Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
CSC August 2011 - February 2013
CSC March 2010 - July 2011
Bank of America September 2007 - May 2009
Penn State University January 2006 - December 2006
Skills
Program Management, Government, Microsoft Office, Risk Management, Process Improvement, PowerPoint, Team Leadership, Microsoft Excel, Analysis, Customer Service, Software Documentation, Change Management, Microsoft Word, Project Planning, Lotus Notes, PMP, Project Management, Business Analysis, Strategic Planning, Team Building, Coaching, Management, Leadership
Education
Penn State University 2005 — 2009
Bachelor of Arts, International Politics
Sheppard Pratt August 2014 - Present
University of Maryland, Baltimore August 2014 - Present
Correct Care Solutions November 2013 - May 2014
Catholic Charities of Baltimore August 2012 - November 2013
Gale Recovery, Inc. November 2011 - May 2012
Sheppard Pratt September 2011 - November 2011
Synergy Financial Group 2011 - 2011
Edelman Financial Services November 2007 - November 2009
Bank of America July 2006 - November 2007
Edward Jones May 2004 - July 2006
Skills
Asset Management, Financial Planning, Series 7, Program Development, Investments, Research, Asset Managment, Finance, Strategic Financial..., Case Managment, Psychotherapy, Community Outreach, Mental Health, Program Evaluation, Mental Health Counseling, Adolescents, Nonprofits, Social Services, Public Speaking
Education
University of Maryland Baltimore 2014 — 2018
Doctor of Philosophy (PhD), Social Work
Salisbury University 2010 — 2013
MSW, 2013
Penn State University 2001 — 2004
BA, Crime, Law, Justice
Vanguard March 2005 - Present
Bank of America March 2002 - March 2005
Hecht's Department Stores September 1992 - February 2002
Skills
Business Strategy, Customer Experience, Six Sigma/Lean..., Operations Management, Budgeting, Forecasting,..., Portfolio Management, Education and Training..., Statistical Data...
Education
Penn State University 1988 — 1992
Marketing - Consumer Behavior
Merrill Lynch Wealth Management July 2015 - Present
Bank of America November 2014 - July 2015
Bank of America July 2013 - November 2014
Bank of America July 2012 - July 2013
Bank of America July 2011 - July 2012
Razorgator May 2009 - August 2009
Skills
Team Building, Team Leadership, Excel, PowerPoint, Microsoft Office, Microsoft Excel, Communication Skills, Adaptability, Business Process Design, Process Improvement, Business Networking, Social Networking, Project Management, Leadership, Public Speaking, Strategic Planning, Banking, Operations Management, Time Management, Management, Analysis, Customer Service
Education
Penn State University 2007 — 2011
Bachelor of Science, Supply Chain and Information Systems
Bank of America June 2015 - Present
Bimbo Bakeries USA July 2014 - June 2015
Bimbo Bakeries USA May 2013 - August 2013
Dorney Park & Wildwater Kingdom May 2010 - August 2012
Skills
Farsi, French, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Outlook, Accounting, Management, Team Leadership, Time Management, Oracle Applications, AS400 system, Dataload
Education
Penn State University 2010 — 2014
Bachelor's degree, Accounting, 3.2
Mattress Firm April 2015 - Present
Mattress Firm December 2014 - April 2015
Mattress Firm August 2014 - December 2014
Dollar Tree October 2013 - February 2014
EC2 Business Solutions August 2012 - October 2013
CompUSA October 2010 - July 2012
Rent-A-Center Financial Services October 2008 - January 2010
J.P. Morgan Chase August 2007 - June 2008
Bank of America October 2003 - August 2007
OfficeMax January 1996 - October 2003
Skills
Management, Training,..., Customer Service, Customer Satisfaction,, CRM, Management, Sales, Leadership, Training, Business Development, Marketing, Merchandising, Sales Process, Start-ups, Performance Management, Coaching, Advertising, Banking, Store Management, PowerPoint, P & L Management, P&L Management, Customer Satisfaction
Education
Penn State University 1979 — 1983
Bachelor's degree/Business Administration, Marketing, 3.0
Dollar Tree Store Manager October 2013 - Present
EC2 Business Solutions August 2012 - October 2013
CompUSA August 2010 - July 2012
Rent-A-Center Financial Services October 2008 - January 2010
J.P Morgan Chase August 2007 - May 2008
Bank Of America October 2003 - July 2007
OfficeMax January 1996 - October 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Retail, Sales, Customer Satisfaction, Recruiting, Marketing, Merchandising, Coaching, Training, Visual Merchandising, Time Management, Process Improvement, Inventory Management, Store Management, Inventory Control, Team Building, Leadership, Team Leadership, Analysis, Business Planning, Sales Operations, Human Resources, Operations Management, Leadership Development, Business Strategy, Banking, Cold Calling, B2B, New Business Development, Interviews, Multi unit management, Management, Income Statement, Business Development, Hiring, Profit, Start-ups, Pricing, P&L Management
Education
Penn State University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Marketing, 3.00
Morgan Stanley September 2014 - Present
BBVA Compass November 2013 - June 2014
BBVA Compass January 2012 - June 2014
Bank of America May 2007 - July 2011
Bank of America May 2007 - May 2008
Sears Holdings Corporation May 2006 - May 2007
Sears Holdings Corporation February 2005 - April 2006
Sears Holdings Corporation August 2004 - January 2005
Skills
Banking, Loans, Customer Service, Program Management, Sales Management, Team Building, Sales, Credit Cards, Recruiting, Training, Relationship Management, Strategic Planning, Sales Operations, Leadership, Customer Experience, Management, Financial Services, Credit, Risk Management, Cross Selling, Financial Analysis, Business Development, Strategy, Six Sigma, Process Improvement
Education
Penn State University 1999 — 2003
BS, Operations and Information Systems Management
PNC July 2013 - Present
Brick City Alumni Group November 2009 - Present
ADP July 2012 - July 2013
John Hancock Life Insurance Company (U.S.A.) February 2012 - May 2012
Northwestern Mutual October 2010 - February 2012
Bank of America September 2006 - August 2010
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2014 — 2017
Master of Business Administration (MBA), Finance and Global Business
Penn State University 2004 — 2008
Bachelor of Science, Economics
Vanguard May 2013 - Present
Health Partners of Philadelphia February 2012 - Present
Hologic, Inc 2008 - 2012
Citibank, N 2007 - 2008
Bank of America 2003 - 2007
Bank of America 2001 - 2003
Alcoa 1999 - 2001
Softek, Inc 1998 - 1999
Skills
Troubleshooting, Network Security, Operating Systems, Antivirus, Active Directory, IDS, IPS, SIEM, credant, LANDesk, endpoint encryption, Firewalls, Servers, Information Security, Computer Security, Networking, Windows, CISSP, Vulnerability Management, TCP/IP, Vulnerability Assessment, Windows Server, Penetration Testing, Windows 7, Technical Support, System Administration, Information Technology, VMware, System Deployment, Information Security..., Intrusion Detection, Network Administration, Data Security, Software Installation, Computer Hardware, IT Management, XP, Linux, Software Documentation, Laptops, McAfee, PCI DSS, Virtualization, Hardware, VPN, Microsoft Certified..., Group Policy, Integration
Education
Penn State University 1993 — 1998
BS, Psychology
Merrill Lynch December 2013 - Present
Bank of America November 2012 - December 2013
Bank of America April 2012 - November 2012
Education
Penn State University 2007 — 2011
Bachelor of Science in Business, Finance
Susquehanna International Group, LLP (SIG) September 2013 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Chase February 2011 - July 2012
Bank of America Merrill Lynch January 2010 - February 2011
Turner Investment Partners May 2008 - January 2009
S&A Homes August 2007 - May 2008
Northrop-Grumman July 2007 - July 2007
Bank of America May 2006 - September 2006
Skills
Finance, Management, Leadership, Bloomberg, Equities, Portfolio Management, Securities, Investments, Banking, Trading, Budgets, Fixed Income, Microsoft Excel
Education
Penn State University 2004 — 2009
B.S., Business Economics
Nozari Advisors June 2013 - Present
Citi January 2010 - February 2013
Bank of America 2005 - 2008
Citigroup / Salomon Brothers 1986 - 2005
Skills
Capital Markets, Banking, Treasury, Risk Management, Trading, Portfolio Management
Education
Penn State University 1976 — 1982
Ph.D, Industrial Engineering / Operations Reseach
Alborz High School
High School Diploma, Mathematics
Johnson & Johnson 2013 - Present
Johnson & Johnson 2011 - 2013
Bank of America June 2010 - August 2010
Johnson & Johnson January 2009 - August 2009
Intern/Co-Op Association at Johnson & Johnson January 2009 - August 2009
YMCA June 2008 - August 2008
Education
Penn State University 2007 — 2011
B.S. Finance, Finance
New York University - Leonard N. Stern School of Business
Ridge High School
Morgan Stanley Investment Management April 2013 - Present
Bank of America June 2012 - March 2013
Bank of America June 2011 - August 2011
Penn Wealth Planning, LLC May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Trading, VBA, Valuation Modeling, Real Estate
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Bank of America June 2006 - February 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Windows, HTML
Education
Penn State University
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Bank of America August 2014 - Present
Bank of America March 2013 - Present
City of Charlotte January 2012 - July 2012
Bank of America - Enterprise Technology and Delivery September 2010 - August 2011
Bank of America January 2009 - January 2010
Bank of America January 2007 - January 2009
Skills
Six Sigma, Portfolio Management, Problem Solving, engagement management, project managment, Mergers, Globalization, Process Improvement, Program Management, Business Analysis, IT Strategy, Acquisition Integration, IT Governance, IT Management, Banking, Budgeting, PMO, IT Service Management, Business Process..., Project Portfolio..., ITIL, Cross-functional Team..., Asset Management, PMP Certification, Global Teams, PMP, Microsoft Office, MS Project, Budgets, Project Management, Vendor Management, Product Management, Enterprise Software, Risk Management, Mergers & Acquisitions, Governance, Data Center, SDLC, Integration
Education
UNCC 1982 — 1984
BS, Computer science, masters courses toward MBA
Penn State University 1974 — 1978
BS, Economics
Freshko Life LLC January 2015 - Present
Paul Scolieri Photography April 2013 - Present
Bank of America June 2012 - August 2014
Bank of America June 2010 - June 2012
Skills
Microsoft Excel, Analysis, Leadership, Data Modeling, Managerial Finance, Forecasting, PowerPoint, Project Planning, Microsoft Office, Project Management, Commercial Photography, MailChimp, QuickBooks, Photography, Photoshop, Lightroom, Digital Photography, Digital Cameras, Premiere, Data Analysis, Video Production, After Effects, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.76
Bank of America July 2011 - September 2013
Bank of America July 2010 - July 2011
Bank of America April 2008 - July 2010
Skills
Mortgage Banking, Management, Team Leadership, Microsoft Office, Negotiation, Collections, Call Centers, Customer Satisfaction, Coaching, Training, Leadership, Account Management, Customer Retention, Banking, Credit, Customer Service, Finance, Financial Analysis, Time Management, Risk Management, Mortgage Lending, Relationship Management, Team Building, Loans, Cold Calling
Education
Penn State University 1999 — 2003
Bachelor's degree, Finance, General
Wells Fargo August 2014 - Present
Bank of America May 2008 - Present
Bank of America January 2006 - April 2008
Bank of America 2003 - 2006
Bank of America 2001 - 2002
IBM 2000 - 2001
Skills
Program Management, Strategy Development, Information Architecture, Data Management, Master Data Management, Reference Data, Risk Management, Basel II, Stress Testing, Application Development, Technology Integration, Partner Relationship..., Financial Markets, Portfolio Management, Data Quality, Market Risk, Management, IT Strategy, Enterprise Architecture, Project Portfolio..., SDLC, Operational Risk..., Data Warehousing, Integration, Solution Architecture, Data Modeling, Operational Risk, Governance, Capital Markets, SOA, Information Technology, AML, CRM, Data Governance, Project Delivery, Credit Risk, Analytics, Business Intelligence, Software Project..., Strategy, Requirements Analysis, Vendor Management, Banking
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Computer Science
WR Grace August 2013 - Present
Robert H. Smith School of Business August 2011 - May 2013
University of Maryland August 2011 - May 2013
Air Products and Chemicals May 2012 - August 2012
Bank of America July 2010 - August 2011
Bank of America June 2009 - August 2011
Bank of America June 2008 - August 2008
Skills
Analysis, Data Analysis, Management, Forecasting, Start-ups, Entrepreneurship, Financial Analysis, Financial Modeling, Process Improvement, Project Management, Business Development, Program Management, Valuation, Market Analysis, Investments, Small Business..., Strategy
Education
Penn State University 2005 — 2009
Bachelor of Science, Industrial Engineering
University of Maryland - Robert H. Smith School of Business 2011 — 2013
Master of Business Administration, Finance, Strategy, and Entrepreneurship
Bank of America August 2012 - Present
Bank of America Merrill Lynch 2010 - August 2012
Merrill Lynch May 1999 - June 2010
Skills
Series 7, Relationship Management, Salesforce.com..., Financial Services, Mutual Funds, Series 63, Asset Allocation, 401k, Wealth Management, Investments, Retirement, Uniform Combined State..., Securities, Retirement Planning, Private Banking, Finance, ETFs, Client Services, Portfolio Management, Risk Management, Banking, Alternative Investments, Asset Management, Investment Management, Pensions, Series 6, Investment Advisory, Fixed Income, Equities, Series 24, Qualified Retirement..., Defined Contribution, Options, Series 65, Financial Advisory, Hedge Funds, Insurance, FINRA, Financial Markets, Strategic Financial..., Capital Markets, Financial Modeling, Trading, Private Equity, Defined Benefit, Wealth Management..., Bloomberg, Retirement Plan..., IRAs, Series 66
Education
Penn State University 1992 — 1998
Liberal Arts, Economics
Bank of America July 2014 - Present
Stephanie Fritz Consulting May 2012 - Present
AppNexus May 2013 - June 2014
Moody's Corporation September 2012 - May 2013
Vertex Pharmaceuticals October 2007 - April 2012
Sun Life Financial October 2005 - October 2007
IHS Dialysis/Rush Realty October 2004 - October 2005
The Manhattan Club March 2004 - October 2004
Vale First and Middle School January 2003 - March 2003
Penn State Lion Line August 1999 - December 2002
Skills
Large Group Facilitation, Coaching, Team Building, Mentoring, Career Development..., Leadership Development, Organizational..., Career Counseling, Training Delivery, Performance Management, Change Management, Training, Workshop Facilitation, Employee Engagement, Career Development, Leadership, Succession Planning, Instructional Design, Onboarding, Staff Development, Executive Coaching, Program Management, Recruiting, Management, Organizational..., MBTI, Talent Management, Emotional Intelligence, Employee Training, Strategy, Management Development, Consulting, Organizational Design, Pharmaceutical Industry, Strategic Planning
Education
Penn State University 1999 — 2003
BS, Elementary Education
Akamai Technologies July 2014 - Present
Akamai July 2013 - June 2014
Akamai Technologies April 2013 - June 2013
Akamai Technologies May 2011 - March 2013
Deloitte Consulting July 2008 - May 2011
Association of Pennsylvania State College and University Faculties 2006 - 2008
Bank of America May 2007 - August 2007
Skills
Analytical Skills, Application Lifecycle..., SDLC, System Architecture, Data Modeling, Requirements Analysis, Business Analysis, Business Process..., Business Requirements, Testing, Project Management, Analysis, Software Documentation, Security, Management, Software Project..., IT Strategy, Project Planning, Enterprise Architecture, Integration, Cloud Computing, SaaS
Education
Penn State University 2006 — 2008
MS, Computer Science and Engineering
University of Mumbai 2002 — 2006
BE, Information Technology
Bank of America November 2013 - Present
Bank of America February 2012 - Present
Bank of America September 2010 - February 2012
Bank of America July 2009 - September 2010
Bank of America 1997 - 2006
Skills
Governance, Credit, Risk Management, Process Improvement, Business Analysis, Credit Risk, Sales, Customer Service, Training, Financial Analysis, Marketing, Change Management, Call Centers, Banking, Credit Cards, Management, Leadership, Credit Analysis, Financial Services, Vendor Management, Consumer Lending, Strategy
Education
Penn State University 1975 — 1979
BS, Marketing
Bank of America September 2010 - Present
Merrill Lynch January 2001 - August 2010
City of Trenton September 1993 - December 2001
State of New Jersey May 1993 - September 1993
Township Of West Orange September 1990 - May 1993
Township of West Orange June 1990 - September 1990
Furman Selz Mager Dietz & Birney September 1989 - May 1990
Pont Data May 1989 - September 1989
Skills
Affordable Housing, Real Estate Economics, Real Estate, Due Diligence, Portfolio Management, Asset Managment, Underwriting, Capital Markets, Credit, Non-profits, LIHTC, Finance, Loans, Strategic Planning, Financial Analysis, Community Development, Real Estate Development, Asset Management, Nonprofits, Economic Development, Financial Modeling, Investments
Education
Rutgers University-New Brunswick 1990 — 1993
Masters, Planning & Public Policy
Penn State University 1985 — 1989
BA, Liberal Arts/Business
Newark Academy 1983 — 1985
St. Cloud Elementar
Bank of America August 2014 - Present
Purdue University January 2011 - July 2014
Bank of America 2013 - 2013
IDeA Lab August 2010 - August 2011
Armstrong World Industries January 2010 - May 2010
IBM Global Process Services June 2008 - August 2008
Skills
Python, jQuery, Algorithms, Unix, HTML + CSS, JavaScript, Machine Learning, C, C++, Java, R, Mercurial, HTML, Adobe Creative Suite, Maya, Processing, Unity3D, C#, ColdFusion, Matlab
Education
Purdue University 2012 — 2014
Master's degree, Computer Science, 3.6
Purdue University 2012 — 2014
Master's degree, Statistics, 3.6
Purdue University 2010 — 2012
Master of Science (M.S.), Computer Graphics technology, 3.7
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Computer Engineering, 3.3
University of Maryland July 2014 - Present
AAAS September 2011 - December 2013
AAAS March 2011 - September 2011
Beacon Hill Staffing Group September 2010 - March 2011
Bank of America August 2008 - April 2010
Penn State University August 2005 - May 2008
STRAWBERRY FIELDS INC June 2006 - February 2008
YMCA June 2002 - August 2005
Skills
Event Planning, Nonprofits, Data Analysis, Customer Service, Program Evaluation, Social Networking, Editing, Program Management, Higher Education, Public Health, Time Management, Event Management, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Outlook, Analysis, Grant Writing, Community Outreach
Education
Penn State University 2003 — 2008
Bachelor of Science (B.S.), Health Policy and Administration
University of Maryland University College
Project Management
Bank of America May 2014 - Present
Bank of America October 2011 - May 2014
Penn State University 2009 - 2011
Lord &
Skills
Social Media, Event Planning, Facebook, Microsoft Office, Social Networking, Public Speaking, Public Relations, Advertising, Community Outreach, Fundraising, Team-oriented, Sales, Customer Service, Leadership, Microsoft Word, Outlook, PowerPoint, Press Releases, Research, Social Media Marketing, Time Management
Education
Seton Hall University 2012 — 2014
Master of Arts, Strategic Communication
Penn State University 2007 — 2011
Bachelors, Communications
Farmers Insurance September 2014 - Present
New York & Company April 2014 - Present
Charming Charlie December 2013 - April 2014
Bath & Body Works June 2011 - December 2013
Bath & Body Works June 2013 - August 2013
Bath & Body Works February 2011 - June 2011
Bath & Body Works July 2010 - February 2011
Bath & Body Works October 2009 - July 2010
Bank of America May 2003 - September 2006
Skills
Customer Service, Customer Satisfaction, Customer Engagement, Customer Experience, Sales Management, Sales Operations, Visual Merchandising, Goal-oriented..., Proactive self-starter, Communication Skills, Team Building, Team-oriented, Retail Sales, Profit, Loss Prevention, Driving Results, Store Operations, Associate Development, Leadership, Inventory Management, Sales, People Development, Recruiting, Coaching, Interviews, Hiring, Employee Training, POS, Merchandise Planning, Inventory Control, New Store Openings, Management, Apparel
Education
Penn State University 2000 — 2004
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Johnson & Johnson Health Care Systems Inc. June 2015 - Present
Johnson & Johnson Health Care Systems Inc. October 2013 - Present
Johnson & Johnson Health Care Systems Inc. June 2012 - Present
Johnson & Johnson Health Care Systems Inc. September 2010 - June 2012
Johnson & Johnson Health Care Systems Inc. July 2009 - September 2010
Bank of America September 2006 - June 2009
Skills
Communication, Time Management, Cross-team Collaboration, Deliver Results, Intellectually Curious, Accountability, Pharmaceutical Industry, Medical Devices, Contract Management, SharePoint, Healthcare, Recruiting, Microsoft Office, French, Communication Skills, Project Management, Cross-functional Team..., Business Strategy, Data Analysis, Managed Care, Delivering Results
Education
Penn State University 2005 — 2009
Bachelor of Science, Business Administration and Management, General
Le Centre d'Aix 2008 — 2008
Realty 4 Corners, Intl June 2010 - Present
Greentree Mortgage Company, LP January 2015 - May 2015
Charles Schwab August 2014 - October 2014
JPMorgan Chase January 2013 - May 2014
Dell/Honeywell June 2013 - September 2013
Bank of America January 2012 - September 2012
Calence/ Insight Network Services January 2008 - August 2008
Eschelon Telecom January 2007 - August 2007
Telecom Resources International 2002 - June 2005
Fujitsu 1997 - 2001
Skills
VoIP, IVR, Networking, Cisco Technologies, Project Management, Cross-functional Team..., Broadband, Call Centers, ACD, SEO, Fiber Optics, REO, Proposal Writing, IP PBX, Sales Engineering, HTML Coding, SMARTY Coding, Website Optimization, Web Design, Web Development, Technical Writing, MS Project, MS Office Suite, Visio, Google Analytics, Sales, Google Docs, SharePoint, Title Searches, Deeds, Sonet, DWDM, Facebook, Government, Logo Design, RFP, RFP Generation, Systems Engineering, Telecommunications..., TEMS Investigation, Adobe Acrobat, Outlook, IT Outsourcing, Consultants, Telecommunications, Integration, Telephony, Cloud Computing, Management, Leadership
Education
George Washington University 1984 — 1986
MS, Systems Analysis and Management
Pennsylvania State University 1977 — 1981
BS, Industrial and Systems Management Engineering
State College High 1973 — 1977
Farmers Insurance March 2015 - Present
Bank of America April 2012 - March 2014
Daniel N. Gillespie July 2011 - March 2014
Bank of America Home Loans August 2004 - April 2012
Penn State Lion Line May 2002 - May 2004
Gillespie Group Marketing and Advertising January 1995 - January 2001
Skills
Marketing Communications, Editing, Creative Writing, Microsoft Word, Research, Customer Service, Writing, Word, Microsoft Office, Microsoft Excel, Collections, Call Centers, Mortgage Servicing, Quality Assurance, Copywriting, Social Media, Social Media Marketing
Education
Penn State University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Penn State University 1999 — 2004
Bachelor of Arts (BA), Communication and Media Studies
The Pennsylvania State University College of Communications 1999 — 2004
Bachelor of Arts, May 2004 Media Studies Major
La Salle College High School 1995 — 1999
High School
First State Bank of the Florida Keys February 2015 - Present
American Cancer Society August 2014 - February 2015
Remington Hotels August 2013 - August 2014
Universal Orlando August 2006 - August 2013
Universal Orlando February 2000 - August 2006
GES Exposition Services November 2003 - November 2005
Hewitt Associates February 1999 - April 2000
Bank of America March 1995 - February 1999
Skills
Trade Shows, Meeting Planning
Education
Penn State University 1979 — 1983
BS, Marketing
George Mason University - School of Management 1990 — 1993
MBA
The Bryn Mawr Trust Company June 2014 - November 2014
SugarHouse Casino November 2012 - June 2014
Staffing Plus August 2011 - June 2012
Methodist Family Services September 2010 - May 2011
Defender Association of Philadelphia May 2010 - August 2010
Bank of America October 2006 - May 2010
GSK August 2003 - August 2005
Skills
Customer Service, Social Services, Case Managment, Communication, Microsoft Office, Experience Working with..., High Organizational..., Interpersonal Skill
Education
Penn State University 2005 — 2010
Bachelor of Science (BS), Human Development and Family Studies, General
John W. Hallahan Catholic Girls' High School 2001 — 2005
High School
Mill Creek Capital Advisors, LLC October 2012 - Present
J.P. Morgan Private Bank November 2011 - October 2012
Convergent Wealth Advisors July 2008 - November 2011
Bank of America October 2004 - July 2008
Skills
Alternative Investments, Investments, Loans, Financial Advisory, Banking, Investment Management, Equities, Fixed Income, Asset Allocation, Finance, Series 7, Wealth Management, Portfolio Management, Hedge Funds, Mutual Funds
Education
Penn State University 2000 — 2004
B.S. Accounting
Clearfield Area High School 1996 — 2000
DFC Global Corp. May 2015 - Present
Fiserv Lending Solutions October 2014 - May 2015
J.P. Morgan June 2013 - October 2014
PHH Corporation 2012 - 2013
TD 2011 - 2012
Bank of America 2010 - 2012
AIG - TNC Management Group February 2008 - July 2010
Wells Fargo 2000 - 2008
Skills
Certified Scrum Master..., PMP, Six Sigma, DOE, SIPOC, Business Requirements, PPM, Planview, SharePoint, SharePoint Designer, SDLC, Compliance Management, Agile Project Management, Change Management, Internal Audit, PMO, Project Management, Software Documentation, Risk Assessment, Business Process..., Risk Management, Vendor Management, Business Analysis, Visio, Team Building, Quality Assurance, AML, Business Intelligence, Operational Risk, IT Audit, MS Project, Project Portfolio..., Process Improvement, Management, Banking, Leadership, Financial Risk, Financial Services, Executive Management, Auditing, Internal Controls, Operational Risk..., Governance, Credit, Information Technology, Business Continuity, Risk Analysis, Analytics, Financial Modeling, Fraud
Education
Penn State University 1996 — 2000
BS, Management - HRIM
Capital One June 2014 - Present
Citi February 2011 - June 2014
Bank of America December 2002 - February 2011
Allfirst Bank 2000 - 2002
SunTrust Bank December 1995 - December 2000
First Union July 1988 - December 1995
Skills
Portfolio Management, Mergers, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Risk Management, Financial Modeling, Loans, Due Diligence, Credit, Cash Flow Lending, Treasury Management, Corporate Finance, Credit Analysis, Investments, Asset Based Lending, Investment Banking, Small Business Lending, Valuation
Education
Penn State University 1983 — 1988
BS, Finance, Economics
Toys R Us July 2014 - Present
Bank of America December 2013 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration, Management and Operations
Rouse Services LLC June 2014 - Present
SourceLink February 2009 - May 2014
Move Marketing, LLC. January 2007 - January 2009
Bank of America May 2003 - February 2007
SBI and Company January 2002 - May 2003
Gator.com October 2000 - January 2002
American Express May 1999 - October 2000
Bank of America September 1998 - May 1999
Ciber October 1996 - September 1998
Micros Systems July 1995 - October 1996
Skills
Business Intelligence, Analytics, Data Warehousing, CRM, Databases, Team Building, Consulting, Enterprise Architecture, Enterprise Software, Database Admin, Marketing Strategy, Database Marketing, Microsoft SQL Server, Direct Marketing, Vendor Management, Strategy, SDLC, Management, IT Management, SQL, Solution Architecture, Software Development, Cloud Computing, SharePoint, Information Systems, Data Architecture, Emerging Technologies, Database Design, Online Marketing, Social Media, Agile Methodologies, Requirements Analysis, Social Media Marketing, Cognos, Data Modeling, Business Analysis, IT Strategy, Digital Marketing, Project Management, Business Process, ETL, Technical Leadership, Information Management, Email Marketing, IT Operations, Information Architecture, Integration
Education
Penn State University 1989 — 1994
Bachelor of Science, HR&IM
EY September 2014 - Present
Bank of America May 2014 - September 2014
Bank of America June 2013 - May 2014
Bank of America June 2012 - June 2013
Bank of America June 2011 - June 2012
Genworth Financial May 2010 - August 2010
Skills
Financial Analysis, Finance, Financial Modeling, Microsoft Excel, SAP Implementation, Banking, Access, Financial Reporting, Managerial Finance, Strategic Financial..., Business Analysis, Visual Basic, VBA, Forecasting, Accounting, PowerPoint, Financial Services, Corporate Finance, Hyperion Financial..., EPM, SAP BW
Education
Penn State University 2007 — 2011
Bachelor of Science (B.S.), Finance
KPMG April 2014 - Present
Collaborative Consulting July 2012 - April 2014
SMART Consulting Firm, LLC November 2010 - June 2012
Penman Consulting July 2008 - June 2012
Catalis, Inc. February 2009 - August 2010
CodeBlue Solutions, LLC. January 2009 - August 2010
Octavian, Inc. September 2007 - July 2008
Bank of America January 2002 - August 2007
Wachovia Securities January 1995 - January 2002
PNC Financial July 1991 - January 1995
Skills
IT Strategy, SDLC, Vendor Management, Business Intelligence, Business Process..., Management Consulting, Project Portfolio..., Financial Services, Portfolio Management, Enterprise Software, Product Management, Wealth Management, Start-ups, Mutual Funds, Management, PMO, Consulting, Performance Reporting, Cross-functional Team..., Asset Management, Separately Managed..., Program Management, Unified Managed Accounts, IT Management, Hedge Funds, Agile Methodologies, Strategy, Business Development, Leadership, Business Analysis, Enterprise Architecture, Banking, Capital Markets, Process Improvement, Software Development, ITIL, ETFs, Investments, Mergers & Acquisitions, Project Management, Outsourcing, Data Warehousing, Acquisition Integration, Team Building, Business Management, EMR, Offshoring, Business Process
Education
Virginia Commonwealth University - School of Business 1998 — 1998
Executive Development Program, Business
Robert Morris University 1994 — 1995
MBA (incomplete), Business Management, 4.0
Penn State University 1984 — 1986
BS, Mathematics and Computer Science, 3.0 (while working 2 jobs to pay for school)
Penn State University 1982 — 1984
AS, Computer Science
PNC August 2014 - Present
PNC January 2010 - July 2014
Bank of America June 2008 - August 2009
Skills
Six Sigma, Lean Management, Financial Statement..., Cash Flow Statements, Contract Negotiation, Financial Risk..., Customer Service, Cross-functional Team..., Banking, Collections, Leadership, Loss Mitigation, Credit Analysis, Financial Analysis, Loans, Portfolio Management, Credit, Finance, Financial Modeling, Management, Risk Management
Education
Penn State University 2004 — 2008
Bachelor of Arts, Economics
Penn State University 2004 — 2008
Bachelor of Arts, Political Science and Government
Bank of America April 2014 - Present
Macy's October 2012 - April 2014
Macy's July 2012 - October 2012
Macy's January 2012 - July 2012
Macy's August 2011 - January 2012
Legacy Logistics January 2010 - August 2010
Mathew J. Freda Real Estate, Inc June 2006 - June 2009
Skills
Customer Service, Microsoft Office, Logistics, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Marketing, Time Management, Management, Fashion, Inventory Management, Leadership, Merchandising
Education
Penn State University 2007 — 2011
Bachelor of Science (BS), Business Management, Spanish Business
Vanguard October 2012 - Present
Vanguard January 2011 - October 2012
Bank of America January 2010 - January 2011
AccuWeather January 2008 - December 2009
Skills
Bloomberg, Options, Equity Trading, Portfolio Management, ThomsonOne, Mutual Funds, Series 63, Investments, Equities, Series 7, Trading, Finance, Personal Finance, ETFs, Asset Allocation, Brokerage, Sales Management, CRM, Leadership
Education
Villanova University 2012 — 2014
M.B.A., Finance, Strategy, International Business
Penn State University 2004 — 2007
B.A., Telecommunications/Business
LeaderShift Insights October 2007 - Present
Coca-Cola Enterprises 2010 - March 2011
Cambridge Leadership Group 2008 - 2009
AutoZone November 2004 - October 2007
Bank of America December 2000 - October 2004
AlliedSignal/Honeywell November 1998 - September 2000
Empowered Synergy November 1997 - November 1998
Arthur Andersen, LLP May 1994 - November 1997
Skills
Talent Management, Change Management, Process Improvement, Strategic Thinking, Six Sigma, Creating Alignment, Large Group Facilitation, Performance Management, Executive Coaching, Development Of Teams, Organizational Design, Leadership Development, Organizational..., Transition Planning, Employee Engagement, Team Building, Program Management, Cross-functional Team..., Strategic Planning, Leadership, Management, Human Resources, Strategy, Recruiting, Organizational..., HR Consulting, Coaching, Workshop Facilitation, Mergers & Acquisitions, Executive Management, Succession Planning
Education
Penn State University 1990 — 1994
BS, Marketing, Reengineering, Managerial Strategy
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase May 2013 - January 2015
White Barn Cider, LLC February 2013 - January 2015
Citi October 2011 - May 2013
Bank of America February 2011 - October 2011
Bank of America April 2010 - February 2011
Bank of America December 2007 - April 2010
Bank of America October 2005 - December 2007
MBNA America Bank, N.A. October 2002 - October 2005
Skills
Team Leadership, Risk Management, Marketing Strategy, Strategic Planning, Business Strategy, Business Process..., Business Process..., International Business, Regulatory Affairs, Operational Risk..., Business Process Design, Small Business Lending, Consumer Lending, Credit Cards, Product Development, Key Account Management, Executive Reporting, Organizational..., Financial Services, Banking, Strategy, Leadership, Process Improvement, Finance, Financial Risk
Education
Penn State University 2011 — 2013
MBA, Smeal College of Business
Washington College 1997 — 2001
BA, History
McCallie School 1991 — 1997
Santander Bank, N.A. February 2015 - Present
Citizens Bank July 2012 - October 2014
Bank of America March 2005 - March 2012
Bank of America / Fleet Boston Financial February 2002 - March 2005
Convergys February 2000 - December 2001
Girne American University May 1998 - January 2000
Fleet Bank January 1997 - January 1998
NatWest Bank / Fleet Bank August 1995 - January 1997
Skills
CRM, Call Centers, Leadership, Management, Performance Management, Customer Satisfaction, Team Leadership, Program Management, Customer Experience, Coaching, Sales, Banking, Customer Service, Strategic Planning, Sales Management, Staff Development, Credit Cards, Finance, Interviews, Credit, Call Center, Data Analysis, Financial Services, Process Improvement, Quality Assurance
Education
Bryant University 2014 — 2014
Project Management Certificate
Penn State University 1989 — 1993
Political Science
Frances King School Of English
Teaching English as a Second or Foreign Language/ESL Language Instructor
Incoming Call Center Management Institute
Wells Fargo December 2011 - Present
Bank of America via DISYS October 2010 - November 2011
Bank of America October 2010 - November 2011
DISYS 2010 - November 2011
Wachovia, A Wells Fargo Company 2008 - October 2010
Wells Fargo 2008 - October 2010
Wachovia September 2007 - October 2010
Wachovia Bank 2002 - October 2010
Wachovia Securities 2002 - October 2010
Koch Industries 1998 - 2002
Skills
Trading Systems, Commodity, Trading, Market Risk, Commodity Markets, Interest Rate..., Derivatives, SDLC, Options, Fixed Income, Business Analysis, Quantitative Finance, Credit Derivatives, SQL, Unix, Market Data
Education
Penn State University 1984 — 1985
Graduate Work, Computational Fluid Dynamics
Texas A&M University 1980 — 1984
B. S., Aerospace Engineering
Connect America Medical Alert Company September 2014 - Present
Connect America Medical Alert Company May 2013 - September 2014
J S Cabin Co December 2009 - May 2013
Valued Relationships Inc November 2009 - May 2013
National Medalert group 2009 - 2009
Bank of America March 2004 - December 2008
Wendys International November 1999 - March 2004
Skills
Customer Service, Team Building, Business Development, Management, Public Relations, Contract Negotiation, Healthcare, Negotiation, Sales Management, Marketing, Selling, Operations Management, Sales, Banking, New Business Development, Customer Satisfaction, Account Management, Cold Calling, Training, Public Speaking, Managed Care, Strategic Planning, Leadership, Marketing Strategy, Insurance, Process Improvement, Direct Sales, Budgets, Sales Operations, Small Business, B2B
Education
Pennsylvania State University 1971 — 1975
Bachelor of Science (BS), Accounting
Olney 1967 — 1971
Academic
MidCountry Finance July 2015 - Present
ACI Worldwide May 2009 - April 2015
Kansas City Power & Light August 2006 - January 2009
Mutual of Omaha July 2004 - August 2008
FBD Consulting July 1998 - July 2004
Bank of America October 1996 - July 1998
Payless Cashways July 1986 - February 1996
UMB Bank 1985 - 1986
Realex Corporation 1979 - 1985
St. Joseph Medical Center Wichita KS 1977 - 1979
Skills
FMLA, Employee Benefits, HRIS, Mergers, Deferred Compensation, Executive Pay, Sales Compensation, Onboarding, Benefits Administration, Employee Relations, Incentive Programs, Talent Management, Workforce Planning, Performance Management, Mergers & Acquisitions, Leadership, Compensation & Benefit, HR Policies, Personnel Management, Executive Coaching, Payroll, HR Consulting, Human Resources
Education
The University of Kansas 1975 — 1977
MA, Human Relations
Penn State University 1971 — 1975
BA, Speech Communication
Southwest High School
Bank of America July 2013 - Present
PwC Advisory March 2008 - July 2013
Accenture April 2005 - February 2008
Skills
Management Consulting, Business Transformation, Strategy, Business Process..., IT Strategy, Program Management, Business Strategy, Financial Modeling, Business Analysis, Acquisition Integration, Change Management, Mergers & Acquisitions, PMO, Business Process Design
Education
Penn State University 2000 — 2004
BS, Economics and International Business
Hung Phat Noodles and Grocery October 2014 - Present
Mi La Cay Grill and Restaurant September 2014 - November 2014
Michael Baker Corporation June 2012 - September 2014
Bank of America May 2008 - July 2011
Skills
ArcGIS, Microsoft Office, Data Analysis, Database Admin, Microsoft Excel, Analysis, GIS, Access, Spatial Analysis, Cartography, Geography, Geoprocessing, ArcMap, Geomatics
Education
University of Maryland University College 2015 — 2018
Masters in Cyber Security, Computer and Information Systems Security/Information Assurance
Penn State University 2013 — 2014
Master's degree, Geographic Information Science and Cartography
University of Maryland College Park 2008 — 2012
Bachelor of Science (B.S.), Geographic Information Science and Cartography, Minor in Military Studies
Wells Fargo November 2014 - Present
Bank of America June 2009 - November 2014
Bank of America April 2007 - June 2009
Bank of America April 2005 - April 2007
Bank of America February 2003 - April 2005
Bank of America October 2001 - February 2003
Pinkerton Services Group April 2000 - October 2001
Bank of America, Private Bank March 1999 - April 2000
Skills
Web Analytics, Information Management, Direct Marketing, Tableau, Dashboards, Cognos, SSIS, QlikView, Microstrategy, Omniture, SSAS, Analysis, Balanced Scorecard, SQL, SQL Server, Information Architecture, DoubleClick, SAS, Analytics, Business Intelligence, Data Analysis, Data Mining, Business Analysis, Teradata, Business Objects, Visio, Data Warehousing, Data Visualization, Database Marketing, ETL, Statistical Modeling, Data Modeling, Optimization, Access, Business Intelligence..., Crystal Reports, Segmentation, Process Improvement, VBA, SSRS, Process Engineering, Application Development, Predictive Analytics, SDLC, Data Management, Database Design, Business Process..., Predictive Modeling, Campaign Management, Data Integration
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
BS, BA, Finance, Economics
Penn State University
Graduate Certificate in Applied Statistics, Statistics
BANK OF AMERICA May 2007 - Present
Bank of America 2006 - Present
Education
Penn State University 1997 — 2002
BACHELOR OF SCIENCE, HOTEL, RESTAURANT, AND MANAGEMENT
Richie Enterprise Corp. April 2011 - Present
Georgia-Pacific LLC June 2013 - December 2013
Bank of America September 2006 - March 2011
AVC Group June 2006 - August 2007
College Park Communities July 2005 - July 2006
Skills
Risk Management, Credit, Banking, Consulting, Events Coordination, Modeling, Talent Management, Financial Accounting, Direct Sales, Brand Management, Real Estate Development, Real Estate Economics, Economics, International Business, International Economics, Team Leadership, Public Speaking, Business Economics, Financial Coaching, Process Improvement, Microsoft Office, Budgets, Finance, Relationship Management, Sales Tax, Corporate Tax, International Tax, Portfolio Management, Training, Sales, Mortgage Lending, Financial Analysis, Team Building, Negotiation, Strategic Financial..., Analysis
Education
Penn State University 2004 — 2009
Economics, Economics
Ridge High School 2000 — 2004
Diploma
The Boeing Company May 2010 - Present
Bank of America May 2009 - May 2010
Skills
SharePoint, Requirements Analysis, Visio, MS Project, Testing, Integration, Project Management, ITIL v3 Foundations..., Unix Shell Scripting, Risk Assessment, CompTIA Security+..., Change Management, Security Patch..., Security
Education
Penn State University 2007 — 2011
Bachelor's degree, Information Technology
Penn State University 2007 — 2011
Bachelor's degree, Security Risk Analysis
Conemaugh Valley High School
PNC April 2015 - Present
PNC May 2014 - April 2015
Express Scripts September 2013 - May 2014
Hyatt Hotels Corporation December 2011 - July 2013
C and M School Supply November 2009 - December 2011
D and D Promotions November 2007 - December 2009
KNY Fitness January 2009 - September 2009
First Energy Corporation May 2008 - August 2008
First Energy Corporation May 2007 - August 2007
Bank of America June 2006 - August 2006
Skills
Financial Statements, Accounting, Finance, Budget, Microsoft Excel, Financial Analysis, Access, Financial Reporting, PowerPoint, Outlook, Forecasting, SAP, Financial Forecasting, Inventory Management, Analysis, Microsoft Word, Data Analysis, Accounts Receivable, Budgets, Customer Service, Leadership, Invoicing, Management, Marketing, Auditing, Sales, Variance Analysis, Credit, Account Reconciliation, General Ledger, Recruiting, Process Improvement, Program Management, Microsoft Office, Journal Entries, Time Management, Team Building, Teamwork, Contract Negotiation, Strategic Planning, Corporate Finance, Hotels, Strategic Financial...
Education
Class of 2009 2004 — 2009
Bachelor of Science (BS), Finance, General
Penn State University 2004 — 2009
BS, Finance
The Pennsylvania State University 2004 — 2009
Bachelor of Science, Finance
EagleBank March 2015 - Present
SunTrust Bank January 2014 - March 2015
Citibank July 2011 - December 2013
U. S. Small Business Administration May 2009 - July 2011
Bank of America September 2007 - May 2009
Bank of America August 2005 - September 2007
Bank of America January 2005 - August 2005
Bank of America January 2000 - December 2004
Bank of America May 1994 - December 1999
Bank of America December 1987 - May 1994
Skills
Commercial Lending, Loans, Commercial Banking, Banking, Lines Of Credit, Credit, SBA, Treasury Management, Underwriting, SBA 504, Small Business, Financial Structuring, Credit Cards, Credit Analysis, Small Business Lending, Finance, Loan Origination, Portfolio Management, Training, SBA 7a, Financial Analysis, Business Planning, Deposits, Analysis, Cash Management, Economic Development, Financial Services, Relationship Management, Letters of Credit, Real Estate Lending, Government Contracting, SBA Express, International Finance, Customer Service, Customer Retention, Credit Card Transaction..., Branch Management, Financial Statements, Financial Reporting, Savings Accounts, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Outlook, Salesforce.com, Eloqua, Public Speaking
Education
Penn State University 1982 — 1986
Bachelors of Science, Marketing
Towson University 1988 — 1992
Masters of Science, Business Communications
Bank of America October 2013 - Present
Bank of America June 2010 - October 2013
Bank of America Merrill Lynch January 2009 - June 2010
Merrill Lynch March 2007 - January 2009
World Access 2004 - 2006
Lehman Brothers 1999 - 2004
Skills
Management, Mortgage Lending, Onboarding, Leadership, Financial Services, Applicant Tracking..., Recruiting, Sales, Sourcing, Talent Acquisition, Temporary Placement, Wealth Management
Education
Penn State University 1995 — 1999
Bank of America June 2013 - April 2015
Bank of America, N.A. May 2010 - June 2013
Bank of America April 2009 - May 2010
Bank of America September 2007 - March 2009
Bank of America July 2007 - August 2007
Bank Of America May 2006 - August 2006
The Vanguard Group June 2005 - August 2005
Never-Enuff Internet June 2002 - July 2004
Skills
Data Analysis, VBA, SharePoint, SAS, Databases, Sustainability, Green Building, Green IT, Green Living, Data Mining, SQL, SQL Server 2000-2008, IT architectures, Excel, Microstrategy, Reporting & Analysis, Microsoft SQL Server, SSRS, Microsoft Excel, Six Sigma
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.)
Northern Cambria High School 1999 — 2003
Diploma
Credit Suisse March 2011 - Present
Credit Suisse May 2010 - March 2011
Bank of America June 2007 - May 2010
Merrill Lynch GPC Finance February 2007 - June 2007
Merrill Lynch Global Bank Group July 2006 - February 2007
Citigroup Global Markets, Inc May 2005 - August 2005
Skills
CDO, Credit Derivatives, CDS, ABS, Product Control, MBS, CMBS, Fixed Income, Bloomberg, Swaps, Structured Products, Interest Rate..., Equity Derivatives, Hedge Funds, Securitization, Derivatives, Capital Markets, Equities, Equity Research, Options Strategies, Options, Macroeconomics
Education
Penn State University 2002 — 2006
BS, Finance, Minor in Economics
LBC Credit Partners August 2015 - Present
Citizens Bank March 2014 - August 2015
Citizens Bank July 2012 - March 2014
Citizens Bank February 2010 - June 2012
JPMorgan Chase September 2006 - February 2010
Bank of America January 2005 - September 2006
Lucent Technologies May 2003 - September 2004
Skills
Banking, Investments, Securities, Investment Properties, Relationship Management, Series 6, Finance, Loans, Asset Management, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Financial Analysis, Financial Services, Portfolio Management
Education
Pennsylvania State University 1998 — 2003
Bachelors of Science, Computer Hardware Engineering
Wells Fargo August 2010 - Present
West Philadephia Financial Services Institution March 2009 - September 2010
Einnet Business Management Services August 2006 - August 2008
Bank of America December 2003 - August 2006
Morgan Stanley Dean Witter April 2002 - September 2003
First Union National Bank 1995 - 1997
First Fidelity Bank 1985 - 1997
Girard College School 1974 - 1983
Skills
Investments, Banking, Loans, Business Development, Asset, Portfolio Management, Asset Managment, Strategic Financial..., Financial Analysis, Wealth Management, Estate Planning, Credit, Financial Services, Underwriting, Management, Fixed Income, CRM, Finance, Asset Management, Marketing, Small Business, Equities, Analysis, Risk Management, Investment Management, Sales, Mutual Funds, Commercial Lending, Funding, Management Consulting, Credit Analysis, Financial Risk, Investment Advisory, Asset Allocation, Private Equity, 401k, Real Estate, Accounting, Securities, Mergers & Acquisitions, Retirement Planning, Mortgage Lending, Financial Advisory, Series 7, Relationship Management, New Business Development, Investment Strategies, Insurance, Private Banking
Education
Saint Joseph's University 1986 — 1993
B.S., Finance
Penn State University 1983 — 1985
Girard College School 1974 — 1983
H.S. Diploma, General Business
Wells Fargo Private Bank May 2011 - Present
Bank of America October 2008 - May 2011
US Trust/Bank of America October 2008 - May 2011
US Trust, Bank Of America Private Wealth Management October 2008 - May 2011
PNC Wealth Management 2001 - September 2008
Skills
Portfolio Management, Investments, Leadership, Management, New Business Development, Investment Strategies, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investment Advisory, Mutual Funds, Wealth Management..., Investment Management, Equities, Fixed Income, High Net Worth..., Wealth
Education
Penn State University 1985 — 1990
Bachelor of Arts (BA), Economics
Bank of America 2004 - Present
Fleet Bank 2003 - 2004
Fleet Bank 2002 - 2003
Fleet Bank 2000 - 2001
WMM Consulting 1999 - 2000
Fleet Credit Card Services 1997 - 1998
NatWest Bank 1996 - 1997
NatWest Bank 1994 - 1996
Skills
Data Warehousing, Database Administration, SQL, Disaster Recovery, Banking, Microsoft SQL Server, Access, Microsoft Office, Microsoft Excel, Microsoft Word, Project Management, Process Improvement, Business Analysis, Operations Management
Education
Penn State University
Bank of America June 2015 - Present
Bank of America July 2009 - June 2015
Countrywide 2007 - 2009
HomeBanc Mortgage October 2006 - August 2007
Skills
FHA, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages, VA loans, Loan Origination, VA Loans, FHA Financing
Education
Penn State University 1990 — 1994
Bachelor's degree, Kinesiology and Exercise Science
bank of america April 1999 - Present
Skills
Banking, Marketing Strategy, Marketing, Marketing Communications, Market Research, Analytics, Segmentation, Social Media Marketing, CRM, Competitive Analysis, Credit, Sales, Customer Service, Online Marketing, Loans
Education
Penn State University 1968 — 1972
Secondary Education and Teaching
Bank of America June 2015 - Present
Bank of America September 2014 - Present
Bank of America January 2013 - September 2014
Bank of America December 2010 - January 2013
Skills
SDLC, Vendor Management, Business Analysis, Process Improvement, Requirements Analysis, Management, Program Management, IT Strategy, Risk Management, Business Intelligence
Education
Penn State University 1986 — 1990
BA, Communicaitons
Pennsylvania State University 1986 — 1990
Bachelor of Arts Degree, Communications
Bank of America September 2006 - Present
NitroMed 2006 - 2006
Schering-Plough 2003 - 2006
Quidnunc 2000 - 2003
Michael Page International 1998 - 2000
Skills
Training, Talent Management, Talent Acquisition, Recruiting, Succession Planning, Performance Management, Organizational..., Organizational Design, Change Management, Employee Engagement, Employee Relations, Human Resources, Leadership, Management, Onboarding
Education
Penn State University
Bank of America 1984 - Present
Skills
Banking, Risk Management, Loans, Portfolio Management, Credit, SDLC
Education
Penn State University 1979 — 1983
BS
Bank of America November 1989 - Present
Skills
Event planning
Education
Penn State University
BA
Bank of America November 2011 - Present
CB Richard Ellis November 2007 - December 2011
Skills
Contract Negotiation, Contract Management, Construction Management, Project Management
Education
Penn State University
Master's Degree, Engineering
Bank of America June 2011 - November 2011
Bank Of America 2009 - October 2011
The Bridal Beginning November 2003 - December 2008
DMI Companies June 2006 - August 2006
Education
Penn State University 2005 — 2009
BS, Supply Chain and Information Systems
The PNC Financial Services Group, Inc. February 2013 - Present
Winstead PC June 2011 - February 2013
Bank of America May 2005 - June 2011
Drinker Biddle & Reath LLP 1998 - 2005
Skills
Banking, Corporate Finance, Commercial Lending, Legal, Legal Compliance, Legal Issues, Legal Documents, Contract Negotiation, Compliance, Regulations, Public Finance, Public Speaking
Education
University of Virginia School of Law 1993 — 1996
Doctor of Law (J.D.)
Penn State University 1989 — 1993
Bachelor of Science (BS), Labor and Industrial Relations
RBC Capital Markets June 2014 - August 2014
Merrill Lynch October 2012 - May 2014
Bank of America February 2007 - October 2012
Skills
Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Capital Markets, Portfolio Management, Hedge Funds, Strategy
Education
Villanova University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategic Management, 3.84
Penn State University 2002 — 2006
Bachelor's degree, Finance, General
Bank of America September 2010 - Present
Macy's July 2004 - June 2010
Education
Penn State University 2004 — 2008
Bachelor's, Information Science and Technology
Bank of America 1998 - Present
Skills
Credit, Team Building, Loans, Risk Management, Process Improvement, Project Management, Budgets, Sales, Operations Management, Leadership, Team Leadership, Customer Service, Financial Analysis, Training, Banking, Microsoft Excel, Mortgage Lending, Management
Education
Penn State University 2009 — 2010
MBA
Penn State University 1996 — 1999
BS, Economics
Anchor Health Properties March 2010 - September 2014
Firstrust Bank April 2005 - October 2009
Bank of America October 2003 - April 2005
Skills
Asset Management, Contract Negotiation, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Management, Real Estate, Strategic Financial..., Valuation
Education
UNC Kenan-Flagler Business School 2001 — 2003
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University 1995 — 1997
Bachelor of Arts (BA), Telecommunications
BBVA Compass June 2015 - Present
BBVA Compass January 2015 - June 2015
Bank of America February 2013 - August 2014
Skills
Microsoft Office, Customer Service, Retail Banking, Customer Service..., Data Entry, Finance, Compliance, Financial Services, New Account Opening, Loss Prevention..., Sales, Lead Generation
Education
Penn State University 2012 — 2015
Bachelor of Arts (BS), Economics, Junior
Mueller College of Holistic Studies 2010 — 2011
Holistic Health Practitioner, Integrated Bodywork
Bank of America July 2013 - Present
Bank of America October 2012 - June 2013
Bank of America October 2011 - October 2012
Bank of America October 2010 - October 2011
Bank of America March 2010 - October 2010
Bank of America July 2008 - March 2010
Skills
Mortgage Banking, Commercial Banking, Credit, Mortgage Lending, Banking, Retail Banking, Loans, Credit Analysis
Education
Penn State University 2011 — 2013
Information Technology
Penn State University 2005 — 2009
Anthopology, Cultural Anthropology
Bank of America June 2010 - Present
S&A Homes July 2009 - December 2009
Johnson and Johnson – Ethicon Inc. June 2008 - December 2008
Skills
Business Analysis, SharePoint, SQL, Access, Requirements Gathering, Sybase, Business Requirements, Banking, Clarity, Oracle, Software Documentation, Visio
Education
Penn State University 2005 — 2009
BS, MIS
Bank of America August 2010 - Present
Education
Penn State University 2001 — 2005
Finance
WilmerHale September 2014 - Present
Optum July 2014 - September 2014
Neighborhood Health Plan October 2013 - February 2014
WilmerHale February 2013 - June 2013
Dana-Farber Cancer Institute September 2012 - February 2013
WilmerHale February 2012 - September 2012
Bank of America July 2010 - September 2011
Liberty Mutual Insurance June 2008 - July 2009
Skills
Analysis, Budgets, Outlook, Microsoft Excel, MS Project, Project Coordination, Multiple Project..., Visio, SharePoint, Microsoft Office, Microsoft Office..., Minute Taking, Planning..., Meeting Scheduling, PowerPoint, Adobe Professional, Project Planning
Education
Penn State University 2004 — 2008
BS, Finance, 3.8/4.0
Bank of America November 2009 - Present
Bank of America 2000 - 2013
Skills
Banking, Financial Analysis, Cash Management
Education
Penn State University 1981 — 1985
Bachelor of Science (BS), Accounting
Bank of America February 2008 - Present
Bank of America 2008 - 2012
Skills
Leadership, Communication Skills, Driving Performance, Team Building, Executive Level..., Strategic Planning, Analytical Skills
Education
Penn State University 1980 — 1984
Bachelor of Science (BS), Management
Wells Fargo August 2015 - Present
Bank of America October 2011 - Present
Wells Fargo March 2005 - October 2011
RR Donnelley July 1999 - June 2004
Skills
Organizational..., Process Improvement, Change Management, Banking, Business Process..., Business Analysis, Cross-functional Team..., Financial Services, Governance, Leadership, PMO, Program Management, Project Management, Project Portfolio..., Risk Management, Training, Stakeholder Management, Vendor Management, SDLC
Education
Penn State University 1994 — 1998
Bank of America September 2006 - Present
Education
Penn State University 1997 — 2001
Bachelor's degree
Bank of America 2008 - 2011
Skills
Credit Analysis, Mortgage Lending, Loans, Credit, Retail Banking, Banking, Commercial Banking, Credit Risk, Mortgage Banking, Risk Management, Mortgage Servicing, Residential Mortgages, Consumer Lending, Call Centers, Loan Origination, Loan Servicing, Relationship Management, Portfolio Management
Education
Penn State University 1986 — 1990
Mathematics
Bank of America FundraiserPenn State University$
Skills
Loans, Commercial Banking, Project Management, Small Business Lending, Banking, Credit Risk, Mortgage Lending, Consumer Lending, Credit, Microsoft Office, Retail Banking, Credit Analysis
Education
Penn State University
Bachelor's degree, Sociology and political science and Economics
berwick high school
Sovereign Bank 2012 - Present
Bank of America 2001 - 2011
Bank of America 2001 - 2003
Education
Penn State University 1990 — 1991
Behavioral Sciences
Westfield State College 1987 — 1990
Psychology
Bank of America 1994 - 2013
Education
Penn State University 1976 — 1981
Bachlor of Science, Elementary and Special Education