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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Lucia Wang Lucia Wang's Bank of America Experience June 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Bank of America June 2012 - August 2012
IguanaMed May 2011 - August 2011
Education
Princeton University 2010 — 2014
Operations Research and Financial Engineering
Goldman Sachs July 2014 - Present
Goldman Sachs June 2013 - August 2013
Bank of America June 2012 - August 2012
IguanaMed May 2011 - August 2011
Education
Princeton University 2010 — 2014
Operations Research and Financial Engineering
Scott Billeadeau Scott Billeadeau's Bank of America Experience 1991 - 1999
Job
Industry Investment Management
Experience
FactSet Research Systems January 2001 - Present
Walrus Partners, LLC November 2013 - Present
Fifth Third Asset Management (FTAM) March 2003 - September 2012
Paladin Investment Associates June 1999 - March 2003
Bank of America 1991 - 1999
IDS (Now Ameriprise) January 1986 - July 1991
Skills
Investment Management, Performance Attribution, Equity Research, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Business Valuation, Financial Markets, Equity Trading, Investment Advisory, Portfolio Optimization, Quantitative Analytics, Equity Valuation, Trading, Securities, Investment Strategies, Mutual Funds, Asset Allocation, Bloomberg, Hedge Funds, Investments, Alternative Investments
Education
Princeton University 1980 — 1984
AB, Ecnomics
FactSet Research Systems January 2001 - Present
Walrus Partners, LLC November 2013 - Present
Fifth Third Asset Management (FTAM) March 2003 - September 2012
Paladin Investment Associates June 1999 - March 2003
Bank of America 1991 - 1999
IDS (Now Ameriprise) January 1986 - July 1991
Skills
Investment Management, Performance Attribution, Equity Research, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Equities, Business Valuation, Financial Markets, Equity Trading, Investment Advisory, Portfolio Optimization, Quantitative Analytics, Equity Valuation, Trading, Securities, Investment Strategies, Mutual Funds, Asset Allocation, Bloomberg, Hedge Funds, Investments, Alternative Investments
Education
Princeton University 1980 — 1984
AB, Ecnomics
Jack Ruth Jack Ruth's Bank of America Experience July 2011 - August 2011
Job Financial Analyst II, Subscriber Growth & Experience at Hulu
Industry Marketing and Advertising
Experience
Hulu January 2015 - Present
Hulu August 2013 - December 2014
Nike June 2012 - August 2012
Bank of America July 2011 - August 2011
Griffin Financial Group June 2011 - July 2011
Skills
Analytics, Financial Modeling, Google Analytics, Competitive Analysis, Market Research
Education
Princeton University 2009 — 2013
Bachelor of Arts, Politics: Program in Politcal Economics
Wilson High School 2005 — 2009
Hulu January 2015 - Present
Hulu August 2013 - December 2014
Nike June 2012 - August 2012
Bank of America July 2011 - August 2011
Griffin Financial Group June 2011 - July 2011
Skills
Analytics, Financial Modeling, Google Analytics, Competitive Analysis, Market Research
Education
Princeton University 2009 — 2013
Bachelor of Arts, Politics: Program in Politcal Economics
Wilson High School 2005 — 2009
Betsy Angelone Betsy Angelone's Bank of America Experience October 1990 - Present
Job Senior Vice President Business Banking at Bank of America
Industry Banking
Experience
Bank of America October 1990 - Present
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Credit Risk, Loan Origination, Commercial Lending, Small Business Lending, Financial Analysis, Equities, Portfolio Management, Finance, Financial Risk, Financial Modeling
Education
Providence College 1983 — 1987
BS, Business
Bank of America October 1990 - Present
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Mortgage Banking, Retail Banking, Credit Risk, Loan Origination, Commercial Lending, Small Business Lending, Financial Analysis, Equities, Portfolio Management, Finance, Financial Risk, Financial Modeling
Education
Providence College 1983 — 1987
BS, Business
Amjad Talib Amjad Talib's Bank of America Experience May 2013 - August 2013
Job Student at Providence College
Industry Financial Services
Experience
Sail Connecticut Access Program March 2015 - Present
Vivint November 2014 - February 2015
Rhode Island General Assembly January 2014 - May 2014
Common Grounds Café March 2013 - May 2014
Bank of America May 2013 - August 2013
Provisions Sandwiches and Bakery June 2012 - August 2012
Heritage Capital June 2011 - August 2011
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Management, Finance, Teamwork, Leadership, Illustrator, Risk Management, Research, Event Planning, Social Networking, Time Management, Adobe Creative Suite, HTML, Social Entrepreneurship, Application of..., Theory Development and..., Quantitative Analysis, Business Development, Strategic Enterprise..., Organizational..., Politics, Public Policy, Web Design
Education
Providence College 2012 — 2016
Bachelor of Science (BS), Business Management
Hopkins School 2006 — 2012
Diploma, Liberal Arts and Sciences/Liberal Studies
Sail Connecticut Access Program March 2015 - Present
Vivint November 2014 - February 2015
Rhode Island General Assembly January 2014 - May 2014
Common Grounds Café March 2013 - May 2014
Bank of America May 2013 - August 2013
Provisions Sandwiches and Bakery June 2012 - August 2012
Heritage Capital June 2011 - August 2011
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Social Media, Management, Finance, Teamwork, Leadership, Illustrator, Risk Management, Research, Event Planning, Social Networking, Time Management, Adobe Creative Suite, HTML, Social Entrepreneurship, Application of..., Theory Development and..., Quantitative Analysis, Business Development, Strategic Enterprise..., Organizational..., Politics, Public Policy, Web Design
Education
Providence College 2012 — 2016
Bachelor of Science (BS), Business Management
Hopkins School 2006 — 2012
Diploma, Liberal Arts and Sciences/Liberal Studies
David Cook's Bank of America Experience September 2010 - May 2011
Job If you use Salesforce reach out to me to see what NewVoiceMedia can do for your Sales and Customer Support teams
Industry Computer Software
Experience
NewVoiceMedia February 2015 - Present
NewVoiceMedia May 2014 - January 2015
Oracle May 2013 - May 2014
Wetherby Asset Management July 2012 - May 2013
Merk Investments September 2011 - July 2012
Bank of America September 2010 - May 2011
Bank of America January 2008 - September 2010
State Street Corporation October 2005 - July 2006
State Street Corporation September 2004 - October 2005
State Street Corporation June 2003 - September 2004
Skills
Enterprise Software, Salesforce.com, Finance, SaaS, Relationship Management, Trading, Taleo, Applicant Tracking..., Microsoft Office, Sales Operations, Cold Calling, Business Strategy, Cloud Computing, Competitive Analysis, Lead Generation, Solution Selling, Oracle Applications, Forecasting, Enterprise Solution..., Bloomberg, New Business Development, Social Media Marketing, B2B, Business Development, Talent Management, Consultative Sales, CTI, MBA, B2C, Leadership, Public Speaking, CRM, Strategy, Sales
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Business Administration
Providence College 1999 — 2003
B.S., Finance
St. John's Preparatory School 1995 — 1999
NewVoiceMedia February 2015 - Present
NewVoiceMedia May 2014 - January 2015
Oracle May 2013 - May 2014
Wetherby Asset Management July 2012 - May 2013
Merk Investments September 2011 - July 2012
Bank of America September 2010 - May 2011
Bank of America January 2008 - September 2010
State Street Corporation October 2005 - July 2006
State Street Corporation September 2004 - October 2005
State Street Corporation June 2003 - September 2004
Skills
Enterprise Software, Salesforce.com, Finance, SaaS, Relationship Management, Trading, Taleo, Applicant Tracking..., Microsoft Office, Sales Operations, Cold Calling, Business Strategy, Cloud Computing, Competitive Analysis, Lead Generation, Solution Selling, Oracle Applications, Forecasting, Enterprise Solution..., Bloomberg, New Business Development, Social Media Marketing, B2B, Business Development, Talent Management, Consultative Sales, CTI, MBA, B2C, Leadership, Public Speaking, CRM, Strategy, Sales
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Business Administration
Providence College 1999 — 2003
B.S., Finance
St. John's Preparatory School 1995 — 1999
Kim Marie Thore's Bank of America Experience December 1996 - May 2006
Job Director of Marketing Greensboro College
Industry Marketing and Advertising
Experience
Sawtooth School For Visual Art 2014 - Present
Greensboro College September 2013 - Present
Wake Forest University January 2011 - September 2013
New Mexico State University August 2012 - August 2013
Who's Who Illustrated, LLC/ Valacious . LLC January 2006 - January 2011
FRESH Productions and Marketing January 2000 - January 2010
WACHOVIA/WELLS FARGO Nielsen Claritas December 2008 - September 2009
Piedmont Aviation Credit Union January 2008 - December 2008
InterAct Public Safety May 2006 - May 2007
Bank of America December 1996 - May 2006
Skills
Public Relations, Marketing, Change Management, Process Improvement, Journalism, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Public Speaking, Resume Writing, Copywriting, Event Management, Management, Advertising, Strategy, Training, Editing, Nonprofits, Social Networking, Program Management, Blogging, Online Marketing, Leadership, Media Relations, Fundraising, Event Planning, Direct Marketing, CRM, Entrepreneurship, Creative Direction, Strategic Communications, Lead Generation, Business Development, Brand Management, Internal Communications, Team Building, Team Leadership, Product Marketing, Sales, Graphic Design, Integrated Marketing, Newsletters, Brand Development, Volunteer Management, Community Outreach, Higher Education..., Time Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, English Literature
Southern Polytechnic State 2007 — 2007
ISO 9000 Auditor Certification Program
Princeton University 2012 — 2012
Sociology
Marketing University of Phoenix
Masters Studies, Operational Management
Governors School
Fine/Studio Arts, General
University of North Carolina at Greensboro
Master's degree, Liberal Arts and Sciences/Liberal Studies
Sawtooth School For Visual Art 2014 - Present
Greensboro College September 2013 - Present
Wake Forest University January 2011 - September 2013
New Mexico State University August 2012 - August 2013
Who's Who Illustrated, LLC/ Valacious . LLC January 2006 - January 2011
FRESH Productions and Marketing January 2000 - January 2010
WACHOVIA/WELLS FARGO Nielsen Claritas December 2008 - September 2009
Piedmont Aviation Credit Union January 2008 - December 2008
InterAct Public Safety May 2006 - May 2007
Bank of America December 1996 - May 2006
Skills
Public Relations, Marketing, Change Management, Process Improvement, Journalism, Marketing Strategy, Marketing Communications, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Public Speaking, Resume Writing, Copywriting, Event Management, Management, Advertising, Strategy, Training, Editing, Nonprofits, Social Networking, Program Management, Blogging, Online Marketing, Leadership, Media Relations, Fundraising, Event Planning, Direct Marketing, CRM, Entrepreneurship, Creative Direction, Strategic Communications, Lead Generation, Business Development, Brand Management, Internal Communications, Team Building, Team Leadership, Product Marketing, Sales, Graphic Design, Integrated Marketing, Newsletters, Brand Development, Volunteer Management, Community Outreach, Higher Education..., Time Management
Education
University of North Carolina at Chapel Hill
Bachelor of Arts, English Literature
Southern Polytechnic State 2007 — 2007
ISO 9000 Auditor Certification Program
Princeton University 2012 — 2012
Sociology
Marketing University of Phoenix
Masters Studies, Operational Management
Governors School
Fine/Studio Arts, General
University of North Carolina at Greensboro
Master's degree, Liberal Arts and Sciences/Liberal Studies
Courtney Gotjen Courtney Gotjen's Bank of America Experience March 2010 - Present
Job Executive Administrator, Global Human Resources at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
Bank of America 2006 - 2010
Bank of America 2002 - 2006
Skills
Administrative Support, Outlook, Office Management, Access, Software Documentation, Administrative..., Executive Calendar..., Executive..., Process Improvement, Professional Mentoring, Event Planning, Employee Relations, Travel Arrangements, Confidentiality, Microsoft Excel, Project Management, Banking
Education
Providence College 1994 — 1998
Bachelor of Arts, Political Science
Bank of America March 2010 - Present
Bank of America 2006 - 2010
Bank of America 2002 - 2006
Skills
Administrative Support, Outlook, Office Management, Access, Software Documentation, Administrative..., Executive Calendar..., Executive..., Process Improvement, Professional Mentoring, Event Planning, Employee Relations, Travel Arrangements, Confidentiality, Microsoft Excel, Project Management, Banking
Education
Providence College 1994 — 1998
Bachelor of Arts, Political Science
Mary Fan Mary Fan's Bank of America Experience March 2012 - July 2013
Job Marketing Associate at UBS
Industry Marketing and Advertising
Experience
UBS July 2013 - Present
Red Adept Publishing May 2012 - Present
Glass House Press August 2012 - Present
Bank of America March 2012 - July 2013
Magnetar Capital 2011 - February 2012
NBC Universal July 2009 - September 2009
Carl Fischer Music Publishing May 2009 - July 2009
Goldman Sachs June 2008 - August 2008
Skills
Research, Financial Analysis, Marketing Strategy, Project Management, Communication Skills, Creative Writing, Copywriting, Web Marketing, Financial Modeling, Editing, Publishing, Market Research, Blogging, Books, Publications, Writing, Marketing, Microsoft Office, Microsoft Excel, Social Media, Data Analysis, Public Speaking, Strategy
Education
Princeton University 2006 — 2010
Bachelor of Arts (BA), Music Theory and Composition
Princeton High School 2003 — 2006
UBS July 2013 - Present
Red Adept Publishing May 2012 - Present
Glass House Press August 2012 - Present
Bank of America March 2012 - July 2013
Magnetar Capital 2011 - February 2012
NBC Universal July 2009 - September 2009
Carl Fischer Music Publishing May 2009 - July 2009
Goldman Sachs June 2008 - August 2008
Skills
Research, Financial Analysis, Marketing Strategy, Project Management, Communication Skills, Creative Writing, Copywriting, Web Marketing, Financial Modeling, Editing, Publishing, Market Research, Blogging, Books, Publications, Writing, Marketing, Microsoft Office, Microsoft Excel, Social Media, Data Analysis, Public Speaking, Strategy
Education
Princeton University 2006 — 2010
Bachelor of Arts (BA), Music Theory and Composition
Princeton High School 2003 — 2006
Robert Sellers's Bank of America Experience May 1997 - April 2004
Job Market Executive at Banterra Bank
Industry Banking
Experience
Banterra Bank April 2013 - Present
BMO Harris Bank April 2004 - April 2013
Bank of America May 1997 - April 2004
UMB Bank March 1995 - May 1997
UMB Bank September 1990 - April 1995
Skills
Portfolio Management, Banking, Commercial Banking, Middle Market, Loans, Credit, Credit Analysis, Employee Benefits, Financial Analysis, Financial Structuring, Commercial Lending, Financial Modeling, Underwriting, Real Estate, Management, Credit Risk, Investments, Cash Management, Loan Origination, Mortgage Lending, Sales, Risk Management, Treasury Management, Finance, Mergers & Acquisitions
Education
Principia College 1986 — 1990
B.A, Economics
Banterra Bank April 2013 - Present
BMO Harris Bank April 2004 - April 2013
Bank of America May 1997 - April 2004
UMB Bank March 1995 - May 1997
UMB Bank September 1990 - April 1995
Skills
Portfolio Management, Banking, Commercial Banking, Middle Market, Loans, Credit, Credit Analysis, Employee Benefits, Financial Analysis, Financial Structuring, Commercial Lending, Financial Modeling, Underwriting, Real Estate, Management, Credit Risk, Investments, Cash Management, Loan Origination, Mortgage Lending, Sales, Risk Management, Treasury Management, Finance, Mergers & Acquisitions
Education
Principia College 1986 — 1990
B.A, Economics
Bruce Hesterberg's Bank of America Experience November 1978 - January 1980
Job Principal at Etegra / Team Four
Industry Architecture & Planning
Experience
Etegra, Inc. April 1983 - Present
Team Four Architects, a division of Etegra April 1983 - Present
Bank of America November 1978 - January 1980
Skills
Architecture, Sustainability, Renovation, Master Planning, Sustainable Design, Site Planning, Institutional, Site Design, Architectural Design, Value Engineering, Mixed-use, Construction Documents, Adaptive Reuse, Green Building, Historic Preservation, Space Planning, AIA, Commercial Projects, Feasibility Studies, Zoning, Comprehensive Planning, Submittals, Interior Architecture, AutoCAD Architecture, Construction Drawings, LEED AP
Education
University of Illinois at Urbana-Champaign 1980 — 1982
Master of Architecture & Master of Business Administration
Princeton University 1974 — 1978
Bachelor of Arts, Architecture
Etegra, Inc. April 1983 - Present
Team Four Architects, a division of Etegra April 1983 - Present
Bank of America November 1978 - January 1980
Skills
Architecture, Sustainability, Renovation, Master Planning, Sustainable Design, Site Planning, Institutional, Site Design, Architectural Design, Value Engineering, Mixed-use, Construction Documents, Adaptive Reuse, Green Building, Historic Preservation, Space Planning, AIA, Commercial Projects, Feasibility Studies, Zoning, Comprehensive Planning, Submittals, Interior Architecture, AutoCAD Architecture, Construction Drawings, LEED AP
Education
University of Illinois at Urbana-Champaign 1980 — 1982
Master of Architecture & Master of Business Administration
Princeton University 1974 — 1978
Bachelor of Arts, Architecture
Sandy Samuels Sandy Samuels's Bank of America Experience July 2008 - August 2010
Job College/Law School Adjunct Professor
Industry Education Management
Experience
CSUN Business Law Department August 2014 - Present
Bet Tzedek Legal Services November 2010 - August 2014
Bank of America July 2008 - August 2010
Countrywide Financial Corporation April 1990 - June 2008
Education
University of California, Los Angeles - School of Law 1974 — 1977
JD
Princeton University 1970 — 1974
AB, Near Eastern Studies
CSUN Business Law Department August 2014 - Present
Bet Tzedek Legal Services November 2010 - August 2014
Bank of America July 2008 - August 2010
Countrywide Financial Corporation April 1990 - June 2008
Education
University of California, Los Angeles - School of Law 1974 — 1977
JD
Princeton University 1970 — 1974
AB, Near Eastern Studies
Andy Keith Andy Keith's Bank of America Experience March 2008 - March 2009
Job Managing Director at U.S. Trust.
Industry Investment Management
Experience
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
U.S. Trust May 2015 - Present
U.S. Trust December 2009 - May 2015
Bank of America March 2008 - March 2009
Merrill Lynch March 2009 - 2009
Pioneer Investments May 1998 - March 2008
New York Life 1996 - 1998
New York Life 1995 - 1996
Skills
Mutual Funds, Asset Management, Investments, Investment Products, Business Planning, Retirement, Institutional, Series 7, Wealth Management, Product Management, Client Service, Investment Advisory, Series 66, Annuities, Retirement Planning, Business Strategy, Asset Allocation, Investment Strategies, Separately Managed..., Managed Accounts, Fund Of Funds, Institutional..., Defined Benefit, Private Banking, Financial Advisory
Education
Providence College 1990 — 1994
BSc, Economics
Chris Hatton Chris Hatton's Bank of America Experience 1996 - 2003
Job Director Foreign Exchange at Credit Suisse
Industry Banking
Experience
Credit Suisse November 2009 - Present
HSBC April 2005 - August 2009
Deutsche Bank March 2003 - March 2005
Bank of America 1996 - 2003
Skills
Trading, Emerging Markets, Coaching, Interpersonal Skill, Management, Fixed Income, Electronic Trading, FX Options, Bloomberg, Options, Portfolio Management, Capital Markets, Financial Markets
Education
Providence College 1985 — 1989
Credit Suisse November 2009 - Present
HSBC April 2005 - August 2009
Deutsche Bank March 2003 - March 2005
Bank of America 1996 - 2003
Skills
Trading, Emerging Markets, Coaching, Interpersonal Skill, Management, Fixed Income, Electronic Trading, FX Options, Bloomberg, Options, Portfolio Management, Capital Markets, Financial Markets
Education
Providence College 1985 — 1989
Alejandro Sangiovanni, MBA Alejandro Sangiovanni, MBA's Bank of America Experience September 2014 - Present
Job Financial Analyst at Bank of America
Industry Accounting
Experience
Bank of America September 2014 - Present
Bank of America September 2012 - September 2014
Bank of America April 2011 - September 2012
Skills
Microsoft Office, Accounting, Data Analysis, Microsoft Excel, Accounts Payable, Access, Financial Analysis, Peachtree, Account Reconciliation, Accounts Receivable, Invoicing, Financial Reporting, Finance, Corporate Finance
Education
University of Rhode Island 2012 — 2015
Master of Business Administration (MBA), Finance, General
Providence College 2006 — 2010
Bachelor of Science, Accountancy
Bank of America September 2014 - Present
Bank of America September 2012 - September 2014
Bank of America April 2011 - September 2012
Skills
Microsoft Office, Accounting, Data Analysis, Microsoft Excel, Accounts Payable, Access, Financial Analysis, Peachtree, Account Reconciliation, Accounts Receivable, Invoicing, Financial Reporting, Finance, Corporate Finance
Education
University of Rhode Island 2012 — 2015
Master of Business Administration (MBA), Finance, General
Providence College 2006 — 2010
Bachelor of Science, Accountancy
Jennifer D'Ambrosio's Bank of America Experience January 2006 - Present
Job Officer; Business Control Specialist at Bank of America
Industry Staffing and Recruiting
Experience
Bank of America January 2006 - Present
Bank of America February 2008 - September 2014
U.S. Trust January 2007 - February 2008
Bank of America January 2006 - December 2006
Lancome October 2004 - December 2005
Citizens Bank September 2003 - September 2004
Miss America Organization April 2001 - April 2002
Skills
Payroll, Coaching, Recruiting, Customer Service, Marketing, Leadership, Performance Management, Human Resources, Public Speaking, Management, PowerPoint, Negotiation, Microsoft Excel, Sales, Event Planning, Microsoft Office, Social Media, Employee Relations
Education
Salve Regina University 2002 — 2004
MBA, Business Management
Providence College 1998 — 2002
BA, Political Science
Bank of America January 2006 - Present
Bank of America February 2008 - September 2014
U.S. Trust January 2007 - February 2008
Bank of America January 2006 - December 2006
Lancome October 2004 - December 2005
Citizens Bank September 2003 - September 2004
Miss America Organization April 2001 - April 2002
Skills
Payroll, Coaching, Recruiting, Customer Service, Marketing, Leadership, Performance Management, Human Resources, Public Speaking, Management, PowerPoint, Negotiation, Microsoft Excel, Sales, Event Planning, Microsoft Office, Social Media, Employee Relations
Education
Salve Regina University 2002 — 2004
MBA, Business Management
Providence College 1998 — 2002
BA, Political Science
Dana Harrison Dana Harrison's Bank of America Experience 1981 - 1989
Job Managing Director at Theatre Bay Area
Industry Civic & Social Organization
Experience
Theatre Bay Area December 2011 - Present
Post-Playa Productions 2005 - Present
Black Rock Arts Foundation 2005 - July 2014
DLH Consulting 2005 - December 2011
The Seasteading Institute 2010 - 2010
Planet Care/Global Health Access Program 1999 - 2005
Oakland Noodle Factory 1999 - 2005
Black Rock City, LLC 1998 - 2005
Charles Schwab 1989 - 1998
Bank of America 1981 - 1989
Skills
Grant Writing, Recruiting, Non-profits, Contract Management, Event Planning, HR Policies, Workshop Facilitation, Project Management, Training, Strategy, Volunteer Management, Budgets, Management, Fundraising, Nonprofits, Strategic Planning, Leadership, Entrepreneurship, Arts Administration, Theatre, Public Relations, Team Building, Coaching
Education
Princeton University 1977 — 1981
BA, History
Princeton University
Bachelor's degree
Theatre Bay Area December 2011 - Present
Post-Playa Productions 2005 - Present
Black Rock Arts Foundation 2005 - July 2014
DLH Consulting 2005 - December 2011
The Seasteading Institute 2010 - 2010
Planet Care/Global Health Access Program 1999 - 2005
Oakland Noodle Factory 1999 - 2005
Black Rock City, LLC 1998 - 2005
Charles Schwab 1989 - 1998
Bank of America 1981 - 1989
Skills
Grant Writing, Recruiting, Non-profits, Contract Management, Event Planning, HR Policies, Workshop Facilitation, Project Management, Training, Strategy, Volunteer Management, Budgets, Management, Fundraising, Nonprofits, Strategic Planning, Leadership, Entrepreneurship, Arts Administration, Theatre, Public Relations, Team Building, Coaching
Education
Princeton University 1977 — 1981
BA, History
Princeton University
Bachelor's degree
Nikki Moran Nikki Moran's Bank of America Experience October 2007 - May 2008
Job President & CEO at Northway Technologies
Industry Executive Office
Experience
Northway Technologies 2014 - Present
CapitalOne May 2008 - 2012
Bank of America October 2007 - May 2008
Bank of America July 2006 - October 2007
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Citizens Financial group 2001 - 2003
Sovereign Bank 1999 - 2001
Fleet Bank 1993 - 1999
Skills
Six Sigma, Commercial Banking, Small Business, Administration, Executive Management, Banking, Retail Banking, Cash Management, Merchant Services, Operations Management, Strategic Planning, Acquisition Integration, New Business Development, Change Management, Sales Management, Management, Strategy, Leadership, Commercial Lending, System Administration, Loans, Sales, Team Management, Risk Management, Financial Risk, Business Development, Credit, Small Business Lending, Finance, Relationship Management, Financial Services, Consumer Lending, Mergers & Acquisitions, Portfolio Management
Education
Providence College 1988 — 1992
BA, Philosophy, Western Civ, Asian Studies
Lawrence Academy 1985 — 1988
Hong Kong International School 1985 — 1986
Northway Technologies 2014 - Present
CapitalOne May 2008 - 2012
Bank of America October 2007 - May 2008
Bank of America July 2006 - October 2007
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Citizens Financial group 2001 - 2003
Sovereign Bank 1999 - 2001
Fleet Bank 1993 - 1999
Skills
Six Sigma, Commercial Banking, Small Business, Administration, Executive Management, Banking, Retail Banking, Cash Management, Merchant Services, Operations Management, Strategic Planning, Acquisition Integration, New Business Development, Change Management, Sales Management, Management, Strategy, Leadership, Commercial Lending, System Administration, Loans, Sales, Team Management, Risk Management, Financial Risk, Business Development, Credit, Small Business Lending, Finance, Relationship Management, Financial Services, Consumer Lending, Mergers & Acquisitions, Portfolio Management
Education
Providence College 1988 — 1992
BA, Philosophy, Western Civ, Asian Studies
Lawrence Academy 1985 — 1988
Hong Kong International School 1985 — 1986
Chris Pavlic Chris Pavlic's Bank of America Experience March 2001 - April 2006
Job Equity Sales at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2006 - Present
Bank of America March 2001 - April 2006
Cowen and Company May 1998 - January 2001
Education
Princeton University 1989 — 1993
Bachelor of Arts (B.A.), English
Jefferies & Company June 2006 - Present
Bank of America March 2001 - April 2006
Cowen and Company May 1998 - January 2001
Education
Princeton University 1989 — 1993
Bachelor of Arts (B.A.), English
Steven Cutler Steven Cutler's Bank of America Experience July 2013 - December 2014
Job Investment Banking Analyst Healthcare at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
Bank of America July 2013 - December 2014
Catalyst Advisors LLC 2012 - 2013
USRowing June 2012 - August 2012
Princeton University September 2008 - June 2012
Princeton University January 2011 - May 2012
U.S. National Rowing Team June 2011 - August 2011
U.S. National Rowing Team June 2010 - August 2010
Berkeley Preparatory School January 2006 - May 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Team-oriented, Online Research, Research, PowerPoint
Education
Princeton University 2008 — 2012
Bachelor's degree, Psychology/Neuroscience
Berkeley Preparatory School 1994 — 2008
High School
Jefferies December 2014 - Present
Bank of America July 2013 - December 2014
Catalyst Advisors LLC 2012 - 2013
USRowing June 2012 - August 2012
Princeton University September 2008 - June 2012
Princeton University January 2011 - May 2012
U.S. National Rowing Team June 2011 - August 2011
U.S. National Rowing Team June 2010 - August 2010
Berkeley Preparatory School January 2006 - May 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Team-oriented, Online Research, Research, PowerPoint
Education
Princeton University 2008 — 2012
Bachelor's degree, Psychology/Neuroscience
Berkeley Preparatory School 1994 — 2008
High School
Timothy Carr Timothy Carr's Bank of America Experience February 2013 - Present
Job Director at Bank of America
Industry Investment Banking
Experience
Bank of America February 2013 - Present
Bank of America April 2012 - Present
CIBC World Markets June 2006 - June 2011
Credit Suisse First Boston 2004 - 2006
UBS Investment Bank 2001 - 2004
UBS 2001 - 2004
SunGard 1994 - 2000
Exis Consulting June 1992 - July 1994
Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Multinational Management
Princeton University 1984 — 1988
BSE, Electrical Engineering and Computer Science
Bank of America February 2013 - Present
Bank of America April 2012 - Present
CIBC World Markets June 2006 - June 2011
Credit Suisse First Boston 2004 - 2006
UBS Investment Bank 2001 - 2004
UBS 2001 - 2004
SunGard 1994 - 2000
Exis Consulting June 1992 - July 1994
Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Multinational Management
Princeton University 1984 — 1988
BSE, Electrical Engineering and Computer Science
Stanley Adjabeng's Bank of America Experience April 2008 - November 2011
Job Business Analyst JPMorgan Chase, PhD Candidate University of North Texas
Industry Banking
Experience
JPMorgan Chase November 2011 - Present
University of North Texas January 2014 - Present
Bank of America April 2008 - November 2011
United Healthcare October 2006 - April 2008
Cingular Wireless June 2002 - October 2006
University of Illinois Springfield August 2001 - May 2002
Principia College June 1998 - June 2001
Skills
Workforce Management, Project Management, Capacity Planning, Forecasting, Employee Training, Process Improvement, Vendor Management, Visio, Business Analysis, Call Center, Program Management, Change Management, Training, Customer Experience, Leadership, Performance Management, SharePoint, Customer Service, Requirements Analysis, Databases, Project Planning, Call Centers, Telecommunications, Management, Analysis, Strategy, Software Documentation
Education
University of North Texas 2010 — 2015
PhD
University of Illinois Springfield 2001 — 2004
MS
Principia College 1997 — 2001
Bachelors
JPMorgan Chase November 2011 - Present
University of North Texas January 2014 - Present
Bank of America April 2008 - November 2011
United Healthcare October 2006 - April 2008
Cingular Wireless June 2002 - October 2006
University of Illinois Springfield August 2001 - May 2002
Principia College June 1998 - June 2001
Skills
Workforce Management, Project Management, Capacity Planning, Forecasting, Employee Training, Process Improvement, Vendor Management, Visio, Business Analysis, Call Center, Program Management, Change Management, Training, Customer Experience, Leadership, Performance Management, SharePoint, Customer Service, Requirements Analysis, Databases, Project Planning, Call Centers, Telecommunications, Management, Analysis, Strategy, Software Documentation
Education
University of North Texas 2010 — 2015
PhD
University of Illinois Springfield 2001 — 2004
MS
Principia College 1997 — 2001
Bachelors
Chuck Hardy Chuck Hardy's Bank of America Experience November 2011 - Present
Job Mortgage Loan Officer at Bank of America NMLS #718016
Industry Banking
Experience
Bank of America November 2011 - Present
First Option Mortgage August 2011 - November 2011
Century 21 Assurance Realty January 2011 - July 2011
O'KEEFE2 Team at Century 21 Executives Realty November 2008 - January 2011
American Equity Mortgage February 2004 - August 2008
Skills
Purchase, Refinance, Strategic Partnerships, Real Estate, Sellers, FHA, VA loans, First Time Home Buyers, Home Equity Lines of..., Home Equity Loans, REO, Residential Mortgages, HUD, Government Loans, Mortgage Lending, Residential Homes, FHA financing, Loans, Investment Properties, Loan Origination, Mortgage Banking, Charity Work, Philanthropy
Education
The University of British Columbia 2008 — 2008
Real Estate Licensing
Principia College 1987 — 1991
BA, Business Administration
Bank of America November 2011 - Present
First Option Mortgage August 2011 - November 2011
Century 21 Assurance Realty January 2011 - July 2011
O'KEEFE2 Team at Century 21 Executives Realty November 2008 - January 2011
American Equity Mortgage February 2004 - August 2008
Skills
Purchase, Refinance, Strategic Partnerships, Real Estate, Sellers, FHA, VA loans, First Time Home Buyers, Home Equity Lines of..., Home Equity Loans, REO, Residential Mortgages, HUD, Government Loans, Mortgage Lending, Residential Homes, FHA financing, Loans, Investment Properties, Loan Origination, Mortgage Banking, Charity Work, Philanthropy
Education
The University of British Columbia 2008 — 2008
Real Estate Licensing
Principia College 1987 — 1991
BA, Business Administration
Gerry Mirabile Gerry Mirabile's Bank of America Experience June 2003 - May 2007
Job Claims Representative at Social Security Administration
Industry Banking
Experience
Social Security Administration March 2012 - Present
Social Security Administration September 2007 - March 2012
Bank of America June 2003 - May 2007
Fleet National Bank June 2003 - July 2005
Fleet National bank September 2000 - June 2003
Education
Salve Regina University 2008 — 2010
Masters, Business Adminstration
Providence College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Rhode Island 1999 — 2000
None, Communciations/Journalism
Social Security Administration March 2012 - Present
Social Security Administration September 2007 - March 2012
Bank of America June 2003 - May 2007
Fleet National Bank June 2003 - July 2005
Fleet National bank September 2000 - June 2003
Education
Salve Regina University 2008 — 2010
Masters, Business Adminstration
Providence College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Rhode Island 1999 — 2000
None, Communciations/Journalism
Christian Read Christian Read's Bank of America Experience 2006 - 2006
Job Vice President, Equity Derivatives at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs 2009 - Present
Bank of America Merrill Lynch 2008 - 2009
TEV Miesbach 2007 - 2008
Bank of America 2006 - 2006
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Goldman Sachs 2009 - Present
Bank of America Merrill Lynch 2008 - 2009
TEV Miesbach 2007 - 2008
Bank of America 2006 - 2006
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Chad Horner Chad Horner's Bank of America Experience June 2012 - August 2012
Job Student at Princeton University
Industry Investment Management
Kim Butler Kim Butler's Bank of America Experience August 1988 - December 1990
Job CoFounder at The SUMMIT for Advisors & the Prosperity Economics Movement, Financial Author, CEO Partners for Prosperity
Industry Financial Services
Experience
The SUMMIT for Prosperity Economics Advisors July 2014 - Present
Partners for Prosperity, Inc. February 1996 - Present
Prosperity Economics Movement January 2009 - Present
The Strategic Coach May 1994 - Present
Mountaintops Inc./ ProsperityPeaks.com November 1990 - Present
Bank of America August 1988 - December 1990
Skills
Life Settlements, Bridge Loans, Life Insurance, Entrepreneur, Money, Entrepreneurship, Executive Coaching, Coaching, Management Consulting, Financial Advisory, Executive Development, Leadership Development, Small Business, Strategic Financial..., Public Speaking, Management, Wealth Management, Retirement Planning, Estate Planning, Personal Development, Investments, Team Building, Fixed Annuities, Sales, Workshop Facilitation, Insurance, Life Coaching, Training, Business Coaching, Marketing, Retirement, Presentation Coaching, IRAs, Business, Disability Insurance, Lifestyle Coaching, Finance, Webinars, Succession Planning, Strategy, Leadership, Organizational..., Business Planning, Consulting, Time Management, Personal Finance, Strategic Planning, Emotional Intelligence, Business Development, Financial Planning
Education
Principia College 1984 — 1988
BA
The SUMMIT for Prosperity Economics Advisors July 2014 - Present
Partners for Prosperity, Inc. February 1996 - Present
Prosperity Economics Movement January 2009 - Present
The Strategic Coach May 1994 - Present
Mountaintops Inc./ ProsperityPeaks.com November 1990 - Present
Bank of America August 1988 - December 1990
Skills
Life Settlements, Bridge Loans, Life Insurance, Entrepreneur, Money, Entrepreneurship, Executive Coaching, Coaching, Management Consulting, Financial Advisory, Executive Development, Leadership Development, Small Business, Strategic Financial..., Public Speaking, Management, Wealth Management, Retirement Planning, Estate Planning, Personal Development, Investments, Team Building, Fixed Annuities, Sales, Workshop Facilitation, Insurance, Life Coaching, Training, Business Coaching, Marketing, Retirement, Presentation Coaching, IRAs, Business, Disability Insurance, Lifestyle Coaching, Finance, Webinars, Succession Planning, Strategy, Leadership, Organizational..., Business Planning, Consulting, Time Management, Personal Finance, Strategic Planning, Emotional Intelligence, Business Development, Financial Planning
Education
Principia College 1984 — 1988
BA
Gifty Aryeetey Gifty Aryeetey's Bank of America Experience November 2009 - August 2010
Job MBA Accounting Graduate
Industry Accounting
Experience
Essilor March 2015 - Present
AARP February 2013 - Present
US Risk Insurance March 2013 - 2014
VITA February 2011 - January 2013
University of Missouri - St. Louis January 2011 - December 2012
University of Missouri - St. Louis August 2010 - December 2012
Bank of America November 2009 - August 2010
Forever 21 September 2009 - October 2009
Principia College March 2006 - August 2009
Principia College2006 March 2006 - August 2009
Skills
PowerPoint, Word, Excel, Microsoft Office, Research, Career Advancement, Tax Preparation, Academic Advising, Site Management, Microsoft Excel, Microsoft Word, Event Planning, Career Development, Customer Service, Teaching, Teamwork, Time Management, Outlook, Management, Leadership, Public Speaking
Education
University of Missouri-Saint Louis 2010 — 2012
Master of Business Administration (MBA), Accounting
Principia College 2005 — 2009
Bachelor of Arts (BA), Business Administration, Economics & Theater
Essilor March 2015 - Present
AARP February 2013 - Present
US Risk Insurance March 2013 - 2014
VITA February 2011 - January 2013
University of Missouri - St. Louis January 2011 - December 2012
University of Missouri - St. Louis August 2010 - December 2012
Bank of America November 2009 - August 2010
Forever 21 September 2009 - October 2009
Principia College March 2006 - August 2009
Principia College2006 March 2006 - August 2009
Skills
PowerPoint, Word, Excel, Microsoft Office, Research, Career Advancement, Tax Preparation, Academic Advising, Site Management, Microsoft Excel, Microsoft Word, Event Planning, Career Development, Customer Service, Teaching, Teamwork, Time Management, Outlook, Management, Leadership, Public Speaking
Education
University of Missouri-Saint Louis 2010 — 2012
Master of Business Administration (MBA), Accounting
Principia College 2005 — 2009
Bachelor of Arts (BA), Business Administration, Economics & Theater
Alejandro Moullin Alejandro Moullin's Bank of America Experience 2006 - Present
Job Building Our Online Identity
Industry Banking
Andrew Kittelson, CIMA Andrew Kittelson, CIMA's Bank of America Experience May 1997 - August 1998
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services September 2003 - Present
Merrill Lynch August 1998 - September 2003
Bank of America May 1997 - August 1998
Bank of America September 1994 - September 1997
Skills
Finance, Wealth Management, Mutual Funds, Investments, Series 7, Retirement Planning, Financial Analysis, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Planning, Series 63, Equities, Wealth, Alternative Investments, Asset Allocation, Series 65
Education
Providence College 1995 — 1997
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance
UBS Financial Services September 2003 - Present
Merrill Lynch August 1998 - September 2003
Bank of America May 1997 - August 1998
Bank of America September 1994 - September 1997
Skills
Finance, Wealth Management, Mutual Funds, Investments, Series 7, Retirement Planning, Financial Analysis, Uniform Combined State..., Asset Management, Strategic Financial..., Portfolio Management, Financial Planning, Series 63, Equities, Wealth, Alternative Investments, Asset Allocation, Series 65
Education
Providence College 1995 — 1997
MBA, Finance
University of Rhode Island - College of Business Administration 1990 — 1994
BS, Finance
Webster Hughes, PhD Webster Hughes, PhD's Bank of America Experience May 2005 - August 2008
Job Managing Principal
Industry Capital Markets
Experience
WH Advisory & Investments LLC January 2009 - Present
Bank of America May 2005 - August 2008
XBOND January 2000 - August 2004
First Union Capital Markets January 1996 - January 1999
Bear Stearns January 1990 - January 1994
Salomon Brothers (NY) January 1986 - January 1990
Skills
Mortgage Backed..., MBS Prepayment and..., Fixed Income Strategies, Financial Industry..., Derivative Products, Structured Product..., Fixed Income Risk..., Fixed Income..., Electronic Trading..., Securities Valuation, Securities Litigation, Patent Litigation, Farmland Investments, MBS, Risk Management, Derivatives, Valuation, Bonds, Investments, Securities, Finance, Investment Banking, Portfolio Management, Capital Markets
Education
Princeton University 1982 — 1986
PhD, Mathematics
University of North Carolina at Chapel Hill 1978 — 1982
BA, Mathematics, Philosophy
WH Advisory & Investments LLC January 2009 - Present
Bank of America May 2005 - August 2008
XBOND January 2000 - August 2004
First Union Capital Markets January 1996 - January 1999
Bear Stearns January 1990 - January 1994
Salomon Brothers (NY) January 1986 - January 1990
Skills
Mortgage Backed..., MBS Prepayment and..., Fixed Income Strategies, Financial Industry..., Derivative Products, Structured Product..., Fixed Income Risk..., Fixed Income..., Electronic Trading..., Securities Valuation, Securities Litigation, Patent Litigation, Farmland Investments, MBS, Risk Management, Derivatives, Valuation, Bonds, Investments, Securities, Finance, Investment Banking, Portfolio Management, Capital Markets
Education
Princeton University 1982 — 1986
PhD, Mathematics
University of North Carolina at Chapel Hill 1978 — 1982
BA, Mathematics, Philosophy
Gregg Cassius Gregg Cassius's Bank of America Experience April 2012 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Liberty Mutual Insurance April 2008 - April 2012
Sutherland Global Services Inc. 2005 - 2007
ViewPoint Bank 2004 - 2006
USAA 2000 - 2003
Transamerica 1997 - 2000
First American 1993 - 1997
Huntington Mortgage 1990 - 1993
City Federal 1987 - 1991
Lomas & Nettleton 1985 - 1987
Skills
Relationship Management, Mortgage Lending, Business Development, Vendor Management, Portfolio Management, Time Management, Process Improvement, Leadership, Banking, Negotiation, Credit, Loans, Mortgage Banking, Outsourcing, CRM, Underwriting, Insurance, Customer Service, Account Management, Management, Call Centers, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Sales, Sales Management
Education
University of the Incarnate Word 2001 — 2002
Master of Business Administration (MBA)
University of North Texas 1997 — 2000
MS, Economics
Princeton University 1989 — 1990
Applied Economics
University of Colorado Boulder 1976 — 1979
Regis High School 1969 — 1973
College Prep
Bank of America April 2012 - Present
Liberty Mutual Insurance April 2008 - April 2012
Sutherland Global Services Inc. 2005 - 2007
ViewPoint Bank 2004 - 2006
USAA 2000 - 2003
Transamerica 1997 - 2000
First American 1993 - 1997
Huntington Mortgage 1990 - 1993
City Federal 1987 - 1991
Lomas & Nettleton 1985 - 1987
Skills
Relationship Management, Mortgage Lending, Business Development, Vendor Management, Portfolio Management, Time Management, Process Improvement, Leadership, Banking, Negotiation, Credit, Loans, Mortgage Banking, Outsourcing, CRM, Underwriting, Insurance, Customer Service, Account Management, Management, Call Centers, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Sales, Sales Management
Education
University of the Incarnate Word 2001 — 2002
Master of Business Administration (MBA)
University of North Texas 1997 — 2000
MS, Economics
Princeton University 1989 — 1990
Applied Economics
University of Colorado Boulder 1976 — 1979
Regis High School 1969 — 1973
College Prep
Guerline Bruny Aurelus's Bank of America Experience October 2012 - January 2014
Job We can never stop trying until we find our purpose. Then, we create our brand by making our purpose a valuable cause .
Industry Financial Services
Experience
Union Federal Savings Bank February 2014 - Present
Union Federal Savings Bank 2014 - 2015
Keller Williams Real Estate January 2014 - December 2014
Bank of America October 2012 - January 2014
Bank of America June 2008 - October 2012
Bank of America 2005 - 2011
Macy's September 2004 - October 2005
CompHaiti S.A. February 1998 - December 2002
Skills
Loan Origination, Banking, Coaching, Mortgage Lending, Mortgage Banking, New Business Development, Auditing, Management, Commercial Lending, Credit, Small Business Lending, CRM, Customer Service, Loans, Refinance, Sales, Team Building, Analytical Skills, Public Speaking, Leadership, Microsoft Office, Strategic Planning, Event Planning, Social Media, Marketing
Education
Providence College 2007 — 2009
MBA, Business Administration- Focus: Marketing & Intl'Business
Union Federal Savings Bank February 2014 - Present
Union Federal Savings Bank 2014 - 2015
Keller Williams Real Estate January 2014 - December 2014
Bank of America October 2012 - January 2014
Bank of America June 2008 - October 2012
Bank of America 2005 - 2011
Macy's September 2004 - October 2005
CompHaiti S.A. February 1998 - December 2002
Skills
Loan Origination, Banking, Coaching, Mortgage Lending, Mortgage Banking, New Business Development, Auditing, Management, Commercial Lending, Credit, Small Business Lending, CRM, Customer Service, Loans, Refinance, Sales, Team Building, Analytical Skills, Public Speaking, Leadership, Microsoft Office, Strategic Planning, Event Planning, Social Media, Marketing
Education
Providence College 2007 — 2009
MBA, Business Administration- Focus: Marketing & Intl'Business
Christie Neuhaus Christie Neuhaus's Bank of America Experience January 2014 - January 2014
Job Learning and Leadership Development Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America January 2014 - January 2014
Bank of America June 2013 - August 2013
Bank of America June 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Social Networking, Event Planning, Human Resources, Finance, Accounting, Time Management, Banking, Training, Teamwork
Education
Providence College 2010 — 2014
Bachelor of Science, Finance
Bank of America Merrill Lynch July 2014 - Present
Bank of America January 2014 - January 2014
Bank of America June 2013 - August 2013
Bank of America June 2012 - August 2012
Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Social Networking, Event Planning, Human Resources, Finance, Accounting, Time Management, Banking, Training, Teamwork
Education
Providence College 2010 — 2014
Bachelor of Science, Finance
Karthik Dhore Karthik Dhore's Bank of America Experience June 2013 - August 2013
Job Analyst, Investment Bank at J.P. Morgan
Industry Higher Education
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Bank of America June 2013 - August 2013
Enlighted Inc June 2012 - January 2013
Mellon Captial Management, BNY Mellon July 2010 - August 2010
UC Berkeley Summer Research Program June 2010 - July 2010
Skills
Machine Learning, Programming in C, C++,..., Multivariate Statisics..., Quantiative Risk..., Optimal Learning and..., Probability and..., Fixed Income
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Bank of America June 2013 - August 2013
Enlighted Inc June 2012 - January 2013
Mellon Captial Management, BNY Mellon July 2010 - August 2010
UC Berkeley Summer Research Program June 2010 - July 2010
Skills
Machine Learning, Programming in C, C++,..., Multivariate Statisics..., Quantiative Risk..., Optimal Learning and..., Probability and..., Fixed Income
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering
Edinalia Lopes, MBA's Bank of America Experience September 2012 - January 2013
Job Financial Analyst
Industry Financial Services
Experience
Gold's Gym Pawtucket May 2015 - Present
Sturdy Memorial Hospital June 2013 - Present
RBS Citizens Bank March 2013 - June 2013
Bank of America September 2012 - January 2013
Collette Vacations February 2011 - May 2012
State Street Bank September 2008 - June 2010
State Street January 2008 - September 2008
Randstad Temporary work agency November 2006 - December 2007
Radio Disney January 2006 - June 2006
Skills
Excel, PowerPoint, Customer Service, Microsoft Office, Word, Mentoring, Marketing Communications, Financial Reporting, Advertising, Problem Solving, Outlook, Teamwork, Analysis, Reimbursement, Policy Analysis, Microsoft Excel, Microsoft Word, Event Planning, Time Management, Marketing, Data Analysis, Budgets, Program Management, Accounting, Sales
Education
Providence College 2010 — 2011
Masters, MBA, 3.72
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors degree in Business, Business Administration
Gold's Gym Pawtucket May 2015 - Present
Sturdy Memorial Hospital June 2013 - Present
RBS Citizens Bank March 2013 - June 2013
Bank of America September 2012 - January 2013
Collette Vacations February 2011 - May 2012
State Street Bank September 2008 - June 2010
State Street January 2008 - September 2008
Randstad Temporary work agency November 2006 - December 2007
Radio Disney January 2006 - June 2006
Skills
Excel, PowerPoint, Customer Service, Microsoft Office, Word, Mentoring, Marketing Communications, Financial Reporting, Advertising, Problem Solving, Outlook, Teamwork, Analysis, Reimbursement, Policy Analysis, Microsoft Excel, Microsoft Word, Event Planning, Time Management, Marketing, Data Analysis, Budgets, Program Management, Accounting, Sales
Education
Providence College 2010 — 2011
Masters, MBA, 3.72
University of Rhode Island - College of Business Administration 2002 — 2006
Bachelors degree in Business, Business Administration
Tena Crider Tena Crider's Bank of America Experience October 2000 - Present
Job Relationship Banker at Bank of America, Contributing Writer at HotHotHoops.com
Industry Banking
Experience
HotHotHoops.com March 2013 - Present
Bank of America October 2000 - Present
Ethan Allen August 1998 - January 2000
Sonesta Hotels June 1993 - August 1998
Grand Bay Hotel October 1990 - June 1993
Skills
Customer Service, Leadership, Public Speaking, Team Building, Marketing, Social Media, Coaching, Event Planning, Blogging, Hospitality, Writing, Hotels, Social Media Marketing
Education
Principia College 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
Miami Southridge Senior High 1983 — 1986
High School Diploma
HotHotHoops.com March 2013 - Present
Bank of America October 2000 - Present
Ethan Allen August 1998 - January 2000
Sonesta Hotels June 1993 - August 1998
Grand Bay Hotel October 1990 - June 1993
Skills
Customer Service, Leadership, Public Speaking, Team Building, Marketing, Social Media, Coaching, Event Planning, Blogging, Hospitality, Writing, Hotels, Social Media Marketing
Education
Principia College 1986 — 1990
Bachelor's Degree, Business Administration and Management, General
Miami Southridge Senior High 1983 — 1986
High School Diploma
James Cavallaro's Bank of America Experience March 2001 - December 2004
Job Commercial Credit Analyst at Marlborough Savings Bank
Industry Banking
Experience
Marlborough Savings Bank December 2014 - Present
Nokian Tyres plc November 2013 - Present
Savings Institute Bank and Trust September 2013 - November 2014
Flagstar Bank January 2012 - March 2013
Cavallaro Enterprises December 2009 - August 2012
Santander Bank, N.A. November 2010 - December 2011
The Washington Trust Company May 2009 - September 2010
Citizens Bank January 2005 - May 2009
Bank of America March 2001 - December 2004
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Banking, Commercial Banking, Underwriting, Small Business Lending, Lines Of Credit, Credit Risk, Relationship Management, Finance, Commercial Real Estate..., Construction Loans, Loan Origination, Financial Analysis, Consumer Lending, Real Estate, Real Estate Financing, Cross Selling, Small Business, Sales, Risk Management, Mortgage Banking, Long-term Customer..., Financial Risk, Investment Properties, Asset Based Lending, Appraisals, Due Diligence, Refinance, Real Estate Economics, Valuation, Real Estate Transactions, Financial Structuring, Funding, Analysis, Negotiation, SBA, Real Estate Development, Foreclosures, REO, Residential Homes, Property Management, Social Networking, Sage Business Works, ALLL
Education
Providence College 1993 — 1997
Bachelor of Science (BS), Accounting
North Providence High School 1989 — 1993
Massachusetts Appraisal Institute
Appraisal
Marlborough Savings Bank December 2014 - Present
Nokian Tyres plc November 2013 - Present
Savings Institute Bank and Trust September 2013 - November 2014
Flagstar Bank January 2012 - March 2013
Cavallaro Enterprises December 2009 - August 2012
Santander Bank, N.A. November 2010 - December 2011
The Washington Trust Company May 2009 - September 2010
Citizens Bank January 2005 - May 2009
Bank of America March 2001 - December 2004
Skills
Loans, Commercial Lending, Credit, Portfolio Management, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Banking, Commercial Banking, Underwriting, Small Business Lending, Lines Of Credit, Credit Risk, Relationship Management, Finance, Commercial Real Estate..., Construction Loans, Loan Origination, Financial Analysis, Consumer Lending, Real Estate, Real Estate Financing, Cross Selling, Small Business, Sales, Risk Management, Mortgage Banking, Long-term Customer..., Financial Risk, Investment Properties, Asset Based Lending, Appraisals, Due Diligence, Refinance, Real Estate Economics, Valuation, Real Estate Transactions, Financial Structuring, Funding, Analysis, Negotiation, SBA, Real Estate Development, Foreclosures, REO, Residential Homes, Property Management, Social Networking, Sage Business Works, ALLL
Education
Providence College 1993 — 1997
Bachelor of Science (BS), Accounting
North Providence High School 1989 — 1993
Massachusetts Appraisal Institute
Appraisal
Jay Liddell Jay Liddell's Bank of America Experience August 2011 - September 2013
Job CoFounder & Principal, BLAQUIRE
Industry Staffing and Recruiting
Experience
BLAQUIRE September 2013 - Present
MIT Media Lab May 2015 - Present
Bank of America August 2011 - September 2013
Credit Suisse March 2008 - August 2011
Merrill Lynch October 2002 - March 2008
Ocean Power Technologies November 1999 - October 2002
Skills
Legacy Creation, Change Catalyst, Talent Management, Editorial, Mergers & Acquisitions, Insurance, Securities, Investment Banking, Management, Equities, Hedge Funds, Investments, Leadership, Social Media, Marketing, Private Equity, Strategy, Marine Biology, Strategic Planning, Marketing Strategy, Financial Modeling, Entrepreneurship
Education
Princeton University 1995 — 1999
Bachelor of Applied Science (BASc), Aerospace, Aeronautical and Astronautical Engineering
BLAQUIRE September 2013 - Present
MIT Media Lab May 2015 - Present
Bank of America August 2011 - September 2013
Credit Suisse March 2008 - August 2011
Merrill Lynch October 2002 - March 2008
Ocean Power Technologies November 1999 - October 2002
Skills
Legacy Creation, Change Catalyst, Talent Management, Editorial, Mergers & Acquisitions, Insurance, Securities, Investment Banking, Management, Equities, Hedge Funds, Investments, Leadership, Social Media, Marketing, Private Equity, Strategy, Marine Biology, Strategic Planning, Marketing Strategy, Financial Modeling, Entrepreneurship
Education
Princeton University 1995 — 1999
Bachelor of Applied Science (BASc), Aerospace, Aeronautical and Astronautical Engineering
Dillon Kelly Dillon Kelly's Bank of America Experience June 2013 - August 2013
Job Market Data Analyst at Jobcase, Inc.
Industry Internet
Experience
Jobcase, Inc. September 2014 - Present
Merrill Lynch June 2014 - September 2014
Princeton University April 2013 - May 2014
Princeton University May 2012 - May 2014
Princeton University September 2011 - May 2014
Bank of America June 2013 - August 2013
Erie Seawolves Baseball May 2012 - August 2012
Wisconsin Soccer Referees Development Program Inc August 2009 - December 2011
Skills
Statistics, Basic Spanish, Baseball, Soccer, Tennis, Energetic Leader, Highly self-motivated, Stata, Improvisational Comedy, Microsoft Office, Creative Writing, Java, Quick & Eager Learner, Video, Public Speaking, Research, SQL, Tableau
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Homestead High School 2008 — 2010
4.0 (Class Rank: 1 of 369)
Jobcase, Inc. September 2014 - Present
Merrill Lynch June 2014 - September 2014
Princeton University April 2013 - May 2014
Princeton University May 2012 - May 2014
Princeton University September 2011 - May 2014
Bank of America June 2013 - August 2013
Erie Seawolves Baseball May 2012 - August 2012
Wisconsin Soccer Referees Development Program Inc August 2009 - December 2011
Skills
Statistics, Basic Spanish, Baseball, Soccer, Tennis, Energetic Leader, Highly self-motivated, Stata, Improvisational Comedy, Microsoft Office, Creative Writing, Java, Quick & Eager Learner, Video, Public Speaking, Research, SQL, Tableau
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Homestead High School 2008 — 2010
4.0 (Class Rank: 1 of 369)
Tim Killgoar Tim Killgoar's Bank of America Experience April 2002 - June 2006
Job
Industry Financial Services
Experience
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
Raymond James Financial, Inc. May 2015 - Present
Raymond James June 2010 - May 2015
Raymond James July 2008 - June 2010
G51 Capital December 2006 - December 2007
Bank of America April 2002 - June 2006
Arthur Andersen Business Consulting September 2000 - April 2002
The Carson Group August 1999 - September 2000
Skills
Strategy, Marketing Strategy, Strategic Planning, Management, Marketing, Leadership, Financial Modeling, Analysis, Financial Analysis, Six Sigma, Valuation, Portfolio Management, Mergers, Investments, Strategic Financial..., Financial Services, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Investor Relations
Education
The University of Texas at Austin 2006 — 2008
MBA, Finance and Marketing
Princeton University 1995 — 1999
Bachelor’s Degree, Economics
The Roxbury Latin School 1989 — 1995
High School
Mack Delacour Mack Delacour's Bank of America Experience May 2012 - July 2012
Job Account Executive at SecurityNational Mortgage Company #3116
Industry Wholesale
Experience
SecurityNational Mortgage Company #3116 March 2015 - Present
SecurityNational Mortgage Company #3116 July 2014 - March 2015
Franklin American Mortgage Company July 2012 - January 2014
Bank of America May 2012 - July 2012
MetLife Home Loans April 2011 - April 2012
Skills
Customer Service, Mortgage Banking, Wholesale Lending, Sales, Refinance, Conventional Loans, Processing, FHA financing, VA loans, USDA Rural Housing, Co-ops, Cold Calling, Loans, Product Structuring, Mortgage Lending, VA Loans
Education
Professional Golfers Career College 2009 — 2010
Associate's degree, Professional Golf Management, GPA: 3.45
Alonso High School
SecurityNational Mortgage Company #3116 March 2015 - Present
SecurityNational Mortgage Company #3116 July 2014 - March 2015
Franklin American Mortgage Company July 2012 - January 2014
Bank of America May 2012 - July 2012
MetLife Home Loans April 2011 - April 2012
Skills
Customer Service, Mortgage Banking, Wholesale Lending, Sales, Refinance, Conventional Loans, Processing, FHA financing, VA loans, USDA Rural Housing, Co-ops, Cold Calling, Loans, Product Structuring, Mortgage Lending, VA Loans
Education
Professional Golfers Career College 2009 — 2010
Associate's degree, Professional Golf Management, GPA: 3.45
Alonso High School
Jeffrey Zak Jeffrey Zak's Bank of America Experience August 2014 - Present
Job Sales and Service Specialist at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Providence College January 2011 - May 2013
Skills
Nonprofits
Education
Providence College 2009 — 2013
Bachelor of Science, Biology; Minor in Business Studies
Montclair Kimberley Academy 2005 — 2009
Bank of America August 2014 - Present
Providence College January 2011 - May 2013
Skills
Nonprofits
Education
Providence College 2009 — 2013
Bachelor of Science, Biology; Minor in Business Studies
Montclair Kimberley Academy 2005 — 2009
Evangelia Papamarkou Evangelia Papamarkou's Bank of America Experience September 2007 - Present
Job Assistant Vice President, LMD Project Manager
Industry Financial Services
Experience
Bank of America September 2007 - Present
Metro Atlantic Athletic Conference September 2003 - July 2007
Pawtucket Red Sox June 2003 - September 2003
Skills
Project Coordination, Community Outreach, Marketing Communications, Corporate Social..., Corporate Communications, Volunteer Management, Non-profits, Event Management, Event Planning, Research, Sponsorship, Program Management, Public Relations, Strategic Planning, Nonprofits, Budgets, Email Marketing, Marketing, Strategy, Public Speaking, Internal Communications, Team Leadership, Community Development, Newsletters, Volunteer Recruiting, Blogging, Fundraising, Advertising, Strategic Communications, Project Planning, Project Management, Brand Development, Social Networking, Social Media Marketing, Online Marketing, Market Research, Digital Marketing, Copywriting, Data Analysis, Marketing Strategy, Analysis, Media Relations, Leadership, Press Releases, Integrated Marketing, Editing, Training, Facebook, Management, Sports Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters, Communication and Information Studies
Providence College 1999 — 2003
Bachelor of Arts, Mathematics/Finance
Bank of America September 2007 - Present
Metro Atlantic Athletic Conference September 2003 - July 2007
Pawtucket Red Sox June 2003 - September 2003
Skills
Project Coordination, Community Outreach, Marketing Communications, Corporate Social..., Corporate Communications, Volunteer Management, Non-profits, Event Management, Event Planning, Research, Sponsorship, Program Management, Public Relations, Strategic Planning, Nonprofits, Budgets, Email Marketing, Marketing, Strategy, Public Speaking, Internal Communications, Team Leadership, Community Development, Newsletters, Volunteer Recruiting, Blogging, Fundraising, Advertising, Strategic Communications, Project Planning, Project Management, Brand Development, Social Networking, Social Media Marketing, Online Marketing, Market Research, Digital Marketing, Copywriting, Data Analysis, Marketing Strategy, Analysis, Media Relations, Leadership, Press Releases, Integrated Marketing, Editing, Training, Facebook, Management, Sports Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters, Communication and Information Studies
Providence College 1999 — 2003
Bachelor of Arts, Mathematics/Finance
Jeffrey Rayball Jeffrey Rayball's Bank of America Experience December 2013 - Present
Job AVP; Attorney at Bank of America
Industry Law Practice
Experience
Bank of America December 2013 - Present
Bank of America June 2012 - December 2013
Office of the State Auditor September 2011 - June 2012
LPL Financial June 2011 - September 2011
Massachusetts Department of Revenue, Litigation Bureau September 2010 - March 2011
Law Office of Jeremy T. Robin December 2008 - May 2010
Tabner, Ryan and Keniry LLP October 2006 - August 2007
Weil, Gotshal & Manges June 2005 - October 2006
United States Department of Justice January 2004 - May 2004
New York State Assembly September 2000 - June 2001
Skills
Legal Research, Civil Litigation, Litigation, Arbitration
Education
Suffolk University Law School 2007 — 2010
Juris Doctor
Providence College 2001 — 2005
B.A., Political Science
Bank of America December 2013 - Present
Bank of America June 2012 - December 2013
Office of the State Auditor September 2011 - June 2012
LPL Financial June 2011 - September 2011
Massachusetts Department of Revenue, Litigation Bureau September 2010 - March 2011
Law Office of Jeremy T. Robin December 2008 - May 2010
Tabner, Ryan and Keniry LLP October 2006 - August 2007
Weil, Gotshal & Manges June 2005 - October 2006
United States Department of Justice January 2004 - May 2004
New York State Assembly September 2000 - June 2001
Skills
Legal Research, Civil Litigation, Litigation, Arbitration
Education
Suffolk University Law School 2007 — 2010
Juris Doctor
Providence College 2001 — 2005
B.A., Political Science
Jason Upham Jason Upham's Bank of America Experience October 2009 - August 2011
Job Portfolio Manager, Assistant Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank January 2014 - Present
Citizens Bank August 2011 - January 2014
Bank of America October 2009 - August 2011
Education
Providence College 2008 — 2010
MBA
Providence College 2005 — 2009
B.S., Finance
Citizens Bank January 2014 - Present
Citizens Bank August 2011 - January 2014
Bank of America October 2009 - August 2011
Education
Providence College 2008 — 2010
MBA
Providence College 2005 — 2009
B.S., Finance
Alethea Batts Alethea Batts's Bank of America Experience July 1999 - July 2012
Job Area Director at Citibank, N.A.
Industry Financial Services
Experience
Citibank, N.A. July 2012 - Present
Bank of America July 1999 - July 2012
Urban Financial Services Coalition 1995 - 2005
Education
Princeton University
Citibank, N.A. July 2012 - Present
Bank of America July 1999 - July 2012
Urban Financial Services Coalition 1995 - 2005
Education
Princeton University
Duane Marsh Duane Marsh's Bank of America Experience 1997 - 2007
Job
Industry Financial Services
Experience
Bank of America 1997 - 2007
Federal Financial Mortgage 1977 - 1982
Skills
Mortgage Lending, Credit, Banking, Refinance, FHA, Portfolio Management, Wealth Management, Investments, Retirement Planning, Small Business Lending, Commercial Banking, Residential Mortgages, Finance, Home Equity Loans, Real Estate, Credit Analysis, Financial Analysis, Real Estate Economics, Funding, Executive Management
Education
Western State Colorado University 1973 — 1975
BA, Business
Principia College 1970 — 1973
Liberal Arts
Lewiston Senior High School 1967 — 1970
Bank of America 1997 - 2007
Federal Financial Mortgage 1977 - 1982
Skills
Mortgage Lending, Credit, Banking, Refinance, FHA, Portfolio Management, Wealth Management, Investments, Retirement Planning, Small Business Lending, Commercial Banking, Residential Mortgages, Finance, Home Equity Loans, Real Estate, Credit Analysis, Financial Analysis, Real Estate Economics, Funding, Executive Management
Education
Western State Colorado University 1973 — 1975
BA, Business
Principia College 1970 — 1973
Liberal Arts
Lewiston Senior High School 1967 — 1970
Dina Ouellette Dina Ouellette's Bank of America Experience 1990 - 1995
Job Tax Director at BlumShapiro
Industry Accounting
Experience
BlumShapiro January 1999 - Present
PriceWaterhouseCoopers November 1995 - January 1999
Bank of America 1990 - 1995
Education
Providence College 1986 — 1990
BS in Business Adminstration, Accounting
BlumShapiro January 1999 - Present
PriceWaterhouseCoopers November 1995 - January 1999
Bank of America 1990 - 1995
Education
Providence College 1986 — 1990
BS in Business Adminstration, Accounting
Jeff Lovejoy's Bank of America Experience 1997 - 2000
Job Coach, leadership dev, strategic planning, small business consultant, sales/ marketing, team builder, and public speaker
Industry Professional Training & Coaching
Experience
Wachovia Bank 2004 - 2008
Wachovia Bank 2003 - 2004
Bank of America (NationsBank, C&S/Sovran, First & Marchants, F&M) 2000 - 2003
Bank of America 1997 - 2000
Bank of America 1995 - 1996
Bank of America 1983 - 1994
Skills
Team Building, Leadership, Project Management, Sales, Marketing, Relationship Management, Internal Communications, Start-ups, Cross-functional Team..., Strategic Planning, Coaching, Management Consulting, Executive Coaching, Business Strategy, Change Management, Leadership Development, Business Planning, Public Speaking, New Business Development, Small Business, Profit Maximization, Building World Class..., Business Development, Marketing Strategy, Management, Budgets, Performance Management, Problem Solving, Banking, Sales Management, Entrepreneurship, Selling, Team Leadership, Negotiation, Sales Process, Business Analysis, Mentoring, Financial Analysis, Customer Service, Team Management, Strategic Partnerships, Marketing Communications, Finance, B2B, Strategy, Analysis, Project Planning, Training, Advertising, Fundraising
Education
The George Washington University - School of Business 1984 — 1986
MBA, Finance
Principia College 1970 — 1974
BA, History and Polical Science
Wachovia Bank 2004 - 2008
Wachovia Bank 2003 - 2004
Bank of America (NationsBank, C&S/Sovran, First & Marchants, F&M) 2000 - 2003
Bank of America 1997 - 2000
Bank of America 1995 - 1996
Bank of America 1983 - 1994
Skills
Team Building, Leadership, Project Management, Sales, Marketing, Relationship Management, Internal Communications, Start-ups, Cross-functional Team..., Strategic Planning, Coaching, Management Consulting, Executive Coaching, Business Strategy, Change Management, Leadership Development, Business Planning, Public Speaking, New Business Development, Small Business, Profit Maximization, Building World Class..., Business Development, Marketing Strategy, Management, Budgets, Performance Management, Problem Solving, Banking, Sales Management, Entrepreneurship, Selling, Team Leadership, Negotiation, Sales Process, Business Analysis, Mentoring, Financial Analysis, Customer Service, Team Management, Strategic Partnerships, Marketing Communications, Finance, B2B, Strategy, Analysis, Project Planning, Training, Advertising, Fundraising
Education
The George Washington University - School of Business 1984 — 1986
MBA, Finance
Principia College 1970 — 1974
BA, History and Polical Science
Yifei Hong, CFA, FRM's Bank of America Experience May 2008 - July 2012
Job VP, Quant Modeling and Development
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
OneWest Bank July 2012 - May 2015
Bank of America May 2008 - July 2012
Countrywide Financials October 2006 - April 2008
Oracle February 2006 - October 2006
Siebel Systems October 2002 - February 2006
Dept. of Computer Science, UIUC July 2002 - October 2002
Skills
Fixed Income, Structured Finance, Quantitative Analytics, Pricing Systems, Risk Management, Data Mining, C#, C++, OLAP, VBA, Data Warehouse..., Model Development, R, Microsoft SQL Server, Data Analysis, Financial Modeling, SQL, SAS, Business Intelligence, Statistical Modeling, TeamCity, Quantitative Finance, MBS, Bloomberg, Agile Methodologies, Structured Products
Education
University of Illinois at Urbana-Champaign 2001 — 2002
M.S., Computer Science
Princeton University 1999 — 2000
M.S.
Tsinghua University 1994 — 1999
B.S., B.S.
Hefei No.1 High School 1991 — 1994
Prudential Financial May 2015 - Present
OneWest Bank July 2012 - May 2015
Bank of America May 2008 - July 2012
Countrywide Financials October 2006 - April 2008
Oracle February 2006 - October 2006
Siebel Systems October 2002 - February 2006
Dept. of Computer Science, UIUC July 2002 - October 2002
Skills
Fixed Income, Structured Finance, Quantitative Analytics, Pricing Systems, Risk Management, Data Mining, C#, C++, OLAP, VBA, Data Warehouse..., Model Development, R, Microsoft SQL Server, Data Analysis, Financial Modeling, SQL, SAS, Business Intelligence, Statistical Modeling, TeamCity, Quantitative Finance, MBS, Bloomberg, Agile Methodologies, Structured Products
Education
University of Illinois at Urbana-Champaign 2001 — 2002
M.S., Computer Science
Princeton University 1999 — 2000
M.S.
Tsinghua University 1994 — 1999
B.S., B.S.
Hefei No.1 High School 1991 — 1994
Reed Menefee's Bank of America Experience January 2004 - December 2007
Job Senior Vice President, HSBC Corporate Bank
Industry Banking
Experience
HSBC Corporate Bank January 2008 - Present
Bank of America January 2004 - December 2007
Siebel Systems, Inc. August 2000 - January 2003
Barclays Capital (BZW, Barclays Bank PLC) October 1987 - July 1994
Education
University of Virginia Darden School of Business 1994 — 1996
M.B.A.
Princeton University 1982 — 1986
B.A.
Westminster Schools
HSBC Corporate Bank January 2008 - Present
Bank of America January 2004 - December 2007
Siebel Systems, Inc. August 2000 - January 2003
Barclays Capital (BZW, Barclays Bank PLC) October 1987 - July 1994
Education
University of Virginia Darden School of Business 1994 — 1996
M.B.A.
Princeton University 1982 — 1986
B.A.
Westminster Schools
Elizabeth (Larkins) Nieves's Bank of America Experience June 2007 - December 2009
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2009 - Present
Bank of America June 2007 - December 2009
Bank of America June 2005 - June 2007
Bank of America June 2004 - August 2004
Skills
Trading, CDO, Financial Engineering, Rates, Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Bonds, Structured Products, Quantitative Analytics, Credit Derivatives, Interest Rate..., Series 7, CDS, Series 63, Credit Risk, Interest Rate Swaps, Counterparty Risk
Education
Princeton University 2001 — 2005
BSE, Operations Research and Financial Engineering
Bank of America Merrill Lynch December 2009 - Present
Bank of America June 2007 - December 2009
Bank of America June 2005 - June 2007
Bank of America June 2004 - August 2004
Skills
Trading, CDO, Financial Engineering, Rates, Fixed Income, Derivatives, Bloomberg, Capital Markets, Options, Bonds, Structured Products, Quantitative Analytics, Credit Derivatives, Interest Rate..., Series 7, CDS, Series 63, Credit Risk, Interest Rate Swaps, Counterparty Risk
Education
Princeton University 2001 — 2005
BSE, Operations Research and Financial Engineering
Elizabeth (Liz) Seal, CISA's Bank of America Experience August 2014 - Present
Job VP, Business Program Mgr., Fixed Income & Risk Technology at Bank of America
Industry Computer & Network Security
Experience
Bank of America August 2014 - Present
Bank of America March 2013 - August 2014
BMO Harris Bank January 2012 - December 2012
Accenture March 2011 - January 2012
Exelon Nuclear April 2010 - March 2011
Phitheon for Black & Veatch 2008 - 2010
Exelon 2007 - 2008
McDonald's Corp 2006 - 2007
Computer Sciences Corporation CSC 2004 - 2006
Aon December 1999 - August 2004
Skills
Security, Information Security, Disaster Recovery, Governance, Information Security..., Information Technology, IT Audit, Project Management, Vendor Management, CISSP, Computer Security, Software Documentation, IT Strategy, Analysis, Management, Outsourcing, Sarbanes-Oxley Act, PMO, COBIT, Change Management, Risk Management, IT Management, Information Systems..., Leadership, Strategy, Project Planning, Business Process..., PMP, Business Process, SDLC, Business Continuity, ITIL, PCI DSS, Legal & Regulatory..., Security Audits, Operational Risk..., Regulatory Compliance, Program Management
Education
Principia College 1977 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America August 2014 - Present
Bank of America March 2013 - August 2014
BMO Harris Bank January 2012 - December 2012
Accenture March 2011 - January 2012
Exelon Nuclear April 2010 - March 2011
Phitheon for Black & Veatch 2008 - 2010
Exelon 2007 - 2008
McDonald's Corp 2006 - 2007
Computer Sciences Corporation CSC 2004 - 2006
Aon December 1999 - August 2004
Skills
Security, Information Security, Disaster Recovery, Governance, Information Security..., Information Technology, IT Audit, Project Management, Vendor Management, CISSP, Computer Security, Software Documentation, IT Strategy, Analysis, Management, Outsourcing, Sarbanes-Oxley Act, PMO, COBIT, Change Management, Risk Management, IT Management, Information Systems..., Leadership, Strategy, Project Planning, Business Process..., PMP, Business Process, SDLC, Business Continuity, ITIL, PCI DSS, Legal & Regulatory..., Security Audits, Operational Risk..., Regulatory Compliance, Program Management
Education
Principia College 1977 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Matthew Stern's Bank of America Experience 2005 - 2007
Job Vice President, Strategy and Corporate Development at Entrust Datacard
Industry Information Technology and Services
Experience
Entrust Datacard June 2009 - Present
MSS Advisors January 2009 - May 2009
Piper Jaffray March 2007 - December 2008
Bank of America 2005 - 2007
Piper Jaffray 2003 - 2005
Merrill Lynch 1998 - 2002
Greene Holcomb & Fisher 1996 - 1998
Skills
Mergers, Global Business..., Mobile Payments, Corporate Development, Strategy Development, Payments, Identity Management, International Business, Mergers & Acquisitions, Strategy, Business Development, Valuation, Start-ups, Strategic Partnerships, Acquisitions, Financial Analysis, Due Diligence, Management, Investment Banking
Education
Princeton University 1992 — 1996
BA, History
Breck School
Breck School
Breck School
Entrust Datacard June 2009 - Present
MSS Advisors January 2009 - May 2009
Piper Jaffray March 2007 - December 2008
Bank of America 2005 - 2007
Piper Jaffray 2003 - 2005
Merrill Lynch 1998 - 2002
Greene Holcomb & Fisher 1996 - 1998
Skills
Mergers, Global Business..., Mobile Payments, Corporate Development, Strategy Development, Payments, Identity Management, International Business, Mergers & Acquisitions, Strategy, Business Development, Valuation, Start-ups, Strategic Partnerships, Acquisitions, Financial Analysis, Due Diligence, Management, Investment Banking
Education
Princeton University 1992 — 1996
BA, History
Breck School
Breck School
Breck School
Charles Bernier's Bank of America Experience April 2013 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America April 2013 - Present
Skills
Customer Retention, Customer Experience, Voice of the Customer, Process Improvement, Vendor Management, Instructor-led Training, Perseverance, Building Relationships, Process Improvement..., Ad Hoc Reporting, Project Management, Analytical Skills, Risk Management, Six Sigma, Certified Green Belt, DMAIC, Minitab, 5 Why, Control Charts, Matrix Management, Change Management, Microsoft Excel, PowerPoint, Cross-functional Team..., SharePoint, Credit Cards, Banking, Business Analysis, Work Well Independently, Flexible to Change, Customer Service..., Customer Service..., Business Control, Call Center, Team Building, Business Strategy, Leadership, Strategic Planning, Business Process..., Relationship Management, Integration, Analytics, Customer Satisfaction, Management, Retail Banking, Program Management, Analysis, Project Portfolio..., Continuous Improvement, Portfolio Management
Education
Providence College 1970 — 1974
Bachelor of Arts (B.A.), Economics
LaSalle Academy 1966 — 1970
Bank of America April 2013 - Present
Skills
Customer Retention, Customer Experience, Voice of the Customer, Process Improvement, Vendor Management, Instructor-led Training, Perseverance, Building Relationships, Process Improvement..., Ad Hoc Reporting, Project Management, Analytical Skills, Risk Management, Six Sigma, Certified Green Belt, DMAIC, Minitab, 5 Why, Control Charts, Matrix Management, Change Management, Microsoft Excel, PowerPoint, Cross-functional Team..., SharePoint, Credit Cards, Banking, Business Analysis, Work Well Independently, Flexible to Change, Customer Service..., Customer Service..., Business Control, Call Center, Team Building, Business Strategy, Leadership, Strategic Planning, Business Process..., Relationship Management, Integration, Analytics, Customer Satisfaction, Management, Retail Banking, Program Management, Analysis, Project Portfolio..., Continuous Improvement, Portfolio Management
Education
Providence College 1970 — 1974
Bachelor of Arts (B.A.), Economics
LaSalle Academy 1966 — 1970
Stephanie McFadden's Bank of America Experience 1996 - 2002
Job President, CBRE HMF, Inc. at CBRE
Industry Real Estate
Experience
CBRE April 2013 - Present
Merritt Capital 2007 - Present
PNC September 2010 - April 2013
Vitus Group October 2007 - September 2010
ARCS Commercial Mortgage April 2002 - September 2007
PNC ARCS 2007 - 2007
Bank of America 1996 - 2002
Rauscher Pierce Refsnes 1994 - 1996
Arthur Andersen 1992 - 1994
Skills
Real Estate, Affordable Housing, Loans, Mortgage, Real Estate Finance, Real Estate Economics, Capital Markets, Finance, Commercial Real Estate, Commercial Mortgages, Refinance, Loan Origination, Real Estate Development, Mortgage Lending, FHA, Investors, Valuation, Due Diligence, Underwriting, Investments, HUD, Mortgage Banking, Financial Analysis, Portfolio Management, LIHTC, Leadership, Leases, Financial Modeling, Property Management, Credit, Acquisitions, Asset Management, Property, Real Estate Transactions, Investment Properties, Real Estate Financing, Disposition
Education
University of California, Berkeley 1990 — 1992
MCP, City Planning
Princeton University 1986 — 1990
BSE, civil engineering architecture
Schreiber High School
CBRE April 2013 - Present
Merritt Capital 2007 - Present
PNC September 2010 - April 2013
Vitus Group October 2007 - September 2010
ARCS Commercial Mortgage April 2002 - September 2007
PNC ARCS 2007 - 2007
Bank of America 1996 - 2002
Rauscher Pierce Refsnes 1994 - 1996
Arthur Andersen 1992 - 1994
Skills
Real Estate, Affordable Housing, Loans, Mortgage, Real Estate Finance, Real Estate Economics, Capital Markets, Finance, Commercial Real Estate, Commercial Mortgages, Refinance, Loan Origination, Real Estate Development, Mortgage Lending, FHA, Investors, Valuation, Due Diligence, Underwriting, Investments, HUD, Mortgage Banking, Financial Analysis, Portfolio Management, LIHTC, Leadership, Leases, Financial Modeling, Property Management, Credit, Acquisitions, Asset Management, Property, Real Estate Transactions, Investment Properties, Real Estate Financing, Disposition
Education
University of California, Berkeley 1990 — 1992
MCP, City Planning
Princeton University 1986 — 1990
BSE, civil engineering architecture
Schreiber High School
Pam Sak's Bank of America Experience August 2007 - Present
Job Associate General Counsel at Bank of America
Industry Legal Services
Experience
Bank of America August 2007 - Present
Education
Principia College
Bank of America August 2007 - Present
Education
Principia College
Richard Brachman's Bank of America Experience September 2009 - June 2010
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
JP Morgan Chase June 2010 - Present
Bank of America September 2009 - June 2010
UBS March 2009 - December 2009
Barclays Capital September 2008 - December 2008
Lehman Brothers July 2007 - September 2008
UBS September 2003 - June 2007
Morgan Stanley July 2002 - September 2003
Pedestal, Inc. March 2001 - March 2002
TruMarkets, Inc. February 2000 - March 2001
Bloomberg September 1999 - February 2000
Education
Princeton University 1980 — 1984
BSE, Mechanical Engineering
Great Neck South Senior High School 1976 — 1980
High School
Cynthia Wharton's Bank of America Experience 1990 - 1995
Job Director of Employer Relations, USC Moore School of Business
Industry Higher Education
Experience
University of South Carolina - The Moore School of Business January 2002 - Present
Small Enterprises 1996 - 2001
Bank of America 1990 - 1995
Merrill Lynch 1983 - 1990
Bank of America 1979 - 1983
Charles H. Revson Foundation 1978 - 1979
Wells Fargo Bank 1975 - 1978
The World Bank 1971 - 1973
Education
Princeton University
MPA
University of North Carolina at Chapel Hill
BA
University of North Carolina at Greensboro
University of South Carolina - Darla Moore School of Business
Whirligig - Grimsley High School
Diploma
University of South Carolina - The Moore School of Business January 2002 - Present
Small Enterprises 1996 - 2001
Bank of America 1990 - 1995
Merrill Lynch 1983 - 1990
Bank of America 1979 - 1983
Charles H. Revson Foundation 1978 - 1979
Wells Fargo Bank 1975 - 1978
The World Bank 1971 - 1973
Education
Princeton University
MPA
University of North Carolina at Chapel Hill
BA
University of North Carolina at Greensboro
University of South Carolina - Darla Moore School of Business
Whirligig - Grimsley High School
Diploma
Emily Piorkowski Sutton's Bank of America Experience September 2006 - September 2007
Job Vice President, Restaurant Finance Group at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2011 - Present
Wells Fargo September 2007 - March 2011
Bank of America September 2006 - September 2007
Bank of America April 2005 - September 2006
Skills
Financial Analysis, Business Planning, Critical Thinking, Team Leadership, Cross-functional..., Financial Modeling, Banking, Restaurants, Senior Debt, Loans
Education
Providence College 2000 — 2004
Bachelor of Science (B.S.), Finance
Mercy High School 1996 — 2000
Wells Fargo March 2011 - Present
Wells Fargo September 2007 - March 2011
Bank of America September 2006 - September 2007
Bank of America April 2005 - September 2006
Skills
Financial Analysis, Business Planning, Critical Thinking, Team Leadership, Cross-functional..., Financial Modeling, Banking, Restaurants, Senior Debt, Loans
Education
Providence College 2000 — 2004
Bachelor of Science (B.S.), Finance
Mercy High School 1996 — 2000
Christine Didora's Bank of America Experience February 2002 - June 2004
Job VP, Investor Relations
Industry Financial Services
Experience
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius LLC December 2004 - January 2013
Bank of America February 2002 - June 2004
Salomon Smith Barney April 2000 - February 2002
PricewaterhouseCoopers 1998 - 2000
Skills
Financial Modeling, Microsoft Excel, Capital Markets, Business Analysis, Microsoft Office, Alternative Investments, PowerPoint, Hedge Funds, Bloomberg, Fixed Income, Equities, Asset Managment
Education
Providence College 1994 — 1998
B.S., Finance
Neuberger Berman January 2015 - Present
Orchard Square Partners January 2013 - December 2014
Ramius LLC December 2004 - January 2013
Bank of America February 2002 - June 2004
Salomon Smith Barney April 2000 - February 2002
PricewaterhouseCoopers 1998 - 2000
Skills
Financial Modeling, Microsoft Excel, Capital Markets, Business Analysis, Microsoft Office, Alternative Investments, PowerPoint, Hedge Funds, Bloomberg, Fixed Income, Equities, Asset Managment
Education
Providence College 1994 — 1998
B.S., Finance
Matthew Wilkerson's Bank of America Experience January 2014 - Present
Job Manager at Bank of America
Industry Investment Banking
Experience
Bank of America January 2014 - Present
Bank of America April 2012 - January 2014
Bank of America May 2009 - December 2010
PHH Mortgage 2005 - 2006
Skills
CFPB Servicing Standards, Originations, Process Improvement, Program Management, Project Management, Operations Management, Team Leadership, Cross-functional Team..., Cross Selling, Sales
Education
Princeton University 2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Princeton University 2000 — 2004
Bank of America January 2014 - Present
Bank of America April 2012 - January 2014
Bank of America May 2009 - December 2010
PHH Mortgage 2005 - 2006
Skills
CFPB Servicing Standards, Originations, Process Improvement, Program Management, Project Management, Operations Management, Team Leadership, Cross-functional Team..., Cross Selling, Sales
Education
Princeton University 2000 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Princeton University 2000 — 2004
Keith. Bachman's Bank of America Experience 2003 - 2007
Job Analyst at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets June 2007 - Present
Banc of America Securities 2005 - 2008
Bank of America 2003 - 2007
SAC Capital 2004 - 2005
WR Hambrecht 1998 - 2001
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Finance
Princeton University 1981 — 1985
BA, Politics
BMO Capital Markets June 2007 - Present
Banc of America Securities 2005 - 2008
Bank of America 2003 - 2007
SAC Capital 2004 - 2005
WR Hambrecht 1998 - 2001
Education
University of Virginia Darden School of Business 1987 — 1989
MBA, Finance
Princeton University 1981 — 1985
BA, Politics
Chris Mauch's Bank of America Experience April 2002 - November 2005
Job Vice President, Operations of EW Group, LLC
Industry Events Services
Experience
EW Group, LLC February 2006 - Present
Bank of America Securities November 2005 - February 2006
Bank of America April 2002 - November 2005
LaBranche & Co. September 1998 - April 2002
Skills
Non-profits, Event Planning, Management, Event Management, Fundraising, Social Media, Strategic Planning, Public Relations, Public Speaking, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Media Relations, Social Networking, Customer Service, Nonprofits
Education
Providence College 1995 — 1998
Bachelor of Science (BS), Marketing
Chaminade High School 1989 — 1993
EW Group, LLC February 2006 - Present
Bank of America Securities November 2005 - February 2006
Bank of America April 2002 - November 2005
LaBranche & Co. September 1998 - April 2002
Skills
Non-profits, Event Planning, Management, Event Management, Fundraising, Social Media, Strategic Planning, Public Relations, Public Speaking, Social Media Marketing, Marketing Communications, Marketing Strategy, Marketing, Media Relations, Social Networking, Customer Service, Nonprofits
Education
Providence College 1995 — 1998
Bachelor of Science (BS), Marketing
Chaminade High School 1989 — 1993
Jim Iacoi's Bank of America Experience 1984 - 1989
Job Managing Partner at Calenda & Iacoi
Industry Law Practice
Experience
Calenda & Iacoi May 1991 - Present
Calenda & Iacoi 1990 - Present
Adler Pollock & Sheehan P.C. 1989 - 1991
Bank of America 1984 - 1989
Education
Suffolk University Law School 1985 — 1989
JD, Law
Providence College 1980 — 1984
B.S., Business Management
Calenda & Iacoi May 1991 - Present
Calenda & Iacoi 1990 - Present
Adler Pollock & Sheehan P.C. 1989 - 1991
Bank of America 1984 - 1989
Education
Suffolk University Law School 1985 — 1989
JD, Law
Providence College 1980 — 1984
B.S., Business Management
Scott Carpentier's Bank of America Experience May 2014 - Present
Job AVP; eCommerce Channel Consultant at Bank of America
Industry Banking
Experience
Bank of America May 2014 - Present
tharn photography January 2009 - Present
Bank of America November 2003 - May 2014
Skills
Banking, Call Center, Change Management, Business Process Design, Coaching, Credit, Credit Cards, Customer Experience, Customer Satisfaction, Customer Service, E-commerce, Internet Banking, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, Outlook, Photography, PowerPoint, Process Improvement, Risk Management
Education
Providence College 1996 — 1997
Bank of America May 2014 - Present
tharn photography January 2009 - Present
Bank of America November 2003 - May 2014
Skills
Banking, Call Center, Change Management, Business Process Design, Coaching, Credit, Credit Cards, Customer Experience, Customer Satisfaction, Customer Service, E-commerce, Internet Banking, Microsoft Excel, Microsoft Office, Microsoft Word, Operations Management, Outlook, Photography, PowerPoint, Process Improvement, Risk Management
Education
Providence College 1996 — 1997
Darren Marco's Bank of America Experience July 2011 - December 2011
Job Treasury Funding & Liquidity Management
Industry Automotive
Experience
Toyota Financial Services June 2013 - Present
Toyota Financial Services December 2011 - June 2013
Bank of America July 2011 - December 2011
Indymac Bank June 2007 - May 2009
NOMURA SECURITIES INTERNATIONAL June 2003 - June 2007
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Corporate & Real Estate Finance
Princeton University 1998 — 2002
B.A., Political Science
Toyota Financial Services June 2013 - Present
Toyota Financial Services December 2011 - June 2013
Bank of America July 2011 - December 2011
Indymac Bank June 2007 - May 2009
NOMURA SECURITIES INTERNATIONAL June 2003 - June 2007
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Corporate & Real Estate Finance
Princeton University 1998 — 2002
B.A., Political Science
Billy McFarland's Bank of America Experience March 1995 - November 1999
Job Executive Director International Trading at INSTINET
Industry Financial Services
Experience
Instinet December 2006 - Present
Van der Moolen 1999 - 2006
Bank of America March 1995 - November 1999
Education
Providence College 1983 — 1987
BA, History
Instinet December 2006 - Present
Van der Moolen 1999 - 2006
Bank of America March 1995 - November 1999
Education
Providence College 1983 — 1987
BA, History
Stephen Yankauer's Bank of America Experience August 2015 - Present
Job Managing Director at Bank of America
Industry Commercial Real Estate
Experience
Bank of America August 2015 - Present
Credit Suisse April 2001 - July 2015
Nomura June 1997 - March 2001
Coopers & Lybrand June 1989 - May 1997
Skills
Credit, Investments, Loans, CMBS, Real Estate, Debt, ABS, Structured Finance, Securitization, Risk Management, Commercial Mortgages, Market Risk, Capital Markets, Commercial Real Estate, Trading, Asset Management, Real Estate Economics, Financial Structuring, Private Equity, Investment Banking, Valuation, Fixed Income, Portfolio Management, Credit Risk, Credit Analysis, Due Diligence, Mezzanine
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA
Princeton University 1985 — 1989
AB
Bank of America August 2015 - Present
Credit Suisse April 2001 - July 2015
Nomura June 1997 - March 2001
Coopers & Lybrand June 1989 - May 1997
Skills
Credit, Investments, Loans, CMBS, Real Estate, Debt, ABS, Structured Finance, Securitization, Risk Management, Commercial Mortgages, Market Risk, Capital Markets, Commercial Real Estate, Trading, Asset Management, Real Estate Economics, Financial Structuring, Private Equity, Investment Banking, Valuation, Fixed Income, Portfolio Management, Credit Risk, Credit Analysis, Due Diligence, Mezzanine
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA
Princeton University 1985 — 1989
AB
Julia Rabkin's Bank of America Experience
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America
Skills
Mergers, Banking, Portfolio Management, Fundraising, Strategic Planning, Credit, Management Consulting, High Yield, Financial Services
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Princeton University 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bank of America
Skills
Mergers, Banking, Portfolio Management, Fundraising, Strategic Planning, Credit, Management Consulting, High Yield, Financial Services
Education
The Tuck School of Business at Dartmouth 1984 — 1986
MBA
Princeton University 1975 — 1979
Bachelor of Arts (B.A.), English Language and Literature/Letters
Dorian Osmani's Bank of America Experience December 2011 - Present
Job Sr. Vice President/Sr. Client Manager at Bank of America
Industry Banking
Experience
Bank of America December 2011 - Present
Sovereign Bank March 2010 - December 2011
Digital Credit Union September 2007 - April 2010
Strata Bank November 2002 - August 2007
Fleet Bank June 1999 - November 2002
Textron Financial Corp June 1998 - June 1999
Bank of Boston May 1997 - June 1998
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate
Education
other 1997 — 1998
other, Banking/Underwriting
Providence College 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BS, Finance
Bank of America December 2011 - Present
Sovereign Bank March 2010 - December 2011
Digital Credit Union September 2007 - April 2010
Strata Bank November 2002 - August 2007
Fleet Bank June 1999 - November 2002
Textron Financial Corp June 1998 - June 1999
Bank of Boston May 1997 - June 1998
Skills
Banking, Business Development, Commercial Banking, Commercial Lending, Commercial Real Estate
Education
other 1997 — 1998
other, Banking/Underwriting
Providence College 1995 — 1997
MBA, Finance
University of Massachusetts Dartmouth 1991 — 1995
BS, Finance
Jason Osier's Bank of America Experience April 1998 - May 2007
Job Managing Director at Nomura Securities
Industry Financial Services
Experience
Nomura Securities February 2012 - Present
Plural Investments January 2010 - December 2011
Roundtable Investment Management June 2007 - January 2010
Bank of America April 1998 - May 2007
Skills
Hedge Funds, Equities, Bloomberg, Equity Derivatives, Investments, Asset Managment, Alternative Investments, Fixed Income, Derivatives, Equity Research, Proprietary Trading, Volatility, Investment Banking
Education
Fayetteville-Manlius High School 1993 — 1997
Princeton University 1993 — 1997
BA, Economics
Nomura Securities February 2012 - Present
Plural Investments January 2010 - December 2011
Roundtable Investment Management June 2007 - January 2010
Bank of America April 1998 - May 2007
Skills
Hedge Funds, Equities, Bloomberg, Equity Derivatives, Investments, Asset Managment, Alternative Investments, Fixed Income, Derivatives, Equity Research, Proprietary Trading, Volatility, Investment Banking
Education
Fayetteville-Manlius High School 1993 — 1997
Princeton University 1993 — 1997
BA, Economics
Josh Scheiman's Bank of America Experience August 2009 - March 2011
Job Financial Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2011 - Present
Bank of America August 2009 - March 2011
The Boston Consulting Group July 2008 - February 2009
Lehman Brothers July 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Equity Research, Bloomberg
Education
Princeton University 2004 — 2008
AB, Economics, East Asian Studies
JPMorgan Chase April 2011 - Present
Bank of America August 2009 - March 2011
The Boston Consulting Group July 2008 - February 2009
Lehman Brothers July 2007 - August 2007
Bear Stearns May 2006 - August 2006
Skills
Data Analysis, Financial Modeling, Equity Research, Bloomberg
Education
Princeton University 2004 — 2008
AB, Economics, East Asian Studies
Diane Valerien's Bank of America Experience 2001 - 2010
Job Consultant
Industry Financial Services
Experience
Independent Contractor 2011 - Present
Bank of America 2001 - 2010
Fleet Bank 1975 - 2001
Skills
Banking, Analysis, Compliance, Risk, Requirements Analysis, Testing, Mergers, Policy, Vendor, Documentation, Risk Management, Strategic Planning, Change Management, Financial Risk, PMP, Vendor Management
Education
Providence College
BA
CCRI
Associate's degree
Independent Contractor 2011 - Present
Bank of America 2001 - 2010
Fleet Bank 1975 - 2001
Skills
Banking, Analysis, Compliance, Risk, Requirements Analysis, Testing, Mergers, Policy, Vendor, Documentation, Risk Management, Strategic Planning, Change Management, Financial Risk, PMP, Vendor Management
Education
Providence College
BA
CCRI
Associate's degree
Mark Fromm's Bank of America Experience October 2004 - October 2011
Job Retired at NA
Industry Banking
Experience
NA October 2011 - Present
Bank of America October 2004 - October 2011
US Trust, Bank of America Private Wealth Management 2004 - October 2011
Skills
Wealth Management, Series 7, Investments, Credit, Asset Allocation, Banking, Loans, Investment Management, Commercial Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Credit Risk
Education
Wharton School of Business 1971 — 1972
MBA, Banking, Corporate, Finance, and Securities Law
Princeton University 1963 — 1967
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
NA October 2011 - Present
Bank of America October 2004 - October 2011
US Trust, Bank of America Private Wealth Management 2004 - October 2011
Skills
Wealth Management, Series 7, Investments, Credit, Asset Allocation, Banking, Loans, Investment Management, Commercial Banking, Mutual Funds, Financial Analysis, Strategic Financial..., Credit Risk
Education
Wharton School of Business 1971 — 1972
MBA, Banking, Corporate, Finance, and Securities Law
Princeton University 1963 — 1967
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Kris Bateman's Bank of America Experience August 2003 - August 2004
Job Senior Director, SVP, Front Line Risk Management, Commercial Banking at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc. August 2015 - Present
RBS Citizens April 2012 - Present
RBS Citizens September 2007 - April 2012
State Street September 2004 - August 2007
Bank of America August 2003 - August 2004
Fleet Bank June 1995 - July 2003
Skills
Enterprise Risk..., Internal Audit, Financial Risk, Risk Management, Operational Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
Citizens Financial Group, Inc. August 2015 - Present
RBS Citizens April 2012 - Present
RBS Citizens September 2007 - April 2012
State Street September 2004 - August 2007
Bank of America August 2003 - August 2004
Fleet Bank June 1995 - July 2003
Skills
Enterprise Risk..., Internal Audit, Financial Risk, Risk Management, Operational Risk..., Auditing, Internal Controls, Sarbanes-Oxley Act
Education
Providence College 1991 — 1995
Bachelor of Science, Accounting
Todd Wittenberg's Bank of America Experience October 2008 - Present
Job Special Assets Group Bank of America
Industry Banking
Experience
Bank of America October 2008 - Present
JP Morgan Chase Bank December 2005 - October 2008
LaSalle Bank N.A. January 1997 - December 2005
Lewis & Clark Community College June 1992 - January 1997
Skills
Portfolio Management, Loans, Derivatives, Commercial Lending, Commercial Banking, Banking, Credit, Marketing, Cash Management, Relationship Management, Analysis, Financial Institutions, Funding, Credit Analysis, Finance, Investment Banking, Investments
Education
Graduate School of Banking- Madison WI 2002 — 2005
Certificate, Banking
Principia College 1986 — 1990
B.A, education and history
Bank of America October 2008 - Present
JP Morgan Chase Bank December 2005 - October 2008
LaSalle Bank N.A. January 1997 - December 2005
Lewis & Clark Community College June 1992 - January 1997
Skills
Portfolio Management, Loans, Derivatives, Commercial Lending, Commercial Banking, Banking, Credit, Marketing, Cash Management, Relationship Management, Analysis, Financial Institutions, Funding, Credit Analysis, Finance, Investment Banking, Investments
Education
Graduate School of Banking- Madison WI 2002 — 2005
Certificate, Banking
Principia College 1986 — 1990
B.A, education and history
Barry Donnelly's Bank of America Experience March 2014 - Present
Job SVP Program Manager at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Bank of America April 2007 - February 2014
Fllet Boston Financial / Bank of America April 1994 - August 2007
Skills
Banking, Risk Management, Service Delivery, Portfolio Management, Vendor Management, Business Analysis, SDLC, Relationship Management, Process Improvement, Financial Services, Management, Financial Risk, Project Portfolio..., CRM Integration
Education
Providence College
MBA
Bank of America March 2014 - Present
Bank of America April 2007 - February 2014
Fllet Boston Financial / Bank of America April 1994 - August 2007
Skills
Banking, Risk Management, Service Delivery, Portfolio Management, Vendor Management, Business Analysis, SDLC, Relationship Management, Process Improvement, Financial Services, Management, Financial Risk, Project Portfolio..., CRM Integration
Education
Providence College
MBA
Elizabeth Canniffe Aurensan's Bank of America Experience April 2012 - January 2013
Job Vice President at Edison National Bank
Industry Banking
Experience
Edison National Bank January 2013 - Present
Bank of America April 2012 - January 2013
Bank of America January 2005 - January 2009
Bank of America June 2003 - January 2005
Bank of America January 2000 - May 2003
Eastern Bank April 1998 - December 1999
Skills
Talent Management, CRM, Loans, Credit, Banking, Mortgage Banking
Education
Providence College 1984 — 1988
B.S., Business Administration
Edison National Bank January 2013 - Present
Bank of America April 2012 - January 2013
Bank of America January 2005 - January 2009
Bank of America June 2003 - January 2005
Bank of America January 2000 - May 2003
Eastern Bank April 1998 - December 1999
Skills
Talent Management, CRM, Loans, Credit, Banking, Mortgage Banking
Education
Providence College 1984 — 1988
B.S., Business Administration
Blair Mackasey's Bank of America Experience July 2007 - January 2009
Job Vice President, Investment Banking Strategy at Barclays Capital
Industry Financial Services
Experience
Barclays Capital 2012 - Present
RBC Capital Markets March 2009 - 2012
RBC Capital Markets March 2009 - April 2010
Bank of America July 2007 - January 2009
RBC Capital Markets June 2006 - August 2006
National Bank of Canada June 2005 - August 2005
Education
Princeton University 2003 — 2007
B.A., Economics
Deerfield Academy 2001 — 2003
Barclays Capital 2012 - Present
RBC Capital Markets March 2009 - 2012
RBC Capital Markets March 2009 - April 2010
Bank of America July 2007 - January 2009
RBC Capital Markets June 2006 - August 2006
National Bank of Canada June 2005 - August 2005
Education
Princeton University 2003 — 2007
B.A., Economics
Deerfield Academy 2001 — 2003
Ivan Tatum's Bank of America Experience February 2008 - March 2009
Job Financial Analyst, Financial Planning and Analysis at American Eagle Airlines
Industry Investment Management
Experience
American Eagle Airlines July 2013 - March 2014
Methodism's Breadbasket June 2012 - June 2013
TIAA-CREF 2010 - 2012
Bank of America February 2008 - March 2009
JPMorgan Chase March 2004 - March 2006
Skills
Investments, Financial Modeling, Portfolio Management, Finance, Financial Analysis, Valuation, Corporate Finance, Mutual Funds, Wealth Management, Equities, Strategic Planning, Series 7, Credit, Capital Markets, Chartered Financial..., Series 63, Cash Management, Fixed Income, Asset Managment, Insurance, Forecasting, Business Strategy, Investment Management, Bonds, Accounting
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master of Business Administration (MBA), Corporation Finance, 3.51
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
American Eagle Airlines July 2013 - March 2014
Methodism's Breadbasket June 2012 - June 2013
TIAA-CREF 2010 - 2012
Bank of America February 2008 - March 2009
JPMorgan Chase March 2004 - March 2006
Skills
Investments, Financial Modeling, Portfolio Management, Finance, Financial Analysis, Valuation, Corporate Finance, Mutual Funds, Wealth Management, Equities, Strategic Planning, Series 7, Credit, Capital Markets, Chartered Financial..., Series 63, Cash Management, Fixed Income, Asset Managment, Insurance, Forecasting, Business Strategy, Investment Management, Bonds, Accounting
Education
Southern Methodist University - Cox School of Business 2009 — 2010
Master of Business Administration (MBA), Corporation Finance, 3.51
Princeton University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Sheri Lowry's Bank of America Experience February 2012 - Present
Job VP, Market Information Consultant at Bank of America
Industry Banking
Experience
Bank of America February 2012 - Present
Bank of America July 2007 - February 2012
TLMI 1997 - 2003
BSCI 1996 - 1997
YMCA of Metropolitan Chicago 1995 - 1996
Francorp, Inc. 1993 - 1995
Skills
Banking, Process Improvement, Customer Service, Mortgage Lending, Project Management, Database Conversion, Software Training, Website Planning and..., SQL, Association Management, Procedure Manual..., iMIS, Microsoft Office, Access, Leadership, Mortgage Banking, Fundraising, Risk Management, Customer Satisfaction
Education
Principia College 1988 — 1992
BA Sport Adminstration, Business
Principia College 1988 — 1992
Bachelor of Arts (B.A.), Sports Administration
Bogan High School 1984 — 1988
HS Diploma
Bank of America February 2012 - Present
Bank of America July 2007 - February 2012
TLMI 1997 - 2003
BSCI 1996 - 1997
YMCA of Metropolitan Chicago 1995 - 1996
Francorp, Inc. 1993 - 1995
Skills
Banking, Process Improvement, Customer Service, Mortgage Lending, Project Management, Database Conversion, Software Training, Website Planning and..., SQL, Association Management, Procedure Manual..., iMIS, Microsoft Office, Access, Leadership, Mortgage Banking, Fundraising, Risk Management, Customer Satisfaction
Education
Principia College 1988 — 1992
BA Sport Adminstration, Business
Principia College 1988 — 1992
Bachelor of Arts (B.A.), Sports Administration
Bogan High School 1984 — 1988
HS Diploma
janice azar's Bank of America Experience January 2012 - August 2012
Job HSS at Bank of America
Industry Banking
Experience
Banco Santander January 2013 - Present
Bank of America January 2012 - August 2012
Admirals Bank October 2011 - November 2011
Bank of America Home Loans October 2010 - March 2011
Citizens Bank April 2007 - January 2009
Skills
Mortgage Lending, Compliance, commercial credit, merchant services sales, merchant services..., project managament..., Banking, Loans, Mortgage Banking, Credit, Real Estate, Finance, Management, Commercial Lending, Auditing, Financial Risk, Residential Mortgages, Training, Underwriting, Credit Risk, Risk Management
Education
Providence College
bachelor of arts, Social Work
Banco Santander January 2013 - Present
Bank of America January 2012 - August 2012
Admirals Bank October 2011 - November 2011
Bank of America Home Loans October 2010 - March 2011
Citizens Bank April 2007 - January 2009
Skills
Mortgage Lending, Compliance, commercial credit, merchant services sales, merchant services..., project managament..., Banking, Loans, Mortgage Banking, Credit, Real Estate, Finance, Management, Commercial Lending, Auditing, Financial Risk, Residential Mortgages, Training, Underwriting, Credit Risk, Risk Management
Education
Providence College
bachelor of arts, Social Work
JoAnn Montesano's Bank of America Experience March 2002 - Present
Job Asst Vice President at Bank of America
Industry Financial Services
Experience
Bank of America March 2002 - Present
Education
Providence College
BA, Political Science
Bank of America March 2002 - Present
Education
Providence College
BA, Political Science
Todd Donohoe's Bank of America Experience January 2006 - April 2009
Job Commercial Lending Hometown Bank
Industry Banking
Experience
Hometown Bank, Oxford MA September 2015 - Present
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2011 - Present
Bank of America January 2006 - April 2009
Skills
Banking, Business Development, Team Leadership, Retail Banking, Consumer Lending, Small Business Lending, Credit, Sales, Customer Service, Commercial Banking, Finance, Loans, Mortgage Lending, Commercial Lending, Management
Education
Providence College 1989 — 1993
Bachelor of Arts, Japanese Studies/Busines Studies
Hometown Bank, Oxford MA September 2015 - Present
Santander Bank, N.A. June 2015 - Present
Santander Bank, N.A. March 2011 - Present
Bank of America January 2006 - April 2009
Skills
Banking, Business Development, Team Leadership, Retail Banking, Consumer Lending, Small Business Lending, Credit, Sales, Customer Service, Commercial Banking, Finance, Loans, Mortgage Lending, Commercial Lending, Management
Education
Providence College 1989 — 1993
Bachelor of Arts, Japanese Studies/Busines Studies
Elizabeth Hickman's Bank of America Experience August 1984 - September 1993
Job EVP Business Development and Senior Investment Advisor at South Texas Money Management, Ltd.
Industry Investment Management
Experience
South Texas Money Management, Ltd. January 2003 - Present
JPMorgan Chase September 2000 - October 2001
JPMorgan Chase June 1994 - September 2000
Bank of America August 1984 - September 1993
Frost Bank January 1981 - July 1984
Skills
Wealth Management, High Net Worth..., Philanthropy, Series 65, Asset Allocation, Investments, Investment Management, Trusts, Disability Insurance, Investment Advisory, Investment Strategies, Bonds, Mutual Funds, Asset Management, Wealth Management..., Equities, Alternative Investments, Estate Planning, Fixed Income
Education
Princeton University 1976 — 1980
B.A., English Literature
South Texas Money Management, Ltd. January 2003 - Present
JPMorgan Chase September 2000 - October 2001
JPMorgan Chase June 1994 - September 2000
Bank of America August 1984 - September 1993
Frost Bank January 1981 - July 1984
Skills
Wealth Management, High Net Worth..., Philanthropy, Series 65, Asset Allocation, Investments, Investment Management, Trusts, Disability Insurance, Investment Advisory, Investment Strategies, Bonds, Mutual Funds, Asset Management, Wealth Management..., Equities, Alternative Investments, Estate Planning, Fixed Income
Education
Princeton University 1976 — 1980
B.A., English Literature
Doran Smith's Bank of America Experience February 2014 - Present
Job Compensation Consultant at Bank of America
Industry Human Resources
Experience
Bank of America February 2014 - Present
Bank of America February 2010 - February 2014
Bank of America July 2008 - February 2010
University of Rhode Island September 2006 - May 2008
Sovereign Bank April 2005 - March 2006
Education
University of Rhode Island 2006 — 2008
Masters, Mathematics
Providence College 2002 — 2006
Bachelors, Mathematics
Bank of America February 2014 - Present
Bank of America February 2010 - February 2014
Bank of America July 2008 - February 2010
University of Rhode Island September 2006 - May 2008
Sovereign Bank April 2005 - March 2006
Education
University of Rhode Island 2006 — 2008
Masters, Mathematics
Providence College 2002 — 2006
Bachelors, Mathematics
Jack Thornhill's Bank of America Experience January 2008 - Present
Job Retired Banking
Industry Banking
Experience
Bank of America January 2008 - Present
bank of America November 1964 - December 2007
Skills
Banking, Risk Management, Financial Analysis, Financial Risk, Mergers & Acquisitions, Project Management, Information Security, Financial Services, Portfolio Management, Business Process..., Operational Risk..., Governance, Finance, Vendor Management, Business Analysis, Strategy, Analytics, Executive Management, Internet Banking, Analysis, Commercial Banking, Relationship Management
Education
Providence College 1960 — 1964
BS, Business Management
Pawtucket West High School
Bank of America January 2008 - Present
bank of America November 1964 - December 2007
Skills
Banking, Risk Management, Financial Analysis, Financial Risk, Mergers & Acquisitions, Project Management, Information Security, Financial Services, Portfolio Management, Business Process..., Operational Risk..., Governance, Finance, Vendor Management, Business Analysis, Strategy, Analytics, Executive Management, Internet Banking, Analysis, Commercial Banking, Relationship Management
Education
Providence College 1960 — 1964
BS, Business Management
Pawtucket West High School
Donald Slason's Bank of America Experience August 2004 - May 2005
Job IT Desktop Support Technician
Industry Information Technology and Services
Experience
Blue Cross Blue Shield September 2009 - September 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - July 2009
South Shore Hospital August 2005 - August 2008
Bank of America August 2004 - May 2005
Fleet Boston February 1999 - August 2004
Bank of Boston May 1976 - February 1996
Education
Providence College 1971 — 1975
BA, Economics
Blue Cross Blue Shield September 2009 - September 2010
John Hancock Life Insurance Company (U.S.A.) September 2008 - July 2009
South Shore Hospital August 2005 - August 2008
Bank of America August 2004 - May 2005
Fleet Boston February 1999 - August 2004
Bank of Boston May 1976 - February 1996
Education
Providence College 1971 — 1975
BA, Economics
Aquino Colaiacomo's Bank of America Experience
Job TECH PROJECT TEAM MGR at Bank of America
Industry Banking
Experience
Bank of America
Skills
Oracle, Databases, SQL, Archer, Unix, Visio, PL/SQL, Microsoft SQL Server, SharePoint, Systems Analysis, Visual Basic, Requirements Analysis, Software Implementation, Business Analysis, SQL Server, Sybase, Access
Education
Providence College 1983 — 1987
BA, Mathematics and Computer Science
Bank of America
Skills
Oracle, Databases, SQL, Archer, Unix, Visio, PL/SQL, Microsoft SQL Server, SharePoint, Systems Analysis, Visual Basic, Requirements Analysis, Software Implementation, Business Analysis, SQL Server, Sybase, Access
Education
Providence College 1983 — 1987
BA, Mathematics and Computer Science
Francis Fitzgerald's Bank of America Experience May 1991 - December 2005
Job
Industry Financial Services
Experience
Bank of America May 1991 - December 2005
Education
Princeton University
BS, Biology
Bank of America May 1991 - December 2005
Education
Princeton University
BS, Biology
Julie (Brackett) Lyman's Bank of America Experience October 2006 - May 2010
Job
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
John Hancock Financial Services May 2010 - October 2012
Bank of America October 2006 - May 2010
Columbia Management Advisors, LLC May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP April 2004 - October 2006
CDC IXIS Asset Management November 1999 - April 2004
John Hancock Financial Services June 1998 - November 1999
Funds Distributor, Inc. September 1996 - May 1998
Scudder, Stevens & Clark, Inc. June 1994 - September 1996
Scudder Services Company July 1993 - June 1994
Education
Suffolk University Law School 1995 — 1999
Juris Doctor
Providence College 1988 — 1992
Bachelor of Arts
Bank of America Merrill Lynch October 2012 - Present
John Hancock Financial Services May 2010 - October 2012
Bank of America October 2006 - May 2010
Columbia Management Advisors, LLC May 2009 - October 2009
Kirkpatrick & Lockhart Nicholson Graham LLP April 2004 - October 2006
CDC IXIS Asset Management November 1999 - April 2004
John Hancock Financial Services June 1998 - November 1999
Funds Distributor, Inc. September 1996 - May 1998
Scudder, Stevens & Clark, Inc. June 1994 - September 1996
Scudder Services Company July 1993 - June 1994
Education
Suffolk University Law School 1995 — 1999
Juris Doctor
Providence College 1988 — 1992
Bachelor of Arts
Jeffrey Buote's Bank of America Experience February 1999 - Present
Job VP Capital MGMT Finance MGR CM Strategic Initiatives and Data MGNT
Industry Financial Services
Experience
Bank of America February 1999 - Present
Bank of America March 2010 - October 2011
Bank of America September 2004 - October 2011
Bank of America March 2007 - July 2008
Fleet Bank April 2002 - August 2004
Bank Boston February 1999 - April 2002
Putnam Investments October 1996 - February 1999
State Street 1993 - 1995
Skills
Financial Risk, Risk Management, Financial Services, Portfolio Management, Basel II, Banking, Equities, Fixed Income, Relationship Management, Credit Risk, Derivatives, Investments, Asset Management, Finance, Trading, Management, Vendor Management, Capital Markets
Education
Six Sigma 2007 — 2008
Green Belt Design for Six Sigma
Xaverian Brothers High School 1984 — 1988
NASD
Series-7 License, Formerly Sponsored with Bank Boston
Providence College
Bachelor of Science, Marketing
Suffolk University - Sawyer Business School
MBA, Business Law, International Law and Intellectual Property
Bank of America February 1999 - Present
Bank of America March 2010 - October 2011
Bank of America September 2004 - October 2011
Bank of America March 2007 - July 2008
Fleet Bank April 2002 - August 2004
Bank Boston February 1999 - April 2002
Putnam Investments October 1996 - February 1999
State Street 1993 - 1995
Skills
Financial Risk, Risk Management, Financial Services, Portfolio Management, Basel II, Banking, Equities, Fixed Income, Relationship Management, Credit Risk, Derivatives, Investments, Asset Management, Finance, Trading, Management, Vendor Management, Capital Markets
Education
Six Sigma 2007 — 2008
Green Belt Design for Six Sigma
Xaverian Brothers High School 1984 — 1988
NASD
Series-7 License, Formerly Sponsored with Bank Boston
Providence College
Bachelor of Science, Marketing
Suffolk University - Sawyer Business School
MBA, Business Law, International Law and Intellectual Property
Chris Killion's Bank of America Experience March 2009 - December 2011
Job Loan Officer at Sebonic Financial
Industry Banking
Experience
Sebonic Financial June 2013 - Present
Park Sterling Bank January 2012 - May 2013
Bank of America March 2009 - December 2011
EquiFirst September 2001 - February 2009
Ameribank October 1998 - July 2001
Cityscape 1995 - 1998
Skills
Mortgage Banking, Financial Analysis, Direct Sales, Publishing, Conventional, Loans, Portfolio Management, Mortgage Lending, FHA, Credit Risk, Refinance
Education
Sacred Heart University 1985 — 1989
MBA, Finance
Providence College 1977 — 1981
Bachelor of Science, Marketing
Sebonic Financial June 2013 - Present
Park Sterling Bank January 2012 - May 2013
Bank of America March 2009 - December 2011
EquiFirst September 2001 - February 2009
Ameribank October 1998 - July 2001
Cityscape 1995 - 1998
Skills
Mortgage Banking, Financial Analysis, Direct Sales, Publishing, Conventional, Loans, Portfolio Management, Mortgage Lending, FHA, Credit Risk, Refinance
Education
Sacred Heart University 1985 — 1989
MBA, Finance
Providence College 1977 — 1981
Bachelor of Science, Marketing
Holliday Rees's Bank of America Experience June 2010 - November 2014
Job SVP, Senior Corporate Banker at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch December 2014 - Present
Bank of America June 2010 - November 2014
Bank of America Merrill Lynch June 2009 - January 2013
Bank of America June 2004 - June 2009
Bank of America October 2000 - June 2004
Fort Worth Dallas Ballet June 1996 - January 1997
Skills
Treasury Management, Banking, Commercial Banking, Treasury Services, Cash Management, Liquidity Management, Portfolio Management, Investments, Relationship Management, ACH, Payments, Financial Analysis, Financial Services
Education
Principia College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
North Carolina School of the Arts 1995 — 1996
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch December 2014 - Present
Bank of America June 2010 - November 2014
Bank of America Merrill Lynch June 2009 - January 2013
Bank of America June 2004 - June 2009
Bank of America October 2000 - June 2004
Fort Worth Dallas Ballet June 1996 - January 1997
Skills
Treasury Management, Banking, Commercial Banking, Treasury Services, Cash Management, Liquidity Management, Portfolio Management, Investments, Relationship Management, ACH, Payments, Financial Analysis, Financial Services
Education
Principia College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
North Carolina School of the Arts 1995 — 1996
Julie Fabrizio's Bank of America Experience July 2007 - May 2012
Job Citigroup
Industry Financial Services
Experience
Citi December 2013 - Present
Bank of America July 2007 - May 2012
Skills
Investment Banking, Financial Modeling, Fixed Income, Equities, Capital Markets, Valuation, Derivatives, Hedge Funds
Education
Princeton University 2003 — 2007
Citi December 2013 - Present
Bank of America July 2007 - May 2012
Skills
Investment Banking, Financial Modeling, Fixed Income, Equities, Capital Markets, Valuation, Derivatives, Hedge Funds
Education
Princeton University 2003 — 2007
Jim Potasky's Bank of America Experience January 1981 - January 1989
Job Director of Internal Audit
Industry Banking
Experience
Hampton Roads Bankshares January 2013 - Present
Carolina Financial Corporation February 2009 - December 2012
BB&T, Winston-Salem, NC 2004 - 2009
Republic Bank January 1989 - January 2004
Bank of America January 1981 - January 1989
City Savings Bank January 1979 - January 1981
Skills
Internal Audit, Banking, Risk, Audit Committee, Financial Risk, Mortgage Lending, Credit, Management, Financial Analysis, Credit Analysis, Risk Management, Credit Risk, Commercial Banking, Cash Management, Retail Banking, Commercial Lending, Consumer Lending, Loan Origination, Loans, Finance, Auditing
Education
Providence College 1975 — 1979
Bachelor of Arts
BAI School For Bank Administration, University of Wisconsin, Madison, WI
Audit Certification, Auditing
Farr & Associates
Leadership Development
Hampton Roads Bankshares January 2013 - Present
Carolina Financial Corporation February 2009 - December 2012
BB&T, Winston-Salem, NC 2004 - 2009
Republic Bank January 1989 - January 2004
Bank of America January 1981 - January 1989
City Savings Bank January 1979 - January 1981
Skills
Internal Audit, Banking, Risk, Audit Committee, Financial Risk, Mortgage Lending, Credit, Management, Financial Analysis, Credit Analysis, Risk Management, Credit Risk, Commercial Banking, Cash Management, Retail Banking, Commercial Lending, Consumer Lending, Loan Origination, Loans, Finance, Auditing
Education
Providence College 1975 — 1979
Bachelor of Arts
BAI School For Bank Administration, University of Wisconsin, Madison, WI
Audit Certification, Auditing
Farr & Associates
Leadership Development
Charlie Emmons's Bank of America Experience September 1967 - March 2002
Job Senior Commercial Loan Officer at Finance Authority of Maine
Industry Financial Services
Experience
Finance Authority of Maine October 2003 - Present
Bank of America September 1967 - March 2002
Skills
Banking, Commercial Lending, Wealth Management, Small Business Lending, Loans, Credit Risk, Credit, Retail Banking, Finance, Commercial Banking, Credit Analysis, Portfolio Management, Lines Of Credit
Education
Princeton University 1962 — 1966
Finance Authority of Maine October 2003 - Present
Bank of America September 1967 - March 2002
Skills
Banking, Commercial Lending, Wealth Management, Small Business Lending, Loans, Credit Risk, Credit, Retail Banking, Finance, Commercial Banking, Credit Analysis, Portfolio Management, Lines Of Credit
Education
Princeton University 1962 — 1966
Joanne Donahue's Bank of America Experience October 2002 - September 2009
Job personal banker at SunTrust Bank
Industry Banking
Experience
SunTrust Bank January 2011 - Present
Bank of America October 2002 - September 2009
Kalder and Assoc September 1998 - October 2002
Bank of America March 1985 - September 1998
Skills
Credit Risk
Education
Providence College
Associate's degree, Paralegal Studies
SunTrust Bank January 2011 - Present
Bank of America October 2002 - September 2009
Kalder and Assoc September 1998 - October 2002
Bank of America March 1985 - September 1998
Skills
Credit Risk
Education
Providence College
Associate's degree, Paralegal Studies
Julie Baer's Bank of America Experience October 2013 - Present
Job Product Relationship Consultant at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Bank of America December 2011 - August 2013
Bank of America August 2000 - August 2013
Baker Distributing Company April 1994 - November 1997
EDS August 1989 - March 1994
Skills
Banking, Credit, Loans, Project Management, Mortgage Lending, Change Management, Retail Banking, Small Business Lending, Consumer Lending, Credit Risk, Loan Origination, Mortgage Banking, Risk Management, Financial Risk, Relationship Management, Cross Selling, Project Delivery, Learning Styles, Operational Risk..., Commercial Banking, Commercial Lending, Credit Analysis, Credit Cards
Education
University of North Texas 1987 — 1988
Principia College 1982 — 1986
Bachelor of Arts (BA), Art History, Political Science and Business
Bank of America October 2013 - Present
Bank of America December 2011 - August 2013
Bank of America August 2000 - August 2013
Baker Distributing Company April 1994 - November 1997
EDS August 1989 - March 1994
Skills
Banking, Credit, Loans, Project Management, Mortgage Lending, Change Management, Retail Banking, Small Business Lending, Consumer Lending, Credit Risk, Loan Origination, Mortgage Banking, Risk Management, Financial Risk, Relationship Management, Cross Selling, Project Delivery, Learning Styles, Operational Risk..., Commercial Banking, Commercial Lending, Credit Analysis, Credit Cards
Education
University of North Texas 1987 — 1988
Principia College 1982 — 1986
Bachelor of Arts (BA), Art History, Political Science and Business
Derek Edwards's Bank of America Experience June 2010 - June 2012
Job Corporate Development Manger at Vantage Oncology
Industry Financial Services
Experience
Vantage Oncology January 2015 - Present
Vantage Oncology August 2013 - January 2015
Thomas H. Lee June 2012 - February 2013
Bank of America June 2010 - June 2012
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Portfolio Management, Equities, Investments, Equity Research, Due Diligence, Mergers & Acquisitions, Banking, Credit Analysis, Business Analysis, Data Analysis, Project Management, Team Management
Education
London School of Economics and Political Science 2009 — 2010
Bachelor’s Degree, Accounting and Finance, Awarded with Distinction
Princeton University 2006 — 2009
Bachelor’s Degree, Chemistry, Summa Cum Laude
Vantage Oncology January 2015 - Present
Vantage Oncology August 2013 - January 2015
Thomas H. Lee June 2012 - February 2013
Bank of America June 2010 - June 2012
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Bloomberg, Financial Analysis, Portfolio Management, Equities, Investments, Equity Research, Due Diligence, Mergers & Acquisitions, Banking, Credit Analysis, Business Analysis, Data Analysis, Project Management, Team Management
Education
London School of Economics and Political Science 2009 — 2010
Bachelor’s Degree, Accounting and Finance, Awarded with Distinction
Princeton University 2006 — 2009
Bachelor’s Degree, Chemistry, Summa Cum Laude
Jeanne Bragger's Bank of America Experience 2006 - 2011
Job Banking Professional
Industry Banking
Experience
Bank of America 2006 - 2011
Citizens Bank January 1996 - July 2006
Education
Providence College
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America 2006 - 2011
Citizens Bank January 1996 - July 2006
Education
Providence College
Bachelor of Science (B.S.), Business Administration and Management, General
Matt Shilling's Bank of America Experience June 2011 - Present
Job Analyst Investment Banking Leveraged Finance at Bank of America
Industry Investment Banking
Experience
Bank of America June 2011 - Present
Education
Princeton University 2007 — 2011
Bachelor's degree, Finance, General
Bank of America June 2011 - Present
Education
Princeton University 2007 — 2011
Bachelor's degree, Finance, General
Jeff Detwiler's Bank of America Experience January 2008 - November 2008
Job President/COO at Long & Foster Companies
Industry Real Estate
Experience
Long & Foster Companies September 2009 - Present
Long&&Foster companies September 2009 - Present
Bank of America January 2008 - November 2008
Countrywide Home Loans May 2004 - December 2007
Skills
Real Estate, Investment Properties, Real Estate Transactions, Relocation, First Time Home Buyers, Residential Homes, Property Management, REO, Short Sales, Foreclosures, Investors, New Home Sales, Luxury
Education
Princeton University 1979 — 1983
Bachelor's degree, Psychology
Long & Foster Companies September 2009 - Present
Long&&Foster companies September 2009 - Present
Bank of America January 2008 - November 2008
Countrywide Home Loans May 2004 - December 2007
Skills
Real Estate, Investment Properties, Real Estate Transactions, Relocation, First Time Home Buyers, Residential Homes, Property Management, REO, Short Sales, Foreclosures, Investors, New Home Sales, Luxury
Education
Princeton University 1979 — 1983
Bachelor's degree, Psychology
Huang Chao's Bank of America Experience January 2012 - Present
Job VP at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
Bank of America June 2010 - January 2012
Virginia Tech August 2005 - May 2010
Education
Princeton University 2000 — 2005
Doctor of Philosophy (Ph.D.), Computer Engineering
Tsinghua University 1998 — 2000
Master's degree, Electrical Engineering
Tsinghua University 1994 — 1998
Bachelor's degree, Electrical Engineering
Bank of America January 2012 - Present
Bank of America June 2010 - January 2012
Virginia Tech August 2005 - May 2010
Education
Princeton University 2000 — 2005
Doctor of Philosophy (Ph.D.), Computer Engineering
Tsinghua University 1998 — 2000
Master's degree, Electrical Engineering
Tsinghua University 1994 — 1998
Bachelor's degree, Electrical Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS