Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Orthopedic Specialists of Northwest Indiana January 2015 - Present
NorthShore University HealthSystem June 2014 - August 2014
NorthShore University HealthSystem April 2014 - May 2014
Lutheran Health Network December 2013 - January 2014
Illinois Bone and Joint Institute October 2010 - April 2012
Kindred Healthcare January 2010 - October 2010
Bank of America 2007 - 2010
Eli Lilly and Company May 2006 - August 2006
Skills
EMR, BLS, ACLS, Direct Patient Care, Medicine, Microsoft Excel, Surgery, Orthopedics, Cardiothoracic Surgery, Plastic Surgery
Education
University of Saint Francis 2012 — 2014
Masters in Science, Physician Assistant
Roosevelt University 2010 — 2011
Pre-Medicine/Pre-Medical Studies
Indiana University Bloomington 2003 — 2007
Bachelor of Science (BS), Finance, Minor in Biology
Bank of America October 2012 - Present
Skills
Banking, Risk Management, Customer Service, Microsoft Excel, Leadership, PowerPoint, Financial Analysis, Outlook, Microsoft Office, Microsoft Word, Analysis, Access, Loans, Insurance, Time Management
Education
Indiana University Northwest 2005 — 2008
Master's degree, Public Administration
Indiana University Bloomington 2000 — 2003
Bachelor of Arts (B.A.), Criminal Justice/Law Enforcement Administration
Benefit Your Business January 2012 - Present
AFLAC American Family Life Assurance Company, Associate June 2012 - October 2014
Gallery North of Bloomington, IN - Inactive 2006 - 2009
Gallery North of Bloomington, IN - Inactive 2006 - 2009
Bank of America July 1997 - April 2001
Skills
small business insurance, small business employee..., Cafeteria Plans for..., insurance analysis and..., Insurance, Employee Benefits, Small Business, Retirement, Commercial Lines, Health Savings Accounts, Sales, Customer Service, Accident Insurance, Team Building, Critical Illness, Disability Insurance, Term Life Insurance, Health Insurance, Recruiting, Accident, Cafeteria Plans, System Administration, Health Care Reform, Benefits Administration, Coaching, Management, Leadership, Marketing, Strategic Planning, Training
Education
Indiana University Bloomington
BS in Education
Indiana University Bloomington
Bachelor's Degree, Secondary Education and Teaching
The Reserve at Lake Travis September 2014 - June 2015
Sage Hospitality February 2014 - July 2014
Aston Hotels & Resorts May 2012 - December 2013
Westgate Resorts November 2007 - December 2011
Bank of America May 2007 - October 2007
Regions Bank November 2005 - May 2007
Wells Fargo September 1999 - October 2005
Sheraton September 1997 - August 1999
Marriott Hotel March 1984 - July 1991
Skills
Excellent Customer..., Customer Service, Employee Relations, Team Building, Strategic Planning, Process Improvement, Problem Solving, Team Leadership, Hiring, Banking, Change Management, Customer Relations, Sales Management, Customer Satisfaction, Coaching, Operations Management, Scheduling, Financial Planning, Performance Management, Loans, Mortgage Lending, Retail Banking, Cross Selling, Forecasting, Financial Analysis, Consumer Lending, Food & Beverage, Resorts, Training, Front Office, Rooms Division, Management, Hospitality, Sales, Catering, Hospitality Industry, Hospitality Management, Process Scheduler, Hotel Management, Revenue Analysis, Pre-opening, Yield Management, Restaurants, Property Management..., Human Resources, Tourism, Marketing, Strategic Financial..., Hotels
Education
Indiana University-Purdue University at Indianapolis 1978 — 1981
Associate of Applied Science, Hospitality
Indiana University Bloomington 1976 — 1978
A. A. S., Business
Huron Consulting Group May 2012 - Present
Crowe Horwath LLP December 2011 - April 2012
Avanade December 2010 - December 2011
Deloitte December 2006 - December 2010
KPMG September 2006 - November 2006
Bank of America April 2006 - August 2006
KPMG April 2005 - April 2006
Accounting Principals July 2002 - April 2005
AccountPros January 2000 - July 2002
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Technical Recruiting, Finance, Sourcing, Training, SDLC, Mergers & Acquisitions, Change Management, Onboarding, Management, Vendor Management, Executive Search, CRM, Temporary Placement, Employee Engagement, Strategy, Talent Management, Program Management, Coaching, Human Resources, Business Development, Contract Recruitment, Consulting, Benefits Negotiation, Process Improvement, College Recruiting, Internet Recruiting, Performance Management, Personnel Management, Enterprise Software, Management Consulting, Executive Management, Staffing Services, Interviews, Leadership, Screening Resumes, Start-ups, Cold Calling, Business Process..., PeopleSoft, Accounting, Outsourcing
Education
Indiana University Bloomington
BS, Accounting
Crossroads Realty Advisors December 2013 - Present
HFF February 2000 - November 2013
Cassidy Turley 1999 - 1999
Bank of America June 1995 - December 1998
Skills
Real Estate Development, Real Estate, Real Estate Transactions
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Science (B.S.), Finance/Real Estate
Wells Fargo December 2013 - Present
Wells Fargo September 2012 - November 2013
Wells Fargo September 2009 - August 2012
Bank of America October 2008 - February 2009
Bank of America April 2007 - October 2008
Bank of America October 2005 - June 2007
Bank of America May 2004 - October 2005
Central Piedmont Community College January 2001 - December 2004
Bank of America September 2001 - April 2004
Bank of America July 1998 - September 2001
Skills
ITIL, Six Sigma, Product Management, E-Learning, Teaching, Data Analysis, Change Management, SDLC, Management Consulting, Program Management, Management, Strategy, Business Analysis, Databases, Business Intelligence, Leadership, SharePoint, Business Process, Analysis
Education
Queens University of Charlotte 2008 — 2008
MBA, Business
Indiana University Bloomington 1993 — 1997
BA, Journalism
East Bay Modern Real Estate May 2014 - Present
Keller Williams Realty August 2013 - May 2014
San Francisco Federal Credit Union December 2011 - July 2013
Bank of America March 2010 - December 2011
Wells Fargo May 2004 - March 2010
Skills
Consumer Lending, Banking, Leadership, Credit, Credit Unions, Loans, Retail Banking, Credit Cards, Cross Selling, Loan Origination, Commercial Lending, Mortgage Lending, Credit Analysis, Mortgage Banking, Commercial Banking, Portfolio Management, Lines Of Credit, Financial Services, Investments, Finance, Risk Management, Real Estate, Real Estate Financing, FHA, First Time Home Buyers
Education
University of Nevada-Reno 2002 — 2005
Bachelor of Arts (B.A.), Sociology
Indiana University Bloomington 2001 — 2002
Coldwell Banker Commercial Realty Services October 2014 - Present
Quest Strategic Consulting Group LLC February 2013 - Present
Quest Commercial Real Estate July 2008 - September 2014
Bank of America October 2010 - February 2013
RBS Citizens Bank August 2005 - April 2008
Skills
Marketing, Contract Negotiation, Sales, Leadership, Start-ups, Sales Management, New Business Development, Strategic Planning, Banking, Strategic Financial..., Negotiation, Real Estate, Team Building, Coaching, Management, Business Development, Account Management, Customer Service, Business Planning, Budgets, Business Strategy, Marketing Strategy, Project Management, Selling, Forecasting, Team Leadership, Process Improvement, Loans, Corporate Finance, Commercial Real Estate, Investment Properties, Commercial Lending, Small Business, Finance, Financial Analysis, Strategy, Risk Management, Executive Management, Investments, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Credit, Due Diligence, Small Business Lending, Financial Planning
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (B.A.)
DFH Business Consultants Inc. March 1991 - Present
Bank of America 1985 - 1991
Skills
Small Business Lending, Credit Analysis, Commercial Lending, Commercial Banking, Finance, Mortgage Lending, Underwriting, Portfolio Management, FHA, Loans, Financial Analysis, Commercial Mortgages, Insurance, Investments, Refinance, Residential Mortgages, Risk Management, Mortgage Banking, Real Estate Financing, Credit, Wealth Management, Investment Properties, Strategic Financial..., Due Diligence, Asset Management, Banking, Real Estate Economics, Retirement Planning, Real Estate, Property, Commercial Real Estate, Small Business, Investors, Sales
Education
Indiana University Bloomington 1981 — 1983
BS Degree, Finance
Bank of America January 2010 - Present
Bank of America June 2008 - January 2010
Bank of America June 2006 - June 2008
Bank of America November 2005 - June 2006
Bank of America January 2003 - October 2005
Bank of America December 2001 - December 2002
Bank of America December 2000 - November 2001
Bank of America July 1998 - November 2000
Skills
Business Analysis, Project Delivery, Solution Architecture, Technology Integration, Integration, SDLC, Management, Business Requirements, CRM, Web Services, Enterprise Architecture, Project Management, Testing, Agile Methodologies, Software Project..., SOA, Requirements Analysis, Change Management, Program Management
Education
Indiana University Bloomington 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Greater Dover Chamber of Commerce May 2015 - Present
Bank of New Hampshire April 2014 - Present
Bank of America April 2010 - April 2014
Citizens Bank July 2006 - April 2010
Old National Bank 2005 - 2006
Skills
Customer Service, Banking, Retail Banking, Savings, Loans, Mortgage Lending, Refinance, FHA, Commercial Banking, Commercial Lending, Small Business Lending, Loan Origination, Credit Cards, Credit Analysis, Credit, Sales, Consultative Sales..., Sales Management...
Education
Indiana University Bloomington 1998 — 2002
Bachelor of Arts (BA), Criminal Justice, Business
Vectra Bank Colorado (Subsidiary of Zions Bancorporation) July 2010 - Present
Nevada State Bank (Subsidiary of Zions Bancorporation) May 2009 - June 2010
Zions Bancorporation October 2000 - April 2009
Independent Contractor July 1995 - September 2000
Bank of America October 1989 - June 1995
First Interstate Bank Arizona (now Wells Fargo) April 1987 - September 1989
Valley National Bank Arizona (now JP Morgan Chase) November 1981 - March 1987
Anderson Clayton & Company - Oilseed Processing Division May 1980 - October 1981
Skills
Commercial Banking, Credit Examination, Credit Analysis, Credit
Education
Pacific Coast Banking School 2009 — 2011
Masters level extension program in banking, finance and leadership, Excellent
Thunderbird School of Global Management 1979 — 1980
Master of International Management, Accounting and Finance
Indiana University Bloomington 1975 — 1979
Bachelor of Arts (B.A.), Spanish and Economics
Universidad Complutense de Madrid 1977 — 1978
Junior Year Abroad, History, Sociology, Geography, Art
Towers Watson's OneExchange June 2013 - January 2015
Towers Watson's OneExchange June 2012 - December 2012
BB&T April 2009 - March 2012
BBVA Compass April 2006 - January 2009
Edwin Watts Golf Shop LLC April 2004 - March 2006
Comerica Bank January 2001 - June 2003
Bank of America September 1999 - August 2000
Bank of America June 1997 - September 1999
Printcom Graphics Inc. May 1987 - June 1997
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Sales, Series 63 lapsed, Series 6 lapsed, New Business Development, Outlook, Employee Benefits, Customer Service, Loans, Business Development, Licensed Life & Health..., Customer Retention, Budgets, Small Business, Cross Selling, Portfolio Management, Banking, Investments, Process Improvement, Risk Management, Finance, Loan Origination, Real Estate, Relationship Management, Credit, Team Leadership, Marketing, Underwriting, Analysis, Account Management, Leadership, Management, Coaching, Mortgage Lending, Strategic Planning, Accounting, Life Insurance, Financial Analysis, Customer Satisfaction, Call Centers, Insurance, Strategic Financial..., Team Building, Training, Access, Sales Management, Small Business Lending, Entrepreneurship
Education
Indiana University Bloomington
Bachelor of Science (BS), Finance, General
IBM July 2012 - Present
Wells Fargo November 2010 - May 2012
Ally Bank January 2010 - October 2010
Citizen's Bank July 2009 - October 2009
Wachovia, A Wells Fargo Company October 2005 - June 2009
Bank of America September 2004 - October 2005
JP Morgan Chase February 2003 - September 2004
Pathlore Software February 2001 - September 2002
Frontstep 1998 - 2001
Skills
Process Improvement, Integration, CRM, SDLC, Project Management, Change Management, Disaster Recovery, Visio, Business Requirements, Resource Management, Management, Analysis, Testing, Strategy, Infrastructure, ERP, Technical Support, Banking, Project Planning, Six Sigma, Team Building, Service Delivery, Computer Networking
Education
Indiana University Bloomington
BA, History
Northeastern University
System courses
The Ohio State University
Computer courses
Bank of America May 2006 - Present
Kirkland & Ellis LLP October 2004 - May 2006
Mellon Financial January 2002 - January 2004
PricewaterhouseCoopers January 1998 - December 2001
Kirkland & Ellis LLP January 1996 - January 1998
Skills
Leadership, Organizational Design, Human Resources, Change Management, Performance Management, Employee Relations, Talent Management, Employee Engagement, Organizational..., Succession Planning, Leadership Development, Organizational..., Talent Acquisition, Process Improvement, Coaching, Strategic Planning, Recruiting, Personnel Management, Onboarding, Conflict Resolution, Hiring, Workforce Planning, Executive Management, Banking, HR Consulting, Executive Coaching, Interviews, HR Policies, Employee Training, Management Consulting, Call Centers, Culture Change, Business Process..., Deferred Compensation, Program Management, Sales, Strategy, Training
Education
Indiana University Bloomington 1992 — 1996
Bachelors, English, Psychology, Sociology
Deloitte August 2015 - Present
Bank of America February 2014 - August 2015
Deloitte October 2010 - February 2014
Deloitte October 2008 - November 2010
Siemens January 2008 - October 2008
Siemens July 2006 - January 2008
Siemens Energy & Automation June 2004 - July 2006
Skills
Financial Analysis, SAP, Sarbanes-Oxley Act, Financial Reporting, Financial Modeling, Hyperion Enterprise, Accounting, Forecasting, Auditing, Sarbanes-Oxley, Managerial Finance, SAP R/3, Corporate Finance, Finance, Business Process..., Strategic Financial..., US GAAP, Project Management, Financial Accounting, Business Analysis, Internal Audit, Internal Controls, Cost Accounting, IFRS
Education
Indiana University Bloomington 2002 — 2004
MBA, Finance, Marketing
Indiana University Bloomington 1999 — 2003
Bachelor, Accounting
Danesis Consulting, LLC September 2015 - Present
Bank of America September 2009 - April 2015
Compass Group North America June 2008 - April 2009
Capital H Group June 2004 - June 2008
Bank One 2003 - 2004
Deloitte & Touche April 2002 - May 2003
Arthur Andersen September 2000 - April 2002
Skills
Talent Management, Organizational..., Change Management, Strategy, Program Management, Leadership Development, Coaching, Consulting, Project Management, Workforce Planning, Process Improvement, Management, Strategic Planning, Organizational..., Employee Benefits
Education
Indiana University Bloomington 1996 — 2000
BA, Economics
Centerville High School 1992 — 1996
Independent Consultant April 2002 - Present
Holden International November 2012 - March 2014
National Park Service April 2012 - May 2012
Richardson November 2004 - March 2011
Cannon Financial Institute May 1999 - March 2000
Bank of America April 1994 - May 1999
Skills
Sales Skills Training, Coaching, Performance Consulting, Executive Coaching, Selling Skills, Negotiation, Training, Business Strategy, Change Management, Leadership, Cross-functional Team..., Selling, Sales, Consulting, Marketing, Leadership Development, Public Speaking, Strategy, Management Consulting
Education
Indiana University Bloomington 1988 — 1992
Bachelor's Degree, Speech Communication and Rhetoric
JPMorgan Chase & Co. July 2014 - Present
Bank of America February 2012 - June 2014
Bank of America November 2010 - February 2012
Bank of America March 2010 - November 2010
Skills
Finance, Credit Cards, Credit Analysis, Banking, Financial Analysis, Financial Modeling, Financial Services, Corporate Finance, Risk Management, Strategic Financial..., Start-ups, Financial Reporting
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science (BS), Accounting and Finance
The Home Depot February 2013 - Present
Bank of America November 2012 - Present
Her.She Atlanta February 2012 - Present
Digit Man Music October 2012 - January 2013
Equip Exports March 2012 - October 2012
Mingles.com, LLC January 2012 - May 2012
Medco 2009 - 2011
DWI Entertainment June 1999 - August 2006
Skills
Public Relations, Event Planning, Writing, Modeling, Microsoft Office, Microsoft Excel, QuickBooks, Quicken, Website Development, Promotions, Pharmaceutical Industry, Business Networking, Office Administration, Office Management, Payroll, Inventory Management, Interviews, PowerPoint, Social Networking, Research
Education
University of Phoenix 2010 — 2011
Associates, Forensic Psychology
Indiana University Bloomington 1996 — 1999
Associates, Journalism, 3.8
Bank of America February 2012 - Present
Critical Web Reader Project, School of Education, Indiana University July 2010 - December 2011
Pervasive Technology Institute, Indiana University Bloomington May 2010 - July 2010
Office of Research Administration, Indiana University Bloomington March 2010 - June 2010
MAQ Software July 2007 - August 2009
Skills
ASP.NET, C#, Microsoft SQL Server, Database Design, XSLT, Java, JavaScript, Software Design, SQL, SharePoint, Web Development, .NET, Web Services, Visual Studio, Eclipse, Software Development, Unix
Education
Indiana University Bloomington 2010 — 2011
Masters, Computer Science, 3.77
University of Mumbai 2003 — 2007
Bachelors of Engineering, Computer Engineering, 3.5
A. A. V. Patel Jr. College 2001 — 2003
HSC, High School/Secondary Certificate Programs, 90
St. Xaviers High School 1988 — 2001
SSC, High School/Secondary Certificate Programs, 84.40
PrimeLending October 2011 - Present
Bank of America July 2007 - October 2011
Decision One Mortgage June 2004 - June 2007
Skills
VA loans, Investment Properties, Refinance, FHA financing, Loans, Mortgage Banking, USDA, Mortgage Lending, Loan Origination, FHA, Credit, Residential Mortgages, Leadership, Underwriting, Government Loans, Construction Loans, Mortgage Underwriting, Credit Analysis, Reverse Mortgages
Education
Indiana University Bloomington 1992 — 1996
Bachelors, Business Management
US Trust, Bank of America Private Wealth Management 2007 - Present
Bank of America 2000 - 2007
Skills
Speak English, French &..., Trust Administration, Wealth Management Advice, Wealth Management, Trust, Estate Planning, Wealth Management..., Banking, High Net Worth..., Asset Allocation, Retirement Planning, Private Banking, Series 7, Investment Management, Mutual Funds, Trust Services, Investment Advisory, Trusts, Investments
Education
Indiana University Bloomington 1991 — 1993
MA, French Linguistics
Kalamazoo College 1985 — 1989
BA, Economics & French
LeaseMaid 2013 - Present
Generation Real Estate May 2010 - December 2012
Bank of America May 2009 - June 2010
Bank of America May 2008 - July 2008
Bank of America (ABN AMRO/LaSalle Bank) May 2006 - December 2006
United States Fire Protection May 2006 - December 2006
Skills
Property Management, Financial Modeling, Real Estate Development, Investment Properties, Ruby on Rails, HTML, CSS, Web Development, Real Estate Finance, Real Estate Marketing, Real Estate Economics, Sellers, Brokerage, Condos, Real Estate, Technological Innovation, Real Property, Property
Education
Indiana University Bloomington 2005 — 2009
Finance, Real Estate
HPHS 2001 — 2005
The Starter League
Ruby on Rails
Peggy Slater February 2015 - Present
K9 Fit Club St. Louis August 2013 - June 2015
YWCA of Metropolitan St. Louis April 2012 - July 2014
Mobilize LLC March 2011 - February 2012
Fontbonne University February 2011 - August 2011
Good Shepherd Children & Family Services 2007 - 2011
Boys Hope Girls Hope - National Office January 2001 - July 2007
Boys Hope Girls Hope 2001 - 2006
Parents as Teachers National Center 2000 - 2001
Bank of America 1997 - 2000
Skills
strategy execution, Non-profits, Strategy Execution, Volunteer Management, Public Speaking, Strategic Planning, Grant Writing, Leadership, Social Media, Program Management, Nonprofits, Marketing, Program Development, Community Outreach, Leadership Development, Fundraising, Community Development
Education
Saint Louis University 1990 — 1992
MBA, Organizational Development
Indiana University Bloomington 1982 — 1986
BS, Management/Psychology
Bank of America Merrill Lynch 2012 - Present
Bank of America Merrill Lynch October 2010 - October 2012
Bank of America May 2007 - September 2010
JPMChase 2001 - 2007
Bank One 2001 - 2003
tenneco automotive 1995 - 2001
tenneco 1995 - 2001
Helene Curtis 1991 - 1994
Kraft Foods 1988 - 1991
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MM, Marketing, Strategy
Indiana University Bloomington
Bank of America September 2014 - Present
Acosta Sales & Marketing November 2009 - September 2014
Rezult Technology October 2008 - July 2009
Aerotek March 2006 - October 2008
Diversified Corporate Solutions June 2005 - December 2005
Skills
Talent Acquisition, Recruiting, Talent Management, Human Resources, Training, Leadership, Staff Development, Management, Technical Recruiting, Hiring, Networking, Marketing, Temporary Placement, Applicant Tracking..., Sales, Direct Sales, Interviews
Education
Indiana University Bloomington 2001 — 2005
Bachelors, Public Affairs/Management
Cisco Systems November 2013 - Present
Cisco Systems November 2012 - October 2013
Cisco Systems June 2011 - November 2012
Cisco Systems September 2004 - June 2011
Cisco Systems October 2002 - September 2004
Cisco Systems July 2000 - October 2002
Aetna August 1993 - July 2000
Voit Commercial Brokerage Company 1990 - 1993
Bank of America 1989 - 1990
NCR Corporation 1986 - 1989
Skills
Employee Benefits Design, Global Compensation, Deferred Compensation, Employee Engagement, Organizational Design, Talent Management, Executive Coaching, Performance Management, Workforce Planning, Organizational..., Acquisition Integration, Change Management, Leadership, Mergers
Education
Santa Clara University - Leavey School of Business 1995 — 1997
Master of Business Administration (MBA), Finance
Indiana University Bloomington 1982 — 1986
Bachelor of Science (BS), Accounting
Bank of America May 2006 - Present
Skills
Mortgage Lending, Loans, FHA, Mortgage Banking
Education
Indiana University Bloomington
Bank of America September 2004 - Present
Skills
Banking, Vendor Management, Risk Management, Analytics, Relationship Management, Financial Services, Credit Cards
Education
Indiana University Bloomington
B.A., TV/Radio Advertising
Bank of America August 2013 - Present
Bank of America June 2012 - August 2013
Bank of America June 2011 - August 2011
Skokie Country Club April 2009 - August 2010
Cannondale Associates December 2009 - January 2010
Follett Corporation June 2008 - August 2008
Kenilworth Union Church August 2003 - June 2007
Skills
Microsoft Word, Accounting, Financial Analysis, Credit Risk, Financial Modeling, Financial Accounting, Commercial Lending, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Leadership, Economics, Sales, Data Analysis, Financial Reporting, Analysis, Banking, Investments, Management, Finance, Credit
Education
Indiana University Bloomington 2008 — 2012
Bachelor's, Finance BSB, Minor in Economics, GPA: 3.8/4.0
The London School of Economics 2010 — 2010
Macroeconomics
New Trier Township High School 2004 — 2008
High School Diploma
The PrivateBank & Trust Company January 2008 - Present
LaSalle Bank January 2001 - October 2007
LaSalle Bank/ABN Amro Chicago January 2001 - October 2007
Bank of America 1997 - 2001
Skills
Commercial Banking, Banking, Portfolio Management, Capital Markets, Credit, Financial Analysis, Mergers, New Business Development, Customer Relations, Customer Service, Commercial Lending, Treasury Management, Mergers & Acquisitions, Loans, Cash Management, Risk Management, Credit Risk, Credit Analysis
Education
Indiana University Bloomington 1980 — 1985
US Bank January 2011 - Present
Bank of America August 2004 - February 2009
Fleet Credit Card Services January 1998 - August 2004
First USA/First Chicago 1989 - 1999
Household Credit Services January 1996 - January 1998
Skills
Banking, Operations Management, Retail Payment Solutions, Contact Center..., Contact Centers, Customer Service, Customer Experience, Credit, Contact Center..., Customer Support, Credit Cards, Management
Education
Marquette University 1981 — 1983
MBA
Indiana University Bloomington 1977 — 1981
BS, Management
BB&T April 2010 - Present
S. Walker Advisors, Inc June 2009 - May 2010
Bank of America June 1980 - June 2008
Skills
Wealth Management, Investments, Strategy, Credit, Banking, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Relationship Management, Cross Functional Team..., Leadership Development, Philanthropy, Investment Management, Team Leadership, Financial Services, Risk Management, Strategic Planning, Leadership, Series 7, Asset Management, Sales, Commercial Banking, Financial Advisory, CRM, Estate Planning, Wealth, Loans, Finance, Private Banking, Financial Planning, Retirement Planning, Mortgage Lending
Education
Indiana University Bloomington 1978 — 1980
MBA, Finance
Knox College 1974 — 1978
BA, Chemistry and Business Admin
The August Jackson Company September 2015 - Present
The August Jackson Company August 2014 - September 2015
Blue Line Studios February 2012 - July 2014
Jack Morton Worldwide April 2013 - April 2013
Bank of America April 2013 - April 2013
Base Entertainment February 2011 - September 2011
Jack Morton Worldwide November 2011 - 2011
Nevada Ballet Theatre November 2011 - 2011
Nevada Ballet Theatre October 2011 - 2011
Central City Opera May 2010 - August 2010
Skills
Corporate Events, Event Planning, Event Management, Stage Management, Video Production, Fashion Design, Photoshop, Social Media Marketing, Project Management, Marketing, Proficient in Adobe..., Office Administration, OSHA 10 Certified
Education
Indiana University Bloomington 2006 — 2010
BA, Theatre and Drama - Stage Management
Indiana University Bloomington 2007 — 2009
Certificate, Fashion Design
Ottawa Hills High School
Pivot Change Management Group, LLC September 2014 - Present
Grant Thornton LLP February 2014 - October 2014
CherryRoad Technologies July 2012 - February 2014
Resilient & Tested, LLC October 2009 - August 2012
Bank of America August 2007 - March 2009
Bank of America January 2006 - August 2007
Farmers Insurance January 2004 - February 2006
Periscope Organization 1985 - 2004
Sun Microsystems 1992 - 1994
The Pacific Group January 1985 - October 1992
Skills
LDRPS, FFIEC Compliance, Enterprise Risk..., Learning, Change Management, elearning, Instructional Design, ERP, Oracle Applications, Oracle E-Business Suite, SAP, PeopleSoft, Risk Management, Operations Management, Compliance Management, Compliance Audits, Mortgage Banking, Business Continuity, Business Process, Disaster Recovery, Leadership, Needs Analysis, Organizational Design, Operational Risk..., Business Continuity..., Business Process..., Strategy, Personnel Management, Training, Process Improvement, E-Learning, Compliance, Operational Risk, Management Consulting, Information Technology, Management, Business Transformation, PMO, Organizational..., Software Documentation, Risk Assessment, Vendor Management, Program Management, Enterprise Software, Business Process..., Business Analysis, Strategic Partnerships, Consulting, Project Planning, Performance Improvement
Education
Indiana University Bloomington 1980 — 1983
ABD, Instructional Systems Technology & Organizational Behavior
Indiana University - Bloomington 1977 — 1980
M.S., Instructional Systems/Org Behavior
Ithaca College 1973 — 1977
B.S., Communications
Sterne Agee CRT May 2014 - Present
Monness, Crespi, Hardt & Co., Inc. January 2012 - May 2014
Citadel Securities November 2010 - August 2011
Collins Stewart July 2009 - March 2011
Bank of America June 2008 - June 2009
Jefferies & Company June 2006 - January 2008
Bear Stearns 2000 - 2006
Skills
Equity Research, Equities, Hedge Funds, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Investments, Fixed Income, Investment Banking, Bloomberg, Asset Managment, Series 7, Alternative Investments, Private Equity, Asset Management
Education
Indiana University Bloomington 1998 — 2000
MBA, Finance
Rockhurst University 1993 — 1996
BSBA, Finance/Economics
The Berkshire Eagle November 2010 - January 2012
Berkshire Leadership Program 2010 - 2010
Bank of America 2006 - 2009
Skills
Event Planning, Public Relations, Social Media Marketing, Advertising, Social Networking, Strategic Planning, Nonprofits, Team Building, Leadership, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Budgets, Online Advertising, Marketing Communications, Event Management, Press Releases, Customer Service, Marketing, Marketing Strategy, Strategy, Management
Education
Massachusetts Bay Community College 2009 — 2010
Paralegal Studies
Indiana University Bloomington 1994 — 1996
Audio Recording
Continental Grain Company March 2014 - Present
Bank of America May 2005 - February 2014
Skills
Bloomberg, Capital Markets, Equities, Equity Research, Financial Modeling, Corporate Finance, Fixed Income, Hedge Funds
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Finance, General
Stroker & Associates April 2012 - October 2013
Neighbors For a Safer Charlotte 2008 - 2011
Bank of America 1998 - 1999
Bank of America 1995 - 1998
Bank of America 1993 - 1994
Delwin Frank LTD. 1991 - 1993
Harnischfeger Industries 1988 - 1991
Bank of America 1984 - 1988
Skills
Non-profits, Fundraising, Public Speaking, Social Media, proficient in spanish,..., Spanish, Recruiting, Talent Acquisition, International Banking..., Finance, Manufacturing, Treasury Management, Executive Search, Management, Civic Engagement, Nonprofits, Leadership
Education
Thunderbird School of Global Management 1983 — 1984
Master's degree, International Finance
Indiana University Bloomington 1979 — 1983
Bachelor of Arts (BA), Spanish Language and Literature
University of Dijon, France 1982 — 1982
summer study program, French Language and Literature
Universidad Complutense de Madrid 1981 — 1982
one-year study abroad program, Spanish and Iberian Studies
Brookfield Central High School
EY March 2015 - Present
Bank of America May 2012 - February 2015
Protiviti August 2010 - May 2012
Tradewinds Logistics LLC October 2009 - July 2010
Skills
Financial Modeling, IT Audit, Information Security, Business Analysis, Information Technology, Governance, Enterprise Risk..., SDLC, Internal Audit, Business Process..., Data Analysis, CISA, Sarbanes-Oxley, Analytics, Internal Controls, Project Management
Education
Indiana University Bloomington 2008 — 2009
Master of Science, Information Systems
Indiana University Bloomington 2004 — 2008
Bachelor of Science, Entrepreneurship & International Business
Commerce Bank April 2015 - Present
RPS Benefits November 2014 - April 2015
Bank of America June 2013 - August 2013
PNC Mortgage June 2012 - August 2012
Skills
Excel, Access, Quality Assurance, Microsoft Excel, Loans, Teamwork, Portfolio Management, PowerPoint, Treasury Management, Management, Microsoft Word, Social Media, Social Networking
Education
Indiana University Bloomington 2010 — 2014
B.S., Finance
John Burroughs School 2004 — 2010
High School Diploma
Bank of America February 2015 - Present
Springhouse Appraisal Management Company / Altisource April 2010 - January 2015
Blackhorse Mortgage 2007 - 2009
First Magnus Financial 2002 - 2005
Bicker Real Estate and Appraisal 2002 - 2005
The Hills Country Club (ClubCorp) 1999 - 2002
Skills
Valuation, REO, Appraisals, FHA, Default, UAD/UCDP, Mortgage Lending, Mortgage Banking, Investment Properties, Contract Negotiation, Real Estate, Sales Management, Asset Management, First Time Home Buyers, Foreclosures, Condos, Negotiation, Sales, Commercial Real Estate, Customer Service, Marketing, Loans, Management, Mortgage Underwriting, Real Estate Transactions, Residential Homes, Underwriting
Education
Indiana University Bloomington 1995 — 1999
Parks, Recreation and Leisure Facilities Management
athenahealth July 2015 - Present
The Home Depot January 2013 - July 2015
The Home Depot 2011 - December 2013
Bank of America May 2011 - December 2011
Alorica November 2008 - May 2011
Christole Incorporated May 2008 - November 2008
Skills
5+ years of..., Knowledgeable in..., Superb interviewing..., Able to work..., Diligent in..., A+ Coaching,..., Ability to manage..., Experience with..., Software- Microsoft..., Customer Service, Leadership, Recruiting, Microsoft Office, Training, Public Speaking, Sales, Customer Satisfaction, Interviews, Analysis, Management
Education
Indiana University Bloomington 2003 — 2008
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Capital One Bank February 2012 - Present
Guaranty Bank July 2010 - February 2012
Bank of America 2007 - 2009
Wells Fargo 2002 - 2007
Skills
Consumer Lending, Mortgage Lending, Retail Banking, People Management, Credit, Banking Operations, Sales Management, Sales Recruitment, Culture Change, Management, Analysis, Recruiting, Banking, Change Management, Business Development, Financial Services, Loans, Talent Acquisition, Sales, Human Resources, Credit Analysis, Commercial Lending, Underwriting, Commercial Banking, Relationship Management, Loan Origination, Small Business Lending, Portfolio Management, Mortgage Banking, Treasury Management, Leadership, Finance, Risk Management, Cross Selling, Wealth Management, Cash Management, Financial Risk
Education
Indiana University Bloomington 1998 — 2002
BS, Finance, Management, Psychology
ChikPea.com June 2006 - Present
ChikPea Inc June 2005 - Present
Bank of America 2001 - 2006
Siebel Systems 1999 - January 2001
Bank of America 1994 - 1999
Skills
Telecommunications, Linux, Web Services, SaaS, Software Development, Salesforce.com, CRM, Cloud Computing, Project Management, SQL, Integration, Management, Business Process, Telecommunications..., Business Process Design, Business Process Mapping, CRM Integration, Recurring Billing, Billing Process, Requirements Analysis, Software Documentation, Entrepreneurship, Business Intelligence, Software Project..., Enterprise Software
Education
Indiana University Bloomington 1984 — 1988
BA, Political Science
Independent Contractor September 2013 - Present
comScore, Inc. July 2006 - July 2012
Canterbury English October 2005 - June 2006
Bank of America August 2004 - September 2005
AIG American General March 2002 - April 2004
Skills
Market Research, Project Management, Forecasting, Statistics, Financial Accounting, Life Insurance, Quality Assurance, Fixed Annuities, English, Survey Design, IRAs, Regulatory Capital, Management Due Diligence, Management, Investments
Education
UCLA Anderson School of Management 2010 — 2013
Master of Business Administration (MBA), Finance, General
ITESM
Indiana University Bloomington
Bachelor of Science (B.S.), Finance, Marketing, International Studies
Universidad de Salamanca
Lincoln International July 2013 - Present
Bank of America June 2012 - August 2012
Perimeter E-Security May 2012 - May 2012
Sigma Nu Fraternity 2011 - 2012
Interfraternity Council at IU 2011 - 2011
Skills
Leadership, Microsoft Excel, Investment Banking, Microsoft Office, PowerPoint, Financial Modeling, Valuation, Management
Education
Indiana University Bloomington 2009 — 2013
Bachelors, Accounting and Finance
New Canaan High School 2005 — 2009
Carlisle & Gallagher Consulting Group February 2014 - Present
Bank of America June 2012 - February 2014
Bank of America August 2010 - May 2012
Target Media Partners January 2010 - July 2010
City of Albuquerque June 2009 - December 2009
RichardAntoineWhite.com February 2007 - May 2009
Skills
Project Management, Business Analysis, Software Implementation, Software Quality..., System Integration..., User Acceptance Testing, Team Leadership, Cross-functional Team..., Public Speaking, Client Relations Skills, Marketing, Microsoft Word, Microsoft Excel, PowerPoint, Visio, MS Project, Quality Center, SharePoint, PeopleSoft, Cognos, C++, Java, Matlab, HTML, Flash, Scheme, SQL, Visual Basic
Education
The University of New Mexico 2007 — 2010
Master of Arts (M.A.), Music
Indiana University Bloomington 2003 — 2007
Bachelor of Arts (B.A.), Computer Science, Music
Purdue University 2002 — 2003
Transfer, Aerospace, Aeronautical and Astronautical Engineering
Bank of America May 2014 - Present
Bank of America July 2012 - May 2014
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Treasury Management, Financial Analysis, Treasury, Treasury Services, Banking, Commercial Banking, Cash Management, Leadership
Education
Indiana University Bloomington 2008 — 2014
Bachelor of Applied Science (BASc), Finance, General
London School of Economics and Political Science 2010 — 2010
Economics
Echo Global Logistics August 2008 - Present
Bank of America September 2006 - August 2008
Countrywide Home Loans October 2003 - September 2006
Skills
Account Management, Cold Calling, Sales, Logistics, Transportation, Sales Management, New Business Development, Logistics Management, 3PL, Sales Operations, Transportation..., Supply Chain Management, Salesforce.com, Supply Chain, B2B, Negotiation, Pricing, Sales Process, Customer Service, Operations Management, Management
Education
Indiana University Bloomington
Business Management
First Data Corporation May 2015 - Present
TD Ameritrade January 2015 - May 2015
Neuberger Berman December 2013 - December 2014
Vertical Resources January 2001 - December 2014
Citi August 2013 - December 2013
Credit Suisse October 2009 - January 2011
Marsh Business Continuity Risk Consulting January 2007 - October 2009
TABB Group June 2008 - April 2009
Bank of America May 2005 - January 2007
Merrill Lynch February 2000 - May 2005
Skills
Project Portfolio..., Business Continuity, Disaster Recovery, PMO, IT Strategy, Vendor Management, SDLC, Program Management, Governance, Risk Assessment, ITIL, Change Management, Strategic Planning, Enterprise Architecture, Integration, Business Process, Outsourcing, Risk Management, Strategy, Project Management, Data Center, Management, Process Improvement, Enterprise Software, MS Project, Consulting, Leadership, SharePoint, Product Management, Project Planning, Start-ups, Analysis, Infrastructure, PMP, Quality Assurance, Business Process..., Project Delivery, IT Management, Professional Services, Management Consulting, Executive Management, Software Project..., Information Technology, Business Transformation, Business Intelligence, IT Service Management, Business Process..., Security, Solution Architecture, Resource Management
Education
Pace University - Lubin School of Business 1987 — 1991
MBA, Management Information Systems, Accounting
Indiana University Bloomington 1979 — 1983
BS, Business, Finance & Accounting
The Juilliard School 1978 — 1979
Piano Performance
John Adams High School
Bank of America April 2012 - May 2015
Societe Generale March 2008 - April 2012
Citigroup August 2002 - March 2008
TD Securities May 2000 - August 2002
Credit Lyonnais September 1997 - May 2000
Republic Bank August 1994 - September 1997
United Jersey Bank 1990 - 1993
Skills
Hedge Funds, Fixed Income, Derivatives, Capital Markets, Alternative Investments, Fund Of Funds, Credit Derivatives, Structured Products, Credit Risk, Market Risk, Prime Brokerage, CDS, Risk Management, Adventure, Hedging
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1993
M.B.A., Finance
Indiana University Bloomington 1984 — 1988
B.S., Finance
Harris Williams & Co. March 2009 - Present
National City Bank November 2006 - February 2009
Brown Gibbons Lang & Company June 2002 - September 2006
Piper Jaffray Inc. August 1998 - March 2002
Heller Financial, Inc. April 1995 - July 1998
Bank of America January 1994 - March 1995
Continental Bank June 1991 - January 1994
Skills
Investment Banking, Mergers, Capital Markets, Valuation, Middle Market, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Private Equity, Restructuring, Private Placements, Leveraged Finance, Financial Advisory, LBO, Corporate Development, Business Valuation, M&A experience, Due Diligence, Divestitures, Equities, Capital Raising, Sell Side, Alternative Investments, Financial Structuring, IPO
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Operations Management
Indiana University Bloomington 1987 — 1991
BS Business, Finance
SunTrust Bank March 2013 - Present
Bank of America March 2004 - February 2013
Siemens July 2001 - March 2004
Polar Air Cargo July 1999 - June 2001
GE Supply a GE Capital Company September 1992 - 1999
Skills
Six Sigma, Project Portfolio..., Project Execution, Risk Management, Project Planning, Product Lifecycle..., ERP, Statistics, Process Improvement, Business Process..., PMO, Change Management, Banking, Process Engineering, Business Transformation, DMAIC, Operational Excellence, Program Management, Vendor Management, Cross-functional Team..., Operations Management, Business Process Mapping, PMP, Project Management, Leadership, Strategy, Integration, Management, Mergers & Acquisitions
Education
Indiana University Bloomington 1987 — 1992
BA
Bank of America April 2014 - Present
Bank of America August 2011 - April 2014
McDermott Will and Emery December 2009 - August 2011
Protiviti September 2006 - December 2009
Alaris Consulting May 2005 - August 2005
Aon Warranty Group May 2004 - August 2004
Skills
Accounting, Finance, Financial Services, Financial Analysis, Financial Modeling, Risk Management, Corporate Finance, Valuation, Due Diligence, Financial Reporting, Portfolio Management, Mergers & Acquisitions, Banking, Internal Audit, Process Improvement, Internal Controls
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Finance, General
Indiana University Bloomington 2002 — 2006
BA, Business Economics
Movement Mortgage, LLC November 2014 - Present
Homebridge Financial Services f/k/a REMN October 2013 - October 2014
Movement Mortgage September 2010 - September 2013
Prospect Mortgage, LLC September 2008 - October 2010
American Home Mortgage September 2005 - August 2007
Chase Home Finance April 2003 - September 2005
Bank of America 2000 - 2003
Skills
203K specialist, RD loan expert, FHA originator, Social Media Marketing, FHA, USDA, Mortgage Lending, VA loans, VA, Loans, Reverse Mortgages, Residential Mortgages, 203K, Real Estate, Referrals, Investment Properties, First Time Home Buyers, Credit, Construction Loans, Sellers, Short Sales, Foreclosures, Mortgage Banking, Real Estate Transactions, Finance, FHA financing, Government Loans, Refinance, Loan Origination, Mortgage Underwriting, Real Estate Financing, Mortgage Marketing, Home Equity Loans, Home Equity Lines of..., Non-Conforming
Education
University of Pittsburgh 1986 — 1989
Bachelor of Science, Business
Indiana University Bloomington 1983 — 1985
Bachelor of Science (BS), Business/Commerce, General
Bank of America January 2012 - Present
Bank of America November 2010 - December 2011
MBNA September 1995 - November 2010
Inchcape PLC June 1993 - September 1995
Aquatec Environmental Services February 1989 - June 1993
Rollins Environmental Services June 1988 - February 1989
Rollins Environmental Services June 1987 - June 1988
Skills
Loans, Credit Cards, Banking, Portfolio Management, Direct Marketing, Credit
Education
University of Vermont 1991 — 1995
MBA, Finance
Indiana University Bloomington 1982 — 1986
B.S., Biochemistry
Valparaiso High School 1979 — 1982
Bank of America June 2010 - Present
Your Community Bank February 2008 - July 2009
HomeBanc Mortgage Corporation July 2006 - August 2007
HomeBanc Mortgage January 2005 - July 2006
Clark Memorial Hospital December 1999 - December 2004
Deloitte & Touche LLP August 1994 - December 1999
Skills
Public Relations, Strategic Planning, Event Planning, Fundraising, Process Improvement, Marketing Strategy, Customer Service, Marketing, Brand Management, Leadership, Project Management, Strategy, Advertising, Market Planning, Market Research, Program Management, Management, Internal Communications, Project Planning, Training, Business Development, Budgets, Leadership Development, Event Management, Integrated Marketing
Education
Indiana University Bloomington 1999 — 2002
MBA, Corporate Psychology and Marketing
Indiana University Bloomington 1989 — 1992
Bachelor of Science (B.S.), Business/Corporate Communications
Consulting Consortium January 2006 - Present
SEI 2005 - Present
Oakbrook Solutions May 2005 - December 2005
Symphoni Interactive (formerly I.M.I.S) September 1996 - May 2005
Bank of America August 1989 - March 1994
Continental Bank August 1987 - July 1989
Continental Bank October 1984 - July 1987
Skills
Wealth Management, Mutual Funds, Asset Managment, Securities, Financial Services, Fixed Income, Equities, Business Analysis, Investments, Corporate Actions, Project Management, Trust Operations, Global Custody, Trust Services, Portfolio Management, Alternative Investments, Asset Management, Derivatives, Hedge Funds, Bonds, Bloomberg
Education
Indiana University Bloomington 1980 — 1984
ba, economics
Bank of America 2011 - Present
Federal Reserve Bank 2008 - June 2011
Banc of America Securities 2000 - 2008
Merrill Lynch 1992 - 1998
Skills
Capital Markets, Capital Management, Trading, Fixed Income, Bonds, Financial Risk, Risk Management, Banking, Derivatives, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance and Economics
Indiana University Bloomington 1988 — 1992
BS, Finance
Delta High School 1984 — 1990
145 Communications October 2007 - Present
ComEd 2009 - 2013
Accenture January 2007 - October 2007
HSBC October 2004 - January 2007
Harris Bank March 1999 - October 2004
Bank of America January 1998 - March 1999
NiSource November 1992 - January 1998
LaPorte Herald Argus 1988 - 1990
Skills
Communications Planning, Crisis Communications, Copywriting, Editing, Team Management, Internal Communications, Corporate Communications, Communication Training, Strategic Communications, Media Relations, Marketing Communications, Public Relations, Web Content Management, Newsletters, Content Management, Content Development, Press Releases, Employee Engagement, Speech Writing, Intranet, Social Media, Advertising, Web Content, Publications, Marketing, Strategy, Interviews, Leadership
Education
Indiana University Bloomington
Bachelor of Arts, Journalism
Bank of America November 2011 - Present
Bank of America June 2010 - November 2011
Bank of America June 2009 - June 2010
Bank of America September 2004 - June 2009
Bank of America September 2002 - September 2004
Bank of America August 1996 - September 2002
International Paper August 1994 - August 1996
Skills
Financial Planning, MIS Reporting, Strategic Planning, Employee Engagement, Business Planning, Talent Management, Analytics, Strategic Financial..., Management, Process Improvement, Finance, Team Building, Business Intelligence, Human Resources, MIS
Education
University of Colorado Denver 2004 — 2008
Masters, Information Systems
Indiana University Bloomington 1992 — 1994
Bachelor of Science (B.S.), Accounting
Vincennes University 1990 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Calypso Technology May 2012 - Present
Bank of America Merrill Lynch April 2011 - May 2012
RBS Sempra Commodities January 2008 - April 2011
Bank of America November 2006 - December 2007
Education
Indiana University Bloomington
PhD, Theoretical Physics
Bank of America September 2002 - February 2009
Wells Fargo 2009 - 2009
Education
Indiana University Bloomington
Fifth Third Bank 2012 - Present
J.P. Morgan 2005 - 2012
J.P. Morgan Securities Inc. 2004 - 2005
Bank One Capital Markets Inc. 2002 - 2004
Bank of America 1995 - 2002
Skills
Leveraged Finance, Corporate Finance, LBO, Private Equity, Capital Markets, Investment Banking, Asset Based Lending, Portfolio Management, Middle Market, Debt, Banking, Commercial Banking, Finance, Structured Finance, Cash Flow, Restructuring, Commercial Lending, Loans, Financial Structuring, Acquisitions, Recapitalizations
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Alvarez & Marsal March 2013 - Present
Bank of America February 2011 - February 2013
FDIC Subsidiary Management (Micah Mortgage) February 2009 - November 2010
EDS September 2000 - April 2008
Skills
Hyperion EPM, Essbase ASO, Pace Planning, Microsoft SQL Server, Smartview, Budget Process, Strategic Planning, Secondary Mortgage..., ERP Evaluation
Education
Indiana University Bloomington 1992 — 1997
Bank of America RETIRED!Retired!June 2013 - June 2013
Applied Information Development 1973 - 1991
Education
Indiana University Bloomington 1963 — 1967
BS, Business
Bank of America Client ManagerFirst Michigan Bank1984 - Present
Skills
Financial Analysis, Relationship Management, Finance, Loans, Banking, Underwriting, Credit, Mortgage Lending, Mortgage Banking, Commercial Banking, Credit Analysis, Small Business Lending, Portfolio Management, Consumer Lending, Commercial Lending, Credit Risk, Loan Origination
Education
Indiana University Bloomington 1969 — 1973
Reynolds American, Inc. August 2015 - Present
Bank of America April 2014 - July 2015
CUNA Mutual Group April 2011 - March 2014
Marketing Analytics, Inc. May 2010 - April 2011
CUNA Mutual Group December 2006 - May 2010
Sears Holdings Corporation April 2006 - December 2006
HSBC May 2005 - April 2006
Skills
Analytics, Segmentation, Predictive Modeling, Data Mining, SAS, Statistical Modeling, Statistics, Quantitative Analytics, Logistic Regression, Predictive Analytics, Data Analysis, SQL, Time Series Analysis, Database Marketing, Market Research, Direct Marketing, Analysis, Data Management, Multi-channel Marketing, Marketing Mix Modeling, SAS/SQL, Marketing Strategy, Contact Management, Contact Strategy, Modeling, Customer Analytics, Linear Regression, Cluster Analysis, Decision Trees, CHAID, Factor Analysis, Regression, Econometrics, ANOVA, Mathematics, Consulting, Marketing Analytics, Business Analytics, Customer Insight, Business Intelligence, Marketing Research, Forecasting, Customer Acquisition, Quantitative Research, Databases, CRM, Microsoft SQL Server, Business Analysis, Operations Research, Netezza
Education
Purdue University 2002 — 2004
M.S., Computational Finance and Statistics, 3.6/4.0
University of Notre Dame 2001 — 2002
ABD, Applied Mathematics, 3.9/4.0
University of Michigan 2000 — 2001
M.S., Applied Mathematics, 3.8/4.0
Indiana University Bloomington 1998 — 2000
B.S., Pure Mathematics, 3.9/40
Bank of America February 2010 - Present
Bank of America August 2007 - February 2010
Bank of America June 2004 - August 2007
ABN AMRO Bank N.V. September 1992 - September 1997
Federal Reserve Bank of Chicago April 1988 - September 1992
Skills
Portfolio Management, Banking, Financial Modeling, Strategic Financial..., Financial Analysis, Capital Markets, Credit, Financial Services
Education
Indiana University Bloomington 1983 — 1987
BS
Scotiabank June 2012 - Present
BNP Paribas Securities Corp July 2006 - May 2012
Credit Suisse March 2001 - June 2006
Bank of America April 1995 - February 2001
Skills
Capital Markets, Loans, Syndications, Structured Finance, Leveraged Finance
Education
Indiana University Bloomington 1991 — 1993
MBA, Finance
American Colors March 2003 - Present
American Colors 1998 - Present
Bank of America March 2000 - March 2003
Education
Indiana University Bloomington 1995 — 1999
Bank of America July 2000 - Present
Mergent, Inc. July 1998 - July 2000
Moody's August 1992 - July 1998
Skills
Fixed Income, Bloomberg, Portfolio Management, Trading, Trading Systems, Compliance, Risk Management, Bonds, Analysis, Investments, Business Analysis, Securities, Asset Management, Hedge Funds, Mutual Funds
Education
University of North Carolina at Charlotte 1995 — 1997
MBA
Indiana University Bloomington 1989 — 1992
Bachelor of Arts, Economics
Goldman Sachs July 2013 - Present
PFM Group December 2012 - July 2013
PFM Group February 2010 - December 2012
Bank of America June 2008 - August 2008
Indiana University January 2008 - May 2008
Apple & Co., Inc. May 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Fixed Income
Education
Indiana University Bloomington 2004 — 2008
B.S., Public Affairs
Carlisle & Gallagher Consulting Group August 2010 - Present
Beckett Media September 2009 - August 2010
Bank of America 2008 - 2009
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Bank of America 2004 - 2005
Bank of America 2001 - 2004
Bank of America 1998 - 2001
Bank of America 1996 - 1998
Bank of America 1993 - 1996
Skills
Change Management, Strategy, Integration, Business Transformation, Program Management, Business Intelligence, IT Management, Management, IT Strategy, Mergers, Business Process..., Management Consulting, Process Improvement, Banking, Risk Management, Strategic Planning, Project Portfolio..., Leadership, Cross-functional Team..., Six Sigma, Operations Management, Vendor Management, Financial Services, Business Strategy, Project Planning, PMO, Business Analysis, E-commerce, Acquisition Integration, Outsourcing, Business Process, Governance, Portfolio Management, Software Development, CRM, SDLC, Executive Management, Business Requirements, Talent Management, Business Process..., Mergers & Acquisitions
Education
University of Kansas - Graduate School of Business 1982 — 1984
MBA
Indiana University Bloomington 1975 — 1979
Stifel Financial Corp. January 2011 - December 2013
Cross Point Capital July 2009 - December 2010
RBS Greenwich Capital June 2005 - May 2008
Bank of America January 1995 - June 2005
Bank of America January 1992 - December 1994
Bank of America January 1988 - December 1991
Bank of America January 1987 - December 1987
Bank of America January 1985 - December 1986
CME Group May 1982 - December 1984
Skills
Capital Markets, Investment Banking, Private Equity, Hedge Funds, Risk Management, Fixed Income, Structured Finance, Securities, Equities, Investments, Trading, Finance, Banking, Restructuring, Credit Risk
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA), Economics, Finance, and International Business
Indiana University Bloomington
Bachelor of Science (BS), Accounting
Bank of America July 2010 - Present
Fortace, LLC January 2010 - September 2010
HSBC March 1999 - May 2009
Skills
Investigations, Banking, Mortgage, Auditing, Fraud, Loans, Payments, Fraud Investigations, Fraud Prevention
Education
Indiana University Bloomington 1994 — 1998
BA, Criminal Justice
Atlantic Coast Bank January 2001 - June 2015
Community First Credit Union 1999 - 2001
Atlantic Coast Bank 1998 - 1999
Indiana Members Credit Union 1994 - 1998
Bank of America January 1992 - January 1994
Indiana Members Credit Union January 1990 - July 1992
Skills
Mortgage Banking, Loans, Loan Origination, Vendor Management, Retail Banking, Call Centers, Risk Management, Marketing, Core Banking, Executive Management, Sales, Team Building, Training, Deposits, Management, Process Improvement, Financial Services, Consumer Lending, Cash Management, Commercial Lending, Operations Management, Banking, Strategic Planning, Leadership, Sales Management, Business Development, Portfolio Management, Commercial Banking, New Business Development, Account Management, Customer Service, Relationship Management, Financial Analysis, Small Business Lending, Credit Risk, Financial Risk, Strategy, Team Leadership, Business Analysis, Mergers, Budgets, Negotiation, Change Management, Analysis, CRM
Education
University of Maryland University College 2004 — 2008
MBA, Business
Indiana University Bloomington 1988 — 1994
BSA, Business
National School of Banking
America's Community Bankers, Fairfield University
Stonegate Mortgage Corporation May 2013 - Present
Fifth Third Bank July 2008 - May 2013
Bank of America June 2007 - July 2008
Fifth Third Bank April 2003 - June 2007
Irwin Mortgage June 2000 - April 2003
First Indiana Bank June 1997 - June 2000
Skills
DE, SAR, Mortgage Underwriting, Mortgage Lending, FHA, Refinance, Loan Origination, Mortgage Banking, Residential Mortgages, Loans, USDA, VA loans, Underwriting, Credit Analysis, Credit
Education
Indiana University Bloomington
Bachelor's degree, Business Administration and Management, General
Republic Services, Inc. December 2008 - Present
Republic Services, Inc. October 1998 - December 2008
Dole Food Company June 1989 - October 1998
Bank of America April 1985 - June 1989
Mellon Bank July 1981 - April 1985
Skills
Treasury, Investor Relations, Risk Management, Insurance, Corporate Finance, Municipal Bonds, Banking Relationships, Tax, Environmental Issues, Solid Waste, Transportation Finance, Leasing, Fresh Produce, International Business, Waste Management, Waste, Team Leadership, Team Building, Sustainable Business, Sustainability..., Sustainability, Strategy, Strategic Planning, Soil, Sarbanes-Oxley Act, Sales Management, Remediation, Recycling, RCRA, Program Management, Process Improvement, Investments, Leadership, Management, Mergers, Mergers, Negotiation, New Business Development, Operations Management, P, Accounting, Budgets, Business Development, Cash Management, Change Management, Contract Management, Contract Negotiation, Environmental Awareness, Environmental Compliance, Environmental Consulting
Education
Indiana University Bloomington 1979 — 1981
Master of Business Administration (MBA), Finance and Information Systems
University of Southern California 1973 — 1977
Bachelor of Science, Real Estate Finance
Gemworld International, Inc. February 2015 - Present
RF Enterprises January 2014 - Present
MB Financial Bank January 2013 - November 2013
Bank of America September 2011 - December 2012
Half Price Books 2009 - 2011
Skills
Sales Management, Leadership, Customer Retention, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Technical Analysis, Electronic Trading, Equity Trading, Options Strategies, Trading Strategies, Portfolio Management, Financial Markets, Risk Management, Stock Trading, Fundamental Analysis, Capital Markets, Securities, Investments, Banking, Residential Mortgages, Sales Process, Social Networking, Team Leadership, Training, Marketing, Computer Hardware, Computer Science, Computer Repair, Computer Security, Professional Services, Mortgage Banking, Team Management, Twitter
Education
Robert Morris College 2008 — 2010
Bachelor of Business Administration (BBA), Business Administration and Management, General
Indiana University Bloomington 2005 — 2008
Glenbrook South Highschool 1998 — 2002
Heritage Financial Group March 1995 - Present
Bank of America March 1991 - March 1995
Deloitte & Touche January 1988 - March 1991
Skills
Financial Analysis, Real Estate Investment, Investment Properties, Real Estate Transactions, Real Estate, Negotiation, Mobile Homes, Due Diligence, Accounting, Dispositions, Disposition, Real Estate Development, Real Estate Economics, Real Estate Acquisitions, Property Management, Brokerage, Real Estate Financing, Loans, Commercial Real Estate, Apartments
Education
Indiana University Bloomington 1983 — 1987
BS, Accounting
JPMorgan Chase October 2009 - Present
Bank of America July 2008 - October 2009
MB Financial Bank June 2007 - July 2008
Chase September 2003 - June 2007
Skills
Loans, Underwriting, Lines Of Credit, Small Business Lending, Credit, Commercial Banking, Commercial Mortgages, Deposits, Commercial Lending, Treasury Management, Cash Management, Financial Risk, Portfolio Management, Relationship Management, Loan Origination
Education
Indiana University Bloomington 1993 — 1997
BS, Healthcare Administration
Bank of America June 2011 - Present
Business Management Solutions, NY 2007 - Present
Business Management Solutions December 2006 - Present
Eileen Claman Inc 2004 - 2010
Eileen Claman Inc 2004 - 2010
Eileen Claman Inc 2004 - 2010
Key Bank April 2005 - May 2006
Bank of New York Mellon August 1991 - March 2005
NatWest Bank August 1988 - August 1991
NatWest Bank August 1988 - August 1991
Skills
Management, Leadership
Education
Indiana University Bloomington 1974 — 1978
BA, Business Management, Marketing, Accounting
Box Real Estate LLC September 2014 - Present
Wolfcreek Consulting February 2013 - Present
Number 1 Enterprises January 2012 - Present
Shark Shooter Firearms April 2008 - Present
City National Bank November 2010 - February 2014
Front Sight August 2009 - December 2010
University of Phoenix November 2009 - November 2010
Bank of America March 2008 - November 2009
WACHOVIA SECURITIES November 2004 - October 2007
Skills
Coaching, Loans, Sales, Customer Service, Team Building, Risk Management, Business Planning, Public Speaking, Leadership, Program Management, Management, Training, Finance, Banking, Firearms, Start-ups, Strategic Planning, Time Management, Commercial Lending, Sales Management, Leadership Development, Accounting, New Business Development, Small Business, Financial Analysis, Real Estate, Budgets, transportation..., Staffing Services, Permanent Staffing, Executive Search, Recruiting, Financial Recruiting, IT Recruitment, Medical Staffing
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
Indiana University Bloomington 2000 — 2004
B.S., Finance
Cooper City High School
Fifth Third Bank May 2013 - November 2013
Bank of America August 2011 - February 2013
Bank of America March 2009 - August 2011
RMIC January 2009 - March 2009
EverBank November 2006 - December 2008
EverBank March 2005 - November 2006
EverBank August 2004 - March 2005
Skills
Credit, Credit Analysis, Underwriting, Mortgage Banking, Loans, Mortgage Lending, Refinance, Mortgage Underwriting, Residential Mortgages, Banking, Consumer Lending, FHA Financing
Education
Indiana University Bloomington
Bachelor's Degree
Marian University
Hubbell Incorporated August 2014 - Present
Bank of America November 2011 - July 2014
Bank of America June 2011 - November 2011
Brown-Forman September 2007 - June 2011
Mountjoy & Bressler, LLP November 2003 - September 2007
Strothman & Company July 2002 - October 2003
Skills
Corporate Tax, Accounting, Auditing, CPA, Financial Reporting, International Tax, Sarbanes-Oxley Act, Tax, Internal Controls, Financial Accounting, Tax Accounting, Financial Analysis, SEC filings, GAAP, Corporate Tax Planning, Transfer Pricing
Education
Indiana University Bloomington
Providence High School
Zeeks Pizza and Ben and Jerry's Ice Cream June 2009 - Present
Issaquah City Council 2009 - Present
Bank of America January 2002 - April 2007
UBS August 1994 - December 2001
Education
University of Washington 2007 — 2008
Master's degree, Public Affairs
Indiana University Bloomington 1992 — 1994
Bachelor's degree, Finance, General
Bank of America Merrill Lynch August 2015 - Present
Bank of America June 2012 - Present
Bank of America June 2007 - June 2012
Skills
Green Belt, MS Office Suite, Financial Modeling, Financial Analysis, Data Analysis, Data Mining, Corporate Communications, Portfolio Management, Due Diligence, Cash Management, Risk Management, Competitive Analysis, Process Improvement, Analysis, Commercial Banking, Corporate Finance, Credit Risk, Strategic Planning, Cash Flow, Credit, Finance, Banking, Relationship Management, Microsoft Office, Credit Analysis, Business Analysis, Working Capital..., Valuation, Treasury Management, Credit Cards, Financial Risk, Financial Services, Investment Banking, Loans, Strategy
Education
Indiana University Bloomington 2001 — 2005
BS, Finance, Accounting, Economics
AmeriHome Mortgage Company, LLC August 2015 - Present
Bank of America July 2008 - April 2015
Countrywide Financial Corporation May 2005 - July 2008
Countrywide Financial Corporation September 2001 - May 2005
Skills
Mortgage Lending, Loans, Risk Management, Banking, Securities, Hedging, Portfolio Management, Trading
Education
Indiana University Bloomington 1997 — 1999
M.B.A., Management
EyeSpy Critiquing & Consulting August 2007 - Present
Bank of America December 1991 - November 2004
Barclays Wealth and Investment Management November 1999 - April 2004
Skills
Retirement Planning, Strategic Financial..., Retirement, Estate Planning, Management, Finance, Leadership, Risk Management, Auditing, Financial Services
Education
Indiana University Bloomington 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting
JPMorgan Chase July 2013 - Present
PwC June 2012 - August 2012
Bank of America June 2011 - August 2011
Skills
Accounting, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Financial Reporting, Corporate Finance, Finance, Data Analysis, Microsoft Office, PowerPoint, Process Improvement
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (BS), Accounting, Finance, and International Business
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Exchange Program
Husqvarna May 2013 - Present
Bank of America February 2011 - May 2013
Henderson, Franklin, Starnes & Holt, P.A. July 2008 - August 2010
Miva November 2007 - June 2008
BearingPoint June 2003 - September 2005
Jenner & Block October 1998 - 2003
SCHMELTZER, APTAKER & SHEPARD, P.C., July 1995 - October 1998
Skills
Litigation, Commercial Litigation, Westlaw, Civil Litigation, Courts, Trials, Appeals, Legal Research
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Arts (B.A.), History and Criminal Justice
Bank of America September 2010 - Present
Cygnus Atratus, LLC July 2008 - March 2010
Skills
Derivatives, Options, Market Making
Education
Indiana University Bloomington 2003 — 2008
MBA, Accounting and Financial Analysis
Ingram Micro June 2002 - Present
Bank of America January 1984 - January 2002
MetLife April 1981 - December 1983
Howell & Austgen June 1979 - March 1981
Skills
Credit Risk, Credit, Banking, Credit Analysis, Financial Analysis
Education
Indiana University Bloomington 1975 — 1979
JD / MBA, Law / Business
Northwestern University 1972 — 1975
BA, Mathematics
Bank of America November 2013 - August 2015
Wells Fargo Advisors January 2011 - March 2013
Merrill Lynch/BanK of America Investments January 2010 - January 2011
Finance January 2009 - January 2010
Metlife Resources January 2008 - January 2009
Aon Hewitt January 2006 - January 2008
TIAA-CREF January 2006 - March 2006
BB&T Investment Services January 2005 - January 2006
Ruesch International January 2002 - January 2004
Man Financial January 2000 - January 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Indiana University Bloomington 1988 — 1992
Bachelor's degree, English Language and Literature/Letters
Rollins College 1987 — 1988
Indiana University
Bachelor of Arts, Liberal Arts
United Healthcare April 2015 - Present
Blue Shield of California June 2013 - April 2015
Gorsuch Consulting October 2012 - June 2013
Medtronic 2005 - 2012
GCI Group 2002 - 2005
Ketchum 1995 - 2002
Bank of America 1991 - 1994
Skills
Reputation Management, Corporate Communications, Media Relations, Issues Managment, Crisis Management, Social Media, Presentation Coaching, Global Management, Executive Coaching, Marketing, Public Affairs, Strategy, New Business Development, Leading Change, Team Leadership, Manage large team, Crisis Communications, Strategic Communications, Public Relations, Leadership, Internal Communications, Spokesperson, Brand Management
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Telecommunications
Indiana University Bloomington 1987 — 1991
Bachelor of Arts, Telecommunications
H&R Block January 2010 - Present
Bank of America May 1997 - July 2008
Skills
Budgets, Marketing, Microsoft Word, Data Entry, Customer Service, Tax Preparation, Bookkeeping, Microsoft Office, Inventory Management, Microsoft Excel, Accounting, PowerPoint, Team Building
Education
Mills College 1990 — 1991
Indiana University Bloomington 1988 — 1989
Barclays 2004 - 2013
JPMorgan Chase 1999 - 2004
Bank of America 1983 - 1999
Skills
Credit, Credit Cards, Credit Risk, Financial Risk, Management, Banking, Commercial Banking, Commercial Lending, Leadership, Portfolio Management, Risk Management
Education
Indiana University Bloomington
MBA
University of Michigan - Stephen M. Ross School of Business
BBA