Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Bank of America October 2008 - Present
Bank of America October 2007 - October 2008
Bank of America May 2006 - October 2007
Skills
Customer Retention, Sales, Customer Service, Sales Management, Small Business, Credit, Banking, Loans, Cash Management, Credit Cards, Real Estate, Financial Analysis, Small Business Lending, Consumer Lending, Commercial Lending, Retail Banking, Credit Analysis, Mortgage Banking
Education
Rogers State University
Bank of America January 2014 - Present
Bank of America April 2007 - December 2013
MBNA March 2006 - April 2007
MBNA April 2001 - March 2006
MBNA January 1999 - February 2001
MBNA August 1994 - December 1998
Skills
Business Development, Direct Marketing, Financial Modeling
Education
Rollins College 1990 — 1994
Liberal Arts, English
D+H U.S. Operation (Acquired Harland Financial Solutions, Mortgagebot, and Compushare) May 2014 - Present
D+H October 2012 - May 2014
Seacoast National Bank March 2006 - October 2012
Bank of America 2004 - 2006
Skills
Banking, Credit, Loans, Small Business Lending, Commercial Lending, Commercial Banking, Credit Analysis, Payments, Mortgage Lending, Cash Management, Consumer Lending, Finance, Customer Service, Sales, Cash Flow, Small Business, New Business Development
Education
Rollins College 2002 — 2004
Samford University 1999 — 2001
Interactive Data, LLC January 2015 - Present
Mica and Wood Furniture Inc May 2002 - December 2014
Morgan Stanley April 2000 - April 2002
Bank of America September 1996 - July 2000
Skills
Sales Management, Lead Generation, CRM, Sales Operations, New Business Development, E-Learning, Risk Management, Cold Calling, Training, Sales, Account Management, Customer Service, Contract Negotiation, Management, Team Building, Salesforce.com, Leadership, Direct Sales, Business Development, Solution Selling, Negotiation
Education
Rollins College
Bachelor of Arts, Psychology
Healthfirst July 2014 - Present
Healthfirst November 2012 - Present
Brookstone August 2011 - January 2013
Bank of America January 2012 - November 2012
Skills
Sales Management, Operations Management, Cash Register, Cash Handling Experience, Team Management, Event Management, Microsoft Word, Microsoft Excel, PowerPoint, Catering, Restaurants
Education
Rollins College 2014 — 2016
Bachelor's Degree, Business Administration and Management, General, 3.52
TCI College of Technology 2009 — 2010
Associate's Degree, Business Administration and Management, General, 3.52
SBM Site Services, LLC October 2013 - Present
Federal Hill House Association June 2009 - October 2013
Bank of America November 2008 - March 2009
Foxwoods Resort Casino June 2008 - October 2008
UPS July 1996 - December 2007
Access Title, LLC March 2004 - March 2005
Skills
Team Building, Public Speaking, Microsoft Office, Customer Service, Coaching, Strategic Planning, Fundraising, Inventory Management, Leadership Development, PowerPoint, Staff Development, Team Leadership, Microsoft Excel, Budgets, Change Management, Microsoft Word, Outlook, Nonprofits, Operations Management, Volunteer Management, Windows, Employee Relations, Human Resources, Logistics, Administration, Organizational..., Social Media, Editing
Education
Roger Williams University
Masters of Science, Criminal Justice
School One September 2015 - Present
Self Employed January 2008 - Present
CVS Health July 2010 - February 2014
Bank of America July 2011 - April 2013
Roger Williams University September 2008 - November 2011
Roger Williams University August 2008 - May 2011
U.S. Census Bureau April 2010 - June 2010
Vector Marketing June 2008 - August 2009
Milford Federal S June 2006 - October 2007
Skills
Training, Customer Service, Time Management, Sales, Microsoft Excel, Editing, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Research, Teamwork, Leadership, Critical Thinking, Team Leadership, Teaching, Mathematics, Academic Tutoring, Mathematics Education
Education
University of Southern California 2013 — 2014
Master of Arts (MA), Secondary Education and Teaching (Single Subject Mathematics)
Roger Williams University 2008 — 2011
BS, Mathematics
Bank of America August 2011 - Present
Bank of America 2008 - 2011
Skills
Banking, Credit, Loans, Retail Banking, Risk Management, Commercial Banking, Financial Risk, Customer Service
Education
Rollins College 2001 — 2005
Bachelor of Arts (BA), Theatre
The General Ledger Bookkeeping & Tax January 2007 - Present
AARP September 2014 - April 2015
Bank of America July 2008 - July 2009
Jackson Hewitt Tax Service December 2007 - May 2008
Hillside Florist and Gift Shop May 2005 - December 2007
Skills
Account Reconciliation, Tax Preparation, Tax Returns, Tax Advisory, Tax Law, General Ledger, Journal Entries, Accounting, Financial Statements, Financial Reporting, Accounts Payable, Accruals, Bank Reconciliation, Fixed Assets, Tax, Finance, Bookkeeping, Small Business, QuickBooks, Income Tax, Sales Tax, Payroll Taxes
Education
Roger Williams University 1976 — 1979
BS/AS, Mech. Engr./Accounting
ACI Worldwide June 2010 - Present
Bank of America September 2009 - June 2010
ACI Worldwide 1997 - 2008
Nestor 1997 - 2001
RI Army National Guard 1978 - 2001
Fleet Bank 1990 - 1997
Skills
Electronic Payments, Mobile Payments, Debit Cards, Payment Systems, Payment Card Processing, Cards, Payment Gateways, E-payments, Acquiring, PCI DSS, ATM networks, EMV, Internet Banking, Merchant Services, POS, E-commerce, SaaS, Product Management, Strategic Partnerships, ISO8583, Electronic Funds..., Financial Services, Strategy, Relationship Management, AML, Analytics, Payment Services, Operational Risk..., Operational Risk, Executive Management, Enterprise Software, Smart Cards, Fraud Detection, Mobile Commerce, Payment Cards
Education
Roger Williams University
BS, Public Admin
Bank of America January 2012 - Present
Bank of America March 2010 - January 2012
Bank of America July 2008 - January 2012
Bank of America June 2004 - July 2008
Incepture October 2003 - June 2004
PowerSabre, Inc December 1999 - October 2003
CSX Technology August 1989 - December 1999
Computer Science Corporation & Raytheon Company April 1984 - August 1989
Skills
Written & Oral..., Program Management, PMO, Project Portfolio..., Requirements Analysis, Highly Organized &..., Project Management, Change Management, Six Sigma, Business Analysis, Process Improvement, Leadership, Banking, SDLC, Team Building, Training, Project Delivery, Function Point Analysis, Software Development, Business Process..., Governance, Risk Management, Management, Metrics, Resource Management, Strategic Planning, Consulting, IT Strategy, Microsoft Office, MS Project, Visio, Testing, SharePoint, Conflict Resolution
Education
Rollins College
BS, Computer Science
Sinclair Community College
AAS, Information Systems
USAA November 2012 - Present
Bank of America April 2009 - November 2012
United States Marine Corps May 2004 - May 2010
Harley-Davidson Financial Services September 2007 - March 2009
Skills
Credit, Risk Management, Customer Service, Mortgage Lending, Microsoft Word, CRM, Banking, Microsoft Office, Loans, Process Improvement, Microsoft Excel, Financial Analysis, Mortgage Banking, Finance, FHA, Credit Analysis, Analysis
Education
University of Phoenix 2014 — 2016
Associate of Arts (A.A.), Computer Programming
Rockland Community College
Spring Valley High School
MetLife January 2013 - Present
Bank of America January 2012 - January 2013
Bank of America August 2008 - January 2012
Bank of America, LandSafe February 2008 - August 2008
Bank of America, formerly Countrywide Financial July 2007 - February 2008
Kforce Inc. May 2006 - August 2006
Estee Lauder Companies Europe January 2006 - May 2006
Skills
Business Relationship..., Helping Clients Succeed, Consultative Approach, Trusted Business Partner, Presentation Development, Presentation Delivery, Delivering Results, Deadline Driven, Client-facing..., Multi Tasking, Teamwork, Business Process..., Relating to Clients, Close Attention to..., Inter-personal, Self-starter, Presentations
Education
Rollins College 2004 — 2007
B.A., International Business
Rollins College
Bachelor's degree, International Business
BOK Financial November 2013 - Present
Stearns Lending November 2011 - November 2013
Bank of America July 2007 - November 2011
Raymond James January 2007 - June 2007
UBS January 2007 - June 2007
Lehman Brothers August 2006 - December 2006
Skills
Banking, Finance, Relationship Management, Credit Risk, Mortgage Banking, Sales, Management, Real Estate, Wealth Management, Accounting, Credit, Options, Time Management, Credit Analysis, Customer Service, FHA, Financial Analysis, Financial Services, Funding, Loans, Portfolio Management, Qualifying Prospects
Education
Rollins College 2003 — 2007
BA, Economics
Needham High School 2000 — 2003
Bank of America November 2008 - Present
FedEx Office October 2007 - November 2008
Hallmark Cards February 1985 - November 2004
Skills
Risk Management, IT Procurement, Transportation, Finance, Electronic Publishing, Graphic Arts, Operations, Manufacturing Processes, Business Analysis, Enterprise Architecture, IT Management, Information Technology, Integration, PMP, Process Improvement, Program Management, Project Management, Vendor Management
Education
Rockhurst University 1994 — 1995
Accounting and Finance, 3.75
DeVry University 1983 — 1985
Bachelor of Science (BS), Computer Science, 4.0
Cafe S.O.U.L. January 2009 - Present
Café S.O.U.L. January 2009 - Present
Bank of America Card Services March 2009 - February 2013
Bank of America February 2008 - March 2009
Bank of America September 2006 - February 2008
Roger Williams University Psychology Department January 2006 - May 2006
Skills
PowerPoint, Customer Service, Research, Team Building, Analysis, Public Speaking, Leadership, Proposal Writing, Training, Microsoft Word, Marketing, Nonprofits, Strategic Planning, Microsoft Office, Leadership Development, Microsoft Excel, Social Media, Recruiting, Account Management, Government, Social Networking, Financial Analysis, Social Media Marketing, Organizational..., Event Planning, Fundraising
Education
Roger Williams University 2010 — 2013
Masters of Science, Leadership
Roger Williams University 2002 — 2006
Bachelor of Arts, Psychology
Bank of America June 2015 - Present
Equinox December 2014 - April 2015
RBS Citizens September 2013 - October 2014
BlackRock December 2012 - July 2013
Lincoln Financial Securities December 2010 - September 2012
Lincoln Financial Securities July 2010 - December 2010
Lincoln Financial Securities April 2009 - June 2009
Martel’s Self Care Products April 2005 - April 2008
Skills
Series 6, Series 63, Microsoft Office, Fixed Annuities, Mutual Funds, Investments, 401k Rollovers, Retirement Planning, Securities, Financial Advisory, Investment Strategies, Wealth Management, IRAs, 529 Plans, Separately Managed..., Variable Annuities, Life & Health Insurance..., Sales
Education
Roger Williams University 2006 — 2010
Bachelor of Science (B.S.), Business Administration, Management and Operations
John Hancock Financial Services, subsidiary of Manulife Financial Corporation May 2014 - Present
Vistaprint January 2014 - May 2014
Vistaprint August 2012 - January 2014
Bank of America October 2010 - August 2012
Bank of America Global Wealth & Investment Management May 2007 - October 2010
Bank of America March 2006 - April 2007
Lee Hecht Harrison November 2002 - March 2006
Professional Staffing Group June 2001 - October 2002
Scott-Wayne Staffing November 1997 - June 2001
Skills
Employee Relations, Talent Management, Succession Planning, Leadership Development, Performance Management, Executive Coaching, Leadership, Management, Human Resources, Change Management, Program Management, Coaching, Career Development, Strategic Planning, Consulting, Strategy, Organizational Design
Education
Rollins College 1989 — 1993
Bachelor of Arts (BA), Sociology & Business
Rollins College 1989 — 1993
Bachelor's degree, Sociology, Minor in Business
Re/Max Accent January 1999 - Present
Bank of America September 1991 - July 1997
Skills
REO, Luxury, Relocation Buyers, Seller Representation, Referrals, Waterfront, Rentals, Investors, Vacation Homes, Townhomes, Move Up Buyers, Real Estate Transactions, New Homes, Listing Homes, National Association of..., Resellers, Property Management, FHA, Selling, First Time Home Sellers, Buyers, Real Property, Income Properties, Leases, Sales
Education
Rollins College 1974 — 1978
BA
US Trust April 2011 - Present
Bank of America Merrill Lynch July 2009 - April 2011
Bank of America August 2006 - July 2009
Bank of America February 1999 - August 2006
Fleet Financial Group May 1996 - 2000
JWU 1990 - 1994
JWU 1990 - 1994
JWU 1990 - 1994
Skills
Wealth Management, Portfolio Management, Investments, Asset Management, Asset Allocation, Equities, Alternative Investments, Mutual Funds, Series 7, Fixed Income, Strategic Financial..., Banking, Retirement Planning, Estate Planning
Education
Roger Williams University School of Law 1993 — 1997
Juris Doctorate, Law
The Ohio State University 1988 — 1990
Masters, Organizational Communication
Stonehill College 1984 — 1988
Bachelor of Arts, Comunication and Psychology, Cum Laude graduate
Bishop Connolly
SF Advisors, LLC 2009 - Present
Deutsche Bank 2005 - 2008
Bank of America 1999 - 2003
Chase Securities 1986 - 1999
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Private Equity, Capital Markets, Investment Banking, Business Valuation
Education
Rollins College 1982 — 1986
Bachelor's degree, Economics
Kent School, Kent,CT 1980 — 1982
SunTrust Mortgage March 2014 - Present
SunTrust Mortgage May 2011 - February 2014
MetLife Home Loans November 2010 - May 2011
PHH Mortgage September 2002 - March 2010
Bank of America 2010 - 2010
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Refinance, FHA, Loan Origination, Loans, FHA financing, VA loans, Credit, Mortgage Underwriting, USDA, Reverse Mortgages, Banking, Underwriting, Investment Properties, First Time Home Buyers, Credit Analysis, Real Estate, Home Equity Loans, Sales, Selling, Residential Homes, Real Estate Financing, Referrals, Short Sales, Consumer Lending, Commercial Lending, Government Loans, Program Development, Employee Training, VA Loans, FHA Financing
Education
Rollins College 2008 — 2010
Masters, Human Resources Management
University of Florida 1998 — 2002
Bachelors, Recreation, Business
Total Wine & More May 2014 - Present
American Institute August 2008 - Present
Coach 2008 - March 2013
American Institute February 2007 - July 2008
Bank of America August 2006 - February 2007
Skills
Customer Service, Sales, Interpersonal..., Time Management, Retail, PowerPoint, Outlook, Customer Satisfaction, Banking, Customer Retention, Marketing, Microsoft Excel, Leadership, Public Speaking, Sales Management, Program Management
Education
Roger Williams University 2001 — 2006
Bachelor of ArtsDual Studies, Art & Architectural History and Visual Arts
Dexter Credit Union October 2014 - Present
BankRI February 2010 - June 2013
Bank of America June 2004 - October 2009
Fleet Bank March 1999 - June 2004
Fleet Bank June 1996 - March 1999
Fleet Bank December 1994 - June 1996
Fleet Bank May 1994 - December 1994
Massachusetts South Shore January 1993 - May 1994
Fleet Bank January 1992 - January 1993
Fleet Bank December 1988 - January 1992
Skills
Banking, Retail Banking, Marketing, Product Development, Sales, Coaching, Sales Management, Management, Credit, Strategic Planning, Loans, Customer Service, Strategy, Advertising, Leadership, Training, Business Development, Mergers & Acquisitions, Sales Process, Human Resources, Program Management, Market Planning, Direct Marketing, Marketing Communications
Education
Roger Williams University 1977 — 1981
BS, Business Management
JHS 1972 — 1975
Bank of America May 2012 - Present
PNC Bank December 2009 - September 2011
Skills
Mortgage Banking, Mortgage Lending, Refinance, FHA, Mortgage, First Time Home Buyers, Loans, Loan Origination, Consumer Lending, Investment Properties, FHA financing, VA loans, Residential Mortgages, Construction Loans, Credit, Mortgage Underwriting, Reverse Mortgages, USDA, VA Loans, FHA Financing
Education
Roger Williams University 1987 — 1991
BS, Marketing
Bank of America April 2007 - Present
Wachovia Bank 2000 - 2007
U.S. Department of State March 1991 - November 1999
Skills
Sourcing, Negotiation, Supply Chain Management, Procurement, Technology Sourcing, Contract Writing, Strategic Sourcing, Sourcing & Procurement, Global Sourcing, Vendor Management, Vendor Relations, Contract Negotiations, Contract Management, Supply Chain, RFP, Supply Management, Contract Negotiation, Process Improvement, Spend Analysis
Education
Rollins College 1986 — 1989
Bachelor of Arts, German Language and Literature
Ricoh Americas Corporation July 2014 - Present
Tokio Marine Management, Inc. September 2013 - July 2014
Distributed Systems Services, Inc. (DSS) July 2012 - September 2013
The Hartford December 2010 - May 2012
JPMChase 2004 - April 2010
Bank of America November 2003 - August 2004
JM Family Enterprises, Inc. March 2000 - February 2003
USA Floral Products August 1999 - March 2000
MIS Training Institute November 1998 - August 1999
IRIS Associates - division of Lotus Inc. June 1998 - November 1998
Skills
Lotus Domino, Microsoft Exchange, Blackberry Enterprise..., Infrastructure, Consolidation, Hardware, Operating Systems, Disaster Recovery, Project Management, Software Installation, Active Directory, Windows, Software Documentation, Project Planning, Networking, Servers, Sametime, Windows Server, System Administration, VMware, Troubleshooting, Lotus Notes, Data Center, Messaging, Information Technology, Antivirus, Network Marketing, Technical Writing &..., Help Desk Support, ITIL, Virtualization, IT Operations, DNS, XP, Technical Support, Blackberry, VMware Infrastructure, Integration, Citrix, IIS, IT Management, Windows XP, Security
Education
Roger Williams University 1978 — 1982
BS, Business Administration
Rivers Country Day School 1976 — 1978
High School, High School Diploma
Bank of America January 2006 - Present
Attorney January 2013 - January 2014
AAA Southern New England October 1998 - December 2004
Skills
Legal Research, Legal Writing, Customer Service, Microsoft Office, Westlaw, Insurance, Outlook, Microsoft Excel, Microsoft Word, Lexis, Document Review, Document Drafting, Research, Public Speaking, Due Diligence, Contract Negotiation, PowerPoint
Education
Western New England College School of Law 2008 — 2012
Juris Doctorate, Law
Roger Williams University 2005 — 2008
Bachelors, Paralegal Studies
Pacific Union Financial December 2012 - Present
Fifth Third Bank June 2011 - December 2012
Bank of America December 2008 - June 2011
Countrywide Financial July 2007 - December 2008
Education
Rollins College 2003 — 2007
Bachelors, Economics
Chubb Insurance October 2014 - Present
Executive Search-Bethpage FCU/Guaranteed Rate/REMN June 2012 - October 2013
Bank of America February 2011 - February 2012
NIF Group, Inc. June 2007 - May 2010
WMC Mortgage April 2004 - March 2007
Skills
Account Management, Refinance, Mortgage Lending, Customer Service, Credit, Risk Management, Time Management, Business Operations, Customer Satisfaction, Quality Control, Account Reconciliation, Administrative..., Office Administration, Production Managment, Creative Concept Design, Sales Operations, Loans, Underwriting, Finance, Insurance
Education
Rockland Community College
Associate in Applied Science, Business Administration and Management, General
Bank of America - Home Loans Fulfillment April 2013 - Present
Bank of America April 2012 - April 2013
Josh Stoler State Farm Insurance June 2008 - April 2012
Drew Davis State Farm Insurance February 2006 - May 2008
Orlando Magic 2002 - 2004
Sport Specific Training Group February 2000 - February 2002
University of Michigan 1995 - 1998
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
MBA, Management
University of Michigan 1995 — 1999
B.A., Management and Communications
Bank of America November 2009 - Present
Deustche Bank May 2008 - November 2009
BNY Mellon October 2000 - May 2008
Bank of Boston 1988 - 2000
Skills
Credit, Private Equity, Venture Capital, Sales, Payments, Banking, Portfolio Management, Trade Finance, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Fixed Income, Risk Management, Credit Risk, Financial Services, Capital Markets, Securities, Equities, Investments
Education
Roger Williams University 1984 — 1987
Corvias Group April 2015 - Present
Marsh & McLennan Companies, Inc. June 2014 - April 2015
Harvard Pilgrim Health Care November 2011 - May 2014
Sensata Technologies 2011 - 2011
King & Bishop 2010 - 2011
Sun Life Financial 2005 - 2010
Bank of America 2004 - 2005
Citizens Bank 2002 - 2003
Manpower Inc. 1999 - 2003
Skills
Talent Acquisition, Talent Management, College Recruiting, Recruiting, Onboarding, Technical Recruiting, Employee Relations, Sourcing, Human Resources, Internet Recruiting, Performance Management, Executive Search, HR Policies, Leadership, Leadership Development, Management Consulting, Succession Planning, Workforce Planning, Benefits Administration, Personnel Management, Career Development, Organizational..., Networking, HR Consulting, Management, Hiring, Vendor Management, Employee Benefits, Career Counseling, Coaching, Taleo, Temporary Placement, PeopleSoft, Interviews, New Hire Orientations, Deferred Compensation, Organizational..., Employer Branding
Education
University of Rhode Island
BA, Psychology, Sociology
Roger Williams University
Certification in Human Resources
Herb Chambers Honda of Seekonk January 2015 - Present
MetLife March 2013 - March 2014
Bank of America March 2007 - December 2010
Skills
Business Technology, Sales, Call Centers, Cashiering, Customer Service, Microsoft Office, Microsoft Word, Customer Experience
Education
Roger Williams University 2014 — 2015
Case manager
William M. Davies Jr., Career and Technical High School 2001 — 2005
High School Diploma, Business Technology, 12
Tyco August 2012 - Present
Fluor 2009 - 2012
Bank of America 2008 - 2009
Citco Fund Services 2007 - 2008
Lydian Private Bank 2003 - 2007
VirtualBank 2003 - 2007
Lydian Mortgage 2003 - 2007
Ernst & Young LLP 1996 - 2002
Philip Morris International 1993 - 1996
IBM International June 1993 - October 1993
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Program Management, Information Technology, Data Center, Risk Management, Service Delivery, Incident Management, Certified Project..., Global Operations, Business Transformation, Global Management, Global Strategy, ISO 22301, Change Management
Education
Rollins College - Crummer Graduate School of Business
M.B.A., emphasis on M.I.S.
University of Central Florida
B.S.B.A., Management and M.I.S.
Super Hero, inc August 2015 - Present
Hamblin Wealth Management, Inc January 2011 - Present
Merrill Lynch July 2009 - October 2010
Bank of America June 1994 - April 2008
Skills
Credit, Wealth Management, Series 7, Mortgage Lending, Investment Advisory, Insurance, Loans, Retirement Planning, Consumer Lending, Fixed Annuities, Banking, Investments, Commercial Lending, Small Business Lending, Financial Analysis
Education
Rollins College 2007 — 2013
Empire City Casino May 2015 - Present
Ipsos ASI August 2012 - January 2015
Newport Pedicab July 2011 - November 2011
Vanderbilt Hall / 41 North Hotel & Marina 2009 - 2011
Progressive Insurance / Travelers Insurance 2007 - 2009
Bank of America January 2007 - August 2007
YellowBook 2005 - 2006
Skills
Customer Service, Leadership, Management, Marketing Research, Marketing, Microsoft Excel, SPSS, Market Research, Filemaker Pro, Adobe Photoshop, Client Relations, Sales, Negotiation, Hospitality, Hotels, Housekeeping, Event Management, Event Planning, Inventory Management, Team Management, Microsoft Access, Facebook, Microsoft Word, Ebay Sales, LinkedIn, Adobe Acrobat, SoundCloud, Twitter, Google+, Instagram, Skype, Vine, YouTube, Access
Education
Roger Williams University 2001 — 2005
Bachelor's Degree, Marketing; Psychology (Minor)
Morgan Stanley October 2015 - Present
Morgan Stanley June 2014 - Present
The Sylvia Group April 2011 - May 2014
Merrill Lynch January 2009 - March 2011
Bank of America January 2006 - January 2009
FleetBoston Financial April 2000 - December 2005
New York Life Insurance Company December 1995 - March 2000
Skills
Financial Planning, Retirement Planning, Wealth Management, Estate Planning, Credit, Employee Benefits, Business Planning, Commercial Insurance, Asset Based Lending, Insurance, Risk Management, Casualty, Investments, Portfolio Management, Asset Management, Sales Management, New Business Development, Strategic Planning, 401k, Retirement, Non-profits, Strategic Financial..., Public Speaking, Banking, Nonprofits, Life Insurance, Business Development, Underwriting, General Insurance, Mutual Funds, Finance, Financial Advisory, Loans, Leadership, Financial Services, Relationship Management, Sales, Mortgage Lending, Series 7, Marketing, Customer Service, Management, Financial Analysis
Education
Roger Williams University
Springfield College
CenturyLink September 2011 - June 2015
CenturyLink August 2009 - September 2011
Embarq October 2005 - August 2009
Sprint January 2001 - October 2005
Sprint October 1998 - January 2001
Sprint 1997 - 1998
North American Savings Bank 1996 - 1997
Bank of America 1993 - 1995
Skills
Process Improvement, Forecasting, Telecommunications, Project Management, Business Process, Financial Analysis, Financial Modeling, Budgets, Financial Reporting, Budget Process, Strategy, Consulting, Management, Analysis, Sales, Team Building, Finance
Education
Rockhurst University 1992 — 1997
Bachelor of Science in Business Administration, Finance and Economics
Thomas More Prep-Marian High School 1988 — 1992
KeyBank March 2012 - Present
KeyCorp 2012 - Present
Bank of America January 2011 - February 2012
Bank of America January 2008 - December 2010
Bank of America January 2004 - November 2008
Skills
Sales, Mergers, Product Development, Banking, Risk Management, Vendor Management
Education
Rollins College 1983 — 1987
Bachelor of Arts (B.A.), Psychlogy and music, Graduated with honors
Rollins College 1983 — 1987
BA, Music and Psychology
Bank of America September 2015 - Present
AT & T May 2012 - September 2015
AT&T 2009 - 2012
CVS Caremark Corporation 2008 - 2009
Skills
Sales Management, Customer Satisfaction, Work Well Independently, Team Facilitation, Staff Supervision, Highly resourceful, Comprehensive Planning
Education
Rogers State University 2015 — 2015
Graphic Design
Liberty University 2011 — 2013
Bachelor of Science (B.S.), Psychology
C&R Classic Menswear (Self-Employed) 2014 - Present
Bank of America 2013 - 2014
Astor and Black Custom Clothiers 2011 - 2013
Wells Fargo Home Mortgage 2010 - 2011
Chase Home Finance 2007 - 2010
Banana Republic / Gap Inc. 2007 - 2010
E-ZPass New York 2002 - 2006
Skills
Customer Service, Fashion, Entrepreneurship, Outlook, Microsoft Excel, Leadership, New Business Development, Retail, Marketing Strategy, Microsoft Word, Apparel, Social Media, Microsoft Office, Social Media Marketing, Blogging, Online Advertising, Styling, Merchandising, Sales, Social Networking
Education
Rockland Community College 1995 — 1997
Oklahoma State Bank July 2014 - Present
Oklahoma State Bank July 2008 - Present
Bank of America April 2007 - May 2008
Bank of Oklahoma February 2006 - April 2007
Skills
Customer Service, Loans, Banking, Internet Banking, Cross Selling, Deposits, Retail Banking, Debit Cards, Cash Handling Experience, Lines Of Credit, Relationship Management, Consumer Lending, Opening New Accounts, Payment Systems, Loan Servicing, Mobile Banking, ATMs, Team Building, Dispute Resolution, Small Business Lending, Social Media..., Product Marketing, Advertising, Commitment to Customer..., Community Banking, OFAC, Bill Payment, Accounts Payable &...
Education
McAlester 2001 — 2005
Rogers State University
Cassidy Coaching July 2014 - Present
Right Management 2004 - Present
CareerCoach.com 2013 - Present
Right Management 2003 - 2014
Rollins College 2001 - 2008
Bank of America 1997 - 1998
Barnett Bank 1996 - 1997
Barnett Bank 1980 - 1996
Skills
Talent Management, Executive Coaching, Business Coaching, Leadership Development, Leadership, Career Management, Career Counseling, Career Development, Outplacement, Coaching, Executive Development, Executive Management, Onboarding, Change Management, Employee Engagement, Culture Change, Organizational..., Organizational Design, Human Resources, Organizational..., Workshop Facilitation, 360 Feedback, MBTI, Performance Management, Recruiting, Succession Planning, Employee Relations, Workforce Planning, Talent Acquisition, FIRO-B, Team Management, Management Development, Mergers, Business Strategy, Mergers & Acquisitions, Employee Training, Personnel Management, Career Development..., Conflict Resolution, Training, Emotional Intelligence, Resume Writing
Education
Rollins College
Master of Human Resources
Rollins College
BA Organizational Communication Business
Bank of America February 2005 - Present
Compass Bank for Savings August 1999 - November 2004
Skills
Banking, Process Improvement, Business Process..., Business Analysis, PMO, Risk Management, Financial Analysis, Commercial Banking, Retail Banking, Loans, Leadership
Education
Roger Williams University
Bachelor of Science (B.S.), Accounting
Bank of America June 2014 - Present
Bank of America December 2000 - May 2014
Park Lane Assoc. / Colibri 1994 - 2000
Skills
Banking, Account Reconciliation, Team Leadership, Risk Management, Process Improvement, Analysis, Customer Service, Microsoft Office, Finance, Project Management, Microsoft Word
Education
Roger Williams University
Bachelor's
Roger Williams University
Master's degree, Organizational Leadership
Robert Half Finance & Accounting July 2015 - Present
Bank of America February 2014 - July 2015
Aerotek October 2013 - February 2014
Self-employed September 2012 - October 2013
Schulze Consulting June 2012 - March 2013
Skills
Marketing, Cold Calling, Recruiting, Outside Sales, Customer Service, Social Media Marketing, Strategic Sales Plans, Sales, Leadership, Microsoft Office, Marketing Strategy, Data Entry, Behavioral Interviewing, Teamwork, Managing Database, Technical Recruiting, Interviews, Outlook, Financial Services, Sourcing, Community Outreach, Strategy, Talent Acquisition, CRM, Screening Resumes, Notary Public
Education
Roger Williams University 2007 — 2011
Bachelor’s Degree, Major: Marketing Minor: History
Axiom Bank (f/k/a Urban Trust Bank) May 2012 - Present
Bank of America January 2002 - October 2011
Fifth Third Bank January 1999 - January 2002
Sun Trust Bank June 1986 - May 1999
Skills
Banking, Real Estate, Loans, Mortgage Lending, Loan Servicing, Credit, Management, Commercial Real Estate, Retail Banking, Commercial Lending, Loan Origination
Education
Rollins College
Master of Arts, Corporate Communication & Technology
Rollins College
Bachelor of Arts, Organizational Communication
DLA Piper April 2012 - Present
HDSA 2006 - Present
Barrier Free Living August 2003 - Present
Dewey & LeBoeuf LLP January 2012 - April 2012
Bank of America August 2006 - January 2012
Bank of America August 2006 - August 2009
Banc of America Securities August 2006 - August 2009
Cadwalader 2000 - 2006
Cadwalader 2000 - 2006
Paul Hastings January 2000 - January 2001
Skills
Corporate Governance, Securities Regulation, Corporate Law, Due Diligence, Mergers, Venture Capital, Corporate Finance, Private Equity, Mergers & Acquisitions, Hedge Funds, Investments, Bankruptcy, Financial Services, Risk Management, Securities, Structured Finance, Joint Ventures, Capital Markets, Restructuring, Banking Law, Legal Compliance
Education
The University of Connecticut School of Law 1996 — 1999
Juris Doctor
Roger Williams University 1995 — 1996
BA, Social Science and History
Westerly High School 1975 — 1979
Cigna September 2014 - Present
Cigna November 2013 - September 2014
Cigna March 2012 - November 2013
CIGNA Healthcare February 2008 - March 2012
Bank of America August 2005 - February 2008
Skills
Marketing Communications, Marketing, Social Media Marketing, Email Marketing, Social Media, Marketing Strategy, Strategic Planning, Market Research, Account Management, Internal Communications, Corporate Communications, Integrated Marketing, Digital Marketing, Management
Education
Roger Williams University 2001 — 2005
BS, Marketing, Economics
Johnson & Johnson April 1991 - Present
Johnson & Johnson March 2004 - May 2008
Johnson & Johnson January 2003 - March 2004
Johnson & Johnson February 2002 - December 2002
Johnson & Johnson November 1999 - February 2002
Johnson & Johnson July 1991 - November 1999
Bank of America June 1989 - April 1991
Skills
Sales Effectiveness, Marketing Strategy, Team Building, Sales Operations, Hospital Sales, Sales, Cross-functional Team..., Performance Management, Negotiation, Team Leadership, Business Development, Leadership, Cardiology, OB/GYN, Customer Insight, Brand Management, Process Improvement, Dermatology, Account Management, Psychiatry, Sales Management, Product Management, Analytics, Biotechnology, Innovation, Organization, Problem Solving, Strategic Planning, Recruiting, Sales Force Development, New Business Development, Management
Education
Rollins College - Crummer Graduate School of Business 1984 — 1986
MBA, Finance
University of Florida 1980 — 1984
BSBA, Business
CFE Federal Credit Union January 2012 - Present
Bank of America June 2007 - December 2011
Oscar's Waterfront Bar and Grill December 2005 - May 2007
TeleTech May 2005 - December 2005
Skills
Hiring, Customer Service, Outlook, Customer Satisfaction, Data Entry, Budgets, Human Resources, Leadership, Payroll, Management, Performance Management, Interviews, Process Improvement, CRM, Training
Education
Rollins College 2011 — 2011
Human Resources Management
University of Central Florida 2006 — 2009
Bachelors, Interpersonal and Organizational Communication
Seminole State College 2003 — 2006
Associate of Arts, Business and Marketing
American Arbitration Association March 2007 - December 2008
Bank of America October 2005 - January 2007
AT & T March 1993 - October 2004
Law Office of Kristin K. Barkett August 2003 - November 2003
A T & T National Relay Center February 1996 - January 1999
Office of the Public Defender September 1998 - December 1998
WNAC-TV 1984 - 1988
Skills
Coaching, Banking, Litigation Support, Westlaw, Legal Writing, Legal Research, Legal Assistance, Data Entry, Training, Conflict Resolution, Microsoft Office, Outlook, Document Review, Databases, Troubleshooting, Customer Retention
Education
Roger Williams University 1996 — 2003
Bachelor of Science, Paralegal Studies
University of Rhode Island 1978 — 1983
Psychology & Sociology
Cranston High School West 1975 — 1978
Diploma, College Preparatory
Freelance software and database engineer April 2011 - Present
Fellowship Health Resources September 2011 - April 2012
Anvil International March 2011 - September 2011
Citigroup August 2009 - December 2010
Bank of America June 2007 - April 2010
Investors Bank and Trust 2005 - 2007
Datapoint Corporation 1977 - 1980
Skills
Programming, vb.net, C#, Databases, VB.NET, Oracle, Microsoft SQL Server, SSIS, SQL, ASP.NET, T-SQL, Visual Basic, AJAX, Access, VBA, SDLC, Scrum, ASP
Education
Roger Williams University 1980 — 1985
Bachelor of Science, Computer Science
Community College of RI 1978 — 1980
Associate in Science, Computer Science
Cornerstone OnDemand August 2015 - Present
Caliber Talent Solutions January 2015 - August 2015
CSX Transportation January 2012 - October 2014
CSX Transportation May 2010 - January 2012
Bank of America July 2000 - June 2010
Bank of America May 2007 - February 2008
Bank of America August 2002 - February 2008
Bank of America October 1998 - August 2000
Learning Pathways June 1997 - October 1998
Performance Insights June 1994 - September 1998
Skills
Organizational Behavior, Performance Management, Succession Planning, Organizational..., Leadership Development, Talent Acquisition, Talent Management, Employee Engagement, Workforce Planning, Organizational..., Onboarding, Career Development, Executive Coaching, HR Consulting, Organizational Design, Change Management, Human Resources, Leadership, Personnel Management, Consulting, Analysis, Training, Recruiting, Management Development, Program Management, Interviews, HR Transformation, Management, Strategy, College Recruiting, Hiring, Applicant Tracking..., Temporary Placement, Process Improvement
Education
University of Florida 1988 — 1993
Ph.D., Business Administration, Organizational Behavior and Human Resource Management
Rollins College 1984 — 1988
B.A., Psychology, Magna Cum Laude
Boeing September 2009 - Present
Boeing July 2005 - September 2009
National Leisure Group November 2003 - December 2003
Accountemps June 2002 - December 2003
Rollins College June 2003 - August 2003
Bowdoin Construction June 2003 - August 2003
Concord Hillside June 2002 - August 2002
Fleet Bank June 2000 - August 2001
Bank of America June 2000 - August 2001
Skills
Java, C++, ClearCase, ClearQuest, Eclipse, Software Engineering, Object Oriented Design, C, Programming, XML, Requirements Analysis, Unix, Windows, Linux, Systems Engineering, Software Design, Embedded Software, Telelogic DOORS, Software Development, UML
Education
Rollins College 2001 — 2005
BA with Honors
Acton-Boxboro Regional High School 1997 — 2001
CBIZ July 2006 - Present
Bank of America January 2005 - June 2006
Charles Schwab January 1999 - December 2004
Charles Schwab January 1997 - December 1998
Standard Bank July 1996 - December 1996
Olde June 1994 - June 1996
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Asset Allocation, Trading, Strategy
Education
Rollins College - Crummer Graduate School of Business 1998 — 2001
Master of Business Administration (M.B.A.)
University of Michigan 1990 — 1994
Bachelors, Economics
Fraser High
Citi February 2012 - Present
Bank of America January 2010 - January 2012
Skills
Credit Analysis, Residential Mortgages, Short Sales, VA loans, Loan Origination, FHA, Foreclosures, First Time Home Buyers, Loans, Real Estate, USDA, Investment Properties, Investments, Real Estate Transactions, Mortgage Lending, FHA financing, Credit, Mortgage Banking, Underwriting, Financial Analysis, Banking, Time Management, Mortgage Marketing, Refinance, Marketing, Construction Loans, Mortgage Underwriting
Education
Rollins College 1984 — 1988
Wells Fargo Bank July 2006 - Present
Bank of America August 2002 - July 2006
Ford Motor Credit Company January 1995 - August 2002
Primus Financial Services 1995 - 2002
Skills
Talent Acquisition, Sales Management, Loans, Operations Management, Marketing, Leadership, Credit Analysis, Customer Satisfaction, Portfolio Management, Banking, Profit, Product Development, Marketing Strategy, Commercial Lending, Account Management, Strategy, Project Management, Management, Relationship Management, Strategic Planning, Automotive, Product Management, Coaching, Business Development, Cross-functional Team..., Brand Management, New Business Development, Marketing Management, Mergers, Credit, Team Building, Sales, Underwriting, Business Planning, Process Improvement, Risk Management, Change Management, Executive Management, Financial Analysis, Customer Service, Consumer Lending, Credit Risk, Negotiation
Education
Rockhurst University 1979 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America January 2006 - Present
Education
Rollins College - Crummer Graduate School of Business 2000 — 2002
MBA, Finance
WinnCompanies May 2013 - Present
Dorcas Place Adult and Family Learning Center March 2012 - Present
Dorcas International Institute of RI March 2012 - Present
Roger Williams University September 2011 - Present
Bank of America August 2008 - July 2010
Caritas Christi Hospitals January 2009 - December 2009
Ann Taylor November 2007 - July 2008
Bank of America June 2006 - November 2007
Skills
Payroll, Event Planning, Public Speaking, Credit, Strategic Planning, Fundraising, Teaching, Grant Writing, Community Outreach, Spanish
Education
Roger Williams University 2008 — 2012
Master of Public Administration Certificate, Healthcare Administration and Public Management
University of Rhode Island - College of Business Administration 1997 — 2002
Bachelor of Science (B.S.), International Business
Classical
Bank of America May 2015 - Present
AT&T Mobility September 2007 - April 2015
Whirlpool/Marketstar July 2012 - March 2014
RadioShack August 1998 - April 2007
Skills
Customer Service, Coaching, Sales, Process Scheduler, Training, Delegation, Performance Appraisal, Observation, Sales Management, Account Management, Team Building, Customer Satisfaction, Sales Operations, Customer Retention, Microsoft Office, Direct Sales, Merchandising, B2B, Manage Client..., Leadership, Retail, Lead Generation, Sales Process, Solution Selling
Education
Roger Williams University 2001 — 2006
Bachelors of Arts, Anthropology & Sociology
H.B. Plant High School June 2010 - Present
Bank of America 1983 - 1998
NationsBank 1983 - 1998
Skills
Human Resources, Personnel Management, Strategic Planning, Team Building, Sales, Leadership Development, Business Development, Coaching, Process Improvement, Leadership, Strategy, Recruiting, Public Speaking, Management, Program Management, Team Leadership, Budgets
Education
Rollins College - Crummer Graduate School of Business 1981 — 1983
MBA, Human Resources, Finance
Wittenberg University 1977 — 1981
Business Administration and Management, General
Mitsui & Co. Precious Metals Inc. August 2015 - Present
The Princeton Review 1996 - Present
Citi December 2014 - March 2015
JPMorgan Chase February 2014 - October 2014
BNP Paribas December 2012 - December 2013
Regulatory Compliance, LLC July 2011 - June 2012
Madison-Davis January 2010 - July 2010
U.S. Department of Commerce December 2009 - February 2010
U.S. Department of Commerce April 2009 - June 2009
Bank of America January 2006 - February 2009
Skills
AML, FINRA, Financial Services, Internal Audit, Software Documentation, Securities, Series 7, Risk Management, Capital Markets, Banking, Financial Risk, Hedge Funds, Equities, Auditing, Investments, Fixed Income, Wealth Management, Leadership, Mutual Funds, Process Improvement, Finance, Trading, Due Diligence, Program Management, Management Consulting, Management, Training, Accounting, Analysis, Internal Controls, Managerial Finance, Financial Analysis, Alternative Investments, Policy, Portfolio Management, Asset Management, Anti Money Laundering
Education
University at Albany, SUNY 1987 — 1989
B.A., English
Rockland Community College 1985 — 1987
A.A.S., Business Administration
WellCare Health Plans May 2014 - Present
WellCare Health Plans March 2014 - Present
Global TPA/ Freedom Health January 2013 - Present
ASIS International 1983 - Present
HealthSouth Corporation February 2007 - March 2012
Compass Banks September 2000 - November 2006
Bank of America February 1997 - August 2000
Barnett Banks, Inc 1989 - February 1997
Southeast Toyota Distributors, Inc. July 1983 - July 1989
Orange County Sheriff's Office February 1970 - September 1983
Skills
Fraud, Investigations, Fraud Prevention, Security, Risk, Interviewing, Risk Management, Fraud Detection, Compliance management, IT Security, Disaster Recovery, Program Management, Private Investigations, Information Security, Financial Risk, Physical Security, Internal Investigations, Risk Assessment, Compliance, Executive Protection, Investigation, Access Control, Asset Protection, Background Checks, Business Continuity, CCTV, Certified Fraud Examiner, Close Protection, Computer Forensics, Corporate Governance, Corporate Security, Counterterrorism, Crime Prevention, Criminal Investigations, Criminal Justice, Crisis Management, Emergency Management, Enforcement, Evidence, Firearms, Homeland Security, Information Security..., Intelligence, Intelligence Analysis, Interrogation, Interviews, Law Enforcement..., Loss Prevention, National Security, Personal Protection
Education
Webster University 1996 — 1998
Master of Science Degree, Security
Webster University 1995 — 1997
M.S. Degree, Security Management
Rollins College - Crummer Graduate School of Business 1972 — 1979
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Rollins College
B.S. Degree, Criminal Justice
Community & Southern Bank March 2014 - Present
Bank of America December 2006 - March 2014
Risk Management Associaiton 2009 - 2010
ALPFA Atlanta 2008 - 2010
EverBank August 2005 - November 2006
SunTrust Bank January 2005 - August 2005
SouthTrust Bank February 2004 - January 2005
Wachovia Bank October 2002 - February 2004
AutoNation, Inc. April 2000 - November 2001
Skills
Accounting, Debt, Loans, Financial Analysis, Portfolio Management, Banking, Credit, Financial Modeling, Credit Analysis, Cash Management, Commercial Lending
Education
University of Connecticut 2007 — 2009
Masters of Science, Accounting
Rollins College 1997 — 1998
MBA, Finance and Operations Management (Dual concentration)
University of Florida - Warrington College Of Business 1991 — 1995
Bachelor of Business Administration (B.B.A.), Business
Beacon Mutual Insurance February 2012 - Present
Tuition Management Systems May 2007 - February 2012
Bank of America June 2001 - May 2007
Ceridian April 2000 - June 2001
Fortress - Fine Arts Express August 1999 - April 2000
Textron Financial September 1990 - August 1999
Bank of New England September 1987 - September 1990
Skills
PowerBuilder, SQL Server, .NET, MySQL, J2EE, Sybase, Flex, Java, Eclipse, XML, JavaScript, SQL, C#, ASP, HTML, JSP, C, Microsoft SQL Server, Agile Methodologies, Visual Studio, Software Development, Visual Basic, ASP.NET, Scrum, Web Services
Education
Roger Williams University 1984 — 1987
BS, Math/Computer Science
Bristol High School
Bristol High School
Movement Mortgage, LLC May 2014 - Present
ITWORKS MARKETING October 2013 - Present
TZI LLC January 2010 - Present
Wells Fargo Home Mortgage December 2012 - April 2014
Bank of America April 2012 - December 2012
Wyndham Capital Mortgage August 2011 - April 2012
RoundPoint Financial Group November 2010 - July 2011
Residential Mortgage Center May 2006 - 2010
Sunrise South Mortgage May 2004 - April 2006
Richard Tocado Companies April 2001 - April 2004
Skills
Refinance, Mortgage Lending, Loans, USDA, Loan Origination, Mortgage Banking, Investment Properties, First Time Home Buyers, Real Estate, Credit, REO, Underwriting, Residential Mortgages, Banking, Customer Service, Mortgage Servicing, Referrals, Home Equity Loans, Investors, Finance, Sales, Mortgage Underwriting, Communication Skills, Sellers, Title Insurance, Credit Analysis, Funding, Loss Mitigation, Government Loans, Construction Loans, Real Estate Financing, Management, HUD, Leadership, Insurance, Consumer Lending
Education
Rockland Community College 1990 — 1994
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
HD Supply White Cap Construction Supply January 2013 - Present
Citibank March 2012 - January 2013
Bank of America February 2011 - February 2012
Mortgage Access Corporation June 2009 - January 2011
Omega Home Funding June 2004 - June 2009
Guaranteed Home Mortgage Company June 2003 - June 2004
Allied Builders of The Hudson Valley June 1992 - June 2004
Allied Appraisers and Inspectors June 1992 - June 2004
The Mortgage Bankers June 2001 - June 2003
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Refinance, Loans, VA loans, Construction Loans, Commercial Mortgages, Commercial Lending, Investment Properties, Banking
Education
Stony Brook University 1990 — 1992
BA, Psychology
Rockland Community College 1988 — 1990
AA, Liberal Arts
Bank of America April 2006 - May 2010
State Street Bank April 2004 - April 2006
Deutsche Asset Management September 2001 - April 2004
Pioneer Investment Management November 1999 - September 2001
Skills
Management, Accounting, Financial Analysis, Banking, Investments, Portfolio Management, Financial Reporting, Mutual Funds, Analysis
Education
Roger Williams University 1995 — 1999
Bachelor or Science, Accounting
Galway Junior Senior High School
U.S. Trust September 2014 - Present
Bank of America October 2005 - Present
Bank of America January 2013 - September 2014
Bank of America July 2011 - January 2013
Bank of America August 2009 - July 2011
Bank of America June 2007 - August 2009
Bank of America October 2005 - June 2007
Skills
Banking, Wealth Management, Financial Services, Customer Service, Retail Banking, Risk Management, Relationship Management, Microsoft Office, Investments, Finance
Education
Rhode Island College 2008 — 2012
Bachelor of Science (BS), Finance
Roger Williams University 2002 — 2005
n/a, Visual Arts Studies, Primary Focus in Photography
Lincoln School 1993 — 2002
High School Diploma, Art Photo Focus JuniorSsenior Year
Wells Fargo July 2010 - Present
SunTrust Bank January 2003 - July 2010
SunTrust Bank February 2002 - January 2003
Bank of America March 2000 - February 2002
Bank of America August 1997 - March 2000
Skills
Asset Management, Estate Planning, Portfolio Management, Investment Strategies, High Net Worth..., Asset Allocation, Wealth Management, Investments, Equities, Risk Management, Investment Management, Financial Advisory, Asset Managment, Commercial Banking, Commercial Lending, CRM, Wealth, Strategic Financial...
Education
Rollins College - Crummer Graduate School of Business 2000 — 2002
MBA, Finance
Rutgers University-New Brunswick 1987 — 1989
BA, Economics
Digital Globe Services June 2013 - January 2015
The Walt Disney Company January 2012 - June 2013
The Walt Disney Company February 2011 - January 2012
The Walt Disney Company January 2006 - February 2011
Bank of America January 2004 - January 2006
The Walt Disney Company January 2002 - January 2004
Skills
Cross-functional Team..., Relationship Management, Team Building, Strategies, Marketing Strategy, Digital Marketing, Integrated Marketing, Return on Investment, Direct Marketing, Strategic Planning, Analytics, Email Marketing, Competitive Analysis, CRM, Project Management, Marketing, Strategy, Market Research, SEO, Segmentation, Leadership, Management, Multi-channel Marketing, Creative Direction, Public Relations, New Media, Brand Management, Marketing Management, Lead Generation, Sales, Online Advertising, International Marketing, Strategic Partnerships, Mobile Marketing, Marketing Communications, Digital Strategy, Brand Development, Interactive Marketing, Online Marketing, Social Media Marketing, Business Development, Advertising, Digital Media, Content Strategy, Social Media, Event Management
Education
Rollins College 2003 — 2004
Graduate, Business Management
Universidad Iberoamericana, Ciudad de México 1995 — 1999
Bachelor's Degree, International Relations, Graduated Magna Cum Laude
CVS Caremark Corporation September 2011 - October 2012
Sovereign Bank December 2010 - September 2011
Bank of America August 2009 - November 2010
Shechtman, Halperin and Savage, LLP August 2008 - August 2009
Penn Credit Corporation March 2008 - August 2008
Skills
Bankruptcy, Legal Research, Legal Writing, Litigation, Westlaw, Document Review, Microsoft Excel, Outlook, Commercial Litigation, Corporate Law, Courts, Civil Litigation
Education
Roger Williams University
Bachelor of Applied Science (B.A.Sc.), Pre-Law Studies
Digital Risk January 2013 - Present
Real Estate Mortgage Network July 2012 - January 2013
Digital Risk, LLC May 2009 - July 2012
Bank of America September 2004 - May 2009
Mortgage Funding Direct April 2003 - September 2004
Attorneys' Mortgage Services October 2001 - April 2003
SunTrust Bank March 2001 - October 2001
CTX Mortgage August 1998 - March 2001
Dellwood Mortgage January 1997 - August 1998
Skills
Loans, Mortgage Banking, Mortgage Lending, VA, Refinance, Underwriting, Loan Origination, Real Estate Economics, Foreclosures, First Time Home Buyers, Real Estate, Residential Mortgages, Investment Properties, Residential Homes, FHA, Credit Analysis, Mortgage Underwriting, Real Estate Transactions, Short Sales, Condos, Investors, VA loans, Referrals, Selling, FHA financing, USDA
Education
Utica College 2012 — 2014
Master of Business Administration (MBA), Economic Crime and Fraud Management
Rollins College 1997 — 1999
BA, Economics
bank of america May 2006 - Present
bank of america October 2004 - May 2006
Skills
Word, PowerPoint, Customer Service, Excel, Supervisory Skills, Time Management, Bilingual
Education
Roger Williams University 2002 — 2004
B.S., Criminal Justice/Political Science
Victoria's Secret June 2015 - Present
Victorias Secret Stores December 2011 - Present
Bank of America November 2006 - November 2011
Gap Inc. August 2002 - October 2006
gap inc 1999 - 2006
Skills
Retail, Sales Management, Profit, Banking, Sales, Customer Experience, Forecasting, Business Analysis, Financial Analysis, Customer Service, Merchandising, Credit, Management, Marketing, Cash Management, Payroll, Business Planning, Customer Satisfaction, Time Management, Analysis, Loss Prevention, Visual Merchandising
Education
Rollins College 2002 — 2005
Bachelors Degree, Economics
Liberty International Underwriters February 2010 - Present
Bank of America May 1992 - February 2009
FleetBoston Financial Group 1992 - 2004
RECOLL Managment 1992 - 1995
Johnson Gillette Real Estate June 1985 - May 1992
Cardi Corporation April 1979 - June 1985
Skills
Change Management, Process Improvement, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Business Process..., Program Management, Project Management, Six Sigma, SDLC, Business Intelligence, Requirements Analysis, Project Planning, Integration, Management, Outsourcing, Contract Negotiation, Business Process, Project Portfolio..., PMO, IT Strategy, Requirements Gathering, Visio, PMP
Education
Roger Williams University 1975 — 1978
BA Civil Engineering / AS Architecture, Civil Engineering / Architecture
The Biomat Store, LLC March 2007 - Present
Dexter's Deli Healthy Foods for Pets February 2008 - July 2013
Cannibal Surfboard Co. February 2003 - November 2007
Bank of America September 1999 - November 2002
Skills
Wellness, Holistic Health, Marketing, Pain Management, Public Speaking, Mental Health, Social Media, Microsoft Office
Education
Rollins College 1999 — 2001
Humanities, Writing
Bank of America Vice President/Group ManagerBank of America Merrill LynchJuly 2009 - Present
Bank of America May 1996 - Present
bank of america 1996 - 2009
Bank of America January 2003 - August 2006
Skills
Commercial Lending, Loans, Credit, Investments, Series 63
Education
Roger Williams University School of Law 1993 — 1997
Juris Doctorate, Law
The Ohio State University 1988 — 1990
Master of Arts (ABT), Organizational Communication
Stonehill College 1984 — 1988
Bachelor of Arts, Communication; Psychology
Ally Financial Inc. November 2013 - Present
Ally Financial Inc. July 2010 - Present
GMAC Financial Services March 2009 - July 2010
Bank of America 2007 - 2008
Skills
Basel II, Risk Management, Credit Risk, Portfolio Management, Program Management, Business Analysis, Financial Risk, Banking, Change Management, Process Improvement, PMO, Project Management, Project Portfolio..., Data Governance, Six Sigma, Vendor Management, Requirements Gathering, Business Process..., Requirements Analysis, Business Intelligence, Business Transformation, Governance, SDLC
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Rollins College 1985 — 1989
Honors, Math
First Citizens Bank April 2007 - December 2008
Bank of America March 2006 - March 2007
Federal Savings Bank April 1995 - March 2006
Education
Rollins College - Crummer Graduate School of Business 1969 — 1971
MBA, Finance
Rollins College 1966 — 1970
BA, Economics
Bank of America May 2015 - Present
Bank of America February 2013 - Present
Bank of America March 2011 - February 2013
Bank of America October 2001 - March 2011
Bank of America July 1994 - October 2001
The Travelers Insurance Company (CitiGroup) 1989 - July 1994
Traveler's Insurance Companies 1989 - 1994
Skills
SDLC, Process Improvement, Integration, Project Management, Six Sigma, Data Center, Loans, Leadership, Risk Management
Education
Roger Williams University 1985 — 1989
B.S, Computer Information Systems
MetLife March 2013 - Present
MetLife July 1990 - Present
HypoVereinsbank - UniCredit Bank AG 1987 - 1990
Bank of America 1985 - 1987
Skills
Wealth Management, Investment Strategies, Securities, Strategic Planning, Financial Services, Management, Social Media, Social Media Marketing, Marketing Strategy, Investments, Negotiation, Entrepreneurship
Education
Rollins College 1975 — 1981
Master of Business Administration (MBA), Finance and Marketing
McDonogh School 1972 — 1974
High School Diploma
Wells Fargo October 2014 - Present
Monaghan Group, PLLC November 2005 - October 2014
The Crosland Group June 2004 - October 2005
Crescent Resources June 1998 - August 2000
Bank of America 1997 - 1998
Deloitte & Touche 1995 - 1997
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Variance Analysis, QuickBooks, Hyperion Enterprise, Cost Accounting, CPA, Budgets, PeopleSoft, SAP, Internal Controls, SEC filings, Microsoft Excel, GAAP, Financial Accounting, Sarbanes-Oxley Act, General Ledger, FERC Reporting, Oracle, US GAAP, Hyperion, SEC Filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1995
Master's, Accounting
Rollins College 1988 — 1992
Bachelor's, Economics
The Westminster Schools 1982 — 1988
Wheeled Coach Industries May 2014 - Present
GardaWorld. September 2013 - April 2014
GardaWorld Cash Services October 2012 - August 2013
The Walt Disney Company August 2010 - September 2012
Bank of America October 2005 - December 2009
Bank of America November 1998 - August 2005
Bank of America a/k/a Barnett Bank June 1991 - November 1998
Skills
Budgets, Business Development, CRM, Credit, Customer Service, Finance, Forecasting, Human Resources, Integration, Leadership, Loans, Management, Mergers & Acquisitions, Microsoft Excel, Process Improvement, Project Management, Retail Banking, Sales Management, Six Sigma, Team Management, Banking, Change Management, Operations Management, Team Building, Visio, Strategic Planning, Business Process..., Coaching, Cross-functional Team..., Risk Management, Business Process, Team Leadership, Operational Risk..., Portfolio Management
Education
Valencia College 1989 — 1991
AA, Business Administration
Rollins College
Organizational Leadership
University of Central Florida
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Net Natives August 2015 - Present
StudentUniverse July 2014 - July 2015
The OCA Group August 2013 - June 2014
EF Education First January 2008 - December 2012
The CIT Group/ Home Lending Division April 2004 - September 2007
Bank of America January 2001 - January 2003
Skills
Spanish-speaking, French speaking, Brazilian Portuguese, Italian speaking, German speaking, Salesforce.com, Microsoft Office Suites, Sales Presentations, Trade Shows, Business Travel, New Business Development, Supplier Negotiation, B2B, French, Leadership, Microsoft Office, Business Development, Account Management, Event Planning, Customer Service, Management, Sales
Education
Rollins College 1996 — 2000
Bachelor of Arts degree, French; International Business
Bank of America August 2015 - Present
Berkshire Hathaway HomeServices California Properties June 2013 - August 2015
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Mortgage Industry, Home Equity, Home Equity Loans, Mortgage Servicing, Home Equity Lines of..., Mortgage Marketing, Refinance, Jumbos, VA Loans, FHA, FHA Financing, Non-Conforming, Super Jumbo, Advertising, Marketing, Real Estate Transactions, Real Estate, Investment Properties, Listings, Residential Homes, Sellers, Buyers, Single Family Homes, Real Estate Economics, Condos, Public Relations, Research, Social Media, Social Media Marketing, PowerPoint, Sales, Market Research, Microsoft Office, SAP, Event Management, Microsoft Excel, Financial Analysis, Online Advertising, Public Speaking, Strategic Planning, Market Planning
Education
Rollins College 2008 — 2012
B.A., Economics
Lorenzo de Medici, The Italian International Institute 2010 — 2010
Study Abroad, Economics
Portsmouth Abbey School 2004 — 2008
High School
Harvard Maintenance May 2014 - Present
Quality Building Services (QBS) & Quality Protection Services (QPS) October 2012 - May 2014
NYC Board of Education February 2011 - June 2013
Bank of America October 2007 - July 2010
Skills
Microsoft Word, Research, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Budgets, Customer Satisfaction, Outlook, Training, Leadership, Account Management, Sales Management, Negotiation
Education
Rockland Community College 1997 — 1999
Associate of Arts and Sciences (AAS), Hospitality and Tourism
Morgan Stanley June 2015 - Present
Yale School of Management August 2014 - Present
Ernst & Young February 2011 - July 2014
Bank of America September 2009 - February 2011
Skills
Commercial Banking, Credit Analysis, Banking, Credit, Credit Risk, Commercial Lending, Asset Based Lending, Underwriting, Middle Market
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Rollins College 2005 — 2009
Bachelor of Arts (BA), Economics
United Way of Rhode Island April 2013 - Present
Columbus Credit Union August 2009 - October 2012
BankRI February 2007 - August 2009
Bank of America December 2000 - February 2006
Macy's September 1988 - December 2000
Skills
My area of expertise is..., Development & Leadership, Training, Customer Service, Nonprofits, Fundraising, Management, Community Outreach, Public Relations, Banking, Team Building, Leadership, Strategic Planning, Credit, Sales Management, Public Speaking, Marketing, CRM, Social Media, Fluency in Portuguese, Business Development, Sales, Social Networking, Human Resources, Small Business, Advertising, Interviews, Time Management, Leadership Development, Organizational..., Event Planning, Event Management, Coaching, Team Leadership
Education
Roger Williams University 2010 — 2015
Master of Science, Organizational Leadership
Lesley University 2006 — 2008
Bachelor of Science, Psychology/Human Development
Capital One December 2011 - Present
Bank of America December 2006 - January 2011
Skills
Six Sigma, Continuous Improvement, Risk Management, Project Management, Process Management, Analytics, Banking, Credit, Retail Banking, Process Improvement, Portfolio Management, Financial Services, Relationship Management, Loans, Credit Cards, Credit Risk, Business Process..., Customer Experience, Financial Risk, Change Management, Analysis, Strategy, Business Analysis, Program Management, Customer Service, Management, Leadership
Education
Rollins College 2011 — 2012
B.A., International Affairs, Business Administration
Rollins College
Bachelor of Arts (B.A.), International Relations and Affairs
Silver Fox Capital June 2010 - Present
Greenwich Life Settlements September 2007 - December 2008
Bank of America January 2002 - June 2007
Skills
Equity Trading, Oil/Gas, Futures Trading, Finance, Investments, Equities, Trading, Fixed Income, Bloomberg, Private Equity, Capital Markets, Valuation
Education
Rollins College 1997 — 2001
Bachelors of Arts, International Business
Occupations Unlimited May 2006 - February 2010
Bank of America June 2004 - May 2006
Education
ComputerEd
Computers, Computers
Grant Associates
Certified Customer Service Rep, Customer Service
Roger Williams University
Liberal Arts
King Philip Regional High School (Wrentham, MA) September 2011 - Present
King Philip Regional School District September 2011 - May 2013
King Philip Regional High School (Wrentham, MA) October 2009 - June 2011
Middlesex Savings Bank August 1989 - 1995
Bank of America 1988 - 1989
Skills
Budgets
Education
Roger Williams University 1984 — 1988
B.S., Business
Mamaroneck High School 1980 — 1984
Mamaroneck High School
Pacific Trust Deed Servicing Co., Inc. September 2005 - Present
Cherie's River Rendezvous January 2005 - Present
Cherie's River Rendezvous January 2005 - Present
Bank of America February 1994 - June 2001
Skills
Weddings, Customer Service, Microsoft Office, Event Planning, Social Media, Public Speaking, Management, Marketing, Strategic Planning, Microsoft Excel
Education
Rogue Community College 1994 — 1997
Associate of Arts (A.A.), Elementary Education and Teaching
Bank of America August 2009 - February 2012
Citizens Bank December 2002 - February 2008
Education
Roger Williams University
Business Administration / Accounting
City National Bank and Trust March 2012 - Present
Bank of America June 2008 - February 2012
Kelly Services March 2008 - June 2008
collegiate catering August 2003 - February 2006
Skills
MS Word Excel ..., Painting, Drafting,..., 10 Key ..., Data Entry, Sales, Retail, Filing, Fax, Auditing, Loans, Consumer Lending, Credit, Banking, Retail Banking, Commercial Banking, Small Business Lending, Cross Selling, quick books
Education
Rogers State University 2009 — 2011
fine arts, senior
Tulsa Community College 2006 — 2008
associate of arts, liberal arts
Rockingham Community College December 2005 - Present
Pinnacle Corporate Services 1996 - 2005
Bank of America 1989 - 1996
Skills
HTML, Windows 7, Hardware, Access, XP, Windows, Database Administration, Computer Hardware, Microsoft Office, Unix, Microsoft Word, Teaching
Education
University of North Carolina at Greensboro 1985 — 1987
Bachelor of Science (BS), Accounting
Rockingham Community College
Bank of America April 2008 - Present
Bank of America August 2007 - April 2008
Bank of America September 2006 - August 2007
Bank of America August 2005 - September 2006
Digital Federal Credit Union 2001 - 2005
Skills
Small Business Lending, Consumer Lending, Mortgage Lending, Coaching, Retail Banking, Banking, Branch Management, Cross Selling, Credit Cards, Risk Management, Relationship Management, Cash Management, Sales, Team Building, Deposits, Sales Management, Customer Service, Branch Banking, Operational Risk, Loan Origination, Loans
Education
Roger Williams University 2001 — 2005
Bachelor of Science, Business Management
Saint John's High School - Shrewsbury 1997 — 2001
Gilbane Building Company February 2013 - Present
Bank of America July 2005 - April 2012
Bank of America 2005 - 2012
FirstFed/WEBSTER BANK February 1998 - July 2005
FirstFed January 1998 - July 2005
Firstfed/Webster Bank January 2000 - January 2005
FIRSTFED January 1998 - January 2000
Skills
Mortgage Banking, Accounts Payable, Metrics Reporting, GL, Supervising, Consumer Lending
Education
Roger Williams University 1993 — 2000
BS, Management
Roger Williams University 1993 — 2000
BS, Accounting
DARTON GROUP Consulting August 2015 - Present
Genesis10 June 2014 - July 2015
TrueBridge Resources, A North Highland Company June 2013 - April 2014
BD Consulting Group March 2013 - June 2013
Caymus Consulting Group January 2012 - January 2013
Bank of America January 2009 - December 2011
Bank of America August 2007 - December 2008
Bank of America November 2006 - July 2007
Bank of America July 2005 - November 2006
Bank of America November 2003 - July 2005
Skills
Program Management, Risk Management, Strategic Planning, Business Strategy, Communication, Change Management, Mortgage Banking, Credit Cards, Debit Cards, Credit Risk, Banking, Cross-functional Team..., Vendor Management, Strategy, Six Sigma, PMO, Leadership, Executive Management, Process Improvement, Management, IT Strategy, Credit, Relationship Management, Business Process..., Business Analysis
Education
Rockhurst University 1971 — 1975
Bachelor of Science (BS), Business Administration and Management, General
Bank of America July 2013 - Present
Bank of America November 2011 - June 2013
Skills
Retail Banking, Cross Selling, Credit Cards, Cash Management, Risk Management, Branch Banking, Coaching, Customer Service, Employee Training, Staff Management, Supervision, Leadership
Education
Rollins College 2009 — 2011
Bachelor of Arts (B.A.), Psychology
Universidad de La Sabana
Bank of America 2005 - 2012
Bank of America 2005 - 2012
Education
Roger Williams University
Public Administration
Bank of America
Skills
Banking
Education
Rollins College
Bachelor's degree, Economics
Bank of America November 2005 - Present
CVS Pharmacy September 2000 - November 2005
Skills
Customer Service, Leadership, Sales, Banking, Retail Banking, Credit, Financial Services, Team Leadership, Management, Microsoft Office, Outlook
Education
Cultural Advantage.org Portuguese Medical Interpreter 2013 — 2014
Certified Portuguese Medical Interpreter
Roger Williams University 2001 — 2005
Bachelor's degree, Political Science and Government