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
U.S. Trust October 2014 - Present
Merrill Lynch August 2014 - October 2014
Merrill Lynch November 2012 - 2014
EDWARD JONES INVESTMENTS April 2010 - November 2012
Bank of America October 2008 - April 2010
Citibank 2006 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Life Insurance, Retirement, Fixed Annuities, Insurance, Long-term Care, Financial Goals, 401k Rollovers, IRAs, College Savings Plans, Roth IRA, Wealth Accumulation, Tax Free Income, Strategic Financial..., Investment Strategies, Asset Allocation, Investment Advisory, Bonds, Financial Planners, 529 Plans, Securities, Equities, 401k, series 66, Yacht financing, Aviation financing, Commercial real estate..., 1031 Exchanges, Construction Loans, Trust Services
Education
University of San Diego
BA, Liberal Arts; English & Literature
San Diego State University-California State University
Executive Financial Planning Program
RINA Accountancy Corporation June 2006 - Present
Armstrong, Bagnasco & Associates LLP 1998 - 2004
Brobeck, Phleger & Harrison 1996 - 1998
Bank of America 1993 - 1996
Education
San Diego State University-California State University
Bachelor of Science, Accounting
Bank of America August 2015 - Present
Bank of America February 2013 - May 2014
Bank of America March 2011 - February 2013
Bank of America August 2010 - March 2011
Skills
Banking, Credit, Customer Service, Loans, Risk Management, Financial Analysis, Microsoft Office, Retail Banking, Management, Finance, Loan Origination
Education
San Diego State University-California State University 2006 — 2010
Bachelors Degree, International Business
Wells Fargo Merchant Services Group May 2010 - Present
Bank of America May 2008 - May 2009
Wells Fargo Home Mortgage July 2007 - October 2008
Wells Fargo Home Mortgage June 2003 - July 2007
Wells Fargo July 1999 - June 2003
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Consumer Lending, Small Business Lending, Loan Origination, Banking, Relationship Management, Cross Selling, Management, Sales, Customer Service, Portfolio Management, Retail Banking, Leadership
Education
San Diego State University-California State University 2000 — 2003
Bachelor's Degree, Business Communications
CG CREATIVE March 2015 - Present
Ezami Media Group March 2012 - February 2015
AMN Healthcare April 2013 - August 2014
Bank Of America May 2009 - February 2012
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Marketing, Sales, SEO, Human Resources, Social Media Marketing, Project Management, Healthcare, Employee Training, Outlook, Recruiting, Leadership, Training, Team Building, Time Management, Invoicing, Software Documentation, Event Planning
Education
San Diego State University-California State University 2006 — 2011
Bachelor of Arts (B.A.), Economics
Bank Of America April 2008 - Present
Washington Mutual June 2003 - April 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, FHA, Residential Mortgages, Refinance, FHA financing, Certified Mortgage..., Credit, VA loans, Reverse Mortgages, Short Sales, Construction Loans, REO, Credit Analysis, Real Estate Transactions, Consumer Lending, Commercial Real Estate, Mortgage Underwriting, Investment Properties, Investors, Government Loans, Commercial Lending, Real Estate Financing
Education
San Diego State University-California State University 1989 — 1994
Bachelors, Economics
USO San Diego June 2014 - June 2015
Bank of America April 2010 - June 2014
LEAD San Diego May 2006 - April 2010
SD County Medical Society Foundation 2004 - 2006
American Red Cross 2002 - 2003
American Specialty Health 2001 - 2002
San Diego Regional Chamber of Commerce 1997 - 2001
Skills
Strategic Planning, Non-profits, Public Speaking, Fundraising, Marketing, Event Planning, Public Relations, Community Outreach, Marketing Communications, Strategy, Leadership, Team Building, Budgets, Marketing Strategy, Business Development, Program Management, New Business Development, Leadership Development, Mergers & Acquisitions, Management, Training, Nonprofits, Organizational..., Business Planning, Management Consulting, Sales, Strategic Partnerships, Change Management, Analysis, Market Research, Operations Management, Proposal Writing, Event Management, Financial Analysis, Social Media, Business Strategy, Executive Management, Start-ups, Entrepreneurship, Small Business, Contract Negotiation, Team Leadership, Coaching, Risk Management, Negotiation, Social Media Marketing, Online Marketing, Social Networking, Sales Management, Finance
Education
FBI Citizen's Academy
San Diego State University-California State University
BS, Business
Bank of America February 2012 - June 2014
Wells Fargo Home Mortgage 2011 - 2012
Skills
Mortgage Lending, Real Estate, FHA, Customer Service, Mortgage Underwriting, Loans, Refinance, Credit, VA loans, Residential Mortgages, Real Estate Economics, Consumer Lending, Government Loans, Credit Analysis, Real Estate Transactions, Funding, Cold Calling, Marketing, FHA financing
Education
San Diego State University-California State University 2006 — 2010
Bachelor's degree, Public Administration
Society Consulting December 2013 - Present
W.J. Bradley Mortgage Capital, LLC –The Legacy Group April 2013 - October 2013
The Legacy Group November 2012 - April 2013
Bank of America 1997 - 1999
Bank of America 1991 - 1997
Skills
Financial Services, Loans, Credit, Selling, Investments, Credit Cards, Customer Service, Mortgage Lending, Mutual Funds, Management, Sales
Education
Rockhurst University Online
San Diego State University-California State University 1987 — 1991
Bachelor of Arts in Social Science
WESCO Distribution November 2009 - Present
Del Monte Foods October 2008 - October 2009
Bank of America November 2005 - September 2008
Skills
Sales, Project Management, Banking, Relationship Mgmt, Data Analysis, Financial Analysis, Account Management, Strategic Planning, Finance, Training, Contract Negotiation, Marketing, Customer Satisfaction, Sales Management, Budgets, Analysis, Negotiation, Key Account Management, Cross-functional Team..., Strategy
Education
San Diego State University-California State University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Hudson & Marshall April 2014 - Present
Auction.com June 2013 - April 2014
Cityside Management Corporation August 2012 - June 2013
Bank of America February 2011 - August 2012
Bank of America October 2008 - February 2011
Allfirst Mortgage Corporation/Allfirst Real Estate, Inc. February 2004 - October 2008
Skills
Loss Mitigation, Loans, Mortgage Servicing, FHA, Title Insurance, Default, Mortgage Lending, Appraisals, Real Estate Transactions, Refinance, Foreclosures, HUD, REO, Property Management, Banking, Real Estate, Investment Properties, Credit, Single Family Homes, Residential Homes, Disposition, Asset Management, Property, Loan Origination, Loan Servicing, Residential Mortgages, Mortgage Banking, Real Estate Financing, Short Sales, Underwriting, Real Estate Economics, Loan Modifications, Investors, Mortgage Underwriting, Portfolio Management, Brokerage, First Time Home Buyers, Commercial Real Estate, Commercial Mortgages, Credit Analysis, Referrals, Funding, Due Diligence, Selling, USDA, VA loans, Real Estate Development, FHA financing, Construction Loans, Finance
Education
San Diego State University-California State University
Parkside Lending July 2015 - Present
Parkside Lending 2011 - Present
Bank of America Home Loans (formerly Countrywide) 2008 - 2010
Bank of America Home Loans 2006 - 2007
Bank of America Home Loans 2005 - 2006
Bank of America 1999 - 2005
Countrywide Home Loans November 1996 - November 1999
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Loans, Refinance, Residential Mortgages, Credit, Wholesale Lending, Underwriting, Mortgage Underwriting, Banking, Credit Analysis, First Time Home Buyers, Mortgage Servicing, Customer Satisfaction, Cross Selling, Sales, Residential Homes, REO, Real Estate, Real Estate Economics, Certified Mortgage..., Real Estate Financing, Funding, Investment Properties, Reverse Mortgages, Government Loans, Marketing, Commercial Mortgages, Home Equity Loans, Loan Servicing, Management, Consumer Lending, Mortgage Marketing, Financial Structuring, Cold Calling, Appraisals, Branch Management, Small Business Lending, Selling, Lines Of Credit, Investors, Rates, Investments, Short Sales, Referrals, Finance, Foreclosures, Home Equity Lines of..., Credit Risk
Education
San Diego State University-California State University 1985 — 1992
BS, Business Administration - Finance
San Ramon Valley High School 1980 — 1984
High School Diploma, General Education
First United Methodist Church San Diego January 1998 - Present
First United Methodist Church San Diego May 1988 - January 1998
First United Methodist Church San Diego January 1987 - June 1988
Bank of America July 1985 - October 1985
Skills
Windows 7, Computer Hardware, XP, Windows XP, Backup Solutions, Hardware, Windows, Networking, Microsoft Word, Microsoft Excel, Shelby Church..., Microsoft Office 2007, Microsoft Office 2000, LogMeIn, EMS Management, Antivirus
Education
San Diego State University-California State University 1982 — 1988
Mathematics and Computer Science
University of Minnesota-Twin Cities 1980 — 1981
Mathematics
Rochester Community College 1978 — 1980
Associate of Arts, Mathematics
John Marshall Senior High School 1975 — 1978
high school diploma, .
SMUD April 2015 - Present
Direct Technology August 2014 - Present
Hewlett-Packard May 2011 - August 2014
Bank of America January 2011 - September 2011
Woodstock's Pizza August 2007 - October 2010
San Juan Unified School District May 2007 - August 2007
Skills
Requirements Analysis, Requirements..., Critical Thinking, Scope Management, Usability Testing, Functional Testing, Change Requests, Quality Center, Requirements Gathering, SAS, Agile Methodologies, Business Objects, Resource Management, Testing, SDLC, Integration
Education
San Diego State University-California State University 2007 — 2010
Bachelor's, Mathematics
Bank of America September 2010 - Present
Bank of America October 2000 - Present
Bank of America November 2009 - September 2010
Bank of America October 2008 - November 2009
Skills
Banking, Credit, Outlook, Microsoft Excel, Administrative..., PowerPoint, 10 Key, Microsoft Word, Event Planning, Customer Service, Access, Data Entry, Office Administration
Education
San Diego State University-California State University 2006 — 2007
Teaching Credential, Multiple Subject
San Diego State University-California State University 2004 — 2006
Bachelor of Science (B.S.), Child Development
Bank of America April 2014 - Present
Lee's Sandwiches December 2013 - Present
Walmart June 2013 - November 2013
Sacombank May 2007 - November 2007
Skills
Microsoft Office
Education
San Diego State University-California State University 2011 — 2013
Bachelor's degree, Financial Planning and Services
Big Block Realty Inc. RealtorRealty Executives DillonFebruary 2011 - 2013
Wells Fargo Home Mortgage 2007 - February 2011
Trinity Real Estate Services December 2008 - September 2010
Bank of America 1997 - 2003
Skills
First Time Home Buyers, Mortgage Banking, Mortgage Lending, Investment Properties, REO, Short Sales, Real Estate, Foreclosures, Investors, Sellers, FHA, Condos, Residential Homes, Single Family Homes, Referrals, Real Estate Transactions, Relocation, Property, Selling, VA loans, Listings, Buyers, HUD, Real Property, Sales, VA Loans
Education
San Diego State University-California State University
Finance - International Business
Southwestern Community College District
Union Bank December 2014 - Present
JP Morgan Chase April 2014 - November 2014
Wells Fargo December 2009 - April 2014
Bank of America October 2008 - December 2009
Wells Fargo August 2000 - October 2008
Skills
FHA, Non-Conforming, Mortgage Lending, Mortgage Banking, Refinance, Government Loans, FHA financing, Loan Origination, Home Equity, Residential Mortgages, FHA Financing, Mortgage Marketing, Real Estate, Credit Analysis, Finance, Banking, Real Estate Financing, Underwriting, First Time Home Buyers, Credit, Investment Properties, Loans
Education
San Diego State University-California State University 1998 — 1999
Certificate, Community Economic Development
Pitzer College 1984 — 1988
BA, Organizational Studies
Mater Dei High School 1980 — 1984
High School
American Capital Home Loans February 2015 - Present
Wells Fargo June 2012 - January 2014
Bank of America September 1999 - June 2001
Wells Fargo February 1999 - September 1999
Wells Fargo Bank February 1997 - February 1999
Wells Fargo Bank August 1996 - February 1997
Wells Fargo Bank February 1994 - August 1996
Skills
Mortgage Lending, Commercial Banking, Credit, Investments, Portfolio Management, CRM, Business Development, Financial Analysis, Cash Management, Financial Services, Account Management, B2B, B2C, Solution Selling, Strategic Partnerships, Sales, Marketing, Management
Education
San Diego State University-California State University 1990 — 1995
Bachlor of Science in Business Administration
Allstate Field Sales Leader/RecruiterAllstateMay 2013 - Present
State Farm Insurance Agency January 2012 - April 2013
State Farm Insurance September 2002 - April 2011
Banc of America Investments January 1991 - September 2002
Bank of America 2000 - 2002
Cal Fed Bank 1999 - 2002
Wells Fargo Investments 1997 - 2000
Wells Fargo Investments 1997 - 2000
Skills
Insurance, Leadership, Fixed Annuities, Small Business, Life Insurance, Sales, Financial Services, Banking, Investments, Disability Insurance, Long-term Care, Mutual Funds, Property & Casualty..., Health Insurance, Securities, Finance, Commercial Insurance, Term Life Insurance, Customer Retention, Business Development, Underwriting, Strategic Planning, Mortgage Lending, Marketing, Whole Life, Series 63, Sales Management, Portfolio Management, 401k, Series 7
Education
San Diego State University-California State University 1988 — 1991
Bachelor's degree, History
Morgan Stanley 2011 - Present
Merrill Lynch 2009 - 2011
Bank of America 2008 - 2009
The Addison Mortgage Group, Inc 2003 - 2008
Skills
Wealth Management, Mortgage Lending, Series 7, Series 63, Portfolio Management, Investments, Credit, Loans, Equities, Fixed Income, Banking, Retirement Planning, Securities, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Credit Analysis, Financial Analysis, Financial Services
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration, Finance
Bank of America April 2015 - Present
Bank of America January 2015 - April 2015
Bank of America September 2012 - December 2014
Starbucks August 2010 - January 2012
Skills
Financial Analysis, Microsoft Excel, Credit, Cash Management, Banking, Customer Service, Outlook
Education
San Diego State University-California State University 2010 — 2014
Bachelor's degree, Economics
Bank of America May 2014 - Present
Junior Achievement of San Diego County February 2014 - Present
Economic Development Ministry September 2013 - February 2014
Pillco Pharmacy January 2010 - August 2013
Junior Achievement of San Diego County January 2013 - May 2013
Jack in the Box June 2012 - August 2012
San Diego Asian Film Foundation 2010 - 2010
National Association of Women in Construction June 2008 - June 2008
Skills
Video Production, Editing, Project Management, Team Leadership, Film Production, Modeling, Dance, Miss Africa Usa Semi..., Videography, Film, Documentaries, Multimedia, Video, Community Outreach, Public Speaking, Sound
Education
San Diego State University-California State University 2009 — 2014
Minor, International Studies
San Diego State UniversitySchool of Professional Studies and Fine Arts 2009 — 2014
Bachelor of Science (BS), Television, Film and New Media
Wells Fargo Home Mortgage March 2013 - Present
Bank of America December 2011 - March 2013
Noble Americas Energy Solutions, LLC October 2007 - September 2011
Countrywide Home Loans 2004 - 2008
First Horizon Home Loans 2003 - 2004
San Diego Mortgage Network 2001 - 2002
Douglas Wilson Companies 2000 - 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, Leadership, Sales, Loan Origination, Financial Analysis, Risk Management, Banking, Credit, Credit Analysis, Credit Risk, Investments, Marketing, Underwriting, Residential Mortgages
Education
San Diego State University-California State University 1998 — 2000
B.A., Economics
Capistrano Valley High School 1988 — 1992
Bank of America February 2010 - Present
Education
San Diego State University-California State University 1999 — 2002
Rite Aid 2013 - December 2013
Rite Aid 2007 - 2013
Rite Aid January 2000 - 2007
Bank of America 1988 - 1999
Skills
Loss Prevention, Investigations, Physical Security, Compliance, Private Investigations, Fraud, Retail, Internal Investigations, Asset Protection, Shrinkage, Inventory Control, Situational Leadership, Talent Management, Leadership Development, Strategic Planning, Coaching, Presentations, Enforcement, Organized Retail Crime, Training, Interrogation, Store Management, Big Box, Profit, Wicklander-Zulawski..., Surveillance, CCTV, Inventory Management, Multi-unit, Pharmacy Automation, Interviews, Hiring, Store Operations, Multi-Unit Management, Associate Development, Interrogation Techniques, District Management, Driving Results, Income Statement, Investigation, P&L, Planograms, Security Management, Background Checks, New Store Development, Workplace Violence, Executive Protection, POS, Multi-Unit
Education
San Diego State University-California State University
B.S., Finance
ACE Tutoring November 2009 - Present
PRSA May 2009 - May 2010
Gymnastics Olympica USA June 2008 - March 2010
j. simms agency/ O'SullivanSimms Internacional June 2008 - May 2009
Public Relations Student Society of America August 2007 - May 2009
San Diego State University May 2007 - May 2009
KPBS 2008 - 2008
Washington Mutual June 2005 - August 2007
Associated Students, California State University, Northridge August 2006 - May 2007
Bank of America January 2004 - May 2005
Education
San Diego State University-California State University 2006 — 2009
B.A. in Communication, Public Relations and Marketing
City of Piedmont October 2011 - Present
SANDAG March 2011 - October 2011
City of San Diego October 2010 - October 2011
Bank of America March 2005 - March 2011
Coronado Communications 2007 - 2008
University of San Diego 2005 - 2008
Skills
Community Outreach, Policy Analysis, Public Policy, Public Speaking, Research, Government, Urban Planning, ArcGIS, SPSS, Community Development, GIS, Land Use
Education
San Diego State University-California State University 2009 — 2011
Masters, City Planning
University of San Diego 2005 — 2008
Bachelors of Arts, Political Science/ Psychology
Kaiser Permanente May 1991 - Present
Great American/Wells Fargo May 1981 - May 1991
Bank of America January 1978 - May 1981
Skills
HIPAA, Healthcare Information..., Healthcare IT, IT Strategy, EHR
Education
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.)
Law Office of Jon Alan Enochs 2000 - Present
National Enterprises, Inc. June 1994 - January 2000
Bank of America 1993 - 1993
GE Capital 1990 - 1993
Skills
Common sense practical..., Business Savvy, Street Smart, Creative payment..., Assertive, Professional, Respectful, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Foreclosures, Corporate Governance, Corporate Law, Corporate Finance, Consumer Lending, Consumer Law, Consumer, Finance, A/R collections, Collections, Personal Bankruptcy, Bankruptcy, Chapter 13 Bankruptcy, Chapter 7, Chapter 7 & 13, Chapter 11, Car Loans, Divorce Law, Divorce, Dissolution of Marriage, Civil Litigation, Litigation, Commercial Litigation, Business Litigation, Personal Injury..., Mediation, Family Law, Depositions, Legal Research, Loans, Banking, Personal Injury, Real Estate, Small Business, Legal Writing
Education
Thomas Jefferson School of Law 1995 — 1999
Juris Doctorate, Law
San Diego State University-California State University 1988 — 1990
B.S., Finance
Bank of America March 2011 - Present
Barclays Capital May 2000 - May 2011
HomEq Servicing December 1998 - April 2000
The Money Store December 1997 - November 1998
Skills
SDLC, Vendor Management, Project Management, Process Improvement, Visio, Business Analysis
Education
San Diego State University-California State University 1972 — 1977
Bachelor of Arts, Journalism
Bank of America January 1996 - Present
Skills
Wealth Management, Loans, Banking, Commercial Banking, Commercial Lending, Credit, Insurance, Loan Origination, Mortgage Banking, Mortgage Lending, Portfolio Management, Residential Mortgages, Small Business Lending, Refinance, Credit Analysis, Management, Investment Properties, Finance, Investments, Underwriting, Real Estate, Real Estate Financing, Leadership, Sales, Financial Services, Consumer Lending, Customer Service, Mortgage Underwriting, Financial Analysis, Relationship Management, Retail Banking
Education
San Diego State University-California State University 1981 — 1985
BA, Finance
Bank of America July 2006 - March 2011
Hispanics in Philanthropy 2000 - 2008
QueensCare December 1997 - August 2005
United Way of Greater Los Angeles August 1988 - July 1997
Education
San Jose State University 1976 — 1979
MSW, Research & Evaluation
San Diego State University-California State University 1971 — 1976
BS, Social Work
Sideways Inc May 2015 - Present
Self-Employed May 2011 - Present
Capsule Tradeshow/BPMW Agency October 2008 - April 2015
Mark McNairy New Amsterdam January 2012 - December 2013
BPMW Agency October 2008 - May 2012
Bank of America April 2007 - March 2008
Bank of America February 2006 - April 2007
Skills
•Advanced knowledge in..., Photoshop, PowerPoint, Project Management, Client Development, Client Liaison, Financial Analysis, Manage Client..., Financial Reporting, Spanish-speaking, Tagalog, Client Presentation, Marketing Communications, Facebook, Budgets, Event Management, Marketing, Management
Education
San Diego State University-California State University 2000 — 2005
BS in Business Administration, Finance
San Diego State University-California State University
Executive Financial Planning Certification
City National Trust & Estate January 2000 - Present
City National Bank formerly North American Trust Company December 1997 - January 2000
Sumitomo Bank of California March 1996 - November 1997
Bank of America May 1989 - March 1996
Skills
Wealth Management, Portfolio Management, High Net Worth..., Asset Management, Banking, Trust Services, Investments, Estate Planning, Strategic Financial..., Investment Management, Insurance, Asset Allocation, Wealth, Mutual Funds, Wealth Management..., Credit, Investment Strategies, Asset Based Lending, Private Banking, Financial Services, Financial Risk, Asset Managment, Risk Management, Personal Financial..., Retirement Planning, Equities, Financial Advisory, Securities, 401k, Alternative Investments, Commercial Lending, Credit Analysis, Fixed Income, IRAs, Investment Advisory, Loans, Mortgage Lending, Retirement, Trust Management, Trusts, Financial Analysis, Fiduciary
Education
Cannon Financial Institute 2003 — 2005
Honor Graduate, Cannon Trust School
University of San Diego 1984 — 1987
Masters, Business Administration
University of San Diego School of Law 1979 — 1984
Juris Doctor, Law
San Diego State University-California State University 1974 — 1979
BS, Business Administration - Accounting
Scripps Health October 2014 - Present
Scripps Health July 2013 - October 2014
Ashford University July 2012 - September 2012
Kinderhouse Montessori School January 2012 - June 2012
NMCSD Health and Wellness Center January 2011 - June 2011
Sharp Grossmont Senior Resource Center January 2010 - January 2011
Bank of America January 2009 - January 2010
Petco Park January 2008 - January 2010
Good Shepherd Parish January 2006 - January 2008
Education
San Diego State University 2007 — 2011
BA; High School Diploma, Gerontology/Child & Family Development
San Diego State University-California State University 2007 — 2011
BA Gerontology, Gerontology
The Cydio Group December 2010 - Present
Kforce August 2000 - December 2010
Flagship Technologies 1999 - 2000
Abtech Systems 1997 - 1999
Bank of America 1991 - 1997
Skills
Business Analysis, Quality Assurance, Technical Support, Applicant Tracking..., Staffing Services, Technical Recruiting, Internet Recruiting, Talent Management, Temporary Placement, Human Resources, Recruiting, New Business Development, Networking, Sales, Management, Information Technology, Selling, Time Management
Education
San Diego State University-California State University 1993 — 1996
Bachelors
Bank of America 1995 - 2006
American Residential Mortgage 1986 - 1994
Skills
Financial Reporting, Cash Management, Finance, Process Improvement, Treasury Management, Corporate Finance, Financial Planning
Education
San Diego State University-California State University 1982 — 1986
BS Business Administration, Emphasis Finance
Childs Properties & Investments November 2005 - July 2007
Accredited Home Lenders 2002 - 2005
Bank of America Housing Services 1997 - 2002
Security Pacific Financial Services 1993 - 1997
Bank of America 1989 - 1993
Education
San Diego State University-California State University
Bachelor, Accounting
Bank of America August 2015 - Present
JPMorgan Chase Bank N.A October 2011 - February 2015
Sears Holdings Corporation April 2003 - 2012
SDSU August 2005 - September 2011
Coghlan Financial Group, LLC August 2006 - November 2006
Skills
Sales, Credit, Loans, Mutual Funds, Banking, Real Estate, Small Business, Loan Origination, Retirement, Investments, Mortgage, Mortgage Lending
Education
San Diego State University-California State University 2005 — 2011
BA, Economics
California Coast Credit Union June 2015 - Present
U.S. Bank April 2014 - June 2015
Bank of America September 2012 - April 2014
Skills
Banking, Credit Analysis, Customer Service, Loans, Credit, Retail Banking, Commercial Banking, Consumer Lending, Financial Analysis, Lines Of Credit, Credit Cards, Cross Selling, Mortgage Lending, Commercial Lending, Loan Origination
Education
San Diego State University-California State University 2013 — 2015
Bachelor of Arts (B.A.), Social Work
Exit Consulting Group, Inc. April 2008 - Present
Jackson Accounting 2006 - 2008
OSSO Construction, Inc. 2002 - 2006
Bank of America July 1980 - October 1996
Skills
Business Valuation, Financial Analysis, Marketing, Management, Microsoft Excel, Leadership, Corporate Finance, Budgets, Mergers & Acquisitions, Business Development, Financial Modeling
Education
San Diego State University-California State University
Bachelor’s Degree, Accounting
Wells Fargo Bank 1992 - 2014
Great American Bank 1991 - 1992
U.S. Dept of Treasury, Office of Thrift Supervision 1987 - 1990
Bank of America 1985 - 1987
Skills
Real Estate, Portfolio Management, Commercial Lending, Risk Management, Credit, Training, Loans, Sales, Credit Risk, Foreclosures, Negotiation, Finance, Commercial Mortgages, Management, Commercial Real Estate, Analysis, Investment Properties, Financial Services, Securities, Mortgage Lending, Banking, Underwriting, Loan Origination, Commercial Banking, Small Business Lending, Real Estate Economics, Mortgage Banking, Treasury Management, Real Estate Financing
Education
San Diego State University-California State University
Bachelor's Degree, Economics
University of Washington Graduate School of Business
Certificate, National Graduate School of Banking
Bank of America May 2014 - Present
Bank of America March 2013 - May 2014
Bank of America November 2011 - March 2013
Bank of America August 2011 - November 2011
South County Economic Development Council May 2011 - August 2011
Bank of America July 2010 - August 2011
Skills
Banking, Credit, Management, Retail Banking, Credit Analysis, Financial Analysis
Education
San Diego State University-California State University 2007 — 2011
BA, International Business
BDO USA, LLP August 2015 - Present
BDO USA, LLP August 2014 - July 2015
BDO USA, LLP October 2013 - July 2014
Bank of America October 2012 - May 2013
Bank of America March 2012 - October 2012
Bank of America August 2010 - March 2012
Unity Mortgage & Realty Services August 2008 - August 2010
Skills
Management, Analysis, Investments, Mortgage Lending, Finance
Education
Santa Clara University - Leavey School of Business 2013 — 2013
Certificate of Advanced Accounting Proficiency
San Diego State University-California State University 2006 — 2011
Bachelor of Science (B.S.), Financial Services
BenefitMall August 2015 - Present
Heartland Payment Systems April 2015 - August 2015
Payroll People Inc. June 2007 - March 2015
Paychex Payroll Company March 1993 - June 2007
Bank of America June 1971 - March 1986
Skills
Management, Leadership, Microsoft Office, Sales, Microsoft Excel, Recruiting, Training, Microsoft Word, Process Improvement, PowerPoint, Customer Service, Cold Calling, Public Speaking, Strategic Planning, Payroll, Coaching, Sales Management, New Business Development
Education
San Diego State University-California State University 1966 — 1967
FedEx Freight June 2015 - Present
GEICO November 2007 - May 2015
Bank of America August 2006 - February 2008
Pacific Sunwear April 2003 - December 2005
Skills
Customer Service, Insurance, Microsoft Excel, Microsoft Office
Education
University of San Diego 2014 — 2014
Certificate, Paralegal - Generalist, with Honors
San Diego State University-California State University 2001 — 2007
Bachelor's Degree, Criminal Justice/Law Enforcement Administration
Rancho Bernardo High School 1998 — 2001
Diploma
Bank of America April 2008 - Present
Bank of America September 2004 - April 2008
Bank of America August 1999 - September 2004
ACS Technologies April 1998 - August 1999
Homeplace May 1997 - April 1998
Navy Exchange Service Command April 1996 - May 1997
Communicate Powerstores November 1995 - April 1996
Navy Exchange Service Center May 1993 - November 1995
Navy Exchange Service Center January 1992 - May 1993
Skills
Project Management, ITIL, Business Analysis, Process Improvement, Disaster Recovery, Business Process, Leadership, SDLC, Service Delivery, Requirements Gathering, Requirements Analysis, Business Requirements, User Acceptance Testing, Systems Analysis, Release Management, SharePoint Designer, Risk Management, Compliance Management, Business Continuity, Incident Management, Problem Management, Change Management
Education
San Diego State University-California State University 1987 — 1991
B.S.
The Master's College August 2015 - Present
Kaiser Foundation Health Plan October 2008 - Present
Bank of America October 2005 - November 2008
Princess Cruises 2002 - 2005
Bank of the West May 1997 - June 2002
Fidelity Federal Bank 1996 - 1997
Skills
Talent Management, Organizational..., Leadership Development, Coaching, Talent Assessment, Instructional Design, Performance Management, Employee Relations, Executive Coaching, Training Delivery, Talent Acquisition, Talent Development, Interviewing, Management Consulting, Career Development, Management Development, Performance Improvement, Staff Development, Team Management, Public Speaking, Human Resources, Recruiting, Leadership, Interviews, Succession Planning, Change Management
Education
University of California, Los Angeles 1994 — 1995
Certificate
San Diego State University-California State University 1986 — 1991
B.A.
Marcus & Millichap December 2011 - Present
CYgroup Trading March 2011 - September 2011
Merrill Lynch July 2010 - August 2010
Bank of America March 2010 - June 2010
First Investors Corporation May 2009 - August 2009
Skills
Hard Worker, Trading, Travel, Inside Sales, Microsoft Office, Romanian, Mathematics, Organizing, Planning, Flash, Real Estate, Commercial Real Estate, Corporate Finance, Real Estate Finance, Real Estate Investment, International Relations, Real Estate Economics, Investment Properties, Due Diligence
Education
San Diego State University-California State University 2005 — 2009
Bachelors, Finance
Granada Hills High School 2001 — 2005
Fidelity Investments February 2015 - Present
Fidelity Investments August 2013 - Present
Miss Erin Terese October 2012 - Present
Pacific Western Bank July 2009 - August 2013
Bank of America June 2005 - July 2009
San Diego State University August 2004 - May 2005
Education
San Diego State University-California State University 2001 — 2005
Economics
Jack Henry & Associates - Symitar April 2010 - Present
Jack Henry & Associates - Symitar February 2008 - April 2010
Bank of America July 2005 - November 2007
Bank of America August 2003 - June 2005
Skills
Analysis, SDLC, SharePoint, Databases, PowerPoint, Budgets, Windows, MS Project, Marketing, Teamwork, Software Development, Requirements Analysis, Strategy, Social Media, Process Improvement, Leadership, Systems Analysis, Market Research, Product Development, Software Product..., Stage-Gate, Marketing Strategy, Product Management, Product Positioning, Microsoft Office, Business Analysis, Banking, NCCO, Model-Netics, Data Analysis, Customer Service, Management, Vendor Management
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
San Diego City College 2006 — 2010
Undergrad lower division course work, Business Administration and Management, General
Cygnet Theatre 2009 - Present
La Jolla Playhouse March 2013 - March 2014
San Diego Repertory Theatre September 2008 - December 2012
San Diego Repertory Theatre April 2009 - June 2012
LPL Financial August 2007 - September 2008
Bank of America June 2005 - August 2007
Skills
Theatre, Event Planning, Performing Arts, Stage, Entertainment, Plays, Drama, Acting, Musical Theatre
Education
San Diego State University-California State University 2002 — 2007
Bachelor of Arts (BA), Theatre
Afterburner January 2015 - Present
Bank of America April 2013 - December 2014
US Navy 2009 - 2012
US Navy 2006 - 2009
US Navy 2003 - 2006
US Navy September 1999 - 2003
Skills
Human Resources, Marketing, Advertising, Recruiting, Sales, Executive..., Travel Planning, Security Management, Legal Administration, Administrative..., Time Management, Training, Leadership, Microsoft Office, Public Speaking, Microsoft Word, Customer Service
Education
Vincennes University 2005 — 2006
Bachelor of Science (BS), Business Administration
San Diego State University-California State University 2003 — 2005
Bachelor of Business Administration (B.B.A.), Marketing
Free Agents Marketing December 2013 - Present
Seventh Point January 2013 - December 2013
Bank of America April 2011 - October 2012
Sony Electronics March 2008 - December 2010
San Diego State University September 2007 - March 2008
Skills
Community Outreach, Social Media, Public Relations, Press Releases, Marketing Communications, Marketing, Copywriting, Advertising, Media Relations, Editing, Social Networking, Video Editing, Producing, Photoshop, InDesign, Illustrator, Final Cut Pro, Networking, New Media
Education
San Diego State University-California State University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
VoCo July 2014 - Present
Red Bull March 2011 - July 2014
Laser Away March 2010 - April 2011
Bank of America April 2008 - May 2010
Skills
Customer Service, Microsoft Excel, Marketing, Event Management, PowerPoint, Strategic Planning, Event Planning, Sales Management, Sales, Budgets, Social Media Marketing, Microsoft Word, Inventory Management, Team Leadership, Business Planning, Retail, Account Management, New Business Development, Microsoft Office, Product Marketing, Sales Operations, Brand Management, Negotiation, Market Planning, Social Networking, Leadership, Marketing Strategy
Education
San Diego State University-California State University 2001 — 2005
BA, Business Management
Hitachi Data Systems July 2014 - Present
Hitachi Data Systems February 2013 - June 2014
Occupational Services, Inc. March 2011 - February 2013
Best Buy November 2002 - April 2011
Bank of America August 2010 - December 2010
Merrill Lynch January 2010 - May 2010
Senator Pete Domenici January 2004 - May 2004
Skills
Storage Area Networks, NAS, Troubleshooting, Technical Support, Customer Service, Customer Satisfaction, Storage, Microsoft Word, Microsoft Excel, Management, PowerPoint, Account Management, Auditing, Teamwork, Team Leadership, Information Technology, Team Building, Hardware, Enterprise Storage, Hitachi Storage, Hitachi SAN, Economics, Computer Hardware, Microsoft Office, Outlook, Windows 7, Windows Vista, SAN, Disaster Recovery, Cloud Computing, CCNA
Education
San Diego State University-California State University 2008 — 2010
Bachelor's Degree, Economics
Union Bank January 2012 - Present
MetLife Home Loans June 2010 - January 2012
Bank of America 2004 - 2009
Countrywide Home Loans 2004 - 2009
Toastmasters - Rye in Bellevue 2003 - 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Credit, Credit Analysis, Banking, Residential Mortgages
Education
San Diego State University-California State University 1988 — 2001
Corporate Finance, Business Administration and Management, General
Ephrata High
Bank of America August 2013 — Present
Starbucks Coffee Company August 2005 — July 2013
Bed Bath and Beyond August 2004 — August 2005
Wal-Mart January 2003 — August 2004
Skills
Store Management, Loss Prevention, Inventory Management, Customer Service, Team Building, Microsoft Word, Microsoft Office, PowerPoint, Recruiting, Operations Management, Leadership, Outlook, Microsoft Excel, Employee Relations, Social Media, Retail, Sales, Merchandising, Management, Visual Merchandising, Inventory Control, Profit
Education
San Diego State University-California State University 1997 — 2002
Bachelor's degree, Political Science and Finance
Bank of America RecruiterWells Fargo Bank2002 - 2005
Education
San Diego State University-California State University
BNY Mellon Wealth Management July 2015 - Present
Regions Financial Corporation - Wealth Management Department June 2005 - June 2015
Bank of America September 2003 - May 2005
Northern Trust September 1998 - August 2003
Skills
Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Business Development, Asset Allocation, Wealth Management, Investment Management, Mutual Funds, Wealth Management..., High Net Worth..., Capital Markets, Finance
Education
San Diego State University-California State University 1994 — 1998
BS, Finance, General
JSH Properties, Inc February 1999 - Present
JSH Properties, Inc. January 2007 - December 2007
Greenfield Development March 1998 - January 1999
Bank of America October 1988 - February 1998
Union Bank January 1984 - September 1988
Skills
Asset Management, Receiverships, Mixed-use, Retail, Shopping Centers, Dispositions, Real Estate, Real Estate Investment, Investment Properties, Commercial Real Estate, Foreclosures, Real Estate Economics, Investments, Real Estate Transactions, Lease Negotiations, Acquisitions, Loans, Disposition, Residential Homes, Real Estate Development, Brokerage, Asset Managment, Condos, Landlords, Property Management, Tenant Representation, Apartments, Leases, Corporate Real Estate, Property, Location Intelligence, Lease Administration
Education
San Diego State University-California State University 1981 — 1983
MBA, Business
University of Nevada-Las Vegas 1980 — 1981
BS, Finance and Economics
Helix High School
Graduated
Payroll People Inc June 2007 - Present
Payroll People Inc. June 2007 - July 2011
Paychex June 1993 - June 2007
Bank of America 1971 - 1986
Skills
Payroll, Time & Attendance, Team Building, Leadership
Education
San Diego State University-California State University 1966 — 1967
Business, English
Bank of America June 1986 - Present
Education
San Diego State University-California State University 1981 — 1984
Bank of America October 2008 - Present
Washington Mutual December 2000 - June 2008
Chase Manhattan Mortgage 2000 - 2000
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Credit, Loan Origination, FHA, Refinance, Credit Analysis, Residential Mortgages, Banking, Mortgage Underwriting, Portfolio Management, Risk Management, Financial Analysis, FHA financing, VA loans
Education
San Diego State University-California State University 1985 — 1990
Bachelor's degree, Business Finance
Bank of America August 2011 - Present
Bank of America January 2008 - July 2011
Bank of America August 2006 - December 2007
Macy's April 2006 - August 2006
Wings August 2002 - July 2006
America Reads January 2003 - January 2004
Hanalei Hotel February 2002 - June 2002
Skills
Leadership, PowerPoint, Microsoft Excel, Customer Service, Outlook, Time Management, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Event Planning, Marketing, Social Media, Sales
Education
San Diego State University-California State University 2002 — 2009
Bachelor of Arts in Liberal Arts and Sciences International Business, Marketing, Management, and Italian
Universita Commerciale Luigi Bocconi 2008 — 2008
Italian Language and Literature
Comerica Bank August 2012 - March 2013
Colonial Life November 2011 - January 2013
NTA Life January 2006 - January 2012
U.S. Bank January 2007 - January 2008
Bank of America January 1998 - January 2007
Wells Fargo January 1995 - January 1998
Auto Trader January 1989 - January 1995
Skills
Life & Health Insurance..., Sales Management, Insurance, New Business Development, Account Management, Customer Service, Sales, Negotiation, Strategic Planning, Team Building, General Insurance, Marketing Strategy, Direct Sales
Education
San Diego State University-California State University 1988 — 1994
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Delano High School
Skyline Home Loans NW July 2014 - Present
LoanStar Home Lending March 2014 - July 2014
Rushmore Home Loans March 2013 - December 2013
DirectPath Home Loans May 2012 - February 2013
First California Mortgage Company October 2011 - April 2012
Global Logic Advisors, LLC April 2011 - September 2011
Emery Federal May 2010 - April 2011
Bank of America May 2009 - May 2010
Skyline Financial Corp June 2008 - November 2008
MortgageIT March 2005 - March 2008
Skills
Loan Origination, FHA, Mortgage Underwriting, Loans, Banking, Mortgage Lending, USDA, VA loans, Commercial Lending, Risk Management, Finance, Mortgage Banking, Insurance, Entrepreneurship, Coaching, Refinance, Credit, Investment Properties, Credit Risk, Residential Mortgages, Team Building
Education
San Diego State University-California State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Union Bank September 2013 - Present
Union Bank December 2011 - September 2013
Bank of America December 2010 - December 2011
Bank of America May 2007 - December 2010
Countrywide Home Loans April 2001 - May 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, FHA, Loan Origination, Refinance, USDA, Banking, Underwriting, Residential Mortgages, Sales, Sales Management, Account Management, Customer Service, Team Building, Strategic Planning, New Business Development, Real Estate, Negotiation
Education
San Diego State University-California State University 1995 — 1999
Bachelor's degree, Finance, General
Bank of America March 2009 - Present
Countrywide 2006 - 2009
California Institute of Technology April 2001 - March 2006
The Walt Disney Company September 1998 - April 2001
Armorcast Products Company 1994 - 1998
Armorcast Products Company 1994 - 1998
Skills
Banking, Process Improvement, Vendor Management, Microsoft Excel, Microsoft Office, Human Resources, Onboarding, Relationship Management, Project Management, Loans, Mortgage Lending, Visio, SharePoint, Interviews, PowerPoint, Customer Service, Outlook
Education
San Diego State University-California State University 1994 — 1998
N/A February 2013 - Present
Bank of America May 2010 - January 2013
Bank of America January 2009 - May 2010
Countrywide May 2006 - January 2009
Washington Mutual April 2004 - April 2006
Washington Mutual Bank 2002 - 2004
Skills
Release Management, Mortgage Lending, Banking, User Acceptance Testing, Testing, Management, Loans, Mortgage Banking, Governance, Risk Management, Vendor Management, Credit, SDLC, Financial Risk, Credit Risk, Business Analysis, PMO, Business Requirements, Visio, Project Portfolio..., Requirements Gathering, Process Improvement, Software Project...
Education
San Diego State University-California State University 1970 — 1973
Urban Lending Solutions July 2014 - Present
Bank of America October 2010 - July 2014
Keller Williams Real Estate January 2008 - September 2010
Skills
Mortgage Lending, Refinance, Real Estate, Short Sales, Foreclosures, First Time Home Buyers, Residential Homes, Investment Properties, Sellers, Investors, Single Family Homes, Relocation, Real Estate Transactions, Loss Mitigation, Microsoft Office, Government Loans, PowerPoint, FHA
Education
San Diego State University-California State University 2000 — 2005
Bachelor's Degree, Liberal Studies
Sharon Mercer January 2006 - Present
Bank of America February 1990 - September 1999
Education
San Diego State University-California State University 1987 — 1991
Avis Budget Group March 2012 - Present
Bank of America September 2007 - October 2010
Discovery Channel April 2007 - August 2007
World Financial Group (WFG) June 2006 - March 2007
Walmart December 1993 - July 2006
Skills
Banking, Loans, Retail Banking, Management, Sales, Customer Service, Microsoft Office
Education
San Diego State University-California State University
University of Phoenix
Los Gatos Dog & Cat Hospital July 2010 - Present
Della Maggiore Tile February 2004 - March 2009
Bank of America 1993 - 1997
Skills
Human Resources, Management, Customer Service, Payroll, Strategic Planning
Education
San Diego State University-California State University 1987 — 1992
B.A., Psychology
Motor Carrier Safety Solutions January 2015 - Present
Global Green Enterprises January 2012 - Present
Liv Global Trading Company September 2012 - December 2014
Qualcomm November 2009 - December 2012
Bank of America May 2005 - September 2009
Centro Internacional de Comercio del Estado de Jalisco - Jalisco Trade May 2004 - October 2004
Education
University of Redlands 2008 — 2010
Master of Business Administration (M.B.A.), Finance
San Diego State University-California State University 2000 — 2004
Bachelor's degree, International Business, emphasis in Marketing & Latin America
CP Cooks June 2009 - Present
Kaiser Permanente December 2005 - June 2008
University of California, Berkeley June 2002 - December 2004
Providian Financial April 1999 - April 2001
Bank of America June 1982 - September 1991
Education
University of San Francisco 1979 — 1980
BA, Organizational Development
San Diego State University-California State University 1966 — 1969
Bank of America July 2007 - Present
Skills
Loans, Mortgage Lending, Credit, Banking, Commercial Banking, Leadership, Loan Origination, Credit Analysis, Mortgage Banking, Commercial Lending, Relationship Management, Small Business Lending
Education
Leadership Bakersfield
San Diego State University-California State University 1992 — 2002
Economics
JPMorgan Chase March 2014 - Present
JPMorgan Chase May 2012 - Present
Bank of America September 2010 - August 2012
Bank of America September 2007 - September 2010
Skills
Retail Banking, Customer Experience, Customer Service, Team Building, Change Management, Coaching, Strategic Planning, Banking, Credit, Loans, Consumer Lending, Commercial Banking, Branch Management, Deposits, AML, Operational Risk, KYC, Branch Banking, Credit Cards, Cross Selling, Relationship Management, Risk Management
Education
San Diego State University-California State University 2003 — 2005
Bachelor of Arts, Economics and History
RJQ Holdings L.L.C. dba Dickey*s Barbecue Pit Restaurant January 2013 - Present
JPS Consulting January 2009 - December 2012
Transworld Systems Inc. April 2009 - January 2011
TCU 1996 - 2008
Bank of America 1990 - 1996
Skills
Business Development
Education
University of Phoenix 2000 — 2003
Master of Science, Information Systems
San Diego State University-California State University 1980 — 1985
Bachelor of Science, Political Science
First Citizens Bank July 2015 - Present
Bank of America July 2014 - June 2015
Comerica Bank February 2008 - December 2013
Asset Preservation Strategies, Inc. March 2007 - February 2008
Department of Defense contractor September 2002 - August 2006
United States Navy 1996 - 2000
Skills
Commercial Lending, Credit, Treasury Management, Middle Market, Underwriting, Financial Analysis, Financial Modeling, Cash Flow Forecasting, Cash Flow Lending, Asset Based Lending, Microsoft Excel, International Trade, Financial Accounting, Commercial Banking, Portfolio Management, Corporate Finance, Credit Analysis, Credit Risk, Lines Of Credit
Education
San Diego State University-California State University
BS, Finance
Bank of America April 2013 - Present
Standard Petroleum, Inc November 2012 - April 2013
Bank of America March 2011 - November 2012
Bank of America June 2006 - March 2011
Skills
Credit, Banking, Loan Origination, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Loans, Customer Service
Education
San Diego State University-California State University 2004 — 2009
Bachelor of Applied Science (B.A.Sc.), Hospitality and Tourism Management
Five Acres--The Boy's and Girl's Aid Society of Los Angeles October 2012 - Present
Leland Baldwin III October 2011 - Present
Sotheby's International Realty November 2009 - Present
Wells Fargo June 2008 - January 2010
Bank of America 2006 - 2007
Skills
Personal Training, Fitness Consulting, Fitness, Healthy Eating, Healthy Lifestyles, Weight Management, Real Estate, Nutrition Education, Weight Loss Coaching, Body Composition, Nutrition, Body Contouring, Fitness Instruction, Fitness Training, Health, Consumer Lending, Lines Of Credit, Credit, Commercial Banking, Banking, Credit Analysis, Loan Origination, Small Business Lending, Mortgage Banking, Loans, Bodybuilding, Fitness Modeling, First Time Home Buyers, Luxury, Short Sales, Public Speaking
Education
San Diego State University-California State University 2000 — 2003
History, History, Political Science
Californina State University Channel Islands 1998 — 1999
Asana Homes, LLC February 2015 - Present
Trinity Lutheran College February 2012 - November 2013
AirCloud Entertainment, LLC February 2012 - April 2013
Cobalt Equity Group, LLC May 2003 - September 2012
East West Bank January 2003 - January 2004
US Bank July 1999 - January 2003
Bank of America 1992 - 1999
Skills
Banking, Commercial Banking, Investments, Asset Management, Financial Analysis, Project Portfolio..., Distressed Property, Corporate Finance, New Business Development, Fundraising, Management, Property, Portfolio Management, Mortgage Lending, Investment Properties, Credit Analysis, Loans, Start-ups, Coaching, Finance, Analysis, Strategic Planning, Real Estate, Budgets, Accounting
Education
San Diego State University-California State University 1989 — 1992
BS, Finance
Merrill Lynch May 2009 - Present
Bank of America September 1999 - April 2009
Union Bank February 1990 - September 1999
Skills
Speak Spanish, Public Speaking, Sales Management, Strategic Planning, Team Building, Recruiting, Business Development, Commercial Banking, Mortgage Lending, Credit, Loans, Budgets, Wealth Management, Leadership Development, Business Strategy, Management, Leadership
Education
San Diego State University-California State University 1986 — 1991
Bachelor of Arts, Public Administration and Spanish
Bank of America October 2014 - Present
Skills
Banking, Loans, Retail Banking, Credit, Risk Management
Education
San Diego State University-California State University 1995 — 2000
BA, Economics
EDF Renewable Energy January 2014 - Present
LPL Financial Corporation December 2000 - November 2013
Scripps Bank 1998 - 2000
Bank of America July 1997 - October 1998
Skills
Cash Management, Financial Analysis, Investments
Education
San Diego State University-California State University 1993 — 1997
BS, Business Administration
Kaiser Permanente IT September 2005 - Present
Bank of America September 1999 - November 2004
Bank of America July 1996 - July 1999
Bank of America June 1989 - June 1996
Microtique, Inc. June 1986 - May 1989
Skills
IT Strategy, Project Portfolio..., ITIL, Vendor Management, Program Management, Business Process, IT Service Management, Enterprise Software, Servers, Software Documentation, Project Management, IT Management, Data Center, Integration, Enterprise Architecture, SDLC
Education
San Diego State University-California State University 1983 — 1986
BS, Information Systems
MUFG Union Bank, N.A. July 2011 - Present
Investec Real Estate Cos January 1998 - January 2011
Bank of America 1996 - 1998
Bank of America 1993 - 1996
The Faulkner Company 1990 - 1993
Skills
Land Acquisition, Selling, Mergers, Lease Negotiations, Investors, Valuation, Due Diligence, Leases, Investment Properties, Real Property, Real Estate Transactions, Real Estate Financing, Brokerage, Real Estate Development, Executive Management, Negotiation, Strategic Planning, Market Analysis, Acquisitions, Commercial Real Estate, Corporate Real Estate, Disposition, Asset Management, Portfolio Management, Investments, Asset Managment, Entitlements, Real Estate, Financial Analysis, Location Intelligence, Private Equity, REO, Property Management, Shopping Centers, Real Estate Economics, Tenant, Sales, Dispositions
Education
San Diego State University-California State University 1985 — 1988
Journalism, Advertising
U.S. Bank July 2011 - Present
Bank of America June 2009 - July 2011
Party Plan-It September 2008 - June 2009
Skills
Customer Service, Sales, Management, Sales Management, Marketing, Microsoft Office, New Business Development, Marketing Strategy, Negotiation, Strategic Planning, Team Building, Budgets
Education
San Diego State University-California State University 2004 — 2008
Bachelor of Science, Business Management
San Diego Housing Commission January 2014 - Present
San Diego Housing Commission August 2011 - January 2014
San Diego Housing Commission September 2010 - August 2011
Bank of America December 2003 - August 2011
Skills
Banking, Loans, Retail Banking, Credit, Mortgage Lending, Consumer Lending, Commercial Banking, Small Business Lending, Mortgage Banking, Credit Analysis, Commercial Lending, Loan Origination, DCF Valuation, Project Management, Financial Analysis, Financial Reporting, Asset Management, Government, HUD, Affordable Housing, Pro Forma Development, Property Management, Capital Budgeting, Budget Monitoring, Department Budgeting, Management, Leadership, Real Estate, Analysis, Strategic Planning, Finance
Education
University of San Diego 2011 — 2011
Certificate in Real Estate, Finance, Development and Asset Management, Real Estate
San Diego State University-California State University 2008 — 2009
Master of Business Administration (MBA), Finance, General
San Diego State University-California State University 2002 — 2006
Bachelor of Applied Science (BASc), Business Administration, Finance
University of California, San Diego
University of California, San Diego
University of California, San Diego
Bank of America June 2014 - Present
Bank of America February 2012 - June 2014
Bank of America May 2011 - January 2012
Bank of America November 2007 - May 2011
Legacy Countrywide/Bankof America February 2005 - February 2007
Skills
Recruiting, Management, Interviews, Human Resources, Training, Leadership, Risk Management, Regulatory Requirements, Mortgage Servicing, Compliance, Rating Agency Relations, Payroll, Customer Service, Research
Education
University of North Texas 2005 — 2008
MBA, Organizational Behavioral Management and Human Resources
Northern Arizona University 1993 — 1995
B.S, Psychology
San Diego State University-California State University 1990 — 1993
Psychology, Sociology
County of San Diego February 2013 - Present
Axacore May 2007 - November 2009
Axacore May 2007 - November 2009
Law Office of Eric Fagan May 2007 - November 2009
Law Offices of Eric F February 2006 - December 2006
Coverall Cleaning Concepts May 2005 - January 2006
Bank of America September 2003 - April 2004
Skills
Outlook, Microsoft Office, Microsoft Excel, Child Welfare, AbacusLaw, Calendaring, Customer Service, Event Planning, LexisNexis, Oracle, Public Sector, Desktop Publishing, Local Government, SharePoint Designer, Travel Arrangements, Government Procurement, Call Centers, Events Coordination, Editorial, Online News, Newsletters, Marketing, Personnel Records, Meeting Scheduling, Coordinate Meetings, Staffing Coordination, Training, Sales, Social Networking, Time Management, Tabs3, Practice Master, HotDocs, Microsoft Word, Concordance, Lexis Advance, Customer Support, Office Administration, Public Speaking, Social Media, PowerPoint, Leadership, Strategic Planning, Research, Administrative..., Marketing Strategy, Management, CRM
Education
San Diego State 2007 — 2009
Bachelor of Arts, International Business
San Diego State University-California State University 2005 — 2009
Bachelors, International Business
Southwestern 2004 — 2006
Associate's Degree, General Studies
Southwestern Community College District
Associate's Degree, Legal Assistant/Paralegal
Hewlett-Packard September 2014 - Present
Data Center Inc. September 2011 - September 2014
Data Center Inc. September 2009 - September 2011
Data Center February 2007 - September 2009
Data Center February 2004 - February 2007
Driversity February 2003 - February 2004
Bank of America February 1982 - March 2002
Skills
Business Analysis, Banking, Project Management, Process Improvement, Disaster Recovery, Team Building, Change Management, Strategic Planning, Customer Service, Microsoft Office, PMP, Negotiation, Internal Controls, PowerPoint, Public Speaking, Vendor Management, CRM, PMO, Visio, IT Strategy, Strategy, Management, Risk Management, Team Leadership, Budgets, Recruiting, Software Documentation, Human Resources, Project Planning, Analysis
Education
San Diego State University-California State University
Certificate, Project Management
University of Phoenix
Business Administration and Management, General
First Citizens Bank February 2003 - Present
Bank of America January 1996 - February 2003
Wells Fargo February 1989 - January 1996
Skills
Small Business Lending, Commercial Mortgages, Commercial Banking, Loans, Credit, Underwriting, Banking, Commercial Lending, Investments, Commercial Real Estate, Mortgage Lending, Credit Analysis, Construction Loans, Lines Of Credit, Financial Structuring, Credit Risk, Refinance, SBA, Loan Origination, Consumer Lending, Real Estate Economics, Mortgage Banking, Real Estate Financing, Treasury Management, Asset Based Lending, Portfolio Management
Education
San Diego State University-California State University
MBA
University of California, Santa Barbara
BA
Bank of America December 2011 - November 2012
AM3 Technologies May 2010 - December 2010
The Check Cashing Place February 2003 - August 2004
Skills
New Business Development, Brand Management, Sales, Integrated Product Team..., Microsoft Office suite, Customers Relationship..., Fluent in Spanish, Fluent in English, Website Development, Web Design, Customer Service, Time Management, Alignment of..., Sales Process, Performance Management, College Policy Debate, Strong interpersonal..., Strategic Sales Plans, Cross-Selling Strategies, Development and...
Education
San Diego State University-California State University 2008 — 2010
B.S., Business Administration, Management
Bank of America October 2011 - Present
Bank of America Home Loans August 2010 - October 2011
Bank of America Home Loans September 2005 - August 2010
The Retirement Group October 2003 - September 2005
Skills
Finance, Forecasting, Budgets, Financial Risk, Financial Analysis, Financial Modeling, Credit Risk, Databases, Corporate Finance, Strategic Financial..., Risk Management, SQL, Economics, Econometrics, Microsoft Excel, Microsoft Word, PowerPoint, Visio, Access, SAP, SAS, Staff Management, Variance Analysis, Accounts Payable, Pivot Tables, Vlookup, Sumif, Statistics, Customer Segmentation..., Data Segmentation, Secondary Market, Pricing Strategy, Business Impact Analysis, Mathematical Analysis, Financial Statement..., Cash Flow, Regression Analysis
Education
San Diego State University-California State University 2000 — 2005
Bachelors, Quantitative Economics, Mathematics minor
Bank of America June 2014 - Present
Skills
Investment Banking, Financial Services, Credit Analysis, Financial Modeling, Equities, Mortgage Lending, Risk Management, Financial Analysis, Credit Risk, Portfolio Management, Derivatives, Mortgage Banking, Fixed Income, Outside Sales, District Management, District Sales..., Retail Sales, Retail Category..., Business Development
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration Finance
Techtronic Industries June 2014 - Present
Enterprise Rent-A-Car January 2013 - June 2014
San Diego Department of Insurance Fraud Division August 2011 - January 2012
Bank of America August 2010 - June 2011
Hollywood Entertainment November 2008 - April 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Facebook, Public Speaking, Teamwork, Time Management, Event Planning, Sales, Marketing
Education
San Diego State University-California State University 2006 — 2012
Criminal Justice
State of California Bureau of Real Estate July 2014 - Present
Bank of America March 2001 - October 2013
Bank of America February 1999 - March 2001
Bank of America February 1997 - February 1999
Bank of America November 1995 - February 1997
Skills
Administration, Leadership Development, Management, Policy, Recruiting, Training, Project Management, Performance Management, Team Building, Leadership, Microsoft Word, Excel..., Foreclosures, Insurance, Mergers & Acquisitions, Hiring, Customer Service, Team Leadership, Change Management, Staff Development, Microsoft Office, Teaching
Education
San Diego State University-California State University 1983 — 1988
B.A., Applied Arts & Sciences, Liberal Studies – Education
Lemon Grove Elementary SD 2012 - Present
Grossmont College August 2003 - Present
Cajon Valley Union School District August 2004 - June 2011
Grossmont College 2001 - 2011
Dunham School District 1998 - 2002
Dunham School District 1998 - 2002
Sole Proprietor Bookkeeping/Accounting 1995 - 1998
Sole Proprietor Child Daycare 1995 - 1998
Bank of America 1984 - 1995
Education
San Diego State University-California State University
Multiple Subject Teaching Credential
Sonoma State University
BA, Business Management Emphasis Human Resources
WBB Securities LLC March 2015 - Present
Bank of America June 2014 - March 2015
UBS Financial Services, Inc. November 2012 - May 2014
Folio Dynamix Advisors May 2012 - August 2012
UBS January 2012 - May 2012
Skills
Cold Calling, Appointment Generation, Data Analysis, Budget Analysis, Microsoft Excel, Microsoft Office, Customer Service, Fixed Income, Portfolio Management, Bloomberg, Valuation, Equities, Microsoft Word, PowerPoint, Investments, Strategic Financial..., Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Science (BS), Finance
J Malone Investment September 2000 - Present
Bank of America September 1996 - September 2000
American Airlines March 1978 - March 1996
Skills
Real Estate, Management, Sales,..., Broker, Loan officer, Investment Properties, Loans, REO, Property Management, Short Sales, Mortgage Lending, Foreclosures, Investors, First Time Home Buyers, Sales, Condos, Sellers
Education
San Diego State University-California State University 1973 — 1977
BS, Criminal Justice Admin
Morgan Stanley Wealth Management May 2009 - Present
Merrill Lynch July 1998 - May 2009
Coutts December 1995 - May 1998
Citibank January 1993 - October 1995
Republic Bank August 1986 - September 1991
Bank of America July 1982 - March 1985
Skills
Series 7, Series 63
Education
San Diego State University-California State University 1997 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Cali Resources March 2012 - Present
Bank of America May 2007 - January 2010
Morgan Stanley Smith Barney February 2001 - May 2007
Skills
Inventory Management, Purchasing, New Business Development, Microsoft Office, Account Management, Microsoft Excel, Sales Management, Customer Service, Strategic Planning, Negotiation, Project Management, Sales, PowerPoint, Microsoft Word, Business Development
Education
Castle Park High
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), International Business
Backdrop Development LLC October 1998 - Present
Bank of America July 1986 - October 1998
Shorenstein Realty Services July 1984 - June 1986
Education
University of California, Berkeley 1984 — 1986
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Bank of America October 2001 - June 2015
Action Mortgage Co/Sterling Savings Bank 1998 - 2001
Weyerhaesuer Mortgage Co 1995 - 1998
Skills
Master Certified..., Loan Origination, Credit, Mortgage Banking, Banking, FHA, Loans, Refinance, Residential Mortgages, Mortgage Lending, Credit Analysis, Mergers & Acquisitions, Project Portfolio..., USDA
Education
San Diego State University-California State University
Bachelor's degree
JPMorgan Chase October 2010 - Present
Bank of America May 2008 - October 2010
Bank of America September 2007 - May 2008
Skills
Loans, Credit, Banking, Retail Banking, Mortgage Banking, Consumer Lending, Loan Origination, Portfolio Management, Refinance
Education
San Diego State University-California State University 2004 — 2009
Bachelor's degree, Business Administration and Management
San Diego State University-California State University 2004 — 2009
Minor, Spanish Language and Literature
Cedars-Sinai Medical Center January 2000 - Present
Bank of America September 1981 - December 1987
Skills
A/R collections, Healthcare Management, Event Planning, Bank Teller/Utility..., Customer Service
Education
San Diego State University-California State University 1979 — 1980
Business Administration and Management, General
Fairfax High School 1975 — 1978
General Education
Self-employed February 2008 - Present
Bank of America May 1976 - December 2007
Skills
Risk Management, Financial Analysis, Finance, Team Building, Financial Modeling, Banking, Budgets, Forecasting, Process Improvement, Executive Management, Business Process..., Accounting, Analysis, Mergers & Acquisitions
Education
San Diego State University-California State University
Business Administration and Management, General
Cedars-Sinai Medical Center February 2000 - Present
Bank of America January 1980 - May 1987
Skills
Healthcare Information..., Healthcare Management, Healthcare, HIPAA, EHR, Hospitals, Revenue Cycle, EMR, Meditech, Epic Systems, Managed Care, CPOE
Education
San Diego State University-California State University 1979 — 1980
Fairfax High School 1975 — 1978
UOP
Bank of America April 2015 - Present
Pro Aid Safety June 2009 - April 2015
Downey Savings / US Bank January 2004 - June 2009
Skills
Sales, Business Development, Contract Negotiation, Business Networking, Advertising, Marketing Strategy, Strategic Partnerships, Assisting First Time..., Mortgage Lending, First Aid, OSHA, Personal Protection..., Construction Safety, Management
Education
San Diego State University-California State University 1990 — 1996
Bachelor of Arts (BA), Economics
JPMorgan Chase 2004 - 2013
Bank of America July 2009 - October 2011
Skills
Teamwork, Problem Solving, Quality Assurance, Goal Oriented, Customer Satisfaction, Communication Skills
Education
San Diego State University-California State University
English Language and Literature, General