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
Strategic Solutions Consulting and SSC Coaching January 2013 - Present
SunTrust Bank May 2004 - December 2012
Bank of America May 1989 - May 2004
Sovran Bank, Maryland October 1987 - May 1989
Maryland National Bank October 1977 - October 1987
Skills
Coaching, Executive Coaching, Leadership, Leadership Development, Business Coaching, Life Coaching, Personal Development, Team Leadership, Career Development, Sales Management, Portfolio Management, Loans, Banking, Financial Analysis, Real Estate, Negotiation, Management, Strategy, Credit Risk, Underwriting, Workout, Real Estate Development
Education
Accomplishment Coaching 2012 — 2013
Coach Training Program Graduate
Loyola College in Maryland 1975 — 1977
MBA, Finance
Bank of America March 2004 - Present
Capgemini Ernst & Young March 2000 - March 2004
Arthur Andersen LLC December 1998 - March 2000
Skills
Business Intelligence, Management, Business Analysis, Information Technology, Financial Services, Vendor Management, Leadership, IT Strategy, Project Management, Business Process..., Credit Cards, SDLC, Analytics, Business Strategy, Financial Analysis, Product Development, Change Management, Cross-functional Team..., Relationship Management, Program Management, SAS, SQL, Data Warehousing, DB2, Teradata, ETL, Web Analytics
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Northwestern Mutual September 2009 - November 2014
Inmatrix, Inc. October 2005 - June 2009
CBIZ Financial Solutions of Columbia September 2002 - October 2005
Bank of America 1990 - 2002
Skills
Financial Analysis, Online Training, Instructional Design, Leadership, CRM, Training, Marketing, Sales, Banking, Lead Generation, Investments, Credit Risk, Commercial Banking, Loans, Strategic Planning, Team Leadership, Public Speaking, Management Consulting, Strategy, Program Management, Business Development, E-Learning, Relationship Management, Planning Budgeting &...
Education
Loyola College in Maryland 1986 — 1990
Bachelor's degree, Finance
Notre Dame Preparatory School 1982 — 1986
Bank of America March 2015 - Present
Bank of America October 2012 - February 2015
Bank of America March 2012 - October 2012
Bank of America June 2007 - March 2012
Bank of America August 2005 - June 2007
Bank of America December 2002 - August 2005
Bourgeios and Associates Mortgage May 1999 - December 2002
Skills
Credit Analysis, Credit Risk, Mortgage Underwriting, Mortgage Banking, Mortgage Lending, Loan Origination, Writing, Loans, Underwriting, Analysis, Non-Conforming, Leadership, Training, Banking
Education
Loyola University New Orleans 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance, General
Bernstein Private Wealth Management 2014 - Present
ILS, LLC - a Goldman Sachs Company 2010 - 2014
Goldman Sachs 2007 - 2010
PFG, LLC 2004 - 2007
UBS 2001 - 2004
J.P. Morgan 1998 - 2001
Bank of America 1994 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Preservation, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Hedge Funds, Private Equity, Series 7, Series 63, Series 65, Series 31, Financial Modeling, Capital Markets, Insurance, Valuation, Securities, Asset Management, Structured Products, Financial Structuring, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Equities, Derivatives, Structured Finance, Estate Planning, Retirement, Financial Advisory, Life Insurance, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland Sellinger School of Business and Management 1990 — 1994
Bachelor's Degree, Finance
The Episcopal Academy 1986 — 1990
High School
Aquanomix April 2013 - Present
Johnson and Wales University August 2006 - February 2013
Bank of America May 1998 - June 2006
Coca-Cola Enterprises July 1995 - May 1998
EY September 1992 - July 1995
Skills
Accounting, Management, Human Resources, Higher Education, Training, Teaching, Payroll, Employee Benefits, Performance Management, Employee Relations, Budgets, Microsoft Office, Strategic Planning, Analysis, Financial Analysis, Leadership
Education
Loyola University Maryland 1996 — 1998
Master of Business Administration (M.B.A.), Human Resources, Summa Cum Laude
Towson University 1988 — 1992
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Bank of America May 2010 - Present
Skills
Appraisals, Real Estate Investment..., Expert Witness, Construction, Construction Management, Whole House Renovations, Renovation Management, Property Management, FHA, Commercial Real Estate, Investment Properties, Refinance, Real Estate Economics, Real Estate, Real Estate Financing, Sales
Education
Loyola University New Orleans 1970 — 1975
BBA, Marketing
Bank of America Merrill Lynch July 2015 - Present
Bank of America August 2012 - July 2015
Citi December 2010 - June 2012
Ernst & Young May 2010 - October 2010
Bank of America February 2006 - November 2009
FINRA May 2004 - May 2005
Peregrine Financial Group, Inc. April 2003 - May 2004
Prudential Securities December 1996 - June 2001
Skills
Securities, Finance, Equities, Fixed Income, Financial Services, Risk Management, Investments, Capital Markets, Alternative Investments, Risk Assessment
Education
Loyola University Chicago School of Law 2002 — 2005
J.D., Law
North Dakota State University 1987 — 1992
B.A., Chemistry
Mission Hospital June 2012 - July 2013
White Crane Acupuncture 2003 - 2011
Cascade Acupuncture Center 2007 - 2010
Medical Consultants Network, Inc. 2007 - 2009
Bank of America June 1998 - June 2004
Skills
Healthcare Management, Budget Management, Health Insurance, Business Planning, New Business Development, Insurance Claims, Acupuncture, Client Relationship..., Client Communication, Email Marketing, Newsletters, Traditional Chinese..., Holistic Health, Consultancy, Wellness, Retail Banking, Medicare
Education
Oregon College of Oriental Medicine 1999 — 2002
Master's degree, Acupuncture and Oriental Medicine
Loyola University New Orleans 1990 — 1994
BA, Philosophy
Wells Fargo January 2013 - Present
Wells Fargo 2010 - 2013
Wells Fargo 2007 - 2010
Wells Fargo 2004 - 2007
Wells Fargo 2002 - 2004
WGL Holdings, Inc. 2000 - 2002
Bank of America 1994 - 2000
The Columbia Bank 1994 - 1994
Skills
Mortgage Lending, Credit, Consumer Lending, Financial Services, Sales Management, Leadership, Mortgage Banking, Financial Analysis, Portfolio Management, Underwriting, Home Equity, Cross Selling, Business Strategy, Strategy, Banking, Management, Finance, Relationship Management, Sales, Commercial Lending, Marketing, Cross-functional Team..., Risk Management, Loans, Mentoring, Small Business Lending
Education
Loyola College in Maryland
Master's Degree
Loyola College in Maryland
Master of Business Administration (M.B.A.)
University of Pittsburgh
Bachelor's Degree
Collabera August 2015 - Present
Collabera May 2015 - August 2015
Alcatel-Lucent Enterprise January 2014 - September 2014
Presidio November 2012 - April 2013
Bank of America January 2012 - July 2012
Le Manoir de Paris June 2011 - December 2011
Skills
Leadership, Sales, Operations Management, Advertising, Marketing, Project Management, Highly personable, Talent Acquisition, Technical Recruiting, Account Management, Target Marketing, Market Research, Management, Analytical Skills, Sourcing, Sales Operations, Applicant Tracking..., Screening, Strategy, Social Media, Salesforce.com, Consumer Insight, Cold Calling, Oracle Order Management
Education
Loyola University Maryland
B.A., Communications, specialization in Advertising and P.R.
The University of Dallas
Master of Business Administration (MBA)
Southern Methodist University
Graduate Marketing Certificate
TD Bank November 2009 - Present
Regions Bank December 2005 - November 2009
Bank of America 1997 - 2004
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Insurance, Investments, Leadership, Lines Of Credit, Loan Origination, Loans, Management, Marketing, Mortgage Lending, New Business Development, Portfolio Management, Private Banking, Retail, Retail Banking, Small Business Lending, Strategic Planning, Team Building
Education
Loyola University New Orleans
JPMorgan Chase March 2014 - Present
Sallie Mae February 2009 - March 2014
Bank of America February 1994 - February 2009
Maryland National Bank May 1988 - February 1994
Unisys September 1984 - May 1988
Skills
Credit Risk, Credit Management, Operations Management, Credit Analysis, Loan Portfolio Analysis, Small Business Lending, Commercial Lending, Consumer Lending, International Credit, Collections, Legal, Sales, National Account..., Product Development, Banking, Loans, Credit, Risk Management, Financial Services, Executive Management, Financial Risk, Finance, Portfolio Management
Education
University of Maryland School of Law 1989 — 1993
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Loyola University Maryland 1987 — 1989
Master of Science (MS), Finance and Financial Management Services
Loyola University Maryland 1982 — 1984
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Towson University 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Gilman
BANKRI February 2013 - Present
Bank of America December 2006 - June 2008
Skills
Loans, Mortgage Lending, Commercial Lending, Finance, Portfolio Management, Accounting, Funding, Insurance, Small Business, Research, Credit, Banking, Commercial Banking, Credit Analysis, Loan Origination, Consumer Lending, Retail Banking, Small Business Lending, Credit Risk, Underwriting
Education
CCRI-Nursing 2008 — 2010
Loyola University of Chicago 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature, General, 3.5
Anderson, McCoy & Orta February 2014 - Present
Mayer Brown June 2012 - January 2014
Kaye Scholer LLP September 2008 - June 2012
Bank of America July 2004 - August 2008
Special Counsel November 2002 - June 2004
Near North Insurance Brokerage 1998 - 2002
Maxicare Health Plans 1997 - 1998
Skills
Structured Finance, Finance, Leadership, Mentoring, Team Building, Training, Collaborative Problem..., Sales, Business Development, Strategic Planning, Trust Services, Trustee, Real Estate Financing, Restructuring, Financial Services, Securitization, Mergers & Acquisitions, Legal Writing, Real Estate
Education
Loyola University Chicago School of Law 2007 — 2009
LLM, Business Law and Corporate Governance
Loyola University Chicago School of Law 1998 — 2002
JD, concentration in Health Law
Loyola University Chicago 1993 — 1997
BS
Amos Alonzo Stagg
JPMorgan Chase September 2012 - Present
Bank of America October 2010 - October 2012
Deardorff Associates February 2010 - October 2010
Merkle Inc. November 2001 - January 2010
CFM Direct 2001 - 2007
The Peter Group June 1999 - November 2001
DMW Worldwide November 1996 - June 1999
Education
Loyola University Maryland 1992 — 1996
Communications, Advertising
Bank of America July 2015 - Present
Bank of America May 2013 - July 2015
Bank of America August 2010 - May 2013
Bank of America January 2009 - July 2010
Bank of America January 2008 - December 2008
Skills
Credit Cards, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Credit Analysis, Operational Risk, Operational Risk..., Financial Services, SAS, Loss Mitigation, Basel II, Analysis, Strategy, Risk Assessment, Leadership, Payments, Vendor Management, Risk Analytics, Outsourcing, Internal Controls, Enterprise Risk..., Forecasting
Education
University of Delaware 1997 — 1999
Bachelor of Arts in Interpersonal Communication, Business
Loyola College in Maryland 1995 — 1997
ACE Group February 2014 - Present
Interbank Mortgage Company January 2013 - November 2013
Bank of America January 2012 - August 2012
Federal Tax Clinic January 2011 - May 2011
Hickey Melia & Associates February 2010 - October 2010
Judge Mary Anne Mason, Chancery Division January 2010 - May 2010
Charles Levy & Associates, Ltd May 2009 - October 2009
Loyola University Chicago School of Law, Beazley Institute for Health Law and Policy May 2009 - August 2009
Skills
Legal Research, Estate Planning, Corporate Law, Wealth Management..., Legal Writing, Wealth Management, Finance, Due Diligence, Tax, Westlaw, Litigation, Lexis, Trusts, Legal Advice
Education
Loyola University Chicago School of Law 2008 — 2011
Juris Doctor, Law
Indiana University 2004 — 2008
Bachelor of Arts, History and Criminal Justice
Exelon January 2013 - Present
Baltimore Gas & Electric February 2008 - January 2013
Bank of America October 2000 - January 2008
Skills
Applicant Tracking..., College Recruiting, Technical Recruiting, Employee Relations, Employee Benefits, Onboarding, Recruiting, Talent Acquisition, Succession Planning, Management, Time Management, Workforce Planning, Talent Management, PeopleSoft, Internet Recruiting
Education
Towson University 2003 — 2006
MS, Human Resources Development
Loyola University Maryland 1990 — 1997
BA, Psychology
Keller Williams Realty, Inc. July 2014 - Present
Vystar Real Estate Services August 2009 - February 2014
Florida State College at Jacksonville June 2012 - January 2014
The Harvest Group July 2000 - January 2013
ASTD 1999 - 2010
Florida State College June 1999 - July 2000
Bank Of America 1997 - 1999
Skills
Leadership Development, Instructional Design, Project Management, Workshop Facilitation, Coaching, Leadership, Adult Education, Training, Employee Training, Public Speaking, Team Building, Executive Coaching
Education
University of Baltimore 1988 — 1990
Masters, Organizational Psychology
Loyola College in Maryland 1984 — 1987
Bachelor of Arts (B.A.), Psychology
Johns Hopkins Health System July 2015 - Present
The Johns Hopkins Health System July 2013 - June 2015
The Johns Hopkins Health System January 2002 - July 2013
Bank of America 1979 - 2001
Skills
Compensation, Executive Compensation, Incentive Programs, HRIS, Job Evaluation, Salary, Performance Management, HR Strategy, HR Policies, Change Management, Employee Engagement, Job Descriptions, Internal Communications, Strategic Planning, Process Improvement, Leadership Development
Education
Loyola University Maryland 2009 — 2010
XMBA, Business Administration and Management, General
Notre Dame of Maryland University 2004 — 2008
Bachelors, Business
Bank of America June 2015 - Present
Capital Hotel Little Rock June 2014 - June 2015
Bank of America May 2014 - June 2015
Cache Restaurant December 2013 - May 2014
Flying Saucer Draught Emporium October 2013 - January 2014
Audubon Nature Institute September 2012 - May 2013
TU Dortmund University September 2011 - July 2012
Peabody Hotel Group May 2011 - September 2011
Skills
MS Office, German, Bassoon, Teaching English as a..., time management
Education
Loyola University New Orleans 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business and German
Apervita, Inc. March 2015 - Present
Bank of America April 2006 - March 2015
Skills
Software Development, Software Architectural..., J2EE Application..., Python, Swing, Ant, Hibernate, Maven, Spring, JSP, Java Enterprise Edition, Business Analysis, Unix, Software Project..., Trading Systems
Education
Ripon College
Physics and Mathematics
University of Wisconsin-Madison
Master of Science (MS), Physics
Loyola University of Chicago
Master of Science (MS), Computer Science
Bank of America September 2012 - Present
Bank of America Merrill Lynch February 2002 - December 2011
Bank of America April 1989 - February 2002
Bank of America 1986 - 1989
Education
Loyola University New Orleans
BBA, Accounting
Southern Methodist University - Cox School of Business
MBA
Evoke Virtual December 2002 - Present
The Forum Corporation 2011 - Present
Mandel Communications 2006 - Present
Toastmasters International 2011 - 2012
Duke Corporate Education 2005 - 2009
Bank of America September 1997 - November 2002
Nationsbank August 1989 - September 1997
Loyola FSB February 1986 - July 1989
Skills
Executive Communications, Presentation Coaching, Global Collaboration, Training Delivery, Training & Development, Blended Learning, Virtual Teams, Webinars, Executive Coaching, Coaching, Communication Training, Organizational..., Employee Training, Personal Development, Public Speaking, Training, E-Learning, Organizational..., Emotional Intelligence, Change Management, Workshop Facilitation, Employee Engagement, Leadership Development, Management Consulting, MBTI, Executive Development, Instructional Design, Management, Strategy, Performance Management, Staff Development, Culture Change, Instructor-led Training, Selling Skills, Management Development, 360 Feedback, Sales
Education
Loyola University Maryland 1987 — 1989
MBA, Finance
Western Maryland College 1978 — 1982
BA, Business/Finance
EMPOWER Retirement 2010 - Present
Waddell & Reed 2009 - 2010
Bank of America 2009 - 2009
Financial Network 2005 - 2009
Skills
Personal Financial..., Mutual Funds, Managed Accounts, Defined Contribution, Defined Benefit, Trust Department Tax..., Individual Tax, Public Speaking, Training, 403 b, Tax, Financial Services, Retirement, Managing Accounts, Accounting
Education
Loyola University of Chicago
BA
Gilman School December 2011 - July 2015
Prostatis Financial January 2010 - April 2012
Double Envelope Company/BSC Ventures April 2010 - December 2010
Oles Envelope Corporation October 2008 - March 2010
Specworks, Inc March 2007 - April 2008
Towson University January 2007 - May 2007
Bank of America January 1992 - March 2002
MNC Financial July 1988 - December 1991
T. Rowe Price July 1987 - July 1988
Skills
Leadership, Management, Management Consulting, Strategic Planning, Sales, Business Development, Accounting, Small Business, Business Process, Financial Services, Financial Analysis, Business Process..., Project Management, University Teaching, Training & Development, Strategy, Financial Education
Education
Loyola College in Maryland 1988 — 1990
MBA, Marketing
Towson University 1985 — 1987
BS, Accounting
University of Delaware - Lerner College of Business and Economics 1982 — 1985
Accounting
Friends of the National Zoo June 2009 - Present
GreenHOME 2007 - December 2012
Bank of America June 2007 - February 2009
Bank of America January 2000 - June 2007
Skills
Community Development, Fundraising, Non-profit Leadership, Non-profits, Affordable Housing, Team Building, Investments, Strategic Planning, Public Policy, Volunteer Management, Community Outreach, Policy, Public Speaking, Board Relations, Executive Management, Economic Development, Finance, Nonprofits, Philanthropy, Real Estate Economics, Credit, Program Management, Strategy, Policy Analysis, Banking, Leadership, Program Development, LIHTC, Tax Credits, Proposal Writing
Education
The George Washington University - School of Business 1990 — 1992
MBA, Real Estate Finance
Loyola University Maryland 1979 — 1983
BA, Business Administration
Apple September 2014 - Present
Apple June 2013 - August 2013
Bank of America February 2011 - June 2012
Bank of America February 2009 - February 2011
Bank of America July 2006 - January 2009
Bank of America / MBNA September 2005 - June 2006
Skills
Product Development, Product Design, Product Marketing, Project Management, Persuasive Presentations, Presentation Development, Market Research, Qualitative Research, Quantitative Research, Financial Analysis, Six Sigma, Product Launch, Idea Generation, Ideas Development, Competitive Analysis, Product Strategies, Product Management, Credit, Segmentation, Financial Modeling, Market Analysis
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Merion Mercy Academy 1997 — 2001
Bank of America April 2015 - Present
Bank of America November 2011 - Present
Bank of America February 2009 - November 2011
Bank of America September 2008 - February 2009
Bank of America September 2007 - September 2008
Bank of America February 2005 - September 2007
Bank of America April 2004 - January 2005
Bank of America July 2003 - March 2004
First Annapolis Consulting 2001 - 2003
Financial Institutions Consulting 1999 - 2001
Education
Loyola College in Maryland
Bachelors of Business Administration in Management and Law
Loyola College in Maryland
Masters of Business Administration
Bank of America April 2014 - Present
J.P. Morgan February 2013 - April 2014
J.P. Morgan August 2012 - February 2013
J.P. Morgan December 2011 - July 2012
JPMorgan Chase July 2011 - December 2011
Wasabi Ventures, LLC January 2011 - May 2011
Skills
Finance, Investments, Equities, Risk Management, Options, Internal Controls, Securities, PowerPoint, Microsoft Office, Private Equity, Microsoft Word, Analysis, Due Diligence, Financial Analysis
Education
Loyola College in Maryland 2007 — 2011
BBA, Finance, Management Information Systems
University of Auckland 2010 — 2010
Liberal Arts
Bank of America July 2014 - Present
Marquette Associates January 2011 - October 2013
Marquette Associates June 2009 - January 2011
CoAMS March 2008 - March 2009
CoAMS December 2005 - March 2008
CoAMS February 2007 - November 2007
EB Games 2003 - 2005
United Advertising June 2004 - August 2004
Skills
Data Analysis, Requirements Gathering, Salesforce.com, Visio, PowerPoint, InDesign, Microsoft Excel, Client Services, Document Review, Account Management, Public Speaking, Legal Writing, Workflow Design, Project Documentation, Negotiation, Business Operations, Process Improvement, Strategy, Alternative Dispute..., Contract drafting, Compliance, Legal Research, Westlaw, Lexis, Bloomberg Law, Morningstar Direct, Morningstar Encorr, ConstantContact, Adobe Creative Suite, Illustrator, Photoshop, Production Art, Sequential Art
Education
Loyola University Chicago School of Law 2009 — 2013
Juris Doctor (J.D.), Law
Loyola University of Chicago - Graduate School of Business 2012 — 2012
Certificate, Project Management
University of Illinois at Urbana-Champaign 2001 — 2005
B.S., Advertising, minor in East Asian Languages and Cultures
Downers Grove South High School 1998 — 2001
AXA Advisors August 2015 - Present
New York Life Insurance Company January 2015 - August 2015
Bank of America June 2014 - January 2015
LiveOps February 2011 - June 2014
West at Home March 2011 - January 2012
St. Mary's Catholic Center November 2010 - February 2011
Covenant House November 2009 - August 2010
Hollister Co. July 2009 - November 2009
Skills
Adobe Acrobat, Bloomberg Software, Microsoft Office, Strategic Partnerships, Microsoft Windows, NetExchange Pro, Trumpet, Vocal, Employee Benefits, Human Resources, Windows, Call Centers, Access, Insurance, Data Entry, Customer Service, Program Management, Management, Community Outreach, Sales, Team Building, Leadership, Public Speaking
Education
University of St. Thomas 2010 — 2013
Master of Divinity (MDiv)
University of New Orleans 2003 — 2005
Master of Business Administration (MBA), Finance, General
Loyola University New Orleans 1999 — 2003
Bachelor of Business Administration (BBA), International Business
Ridgewood Preparatory School 1996 — 1999
Diploma
Farmers Insurance August 2014 - Present
Farmers Insurance October 2011 - August 2014
Zurich Insurance Company Ltd September 2010 - October 2011
Lipkin & Higgins May 2007 - January 2010
Bank of America December 2005 - July 2006
Los Angeles District Attorney's Office September 2005 - December 2005
Skills
Litigation, Workers Compensation, Insurance, General Insurance, Property & Casualty..., Claim, Underwriting, Claims Management, Life Insurance, Litigation Management, Legal Liability, Insurance Law, Civil Litigation
Education
Loyola University Chicago School of Law 2006 — 2009
J.D.
University of California, Los Angeles
B.A., Political Science
Hawkins Design Systems, LLC/ d/b/a DECORATING DEN INTERIORS September 2011 - Present
DECORATING DEN Interiors October 2004 - Present
DECORATING DEN Interiors November 2009 - September 2011
INTERIORS by Decorating Den 2004 - November 2009
Bank of America 1993 - 2004
Maryland National Bank, N.A. 1991 - 1993
MNC Financial Corporation 1988 - 1991
American Security Corporation July 1979 - November 1988
James F. Jackson & Associates, Inc. June 1976 - July 1979
Skills
Furniture, Project Management, Interior Decorating, Floor planning, Home Accessories, wall coverings, floor coverings, custom window Treatment, blinds and shades, custom Furnishings, custom bedding, Coporate Tax Planning, Space-planning, Furnishings, Residential Homes, Area Rugs, Residential Design, Window Coverings, Accessorizing, Bedding, Blinds, Flooring, Beds, Interior Design, Shades, Floor Plans, Window Treatments, Space planning, Upholstery, Draperies, Rugs, Home Staging, Cabinetry, Interior Architecture, Textiles, Space Planning, Management
Education
Loyola University Maryland 1971 — 1976
Accounting, Bachelor of Science
Holy Child Jesus, Suffern NY 1969 — 1971
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Maria College ARUBA 1960 — 1969
NA, elementary through 9th grade
Vitality Chicago Inc. February 2015 - Present
Northwestern University, School of Professional Studies January 2004 - Present
Northern Trust Wealth Management September 2014 - February 2015
Agile Transformation Inc. December 2011 - February 2015
Project Advisors Group, Inc. January 2002 - February 2015
Bank of America April 2013 - April 2014
PMI Chicagoland August 2012 - July 2013
Highland Solutions November 2012 - March 2013
The Carlyle Group February 2012 - September 2012
Wolters Kluwer CCH July 2011 - December 2011
Skills
Program Management, Agile Methodologies, Agile Project Management, Cross-functional Team..., Change Management, Business Process..., Scrum, Agile Coaching, Leadership, Agile Training, Coaching, Management Consulting, Project Management, Software Project..., Training, Large-scale Projects, Business Transformation, Enterprise Software, Troubled Project..., Organizational Change..., SDLC, Project Portfolio..., PMO, Workshop Facilitation, Team Facilitation, Team Building, Team Leadership, Emotional Intelligence, Training Delivery, Employee Engagement, Organizational..., Organizational..., Extreme Programming, Servant Leadership, Banking, Financial Services, Process Improvement
Education
Loyola College in Maryland 1989 — 1991
MBA, Masters of Business Administration
Michigan State University 1980 — 1985
BS, Packaging Engineering
PNC Wealth Management March 1999 - November 2014
Bank of America March 1982 - March 1999
Mercantile Bank 1977 - March 1982
Skills
Portfolio Management, Mutual Funds, Investments, Retirement Planning, Asset Allocation, Equities, Asset Managment, Investment Strategies, Alternative Investments, Strategic Financial..., Fixed Income, High Net Worth...
Education
Wharton School, University of Pennsylvania 1973 — 1977
batchelor of science, Economics
Loyola College in Maryland 1978 — 1981
Master of Business Administration (MBA), Finance, General
Quality Health Strategies 2006 - 2010
Delmarva Foundation 2006 - 2008
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Dialysis Corporation of America 2000 - 2001
Helix Health 1980 - 1998
Franklin Square Hospital Center 1980 - 1997
Skills
Healthcare, Non-profits, Public Speaking, Business Strategy, Healthcare Management, Business Development, Strategy, Nonprofits, Proposal Writing, Analysis, Strategic Planning, Policy, Program Management, Leadership, Management, Project Planning, Process Improvement, Data Analysis, Risk Management, Team Building, Organizational..., Change Management, EHR, Budgets, Leadership Development, Project Management, Coaching, Team Leadership, Performance Improvement, Medicare, Training
Education
Loyola University Maryland 1981 — 1985
MBA, Marketing and Healthcare
Temple University 1974 — 1976
BS, Health Records Administration
Western Maryland College 1968 — 1972
BA, Psychology
Bank of America July 2013 - Present
Bank of America May 2012 - May 2013
Bank of America June 2009 - May 2012
Merrill Lynch December 2006 - February 2009
Skills
Banking, Accounting, Commercial Banking, CRM, Finance, Financial Services, Credit, Portfolio Management, Sales, Loans, Management
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General
NEC Corporation of America September 2013 - Present
Motorola Solutions 2010 - 2013
MorphoTrak, A Safran Company 2009 - 2010
Motorola 2002 - 2009
Oracle Corporation 1992 - 2002
Bank of America 1987 - 1992
Skills
Solution Selling, Business Development, Sales Management, Contract Negotiation, Start-ups, CRM, Business Intelligence, Forecasting, Strategic Partnerships, Relationship Management, Cloud Computing, Business Alliances, SaaS, Enterprise Software, Wireless, Cross-functional Team..., Leadership, Product Marketing, Budgets, Business Strategy, Selling, Strategy, Strategic Alliances, Analytics, Executive Management, Sales, P&L Management, Management, Go-to-market Strategy, Channel Sales, Direct Sales, Federal Sales, Government Sales, State & Local..., Strategic Planning, Professional Services, Channel Partners, Salesforce.com, Team Building, Competitive Analysis, Mobile Devices, Marketing Strategy
Education
The Johns Hopkins University - Carey Business School
MBA, Finance and Information Technology
Loyola College in Maryland
BA, Accounting and Finance
Certified Public Accountant
CPA, Certified Public Accountant
Bank of America October 2013 - Present
Bank of America August 2011 - October 2013
LendingTree November 2010 - August 2011
LendingTree February 2010 - November 2010
The Motley Fool March 2008 - January 2010
The Motley Fool May 2006 - March 2008
AOL February 2002 - May 2006
M/C/C Advertising Agency February 2001 - February 2002
Channel Marketing Corporation August 1999 - February 2001
Skills
Digital Marketing, Direct Response, Integrated Marketing, Multi-channel Marketing, CRM, Strategy, Email Marketing, Web Analytics, Online Advertising, Lead Generation, Analytics, Customer Retention, Digital Direct Marketing, E-commerce, Advertising, Marketing, Online Marketing, Product Marketing
Education
Johns Hopkins University, The Carey Business School 2005 — 2007
Masters
Loyola University New Orleans 1995 — 1999
B.A.
Hewlett-Packard April 2011 - Present
Hewlett-Packard 2010 - 2013
Stratus Technology Services 1994 - 2013
HP Enterprise Services 2006 - 2011
Bank of America July 2006 - December 2006
MBNA 1994 - 2006
Skills
PMO, PMP, ITIL, Vendor Management, SDLC, IT Service Management, Program Management, Visio, IT Operations, IT Outsourcing, Software Project..., Outsourcing, MS Project, Telecommunications, Release Management, Resource Management, Global Delivery, Strategy, Risk Management, Project Delivery, Enterprise Architecture, Solution Architecture
Education
The Johns Hopkins University 1980 — 1984
Master of Business Administration (MBA), Business Administration and Management, General
Loyola College in Maryland 1975 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State Gov 2009 - Present
State Govt 2005 - 2009
Bank of America 1995 - 2001
Nationsbank 1990 - 1995
Skills
SDLC, Business Process..., Business Analysis, Integration, Visio
Education
Loyola University Maryland
MBA
The University of Texas at Austin
BA, Economics, Business Administration
PeopleFluent April 2010 - Present
Bank of America April 2009 - February 2010
Countrywide Financial Corp. May 2007 - March 2009
Turner Broadcasting System, Inc. February 2006 - May 2007
Turner Broadcasting April 2003 - February 2006
Turner Broadcasting April 1999 - April 2003
State Farm Insurance May 1997 - April 1999
Education
Loyola University New Orleans 1993 — 1997
BA, Criminal Justice
Bank of America June 1999 - Present
Wachovia Bank June 1977 - April 1999
Education
Loyola University Maryland 1979 — 1982
MBA, Concentration - Finance
Towson University 1973 — 1977
BS Business Administration, Finance
New York Institute of Finance January 2013 - Present
Financial Times 2014 - 2015
Financial Times 2014 - 2015
Financial Times 2014 - 2015
New York Institute of Finance May 2011 - December 2012
Ameritime Mortgage Company January 2006 - December 2009
Bank of America 2004 - 2006
Skills
New Business Development, Corporate Finance, Equities, Asset Managment, Training, Fixed Income, Derivatives, Capital Markets, Credit Risk, Business Planning, Asset Management, Risk Management, Management, Leadership, Business Development, Business Strategy, Financial Analysis, Financial Modeling, Finance, Consulting, Brand Development, Strategic Consulting, Strategy
Education
New York Institute of Finance 2012 — 2013
CFA Level 1 Candidate, Finance and Financial Management Services
Loyola College in Maryland 1999 — 2003
Bachelor's degree, Finance
SunTrust Mortgage August 2009 - Present
Bank of America January 2005 - August 2009
Sandy Spring Bank June 2002 - December 2004
Skills
Consumer Lending, Credit
Education
Loyola University Maryland 1995 — 1997
MBA, Finance
Towson University 1990 — 1993
BS, Finance
Winston & Strawn LLP October 2014 - Present
Lewis Brisbois Bisgaard & Smith LLP May 2013 - December 2013
O'Rourke & Moody September 2012 - April 2013
Office of the Presiding Judge, Criminal Division May 2012 - August 2012
Bank of America November 2009 - August 2011
Bank of America April 2008 - January 2010
Bank of America July 2004 - March 2008
Skills
Fixed Income, Hedge Funds, Trading, Derivatives, Investments, Financial Modeling, Equities, Securities, Structured Products, Credit Risk, Risk Management, Bloomberg, Capital Markets, Options, Mutual Funds, Series 7, Valuation, Alternative Investments, Portfolio Management, Financial Services
Education
Loyola University Chicago School of Law 2011 — 2014
JD, cum laude
Purdue University - Krannert School of Management 2000 — 2004
BS, Finance
Benet
Cell Signaling Technology (CST) September 2014 - Present
Humedica 2013 - August 2014
Bank of America 2007 - 2013
Neighborhood Health Plan 2005 - 2007
Aspen Technology 2001 - 2005
Skills
Business Intelligence, Software Development, SQL, Query Optimization, Query Tuning, Query Writing, Microsoft SQL Server, T-SQL, SQL Server Management..., Data Modeling, Visio, Data Warehousing, IT Strategy, Enterprise Software, SharePoint, HTML 5, JavaScript, CSS, MSQuery, MS Excel Pivot Tables, java, perl, Unix Shell Scripting, UNIX utilities, Perl
Education
Loyola University Maryland
MS, Computer Engineering
Penn State University
BS, Economics
CareFirst BlueCross BlueShield January 2012 - Present
CareFirst BlueCross BlueShield September 2009 - December 2011
CareFirst BlueCross BlueShield November 2005 - September 2009
Bank of America October 2004 - June 2005
Education
Loyola College in Maryland 2008 — 2011
Master of Business Administration (M.B.A.)
Towson University 2003 — 2007
Business Administration
Bank of America 2009 - Present
Bank of America May 2007 - 2009
Sogeti USA LLC December 2002 - December 2006
TD Ameritrade July 2006 - November 2006
T. Rowe Price July 2004 - August 2005
Education
Loyola University Maryland
Bachelors of Business Administration
BatteryDAQ February 2013 - Present
Shannon Business Systems April 2009 - February 2013
Bank of America September 2007 - March 2009
MBNA March 2001 - September 2007
MBNA, America March 1999 - March 2001
Skills
Customer Service, Contract Negotiation, Banking, Sales Management, Credit, Business Development, Business Development..., Relationship Management, Marketing, Management, Risk Management, Credit Risk, Sales, Team Building, Process Improvement, Customer Retention, Customer Satisfaction, Strategic Planning, Negotiation, Leadership, Coaching, Telecommunications, Direct Sales, CRM, Sales Process, New Business Development, Account Management, Strategy, Product Management, Program Management, Sales Operations
Education
Loyola College in Maryland 1981 — 1985
Bachelor of Arts (BA), Marketing
Loyola High School
Stone & Magnanini LLP March 2009 - Present
Stone & Magnanini LLP March 2009 - February 2012
Boies, Schiller & Flexner LLP September 2006 - March 2009
U.S. District Court, District of NJ 2004 - 2006
U.S. District Court 2004 - 2006
Saiber Schlesinger Satz & Goldstein, LLC 2003 - 2004
Superior Court, State of New Jersey 2002 - 2003
ATX Communications 2000 - 2001
Kawasaki Motors Corp., U.S.A. 1998 - 1999
Bank of America 1997 - 1998
Education
Rutgers University School of Law - Camden 1999 — 2002
J.D., Law
Loyola University New Orleans 1988 — 1992
B.A., Political Science/Criminal Justice
South Miami Senior High 1986 — 1988
Hawaii Preparatory Academy 1980 — 1982
Middle Schl., General
Gulliver Academy
Bank of America December 2009 - Present
UBS Investment Bank May 2006 - November 2009
TD Waterhouse May 1996 - August 2005
Education
Loyola University Maryland 1989 — 1993
Groupe SEB May 2014 - Present
Bank of America May 2013 - April 2014
Panasonic April 2012 - May 2013
Panasonic April 2009 - April 2012
Pansonic June 2008 - April 2009
Panasonic February 2005 - June 2008
Panasonic April 2003 - February 2005
Information Resources 1997 - 2003
Skills
Management, Forecasting, Sales, Retail, Product Marketing, Consumer Electronics, Product Management, Competitive Analysis, Product Launch, Product Development, Cross-functional Team..., Multi-channel Marketing, Account Management, B2B, Business Development, Brand Management, Channel, Channel Partners, Consumer Products, Go-to-market Strategy, Key Account Management, Market Analysis, Marketing Management, Marketing Strategy, New Business Development, P, Pricing, Product Planning, Sales Management, Sales Operations, Strategic Partnerships, Strategy, Business Performance..., CRM, Cloud Computing, Customer Insight, Direct Sales, E-commerce, Income Statement, International Sales, Market Planning, Market Research, Marketing, Merchandising, Mobile Devices, Pricing Strategy, Sales Process, Segmentation, Trade Shows, Trade Marketing
Education
Loyola College in Maryland 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Federal Home Loan Bank of Chicago February 2005 - February 2011
Federal Home Loan Bank of Chicago 2004 - February 2011
FHLBC 2004 - February 2011
WES Consulting August 1999 - January 2005
Bank of America May 1976 - August 1999
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Management
Loyola University Chicago 1961 — 1965
BBA, Business
Bank of America Merrill Lynch September 2012 - Present
Jefferies & Company December 2010 - September 2012
Bank of America October 2006 - December 2010
Bank of America June 2004 - October 2006
LaBranche & Co. September 1997 - March 2004
Skills
Options, Capital Markets, Equities, Trading, Fixed Income, Hedge Funds, Series 7, Securities, Equity Trading
Education
Loyola University Maryland 1991 — 1995
B.A., Finance
Richmond, The American International University in London 1993 — 1994
Bank of America December 2007 - Present
Education
Loyola University Chicago School of Law 2004 — 2007
University of South Carolina-Columbia 1999 — 2003
BA, Broadcast Journalism
University of Illinois at Chicago
University of Illinois at Chicago
University of Illinois at Chicago
Elm Street Development March 2005 - Present
C&J Builders, Inc. January 2003 - March 2005
Bank of America July 2001 - January 2003
First Annapolis Consulting July 1998 - July 2001
Skills
Real Estate Development, Real Estate, Real Estate Economics, Land Acquisition, Real Estate Transactions, Land Development, Land Use Planning, Zoning, Mixed-use, Real Estate Financing, Commercial Real Estate, Disposition, Residential Homes, Due Diligence, Location Intelligence, Asset Management, Dispositions
Education
Loyola University Maryland 2002 — 2004
MBA, Finance
Loyola College in Maryland 1994 — 1998
Bachelor of Science (BS), Business Management
Bank of America February 2013 - Present
McGuireWoods October 2011 - Present
McAngus Goudelock & Courie March 2010 - August 2011
Nexsen Pruet, LLC September 2006 - March 2010
Education
Wake Forest University School of Law 2003 — 2006
J.D
Loyola University Maryland 1999 — 2003
BA, Political Science and History
Bank Of America January 2011 - Present
Bank Of America January 2001 - January 2011
Education
Loyola University Chicago School of Law 2004 — 2008
JD Law, Law
University of Illinois at Urbana-Champaign 1996 — 2000
Long and Foster May 2008 - Present
Bank of America February 1992 - April 2006
USF&G May 1985 - January 1991
Education
The George Washington University 1979 — 1983
Baltimore, Maryland, Loyola University
Loyola College in Maryland
Bachelor of Arts (BA), Business Administration and Management, General
Morpho N.A. (Safran) February 2011 - Present
Bank of America 1996 - June 2011
MBNA 1996 - 2005
AT&T Universal Card Services 1990 - 1996
Skills
EMV, Smart Cards, Cards, Credit Cards, Mobile Payments
Education
Loyola University Maryland 1984 — 1988
BBA, Management
Honor Foods April 2015 - Present
BakeMark USA March 2014 - April 2015
Haddon House Food Products, Inc June 2007 - February 2014
Right Management 2006 - 2007
Bank of America May 2003 - September 2004
Skills
Inventory Management, Customer Service, Retail, Negotiation, Food, Purchasing, Sales, Strategic Planning, Forecasting, Pricing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Access, QAD, NDS, Vendor Relations
Education
Loyola College in Maryland 2002 — 2006
BA, Communications
The Maryland Zoo in Baltimore January 2008 - Present
EWGA Baltimore Chapter November 2011 - October 2013
Bank of America April 1984 - December 2007
Skills
Treasury Management, Strategic Planning, Leadership, Business Strategy, Commercial Lending, Financial Reporting, Corporate Finance, Financial Analysis, Budgets, Managerial Finance, Cash Management, Finance, Risk Management, Nonprofits, Credit, Executive Management, Banking, Financial Modeling, Auditing, Management
Education
Loyola University Maryland 1988 — 1991
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of Maryland College Park 1979 — 1983
Bachelor of Science (BS), Economics
Roland Park Country School 1973 — 1979
High School Diploma
Bank of America August 2013 - Present
Bank of America January 2006 - August 2013
MBNA 2000 - 2005
MBNA 1993 - 1999
MBNA 1992 - 1993
MNC Financial 1989 - 1992
Skills
Vendor Management, Financial Services, Deferred Compensation, Mergers, Change Management, Employee Benefits, Process Improvement, Service Delivery..., Global Assignments, Executive Compensation, Global Long Term..., Decisiveness, Analytical, Incentive Programs, Executive Pay, Leadership, Program Management, Executive Management, Strategy, Analytical Skills, Finance, Human Resources, Mergers & Acquisitions, System Administration
Education
Loyola University Maryland 1984 — 1988
BBA, Accounting
Ares Management LLC July 2012 - Present
Bank of America November 2005 - August 2011
LaSalle Bank November 2005 - October 2008
Skills
Securities, Banking, Structured Finance, Securitization, Loans, Financial Modeling, Credit, Risk Management, Financial Analysis, Corporate Finance, Mergers, Capital Markets, Commercial Real Estate
Education
Loyola University Chicago School of Law 2008 — 2011
J.D., Business Law
Northwestern University 2001 — 2005
B.A., Psychology
Glass Jacobson wealth mgt October 2007 - Present
Boulder Ventures June 2001 - October 2007
Bank of America June 1994 - June 2001
KAWGF 1993 - 1994
Skills
Wealth Management
Education
Loyola University Maryland 2004 — 2007
MBA, Business
O. C. Tanner October 2013 - Present
Rideau Recognition Solutions January 2010 - October 2013
Perks.com January 2009 - October 2009
Bank of America July 1987 - August 2008
Bank of America 1998 - 2006
Bank of America 1996 - 1998
Skills
Incentive Programs, Performance Management, Organizational..., Employee Engagement, Incentives, Leadership, Program Management, Management, CRM, Human Resources, Business Strategy, New Business Development, Strategy, Leadership Development, Team Building, Organizational..., Training, Deferred Compensation, Negotiation, Employee Relations, Talent Management, Business Development, Customer Satisfaction, Sales, Public Speaking, Strategic Planning, Recruiting, Change Management, Fundraising, Coaching, Account Management, Talent Acquisition, Employee Training, Marketing, Executive Coaching, Banking, Process Improvement, Business Planning, Sales Management, Operations Management, Team Leadership, Start-ups, Executive Management, Consulting, Budgets
Education
Loyola University New Orleans 1984 — 1987
BA, Psychology Minor in Business
Southside OBGYN August 2011 - Present
University of Nebraska Medical Center August 2009 - June 2011
Bank of America September 1999 - June 2001
Marakon Associates June 1993 - July 1997
Skills
Board Certified, Medicine, Hospitals, Public Health, Healthcare, Surgery, Medical Education, Clinical Research, Healthcare Information..., Public Speaking, Physicians, Research
Education
Rush University Medical Center 2005 — 2009
Chief Resident 2008-09, Obstetrics and Gynecology Residency Program
Loyola University Chicago Stritch School of Medicine 2001 — 2005
Doctor of Medicine (M.D.), Medicine
Princeton University 1989 — 1993
B.S.E., Civil Engineering and Operations Research
BlueCrest Capital Management, LLP August 2012 - Present
Morgan Stanley April 2011 - August 2012
Morgan Stanley February 2006 - April 2011
Bank of America June 2005 - December 2005
Skills
Fixed Income, Structured Products, Trading, Derivatives, Capital Markets, Equities, Bloomberg, Hedge Funds, Operational Risk, Financial Services, Risk Management, Finance, Securities, Credit Derivatives, Options, Bonds
Education
Loyola College in Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.)
Monash University 2004 — 2004
JP Morgan Chase September 2014 - Present
JP Morgan Chase March 2007 - Present
Bank of America 2006 - 2007
Bank of America 2005 - 2006
Bank of America 1999 - 2005
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Credit, Risk Management, Business Analysis, Valuation, Loans, Credit Analysis, Credit Risk, Data Analysis
Education
Loyola University Maryland 1995 — 1999
Bachelor of Arts (BA), International Business
Fidelity National Information Services December 2008 - Present
Fidelity National Information Services 2008 - 2008
Bank of America December 2000 - December 2005
Fidelity Investments July 1995 - November 2000
Bank of America/Nationsbank May 1990 - July 1995
Skills
Business Analysis, Project Management, Management, PMP, Leadership, PMO, SDLC, Software Project..., Project Portfolio..., Program Management, Vendor Management, Requirements Analysis, Process Improvement, MS Project, Visio, Banking, Financial Services, Change Management, Business Requirements, Risk Management, Requirements Gathering, Project Delivery, Management Consulting, SQL, Software Development, IT Strategy
Education
University of Phoenix 2008 — 2010
Master of Business Administration, Technology Management
Loyola University New Orleans 1982 — 1986
BS, Computer Information Processing, Minor: Business Administration
SunTrust Bank February 2012 - Present
Wells Fargo June 2002 - February 2012
BNY Mellon November 2000 - May 2002
Bank of America March 1985 - November 2000
Education
Loyola University Maryland 1995 — 1997
MBA, Business
Lycoming College
BA, Business Administration
Wells Fargo Private Mortgage Bank October 2014 - Present
Bank of America March 2010 - October 2014
Bank of America February 2005 - March 2010
Bank of America August 2002 - February 2005
Bank of America January 1995 - August 2002
Bank of America October 1993 - January 1995
Skills
Credit Analysis, FHA financing, Loans, Loan Origination, Underwriting, VA loans, Mortgage Banking, Mortgage Lending, Banking
Education
Loyola College in Maryland
MBA, General Studies
Loyola College in Maryland
BBA, Accounting
Loyola College in Maryland
MSF
Bank of America March 2005 - February 2009
Goldman Sachs Asset Management September 2000 - March 2005
Education
Loyola University Maryland 1996 — 1997
MBA, Finance
Penn State University 1991 — 1995
BS, Finance
First Guaranty Mortgage Corporation ® June 2014 - Present
M&T Bank July 2013 - Present
Capital One June 2010 - July 2012
Bank of America 2003 - 2008
Lehman Brothers 2001 - 2003
Skills
Mortgage Lending, Relationship Management, New Business Development, Credit Cards, Direct Sales, Loans, Mortgage Banking, Banking, Credit, FHA, Residential Mortgages, Underwriting
Education
Loyola University Maryland 1994 — 1995
MBA, Finance
University of Richmond 1989 — 1993
BS, Finance
Loyola Blakefield 1986 — 1989
Citizens Bank March 2014 - Present
Bank of America September 2009 - Present
Bank of America March 2008 - September 2009
Bank of America September 2005 - March 2008
Skills
Risk Management, Auditing, Operational Risk, Banking, Financial Risk, Financial Analysis, Credit Risk, Portfolio Management, Process Improvement, Operational Risk..., Internal Audit, Financial Services, Finance, Financial Modeling, Cash Management, Enterprise Risk..., Underwriting, Change Management, Analysis, Project Management, Forecasting
Education
Loyola University Maryland
BBA, Marketing
GE Healthcare March 2007 - Present
Bank of America May 2006 - February 2007
United Airlines February 2002 - May 2006
Bank of America November 2000 - February 2002
Cimlinc Inc. May 1997 - October 2000
Skills
Agile Methodologies, SDLC, Java Enterprise Edition, Java, Eclipse, Oracle, Scrum, Spring, Web Applications, Software Development, C#
Education
Loyola University Chicago 1995 — 1997
Master, Computer Science
Bank of America September 2005 - Present
Provident Bank May 2001 - September 2005
Skills
Consumer Lending, Small Business Lending, Loans, Banking, Retail Banking, Mortgage Lending, Credit, Commercial Banking, Mortgage Banking, Lines Of Credit, Branch Management, Commercial Lending, Loan Origination, Cross Selling, Credit Analysis
Education
Notre Dame of Maryland University 2011 — 2014
Bachelor of Arts (B.A.), Business Administration and Management, General / Industrial Organizational Psychology, 3.7
Loyola University Maryland 1992 — 1996
Political Science
JPMorgan Chase Legal Department November 2011 - Present
MB Financial Bank July 2009 - November 2011
Bank of America October 2007 - May 2009
LaSalle Bank 2005 - 2007
LaSalle Bank 2005 - 2007
LaSalle Bank 2005 - 2007
DLA Piper November 1997 - November 2005
Skills
Securities, Capital Markets, Real Estate Economics, Commercial Lending, Loans, Asset Based Lending, Banking, Due Diligence, Mergers
Education
Loyola University Chicago School of Law
Doctor of Law (J.D.)
The Charitable Estate Planning Institute 2012 - Present
Thompson & Associates 2011 - Present
Charles Slamar & Associates November 2009 - Present
North Park University December 2009 - May 2010
Bank of America November 1990 - March 2009
Children's Memorial Medical Center 1981 - 1990
Lake Shore National Bank (nka JP Morgan Chase) 1979 - 1981
Skills
Non-profits, Fundraising, Charities, Litigation, Planned Giving, Philanthropy, Estate Planning, Public Speaking, Grants, Strategic Planning, Finance, Stewardship, Leadership, Community Outreach, Wealth Management, Asset Allocation, Nonprofits, Trusts, Investment Management, Financial Advisory, Board Development, Wealth, Tax, Foundations, Estate Administration, Investments, Proposal Writing, Annual Giving, Non-profit..., Volunteer Management, Alternative Investments, Non-profit Board..., Investment Advisory, Alumni Relations, Prospect Research, Board of Directors, Financial Planners
Education
John Marshall Law School 1979 — 1983
LLM, Taxation
Loyola University Chicago School of Law 1970 — 1973
JD
University of Illinois at Urbana-Champaign 1966 — 1970
BA, Political Science
J.P. Morgan October 2014 - Present
JP Morgan May 2008 - October 2014
Bank of America September 1994 - May 2008
Continental Illinois January 1977 - September 1994
CBNA 1977 - 1994
Education
Loyola University Chicago
MBA, Finance
University of Wisconsin-Madison
B.A.
University of Wisconsin-Madison
M.A., Latin American Studies
HSBC Private Bank June 2011 - Present
US Trust October 2006 - January 2011
Evergreen Investments October 2003 - October 2006
Bank of America June 2000 - October 2003
Cargill Investor Services April 1997 - May 2000
Prudential Securities January 1991 - April 1997
Skills
Alternative Investments, Wealth Management, Investments, Portfolio Management, Series 7, Wealth Management..., Asset Management, Risk Management, Managed Futures, Hedge Funds, Investment Advisory, Asset Allocation, Investment Management, Fixed Income, Mutual Funds, Financial Services, Banking
Education
Loyola University New Orleans 1981 — 1985
Bachelor of Arts, Communications
The J.M. Smucker Company October 2013 - Present
The J.M. Smucker Company February 2012 - October 2013
McCormick March 2010 - March 2012
McCormick & Co., Inc July 2007 - March 2010
McCormick & Co., Inc February 2007 - July 2007
Bank of America October 2006 - February 2007
Skills
Competitive Analysis, CRM, Marketing Management, Management, Marketing, Product Development, Business Planning, Sales Management, Project Management, Analysis, Sales, Customer Service, Microsoft Office, Customer Insight, Cross-functional Team..., Nielsen, Consumer Products, IRI, Merchandising, Brand Management, Market Research, Forecasting
Education
Loyola University Maryland 2009 — 2011
MBA, Marketing Focus
York College of Pennsylvania 2001 — 2006
Business Administration, Marketing, Retailing
Private Mortgage Banker NMLS 659214 at Wells Fargo January 2015 - Present
Bank of America February 2002 - January 2015
DB Alex Brown 1995 - 2002
Education
Loyola University Maryland 1996 — 1998
MS, Finance
University of Maryland Baltimore County 1991 — 1995
BS, Economics
Bank of America
Skills
Commercial Banking, Credit, Commercial Lending, Banking, Credit Analysis, Loans, Treasury Management, Finance, Team Building, Credit Risk, Financial Analysis, Portfolio Management, Process Improvement, Risk Management
Education
Loyola College in Maryland
MBA, Finance
University of Rhode Island
Bachelor of Science (B.S.)
Bank of America November 1990 - Present
Education
Loyola College in Maryland
Master of Business Administration (M.B.A.), Finance, General
Wake Forest University
Bachelor of Applied Science (BASc), Biology, General
Legg Mason September 2014 - Present
T. Rowe Price July 2012 - September 2014
T. Rowe Price June 2011 - July 2012
T Rowe Price December 2006 - June 2011
T. Rowe Price 2010 - 2011
Bank of America December 2004 - November 2006
Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Financial Markets, Financial Analysis, Relationship Management, Series 63, Retirement, Investment Strategies, Wealth Management, Financial Modeling, Valuation, Sales, Due Diligence, Series 7, Portfolio Management, Banking, Securities, Investment Advisory, Financial Planning, Asset Management
Education
Loyola University Maryland 2009 — 2012
MBA, Finance Specialization
University of Maryland College Park 2000 — 2004
BS, Marketing
Bank of America January 2014 - Present
KPMG Advisory 2011 - Present
Capco March 2010 - January 2011
Morgan Stanley 2006 - 2010
JP Morgan 2004 - 2006
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Financial Services, Equities, Investment Banking, Valuation, Securities, Alternative Investments, Private Equity, Emerging Markets, Bloomberg, Due Diligence, Financial Risk
Education
Loyola University Maryland 1997 — 2001
political science, Political science, business
Saint Anthony's 1993 — 1997
Chambers Strategy Group 2014 - Present
Bank of America 2010 - 2014
Kennedy Wilson 2006 - 2010
Skills
FHA, Real Estate, Loans, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Loan Origination, Banking, Investment Properties, Portfolio Management, Asset Management, Credit, Asset Managment, Due Diligence, Real Estate Economics, Investments, Risk Management, Residential Mortgages, REO
Education
Loyola University Chicago School of Law
JD
University of Vermont
Oc0d4 ex sbrcccgvczz fb guys m poon h
Bank of America July 2008 - Present
Education
Loyola College in Maryland 2007 — 2011
MBA, Marketing
Bank of America 1988 - 2010
Education
Loyola University Maryland 1991 — 1999
University of Delaware 1986 — 1986
Bank of America June 2011 - Present
JPMorgan Chase 2008 - May 2011
Skills
Credit Cards, SQL, SAS, Credit Risk, Financial Risk, Strategy, Credit, Management, Analytics, Banking, Portfolio Management, Risk Management, Financial Modeling, Risk Analytics, Analysis, Business Analysis
Education
Loyola College in Maryland 2004 — 2008
Bachelor's degree, Finance
M&T Bank 2001 - 2003
Bank of America 1993 - 2001
MNC Commercial Corp / Maryland National Bank 1989 - 1993
Education
Loyola University Maryland
Bachelor's Degree
Glorietta Luxury Soap January 2014 - Present
ATF Finance January 2007 - Present
Citi March 2006 - December 2006
Amegy Bank December 2003 - March 2006
SBL Holdings, Inc January 1996 - November 2003
Bank of America June 1981 - January 1995
Deloitte June 1976 - August 1979
Skills
Corporate Finance, Valuation, Financial Analysis, Asset Managment, Private Equity, Mergers & Acquisitions, Financial Modeling, Loans, Asset Management, Finance, Portfolio Management, Bloomberg, Due Diligence, Capital Markets, Fixed Income, Investments, Strategic Planning, Management, Risk Management
Education
University of Notre Dame - Mendoza College of Business 1979 — 1981
MBA, Finance
Villanova University 1972 — 1976
BS, Accounting
Loyola University of Chicago 1975 — 1975
Rome Center
Bank of America May 1985 - December 2000
Skills
Microsoft Office, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Portfolio Management, Project Management
Education
Loyola College in Maryland 1982 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Bank of America August 1981 - Present
Education
Loyola University of Chicago 1985 — 1993
Bachelor's degree, Business Administration and Management, General
Bank of America August 2000 - Present
Allfirst Bank (legacy) 1992 - 2000
USF&G (legacy) 1983 - 1991
Skills
Treasury Services, Commercial Banking, Banking, Treasury Management, Cross Selling, Cash Management, ACH, Merchant Services, Loans, Portfolio Management, Credit, Relationship Management, Internet Banking, Payments, Liquidity Management
Education
Loyola Sellinger School of Business 1982 — 1986
MBA, Finance and Financial Management Services
Loyola College in Maryland 1977 — 1981
BS, Business/Commerce, General
Sandy Spring Bank 2006 - Present
Bank of America 2000 - 2006
Bank of America 1995 - 2000
Skills
Commercial Lending, Banking, series 7, Wealth Management
Education
Loyola University Maryland
Bachelor of Arts, with distinction, Philosophy
St John's Executive Seminars 2011 — 2012
Ritz Carlton Executive Leadership
Bank of America 1978 - 2012
Skills
Treasury Management..., Check Processing..., Banking, Commercial Banking, Cash Management, Risk Management, Relationship Management, Portfolio Management, Financial Services, Financial Risk, Credit, Customer Service
Education
Loyola University of Chicago 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
Southern Illinois University, Carbondale 1973 — 1978
Bachelor of Science (B.S.), Finance and Administrative Sciences
Bank of America September 2013 - Present
PNC April 2006 - September 2013
Savings First Mortgage April 1998 - April 2006
Education
Loyola University Maryland
Bachelor of Arts (B.A.), Accounting CPA
Bank of America 2013 - Present
PNC 2006 - 2013
Skills
CPA
Education
Loyola University Maryland 1976 — 1980
Bachelor of Arts (B.A.), Accounting