Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Dan Kipp Dan Kipp's Bank of America Experience 1999 - 2003
Job Private Investor & Board Advisor
Industry Venture Capital & Private Equity
Experience
City Capital Ventures April 2015 - Present
Winona Capital Management April 2014 - Present
Winona Capital Management January 2007 - March 2014
Fusion Education Group January 2007 - March 2014
Peter Millar April 2009 - October 2012
Bank of America 1999 - 2003
Cowen and Company September 1998 - August 1999
Salomon Brothers 1986 - 1998
PNC July 1981 - July 1984
Skills
Banking, Management, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Corporate Development, Financial Modeling, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA
Miami University 1977 — 1981
B.S., Finance & Business Administration
City Capital Ventures April 2015 - Present
Winona Capital Management April 2014 - Present
Winona Capital Management January 2007 - March 2014
Fusion Education Group January 2007 - March 2014
Peter Millar April 2009 - October 2012
Bank of America 1999 - 2003
Cowen and Company September 1998 - August 1999
Salomon Brothers 1986 - 1998
PNC July 1981 - July 1984
Skills
Banking, Management, Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Valuation, Due Diligence, Corporate Development, Financial Modeling, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA
Miami University 1977 — 1981
B.S., Finance & Business Administration
Jenna Svajger Jenna Svajger's Bank of America Experience August 1999 - February 2012
Job Staffing Supervisor at The Reserves Network
Industry Staffing and Recruiting
Experience
The Reserves Network July 2012 - January 2015
Bank of America August 1999 - February 2012
Skills
Temporary Staffing, Staffing Services, Internet Recruiting, Recruiting, Talent Acquisition, Temporary Placement, Employee Relations, Background Checks, Onboarding, Sourcing, New Hire Orientations, Customer Service, Screening, Human Resources, interviewing, Microsoft Office, Interviews, Applicant Tracking..., Payroll, College Recruiting, Cold Calling, Contract Recruitment, Hiring, Screening Resumes, Technical Recruiting, Resume Writing, Employee Benefits, Permanent Placement, Talent Management, Interview Preparation, Benefits Administration, Industrial Sector, Employee Training, Benefits Negotiation, Deferred Compensation, HRIS, Job Fairs
Education
Miami University
Chardon High School
The Reserves Network July 2012 - January 2015
Bank of America August 1999 - February 2012
Skills
Temporary Staffing, Staffing Services, Internet Recruiting, Recruiting, Talent Acquisition, Temporary Placement, Employee Relations, Background Checks, Onboarding, Sourcing, New Hire Orientations, Customer Service, Screening, Human Resources, interviewing, Microsoft Office, Interviews, Applicant Tracking..., Payroll, College Recruiting, Cold Calling, Contract Recruitment, Hiring, Screening Resumes, Technical Recruiting, Resume Writing, Employee Benefits, Permanent Placement, Talent Management, Interview Preparation, Benefits Administration, Industrial Sector, Employee Training, Benefits Negotiation, Deferred Compensation, HRIS, Job Fairs
Education
Miami University
Chardon High School
Jeneen Marziani Jeneen Marziani's Bank of America Experience June 2010 - Present
Job SVP, Ohio Market President at Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
Bank of America January 2010 - Present
Bank of America 2005 - Present
Bank of America 2004 - Present
Bank of America 2001 - 2004
Bank of America 1999 - 2001
MBNA 1997 - 1999
Skills
CRM, Banking, Management, Leadership, Credit, Business Development, Credit Cards, Start-ups, Portfolio Management, Operations Management, Sales, Budgets
Education
Miami University 1989 — 1993
Bachelor of Arts (B.A.)
Miami University 1989 — 1993
Bank of America June 2010 - Present
Bank of America January 2010 - Present
Bank of America 2005 - Present
Bank of America 2004 - Present
Bank of America 2001 - 2004
Bank of America 1999 - 2001
MBNA 1997 - 1999
Skills
CRM, Banking, Management, Leadership, Credit, Business Development, Credit Cards, Start-ups, Portfolio Management, Operations Management, Sales, Budgets
Education
Miami University 1989 — 1993
Bachelor of Arts (B.A.)
Miami University 1989 — 1993
Carole Torres Carole Torres's Bank of America Experience August 2007 - October 2013
Job SVP, Talent Management & Staffing Operations at KeyBank
Industry Banking
Experience
KeyBank November 2013 - Present
Bank of America August 2007 - October 2013
Bank of America May 2006 - August 2007
Bank of America December 2004 - May 2006
Bank of America May 2002 - December 2004
Skills
Leadership Development, Organizational Design, Performance Management, Talent Management, Human Resources, Organizational..., Banking, HR Consulting, Retail Banking, Relationship Management, Consumer Lending, Credit, Loans, Mortgage Lending, Organizational..., Program Management, Executive Coaching, Retention Management, Succession Planning, Strategic Planning, Diversity & Inclusion, Employee Surveys, Onboarding
Education
Miami University 1992 — 1996
B.S., Marketing
Regent's College
Semester Abroad, Marketing and Finance
KeyBank November 2013 - Present
Bank of America August 2007 - October 2013
Bank of America May 2006 - August 2007
Bank of America December 2004 - May 2006
Bank of America May 2002 - December 2004
Skills
Leadership Development, Organizational Design, Performance Management, Talent Management, Human Resources, Organizational..., Banking, HR Consulting, Retail Banking, Relationship Management, Consumer Lending, Credit, Loans, Mortgage Lending, Organizational..., Program Management, Executive Coaching, Retention Management, Succession Planning, Strategic Planning, Diversity & Inclusion, Employee Surveys, Onboarding
Education
Miami University 1992 — 1996
B.S., Marketing
Regent's College
Semester Abroad, Marketing and Finance
Jay Livingston Jay Livingston's Bank of America Experience 1994 - 2014
Job Strategic Marketing Executive and Investor
Industry Marketing and Advertising
Experience
Bank of America 1994 - 2014
Skills
Strategic Planning, Marketing Strategy, Brand Management, Product Management, Advertising, Direct Marketing, Segmentation, Acquisition Integration, Six Sigma, Angel Investing, Leadership, Strategic Partnerships, Marketing, Strategy, Management, Analytics, Integrated Marketing, Digital Marketing, Customer Acquisition, Social Media Marketing, Marketing Communications
Education
Miami University
Studied abroad in Luxembourg and Moscow.
Webb School of Knoxville
Bank of America 1994 - 2014
Skills
Strategic Planning, Marketing Strategy, Brand Management, Product Management, Advertising, Direct Marketing, Segmentation, Acquisition Integration, Six Sigma, Angel Investing, Leadership, Strategic Partnerships, Marketing, Strategy, Management, Analytics, Integrated Marketing, Digital Marketing, Customer Acquisition, Social Media Marketing, Marketing Communications
Education
Miami University
Studied abroad in Luxembourg and Moscow.
Webb School of Knoxville
Claudio Romano Claudio Romano's Bank of America Experience November 2012 - Present
Job Financial Crimes Compliance Specialist
Industry Banking
Experience
Bank of America November 2012 - Present
Bank of America/Merrill Lynch May 2007 - November 2012
Bank of America June 2006 - May 2007
Wolf & Company2006 January 2006 - April 2006
Sovereign Bank2004 - 2005 January 2004 - January 2006
Provident Bank January 2001 - January 2003
New York Life Insurance Company January 2000 - January 2001
U.S. Coast Guard January 1993 - January 1997
Skills
Investments, Fixed Income, Sales, Management, Portfolio Management, Loans, Risk Management, Settlement, Investment Strategies, Financial Services, Bloomberg, Finance, Mutual Funds, Mortgage Lending, Series 63, Securities, Financial Analysis, Trading, Team Building, Program Management, Due Diligence, Series 7, Insurance
Education
Miami University
Miami University
Bachelor of Science, Health
Bank of America November 2012 - Present
Bank of America/Merrill Lynch May 2007 - November 2012
Bank of America June 2006 - May 2007
Wolf & Company2006 January 2006 - April 2006
Sovereign Bank2004 - 2005 January 2004 - January 2006
Provident Bank January 2001 - January 2003
New York Life Insurance Company January 2000 - January 2001
U.S. Coast Guard January 1993 - January 1997
Skills
Investments, Fixed Income, Sales, Management, Portfolio Management, Loans, Risk Management, Settlement, Investment Strategies, Financial Services, Bloomberg, Finance, Mutual Funds, Mortgage Lending, Series 63, Securities, Financial Analysis, Trading, Team Building, Program Management, Due Diligence, Series 7, Insurance
Education
Miami University
Miami University
Bachelor of Science, Health
Jason Chitwood Jason Chitwood's Bank of America Experience December 2009 - Present
Job Vice President; Product Officer
Industry Banking
Experience
Bank of America December 2009 - Present
Bank of America May 2005 - December 2009
The LaSalle Group May 2003 - September 2004
Skills
Loans, Microsoft Office, Strategic Planning, Underwriting, Mortgage Lending, Management, Time Management, Strategy, Credit Analysis, Business Development, Customer Service, Credit
Education
Miami University 2001 — 2005
Bachelors, Marketing w/ minor in Decision Sciences
Bank of America December 2009 - Present
Bank of America May 2005 - December 2009
The LaSalle Group May 2003 - September 2004
Skills
Loans, Microsoft Office, Strategic Planning, Underwriting, Mortgage Lending, Management, Time Management, Strategy, Credit Analysis, Business Development, Customer Service, Credit
Education
Miami University 2001 — 2005
Bachelors, Marketing w/ minor in Decision Sciences
Doug Mackinnon Doug Mackinnon's Bank of America Experience September 2011 - Present
Job Senior Operations Consultant / Officer at Bank of America
Industry Banking
Experience
Bank of America September 2011 - Present
Lerner, Sampson & Rothfuss 2007 - 2011
Attorney - general practice 2003 - 2007
Cincinnati Insurance 1994 - 2003
Education
Northern Kentucky University—Salmon P. Chase College of Law 1997 — 2001
Doctorate of Law (J.D.)
Miami University 1989 — 1993
Bachelor of Science, Marketing
Bank of America September 2011 - Present
Lerner, Sampson & Rothfuss 2007 - 2011
Attorney - general practice 2003 - 2007
Cincinnati Insurance 1994 - 2003
Education
Northern Kentucky University—Salmon P. Chase College of Law 1997 — 2001
Doctorate of Law (J.D.)
Miami University 1989 — 1993
Bachelor of Science, Marketing
David Jacquez's Bank of America Experience April 2012 - November 2012
Job Always strive for success
Industry Banking
Experience
Bank of America April 2012 - November 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, English, Outlook, Windows, Research, Banking, Budgets, HTML, Strategic Planning, Negotiation, Credit, Public Speaking, Financial Analysis, Java
Education
University of Arizona, Eller College of Management 2012 — 2014
Miami University 2010 — 2014
Bank of America April 2012 - November 2012
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, English, Outlook, Windows, Research, Banking, Budgets, HTML, Strategic Planning, Negotiation, Credit, Public Speaking, Financial Analysis, Java
Education
University of Arizona, Eller College of Management 2012 — 2014
Miami University 2010 — 2014
Chris Shroat Chris Shroat's Bank of America Experience March 2011 - Present
Job Southeast Region Sales and Service Executive at Bank of America
Industry Banking
Experience
Bank of America March 2011 - Present
Bank of America June 2010 - March 2011
Bank of America February 2007 - February 2009
Bank of America 1999 - 2005
Bank of America 1999 - 2005
Skills
Strategy, Retail Banking, Credit, Banking, Commercial Banking, Loans, Cross Selling, Relationship Management, Portfolio Management, Risk Management, Credit Analysis
Education
Miami University 1983 — 1987
BS, Finance
Bank of America March 2011 - Present
Bank of America June 2010 - March 2011
Bank of America February 2007 - February 2009
Bank of America 1999 - 2005
Bank of America 1999 - 2005
Skills
Strategy, Retail Banking, Credit, Banking, Commercial Banking, Loans, Cross Selling, Relationship Management, Portfolio Management, Risk Management, Credit Analysis
Education
Miami University 1983 — 1987
BS, Finance
Greg Byrd Greg Byrd's Bank of America Experience September 2007 - July 2008
Job Area Sales Manager at US Bank Home Mortgage
Industry Real Estate
Experience
US Bank Home Mortgage July 2008 - Present
Bank of America September 2007 - July 2008
Great Southwest Mortgage October 2004 - August 2007
Genzyme Biosurgery January 1998 - September 2004
Skills
Sales, FHA, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, First Time Home Buyers, Residential Mortgages, Loans, USDA, VA loans, Investment Properties
Education
Miami University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University
Bachelor of Arts (B.A.), Economics
US Bank Home Mortgage July 2008 - Present
Bank of America September 2007 - July 2008
Great Southwest Mortgage October 2004 - August 2007
Genzyme Biosurgery January 1998 - September 2004
Skills
Sales, FHA, Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, First Time Home Buyers, Residential Mortgages, Loans, USDA, VA loans, Investment Properties
Education
Miami University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University
Bachelor of Arts (B.A.), Economics
Karen Eberle's Bank of America Experience November 2000 - February 2011
Job Branch Manager/Loan Consultant at Caliber Home Loans
Industry Banking
Experience
Caliber Home Loans January 2012 - Present
Metlife Home Loans March 2011 - January 2012
Bank of America November 2000 - February 2011
Broadview Mortgage July 1996 - November 2000
American Mortgage Service Company March 1991 - July 1996
Skills
Mortgage Banking, Credit, FHA financing, FHA, Loans, VA loans, Residential Mortgages, Mortgage Lending, Refinance, Selling, Sales Management, Investment Properties, Loan Origination, Real Estate, Leadership, Branch Banking, Team Building, USDA, Short Sales, Mortgage Underwriting, Customer Service, Insurance, Sales, Recruiting, Reverse Mortgages, Banking, First Time Home Buyers, Home Equity Loans, Construction Loans
Education
Miami University 1966 — 1968
Education
Caliber Home Loans January 2012 - Present
Metlife Home Loans March 2011 - January 2012
Bank of America November 2000 - February 2011
Broadview Mortgage July 1996 - November 2000
American Mortgage Service Company March 1991 - July 1996
Skills
Mortgage Banking, Credit, FHA financing, FHA, Loans, VA loans, Residential Mortgages, Mortgage Lending, Refinance, Selling, Sales Management, Investment Properties, Loan Origination, Real Estate, Leadership, Branch Banking, Team Building, USDA, Short Sales, Mortgage Underwriting, Customer Service, Insurance, Sales, Recruiting, Reverse Mortgages, Banking, First Time Home Buyers, Home Equity Loans, Construction Loans
Education
Miami University 1966 — 1968
Education
Dave Dornbirer's Bank of America Experience 1994 - 2000
Job Sector Vice President at CoBank
Industry Banking
Experience
CoBank January 2012 - Present
CoBank August 2004 - January 2012
Mano A Mano 2003 - 2008
Blackbird Holdings May 2002 - May 2004
Banc of America Securities July 1994 - May 2002
Bank of America 1994 - 2000
NationsBank 1994 - 1998
U.S. Navy May 1983 - August 1992
Skills
Financial Modeling, Investment Banking, Credit, Portfolio Management, Corporate Finance, Financial Analysis, Project Finance, Loans, Capital Markets, Credit Analysis, Finance, Banking, Due Diligence, Credit Risk, Structured Finance, Financial Risk, Strategic Financial..., Risk Management, Commercial Lending
Education
Thunderbird School of Global Management 1992 — 1993
MBA, Finance, Latin America
Miami University 1979 — 1983
BS, Finance
CoBank January 2012 - Present
CoBank August 2004 - January 2012
Mano A Mano 2003 - 2008
Blackbird Holdings May 2002 - May 2004
Banc of America Securities July 1994 - May 2002
Bank of America 1994 - 2000
NationsBank 1994 - 1998
U.S. Navy May 1983 - August 1992
Skills
Financial Modeling, Investment Banking, Credit, Portfolio Management, Corporate Finance, Financial Analysis, Project Finance, Loans, Capital Markets, Credit Analysis, Finance, Banking, Due Diligence, Credit Risk, Structured Finance, Financial Risk, Strategic Financial..., Risk Management, Commercial Lending
Education
Thunderbird School of Global Management 1992 — 1993
MBA, Finance, Latin America
Miami University 1979 — 1983
BS, Finance
Christy Goudy's Bank of America Experience October 1997 - January 1999
Job Talent Acquisition Manager MedThink, Inc. Broker/Realtor at Allen Tate Realtors
Industry Marketing and Advertising
Experience
Allen Tate Realtors 2014 - Present
MedThink Communications November 2012 - Present
CBG Enterprises LLC September 2001 - November 2012
Bank of America October 1997 - January 1999
Boatmen's Bancshares, Inc. July 1992 - September 1996
NationsBank Florida August 1991 - May 1992
Skills
Business Development, Management, Recruiting, Leadership, Training, Advertising, Talent Acquisition, Sales, Strategic Communications, Sales Management, Talent, Employee Relations, Team Building, Coaching, Integrated Marketing, Analytics, Biotechnology, Leadership Development, Strategic Planning
Education
Miami University 1985 — 1989
Bachelor of Science (BS), Accounting and Finance
Allen Tate Realtors 2014 - Present
MedThink Communications November 2012 - Present
CBG Enterprises LLC September 2001 - November 2012
Bank of America October 1997 - January 1999
Boatmen's Bancshares, Inc. July 1992 - September 1996
NationsBank Florida August 1991 - May 1992
Skills
Business Development, Management, Recruiting, Leadership, Training, Advertising, Talent Acquisition, Sales, Strategic Communications, Sales Management, Talent, Employee Relations, Team Building, Coaching, Integrated Marketing, Analytics, Biotechnology, Leadership Development, Strategic Planning
Education
Miami University 1985 — 1989
Bachelor of Science (BS), Accounting and Finance
Kristin Furst Kristin Furst's Bank of America Experience April 2011 - August 2011
Job Client Relationship Manager at First Home Mortgage
Industry Real Estate
Experience
First Home Mortgage September 2011 - Present
Bank of America April 2011 - August 2011
Lennar April 2006 - April 2011
Ryan Homes June 2004 - April 2006
Skills
CRM, E-commerce, Selling, Sales, Real Estate, First Time Home Buyers, Negotiation, Residential Homes, Mortgage Lending, Short Sales, Customer Service, Real Estate Transactions, Account Management
Education
Miami University 2000 — 2004
Bachelor's of Business, Business Management
First Home Mortgage September 2011 - Present
Bank of America April 2011 - August 2011
Lennar April 2006 - April 2011
Ryan Homes June 2004 - April 2006
Skills
CRM, E-commerce, Selling, Sales, Real Estate, First Time Home Buyers, Negotiation, Residential Homes, Mortgage Lending, Short Sales, Customer Service, Real Estate Transactions, Account Management
Education
Miami University 2000 — 2004
Bachelor's of Business, Business Management
Johnathan Ducsay's Bank of America Experience September 2014 - August 2015
Job Information Security Specialist at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank August 2015 - Present
Bank of America September 2014 - August 2015
Bank of America January 2012 - September 2014
Bank of America May 2010 - January 2012
The Reynolds and Reynolds Company December 2009 - April 2010
Reynolds & Reynolds September 2009 - December 2009
Miami University Intramurals January 2008 - March 2009
United Insurance Service May 2006 - August 2007
Skills
Forecasting, Analysis, Insurance, Microsoft Excel, Security, Financial Analysis, Finance, Information Security, Project Management, Strategic Planning, Risk Management, Leadership, Access, Customer Service, Management, Sales, Process Improvement, Microsoft Office
Education
Tiffin University
Master of Business Administration (MBA), Executive Management
Richard T. Farmer School of Business 2007 — 2009
Bachelor of Science, Finance
Miami University 2005 — 2009
Bachelors, Finance, Decision Sciences
Tiffin Columbian Class of 2005
U.S. Bank August 2015 - Present
Bank of America September 2014 - August 2015
Bank of America January 2012 - September 2014
Bank of America May 2010 - January 2012
The Reynolds and Reynolds Company December 2009 - April 2010
Reynolds & Reynolds September 2009 - December 2009
Miami University Intramurals January 2008 - March 2009
United Insurance Service May 2006 - August 2007
Skills
Forecasting, Analysis, Insurance, Microsoft Excel, Security, Financial Analysis, Finance, Information Security, Project Management, Strategic Planning, Risk Management, Leadership, Access, Customer Service, Management, Sales, Process Improvement, Microsoft Office
Education
Tiffin University
Master of Business Administration (MBA), Executive Management
Richard T. Farmer School of Business 2007 — 2009
Bachelor of Science, Finance
Miami University 2005 — 2009
Bachelors, Finance, Decision Sciences
Tiffin Columbian Class of 2005
Darlene Huffman's Bank of America Experience August 2000 - August 2004
Job .
Industry Information Technology and Services
Experience
Heidrick & Struggles August 2014 - Present
Leapfactor January 2013 - July 2014
The Estée Lauder Companies Inc. February 2011 - January 2013
The Estée Lauder Companies Inc. July 2009 - February 2011
The Estée Lauder Companies Inc. May 2007 - June 2009
American General Financial Services September 2006 - April 2007
Coldstream Financial Services May 2005 - May 2006
Bank of America August 2000 - August 2004
Skills
Sales, Marketing, Customer Service, Retail, Strategic Planning, Account Management, Budgets, Management, Microsoft Excel, Event Planning, PowerPoint, Outlook, Microsoft Office, New Business Development, Microsoft Word, Social Media Marketing, Manage Client..., Beauty Industry, Project Management, Mobile Applications, Mobile Devices, Retail Sales Experience, Multi-channel Retail, Project Coordination, Retail Marketing, Sales Presentations, Direct Sales, Cold Calling, Sales Management, Finance, Beauty, Cosmetics, Mobile Content, Content Management, P&L Management, Digital Marketing
Education
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
Berlitz
Spanish Language
NYU SCPS
Real Estate Finance
Heidrick & Struggles August 2014 - Present
Leapfactor January 2013 - July 2014
The Estée Lauder Companies Inc. February 2011 - January 2013
The Estée Lauder Companies Inc. July 2009 - February 2011
The Estée Lauder Companies Inc. May 2007 - June 2009
American General Financial Services September 2006 - April 2007
Coldstream Financial Services May 2005 - May 2006
Bank of America August 2000 - August 2004
Skills
Sales, Marketing, Customer Service, Retail, Strategic Planning, Account Management, Budgets, Management, Microsoft Excel, Event Planning, PowerPoint, Outlook, Microsoft Office, New Business Development, Microsoft Word, Social Media Marketing, Manage Client..., Beauty Industry, Project Management, Mobile Applications, Mobile Devices, Retail Sales Experience, Multi-channel Retail, Project Coordination, Retail Marketing, Sales Presentations, Direct Sales, Cold Calling, Sales Management, Finance, Beauty, Cosmetics, Mobile Content, Content Management, P&L Management, Digital Marketing
Education
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
Berlitz
Spanish Language
NYU SCPS
Real Estate Finance
Joanna Stadelman Joanna Stadelman's Bank of America Experience June 2011 - March 2012
Job Financial Analyst, Asset Management Group at Casto
Industry Real Estate
Experience
Casto March 2012 - October 2014
Bank of America June 2011 - March 2012
Bank of America November 2010 - May 2011
Bank of America January 2007 - December 2010
LaSalle Bank 2004 - 2006
Education
Miami University 2000 — 2004
B.S., Finance
Casto March 2012 - October 2014
Bank of America June 2011 - March 2012
Bank of America November 2010 - May 2011
Bank of America January 2007 - December 2010
LaSalle Bank 2004 - 2006
Education
Miami University 2000 — 2004
B.S., Finance
Denise Paulonis Denise Paulonis's Bank of America Experience August 2004 - December 2005
Job
Industry Retail
Experience
Michaels Stores, Inc. September 2014 - Present
PepsiCo August 2013 - September 2014
PepsiCo January 2011 - July 2013
PepsiCo August 2009 - January 2011
McKinsey & Company February 2006 - July 2009
Bank of America August 2004 - December 2005
McKinsey & Company August 2000 - July 2004
Procter & Gamble 1994 - 1998
Skills
Management Consulting, Financial Modeling, Competitive Analysis, Segmentation, Analytics, Cross-functional Team..., Strategy, Supply Chain..., Finance, Forecasting, Business Planning
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance, Strategy
Miami University 1990 — 1993
B.S., Economics, Finance
Michaels Stores, Inc. September 2014 - Present
PepsiCo August 2013 - September 2014
PepsiCo January 2011 - July 2013
PepsiCo August 2009 - January 2011
McKinsey & Company February 2006 - July 2009
Bank of America August 2004 - December 2005
McKinsey & Company August 2000 - July 2004
Procter & Gamble 1994 - 1998
Skills
Management Consulting, Financial Modeling, Competitive Analysis, Segmentation, Analytics, Cross-functional Team..., Strategy, Supply Chain..., Finance, Forecasting, Business Planning
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance, Strategy
Miami University 1990 — 1993
B.S., Economics, Finance
Dustin Vincent Dustin Vincent's Bank of America Experience June 2010 - Present
Job Managing Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Bank of America July 2009 - June 2010
BMO Capital Markets April 2007 - November 2008
Bank of America 2002 - 2007
Banc of America Securities 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Miami University 1976 — 1980
BS, Finance / Accounting
Bank of America June 2010 - Present
Bank of America July 2009 - June 2010
BMO Capital Markets April 2007 - November 2008
Bank of America 2002 - 2007
Banc of America Securities 1990 - 2001
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Miami University 1976 — 1980
BS, Finance / Accounting
Erik Buckland Erik Buckland's Bank of America Experience 2012 - 2013
Job Assistant Vice President; Production Deployment Manager at PNC
Industry Banking
Experience
PNC 2014 - Present
Bridgeforce 2014 - 2014
Bank of America 2012 - 2013
Bank of America 2012 - 2012
Bank of America 2011 - 2012
Bank of America 2010 - 2011
Bank of America 2004 - 2009
Skills
Leadership, Sales, Customer Service, Credit, Banking, Loans, Risk Management, Credit Analysis, Call Centers, Credit Cards, Relationship Management, Credit Risk, Consumer Lending, Process Improvement, Mortgage Lending, Human Resources, Forecasting, Retail Banking, Portfolio Management
Education
Miami University 1993 — 1997
Bachelor of Arts, Public Administration
Miami University 1993 — 1997
Bachelor of Arts (BA), Spanish Language and Literature
PNC 2014 - Present
Bridgeforce 2014 - 2014
Bank of America 2012 - 2013
Bank of America 2012 - 2012
Bank of America 2011 - 2012
Bank of America 2010 - 2011
Bank of America 2004 - 2009
Skills
Leadership, Sales, Customer Service, Credit, Banking, Loans, Risk Management, Credit Analysis, Call Centers, Credit Cards, Relationship Management, Credit Risk, Consumer Lending, Process Improvement, Mortgage Lending, Human Resources, Forecasting, Retail Banking, Portfolio Management
Education
Miami University 1993 — 1997
Bachelor of Arts, Public Administration
Miami University 1993 — 1997
Bachelor of Arts (BA), Spanish Language and Literature
Lauren Imrich Lauren Imrich's Bank of America Experience July 2010 - Present
Job
Industry Marketing and Advertising
Experience
Bank of America July 2010 - Present
Bank of America November 2006 - July 2010
Bank of America April 2006 - November 2006
Bank of America January 2005 - April 2006
Bank of America April 2004 - January 2005
LPK May 2000 - December 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Miami University 1995 — 1999
BA, History
Queens University of Charlotte
Add'l Hours, Secondary Ed
Bank of America July 2010 - Present
Bank of America November 2006 - July 2010
Bank of America April 2006 - November 2006
Bank of America January 2005 - April 2006
Bank of America April 2004 - January 2005
LPK May 2000 - December 2003
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning
Education
Miami University 1995 — 1999
BA, History
Queens University of Charlotte
Add'l Hours, Secondary Ed
Gordon Friedrich Gordon Friedrich's Bank of America Experience October 2006 - December 2007
Job Account Director at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2014 - Present
Thomson Reuters November 2013 - Present
Thomson Reuters September 2011 - Present
Missouri Lawyers Media January 2010 - August 2011
Bank of America Merrill Lynch Wealth Management May 2009 - December 2009
Bank of America Investment Services, Inc July 2008 - March 2009
Kopila Children's Home (Orphanage) January 2008 - May 2008
Bank of America October 2006 - December 2007
Banc of America Investment Services, Inc December 2003 - September 2006
Americorps National Civilian Community Corps January 2003 - November 2003
Skills
Sales, Six Sigma, Strategic Partnerships, Leadership, Account Management, Management, Finance, Wealth Management, Salesforce.com, Sales Process, Equities, Strategy, Business Development, CRM, Strategic Planning
Education
Washington University in St. Louis 2013 — 2014
Master of Business Administration (MBA), Executive
Miami University 1998 — 2002
BA, Marketing
John Cabot University 2001 — 2001
International Business
St. Ignatius 1995 — 1998
Thomson Reuters August 2014 - Present
Thomson Reuters November 2013 - Present
Thomson Reuters September 2011 - Present
Missouri Lawyers Media January 2010 - August 2011
Bank of America Merrill Lynch Wealth Management May 2009 - December 2009
Bank of America Investment Services, Inc July 2008 - March 2009
Kopila Children's Home (Orphanage) January 2008 - May 2008
Bank of America October 2006 - December 2007
Banc of America Investment Services, Inc December 2003 - September 2006
Americorps National Civilian Community Corps January 2003 - November 2003
Skills
Sales, Six Sigma, Strategic Partnerships, Leadership, Account Management, Management, Finance, Wealth Management, Salesforce.com, Sales Process, Equities, Strategy, Business Development, CRM, Strategic Planning
Education
Washington University in St. Louis 2013 — 2014
Master of Business Administration (MBA), Executive
Miami University 1998 — 2002
BA, Marketing
John Cabot University 2001 — 2001
International Business
St. Ignatius 1995 — 1998
Kevin Flavin Kevin Flavin's Bank of America Experience June 2011 - Present
Job Financial Analyst Global Commercial Banking Traded Products at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - Present
Bank of America October 2010 - February 2012
Kirkland & Ellis LLP January 2008 - October 2010
Skills
Equities
Education
Miami University 2003 — 2007
BS, History
Bank of America June 2011 - Present
Bank of America October 2010 - February 2012
Kirkland & Ellis LLP January 2008 - October 2010
Skills
Equities
Education
Miami University 2003 — 2007
BS, History
David Cusa David Cusa's Bank of America Experience May 2006 - April 2011
Job Business Banking at People's United Bank
Industry Financial Services
Experience
People's United Bank June 2013 - Present
Sovereign Bank June 2012 - June 2013
Hudson Valley Bank April 2011 - April 2012
Bank of America May 2006 - April 2011
Bank of America October 2003 - May 2006
First Union / Wachovia November 2001 - October 2003
McGinn Smith & Co. Inc. January 1998 - October 2001
Paychex October 1995 - January 1998
Skills
Commercial Lending, Commercial Banking, Cash Management, Lines Of Credit, Wealth Management, Business Acquisition, Credit Analysis, Loans, Treasury Management, Financial Analysis, Portfolio Management, Mortgage, Negotiation, Coaching, Credit Risk, FX, Sales Management, Excel, New Business Development, Loan Origination, Customer Relations, Commercial Mortgages
Education
Miami University 1991 — 1995
BS, Marketing
Staples 1988 — 1991
People's United Bank June 2013 - Present
Sovereign Bank June 2012 - June 2013
Hudson Valley Bank April 2011 - April 2012
Bank of America May 2006 - April 2011
Bank of America October 2003 - May 2006
First Union / Wachovia November 2001 - October 2003
McGinn Smith & Co. Inc. January 1998 - October 2001
Paychex October 1995 - January 1998
Skills
Commercial Lending, Commercial Banking, Cash Management, Lines Of Credit, Wealth Management, Business Acquisition, Credit Analysis, Loans, Treasury Management, Financial Analysis, Portfolio Management, Mortgage, Negotiation, Coaching, Credit Risk, FX, Sales Management, Excel, New Business Development, Loan Origination, Customer Relations, Commercial Mortgages
Education
Miami University 1991 — 1995
BS, Marketing
Staples 1988 — 1991
Leslie Massey Leslie Massey's Bank of America Experience 1999 - 2002
Job Experienced Salesperson with Strong Analytical Skills
Industry Capital Markets
Experience
Huntington National Bank October 2011 - August 2015
Clutterbuck Funds LLC December 2009 - October 2011
KeyBank September 2003 - January 2009
Bank of America 1999 - 2002
Skills
Portfolio Management, Banking, Derivatives, Financial Analysis, Interest Rate Risk..., Credit, Financial Modeling, Capital Markets, Trading, Management, Investments, Risk Management, Loans, Credit Analysis, Financial Services
Education
Miami University 1995 — 1999
Bachlor of Science, Finance
Bay High School
Huntington National Bank October 2011 - August 2015
Clutterbuck Funds LLC December 2009 - October 2011
KeyBank September 2003 - January 2009
Bank of America 1999 - 2002
Skills
Portfolio Management, Banking, Derivatives, Financial Analysis, Interest Rate Risk..., Credit, Financial Modeling, Capital Markets, Trading, Management, Investments, Risk Management, Loans, Credit Analysis, Financial Services
Education
Miami University 1995 — 1999
Bachlor of Science, Finance
Bay High School
Jeff Mach Jeff Mach's Bank of America Experience August 2006 - September 2011
Job Senior Database Architect at Convergent USA
Industry Computer Software
Experience
Convergent USA October 2013 - Present
Compass Professional Health Services October 2011 - October 2013
Bank of America August 2006 - September 2011
Skills
ETL, Data Warehousing, SQL Server, Business Intelligence, SSIS, Datastage, Data Migration, Database Design, Data Modeling, Data Integration, Data Warehouse..., Disaster Recovery, Microsoft SQL Server, SSRS, T-SQL, Dimensional Modeling, OLAP, Business Intelligence..., SDLC, Analysis Services, Business Objects, Performance Tuning, SQL Tuning, Relational Databases, Databases, Data Analysis, Integration
Education
Miami University 1981 — 1984
BS, Economics
Convergent USA October 2013 - Present
Compass Professional Health Services October 2011 - October 2013
Bank of America August 2006 - September 2011
Skills
ETL, Data Warehousing, SQL Server, Business Intelligence, SSIS, Datastage, Data Migration, Database Design, Data Modeling, Data Integration, Data Warehouse..., Disaster Recovery, Microsoft SQL Server, SSRS, T-SQL, Dimensional Modeling, OLAP, Business Intelligence..., SDLC, Analysis Services, Business Objects, Performance Tuning, SQL Tuning, Relational Databases, Databases, Data Analysis, Integration
Education
Miami University 1981 — 1984
BS, Economics
Lauren Imrich-Rinard Lauren Imrich-Rinard's Bank of America Experience Assoc Account ExecLPK DesignMay 2000 - December 2003
Job VP at Bank of America
Industry Marketing and Advertising
Experience
Bank of America Assoc Account ExecLPK DesignMay 2000 - December 2003
Education
Miami University 1995 — 1999
BA, History
Bank of America Assoc Account ExecLPK DesignMay 2000 - December 2003
Education
Miami University 1995 — 1999
BA, History
Garett Wick Garett Wick's Bank of America Experience August 2005 - June 2008
Job Sr. Mortgage Banker
Industry Financial Services
Experience
loanDepot February 2014 - Present
Hunter Financial Group October 2011 - October 2013
Guild Mortgage Company October 2009 - March 2010
Bank of America August 2005 - June 2008
Skills
Pro Tools, Logic Pro, Waves Certified, Mortgage Lending, Loans, Credit, Loan Origination, Residential Mortgages, FHA, Sales, Mortgage Banking, Investment Properties, Refinance, Customer Service, Marketing, First Time Home Buyers, Sales Management, Real Estate, Leadership, Management, Microsoft Excel, Microsoft Office, Negotiation, Credit Analysis, Underwriting, Finance, VA loans, Banking, Government Loans, Financial Analysis, Investors, Investments, Residential Homes, Insurance, Loan Servicing, FHA financing, Real Estate Economics, USDA, Short Sales, Foreclosures, Real Estate Financing
Education
Miami University 2001 — 2005
Bachelor's of Science, Marketing, Entrepreneurship
Conservatory of Recording Arts and Sciences 2010 — 2011
Audio Engineering, All things audio
loanDepot February 2014 - Present
Hunter Financial Group October 2011 - October 2013
Guild Mortgage Company October 2009 - March 2010
Bank of America August 2005 - June 2008
Skills
Pro Tools, Logic Pro, Waves Certified, Mortgage Lending, Loans, Credit, Loan Origination, Residential Mortgages, FHA, Sales, Mortgage Banking, Investment Properties, Refinance, Customer Service, Marketing, First Time Home Buyers, Sales Management, Real Estate, Leadership, Management, Microsoft Excel, Microsoft Office, Negotiation, Credit Analysis, Underwriting, Finance, VA loans, Banking, Government Loans, Financial Analysis, Investors, Investments, Residential Homes, Insurance, Loan Servicing, FHA financing, Real Estate Economics, USDA, Short Sales, Foreclosures, Real Estate Financing
Education
Miami University 2001 — 2005
Bachelor's of Science, Marketing, Entrepreneurship
Conservatory of Recording Arts and Sciences 2010 — 2011
Audio Engineering, All things audio
Cody Weese's Bank of America Experience October 2013 - November 2014
Job Mortgage Financing Advisor at Pulte Mortgage, NMLS #1256442
Industry Financial Services
Experience
Pulte Mortgage November 2014 - Present
Bank of America October 2013 - November 2014
Bank of America August 2012 - September 2013
Bank of America June 2011 - August 2012
Limited Brands November 2010 - June 2011
Ernst & Young September 2009 - September 2010
Skills
Microsoft Excel, Banking, Leadership, Credit, Accounting
Education
Miami University 2005 — 2009
Bachelors, Accounting
Pulte Mortgage November 2014 - Present
Bank of America October 2013 - November 2014
Bank of America August 2012 - September 2013
Bank of America June 2011 - August 2012
Limited Brands November 2010 - June 2011
Ernst & Young September 2009 - September 2010
Skills
Microsoft Excel, Banking, Leadership, Credit, Accounting
Education
Miami University 2005 — 2009
Bachelors, Accounting
Eric Stuhldreher's Bank of America Experience September 2009 - October 2011
Job Vice President, Regional Sales Manager at PNC
Industry Banking
Experience
PNC November 2013 - Present
Fifth Third Bank October 2011 - November 2013
Bank of America September 2009 - October 2011
FIFTH THIRD BANCORP January 2006 - 2009
Fifth Third Bancorp January 2004 - January 2006
Fifth Third Bank January 1999 - January 2004
FIFTH THIRD BANCORP January 1996 - January 1999
BUILDER'S SQUARE January 1994 - January 1996
Skills
Banking, Loans, Sales Management, Credit, Mortgage Lending, Leadership, Mortgage Banking, Performance Management, Sales, Training, Strategy, Management, Strategic Planning, Sales Operations, Coaching, Loan Origination, Credit Analysis
Education
Xavier University 1999 — 2002
MBA, Business
Miami University 1990 — 1994
BS, Marketing
PNC November 2013 - Present
Fifth Third Bank October 2011 - November 2013
Bank of America September 2009 - October 2011
FIFTH THIRD BANCORP January 2006 - 2009
Fifth Third Bancorp January 2004 - January 2006
Fifth Third Bank January 1999 - January 2004
FIFTH THIRD BANCORP January 1996 - January 1999
BUILDER'S SQUARE January 1994 - January 1996
Skills
Banking, Loans, Sales Management, Credit, Mortgage Lending, Leadership, Mortgage Banking, Performance Management, Sales, Training, Strategy, Management, Strategic Planning, Sales Operations, Coaching, Loan Origination, Credit Analysis
Education
Xavier University 1999 — 2002
MBA, Business
Miami University 1990 — 1994
BS, Marketing
Erin Denney Erin Denney's Bank of America Experience May 2011 - March 2013
Job VP Director, Enterprise Risk Programs
Industry Banking
Experience
Fifth Third Bank March 2013 - Present
Bank of America May 2011 - March 2013
Fifth Third Bank December 2007 - May 2011
US Bank July 2007 - December 2007
Fifth Third Bank April 2004 - July 2007
Republic Mortgage Insurance Company August 2002 - January 2005
Skills
Fraud, Credit, Operations Management, Loans, AML, Mortgage Lending, Risk Assessment, Process Improvement, Portfolio Management, Credit Cards, Risk Management, Banking, Credit Analysis, Consumer Lending, Credit Risk, Management, Financial Risk, Anti Money Laundering
Education
Utica College 2014 — 2016
Master's Degree, Financial Crime and Compliance Management
Miami University 1996 — 2000
Bachelor of Arts (B.A.), Zoology/Animal Biology and Sociology
Fifth Third Bank March 2013 - Present
Bank of America May 2011 - March 2013
Fifth Third Bank December 2007 - May 2011
US Bank July 2007 - December 2007
Fifth Third Bank April 2004 - July 2007
Republic Mortgage Insurance Company August 2002 - January 2005
Skills
Fraud, Credit, Operations Management, Loans, AML, Mortgage Lending, Risk Assessment, Process Improvement, Portfolio Management, Credit Cards, Risk Management, Banking, Credit Analysis, Consumer Lending, Credit Risk, Management, Financial Risk, Anti Money Laundering
Education
Utica College 2014 — 2016
Master's Degree, Financial Crime and Compliance Management
Miami University 1996 — 2000
Bachelor of Arts (B.A.), Zoology/Animal Biology and Sociology
Josh Lundell Josh Lundell's Bank of America Experience December 2014 - Present
Job SVP Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America December 2014 - Present
Bank of America December 2010 - November 2014
Bank of America October 2009 - December 2010
Bank of America October 2008 - November 2009
Bank of America October 2007 - October 2008
Bank of America May 2006 - October 2007
Wachovia February 2005 - May 2006
The Ability Experience (Formerly Push America) February 2002 - November 2004
Skills
Leadership, Strategy, Customer Service, Six Sigma, Nonprofits, Financial Analysis, Management, Cross-functional Team..., Public Speaking, Program Management, Project Management, Change Management, Analysis, Training, CRM, Finance, Strategic Planning, Banking
Education
Miami University 1997 — 2001
BS Business Administration, Finance, Decision Science, Marketing, General Business
Bank of America December 2014 - Present
Bank of America December 2010 - November 2014
Bank of America October 2009 - December 2010
Bank of America October 2008 - November 2009
Bank of America October 2007 - October 2008
Bank of America May 2006 - October 2007
Wachovia February 2005 - May 2006
The Ability Experience (Formerly Push America) February 2002 - November 2004
Skills
Leadership, Strategy, Customer Service, Six Sigma, Nonprofits, Financial Analysis, Management, Cross-functional Team..., Public Speaking, Program Management, Project Management, Change Management, Analysis, Training, CRM, Finance, Strategic Planning, Banking
Education
Miami University 1997 — 2001
BS Business Administration, Finance, Decision Science, Marketing, General Business
Doug DeBaltzo Doug DeBaltzo's Bank of America Experience October 2008 - February 2011
Job Sr. Manager, Procurement Global Travel Category Manager at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company August 2014 - Present
Capgemini May 2014 - August 2014
Caterpillar Inc. March 2011 - April 2014
Bank of America October 2008 - February 2011
AstraZeneca October 2006 - October 2008
NCR June 2001 - October 2006
Carlson Wagonlit Travel 1995 - 2000
Citi 1989 - 1994
Skills
Management, Strategy, Leadership, Operations Management, Business Development, Procurement, Strategic Sourcing, Sourcing, Team Building, Contract Negotiation, Budgets, Business Process, Strategic Planning, Process Improvement, Travel Management, Supply Management, Time Management, Business Strategy, Negotiation, Vendor Management, Consulting, Service Delivery, Sales Management, Marketing Strategy, Cross-functional Team..., Pricing, Account Management, Program Management, Business Travel, Forecasting, Business Planning, New Business Development, Change Management, Global Sourcing, Six Sigma, Strategic Partnerships, Project Management, Competitive Analysis, Sales, Team Leadership, Supply Chain Management, Supply Chain, Business Process..., Outsourcing, Purchasing, CRM
Education
Miami University
B.S Business, Finance
The Coca-Cola Company August 2014 - Present
Capgemini May 2014 - August 2014
Caterpillar Inc. March 2011 - April 2014
Bank of America October 2008 - February 2011
AstraZeneca October 2006 - October 2008
NCR June 2001 - October 2006
Carlson Wagonlit Travel 1995 - 2000
Citi 1989 - 1994
Skills
Management, Strategy, Leadership, Operations Management, Business Development, Procurement, Strategic Sourcing, Sourcing, Team Building, Contract Negotiation, Budgets, Business Process, Strategic Planning, Process Improvement, Travel Management, Supply Management, Time Management, Business Strategy, Negotiation, Vendor Management, Consulting, Service Delivery, Sales Management, Marketing Strategy, Cross-functional Team..., Pricing, Account Management, Program Management, Business Travel, Forecasting, Business Planning, New Business Development, Change Management, Global Sourcing, Six Sigma, Strategic Partnerships, Project Management, Competitive Analysis, Sales, Team Leadership, Supply Chain Management, Supply Chain, Business Process..., Outsourcing, Purchasing, CRM
Education
Miami University
B.S Business, Finance
Jared Henry's Bank of America Experience June 2010 - August 2010
Job Corporate Finance at WR Grace
Industry Chemicals
LeTisha Johnson, SPHR's Bank of America Experience May 2011 - Present
Job VP, Human Resources Manager at Bank of America
Industry Financial Services
Experience
Bank of America May 2011 - Present
SPX Corporation September 2008 - May 2011
Alcoa CSI May 2007 - August 2008
Alcoa CSI March 2006 - May 2007
Cintas November 2004 - May 2006
Cintas June 2003 - November 2004
Cintas January 2002 - June 2003
Skills
Leadership Development, Succession Planning, Employee Relations, Performance Management, Human Resources, Leadership, Personnel Management, Employee Engagement, Recruiting, Change Management, Talent Management, Organizational...
Education
Xavier University 2007 — 2009
Executive Masters, Human Resource Development
Miami University 1998 — 2001
Bachelors, Human Resources & Organizational Development
Bank of America May 2011 - Present
SPX Corporation September 2008 - May 2011
Alcoa CSI May 2007 - August 2008
Alcoa CSI March 2006 - May 2007
Cintas November 2004 - May 2006
Cintas June 2003 - November 2004
Cintas January 2002 - June 2003
Skills
Leadership Development, Succession Planning, Employee Relations, Performance Management, Human Resources, Leadership, Personnel Management, Employee Engagement, Recruiting, Change Management, Talent Management, Organizational...
Education
Xavier University 2007 — 2009
Executive Masters, Human Resource Development
Miami University 1998 — 2001
Bachelors, Human Resources & Organizational Development
Guohui Xiao's Bank of America Experience 2006 - 2007
Job Computer Software Consultant and Contractor
Industry Computer Software
Kate Hanratty's Bank of America Experience August 2001 - October 2003
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Google April 2007 - January 2009
Travelocity October 2003 - April 2007
Bank of America August 2001 - October 2003
Education
Miami University
Google April 2007 - January 2009
Travelocity October 2003 - April 2007
Bank of America August 2001 - October 2003
Education
Miami University
Doug Derrington's Bank of America Experience October 2013 - August 2014
Job Solutions Architecture Senior Manager at Jack Henry
Industry Information Technology and Services
Experience
Jack Henry & Associates September 2014 - Present
Bank of America October 2013 - August 2014
Red Ventures January 2011 - March 2013
eClient Inc August 2006 - January 2011
Digital Horizon Solutions December 2004 - August 2006
Compass Group 2001 - 2002
optionsXpress June 2000 - May 2001
Skills
Enterprise Software, SaaS, Cloud Computing, Start-ups, Strategy, Business Development, Mergers & Acquisitions, Business Analysis, Solution Selling, Strategic Planning, Integration, Management, Budgets, Product Development, CRM, Salesforce.com, Product Management, Executive Management, Business Strategy, Business Intelligence, Leadership, Strategic Partnerships, New Business Development, Professional Services, Enterprise Architecture, C#, ASP.NET, Web Applications, jQuery, SQL, Database Design, Data Warehouse..., Analytics, Business Process..., Entrepreneurship, Vendor Management, Cross-functional Team...
Education
Miami University 1986 — 1990
BS, Finance
Jack Henry & Associates September 2014 - Present
Bank of America October 2013 - August 2014
Red Ventures January 2011 - March 2013
eClient Inc August 2006 - January 2011
Digital Horizon Solutions December 2004 - August 2006
Compass Group 2001 - 2002
optionsXpress June 2000 - May 2001
Skills
Enterprise Software, SaaS, Cloud Computing, Start-ups, Strategy, Business Development, Mergers & Acquisitions, Business Analysis, Solution Selling, Strategic Planning, Integration, Management, Budgets, Product Development, CRM, Salesforce.com, Product Management, Executive Management, Business Strategy, Business Intelligence, Leadership, Strategic Partnerships, New Business Development, Professional Services, Enterprise Architecture, C#, ASP.NET, Web Applications, jQuery, SQL, Database Design, Data Warehouse..., Analytics, Business Process..., Entrepreneurship, Vendor Management, Cross-functional Team...
Education
Miami University 1986 — 1990
BS, Finance
Marc Parkinson's Bank of America Experience July 2007 - January 2012
Job MTS IV CsltSys Engrg at Verizon Business
Industry Computer Software
Experience
Verizon Business February 2012 - Present
Bank Of America July 2007 - January 2012
CenturyTel June 2003 - October 2006
Business Management Systems Corporation 2000 - 2003
US West 1997 - 2000
Sypris Electronics, LLC 1990 - 1999
Lockheed Martin 1996 - 1997
sypris ellectorings 1990 - 1996
USAG 1983 - 1990
USAF 1983 - 1990
Education
Miami University 1979 — 1983
Bachelor of Science (BS), Computer Systems Analysis
Verizon Business February 2012 - Present
Bank Of America July 2007 - January 2012
CenturyTel June 2003 - October 2006
Business Management Systems Corporation 2000 - 2003
US West 1997 - 2000
Sypris Electronics, LLC 1990 - 1999
Lockheed Martin 1996 - 1997
sypris ellectorings 1990 - 1996
USAG 1983 - 1990
USAF 1983 - 1990
Education
Miami University 1979 — 1983
Bachelor of Science (BS), Computer Systems Analysis
Chris Kutscher's Bank of America Experience November 2012 - Present
Job VP, Cons Prod Strategy Analyst III Small Business Strategies at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
Bank of America January 2011 - November 2012
Bank of America November 2008 - January 2011
Bank of America October 2006 - November 2008
Motorsports of March 2006 - September 2006
ComDoc, Inc May 2004 - February 2005
Skills
Relationship Management, Process Improvement, Financial Services, Risk Management, Business Process..., Finance, Project Management, Credit, Salesforce.com, Banking, Strategic Planning, Sales, Leadership, Account Management, Business Analysis, Analysis, Management, Loans, Business Development, Access
Education
Miami University 2000 — 2004
Bachelor of Science, Management Information Systems
Bank of America November 2012 - Present
Bank of America January 2011 - November 2012
Bank of America November 2008 - January 2011
Bank of America October 2006 - November 2008
Motorsports of March 2006 - September 2006
ComDoc, Inc May 2004 - February 2005
Skills
Relationship Management, Process Improvement, Financial Services, Risk Management, Business Process..., Finance, Project Management, Credit, Salesforce.com, Banking, Strategic Planning, Sales, Leadership, Account Management, Business Analysis, Analysis, Management, Loans, Business Development, Access
Education
Miami University 2000 — 2004
Bachelor of Science, Management Information Systems
George Staryak's Bank of America Experience 1991 - 1997
Job Partner at Global SkyVizion LLC
Industry Photography
Experience
Partner at Global SkyVizion LLC PresidentStaryak & AssociatesJanuary 2002 - Present
Bank of America 1991 - 1997
Skills
UAV aerial photography..., Customer Service, Public Speaking, Marketing Strategy, Microsoft Office, Social Media, Event Planning, Marketing, Negotiation, Team Leadership, New Business Development
Education
Miami University 1962 — 1966
Business, Management, Marketing, and Related Support Services
Miami University
Bachelor of Arts (B.A.), Upsala College East Orange, Ne Jersey
Partner at Global SkyVizion LLC PresidentStaryak & AssociatesJanuary 2002 - Present
Bank of America 1991 - 1997
Skills
UAV aerial photography..., Customer Service, Public Speaking, Marketing Strategy, Microsoft Office, Social Media, Event Planning, Marketing, Negotiation, Team Leadership, New Business Development
Education
Miami University 1962 — 1966
Business, Management, Marketing, and Related Support Services
Miami University
Bachelor of Arts (B.A.), Upsala College East Orange, Ne Jersey
Kristen Senff's Bank of America Experience October 2009 - November 2010
Job Originations Manager at National Equity Fund
Industry Real Estate
Experience
National Equity Fund September 2011 - Present
National Equity Fund October 2010 - September 2011
Bank of America October 2009 - November 2010
Bank of America September 2006 - October 2009
CRA International July 2006 - August 2007
Education
Miami University 2001 — 2005
National Equity Fund September 2011 - Present
National Equity Fund October 2010 - September 2011
Bank of America October 2009 - November 2010
Bank of America September 2006 - October 2009
CRA International July 2006 - August 2007
Education
Miami University 2001 — 2005
Jeff Riesenberg's Bank of America Experience May 2012 - Present
Job VP; eCommerce Channel Consultant at Bank of America
Industry Financial Services
Experience
Bank of America May 2012 - Present
Bank of America 2011 - 2011
Bank of America 2011 - 2011
LendingTree, LLC September 1999 - 2011
LendingTree, LLC January 1999 - 2011
LendingTree 1999 - 2011
Tree.com 1999 - 2011
RealEstate.com 2000 - 2007
Combined Insurance Company of America May 1997 - September 1999
Education
Miami University 1993 — 1997
Miami University
BS in Business. Degree, Marketing; management information systems
Bank of America May 2012 - Present
Bank of America 2011 - 2011
Bank of America 2011 - 2011
LendingTree, LLC September 1999 - 2011
LendingTree, LLC January 1999 - 2011
LendingTree 1999 - 2011
Tree.com 1999 - 2011
RealEstate.com 2000 - 2007
Combined Insurance Company of America May 1997 - September 1999
Education
Miami University 1993 — 1997
Miami University
BS in Business. Degree, Marketing; management information systems
Cindy Nutini's Bank of America Experience June 2007 - December 2009
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch April 2005 - Present
Bank of America June 2007 - December 2009
UBS 2002 - 2005
Deloitte 1992 - 2002
Deloitte Consulting 1992 - 2001
Skills
Fixed Income, Capital Markets, Operational Risk..., Investment Banking, Derivatives, Equities, Management Consulting, Banking, PMO, Business Analysis, Asset Managment, Business Process..., Vendor Management, Business Process..., Risk Management, Management, Financial Services, Program Management, SDLC, Strategy, IT Strategy, Change Management, Project Management, Global Regulatory...
Education
Miami University 1983 — 1987
Bachelor of Applied Science (BASc), Management Information Systems and Services
Bank of America Merrill Lynch April 2005 - Present
Bank of America June 2007 - December 2009
UBS 2002 - 2005
Deloitte 1992 - 2002
Deloitte Consulting 1992 - 2001
Skills
Fixed Income, Capital Markets, Operational Risk..., Investment Banking, Derivatives, Equities, Management Consulting, Banking, PMO, Business Analysis, Asset Managment, Business Process..., Vendor Management, Business Process..., Risk Management, Management, Financial Services, Program Management, SDLC, Strategy, IT Strategy, Change Management, Project Management, Global Regulatory...
Education
Miami University 1983 — 1987
Bachelor of Applied Science (BASc), Management Information Systems and Services
Kathleen Fraher's Bank of America Experience 1999 - 2000
Job Executive Vice President, Enterprise Risk Manager at Silvergate Bank
Industry Banking
Experience
Silvergate Bank July 2006 - Present
Community National Bank 2005 - 2006
Imperial Capital Bank 2003 - 2005
USE Credit Union 2003 - 2004
Prudential Financial 2001 - 2003
Bank of America 1999 - 2000
Skills
Banking, Risk Management, Finance, Loans, Mortgage Lending, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Cash Management, Underwriting, Compliance
Education
Miami University
Mount Saint Mary's College California
BS, Business Administration
Silvergate Bank July 2006 - Present
Community National Bank 2005 - 2006
Imperial Capital Bank 2003 - 2005
USE Credit Union 2003 - 2004
Prudential Financial 2001 - 2003
Bank of America 1999 - 2000
Skills
Banking, Risk Management, Finance, Loans, Mortgage Lending, Credit, Portfolio Management, Commercial Banking, Credit Analysis, Commercial Lending, Retail Banking, Cash Management, Underwriting, Compliance
Education
Miami University
Mount Saint Mary's College California
BS, Business Administration
Jennifer Schuck's Bank of America Experience February 2011 - June 2012
Job Senior Production Analyst at CBRE Capital Markets
Industry Banking
Experience
CBRE Capital Markets June 2012 - Present
Bank of America February 2011 - June 2012
Bank of America October 2008 - February 2011
Bank of America October 2007 - October 2008
LaSalle Bank May 2006 - October 2007
Skills
Real Estate, Commercial Lending, Underwriting, Credit Analysis, Loans, Mortgage Lending, Credit, Real Estate Economics, Commercial Real Estate
Education
Miami University 2002 — 2006
Bachelor of Science, Finance
CBRE Capital Markets June 2012 - Present
Bank of America February 2011 - June 2012
Bank of America October 2008 - February 2011
Bank of America October 2007 - October 2008
LaSalle Bank May 2006 - October 2007
Skills
Real Estate, Commercial Lending, Underwriting, Credit Analysis, Loans, Mortgage Lending, Credit, Real Estate Economics, Commercial Real Estate
Education
Miami University 2002 — 2006
Bachelor of Science, Finance
Josh Nissen's Bank of America Experience August 2015 - Present
Job Portfolio Management Officer III / Vice President at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
JP Morgan Chase April 2011 - August 2015
Key Bank April 2008 - March 2011
National City Bank June 2005 - April 2008
KeyBank July 2003 - June 2005
Skills
Banking, Commercial Banking, Credit Analysis, Wealth Management, Financial Analysis, Small Business Lending, Commercial Lending, Credit, Loans, Consumer Lending
Education
Miami University 1999 — 2003
Bank of America August 2015 - Present
JP Morgan Chase April 2011 - August 2015
Key Bank April 2008 - March 2011
National City Bank June 2005 - April 2008
KeyBank July 2003 - June 2005
Skills
Banking, Commercial Banking, Credit Analysis, Wealth Management, Financial Analysis, Small Business Lending, Commercial Lending, Credit, Loans, Consumer Lending
Education
Miami University 1999 — 2003
Craig Van Etten's Bank of America Experience 2011 - 2012
Job Business Development Manager at Hyundai Capital America
Industry Financial Services
Experience
Hyundai Capital America October 2014 - Present
RBS Citizens May 2013 - October 2014
Bank of America 2011 - 2012
Alphera Financial Services, a division of BMW Group Financial Services 2008 - 2009
Ford Motor Credit Company 1994 - 2007
Primus Financial Services 1994 - 2007
Prodigy Communications 1992 - 1994
Skills
Credit, Account Management, Sales Management, Sales Process, Sales, Loans, Customer Service, Finance, Management, Customer Retention, Relationship Management, Selling, Business Development, Credit Analysis, Process Improvement, Leadership, Strategic Planning, Team Building, Risk Management, Pricing, Start-ups, CRM, Marketing, Business Strategy, Mergers & Acquisitions, Banking, Training, Sales Operations, Business Planning, Customer Satisfaction, Financial Services, Automotive, Call Centers, Analysis, Retail, Forecasting, Profit, Portfolio Management, New Business Development, Executive Management, Market Planning, Communication
Education
Miami University 1982 — 1987
Bachelor of Science, Marketing
Xavier University
Business/Managerial Economics
Hyundai Capital America October 2014 - Present
RBS Citizens May 2013 - October 2014
Bank of America 2011 - 2012
Alphera Financial Services, a division of BMW Group Financial Services 2008 - 2009
Ford Motor Credit Company 1994 - 2007
Primus Financial Services 1994 - 2007
Prodigy Communications 1992 - 1994
Skills
Credit, Account Management, Sales Management, Sales Process, Sales, Loans, Customer Service, Finance, Management, Customer Retention, Relationship Management, Selling, Business Development, Credit Analysis, Process Improvement, Leadership, Strategic Planning, Team Building, Risk Management, Pricing, Start-ups, CRM, Marketing, Business Strategy, Mergers & Acquisitions, Banking, Training, Sales Operations, Business Planning, Customer Satisfaction, Financial Services, Automotive, Call Centers, Analysis, Retail, Forecasting, Profit, Portfolio Management, New Business Development, Executive Management, Market Planning, Communication
Education
Miami University 1982 — 1987
Bachelor of Science, Marketing
Xavier University
Business/Managerial Economics
Cody Coppel's Bank of America Experience August 2015 - Present
Job
Industry Banking
Experience
Bank of America August 2015 - Present
Bank of America January 2014 - Present
Bank of America April 2010 - December 2013
BMW Financial Services May 2008 - April 2010
Citigroup May 2006 - May 2008
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Financial Analysis, Credit Risk, Underwriting, Financial Risk, Forecasting, Process Improvement, Financial Reporting, Business Analysis, Commercial Lending, Finance, Small Business Lending, Commercial Banking, Loan Origination, Consumer Lending, Relationship Management
Education
Miami University 2001 — 2005
Bachelors, Finance
Murray State University 2012 — 2013
Master of Business Administration (MBA)
Bank of America August 2015 - Present
Bank of America January 2014 - Present
Bank of America April 2010 - December 2013
BMW Financial Services May 2008 - April 2010
Citigroup May 2006 - May 2008
Skills
Credit, Credit Analysis, Loans, Portfolio Management, Financial Analysis, Credit Risk, Underwriting, Financial Risk, Forecasting, Process Improvement, Financial Reporting, Business Analysis, Commercial Lending, Finance, Small Business Lending, Commercial Banking, Loan Origination, Consumer Lending, Relationship Management
Education
Miami University 2001 — 2005
Bachelors, Finance
Murray State University 2012 — 2013
Master of Business Administration (MBA)
Kevin Mays's Bank of America Experience May 2011 - June 2012
Job Project Manager Underwriting Strategies at MetLife
Industry Banking
Experience
MetLife July 2014 - Present
Carlisle & Gallagher Consulting Group June 2012 - July 2014
Bank of America May 2011 - June 2012
Bank of America April 2008 - May 2011
American Tire Distributors November 2006 - January 2008
SunTrust June 2004 - November 2006
Skills
Financial Modeling, Financial Analysis, SAP EPM, SAP BI, SAP BW, Corporate Finance, Mergers, Credit, Underwriting, Capital Markets, Strategic Planning, Commercial Lending, Forecasting, Banking, Excel, Business Strategy, SDLC, Project Management, WordPress, iOS, Agile Methodologies
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
MBA, Finance, Management
Miami University 1997 — 2000
Bachelor of Science, Marketing
MetLife July 2014 - Present
Carlisle & Gallagher Consulting Group June 2012 - July 2014
Bank of America May 2011 - June 2012
Bank of America April 2008 - May 2011
American Tire Distributors November 2006 - January 2008
SunTrust June 2004 - November 2006
Skills
Financial Modeling, Financial Analysis, SAP EPM, SAP BI, SAP BW, Corporate Finance, Mergers, Credit, Underwriting, Capital Markets, Strategic Planning, Commercial Lending, Forecasting, Banking, Excel, Business Strategy, SDLC, Project Management, WordPress, iOS, Agile Methodologies
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
MBA, Finance, Management
Miami University 1997 — 2000
Bachelor of Science, Marketing
Doug Woodruff's Bank of America Experience 1985 - 2007
Job Building knowledge communities to accelerate innovation
Industry Real Estate
Experience
Wexford Science & Technology, LLC September 2015 - Present
The Partnership for Downtown St. Louis January 2014 - August 2015
DFC Group, Inc. 2007 - December 2013
Bank of America 1985 - 2007
Boatmens Bancshares 1985 - 1996
Skills
Real Estate, Loans, Investments, Commercial Lending, Banking, Real Estate Transactions, Financial Modeling, Real Estate Economics, Real Estate Development, Executive Management, Strategic Planning, Credit, Due Diligence, Financial Structuring, Investment Properties, Leadership, Mortgage Lending, Portfolio Management, Project Finance, Strategy
Education
Miami University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Wexford Science & Technology, LLC September 2015 - Present
The Partnership for Downtown St. Louis January 2014 - August 2015
DFC Group, Inc. 2007 - December 2013
Bank of America 1985 - 2007
Boatmens Bancshares 1985 - 1996
Skills
Real Estate, Loans, Investments, Commercial Lending, Banking, Real Estate Transactions, Financial Modeling, Real Estate Economics, Real Estate Development, Executive Management, Strategic Planning, Credit, Due Diligence, Financial Structuring, Investment Properties, Leadership, Mortgage Lending, Portfolio Management, Project Finance, Strategy
Education
Miami University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Finance, General
Cindy Bitner's Bank of America Experience September 2007 - May 2010
Job Financial services/banking relationship manager
Industry Banking
Experience
Bank of America September 2007 - May 2010
Comerica 2005 - 2006
Silicon Valley Bank 1999 - 2005
Union Bank of California 1997 - 1999
First Interstate Bank 1989 - 1991
Union Bank of California 1985 - 1989
Bank of Boston 1982 - 1984
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Cash Management, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
Miami University 1969 — 1973
BA, Political Science
Bank of America September 2007 - May 2010
Comerica 2005 - 2006
Silicon Valley Bank 1999 - 2005
Union Bank of California 1997 - 1999
First Interstate Bank 1989 - 1991
Union Bank of California 1985 - 1989
Bank of Boston 1982 - 1984
Skills
Credit, Commercial Lending, Commercial Banking, Loans, Asset Based Lending, Cash Management, Portfolio Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1981 — 1982
MBA, Finance
Miami University 1969 — 1973
BA, Political Science
Jackie Moneypenny's Bank of America Experience February 2015 - Present
Job SVP, Investor Relations at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
Bank of America May 2011 - Present
Bank of America March 2009 - May 2011
Bank of America July 2007 - March 2009
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Bank of America February 2015 - Present
Bank of America May 2011 - Present
Bank of America March 2009 - May 2011
Bank of America July 2007 - March 2009
Education
Miami University 2003 — 2007
Bachelor of Science, Finance
Jana Klinger's Bank of America Experience October 2004 - Present
Job Apps Prog at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2004 - Present
Education
Miami University 1998 — 2002
Bank of America October 2004 - Present
Education
Miami University 1998 — 2002
Jarrod Green's Bank of America Experience April 2011 - September 2012
Job Senior Risk Analyst at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
Bank of America April 2011 - September 2012
Bank of America Merrill Lynch January 2010 - March 2011
Bank of America Merrill Lynch November 2004 - December 2009
Merrill Lynch September 2003 - June 2004
Skills
VBA, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Access, SQL, Oracle, Account Reconciliation, FAS 133, MarkitSERV, SPSS
Education
2016 Level III Candidate in the CFA Program
University of North Carolina at Charlotte 2007 — 2010
MBA, Finance / Applied Investment Management
Ohio University 2001 — 2003
MA, Political Science
Miami University 1998 — 1999
BA, Political Science
Bank of America Merrill Lynch September 2014 - Present
Bank of America Merrill Lynch September 2012 - September 2014
Bank of America April 2011 - September 2012
Bank of America Merrill Lynch January 2010 - March 2011
Bank of America Merrill Lynch November 2004 - December 2009
Merrill Lynch September 2003 - June 2004
Skills
VBA, Financial Modeling, Bloomberg, Microsoft Excel, Microsoft Access, SQL, Oracle, Account Reconciliation, FAS 133, MarkitSERV, SPSS
Education
2016 Level III Candidate in the CFA Program
University of North Carolina at Charlotte 2007 — 2010
MBA, Finance / Applied Investment Management
Ohio University 2001 — 2003
MA, Political Science
Miami University 1998 — 1999
BA, Political Science
Jim Merrill's Bank of America Experience July 1981 - July 2014
Job Project Manager at Apex Systems
Industry Financial Services
Experience
Apex Systems October 2014 - Present
Bank of America July 1981 - July 2014
DC National Bank 1981 - 1995
Sovran Bank 1981 - 1995
Skills
Banking, Six Sigma, Risk Management, Financial Services, Mortgage Lending, Relationship Management, Credit, Vendor Management, Credit Cards, Financial Risk, Change Management, Portfolio Management, Process Improvement, Commercial Banking, Mortgage Banking, Business Process..., Analytics, Loans, Operational Risk..., Retail Banking, Commercial Lending, Payments
Education
Miami University 1976 — 1981
Apex Systems October 2014 - Present
Bank of America July 1981 - July 2014
DC National Bank 1981 - 1995
Sovran Bank 1981 - 1995
Skills
Banking, Six Sigma, Risk Management, Financial Services, Mortgage Lending, Relationship Management, Credit, Vendor Management, Credit Cards, Financial Risk, Change Management, Portfolio Management, Process Improvement, Commercial Banking, Mortgage Banking, Business Process..., Analytics, Loans, Operational Risk..., Retail Banking, Commercial Lending, Payments
Education
Miami University 1976 — 1981
Dave Markovitz's Bank of America Experience May 2013 - Present
Job VP Finance Manager Small Business Banking Finance at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America February 2011 - May 2013
Bank of America August 2009 - February 2011
Bank of America January 2008 - August 2009
Johnson & Johnson May 2006 - October 2007
Ethicon Endo-Surgery May 2005 - August 2005
Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Risk Assessment, Account Reconciliation, Expense Budgeting, Expense Management, Salesforce.com, General Ledger, Coaching, Excel, Innovation, Team Leadership, Mentoring, Strategic Planning, Problem Solving, Group Presentations, Partnering, Financial Accounting, SEC reporting, Reporting & Analysis, Performance Reporting, Budgets
Education
Miami University 2002 — 2006
Bachelors, Finance
Bank of America May 2013 - Present
Bank of America February 2011 - May 2013
Bank of America August 2009 - February 2011
Bank of America January 2008 - August 2009
Johnson & Johnson May 2006 - October 2007
Ethicon Endo-Surgery May 2005 - August 2005
Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Corporate Finance, Risk Assessment, Account Reconciliation, Expense Budgeting, Expense Management, Salesforce.com, General Ledger, Coaching, Excel, Innovation, Team Leadership, Mentoring, Strategic Planning, Problem Solving, Group Presentations, Partnering, Financial Accounting, SEC reporting, Reporting & Analysis, Performance Reporting, Budgets
Education
Miami University 2002 — 2006
Bachelors, Finance
Caroline (Boza) Laviolette's Bank of America Experience February 2008 - April 2008
Job Volunteer at Northwestern Memorial Hospital
Industry Investment Management
Experience
Shedd Aquarium October 2008 - Present
Bar Method February 2010 - August 2011
Northwestern Memorial Hospital January 2009 - 2010
Bank of America February 2008 - April 2008
Bank of America June 2005 - February 2008
Gelber Group March 2004 - June 2005
Strong Investments July 2003 - March 2004
Strong Capital Management January 2003 - July 2003
CFA Intership 2002 - 2002
Skills
Portfolio Management
Education
University of Wisconsin-Madison 1999 — 2002
Consumer Science - Personal Finance
Miami University 1998 — 1999
Pre-Business
Waubonsie Valley High School
Shedd Aquarium October 2008 - Present
Bar Method February 2010 - August 2011
Northwestern Memorial Hospital January 2009 - 2010
Bank of America February 2008 - April 2008
Bank of America June 2005 - February 2008
Gelber Group March 2004 - June 2005
Strong Investments July 2003 - March 2004
Strong Capital Management January 2003 - July 2003
CFA Intership 2002 - 2002
Skills
Portfolio Management
Education
University of Wisconsin-Madison 1999 — 2002
Consumer Science - Personal Finance
Miami University 1998 — 1999
Pre-Business
Waubonsie Valley High School
C Edward Carter's Bank of America Experience 1999 - 2003
Job TCG Financial Partners
Industry Financial Services
Experience
TCG Financial Partners 2005 - Present
Bank of America 1999 - 2003
Deutsche Bank April 1997 - 1999
Merrill Lynch 1981 - 1997
Education
Miami University 1976 — 1977
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Miami University 1971 — 1975
BS, Marketing/Marketing Management, General
TCG Financial Partners 2005 - Present
Bank of America 1999 - 2003
Deutsche Bank April 1997 - 1999
Merrill Lynch 1981 - 1997
Education
Miami University 1976 — 1977
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Miami University 1971 — 1975
BS, Marketing/Marketing Management, General
David Hardwick's Bank of America Experience 1996 - 2000
Job National Sales and Marketing Executive, United Lender Services
Industry Financial Services
Experience
United Lender Services, A Subsidiary of USAA Real Estate Company October 2013 - Present
PNC Financial Services Group September 2008 - October 2013
National City Mortgage January 2001 - September 2008
Bank of America 1996 - 2000
National City Mortgage 1986 - 1996
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Portfolio Management, Wealth Management, Small Business Lending, Investments, Commercial Banking, Risk Management, Loan Origination, Retirement Planning, Series 7, Mortgage Banking, Capital Markets, Mutual Funds, Financial Services, Finance, Financial Analysis, Refinance, Residential Mortgages, Securities
Education
Miami University 1981 — 1986
Bachelor of Science (BS), Economics and Finance
United Lender Services, A Subsidiary of USAA Real Estate Company October 2013 - Present
PNC Financial Services Group September 2008 - October 2013
National City Mortgage January 2001 - September 2008
Bank of America 1996 - 2000
National City Mortgage 1986 - 1996
Skills
Credit, Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Portfolio Management, Wealth Management, Small Business Lending, Investments, Commercial Banking, Risk Management, Loan Origination, Retirement Planning, Series 7, Mortgage Banking, Capital Markets, Mutual Funds, Financial Services, Finance, Financial Analysis, Refinance, Residential Mortgages, Securities
Education
Miami University 1981 — 1986
Bachelor of Science (BS), Economics and Finance
Jarett Isralow's Bank of America Experience November 2013 - Present
Job Business Lines & Loans Product Executive at Bank of America
Industry Financial Services
Experience
Bank of America November 2013 - Present
Bank of America November 2012 - Present
Bank of America January 2005 - November 2012
Bank of America 2003 - 2005
KPMG 1999 - 2003
Deloitte 1997 - 1999
Bank of America 1995 - 1997
Skills
Deposits, Business Strategy, Financial Analysis, Change Management, New Business Development, Small Business, Credit Cards, Marketing Strategy, Marketing Research, Strategic Planning, Business Development, Product Management, Business Process..., Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Marketing/Finance
Miami University 1991 — 1995
BS, Finance/MIS
Bank of America November 2013 - Present
Bank of America November 2012 - Present
Bank of America January 2005 - November 2012
Bank of America 2003 - 2005
KPMG 1999 - 2003
Deloitte 1997 - 1999
Bank of America 1995 - 1997
Skills
Deposits, Business Strategy, Financial Analysis, Change Management, New Business Development, Small Business, Credit Cards, Marketing Strategy, Marketing Research, Strategic Planning, Business Development, Product Management, Business Process..., Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Marketing/Finance
Miami University 1991 — 1995
BS, Finance/MIS
Lisa Back's Bank of America Experience November 1989 - June 2002
Job CFO at Velocity Credit Union
Industry Accounting
Experience
Velocity Credit Union December 2012 - Present
Velocity Credit Union November 2008 - December 2012
CitiCapital June 2002 - August 2008
Bank of America November 1989 - June 2002
Ernst & Young August 1985 - November 1989
Skills
Financial Reporting, Accounting, Banking, Internal Controls, Financial Analysis
Education
The University of Texas at Arlington - College of Business 1984 — 1985
BBA, Accounting
Miami University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Velocity Credit Union December 2012 - Present
Velocity Credit Union November 2008 - December 2012
CitiCapital June 2002 - August 2008
Bank of America November 1989 - June 2002
Ernst & Young August 1985 - November 1989
Skills
Financial Reporting, Accounting, Banking, Internal Controls, Financial Analysis
Education
The University of Texas at Arlington - College of Business 1984 — 1985
BBA, Accounting
Miami University 1981 — 1984
Bachelor of Business Administration (BBA), Accounting
Jeanine Rust Wilson's Bank of America Experience June 2013 - Present
Job SVP, Human Resources Executive at Bank of America
Industry Human Resources
Experience
Bank of America June 2013 - Present
Bank of America June 2012 - Present
Bank of America November 2010 - May 2012
Bank of America July 2005 - November 2009
Accenture July 1999 - April 2003
Skills
Organizational..., Leadership Development, Employee Relations, Organizational Design, Human Capital, Talent Management, Organizational..., Performance Management, Talent Acquisition, Workshop Facilitation, Workforce Planning, Succession Planning, Employee Engagement, HR Consulting, HR Transformation, Onboarding, Organizational Learning, Change Management, Human Resources, Executive Coaching, Career Development
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA, Human & Organizational Performance, Strategy
Miami University 1995 — 1999
BS & BA, English, HR Mgt, Org Behavior Mgt
Bank of America June 2013 - Present
Bank of America June 2012 - Present
Bank of America November 2010 - May 2012
Bank of America July 2005 - November 2009
Accenture July 1999 - April 2003
Skills
Organizational..., Leadership Development, Employee Relations, Organizational Design, Human Capital, Talent Management, Organizational..., Performance Management, Talent Acquisition, Workshop Facilitation, Workforce Planning, Succession Planning, Employee Engagement, HR Consulting, HR Transformation, Onboarding, Organizational Learning, Change Management, Human Resources, Executive Coaching, Career Development
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA, Human & Organizational Performance, Strategy
Miami University 1995 — 1999
BS & BA, English, HR Mgt, Org Behavior Mgt
Jamie Diviney's Bank of America Experience May 1999 - Present
Job AVP at Bank of America
Industry Banking
Experience
Bank of America May 1999 - Present
MBNA May 1999 - December 2006
Education
Miami University 1995 — 1999
B.S., Sports Organization
Bank of America May 1999 - Present
MBNA May 1999 - December 2006
Education
Miami University 1995 — 1999
B.S., Sports Organization
Cheri. Hoffmann Derrick's Bank of America Experience 2000 - 2006
Job SVP,Marketing Research at Bank of America
Industry Market Research
Experience
Bank of America Merrill Lynch January 2012 - Present
Springer School and Center 2008 - 2012
Bank of America 2000 - 2006
Education
Miami University 1977 — 1981
Bachelor of Arts, Organizational Communications
Bank of America Merrill Lynch January 2012 - Present
Springer School and Center 2008 - 2012
Bank of America 2000 - 2006
Education
Miami University 1977 — 1981
Bachelor of Arts, Organizational Communications
Kary Myles's Bank of America Experience January 2005 - Present
Job Account Executive
Industry Banking
Experience
Bank of America January 2005 - Present
MBNA America Bank 1994 - Present
MBNA America September 1994 - January 2006
Education
Miami University 1990 — 1994
BS, Mass Communications
Bank of America January 2005 - Present
MBNA America Bank 1994 - Present
MBNA America September 1994 - January 2006
Education
Miami University 1990 — 1994
BS, Mass Communications
Colleen Dolohanty's Bank of America Experience January 2001 - January 2002
Job Programmer Analyst at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group May 2002 - Present
Bank of America January 2001 - January 2002
Bloomingdales January 1998 - December 2000
Connecticut National Bank September 1987 - June 1996
Education
Miami University 1983 — 1987
BS, Information Systems
UnitedHealth Group May 2002 - Present
Bank of America January 2001 - January 2002
Bloomingdales January 1998 - December 2000
Connecticut National Bank September 1987 - June 1996
Education
Miami University 1983 — 1987
BS, Information Systems
Jim Skibbens's Bank of America Experience April 2010 - January 2011
Job Site Director, The First Tee of Charlotte
Industry Nonprofit Organization Management
Experience
The First Tee of Charlotte November 2013 - Present
JSR Consulting LLC December 2011 - January 2014
Bank of America April 2010 - January 2011
Deloitte May 1998 - March 2010
Price Waterhouse Coopers January 1993 - May 1998
Meritor Savings Bank 1987 - January 1993
First Republic Bank 1984 - 1987
Kmart Corporation 1979 - 1984
Skills
Risk, Risk Management, Audit, Executive Management, Auditing, Internal Audit, Banking, Deposits, Internal Controls, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Finance, Risk Assessment, Operational Risk, Strategy
Education
Miami University
B.S.in Business, Business Administration
The First Tee of Charlotte November 2013 - Present
JSR Consulting LLC December 2011 - January 2014
Bank of America April 2010 - January 2011
Deloitte May 1998 - March 2010
Price Waterhouse Coopers January 1993 - May 1998
Meritor Savings Bank 1987 - January 1993
First Republic Bank 1984 - 1987
Kmart Corporation 1979 - 1984
Skills
Risk, Risk Management, Audit, Executive Management, Auditing, Internal Audit, Banking, Deposits, Internal Controls, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., IT Audit, Finance, Risk Assessment, Operational Risk, Strategy
Education
Miami University
B.S.in Business, Business Administration
Lisa Foradori's Bank of America Experience November 2005 - June 2006
Job Managing Director Head of Consumer Direct at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase March 2010 - November 2014
JPMorgan Chase June 2006 - March 2010
Bank of America November 2005 - June 2006
Bank of America October 2003 - November 2005
Bank of America June 2000 - October 2003
Bank of America March 1997 - June 2000
Bank One October 1992 - March 1997
Skills
Credit Cards, Financial Services, Marketing, Banking, Portfolio Management, Credit, Segmentation, CRM, Direct Marketing, Management, Marketing Strategy, Strategic Planning
Education
Miami University 1987 — 1991
Bachelor of Science (BS), Business - Marketing and Decision Science
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase March 2010 - November 2014
JPMorgan Chase June 2006 - March 2010
Bank of America November 2005 - June 2006
Bank of America October 2003 - November 2005
Bank of America June 2000 - October 2003
Bank of America March 1997 - June 2000
Bank One October 1992 - March 1997
Skills
Credit Cards, Financial Services, Marketing, Banking, Portfolio Management, Credit, Segmentation, CRM, Direct Marketing, Management, Marketing Strategy, Strategic Planning
Education
Miami University 1987 — 1991
Bachelor of Science (BS), Business - Marketing and Decision Science
Gohreen Ahmed's Bank of America Experience August 1993 - April 2002
Job Application Programmer Specialist at UNIVERSITY OF GEORGIA – Athens, Georgia
Industry Information Technology and Services
Experience
UNIVERSITY OF GEORGIA – Athens, Georgia June 2009 - Present
Bank of America August 1993 - April 2002
Sears, Roebuck and Co. September 1991 - August 1993
IBM November 1990 - July 1991
Skills
Databases, Microsoft Excel, DB2, COBOL, Testing, Project Planning, Microsoft Office, PowerPoint, SQL, Visio, Research, Data Warehousing, Microsoft Word, Systems Analysis
Education
Miami University 1984 — 1988
BS, Systems Analysis
Little Folks
Little Folks
Little Folks
UNIVERSITY OF GEORGIA – Athens, Georgia June 2009 - Present
Bank of America August 1993 - April 2002
Sears, Roebuck and Co. September 1991 - August 1993
IBM November 1990 - July 1991
Skills
Databases, Microsoft Excel, DB2, COBOL, Testing, Project Planning, Microsoft Office, PowerPoint, SQL, Visio, Research, Data Warehousing, Microsoft Word, Systems Analysis
Education
Miami University 1984 — 1988
BS, Systems Analysis
Little Folks
Little Folks
Little Folks
Julie K. Baker's Bank of America Experience August 1990 - Present
Job Regional Credit Director
Industry Financial Services
Experience
Merrill Lynch Wealth Management Banking / Bank of America April 2009 - Present
Bank of America August 1990 - Present
Education
Miami University 1986 — 1990
BS in Business, Finance / Marketing / Organizational Behavior
Merrill Lynch Wealth Management Banking / Bank of America April 2009 - Present
Bank of America August 1990 - Present
Education
Miami University 1986 — 1990
BS in Business, Finance / Marketing / Organizational Behavior
Carrie Cazolas, CFA, CPA's Bank of America Experience 1994 - 1996
Job Chief Credit Officer at Allstate Investments
Industry Investment Management
Experience
Allstate Investments 2011 - Present
Allstate 2009 - 2011
Allstate 2006 - 2009
Allstate 1996 - 2006
Bank of America 1994 - 1996
American Savings Bank 1992 - 1994
Arthur Andersen 1989 - 1992
Education
Miami University 1985 — 1989
B.S. Business, Accounting
University of Illinois at Chicago
MBA
Allstate Investments 2011 - Present
Allstate 2009 - 2011
Allstate 2006 - 2009
Allstate 1996 - 2006
Bank of America 1994 - 1996
American Savings Bank 1992 - 1994
Arthur Andersen 1989 - 1992
Education
Miami University 1985 — 1989
B.S. Business, Accounting
University of Illinois at Chicago
MBA
Jeffrey Rehfuss's Bank of America Experience September 1994 - September 2000
Job Manager, Business Management Services, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
Vanguard September 2000 - August 2005
Bank of America September 1994 - September 2000
Skills
Human Resources, Risk Management, Change Management, Business Analysis, Process Improvement, Technical Recruiting, Portfolio Management, Management, SDLC, Talent Acquisition, Employee Relations, Financial Services, Performance Management, Vendor Management, Program Management, Internet Recruiting, Talent Management, ITIL, PMP, Applicant Tracking..., Onboarding, Resource Allocation, Resource Management, Recruiting, College Recruiting, Benefits Negotiation, Temporary Placement, CRM, Outsourcing, Information Technology, Screening Resumes, Contract Recruitment
Education
Miami University 1985 — 1989
Bachelor of Arts, Political Science / English
TIAA-CREF August 2005 - Present
Vanguard September 2000 - August 2005
Bank of America September 1994 - September 2000
Skills
Human Resources, Risk Management, Change Management, Business Analysis, Process Improvement, Technical Recruiting, Portfolio Management, Management, SDLC, Talent Acquisition, Employee Relations, Financial Services, Performance Management, Vendor Management, Program Management, Internet Recruiting, Talent Management, ITIL, PMP, Applicant Tracking..., Onboarding, Resource Allocation, Resource Management, Recruiting, College Recruiting, Benefits Negotiation, Temporary Placement, CRM, Outsourcing, Information Technology, Screening Resumes, Contract Recruitment
Education
Miami University 1985 — 1989
Bachelor of Arts, Political Science / English
Joe Carmola's Bank of America Experience January 2005 - April 2006
Job Derivatives Sales and Trading Rates at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo August 2010 - Present
Wells Fargo Securities/ Wachovia Corporation February 2008 - September 2010
Wachovia Bank September 2006 - February 2008
Wachovia Corporation September 2005 - September 2006
Bank of America January 2005 - April 2006
Education
Wake Forest University (Babcock School of Management) 2009 — 2011
Masters, Business Administration
Miami University 2000 — 2004
Bachelor, Finance
Wells Fargo August 2010 - Present
Wells Fargo Securities/ Wachovia Corporation February 2008 - September 2010
Wachovia Bank September 2006 - February 2008
Wachovia Corporation September 2005 - September 2006
Bank of America January 2005 - April 2006
Education
Wake Forest University (Babcock School of Management) 2009 — 2011
Masters, Business Administration
Miami University 2000 — 2004
Bachelor, Finance
Josh Goldblatt's Bank of America Experience January 2012 - Present
Job Vice President, Senior Client Manager at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
Wells Fargo March 2008 - December 2011
Ernst & Young March 2006 - March 2008
KeyBank August 2002 - February 2006
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Miami (OH) University
Bachelor's of Science, Finance
Miami University
Bachelor of Science (B.S.), Finance, General
Bank of America January 2012 - Present
Wells Fargo March 2008 - December 2011
Ernst & Young March 2006 - March 2008
KeyBank August 2002 - February 2006
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Miami (OH) University
Bachelor's of Science, Finance
Miami University
Bachelor of Science (B.S.), Finance, General
Joseph T. Koch's Bank of America Experience June 1979 - April 1996
Job President and Chief Operating Officer
Industry Consumer Goods
Experience
David C. Cook June 2012 - Present
Oxford Mountain LLC February 2012 - Present
Overseas Council January 2012 - Present
Little Rapids January 2010 - Present
Fellowes, Inc June 1996 - June 2012
Bank of America June 1979 - April 1996
Skills
Consumer Products, Cross-functional Team..., Strategic Planning, Financial Analysis, Competitive Analysis, Global Sourcing, Forecasting, Multi-channel Marketing, Process Improvement, Continuous Improvement, Leadership, Team Building, P&L Management, Product Management
Education
Northwestern University 1978 — 1979
MM, marketing & finance
Miami University 1973 — 1977
BS, economics, Magna Cum Laude
David C. Cook June 2012 - Present
Oxford Mountain LLC February 2012 - Present
Overseas Council January 2012 - Present
Little Rapids January 2010 - Present
Fellowes, Inc June 1996 - June 2012
Bank of America June 1979 - April 1996
Skills
Consumer Products, Cross-functional Team..., Strategic Planning, Financial Analysis, Competitive Analysis, Global Sourcing, Forecasting, Multi-channel Marketing, Process Improvement, Continuous Improvement, Leadership, Team Building, P&L Management, Product Management
Education
Northwestern University 1978 — 1979
MM, marketing & finance
Miami University 1973 — 1977
BS, economics, Magna Cum Laude
David Belcik's Bank of America Experience February 2013 - Present
Job Application Manager at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America January 2010 - February 2013
IBM March 2009 - December 2009
Bank of America April 1997 - February 2009
Key Services Corporation 1990 - 1997
Skills
Teradata, DB2, SQL, Data Warehousing, Business Analysis, Requirements Analysis, SDLC, ETL, Marketing, Informatica, Software Project..., Data Modeling, capacity planning, High Level Design, Low Level Design, Microsoft Office, Analytics, Enterprise Architecture, SSIS, Visio, Capacity Planning
Education
Miami University 1977 — 1981
BS, Systems Analysis
Clay High School 1974 — 1977
High School, College Prep
Bank of America February 2013 - Present
Bank of America January 2010 - February 2013
IBM March 2009 - December 2009
Bank of America April 1997 - February 2009
Key Services Corporation 1990 - 1997
Skills
Teradata, DB2, SQL, Data Warehousing, Business Analysis, Requirements Analysis, SDLC, ETL, Marketing, Informatica, Software Project..., Data Modeling, capacity planning, High Level Design, Low Level Design, Microsoft Office, Analytics, Enterprise Architecture, SSIS, Visio, Capacity Planning
Education
Miami University 1977 — 1981
BS, Systems Analysis
Clay High School 1974 — 1977
High School, College Prep
Joseph Mahoney's Bank of America Experience January 1999 - March 2004
Job Senior Vice President, U.S.Trust
Industry Financial Services
Experience
U.S. Trust March 2013 - Present
Merrill Lynch March 2004 - March 2013
Bank of America January 1999 - March 2004
Barnett Bank December 1986 - January 1999
KeyBank January 1976 - October 1986
Skills
Investments, Private Banking, Commercial Banking, Strategic Financial..., Commercial Lending, Credit Analysis, Mergers & Acquisitions, Loans, Credit, Investment Banking, Retirement Planning, Wealth Management, Asset Management, Series 63, Portfolio Management, Capital Markets, Treasury Management, Fixed Income, Series 7, Banking, Small Business Lending, Real Estate, Investment Advisory, Equities, Securities, Financial Structuring, Wealth Management..., Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Investment Management, Derivatives, Valuation, High Net Worth..., Private Equity, Hedge Funds, Mortgage Lending, Investment Strategies, Financial Advisory, FINRA, Series 24, Structured Finance, Uniform Combined State..., Asset Based Lending, ETFs, Financial Risk, Commercial Mortgages, Loan Origination, Relationship Management
Education
Miami University 1975 — 1976
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 1970 — 1974
Bachelor of Business Administration (BBA), Finance, General
U.S. Trust March 2013 - Present
Merrill Lynch March 2004 - March 2013
Bank of America January 1999 - March 2004
Barnett Bank December 1986 - January 1999
KeyBank January 1976 - October 1986
Skills
Investments, Private Banking, Commercial Banking, Strategic Financial..., Commercial Lending, Credit Analysis, Mergers & Acquisitions, Loans, Credit, Investment Banking, Retirement Planning, Wealth Management, Asset Management, Series 63, Portfolio Management, Capital Markets, Treasury Management, Fixed Income, Series 7, Banking, Small Business Lending, Real Estate, Investment Advisory, Equities, Securities, Financial Structuring, Wealth Management..., Asset Allocation, Alternative Investments, Financial Services, Mutual Funds, Investment Management, Derivatives, Valuation, High Net Worth..., Private Equity, Hedge Funds, Mortgage Lending, Investment Strategies, Financial Advisory, FINRA, Series 24, Structured Finance, Uniform Combined State..., Asset Based Lending, ETFs, Financial Risk, Commercial Mortgages, Loan Origination, Relationship Management
Education
Miami University 1975 — 1976
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 1970 — 1974
Bachelor of Business Administration (BBA), Finance, General
Jeff Assenmacher's Bank of America Experience March 2008 - Present
Job Senior Vice President at Bank of America
Industry Real Estate
Experience
Bank of America March 2008 - Present
Skills
Loans, Credit, Banking, Commercial Lending, Loan Origination, Portfolio Management, Credit Analysis, Commercial Banking, Underwriting, Risk Management, Investments
Education
Miami University 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1990 — 1994
Bachelor of Science (B.S.), Neuroscience
Bank of America March 2008 - Present
Skills
Loans, Credit, Banking, Commercial Lending, Loan Origination, Portfolio Management, Credit Analysis, Commercial Banking, Underwriting, Risk Management, Investments
Education
Miami University 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Michigan 1990 — 1994
Bachelor of Science (B.S.), Neuroscience
Kellie Johnston's Bank of America Experience October 2010 - Present
Job Business Control at Bank of America
Industry Banking
Experience
Bank of America October 2010 - Present
Bank of America April 2008 - October 2010
Bank of America June 2003 - April 2008
Education
Universidad de Alcalá 2000 — 2000
Spanish Language and Literature
Miami University
Bachelor of Science (BS), Organizational Leadership
Bank of America October 2010 - Present
Bank of America April 2008 - October 2010
Bank of America June 2003 - April 2008
Education
Universidad de Alcalá 2000 — 2000
Spanish Language and Literature
Miami University
Bachelor of Science (BS), Organizational Leadership
Kelly Marks's Bank of America Experience June 1990 - June 1995
Job Accountant at Kirsch CPA Group, LLC
Industry Accounting
Experience
Kirsch CPA Group, LLC November 2007 - Present
Beaton Insurance Agency August 1995 - February 1997
Bank of America June 1990 - June 1995
Deloitte September 1989 - June 1990
EY August 1987 - August 1989
Education
Miami University 1983 — 1987
Bachelor's degree, Accounting
Kirsch CPA Group, LLC November 2007 - Present
Beaton Insurance Agency August 1995 - February 1997
Bank of America June 1990 - June 1995
Deloitte September 1989 - June 1990
EY August 1987 - August 1989
Education
Miami University 1983 — 1987
Bachelor's degree, Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS