisory Services at PwC
Industry Management Consulting
Experience
PwC July 2015 - Present
PwC January 2014 - Present
Bank of America January 2010 - December 2013
Merrill Lynch July 2006 - December 2009
IBM June 2005 - August 2005
Skills
Business Analysis, Project Management, Risk Management, Process Improvement, SDLC, IT Strategy, Testing, Requirements Analysis, Six Sigma, Visio, MS Project, Management, Vendor Management, Quality Assurance, Data Analysis, Financial Analysis, Program Management, IT Audit, Cross-functional Team..., Business Requirements, Change Management, Analysis, Financial Modeling, Management Consulting, PMP, Access, Workday
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA)
Stevens Institute of Technology 2007 — 2009
Master of Science (MSc), Technology Management
Penn State University 2002 — 2006
Bachelor of Science (BSc), Information Sciences and Technology
PwC July 2015 - Present
PwC January 2014 - Present
Bank of America January 2010 - December 2013
Merrill Lynch July 2006 - December 2009
IBM June 2005 - August 2005
Skills
Business Analysis, Project Management, Risk Management, Process Improvement, SDLC, IT Strategy, Testing, Requirements Analysis, Six Sigma, Visio, MS Project, Management, Vendor Management, Quality Assurance, Data Analysis, Financial Analysis, Program Management, IT Audit, Cross-functional Team..., Business Requirements, Change Management, Analysis, Financial Modeling, Management Consulting, PMP, Access, Workday
Education
Indiana University - Kelley School of Business 2011 — 2013
Master of Business Administration (MBA)
Stevens Institute of Technology 2007 — 2009
Master of Science (MSc), Technology Management
Penn State University 2002 — 2006
Bachelor of Science (BSc), Information Sciences and Technology
Jon Heibel's Bank of America Experience April 2009 - October 2012
Job Vice President/Underwriting & Processing Manager at Community and Southern Bank
Industry Banking
Experience
Community and Southern Bank October 2012 - Present
Bank of America April 2009 - October 2012
Wells Fargo Home Mortgage August 2008 - April 2009
One Source Mortgage June 2002 - December 2007
Skills
Software Documentation, Business Development, Policy, Loan Origination, Financial Analysis, Investments, Credit Scoring, Management, Microsoft Office, Customer Service, Team Leadership, Sales Management, Operations Management, Team Building, Strategic Planning
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Community and Southern Bank October 2012 - Present
Bank of America April 2009 - October 2012
Wells Fargo Home Mortgage August 2008 - April 2009
One Source Mortgage June 2002 - December 2007
Skills
Software Documentation, Business Development, Policy, Loan Origination, Financial Analysis, Investments, Credit Scoring, Management, Microsoft Office, Customer Service, Team Leadership, Sales Management, Operations Management, Team Building, Strategic Planning
Education
Indiana University Bloomington
Bachelor's Degree, Economics
Samantha Dunbar, MBA's Bank of America Experience 2002 - 2004
Job Advisory Services Principal at Mindseeker, Inc.
Industry Financial Services
Experience
Mindseeker, Inc. April 2014 - Present
Deloitte August 2012 - November 2013
U.S. Department of Education, Federal Student Aid 2009 - 2011
Wachovia 2004 - 2008
Bank of America 2002 - 2004
KPMG Consulting (BearingPoint after IPO) 1998 - 2002
SAIC (formerly Broadway and Seymour) 1997 - 1998
Bank of America 1988 - 1995
Skills
Program Management, Vendor Management, Change Management, Project Portfolio..., Process Improvement, PMO, Risk Management, Business Intelligence, Strategy, Project Management, Governance, CRM, Business Process..., Management Consulting, Banking, Mergers & Acquisitions, Strategic Planning, Financial Risk, Financial Analysis, Financial Services, Professional Services, Integration, Cross-functional Team..., Leadership, Management, Outsourcing, Analysis, Project Delivery, Analytics, Business Transformation, Business Process, Portfolio Management, IT Strategy, Performance Management, Strategic Partnerships, Due Diligence, Segmentation, Valuation, Acquisition Integration, Growth Strategies, Business Analysis, Executive Management, Budgets, Consulting
Education
University of South Carolina - The Moore School of Business 1995 — 1997
MBA, Business
Indiana University - Kelley School of Business 1984 — 1988
BS, Business Economics and Public Policy
Mindseeker, Inc. April 2014 - Present
Deloitte August 2012 - November 2013
U.S. Department of Education, Federal Student Aid 2009 - 2011
Wachovia 2004 - 2008
Bank of America 2002 - 2004
KPMG Consulting (BearingPoint after IPO) 1998 - 2002
SAIC (formerly Broadway and Seymour) 1997 - 1998
Bank of America 1988 - 1995
Skills
Program Management, Vendor Management, Change Management, Project Portfolio..., Process Improvement, PMO, Risk Management, Business Intelligence, Strategy, Project Management, Governance, CRM, Business Process..., Management Consulting, Banking, Mergers & Acquisitions, Strategic Planning, Financial Risk, Financial Analysis, Financial Services, Professional Services, Integration, Cross-functional Team..., Leadership, Management, Outsourcing, Analysis, Project Delivery, Analytics, Business Transformation, Business Process, Portfolio Management, IT Strategy, Performance Management, Strategic Partnerships, Due Diligence, Segmentation, Valuation, Acquisition Integration, Growth Strategies, Business Analysis, Executive Management, Budgets, Consulting
Education
University of South Carolina - The Moore School of Business 1995 — 1997
MBA, Business
Indiana University - Kelley School of Business 1984 — 1988
BS, Business Economics and Public Policy
Darrell Sapp's Bank of America Experience June 2013 - December 2014
Job Finance Director at Movement Mortgage, LLC
Industry Banking
Experience
Movement Mortgage, LLC January 2015 - Present
Bank of America June 2013 - December 2014
Bank of America May 2010 - June 2013
Bank of America March 2008 - April 2010
Bank of America May 2006 - March 2008
Wachovia Securities 2004 - 2006
Delta Air Lines May 2002 - August 2004
Skills
Credit Cards, Credit, Banking, Financial Modeling, Forecasting, Loans, Competitive Analysis, Commercial Banking, Management, Portfolio Management, Financial Analysis, Risk Management, Corporate Finance, Finance, Investments, Valuation
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance, 3.9/4.0
Purdue University 1990 — 1993
MS, Applied Mathematics, 3.6/4.0
Purdue University 1987 — 1990
BS, Mathematics and Computer Science, 3.9/4.0
Movement Mortgage, LLC January 2015 - Present
Bank of America June 2013 - December 2014
Bank of America May 2010 - June 2013
Bank of America March 2008 - April 2010
Bank of America May 2006 - March 2008
Wachovia Securities 2004 - 2006
Delta Air Lines May 2002 - August 2004
Skills
Credit Cards, Credit, Banking, Financial Modeling, Forecasting, Loans, Competitive Analysis, Commercial Banking, Management, Portfolio Management, Financial Analysis, Risk Management, Corporate Finance, Finance, Investments, Valuation
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, Finance, 3.9/4.0
Purdue University 1990 — 1993
MS, Applied Mathematics, 3.6/4.0
Purdue University 1987 — 1990
BS, Mathematics and Computer Science, 3.9/4.0
John Vandenberg's Bank of America Experience 1989 - 2002
Job Loan adjustor at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank 2009 - Present
Bank of Washington 2008 - 2009
Shoreline Bank 2007 - 2008
Charter Bank 2003 - 2007
Bank of America 1989 - 2002
Bank of the West 1983 - 1989
Skills
Commercial Lending, Credit, Credit Management, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Underwriting, Insurance
Education
Indiana University - Kelley School of Business 1981 — 1983
MBA, Finance
Seattle University 1976 — 1980
BA, Business Admin
Wells Fargo Bank 2009 - Present
Bank of Washington 2008 - 2009
Shoreline Bank 2007 - 2008
Charter Bank 2003 - 2007
Bank of America 1989 - 2002
Bank of the West 1983 - 1989
Skills
Commercial Lending, Credit, Credit Management, Loans, Commercial Banking, Credit Analysis, Small Business Lending, Banking, Underwriting, Insurance
Education
Indiana University - Kelley School of Business 1981 — 1983
MBA, Finance
Seattle University 1976 — 1980
BA, Business Admin
Don Bodnar's Bank of America Experience January 2011 - 2015
Job Project Consultant at Experis Manpower Group
Industry Banking
Experience
Experis - Manpower Group 2015 - Present
Bank of America January 2011 - 2015
Bank of America 2007 - 2010
LaSalle Bank 2002 - 2007
Skills
Operational Risk..., Banking, Financial Risk, Management, Credit, Risk Management, Internal Audit, Internal Controls, Auditing, Investments, Financial Analysis, IT Audit, Mortgage Lending
Education
Indiana University - Kelley School of Business
BS, Accounting
Experis - Manpower Group 2015 - Present
Bank of America January 2011 - 2015
Bank of America 2007 - 2010
LaSalle Bank 2002 - 2007
Skills
Operational Risk..., Banking, Financial Risk, Management, Credit, Risk Management, Internal Audit, Internal Controls, Auditing, Investments, Financial Analysis, IT Audit, Mortgage Lending
Education
Indiana University - Kelley School of Business
BS, Accounting
Krista Keller Wanko's Bank of America Experience April 2010 - Present
Job Vice President, Senior Credit Underwriter
Industry Banking
Experience
Bank of America April 2010 - Present
Merrill Lynch October 2005 - April 2010
Spectrum Business Resources September 2004 - October 2005
New Century Bank January 2003 - September 2004
Tucker Alan 2001 - 2002
Skills
Loans, Portfolio Management, Real Estate, Credit Analysis, Credit, Underwriting, Small Business Lending, Commercial Lending, Credit Risk, Financial Analysis, Banking
Education
Indiana University - Kelley School of Business 2013 — 2017
Master of Science (M.S.), Finance
Indiana University - Kelley School of Business 1996 — 2001
Bachelor’s Degree, Finance, Real Estate and Legal Studies, 3.83
Blackford High 1992 — 1996
Bank of America April 2010 - Present
Merrill Lynch October 2005 - April 2010
Spectrum Business Resources September 2004 - October 2005
New Century Bank January 2003 - September 2004
Tucker Alan 2001 - 2002
Skills
Loans, Portfolio Management, Real Estate, Credit Analysis, Credit, Underwriting, Small Business Lending, Commercial Lending, Credit Risk, Financial Analysis, Banking
Education
Indiana University - Kelley School of Business 2013 — 2017
Master of Science (M.S.), Finance
Indiana University - Kelley School of Business 1996 — 2001
Bachelor’s Degree, Finance, Real Estate and Legal Studies, 3.83
Blackford High 1992 — 1996
Claire Todorovich's Bank of America Experience June 1998 - August 2000
Job Attorney
Industry Law Practice
Experience
Husch Blackwell Sanders LLP June 2005 - April 2011
Vedder Price March 2003 - May 2005
Bank of America June 1998 - August 2000
Education
Loyola University Chicago School of Law 2000 — 2003
JD
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
Husch Blackwell Sanders LLP June 2005 - April 2011
Vedder Price March 2003 - May 2005
Bank of America June 1998 - August 2000
Education
Loyola University Chicago School of Law 2000 — 2003
JD
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
Lee Ann Farmer's Bank of America Experience January 2012 - Present
Job Vice President/Treasury Solutions Officer, CTP at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
Possibilities Unlimited Inc. February 2000 - January 2012
St. Peter's by the Sea Presbyterian Church August 2008 - November 2009
Bank of America 1992 - 1993
Security Pacific Bank 1987 - 1992
RepublicBank Dallas 1982 - 1987
Skills
CRM, Budgets, Sales
Education
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, Business/Finance
Indiana University Bloomington 1978 — 1982
BS Business, Finance
Bank of America January 2012 - Present
Possibilities Unlimited Inc. February 2000 - January 2012
St. Peter's by the Sea Presbyterian Church August 2008 - November 2009
Bank of America 1992 - 1993
Security Pacific Bank 1987 - 1992
RepublicBank Dallas 1982 - 1987
Skills
CRM, Budgets, Sales
Education
Indiana University - Kelley School of Business 1978 — 1982
Bachelor of Science, Business/Finance
Indiana University Bloomington 1978 — 1982
BS Business, Finance
Kenneth Hill, CFA's Bank of America Experience July 2007 - April 2009
Job Equity Research at Barclays Capital
Industry Financial Services
Experience
Barclays October 2009 - Present
Bank of America July 2007 - April 2009
Credit Suisse June 2005 - July 2007
State Farm Insurance July 2002 - June 2005
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Balance Sheet, Financial Forecasting, Business Strategy, Derivatives, Forecasting, Finance, Report Writing, Income Statement, Cash Flow Statements, Manage Client..., Budget Process, Budget Forecasts, Strategic Planning, Expense Management, Expense Reports, Supervisory Experience, Strategic Financial..., Financial Statements
Education
Indiana University - Kelley School of Business 1998 — 2002
B.S, Finance and Computer Information Systems
Barclays October 2009 - Present
Bank of America July 2007 - April 2009
Credit Suisse June 2005 - July 2007
State Farm Insurance July 2002 - June 2005
Skills
Financial Modeling, Equities, Equity Research, Financial Analysis, Balance Sheet, Financial Forecasting, Business Strategy, Derivatives, Forecasting, Finance, Report Writing, Income Statement, Cash Flow Statements, Manage Client..., Budget Process, Budget Forecasts, Strategic Planning, Expense Management, Expense Reports, Supervisory Experience, Strategic Financial..., Financial Statements
Education
Indiana University - Kelley School of Business 1998 — 2002
B.S, Finance and Computer Information Systems
Fred Yarborough's Bank of America Experience 1975 - 1996
Job Currently Retired
Industry Accounting
Experience
Sibley & Associates 2006 - 2012
Self Employed 1997 - 2005
Bank of America 1975 - 1996
Skills
Healthcare, Teamwork, Supervisory Skills, General Ledger, Team Leadership, Cash Flow, Variance Analysis, PowerPoint, Change Management, Payroll, FRx, Customer Service, Financial Analysis, Microsoft Excel, Outlook, Invoicing, Cost Accounting, Accounts Receivable, Strategic Planning, Fixed Assets, Microsoft Word, QuickBooks, Microsoft Office, Accounts Payable, Analysis, Insurance, Access, Hyperion Enterprise, Account Reconciliation, Software Documentation, Financial Reporting, Forecasting, Accounting Applications, JD Edwards, Great Plains Software, ERP, Consolidation, Project Management, Accounting
Education
Indiana University Bloomington 1970 — 1974
BS, Business
Sibley & Associates 2006 - 2012
Self Employed 1997 - 2005
Bank of America 1975 - 1996
Skills
Healthcare, Teamwork, Supervisory Skills, General Ledger, Team Leadership, Cash Flow, Variance Analysis, PowerPoint, Change Management, Payroll, FRx, Customer Service, Financial Analysis, Microsoft Excel, Outlook, Invoicing, Cost Accounting, Accounts Receivable, Strategic Planning, Fixed Assets, Microsoft Word, QuickBooks, Microsoft Office, Accounts Payable, Analysis, Insurance, Access, Hyperion Enterprise, Account Reconciliation, Software Documentation, Financial Reporting, Forecasting, Accounting Applications, JD Edwards, Great Plains Software, ERP, Consolidation, Project Management, Accounting
Education
Indiana University Bloomington 1970 — 1974
BS, Business
Jeff Cheeseman's Bank of America Experience February 2011 - March 2012
Job Acquisition Analyst at BH Equities
Industry Food & Beverages
Experience
BH Equities July 2015 - Present
PepsiCo - Pepsi Beverages Company June 2013 - August 2013
Bank of America February 2011 - March 2012
Bank of America September 2007 - February 2011
Command Transportation January 2007 - September 2007
Euronet Worldwide June 2005 - August 2005
Skills
IRI data, Financial Modeling, CDO, Financial Analysis, Bloomberg, Market Research, Account Management, P&L Analysis, Strategic Sales Plans, Retail Category...
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance
BH Equities July 2015 - Present
PepsiCo - Pepsi Beverages Company June 2013 - August 2013
Bank of America February 2011 - March 2012
Bank of America September 2007 - February 2011
Command Transportation January 2007 - September 2007
Euronet Worldwide June 2005 - August 2005
Skills
IRI data, Financial Modeling, CDO, Financial Analysis, Bloomberg, Market Research, Account Management, P&L Analysis, Strategic Sales Plans, Retail Category...
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2002 — 2006
BS, Finance
Parag Sanghvi's Bank of America Experience 1989 - 1991
Job Director of Online Marketing at PrevaLeaf, Inc.
Industry Marketing and Advertising
Experience
PrevaLeaf, Inc. September 2014 - Present
Self-Employed 2009 - September 2014
Positive Coaching Alliance 2011 - 2012
Sabre Inc. 2006 - 2009
Sabre Inc. 2004 - 2006
Sabre Inc. 2001 - 2004
Sabre Inc. 1998 - 2001
Octel Communications 1992 - 1996
Bank of America 1989 - 1991
Bank of America 1986 - 1989
Skills
Strategic Partnerships, Product Marketing, Marketing, Marketing Strategy, Product Management, Brand Developement, Competitive Analysis, Marketing Management, Online Marketing, Direct Marketing, Integrated Marketing, Social Media Marketing, Strategy, Respected leadership, Cross-functional Team..., Leadership
Education
Indiana University - Kelley School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Marketing Management with concentration in International Business
Stanford University 1981 — 1986
Bachelor of Arts (B.A.), Economics, 3.0/4.0
PrevaLeaf, Inc. September 2014 - Present
Self-Employed 2009 - September 2014
Positive Coaching Alliance 2011 - 2012
Sabre Inc. 2006 - 2009
Sabre Inc. 2004 - 2006
Sabre Inc. 2001 - 2004
Sabre Inc. 1998 - 2001
Octel Communications 1992 - 1996
Bank of America 1989 - 1991
Bank of America 1986 - 1989
Skills
Strategic Partnerships, Product Marketing, Marketing, Marketing Strategy, Product Management, Brand Developement, Competitive Analysis, Marketing Management, Online Marketing, Direct Marketing, Integrated Marketing, Social Media Marketing, Strategy, Respected leadership, Cross-functional Team..., Leadership
Education
Indiana University - Kelley School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Marketing Management with concentration in International Business
Stanford University 1981 — 1986
Bachelor of Arts (B.A.), Economics, 3.0/4.0
Paul Colon's Bank of America Experience March 1995 - February 2001
Job Director, Loan Syndications at BNP Paribas
Industry Banking
Experience
BNP Paribas July 2006 - Present
Credit Suisse March 2001 - June 2006
Bank of America March 1995 - February 2001
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
BNP Paribas July 2006 - Present
Credit Suisse March 2001 - June 2006
Bank of America March 1995 - February 2001
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Finance
Thomas Crane's Bank of America Experience 2001 - 2006
Job Sr. Planner/Economist at Nissan North America
Industry Automotive
Experience
Nissan North America 2008 - Present
Lexmark 2006 - 2008
Bank of America 2001 - 2006
GE 1997 - 2001
NiSource 1991 - 1997
US Army Corps of Engineers 1984 - 1990
Skills
Business Analysis, Financial Analysis, Forecasting, Automotive, Lean Manufacturing, Manufacturing, Six Sigma, Continuous Improvement, Business Planning, Product Development, Budgets, Process Improvement, Pricing, Strategic Planning, Cross-functional Team..., Supply Chain Management, Financial Reporting, Finance, Vehicles, Leadership
Education
University of Louisville 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Indiana University - Kelley School of Business 1987 — 1991
Bachelor of Science (B.S.), Accounting
Nissan North America 2008 - Present
Lexmark 2006 - 2008
Bank of America 2001 - 2006
GE 1997 - 2001
NiSource 1991 - 1997
US Army Corps of Engineers 1984 - 1990
Skills
Business Analysis, Financial Analysis, Forecasting, Automotive, Lean Manufacturing, Manufacturing, Six Sigma, Continuous Improvement, Business Planning, Product Development, Budgets, Process Improvement, Pricing, Strategic Planning, Cross-functional Team..., Supply Chain Management, Financial Reporting, Finance, Vehicles, Leadership
Education
University of Louisville 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Indiana University - Kelley School of Business 1987 — 1991
Bachelor of Science (B.S.), Accounting
Scott Lapidus's Bank of America Experience November 2012 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
JPMorgan Chase January 2003 - November 2012
Accord Consulting 2000 - 2003
Skills
Banking, Loans, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Cash Management, Finance, Mortgage Lending, Management, Relationship Management, Credit Analysis, Treasury Management, Retail Banking, Loan Origination, Sales, Strategic Planning
Education
Indiana University Bloomington
Econmics
Bank of America November 2012 - Present
JPMorgan Chase January 2003 - November 2012
Accord Consulting 2000 - 2003
Skills
Banking, Loans, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Cash Management, Finance, Mortgage Lending, Management, Relationship Management, Credit Analysis, Treasury Management, Retail Banking, Loan Origination, Sales, Strategic Planning
Education
Indiana University Bloomington
Econmics
Becky Swetin's Bank of America Experience June 2011 - Present
Job Risk Management Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - Present
Edge Sports International, Inc. May 2010 - November 2010
Marina and I June 2005 - August 2010
E-Street Denim September 2006 - July 2008
Skills
Microsoft Excel, PowerPoint, Russian, Financial Analysis, Financial Modeling, Access, Valuation, Credit, Portfolio Management, Investments, Banking, Risk Management
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Management
CAPA Florence 2010 — 2010
Italian History, Culture, Language, & Literature
Deerfield High School 2003 — 2007
Bank of America June 2011 - Present
Edge Sports International, Inc. May 2010 - November 2010
Marina and I June 2005 - August 2010
E-Street Denim September 2006 - July 2008
Skills
Microsoft Excel, PowerPoint, Russian, Financial Analysis, Financial Modeling, Access, Valuation, Credit, Portfolio Management, Investments, Banking, Risk Management
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Management
CAPA Florence 2010 — 2010
Italian History, Culture, Language, & Literature
Deerfield High School 2003 — 2007
Blake Kuhlenschmidt's Bank of America Experience July 2007 - March 2009
Job Director M&A at Brace Industrial Group
Industry Venture Capital & Private Equity
Experience
BRACE Industrial Group August 2013 - Present
Sterling Partners August 2010 - July 2013
Morgan Stanley May 2009 - July 2010
Bank of America July 2007 - March 2009
Katz, Sapper & Miller January 2005 - April 2005
Skills
Private Equity, Corporate Development, Valuation, Venture Capital, LBO, Investment Banking, Financial Modeling, Due Diligence, Mergers, Corporate Finance, M&A experience, Investments, Financial Analysis
Education
Indiana University - Kelley School of Business 2002 — 2007
Bachelor of Science in Business, Accounting and Finance
Maastricht University 2006 — 2006
BRACE Industrial Group August 2013 - Present
Sterling Partners August 2010 - July 2013
Morgan Stanley May 2009 - July 2010
Bank of America July 2007 - March 2009
Katz, Sapper & Miller January 2005 - April 2005
Skills
Private Equity, Corporate Development, Valuation, Venture Capital, LBO, Investment Banking, Financial Modeling, Due Diligence, Mergers, Corporate Finance, M&A experience, Investments, Financial Analysis
Education
Indiana University - Kelley School of Business 2002 — 2007
Bachelor of Science in Business, Accounting and Finance
Maastricht University 2006 — 2006
Elizabeth Kurman's Bank of America Experience December 2010 - December 2012
Job Former Vice President and Senior Trust Administrator at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2013 - October 2013
Bank of America December 2010 - December 2012
Northern Trust June 1978 - July 1999
Education
Indiana University Bloomington
Bachelor of Arts (BA), French Language and Literature
Northern Trust January 2013 - October 2013
Bank of America December 2010 - December 2012
Northern Trust June 1978 - July 1999
Education
Indiana University Bloomington
Bachelor of Arts (BA), French Language and Literature
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS