Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Cathy (Catherine) Tobben, MBA, CTP Cathy (Catherine) Tobben, MBA, CTP's Bank of America Experience April 1998 - March 2002
Job Vice President and Senior Relationship ManagerCorporate Banking Insurance Industry Team at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Misericordia Women's Board June 2011 - Present
HAVE Dreams October 2011 - October 2013
Merrill Lynch March 2011 - December 2012
J.P. Morgan's Private Wealth Management May 2007 - May 2009
Harris Bank N.A. July 2006 - April 2007
Merrill Lynch June 2002 - April 2006
Bank of America April 1998 - March 2002
Northern Trust 1987 - 1998
Continental Bank 1985 - 1987
Skills
Finance, Treasury Management, Public Speaking, Credit, Wealth Management, Series 7, Banking, Investments, Relationship Management, Loans, Portfolio Management, Financial Analysis, Insurance, Credit Analysis, Mortgage Lending, Training, CRM, Cash Management, Commercial Lending, Leadership, Commercial Banking, Management, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Private Banking, Small Business, Retirement, Medical Case Management, Autism Spectrum..., Special Education, Patient Advocacy, Child Advocacy, Personal Style, cosmetics, Makeup Artistry, Women's Issues, Women Owned Business, Japanese culture, Organizational Behavior, Diversity & Inclusion, Life Transitions, Cross Cultural..., Cross-functional Team..., Thought Leadership, Product Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Master of Management, Finance, International Business, Organization Behavior
University of Missouri-Columbia 1979 — 1983
Bachelor of Science in Business Administration, Marketing
St. Francis Borgia 1975 — 1979
High School, High School Diploma
Northern Trust Corporation July 2014 - Present
Misericordia Women's Board June 2011 - Present
HAVE Dreams October 2011 - October 2013
Merrill Lynch March 2011 - December 2012
J.P. Morgan's Private Wealth Management May 2007 - May 2009
Harris Bank N.A. July 2006 - April 2007
Merrill Lynch June 2002 - April 2006
Bank of America April 1998 - March 2002
Northern Trust 1987 - 1998
Continental Bank 1985 - 1987
Skills
Finance, Treasury Management, Public Speaking, Credit, Wealth Management, Series 7, Banking, Investments, Relationship Management, Loans, Portfolio Management, Financial Analysis, Insurance, Credit Analysis, Mortgage Lending, Training, CRM, Cash Management, Commercial Lending, Leadership, Commercial Banking, Management, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Private Banking, Small Business, Retirement, Medical Case Management, Autism Spectrum..., Special Education, Patient Advocacy, Child Advocacy, Personal Style, cosmetics, Makeup Artistry, Women's Issues, Women Owned Business, Japanese culture, Organizational Behavior, Diversity & Inclusion, Life Transitions, Cross Cultural..., Cross-functional Team..., Thought Leadership, Product Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1991
Master of Management, Finance, International Business, Organization Behavior
University of Missouri-Columbia 1979 — 1983
Bachelor of Science in Business Administration, Marketing
St. Francis Borgia 1975 — 1979
High School, High School Diploma
Sam Schapmann's Bank of America Experience January 2010 - Present
Job Global Head of Architecture, Derivatives & FX Back Office Technology at Bank of America
Industry Investment Banking
Experience
Bank of America January 2010 - Present
Bank of America 2006 - 2009
Bank of America 1996 - 2006
Orrington Investments, LLP May 1993 - December 1995
Bellsouth Services 1988 - 1991
Skills
Trading Systems, Derivatives, Credit Derivatives, SDLC, Java, SOA, Interest Rate..., FX Options, Electronic Trading, Fixed Income, Capital Markets, JMS, Java Enterprise Edition, Agile Methodologies, Enterprise Architecture, Unix, Banking, Investment Banking, Objective-C, Agile Project Management, J2EE Application..., Test Driven Development, Python, OOAD, Mac OS, SOAP, FX, iOS, iOS Design, Sybase, Application Architecture, Scrum, Requirements Gathering, IT Operations
Education
Northwestern University 1986 — 1992
BS, Computer Science
Bank of America January 2010 - Present
Bank of America 2006 - 2009
Bank of America 1996 - 2006
Orrington Investments, LLP May 1993 - December 1995
Bellsouth Services 1988 - 1991
Skills
Trading Systems, Derivatives, Credit Derivatives, SDLC, Java, SOA, Interest Rate..., FX Options, Electronic Trading, Fixed Income, Capital Markets, JMS, Java Enterprise Edition, Agile Methodologies, Enterprise Architecture, Unix, Banking, Investment Banking, Objective-C, Agile Project Management, J2EE Application..., Test Driven Development, Python, OOAD, Mac OS, SOAP, FX, iOS, iOS Design, Sybase, Application Architecture, Scrum, Requirements Gathering, IT Operations
Education
Northwestern University 1986 — 1992
BS, Computer Science
Arnold Davis, CFA Arnold Davis, CFA's Bank of America Experience 1996 - 1997
Job Transaction Services Group at Xerox Business Services
Industry Management Consulting
Experience
Xerox 2015 - Present
Accenture 2011 - 2015
Accenture 2007 - 2011
Accenture 2003 - 2007
Accenture 2000 - 2003
Citigroup 1997 - 1999
Bank of America 1996 - 1997
State of Illinois 1992 - 1994
Political Campaign Aide 1990 - 1992
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Finance, Valuation, Corporate Development, Executive Management, Risk Management, Private Equity, Management, Mergers, Joint Ventures, Outsourcing, Financial Analysis, Financial Services, Capital Markets, Negotiation, Contract Negotiation, Pricing, Management Consulting, Cross-functional Team..., Business Analysis, Consulting, Banking, Strategic Consulting, Business Strategy, Business Valuation, Structuring, DCF, Credit Risk, Deal Structuring, Forecasting, Finance, Business Process..., Investments, Leadership, Strategic Planning, Program Management, Analysis, Due Diligence, Business Development
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance, Accounting, Marketing
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Political Science, History
Evanston Township High School 1982 — 1986
Second City Training Center
Xerox 2015 - Present
Accenture 2011 - 2015
Accenture 2007 - 2011
Accenture 2003 - 2007
Accenture 2000 - 2003
Citigroup 1997 - 1999
Bank of America 1996 - 1997
State of Illinois 1992 - 1994
Political Campaign Aide 1990 - 1992
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Finance, Valuation, Corporate Development, Executive Management, Risk Management, Private Equity, Management, Mergers, Joint Ventures, Outsourcing, Financial Analysis, Financial Services, Capital Markets, Negotiation, Contract Negotiation, Pricing, Management Consulting, Cross-functional Team..., Business Analysis, Consulting, Banking, Strategic Consulting, Business Strategy, Business Valuation, Structuring, DCF, Credit Risk, Deal Structuring, Forecasting, Finance, Business Process..., Investments, Leadership, Strategic Planning, Program Management, Analysis, Due Diligence, Business Development
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Finance, Accounting, Marketing
University of Illinois at Urbana-Champaign 1986 — 1990
BA, Political Science, History
Evanston Township High School 1982 — 1986
Second City Training Center
Alexander Weigel Alexander Weigel's Bank of America Experience January 2015 - Present
Job Global Markets Risk Manager at Bank of America
Industry Higher Education
Experience
Bank of America January 2015 - Present
Kellogg School of Management 2012 - 2014
MetLife June 2011 - September 2011
MetLife June 2010 - September 2010
Rebellion Research 2008 - 2008
Skills
Actuarial Science, Matlab, Python, Finance, Stata, Quantitative Finance, Financial Econometrics, Time Series Analysis, SAS, Computer Hardware..., Econometrics, Corporate Finance, ANSI C, Assistant Teaching, Downhill Skiing, Running, Machine Learning
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master's degree, Finance, General
The University of Chicago 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Bank of America January 2015 - Present
Kellogg School of Management 2012 - 2014
MetLife June 2011 - September 2011
MetLife June 2010 - September 2010
Rebellion Research 2008 - 2008
Skills
Actuarial Science, Matlab, Python, Finance, Stata, Quantitative Finance, Financial Econometrics, Time Series Analysis, SAS, Computer Hardware..., Econometrics, Corporate Finance, ANSI C, Assistant Teaching, Downhill Skiing, Running, Machine Learning
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master's degree, Finance, General
The University of Chicago 2008 — 2012
Bachelor of Science (B.S.), Mathematics
Kane Sweeney Kane Sweeney's Bank of America Experience 2003 - 2006
Job Head of Data Science at StubHub
Industry Research
Experience
StubHub January 2015 - Present
eBay Research Labs 2013 - 2015
Kellogg School of Management 2011 - 2013
Microsoft 2008 - 2008
Bank of America 2003 - 2006
Skills
Spark, Recommender Systems, A/B Testing, Economics, Econometrics, Data Analysis, Statistics, Financial Modeling, Research, Matlab, Statistical Modeling, SAS, Stata, R, Python, Hadoop, Fraud Detection, Experimental Design, Scala, SQL, MongoDB, Hive, Optimization, MapReduce, Solr
Education
Stanford University 2014 — 2015
Graduate Certificate, Computer Science, Mining Massive Data Sets
Northwestern University - Kellogg School of Management
Doctor of Philosophy (Ph.D.), Managerial Economics and Strategy
Washington University in St. Louis
Bachelor of Science (B.S.), Mathematics
StubHub January 2015 - Present
eBay Research Labs 2013 - 2015
Kellogg School of Management 2011 - 2013
Microsoft 2008 - 2008
Bank of America 2003 - 2006
Skills
Spark, Recommender Systems, A/B Testing, Economics, Econometrics, Data Analysis, Statistics, Financial Modeling, Research, Matlab, Statistical Modeling, SAS, Stata, R, Python, Hadoop, Fraud Detection, Experimental Design, Scala, SQL, MongoDB, Hive, Optimization, MapReduce, Solr
Education
Stanford University 2014 — 2015
Graduate Certificate, Computer Science, Mining Massive Data Sets
Northwestern University - Kellogg School of Management
Doctor of Philosophy (Ph.D.), Managerial Economics and Strategy
Washington University in St. Louis
Bachelor of Science (B.S.), Mathematics
Jan Stein Jan Stein's Bank of America Experience 1997 - 2003
Job ESL Instructor at Solex College
Industry Executive Office
Experience
The Woman's Club of Evanston April 2003 - Present
Solex College March 2015 - Present
Talbots November 2012 - March 2015
Fiserv June 2005 - January 2012
Truman College 2003 - 2005
JVS Chicago 2002 - 2005
Bank of America 1997 - 2003
Skills
Marketing Communications, Project Management, Product Marketing, Training, Newsletters, Product Management, Analysis, Editing, Sales Brochures, Leadership, Product Development, Competitive Analysis, Customer Service, Nonprofits, Social Media, Sales, Event Planning, Project Planning, Strategic Partnerships, Marketing Strategy, Research, Market Research, Vendor Management, Program Management, Public Speaking, Marketing Research and..., Proposal Writing, Team Building, Technical Writing, Web Content, Marketing..., Product Strategy, Teaching English, English grammar, Market Analysis, Brand Communication, Building Brand Awareness, Educational Materials, Non-Profit Events, Teaching Adults, Mentoring, Marketing Event Planning, Marketing Plan Creation, Project Coordination, Building Relationships, Vendor Contracts, Press Release..., Articles, Fundraising
Education
University of Illinois at Chicago
MA
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Smith College
B.A.
The Woman's Club of Evanston April 2003 - Present
Solex College March 2015 - Present
Talbots November 2012 - March 2015
Fiserv June 2005 - January 2012
Truman College 2003 - 2005
JVS Chicago 2002 - 2005
Bank of America 1997 - 2003
Skills
Marketing Communications, Project Management, Product Marketing, Training, Newsletters, Product Management, Analysis, Editing, Sales Brochures, Leadership, Product Development, Competitive Analysis, Customer Service, Nonprofits, Social Media, Sales, Event Planning, Project Planning, Strategic Partnerships, Marketing Strategy, Research, Market Research, Vendor Management, Program Management, Public Speaking, Marketing Research and..., Proposal Writing, Team Building, Technical Writing, Web Content, Marketing..., Product Strategy, Teaching English, English grammar, Market Analysis, Brand Communication, Building Brand Awareness, Educational Materials, Non-Profit Events, Teaching Adults, Mentoring, Marketing Event Planning, Marketing Plan Creation, Project Coordination, Building Relationships, Vendor Contracts, Press Release..., Articles, Fundraising
Education
University of Illinois at Chicago
MA
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
Smith College
B.A.
Susan Haynes Susan Haynes's Bank of America Experience 1978 - 1984
Job Writer at Susan Haynes
Industry Publishing
Experience
Susan Haynes September 2013 - Present
Keen Communications: Menasha Ridge Press & Wilderness Press July 2008 - September 2013
Coastal Living Magazine/Time Inc./ Southern Progress Division April 1998 - August 2007
APPELLATION-The Magazine of Wine Country Living June 1996 - December 1997
The Doctors Company 1990 - 1996
Raychem International 1988 - 1990
Charles Schwab & Co., Inc. 1984 - 1988
Bank of America 1978 - 1984
Realtors Today Magazine 1977 - 1978
Sunset Magazine 1976 - 1977
Skills
Line Editing, Publishing, Copy Editing, Writing, Publications, Magazines, Editorial, Internal Communications, Content Development, Copywriting, Manuscript Development, Web Content, Ebooks, Fact-checking, Non-fiction, Proofreading, Books, Adobe Acrobat, Online Publishing, Headline Writing, AP Style, Editing, Freelance Writing, Journalism, Text Editing, Academic Publishing, Newsletters, Content Management, Magazine Articles
Education
Northwestern University 1967 — 1970
B.S., Magazine Journalism
Radford High School
Susan Haynes September 2013 - Present
Keen Communications: Menasha Ridge Press & Wilderness Press July 2008 - September 2013
Coastal Living Magazine/Time Inc./ Southern Progress Division April 1998 - August 2007
APPELLATION-The Magazine of Wine Country Living June 1996 - December 1997
The Doctors Company 1990 - 1996
Raychem International 1988 - 1990
Charles Schwab & Co., Inc. 1984 - 1988
Bank of America 1978 - 1984
Realtors Today Magazine 1977 - 1978
Sunset Magazine 1976 - 1977
Skills
Line Editing, Publishing, Copy Editing, Writing, Publications, Magazines, Editorial, Internal Communications, Content Development, Copywriting, Manuscript Development, Web Content, Ebooks, Fact-checking, Non-fiction, Proofreading, Books, Adobe Acrobat, Online Publishing, Headline Writing, AP Style, Editing, Freelance Writing, Journalism, Text Editing, Academic Publishing, Newsletters, Content Management, Magazine Articles
Education
Northwestern University 1967 — 1970
B.S., Magazine Journalism
Radford High School
John D. Brader, II, CPA's Bank of America Experience 2001 - 2005
Job Director at Experis Finance US
Industry Management Consulting
Experience
Experis Finance 2013 - Present
brader greene, PLLC 2009 - 2013
Quantum Results, LLC 2009 - 2013
Spoinka, LLC 2008 - 2013
Nucor Corporation 2011 - 2012
South Charlotte Recreation Association 2009 - 2011
Infinity Real Estate Partners, LLC 2006 - 2008
Bankers Life and Casualty Company & Uvest Securities 2005 - 2006
Bank of America 2001 - 2005
Bank One 1993 - 2001
Skills
New Business Development, Strategic Planning, Management Consulting, Sales, Process Improvement, Business Strategy, Finance, Investments, Insurance, Real Estate, Start-ups, Due Diligence, Coaching, IT Management, Human Resources, Leadership Development, Six Sigma, CMM, DMAIC, Negotiation, Conflict Resolution, Auditing, Internal Audit, Oil & Gas Industry, AML, NACHA, FINRA, Team Building, Cross-functional Team..., International, Capital Advisory, Strategic Partnerships, Thought Leadership, Banking, Consulting, Mergers & Acquisitions, Management, CRM, Forecasting, Vendor Management, Budgets
Education
Northwestern University - Kellogg School of Management 1992 — 1994
International Finance
Bank One Corporation Executive Development Program 1997 — 1998
Leadership Development
University of Houston-Clear Lake 1986 — 1989
B.S., Accounting
Experis Finance 2013 - Present
brader greene, PLLC 2009 - 2013
Quantum Results, LLC 2009 - 2013
Spoinka, LLC 2008 - 2013
Nucor Corporation 2011 - 2012
South Charlotte Recreation Association 2009 - 2011
Infinity Real Estate Partners, LLC 2006 - 2008
Bankers Life and Casualty Company & Uvest Securities 2005 - 2006
Bank of America 2001 - 2005
Bank One 1993 - 2001
Skills
New Business Development, Strategic Planning, Management Consulting, Sales, Process Improvement, Business Strategy, Finance, Investments, Insurance, Real Estate, Start-ups, Due Diligence, Coaching, IT Management, Human Resources, Leadership Development, Six Sigma, CMM, DMAIC, Negotiation, Conflict Resolution, Auditing, Internal Audit, Oil & Gas Industry, AML, NACHA, FINRA, Team Building, Cross-functional Team..., International, Capital Advisory, Strategic Partnerships, Thought Leadership, Banking, Consulting, Mergers & Acquisitions, Management, CRM, Forecasting, Vendor Management, Budgets
Education
Northwestern University - Kellogg School of Management 1992 — 1994
International Finance
Bank One Corporation Executive Development Program 1997 — 1998
Leadership Development
University of Houston-Clear Lake 1986 — 1989
B.S., Accounting
Angela Marié Glass's Bank of America Experience October 1997 - December 2001
Job human experience designer
Industry Design
Experience
Baxley + Glass 1996 - Present
apple May 2012 - July 2013
lynda.com 2012 - 2012
Yahoo! April 2008 - September 2009
Microsoft July 2006 - April 2008
Microsoft April 2003 - July 2006
Travelocity.com April 2002 - December 2002
Bank of America October 1997 - December 2001
north carolina state employees' credit union 1996 - 1999
Skills
Information Architecture, Interaction Design, Experience Design, User Interface Design, Product Management, Product Design, Product Marketing, Social Media Marketing, Public Relations, Marketing Communications, Software Design, Web Design, Technology Design, iPhone Application..., Identity Management, Brand Development, User-centered Design, User Experience, User Interface, Information Design, Product Strategy, Usability Design, Wire Framing, Usability Testing, Personas, Human-computer..., Designing, Mobile Design, Usability Engineering, Accessibility, User Research, Mobile Devices, Wireframes, Usability, Visual Design, Creative Direction, HTML 5, User Scenarios, Mobile Applications, Web Development, CSS, HTML5, User Experience Design
Education
University of Washington 2006 — 2007
Bachelor's of Arts, Communication & Social Sciences
Northwestern University - Kellogg School of Management 2006 — 2008
Product Management, Marketing
Baxley + Glass 1996 - Present
apple May 2012 - July 2013
lynda.com 2012 - 2012
Yahoo! April 2008 - September 2009
Microsoft July 2006 - April 2008
Microsoft April 2003 - July 2006
Travelocity.com April 2002 - December 2002
Bank of America October 1997 - December 2001
north carolina state employees' credit union 1996 - 1999
Skills
Information Architecture, Interaction Design, Experience Design, User Interface Design, Product Management, Product Design, Product Marketing, Social Media Marketing, Public Relations, Marketing Communications, Software Design, Web Design, Technology Design, iPhone Application..., Identity Management, Brand Development, User-centered Design, User Experience, User Interface, Information Design, Product Strategy, Usability Design, Wire Framing, Usability Testing, Personas, Human-computer..., Designing, Mobile Design, Usability Engineering, Accessibility, User Research, Mobile Devices, Wireframes, Usability, Visual Design, Creative Direction, HTML 5, User Scenarios, Mobile Applications, Web Development, CSS, HTML5, User Experience Design
Education
University of Washington 2006 — 2007
Bachelor's of Arts, Communication & Social Sciences
Northwestern University - Kellogg School of Management 2006 — 2008
Product Management, Marketing
Mikenzie Sari's Bank of America Experience September 2008 - April 2009
Job Managing Director, Human Resources Business Partner, MUFG Americas (NYC and Charlotte, NC)
Industry Financial Services
Experience
MUFG Americas April 2013 - Present
Ally Financial Inc. April 2009 - April 2013
Bank of America September 2008 - April 2009
Bank of America June 2006 - September 2008
Bank of America June 2003 - June 2006
Bank of America - Personnel June 2002 - June 2003
Avery Dennison March 2001 - June 2002
AlliedSignal/Honeywell June 2000 - March 2001
AlliedSignal/Honeywell - Aerospace Electronic Systems July 1999 - June 2000
International Paper - Masonite Corporation subsidiary June 1997 - September 1998
Skills
Change Management, Six Sigma, Talent Management, Leadership, Human Resources, Strategic Planning, Training, Financial Risk, Coaching, Organizational Design, Deferred Compensation, Project Planning, Strategy, Business Strategy, Process Improvement, Banking, Project Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
Northwestern University 1995 — 1999
BSME, Mechanical Engineering
MUFG Americas April 2013 - Present
Ally Financial Inc. April 2009 - April 2013
Bank of America September 2008 - April 2009
Bank of America June 2006 - September 2008
Bank of America June 2003 - June 2006
Bank of America - Personnel June 2002 - June 2003
Avery Dennison March 2001 - June 2002
AlliedSignal/Honeywell June 2000 - March 2001
AlliedSignal/Honeywell - Aerospace Electronic Systems July 1999 - June 2000
International Paper - Masonite Corporation subsidiary June 1997 - September 1998
Skills
Change Management, Six Sigma, Talent Management, Leadership, Human Resources, Strategic Planning, Training, Financial Risk, Coaching, Organizational Design, Deferred Compensation, Project Planning, Strategy, Business Strategy, Process Improvement, Banking, Project Management, Vendor Management
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
Northwestern University 1995 — 1999
BSME, Mechanical Engineering
Barbara Rothrock Barbara Rothrock's Bank of America Experience November 2002 - June 2012
Job
Industry Financial Services
Experience
Bank of America November 2002 - June 2012
Bank of America September 1980 - June 2012
Bank of America October 2000 - November 2002
Bank of America September 1980 - October 2000
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Williams College 1971 — 1973
Bachelor of Arts (BA), English Language and Literature/Letters, Magna Cum Laude
Bank of America November 2002 - June 2012
Bank of America September 1980 - June 2012
Bank of America October 2000 - November 2002
Bank of America September 1980 - October 2000
Education
Northwestern University - Kellogg School of Management 1978 — 1980
Master of Business Administration (M.B.A.), Finance, General
Williams College 1971 — 1973
Bachelor of Arts (BA), English Language and Literature/Letters, Magna Cum Laude
Lynn First Lynn First's Bank of America Experience 1986 - 2006
Job IT Technical Writer
Industry Banking
Experience
Bank of America 1986 - 2006
Education
Northwestern University
journalism/ creative writing
Bank of America 1986 - 2006
Education
Northwestern University
journalism/ creative writing
Suzanne Baker Suzanne Baker's Bank of America Experience November 2012 - Present
Job SVP, Leadership Development Manager at Bank of America
Industry Banking
Experience
Bank of America November 2012 - Present
Bank of America December 2006 - October 2012
Accenture May 2001 - December 2006
OmniTech 1997 - 1999
OmniTech Consulting Group 1997 - 1999
Andersen Consulting September 1987 - February 1997
Skills
Knowledge Management, Change Management, Talent Management, Organizational Design, Performance Management, Learning Management, Leadership Development, Vendor Management, Succession Planning, Blended Learning, Organizational..., Organizational..., Program Management, Needs Analysis, Instructional Design
Education
Northwestern University 1991 — 1993
MS, Computer Science / Learning Sciences
The University of Georgia 1983 — 1987
BBA, MIS
Bank of America November 2012 - Present
Bank of America December 2006 - October 2012
Accenture May 2001 - December 2006
OmniTech 1997 - 1999
OmniTech Consulting Group 1997 - 1999
Andersen Consulting September 1987 - February 1997
Skills
Knowledge Management, Change Management, Talent Management, Organizational Design, Performance Management, Learning Management, Leadership Development, Vendor Management, Succession Planning, Blended Learning, Organizational..., Organizational..., Program Management, Needs Analysis, Instructional Design
Education
Northwestern University 1991 — 1993
MS, Computer Science / Learning Sciences
The University of Georgia 1983 — 1987
BBA, MIS
Rich Bojanowski Rich Bojanowski's Bank of America Experience June 1999 - January 2000
Job Manager at Schireson Associates
Industry Market Research
Experience
Schireson Associates November 2014 - Present
MarkITx October 2013 - November 2014
Twenty Mountain LLC June 2012 - July 2013
Cerrio April 2009 - February 2012
OptionsHouse, Inc. April 2005 - March 2009
PEAK6 Investments LP January 2000 - April 2005
Bank of America June 1999 - January 2000
Skills
Options, Equities, Trading, Derivatives, Trading Systems, Electronic Trading, Product Management, Start-ups, Business Strategy, Portfolio Management, Financial Markets, Risk Management, Series 7, Business Analysis, Investments
Education
Northwestern University - Kellogg School of Management 2004 — 2008
MBA, Finance, Entrepreneurship, Marketing
The University of Chicago 1995 — 1999
BA, Economics
Schireson Associates November 2014 - Present
MarkITx October 2013 - November 2014
Twenty Mountain LLC June 2012 - July 2013
Cerrio April 2009 - February 2012
OptionsHouse, Inc. April 2005 - March 2009
PEAK6 Investments LP January 2000 - April 2005
Bank of America June 1999 - January 2000
Skills
Options, Equities, Trading, Derivatives, Trading Systems, Electronic Trading, Product Management, Start-ups, Business Strategy, Portfolio Management, Financial Markets, Risk Management, Series 7, Business Analysis, Investments
Education
Northwestern University - Kellogg School of Management 2004 — 2008
MBA, Finance, Entrepreneurship, Marketing
The University of Chicago 1995 — 1999
BA, Economics
Jeffrey M. Pearsall Jeffrey M. Pearsall's Bank of America Experience April 1992 - December 1995
Job Managing Director at PFM
Industry Financial Services
Experience
Public Financial Management August 1999 - Present
Mellon Financial Markets, Inc. November 1996 - August 1999
Bank of America April 1992 - December 1995
Security Pacific Bank September 1987 - April 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Northwestern University 1979 — 1983
BA, Economics
Phillips Andover Academy 1976 — 1979
Public Financial Management August 1999 - Present
Mellon Financial Markets, Inc. November 1996 - August 1999
Bank of America April 1992 - December 1995
Security Pacific Bank September 1987 - April 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance
Northwestern University 1979 — 1983
BA, Economics
Phillips Andover Academy 1976 — 1979
Anne E. White Anne E. White's Bank of America Experience 1994 - 2001
Job Risk Policy Manager, JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2011 - Present
ACCION USA January 2011 - May 2011
JPMorgan Chase February 2010 - July 2010
JPMorgan Chase & Co. July 2001 - February 2009
Bank of America 1994 - 2001
Continental Bank 1981 - 1994
Education
Northwestern University - Kellogg School of Management
MBA
JPMorgan Chase & Co. June 2011 - Present
ACCION USA January 2011 - May 2011
JPMorgan Chase February 2010 - July 2010
JPMorgan Chase & Co. July 2001 - February 2009
Bank of America 1994 - 2001
Continental Bank 1981 - 1994
Education
Northwestern University - Kellogg School of Management
MBA
Christine Sohn Christine Sohn's Bank of America Experience June 2003 - August 2003
Job Director, Global Marketing at Coach
Industry Retail
Experience
Coach July 2014 - Present
Coach July 2011 - June 2014
Kimberly-Clark June 2010 - August 2010
Blue Ridge Foundation of New York February 2009 - May 2009
Oliver Wyman July 2005 - February 2009
First Manhattan Consulting Group June 2004 - August 2004
Bank of America June 2003 - August 2003
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
University of Pennsylvania
Coach July 2014 - Present
Coach July 2011 - June 2014
Kimberly-Clark June 2010 - August 2010
Blue Ridge Foundation of New York February 2009 - May 2009
Oliver Wyman July 2005 - February 2009
First Manhattan Consulting Group June 2004 - August 2004
Bank of America June 2003 - August 2003
Education
Northwestern University - Kellogg School of Management
MBA, Marketing
University of Pennsylvania
Michael Hoes Michael Hoes's Bank of America Experience May 2013 - Present
Job Assistant General Counsel for Executive Compensation at Bank of America
Industry Law Practice
Experience
Bank of America May 2013 - Present
McGuireWoods June 2007 - May 2013
Spencer Fane Britt and Browne 2005 - 2007
The Center for Individual Rights June 2000 - September 2001
Skills
ERISA, COBRA, Employee Benefits, Executive Pay, HIPAA, Legal Issues, Employment Law, Litigation, Legal Research, Corporate Law, Public Speaking, 409A, Commercial Litigation
Education
University of Chicago Law School 2002 — 2005
juris doctor
Northwestern University 1998 — 2002
BSJ, Journalism
Notre Dame Academy 1994 — 1998
Bank of America May 2013 - Present
McGuireWoods June 2007 - May 2013
Spencer Fane Britt and Browne 2005 - 2007
The Center for Individual Rights June 2000 - September 2001
Skills
ERISA, COBRA, Employee Benefits, Executive Pay, HIPAA, Legal Issues, Employment Law, Litigation, Legal Research, Corporate Law, Public Speaking, 409A, Commercial Litigation
Education
University of Chicago Law School 2002 — 2005
juris doctor
Northwestern University 1998 — 2002
BSJ, Journalism
Notre Dame Academy 1994 — 1998
Buddy Baker's Bank of America Experience 1993 - 1994
Job Experienced Global Trade Finance Banker, Letter of Credit Expert, Global Trade Risk Management Consultant & Trainer.
Industry Banking
Experience
Fifth Third Bank 2009 - Present
Global Trade Risk Management Strategies October 2008 - Present
Atradius Trade Credit Insurance, Inc. September 2005 - September 2008
ABN AMRO Bank October 1994 - August 2005
Bank of America 1993 - 1994
Wachovia Bank April 1992 - April 1993
First National Bank of Chicago 1983 - 1992
Union Planters Bank 1980 - 1983
First National Bank of Louisville June 1977 - June 1980
Skills
Risk Management, Financial Structuring, Sales, Product Development, Public Speaking, Workshops, Trade Finance, Credit Risk, Credit, Banking, Credit Analysis, Commercial Banking, Financial Risk, Structured Finance, Cash Management, Treasury Management, Loans, Portfolio Management, Financial Institutions, Asset Based Lending, Trading, Financial Services, Financial Analysis, Management, Operational Risk, International Trade, Retail Banking, Letters of Credit, Underwriting, Financial Modeling, Payments, Insurance, Derivatives, Relationship Management, Business Development, Finance, Commercial Lending, AML, Factoring
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MM, Management
Yale University 1973 — 1977
BA, Applied Mathematics (Operations Research)
Fifth Third Bank 2009 - Present
Global Trade Risk Management Strategies October 2008 - Present
Atradius Trade Credit Insurance, Inc. September 2005 - September 2008
ABN AMRO Bank October 1994 - August 2005
Bank of America 1993 - 1994
Wachovia Bank April 1992 - April 1993
First National Bank of Chicago 1983 - 1992
Union Planters Bank 1980 - 1983
First National Bank of Louisville June 1977 - June 1980
Skills
Risk Management, Financial Structuring, Sales, Product Development, Public Speaking, Workshops, Trade Finance, Credit Risk, Credit, Banking, Credit Analysis, Commercial Banking, Financial Risk, Structured Finance, Cash Management, Treasury Management, Loans, Portfolio Management, Financial Institutions, Asset Based Lending, Trading, Financial Services, Financial Analysis, Management, Operational Risk, International Trade, Retail Banking, Letters of Credit, Underwriting, Financial Modeling, Payments, Insurance, Derivatives, Relationship Management, Business Development, Finance, Commercial Lending, AML, Factoring
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MM, Management
Yale University 1973 — 1977
BA, Applied Mathematics (Operations Research)
Megan Schmitt King's Bank of America Experience March 2010 - November 2010
Job Executive Director, Raiders Foundation at Oakland Raiders
Industry Marketing and Advertising
Experience
Oakland Raiders August 2015 - Present
National 4-H Council September 2013 - August 2015
Boys & Girls Clubs of America January 2013 - September 2013
Susan G. Komen for the Cure November 2010 - January 2013
Bank of America March 2010 - November 2010
Bank of America July 2006 - March 2010
National Securities Research December 2003 - September 2004
USN, Naval Networks and Space Operations Command March 2002 - December 2003
USN, Beachmaster Unit TWO January 2000 - March 2002
USN, SWOS May 1999 - January 2000
Skills
Marketing Strategy, Digital Media, Digital Marketing, Analytics, Sponsorship, Sports, Integrated Marketing, Strategic Planning, Business Development, Marketing, Marketing Communications, Market Research, Project Management, Leadership, Public Relations, Strategy, Brand Development, Program Management, Business Strategy, Fundraising, Email Marketing
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, Strategy
University of Notre Dame 1995 — 1999
BBA, Marketing
Tabb High School 1991 — 1995
Oakland Raiders August 2015 - Present
National 4-H Council September 2013 - August 2015
Boys & Girls Clubs of America January 2013 - September 2013
Susan G. Komen for the Cure November 2010 - January 2013
Bank of America March 2010 - November 2010
Bank of America July 2006 - March 2010
National Securities Research December 2003 - September 2004
USN, Naval Networks and Space Operations Command March 2002 - December 2003
USN, Beachmaster Unit TWO January 2000 - March 2002
USN, SWOS May 1999 - January 2000
Skills
Marketing Strategy, Digital Media, Digital Marketing, Analytics, Sponsorship, Sports, Integrated Marketing, Strategic Planning, Business Development, Marketing, Marketing Communications, Market Research, Project Management, Leadership, Public Relations, Strategy, Brand Development, Program Management, Business Strategy, Fundraising, Email Marketing
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Marketing, Strategy
University of Notre Dame 1995 — 1999
BBA, Marketing
Tabb High School 1991 — 1995
Mona Shaikh Mona Shaikh's Bank of America Experience January 2013 - Present
Job Project Manager, Scrum Master
Industry
Experience
Bank of America January 2013 - Present
Bank of America January 2008 - January 2013
Bank of America November 2007 - January 2008
MF Global December 2002 - October 2007
TTG Corporate Travel 1995 - 2002
Gemini Travel 1988 - 1995
Barclays 1985 - 1987
Skills
Organizational..., PMO, Project Lifecycle, Project Planning, Vendor Management, Training, Six Sigma, Financial Management, Risk Management, Cross-functional Team..., Stakeholder Management, Microsoft Office, Scrum, Microsoft Excel, Global Experience, Leadership, Client Liaison, Business Transformation, Business Analysis, SDLC, Team Building, PowerPoint, Integration, IT Strategy, Agile Project Management, Budgets, IT Management, Auditing, Mergers & Acquisitions, ERP, Outsourcing
Education
Northwestern University 2014 — 2015
University of Bath
Bachelor's Degree, Finance
Bank of America January 2013 - Present
Bank of America January 2008 - January 2013
Bank of America November 2007 - January 2008
MF Global December 2002 - October 2007
TTG Corporate Travel 1995 - 2002
Gemini Travel 1988 - 1995
Barclays 1985 - 1987
Skills
Organizational..., PMO, Project Lifecycle, Project Planning, Vendor Management, Training, Six Sigma, Financial Management, Risk Management, Cross-functional Team..., Stakeholder Management, Microsoft Office, Scrum, Microsoft Excel, Global Experience, Leadership, Client Liaison, Business Transformation, Business Analysis, SDLC, Team Building, PowerPoint, Integration, IT Strategy, Agile Project Management, Budgets, IT Management, Auditing, Mergers & Acquisitions, ERP, Outsourcing
Education
Northwestern University 2014 — 2015
University of Bath
Bachelor's Degree, Finance
Bruce Bartholomew Bruce Bartholomew's Bank of America Experience October 2009 - November 2011
Job Senior Director, Branch Care and Construction at Capital One
Industry Commercial Real Estate
Experience
Capital One February 2012 - Present
Bank of America October 2009 - November 2011
Bank of America July 2004 - October 2009
Bank of America December 2003 - July 2004
Bank of America October 2001 - November 2003
Bank of America 1999 - 2001
Skills
Corporate Real Estate, Property Management, Asset Management, Construction Management, Real Estate Transactions, Program Development, Program Management, Change Management, Outsourcing, Procurement, Supplier Management, Team Leadership, Budget Development, Budget Management, Capital Budgeting, Lease Admin, Matrix Management, Real Estate Finance
Education
Northwestern University - Kellogg School of Management
MBA, Operations & General Management
University of Illinois
BS, General Engineering
Capital One February 2012 - Present
Bank of America October 2009 - November 2011
Bank of America July 2004 - October 2009
Bank of America December 2003 - July 2004
Bank of America October 2001 - November 2003
Bank of America 1999 - 2001
Skills
Corporate Real Estate, Property Management, Asset Management, Construction Management, Real Estate Transactions, Program Development, Program Management, Change Management, Outsourcing, Procurement, Supplier Management, Team Leadership, Budget Development, Budget Management, Capital Budgeting, Lease Admin, Matrix Management, Real Estate Finance
Education
Northwestern University - Kellogg School of Management
MBA, Operations & General Management
University of Illinois
BS, General Engineering
Kyle McDowell Kyle McDowell's Bank of America Experience August 1993 - January 1998
Job Vice President, Operations and Transformation UnitedHealth Group
Industry Hospital & Health Care
Experience
Optum at United Health Group (UNH) September 2011 - Present
Universal American January 2009 - August 2011
WellCare February 2004 - January 2009
Sitel August 1999 - January 2004
Bank of America August 1993 - January 1998
Skills
Strategic Planning, Call Centers, Healthcare, Acquisition Integration, Operations Management, Process Improvement, Vendor Management, IT Strategy, Leadership, Program Management, Cross-functional Team..., Customer Service, Six Sigma, Customer Experience, Call Center, Business Process..., Team Building, Team Leadership, Business Analysis, Analytics, Managed Care, Enterprise Software, Business Intelligence, Strategy, Leadership Development, Change Management, Performance Management, Medicare
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of South Florida
BA, Mass Communications
Optum at United Health Group (UNH) September 2011 - Present
Universal American January 2009 - August 2011
WellCare February 2004 - January 2009
Sitel August 1999 - January 2004
Bank of America August 1993 - January 1998
Skills
Strategic Planning, Call Centers, Healthcare, Acquisition Integration, Operations Management, Process Improvement, Vendor Management, IT Strategy, Leadership, Program Management, Cross-functional Team..., Customer Service, Six Sigma, Customer Experience, Call Center, Business Process..., Team Building, Team Leadership, Business Analysis, Analytics, Managed Care, Enterprise Software, Business Intelligence, Strategy, Leadership Development, Change Management, Performance Management, Medicare
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of South Florida
BA, Mass Communications
Mark Kapicak Mark Kapicak's Bank of America Experience May 2007 - May 2010
Job Program Manager at IBM
Industry Real Estate
Experience
IBM September 2014 - Present
Jones Lang LaSalle Americas September 2011 - September 2014
DeVry Inc. May 2010 - September 2011
Bank of America May 2007 - May 2010
Park National Bank, now a part of U.S. Bank 2006 - 2007
Harris Bank 1992 - 2006
Skills
Strategic Planning, Portfolio Management, Program Management, Financial Analysis, Mergers and Acquisition, Project Management, Real Estate, Corporate Real Estate, Negotiation, Budgets, Contract Management, Valuation, Occupancy Planning, Real Estate Economics, Mergers & Acquisitions, Risk Management, Due Diligence, Commercial Real Estate, Real Estate Transactions, Architecture, Leadership, Project Planning, Management, Banking, Contract Negotiation, Asset Management, Investments, CRM, Real Estate Development, Property Management, Disposition, Leases, Facilities Management, Location Intelligence, Acquisitions, Brokerage, Finance, Financial Modeling, Feasibility Studies, Market Analysis, Investment Properties, Business Development
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Master of Management, Real Estate, Marketing
University of Illinois-Chicago 1978 — 1984
BArch, Architecture
IBM September 2014 - Present
Jones Lang LaSalle Americas September 2011 - September 2014
DeVry Inc. May 2010 - September 2011
Bank of America May 2007 - May 2010
Park National Bank, now a part of U.S. Bank 2006 - 2007
Harris Bank 1992 - 2006
Skills
Strategic Planning, Portfolio Management, Program Management, Financial Analysis, Mergers and Acquisition, Project Management, Real Estate, Corporate Real Estate, Negotiation, Budgets, Contract Management, Valuation, Occupancy Planning, Real Estate Economics, Mergers & Acquisitions, Risk Management, Due Diligence, Commercial Real Estate, Real Estate Transactions, Architecture, Leadership, Project Planning, Management, Banking, Contract Negotiation, Asset Management, Investments, CRM, Real Estate Development, Property Management, Disposition, Leases, Facilities Management, Location Intelligence, Acquisitions, Brokerage, Finance, Financial Modeling, Feasibility Studies, Market Analysis, Investment Properties, Business Development
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Master of Management, Real Estate, Marketing
University of Illinois-Chicago 1978 — 1984
BArch, Architecture
William Sheehan William Sheehan's Bank of America Experience December 1992 - November 2009
Job Board Director at Multiple Sclerosis Foundation
Industry Nonprofit Organization Management
Experience
Multiple Sclerosis Foundation November 2005 - Present
Bank of America December 1992 - November 2009
Skills
Non-profits, Investments, Negotiation, Treasury Management, Nonprofits, Team Building, Banking, Sales, Strategic Financial..., Fundraising, Business Development, Management, Strategic Planning, Marketing, Coaching, Leadership, Community Outreach, Event Planning, Financial Planning, Public Relations
Education
Northwestern University 2008 — 2010
Certified Financial Planning
University of Miami - School of Business 1973 — 1974
MBA, Business Administration and Management, General
University of Notre Dame 1966 — 1970
BBA, Finance
Multiple Sclerosis Foundation November 2005 - Present
Bank of America December 1992 - November 2009
Skills
Non-profits, Investments, Negotiation, Treasury Management, Nonprofits, Team Building, Banking, Sales, Strategic Financial..., Fundraising, Business Development, Management, Strategic Planning, Marketing, Coaching, Leadership, Community Outreach, Event Planning, Financial Planning, Public Relations
Education
Northwestern University 2008 — 2010
Certified Financial Planning
University of Miami - School of Business 1973 — 1974
MBA, Business Administration and Management, General
University of Notre Dame 1966 — 1970
BBA, Finance
Greg Taylor Greg Taylor's Bank of America Experience 2003 - 2008
Job
Industry Executive Office
Experience
Action International 2015 - Present
BusinessKlub 2014 - 2015
Accenture 2011 - 2014
Chestatee River Group, Inc. 2010 - 2011
Total Protection Services 2008 - 2010
Bank of America 2003 - 2008
Scientific Atlanta 1994 - 2003
Dupont 1989 - 1994
Skills
Executive Management, Leadership, Operations Management, Supply Chain Management, Organizational..., Management, Strategic Planning, Process Improvement, Mergers & Acquisitions, CRM, Management Consulting, Business Development, Mergers, Strategy, Supply Chain, Business Process..., Strategic Partnerships, Manufacturing, Program Management, Team Building, Enterprise Software, Business Strategy, Talent Management, Change Management, Business Planning, Cross-functional Team..., Marketing, Vendor Management, Coaching, Team Management, Contract Negotiation, Business Transformation, Risk Management, Finance, Start-ups, Six Sigma, Leadership Development, Negotiation, Lean Manufacturing, New Business Development, Business Analysis, Performance Management, Project Planning, Entrepreneurship, Product Development, Team Leadership, Outsourcing, Budgets, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management
Master's Degree, Finance, Accounting, Economics
Yale University
Bachelor's Degree, Sociology, Engineering
Action International 2015 - Present
BusinessKlub 2014 - 2015
Accenture 2011 - 2014
Chestatee River Group, Inc. 2010 - 2011
Total Protection Services 2008 - 2010
Bank of America 2003 - 2008
Scientific Atlanta 1994 - 2003
Dupont 1989 - 1994
Skills
Executive Management, Leadership, Operations Management, Supply Chain Management, Organizational..., Management, Strategic Planning, Process Improvement, Mergers & Acquisitions, CRM, Management Consulting, Business Development, Mergers, Strategy, Supply Chain, Business Process..., Strategic Partnerships, Manufacturing, Program Management, Team Building, Enterprise Software, Business Strategy, Talent Management, Change Management, Business Planning, Cross-functional Team..., Marketing, Vendor Management, Coaching, Team Management, Contract Negotiation, Business Transformation, Risk Management, Finance, Start-ups, Six Sigma, Leadership Development, Negotiation, Lean Manufacturing, New Business Development, Business Analysis, Performance Management, Project Planning, Entrepreneurship, Product Development, Team Leadership, Outsourcing, Budgets, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management
Master's Degree, Finance, Accounting, Economics
Yale University
Bachelor's Degree, Sociology, Engineering
Willem Ridder Willem Ridder's Bank of America Experience January 1954 - January 1984
Job Happily retired! at Sun City Corporation
Industry Writing and Editing
Experience
Sun City Corporation FounderFirst Collateral Services, IncJanuary 1985 - April 2005
First Collateral ServicesMarch 1985 - April 2004
Bank of America January 1954 - January 1984
Education
Northwestern University
MBA, Mortgage Banking
Sun City Corporation FounderFirst Collateral Services, IncJanuary 1985 - April 2005
First Collateral Services
Bank of America January 1954 - January 1984
Education
Northwestern University
MBA, Mortgage Banking
Whitney Blessington Whitney Blessington's Bank of America Experience October 2001 - April 2002
Job SVP, Marketing, Sales and Account Management
Industry Marketing and Advertising
Experience
Atiba Software, LLC January 2014 - Present
Dave & Buster's Inc. February 2004 - April 2006
Bank of America October 2001 - April 2002
Ancestry.com June 2000 - June 2001
PlanetRx.com July 1999 - June 2000
FedEx December 1997 - July 1999
FedEx January 1996 - December 1997
Leslie Hindman Auctioneers July 1992 - August 1994
Skills
Direct Marketing, Online Promotions, Website Design, Email Marketing, Direct Mail Campaigns, Telemarketing, Public Relations, Online Advertising, Point of Purchase, Gift Card Marketing, Small Business..., Google Analytics, Search Engine..., WordPress Development, Microsoft Office, Integrated Marketing, E-commerce, Advertising, Marketing, Salesforce.com, CRM, SEO, Web Design, WordPress, Management, Marketing Strategy, Strategic Planning, Digital Marketing, Social Media Marketing
Education
Northwestern University 1994 — 1995
Master of Science (MS)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (BA)
Atiba Software, LLC January 2014 - Present
Dave & Buster's Inc. February 2004 - April 2006
Bank of America October 2001 - April 2002
Ancestry.com June 2000 - June 2001
PlanetRx.com July 1999 - June 2000
FedEx December 1997 - July 1999
FedEx January 1996 - December 1997
Leslie Hindman Auctioneers July 1992 - August 1994
Skills
Direct Marketing, Online Promotions, Website Design, Email Marketing, Direct Mail Campaigns, Telemarketing, Public Relations, Online Advertising, Point of Purchase, Gift Card Marketing, Small Business..., Google Analytics, Search Engine..., WordPress Development, Microsoft Office, Integrated Marketing, E-commerce, Advertising, Marketing, Salesforce.com, CRM, SEO, Web Design, WordPress, Management, Marketing Strategy, Strategic Planning, Digital Marketing, Social Media Marketing
Education
Northwestern University 1994 — 1995
Master of Science (MS)
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Arts (BA)
Vik Thadani Vik Thadani's Bank of America Experience 1994 - 2000
Job Managing Director at Silicon Valley Bank
Industry Investment Management
Experience
Silicon Valley Bank May 2014 - Present
Babson Capital Management August 2011 - May 2013
Union Bank May 2008 - August 2011
CIBC World Markets June 2004 - January 2008
LessonLab, Inc. 2000 - 2002
Bank Of America 1994 - 2000
Skills
Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Business Development, Equities, Finance, Credit, Investments, LBO, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Silicon Valley Bank May 2014 - Present
Babson Capital Management August 2011 - May 2013
Union Bank May 2008 - August 2011
CIBC World Markets June 2004 - January 2008
LessonLab, Inc. 2000 - 2002
Bank Of America 1994 - 2000
Skills
Financial Modeling, Capital Markets, Investment Banking, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Business Development, Equities, Finance, Credit, Investments, LBO, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1997 — 2000
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Finance
Elizabeth Kostolansky Elizabeth Kostolansky's Bank of America Experience February 1998 - July 2004
Job Chief Operating Officer at Eachwin Capital
Industry Investment Management
Experience
Eachwin Capital January 2013 - Present
Northwestern Mutual June 2010 - January 2013
K Ventures LLC January 2008 - July 2010
Iron Horse Capital Management, LP July 2004 - December 2007
Bank of America February 1998 - July 2004
Salomon Brothers 1993 - 1998
Skills
Hedge Funds, Long/Short Equity, Capital Raising, Investor Relations, Convertible Arbitrage, Alternative Investments, Capital Markets, Wealth Management, Investment Advisory, Series 7, Asset Managment, Investments, Investment Management, Bonds, Finance, Asset Management, Equities, Fixed Income, Financial Markets, Proprietary Trading, Investment Strategies, Series 63, Securities, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Management, Business Administration and Management, General
St. Ambrose University 1982 — 1988
Bachelor of Arts, Marketing
Eachwin Capital January 2013 - Present
Northwestern Mutual June 2010 - January 2013
K Ventures LLC January 2008 - July 2010
Iron Horse Capital Management, LP July 2004 - December 2007
Bank of America February 1998 - July 2004
Salomon Brothers 1993 - 1998
Skills
Hedge Funds, Long/Short Equity, Capital Raising, Investor Relations, Convertible Arbitrage, Alternative Investments, Capital Markets, Wealth Management, Investment Advisory, Series 7, Asset Managment, Investments, Investment Management, Bonds, Finance, Asset Management, Equities, Fixed Income, Financial Markets, Proprietary Trading, Investment Strategies, Series 63, Securities, Asset Allocation
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Management, Business Administration and Management, General
St. Ambrose University 1982 — 1988
Bachelor of Arts, Marketing
Mike Sheehan, M.B.A., C.P.A.'s Bank of America Experience 2006 - 2012
Job Global Transaction Banking Professional
Industry Financial Services
Experience
BNP Paribas 2013 - Present
Bank of America 2006 - 2012
Bank of America (formerly ABN AMRO/ LaSalle) 2003 - 2006
JDA Software 2000 - 2002
Infor Global Solutions March 1998 - June 2000
Infor Global Solutions 1995 - 1998
Skills
Financial Analysis, Management Consulting, Project Management, Team Leadership, Treasury Management, Analytical Skills, Public Speaking, Management, Solution Implementation, Financial Operations, Accounting, Compliance, Risk Management, Process Improvement, Healthcare, Insurance, Investments, Banking, Valuation, Product Management, Product Marketing, Consulting, Sales, Mergers & Acquisitions, Payments, Finance, Cash Management, Business Analysis, Commercial Banking, Business Development, Credit, Financial Modeling
Education
Northwestern University - Kellogg School of Management
M.B.A., Finance, Marketing
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance, Accounting
BNP Paribas 2013 - Present
Bank of America 2006 - 2012
Bank of America (formerly ABN AMRO/ LaSalle) 2003 - 2006
JDA Software 2000 - 2002
Infor Global Solutions March 1998 - June 2000
Infor Global Solutions 1995 - 1998
Skills
Financial Analysis, Management Consulting, Project Management, Team Leadership, Treasury Management, Analytical Skills, Public Speaking, Management, Solution Implementation, Financial Operations, Accounting, Compliance, Risk Management, Process Improvement, Healthcare, Insurance, Investments, Banking, Valuation, Product Management, Product Marketing, Consulting, Sales, Mergers & Acquisitions, Payments, Finance, Cash Management, Business Analysis, Commercial Banking, Business Development, Credit, Financial Modeling
Education
Northwestern University - Kellogg School of Management
M.B.A., Finance, Marketing
University of Illinois at Urbana-Champaign - College of Business
B.S., Finance, Accounting
Deborah Early, M.A. MBA Deborah Early, M.A. MBA's Bank of America Experience October 2014 - June 2015
Job Senior Learning Consultant
Industry Professional Training & Coaching
Experience
Bank of America October 2014 - June 2015
Bank of America November 2011 - August 2014
CoreLeader September 2009 - June 2011
Wells Fargo March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Bank January 2001 - January 2005
First Union May 1994 - January 2005
Northern Trust June 1987 - July 1988
Skills
Creative Problem Solving, Strategic Thinking, Leading Change, Leadership Development, Executive Coaching, Change Management, Organizational..., Leadership, Talent Management, Business Transformation, Coaching, Conflict Resolution, Project Management, Human Resources, Workshop Facilitation, Management, Training, Succession Planning, Performance Improvement, Thought Leadership, 360 Feedback, Consulting, Product Development, Training Delivery, Employee Training, Organizational..., Strategy
Education
Fielding Graduate University
M.A., Organizational Management and Development
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
University of Michigan
B.A., cum laude, Economics
Bank of America October 2014 - June 2015
Bank of America November 2011 - August 2014
CoreLeader September 2009 - June 2011
Wells Fargo March 2010 - March 2011
Wachovia, A Wells Fargo Company October 2005 - June 2009
Wachovia Bank January 2001 - January 2005
First Union May 1994 - January 2005
Northern Trust June 1987 - July 1988
Skills
Creative Problem Solving, Strategic Thinking, Leading Change, Leadership Development, Executive Coaching, Change Management, Organizational..., Leadership, Talent Management, Business Transformation, Coaching, Conflict Resolution, Project Management, Human Resources, Workshop Facilitation, Management, Training, Succession Planning, Performance Improvement, Thought Leadership, 360 Feedback, Consulting, Product Development, Training Delivery, Employee Training, Organizational..., Strategy
Education
Fielding Graduate University
M.A., Organizational Management and Development
Northwestern University - Kellogg School of Management
MBA, Marketing and Finance
University of Michigan
B.A., cum laude, Economics
Conor Bruen Conor Bruen's Bank of America Experience July 2013 - July 2015
Job MBA Candidate at Northwestern University Kellogg School of Management
Industry Financial Services
Experience
Kellogg School of Management August 2015 - Present
Bank of America July 2013 - July 2015
Bank of America June 2011 - June 2013
WH Trading June 2010 - July 2010
University of Notre Dame April 2009 - May 2010
The Riverside School January 2010 - April 2010
Skills
Investments, Trading, Portfolio Management, Options, SAS, Quantitative Finance, PowerPoint, Forecasting, Research, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2011
Bachelor of Science (B.S.), Mathematics, Economics
Brebeuf Jesuit Preparatory School 2003 — 2007
Kellogg School of Management August 2015 - Present
Bank of America July 2013 - July 2015
Bank of America June 2011 - June 2013
WH Trading June 2010 - July 2010
University of Notre Dame April 2009 - May 2010
The Riverside School January 2010 - April 2010
Skills
Investments, Trading, Portfolio Management, Options, SAS, Quantitative Finance, PowerPoint, Forecasting, Research, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame 2007 — 2011
Bachelor of Science (B.S.), Mathematics, Economics
Brebeuf Jesuit Preparatory School 2003 — 2007
Joshua Borin Joshua Borin's Bank of America Experience 2007 - 2010
Job
Industry Internet
Experience
Google September 2015 - Present
Kellogg School of Management June 2014 - June 2015
LevelPlay.com August 2012 - 2014
Deem, Inc. (homerun.com) 2011 - 2012
Executive Suites of Cheyenne 2010 - 2011
HelpMyCash.com 2010 - 2010
Bank of America 2007 - 2010
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Entrepreneurship and Innovation Marketing
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelors of Business Administration, Entrepreneurial Studies
Google September 2015 - Present
Kellogg School of Management June 2014 - June 2015
LevelPlay.com August 2012 - 2014
Deem, Inc. (homerun.com) 2011 - 2012
Executive Suites of Cheyenne 2010 - 2011
HelpMyCash.com 2010 - 2010
Bank of America 2007 - 2010
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Entrepreneurship and Innovation Marketing
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelors of Business Administration, Entrepreneurial Studies
Rob Polston Rob Polston's Bank of America Experience 1998 - 1999
Job CEO, Laureate Online Education International
Industry Higher Education
Experience
Laureate International Universities December 2014 - Present
Laureate International Universities January 2014 - Present
Laureate International Universities January 2011 - Present
Laureate Education January 2010 - January 2011
Laureate Education October 2007 - February 2010
Sterling Partners August 2006 - October 2007
Career Education Corporation April 2004 - August 2006
Allied Capital Corporation 1999 - 2002
Bank of America 1998 - 1999
Robert W. Baird & Co. 1995 - 1999
Skills
Mergers, Venture Capital, Private Equity, Restructuring, Strategy, Investments, LBO, IPO, Acquisitions, Leveraged Finance, Buyouts, Growth Capital, Financial Modeling, Corporate Development, Acquisition Integration, Corporate Finance, Due Diligence, Executive Management, Investment Banking, M, Management, Mergers, Recruiting, Start-ups, Strategic Planning, Valuation, Leadership
Education
University of Chicago Graduate School of Business 2000 — 2003
MBA
Northwestern University 1991 — 1995
BA
Fenwick High School 1987 — 1991
High School Diploma with Honors
Laureate International Universities December 2014 - Present
Laureate International Universities January 2014 - Present
Laureate International Universities January 2011 - Present
Laureate Education January 2010 - January 2011
Laureate Education October 2007 - February 2010
Sterling Partners August 2006 - October 2007
Career Education Corporation April 2004 - August 2006
Allied Capital Corporation 1999 - 2002
Bank of America 1998 - 1999
Robert W. Baird & Co. 1995 - 1999
Skills
Mergers, Venture Capital, Private Equity, Restructuring, Strategy, Investments, LBO, IPO, Acquisitions, Leveraged Finance, Buyouts, Growth Capital, Financial Modeling, Corporate Development, Acquisition Integration, Corporate Finance, Due Diligence, Executive Management, Investment Banking, M, Management, Mergers, Recruiting, Start-ups, Strategic Planning, Valuation, Leadership
Education
University of Chicago Graduate School of Business 2000 — 2003
MBA
Northwestern University 1991 — 1995
BA
Fenwick High School 1987 — 1991
High School Diploma with Honors
Alan Medearis Alan Medearis's Bank of America Experience June 1977 - October 1999
Job Executive Vice President Risk Reporting and Technology at KeyBank
Industry Banking
Experience
KeyBank January 2013 - Present
SunTrust Bank December 2007 - January 2013
IBM Global Business Services October 1999 - December 2007
Bank of America June 1977 - October 1999
Skills
Basel II, Capital Markets, Risk Management, Data Quality, Performance Measurement, Data Governance, Process Improvement, Credit Portfolio..., Credit, Analytics, Banking, Business Analysis, Business Intelligence, Credit Risk, Enterprise Risk..., Financial Analysis, Financial Risk, Financial Services, IT Strategy, Operational Risk..., Portfolio Management, SDLC
Education
Northwestern University - Kellogg School of Management 1976 — 1977
MBA, Finance
University of North Carolina at Chapel Hill 1972 — 1976
BS honors, Business, Management, Marketing, and Related Support Services
KeyBank January 2013 - Present
SunTrust Bank December 2007 - January 2013
IBM Global Business Services October 1999 - December 2007
Bank of America June 1977 - October 1999
Skills
Basel II, Capital Markets, Risk Management, Data Quality, Performance Measurement, Data Governance, Process Improvement, Credit Portfolio..., Credit, Analytics, Banking, Business Analysis, Business Intelligence, Credit Risk, Enterprise Risk..., Financial Analysis, Financial Risk, Financial Services, IT Strategy, Operational Risk..., Portfolio Management, SDLC
Education
Northwestern University - Kellogg School of Management 1976 — 1977
MBA, Finance
University of North Carolina at Chapel Hill 1972 — 1976
BS honors, Business, Management, Marketing, and Related Support Services
Liz Tracey Liz Tracey's Bank of America Experience 1998 - 2007
Job Senior Principal, LeSar Development Consultants
Industry Financial Services
Experience
LeSar Development Consultants May 2015 - Present
MET Consultants January 2015 - Present
Low Income Investment Fund April 2013 - January 2015
JPMorgan Chase September 2007 - April 2013
Bank of America 1998 - 2007
Standard & Poor's December 1994 - December 1997
The Development Fund 1993 - 1993
Skills
Loans, Banking, Financial Risk, Community Development, Credit, Financial Analysis, Credit Analysis, Due Diligence, Real Estate Economics, Underwriting, Capital Markets, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Business
Northwestern University 1980 — 1984
BA, History
Northwestern University cherub program 1979 — 1979
Journalism
LeSar Development Consultants May 2015 - Present
MET Consultants January 2015 - Present
Low Income Investment Fund April 2013 - January 2015
JPMorgan Chase September 2007 - April 2013
Bank of America 1998 - 2007
Standard & Poor's December 1994 - December 1997
The Development Fund 1993 - 1993
Skills
Loans, Banking, Financial Risk, Community Development, Credit, Financial Analysis, Credit Analysis, Due Diligence, Real Estate Economics, Underwriting, Capital Markets, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Business
Northwestern University 1980 — 1984
BA, History
Northwestern University cherub program 1979 — 1979
Journalism
Julie M. Gibson's Bank of America Experience 2000 - 2004
Job Head of Conduct and Compliance Communications at Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank October 2013 - Present
Standard Chartered Bank March 2010 - September 2013
General Motors March 2007 - March 2010
Bank of America 2000 - 2004
Skills
Internal Communications, Marketing Communications, Corporate Communications, Crisis Communications, Media Relations, Strategic Communications, Communication Training, Investor Relations, Public Relations, Crisis Management, Capital Markets, Corporate Social..., Leadership, Mergers & Acquisitions
Education
Stanford University
MA, East Asian Studies
Northwestern University
MS, Communications
Northwestern University
Bachelor of Arts (BA), Humanities
Standard Chartered Bank October 2013 - Present
Standard Chartered Bank March 2010 - September 2013
General Motors March 2007 - March 2010
Bank of America 2000 - 2004
Skills
Internal Communications, Marketing Communications, Corporate Communications, Crisis Communications, Media Relations, Strategic Communications, Communication Training, Investor Relations, Public Relations, Crisis Management, Capital Markets, Corporate Social..., Leadership, Mergers & Acquisitions
Education
Stanford University
MA, East Asian Studies
Northwestern University
MS, Communications
Northwestern University
Bachelor of Arts (BA), Humanities
Sam Hocking Sam Hocking's Bank of America Experience September 1999 - September 2008
Job Founder, CEO of AltX powered by iMatchative
Industry Financial Services
Experience
AltX 2012 - Present
BNP Paribas October 2008 - May 2012
Bank of America September 1999 - September 2008
Skills
Creative Strategy, Business Strategy, Business Development, Sales, Building Relationships, Leadership, International Business..., Growth Strategies, Asset Managment, Portfolio Management, Equities, Investments, Capital Markets, Alternative Investments, Wealth Management, Investment Advisory, Hedge Funds, Private Equity, Asset Allocation, Investment Strategies, Financial Services, Structured Finance, Financial Markets, Venture Capital, Product Development, Equity Derivatives, Proprietary Trading, Asset Management, Hedging, Fund Of Funds
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Finance, General
Webster University 1992 — 1993
Master of Arts (M.A.), International Communications
Rollins College 1982 — 1987
Bachelor of Arts (B.A.), Economics
AltX 2012 - Present
BNP Paribas October 2008 - May 2012
Bank of America September 1999 - September 2008
Skills
Creative Strategy, Business Strategy, Business Development, Sales, Building Relationships, Leadership, International Business..., Growth Strategies, Asset Managment, Portfolio Management, Equities, Investments, Capital Markets, Alternative Investments, Wealth Management, Investment Advisory, Hedge Funds, Private Equity, Asset Allocation, Investment Strategies, Financial Services, Structured Finance, Financial Markets, Venture Capital, Product Development, Equity Derivatives, Proprietary Trading, Asset Management, Hedging, Fund Of Funds
Education
Northwestern University - Kellogg School of Management 2002 — 2004
Master of Business Administration (MBA), Finance, General
Webster University 1992 — 1993
Master of Arts (M.A.), International Communications
Rollins College 1982 — 1987
Bachelor of Arts (B.A.), Economics
Adil Lalani Adil Lalani's Bank of America Experience 2001 - 2002
Job Regional Director, Southern Alberta at First West Capital
Industry Capital Markets
Experience
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
First West Capital August 2015 - Present
Genfinity Capital 2015 - 2015
Macquarie Energy Capital 2009 - 2014
KERN Partners 2006 - 2008
Carlson Capital June 2005 - August 2005
Banc of America Securities March 2002 - April 2004
Bank of America 2001 - 2002
BMO Nesbitt Burns 1999 - 2000
Skills
Investment Management, Capital Markets, Oil & Gas Industry, Deal Sourcing, Financial Structuring, Deal Execution, Project Finance, Private Equity, Board Level, Hedge Funds, Investment Banking, Credit Analysis, Financial Modeling, Equities, Investments, Asset Management, Due Diligence, Portfolio Management, LBO, Mergers & Acquisitions, Risk Management, DCF, M&A experience, High Yield
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, (Concentrations in Finance, Strategy and Real Estate)
CFA Institute
Chartered Financial Analyst (CFA) Designation
Queen's University 1995 — 1999
B Comm, Finance
Western Canada High School
Patricia Lee Blackburn Patricia Lee Blackburn's Bank of America Experience 2002 - 2006
Job Corporate Communications Executive
Industry Machinery
Experience
PLB Communications June 2013 - Present
Ingersoll Rand March 2010 - June 2013
RSM McGladrey, Inc. (now McGladrey) 2006 - 2010
Bank of America 2002 - 2006
Goodrich Corporation 1999 - 2002
Goodrich Corporation 1999 - 2002
Giddings & Lewis February 1997 - August 1999
Skills
Crisis Communications, Newsletters, Advertising, Communications Planning, Public Relations, Internal Communications, Press Releases, Content Development, Internal & External..., Brand Management, Investor Relations, Media Relations, Proposal Writing, Marketing Strategy, Crisis Management, Government, Integrated Marketing, Corporate Communications, Strategy, Strategic Partnerships, Change Management, Thought Leadership, Reputation Management, Copywriting, Strategic Planning, Social Media, Public Affairs, Leadership, Employee Engagement, Communication Training, Business Strategy, Brand Development, Digital Marketing, Strategic Communications, Product Marketing, Speech Writing, Market Research, Social Media Marketing, Positioning, Executive Management, Mergers, Editing, Marketing Communications, Corporate Social..., Public Speaking, Messaging, Community Development, Marketing, Corporate Branding, Mergers & Acquisitions
Education
Northwestern University
BSJ; MSJ, Journalism
PLB Communications June 2013 - Present
Ingersoll Rand March 2010 - June 2013
RSM McGladrey, Inc. (now McGladrey) 2006 - 2010
Bank of America 2002 - 2006
Goodrich Corporation 1999 - 2002
Goodrich Corporation 1999 - 2002
Giddings & Lewis February 1997 - August 1999
Skills
Crisis Communications, Newsletters, Advertising, Communications Planning, Public Relations, Internal Communications, Press Releases, Content Development, Internal & External..., Brand Management, Investor Relations, Media Relations, Proposal Writing, Marketing Strategy, Crisis Management, Government, Integrated Marketing, Corporate Communications, Strategy, Strategic Partnerships, Change Management, Thought Leadership, Reputation Management, Copywriting, Strategic Planning, Social Media, Public Affairs, Leadership, Employee Engagement, Communication Training, Business Strategy, Brand Development, Digital Marketing, Strategic Communications, Product Marketing, Speech Writing, Market Research, Social Media Marketing, Positioning, Executive Management, Mergers, Editing, Marketing Communications, Corporate Social..., Public Speaking, Messaging, Community Development, Marketing, Corporate Branding, Mergers & Acquisitions
Education
Northwestern University
BSJ; MSJ, Journalism
Barbara KEITH's Bank of America Experience June 2003 - November 2007
Job Global Senior Director Branding & Marketing Communications at Quintiles
Industry Hospital & Health Care
Experience
Quintiles December 2010 - Present
VHA/Novation August 2008 - November 2010
Bank of America June 2003 - November 2007
US Marketing 2001 - 2003
The Associates/CitiFinancial 1999 - 2001
Sandia Imaging / Axcess 1996 - 1999
Comdisco Inc and Comdisco S.A 1981 - 1991
Community and Culinary Experience 1980 - 1981
Skills
B2B, Business Strategy, Marketing Communications, Product Management, Corporate Communications, Event Management, Strategic Planning, Marketing Strategy, Sales Management, Product Development, Direct Marketing, Customer Relations, Gourmet Creative..., Market Research, CRM, Management, Marketing, Customer Service, Sales, Product Marketing, Lead Generation, Advertising, Project Management, Integrated Marketing, Strategy, Product Launch, Leadership, Entrepreneurship, Sales Operations, Budgets, Public Relations, Training, Account Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
Lycee Jean Lurcat, Paris (France) 1979 — 1980
Baccalaureat
Academie Commerciale Internationale (A.C.I) Paris 1976 — 1980
D.E.C.S
Quintiles December 2010 - Present
VHA/Novation August 2008 - November 2010
Bank of America June 2003 - November 2007
US Marketing 2001 - 2003
The Associates/CitiFinancial 1999 - 2001
Sandia Imaging / Axcess 1996 - 1999
Comdisco Inc and Comdisco S.A 1981 - 1991
Community and Culinary Experience 1980 - 1981
Skills
B2B, Business Strategy, Marketing Communications, Product Management, Corporate Communications, Event Management, Strategic Planning, Marketing Strategy, Sales Management, Product Development, Direct Marketing, Customer Relations, Gourmet Creative..., Market Research, CRM, Management, Marketing, Customer Service, Sales, Product Marketing, Lead Generation, Advertising, Project Management, Integrated Marketing, Strategy, Product Launch, Leadership, Entrepreneurship, Sales Operations, Budgets, Public Relations, Training, Account Management, Marketing Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA
Lycee Jean Lurcat, Paris (France) 1979 — 1980
Baccalaureat
Academie Commerciale Internationale (A.C.I) Paris 1976 — 1980
D.E.C.S
Nathan Tacha Nathan Tacha's Bank of America Experience May 2015 - Present
Job Predictive Analytics for Commercial Credit
Industry Information Technology and Services
Experience
Bank of America May 2015 - Present
Bank of America July 2014 - May 2015
Bank of America June 2013 - June 2014
AdGrab (Marketplace for YouTube In-Video Product Placement) February 2013 - June 2013
Kellogg School of Management August 2011 - June 2013
Avocent Emerson Network Power June 2012 - August 2012
National Instruments October 2010 - August 2011
National Instruments October 2009 - October 2010
National Instruments April 2007 - October 2009
United States Marine Corps October 2000 - August 2008
Skills
Cross-functional Team..., Software Development, Labview, Analytics, Data Acquisition, Team Building, Software Engineering, Leadership, Product Management, Product Development, Management, Cloud Computing, Problem Solving, Technical Presentations, Mentoring, Security, Competitive Analysis, Partnership Development, Defining Product..., Testing, Operations Management, Program Management, Data Analysis, Process Improvement, Business Intelligence, Software Documentation, Six Sigma, Salesforce.com, Systems Engineering, Analysis, Project Management, Mergers & Acquisitions, Stata, Change Management, Strategy, Microsoft Excel, C++, R, LabVIEW
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Business, 3.9
Texas A&M University 1999 — 2005
BS, Computer Engineering
Bank of America May 2015 - Present
Bank of America July 2014 - May 2015
Bank of America June 2013 - June 2014
AdGrab (Marketplace for YouTube In-Video Product Placement) February 2013 - June 2013
Kellogg School of Management August 2011 - June 2013
Avocent Emerson Network Power June 2012 - August 2012
National Instruments October 2010 - August 2011
National Instruments October 2009 - October 2010
National Instruments April 2007 - October 2009
United States Marine Corps October 2000 - August 2008
Skills
Cross-functional Team..., Software Development, Labview, Analytics, Data Acquisition, Team Building, Software Engineering, Leadership, Product Management, Product Development, Management, Cloud Computing, Problem Solving, Technical Presentations, Mentoring, Security, Competitive Analysis, Partnership Development, Defining Product..., Testing, Operations Management, Program Management, Data Analysis, Process Improvement, Business Intelligence, Software Documentation, Six Sigma, Salesforce.com, Systems Engineering, Analysis, Project Management, Mergers & Acquisitions, Stata, Change Management, Strategy, Microsoft Excel, C++, R, LabVIEW
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Business, 3.9
Texas A&M University 1999 — 2005
BS, Computer Engineering
Betty Latson Betty Latson's Bank of America Experience October 2007 - April 2009
Job Senior Vice President Team Lead at U.S. Bank
Industry Banking
Experience
U.S. Bank September 2014 - Present
Wells Fargo June 2009 - September 2014
Bank of America October 2007 - April 2009
LaSalle Bank/ABN AMRO September 1980 - October 2007
Skills
Underwriting, Commercial Lending, Credit, Commercial Banking, Banking, Middle Market, Portfolio Management, Business Development, Credit Risk, Loans, Treasury Management, Management, CRM, Asset Based Lending, Financial Structuring, Capital Markets, Mergers & Acquisitions, Credit Analysis, Financial Services, Financial Modeling, Cash Management
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Finance
U.S. Bank September 2014 - Present
Wells Fargo June 2009 - September 2014
Bank of America October 2007 - April 2009
LaSalle Bank/ABN AMRO September 1980 - October 2007
Skills
Underwriting, Commercial Lending, Credit, Commercial Banking, Banking, Middle Market, Portfolio Management, Business Development, Credit Risk, Loans, Treasury Management, Management, CRM, Asset Based Lending, Financial Structuring, Capital Markets, Mergers & Acquisitions, Credit Analysis, Financial Services, Financial Modeling, Cash Management
Education
Northwestern University - Kellogg School of Management 1982 — 1986
MBA, Finance and Accounting
University of Illinois at Urbana-Champaign - College of Business 1976 — 1980
Bachelor of Science, Finance
Steve Kubick's Bank of America Experience January 2011 - April 2011
Job Data Administrator at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal, Inc. February 2013 - Present
Sony Pictures Entertainment May 2012 - September 2012
TOMS January 2012 - May 2012
NBCUniversal, Inc. April 2011 - September 2011
Bank of America January 2011 - April 2011
NBCUniversal, Inc. August 2010 - January 2011
St. Bernard Parish School Board February 2008 - April 2010
Catholic Charities Archdiocese of New Orleans April 2006 - June 2007
Skills
Financial Analysis, Project Management, Disaster Recovery, Non-profits, Entertainment, Singing, System Administration, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Public Speaking, Microsoft Word, Customer Service, Marketing, Accounting, Outlook, Community Outreach, Nonprofits, Time Management, Event Planning, Social Networking, Social Media, Event Management, Editing, Human Resources, Leadership, Management, Public Relations, Access, Training, Social Media Marketing, Research, Advertising, Recruiting, Data Analysis, Team Building, Strategic Planning, Marketing Communications, Marketing Strategy, Fundraising, Television, Photoshop, Sales, Blogging, Online Marketing, Facebook, Film, New Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2006
MBA, General Administration, B
Northwestern University 1985 — 1990
Bachelor of Science, Performance Studies, B
San Francisco University High School 1981 — 1985
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, B
NBCUniversal, Inc. February 2013 - Present
Sony Pictures Entertainment May 2012 - September 2012
TOMS January 2012 - May 2012
NBCUniversal, Inc. April 2011 - September 2011
Bank of America January 2011 - April 2011
NBCUniversal, Inc. August 2010 - January 2011
St. Bernard Parish School Board February 2008 - April 2010
Catholic Charities Archdiocese of New Orleans April 2006 - June 2007
Skills
Financial Analysis, Project Management, Disaster Recovery, Non-profits, Entertainment, Singing, System Administration, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Public Speaking, Microsoft Word, Customer Service, Marketing, Accounting, Outlook, Community Outreach, Nonprofits, Time Management, Event Planning, Social Networking, Social Media, Event Management, Editing, Human Resources, Leadership, Management, Public Relations, Access, Training, Social Media Marketing, Research, Advertising, Recruiting, Data Analysis, Team Building, Strategic Planning, Marketing Communications, Marketing Strategy, Fundraising, Television, Photoshop, Sales, Blogging, Online Marketing, Facebook, Film, New Media
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2006
MBA, General Administration, B
Northwestern University 1985 — 1990
Bachelor of Science, Performance Studies, B
San Francisco University High School 1981 — 1985
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, B
Anna Huang Anna Huang's Bank of America Experience 2010 - 2011
Job Consultant at L.E.K. Consulting
Industry Management Consulting
Experience
L.E.K. Consulting September 2013 - Present
Bank of America 2010 - 2011
ShoreBank 2009 - 2010
Morgan Stanley 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Due Diligence, Banking
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Management and Organizations, Finance
Princeton University 2003 — 2007
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Hathaway Brown School 1999 — 2003
L.E.K. Consulting September 2013 - Present
Bank of America 2010 - 2011
ShoreBank 2009 - 2010
Morgan Stanley 2007 - 2009
Skills
Financial Modeling, Financial Analysis, Capital Markets, Fixed Income, Due Diligence, Banking
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Management and Organizations, Finance
Princeton University 2003 — 2007
Bachelor of Science in Engineering, Operations Research & Financial Engineering
Hathaway Brown School 1999 — 2003
Rick Baer Rick Baer's Bank of America Experience 2003 - 2004
Job Vice President at TCF Bank
Industry Banking
Experience
TCF Bank 2013 - Present
Bank of America Merrill Lynch 2005 - 2012
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Bank of America 1994 - 2001
Continental Bank 1990 - 1994
Skills
New Business Development, Real Estate, Underwriting, Building Relationships, Cross Selling, Team Leadership, Team Building, Debt, Negotiation, Banking, Credit, Capital Markets, Investment Banking, Corporate Finance, Risk Management, Series 7, Valuation, Loans, Real Estate Economics, Credit Analysis, Due Diligence, Loan Origination, Manage Client..., Mergers & Acquisitions, Managing Accounts, Finance, Real Estate Financing, Commercial Banking, Risk Assessment, Portfolio Management, Credit Risk, Syndications, Structured Finance, Financial Structuring, Financial Services, Commercial Lending, Teamwork, Asset Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Princeton University
Bachelor of Arts (BA), Politics
TCF Bank 2013 - Present
Bank of America Merrill Lynch 2005 - 2012
Bank of America 2003 - 2004
Bank of America 2001 - 2003
Bank of America 1994 - 2001
Continental Bank 1990 - 1994
Skills
New Business Development, Real Estate, Underwriting, Building Relationships, Cross Selling, Team Leadership, Team Building, Debt, Negotiation, Banking, Credit, Capital Markets, Investment Banking, Corporate Finance, Risk Management, Series 7, Valuation, Loans, Real Estate Economics, Credit Analysis, Due Diligence, Loan Origination, Manage Client..., Mergers & Acquisitions, Managing Accounts, Finance, Real Estate Financing, Commercial Banking, Risk Assessment, Portfolio Management, Credit Risk, Syndications, Structured Finance, Financial Structuring, Financial Services, Commercial Lending, Teamwork, Asset Management
Education
Northwestern University - Kellogg School of Management
MBA, Finance and Marketing
Princeton University
Bachelor of Arts (BA), Politics
Donna Smith Donna Smith's Bank of America Experience October 2007 - June 2010
Job Executive Vice President at Associated Bank
Industry Banking
Experience
Associated Bank June 2011 - June 2015
Associated Bank June 2010 - June 2011
Bank of America October 2007 - June 2010
LaSalle Bank March 2003 - October 2007
LaSalle Bank December 1997 - March 2003
Harris Bank 1989 - 1997
Fifth Third Bank 1984 - 1989
Skills
Commercial Banking, Cash Flow, Cash Management, Banking, Middle Market, Management, Asset Based Lending, Financial Analysis, Commercial Lending, Treasury Management, Risk Management, Loans, Business Development, Portfolio Management, Credit Analysis, Finance, Credit Risk, Credit, Corporate Finance, Investments, Underwriting, Financial Services, Strategy, Mortgage Lending, Capital Markets, Valuation, Executive Management, Bank Secrecy Act, Small Business Lending, Leadership, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Illinois at Chicago
BA
Associated Bank June 2011 - June 2015
Associated Bank June 2010 - June 2011
Bank of America October 2007 - June 2010
LaSalle Bank March 2003 - October 2007
LaSalle Bank December 1997 - March 2003
Harris Bank 1989 - 1997
Fifth Third Bank 1984 - 1989
Skills
Commercial Banking, Cash Flow, Cash Management, Banking, Middle Market, Management, Asset Based Lending, Financial Analysis, Commercial Lending, Treasury Management, Risk Management, Loans, Business Development, Portfolio Management, Credit Analysis, Finance, Credit Risk, Credit, Corporate Finance, Investments, Underwriting, Financial Services, Strategy, Mortgage Lending, Capital Markets, Valuation, Executive Management, Bank Secrecy Act, Small Business Lending, Leadership, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of Illinois at Chicago
BA
Jennifer Jirkovsky Jennifer Jirkovsky's Bank of America Experience August 1998 - February 2010
Job Vice President at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan April 2013 - Present
Wells Fargo April 2010 - March 2013
Bank of America August 1998 - February 2010
Skills
FX Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Hedging, Options, Interest Rate..., Trading, Capital Markets, Electronic Trading, Swaps, Structured Products
Education
Northwestern University 1994 — 1998
J.P. Morgan April 2013 - Present
Wells Fargo April 2010 - March 2013
Bank of America August 1998 - February 2010
Skills
FX Options, Currency, Foreign Exchange, Fixed Income, Derivatives, Hedging, Options, Interest Rate..., Trading, Capital Markets, Electronic Trading, Swaps, Structured Products
Education
Northwestern University 1994 — 1998
Randy Grigg Randy Grigg's Bank of America Experience 1991 - 1995
Job Managing Partner at Ridgecrest Advisors, LLC
Industry Investment Banking
Experience
Ridgecrest Advisors, LLC October 2010 - Present
DecisionPoint International, LLC September 2000 - October 2010
StaffMark, Inc. 1997 - 2000
Koch International Capital Services 1996 - 1997
Bank of America 1991 - 1995
Skills
M&A, Investment Banking, Company Acquisitions, Corporate Development, Corporate Finance, Management Consulting, Business Valuation, Private Placements, Buyouts, Business Analysis, Consulting, IT Service Management, Private Equity, Venture Capital, Financial Modeling, M&A experience, Divestitures, Business Strategy, Mergers, Mergers & Acquisitions, Start-ups, Capital Markets, Business Intelligence, Finance, Valuation, Investments, Acquisitions
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Missouri-Columbia 1987 — 1991
BSBA, Finance
Ridgecrest Advisors, LLC October 2010 - Present
DecisionPoint International, LLC September 2000 - October 2010
StaffMark, Inc. 1997 - 2000
Koch International Capital Services 1996 - 1997
Bank of America 1991 - 1995
Skills
M&A, Investment Banking, Company Acquisitions, Corporate Development, Corporate Finance, Management Consulting, Business Valuation, Private Placements, Buyouts, Business Analysis, Consulting, IT Service Management, Private Equity, Venture Capital, Financial Modeling, M&A experience, Divestitures, Business Strategy, Mergers, Mergers & Acquisitions, Start-ups, Capital Markets, Business Intelligence, Finance, Valuation, Investments, Acquisitions
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance
University of Missouri-Columbia 1987 — 1991
BSBA, Finance
Brian Soeldner Brian Soeldner's Bank of America Experience 1997 - 2000
Job President at FRB
Industry Banking
Experience
FRB May 2007 - Present
Merit Capital Partners August 2001 - May 2007
Bank of America 1997 - 2000
LaSalle National Bank 1994 - 1997
Skills
Financial Analysis, Due Diligence, Commercial Lending, Banking, Investments, Credit, Mergers & Acquisitions, Underwriting, Credit Analysis, Financial Modeling, Loans, Finance, Corporate Finance, Commercial Banking, Real Estate, Portfolio Management, Strategic Financial..., Private Equity
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Management Strategy and Finance
University of Iowa 1990 — 1994
Finance
FRB May 2007 - Present
Merit Capital Partners August 2001 - May 2007
Bank of America 1997 - 2000
LaSalle National Bank 1994 - 1997
Skills
Financial Analysis, Due Diligence, Commercial Lending, Banking, Investments, Credit, Mergers & Acquisitions, Underwriting, Credit Analysis, Financial Modeling, Loans, Finance, Corporate Finance, Commercial Banking, Real Estate, Portfolio Management, Strategic Financial..., Private Equity
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Management Strategy and Finance
University of Iowa 1990 — 1994
Finance
Guillermo Cortina, MBA's Bank of America Experience 1997 - 2009
Job MD at ABS Capital Company
Industry Financial Services
Experience
ABS Capital Company 2015 - Present
Bank of America Merrill Lynch 2009 - 2015
Bank of America 1997 - 2009
Bank of America 1986 - 1997
Skills
Investment banking, Mergers & Acquisitions, Banking, Private Equity, Market Risk, Investment Portfolio, Strategic Planning, Leadership, International Business, Latin America, Accounting, Auditing, Board of Directors, Strategic Financial..., Communication, Economic Modeling, Country growth..., Foreign Exchange, Spanish-speaking, Investment Banking, Investments, Corporate Development, Negotiation, Mergers, Financial Services, Portfolio Management, Financial Advisory, Acquisitions, Financial Modeling, Capital Markets, Equities, Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing, Entrepreneurship & Management Startegy
Universidad Catolica Argentina, Buenos Aires Argentina
Bachelor's degree, Accounting
ABS Capital Company 2015 - Present
Bank of America Merrill Lynch 2009 - 2015
Bank of America 1997 - 2009
Bank of America 1986 - 1997
Skills
Investment banking, Mergers & Acquisitions, Banking, Private Equity, Market Risk, Investment Portfolio, Strategic Planning, Leadership, International Business, Latin America, Accounting, Auditing, Board of Directors, Strategic Financial..., Communication, Economic Modeling, Country growth..., Foreign Exchange, Spanish-speaking, Investment Banking, Investments, Corporate Development, Negotiation, Mergers, Financial Services, Portfolio Management, Financial Advisory, Acquisitions, Financial Modeling, Capital Markets, Equities, Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA, Marketing, Entrepreneurship & Management Startegy
Universidad Catolica Argentina, Buenos Aires Argentina
Bachelor's degree, Accounting
Tae eun Rebecca Shin Tae eun Rebecca Shin's Bank of America Experience February 2006 - December 2007
Job Manager at Samsung Electronics
Industry Market Research
Experience
Samsung Electronics April 2010 - Present
Northwestern University September 2008 - Present
Cricket Communications May 2009 - September 2009
Bank of America February 2006 - December 2007
Woori Investment & Securities January 2002 - December 2005
Skills
Segmentation, Analytics, Database Marketing, Financial Services, Market Research, Marketing Analytics, Integrated Marketing, SAS
Education
Northwestern University 2008 — 2009
daewon
Samsung Electronics April 2010 - Present
Northwestern University September 2008 - Present
Cricket Communications May 2009 - September 2009
Bank of America February 2006 - December 2007
Woori Investment & Securities January 2002 - December 2005
Skills
Segmentation, Analytics, Database Marketing, Financial Services, Market Research, Marketing Analytics, Integrated Marketing, SAS
Education
Northwestern University 2008 — 2009
daewon
Marin Heiskell Marin Heiskell's Bank of America Experience November 2004 - March 2007
Job Management Consultant • Human Capital • Style and Merchandising Consultant
Industry Management Consulting
Experience
Deloitte December 2014 - Present
Marin Heiskell 2013 - Present
La Maison de HAJ April 2014 - December 2014
IBM April 2012 - April 2014
Target September 2010 - November 2011
WestEd June 2009 - August 2009
Self Employed March 2007 - August 2008
Bank of America November 2004 - March 2007
Bank of America August 2001 - November 2004
Skills
Process Improvement, Business Strategy, Program Management, Cross-functional Team..., Marketing Strategy, CRM, Management, Training, Business Development, Portfolio Management, Merchandising, Leadership, Sales, Vendor Management, Product Management, Analysis, Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Strategy
Stanford University 2000 — 2001
M.A., Sociology
Stanford University 1996 — 2001
B.A., American Studies-Economics
The Oakridge School 1992 — 1996
The School of Style
Personal Styling Certification
Deloitte December 2014 - Present
Marin Heiskell 2013 - Present
La Maison de HAJ April 2014 - December 2014
IBM April 2012 - April 2014
Target September 2010 - November 2011
WestEd June 2009 - August 2009
Self Employed March 2007 - August 2008
Bank of America November 2004 - March 2007
Bank of America August 2001 - November 2004
Skills
Process Improvement, Business Strategy, Program Management, Cross-functional Team..., Marketing Strategy, CRM, Management, Training, Business Development, Portfolio Management, Merchandising, Leadership, Sales, Vendor Management, Product Management, Analysis, Strategy
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Marketing, Strategy
Stanford University 2000 — 2001
M.A., Sociology
Stanford University 1996 — 2001
B.A., American Studies-Economics
The Oakridge School 1992 — 1996
The School of Style
Personal Styling Certification
Tariq Hassan Tariq Hassan's Bank of America Experience May 2015 - Present
Job Head of Global Wealth Management Marketing (GWIM) & Global Brand Strategy at Bank of America
Industry Marketing and Advertising
Experience
Bank of America May 2015 - Present
Bank of America December 2014 - Present
Omnicom Group June 2012 - December 2014
Hewlett-Packard September 2011 - March 2012
Hewlett-Packard June 2008 - September 2011
Element79 November 2001 - June 2008
FCB 2000 - 2001
Leo Burnett Advertising 1998 - 2000
DMB&B/D'Arcy January 1994 - December 1997
Skills
Digital Marketing, Product Innovation, Public Relations, Portfolio Management, Integrated Marketing, Customer Insight, Marketing Strategy, Interactive Marketing, Mobile Marketing, Marketing Communications, Global Marketing, Event Management, Sales Promotion, Field Marketing, Retail Marketing, Product Design, Corporate Identity, Graphic Design, Packaging, Marketing Research, Strategic Thinking, Brand Architecture, Strategy, Advertising, Business Strategy, Marketing, Brand Development, Leadership, Digital Communication..., Cross-functional Team..., Start-ups, Management, Product Management, Analytics, Creative Direction, Digital Strategy, Product Development, Business Development, Social Media, Brand Management, Go-to-market Strategy, Creative Strategy, Direct Marketing, Relationship Marketing, Product Marketing, Strategic Partnerships, Marketing Management, Competitive Analysis, Segmentation
Education
Northwestern University 2003 — 2004
MSC
Western University 1988 — 1992
HBA
Bank of America May 2015 - Present
Bank of America December 2014 - Present
Omnicom Group June 2012 - December 2014
Hewlett-Packard September 2011 - March 2012
Hewlett-Packard June 2008 - September 2011
Element79 November 2001 - June 2008
FCB 2000 - 2001
Leo Burnett Advertising 1998 - 2000
DMB&B/D'Arcy January 1994 - December 1997
Skills
Digital Marketing, Product Innovation, Public Relations, Portfolio Management, Integrated Marketing, Customer Insight, Marketing Strategy, Interactive Marketing, Mobile Marketing, Marketing Communications, Global Marketing, Event Management, Sales Promotion, Field Marketing, Retail Marketing, Product Design, Corporate Identity, Graphic Design, Packaging, Marketing Research, Strategic Thinking, Brand Architecture, Strategy, Advertising, Business Strategy, Marketing, Brand Development, Leadership, Digital Communication..., Cross-functional Team..., Start-ups, Management, Product Management, Analytics, Creative Direction, Digital Strategy, Product Development, Business Development, Social Media, Brand Management, Go-to-market Strategy, Creative Strategy, Direct Marketing, Relationship Marketing, Product Marketing, Strategic Partnerships, Marketing Management, Competitive Analysis, Segmentation
Education
Northwestern University 2003 — 2004
MSC
Western University 1988 — 1992
HBA
Katherine Dintenfass's Bank of America Experience June 2010 - December 2011
Job SVP Digital Banking at Bank of America
Industry Banking
Experience
Bank of America June 2010 - December 2011
Kao Brands March 2008 - July 2010
Luxottica August 2006 - March 2008
Perfetti van Melle August 2002 - August 2006
Procter & Gamble August 2000 - August 2002
Skills
Product Management, Strategy, Customer Insight, Brand Management, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Integrated Marketing, Market Planning, Consumer Products, Product Development, Marketing, Business Strategy, Multi-channel Marketing, Segmentation, Brand Development, Digital Marketing, Business Development, Marketing Research, Advertising, P, Marketing Management
Education
Kellogg School of Management
The Ohio State University
Bank of America June 2010 - December 2011
Kao Brands March 2008 - July 2010
Luxottica August 2006 - March 2008
Perfetti van Melle August 2002 - August 2006
Procter & Gamble August 2000 - August 2002
Skills
Product Management, Strategy, Customer Insight, Brand Management, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Integrated Marketing, Market Planning, Consumer Products, Product Development, Marketing, Business Strategy, Multi-channel Marketing, Segmentation, Brand Development, Digital Marketing, Business Development, Marketing Research, Advertising, P, Marketing Management
Education
Kellogg School of Management
The Ohio State University
Sili Jacobson's Bank of America Experience February 2013 - Present
Job Business Operations Executive at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Bank of America February 2011 - Present
Bank of America June 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2008 - December 2009
Countrywide January 2008 - June 2008
Countrywide Home Loans April 2005 - January 2008
Amgen 2003 - 2005
Accenture 1989 - 2003
Skills
Risk Management, Program Management, Credit, Project Portfolio..., Change Management, Banking, Financial Services, CRM, Business Transformation, Portfolio Management, Strategy, IT Strategy, Cross-functional Team..., Mortgage Servicing, Integration, Strategic Planning, Mortgage Lending, Management, Leadership, Business Integration, SDLC, Technology Integration
Education
Northwestern University - Kellogg School of Management
ABMP
Northwestern University 1985 — 1989
BA
Bank of America February 2013 - Present
Bank of America February 2011 - Present
Bank of America June 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2008 - December 2009
Countrywide January 2008 - June 2008
Countrywide Home Loans April 2005 - January 2008
Amgen 2003 - 2005
Accenture 1989 - 2003
Skills
Risk Management, Program Management, Credit, Project Portfolio..., Change Management, Banking, Financial Services, CRM, Business Transformation, Portfolio Management, Strategy, IT Strategy, Cross-functional Team..., Mortgage Servicing, Integration, Strategic Planning, Mortgage Lending, Management, Leadership, Business Integration, SDLC, Technology Integration
Education
Northwestern University - Kellogg School of Management
ABMP
Northwestern University 1985 — 1989
BA
Mitch Wickland's Bank of America Experience September 2006 - April 2012
Job CIO, Occupier Services at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield (formerly DTZ) May 2015 - Present
Gensler April 2012 - May 2015
Bank of America September 2006 - April 2012
RealFoundations May 2002 - September 2006
Ernst & Young 1998 - 2002
TriMont Real Estate Advisors 1996 - 1998
Skills
Corporate Real Estate, Real Estate, Strategy, IT Strategy, Program Management, Business Analysis, Business Process, Consulting, Facilities Management, Portfolio Management, Budgets, Vendor Management, Contract Negotiation, Management, Commercial Real Estate, Project Planning, Project Management, Process Improvement, Strategic Planning, Business Process..., Leadership, Integration, Management Consulting, Change Management, CRM, Mergers & Acquisitions, Risk Management, Finance, Due Diligence, Business Strategy, Business Development, Outsourcing, Business Intelligence, Strategic Initiatives, Analysis, Start-ups
Education
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.)
Cushman & Wakefield (formerly DTZ) May 2015 - Present
Gensler April 2012 - May 2015
Bank of America September 2006 - April 2012
RealFoundations May 2002 - September 2006
Ernst & Young 1998 - 2002
TriMont Real Estate Advisors 1996 - 1998
Skills
Corporate Real Estate, Real Estate, Strategy, IT Strategy, Program Management, Business Analysis, Business Process, Consulting, Facilities Management, Portfolio Management, Budgets, Vendor Management, Contract Negotiation, Management, Commercial Real Estate, Project Planning, Project Management, Process Improvement, Strategic Planning, Business Process..., Leadership, Integration, Management Consulting, Change Management, CRM, Mergers & Acquisitions, Risk Management, Finance, Due Diligence, Business Strategy, Business Development, Outsourcing, Business Intelligence, Strategic Initiatives, Analysis, Start-ups
Education
Northwestern University 1991 — 1995
Bachelor of Arts (B.A.)
Derek Bennett's Bank of America Experience September 2005 - March 2010
Job Senior Director of Finance at Fandango
Industry Financial Services
Experience
Fandango March 2010 - Present
Bank of America September 2005 - March 2010
Countrywide September 2005 - October 2008
Skills
Financial Modeling, Forecasting, Strategic Financial..., Corporate Finance, Analysis, Finance, Financial Analysis, Due Diligence, Valuation, Financial Reporting, Mergers & Acquisitions, Managerial Finance, Competitive Analysis, Financial Planning
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Business, Management, Accounting, Marketing
Pepperdine University 1996 — 2000
BS / BA, Business / Economics
Fandango March 2010 - Present
Bank of America September 2005 - March 2010
Countrywide September 2005 - October 2008
Skills
Financial Modeling, Forecasting, Strategic Financial..., Corporate Finance, Analysis, Finance, Financial Analysis, Due Diligence, Valuation, Financial Reporting, Mergers & Acquisitions, Managerial Finance, Competitive Analysis, Financial Planning
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Business, Management, Accounting, Marketing
Pepperdine University 1996 — 2000
BS / BA, Business / Economics
Jon Blackburn's Bank of America Experience 2002 - 2006
Job Senior Platform Engineer at Apervita, Inc.
Industry Information Technology and Services
Experience
Apervita, Inc. April 2013 - Present
DRW Trading Group January 2008 - March 2013
DRW Holdings 2008 - March 2011
QRM June 2006 - January 2008
Quantitative Risk Management 2006 - 2008
Bank of America 2002 - 2006
Cysive 1990 - 2000
Education
Northwestern University
Apervita, Inc. April 2013 - Present
DRW Trading Group January 2008 - March 2013
DRW Holdings 2008 - March 2011
QRM June 2006 - January 2008
Quantitative Risk Management 2006 - 2008
Bank of America 2002 - 2006
Cysive 1990 - 2000
Education
Northwestern University
Emily O'Grady's Bank of America Experience 2001 - 2003
Job Vice President, Customer Solutions at Asurion
Industry Management Consulting
Experience
Asurion September 2015 - Present
McKinsey & Company 2008 - 2012
Telephia 2005 - 2007
Bank of America 2001 - 2003
Skills
Strategy, Business Strategy, Management Consulting, Analytics, Financial Modeling, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Entrepreneurship, Social Enterprise, Finance
Southern Methodist University 1997 — 2001
BBA, Finance, French, European Studies
Jackson Academy
Asurion September 2015 - Present
McKinsey & Company 2008 - 2012
Telephia 2005 - 2007
Bank of America 2001 - 2003
Skills
Strategy, Business Strategy, Management Consulting, Analytics, Financial Modeling, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Entrepreneurship, Social Enterprise, Finance
Southern Methodist University 1997 — 2001
BBA, Finance, French, European Studies
Jackson Academy
Amanda Gimble's Bank of America Experience 1978 - 1983
Job Senior Vice President, Strategic Initiatives
Industry Philanthropy
Experience
Safe Water Network October 2008 - Present
Non-profits 2006 - 2009
Merrill Lynch 1987 - 2001
Merrill Lynch 1987 - 1990
Bank of America 1978 - 1983
Skills
Non-profits, Strategic Planning, Strategy, Business Strategy, Program Management, Fundraising
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Management, Finance and Marketing
Safe Water Network October 2008 - Present
Non-profits 2006 - 2009
Merrill Lynch 1987 - 2001
Merrill Lynch 1987 - 1990
Bank of America 1978 - 1983
Skills
Non-profits, Strategic Planning, Strategy, Business Strategy, Program Management, Fundraising
Education
Northwestern University - Kellogg School of Management 1983 — 1985
Master of Management, Finance and Marketing
Christie Davis's Bank of America Experience April 2009 - November 2012
Job SVP/Relationship Manager Healthcare Financial Services at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2012 - Present
Bank of America April 2009 - November 2012
Bank of America October 2007 - April 2009
LaSalle Bank N.A. January 2005 - October 2007
LaSalle Bank 2001 - 2005
Duff & Phelps 1999 - 2001
First Chicago Corporation 1992 - 1999
Skills
Leveraged Finance, Credit, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Commercial Lending, Strategic Planning, Financial Modeling, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Accounting
Wells Fargo November 2012 - Present
Bank of America April 2009 - November 2012
Bank of America October 2007 - April 2009
LaSalle Bank N.A. January 2005 - October 2007
LaSalle Bank 2001 - 2005
Duff & Phelps 1999 - 2001
First Chicago Corporation 1992 - 1999
Skills
Leveraged Finance, Credit, Commercial Banking, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Loans, Risk Management, Commercial Lending, Strategic Planning, Financial Modeling, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Accounting
Ann Marie Mitchell Wright's Bank of America Experience 1996 - January 2002
Job Managing Director / Head; Compliance & Supervision at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets November 2014 - Present
BMO Capital Markets September 2013 - October 2014
BMO Capital Markets December 2012 - September 2013
BMO Capital Markets January 2006 - December 2012
BMO Harris Bank 2002 - 2004
BMO Harris Bank 2002 - 2004
Bank of America 1996 - January 2002
GE Capital June 1991 - April 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MS, Finance and Management Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Finance
St. Ignatius College Prep
BMO Capital Markets November 2014 - Present
BMO Capital Markets September 2013 - October 2014
BMO Capital Markets December 2012 - September 2013
BMO Capital Markets January 2006 - December 2012
BMO Harris Bank 2002 - 2004
BMO Harris Bank 2002 - 2004
Bank of America 1996 - January 2002
GE Capital June 1991 - April 1996
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MS, Finance and Management Strategy
University of Illinois at Urbana-Champaign 1986 — 1990
B.S., Finance
St. Ignatius College Prep
Nora Curry's Bank of America Experience September 1997 - September 1998
Job Economic Development and Public Policy Professional
Industry Government Administration
Experience
City of Chicago Department of Housing and Economic Development November 2010 - Present
City of Chicago Department of Planning and Development November 2004 - November 2010
City of Chicago Department of Planning and Development October 1998 - November 2004
Bank of America September 1997 - September 1998
State of Maryland September 1995 - August 1997
Skills
Economic Development, Public Policy, Community Development, Local Government, Policy Analysis, Redevelopment, Grants, Government, Land Use, Land Use Planning, Policy, Community Outreach, Urban Planning, Sustainability, Public Management, Public Speaking, Grant Writing, Zoning, Strategic Planning, Nonprofits, Leadership, Historic Preservation, Public Administration, Program Management, Public Relations, Public/private..., Research, Fundraising
Education
National Development Council 2012 — 2013
Certified Economic Development Finance Professional
University of Chicago, Harris School of Public Policy 1993 — 1995
Master of Arts, Public Policy Studies; urban poverty and inequality
Northwestern University 1988 — 1992
Bachelor of Arts, History
Overland High School 1984 — 1988
Diploma
City of Chicago Department of Housing and Economic Development November 2010 - Present
City of Chicago Department of Planning and Development November 2004 - November 2010
City of Chicago Department of Planning and Development October 1998 - November 2004
Bank of America September 1997 - September 1998
State of Maryland September 1995 - August 1997
Skills
Economic Development, Public Policy, Community Development, Local Government, Policy Analysis, Redevelopment, Grants, Government, Land Use, Land Use Planning, Policy, Community Outreach, Urban Planning, Sustainability, Public Management, Public Speaking, Grant Writing, Zoning, Strategic Planning, Nonprofits, Leadership, Historic Preservation, Public Administration, Program Management, Public Relations, Public/private..., Research, Fundraising
Education
National Development Council 2012 — 2013
Certified Economic Development Finance Professional
University of Chicago, Harris School of Public Policy 1993 — 1995
Master of Arts, Public Policy Studies; urban poverty and inequality
Northwestern University 1988 — 1992
Bachelor of Arts, History
Overland High School 1984 — 1988
Diploma
Brett Ehrlich's Bank of America Experience June 2002 - April 2005
Job SVP Home Lending Digital Servicing at Wells Fargo
Industry Internet
Experience
Wells Fargo June 2014 - Present
Wells Fargo July 2008 - June 2014
Wells Fargo April 2005 - July 2008
Bank of America June 2002 - April 2005
KANA (formerly Broadbase Software) 1999 - 2002
Ernst & Young Consulting 1995 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Analytics, Financial Services, Banking, Customer Experience, Product Management, Segmentation, Portfolio Management, Customer Acquisition, SaaS, Mergers, Strategic Partnerships, Strategy, Business Strategy, Cross-functional Team..., Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
University of California, Berkeley 1986 — 1990
BA
Wells Fargo June 2014 - Present
Wells Fargo July 2008 - June 2014
Wells Fargo April 2005 - July 2008
Bank of America June 2002 - April 2005
KANA (formerly Broadbase Software) 1999 - 2002
Ernst & Young Consulting 1995 - 1999
KPMG Peat Marwick 1990 - 1993
Skills
Analytics, Financial Services, Banking, Customer Experience, Product Management, Segmentation, Portfolio Management, Customer Acquisition, SaaS, Mergers, Strategic Partnerships, Strategy, Business Strategy, Cross-functional Team..., Vendor Management
Education
Northwestern University - Kellogg School of Management 1993 — 1995
MBA
University of California, Berkeley 1986 — 1990
BA
Jennifer Gemma's Bank of America Experience April 2008 - December 2009
Job Director, Head of Personal & Commercial Banking US Operational Risk at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank December 2009 - Present
Bank of America April 2008 - December 2009
ABN AMRO March 2005 - April 2008
PricewaterhouseCoopers LLP August 2000 - December 2004
Skills
Banking, Business Continuity..., Credit Risk, Enterprise Risk..., Operational Risk..., Risk Management, Commercial Banking, Corporate Finance, Credit, Management, Operational Risk, Portfolio Management, Strategy, Valuation
Education
Northwestern University
BA, Mathematical Methods in the Social Sciences and Economics
Ohio State University
MBA, Finance and Marketing
BMO Harris Bank December 2009 - Present
Bank of America April 2008 - December 2009
ABN AMRO March 2005 - April 2008
PricewaterhouseCoopers LLP August 2000 - December 2004
Skills
Banking, Business Continuity..., Credit Risk, Enterprise Risk..., Operational Risk..., Risk Management, Commercial Banking, Corporate Finance, Credit, Management, Operational Risk, Portfolio Management, Strategy, Valuation
Education
Northwestern University
BA, Mathematical Methods in the Social Sciences and Economics
Ohio State University
MBA, Finance and Marketing
Jonathan Herpel, CFA's Bank of America Experience 1993 - 1999
Job Managing Director, Portfolio Manager at US Trust
Industry Investment Management
Experience
US Trust March 2010 - Present
Deutsche Bank October 2007 - November 2009
Citigroup Asset Management October 2002 - June 2007
Citigroup December 1999 - October 2002
Bank of America 1993 - 1999
Education
Northwestern University 1988 — 1992
BA, Economics
US Trust March 2010 - Present
Deutsche Bank October 2007 - November 2009
Citigroup Asset Management October 2002 - June 2007
Citigroup December 1999 - October 2002
Bank of America 1993 - 1999
Education
Northwestern University 1988 — 1992
BA, Economics
Brian Vereb's Bank of America Experience October 2007 - March 2008
Job Financial Analyst at Huntington National Bank
Industry Banking
Experience
Huntington National Bank June 2014 - Present
The PrivateBank and Trust Company March 2008 - June 2014
Bank of America October 2007 - March 2008
LaSalle Bank Corporation / ABN AMRO 2005 - 2007
LaSalle Bank Corporation June 2004 - March 2006
Skills
Capital Markets, Commercial Lending, Banking, Credit Analysis, Loans, Portfolio Management, Credit, Commercial Banking, Financial Analysis, Treasury Management, Credit Risk, Financial Modeling, Underwriting, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Asset Managment, Middle Market, Financial Risk, Finance, Valuation, Cash Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance
University of Michigan 2000 — 2004
Bachelor of Science (BS), Economics
Huntington National Bank June 2014 - Present
The PrivateBank and Trust Company March 2008 - June 2014
Bank of America October 2007 - March 2008
LaSalle Bank Corporation / ABN AMRO 2005 - 2007
LaSalle Bank Corporation June 2004 - March 2006
Skills
Capital Markets, Commercial Lending, Banking, Credit Analysis, Loans, Portfolio Management, Credit, Commercial Banking, Financial Analysis, Treasury Management, Credit Risk, Financial Modeling, Underwriting, Corporate Finance, Derivatives, Investment Banking, Fixed Income, Asset Managment, Middle Market, Financial Risk, Finance, Valuation, Cash Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (MBA), Finance
University of Michigan 2000 — 2004
Bachelor of Science (BS), Economics
Denise Kenny's Bank of America Experience May 2008 - Present
Job Director, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America May 2008 - Present
Banc of America Securities May 2005 - May 2008
Citi July 1997 - May 2005
Baxter International Inc. 1986 - 1997
Skills
Investments, Trading, Fixed Income, Valuation, Management, Credit, Portfolio Management, Strategic Planning, Financial Modeling, Financial Analysis, Capital Markets, Sales, Equities, Asset Management, Leadership, Direct Sales
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance, Marketing, Healthcare
University of Illinois at Urbana-Champaign 1982 — 1986
B.S. Business Administration, Marketing, Finance
Bank of America May 2008 - Present
Banc of America Securities May 2005 - May 2008
Citi July 1997 - May 2005
Baxter International Inc. 1986 - 1997
Skills
Investments, Trading, Fixed Income, Valuation, Management, Credit, Portfolio Management, Strategic Planning, Financial Modeling, Financial Analysis, Capital Markets, Sales, Equities, Asset Management, Leadership, Direct Sales
Education
Northwestern University - Kellogg School of Management 1994 — 1997
Masters of Management, Finance, Marketing, Healthcare
University of Illinois at Urbana-Champaign 1982 — 1986
B.S. Business Administration, Marketing, Finance
Ping Zhou's Bank of America Experience June 2010 - Present
Job Director at Bank of America
Industry Capital Markets
Experience
Bank of America June 2010 - Present
RBS Global Banking & Markets 2009 - June 2010
RBS Greenwich Capital January 2006 - June 2010
Royal Bank of Scotland January 2006 - June 2010
The World Bank July 2002 - January 2006
Instinet Fixed Income July 2000 - May 2002
Deutsche Bank July 1998 - July 2000
BankBoston 1996 - 1998
Skills
Rates, Options, Derivatives, Fixed Income, Trading Systems, Portfolio Management, Interest Rate..., Credit Derivatives, Electronic Trading, Quantitative Finance, Equity Derivatives, Financial Modeling, SDLC, Market Data, FX Options, Structured Products
Education
Northwestern University
Ph.D., Physics
University of Science and Technology of China
M.S., Physics
Bank of America June 2010 - Present
RBS Global Banking & Markets 2009 - June 2010
RBS Greenwich Capital January 2006 - June 2010
Royal Bank of Scotland January 2006 - June 2010
The World Bank July 2002 - January 2006
Instinet Fixed Income July 2000 - May 2002
Deutsche Bank July 1998 - July 2000
BankBoston 1996 - 1998
Skills
Rates, Options, Derivatives, Fixed Income, Trading Systems, Portfolio Management, Interest Rate..., Credit Derivatives, Electronic Trading, Quantitative Finance, Equity Derivatives, Financial Modeling, SDLC, Market Data, FX Options, Structured Products
Education
Northwestern University
Ph.D., Physics
University of Science and Technology of China
M.S., Physics
Robert Midford's Bank of America Experience March 1996 - January 2003
Job IT/Telecom Contracts Manager
Industry Information Technology and Services
Experience
Wells Fargo August 2010 - Present
Virginia Information Technologies Agency October 2007 - August 2010
Capital One December 2004 - October 2007
Circuit City Stores July 2004 - December 2004
Electronic Data Systems February 2003 - July 2004
Bank of America March 1996 - January 2003
Virginia Lawyers Weekly May 1991 - January 1996
Federal Computer Week June 1988 - May 1990
Ashton-Tate Corp. August 1987 - June 1988
Skills
Contract Negotiation, Telecommunications..., Vendor Management, Supplier Management, Software Licensing, Negotiation, Telecommunications, Purchasing, Risk Management, Cross-functional Team..., Telecommunications..., Procurement, Supply Management, Strategy, Strategic Sourcing, Mergers & Acquisitions, Contract Law, Integration, Management, Program Management, Contractual Agreements, Strategic Negotiations, Process Improvement
Education
The College of William and Mary - Marshall Wythe Law School 1990 — 1993
Juris Doctor, Law
Northwestern University 1983 — 1987
BSJ (Medill School of Journalism), Journalism, minor concentration in History.
Palos Verdes High School 1979 — 1983
Diploma, College prep
Wells Fargo August 2010 - Present
Virginia Information Technologies Agency October 2007 - August 2010
Capital One December 2004 - October 2007
Circuit City Stores July 2004 - December 2004
Electronic Data Systems February 2003 - July 2004
Bank of America March 1996 - January 2003
Virginia Lawyers Weekly May 1991 - January 1996
Federal Computer Week June 1988 - May 1990
Ashton-Tate Corp. August 1987 - June 1988
Skills
Contract Negotiation, Telecommunications..., Vendor Management, Supplier Management, Software Licensing, Negotiation, Telecommunications, Purchasing, Risk Management, Cross-functional Team..., Telecommunications..., Procurement, Supply Management, Strategy, Strategic Sourcing, Mergers & Acquisitions, Contract Law, Integration, Management, Program Management, Contractual Agreements, Strategic Negotiations, Process Improvement
Education
The College of William and Mary - Marshall Wythe Law School 1990 — 1993
Juris Doctor, Law
Northwestern University 1983 — 1987
BSJ (Medill School of Journalism), Journalism, minor concentration in History.
Palos Verdes High School 1979 — 1983
Diploma, College prep
Bob Michell's Bank of America Experience May 1981 - July 1984
Job Owner, RDM McDonald's
Industry Restaurants
Experience
RDM McDonald's May 1992 - Present
Bank of America May 1981 - July 1984
Skills
Customer Insight, Marketing Research, Financial Modeling, Marketing Strategy, Market Research, Marketing, Mergers & Acquisitions, Strategic Planning, Business Strategy, Portfolio Management, Equities, Bloomberg, Investments, Trading, Financial Analysis, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MM, Finance
The University of Chicago 1976 — 1980
B.A., Economics
RDM McDonald's May 1992 - Present
Bank of America May 1981 - July 1984
Skills
Customer Insight, Marketing Research, Financial Modeling, Marketing Strategy, Market Research, Marketing, Mergers & Acquisitions, Strategic Planning, Business Strategy, Portfolio Management, Equities, Bloomberg, Investments, Trading, Financial Analysis, Microsoft Excel
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MM, Finance
The University of Chicago 1976 — 1980
B.A., Economics
Jefferson George's Bank of America Experience May 2014 - Present
Job Senior Vice President, Corporate Communications at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
Bank of America July 2011 - May 2014
Bank of America March 2011 - July 2011
Bank of America July 2009 - March 2011
The Charlotte Observer August 2005 - July 2009
Development Counsellors International 2001 - 2005
Lexington Herald-Leader 1997 - 2001
The Chattanooga Times 1995 - 1997
Skills
Media Relations, Public Relations, Internal Communications, Editing, Research, Newspaper, Press Releases, Journalism, Crisis Communications, Storytelling, Marketing, Speech Writing, Leadership, Strategic Communications, Magazines, Corporate Communications, Writing, Publications, Copy Editing, Interviews, New Media, Marketing Communications, Newsletters, Newspapers, Copywriting
Education
Northwestern University 1991 — 1995
Bachelor of Science (B.S.), Journalism
Bank of America May 2014 - Present
Bank of America July 2011 - May 2014
Bank of America March 2011 - July 2011
Bank of America July 2009 - March 2011
The Charlotte Observer August 2005 - July 2009
Development Counsellors International 2001 - 2005
Lexington Herald-Leader 1997 - 2001
The Chattanooga Times 1995 - 1997
Skills
Media Relations, Public Relations, Internal Communications, Editing, Research, Newspaper, Press Releases, Journalism, Crisis Communications, Storytelling, Marketing, Speech Writing, Leadership, Strategic Communications, Magazines, Corporate Communications, Writing, Publications, Copy Editing, Interviews, New Media, Marketing Communications, Newsletters, Newspapers, Copywriting
Education
Northwestern University 1991 — 1995
Bachelor of Science (B.S.), Journalism
Andrew Lange's Bank of America Experience 2006 - 2009
Job Director, Results Physiotherapy
Industry Hospital & Health Care
Experience
Results Physiotherapy 2015 - Present
AIM Specialty Health 2013 - 2015
AIM Specialty Health 2011 - 2013
Water Street Healthcare Partners 2009 - 2011
Bank of America 2006 - 2009
Skills
Healthcare, Management, Investment Banking, Private Equity, Business Strategy, Finance, Management Consulting, Strategy, Strategic Financial..., Process Management, Mergers & Acquisitions, Analysis, Corporate Finance, Financial Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
University of Rochester 2002 — 2006
B.A., Economics, Political Science
Results Physiotherapy 2015 - Present
AIM Specialty Health 2013 - 2015
AIM Specialty Health 2011 - 2013
Water Street Healthcare Partners 2009 - 2011
Bank of America 2006 - 2009
Skills
Healthcare, Management, Investment Banking, Private Equity, Business Strategy, Finance, Management Consulting, Strategy, Strategic Financial..., Process Management, Mergers & Acquisitions, Analysis, Corporate Finance, Financial Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
University of Rochester 2002 — 2006
B.A., Economics, Political Science
Brent Kozel's Bank of America Experience September 2010 - Present
Job Vice President at Bank of America
Industry Investment Management
Experience
Bank of America September 2010 - Present
Svoboda Capital Partners LLC February 2010 - September 2010
Mercer September 2007 - June 2009
Morningstar February 2003 - September 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Marketing
Williams College 1998 — 2002
BA, Economics, History
Bank of America September 2010 - Present
Svoboda Capital Partners LLC February 2010 - September 2010
Mercer September 2007 - June 2009
Morningstar February 2003 - September 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Marketing
Williams College 1998 — 2002
BA, Economics, History
Barbara Hall's Bank of America Experience 1994 - 1999
Job President, Addison Clark Advisors, Inc.
Industry Commercial Real Estate
Experience
Addison Clark Advisors Inc. March 2012 - Present
CenTrust Bank October 2014 - Present
CCM Commercial Mortgage June 2012 - October 2014
Loan Management Solutions 2013 - 2014
GE Real Estate May 2006 - March 2012
MetLife Real Estate Investments January 1999 - May 2005
Bank of America 1994 - 1999
MassMutual 1988 - 1994
Standard Chartered Bank 1985 - 1987
Continental Bank of Illinois 1977 - 1985
Skills
Business Relationship..., Asset Management, Cold Calling, Underwriting, Due Diligence, Portfolio Management, Portfolio Strategy, Market Research, Turnarounds, Start-ups, Deal Structuring, Closing Deals, Valuation, Capital Markets, Bank Credit Management, Loan Review, Compliance, Regulatory Analysis, REO Asset sales/..., Loan Work-outs, Asset Managment, Loans, Turn Around Management, Credit Risk, Commercial Credit..., Borrower Advocacy, Deal Closure, Structured Finance, Credit, Commercial Real Estate, Disposition, CMBS, Construction Loans, Relationship Management, Appraisals, REO, Commercial Mortgages, Mortgage Lending, Commercial Lending, Loan Origination, Real Estate Economics, Finance, Real Estate Financing, Real Estate, Dispositions
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of California, Santa Barbara 1965 — 1969
BA, English, Urban History
Addison Clark Advisors Inc. March 2012 - Present
CenTrust Bank October 2014 - Present
CCM Commercial Mortgage June 2012 - October 2014
Loan Management Solutions 2013 - 2014
GE Real Estate May 2006 - March 2012
MetLife Real Estate Investments January 1999 - May 2005
Bank of America 1994 - 1999
MassMutual 1988 - 1994
Standard Chartered Bank 1985 - 1987
Continental Bank of Illinois 1977 - 1985
Skills
Business Relationship..., Asset Management, Cold Calling, Underwriting, Due Diligence, Portfolio Management, Portfolio Strategy, Market Research, Turnarounds, Start-ups, Deal Structuring, Closing Deals, Valuation, Capital Markets, Bank Credit Management, Loan Review, Compliance, Regulatory Analysis, REO Asset sales/..., Loan Work-outs, Asset Managment, Loans, Turn Around Management, Credit Risk, Commercial Credit..., Borrower Advocacy, Deal Closure, Structured Finance, Credit, Commercial Real Estate, Disposition, CMBS, Construction Loans, Relationship Management, Appraisals, REO, Commercial Mortgages, Mortgage Lending, Commercial Lending, Loan Origination, Real Estate Economics, Finance, Real Estate Financing, Real Estate, Dispositions
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Accounting
University of California, Santa Barbara 1965 — 1969
BA, English, Urban History
Ann Lohmeier's Bank of America Experience September 1996 - October 1997
Job Credit Manager Modeling & Analytics at Nothern Trust
Industry Financial Services
Experience
Nothern Trust April 2009 - Present
Harris Bank May 2008 - March 2009
Merrill Lynch 2003 - 2008
GE Capital August 2002 - April 2003
Heller Financial October 1997 - August 2002
Bank of America September 1996 - October 1997
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1984 — 1988
BS
Nothern Trust April 2009 - Present
Harris Bank May 2008 - March 2009
Merrill Lynch 2003 - 2008
GE Capital August 2002 - April 2003
Heller Financial October 1997 - August 2002
Bank of America September 1996 - October 1997
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1984 — 1988
BS
Kirsten Mecklenburg Turner's Bank of America Experience 2003 - 2003
Job Director of Transformation Services at Virginia Mason Institute
Industry Hospital & Health Care
Experience
Virginia Mason Institute May 2014 - Present
Deloitte Consulting 1998 - April 2014
Bank of America 2003 - 2003
DDS, Inc 1996 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Enterprise Sustainability, International Business, Operations
Northwestern University
BA
Virginia Mason Institute May 2014 - Present
Deloitte Consulting 1998 - April 2014
Bank of America 2003 - 2003
DDS, Inc 1996 - 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Enterprise Sustainability, International Business, Operations
Northwestern University
BA
Kristin McLean's Bank of America Experience January 2010 - Present
Job Treasury Management Sales Officer at Bank of America
Industry Banking
Experience
Bank of America January 2010 - Present
Bank of America May 2008 - January 2010
Bank of America November 2004 - May 2008
Bank of America July 2001 - November 2004
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Commercial Banking, Liquidity Management, Relationship Management
Education
Northwestern University 1996 — 2000
Communication and Media Studies
Bank of America January 2010 - Present
Bank of America May 2008 - January 2010
Bank of America November 2004 - May 2008
Bank of America July 2001 - November 2004
Skills
Treasury Management, Cash Management, Treasury Services, Banking, Commercial Banking, Liquidity Management, Relationship Management
Education
Northwestern University 1996 — 2000
Communication and Media Studies
Leslie Zimprich's Bank of America Experience June 2013 - Present
Job Vice President, Design and Development, Global Learning at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Alorica, Inc November 2008 - May 2013
Countrywide/Bank of America June 2007 - November 2008
Sitel 2001 - 2003
MCI 1993 - 2002
Skills
Call Center Development, Performance Management, Customer Experience, Vendor Management, Workforce Management, Employee Relations, Call Center, Training, Process Improvement, Organizational..., Management Development, Organizational..., Learning Management, Instructional Design, Change Management, Succession Planning, Strategy, Call Centers, Outsourcing, Leadership, Customer Satisfaction, Employee Engagement, Onboarding, BPO, Talent Management, Employee Training, Talent Acquisition, Performance Improvement, Human Resources
Education
Northwestern 1987 — 1991
Bachelor of Arts (B.A.), Education
Bank of America June 2013 - Present
Alorica, Inc November 2008 - May 2013
Countrywide/Bank of America June 2007 - November 2008
Sitel 2001 - 2003
MCI 1993 - 2002
Skills
Call Center Development, Performance Management, Customer Experience, Vendor Management, Workforce Management, Employee Relations, Call Center, Training, Process Improvement, Organizational..., Management Development, Organizational..., Learning Management, Instructional Design, Change Management, Succession Planning, Strategy, Call Centers, Outsourcing, Leadership, Customer Satisfaction, Employee Engagement, Onboarding, BPO, Talent Management, Employee Training, Talent Acquisition, Performance Improvement, Human Resources
Education
Northwestern 1987 — 1991
Bachelor of Arts (B.A.), Education
Lori Collins's Bank of America Experience October 1996 - December 1999
Job Strategic Advisor, Emerging Ventures
Industry Financial Services
Experience
Charlotte Angel Fund March 2014 - August 2015
CLT Joules October 2013 - August 2015
Abundant Power Group April 2010 - September 2012
LendingTree/IAC February 2000 - June 2007
Bank of America October 1996 - December 1999
Fidelity Investments December 1991 - October 1996
American Express Company August 1986 - December 1991
Education
Northwestern University - Kellogg School of Management 1985 — 1986
MBA
University of North Carolina at Chapel Hill 1978 — 1982
BS
The University of Edinburgh
Master’s Degree
US Army War College
Charlotte Angel Fund March 2014 - August 2015
CLT Joules October 2013 - August 2015
Abundant Power Group April 2010 - September 2012
LendingTree/IAC February 2000 - June 2007
Bank of America October 1996 - December 1999
Fidelity Investments December 1991 - October 1996
American Express Company August 1986 - December 1991
Education
Northwestern University - Kellogg School of Management 1985 — 1986
MBA
University of North Carolina at Chapel Hill 1978 — 1982
BS
The University of Edinburgh
Master’s Degree
US Army War College
Steve DePalma's Bank of America Experience 1986 - 1988
Job Business Development and Management
Industry Printing
Experience
Stranco Inc. 2003 - Present
West Advertising 1989 - 2002
Manufacturers Hanover Trust 1988 - 1989
Bank of America 1986 - 1988
Westinghouse Electric Company 1982 - 1984
Education
University of California, Berkeley 1984 — 1986
MBA, Finance, Marketing
Northwestern University 1978 — 1982
BSME, Mechanical Engineerng
Stranco Inc. 2003 - Present
West Advertising 1989 - 2002
Manufacturers Hanover Trust 1988 - 1989
Bank of America 1986 - 1988
Westinghouse Electric Company 1982 - 1984
Education
University of California, Berkeley 1984 — 1986
MBA, Finance, Marketing
Northwestern University 1978 — 1982
BSME, Mechanical Engineerng
Janice Reedus MBA's Bank of America Experience March 1985 - May 2003
Job Director of Business & Auxiliary Services at Joliet Junior College
Industry Higher Education
Experience
Joliet Junior College March 2013 - Present
State of Illinois Teachers' Retirement System July 2009 - July 2013
Fenwick High School 2006 - 2010
Bank of America March 1985 - May 2003
Skills
Operations Management, Client Services, Budgeting, Performance Management, Change Management, Talent Management, HR Policies, Succession Planning, Coaching, Payroll, Workforce Planning, Leadership Development, Employee Relations, Organizational..., Process Consultation, Financial Aid, Customer Relations, Workflow Analysis, Non-profit..., Expense Control, Turnaround Experience, Facilities Management, Employee Evaluation, Audit Committee, Operational Controls, Business Operations..., Budget Formulation, Budget Oversight, Multi-Site Operations, Customer Experience..., Process Transformation, Financial Managment, Mentoring Of Staff, Financial Administration, Personnel Leadership, Forecasting, Strategic Planning, Process Improvement, Budget Management, Team Building, Financial Management, Organizational..., Mentoring, Leadership, Operational Control, Budgets, Budget Process, Cash Management, Financial Services, Risk Management
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Masters of Business Administration, Management, Finance, Human Resources
Joliet Junior College March 2013 - Present
State of Illinois Teachers' Retirement System July 2009 - July 2013
Fenwick High School 2006 - 2010
Bank of America March 1985 - May 2003
Skills
Operations Management, Client Services, Budgeting, Performance Management, Change Management, Talent Management, HR Policies, Succession Planning, Coaching, Payroll, Workforce Planning, Leadership Development, Employee Relations, Organizational..., Process Consultation, Financial Aid, Customer Relations, Workflow Analysis, Non-profit..., Expense Control, Turnaround Experience, Facilities Management, Employee Evaluation, Audit Committee, Operational Controls, Business Operations..., Budget Formulation, Budget Oversight, Multi-Site Operations, Customer Experience..., Process Transformation, Financial Managment, Mentoring Of Staff, Financial Administration, Personnel Leadership, Forecasting, Strategic Planning, Process Improvement, Budget Management, Team Building, Financial Management, Organizational..., Mentoring, Leadership, Operational Control, Budgets, Budget Process, Cash Management, Financial Services, Risk Management
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Masters of Business Administration, Management, Finance, Human Resources
Anderson Hopson's Bank of America Experience 1993 - 1997
Job Owner, AHSLS
Industry Financial Services
Experience
AHSLS October 1997 - Present
La Salle Bank 2004 - 2007
GMAC 2001 - 2003
Bank of America 1993 - 1997
Continental Bank 1990 - 1995
Education
Northwestern University - Kellogg School of Management 1989 — 1993
Masters, Finance
Oklahoma State University 1971 — 1975
BS, Accounting
AHSLS October 1997 - Present
La Salle Bank 2004 - 2007
GMAC 2001 - 2003
Bank of America 1993 - 1997
Continental Bank 1990 - 1995
Education
Northwestern University - Kellogg School of Management 1989 — 1993
Masters, Finance
Oklahoma State University 1971 — 1975
BS, Accounting
Krystle Kim's Bank of America Experience June 2006 - June 2008
Job Director of Operations at Great Lakes Academy Charter School
Industry Education Management
Experience
Great Lakes Academy Charter School March 2014 - Present
LEARN Charter School September 2010 - June 2012
Adams Street Partners August 2008 - August 2010
Bank of America June 2006 - June 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
BA, Economics, Mathematic Methods in the Social Sciences
Great Lakes Academy Charter School March 2014 - Present
LEARN Charter School September 2010 - June 2012
Adams Street Partners August 2008 - August 2010
Bank of America June 2006 - June 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
BA, Economics, Mathematic Methods in the Social Sciences
Robert Lu's Bank of America Experience April 2010 - December 2013
Job Senior Manager at Burger King Corporation
Industry Financial Services
Experience
Burger King Corporation May 2014 - Present
Bank of America April 2010 - December 2013
Kaufman Hall June 2008 - April 2010
Wells Fargo June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Data Analysis, Bloomberg, Corporate Finance, Capital Markets, Economics
Education
Northwestern University 2004 — 2008
BA, Economics
Burger King Corporation May 2014 - Present
Bank of America April 2010 - December 2013
Kaufman Hall June 2008 - April 2010
Wells Fargo June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Data Analysis, Bloomberg, Corporate Finance, Capital Markets, Economics
Education
Northwestern University 2004 — 2008
BA, Economics
Rick Larder's Bank of America Experience January 1994 - Present
Job Senior Finance Manager at US Trust, Bank of America Private Wealth Management.
Industry Financial Services
Experience
Bank of America January 1994 - Present
Partnership Securities Exchange, Inc. 1985 - 1993
Skills
Capital Markets, Corporate Finance, Banking, Fixed Income, Business Strategy, Finance, Budgets, Financial Reporting, Treasury Management, Strategy, Financial Modeling, Cash Management, Leadership, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1989 — 1991
M.B.A., Finance
Northwestern University 1981 — 1985
BA, Economics
Bank of America January 1994 - Present
Partnership Securities Exchange, Inc. 1985 - 1993
Skills
Capital Markets, Corporate Finance, Banking, Fixed Income, Business Strategy, Finance, Budgets, Financial Reporting, Treasury Management, Strategy, Financial Modeling, Cash Management, Leadership, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 1989 — 1991
M.B.A., Finance
Northwestern University 1981 — 1985
BA, Economics
Cynthia Bowman's Bank of America Experience February 2013 - Present
Job SVP, Leadership Development and Diversity and Inclusion at Bank of America
Industry Human Resources
Experience
Bank of America February 2013 - Present
Bank of America March 2007 - Present
Accenture January 1999 - March 2007
AT&T 1992 - 1996
Skills
Organizational..., Leadership Development, Human Resources, Training, Diversity & Inclusion, Personnel Management, Mergers & Acquisitions, Employee Engagement, Organizational Design, Performance Management, Succession Planning, Talent Management, Workforce Planning, Onboarding, Change Management, Organizational..., Leadership, Strategic Planning, Program Management
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Organization Behavior
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Bachelor of Industrial Engineering
Spelman College 1987 — 1991
Bachelor of Science, Computer Science
Bank of America February 2013 - Present
Bank of America March 2007 - Present
Accenture January 1999 - March 2007
AT&T 1992 - 1996
Skills
Organizational..., Leadership Development, Human Resources, Training, Diversity & Inclusion, Personnel Management, Mergers & Acquisitions, Employee Engagement, Organizational Design, Performance Management, Succession Planning, Talent Management, Workforce Planning, Onboarding, Change Management, Organizational..., Leadership, Strategic Planning, Program Management
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Organization Behavior
Georgia Institute of Technology - Georgia Tech College of Management 1990 — 1992
Bachelor of Industrial Engineering
Spelman College 1987 — 1991
Bachelor of Science, Computer Science
Jeff Kinzel's Bank of America Experience 1991 - 2004
Job Managing Director, CoFounder at CK Advisors LLC
Industry Investment Management
Experience
CK Advisors LLC 2006 - Present
CK Advisors LLC 2006 - Present
Bank of America 1991 - 2004
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Michigan Law School 1980 — 1983
JD
Northwestern University 1975 — 1979
BA, Philosophy
CK Advisors LLC 2006 - Present
CK Advisors LLC 2006 - Present
Bank of America 1991 - 2004
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
University of Michigan Law School 1980 — 1983
JD
Northwestern University 1975 — 1979
BA, Philosophy
John Ragalis, CFA FRM's Bank of America Experience August 2002 - Present
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America August 2002 - Present
55 Liberty St Board 2002 - 2005
Bank of New York Mellon May 2000 - August 2002
Citadel Investment Group April 1998 - March 2000
JPMorgan February 1997 - April 1998
Summit Systems February 1996 - February 1997
Credit Suisse 1993 - 1996
Citadel Investment Group January 1992 - March 1993
IBM February 1986 - January 1992
Skills
Capital Markets, Risk Management, Trading, Risk, Fixed Income, Derivatives, Equity Derivatives, Options, Financial Modeling, Trading Systems, Credit Derivatives, Financial Risk, Equities, Interest Rate..., Swaps, Quantitative Finance, Prime Brokerage, Investment Banking, Hedge Funds, Market Risk, Middle Office, Market Data, Securities, Bloomberg, Financial Markets, FX Options, Bonds, Portfolio Management, Asset Managment, Credit Risk, Electronic Trading, Alternative Investments, Collateral Management, Counterparty Risk, Reference Data, Emerging Markets, Commodity, MBS, ABS, Operational Risk, Basel II, Back Office, Credit, Valuation, Dodd-Frank, Financial Services, CDS, Sybase, Structured Products, Economic Capital
Education
Northwestern University
MS, Electrical Engineering
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, FInance
Trinity College-Hartford 1980 — 1984
BS Engineering
Bank of America August 2002 - Present
55 Liberty St Board 2002 - 2005
Bank of New York Mellon May 2000 - August 2002
Citadel Investment Group April 1998 - March 2000
JPMorgan February 1997 - April 1998
Summit Systems February 1996 - February 1997
Credit Suisse 1993 - 1996
Citadel Investment Group January 1992 - March 1993
IBM February 1986 - January 1992
Skills
Capital Markets, Risk Management, Trading, Risk, Fixed Income, Derivatives, Equity Derivatives, Options, Financial Modeling, Trading Systems, Credit Derivatives, Financial Risk, Equities, Interest Rate..., Swaps, Quantitative Finance, Prime Brokerage, Investment Banking, Hedge Funds, Market Risk, Middle Office, Market Data, Securities, Bloomberg, Financial Markets, FX Options, Bonds, Portfolio Management, Asset Managment, Credit Risk, Electronic Trading, Alternative Investments, Collateral Management, Counterparty Risk, Reference Data, Emerging Markets, Commodity, MBS, ABS, Operational Risk, Basel II, Back Office, Credit, Valuation, Dodd-Frank, Financial Services, CDS, Sybase, Structured Products, Economic Capital
Education
Northwestern University
MS, Electrical Engineering
Northwestern University - Kellogg School of Management 1990 — 1993
MBA, FInance
Trinity College-Hartford 1980 — 1984
BS Engineering
Robert A. Stark's Bank of America Experience 1992 - 2002
Job Managing Director at MP2 Capital, LLC
Industry Financial Services
Experience
MP2 Capital, LLC 2006 - Present
Stark Family Trust 2002 - 2006
Bank of America 1992 - 2002
Equivend Corporation Private Equity 1987 - 1992
Resource Marketing 1979 - 1987
Education
Northwestern University 1966 — 1970
Economics
MP2 Capital, LLC 2006 - Present
Stark Family Trust 2002 - 2006
Bank of America 1992 - 2002
Equivend Corporation Private Equity 1987 - 1992
Resource Marketing 1979 - 1987
Education
Northwestern University 1966 — 1970
Economics
Larry Kozimor's Bank of America Experience 1983 - 1986
Job Project Manager at BART
Industry Transportation/Trucking/Railroad
Experience
Kozimor Associates January 2014 - Present
BART August 1989 - December 2013
Price Waterhouse Management Consultants 1986 - 1989
Bank of America 1983 - 1986
Natomas Company 1982 - 1983
Dornbusch and Company 1978 - 1982
The RAND Corporation 1976 - 1978
Dornbusch and Company 1973 - 1976
Skills
Public Transport, Transportation, Rail, Requirements Analysis, Program Management, Contract Management, Transportation Planning, Project Management, Urban Planning, Light Rail, Project Planning, Traffic Engineering, Government
Education
University of California, Berkeley 1971 — 1971
MCP, Policy Analysis and Program Planning
Northwestern University 1967 — 1971
Bachelor of Science (BS), Industrial Engineering/Operations Research
Kozimor Associates January 2014 - Present
BART August 1989 - December 2013
Price Waterhouse Management Consultants 1986 - 1989
Bank of America 1983 - 1986
Natomas Company 1982 - 1983
Dornbusch and Company 1978 - 1982
The RAND Corporation 1976 - 1978
Dornbusch and Company 1973 - 1976
Skills
Public Transport, Transportation, Rail, Requirements Analysis, Program Management, Contract Management, Transportation Planning, Project Management, Urban Planning, Light Rail, Project Planning, Traffic Engineering, Government
Education
University of California, Berkeley 1971 — 1971
MCP, Policy Analysis and Program Planning
Northwestern University 1967 — 1971
Bachelor of Science (BS), Industrial Engineering/Operations Research
Patricia Slayton's Bank of America Experience June 1996 - May 1998
Job Executive Director at Wise Hope Shelter & Crisis Center
Industry Nonprofit Organization Management
Experience
Wise Hope Shelter & Crisis Center January 2006 - Present
Allied Home Mortgage Capital Corporation March 2001 - January 2006
Bank of America June 1996 - May 1998
Fidelity Mortgage Company 1992 - 1995
Guaranty Federal Savings 1985 - 1989
Fort Worth Mortgage 1979 - 1983
Skills
Community Outreach, Strategic Planning, Customer Service, Government, Marketing Strategy, Team Leadership, Loans, Mortgage Lending, Non-profits, Fundraising, Volunteer Management, Board Development, Grant Writing, Program Development, Grants, Non-profit..., Community Development, Philanthropy, Community Organizing, Leadership Development, Nonprofits, Management, Budgets, Event Management, Public Speaking, Leadership, Training
Education
Northwestern University 1982 — 1984
MBA, Mortgage Banking
The University of Texas at Arlington 1971 — 1975
Business Administration
Wise Hope Shelter & Crisis Center January 2006 - Present
Allied Home Mortgage Capital Corporation March 2001 - January 2006
Bank of America June 1996 - May 1998
Fidelity Mortgage Company 1992 - 1995
Guaranty Federal Savings 1985 - 1989
Fort Worth Mortgage 1979 - 1983
Skills
Community Outreach, Strategic Planning, Customer Service, Government, Marketing Strategy, Team Leadership, Loans, Mortgage Lending, Non-profits, Fundraising, Volunteer Management, Board Development, Grant Writing, Program Development, Grants, Non-profit..., Community Development, Philanthropy, Community Organizing, Leadership Development, Nonprofits, Management, Budgets, Event Management, Public Speaking, Leadership, Training
Education
Northwestern University 1982 — 1984
MBA, Mortgage Banking
The University of Texas at Arlington 1971 — 1975
Business Administration
Mita Jash's Bank of America Experience January 2001 - Present
Job Vice President, Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America January 2001 - Present
Skills
Banking, Capital Markets, Risk Management
Education
Northwestern University
B.A, Biology
Bank of America January 2001 - Present
Skills
Banking, Capital Markets, Risk Management
Education
Northwestern University
B.A, Biology
Kristin McCandlish's Bank of America Experience August 2009 - Present
Job Operations Analyst Derivatives at Bank of America
Industry Financial Services
Experience
Bank of America August 2009 - Present
Skills
Microsoft Excel, PowerPoint
Education
Northwestern University 2005 — 2009
BA, Economics, Business institutions minor
Bank of America August 2009 - Present
Skills
Microsoft Excel, PowerPoint
Education
Northwestern University 2005 — 2009
BA, Economics, Business institutions minor
Harrison Perry's Bank of America Experience June 2002 - February 2007
Job Partner at Interprise Partners
Industry Investment Management
Experience
Interprise Partners May 2013 - Present
EDG Partners, LLC December 2010 - April 2013
Radius Ventures October 2009 - July 2012
Geneva Glen Capital September 2008 - June 2010
CapitalSource Strategic Fund February 2007 - June 2008
Bank of America June 2002 - February 2007
Skills
Financial Modeling, Valuation, Venture Capital, Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 1998 — 2002
BS, Business Administration
Interprise Partners May 2013 - Present
EDG Partners, LLC December 2010 - April 2013
Radius Ventures October 2009 - July 2012
Geneva Glen Capital September 2008 - June 2010
CapitalSource Strategic Fund February 2007 - June 2008
Bank of America June 2002 - February 2007
Skills
Financial Modeling, Valuation, Venture Capital, Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA, Finance
University of North Carolina at Chapel Hill 1998 — 2002
BS, Business Administration
Obie LeFlore's Bank of America Experience June 1998 - August 2001
Job Principal at The New Luther High School and New Hope Elementary School
Industry Education Management
Experience
The New Luther High School and New Hope Elementary School August 2012 - Present
Hales Franciscan High school August 2010 - July 2012
Chicago Public Schools September 2002 - August 2010
Bank of America June 1998 - August 2001
Education
American College of Education 2007 — 2009
Master in Educational, Educational Leadership and Administration, General, Honors
Northwestern University 1973 — 1975
Masters of Management, Marketing, Honors
University of Illinois at Chicago 1971 — 1973
Bachelor of Science Operations Management, Operations Management and Supervision, Honors
School name:
The New Luther High School and New Hope Elementary School August 2012 - Present
Hales Franciscan High school August 2010 - July 2012
Chicago Public Schools September 2002 - August 2010
Bank of America June 1998 - August 2001
Education
American College of Education 2007 — 2009
Master in Educational, Educational Leadership and Administration, General, Honors
Northwestern University 1973 — 1975
Masters of Management, Marketing, Honors
University of Illinois at Chicago 1971 — 1973
Bachelor of Science Operations Management, Operations Management and Supervision, Honors
School name:
J. Carter Haynes's Bank of America Experience August 2006 - February 2013
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America August 2006 - February 2013
Hartford Foundation for Public Giving March 1999 - August 2006
Education
The University of Connecticut 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Northwestern University 1996 — 1998
Certificate of Completion, American Bankers Association National Trust School & National Graduate Trust School
Bank of America August 2006 - February 2013
Hartford Foundation for Public Giving March 1999 - August 2006
Education
The University of Connecticut 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Northwestern University 1996 — 1998
Certificate of Completion, American Bankers Association National Trust School & National Graduate Trust School
John LeMonnier's Bank of America Experience Managing DirectorJPMorgan Chase1978 - 1990
Job SVP at Bank of America
Industry Banking
Experience
Bank of America Managing DirectorJPMorgan Chase1978 - 1990
Skills
Structured Products, Valuation, Alternative Investments, Equity Derivatives, Financial Structuring, Corporate Finance, Bloomberg, Market Risk, Credit Derivatives, Interest Rate..., Trading Systems, Bonds, FX Options, Due Diligence
Education
Northwestern University
Bachelor of Arts (BA), Mathematics
University of Michigan
Master of Business Administration (M.B.A.)
Bank of America Managing DirectorJPMorgan Chase1978 - 1990
Skills
Structured Products, Valuation, Alternative Investments, Equity Derivatives, Financial Structuring, Corporate Finance, Bloomberg, Market Risk, Credit Derivatives, Interest Rate..., Trading Systems, Bonds, FX Options, Due Diligence
Education
Northwestern University
Bachelor of Arts (BA), Mathematics
University of Michigan
Master of Business Administration (M.B.A.)
Brent Minner's Bank of America Experience July 2010 - August 2012
Job Associate Brand Manager, Capri Sun
Industry Marketing and Advertising
Experience
The Kraft Heinz Company August 2015 - Present
The Coca-Cola Company June 2014 - August 2014
SunTrust Robinson Humphrey August 2012 - August 2013
Bank of America July 2010 - August 2012
SunTrust Robinson Humphrey June 2008 - August 2010
McKesson 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Credit Analysis, Corporate Finance, Bloomberg, Portfolio Management, Equities, Middle Market, Hedge Funds, Banking, Due Diligence, Fixed Income
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
The Kraft Heinz Company August 2015 - Present
The Coca-Cola Company June 2014 - August 2014
SunTrust Robinson Humphrey August 2012 - August 2013
Bank of America July 2010 - August 2012
SunTrust Robinson Humphrey June 2008 - August 2010
McKesson 2007 - 2007
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Financial Analysis, Credit Analysis, Corporate Finance, Bloomberg, Portfolio Management, Equities, Middle Market, Hedge Funds, Banking, Due Diligence, Fixed Income
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services
Peter Hammer's Bank of America Experience May 2005 - November 2008
Job
Industry Financial Services
Experience
BMO Harris Bank November 2014 - Present
BMO Harris Bank September 2011 - November 2014
Chicago Bancorp February 2011 - September 2011
Colorado Technical University October 2009 - August 2010
Bank of America May 2005 - November 2008
US Army September 1996 - September 2000
Education
Northwestern University
Bachelor of Science (B.S.), History
BMO Harris Bank November 2014 - Present
BMO Harris Bank September 2011 - November 2014
Chicago Bancorp February 2011 - September 2011
Colorado Technical University October 2009 - August 2010
Bank of America May 2005 - November 2008
US Army September 1996 - September 2000
Education
Northwestern University
Bachelor of Science (B.S.), History
Terrence Beverly's Bank of America Experience December 2004 - November 2006
Job Senior Vice President at EagleBank
Industry Banking
Experience
EagleBank October 2015 - Present
Bank of America Merrill Lynch November 2006 - October 2015
Bank of America December 2004 - November 2006
Bank of America May 2000 - December 2004
Bank of America October 1999 - May 2000
Bank of America February 1996 - October 1999
Bank of America June 1995 - February 1996
Skills
Commercial Banking, Commercial Lending, Business Relationship..., Treasury Management, Credit Analysis, Financial Management, Financial Analysis, Commercial Credit, Consultative Selling, Sales Management, Retail Banking, Banking Relationships, Teamwork, Team Leadership, Non-profits, Board Governance, Management, Mergers & Acquisitions, Asset Management, Mortgage Lending, Wealth Management, Managerial Finance, Nonprofits, Credit, Executive Management, Selling, Small Business Lending, Capital Markets, Portfolio Management, Cash Management, Finance, Asset Based Lending, Corporate Finance, Financial Modeling, Underwriting, Loans, Due Diligence, Credit Risk, Strategic Financial..., Banking, Investments, Risk Management, Middle Market, Lines Of Credit
Education
Northwestern University 1984 — 1989
EagleBank October 2015 - Present
Bank of America Merrill Lynch November 2006 - October 2015
Bank of America December 2004 - November 2006
Bank of America May 2000 - December 2004
Bank of America October 1999 - May 2000
Bank of America February 1996 - October 1999
Bank of America June 1995 - February 1996
Skills
Commercial Banking, Commercial Lending, Business Relationship..., Treasury Management, Credit Analysis, Financial Management, Financial Analysis, Commercial Credit, Consultative Selling, Sales Management, Retail Banking, Banking Relationships, Teamwork, Team Leadership, Non-profits, Board Governance, Management, Mergers & Acquisitions, Asset Management, Mortgage Lending, Wealth Management, Managerial Finance, Nonprofits, Credit, Executive Management, Selling, Small Business Lending, Capital Markets, Portfolio Management, Cash Management, Finance, Asset Based Lending, Corporate Finance, Financial Modeling, Underwriting, Loans, Due Diligence, Credit Risk, Strategic Financial..., Banking, Investments, Risk Management, Middle Market, Lines Of Credit
Education
Northwestern University 1984 — 1989
Meg Ruschmann's Bank of America Experience August 2007 - September 2011
Job Project Management Consultant at Signature Consultants
Industry Banking
Experience
Signature Consultants January 2012 - Present
Bank of America August 2007 - September 2011
Curtiss-Wright Corporation August 2005 - August 2007
Moog April 2001 - August 2005
Skills
Financial Modeling, Leadership, MS Project, Process Improvement, Program Management, Project Management, Risk Management, Six Sigma, Strategic Planning
Education
Wake Forest University 2010 — 2012
MBA
Northwestern University 1996 — 2001
BS, Mechanical Engineering
The Hotchkiss School 1991 — 1996
High School Diploma
Signature Consultants January 2012 - Present
Bank of America August 2007 - September 2011
Curtiss-Wright Corporation August 2005 - August 2007
Moog April 2001 - August 2005
Skills
Financial Modeling, Leadership, MS Project, Process Improvement, Program Management, Project Management, Risk Management, Six Sigma, Strategic Planning
Education
Wake Forest University 2010 — 2012
MBA
Northwestern University 1996 — 2001
BS, Mechanical Engineering
The Hotchkiss School 1991 — 1996
High School Diploma
Aaron Chun's Bank of America Experience 1994 - 2003
Job Director, Liquid Products at Wells Fargo Securities
Industry Financial Services
Experience
Barclays Capital 2010 - 2011
Barclays Capital 2004 - 2010
Bank of America 1994 - 2003
Skills
Securities, FX, Fixed Income, Interest Rate...
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Decision Sciences
University of Southern California - Marshall School of Business 1986 — 1989
BS, Business Administration
Kwajalein 1972 — 1986
Kwajalein High School 1980 — 1984
Barclays Capital 2010 - 2011
Barclays Capital 2004 - 2010
Bank of America 1994 - 2003
Skills
Securities, FX, Fixed Income, Interest Rate...
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance, Decision Sciences
University of Southern California - Marshall School of Business 1986 — 1989
BS, Business Administration
Kwajalein 1972 — 1986
Kwajalein High School 1980 — 1984
Kennya Renteria's Bank of America Experience April 2014 - Present
Job at
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America March 2011 - Present
Skills
Cross Selling, Banking, Commercial Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Loans, Retail Banking, Consumer Lending, Credit, Customer Service, Leadership, Risk Management, Sales, Relationship Management, Microsoft Word
Education
Northwestern University 2006 — 2008
Associate's degree, Business Administration and Management, General
Bank of America April 2014 - Present
Bank of America March 2011 - Present
Skills
Cross Selling, Banking, Commercial Banking, Mortgage Lending, Small Business Lending, Credit Analysis, Loans, Retail Banking, Consumer Lending, Credit, Customer Service, Leadership, Risk Management, Sales, Relationship Management, Microsoft Word
Education
Northwestern University 2006 — 2008
Associate's degree, Business Administration and Management, General
Winn Green's Bank of America Experience January 1990 - January 2008
Job Master Golfer
Industry Civic & Social Organization
Experience
Self-employed January 2008 - Present
Bank of America January 1990 - January 2008
Education
Northwestern University 1964 — 1968
Accounting and Business/Management
Self-employed January 2008 - Present
Bank of America January 1990 - January 2008
Education
Northwestern University 1964 — 1968
Accounting and Business/Management
Joshua Streckert's Bank of America Experience August 2004 - March 2008
Job Managing Partner at SJ Equity Partners, L.P.
Industry Investment Management
Experience
SJ Capital Management, LLC 2012 - Present
SJ Equity Partners, L.P. 2013 - Present
Lehman Brothers March 2008 - December 2011
Bank of America August 2004 - March 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Risk Management, Interest Rate..., Trading, Middle Office, Finance, Valuation
Education
Northwestern University 1998 — 2002
SJ Capital Management, LLC 2012 - Present
SJ Equity Partners, L.P. 2013 - Present
Lehman Brothers March 2008 - December 2011
Bank of America August 2004 - March 2008
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Risk Management, Interest Rate..., Trading, Middle Office, Finance, Valuation
Education
Northwestern University 1998 — 2002
David Piersol's Bank of America Experience May 2000 - July 2005
Job Capital Markets | Senior Relationship Management | Asset Management | Investment Consulting | MBS Sales & Management
Industry Investment Management
Experience
BNY Mellon June 2012 - September 2013
J.P. Morgan July 2005 - March 2012
Bank of America May 2000 - July 2005
Greenwich Capital Markets February 1990 - April 2000
Morgan Stanley August 1984 - February 1990
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
BNY Mellon June 2012 - September 2013
J.P. Morgan July 2005 - March 2012
Bank of America May 2000 - July 2005
Greenwich Capital Markets February 1990 - April 2000
Morgan Stanley August 1984 - February 1990
Education
Northwestern University - Kellogg School of Management 1982 — 1984
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (BA)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS