Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Monique Robinson Monique Robinson's Bank of America Experience June 2006 - Present
Job Vice President, Regional Sales Manager; Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services November 2014 - Present
Bank of America June 2006 - Present
Skills
Customer Service, Management, Team Building, Leadership, Sales, Strategic Planning, Customer Satisfaction, Loans, Credit, Relationship Management, Banking, Mortgage Lending, Retail Banking, Risk Management, Consumer Lending, Sales Management, Commercial Banking, Microsoft Office
Education
Baker College of Allen Park
Human Resources Management/Personnel Administration, General
Bank of America Merchant Services November 2014 - Present
Bank of America June 2006 - Present
Skills
Customer Service, Management, Team Building, Leadership, Sales, Strategic Planning, Customer Satisfaction, Loans, Credit, Relationship Management, Banking, Mortgage Lending, Retail Banking, Risk Management, Consumer Lending, Sales Management, Commercial Banking, Microsoft Office
Education
Baker College of Allen Park
Human Resources Management/Personnel Administration, General
Stephen OSullivan Stephen OSullivan's Bank of America Experience February 2009 - July 2011
Job Senior Vice PresidentPortfolio Management Team Leader at Citizens Commercial Banking
Industry Banking
Experience
Citizens Commercial Banking April 2014 - Present
Citizens Commercial Banking July 2011 - April 2014
Bank of America February 2009 - July 2011
Bank of America April 2004 - February 2009
Fleet Bank June 2000 - April 2004
Fleet Bank October 1996 - June 2000
Sumitomo Bank June 1992 - October 1996
First National Bank of Boston July 1987 - June 1992
Skills
Workout, Commercial Banking, Middle Market, Commercial Lending, Credit, Leveraged Finance, Consumer Lending, Risk Management, Credit Risk, Financial Risk, Financial Structuring, Due Diligence, Portfolio Management, Banking, Loans
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS, Finance
Citizens Commercial Banking April 2014 - Present
Citizens Commercial Banking July 2011 - April 2014
Bank of America February 2009 - July 2011
Bank of America April 2004 - February 2009
Fleet Bank June 2000 - April 2004
Fleet Bank October 1996 - June 2000
Sumitomo Bank June 1992 - October 1996
First National Bank of Boston July 1987 - June 1992
Skills
Workout, Commercial Banking, Middle Market, Commercial Lending, Credit, Leveraged Finance, Consumer Lending, Risk Management, Credit Risk, Financial Risk, Financial Structuring, Due Diligence, Portfolio Management, Banking, Loans
Education
Babson College - Franklin W. Olin Graduate School of Business 1985 — 1987
MBA, Finance
Providence College 1981 — 1985
BS, Finance
Florence Furaha Florence Furaha's Bank of America Experience January 2010 - June 2011
Job Founder/CEO at Meetcaregivers
Industry Internet
Experience
Meetcaregivers August 2013 - Present
Bank of America January 2010 - June 2011
Private 2007 - 2010
Skills
Business Development, Entrepreneurship, Product Management, Business Strategy, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Suffolk University 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Meetcaregivers August 2013 - Present
Bank of America January 2010 - June 2011
Private 2007 - 2010
Skills
Business Development, Entrepreneurship, Product Management, Business Strategy, Start-ups
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
MBA
Suffolk University 2004 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tyral Hytche Tyral Hytche's Bank of America Experience May 2015 - Present
Job Relationship Banker at Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
Sprint May 2014 - May 2015
Cox Communications September 2013 - May 2014
JPMorgan Chase December 2011 - January 2013
Skills
Coaching, Direct Sales, Inside Sales, Quotas, Solution Selling, Cold Calling, Sales Process, Customer Retention, Sales Operations, Sales Management, Call Center, Telecommunications, Customer Satisfaction, Sales Presentations, B2B, Customer Experience, Salesforce.com, Wireless, Unified Communications, Sales, Channel, Forecasting, Leadership, Building Relationships, Outside Sales, Strategic Partnerships, Management, Marketing, Mortgage Banking, CRM, Qualifying Prospects, Relationship Management, Inventory Management, Retail, Time Management, Business Development, Team Building, Lead Generation, Call Centers, Team Leadership, Selling, Finance, Training, Employee Training, New Business Development
Education
East Central University 2003 — 2006
Bachelor's Degree, Exercise Science w/Kinesiology Emphasis
Bacone College 2002 — 2003
Bachelor's degree, Kinesiology and Exercise Science
Bank of America May 2015 - Present
Sprint May 2014 - May 2015
Cox Communications September 2013 - May 2014
JPMorgan Chase December 2011 - January 2013
Skills
Coaching, Direct Sales, Inside Sales, Quotas, Solution Selling, Cold Calling, Sales Process, Customer Retention, Sales Operations, Sales Management, Call Center, Telecommunications, Customer Satisfaction, Sales Presentations, B2B, Customer Experience, Salesforce.com, Wireless, Unified Communications, Sales, Channel, Forecasting, Leadership, Building Relationships, Outside Sales, Strategic Partnerships, Management, Marketing, Mortgage Banking, CRM, Qualifying Prospects, Relationship Management, Inventory Management, Retail, Time Management, Business Development, Team Building, Lead Generation, Call Centers, Team Leadership, Selling, Finance, Training, Employee Training, New Business Development
Education
East Central University 2003 — 2006
Bachelor's Degree, Exercise Science w/Kinesiology Emphasis
Bacone College 2002 — 2003
Bachelor's degree, Kinesiology and Exercise Science
Teresa Grace Teresa Grace's Bank of America Experience July 2009 - July 2010
Job Mortgage Loan Officer with Huntington Bank
Industry Financial Services
Experience
Huntington National Bank March 2015 - Present
Dort Federal Credit Union September 2012 - March 2015
Communications Technologies Inc. October 2011 - September 2012
IKON Office Solutions July 2010 - October 2011
Genesee Township Neighborhood Watch Association January 2008 - February 2011
Bank of America July 2009 - July 2010
Standard Federal Bank / LaSalle Bank / Bank of America May 2002 - July 2009
Citizens Bank, now part of FirstMerit Bank, N.A. June 1999 - May 2002
Skills
Sales Management, Small Business, Management, Human Resources, Fundraising, New Business Development, Leadership Development, Organizational..., Public Speaking, Budgets, Cold Calling, Salesforce.com, Marketing, Team Leadership, Business Development, Sales Process, Recruiting, Competitive Analysis, Administration, Lotus Notes, Excel, Employee Relations, Hiring, Microsoft Office, Mergers, Outlook, Public Relations, Risk Management, Sales Presentations, Business Planning, B2B, Entrepreneurship, Finance, Project Management, Strategic Planning, Sales, Leadership, Customer Service, Credit, Loans, Mortgage Lending, Team Building, Coaching, Banking, Real Estate
Education
Baker College Center for Graduate Studies 2001 — 2007
Associates, General Business
Davison High School 1984 — 1987
Huntington National Bank March 2015 - Present
Dort Federal Credit Union September 2012 - March 2015
Communications Technologies Inc. October 2011 - September 2012
IKON Office Solutions July 2010 - October 2011
Genesee Township Neighborhood Watch Association January 2008 - February 2011
Bank of America July 2009 - July 2010
Standard Federal Bank / LaSalle Bank / Bank of America May 2002 - July 2009
Citizens Bank, now part of FirstMerit Bank, N.A. June 1999 - May 2002
Skills
Sales Management, Small Business, Management, Human Resources, Fundraising, New Business Development, Leadership Development, Organizational..., Public Speaking, Budgets, Cold Calling, Salesforce.com, Marketing, Team Leadership, Business Development, Sales Process, Recruiting, Competitive Analysis, Administration, Lotus Notes, Excel, Employee Relations, Hiring, Microsoft Office, Mergers, Outlook, Public Relations, Risk Management, Sales Presentations, Business Planning, B2B, Entrepreneurship, Finance, Project Management, Strategic Planning, Sales, Leadership, Customer Service, Credit, Loans, Mortgage Lending, Team Building, Coaching, Banking, Real Estate
Education
Baker College Center for Graduate Studies 2001 — 2007
Associates, General Business
Davison High School 1984 — 1987
Joe Mallory Joe Mallory's Bank of America Experience March 2001 - August 2002
Job Coordinator of Security
Industry Government Administration
Experience
Macomb County Government February 2005 - Present
Macomb County Government February 2005 - March 2008
Blue Cross Blue Shield of Michigan October 2002 - February 2005
Bank of America March 2001 - August 2002
US Navy November 1996 - November 2000
Skills
Management, Facilities Management, Security Management, Supervisory Experience, Supervisory Skills, Budgets, Policy, Problem Solving, Juvenile Justice, Insurance, Fraud Detection, Military, Security Clearance, Customer Service, Sales, Safety, Investigation, Microsoft Office, CCTV, Communication, Strongly self-motivated, Instructor-led Training, Coaching, Diversity, Driven By Results
Education
Baker College Center for Graduate Studies 2006 — 2009
Master of Business Administration (MBA), Business Administration, Management and Operations
Baker College of Clinton Township 2003 — 2006
Bachelor of Business Administration (BBA), Business/Managerial Economics, Summa Cum Laude honors
National Cryptologic School 1997 — 2000
Cryptology
Military Technical Training School 1997 — 1997
Technical Training
Macomb County Government February 2005 - Present
Macomb County Government February 2005 - March 2008
Blue Cross Blue Shield of Michigan October 2002 - February 2005
Bank of America March 2001 - August 2002
US Navy November 1996 - November 2000
Skills
Management, Facilities Management, Security Management, Supervisory Experience, Supervisory Skills, Budgets, Policy, Problem Solving, Juvenile Justice, Insurance, Fraud Detection, Military, Security Clearance, Customer Service, Sales, Safety, Investigation, Microsoft Office, CCTV, Communication, Strongly self-motivated, Instructor-led Training, Coaching, Diversity, Driven By Results
Education
Baker College Center for Graduate Studies 2006 — 2009
Master of Business Administration (MBA), Business Administration, Management and Operations
Baker College of Clinton Township 2003 — 2006
Bachelor of Business Administration (BBA), Business/Managerial Economics, Summa Cum Laude honors
National Cryptologic School 1997 — 2000
Cryptology
Military Technical Training School 1997 — 1997
Technical Training
Ronda Brown-Quarles Ronda Brown-Quarles's Bank of America Experience 1994 - 1996
Job Manager, Supplier Diversity at Nissan North America, Inc.
Industry Automotive
Experience
Nissan North America, Inc. August 2015 - Present
Nissan North America, Inc. December 2007 - August 2015
Schneider Electric September 2006 - December 2007
General Motors May 1991 - April 2005
Bank of America 1994 - 1996
Skills
Strategic Negotiations, Financial Analysis, Customer Relations, Purchasing, Strategic Sourcing, Supplier Development, Global Sourcing, Procurement, Supplier Negotiation, Continuous Improvement, Automotive
Education
Baker College Center for Graduate Studies 2000 — 2002
MBA, Human Resource Management
Haslam College of Business at the University of Tennessee 1990 — 1994
BS, Finance
Nissan North America, Inc. August 2015 - Present
Nissan North America, Inc. December 2007 - August 2015
Schneider Electric September 2006 - December 2007
General Motors May 1991 - April 2005
Bank of America 1994 - 1996
Skills
Strategic Negotiations, Financial Analysis, Customer Relations, Purchasing, Strategic Sourcing, Supplier Development, Global Sourcing, Procurement, Supplier Negotiation, Continuous Improvement, Automotive
Education
Baker College Center for Graduate Studies 2000 — 2002
MBA, Human Resource Management
Haslam College of Business at the University of Tennessee 1990 — 1994
BS, Finance
MARTHA RICKSON MARTHA RICKSON's Bank of America Experience June 1980 - June 2011
Job Assistant Vice President of Chicopee Savings Bank
Industry Banking
Experience
Chicopee Savings Bank July 2011 - Present
Bank of America June 1980 - June 2011
Skills
Credit Analysis, Cross Selling, Retail Banking, Commercial Lending, Credit, Risk Management, Loans, Commercial Banking, Portfolio Management, Banking, Sales, Branch Banking, Mortgage Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Cash Management, Loan Origination, Underwriting, Deposits, Financial Risk, Mortgage Banking, Branch Management, Finance, Relationship Management, Core Banking
Education
Babson College 2012 — 2014
NEW ENGLAND SCHOOL OF FINANCIAL STUDIES
STCC
Business Administration and Management, General
Chicopee Savings Bank July 2011 - Present
Bank of America June 1980 - June 2011
Skills
Credit Analysis, Cross Selling, Retail Banking, Commercial Lending, Credit, Risk Management, Loans, Commercial Banking, Portfolio Management, Banking, Sales, Branch Banking, Mortgage Lending, Small Business Lending, Lines Of Credit, Consumer Lending, Cash Management, Loan Origination, Underwriting, Deposits, Financial Risk, Mortgage Banking, Branch Management, Finance, Relationship Management, Core Banking
Education
Babson College 2012 — 2014
NEW ENGLAND SCHOOL OF FINANCIAL STUDIES
STCC
Business Administration and Management, General
Ahmad Drshen Ahmad Drshen's Bank of America Experience July 2009 - December 2009
Job Sr. Database Administrator at Advent Software
Industry Computer Software
Experience
Advent Software May 2013 - Present
Black Knight Financial Services (Formerly LPS) January 2010 - May 2013
Bank of America July 2009 - December 2009
One Call Care Management (Formerly MSC Group) May 2008 - June 2009
Ikonami July 2005 - February 2008
Skills
SQL, PL/SQL, T-SQL, SQL Profiler, Query Analyzer, XML Software, SQL Tuning, Log Shipping, MDX, Excel Services, Analysis Services, OLTP, SSAS, SSIS, Mirroring, Storage Hardware, Normalization, ERD, Business Intelligence..., Erwin, ER/Studio, Logical Data Modeling, Physical Data Modeling, SQL Server 2005/2000, Microsoft SQL Server, XML, Databases, ASP, Disaster Recovery, Database Design, Database Administration, Data Warehousing, Performance Tuning, Oracle, Linux, OLAP, Data Modeling, ETL, DTS, Stored Procedures, DB2, Replication, MySQL, Relational Databases, Web Applications, Unix, Crystal Reports, Data Migration, ASP.NET, Oracle RAC
Education
SQLSkills Certificate IEPTO2: Performance Tuning and Optimization (level 400) 2014 — 2014
IEPTO2: Performance Tuning and Optimization (level 400)
SQLSkills Certificate IEPTO1: Internals and Performance (level 400) 2013 — 2013
IEPTO1: Internals and Performance (level 400)
MCTS, MCITP DBA 2005 2008 — 2008
Microsoft Certified Technology Specialist & Certified Database Administrator
MCP, MCDBA 2000 2006 — 2007
Microsoft Certified Professional & certified Database Administrator
Bahauddin Zakariya University 2001 — 2003
Master of Science (MSc)
Advent Software May 2013 - Present
Black Knight Financial Services (Formerly LPS) January 2010 - May 2013
Bank of America July 2009 - December 2009
One Call Care Management (Formerly MSC Group) May 2008 - June 2009
Ikonami July 2005 - February 2008
Skills
SQL, PL/SQL, T-SQL, SQL Profiler, Query Analyzer, XML Software, SQL Tuning, Log Shipping, MDX, Excel Services, Analysis Services, OLTP, SSAS, SSIS, Mirroring, Storage Hardware, Normalization, ERD, Business Intelligence..., Erwin, ER/Studio, Logical Data Modeling, Physical Data Modeling, SQL Server 2005/2000, Microsoft SQL Server, XML, Databases, ASP, Disaster Recovery, Database Design, Database Administration, Data Warehousing, Performance Tuning, Oracle, Linux, OLAP, Data Modeling, ETL, DTS, Stored Procedures, DB2, Replication, MySQL, Relational Databases, Web Applications, Unix, Crystal Reports, Data Migration, ASP.NET, Oracle RAC
Education
SQLSkills Certificate IEPTO2: Performance Tuning and Optimization (level 400) 2014 — 2014
IEPTO2: Performance Tuning and Optimization (level 400)
SQLSkills Certificate IEPTO1: Internals and Performance (level 400) 2013 — 2013
IEPTO1: Internals and Performance (level 400)
MCTS, MCITP DBA 2005 2008 — 2008
Microsoft Certified Technology Specialist & Certified Database Administrator
MCP, MCDBA 2000 2006 — 2007
Microsoft Certified Professional & certified Database Administrator
Bahauddin Zakariya University 2001 — 2003
Master of Science (MSc)
Nancy Downer's Bank of America Experience 1999 - 2013
Job Banking Professional
Industry Banking
Experience
Bank of America 1999 - 2013
Bank of America 1996 - 1999
Bank of Boston 1988 - 1996
Lahey Clinic Medical Center 1986 - 1988
FINANCIERA SUDAMERICANA 1984 - 1984
AESA (Administration de Empressas), Lima, Peru 1981 - 1984
Education
Bentley College 1993 — 1994
Accounting
Babson College 1983 — 1983
English as a Second or Foreign Language
Margarita Cabera School, Peru 1979 — 1982
Associates degree in Business Administration.
Bank of America 1999 - 2013
Bank of America 1996 - 1999
Bank of Boston 1988 - 1996
Lahey Clinic Medical Center 1986 - 1988
FINANCIERA SUDAMERICANA 1984 - 1984
AESA (Administration de Empressas), Lima, Peru 1981 - 1984
Education
Bentley College 1993 — 1994
Accounting
Babson College 1983 — 1983
English as a Second or Foreign Language
Margarita Cabera School, Peru 1979 — 1982
Associates degree in Business Administration.
Rashida Williams Rashida Williams's Bank of America Experience May 2008 - July 2009
Job BBA in Management
Industry Consumer Services
Experience
APAC Customer Services September 2013 - August 2014
Destination Maternity Corporation November 2012 - December 2013
Headway Workforce Solutions (Ferguson Enterprises) October 2012 - January 2013
Bank of America May 2008 - July 2009
Stein Mart May 2004 - July 2005
Comcast September 2002 - January 2004
Candy Craze October 2001 - March 2003
Smurfit-Stone June 2000 - April 2001
Skills
Troubleshooting, Team Building, Strategic Planning, Java, Coaching, Data Analysis, Process Improvement, Customer Satisfaction, Call Center, Inventory Management, Sales, Time Management, Teamwork, Training, Team Leadership, Conflict Resolution, Management, Banking, Retail, Technical Support, Payroll, Finance, Internet Explorer, Organization &..., Interviews, Call Centers, Customer Service, Employee Training, Typing
Education
Baker College Center for Graduate Studies 2004 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.93 Summa Cum Laude
Elizabethtown Community and Technical College 2001 — 2002
Associate of Arts and Sciences (AAS)
APAC Customer Services September 2013 - August 2014
Destination Maternity Corporation November 2012 - December 2013
Headway Workforce Solutions (Ferguson Enterprises) October 2012 - January 2013
Bank of America May 2008 - July 2009
Stein Mart May 2004 - July 2005
Comcast September 2002 - January 2004
Candy Craze October 2001 - March 2003
Smurfit-Stone June 2000 - April 2001
Skills
Troubleshooting, Team Building, Strategic Planning, Java, Coaching, Data Analysis, Process Improvement, Customer Satisfaction, Call Center, Inventory Management, Sales, Time Management, Teamwork, Training, Team Leadership, Conflict Resolution, Management, Banking, Retail, Technical Support, Payroll, Finance, Internet Explorer, Organization &..., Interviews, Call Centers, Customer Service, Employee Training, Typing
Education
Baker College Center for Graduate Studies 2004 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.93 Summa Cum Laude
Elizabethtown Community and Technical College 2001 — 2002
Associate of Arts and Sciences (AAS)
Nick Kyprianou's Bank of America Experience August 2012 - Present
Job AVP at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
Alden Global Capital March 2009 - August 2012
Platinum Grove Asset Management June 2008 - December 2008
Bear Stearns June 2007 - June 2008
Skills
Fixed Income
Education
Babson College 2003 — 2007
Bachelor of Science, Finance, Economics
Bank of America August 2012 - Present
Alden Global Capital March 2009 - August 2012
Platinum Grove Asset Management June 2008 - December 2008
Bear Stearns June 2007 - June 2008
Skills
Fixed Income
Education
Babson College 2003 — 2007
Bachelor of Science, Finance, Economics
Chad Elsarelli Chad Elsarelli's Bank of America Experience August 2005 - September 2008
Job Loan Doc Specialist IV at Wells Fargo Home Mortgage
Industry Banking
Experience
Wells Fargo July 2010 - Present
Bank of America August 2005 - September 2008
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Customer Service, Computer Science, Databases, Web Design, Web Development, Computer Language, Technology, Information Technology, Java, JavaScript, SQL, C++, HTML, XML, HTML 5, IDE, Business Analysis, Microsoft Office
Education
Baker College Center for Graduate Studies 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Database Technology
Baker College Center for Graduate Studies 2011 — 2014
Associate of Arts and Sciences (AAS), Computer Programming
Wells Fargo July 2010 - Present
Bank of America August 2005 - September 2008
Skills
Mortgage Lending, Loans, Banking, Credit, Risk Management, Customer Service, Computer Science, Databases, Web Design, Web Development, Computer Language, Technology, Information Technology, Java, JavaScript, SQL, C++, HTML, XML, HTML 5, IDE, Business Analysis, Microsoft Office
Education
Baker College Center for Graduate Studies 2014 — 2017
Bachelor of Applied Science (B.A.Sc.), Database Technology
Baker College Center for Graduate Studies 2011 — 2014
Associate of Arts and Sciences (AAS), Computer Programming
Camille Sawdon's Bank of America Experience January 2002 - Present
Job Assistant Banking Center Manager at Bank of America
Industry
Experience
Bank of America January 2002 - Present
Bank of America January 2004 - October 2008
LaSalle Bank April 2003 - January 2004
Standard Federal Bank January 2002 - March 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Multi Tasking, Focus on Detail, Employee Training, Priority Setting, Microsoft Word, Outlook, Intrapersonal Skills, Public Speaking, Leadership, Team Leadership, Building High..., Building Relationships, Internal Controls, Customer Engagement, American Sign Language, Sign Language, Internet, Work in A Fast Paced..., Learning Quickly, Always Punctual, Always Willing to Learn
Education
Baker College of Auburn Hills 2010 — 2013
Associates of Applied Science, Sign Language Interpretation and Translation
Bank of America January 2002 - Present
Bank of America January 2004 - October 2008
LaSalle Bank April 2003 - January 2004
Standard Federal Bank January 2002 - March 2003
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Multi Tasking, Focus on Detail, Employee Training, Priority Setting, Microsoft Word, Outlook, Intrapersonal Skills, Public Speaking, Leadership, Team Leadership, Building High..., Building Relationships, Internal Controls, Customer Engagement, American Sign Language, Sign Language, Internet, Work in A Fast Paced..., Learning Quickly, Always Punctual, Always Willing to Learn
Education
Baker College of Auburn Hills 2010 — 2013
Associates of Applied Science, Sign Language Interpretation and Translation
Jimmy (Thanh) Nguyen's Bank of America Experience December 2006 - March 2010
Job Assistant Vice President; Portfolio Management Officer at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Bank of America December 2006 - March 2010
Sigma Pi Fraternity January 2003 - May 2004
Skills
PowerPoint, Outlook, Microsoft Office, Windows, Banking, Microsoft Excel, Microsoft Word, Internet Explorer, Client Development, System Monitoring, Portfolio Management, Credit Risk, Credit Analysis, Lines Of Credit, Risk Management, Operational Risk, Financial Analysis, Management, Credit, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of Rhode Island 2001 — 2005
Bachelor of Fine Art, Photography and Graphic/Media Design
Bank of America Merrill Lynch May 2014 - Present
Bank of America Merrill Lynch April 2010 - April 2014
Bank of America December 2006 - March 2010
Sigma Pi Fraternity January 2003 - May 2004
Skills
PowerPoint, Outlook, Microsoft Office, Windows, Banking, Microsoft Excel, Microsoft Word, Internet Explorer, Client Development, System Monitoring, Portfolio Management, Credit Risk, Credit Analysis, Lines Of Credit, Risk Management, Operational Risk, Financial Analysis, Management, Credit, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship and Finance
University of Rhode Island 2001 — 2005
Bachelor of Fine Art, Photography and Graphic/Media Design
Prasant Tangirala Prasant Tangirala's Bank of America Experience February 2015 - Present
Job Senior Vice President, Operational Risk and Compliance at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
The Learning Gate April 2014 - Present
Bank of America November 2012 - January 2015
Morgan Stanley Smith Barney April 2012 - November 2012
Bank of America June 2010 - January 2012
Blue Slate Solutions March 2009 - March 2010
Sapient March 2007 - January 2009
Keane Architecture Services August 2006 - March 2007
CTC Communications October 2001 - September 2004
Skills
Financial Services, Financial Forecasting, Business Intelligence, Analytics, Budget, Strategy, Business Analysis, Program Management, Project Management, Process Improvement, Business Development, Data Analysis, Business Strategy, Financial Modeling, Management Consulting, Vendor Management, Change Management, Strategic Planning, Leadership, Budgets, Cross-functional Team..., Entrepreneurship, Analysis, Start-ups, Management, Enterprise Software, Software Project...
Education
Babson College 2004 — 2006
MBA, Marketing and Entrepreneurship
New Jersey Institute of Technology 1998 — 2000
M.S, Electrical Engineering
R. V. College of Engineering, Bangalore
Bank of America February 2015 - Present
The Learning Gate April 2014 - Present
Bank of America November 2012 - January 2015
Morgan Stanley Smith Barney April 2012 - November 2012
Bank of America June 2010 - January 2012
Blue Slate Solutions March 2009 - March 2010
Sapient March 2007 - January 2009
Keane Architecture Services August 2006 - March 2007
CTC Communications October 2001 - September 2004
Skills
Financial Services, Financial Forecasting, Business Intelligence, Analytics, Budget, Strategy, Business Analysis, Program Management, Project Management, Process Improvement, Business Development, Data Analysis, Business Strategy, Financial Modeling, Management Consulting, Vendor Management, Change Management, Strategic Planning, Leadership, Budgets, Cross-functional Team..., Entrepreneurship, Analysis, Start-ups, Management, Enterprise Software, Software Project...
Education
Babson College 2004 — 2006
MBA, Marketing and Entrepreneurship
New Jersey Institute of Technology 1998 — 2000
M.S, Electrical Engineering
R. V. College of Engineering, Bangalore
Susan Rugnetta Susan Rugnetta's Bank of America Experience 1981 - 2000
Job Financial Planner
Industry Financial Services
Experience
Independent June 2014 - Present
Fidelity Investments 2004 - 2013
Gartner 2001 - 2004
Bank of America 1981 - 2000
Skills
Strategic Planning, Banking, Financial Services, FINRA, Mutual Funds, Series 63, Series 7, Financial Risk, Securities, Investments, Social Innovation, Portfolio Management, Risk Management
Education
Boston University 2014 — 2015
Certified Financial Planner Program, Financial Planning and Services
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Masters of Business Administration
Suffolk University 1978 — 1981
BSBA, Finance
Independent June 2014 - Present
Fidelity Investments 2004 - 2013
Gartner 2001 - 2004
Bank of America 1981 - 2000
Skills
Strategic Planning, Banking, Financial Services, FINRA, Mutual Funds, Series 63, Series 7, Financial Risk, Securities, Investments, Social Innovation, Portfolio Management, Risk Management
Education
Boston University 2014 — 2015
Certified Financial Planner Program, Financial Planning and Services
Babson College - Franklin W. Olin Graduate School of Business 2002 — 2004
MBA, Masters of Business Administration
Suffolk University 1978 — 1981
BSBA, Finance
Minerva Elsayed's Bank of America Experience 2005 - 2009
Job FSM, People's United Bank
Industry Banking
Experience
People's United Bank September 2013 - Present
M. H. Alshaya Co. September 2009 - May 2011
Bank of America 2005 - 2009
Bank of America November 2005 - May 2006
Citizens Bank January 2003 - February 2005
Citizens Bank January 2000 - January 2003
Skills
Sales Management, Direct Sales, Driving Sales..., International Sales, Goal-driven leader, Goal-oriented..., Banking, Investment Banking, Commercial Banking, Business Relationship..., Loans, Mortgage Banking, Customer Service, Business Development, Merchant Services, Visual Merchandising, Retail, Credit Cards, Retail Banking, Branch Banking, Management, Sales, Leadership, Credit, Relationship Management, Human Resources, Strategy, Deposits, Customer Retention, Customer Experience, Finance, Cross Selling, Financial Services, Investments, Commercial Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Branch Management, Cash Management, Portfolio Management, Mortgage Lending, Loan Origination, Executive Management, Risk Management, Home Equity Loans, Wealth Management, Series 63
Education
Babson College 2004 — 2004
Organizational Leadership
Medford High School
People's United Bank September 2013 - Present
M. H. Alshaya Co. September 2009 - May 2011
Bank of America 2005 - 2009
Bank of America November 2005 - May 2006
Citizens Bank January 2003 - February 2005
Citizens Bank January 2000 - January 2003
Skills
Sales Management, Direct Sales, Driving Sales..., International Sales, Goal-driven leader, Goal-oriented..., Banking, Investment Banking, Commercial Banking, Business Relationship..., Loans, Mortgage Banking, Customer Service, Business Development, Merchant Services, Visual Merchandising, Retail, Credit Cards, Retail Banking, Branch Banking, Management, Sales, Leadership, Credit, Relationship Management, Human Resources, Strategy, Deposits, Customer Retention, Customer Experience, Finance, Cross Selling, Financial Services, Investments, Commercial Lending, Small Business Lending, Credit Analysis, Lines Of Credit, Branch Management, Cash Management, Portfolio Management, Mortgage Lending, Loan Origination, Executive Management, Risk Management, Home Equity Loans, Wealth Management, Series 63
Education
Babson College 2004 — 2004
Organizational Leadership
Medford High School
Kevin McDevitt Kevin McDevitt's Bank of America Experience 1992 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America 1992 - Present
Fleet Bank August 1992 - June 2004
Shawmut Bank 1992 - 1996
Old Stone Bank 1980 - 1992
Skills
Real Estate, Workout, Loans, Small Business Lending, Finance, Commercial Real Estate, Asset, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Banking, Underwriting, Capital Markets, Corporate Finance, Cash Management, Private Equity, Financial Analysis, Financial Modeling
Education
Babson College 1979 — 1980
MBA, Finance
Providence College 1975 — 1979
BS, Business Administration
Bank of America 1992 - Present
Fleet Bank August 1992 - June 2004
Shawmut Bank 1992 - 1996
Old Stone Bank 1980 - 1992
Skills
Real Estate, Workout, Loans, Small Business Lending, Finance, Commercial Real Estate, Asset, Commercial Lending, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Banking, Underwriting, Capital Markets, Corporate Finance, Cash Management, Private Equity, Financial Analysis, Financial Modeling
Education
Babson College 1979 — 1980
MBA, Finance
Providence College 1975 — 1979
BS, Business Administration
Rashawn Russell's Bank of America Experience July 2013 - August 2013
Job Student at Babson College
Industry Financial Services
Experience
The Owners Group, Inc. June 2015 - August 2015
J.P. Morgan July 2014 - August 2014
Moody's Corporation October 2013 - June 2014
Pushcart Coffee September 2013 - November 2013
Bank of America July 2013 - August 2013
Empowerment Tutoring Agency April 2009 - June 2013
Rosenberg and Chesnov CPA LPP October 2012 - May 2013
Skills
Leadership, Financial Analysis, Corporate Finance, Finance, Teamwork, Financial Modeling, Data Analysis, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Time Management
Education
Babson College 2014 — 2018
Bachelor of Science (B.S.), Finance
High School for Economics and Finance 2010 — 2014
Advanced Regents with Honors, Business, 4.0
Calabar High School 2007 — 2010
The Owners Group, Inc. June 2015 - August 2015
J.P. Morgan July 2014 - August 2014
Moody's Corporation October 2013 - June 2014
Pushcart Coffee September 2013 - November 2013
Bank of America July 2013 - August 2013
Empowerment Tutoring Agency April 2009 - June 2013
Rosenberg and Chesnov CPA LPP October 2012 - May 2013
Skills
Leadership, Financial Analysis, Corporate Finance, Finance, Teamwork, Financial Modeling, Data Analysis, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Time Management
Education
Babson College 2014 — 2018
Bachelor of Science (B.S.), Finance
High School for Economics and Finance 2010 — 2014
Advanced Regents with Honors, Business, 4.0
Calabar High School 2007 — 2010
Keith Vercauteren Keith Vercauteren's Bank of America Experience 1998 - 2009
Job Managing Director Division Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2009 - Present
Bank of America 1998 - 2009
Filene's 1995 - 1998
Skills
Corporate Finance, Bankruptcy, Banking, Mergers & Acquisitions, Business Loans, Business Turn-arounds, Commercial Banking, Management, Retail, Multi-channel Retail, Online Retail, Asset Based Lending, Leveraged Finance, Underwriting, Finance, Commercial Lending, Credit Analysis, Structured Finance, Loans, Capital Markets, Private Equity, Portfolio Management, Mortgage Lending, Credit, Series 7, Investments, Financial Services, Wealth Management, Risk Management, Securities, Credit Risk
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's degree, Finance, General
Babson College
Master of Business Administration (MBA), Finance, General
Wells Fargo July 2009 - Present
Bank of America 1998 - 2009
Filene's 1995 - 1998
Skills
Corporate Finance, Bankruptcy, Banking, Mergers & Acquisitions, Business Loans, Business Turn-arounds, Commercial Banking, Management, Retail, Multi-channel Retail, Online Retail, Asset Based Lending, Leveraged Finance, Underwriting, Finance, Commercial Lending, Credit Analysis, Structured Finance, Loans, Capital Markets, Private Equity, Portfolio Management, Mortgage Lending, Credit, Series 7, Investments, Financial Services, Wealth Management, Risk Management, Securities, Credit Risk
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor's degree, Finance, General
Babson College
Master of Business Administration (MBA), Finance, General
Claudia Helguero's Bank of America Experience September 2004 - May 2013
Job SVP Senior Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
Bank of America Merrill Lynch March 2015 - Present
Wells Fargo September 2013 - May 2014
Bank of America September 2004 - May 2013
Bank of America June 2001 - August 2004
Hamilton Bank June 1995 - January 2000
Barnett Bank, N.A. October 1992 - June 1995
State Street Bank July 1990 - September 1992
Banco de Credito del Peru - BCP July 1986 - July 1987
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1989
Master of Business Administration (MBA), Marketing & Finance
Boston College 1982 — 1985
Bachelor of Arts (BA), Economics
Jo Griffiths Jo Griffiths's Bank of America Experience June 2011 - February 2014
Job Strategic Marketing Consultant
Industry Financial Services
Experience
Bank of America June 2011 - February 2014
Bank of America Merrill Lynch May 2010 - August 2010
Fidelity Investments February 2008 - March 2010
Fidelity Investments November 2006 - February 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments January 2001 - September 2005
Laura Ashley USA October 2000 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA
Troy University 1997 — 1999
BS
Bank of America June 2011 - February 2014
Bank of America Merrill Lynch May 2010 - August 2010
Fidelity Investments February 2008 - March 2010
Fidelity Investments November 2006 - February 2008
Fidelity Investments September 2005 - October 2006
Fidelity Investments January 2001 - September 2005
Laura Ashley USA October 2000 - December 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2008
MBA
Troy University 1997 — 1999
BS
Enrique Hugo Orizondo's Bank of America Experience July 2008 - June 2009
Job Senior Auditor at Carnival Corporation & PLC
Industry Financial Services
Experience
Carnival Corporation May 2013 - Present
Brooks International February 2012 - October 2012
Amadeus North America, Inc. July 2011 - February 2012
Bank of America July 2008 - June 2009
Bank of America July 2007 - June 2008
Florida International University January 2004 - May 2007
G & G Real Estate Group Inc. 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Analysis, Due Diligence, Process Improvement, Management Consulting, Business Strategy, Business Process..., Finance, Sales, Entrepreneurship, Competitive Analysis, Financial Reporting, Investments, Strategy, Business Planning, Analysis, Operations Management, Management, Consulting, Leadership, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Entrepreneurship
Florida International University - College of Business Administration 2003 — 2007
BBA, Finance
Carnival Corporation May 2013 - Present
Brooks International February 2012 - October 2012
Amadeus North America, Inc. July 2011 - February 2012
Bank of America July 2008 - June 2009
Bank of America July 2007 - June 2008
Florida International University January 2004 - May 2007
G & G Real Estate Group Inc. 2005 - 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Data Analysis, Business Analysis, Due Diligence, Process Improvement, Management Consulting, Business Strategy, Business Process..., Finance, Sales, Entrepreneurship, Competitive Analysis, Financial Reporting, Investments, Strategy, Business Planning, Analysis, Operations Management, Management, Consulting, Leadership, Corporate Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Entrepreneurship
Florida International University - College of Business Administration 2003 — 2007
BBA, Finance
Justin Catalano, CFP®'s Bank of America Experience March 2007 - April 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Citizens Bank June 2012 - May 2014
Citizens Bank April 2011 - June 2012
Citizens Bank September 2009 - April 2011
Bank of America March 2007 - April 2009
H&R Block Mortgage December 2004 - February 2007
Education
Boston University 2010 — 2013
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2008
Plymouth State University 1996 — 2000
Bachelor of Science degree, Business Administration, Business Management, Economics, Finance, GPA of 3.98
TIAA-CREF May 2014 - Present
Citizens Bank June 2012 - May 2014
Citizens Bank April 2011 - June 2012
Citizens Bank September 2009 - April 2011
Bank of America March 2007 - April 2009
H&R Block Mortgage December 2004 - February 2007
Education
Boston University 2010 — 2013
Certificate in Financial Planning
Babson College - Franklin W. Olin Graduate School of Business 2007 — 2008
Plymouth State University 1996 — 2000
Bachelor of Science degree, Business Administration, Business Management, Economics, Finance, GPA of 3.98
Evan Israelson's Bank of America Experience January 1997 - May 2004
Job VP at People's United Bank
Industry Financial Services
Experience
People's United Bank May 2012 - Present
Wells Fargo October 2008 - May 2012
Sovereign Bank February 2006 - October 2008
Webster Bank May 2004 - January 2006
Bank of America January 1997 - May 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA)
Framingham State College 1987 — 1993
Bachelor's degree, Economics
FNHS Class of 87
FNHS Class of 87
FNHS Class of 87
People's United Bank May 2012 - Present
Wells Fargo October 2008 - May 2012
Sovereign Bank February 2006 - October 2008
Webster Bank May 2004 - January 2006
Bank of America January 1997 - May 2004
Education
Babson College - Franklin W. Olin Graduate School of Business 1993 — 1997
Master of Business Administration (MBA)
Framingham State College 1987 — 1993
Bachelor's degree, Economics
FNHS Class of 87
FNHS Class of 87
FNHS Class of 87
Jordan Puckett Jordan Puckett's Bank of America Experience October 2011 - February 2013
Job Receptionist, Work Study, Baker College of Auburn Hills
Industry Banking
Experience
Posey Transport Group June 2014 - Present
Baker College October 2013 - September 2014
Bank of America October 2011 - February 2013
Subway March 2009 - October 2011
Skills
Banking, Customer Satisfaction, Hiring Practices, Scheduling Management, Cash Handling Experience, Phone Etiquette, Organizational..., Customer Experience, CRM, Microsoft Office, Sales, Cash Handling, Training, Management, Customer Service
Education
Baker College of Auburn Hills 2007 — 2014
Associate of Science (A.S.), Human Service
Posey Transport Group June 2014 - Present
Baker College October 2013 - September 2014
Bank of America October 2011 - February 2013
Subway March 2009 - October 2011
Skills
Banking, Customer Satisfaction, Hiring Practices, Scheduling Management, Cash Handling Experience, Phone Etiquette, Organizational..., Customer Experience, CRM, Microsoft Office, Sales, Cash Handling, Training, Management, Customer Service
Education
Baker College of Auburn Hills 2007 — 2014
Associate of Science (A.S.), Human Service
Kristen Holihan Kristen Holihan's Bank of America Experience July 2014 - Present
Job at
Industry Banking
Experience
Bank of America July 2014 - Present
Bank of America June 2012 - July 2014
Bank of America June 2011 - August 2011
.406 Ventures June 2011 - August 2011
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Credit Risk, Financial Analysis, Commercial Lending, Financial Modeling, Capital Markets, Risk Management, Loan Origination, Financial Risk
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Universitat Pompeu Fabra 2011 — 2011
Coursework in International Business and Spanish
Central Bucks East High School 2005 — 2008
Bank of America July 2014 - Present
Bank of America June 2012 - July 2014
Bank of America June 2011 - August 2011
.406 Ventures June 2011 - August 2011
Skills
Banking, Credit, Loans, Credit Analysis, Commercial Banking, Credit Risk, Financial Analysis, Commercial Lending, Financial Modeling, Capital Markets, Risk Management, Loan Origination, Financial Risk
Education
Babson College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Universitat Pompeu Fabra 2011 — 2011
Coursework in International Business and Spanish
Central Bucks East High School 2005 — 2008
Kevin Gretka Kevin Gretka's Bank of America Experience October 1997 - May 2006
Job IT Business Analyst USA, Canada, Mexico Dealership Systems (GSM IT: Service Experience & eCommerce)
Industry Information Technology and Services
Experience
General Motors January 2013 - Present
NDeX June 2010 - January 2013
BCBSM June 2009 - June 2010
Kelly Services Inc. May 2006 - November 2008
Bank of America October 1997 - May 2006
Fanuc Robotics October 1996 - October 1997
EDS June 1994 - October 1996
Skills
Business Analysis, Requirements Analysis, Business Process, Customer Relations, Problem Solving, Testing, Analysis, Business Intelligence, Troubleshooting, Vendor Relations, Process Improvement, Business Requirements, Vendor Management, Requirements Gathering, Documentation, Requirements Management, Data Analysis, Software Project..., Business Process..., Software Documentation, Project Management, Databases, Salesforce.com, SDLC
Education
Davenport University 1997 — 2000
Bachelors, CIS \ Business Mgt.
Baker College of Auburn Hills 1993 — 1997
Associate CIS\Acct, CIS
General Motors January 2013 - Present
NDeX June 2010 - January 2013
BCBSM June 2009 - June 2010
Kelly Services Inc. May 2006 - November 2008
Bank of America October 1997 - May 2006
Fanuc Robotics October 1996 - October 1997
EDS June 1994 - October 1996
Skills
Business Analysis, Requirements Analysis, Business Process, Customer Relations, Problem Solving, Testing, Analysis, Business Intelligence, Troubleshooting, Vendor Relations, Process Improvement, Business Requirements, Vendor Management, Requirements Gathering, Documentation, Requirements Management, Data Analysis, Software Project..., Business Process..., Software Documentation, Project Management, Databases, Salesforce.com, SDLC
Education
Davenport University 1997 — 2000
Bachelors, CIS \ Business Mgt.
Baker College of Auburn Hills 1993 — 1997
Associate CIS\Acct, CIS
Lionel Richardson, MBA, PMP®'s Bank of America Experience January 2001 - July 2004
Job Project Manager Contractor at PwC via Stefanini
Industry Accounting
Experience
PwC April 2015 - Present
Citi August 2012 - December 2014
Citigroup May 2009 - October 2011
JPMorgan Chase August 2004 - August 2008
Bank of America January 2001 - July 2004
Bank of America January 2000 - December 2000
State Street Global Advisors January 1998 - December 1998
BNY Mellon October 1995 - January 1998
Skills
PMP, Compliance, Risk Management, Offshore Project..., Essbase, Business Objects, Strategic Planning, SAP, Microsoft Office, Budgeting, Project Portfolio..., Financial Reporting, Banking, SOX, Hyperion Enterprise, Windows 2000/XP, UNIX, (Oracle Solaris,..., LAN-WAN, TCP/IP, Cisco Routers, VoIP, Wireless Networking, Oracle 9i, Oracle Application..., Microsoft SQL Server, Access, IBM DB2, Sybase Adaptive Server, Visual Basic, Perl, HTML, JavaScript, Project Management, Budgets, Sarbanes-Oxley Act, Analysis, DB2, Requirements Analysis, Oracle, Business Analysis, Management, SDLC, Integration, Finance, Forecasting, Systems Engineering, Portfolio Management, Financial Services, Business Process, Financial Analysis
Education
Project Management Institute 2011 — 2011
PMP, Project Management
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
University of Massachusetts Boston
BA, Economics
PwC April 2015 - Present
Citi August 2012 - December 2014
Citigroup May 2009 - October 2011
JPMorgan Chase August 2004 - August 2008
Bank of America January 2001 - July 2004
Bank of America January 2000 - December 2000
State Street Global Advisors January 1998 - December 1998
BNY Mellon October 1995 - January 1998
Skills
PMP, Compliance, Risk Management, Offshore Project..., Essbase, Business Objects, Strategic Planning, SAP, Microsoft Office, Budgeting, Project Portfolio..., Financial Reporting, Banking, SOX, Hyperion Enterprise, Windows 2000/XP, UNIX, (Oracle Solaris,..., LAN-WAN, TCP/IP, Cisco Routers, VoIP, Wireless Networking, Oracle 9i, Oracle Application..., Microsoft SQL Server, Access, IBM DB2, Sybase Adaptive Server, Visual Basic, Perl, HTML, JavaScript, Project Management, Budgets, Sarbanes-Oxley Act, Analysis, DB2, Requirements Analysis, Oracle, Business Analysis, Management, SDLC, Integration, Finance, Forecasting, Systems Engineering, Portfolio Management, Financial Services, Business Process, Financial Analysis
Education
Project Management Institute 2011 — 2011
PMP, Project Management
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1999
MBA, Finance
University of Massachusetts Boston
BA, Economics
Mike Cullinane's Bank of America Experience February 2008 - November 2010
Job Senior Commercial Operations Strategist at Smith & Nephew
Industry Information Technology and Services
Experience
Sonus May 2013 - November 2013
On Sabbatical December 2011 - April 2013
Boston Scientific November 2010 - October 2011
Bank of America February 2008 - November 2010
Boston Scientific May 1999 - February 2008
American Express January 1998 - May 1999
Nilon Sports January 1996 - January 1998
Press Ganey August 1994 - January 1996
Skills
ASP.NET, VB.NET, SQL, SQL Server Management..., Visual Studio, Microsoft SQL Server, Stored Procedures, Nested Subqueries, Marketing Analytics, Microsoft Access, Visual Basic, VBA, VBA Modules, Object Modelling, Data Normalization, Referential Integrity, Unstructured Data, Relational Data Modeling, Sales Automation, IMS data, Sales Operations, Sales Contests, Territory Alignment, Account Transfers, Sales Plan Management, Account Segmentation, Endoscopy, Neurovascular, Trade Shows, Oracle Discoverer, Salesforce.com, Medical Devices, Sales, Cross-functional Team..., Access, Management, Sales Analysis, Strategic Planning
Education
Yale University 1990 — 1994
Bachelor of Arts (B.A.), Biology
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Sonus May 2013 - November 2013
On Sabbatical December 2011 - April 2013
Boston Scientific November 2010 - October 2011
Bank of America February 2008 - November 2010
Boston Scientific May 1999 - February 2008
American Express January 1998 - May 1999
Nilon Sports January 1996 - January 1998
Press Ganey August 1994 - January 1996
Skills
ASP.NET, VB.NET, SQL, SQL Server Management..., Visual Studio, Microsoft SQL Server, Stored Procedures, Nested Subqueries, Marketing Analytics, Microsoft Access, Visual Basic, VBA, VBA Modules, Object Modelling, Data Normalization, Referential Integrity, Unstructured Data, Relational Data Modeling, Sales Automation, IMS data, Sales Operations, Sales Contests, Territory Alignment, Account Transfers, Sales Plan Management, Account Segmentation, Endoscopy, Neurovascular, Trade Shows, Oracle Discoverer, Salesforce.com, Medical Devices, Sales, Cross-functional Team..., Access, Management, Sales Analysis, Strategic Planning
Education
Yale University 1990 — 1994
Bachelor of Arts (B.A.), Biology
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Ragab Abdel's Bank of America Experience August 1991 - May 2004
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage July 2010 - Present
Bank of America August 1991 - May 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
Alexanderia University,Egypt, Accounting and Finance
Coldwell Banker Residential Brokerage July 2010 - Present
Bank of America August 1991 - May 2004
Education
Babson College - Franklin W. Olin Graduate School of Business
Alexanderia University,Egypt, Accounting and Finance
Thomas Farley Thomas Farley's Bank of America Experience January 1990 - May 2009
Job Senior Vice President and Senior Credit Officer at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank September 2014 - Present
RBS Citizens Financial Group May 2009 - September 2014
Bank of America January 1990 - May 2009
Bank of New England October 1979 - January 1990
Skills
Commercial Banking, Credit Risk, Relationship Management, Portfolio Management, Credit, Commercial Lending, CRM, Risk Management, Banking, Financial Analysis, Corporate Finance, Credit Analysis, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
Middlesex Savings Bank September 2014 - Present
RBS Citizens Financial Group May 2009 - September 2014
Bank of America January 1990 - May 2009
Bank of New England October 1979 - January 1990
Skills
Commercial Banking, Credit Risk, Relationship Management, Portfolio Management, Credit, Commercial Lending, CRM, Risk Management, Banking, Financial Analysis, Corporate Finance, Credit Analysis, Financial Risk
Education
Babson College - Franklin W. Olin Graduate School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
University of Massachusetts Boston 1979 — 1983
Bachelor of Business Administration (BBA), Finance, General
William Rurode's Bank of America Experience April 1980 - October 2007
Job Senior Vice President at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens 2009 - Present
Saas Capital October 2007 - March 2009
Bank of America April 1980 - October 2007
FleetFinancial 1991 - 2003
Education
Babson College 1974 — 1978
bs, Finance & Investments
RBS Citizens 2009 - Present
Saas Capital October 2007 - March 2009
Bank of America April 1980 - October 2007
FleetFinancial 1991 - 2003
Education
Babson College 1974 — 1978
bs, Finance & Investments
Laura Kieler Laura Kieler's Bank of America Experience 2003 - 2005
Job
Industry Law Practice
Experience
Warner Law Firm June 2011 - Present
Mammina & Ajlouny, P.C. 2008 - 2010
Fox 2 Detroit - Human Capital Staffing 2007 - 2008
Charles Taunt & Associates 2005 - 2007
Bank of America 2003 - 2005
Skills
Courts, Legal Assistance, Legal Research, Legal Writing, Westlaw
Education
Baker College Business and Corporate Services 2003 — 2007
Business Administration, Paralegal
Warner Law Firm June 2011 - Present
Mammina & Ajlouny, P.C. 2008 - 2010
Fox 2 Detroit - Human Capital Staffing 2007 - 2008
Charles Taunt & Associates 2005 - 2007
Bank of America 2003 - 2005
Skills
Courts, Legal Assistance, Legal Research, Legal Writing, Westlaw
Education
Baker College Business and Corporate Services 2003 — 2007
Business Administration, Paralegal
Patrick Annese's Bank of America Experience November 2008 - June 2012
Job Vice President, Relationship Manager at TD Bank
Industry Banking
Experience
TD Bank November 2013 - Present
Bay Colony Development Corp. July 2012 - October 2013
Bank of America November 2008 - June 2012
Sovereign Bank June 2006 - October 2008
Bank of America July 2001 - May 2006
Skills
Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Commercial Mortgages, Mortgage Lending, Loan Origination, Treasury Management, Consumer Lending, Asset Based Lending, Lines Of Credit
Education
Babson College 1997 — 2001
B.S. in Business Administration, Finance
TD Bank November 2013 - Present
Bay Colony Development Corp. July 2012 - October 2013
Bank of America November 2008 - June 2012
Sovereign Bank June 2006 - October 2008
Bank of America July 2001 - May 2006
Skills
Commercial Banking, Commercial Lending, Commercial Real Estate, Credit, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Commercial Mortgages, Mortgage Lending, Loan Origination, Treasury Management, Consumer Lending, Asset Based Lending, Lines Of Credit
Education
Babson College 1997 — 2001
B.S. in Business Administration, Finance
Tina Opie (Pittman) Tina Opie (Pittman)'s Bank of America Experience 1993 - 1997
Job Assistant Professor at Babson College
Industry Research
Experience
Babson College 2010 - Present
A.T. Kearney 2000 - 2003
Bank of America 1993 - 1997
Skills
Research, Non-profits, Staff Development, Retail, Strategic Planning, Entrepreneurship, Public Speaking, Business Strategy, Management Consulting, Coaching, Leadership Development, Marketing Strategy, Teaching, Market Research, Project Management, Change Management, Event Planning, Team Building, Consulting, Project Planning, Nonprofits, Data Analysis, Fundraising, Student Affairs, Higher Education, Human Resources, Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2010
PhD, Management (Organizational Behavior)
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Business Management
James Madison University 1989 — 1993
BBA, Business
Babson College
West Potomac High School
West Potomac High School!
Babson College 2010 - Present
A.T. Kearney 2000 - 2003
Bank of America 1993 - 1997
Skills
Research, Non-profits, Staff Development, Retail, Strategic Planning, Entrepreneurship, Public Speaking, Business Strategy, Management Consulting, Coaching, Leadership Development, Marketing Strategy, Teaching, Market Research, Project Management, Change Management, Event Planning, Team Building, Consulting, Project Planning, Nonprofits, Data Analysis, Fundraising, Student Affairs, Higher Education, Human Resources, Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2010
PhD, Management (Organizational Behavior)
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Business Management
James Madison University 1989 — 1993
BBA, Business
Babson College
West Potomac High School
West Potomac High School!
Kyiesha Lewis Kyiesha Lewis's Bank of America Experience July 2005 - April 2009
Job Attended Baker College of Allen Park
Industry Human Resources
Experience
Credit Acceptance May 2013 - Present
Bank of America July 2005 - April 2009
Skills
Applicant Tracking..., Banking, Benefits Administration, College Recruiting, Credit, Credit Analysis, Customer Service, Employee Benefits, Employee Relations, Employee Training, FMLA, Finance, Financial Analysis, HRIS, Human Resources, Interviews, Microsoft Office, Microsoft Word, New Hire Orientations, Onboarding, Outlook, Payroll, PeopleSoft, Performance Management, Process Improvement, Recruiting, Retail Banking, Risk Management, Talent Acquisition, Teamwork, Training
Education
Baker College of Allen Park 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 3.9
Baker College of Allen Park 2009 — 2011
Associate of Business, Management, 3.79
Credit Acceptance May 2013 - Present
Bank of America July 2005 - April 2009
Skills
Applicant Tracking..., Banking, Benefits Administration, College Recruiting, Credit, Credit Analysis, Customer Service, Employee Benefits, Employee Relations, Employee Training, FMLA, Finance, Financial Analysis, HRIS, Human Resources, Interviews, Microsoft Office, Microsoft Word, New Hire Orientations, Onboarding, Outlook, Payroll, PeopleSoft, Performance Management, Process Improvement, Recruiting, Retail Banking, Risk Management, Talent Acquisition, Teamwork, Training
Education
Baker College of Allen Park 2011 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services, 3.9
Baker College of Allen Park 2009 — 2011
Associate of Business, Management, 3.79
Piotr Lukasinski Piotr Lukasinski's Bank of America Experience September 2010 - May 2011
Job Project Consultant at Santander (Isban US)
Industry Financial Services
Experience
Santander May 2011 - Present
Bank of America September 2010 - May 2011
Bank of New York Mellon April 2008 - June 2010
Investors Bank & Trust August 2006 - November 2007
Mellon Financial Corporation July 2003 - August 2006
Bank BPH (HVB Group) November 2002 - May 2003
BRE Bank (mBank) March 2002 - November 2002
Skills
Business Analysis, Risk Management, Management, Strategy, Integration, Project Management, Process Improvement, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2009
MBA, Management, 3.79
Warsaw School of Economics 1994 — 1999
Master’s Degree, International Business and Political Relations
Santander May 2011 - Present
Bank of America September 2010 - May 2011
Bank of New York Mellon April 2008 - June 2010
Investors Bank & Trust August 2006 - November 2007
Mellon Financial Corporation July 2003 - August 2006
Bank BPH (HVB Group) November 2002 - May 2003
BRE Bank (mBank) March 2002 - November 2002
Skills
Business Analysis, Risk Management, Management, Strategy, Integration, Project Management, Process Improvement, Business Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2009
MBA, Management, 3.79
Warsaw School of Economics 1994 — 1999
Master’s Degree, International Business and Political Relations
James Saturne, MSA, MBA'16 James Saturne, MSA, MBA'16's Bank of America Experience March 2007 - December 2008
Job MBA candidate at Babson College Franklin W. Olin Graduate School of Business
Industry Accounting
Experience
Saturne Tax & Accounting Services January 2015 - Present
Citizens Bank March 2013 - Present
Deloitte & Touche, LLP June 2011 - February 2013
City Globe Tax & Financial Services January 2010 - May 2011
Jean-Patrick Romain CPA, MST January 2010 - April 2010
Bank of America March 2007 - December 2008
Citizens Bank November 2000 - February 2007
Skills
Series 6, Series 63, Financial Analysis, Accounting, Asset Managment, Auditing, Securities, Financial Planning, Financial Services, Mutual Funds, Corporate Finance, Financial Statements, Banking, Finance, Investments, Insurance, Tax, Portfolio Management, Management, Financial Reporting, Internal Audit
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Corporate Finance and Investments, 3.70/4.00
University of Massachusetts Boston 2008 — 2011
MSA, Accounting
Brandeis University 2000 — 2004
Bachelor of Arts, Economics
Concord Carlisle
Saturne Tax & Accounting Services January 2015 - Present
Citizens Bank March 2013 - Present
Deloitte & Touche, LLP June 2011 - February 2013
City Globe Tax & Financial Services January 2010 - May 2011
Jean-Patrick Romain CPA, MST January 2010 - April 2010
Bank of America March 2007 - December 2008
Citizens Bank November 2000 - February 2007
Skills
Series 6, Series 63, Financial Analysis, Accounting, Asset Managment, Auditing, Securities, Financial Planning, Financial Services, Mutual Funds, Corporate Finance, Financial Statements, Banking, Finance, Investments, Insurance, Tax, Portfolio Management, Management, Financial Reporting, Internal Audit
Education
Babson College - Franklin W. Olin Graduate School of Business 2015 — 2017
Master of Business Administration (MBA), Corporate Finance and Investments, 3.70/4.00
University of Massachusetts Boston 2008 — 2011
MSA, Accounting
Brandeis University 2000 — 2004
Bachelor of Arts, Economics
Concord Carlisle
Andy Weedman Andy Weedman's Bank of America Experience January 2003 - Present
Job Vice President; Lead Software Developer; Certified ScrumMaster
Industry Banking
Experience
Bank of America January 2003 - Present
Bank of America 2001 - 2003
Willis Music January 1999 - September 2001
Skills
Agile Methodologies, Scrum, SDLC, Agile & Waterfall..., Agile Application..., Kanban, Rally, Microsoft SQL Server, SQL, .NET, ASP.NET, C#, DevOps, TFS, RedGate, Performance Testing, Banking, Business Analysis, Process Improvement, Vendor Management, Visio, Risk Management, Mortgage Banking, Project Management, Mortgage Lending, Software Project..., Change Management, Management, Mortgage Servicing, Program Management, JavaScript, Java, Visual Studio, Eclipse, Pega PRPC
Education
Baker College Center for Graduate Studies 2004 — 2008
Bachelor's degree, Computer Science, Magna Cum Laude
Bullitt Central 1996 — 2000
Diploma, Extended Program
Bank of America January 2003 - Present
Bank of America 2001 - 2003
Willis Music January 1999 - September 2001
Skills
Agile Methodologies, Scrum, SDLC, Agile & Waterfall..., Agile Application..., Kanban, Rally, Microsoft SQL Server, SQL, .NET, ASP.NET, C#, DevOps, TFS, RedGate, Performance Testing, Banking, Business Analysis, Process Improvement, Vendor Management, Visio, Risk Management, Mortgage Banking, Project Management, Mortgage Lending, Software Project..., Change Management, Management, Mortgage Servicing, Program Management, JavaScript, Java, Visual Studio, Eclipse, Pega PRPC
Education
Baker College Center for Graduate Studies 2004 — 2008
Bachelor's degree, Computer Science, Magna Cum Laude
Bullitt Central 1996 — 2000
Diploma, Extended Program
Jennifer Kopka Jennifer Kopka's Bank of America Experience September 2009 - January 2010
Job Financial Freedom
Industry Financial Services
Experience
Financial Freedom August 2015 - Present
Financial Freedom August 2014 - Present
Seton Healthcare Family October 2012 - July 2014
Randstad Work Solutions September 2011 - April 2012
Seton Healthcare Family July 2012 - 2012
Xerox June 2009 - July 2011
Bank of America September 2009 - January 2010
Wealth Advisory Group January 2007 - June 2009
Benchmark Home Loans / Davis Financial Group November 2004 - January 2007
U.S. Army November 2001 - November 2003
Skills
Microsoft Office, QuickBooks, ACT!, Seibel, MSP430, LPS, Maestro, WebEx, WPII, Outstanding time..., Highly Detailed, Work Well Independently, Expert Communicator, Process Improvement, Best Practices, Computer Proficiency, Investigation, Forensic Accounting, Finance, Auditing, Banking, Time Management
Education
Baker College Business and Corporate Services 2008 — 2012
BA, Finance
University of Michigan 2006 — 2008
Business Administration
Financial Freedom August 2015 - Present
Financial Freedom August 2014 - Present
Seton Healthcare Family October 2012 - July 2014
Randstad Work Solutions September 2011 - April 2012
Seton Healthcare Family July 2012 - 2012
Xerox June 2009 - July 2011
Bank of America September 2009 - January 2010
Wealth Advisory Group January 2007 - June 2009
Benchmark Home Loans / Davis Financial Group November 2004 - January 2007
U.S. Army November 2001 - November 2003
Skills
Microsoft Office, QuickBooks, ACT!, Seibel, MSP430, LPS, Maestro, WebEx, WPII, Outstanding time..., Highly Detailed, Work Well Independently, Expert Communicator, Process Improvement, Best Practices, Computer Proficiency, Investigation, Forensic Accounting, Finance, Auditing, Banking, Time Management
Education
Baker College Business and Corporate Services 2008 — 2012
BA, Finance
University of Michigan 2006 — 2008
Business Administration
Yulkendy Valdez's Bank of America Experience June 2013 - July 2013
Job CoFounder of Project 99
Industry Management Consulting
Experience
EY May 2015 - July 2015
Betty Jean Kerr People's Health Centers Family of Corporations June 2014 - August 2014
Bank of America June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Public Speaking, Teamwork, Social Media, English, Windows, Entrepreneurship, Market Research, Nonprofits, Project Management
Education
Babson College 2013 — 2017
Bachelor of Business Administration (BBA), Global Business Management and Social Responsibility
Babson BRIC: The Cornerstone of the New Global Economy 2015 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Global Business Management
EY May 2015 - July 2015
Betty Jean Kerr People's Health Centers Family of Corporations June 2014 - August 2014
Bank of America June 2013 - July 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Public Speaking, Teamwork, Social Media, English, Windows, Entrepreneurship, Market Research, Nonprofits, Project Management
Education
Babson College 2013 — 2017
Bachelor of Business Administration (BBA), Global Business Management and Social Responsibility
Babson BRIC: The Cornerstone of the New Global Economy 2015 — 2015
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies, Global Business Management
Robert DeCosta's Bank of America Experience September 2005 - August 2008
Job Operational Risk Executive at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America September 2005 - August 2008
Bank of America January 2004 - September 2005
Fleet Boston Financial January 2002 - January 2004
Fleet Bank April 1997 - January 2002
Coopers & Lybrand, LLP October 1992 - April 1997
Skills
Operational Risk..., Risk Assessment, IT Risk Management, Risk Management, Financial Services, operational loss..., Scenario Analysis, Vendor Management, Banking, Wealth management..., IT Audit, Wealth management audit, Divestitures, mergers & transitions, Six Sigma, IT Strategy, Business Analysis, Process Improvement, Project Management, Change Management, SDLC, Testing, Quality Assurance, Risk reporting, Key Risk..., Regulatory Compliance, Regulator exam..., Financial Risk
Education
Babson College 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems
Bank of America Merrill Lynch April 2010 - Present
Bank of America Merrill Lynch August 2008 - April 2010
Bank of America September 2005 - August 2008
Bank of America January 2004 - September 2005
Fleet Boston Financial January 2002 - January 2004
Fleet Bank April 1997 - January 2002
Coopers & Lybrand, LLP October 1992 - April 1997
Skills
Operational Risk..., Risk Assessment, IT Risk Management, Risk Management, Financial Services, operational loss..., Scenario Analysis, Vendor Management, Banking, Wealth management..., IT Audit, Wealth management audit, Divestitures, mergers & transitions, Six Sigma, IT Strategy, Business Analysis, Process Improvement, Project Management, Change Management, SDLC, Testing, Quality Assurance, Risk reporting, Key Risk..., Regulatory Compliance, Regulator exam..., Financial Risk
Education
Babson College 1988 — 1992
Bachelor of Science (B.S.), Management Information Systems
William Fideli's Bank of America Experience 1995 - 1996
Job Founder, Managing Partner at William Fideli Investments
Industry Real Estate
Experience
William Fideli Investments August 2009 - Present
Ceres Partners September 2010 - June 2013
Taurus Corporate Properties September 2006 - March 2009
CRIC Capital, LLC 2004 - 2006
FBR June 1998 - July 2002
Tucker Anthony (now RBC Capital Markets) December 1996 - June 1998
Bank of America 1995 - 1996
Skills
Due Diligence, Mergers, Valuation, Asset Managment, Private Equity, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Acquisitions, Strategy, Financial Structuring, Investment Properties, Business Development, Finance, Portfolio Management, Leases, Business Planning, Hedge Funds, Equities, Joint Ventures, Real Estate Private..., Venture Capital, Real Estate Economics, Financial Services, Alternative Investments, Capital Raising, Corporate Development, Investment Banking, Financial Modeling, Disposition, Private Placements, Real Estate Financing, Dispositions
Education
University of Notre Dame 1991 — 1995
BBA, Finance and Sociology
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
William Fideli Investments August 2009 - Present
Ceres Partners September 2010 - June 2013
Taurus Corporate Properties September 2006 - March 2009
CRIC Capital, LLC 2004 - 2006
FBR June 1998 - July 2002
Tucker Anthony (now RBC Capital Markets) December 1996 - June 1998
Bank of America 1995 - 1996
Skills
Due Diligence, Mergers, Valuation, Asset Managment, Private Equity, Asset Management, Mergers & Acquisitions, Investments, Real Estate, Acquisitions, Strategy, Financial Structuring, Investment Properties, Business Development, Finance, Portfolio Management, Leases, Business Planning, Hedge Funds, Equities, Joint Ventures, Real Estate Private..., Venture Capital, Real Estate Economics, Financial Services, Alternative Investments, Capital Raising, Corporate Development, Investment Banking, Financial Modeling, Disposition, Private Placements, Real Estate Financing, Dispositions
Education
University of Notre Dame 1991 — 1995
BBA, Finance and Sociology
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Francesca Tocco's Bank of America Experience September 2006 - November 2014
Job Customer Service Assistant Manager at Rizzo Environmental Services, Inc.
Industry Banking
Experience
Rizzo Environmental Services, Inc. November 2014 - Present
Bank of America September 2006 - November 2014
New Line, INC August 2005 - September 2006
Skills
Banking, Commercial Banking, Credit, Loans, Mortgage Lending
Education
Baker College of Clinton Township 2009 — 2019
still in progress, Human Resources Management and Services
Baker College of Clinton Township 2010 — 2013
Human Resources Management/Personnel Administration, General
Rizzo Environmental Services, Inc. November 2014 - Present
Bank of America September 2006 - November 2014
New Line, INC August 2005 - September 2006
Skills
Banking, Commercial Banking, Credit, Loans, Mortgage Lending
Education
Baker College of Clinton Township 2009 — 2019
still in progress, Human Resources Management and Services
Baker College of Clinton Township 2010 — 2013
Human Resources Management/Personnel Administration, General
Willie Lewis III's Bank of America Experience May 2008 - February 2009
Job Business Development Manager at iDisciple, a division of Family Christian Ministries
Industry Automotive
Experience
iDisciple, a division of Family Christian Ministries August 2015 - Present
Audatex Estimatics October 2013 - Present
Comcast Cable August 2009 - October 2013
Bank of America May 2008 - February 2009
Fifth Third Bank January 2003 - May 2008
Skills
Customer Service, Sales Management, Finance, Sales Operations, Direct Sales, Customer Satisfaction, Account Reconciliation, Microsoft Excel, General Ledger, Interviews, Loans, Microsoft Office, Microsoft Word, Office Management, Office Administration, Strategic Planning, Research, Sports, Typing, Writing, Windows, Youth Ministry, Youth Mentoring
Education
Wayne State University 1993 — 1995
N/A, Chemical Engineering
Baker College of Allen Park
Bachelor of Business Administration (BBA), Accounting and Business/Management
iDisciple, a division of Family Christian Ministries August 2015 - Present
Audatex Estimatics October 2013 - Present
Comcast Cable August 2009 - October 2013
Bank of America May 2008 - February 2009
Fifth Third Bank January 2003 - May 2008
Skills
Customer Service, Sales Management, Finance, Sales Operations, Direct Sales, Customer Satisfaction, Account Reconciliation, Microsoft Excel, General Ledger, Interviews, Loans, Microsoft Office, Microsoft Word, Office Management, Office Administration, Strategic Planning, Research, Sports, Typing, Writing, Windows, Youth Ministry, Youth Mentoring
Education
Wayne State University 1993 — 1995
N/A, Chemical Engineering
Baker College of Allen Park
Bachelor of Business Administration (BBA), Accounting and Business/Management
Vanessa C. Wilkins's Bank of America Experience June 2014 - August 2014
Job Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch July 2015 - Present
Wellesley College Library and Technology Services September 2012 - 2015
Bank of America June 2014 - August 2014
Brown Brothers Harriman January 2014 - January 2014
Don M. and Margaret Hilliker YMCA 2012 - 2013
Skills
Data Analysis, Customer Acquisition, Information Technology, Information Management, Marketing, Historical..., Historical Research, Environmental Issues, Blogging, Quantitative Research, Leadership, Organizational..., Group Work, Interdisciplinary..., Interdisciplinary..., Trend Analysis, Social Media, Research, Event Planning, Teaching, Editing, Microsoft Office, Fundraising, Qualitative Research, Writing
Education
Wellesley College 2011 — 2015
Bachelor's degree, History
Babson College 2014 — 2014
Benjamin Logan High School 2008 — 2011
Bank of America Merrill Lynch July 2015 - Present
Wellesley College Library and Technology Services September 2012 - 2015
Bank of America June 2014 - August 2014
Brown Brothers Harriman January 2014 - January 2014
Don M. and Margaret Hilliker YMCA 2012 - 2013
Skills
Data Analysis, Customer Acquisition, Information Technology, Information Management, Marketing, Historical..., Historical Research, Environmental Issues, Blogging, Quantitative Research, Leadership, Organizational..., Group Work, Interdisciplinary..., Interdisciplinary..., Trend Analysis, Social Media, Research, Event Planning, Teaching, Editing, Microsoft Office, Fundraising, Qualitative Research, Writing
Education
Wellesley College 2011 — 2015
Bachelor's degree, History
Babson College 2014 — 2014
Benjamin Logan High School 2008 — 2011
Aphram Shara's Bank of America Experience April 1998 - April 2000
Job Field Canvass Manager at Sunrun
Industry International Trade and Development
Experience
Sunrun June 2015 - Present
Sunrun June 2015 - Present
transcosmos America, Inc. December 2013 - July 2014
Puzzle Zoo October 2009 - December 2013
Exel Logistics January 2008 - May 2009
A & M Hospitality November 2000 - January 2008
Bank of America April 1998 - April 2000
Bank of America October 1996 - April 1998
Bank of America October 1995 - October 1996
Financial Consultants of America September 1994 - October 1995
Skills
Human Resources, Cross-functional Team..., Recruiting, Warehousing, Training, Inventory Control, Team Building, Employee Training, Management, Customer Service, Warehouse Management, Business Development, Sales Management, Retail, Sales, Budgets, Logistics, Operations Management, Supply Chain Management, Strategy, Leadership, Customer Satisfaction
Education
Baker College 2010 — 2016
09, Information Technology; 2016
Baker College Business and Corporate Services 2009 — 2014
Bachlor of Information Technology, Minor in Security
Sunrun June 2015 - Present
Sunrun June 2015 - Present
transcosmos America, Inc. December 2013 - July 2014
Puzzle Zoo October 2009 - December 2013
Exel Logistics January 2008 - May 2009
A & M Hospitality November 2000 - January 2008
Bank of America April 1998 - April 2000
Bank of America October 1996 - April 1998
Bank of America October 1995 - October 1996
Financial Consultants of America September 1994 - October 1995
Skills
Human Resources, Cross-functional Team..., Recruiting, Warehousing, Training, Inventory Control, Team Building, Employee Training, Management, Customer Service, Warehouse Management, Business Development, Sales Management, Retail, Sales, Budgets, Logistics, Operations Management, Supply Chain Management, Strategy, Leadership, Customer Satisfaction
Education
Baker College 2010 — 2016
09, Information Technology; 2016
Baker College Business and Corporate Services 2009 — 2014
Bachlor of Information Technology, Minor in Security
shannon bruno shannon bruno's Bank of America Experience August 2010 - April 2011
Job Process Manager/ Fraud Strategy at Capital One
Industry Information Technology and Services
Experience
Capital One April 2014 - Present
Bank of America August 2010 - April 2011
SAP August 2008 - March 2009
Skills
Change Management, Graphic Design, Creative Concept..., Account Management, Campaign Management, Documentation, Data Analysis, Content Management, Quality Assurance, Quality Center, Strategic Planning, Fulfillment, Procurement, Process Improvement, Process Engineering, Software Documentation
Education
University of Delaware 1996 — 2001
BA, Art/ Illustration
Baker College Center for Graduate Studies 2009 — 2015
BS, Marketing and Information Services
Capital One April 2014 - Present
Bank of America August 2010 - April 2011
SAP August 2008 - March 2009
Skills
Change Management, Graphic Design, Creative Concept..., Account Management, Campaign Management, Documentation, Data Analysis, Content Management, Quality Assurance, Quality Center, Strategic Planning, Fulfillment, Procurement, Process Improvement, Process Engineering, Software Documentation
Education
University of Delaware 1996 — 2001
BA, Art/ Illustration
Baker College Center for Graduate Studies 2009 — 2015
BS, Marketing and Information Services
Lori Estes's Bank of America Experience January 1999 - May 2004
Job Global Infrastructure Services, Outsourcing Contract Manager
Industry Financial Services
Experience
John Hancock Financial Services April 2013 - Present
John Hancock Financial Services September 2008 - April 2013
John Hancock Financial Services July 2006 - September 2008
John Hancock Financial Services August 2005 - July 2006
Bank of America January 1999 - May 2004
Skills
Vendor Management, Outsourcing, Program Management, Contract Management, Leadership, Business Process..., Process Improvement, Analysis, Budgets, ITIL, Service Delivery, Supply Chain Management, PMO, Risk Management, Team Leadership, Software Documentation, Strategic Planning, Contract Negotiation, Customer Service, Data Center, Team Building, Cross-functional Team..., Financial Analysis, Negotiation, Strategic Sourcing, Lotus Notes, Outlook, Mergers & Acquisitions, SLA, Governance, Professional and..., Customer Relations, Collaboration, Reliability, Problem Solving, Adaptability, MS Office Suite, Quicken, Quickbooks, Software Project...
Education
North Shore Community College
Salem State College
New England Institute of Banking 2000 — 2004
Babson-Ouellette & Associates 2010 — 2012
Outsourcing Relationships
ARMA International 2009 — 2012
GARP Principles
John Hancock Financial Services April 2013 - Present
John Hancock Financial Services September 2008 - April 2013
John Hancock Financial Services July 2006 - September 2008
John Hancock Financial Services August 2005 - July 2006
Bank of America January 1999 - May 2004
Skills
Vendor Management, Outsourcing, Program Management, Contract Management, Leadership, Business Process..., Process Improvement, Analysis, Budgets, ITIL, Service Delivery, Supply Chain Management, PMO, Risk Management, Team Leadership, Software Documentation, Strategic Planning, Contract Negotiation, Customer Service, Data Center, Team Building, Cross-functional Team..., Financial Analysis, Negotiation, Strategic Sourcing, Lotus Notes, Outlook, Mergers & Acquisitions, SLA, Governance, Professional and..., Customer Relations, Collaboration, Reliability, Problem Solving, Adaptability, MS Office Suite, Quicken, Quickbooks, Software Project...
Education
North Shore Community College
Salem State College
New England Institute of Banking 2000 — 2004
Babson-Ouellette & Associates 2010 — 2012
Outsourcing Relationships
ARMA International 2009 — 2012
GARP Principles
Polly Sung, CFA's Bank of America Experience June 2000 - August 2004
Job Equity Research Associate Analyst Managed Care/Pharmacy Services at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities September 2011 - Present
J.P. Morgan June 2006 - July 2011
Bank of America June 2000 - August 2004
Skills
Fixed Income, Valuation, Equities, Capital Markets, Equity Research, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
Babson College 1996 — 2000
B.S., Business Administration
Boston Latin School
Wells Fargo Securities September 2011 - Present
J.P. Morgan June 2006 - July 2011
Bank of America June 2000 - August 2004
Skills
Fixed Income, Valuation, Equities, Capital Markets, Equity Research, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
Babson College 1996 — 2000
B.S., Business Administration
Boston Latin School
Crystal Marcelo Crystal Marcelo's Bank of America Experience March 2008 - August 2008
Job Office Manager/Registrar at Chief Okemos Council, Boy Scouts of America
Industry Civic & Social Organization
Experience
Chief Okemos Council, Boy Scouts of America August 2008 - Present
Bank of America March 2008 - August 2008
G & G Tax and Accounting Services October 2007 - March 2008
Skills
Typing, Ten Key, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, AS400 Administration, Website Administration, Outlook, Cash Balance, Cash Register, Customer Service, Customer Satisfaction, Volunteer Recruiting, Human Resources, Office Management
Education
Kaplan University-Davenport Campus 2013 — 2015
Associate of Science (AS), Medical Office Management/Administration
Baker College of Auburn Hills 1994 — 1995
Business Administration and Management, General
Lake Orion High School 1987 — 1990
Diploma, General Studies
Chief Okemos Council, Boy Scouts of America August 2008 - Present
Bank of America March 2008 - August 2008
G & G Tax and Accounting Services October 2007 - March 2008
Skills
Typing, Ten Key, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, AS400 Administration, Website Administration, Outlook, Cash Balance, Cash Register, Customer Service, Customer Satisfaction, Volunteer Recruiting, Human Resources, Office Management
Education
Kaplan University-Davenport Campus 2013 — 2015
Associate of Science (AS), Medical Office Management/Administration
Baker College of Auburn Hills 1994 — 1995
Business Administration and Management, General
Lake Orion High School 1987 — 1990
Diploma, General Studies
Jill Damer Jill Damer's Bank of America Experience 2005 - Present
Job Banking Professional
Industry Banking
Experience
Bank of America 2005 - Present
LaSalle Bank 1996 - Present
Education
Baker College Center for Graduate Studies 2002 — 2004
Bank of America 2005 - Present
LaSalle Bank 1996 - Present
Education
Baker College Center for Graduate Studies 2002 — 2004
Sylvia Cacho Sylvia Cacho's Bank of America Experience September 2010 - June 2011
Job User Experience Specialist at Synechron (Wells Fargo)
Industry Banking
Experience
Synechron June 2015 - Present
ManTech International Corporation November 2012 - June 2015
Florida Department of Children and Families March 2012 - November 2012
oDesk November 2011 - December 2011
FAU: Broward College June 2011 - November 2011
Bank of America September 2010 - June 2011
Kaplan June 2008 - June 2010
Cross Country Healthcare Inc June 2006 - May 2008
CP Ships October 2004 - November 2005
Northern Natural Gas November 2002 - September 2004
Skills
user experience, Interaction Design, Wire Framing, Information Architecture, Usability Testing, Rapid Prototyping, Human Factors, User-centered Design, User Research, Ethnography, Persona, User Stories, usability, HCI, User Interface Design, CSS, User Scenarios, Card Sorting, HTML, Web Content Management, Project Management, Focus Groups, Competitive Analysis, Metrics, Content Strategy, Storyboarding, Agile & Waterfall..., User Experience, Mobile Applications, Usability
Education
Baker College Center for Graduate Studies 2006 — 2010
BS, Computer Information Systems
Cooper U 2008 — 2008
Certificate, Interaction Design Practicum
Synechron June 2015 - Present
ManTech International Corporation November 2012 - June 2015
Florida Department of Children and Families March 2012 - November 2012
oDesk November 2011 - December 2011
FAU: Broward College June 2011 - November 2011
Bank of America September 2010 - June 2011
Kaplan June 2008 - June 2010
Cross Country Healthcare Inc June 2006 - May 2008
CP Ships October 2004 - November 2005
Northern Natural Gas November 2002 - September 2004
Skills
user experience, Interaction Design, Wire Framing, Information Architecture, Usability Testing, Rapid Prototyping, Human Factors, User-centered Design, User Research, Ethnography, Persona, User Stories, usability, HCI, User Interface Design, CSS, User Scenarios, Card Sorting, HTML, Web Content Management, Project Management, Focus Groups, Competitive Analysis, Metrics, Content Strategy, Storyboarding, Agile & Waterfall..., User Experience, Mobile Applications, Usability
Education
Baker College Center for Graduate Studies 2006 — 2010
BS, Computer Information Systems
Cooper U 2008 — 2008
Certificate, Interaction Design Practicum
Tony Visco Tony Visco's Bank of America Experience July 2008 - July 2012
Job Senior Loan Officer at Leader Bank
Industry Banking
Experience
Leader Bank November 2014 - Present
Northshore Bank July 2012 - November 2014
Bank of America July 2008 - July 2012
Wells Fargo Home Mortgage November 2001 - July 2008
Skills
Mortgage Lending, Loan Origination, Credit Analysis, Refinance, Loans, Mortgage Banking, Banking, Credit, Consumer Lending, Commercial Lending, Home Equity Loans, Underwriting, Retail Banking, Lines Of Credit, USDA, VA loans, FHA financing, Commercial Banking, Residential Mortgages, Certified Mortgage..., FHA, Construction Loans, Non-Conforming, Government Loans, Small Business Lending, Cross Selling, Home Equity Lines of..., Portfolio Management, VA Loans, FHA Financing, Finance, Real Estate
Education
Babson College 1980 — 1982
Master of Business Administration (M.B.A.), MBA
Northeastern University 1972 — 1976
Bachelor's Degree, Finance
Leader Bank November 2014 - Present
Northshore Bank July 2012 - November 2014
Bank of America July 2008 - July 2012
Wells Fargo Home Mortgage November 2001 - July 2008
Skills
Mortgage Lending, Loan Origination, Credit Analysis, Refinance, Loans, Mortgage Banking, Banking, Credit, Consumer Lending, Commercial Lending, Home Equity Loans, Underwriting, Retail Banking, Lines Of Credit, USDA, VA loans, FHA financing, Commercial Banking, Residential Mortgages, Certified Mortgage..., FHA, Construction Loans, Non-Conforming, Government Loans, Small Business Lending, Cross Selling, Home Equity Lines of..., Portfolio Management, VA Loans, FHA Financing, Finance, Real Estate
Education
Babson College 1980 — 1982
Master of Business Administration (M.B.A.), MBA
Northeastern University 1972 — 1976
Bachelor's Degree, Finance
Tyler Hofinga Tyler Hofinga's Bank of America Experience January 1990 - December 1991
Job Client Director at Teradata
Industry Internet
Experience
Teradata March 2014 - Present
Microsoft September 2011 - 2014
salesforce.com May 2004 - June 2011
Oracle Corporation April 1995 - May 2004
Lotus Development Corporation 1991 - 1994
Bank of America January 1990 - December 1991
IBM Corporation 1981 - 1990
Skills
Salesforce.com, Enterprise Software, SaaS, Software Sales, Cloud Computing, Oracle, Software Industry, Business Alliances, Solution Selling, CRM, Data Center, Direct Sales, ERP, Product Management, Channel, Selling, PaaS, Professional Services, Sales Enablement, Demand Generation, Start-ups, Lead Generation, Solution Architecture, Partner Management, Analytics, Marketing Automation, Go-to-market Strategy, Strategic Partnerships, Sales, Business Intelligence, Channel Partners, Complex Sales, Business Development, Account Management, Pre-sales, Sales Process, Leadership, Managed Services, E-commerce, Outsourcing, Sales Management, Big Data, Management, Strategy, Mobile Devices, Virtualization, Marketing, Integration, Program Management, IT Strategy
Education
MIT 2003 — 2003
No Degree, Executive Education Program
Babson College 1993 — 1993
No Degree, Executive Development Program
Harvard University 1989 — 1989
No Degree, Executive Program in Financial Services
Wharton School of Business 1987 — 1987
No Degree, Executive Program in Finance
University of California at Berkeley 1976 — 1981
B. A., Social Science/Business Administration
Teradata March 2014 - Present
Microsoft September 2011 - 2014
salesforce.com May 2004 - June 2011
Oracle Corporation April 1995 - May 2004
Lotus Development Corporation 1991 - 1994
Bank of America January 1990 - December 1991
IBM Corporation 1981 - 1990
Skills
Salesforce.com, Enterprise Software, SaaS, Software Sales, Cloud Computing, Oracle, Software Industry, Business Alliances, Solution Selling, CRM, Data Center, Direct Sales, ERP, Product Management, Channel, Selling, PaaS, Professional Services, Sales Enablement, Demand Generation, Start-ups, Lead Generation, Solution Architecture, Partner Management, Analytics, Marketing Automation, Go-to-market Strategy, Strategic Partnerships, Sales, Business Intelligence, Channel Partners, Complex Sales, Business Development, Account Management, Pre-sales, Sales Process, Leadership, Managed Services, E-commerce, Outsourcing, Sales Management, Big Data, Management, Strategy, Mobile Devices, Virtualization, Marketing, Integration, Program Management, IT Strategy
Education
MIT 2003 — 2003
No Degree, Executive Education Program
Babson College 1993 — 1993
No Degree, Executive Development Program
Harvard University 1989 — 1989
No Degree, Executive Program in Financial Services
Wharton School of Business 1987 — 1987
No Degree, Executive Program in Finance
University of California at Berkeley 1976 — 1981
B. A., Social Science/Business Administration
Elliott Deloach Elliott Deloach's Bank of America Experience August 2011 - May 2012
Job Director Technology Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2012 - Present
Bank of America August 2011 - May 2012
Bell Helicopter April 2009 - August 2011
Fidelity Investments February 1993 - February 2009
Fidelity Investments 1993 - 2009
Education
Southern Methodist University 2008 — 2014
MS, Software Engineering
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
Masters Business Administration
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance
Fidelity Investments May 2012 - Present
Bank of America August 2011 - May 2012
Bell Helicopter April 2009 - August 2011
Fidelity Investments February 1993 - February 2009
Fidelity Investments 1993 - 2009
Education
Southern Methodist University 2008 — 2014
MS, Software Engineering
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2001
Masters Business Administration
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Finance
Tina Shah-Davé Tina Shah-Davé's Bank of America Experience 2003 - 2006
Job Business Development Executive at Apple
Industry Computer Software
Experience
Apple 2015 - Present
Microsoft 2014 - 2015
Microsoft 2011 - 2014
Microsoft 2009 - 2011
JWT 2006 - 2008
Bank of America 2003 - 2006
Skills
Mergers, Salesforce.com, Product Management, Account Management, Competitive Analysis, Business Development, SaaS, Market Research, Marketing Strategy, Sales, Sales Operations, New Business Development, Solution Selling, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
New York University - Leonard N. Stern School of Business
B.S., Finance, Information Systems
Newark Academy
Apple 2015 - Present
Microsoft 2014 - 2015
Microsoft 2011 - 2014
Microsoft 2009 - 2011
JWT 2006 - 2008
Bank of America 2003 - 2006
Skills
Mergers, Salesforce.com, Product Management, Account Management, Competitive Analysis, Business Development, SaaS, Market Research, Marketing Strategy, Sales, Sales Operations, New Business Development, Solution Selling, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
New York University - Leonard N. Stern School of Business
B.S., Finance, Information Systems
Newark Academy
Eric Kamis's Bank of America Experience January 2014 - Present
Job Corporate Treasury Data Management, Accountability & Governance
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America September 2009 - December 2013
Bank of America July 2008 - August 2009
Bank of America July 2007 - June 2008
Team and a Dream June 2006 - January 2007
Loupe Consulting July 2005 - September 2005
The Sloan Consortium September 2003 - May 2004
Excel International, Co. Ltd. January 2000 - December 2002
Uniquities, Ltd. January 1995 - September 1999
Skills
Six Sigma, Change Management, Cross-functional Team..., Operations Management, Management, Risk Management, Banking, Business Analysis, Process Improvement, Business Development, Strategy, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, General Management
Muhlenberg College 1989 — 1993
BA, International Studies
Westtown School 1985 — 1989
Bank of America January 2014 - Present
Bank of America September 2009 - December 2013
Bank of America July 2008 - August 2009
Bank of America July 2007 - June 2008
Team and a Dream June 2006 - January 2007
Loupe Consulting July 2005 - September 2005
The Sloan Consortium September 2003 - May 2004
Excel International, Co. Ltd. January 2000 - December 2002
Uniquities, Ltd. January 1995 - September 1999
Skills
Six Sigma, Change Management, Cross-functional Team..., Operations Management, Management, Risk Management, Banking, Business Analysis, Process Improvement, Business Development, Strategy, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, General Management
Muhlenberg College 1989 — 1993
BA, International Studies
Westtown School 1985 — 1989
David Israel, MBA's Bank of America Experience 2004 - 2007
Job Director of Field Outreach at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Lucas Simmons, CFA's Bank of America Experience August 2009 - Present
Job Credit Research Analyst
Industry Financial Services
Experience
Bank of America August 2009 - Present
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
International Research and Exchanges Board (IREX) 2003 - 2005
Peace Corps 2001 - 2003
Skills
Credit, Banking, Insurance, Portfolio Management, Credit Analysis, Fixed Income, Financial Modeling, Financial Institutions, Financial Analysis, Investments, Bloomberg, Risk Management, Capital Markets, Credit Risk, Financial Risk, Valuation, Equities, Financial Services, Finance, Derivatives, Series 63, Business Analysis, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of New Hampshire 1998 — 2000
Bachelor of Science (BS)
Boston University 1995 — 1997
Boston Security Analysts' Society CFA Prep
Bank of America August 2009 - Present
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
Invesco US 2014 - 2015
State Street Bank 2007 - 2009
State Street Bank 2006 - 2007
International Research and Exchanges Board (IREX) 2003 - 2005
Peace Corps 2001 - 2003
Skills
Credit, Banking, Insurance, Portfolio Management, Credit Analysis, Fixed Income, Financial Modeling, Financial Institutions, Financial Analysis, Investments, Bloomberg, Risk Management, Capital Markets, Credit Risk, Financial Risk, Valuation, Equities, Financial Services, Finance, Derivatives, Series 63, Business Analysis, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (MBA)
University of New Hampshire 1998 — 2000
Bachelor of Science (BS)
Boston University 1995 — 1997
Boston Security Analysts' Society CFA Prep
Amy Frechette's Bank of America Experience July 1996 - December 1999
Job Sourcer at St. John Providence Health System
Industry Hospital & Health Care
Experience
St. John Providence Health System January 2009 - Present
St. John Providence Health System January 2000 - October 2007
Bank of America July 1996 - December 1999
Skills
Close Attention to..., Organization, Time Management, Problem Solving, Customer Service, Microsoft Office, Recruiting, Healthcare, Screening, Taleo, Leadership, Interviews, Sourcing, HIPAA, Process Improvement, Healthcare Management, Management, Team Building, Onboarding
Education
Baker College Business and Corporate Services 1996 — 2004
St. John Providence Health System January 2009 - Present
St. John Providence Health System January 2000 - October 2007
Bank of America July 1996 - December 1999
Skills
Close Attention to..., Organization, Time Management, Problem Solving, Customer Service, Microsoft Office, Recruiting, Healthcare, Screening, Taleo, Leadership, Interviews, Sourcing, HIPAA, Process Improvement, Healthcare Management, Management, Team Building, Onboarding
Education
Baker College Business and Corporate Services 1996 — 2004
Merritt Friedman's Bank of America Experience March 2012 - Present
Job Talent, Sales Proficiency and Client Experience Executive at Bank of America
Industry Banking
Experience
Bank of America March 2012 - Present
Bank of America June 2006 - March 2012
Skills
Business Development, Leadership, Program Management, Strategic Sales..., Strategy, Business Strategy, Risk Management, Banking, Strategic Planning, Sales Operations, Portfolio Management, Credit, Financial Services, Analytics, Strategic Partnerships, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Marketing, Entrepreneurship
Lafayette College 1989 — 1993
BA, International Affairs
LHS
Bank of America March 2012 - Present
Bank of America June 2006 - March 2012
Skills
Business Development, Leadership, Program Management, Strategic Sales..., Strategy, Business Strategy, Risk Management, Banking, Strategic Planning, Sales Operations, Portfolio Management, Credit, Financial Services, Analytics, Strategic Partnerships, Financial Modeling
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Marketing, Entrepreneurship
Lafayette College 1989 — 1993
BA, International Affairs
LHS
Brian Laundry, CFA's Bank of America Experience July 2013 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
Bank of America July 2013 - Present
Bank of America July 2009 - June 2013
Bank of America September 2007 - July 2009
State Street Bank August 2006 - September 2007
State Street Bank January 2006 - August 2006
Pioneer Investments August 2004 - December 2005
Fidelity Investments 2003 - 2003
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Reporting, Analysis, Bloomberg, Fund Accounting, Data Analysis, Project Management, Process Improvement, Commercial Banking, Business Analysis, Microsoft Office, Asset Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2009
MBA, Finance, Entrepreneurship
Boston University 2000 — 2004
Bachelor of Music, Music Performance Major, Economics Minor
Kevin Barton's Bank of America Experience May 2006 - March 2013
Job Vice President Commercial Banker at Middlesex Savings Bank
Industry Banking
Experience
Middlesex Savings Bank March 2013 - Present
Bank of America May 2006 - March 2013
Citizens Bank January 2003 - May 2006
Skills
Credit, Loans, Banking, Finance, Risk Management, Commercial Mortgages, Lines Of Credit, Middle Market, Commercial Real Estate, Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Financial Modeling, Credit Risk, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2004
Master of Business Administration, Magna Cum Laude
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (B.S.), Environmental Science
Middlesex Savings Bank March 2013 - Present
Bank of America May 2006 - March 2013
Citizens Bank January 2003 - May 2006
Skills
Credit, Loans, Banking, Finance, Risk Management, Commercial Mortgages, Lines Of Credit, Middle Market, Commercial Real Estate, Credit Analysis, Commercial Lending, Commercial Banking, Financial Analysis, Financial Modeling, Credit Risk, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 1999 — 2004
Master of Business Administration, Magna Cum Laude
University of Massachusetts, Amherst 1990 — 1994
Bachelor of Science (B.S.), Environmental Science
Rebecca Webb's Bank of America Experience July 2006 - May 2009
Job Financial Analyst V / Director Finance at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments August 2014 - November 2014
Fidelity Investments September 2011 - August 2014
PAREXEL July 2010 - September 2011
Fidelity Investments November 2009 - April 2010
Bank of America July 2006 - May 2009
Fidelity Investments October 2000 - July 2006
BankBoston/Fleet Boston Financial May 1997 - April 2000
BayBank/ BankBoston August 1994 - May 1997
Skills
Essbase, Hyperion Enterprise, Business Requirements, Financial Modeling, Forecasting, Change Management, Business Analysis, Variance Analysis, Sarbanes-Oxley Act, Analysis, Access, Finance, Financial Reporting, Reporting & Analysis
Education
Babson College 1991 — 1995
BS, Accounting
The University of Stirling 1993 — 1993
General Studies - Semester Abroad
Fidelity Investments May 2015 - Present
Fidelity Investments January 2015 - May 2015
Fidelity Investments August 2014 - November 2014
Fidelity Investments September 2011 - August 2014
PAREXEL July 2010 - September 2011
Fidelity Investments November 2009 - April 2010
Bank of America July 2006 - May 2009
Fidelity Investments October 2000 - July 2006
BankBoston/Fleet Boston Financial May 1997 - April 2000
BayBank/ BankBoston August 1994 - May 1997
Skills
Essbase, Hyperion Enterprise, Business Requirements, Financial Modeling, Forecasting, Change Management, Business Analysis, Variance Analysis, Sarbanes-Oxley Act, Analysis, Access, Finance, Financial Reporting, Reporting & Analysis
Education
Babson College 1991 — 1995
BS, Accounting
The University of Stirling 1993 — 1993
General Studies - Semester Abroad
Ian Joyce's Bank of America Experience 2007 - 2010
Job Data Management Governance
Industry Financial Services
Experience
Santander Bank, N.A. 2014 - Present
Citi 2011 - 2014
Bank of America 2007 - 2010
State Street Corporation 1999 - 2007
Skills
Corporate Actions, Banking, Securities, Risk Management, Process Improvement, Financial Services, Change Management, Six Sigma, Project Management, Management, IT Strategy, Operations Management, Business Analysis, Business Intelligence, PMO, Project Portfolio..., Business Transformation, SDLC, Requirements Analysis, Financial Analysis, Outsourcing, Business Process..., Financial Risk, Vendor Management, Program Management, Data Analysis, Business Process, Software Project..., Team Management, Analysis, Process Engineering, Product Management, Business Strategy, Integration, Governance, Strategy, Operational Risk..., Leadership, Portfolio Management, Management Consulting, Cross-functional Team..., Business Process..., Executive Management, CRM, Operational Excellence, Quality Assurance, Mergers & Acquisitions, Mutual Funds, Analytics, PMP
Education
Babson College - Franklin W. Olin Graduate School of Business
Master's Degree
College of the Holy Cross
Bachelor's Degree
Harvard University
Master’s Degree
Santander Bank, N.A. 2014 - Present
Citi 2011 - 2014
Bank of America 2007 - 2010
State Street Corporation 1999 - 2007
Skills
Corporate Actions, Banking, Securities, Risk Management, Process Improvement, Financial Services, Change Management, Six Sigma, Project Management, Management, IT Strategy, Operations Management, Business Analysis, Business Intelligence, PMO, Project Portfolio..., Business Transformation, SDLC, Requirements Analysis, Financial Analysis, Outsourcing, Business Process..., Financial Risk, Vendor Management, Program Management, Data Analysis, Business Process, Software Project..., Team Management, Analysis, Process Engineering, Product Management, Business Strategy, Integration, Governance, Strategy, Operational Risk..., Leadership, Portfolio Management, Management Consulting, Cross-functional Team..., Business Process..., Executive Management, CRM, Operational Excellence, Quality Assurance, Mergers & Acquisitions, Mutual Funds, Analytics, PMP
Education
Babson College - Franklin W. Olin Graduate School of Business
Master's Degree
College of the Holy Cross
Bachelor's Degree
Harvard University
Master’s Degree
Becky Regan's Bank of America Experience January 1995 - March 2005
Job Experienced in finance and management of nonprofit and real estate related businesses
Industry Financial Services
Experience
Housing Partnership Network April 2011 - Present
Boston Community Capital March 2008 - March 2011
Boston Community Loan Fund March 2005 - March 2011
Bank of America January 1995 - March 2005
Skills
Real Estate Economics, Affordable Housing, Non-profits, Real Estate Development, Financial Analysis, Loans, Investments, Asset Managment, Capital Markets, Financial Modeling, Real Estate, Portfolio Management, Underwriting, Due Diligence, Finance, Economic Development, Valuation, Nonprofits, Community Development, Asset Management, Project Finance, Mergers & Acquisitions, Real Estate Financing, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1997
MBA, Finance
Boston University - School of Management 1985 — 1989
BSBA, Finance/International Management
Housing Partnership Network April 2011 - Present
Boston Community Capital March 2008 - March 2011
Boston Community Loan Fund March 2005 - March 2011
Bank of America January 1995 - March 2005
Skills
Real Estate Economics, Affordable Housing, Non-profits, Real Estate Development, Financial Analysis, Loans, Investments, Asset Managment, Capital Markets, Financial Modeling, Real Estate, Portfolio Management, Underwriting, Due Diligence, Finance, Economic Development, Valuation, Nonprofits, Community Development, Asset Management, Project Finance, Mergers & Acquisitions, Real Estate Financing, Private Equity
Education
Babson College - Franklin W. Olin Graduate School of Business 1994 — 1997
MBA, Finance
Boston University - School of Management 1985 — 1989
BSBA, Finance/International Management
Wendy Sonsire's Bank of America Experience Director of SB MarketingFleet Financial1986 - 2003
Job SVP Process Design Engineer at Bank of America
Industry Banking
Experience
Bank of America Director of SB MarketingFleet Financial1986 - 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1993
MBA
Bryant University 1982 — 1986
BS, Marketing
Bank of America Director of SB MarketingFleet Financial1986 - 2003
Education
Babson College - Franklin W. Olin Graduate School of Business 1987 — 1993
MBA
Bryant University 1982 — 1986
BS, Marketing
Jeffrey Shobert's Bank of America Experience December 2007 - April 2009
Job Sr. Manager Sales Support at ACN Inc.
Industry Banking
Experience
ACN Inc. VP, Pricing ManagerBank of AmericaApril 2009 - November 2011
Bank of America December 2007 - April 2009
Decision One Mortgage November 2005 - October 2007
Decision One Mortgage January 2004 - April 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2005
ACN Inc. VP, Pricing ManagerBank of AmericaApril 2009 - November 2011
Bank of America December 2007 - April 2009
Decision One Mortgage November 2005 - October 2007
Decision One Mortgage January 2004 - April 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2005
Trey Hanlan's Bank of America Experience August 2013 - June 2015
Job Bank of America Merrill Lynch Associate Global Healthcare Group
Industry Financial Services
Experience
Moelis & Company June 2015 - Present
Bank of America August 2013 - June 2015
Nomura Securities International July 2008 - July 2013
Skills
Financial Analysis, Mergers, Valuation, Due Diligence, Capital Markets, Investments, Strategic Planning
Education
Babson College 2005 — 2008
Moelis & Company June 2015 - Present
Bank of America August 2013 - June 2015
Nomura Securities International July 2008 - July 2013
Skills
Financial Analysis, Mergers, Valuation, Due Diligence, Capital Markets, Investments, Strategic Planning
Education
Babson College 2005 — 2008
Christopher Leath's Bank of America Experience 1998 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Children's Footwear Company 2010 - 2011
Bank of America 1998 - 2004
BankBoston August 1998 - November 1998
Habib Bank AG Zurich May 1997 - August 1997
JP Morgan 1992 - 1996
Skills
Portfolio Management, Competitive Analysis, Leadership, Business Strategy, Banking, Equities, Management, Credit, Training, Marketing, Corporate Finance, Financial Analysis, Financial Modeling, Investments, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Finance and Entrepreneurship
Penn State University 1988 — 1992
B.S., Finance
Children's Footwear Company 2010 - 2011
Bank of America 1998 - 2004
BankBoston August 1998 - November 1998
Habib Bank AG Zurich May 1997 - August 1997
JP Morgan 1992 - 1996
Skills
Portfolio Management, Competitive Analysis, Leadership, Business Strategy, Banking, Equities, Management, Credit, Training, Marketing, Corporate Finance, Financial Analysis, Financial Modeling, Investments, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Finance and Entrepreneurship
Penn State University 1988 — 1992
B.S., Finance
Elizabeth Vinocur's Bank of America Experience August 2005 - May 2008
Job Director II, Marketing Analytics at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
Liberty Mutual April 2012 - March 2013
Liberty Mutual June 2011 - April 2012
Staples November 2010 - June 2011
STAPLES June 2009 - November 2010
Bank of America August 2005 - May 2008
Skills
Financial Analysis, Essbase, Forecasting, Strategic Financial..., Competitive Analysis, Financial Reporting, Financial Planning, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance, Strategy
Boston College 2001 — 2005
B.S., Finance
Liberty Mutual Insurance July 2015 - Present
Liberty Mutual Insurance July 2014 - Present
Liberty Mutual Insurance April 2013 - July 2014
Liberty Mutual April 2012 - March 2013
Liberty Mutual June 2011 - April 2012
Staples November 2010 - June 2011
STAPLES June 2009 - November 2010
Bank of America August 2005 - May 2008
Skills
Financial Analysis, Essbase, Forecasting, Strategic Financial..., Competitive Analysis, Financial Reporting, Financial Planning, Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance, Strategy
Boston College 2001 — 2005
B.S., Finance
Riaz Bhamani's Bank of America Experience December 2010 - Present
Job Deposit Product Revenue Executive at Bank of America
Industry Banking
Experience
Bank of America December 2010 - Present
Bank of America July 2009 - December 2010
Bank of America February 2006 - June 2009
Winthrop University August 2007 - December 2007
Bank of America Merchant Services March 2004 - February 2006
Fleet Bank October 2000 - February 2004
Kessler Financial Services April 1999 - September 2000
Wells Fargo March 1998 - March 1999
Household Credit Services November 1994 - February 1998
Skills
Merchant Services, Financial Risk..., Credit Cards, Banking, Relationship Management, Payments, Electronic Payments, Debit Cards, Financial Analysis, Treasury Services, Product Management, Retail Banking, Strategic Planning, Analytics, Business Development, Credit, Business Strategy, Risk Management, Finance, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Summa Cum Laude
Society of Management Accountants of Canada 1991 — 1994
CPA, CMA, Certified Management Accountant
Wilfrid Laurier University 1987 — 1991
BBA, Business Administration
Bank of America December 2010 - Present
Bank of America July 2009 - December 2010
Bank of America February 2006 - June 2009
Winthrop University August 2007 - December 2007
Bank of America Merchant Services March 2004 - February 2006
Fleet Bank October 2000 - February 2004
Kessler Financial Services April 1999 - September 2000
Wells Fargo March 1998 - March 1999
Household Credit Services November 1994 - February 1998
Skills
Merchant Services, Financial Risk..., Credit Cards, Banking, Relationship Management, Payments, Electronic Payments, Debit Cards, Financial Analysis, Treasury Services, Product Management, Retail Banking, Strategic Planning, Analytics, Business Development, Credit, Business Strategy, Risk Management, Finance, Leadership, Management
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Summa Cum Laude
Society of Management Accountants of Canada 1991 — 1994
CPA, CMA, Certified Management Accountant
Wilfrid Laurier University 1987 — 1991
BBA, Business Administration
Pete Simole's Bank of America Experience November 2010 - Present
Job Assistant VicePresident, Intermediate Financial Analyst Global Financial Control at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
BearingPoint, Inc. November 2004 - January 2010
FLEET BOSTON January 2001 - January 2004
FleetBoston January 1997 - January 2001
FLEET BOSTON January 1989 - January 1997
formerly Bank January 1988 - January 1989
Skills
Expenses, Budgeting, Accounting, Accruals, Analysis, Forecasting, Financial Reporting, Variance Analysis, Account Reconciliation, General Ledger, Finance, Access Database, Sarbanes-Oxley Act
Education
Babson College 1971 — 1975
BS, Business Administration
Babson College
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Bank of America November 2010 - Present
BearingPoint, Inc. November 2004 - January 2010
FLEET BOSTON January 2001 - January 2004
FleetBoston January 1997 - January 2001
FLEET BOSTON January 1989 - January 1997
formerly Bank January 1988 - January 1989
Skills
Expenses, Budgeting, Accounting, Accruals, Analysis, Forecasting, Financial Reporting, Variance Analysis, Account Reconciliation, General Ledger, Finance, Access Database, Sarbanes-Oxley Act
Education
Babson College 1971 — 1975
BS, Business Administration
Babson College
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Steven Stout's Bank of America Experience January 2007 - Present
Job SVP Infrastructure Optimization at Bank of America
Industry Banking
Experience
Bank of America January 2007 - Present
Bank of America 2004 - 2006
Cisco Systems 1990 - 2003
Education
Babson College 1982 — 1986
Bank of America January 2007 - Present
Bank of America 2004 - 2006
Cisco Systems 1990 - 2003
Education
Babson College 1982 — 1986
Anil Rayasam's Bank of America Experience May 2003 - June 2015
Job VP Sales Process Design & Development Manager at Santander Bank, N.A.
Industry Retail
Experience
Santander Bank, N.A. June 2015 - Present
Bank of America May 2003 - June 2015
RCE Inc. January 2000 - May 2015
Sigma Beta Rho Fraternity, Inc. May 2000 - May 2003
Skills
Six Sigma, Sales Management, Portfolio Management, Microsoft Excel, Banking, Credit, Customer Service, Financial Analysis, Leadership, Loans, Management, Analysis, Forecasting, Process Improvement, Retail Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Boston University Questrom School of Business 1999 — 2003
Santander Bank, N.A. June 2015 - Present
Bank of America May 2003 - June 2015
RCE Inc. January 2000 - May 2015
Sigma Beta Rho Fraternity, Inc. May 2000 - May 2003
Skills
Six Sigma, Sales Management, Portfolio Management, Microsoft Excel, Banking, Credit, Customer Service, Financial Analysis, Leadership, Loans, Management, Analysis, Forecasting, Process Improvement, Retail Banking, Risk Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2011 — 2013
MBA
Boston University Questrom School of Business 1999 — 2003
Scott Vokey's Bank of America Experience September 1992 - Present
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America September 1992 - Present
Fleet National Bank 2000 - 2005
Bank of Boston 1992 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Brown University
Mathematical Economics
Bank of America September 1992 - Present
Fleet National Bank 2000 - 2005
Bank of Boston 1992 - 2000
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Brown University
Mathematical Economics
Sonothyia Blakesleay's Bank of America Experience November 2009 - February 2013
Job Learning and Development in Auto Finance Industry
Industry Financial Services
Experience
Ally Financial Inc. July 2015 - Present
Exeter Finance Corp March 2014 - August 2015
Bank of America November 2009 - February 2013
The Bartech Group October 2007 - January 2009
T.E.A.M. June 2006 - October 2007
Comerica Bank September 1997 - June 2006
Skills
Consulting, HR Policies, Onboarding, Employee Training, Applicant Tracking..., Employee Relations, Recruiting, Training, Leadership, Human Resources, Customer Service, Employee Engagement, Management, Program Management, Software Documentation, Talent Management, Team Building, Time Management
Education
Baker College Business and Corporate Services
Associate of Business, Human Resource
Ally Financial Inc. July 2015 - Present
Exeter Finance Corp March 2014 - August 2015
Bank of America November 2009 - February 2013
The Bartech Group October 2007 - January 2009
T.E.A.M. June 2006 - October 2007
Comerica Bank September 1997 - June 2006
Skills
Consulting, HR Policies, Onboarding, Employee Training, Applicant Tracking..., Employee Relations, Recruiting, Training, Leadership, Human Resources, Customer Service, Employee Engagement, Management, Program Management, Software Documentation, Talent Management, Team Building, Time Management
Education
Baker College Business and Corporate Services
Associate of Business, Human Resource
Tammie Kukoleca (DePonte)'s Bank of America Experience July 2012 - Present
Job Marketing Operations Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America August 2009 - June 2012
Bank of America September 2008 - April 2009
Bank of America March 2003 - September 2008
Fleet Bank May 2001 - March 2003
Credit Suisse First Boston January 2000 - May 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Westfield State College 1992 — 1994
BS
Falmouth High School
Bank of America July 2012 - Present
Bank of America August 2009 - June 2012
Bank of America September 2008 - April 2009
Bank of America March 2003 - September 2008
Fleet Bank May 2001 - March 2003
Credit Suisse First Boston January 2000 - May 2001
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
MBA
Westfield State College 1992 — 1994
BS
Falmouth High School
Daniel Corcoran's Bank of America Experience 2002 - 2006
Job Vice President at Massachusetts Capital Resource Company
Industry Financial Services
Experience
Massachusetts Capital Resource Company January 2014 - Present
US Bank October 2009 - November 2013
Wachovia Securities November 2006 - September 2009
Bank of America 2002 - 2006
Citizens Capital 1997 - 2002
Bank of Boston 1990 - 1997
Bank of New England 1983 - 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Boston College 1979 — 1983
BA
Noble and Greenough School
Massachusetts Capital Resource Company January 2014 - Present
US Bank October 2009 - November 2013
Wachovia Securities November 2006 - September 2009
Bank of America 2002 - 2006
Citizens Capital 1997 - 2002
Bank of Boston 1990 - 1997
Bank of New England 1983 - 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1989
MBA
Boston College 1979 — 1983
BA
Noble and Greenough School
David Bruenner's Bank of America Experience June 2005 - August 2008
Job Account Manager at athenahealth
Industry Hospital & Health Care
Experience
athenahealth July 2015 - Present
Stax Inc. October 2010 - July 2015
Boston BoatWorks October 2009 - September 2010
Bank of America June 2005 - August 2008
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Strategic Planning, Entrepreneurship, Mergers, Analytics, Private Equity, Marketing Strategy, Analysis, Financial Services, Portfolio Management, Product Development, Strategy, Business Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Market Research
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Business Analytics
The Landing School of Boatbuilding and Yacht Design 2008 — 2009
Wooden boats
Hobart and William Smith Colleges 2001 — 2005
Political Science and Communications
athenahealth July 2015 - Present
Stax Inc. October 2010 - July 2015
Boston BoatWorks October 2009 - September 2010
Bank of America June 2005 - August 2008
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Strategic Planning, Entrepreneurship, Mergers, Analytics, Private Equity, Marketing Strategy, Analysis, Financial Services, Portfolio Management, Product Development, Strategy, Business Strategy, Competitive Analysis, Management Consulting, Financial Modeling, Market Research
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (M.B.A.), Business Analytics
The Landing School of Boatbuilding and Yacht Design 2008 — 2009
Wooden boats
Hobart and William Smith Colleges 2001 — 2005
Political Science and Communications
Chris O'Halloran's Bank of America Experience July 1997 - Present
Job SVP/Asset Based Lending Bank of America
Industry Banking
Experience
Bank of America July 1997 - Present
Lechmere 1990 - 1995
Skills
Sales, Commercial Lending, Account Management, Asset Based Lending, Banking, Financial Services, Loans, Sports Coaching
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Bridgewater State University 1987 — 1990
BS, Marketing
Bank of America July 1997 - Present
Lechmere 1990 - 1995
Skills
Sales, Commercial Lending, Account Management, Asset Based Lending, Banking, Financial Services, Loans, Sports Coaching
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Finance
Bridgewater State University 1987 — 1990
BS, Marketing
Ronni Grosskopf's Bank of America Experience December 1987 - April 1998
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Program ManagerWells Fargo Bank2010 - Present
ADS May 1998 - February 2006
Bank of America December 1987 - April 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2001
Executive Management Training
Phoenix College 1981 — 1984
Business Administration
Wells Fargo Program ManagerWells Fargo Bank2010 - Present
ADS May 1998 - February 2006
Bank of America December 1987 - April 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2001
Executive Management Training
Phoenix College 1981 — 1984
Business Administration
Marcelo Assis, CHI™'s Bank of America Experience May 2000 - October 2004
Job Portuguese/Spanish Medical Interpreter CHI™
Industry Hospital & Health Care
Experience
Physique Lab January 2008 - Present
Language Access Network October 2006 - Present
Latintude Investments October 2004 - Present
Bank of America May 2000 - October 2004
Brooks Brothers January 2000 - May 2003
Skills
Spanish, English, Customer Service, Entrepreneurship, Coaching, Sales, Public Speaking, Research, Strategic Planning, Marketing, Microsoft Office, Windows, Team Building, Business Development, Investments, Interpreting, CSS, Web Design, WYSIWYG layout tools, Access, Social Media, Social Media Marketing, Multilingual, Retail, Web 2.0, HTML, Purchasing, Wholesale, Negotiation, Language Services, JavaScript, XML, VMware
Education
Babson College 1998 — 2002
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Babson College 1997 — 2000
Entrepreneurship
Physique Lab January 2008 - Present
Language Access Network October 2006 - Present
Latintude Investments October 2004 - Present
Bank of America May 2000 - October 2004
Brooks Brothers January 2000 - May 2003
Skills
Spanish, English, Customer Service, Entrepreneurship, Coaching, Sales, Public Speaking, Research, Strategic Planning, Marketing, Microsoft Office, Windows, Team Building, Business Development, Investments, Interpreting, CSS, Web Design, WYSIWYG layout tools, Access, Social Media, Social Media Marketing, Multilingual, Retail, Web 2.0, HTML, Purchasing, Wholesale, Negotiation, Language Services, JavaScript, XML, VMware
Education
Babson College 1998 — 2002
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Babson College 1997 — 2000
Entrepreneurship
Lauren Turpin's Bank of America Experience September 2011 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2011 - Present
Bank of America July 2009 - August 2011
Accenture March 2005 - July 2009
Banc of America Investments November 2004 - March 2005
Strong Capital Management January 2002 - March 2004
Skills
Change Management, Transitions, Integrated Systems, Retail Banking, Credit Cards, Banking, Risk Management, Capital Markets, Business Process..., Mortgage Lending, Project Portfolio..., Vendor Management, Project Delivery, Wealth Management, Acquisition Integration, Analysis, Integration, Project Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Master of Library & Information Science (MLIS), Information Science/Studies
Babson College 1997 — 2001
BS, Business Administration
The London School of Economics and Political Science (LSE) 1999 — 2000
Central Piedmont Community College 2004 — 2008
Associate, Paralegal Technology
Bank of America September 2011 - Present
Bank of America July 2009 - August 2011
Accenture March 2005 - July 2009
Banc of America Investments November 2004 - March 2005
Strong Capital Management January 2002 - March 2004
Skills
Change Management, Transitions, Integrated Systems, Retail Banking, Credit Cards, Banking, Risk Management, Capital Markets, Business Process..., Mortgage Lending, Project Portfolio..., Vendor Management, Project Delivery, Wealth Management, Acquisition Integration, Analysis, Integration, Project Management
Education
University of North Carolina at Chapel Hill 2012 — 2015
Master of Library & Information Science (MLIS), Information Science/Studies
Babson College 1997 — 2001
BS, Business Administration
The London School of Economics and Political Science (LSE) 1999 — 2000
Central Piedmont Community College 2004 — 2008
Associate, Paralegal Technology
Scott Mackintosh's Bank of America Experience August 2009 - Present
Job Principal at Bank of America
Industry Financial Services
Experience
Bank of America August 2009 - Present
GE Capital December 2004 - March 2009
GE Capital 2008 - 2009
Merrill Lynch Capital 2004 - 2008
Key Global Finance 1998 - 2004
42 North Structured Finance 1998 - 2004
USL Capital Corporation 1987 - 1998
Mellon US Leasing 1987 - 1998
Skills
Capital Markets, Structured Finance
Education
The University of Chicago 1995 — 1997
MBA, Finance/Accounting
Babson College 1980 — 1984
BS, Finance/Investments
Bank of America August 2009 - Present
GE Capital December 2004 - March 2009
GE Capital 2008 - 2009
Merrill Lynch Capital 2004 - 2008
Key Global Finance 1998 - 2004
42 North Structured Finance 1998 - 2004
USL Capital Corporation 1987 - 1998
Mellon US Leasing 1987 - 1998
Skills
Capital Markets, Structured Finance
Education
The University of Chicago 1995 — 1997
MBA, Finance/Accounting
Babson College 1980 — 1984
BS, Finance/Investments
Sherwin Parkhurst's Bank of America Experience November 2007 - Present
Job Vice President at Bank of America Merrill Lynch Interest Rate Risk Management / Derivative Sales
Industry Capital Markets
Experience
Bank of America November 2007 - Present
Bank of America June 2007 - November 2007
Education
Babson College 2003 — 2007
Bachelors, Economics, Finance
Bank of America November 2007 - Present
Bank of America June 2007 - November 2007
Education
Babson College 2003 — 2007
Bachelors, Economics, Finance
Avnish Puri's Bank of America Experience 2005 - 2007
Job Commercial Lending Portfolio Manager at Avidia Bank
Industry Banking
Experience
Avidia Bank 2014 - Present
Avidia Bank January 2011 - Present
TD Bank July 2007 - December 2010
Bank of America 2005 - 2007
GreenPoint Mortgage Funding 2001 - 2005
Skills
Credit Analysis, Risk Management, Portfolio Management, Financial Analysis, Loans, Credit, Valuation, Banking, Mortgage Lending, Due Diligence, Credit Risk, FHA, Real Estate, Commercial Banking, Analysis, Finance, Financial Risk, Commercial Lending, Underwriting
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
Master of Business Administration (MBA), Finance, General
Institute of Cost and Works Accountants of India - ICWAI
Institute of Cost and Works Accountants of India - ICWAI
Avidia Bank 2014 - Present
Avidia Bank January 2011 - Present
TD Bank July 2007 - December 2010
Bank of America 2005 - 2007
GreenPoint Mortgage Funding 2001 - 2005
Skills
Credit Analysis, Risk Management, Portfolio Management, Financial Analysis, Loans, Credit, Valuation, Banking, Mortgage Lending, Due Diligence, Credit Risk, FHA, Real Estate, Commercial Banking, Analysis, Finance, Financial Risk, Commercial Lending, Underwriting
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2011
Master of Business Administration (MBA), Finance, General
Institute of Cost and Works Accountants of India - ICWAI
Institute of Cost and Works Accountants of India - ICWAI
Frances Richards's Bank of America Experience July 2005 - October 2009
Job SVP, Integrated Program Management, Online Sales & Content
Industry Financial Services
Experience
Merrill Edge October 2009 - Present
Bank of America July 2005 - October 2009
Arthritis Foundation 2004 - 2008
Bank of America April 2004 - June 2005
Fleet Bank February 1997 - April 2004
Bank of Boston November 1993 - February 1997
Businessland May 1989 - January 1991
Skills
Product Management, Product Marketing, Risk Management, Sales, Asset Management, Financial Services, Relationship Management, CRM, Investment Banking, Integrated Marketing, Analysis, Investments, Marketing, Business Planning, Strategy, Market Research, Mutual Funds, Start-ups, Management, Team Building, Vendor Management, Six Sigma, Series 7, Program Management, Public Speaking, Portfolio Management, Marketing Strategy, Integration, Wealth Management, Banking, Strategic Planning, Analytics, PMO, Customer Service, Mergers & Acquisitions, Competitive Analysis, Business Analysis, Finance, Cross-functional Team..., Series 63, Executive Management, Strategic Partnerships, Leadership, Business Development, Securities, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), International Business and Marketing
Connecticut College
Bachelor's Degree, European History and American Government
Crystal Springs Uplands Schools
Merrill Edge October 2009 - Present
Bank of America July 2005 - October 2009
Arthritis Foundation 2004 - 2008
Bank of America April 2004 - June 2005
Fleet Bank February 1997 - April 2004
Bank of Boston November 1993 - February 1997
Businessland May 1989 - January 1991
Skills
Product Management, Product Marketing, Risk Management, Sales, Asset Management, Financial Services, Relationship Management, CRM, Investment Banking, Integrated Marketing, Analysis, Investments, Marketing, Business Planning, Strategy, Market Research, Mutual Funds, Start-ups, Management, Team Building, Vendor Management, Six Sigma, Series 7, Program Management, Public Speaking, Portfolio Management, Marketing Strategy, Integration, Wealth Management, Banking, Strategic Planning, Analytics, PMO, Customer Service, Mergers & Acquisitions, Competitive Analysis, Business Analysis, Finance, Cross-functional Team..., Series 63, Executive Management, Strategic Partnerships, Leadership, Business Development, Securities, Equities
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
Master of Business Administration (M.B.A.), International Business and Marketing
Connecticut College
Bachelor's Degree, European History and American Government
Crystal Springs Uplands Schools
Rosann Palermo Fleischauer's Bank of America Experience 2008 - 2008
Job Lead Consultant at First Byte
Industry Management Consulting
Experience
First Byte 1994 - Present
State Street Bank 2005 - 2015
John Hancock Life Insurance Company (U.S.A.) 2009 - December 2014
Brown Brothers Harriman 2012 - 2013
Bank of America 2008 - 2008
Bank of America 2003 - 2005
Romney for Governor 2002 - 2003
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Gemini Consulting 1993 - 1995
Skills
Financial Services, Change Management, Finance, Consulting, Business Analysis, Asset Managment, Risk Management, Vendor Management, Process Improvement, Business Process, SDLC, Outsourcing, Program Management, Banking, Due Diligence, Technical Writing, Public Speaking, Public Policy, Contract Management, Strategic Communications, Event Planning, Management, Strategy, Analysis, Software Documentation, Business Process..., Fixed Income, Agile Project Management, Agile & Waterfall..., Requirements Gathering, Financial Risk, Management Consulting, Business Transformation
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors, Business Administration and Management, General
Boston College 1986 — 1987
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management and Finance
North Shore High School
First Byte 1994 - Present
State Street Bank 2005 - 2015
John Hancock Life Insurance Company (U.S.A.) 2009 - December 2014
Brown Brothers Harriman 2012 - 2013
Bank of America 2008 - 2008
Bank of America 2003 - 2005
Romney for Governor 2002 - 2003
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
Gemini Consulting 1993 - 1995
Skills
Financial Services, Change Management, Finance, Consulting, Business Analysis, Asset Managment, Risk Management, Vendor Management, Process Improvement, Business Process, SDLC, Outsourcing, Program Management, Banking, Due Diligence, Technical Writing, Public Speaking, Public Policy, Contract Management, Strategic Communications, Event Planning, Management, Strategy, Analysis, Software Documentation, Business Process..., Fixed Income, Agile Project Management, Agile & Waterfall..., Requirements Gathering, Financial Risk, Management Consulting, Business Transformation
Education
Rensselaer Polytechnic Institute 1987 — 1991
Bachelors, Business Administration and Management, General
Boston College 1986 — 1987
Babson College - Franklin W. Olin Graduate School of Business
MBA, Management and Finance
North Shore High School
Eleni O'Shaughnessy's Bank of America Experience February 2013 - Present
Job VP, Technology Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Bank of America January 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management October 2007 - March 2009
Bank of America April 2004 - October 2007
Fleet Bank June 2002 - March 2004
Fleet Bank February 1998 - June 2002
BankBoston February 1995 - January 1998
Skills
Business Analysis, CRM, Banking, Management, Analysis, Risk Management, Project Management, Integration, Organization Skills, Program Management, Change Management, Training, Business Process, Team Facilitation, SDLC, Credit, Cross-functional Team..., Banking Technologies, User Acceptance Testing, Functional Testing, Delivering projects on..., Relationship Management, Cross-functional Team..., Project Delivery, Software Project..., Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, cum laude
Smith College
B.A.
Bank of America February 2013 - Present
Bank of America January 2010 - February 2013
U.S. Trust, Bank of America Private Wealth Management October 2007 - March 2009
Bank of America April 2004 - October 2007
Fleet Bank June 2002 - March 2004
Fleet Bank February 1998 - June 2002
BankBoston February 1995 - January 1998
Skills
Business Analysis, CRM, Banking, Management, Analysis, Risk Management, Project Management, Integration, Organization Skills, Program Management, Change Management, Training, Business Process, Team Facilitation, SDLC, Credit, Cross-functional Team..., Banking Technologies, User Acceptance Testing, Functional Testing, Delivering projects on..., Relationship Management, Cross-functional Team..., Project Delivery, Software Project..., Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 1997 — 2002
MBA, cum laude
Smith College
B.A.
Mark Renwick's Bank of America Experience 1997 - June 2015
Job Finance Business Support Manager at Bank of America
Industry Banking
Experience
Bank of America 1997 - June 2015
Barnett Bank, Inc 1982 - 1997
Skills
Financial Analysis, Banking, Financial Modeling, Retail Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1982
MBA, General Business
University of Massachusetts, Amherst 1975 — 1979
BA, Psychology
Bank of America 1997 - June 2015
Barnett Bank, Inc 1982 - 1997
Skills
Financial Analysis, Banking, Financial Modeling, Retail Banking
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1982
MBA, General Business
University of Massachusetts, Amherst 1975 — 1979
BA, Psychology
Shueb Ahmed's Bank of America Experience June 2010 - December 2011
Job Banking Professional
Industry Banking
Experience
Jefferies & Company April 2012 - Present
Bank of America June 2010 - December 2011
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Hedge Funds, Equities
Education
Babson College 2007 — 2009
Finance, General, 3.6
Jefferies & Company April 2012 - Present
Bank of America June 2010 - December 2011
Skills
Financial Modeling, Capital Markets, Valuation, Investment Banking, Bloomberg, Financial Analysis, Corporate Finance, Fixed Income, Hedge Funds, Equities
Education
Babson College 2007 — 2009
Finance, General, 3.6
Kathryn Maciel, MBA's Bank of America Experience August 2014 - Present
Job Digital Marketing and Ecommerce
Industry Marketing and Advertising
Experience
Bank of America August 2014 - Present
Ally Financial Inc. 2012 - March 2014
Ally Financial Inc. 2011 - 2012
Ally Financial Inc. 2009 - 2011
Bank of America 2008 - October 2010
Bank of America 2007 - 2008
Marvel Entertainment 2004 - 2005
Marvel Entertainment 1998 - 2004
Marvel Entertainment 1996 - 1997
Skills
Strategic Partnerships, E-commerce, Strategy, Management, Marketing, Competitive Analysis, Analytics, Product Management, Cross-functional Team..., Digital Marketing, Online Marketing, Leadership, Advertising, Online Advertising
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing
Northeastern University
Bachelor of Science Business Administration
Villanova University
Six Sigma Green Belt Certification
New York University
Ecommerce Program
Bank of America August 2014 - Present
Ally Financial Inc. 2012 - March 2014
Ally Financial Inc. 2011 - 2012
Ally Financial Inc. 2009 - 2011
Bank of America 2008 - October 2010
Bank of America 2007 - 2008
Marvel Entertainment 2004 - 2005
Marvel Entertainment 1998 - 2004
Marvel Entertainment 1996 - 1997
Skills
Strategic Partnerships, E-commerce, Strategy, Management, Marketing, Competitive Analysis, Analytics, Product Management, Cross-functional Team..., Digital Marketing, Online Marketing, Leadership, Advertising, Online Advertising
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing
Northeastern University
Bachelor of Science Business Administration
Villanova University
Six Sigma Green Belt Certification
New York University
Ecommerce Program
Pravin Pundlik's Bank of America Experience May 2007 - Present
Job Vice President, Application Manager
Industry Financial Services
Experience
Bank of America May 2007 - Present
Wells Fargo Company (Formerly Wachovia Inc) Charlotte, NC 2004 - 2007
Amdocs Inc 2001 - 2004
Deloitte 2000 - 2001
Onward Novell Technologies Pvt. Ltd 1995 - 2000
Skills
Technology Leadership, LIFECYCLE PROJECT..., Off-shore Team..., Off-shore Project..., Performance Management, Global Client Management, Incident Management, Problem Management, Change Management, Release Management, PEOPLE MANAGEMENT, PROCESS & QUALITY DRIVEN, CUSTOMER CENTRIC &..., INNOVATIVE & GOAL..., Domain Knowledge in..., DOMAIN KNOWLEDGE IN..., Management
Education
Baker College Center for Graduate Studies 2009 — 2011
Master of Business Administration (MBA), Finance, General, A
Victoria Jubilee Technical Institute (VJTI), Mumbai, India 1991 — 1995
Bachelor of Engineering (BE), Information Technology
Bank of America May 2007 - Present
Wells Fargo Company (Formerly Wachovia Inc) Charlotte, NC 2004 - 2007
Amdocs Inc 2001 - 2004
Deloitte 2000 - 2001
Onward Novell Technologies Pvt. Ltd 1995 - 2000
Skills
Technology Leadership, LIFECYCLE PROJECT..., Off-shore Team..., Off-shore Project..., Performance Management, Global Client Management, Incident Management, Problem Management, Change Management, Release Management, PEOPLE MANAGEMENT, PROCESS & QUALITY DRIVEN, CUSTOMER CENTRIC &..., INNOVATIVE & GOAL..., Domain Knowledge in..., DOMAIN KNOWLEDGE IN..., Management
Education
Baker College Center for Graduate Studies 2009 — 2011
Master of Business Administration (MBA), Finance, General, A
Victoria Jubilee Technical Institute (VJTI), Mumbai, India 1991 — 1995
Bachelor of Engineering (BE), Information Technology
Janet Bean's Bank of America Experience 2004 - 2009
Job Compliance Officer
Industry Financial Services
Experience
Norwood Bank March 2010 - Present
MITSS 2003 - 2010
Bank of America 2004 - 2009
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Business
College of the Holy Cross 1979 — 1983
BA, Math & Economics
Braintree High School
HS Diploma, College Prep
Norwood Bank March 2010 - Present
MITSS 2003 - 2010
Bank of America 2004 - 2009
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, International Business
College of the Holy Cross 1979 — 1983
BA, Math & Economics
Braintree High School
HS Diploma, College Prep
Cain Gail's Bank of America Experience August 1985 - January 1992
Job Night Shift Supervisor at IT Manager HP NOC
Industry Information Technology and Services
Experience
Hewlett-Packard April 2006 - Present
IT Manager HP NOC July 2000 - Present
Bank of America August 1985 - January 1992
Skills
Communication, Process Improvement, Customer Service, Disaster Recovery, Networking, Quality Assurance, Vendor Management, Writing
Education
Baker College of Auburn Hills
Associate's degree, Information Technology
Hewlett-Packard April 2006 - Present
IT Manager HP NOC July 2000 - Present
Bank of America August 1985 - January 1992
Skills
Communication, Process Improvement, Customer Service, Disaster Recovery, Networking, Quality Assurance, Vendor Management, Writing
Education
Baker College of Auburn Hills
Associate's degree, Information Technology
Stephen Tahmoush's Bank of America Experience June 2013 - Present
Job AVP, Intermediate Finance Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
JPMorgan Chase August 2008 - June 2013
Education
Babson College 2004 — 2008
Finance
Bank of America June 2013 - Present
JPMorgan Chase August 2008 - June 2013
Education
Babson College 2004 — 2008
Finance
Stephanie Hamdi Pacha's Bank of America Experience May 2009 - Present
Job Regional Manager Commercial Real Estate Loan Servicing at Bank of America
Industry Banking
Experience
Bank of America May 2009 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Business Admin
Stonehill College
Bachelor of Science, Business Administration
Bank of America May 2009 - Present
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
MBA, Business Admin
Stonehill College
Bachelor of Science, Business Administration
Nadine Ballinger's Bank of America Experience June 2007 - July 2008
Job Front Office Services Manager at Eagle Investment Systems
Industry Computer Software
Experience
Eagle Investment Systems June 2013 - Present
Omgeo July 2008 - June 2013
Bank of America June 2007 - July 2008
Diversified Layup May 2004 - June 2007
Skills
Fluent in German, Omgeo Oasys, Oasys Global, Omgeo Alert, Omgeo Connect, Omgeo Central Trade..., Omgeo TradeSuite, Software Documentation, Training, Cross-functional Team..., Management, Databases, Risk Management, Business Analysis, Integration, CRM, Visio, Process Improvement, SharePoint, Vendor Management, SDLC
Education
Charleston Southern University 2010 — 2012
Master of Business Administration (M.B.A.), Organizational Behavior Studies, 3.82
Babson College 2000 — 2004
Bachelor's degree, Finance, General
Mark T. Sheehan
Eagle Investment Systems June 2013 - Present
Omgeo July 2008 - June 2013
Bank of America June 2007 - July 2008
Diversified Layup May 2004 - June 2007
Skills
Fluent in German, Omgeo Oasys, Oasys Global, Omgeo Alert, Omgeo Connect, Omgeo Central Trade..., Omgeo TradeSuite, Software Documentation, Training, Cross-functional Team..., Management, Databases, Risk Management, Business Analysis, Integration, CRM, Visio, Process Improvement, SharePoint, Vendor Management, SDLC
Education
Charleston Southern University 2010 — 2012
Master of Business Administration (M.B.A.), Organizational Behavior Studies, 3.82
Babson College 2000 — 2004
Bachelor's degree, Finance, General
Mark T. Sheehan
Diana Taksir's Bank of America Experience September 2004 - May 2009
Job
Industry Financial Services
Experience
Citizens Bank September 2009 - Present
Bank of America September 2004 - May 2009
Bank of America January 1998 - January 2004
Citizens Bank January 1996 - January 1998
Skills
Leadership, Risk Management, Portfolio Management, Credit, Business Analysis, Investments, Banking, Project Management, Loans, Retail Banking, Management, Mortgage Lending, Sales, Securities, Commercial Lending, Relationship Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
MBA
Northeastern University 1998 — 2001
Bachelor of Science, Business Administration
Citizens Bank September 2009 - Present
Bank of America September 2004 - May 2009
Bank of America January 1998 - January 2004
Citizens Bank January 1996 - January 1998
Skills
Leadership, Risk Management, Portfolio Management, Credit, Business Analysis, Investments, Banking, Project Management, Loans, Retail Banking, Management, Mortgage Lending, Sales, Securities, Commercial Lending, Relationship Management, Finance
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2009
MBA
Northeastern University 1998 — 2001
Bachelor of Science, Business Administration
Linda M. Duggan's Bank of America Experience July 2013 - Present
Job Vice President, Enterprise Marketing Programs at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
EY September 2007 - July 2013
Education
Babson College 2003 — 2007
BS in Business Management, Dual Concentration: Marketing/Strategic Management
Bank of America July 2013 - Present
EY September 2007 - July 2013
Education
Babson College 2003 — 2007
BS in Business Management, Dual Concentration: Marketing/Strategic Management
Bradley Benton's Bank of America Experience 2010 - 2011
Job System Analysis at Accenture
Industry Management Consulting
Experience
Accenture May 2005 - Present
Bank of America 2010 - 2011
Dow Chemical 2006 - 2008
CDI August 2004 - May 2005
ZeroChaos September 2002 - August 2004
Skills
System Testing, Test Management, Test Planning, Integration Testing, Regression Testing, Performance Testing, Leadership Development, Actuate, Technical Training, Software Training, Market Risk, Manual Testing, Oracle SQL, Teradata, Business Process..., Process Improvement, Training Delivery, Technical Leadership, Team Leadership, Virtual Teams, Team Coordination, Basel II, Cross-functional Team..., Team Building, Diversity Training, Cultural Diversity, System Administration, Systems Analysis, Defect Tracking, Quality Center, Quality Assurance, SharePoint
Education
Baker College Center for Graduate Studies 2012 — 2014
Master's degree, Industrial and Organizational Psychology
Baker College of Flint 2008 — 2012
Bachelor, Psycholgy
Accenture May 2005 - Present
Bank of America 2010 - 2011
Dow Chemical 2006 - 2008
CDI August 2004 - May 2005
ZeroChaos September 2002 - August 2004
Skills
System Testing, Test Management, Test Planning, Integration Testing, Regression Testing, Performance Testing, Leadership Development, Actuate, Technical Training, Software Training, Market Risk, Manual Testing, Oracle SQL, Teradata, Business Process..., Process Improvement, Training Delivery, Technical Leadership, Team Leadership, Virtual Teams, Team Coordination, Basel II, Cross-functional Team..., Team Building, Diversity Training, Cultural Diversity, System Administration, Systems Analysis, Defect Tracking, Quality Center, Quality Assurance, SharePoint
Education
Baker College Center for Graduate Studies 2012 — 2014
Master's degree, Industrial and Organizational Psychology
Baker College of Flint 2008 — 2012
Bachelor, Psycholgy
Giuseppe Pecorilli's Bank of America Experience 2010 - 2012
Job Knowledge is power
Industry Banking
Experience
Grow Financial Federal Credit Union September 2014 - Present
Grow Financial Federal Credit Union June 2013 - September 2014
SunTrust Bank 2012 - 2013
Bank of America 2010 - 2012
Skills
Retail Banking, Customer Service
Education
Baker College of Auburn Hills 2010 — 2014
Bachelor's degree, Marketing
Grow Financial Federal Credit Union September 2014 - Present
Grow Financial Federal Credit Union June 2013 - September 2014
SunTrust Bank 2012 - 2013
Bank of America 2010 - 2012
Skills
Retail Banking, Customer Service
Education
Baker College of Auburn Hills 2010 — 2014
Bachelor's degree, Marketing
Scott Dow's Bank of America Experience September 1989 - October 2004
Job Chief Workout Officer at Santander Bank, N. A.
Industry Banking
Experience
Santander Bank, N.A. February 2010 - Present
Capmark October 2004 - February 2010
Bank of America September 1989 - October 2004
BayBank June 1982 - September 1989
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Loan Origination, Commercial Mortgages
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Tufts University
Bachelor of Arts (B.A.)
Santander Bank, N.A. February 2010 - Present
Capmark October 2004 - February 2010
Bank of America September 1989 - October 2004
BayBank June 1982 - September 1989
Skills
Banking, Loans, Credit, Commercial Lending, Credit Analysis, Credit Risk, Portfolio Management, Financial Analysis, Risk Management, Loan Origination, Commercial Mortgages
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
Tufts University
Bachelor of Arts (B.A.)
Joseph Milton's Bank of America Experience January 2003 - November 2005
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase 2010 - 2012
Citizens Trust Bank July 2008 - May 2010
Wachovia -Wells Fargo November 2005 - July 2008
Bank of America January 2003 - November 2005
Bank One September 2000 - January 2003
Skills
Training, Small Business, Small Business Lending, Sales Management, Customer Retention, Communication, Job Coaching, Management, Banking, Financial Analysis, Over 14 years of...
Education
Baker College Center for Graduate Studies 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.4
Morris Brown College 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.0
JP Morgan Chase 2010 - 2012
Citizens Trust Bank July 2008 - May 2010
Wachovia -Wells Fargo November 2005 - July 2008
Bank of America January 2003 - November 2005
Bank One September 2000 - January 2003
Skills
Training, Small Business, Small Business Lending, Sales Management, Customer Retention, Communication, Job Coaching, Management, Banking, Financial Analysis, Over 14 years of...
Education
Baker College Center for Graduate Studies 2005 — 2007
Master of Business Administration (MBA), Finance and Financial Management Services, 3.4
Morris Brown College 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.0
Shawn Scannell's Bank of America Experience 2004 - 2005
Job Director, Professional Services at Virtustream
Industry Information Technology and Services
Experience
Virtustream 2014 - Present
Capgemini Consulting 2005 - 2014
Bank of America 2004 - 2005
Bank of America 2002 - 2004
Rational Software 1999 - 2000
Rational Software 1997 - 1999
Skills
Strategy, Business Strategy, Change Management, Business Transformation, Business Process..., Program Management, Management Consulting, Leadership, IT Strategy, Financial Services, Project Management, Risk Management, Product Marketing, Acquisition Integration, Banking, Business Analysis, Financial Modeling, Relationship Management, Vendor Management, Financial Analysis, Project Planning, Marketing, Telecommunications, Mergers & Acquisitions, Operations Management, Organizational Design, Customer Satisfaction, Channel Program..., Technology Leadership, Leading people through..., Operating Models, Strategic Financial..., Business Planning, Corporate Finance, Talent Management, Talent Acquisition, Cross Functional Team..., Product Management, Strategic Planning, PMO, Management, Project Portfolio..., SDLC, Market Access, Channel Strategy..., Cloud Computing IaaS, Cloud Computing
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Strategy and Organizational Behavior
Babson College
Bachelor of Science (B.S.), cum laude, Finance and Economics
Virtustream 2014 - Present
Capgemini Consulting 2005 - 2014
Bank of America 2004 - 2005
Bank of America 2002 - 2004
Rational Software 1999 - 2000
Rational Software 1997 - 1999
Skills
Strategy, Business Strategy, Change Management, Business Transformation, Business Process..., Program Management, Management Consulting, Leadership, IT Strategy, Financial Services, Project Management, Risk Management, Product Marketing, Acquisition Integration, Banking, Business Analysis, Financial Modeling, Relationship Management, Vendor Management, Financial Analysis, Project Planning, Marketing, Telecommunications, Mergers & Acquisitions, Operations Management, Organizational Design, Customer Satisfaction, Channel Program..., Technology Leadership, Leading people through..., Operating Models, Strategic Financial..., Business Planning, Corporate Finance, Talent Management, Talent Acquisition, Cross Functional Team..., Product Management, Strategic Planning, PMO, Management, Project Portfolio..., SDLC, Market Access, Channel Strategy..., Cloud Computing IaaS, Cloud Computing
Education
Emory University - Goizueta Business School
Master of Business Administration (MBA), Strategy and Organizational Behavior
Babson College
Bachelor of Science (B.S.), cum laude, Finance and Economics
Sean O'Neill's Bank of America Experience 2000 - 2004
Job Founder and Managing Partner at Old Ironsides Energy
Industry Oil & Energy
Experience
Old Ironsides Energy 2013 - Present
Independent Petroleum Association of America 2011 - Present
Boston Children's Museum 2010 - Present
Liberty Energy Holdings 2004 - 2013
Bank of America 2000 - 2004
Dynegy 1999 - 2000
Skills
Private Equity, Due Diligence, Corporate Development, Mergers, Valuation, Venture Capital
Education
The University of Texas at Austin
Bachelor's degree, Business Economics
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Old Ironsides Energy 2013 - Present
Independent Petroleum Association of America 2011 - Present
Boston Children's Museum 2010 - Present
Liberty Energy Holdings 2004 - 2013
Bank of America 2000 - 2004
Dynegy 1999 - 2000
Skills
Private Equity, Due Diligence, Corporate Development, Mergers, Valuation, Venture Capital
Education
The University of Texas at Austin
Bachelor's degree, Business Economics
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
Karissa Fulcher's Bank of America Experience June 2008 - April 2010
Job
Industry
Experience
Bank of America June 2008 - April 2010
Tim Hortons April 2006 - June 2008
Skills
Customer Service, Computer-savvy, Microsoft Word, Windows 7, Cash-handling, Phone Etiquette, Childcare, Teen Services, People-oriented, Organization, Motivated self-starter, Keen Listener, Leadership, Goal Oriented
Education
Baker College of Auburn Hills 2012 — 2015
Graphic Design, Freshman
Bank of America June 2008 - April 2010
Tim Hortons April 2006 - June 2008
Skills
Customer Service, Computer-savvy, Microsoft Word, Windows 7, Cash-handling, Phone Etiquette, Childcare, Teen Services, People-oriented, Organization, Motivated self-starter, Keen Listener, Leadership, Goal Oriented
Education
Baker College of Auburn Hills 2012 — 2015
Graphic Design, Freshman
Jason Eastep's Bank of America Experience September 2009 - August 2011
Job Senior Relationship Banker at BankUnited
Industry Banking
Experience
BankUnited June 2014 - Present
BB&T (BankAtlantic) September 2011 - June 2014
Bank of America September 2009 - August 2011
Skills
Small Business Lending, Small Business..., Retail Banking, Branch Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (B.A.), History
BankUnited June 2014 - Present
BB&T (BankAtlantic) September 2011 - June 2014
Bank of America September 2009 - August 2011
Skills
Small Business Lending, Small Business..., Retail Banking, Branch Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (B.A.), History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS