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
Kevin Knight Kevin Knight's Bank of America Experience June 2002 - March 2004
Job Vice President of Capital Markets at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Ellen (Ward) Lopez's Bank of America Experience August 1978 - September 2011
Job Writer, Publisher
Industry Writing and Editing
Experience
Independent writer, publisher May 2013 - Present
Bank of America August 1978 - September 2011
Education
The University of Texas at Austin
BA, Mathematics
Southern Methodist University
MA, Liberal Arts
Lake Highlands High School
Independent writer, publisher May 2013 - Present
Bank of America August 1978 - September 2011
Education
The University of Texas at Austin
BA, Mathematics
Southern Methodist University
MA, Liberal Arts
Lake Highlands High School
Darla Moll Darla Moll's Bank of America Experience February 2010 - March 2015
Job RVP West Region
Industry Food & Beverages
Experience
Chartwells School Dining/Compass Group USA June 2015 - Present
Bank of America February 2010 - March 2015
Bank of America 2009 - 2010
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2004 - 2006
McLeodUSA 1999 - 2004
AT&T 1998 - 1999
Skills
Corporate Sales..., Field Sales Management, Program Management, Sales and Service..., Proficiency Development, Business Strategy, Change Management, Sales and Service..., Learning Design and..., Operational Excellence, Banking, Business Transformation, Sales, Vendor Management, Leadership, Management, Project Management, Process Improvement, Business Process, Training, Strategy, Credit, Retail Banking, Risk Management, Relationship Management, Financial Services, Strategic Planning, Performance Management
Education
Southern Methodist University
Bachelors of Science, Psychology
Chartwells School Dining/Compass Group USA June 2015 - Present
Bank of America February 2010 - March 2015
Bank of America 2009 - 2010
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2004 - 2006
McLeodUSA 1999 - 2004
AT&T 1998 - 1999
Skills
Corporate Sales..., Field Sales Management, Program Management, Sales and Service..., Proficiency Development, Business Strategy, Change Management, Sales and Service..., Learning Design and..., Operational Excellence, Banking, Business Transformation, Sales, Vendor Management, Leadership, Management, Project Management, Process Improvement, Business Process, Training, Strategy, Credit, Retail Banking, Risk Management, Relationship Management, Financial Services, Strategic Planning, Performance Management
Education
Southern Methodist University
Bachelors of Science, Psychology
David Arledge's Bank of America Experience June 2012 - July 2013
Job Regulatory Compliance at Bank of America
Industry Real Estate
Experience
Bank of America June 2012 - July 2013
DRA Property Management LLC October 2011 - May 2012
TexasLending.com January 2010 - July 2011
RRG July 2009 - December 2009
Skills
Loans, Mortgage Banking, Loan Origination, Real Estate, Credit Analysis, Financial Analysis, Finance, Investments, Customer Service, Microsoft Excel, Investment Properties, Sales
Education
Southern Methodist University 2005 — 2008
Markets and Cultures, Eco
University of Kansas 2004 — 2005
Bank of America June 2012 - July 2013
DRA Property Management LLC October 2011 - May 2012
TexasLending.com January 2010 - July 2011
RRG July 2009 - December 2009
Skills
Loans, Mortgage Banking, Loan Origination, Real Estate, Credit Analysis, Financial Analysis, Finance, Investments, Customer Service, Microsoft Excel, Investment Properties, Sales
Education
Southern Methodist University 2005 — 2008
Markets and Cultures, Eco
University of Kansas 2004 — 2005
Megan Earls Megan Earls's Bank of America Experience March 2014 - Present
Job Museum Professional
Industry Museums and Institutions
Experience
Woodland Park Zoo July 2014 - Present
Bank of America March 2014 - Present
Woodland Park Zoo November 2013 - January 2014
Albany Visitors Association November 2012 - June 2013
Nordic Heritage Museum June 2012 - December 2012
Renton Historical Museum April 2012 - June 2012
Seattle Art Museum March 2012 - June 2012
Henry Art Gallery September 2011 - May 2012
Nordstrom April 2010 - May 2012
Southern Methodist University August 2008 - May 2010
Skills
Historical Research, Microsoft Word, PastPerfect, Research, Museum Collections, Collections Management, Audience Evaluations, Fundraising, Grant Writing, Art Handling, Creative Public..., Archival Management, Microsoft Office, Microsoft Excel, MIMSY, PowerPoint, Prezi, Team Management, Communication, Customer Service, Leadership, Volunteer Management
Education
University of Washington 2011 — 2013
Master of Arts (M.A.), Museology/Museum Studies
Southern Methodist University 2006 — 2010
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Woodland Park Zoo July 2014 - Present
Bank of America March 2014 - Present
Woodland Park Zoo November 2013 - January 2014
Albany Visitors Association November 2012 - June 2013
Nordic Heritage Museum June 2012 - December 2012
Renton Historical Museum April 2012 - June 2012
Seattle Art Museum March 2012 - June 2012
Henry Art Gallery September 2011 - May 2012
Nordstrom April 2010 - May 2012
Southern Methodist University August 2008 - May 2010
Skills
Historical Research, Microsoft Word, PastPerfect, Research, Museum Collections, Collections Management, Audience Evaluations, Fundraising, Grant Writing, Art Handling, Creative Public..., Archival Management, Microsoft Office, Microsoft Excel, MIMSY, PowerPoint, Prezi, Team Management, Communication, Customer Service, Leadership, Volunteer Management
Education
University of Washington 2011 — 2013
Master of Arts (M.A.), Museology/Museum Studies
Southern Methodist University 2006 — 2010
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Craig Swann, CFA Craig Swann, CFA's Bank of America Experience August 2002 - June 2004
Job Relationship Manager at Credit Suisse Private Bank
Industry Investment Management
Experience
Credit Suisse May 2015 - Present
J.P. Morgan Private Bank June 2013 - May 2015
Westpark Capital, L.P. June 2012 - May 2013
PineBridge Investments April 2006 - June 2012
SMU Radio Network August 2000 - December 2008
Capital One Southcoast Capital May 2004 - April 2006
Bank of America August 2002 - June 2004
Morgan Stanley Wealth Management May 1998 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), History
Credit Suisse May 2015 - Present
J.P. Morgan Private Bank June 2013 - May 2015
Westpark Capital, L.P. June 2012 - May 2013
PineBridge Investments April 2006 - June 2012
SMU Radio Network August 2000 - December 2008
Capital One Southcoast Capital May 2004 - April 2006
Bank of America August 2002 - June 2004
Morgan Stanley Wealth Management May 1998 - August 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Investments, Principal Investing
Education
Southern Methodist University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Southern Methodist University 1992 — 1996
Bachelor of Arts (B.A.), History
Neda Bahramnejad's Bank of America Experience 2006 - 2007
Job Program Manager at Fujitsu Network Communications
Industry Telecommunications
Experience
Fujitsu Network Communications December 2014 - Present
Fujitsu Network Communications April 2012 - December 2014
Fujitsu Network Communications August 2011 - April 2013
Fujitsu Network Communications April 2010 - August 2011
Fujitsu Network Communications December 2008 - April 2010
Bank of America 2006 - 2007
Skills
Account Management, Customer Relations, Excel, SAP, Sales Management, PowerPoint, Word, Microsoft Excel, Customer Service, Microsoft Word, Salesforce.com, Telecommunications, Team Leadership, Program Management, Training, Process Improvement, Leadership, Forecasting, Management
Education
Southern Methodist University 2011 — 2013
Master of Liberal Studies (MLS), Organizational Dynamics
Texas Tech University - Rawls College of Business 2007 — 2008
BBA, Double Major; International Business and Marketing - Minor; Spanish
Escola Superior de Comerc Internacional - Barcelona, Spain 2007 — 2007
International Business
ECELA-Escuelas y Centros de Espanol en Latino America - Buenos Aires, Argentina 2005 — 2005
Spanish Language Program
Fujitsu Network Communications December 2014 - Present
Fujitsu Network Communications April 2012 - December 2014
Fujitsu Network Communications August 2011 - April 2013
Fujitsu Network Communications April 2010 - August 2011
Fujitsu Network Communications December 2008 - April 2010
Bank of America 2006 - 2007
Skills
Account Management, Customer Relations, Excel, SAP, Sales Management, PowerPoint, Word, Microsoft Excel, Customer Service, Microsoft Word, Salesforce.com, Telecommunications, Team Leadership, Program Management, Training, Process Improvement, Leadership, Forecasting, Management
Education
Southern Methodist University 2011 — 2013
Master of Liberal Studies (MLS), Organizational Dynamics
Texas Tech University - Rawls College of Business 2007 — 2008
BBA, Double Major; International Business and Marketing - Minor; Spanish
Escola Superior de Comerc Internacional - Barcelona, Spain 2007 — 2007
International Business
ECELA-Escuelas y Centros de Espanol en Latino America - Buenos Aires, Argentina 2005 — 2005
Spanish Language Program
Katie Novak's Bank of America Experience October 2014 - March 2015
Job Entrepreneur, Finance, Management
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Bank of America October 2014 - March 2015
Casey Professional Consultants August 2013 - December 2013
Liberty Savings Bank - Hyde Park 2012 - 2013
Skills
Loans, Credit, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Social Networking, Strategic Planning, Microsoft Word, Sales
Education
University of South Florida 2015 — 2016
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
University of South Florida 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Southern Methodist University 2007 — 2010
N/A, Engineering
Wells Fargo September 2015 - Present
Bank of America October 2014 - March 2015
Casey Professional Consultants August 2013 - December 2013
Liberty Savings Bank - Hyde Park 2012 - 2013
Skills
Loans, Credit, Customer Service, Microsoft Office, PowerPoint, Public Speaking, Social Media, Event Planning, Social Networking, Strategic Planning, Microsoft Word, Sales
Education
University of South Florida 2015 — 2016
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
University of South Florida 2012 — 2014
Bachelor of Applied Science (BASc), Finance, General
Southern Methodist University 2007 — 2010
N/A, Engineering
David Milton David Milton's Bank of America Experience 1989 - 2004
Job North Texas Director of Business Banking at Comerica Bank
Industry Banking
Experience
Comerica Bank September 2011 - Present
Comerica Bank September 2004 - September 2011
Bank of America 1989 - 2004
Jack Stone & Associates 1988 - 1989
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Banking, Portfolio Management, Middle Market, Corporate Finance, Credit
Education
Southern Methodist University 1984 — 1989
BBA/BS, Business Administration/Economics
Comerica Bank September 2011 - Present
Comerica Bank September 2004 - September 2011
Bank of America 1989 - 2004
Jack Stone & Associates 1988 - 1989
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Banking, Portfolio Management, Middle Market, Corporate Finance, Credit
Education
Southern Methodist University 1984 — 1989
BBA/BS, Business Administration/Economics
John L. Holt, Jr. John L. Holt, Jr.'s Bank of America Experience 1992 - 1998
Job President & CEO at Nexbank Capital, Inc.
Industry Banking
Experience
Nexbank Capital, Inc. July 2011 - Present
Southwest Securities, FSB June 2003 - July 2011
Compass Bank 1998 - 2003
Bank of America 1992 - 1998
Hibernia National Bank 1990 - 1992
Skills
Banking, Credit, Executive Management, Strategic Planning, Loans, Commercial Lending, Strategic Thinking, Mortgage Lending, Credit Analysis, Commercial Banking, Investment Banking, Finance, Financial Services, Leadership, Equities, Due Diligence, Securities, Risk Management, Small Business Lending, Retail Banking, Commercial Mortgages, Corporate Finance, Mortgage Banking, Mergers & Acquisitions, Loan Origination, Financial Analysis, Private Equity, Credit Risk, Portfolio Management, Business Development, Investments, Marketing, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Consumer Lending, Financial Modeling, Financial Risk, Financial Structuring, Funding, Loan Servicing, Real Estate Economics, Refinance, Relationship Management, Structured Finance, Treasury Management, Underwriting, Valuation
Education
Southern Methodist University 1994 — 1996
Southwestern Graduate School of Banking
University of Arizona 1994 — 1996
Karl Eller Graduate School of Management
The University of Texas at Arlington 1984 — 1987
BBA, Business Administration and Management, General
Nexbank Capital, Inc. July 2011 - Present
Southwest Securities, FSB June 2003 - July 2011
Compass Bank 1998 - 2003
Bank of America 1992 - 1998
Hibernia National Bank 1990 - 1992
Skills
Banking, Credit, Executive Management, Strategic Planning, Loans, Commercial Lending, Strategic Thinking, Mortgage Lending, Credit Analysis, Commercial Banking, Investment Banking, Finance, Financial Services, Leadership, Equities, Due Diligence, Securities, Risk Management, Small Business Lending, Retail Banking, Commercial Mortgages, Corporate Finance, Mortgage Banking, Mergers & Acquisitions, Loan Origination, Financial Analysis, Private Equity, Credit Risk, Portfolio Management, Business Development, Investments, Marketing, Asset Based Lending, Asset Management, Capital Markets, Cash Management, Consumer Lending, Financial Modeling, Financial Risk, Financial Structuring, Funding, Loan Servicing, Real Estate Economics, Refinance, Relationship Management, Structured Finance, Treasury Management, Underwriting, Valuation
Education
Southern Methodist University 1994 — 1996
Southwestern Graduate School of Banking
University of Arizona 1994 — 1996
Karl Eller Graduate School of Management
The University of Texas at Arlington 1984 — 1987
BBA, Business Administration and Management, General
Gabriel Antillon's Bank of America Experience January 2006 - October 2009
Job Executive Distributor
Industry Health, Wellness and Fitness
Experience
Self-employed March 2010 - Present
Bank of America January 2006 - October 2009
Coutrywide Loans June 2005 - January 2006
Skills
Loans, Commercial Lending, Mutual Funds, Credit, Banking, Loan Origination, Mortgage Lending, Portfolio Management, Credit Analysis, Commercial Banking, Credit Risk, Residential Mortgages, Mortgage Banking, Financial Services, Refinance, Finance, Sales, Customer Service, Strategic Planning, Marketing, Financial Analysis, Customer-focused Service, Marketing Strategy, Management, Leadership, Sales Management, Commercial Real Estate, Investments, Real Estate, Real Estate Transactions, Social Media Marketing, Microsoft Office, Investment Properties, Risk Management, Social Networking, Social Media, Team Building
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Economics with Finance
Champions School of Real Estate
Self-employed March 2010 - Present
Bank of America January 2006 - October 2009
Coutrywide Loans June 2005 - January 2006
Skills
Loans, Commercial Lending, Mutual Funds, Credit, Banking, Loan Origination, Mortgage Lending, Portfolio Management, Credit Analysis, Commercial Banking, Credit Risk, Residential Mortgages, Mortgage Banking, Financial Services, Refinance, Finance, Sales, Customer Service, Strategic Planning, Marketing, Financial Analysis, Customer-focused Service, Marketing Strategy, Management, Leadership, Sales Management, Commercial Real Estate, Investments, Real Estate, Real Estate Transactions, Social Media Marketing, Microsoft Office, Investment Properties, Risk Management, Social Networking, Social Media, Team Building
Education
Southern Methodist University 2001 — 2005
Bachelor of Science (B.S.), Economics with Finance
Champions School of Real Estate
Doug Hutt Doug Hutt's Bank of America Experience April 1981 - April 2004
Job President & CEO at Park Cities Financial Group
Industry Banking
Experience
Cadence Bank, N.A. November 2011 - November 2012
Cadence Bank, N.A. April 2011 - November 2011
Cadence Bank, N.A. September 2010 - May 2011
BBVA Compass April 2004 - September 2010
Bank of America April 1981 - April 2004
Skills
Investment Banking, Wealth Management, Brokerage, Corporate Finance, Bank Mergers, Commercial Banking, Banking, Mergers & Acquisitions, Commercial Lending, Loans, Treasury Management, Credit, Credit Analysis, Financial Services
Education
Southern Methodist University
MBA
Cadence Bank, N.A. November 2011 - November 2012
Cadence Bank, N.A. April 2011 - November 2011
Cadence Bank, N.A. September 2010 - May 2011
BBVA Compass April 2004 - September 2010
Bank of America April 1981 - April 2004
Skills
Investment Banking, Wealth Management, Brokerage, Corporate Finance, Bank Mergers, Commercial Banking, Banking, Mergers & Acquisitions, Commercial Lending, Loans, Treasury Management, Credit, Credit Analysis, Financial Services
Education
Southern Methodist University
MBA
J Shelby (Sheb) Farris J Shelby (Sheb) Farris's Bank of America Experience January 2000 - June 2005
Job Senior Vice President Middle Market at Citi Commercial Bank
Industry Banking
Experience
Citi September 2015 - Present
Bank of Texas July 2013 - September 2015
Amegy Bank January 2006 - July 2013
Traxxas June 2005 - January 2006
Bank of America January 2000 - June 2005
Bank of America April 1999 - January 2000
Bank of America January 1997 - April 1999
Bank of America October 1994 - January 1997
Skills
Banking, Loans, Credit, Financial Modeling, Finance, Real Estate, Portfolio Management, Credit Analysis, Commercial Banking, Process Improvement, Investment Banking, Financial Analysis, Commercial Lending, Insurance, Time Management, Due Diligence, Underwriting, Treasury Management, Financial Services, Management, Mergers
Education
Texas A&M University-Commerce 1992 — 1994
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economis
Paris High School 1984 — 1987
Citi September 2015 - Present
Bank of Texas July 2013 - September 2015
Amegy Bank January 2006 - July 2013
Traxxas June 2005 - January 2006
Bank of America January 2000 - June 2005
Bank of America April 1999 - January 2000
Bank of America January 1997 - April 1999
Bank of America October 1994 - January 1997
Skills
Banking, Loans, Credit, Financial Modeling, Finance, Real Estate, Portfolio Management, Credit Analysis, Commercial Banking, Process Improvement, Investment Banking, Financial Analysis, Commercial Lending, Insurance, Time Management, Due Diligence, Underwriting, Treasury Management, Financial Services, Management, Mergers
Education
Texas A&M University-Commerce 1992 — 1994
MBA, Finance
Southern Methodist University 1987 — 1991
BA, Economis
Paris High School 1984 — 1987
Gary Bao Gary Bao's Bank of America Experience July 2015 - Present
Job Consultant/Contractor
Industry Computer Software
Experience
Bank of America July 2015 - Present
Torchmark Corporation April 2013 - May 2015
RealPage, Inc. October 2011 - April 2013
Fiserv July 2010 - October 2011
Capital One March 2002 - March 2010
Skills
C#, XML, .NET, Web Services, Agile Methodologies, ASP.NET, Microsoft SQL Server, WCF, Software Development, JavaScript, Visual Studio, SQL, AJAX, jQuery, Java, Scrum, ASP.NET MVC, VB.NET, T-SQL, LINQ
Education
Southern Methodist University 1993 — 1996
Master of Science (MS), Physics
University of Science & Technology of China 1986 — 1991
Bachelor of Science (BS), Physics
Bank of America July 2015 - Present
Torchmark Corporation April 2013 - May 2015
RealPage, Inc. October 2011 - April 2013
Fiserv July 2010 - October 2011
Capital One March 2002 - March 2010
Skills
C#, XML, .NET, Web Services, Agile Methodologies, ASP.NET, Microsoft SQL Server, WCF, Software Development, JavaScript, Visual Studio, SQL, AJAX, jQuery, Java, Scrum, ASP.NET MVC, VB.NET, T-SQL, LINQ
Education
Southern Methodist University 1993 — 1996
Master of Science (MS), Physics
University of Science & Technology of China 1986 — 1991
Bachelor of Science (BS), Physics
Harrison Thurston Harrison Thurston's Bank of America Experience April 2003 - April 2011
Job VP Operations and Chief of Staff at Fiserv
Industry Banking
Experience
Fiserv January 2015 - Present
Fiserv November 2012 - Present
H. H. Thurston Holdings LLC April 2011 - Present
Bank of America April 2003 - April 2011
Bank of America August 2001 - April 2003
Bank of America March 2001 - August 2001
Bank of America September 2000 - March 2001
Bank of America January 1999 - August 2000
Skills
Strategy, Credit
Education
Southern Methodist University 1993 — 1997
BBA - Finance, Finance, Economics, History
Episcopal High School 1989 — 1993
Fiserv January 2015 - Present
Fiserv November 2012 - Present
H. H. Thurston Holdings LLC April 2011 - Present
Bank of America April 2003 - April 2011
Bank of America August 2001 - April 2003
Bank of America March 2001 - August 2001
Bank of America September 2000 - March 2001
Bank of America January 1999 - August 2000
Skills
Strategy, Credit
Education
Southern Methodist University 1993 — 1997
BBA - Finance, Finance, Economics, History
Episcopal High School 1989 — 1993
Chris McCahan Chris McCahan's Bank of America Experience 1993 - 1995
Job Chief Investment Officer at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation January 1998 - Present
Bank of America 1993 - 1995
MCI 1992 - 1993
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Change Management, Accounting
Education
SMU 1995 — 1997
MBA, International Finance
UVM 1988 — 1992
BS, Business Administration
IFC - International Finance Corporation January 1998 - Present
Bank of America 1993 - 1995
MCI 1992 - 1993
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Business Analysis, Change Management, Accounting
Education
SMU 1995 — 1997
MBA, International Finance
UVM 1988 — 1992
BS, Business Administration
David Mentesana, MAI David Mentesana, MAI's Bank of America Experience January 1995 - March 2012
Job VP, Operations and Client Development at MyAMC, LLC
Industry Banking
Experience
MyAMC, LLC September 2014 - Present
ServiceLink March 2012 - July 2014
Bank of America January 1995 - March 2012
Bank of America 1995 - 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, Loss Mitigation, Loan Origination, FHA, Credit, Banking, Mortgage Servicing, Underwriting, Risk Management, Refinance, Residential Mortgages, Loan Servicing, Valuation, Portfolio Management, Credit Analysis, Financial Services, Mortgage Underwriting, Default, Appraisal Skills, Financial Risk
Education
Southern Methodist University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Jesuit College Prep, Dallas, Texas
MyAMC, LLC September 2014 - Present
ServiceLink March 2012 - July 2014
Bank of America January 1995 - March 2012
Bank of America 1995 - 2000
Skills
Mortgage Lending, Mortgage Banking, Loans, Loss Mitigation, Loan Origination, FHA, Credit, Banking, Mortgage Servicing, Underwriting, Risk Management, Refinance, Residential Mortgages, Loan Servicing, Valuation, Portfolio Management, Credit Analysis, Financial Services, Mortgage Underwriting, Default, Appraisal Skills, Financial Risk
Education
Southern Methodist University 1983 — 1987
Bachelor of Business Administration (BBA), Finance, General
Jesuit College Prep, Dallas, Texas
Martha Mathews Martha Mathews's Bank of America Experience 1984 - 1990
Job Senior Vice President at JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase 1990 - Present
Bank One 1999 - 2005
Bank One 1990 - 1999
Bank of America 1984 - 1990
Education
The University of Texas at Austin 1982 — 1984
MBA, Finance and Accounting
Southern Methodist University 1977 — 1981
BS in Mechanical Engineering, Engineering
JPMorgan Chase 1990 - Present
Bank One 1999 - 2005
Bank One 1990 - 1999
Bank of America 1984 - 1990
Education
The University of Texas at Austin 1982 — 1984
MBA, Finance and Accounting
Southern Methodist University 1977 — 1981
BS in Mechanical Engineering, Engineering
Chris Brownfield Chris Brownfield's Bank of America Experience June 1999 - December 2011
Job Realtor® at Keller Williams Park Cities Dallas
Industry Real Estate
Experience
Keller Williams Realty Park Cities Dallas February 2015 - Present
Keller Williams Realty Urban Dallas July 2013 - February 2015
Bank of America June 1999 - December 2011
Skills
Real Estate, Real Estate Contracts, Real Estate Transactions, Sales Contracts, Residential Homes, condos, Residential Investment..., Foreclosures, Short Sales, Comparative Market..., Mortgage Lending, Loans, Consumer Lending, Loan Origination, Escrow, Contract Law, Legal Writing, Texas Association of..., National Association of..., Leasing, Credit Bureau, Financial Analysis, Legal Documents, Chapter 7 & 13, Corporate Law, Westlaw, Legal Compliance, Bankruptcy, Torts, Condos, First Time Home Buyers, Sellers, Sales, Buyers, Investment Properties
Education
Texas Tech University 1987 — 1992
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.0
Southern Methodist University 2012 — 2012
Paralegal Certificate, 4.0
American School of Real Estate 2013 — 2013
Real Estate, Real Estate
TCU Energy Institute 2014 — 2014
Mineral Rights and Royalty Owners Program
Lubbock High School 1985 — 1987
Keller Williams Realty Park Cities Dallas February 2015 - Present
Keller Williams Realty Urban Dallas July 2013 - February 2015
Bank of America June 1999 - December 2011
Skills
Real Estate, Real Estate Contracts, Real Estate Transactions, Sales Contracts, Residential Homes, condos, Residential Investment..., Foreclosures, Short Sales, Comparative Market..., Mortgage Lending, Loans, Consumer Lending, Loan Origination, Escrow, Contract Law, Legal Writing, Texas Association of..., National Association of..., Leasing, Credit Bureau, Financial Analysis, Legal Documents, Chapter 7 & 13, Corporate Law, Westlaw, Legal Compliance, Bankruptcy, Torts, Condos, First Time Home Buyers, Sellers, Sales, Buyers, Investment Properties
Education
Texas Tech University 1987 — 1992
Bachelor of Business Administration (BBA), Business Administration, Management and Operations, 3.0
Southern Methodist University 2012 — 2012
Paralegal Certificate, 4.0
American School of Real Estate 2013 — 2013
Real Estate, Real Estate
TCU Energy Institute 2014 — 2014
Mineral Rights and Royalty Owners Program
Lubbock High School 1985 — 1987
Kim Burdick Kim Burdick's Bank of America Experience 2006 - 2009
Job Community Banking Group at Fremont Bank
Industry Financial Services
Experience
Fremont Bank November 2011 - Present
Opus Bank June 2010 - September 2011
Bank of America 2006 - 2009
Bank of America 2003 - 2009
Banc of America Investments 2006 - 2008
Bank of America October 2000 - November 2001
Bank of America 2000 - 2001
Skills
Retail Banking, Commercial Banking, Wealth Management..., Small Business Lending, Commercial Lending, Investments, Loans, Wealth Management, Strategy, Banking, Credit, Financial Services, Private Banking, Risk Management, Loan Origination, Portfolio Management, Commercial Mortgages, Leadership, Lines Of Credit, Financial Risk, Cross Selling, Mortgage Lending, Underwriting, Asset Based Lending, Treasury Management, Credit Analysis, Consumer Lending, Branch Management, Strategic Planning, Relationship Management, Credit Risk, Cash Management, Deposits, Mortgage Banking, Branch Banking, Construction Loans, Financial Structuring, SBA, Refinance, Finance, Residential Mortgages, Credit Cards, Asset Management, Real Estate Financing, Middle Market, Sales Management, Funding, Executive Management, Capital Markets, Strategic Financial...
Education
Southern Methodist University 1987 — 1989
Advanced Studies, Banking
University of California, Los Angeles 1975 — 1979
BA, History
Fremont Bank November 2011 - Present
Opus Bank June 2010 - September 2011
Bank of America 2006 - 2009
Bank of America 2003 - 2009
Banc of America Investments 2006 - 2008
Bank of America October 2000 - November 2001
Bank of America 2000 - 2001
Skills
Retail Banking, Commercial Banking, Wealth Management..., Small Business Lending, Commercial Lending, Investments, Loans, Wealth Management, Strategy, Banking, Credit, Financial Services, Private Banking, Risk Management, Loan Origination, Portfolio Management, Commercial Mortgages, Leadership, Lines Of Credit, Financial Risk, Cross Selling, Mortgage Lending, Underwriting, Asset Based Lending, Treasury Management, Credit Analysis, Consumer Lending, Branch Management, Strategic Planning, Relationship Management, Credit Risk, Cash Management, Deposits, Mortgage Banking, Branch Banking, Construction Loans, Financial Structuring, SBA, Refinance, Finance, Residential Mortgages, Credit Cards, Asset Management, Real Estate Financing, Middle Market, Sales Management, Funding, Executive Management, Capital Markets, Strategic Financial...
Education
Southern Methodist University 1987 — 1989
Advanced Studies, Banking
University of California, Los Angeles 1975 — 1979
BA, History
Doug Schwartz Doug Schwartz's Bank of America Experience November 2014 - Present
Job Business Control Executive at Bank of America
Industry Banking
Experience
Bank of America November 2014 - Present
Bank of America January 2012 - November 2014
Bank of America 1999 - January 2012
Lockheed Martin 1987 - 1998
Skills
PMP, DFSS Green Belt, Aerospace Structures, Aircraft Systems, Software Engineering, Retail Banking, Project Management, Program Management, Business Process, Visio, Strategy, Vendor Management, Change Management, SDLC
Education
Southern Methodist University 1989 — 1991
Master of Science, Engineering Management
University of Michigan 1982 — 1986
Bachelor of Science in Engineering, Aerospace Engineering
Bank of America November 2014 - Present
Bank of America January 2012 - November 2014
Bank of America 1999 - January 2012
Lockheed Martin 1987 - 1998
Skills
PMP, DFSS Green Belt, Aerospace Structures, Aircraft Systems, Software Engineering, Retail Banking, Project Management, Program Management, Business Process, Visio, Strategy, Vendor Management, Change Management, SDLC
Education
Southern Methodist University 1989 — 1991
Master of Science, Engineering Management
University of Michigan 1982 — 1986
Bachelor of Science in Engineering, Aerospace Engineering
John Sidney Trahan John Sidney Trahan's Bank of America Experience 1984 - 1988
Job Chief Financial Officer at The Menil Collection
Industry Nonprofit Organization Management
Experience
The Menil Collection July 2014 - Present
Kay Mason Foundation January 2013 - December 2013
US Bank July 2011 - September 2011
Assured Guaranty 2006 - 2010
BNP Paribas 2001 - 2006
KBC Bank 1998 - 2001
CIBC World Markets 1995 - 1998
Sumitomo Mitsui Banking Corporation 1994 - 1995
JP Morgan Chase 1988 - 1994
Bank of America 1984 - 1988
Skills
Finance, Public Finance, Banking, Capital Markets, Structured Finance, Bonds, Credit Analysis, ESL, EFL, Management, Fixed Income, Financial Structuring, Project Finance, Investment Banking, Derivatives, Securities, Investments, Business Development, Financial Modeling, Portfolio Management
Education
Teachers College of Columbia University 2012 — 2012
Certificate / Teaching English to Speakers of Other Languges, Teaching English as a Second or Foreign Language/ESL Language Instructor
Southern Methodist University 1979 — 1983
BBA, Accounting
The Menil Collection July 2014 - Present
Kay Mason Foundation January 2013 - December 2013
US Bank July 2011 - September 2011
Assured Guaranty 2006 - 2010
BNP Paribas 2001 - 2006
KBC Bank 1998 - 2001
CIBC World Markets 1995 - 1998
Sumitomo Mitsui Banking Corporation 1994 - 1995
JP Morgan Chase 1988 - 1994
Bank of America 1984 - 1988
Skills
Finance, Public Finance, Banking, Capital Markets, Structured Finance, Bonds, Credit Analysis, ESL, EFL, Management, Fixed Income, Financial Structuring, Project Finance, Investment Banking, Derivatives, Securities, Investments, Business Development, Financial Modeling, Portfolio Management
Education
Teachers College of Columbia University 2012 — 2012
Certificate / Teaching English to Speakers of Other Languges, Teaching English as a Second or Foreign Language/ESL Language Instructor
Southern Methodist University 1979 — 1983
BBA, Accounting
Jill Hood Jill Hood's Bank of America Experience June 1990 - May 1994
Job Investment manager
Industry Investment Management
Experience
Hood investments January 1990 - Present
Bank of America June 1990 - May 1994
Skills
Investments, Alternative Investments, Wealth Management, Portfolio Management, Accounting, Strategic Planning, Management, Equities, Hedge Funds, Investment Management, Private Equity, Asset Managment, Asset Allocation, Investment Strategies, Bloomberg, Asset Management
Education
Southern Methodist University
BA, English, Education
Hood investments January 1990 - Present
Bank of America June 1990 - May 1994
Skills
Investments, Alternative Investments, Wealth Management, Portfolio Management, Accounting, Strategic Planning, Management, Equities, Hedge Funds, Investment Management, Private Equity, Asset Managment, Asset Allocation, Investment Strategies, Bloomberg, Asset Management
Education
Southern Methodist University
BA, English, Education
Cam Modecki Cam Modecki's Bank of America Experience May 2011 - December 2012
Job Senior VicePresident, MidAtlantic Market Manager Citigold Wealth Management at Citi FINRA Series 24,7 & 63 Licensed
Industry Banking
Experience
Citi December 2012 - Present
Bank of America May 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - April 2011
Wachovia June 2001 - July 2010
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Mortgage Banking, Retail Banking, Series 63, Credit Analysis
Education
Southern Methodist University
The Potomac School, McLean, Virginia
Citi December 2012 - Present
Bank of America May 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - April 2011
Wachovia June 2001 - July 2010
Skills
Small Business Lending, Commercial Lending, Loans, Mortgage Lending, Banking, Credit, Commercial Banking, Mortgage Banking, Retail Banking, Series 63, Credit Analysis
Education
Southern Methodist University
The Potomac School, McLean, Virginia
Gwendolyn Wilson Dean Gwendolyn Wilson Dean's Bank of America Experience March 1984 - October 2004
Job Educator
Industry Education Management
Experience
Dallas Independent School District August 2005 - Present
Bank of America March 1984 - October 2004
Skills
Educator, Mentor, Leadership Development, Strategic Planning, Team Building, Process Improvement, Program Management, Organizational..., Public Speaking, Training, Staff Development, Policy, Nonprofits, Instructional Design, Higher Education, Community Outreach, Program Development, Grant Writing, Leadership, Fundraising, Coaching, Teaching, Volunteer Management, Strategy, Analysis, Event Planning, Performance Management
Education
Southern Methodist University
B.S., Political Science/History
Southern Methodist University
Master of Education (M.Ed.), Talented and Gifted Instruction
Dallas Independent School District August 2005 - Present
Bank of America March 1984 - October 2004
Skills
Educator, Mentor, Leadership Development, Strategic Planning, Team Building, Process Improvement, Program Management, Organizational..., Public Speaking, Training, Staff Development, Policy, Nonprofits, Instructional Design, Higher Education, Community Outreach, Program Development, Grant Writing, Leadership, Fundraising, Coaching, Teaching, Volunteer Management, Strategy, Analysis, Event Planning, Performance Management
Education
Southern Methodist University
B.S., Political Science/History
Southern Methodist University
Master of Education (M.Ed.), Talented and Gifted Instruction
Chase Spirito Chase Spirito's Bank of America Experience April 2008 - May 2014
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2014 - Present
Bank of America April 2008 - May 2014
BOK Financial June 2006 - April 2008
HBK Investments 2005 - 2005
Skills
Credit Analysis, Capital Markets, Valuation, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Financial Analysis, Derivatives, Risk Management, Equities, Credit Risk, Corporate Finance, Banking, Loans, Credit, Investments, Due Diligence, Structured Finance, Financial Structuring
Education
Southern Methodist University 2002 — 2006
BBA, Finance, Honors
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase June 2014 - Present
Bank of America April 2008 - May 2014
BOK Financial June 2006 - April 2008
HBK Investments 2005 - 2005
Skills
Credit Analysis, Capital Markets, Valuation, Financial Modeling, Fixed Income, Investment Banking, Portfolio Management, Financial Analysis, Derivatives, Risk Management, Equities, Credit Risk, Corporate Finance, Banking, Loans, Credit, Investments, Due Diligence, Structured Finance, Financial Structuring
Education
Southern Methodist University 2002 — 2006
BBA, Finance, Honors
Southern Methodist University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Asif Lalani Asif Lalani's Bank of America Experience January 2015 - September 2015
Job Service Provider Liaison II
Industry Banking
Experience
Santander Consumer USA Inc. September 2015 - Present
Bank of America January 2015 - September 2015
Bank of America May 2013 - January 2015
Bank of America May 2012 - May 2013
Bank of America December 2010 - May 2012
Bank of America April 2004 - December 2010
Bank of America December 2003 - April 2004
Skills
Management, CRM, Training, Analysis, Banking, Sales, Process Improvement, Customer Satisfaction, Credit, Team Leadership, Data Analysis, Call Centers, Business Analysis, Customer Service, Leadership, Microsoft Office, Human Resources, Marketing Communications, Auditing, Negotiation, Quality Center, Quality Assurance, Corporate Communications
Education
Southern Methodist University 2007 — 2010
BA, Sociology/Markets & Culture
Santander Consumer USA Inc. September 2015 - Present
Bank of America January 2015 - September 2015
Bank of America May 2013 - January 2015
Bank of America May 2012 - May 2013
Bank of America December 2010 - May 2012
Bank of America April 2004 - December 2010
Bank of America December 2003 - April 2004
Skills
Management, CRM, Training, Analysis, Banking, Sales, Process Improvement, Customer Satisfaction, Credit, Team Leadership, Data Analysis, Call Centers, Business Analysis, Customer Service, Leadership, Microsoft Office, Human Resources, Marketing Communications, Auditing, Negotiation, Quality Center, Quality Assurance, Corporate Communications
Education
Southern Methodist University 2007 — 2010
BA, Sociology/Markets & Culture
Ellen Marsteller's Bank of America Experience February 2015 - Present
Job Assistant Vice President Senior Auditor I at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America June 2012 - Present
Laffer Investments January 2012 - January 2012
Congressman Pete Sessions May 2011 - August 2011
George W. Bush Presidential Center August 2010 - December 2010
Office of Congressman Pete Sessions June 2010 - August 2010
Governor Robert F. McDonnell May 2010 - June 2010
KBW June 2007 - August 2007
Skills
Fundraising, Research, PowerPoint, Event Planning, Microsoft Excel, Leadership, Social Media, Access, Analysis, Program Management, Economics, Data Analysis, Financial Modeling, Financial Analysis, Auditing
Education
Southern Methodist University 2008 — 2012
Bachelor of Arts, Distinction in History, Minor in Art History
University College London, U. of London 2011 — 2011
History
The Collegiate School 1995 — 2008
Bank of America February 2015 - Present
Bank of America June 2012 - Present
Laffer Investments January 2012 - January 2012
Congressman Pete Sessions May 2011 - August 2011
George W. Bush Presidential Center August 2010 - December 2010
Office of Congressman Pete Sessions June 2010 - August 2010
Governor Robert F. McDonnell May 2010 - June 2010
KBW June 2007 - August 2007
Skills
Fundraising, Research, PowerPoint, Event Planning, Microsoft Excel, Leadership, Social Media, Access, Analysis, Program Management, Economics, Data Analysis, Financial Modeling, Financial Analysis, Auditing
Education
Southern Methodist University 2008 — 2012
Bachelor of Arts, Distinction in History, Minor in Art History
University College London, U. of London 2011 — 2011
History
The Collegiate School 1995 — 2008
Lily John Lily John's Bank of America Experience February 2005 - Present
Job Vendor Sourcing at Bank Of America
Industry
Experience
Bank Of America February 2005 - Present
Education
Southern Methodist University
Bank Of America February 2005 - Present
Education
Southern Methodist University
Elva Nyatenya, PMP Elva Nyatenya, PMP's Bank of America Experience April 2011 - July 2011
Job Project Manager/Senior Business Analyst
Industry Information Technology and Services
Experience
Pima County - Consultant September 2012 - Present
Bank of America April 2011 - July 2011
Parago, Inc. September 2010 - March 2011
Vistronix, Inc. September 2007 - June 2010
Techsys Business Solutions, Inc September 2006 - August 2007
HealthMarkets 2006 - 2007
satyam March 2006 - September 2006
Lincoln consulting July 2002 - December 2004
SPRINT CORPORATION March 1994 - July 2002
Sprint 1994 - 2002
Skills
SDLC, Requirements Analysis, Quality Assurance, Visio, Software Development, Software Documentation, Business Requirements, User Acceptance Testing, Business Process, Testing, SQL, Databases, Program Management, Project Planning, Analysis, Test Planning, Data Analysis
Education
Southern Methodist University 1989 — 1993
Bachelor, Computer Science
Pima County - Consultant September 2012 - Present
Bank of America April 2011 - July 2011
Parago, Inc. September 2010 - March 2011
Vistronix, Inc. September 2007 - June 2010
Techsys Business Solutions, Inc September 2006 - August 2007
HealthMarkets 2006 - 2007
satyam March 2006 - September 2006
Lincoln consulting July 2002 - December 2004
SPRINT CORPORATION March 1994 - July 2002
Sprint 1994 - 2002
Skills
SDLC, Requirements Analysis, Quality Assurance, Visio, Software Development, Software Documentation, Business Requirements, User Acceptance Testing, Business Process, Testing, SQL, Databases, Program Management, Project Planning, Analysis, Test Planning, Data Analysis
Education
Southern Methodist University 1989 — 1993
Bachelor, Computer Science
Gillian Breidenbach Gillian Breidenbach's Bank of America Experience September 1990 - Present
Job SVP, Dallas/Fort Worth Local Market Development Manager at Bank of America
Industry Banking
Experience
Bank of America September 1990 - Present
Streich Lang 1995 - 1999
Skills
Media Relations, Sponsorship, Leadership, Commercial Lending, Banking, Loans, Sports, Commercial Banking, Credit, Marketing, Small Business Lending, Executive Management, Mortgage Banking, Consumer Lending, Credit Analysis, Business Development, Strategic Financial..., Management, Sales, Treasury Management, Portfolio Management, Relationship Management, Financial Services, Retail Banking, Mortgage Lending, Risk Management, Cross Selling, Wealth Management
Education
Southern Methodist University 1986 — 1990
Bank of America September 1990 - Present
Streich Lang 1995 - 1999
Skills
Media Relations, Sponsorship, Leadership, Commercial Lending, Banking, Loans, Sports, Commercial Banking, Credit, Marketing, Small Business Lending, Executive Management, Mortgage Banking, Consumer Lending, Credit Analysis, Business Development, Strategic Financial..., Management, Sales, Treasury Management, Portfolio Management, Relationship Management, Financial Services, Retail Banking, Mortgage Lending, Risk Management, Cross Selling, Wealth Management
Education
Southern Methodist University 1986 — 1990
Dave Dussair's Bank of America Experience March 2010 - September 2010
Job Director of Operations
Industry Medical Devices
Experience
4WEB Inc. November 2011 - Present
Verizon Wireless September 2010 - July 2011
Bank of America March 2010 - September 2010
Alltel August 2008 - February 2010
Citibank August 2004 - February 2008
InterDirect USA February 1999 - February 2004
Skills
Database Marketing, Telecommunications, New Hire Orientation, Retail, Marketing Automation, Vendor Relations, Master Data, Campaign Management, Channel, Cellular, B2B
Education
Southern Methodist University 2000 — 2001
Oracle 8, HP Unix
Texas Tech University 1989 — 1994
BS, Restaurant, Hotel & Institutional Management
4WEB Inc. November 2011 - Present
Verizon Wireless September 2010 - July 2011
Bank of America March 2010 - September 2010
Alltel August 2008 - February 2010
Citibank August 2004 - February 2008
InterDirect USA February 1999 - February 2004
Skills
Database Marketing, Telecommunications, New Hire Orientation, Retail, Marketing Automation, Vendor Relations, Master Data, Campaign Management, Channel, Cellular, B2B
Education
Southern Methodist University 2000 — 2001
Oracle 8, HP Unix
Texas Tech University 1989 — 1994
BS, Restaurant, Hotel & Institutional Management
Andrew Bryan Andrew Bryan's Bank of America Experience July 2003 - August 2005
Job Private Equity Executive
Industry Financial Services
Experience
St. Louis, MO January 2012 - Present
Enterprise Trust Company October 2009 - October 2011
Regions Bank October 2007 - October 2009
Bank of America July 2003 - August 2005
Merrill Lynch January 1999 - June 2003
Skills
Estate Planning, Wealth Management, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Insurance, Investment Advisory, Investments, Marketing Program..., Sales/Revenue Growth, Client Acquisition, Sales Presentations, Strategic Partnerships, Strategic Financial..., Marketing Strategy, Private Equity, Investment Management, Strategic Planning, Strategy, Customer Acquisition, Wealth Management..., Private Banking, Finance, Business Development, Financial Services, Commercial Banking, Banking
Education
The University of Edinburgh 1998 — 2000
MBA, International Finance
Southern Methodist University 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
St Louis Country Day School 1980 — 1986
High School, All Subjects
St. Louis, MO January 2012 - Present
Enterprise Trust Company October 2009 - October 2011
Regions Bank October 2007 - October 2009
Bank of America July 2003 - August 2005
Merrill Lynch January 1999 - June 2003
Skills
Estate Planning, Wealth Management, Asset Allocation, Risk Management, Financial Planning, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Asset Management, Insurance, Investment Advisory, Investments, Marketing Program..., Sales/Revenue Growth, Client Acquisition, Sales Presentations, Strategic Partnerships, Strategic Financial..., Marketing Strategy, Private Equity, Investment Management, Strategic Planning, Strategy, Customer Acquisition, Wealth Management..., Private Banking, Finance, Business Development, Financial Services, Commercial Banking, Banking
Education
The University of Edinburgh 1998 — 2000
MBA, International Finance
Southern Methodist University 1986 — 1990
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
St Louis Country Day School 1980 — 1986
High School, All Subjects
Judy Lovell Thompson Judy Lovell Thompson's Bank of America Experience February 2005 - May 2006
Job Director Loyalty Strategies, Springleaf Financial Services
Industry Financial Services
Experience
Springleaf Financial Services January 2014 - Present
MarketLauncher, Inc. October 2011 - January 2014
Vanguard September 2008 - June 2010
Bank of America February 2005 - May 2006
Skills
Marketing Strategy, Direct Marketing, Strategic Partnerships, Product Marketing, Business Development, Lead Generation, Strategy, Social Media Marketing, B2B Marketing, Account Management, Sales Management, Project Management, Recruiting, Onboarding, Startup Marketing, Database Marketing, Customer Service, Loss Prevention..., People Development, Client Development, Relationship Management, P&L Responsibility, Vendor Management, Data Analysis
Education
Southern Methodist University
B.A., Spanish
Archmere Academy
Springleaf Financial Services January 2014 - Present
MarketLauncher, Inc. October 2011 - January 2014
Vanguard September 2008 - June 2010
Bank of America February 2005 - May 2006
Skills
Marketing Strategy, Direct Marketing, Strategic Partnerships, Product Marketing, Business Development, Lead Generation, Strategy, Social Media Marketing, B2B Marketing, Account Management, Sales Management, Project Management, Recruiting, Onboarding, Startup Marketing, Database Marketing, Customer Service, Loss Prevention..., People Development, Client Development, Relationship Management, P&L Responsibility, Vendor Management, Data Analysis
Education
Southern Methodist University
B.A., Spanish
Archmere Academy
Gordon Scherck III Gordon Scherck III's Bank of America Experience February 1997 - January 2006
Job Retired Family First
Industry Consumer Services
Experience
U.S. Bank April 2013 - August 2014
Client Services Incorporated March 2006 - April 2013
Bank of America February 1997 - January 2006
May Company Collections 1991 - 1996
Skills
Call Center, Forecasting, Risk Management, Operations Management, Customer Relations, Excel, Budgeting, Problem Solving, Word, Team Building, Analysis, Coaching, Strategic Planning, Credit, Business Strategy, Process Improvement, Account Management, Credit Cards, Financial Analysis, Compliance, Microsoft Office, Outlook, Call Centers, Customer Service, Team Leadership, Training, Negotiation, Customer Satisfaction, Management, Finance, Vendor Management, Insurance, Loss Mitigation, Debt Management, Financial Services, Debt Settlement, Loans, Leadership, Customer Retention, Credit Analysis, Executive Management, Accounts Receivable, Microsoft Excel, Portfolio Management, Credit Risk, Payments, Sales, Team Management, FDCPA, Business Analysis
Education
Southern Methodist University 1987 — 1991
Bachelor Arts, History/Anthropology
St. Louis Country Day 1979 — 1987
5th grade -High School, High School Diploma
U.S. Bank April 2013 - August 2014
Client Services Incorporated March 2006 - April 2013
Bank of America February 1997 - January 2006
May Company Collections 1991 - 1996
Skills
Call Center, Forecasting, Risk Management, Operations Management, Customer Relations, Excel, Budgeting, Problem Solving, Word, Team Building, Analysis, Coaching, Strategic Planning, Credit, Business Strategy, Process Improvement, Account Management, Credit Cards, Financial Analysis, Compliance, Microsoft Office, Outlook, Call Centers, Customer Service, Team Leadership, Training, Negotiation, Customer Satisfaction, Management, Finance, Vendor Management, Insurance, Loss Mitigation, Debt Management, Financial Services, Debt Settlement, Loans, Leadership, Customer Retention, Credit Analysis, Executive Management, Accounts Receivable, Microsoft Excel, Portfolio Management, Credit Risk, Payments, Sales, Team Management, FDCPA, Business Analysis
Education
Southern Methodist University 1987 — 1991
Bachelor Arts, History/Anthropology
St. Louis Country Day 1979 — 1987
5th grade -High School, High School Diploma
Paula del Valle Paula del Valle's Bank of America Experience January 2004 - January 2006
Job Recruiter Bilingual/ Consultant at AVCO International
Industry Human Resources
Experience
Avco International May 1995 - Present
Citigroup January 2006 - January 2009
Bank of America January 2004 - January 2006
Skills
Corporate Recruiting, Contract Recruitment, Financial Recruiting, Experienced Program..., Translation, Trade Shows, Training, Operations Management, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Succession Planning, Employee Engagement, Technical Recruiting, Employee Relations, Performance Management, Organizational..., Customer Service, Coaching, Team Building, Leadership, Microsoft Office
Education
SMU
Ursuline Academy
Brookhaven College, AA
Avco International May 1995 - Present
Citigroup January 2006 - January 2009
Bank of America January 2004 - January 2006
Skills
Corporate Recruiting, Contract Recruitment, Financial Recruiting, Experienced Program..., Translation, Trade Shows, Training, Operations Management, Talent Acquisition, Recruiting, Applicant Tracking..., Talent Management, Succession Planning, Employee Engagement, Technical Recruiting, Employee Relations, Performance Management, Organizational..., Customer Service, Coaching, Team Building, Leadership, Microsoft Office
Education
SMU
Ursuline Academy
Brookhaven College, AA
Joyce James Joyce James's Bank of America Experience 1980 - 2000
Job President at Landmark Bank
Industry Financial Services
Experience
Landmark Bank November 2000 - Present
Bank of America 1980 - 2000
Skills
Negotiation, Strategic Planning, Financial Analysis, Public Relations, Banking, Budgeting, Customer Relations, Marketing Strategy, Customer Service, Team Building, Sales Management, Problem Solving, Planning, Business Analysis, Team Leadership, Organizational..., Fundraising, Business Strategy, New Business Development, Business Planning, Real Estate, Management Consulting, Coaching, Small Business, Marketing, Account Management, Leadership, Business Development, Budgets, Management, Entrepreneurship, Recruiting, Sales, Project Planning
Education
Southern Methodist University 1995 — 1998
Graduate Banking School, Finance
Landmark Bank November 2000 - Present
Bank of America 1980 - 2000
Skills
Negotiation, Strategic Planning, Financial Analysis, Public Relations, Banking, Budgeting, Customer Relations, Marketing Strategy, Customer Service, Team Building, Sales Management, Problem Solving, Planning, Business Analysis, Team Leadership, Organizational..., Fundraising, Business Strategy, New Business Development, Business Planning, Real Estate, Management Consulting, Coaching, Small Business, Marketing, Account Management, Leadership, Business Development, Budgets, Management, Entrepreneurship, Recruiting, Sales, Project Planning
Education
Southern Methodist University 1995 — 1998
Graduate Banking School, Finance
Michael S. Chadwick Michael S. Chadwick's Bank of America Experience September 1975 - May 1978
Job Managing Director at Shoreline Capital Advisors, Inc.
Industry Investment Banking
Experience
Shoreline Capital Advisors, Inc. April 2011 - Present
Growh Capital Partners, LLP (now Duff & Phelps Securities, LLC) January 2010 - March 2011
SMH Capital, division of SMHGroup August 1994 - December 2009
Chadwick, Chambers & Associates, Inc. January 1989 - August 1994
Lovett Mitchell Webb & Garrison, Inc. September 1984 - December 1988
Underwood, Neuhaus & Co., Incorporated June 1978 - August 1984
Bank of America September 1975 - May 1978
Skills
Investment and Merchant..., Mergers, Investment Banking, Corporate Finance, Investments, Securities, Recapitalizations, Series 7, Capital, Private Equity, Growth Capital, Private Placements, Valuation, Venture Capital, Due Diligence, Financial Modeling, Equity Research, IPO, Capital Markets, Corporate Development, Equities, Alternative Investments, Mezzanine, M&A experience, Mergers & Acquisitions, Structured Finance, Investment Management, Financial Advisory, Project Finance, Leveraged Finance, Equity Capital Markets, Financial Services, Portfolio Management, Funding, Loans, Asset Management, LBO, Equity Valuation, Trading, Capital Structure, Financial Structuring, Divestitures, Investor Relations, Business Valuation, Debt Restructuring, Hedge Funds
Education
Southern Methodist University 1974 — 1975
MBA, Finance and Accounting
The University of Texas at Austin 1972 — 1974
BA Economics, Economics, Finance and Accounting
University of Pennsylvania 1970 — 1972
N/A, Business - Wharton School of Finance
St. John's School 1957 — 1970
High School, General Studies
Shoreline Capital Advisors, Inc. April 2011 - Present
Growh Capital Partners, LLP (now Duff & Phelps Securities, LLC) January 2010 - March 2011
SMH Capital, division of SMHGroup August 1994 - December 2009
Chadwick, Chambers & Associates, Inc. January 1989 - August 1994
Lovett Mitchell Webb & Garrison, Inc. September 1984 - December 1988
Underwood, Neuhaus & Co., Incorporated June 1978 - August 1984
Bank of America September 1975 - May 1978
Skills
Investment and Merchant..., Mergers, Investment Banking, Corporate Finance, Investments, Securities, Recapitalizations, Series 7, Capital, Private Equity, Growth Capital, Private Placements, Valuation, Venture Capital, Due Diligence, Financial Modeling, Equity Research, IPO, Capital Markets, Corporate Development, Equities, Alternative Investments, Mezzanine, M&A experience, Mergers & Acquisitions, Structured Finance, Investment Management, Financial Advisory, Project Finance, Leveraged Finance, Equity Capital Markets, Financial Services, Portfolio Management, Funding, Loans, Asset Management, LBO, Equity Valuation, Trading, Capital Structure, Financial Structuring, Divestitures, Investor Relations, Business Valuation, Debt Restructuring, Hedge Funds
Education
Southern Methodist University 1974 — 1975
MBA, Finance and Accounting
The University of Texas at Austin 1972 — 1974
BA Economics, Economics, Finance and Accounting
University of Pennsylvania 1970 — 1972
N/A, Business - Wharton School of Finance
St. John's School 1957 — 1970
High School, General Studies
Evan Monckton Evan Monckton's Bank of America Experience January 2007 - May 2008
Job Associate at Tudor, Pickering, Holt & Co.
Industry Investment Banking
Experience
Tudor, Pickering, Holt & Co. February 2012 - Present
Quantitative Risk Management May 2008 - February 2012
Bank of America January 2007 - May 2008
Accenture August 2005 - December 2006
Education
The University of Chicago 2007 — 2009
Master of Science, Financial Mathematics
Southern Methodist University 2001 — 2005
Bachelor of Science, Mechanical Engineering & Mathematics
Tudor, Pickering, Holt & Co. February 2012 - Present
Quantitative Risk Management May 2008 - February 2012
Bank of America January 2007 - May 2008
Accenture August 2005 - December 2006
Education
The University of Chicago 2007 — 2009
Master of Science, Financial Mathematics
Southern Methodist University 2001 — 2005
Bachelor of Science, Mechanical Engineering & Mathematics
Eric Shute Eric Shute's Bank of America Experience June 2010 - August 2012
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS October 2013 - Present
Bank of America June 2010 - August 2012
Wealth and Investment Management at Barclays June 2009 - August 2009
Lee and Associates June 2008 - September 2008
Education
Southern Methodist University 2012 — 2013
Master's degree, Accounting
Southern Methodist University 2006 — 2010
Bachelor's degree, Accounting and Finance
UBS October 2013 - Present
Bank of America June 2010 - August 2012
Wealth and Investment Management at Barclays June 2009 - August 2009
Lee and Associates June 2008 - September 2008
Education
Southern Methodist University 2012 — 2013
Master's degree, Accounting
Southern Methodist University 2006 — 2010
Bachelor's degree, Accounting and Finance
Belinda Howell Belinda Howell's Bank of America Experience September 2011 - November 2012
Job Marketing and Sales Representative at ISA ATX
Industry Marketing and Advertising
Experience
ISA ATX December 2012 - Present
Bank of America September 2011 - November 2012
Neiman Marcus January 2011 - August 2011
Education
Southern Methodist University 1987 — 1991
Bachelor of Arts (B.A.), Marketing
ISA ATX December 2012 - Present
Bank of America September 2011 - November 2012
Neiman Marcus January 2011 - August 2011
Education
Southern Methodist University 1987 — 1991
Bachelor of Arts (B.A.), Marketing
Brent Martin Brent Martin's Bank of America Experience May 1998 - June 2001
Job Senior Vice President/Senior Credit Officer at Focus Bank
Industry Banking
Experience
Focus Bank September 2013 - Present
Simmons First Bank June 2001 - September 2013
Bank Of America May 1998 - June 2001
Skills
Banking, Credit, Commercial Banking, Loans, Risk Management, Credit Analysis, Commercial Lending, Financial Analysis, Credit Risk, Mortgage Lending, Small Business Lending, Loan Origination, Consumer Lending, Business Strategy, Relationship Management, Cash Management, Mortgage Banking, New Business Development, Credit Cards
Education
Southern Methodist University 2003 — 2006
SW Graduate School of Banking
Arkansas State University 1994 — 1998
Bachelor's degree, Accounting
Southern Methodist University
National Commercial Lending School
Focus Bank September 2013 - Present
Simmons First Bank June 2001 - September 2013
Bank Of America May 1998 - June 2001
Skills
Banking, Credit, Commercial Banking, Loans, Risk Management, Credit Analysis, Commercial Lending, Financial Analysis, Credit Risk, Mortgage Lending, Small Business Lending, Loan Origination, Consumer Lending, Business Strategy, Relationship Management, Cash Management, Mortgage Banking, New Business Development, Credit Cards
Education
Southern Methodist University 2003 — 2006
SW Graduate School of Banking
Arkansas State University 1994 — 1998
Bachelor's degree, Accounting
Southern Methodist University
National Commercial Lending School
Justin Mowrey's Bank of America Experience May 2008 - August 2008
Job Senior Associate at Catalyst Holdings
Industry Venture Capital & Private Equity
Experience
Catalyst Holdings April 2015 - Present
Transition Capital Partners May 2013 - Present
VMG Health August 2010 - May 2013
FC Dallas March 2009 - June 2009
Bank of America May 2008 - August 2008
Skills
Financial Modeling, Investments, Valuation, Private Equity, Financial Analysis
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Catalyst Holdings April 2015 - Present
Transition Capital Partners May 2013 - Present
VMG Health August 2010 - May 2013
FC Dallas March 2009 - June 2009
Bank of America May 2008 - August 2008
Skills
Financial Modeling, Investments, Valuation, Private Equity, Financial Analysis
Education
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Kipley Bruketa Kipley Bruketa's Bank of America Experience 1988 - 1992
Job Senior Marketing Director at CBRE
Industry Commercial Real Estate
Experience
CBRE August 2013 - Present
MindGloss December 2010 - August 2013
Littler Mendelson October 2001 - October 2010
Digital Lava 1999 - 2000
Arthur Andersen 1996 - 1999
Rogers & Associates 1995 - 1996
Kaufman and Broad 1994 - 1995
Hill & Knowlton 1993 - 1994
Bank of America 1988 - 1992
Discover Card Services 1985 - 1988
Skills
Corporate Communications, Crisis Communications, Internal Communications, Reputation Management, Social Media, Media Relations, Strategic Communications, Issues Management, Public Relations, Strategic Planning, Business Development, Marketing Strategy, Marketing Communications, Social Media Marketing, Corporate Branding, Client Development, Marketing, Start-ups, Strategy, Program Management, Advertising, CRM, Leadership, Management, Proposal Writing, Strategic Partnerships, Integrated Marketing, Business Strategy, Sales, Lead Generation, Email Marketing, Professional Services, Cloud Computing
Education
Pittsford Mendon
Southern Methodist University
Business
University of Illinois at Urbana-Champaign
Bachelor of Science, Program Management
CBRE August 2013 - Present
MindGloss December 2010 - August 2013
Littler Mendelson October 2001 - October 2010
Digital Lava 1999 - 2000
Arthur Andersen 1996 - 1999
Rogers & Associates 1995 - 1996
Kaufman and Broad 1994 - 1995
Hill & Knowlton 1993 - 1994
Bank of America 1988 - 1992
Discover Card Services 1985 - 1988
Skills
Corporate Communications, Crisis Communications, Internal Communications, Reputation Management, Social Media, Media Relations, Strategic Communications, Issues Management, Public Relations, Strategic Planning, Business Development, Marketing Strategy, Marketing Communications, Social Media Marketing, Corporate Branding, Client Development, Marketing, Start-ups, Strategy, Program Management, Advertising, CRM, Leadership, Management, Proposal Writing, Strategic Partnerships, Integrated Marketing, Business Strategy, Sales, Lead Generation, Email Marketing, Professional Services, Cloud Computing
Education
Pittsford Mendon
Southern Methodist University
Business
University of Illinois at Urbana-Champaign
Bachelor of Science, Program Management
Jeane Eishen Jeane Eishen's Bank of America Experience February 2009 - April 2010
Job Foreclosure Title Analyst at National Bankruptcy Services
Industry Real Estate
Experience
Brice, Vander Linden & Wernick December 2010 - Present
Southwest Celtic Music Association 1996 - Present
Bank of America February 2009 - April 2010
American Red Cross September 2008 - November 2008
Washington Mutual Bank January 2005 - January 2008
Education
Southern Methodist University 1972 — 1976
Bachelor of Fine Arts, Theatre Tech/Theatre ED
Brice, Vander Linden & Wernick December 2010 - Present
Southwest Celtic Music Association 1996 - Present
Bank of America February 2009 - April 2010
American Red Cross September 2008 - November 2008
Washington Mutual Bank January 2005 - January 2008
Education
Southern Methodist University 1972 — 1976
Bachelor of Fine Arts, Theatre Tech/Theatre ED
Chris Banner Chris Banner's Bank of America Experience January 2007 - June 2011
Job Associate Director at Cortland Capital Market Services LLC
Industry Banking
Experience
Cortland Capital Market Services LLC March 2014 - Present
Cortland Capital Market Services LLC July 2013 - March 2014
U.S. Bank Corporate Trust Services 2011 - July 2013
Bank of America January 2007 - June 2011
IntegReview Ethical Review Board May 2005 - March 2006
RCRC IRB 2004 - 2005
Skills
Loans, Banking, Research, Financial Modeling, Portfolio Management, Analysis, Strategic Planning, Leveraged Finance, Customer Service, Trading, Financial Analysis, Finance, Investments, Credit, Risk Management
Education
Southern Methodist University 1996 — 1999
Bachelor of Arts, Music Performance
Cortland Capital Market Services LLC March 2014 - Present
Cortland Capital Market Services LLC July 2013 - March 2014
U.S. Bank Corporate Trust Services 2011 - July 2013
Bank of America January 2007 - June 2011
IntegReview Ethical Review Board May 2005 - March 2006
RCRC IRB 2004 - 2005
Skills
Loans, Banking, Research, Financial Modeling, Portfolio Management, Analysis, Strategic Planning, Leveraged Finance, Customer Service, Trading, Financial Analysis, Finance, Investments, Credit, Risk Management
Education
Southern Methodist University 1996 — 1999
Bachelor of Arts, Music Performance
Dan Meader CFA CPA Dan Meader CFA CPA's Bank of America Experience August 1984 - November 1988
Job Managing Director of small cap private equity investment firm
Industry Investment Management
Experience
Trinity Private Equity Group May 1999 - Present
Trinity Advisory Group May 1999 - Present
CFA Institute 2006 - 2013
Sowell & Co. November 1988 - September 1997
Bank of America August 1984 - November 1988
InterFirst Bank 1985 - 1986
Skills
Portfolio Management, Investments, Private Equity, Asset Management, Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Equities, Due Diligence, Asset Allocation, Capital Markets
Education
Southern Methodist University 1980 — 1984
bba, finance
Trinity Private Equity Group May 1999 - Present
Trinity Advisory Group May 1999 - Present
CFA Institute 2006 - 2013
Sowell & Co. November 1988 - September 1997
Bank of America August 1984 - November 1988
InterFirst Bank 1985 - 1986
Skills
Portfolio Management, Investments, Private Equity, Asset Management, Financial Analysis, Financial Modeling, Alternative Investments, Valuation, Equities, Due Diligence, Asset Allocation, Capital Markets
Education
Southern Methodist University 1980 — 1984
bba, finance
Philip Morley Philip Morley's Bank of America Experience June 2015 - Present
Job Credit Risk Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Southern Methodist University August 2011 - May 2015
First Southwest Company May 2014 - April 2015
Various Restaurants May 2010 - June 2014
Skills
Team Leadership, Strategic Communications, Communication Theory, Data Analysis, Research, SPSS, Statistics, Economics, Public Speaking, Photoshop
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2011 — 2015
Current Student, Finance and Financial Management Services
Bank of America June 2015 - Present
Southern Methodist University August 2011 - May 2015
First Southwest Company May 2014 - April 2015
Various Restaurants May 2010 - June 2014
Skills
Team Leadership, Strategic Communications, Communication Theory, Data Analysis, Research, SPSS, Statistics, Economics, Public Speaking, Photoshop
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 2011 — 2015
Current Student, Finance and Financial Management Services
Audrey Wallace, MBA, MCP Audrey Wallace, MBA, MCP's Bank of America Experience January 2005 - April 2011
Job Business Analyst at Fujitsu
Industry Insurance
Experience
Fujitsu August 2015 - Present
PDS Tech, Inc. May 2014 - August 2015
Unnamed Startup March 2014 - May 2014
QBE the Americas April 2011 - February 2014
Bank of America January 2005 - April 2011
Skills
Project Management, Management, Vendor Management, Microsoft Word, Process Improvement, Leadership, Operations Management, UAT coordination, Call Centers, Business Analysis, Training, Performance Management, Analysis, Six Sigma, Quality Assurance
Education
Southern Methodist University 2014 — 2014
Graduate Business Analytics Certificate
University Phoenix 2010 — 2011
MBA
Fujitsu August 2015 - Present
PDS Tech, Inc. May 2014 - August 2015
Unnamed Startup March 2014 - May 2014
QBE the Americas April 2011 - February 2014
Bank of America January 2005 - April 2011
Skills
Project Management, Management, Vendor Management, Microsoft Word, Process Improvement, Leadership, Operations Management, UAT coordination, Call Centers, Business Analysis, Training, Performance Management, Analysis, Six Sigma, Quality Assurance
Education
Southern Methodist University 2014 — 2014
Graduate Business Analytics Certificate
University Phoenix 2010 — 2011
MBA
Marion Turnipseed's Bank of America Experience October 2013 - Present
Job Officer; Operations Consultant
Industry Banking
Experience
Bank of America October 2013 - Present
Bank of America December 2009 - September 2013
Citi January 2004 - September 2009
Skills
Relationship Management, Human Resources, Team Management, Project Management, Operations Management, Sales Management, Product Marketing, New Business Development, Staff Development, Staff Retention, Recruiting, Business Analysis, Motivational..., Microsoft Excel, Coaching Staff, Microsoft Office, Leadership, Team Building, Coaching
Education
Southern Methodist University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Bank of America October 2013 - Present
Bank of America December 2009 - September 2013
Citi January 2004 - September 2009
Skills
Relationship Management, Human Resources, Team Management, Project Management, Operations Management, Sales Management, Product Marketing, New Business Development, Staff Development, Staff Retention, Recruiting, Business Analysis, Motivational..., Microsoft Excel, Coaching Staff, Microsoft Office, Leadership, Team Building, Coaching
Education
Southern Methodist University 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Carrie Dullye Carrie Dullye's Bank of America Experience 2011 - February 2013
Job Valuation Services Senior Associate at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP February 2013 - July 2015
Bank of America 2011 - February 2013
Skills
Financial Analysis, Portfolio Management, Valuation, Investments, Banking, Microsoft Excel, Auditing, Sales, Volunteering, Event Planning
Education
Southern Methodist University 2010 — 2012
MA, Applied Economics
Texas Tech University 2005 — 2009
BBA, International Business, Economics, Management
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP February 2013 - July 2015
Bank of America 2011 - February 2013
Skills
Financial Analysis, Portfolio Management, Valuation, Investments, Banking, Microsoft Excel, Auditing, Sales, Volunteering, Event Planning
Education
Southern Methodist University 2010 — 2012
MA, Applied Economics
Texas Tech University 2005 — 2009
BBA, International Business, Economics, Management
Bin Manson Bin Manson's Bank of America Experience April 2009 - July 2014
Job Business Intelligence | Data Analyst | developing actionable targeted scorecard solutions from disparate systems
Industry Financial Services
Experience
Bank of America April 2009 - July 2014
Countrywide Home loans May 2001 - March 2009
Central and South West January 1982 - December 2000
Skills
Analytics, Credit Analysis, Loans, Access, Forecasting, Vendor Management, Six Sigma, Analysis, Risk Management, SQL, Mortgage Banking, Underwriting, FHA, Financial Services, Business Analysis, Credit, Banking, Mortgage Lending, Financial Analysis, Loan Origination, Financial Modeling, Process Improvement, Technical Analysis
Education
Southern Methodist University 1976 — 1981
Bachelor of Science (BS), Mechanical Engineering
Bank of America April 2009 - July 2014
Countrywide Home loans May 2001 - March 2009
Central and South West January 1982 - December 2000
Skills
Analytics, Credit Analysis, Loans, Access, Forecasting, Vendor Management, Six Sigma, Analysis, Risk Management, SQL, Mortgage Banking, Underwriting, FHA, Financial Services, Business Analysis, Credit, Banking, Mortgage Lending, Financial Analysis, Loan Origination, Financial Modeling, Process Improvement, Technical Analysis
Education
Southern Methodist University 1976 — 1981
Bachelor of Science (BS), Mechanical Engineering
Arthur Mathey Arthur Mathey's Bank of America Experience January 2004 - October 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Compucom Systems 2009 - January 2013
Perot Systems Government Services May 2007 - April 2009
ADP Dealer Services January 2006 - November 2006
Bank of America January 2004 - October 2005
Skills
Desktop Support for..., Proficient in..., Minor in Business, Microsoft Certified, A+ Certified
Education
Southern Methodist University 2000 — 2001
Certification, Engineering and Applied Sciences Network Technologies
The University of Texas at Arlington 1974 — 1977
Bachelor of Arts (B.A.), Sociology
Compucom Systems 2009 - January 2013
Perot Systems Government Services May 2007 - April 2009
ADP Dealer Services January 2006 - November 2006
Bank of America January 2004 - October 2005
Skills
Desktop Support for..., Proficient in..., Minor in Business, Microsoft Certified, A+ Certified
Education
Southern Methodist University 2000 — 2001
Certification, Engineering and Applied Sciences Network Technologies
The University of Texas at Arlington 1974 — 1977
Bachelor of Arts (B.A.), Sociology
Patrick Holm Patrick Holm's Bank of America Experience July 2002 - January 2007
Job National Sales/Mortgage
Industry Real Estate
Experience
Bank of England, Mortgage Division February 2012 - Present
North Pacific Financial Corporation December 2013 - July 2014
Bank of England February 2012 - December 2013
Corporate Relocation Mortgage Services February 2007 - January 2012
Bank of America July 2002 - January 2007
Skills
Strategic Alliances, SEO, Web Marketing, B2B Channel Management, Operations Management, Union Labor Management, Corporate Relocation, Mortgage Lending, Mortgage Banking, Business Development, Recruiting, Sales, Real Estate, Strategic Planning, First Time Home Buyers, Process Improvement, Social Networking, Coaching, Social Media Marketing, Residential Mortgages, Marketing, Financial Analysis, Start-ups, New Business Development, Management, Team Building, Credit, Team Leadership, Finance, Marketing Strategy, Loans, Negotiation, USDA, Reverse Mortgages, VA loans, Risk Management, Investment Properties, Loan Origination, Sales Management, Union, Leadership, Referrals, Lead Generation, Banking, Entrepreneurship, Investments, Contract Negotiation, Account Management, Refinance, FHA
Education
Southern Methodist University 1986 — 1990
Bank of England, Mortgage Division February 2012 - Present
North Pacific Financial Corporation December 2013 - July 2014
Bank of England February 2012 - December 2013
Corporate Relocation Mortgage Services February 2007 - January 2012
Bank of America July 2002 - January 2007
Skills
Strategic Alliances, SEO, Web Marketing, B2B Channel Management, Operations Management, Union Labor Management, Corporate Relocation, Mortgage Lending, Mortgage Banking, Business Development, Recruiting, Sales, Real Estate, Strategic Planning, First Time Home Buyers, Process Improvement, Social Networking, Coaching, Social Media Marketing, Residential Mortgages, Marketing, Financial Analysis, Start-ups, New Business Development, Management, Team Building, Credit, Team Leadership, Finance, Marketing Strategy, Loans, Negotiation, USDA, Reverse Mortgages, VA loans, Risk Management, Investment Properties, Loan Origination, Sales Management, Union, Leadership, Referrals, Lead Generation, Banking, Entrepreneurship, Investments, Contract Negotiation, Account Management, Refinance, FHA
Education
Southern Methodist University 1986 — 1990
Doug Motl's Bank of America Experience 1997 - 2002
Job Director at Fifth Third Bank Structured Finance
Industry Banking
Experience
Fifth Third Bank 2010 - Present
Comerica Bank 2006 - 2010
Bank One 2002 - 2005
Bank of America 1997 - 2002
Comerica Bank 1992 - 1997
Arthur Andersen 1990 - 1992
Education
Southern Methodist University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Fifth Third Bank 2010 - Present
Comerica Bank 2006 - 2010
Bank One 2002 - 2005
Bank of America 1997 - 2002
Comerica Bank 1992 - 1997
Arthur Andersen 1990 - 1992
Education
Southern Methodist University 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Craig Burden Craig Burden's Bank of America Experience August 1998 - Present
Job VP; CNSLT SYSTEMS ENG Bank of America
Industry Banking
Experience
Bank of America August 1998 - Present
Skills
TCP/IP, Project Management, ATTLS, Mainframe network...
Education
Universit of Texas at Arlington 1980 — 1981
Computer Programming/Programmer, General
Southern Methodist University 1969 — 1977
Bank of America August 1998 - Present
Skills
TCP/IP, Project Management, ATTLS, Mainframe network...
Education
Universit of Texas at Arlington 1980 — 1981
Computer Programming/Programmer, General
Southern Methodist University 1969 — 1977
Mick Rossley Mick Rossley's Bank of America Experience 1996 - 1998
Job Principal at Pony Oil Investments
Industry Oil & Energy
Experience
Pony Oil Investments April 2013 - Present
Stillwater Capital Investments September 2010 - April 2013
The Crosland Group 2005 - 2010
The Apartment Group 2003 - 2005
Eastdil Secured 2000 - 2003
Hillwood 1998 - 2000
Bank of America 1996 - 1998
Skills
Acquisitions, Investment Banking, Disposition, Real Estate Economics, Real Estate Development, Real Estate, Brokerage, Leases, Location Intelligence, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
Southern Methodist University 1991 — 2005
Bachelor of Business Administration (BBA), Finance and Real Estate
Highland Park Highschool, Dallas, TX 1988 — 1991
Pony Oil Investments April 2013 - Present
Stillwater Capital Investments September 2010 - April 2013
The Crosland Group 2005 - 2010
The Apartment Group 2003 - 2005
Eastdil Secured 2000 - 2003
Hillwood 1998 - 2000
Bank of America 1996 - 1998
Skills
Acquisitions, Investment Banking, Disposition, Real Estate Economics, Real Estate Development, Real Estate, Brokerage, Leases, Location Intelligence, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
Southern Methodist University 1991 — 2005
Bachelor of Business Administration (BBA), Finance and Real Estate
Highland Park Highschool, Dallas, TX 1988 — 1991
Courtney Gasperson's Bank of America Experience June 2005 - October 2006
Job Sr. Consultant Product Management and Development, Customer Retention at Verizon Enterprise Solutions
Industry Telecommunications
Experience
Verizon Enterprise Solutions May 2012 - Present
Verizon Business December 2006 - May 2012
Bank of America June 2005 - October 2006
Avaya September 2004 - June 2005
Xerox January 2003 - September 2004
AT&T February 2000 - July 2002
Skills
CCNA, VoIP, Telecommunications, Data Center, Troubleshooting, Microsoft SQL Server, Service Delivery, Switches, IP
Education
Southern Methodist University 2010 — 2014
Master's degree, Engineering Management Information Systems, 3.8
The University of Texas at Dallas - School of Management 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems, General
Verizon Enterprise Solutions May 2012 - Present
Verizon Business December 2006 - May 2012
Bank of America June 2005 - October 2006
Avaya September 2004 - June 2005
Xerox January 2003 - September 2004
AT&T February 2000 - July 2002
Skills
CCNA, VoIP, Telecommunications, Data Center, Troubleshooting, Microsoft SQL Server, Service Delivery, Switches, IP
Education
Southern Methodist University 2010 — 2014
Master's degree, Engineering Management Information Systems, 3.8
The University of Texas at Dallas - School of Management 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems, General
John Pickford's Bank of America Experience October 2011 - Present
Job
Industry Internet
Experience
Bank of America October 2011 - Present
Skills
Credit, Credit Cards, Banking, Vendor Management, Process Improvement, Risk Management, Program Management, Business Transformation, Business Development, Business Process..., Business Analysis, Relationship Management, Financial Services, Outsourcing, IT Strategy, Change Management, Portfolio Management, Process Engineering, Team Leadership, Business Strategy, Management, Cross-functional Team..., Leadership, Enterprise Software
Education
Southern Methodist University 1982 — 1986
MSEM, Engineering Management
University of Houston 1971 — 1977
BSEE, Electrical Engineering
Spring Branch High School 1967 — 1971
Bank of America October 2011 - Present
Skills
Credit, Credit Cards, Banking, Vendor Management, Process Improvement, Risk Management, Program Management, Business Transformation, Business Development, Business Process..., Business Analysis, Relationship Management, Financial Services, Outsourcing, IT Strategy, Change Management, Portfolio Management, Process Engineering, Team Leadership, Business Strategy, Management, Cross-functional Team..., Leadership, Enterprise Software
Education
Southern Methodist University 1982 — 1986
MSEM, Engineering Management
University of Houston 1971 — 1977
BSEE, Electrical Engineering
Spring Branch High School 1967 — 1971
Frank Bettis's Bank of America Experience April 2012 - Present
Job Senior Vice President Sr Change Consultant at Bank Of America
Industry Banking
Experience
Bank Of America April 2012 - Present
Bank Of America October 2000 - December 2012
Bank of America July 1999 - October 2000
Levi Strauss & Co. 1997 - 1999
Texas Instruments 1982 - 1997
Skills
SDLC, Unix, Vendor Management, Six Sigma, Career Development, Matrix Management, J2EE, Oracle, SQL Server 2000-2008, Business Intelligence..., Relational Databases, Visio, MS Project, MS Office Suite, .NET, Windows Server, Process Improvement, Financial Systems, Software Quality..., DMAIC, Agile Project Management, Java Enterprise Edition
Education
Southern Methodist University
Certificate, Microsoft Technologies
Tuskegee University
BSEE, Electrical Engineering with Computer Science emphasis
Bank Of America April 2012 - Present
Bank Of America October 2000 - December 2012
Bank of America July 1999 - October 2000
Levi Strauss & Co. 1997 - 1999
Texas Instruments 1982 - 1997
Skills
SDLC, Unix, Vendor Management, Six Sigma, Career Development, Matrix Management, J2EE, Oracle, SQL Server 2000-2008, Business Intelligence..., Relational Databases, Visio, MS Project, MS Office Suite, .NET, Windows Server, Process Improvement, Financial Systems, Software Quality..., DMAIC, Agile Project Management, Java Enterprise Edition
Education
Southern Methodist University
Certificate, Microsoft Technologies
Tuskegee University
BSEE, Electrical Engineering with Computer Science emphasis
Lewis Mitchell's Bank of America Experience April 1998 - August 1999
Job Financial Services Strategist
Industry Venture Capital & Private Equity
Experience
The Elitcon Corporation January 2006 - Present
San Antonio Express News January 2005 - October 2005
The Dallas Morning News August 1999 - May 2004
Bank of America April 1998 - August 1999
Stanley Works February 1997 - April 1998
McGraw-Hill, Inc. May 1993 - January 1997
Education
Southern Methodist University 2006 — 2007
Finance
Universidad Internacional 2004 — 2004
Spanish
The University of Texas at Arlington 1988 — 1993
B.B.A., Finance
The University of Texas at Arlington - College of Business 1988 — 1993
B.B.A., Finance
The Elitcon Corporation January 2006 - Present
San Antonio Express News January 2005 - October 2005
The Dallas Morning News August 1999 - May 2004
Bank of America April 1998 - August 1999
Stanley Works February 1997 - April 1998
McGraw-Hill, Inc. May 1993 - January 1997
Education
Southern Methodist University 2006 — 2007
Finance
Universidad Internacional 2004 — 2004
Spanish
The University of Texas at Arlington 1988 — 1993
B.B.A., Finance
The University of Texas at Arlington - College of Business 1988 — 1993
B.B.A., Finance
Carlos Vaquerano's Bank of America Experience February 2013 - November 2013
Job Vice President, Consumer Products Strategy Manager at Bank of America
Industry Computer Software
Experience
Bank of America February 2013 - November 2013
Bank of America May 2011 - February 2013
Bank of America July 2007 - May 2011
Tektronix Texas, Ltd. December 2004 - December 2006
Inet Technologies, Inc. January 1999 - December 2004
Southern Methodist University August 1996 - January 1999
Skills
Software Engineering, Software Development, Software Documentation, Management, Requirements Analysis, Integration, Project Management, SDLC, Software Project..., Strategy, Testing, Unix, Vendor Management, Business Intelligence, Business Analysis, Process Improvement, Microsoft Office, Cross-functional Team..., C
Education
Southern Methodist University 2004 — 2006
M.S., Engineering Management
Southern Methodist University 2000 — 2002
M.S., Computer Science
Southern Methodist University 1996 — 1998
B.S., Computer Science
El Centro College 1992 — 1994
AAS, Business Programming
Bank of America February 2013 - November 2013
Bank of America May 2011 - February 2013
Bank of America July 2007 - May 2011
Tektronix Texas, Ltd. December 2004 - December 2006
Inet Technologies, Inc. January 1999 - December 2004
Southern Methodist University August 1996 - January 1999
Skills
Software Engineering, Software Development, Software Documentation, Management, Requirements Analysis, Integration, Project Management, SDLC, Software Project..., Strategy, Testing, Unix, Vendor Management, Business Intelligence, Business Analysis, Process Improvement, Microsoft Office, Cross-functional Team..., C
Education
Southern Methodist University 2004 — 2006
M.S., Engineering Management
Southern Methodist University 2000 — 2002
M.S., Computer Science
Southern Methodist University 1996 — 1998
B.S., Computer Science
El Centro College 1992 — 1994
AAS, Business Programming
Kate Stowe's Bank of America Experience 2005 - 2007
Job Team Lead, Faculty, SNHU at Southern New Hampshire University
Industry Banking
Experience
Southern New Hampshire University April 2014 - Present
University of Phoenix 2008 - Present
University of Phoenix November 2009 - May 2013
Wachovia, A Wells Fargo Company 2007 - 2009
Bank of America 2005 - 2007
Skills
Adult Education, Instructional Design, Leadership Development, E-Learning, Higher Education, Curriculum Development, Curriculum Design, Distance Learning, Teaching, Staff Development, Research, Public Speaking, Admissions, Analysis, Career Development, Career Counseling
Education
Southern Methodist University 2002 — 2004
Southern New Hampshire University April 2014 - Present
University of Phoenix 2008 - Present
University of Phoenix November 2009 - May 2013
Wachovia, A Wells Fargo Company 2007 - 2009
Bank of America 2005 - 2007
Skills
Adult Education, Instructional Design, Leadership Development, E-Learning, Higher Education, Curriculum Development, Curriculum Design, Distance Learning, Teaching, Staff Development, Research, Public Speaking, Admissions, Analysis, Career Development, Career Counseling
Education
Southern Methodist University 2002 — 2004
Nighat Bukhari's Bank of America Experience June 1991 - May 2000
Job President at Hassan and Talat Bukhari Foundation
Industry Nonprofit Organization Management
Experience
Hassan and Talat Bukhari Foundation August 2011 - Present
DNA Health Corp April 2012 - 2014
The Huntington Bank February 2010 - May 2011
LifeCare Alliance August 2007 - September 2009
Not for profit, human resource and leadership development consultant November 2001 - August 2007
Self-employed June 2000 - October 2001
Bank of America June 1991 - May 2000
Skills
Grant Writing, Fundraising, Non-profits, Proposal Writing, Grants, Philanthropy, Leadership Development, Public Speaking, Community Relations, Team Building, Event Planning, Volunteer Management, Research, Event Management, Press Releases, Nonprofits, Public Relations, Training, Program Development, Strategic Negotiations, Leadership, Healthcare, Community Outreach, Community Development, Strategic Planning
Education
Southern Methodist University 1986 — 1991
Bachelor of Arts
Lakehill Preparatory School
Hassan and Talat Bukhari Foundation August 2011 - Present
DNA Health Corp April 2012 - 2014
The Huntington Bank February 2010 - May 2011
LifeCare Alliance August 2007 - September 2009
Not for profit, human resource and leadership development consultant November 2001 - August 2007
Self-employed June 2000 - October 2001
Bank of America June 1991 - May 2000
Skills
Grant Writing, Fundraising, Non-profits, Proposal Writing, Grants, Philanthropy, Leadership Development, Public Speaking, Community Relations, Team Building, Event Planning, Volunteer Management, Research, Event Management, Press Releases, Nonprofits, Public Relations, Training, Program Development, Strategic Negotiations, Leadership, Healthcare, Community Outreach, Community Development, Strategic Planning
Education
Southern Methodist University 1986 — 1991
Bachelor of Arts
Lakehill Preparatory School
Meg (Marlowe) Berg's Bank of America Experience 1996 - 1999
Job Marketing Professional
Industry Marketing and Advertising
Experience
DSI Systems January 2005 - September 2013
Skinceuticals 2001 - 2003
S1 Corporation 2000 - 2001
Bank of America 1996 - 1999
Skills
Product Management, Product Marketing, Competitive Analysis, B2B, Marketing Strategy, Consumer Electronics, Product Launch, Strategic Partnerships, Sales, Market Planning, Customer Service, New Business Development, Sales Management, Marketing, P&L Management, Salesforce.com
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
Master of Business Administration (MBA)
Southern Methodist University 1992 — 1996
BS, Economics, Latin American Studies
DSI Systems January 2005 - September 2013
Skinceuticals 2001 - 2003
S1 Corporation 2000 - 2001
Bank of America 1996 - 1999
Skills
Product Management, Product Marketing, Competitive Analysis, B2B, Marketing Strategy, Consumer Electronics, Product Launch, Strategic Partnerships, Sales, Market Planning, Customer Service, New Business Development, Sales Management, Marketing, P&L Management, Salesforce.com
Education
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
Master of Business Administration (MBA)
Southern Methodist University 1992 — 1996
BS, Economics, Latin American Studies
Duane Glowski's Bank of America Experience 1993 - 1998
Job Technical Consultant at Fiserv
Industry Computer Software
Experience
Fiserv 1999 - Present
Checkfree Corporation November 1998 - Present
Bank of America 1993 - 1998
Skills
Microsoft SQL Server, Oracle, Microsoft IIS, WebSphere Application..., Weblogic, Weblogic Administration, Java, JBoss Application Server, COBOLII, Crystal Reports, VSAM, PEP+
Education
Southern Methodist University
Fiserv 1999 - Present
Checkfree Corporation November 1998 - Present
Bank of America 1993 - 1998
Skills
Microsoft SQL Server, Oracle, Microsoft IIS, WebSphere Application..., Weblogic, Weblogic Administration, Java, JBoss Application Server, COBOLII, Crystal Reports, VSAM, PEP+
Education
Southern Methodist University
Bryan Ballowe's Bank of America Experience June 1996 - October 1997
Job Vice President/COO at King Trade Capital
Industry Financial Services
Experience
King Trade Capital October 1997 - Present
Bank of America June 1996 - October 1997
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Corporate Finance, Summa Cum Laude
Southern Methodist University 1992 — 1996
Bachelor of Business Administration (BBA)-Finance and Bachelor of Science (BS)-Economics, Finance, General / Economics, Magna Cum Laude
King Trade Capital October 1997 - Present
Bank of America June 1996 - October 1997
Education
Southern Methodist University - Cox School of Business 2007 — 2008
MBA, Corporate Finance, Summa Cum Laude
Southern Methodist University 1992 — 1996
Bachelor of Business Administration (BBA)-Finance and Bachelor of Science (BS)-Economics, Finance, General / Economics, Magna Cum Laude
Eric Kephart's Bank of America Experience September 2003 - August 2005
Job CTO at Predictive AI Inc.
Industry Computer Software
Experience
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Predictive AI Inc. March 2015 - Present
TradeStation Securities July 2011 - February 2015
Carlson Capital, L.P. November 2008 - July 2011
Highland Capital Management, L.P. August 2008 - October 2008
KPMG August 2005 - August 2008
Bank of America September 2003 - August 2005
Skills
Software Development, .NET, C#, Microsoft SQL Server, SQL, XML, T-SQL, WCF, Agile Methodologies, Java, ASP.NET, TFS, SSRS, Visual Studio, Scrum, SDLC
Education
The University of Texas at Dallas 1998 — 2003
BS & MS, Computer Science
Southern Methodist University
Jennifer Lacy's Bank of America Experience April 2013 - October 2014
Job Experienced Paralegal
Industry Legal Services
Experience
Jennifer Lacy 2007 - Present
Bank of America April 2013 - October 2014
Maple Law Center October 2012 - November 2012
Independent Contractor September 2010 - April 2012
Andrew Jee, P.C./ Sumner, Schick & Pace February 2007 - September 2010
Lighting & Power Source April 2001 - August 2002
A'GACI LLC May 1996 - April 2001
Merry Go Round Enterprises 1994 - 1996
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Courts, Arbitration, Personal Injury..., Criminal Defense, Litigation Support, Torts, Mediation, Product Liability, Depositions, Westlaw, Appeals, Criminal Law, Legal Documents, Personal Injury, Commercial Litigation, Medical Malpractice, Trials, Hearings, Family Law, Document Review, Pleadings, Legal Assistance, Bankruptcy, Class Actions, Lexis, Litigation Management, Wordperfect, Document Drafting, Immigration Law, Paralegals, LexisNexis
Education
American Institute of Paralegal Studies 2005 — 2007
Paralegal Certificate, Paralegal Studies
Southern Methodist University 1997 — 1999
Bachelor's degree, Psychology
Bishop Lynch High School 1994 — 1995
Diploma
Skyline High School 1991 — 1994
Jennifer Lacy 2007 - Present
Bank of America April 2013 - October 2014
Maple Law Center October 2012 - November 2012
Independent Contractor September 2010 - April 2012
Andrew Jee, P.C./ Sumner, Schick & Pace February 2007 - September 2010
Lighting & Power Source April 2001 - August 2002
A'GACI LLC May 1996 - April 2001
Merry Go Round Enterprises 1994 - 1996
Skills
Litigation, Civil Litigation, Legal Research, Legal Writing, Courts, Arbitration, Personal Injury..., Criminal Defense, Litigation Support, Torts, Mediation, Product Liability, Depositions, Westlaw, Appeals, Criminal Law, Legal Documents, Personal Injury, Commercial Litigation, Medical Malpractice, Trials, Hearings, Family Law, Document Review, Pleadings, Legal Assistance, Bankruptcy, Class Actions, Lexis, Litigation Management, Wordperfect, Document Drafting, Immigration Law, Paralegals, LexisNexis
Education
American Institute of Paralegal Studies 2005 — 2007
Paralegal Certificate, Paralegal Studies
Southern Methodist University 1997 — 1999
Bachelor's degree, Psychology
Bishop Lynch High School 1994 — 1995
Diploma
Skyline High School 1991 — 1994
Jon Abeshaus's Bank of America Experience August 2014 - Present
Job Senior Analyst, HR Operations
Industry Human Resources
Experience
Bank of America August 2014 - Present
Ally Financial Inc. July 2013 - July 2014
Duke Energy Corporation November 2012 - June 2013
Time Warner Cable September 2011 - October 2012
Latham and Watkins, LLP July 2002 - October 2011
Accor Economy Lodging March 1995 - June 2002
Skills
Employment Law, PeopleSoft, Employee Benefits, HRIS, Employee Relations, Benefits Administration, Performance Management, Legal Compliance, Executive Pay, Recruiting, Human Resources, Talent Management, Policy, Payroll, Deferred Compensation, New Hire Orientations, Onboarding, Employee Engagement, Succession Planning, Personnel Management
Education
Southern Methodist University 2000 — 2001
Microsoft Certified Solutions Expert (MCSE)
Syracuse University - Martin J. Whitman School of Management 1988 — 1993
Bachelor of Science (BS), Human Resources
Bank of America August 2014 - Present
Ally Financial Inc. July 2013 - July 2014
Duke Energy Corporation November 2012 - June 2013
Time Warner Cable September 2011 - October 2012
Latham and Watkins, LLP July 2002 - October 2011
Accor Economy Lodging March 1995 - June 2002
Skills
Employment Law, PeopleSoft, Employee Benefits, HRIS, Employee Relations, Benefits Administration, Performance Management, Legal Compliance, Executive Pay, Recruiting, Human Resources, Talent Management, Policy, Payroll, Deferred Compensation, New Hire Orientations, Onboarding, Employee Engagement, Succession Planning, Personnel Management
Education
Southern Methodist University 2000 — 2001
Microsoft Certified Solutions Expert (MCSE)
Syracuse University - Martin J. Whitman School of Management 1988 — 1993
Bachelor of Science (BS), Human Resources
Boris Gokh's Bank of America Experience May 1999 - March 2006
Job Performance & Analysis Manager at Mario Sinacola Companies
Industry Financial Services
Experience
Sinacola Companies November 2007 - Present
Dresser Inc. March 2006 - November 2007
Bank of America May 1999 - March 2006
Skills
Leadership, Team Leadership, Financial Analysis, Financial Management, Construction Finance, Finance, Business Analysis, Cost Reporting, Cash Flow Forecasting, Management, Employee Training, Oil/Gas, Energy, Cash Management, Hedging, Cash Flow, Working Capital..., Training, Trust Management, Account Management, Data Analysis, Financial Modeling, Financial Control, Trusts, Treasury, Project Management
Education
Southern Methodist University 2006 — 2007
Master of Science in Managment (MS) Cox School of Business
Southern Methodist University 1997 — 2001
Bachelor of Science (BS), Economics with Finance Applications
Sinacola Companies November 2007 - Present
Dresser Inc. March 2006 - November 2007
Bank of America May 1999 - March 2006
Skills
Leadership, Team Leadership, Financial Analysis, Financial Management, Construction Finance, Finance, Business Analysis, Cost Reporting, Cash Flow Forecasting, Management, Employee Training, Oil/Gas, Energy, Cash Management, Hedging, Cash Flow, Working Capital..., Training, Trust Management, Account Management, Data Analysis, Financial Modeling, Financial Control, Trusts, Treasury, Project Management
Education
Southern Methodist University 2006 — 2007
Master of Science in Managment (MS) Cox School of Business
Southern Methodist University 1997 — 2001
Bachelor of Science (BS), Economics with Finance Applications
Dana Dillard's Bank of America Experience 1994 - 1997
Job EVP Chief Customer Officer at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage April 2013 - Present
GMAC ResCap May 2009 - March 2013
EMC Mortgage/Bear Stearns January 2000 - May 2009
Bank of America 1994 - 1997
Lomas Mortgage USA 1987 - 1994
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Default, Credit, Mortgage Underwriting, Portfolio Management, Mortgage Banking, REO, Leadership, Credit Risk, Loan Servicing, Loans, Risk Management, Loan Origination, Financial Risk, Loan Modifications, Due Diligence, Call Centers, Consumer Lending, Real Estate Financing, Bankruptcy, Finance, USDA, Relationship Management, Short Sales, Residential Mortgages, Executive Management, Financial Services, VA loans, Credit Analysis, Underwriting, Asset Management, FHA financing, Capital Markets, Customer Service, Refinance, Foreclosures, Real Estate Economics, FHA, Real Estate, People Skills, Creativity, Leadership Development, Critical Thinking, Compliance, Personnel Management, Cross-functional Team...
Education
Southern Methodist University 1981 — 1985
Bachelor of Business Administration (B.B.A.)
Nationstar Mortgage April 2013 - Present
GMAC ResCap May 2009 - March 2013
EMC Mortgage/Bear Stearns January 2000 - May 2009
Bank of America 1994 - 1997
Lomas Mortgage USA 1987 - 1994
Skills
Loss Mitigation, Mortgage Servicing, Mortgage Lending, Default, Credit, Mortgage Underwriting, Portfolio Management, Mortgage Banking, REO, Leadership, Credit Risk, Loan Servicing, Loans, Risk Management, Loan Origination, Financial Risk, Loan Modifications, Due Diligence, Call Centers, Consumer Lending, Real Estate Financing, Bankruptcy, Finance, USDA, Relationship Management, Short Sales, Residential Mortgages, Executive Management, Financial Services, VA loans, Credit Analysis, Underwriting, Asset Management, FHA financing, Capital Markets, Customer Service, Refinance, Foreclosures, Real Estate Economics, FHA, Real Estate, People Skills, Creativity, Leadership Development, Critical Thinking, Compliance, Personnel Management, Cross-functional Team...
Education
Southern Methodist University 1981 — 1985
Bachelor of Business Administration (B.B.A.)
Horacio Velador's Bank of America Experience May 2005 - Present
Job VP Portfolio Management Officer at Bank of America
Industry Banking
Experience
Bank of America May 2005 - Present
Skills
Commercial Banking, Credit Analysis, Loans, Banking, Portfolio Management, Commercial Lending, Financial Analysis, Underwriting, Credit, Capital Markets, Mortgage Lending, Credit Risk, Cash Management, Loan Origination, Investment Banking, Treasury Management
Education
The University of Texas at Dallas - School of Management 2007 — 2010
MBA, Accounting
Southern Methodist University 2000 — 2000
BBA, Finance & Management Information Systems
Southern Methodist University - Cox School of Business 2000 — 2000
BBA, Finance / Management Information Systems
Bank of America May 2005 - Present
Skills
Commercial Banking, Credit Analysis, Loans, Banking, Portfolio Management, Commercial Lending, Financial Analysis, Underwriting, Credit, Capital Markets, Mortgage Lending, Credit Risk, Cash Management, Loan Origination, Investment Banking, Treasury Management
Education
The University of Texas at Dallas - School of Management 2007 — 2010
MBA, Accounting
Southern Methodist University 2000 — 2000
BBA, Finance & Management Information Systems
Southern Methodist University - Cox School of Business 2000 — 2000
BBA, Finance / Management Information Systems
Jeffrey Aiken's Bank of America Experience 2004 - 2011
Job Chief Operating Officer at Realty in Motion
Industry Financial Services
Experience
Realty in Motion 2011 - Present
Bank of America 2004 - 2011
Bank of America 2006 - 2010
Countrywide Bank FSB / Countrywide Financial Corp. (now Bank of America) 2004 - 2006
Saxon Mortgage (Morgan Stanley) 2003 - 2004
Fidelity National Financial 2002 - 2003
Wells Fargo Bank, N.A. 1998 - 2002
Skills
Mortgage Servicing, Loss Mitigation, Loans, Default, Bankruptcy, Foreclosures, Risk Management, Financial Risk, REO, Mortgage Lending, Mortgage Banking, Credit, Banking, Leadership, Underwriting, Portfolio Management, Credit Risk, Financial Services, Credit Analysis, Loan Servicing
Education
Southern Methodist University 1987 — 1992
Bachelor's Degree, History / English
Realty in Motion 2011 - Present
Bank of America 2004 - 2011
Bank of America 2006 - 2010
Countrywide Bank FSB / Countrywide Financial Corp. (now Bank of America) 2004 - 2006
Saxon Mortgage (Morgan Stanley) 2003 - 2004
Fidelity National Financial 2002 - 2003
Wells Fargo Bank, N.A. 1998 - 2002
Skills
Mortgage Servicing, Loss Mitigation, Loans, Default, Bankruptcy, Foreclosures, Risk Management, Financial Risk, REO, Mortgage Lending, Mortgage Banking, Credit, Banking, Leadership, Underwriting, Portfolio Management, Credit Risk, Financial Services, Credit Analysis, Loan Servicing
Education
Southern Methodist University 1987 — 1992
Bachelor's Degree, History / English
Chris Margiotta's Bank of America Experience June 2009 - May 2010
Job Home Mortgage Consultant at Lone Star Financing
Industry Financial Services
Experience
Lone Star Financing April 2015 - Present
BBVA Compass May 2014 - April 2015
Weststar Mortgage Corporation May 2013 - May 2014
Supreme Lending April 2012 - December 2012
Security National Mortgage October 2010 - April 2012
Bank of America June 2009 - May 2010
Option One Mortgage June 1998 - December 2007
Skills
B2B, Retail, Direct Sales, Sales Operations, Wholesale, Mortgage Banking, USDA, Mortgage Lending, Loan Origination, FHA, FHA financing, Refinance, VA loans, Residential Mortgages, Credit, Loans, Construction Loans, Underwriting, Banking, Account Management, New Business Development, Real Estate, Strategic Planning, Leadership, Sales, Negotiation, Credit Analysis, Real Estate Economics, Business Development, Recruiting, Start-ups, CRM, Commercial Lending, Home Equity Loans, Selling, Management, Commercial Mortgages, Investment Properties, Investments, Marketing Strategy, Reverse Mortgages, Certified Mortgage..., Finance, Real Estate Financing, Mortgage Underwriting, Funding, Financial Structuring, Mortgage Marketing, Consumer Lending, First Time Home Buyers
Education
University of Oklahoma College of Law 1986 — 1989
Juris Doctor, Law
Southern Methodist University 1983 — 1985
Bachelor of Arts, Economics
Lone Star Financing April 2015 - Present
BBVA Compass May 2014 - April 2015
Weststar Mortgage Corporation May 2013 - May 2014
Supreme Lending April 2012 - December 2012
Security National Mortgage October 2010 - April 2012
Bank of America June 2009 - May 2010
Option One Mortgage June 1998 - December 2007
Skills
B2B, Retail, Direct Sales, Sales Operations, Wholesale, Mortgage Banking, USDA, Mortgage Lending, Loan Origination, FHA, FHA financing, Refinance, VA loans, Residential Mortgages, Credit, Loans, Construction Loans, Underwriting, Banking, Account Management, New Business Development, Real Estate, Strategic Planning, Leadership, Sales, Negotiation, Credit Analysis, Real Estate Economics, Business Development, Recruiting, Start-ups, CRM, Commercial Lending, Home Equity Loans, Selling, Management, Commercial Mortgages, Investment Properties, Investments, Marketing Strategy, Reverse Mortgages, Certified Mortgage..., Finance, Real Estate Financing, Mortgage Underwriting, Funding, Financial Structuring, Mortgage Marketing, Consumer Lending, First Time Home Buyers
Education
University of Oklahoma College of Law 1986 — 1989
Juris Doctor, Law
Southern Methodist University 1983 — 1985
Bachelor of Arts, Economics
Kara Edwards's Bank of America Experience March 1997 - February 2001
Job Executive Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
J.P. Morgan August 2010 - Present
Wells Fargo February 2010 - August 2010
Wachovia February 2001 - February 2010
Bank of America March 1997 - February 2001
Education
Southern Methodist University
Cynthia Alderson's Bank of America Experience July 2008 - Present
Job Sr Group Consultant at Bank of America
Industry Real Estate
Experience
Bank of America July 2008 - Present
Bank of America December 2005 - July 2008
Countrywide Home Loans December 1995 - July 2008
Skills
Relationship Manager,..., Strategy, Strategic Planning, Vendor Management, Management, Budgets, Change Management
Education
SMU, Uni of Dallas
Post Graduate
Texas State University-San Marcos
Bachelor of Applied Science (B.A.Sc.)
Bank of America July 2008 - Present
Bank of America December 2005 - July 2008
Countrywide Home Loans December 1995 - July 2008
Skills
Relationship Manager,..., Strategy, Strategic Planning, Vendor Management, Management, Budgets, Change Management
Education
SMU, Uni of Dallas
Post Graduate
Texas State University-San Marcos
Bachelor of Applied Science (B.A.Sc.)
Douglas Henderson's Bank of America Experience April 2008 - March 2009
Job Vice President, Human Resources (Chief of Staff) at Xerox
Industry Management Consulting
Experience
Xerox April 2001 - Present
ACS, a Xerox Company June 2009 - June 2010
ACS, a Xerox Company March 2009 - June 2009
Bank of America April 2008 - March 2009
ACS, a Xerox Company June 2005 - April 2008
ACS, a Xerox Company April 2002 - June 2005
ACS, a Xerox Company April 2001 - April 2002
First Horizon Home Loans September 1997 - April 2001
First American REO Servicing September 1997 - April 2001
Skills
Instructional Design, Process Improvement, Strategic Planning, Organizational Design, Leadership Development, Sales, Management, Organizational..., Talent Management, Training, Leadership, Employee Relations, Executive Management, Human Resources, Performance Management, Executive Coaching, Onboarding, Coaching, Employee Benefits, Program Management, Strategy, Budgets, Analysis, Talent Acquisition, Policy, Change Management, Succession Planning, Finance, Business Process..., Applicant Tracking..., Customer Service, Project Management, Workforce Planning, Personnel Management, Mergers & Acquisitions, Recruiting, Career Counseling, Sales Operations, Employee Engagement, Organizational..., Call Centers, Time Management
Education
Southern Methodist University 2013 — 2013
Tougaloo College 1984 — 1988
Bachelor of Arts, Political Science / Economics
Xerox April 2001 - Present
ACS, a Xerox Company June 2009 - June 2010
ACS, a Xerox Company March 2009 - June 2009
Bank of America April 2008 - March 2009
ACS, a Xerox Company June 2005 - April 2008
ACS, a Xerox Company April 2002 - June 2005
ACS, a Xerox Company April 2001 - April 2002
First Horizon Home Loans September 1997 - April 2001
First American REO Servicing September 1997 - April 2001
Skills
Instructional Design, Process Improvement, Strategic Planning, Organizational Design, Leadership Development, Sales, Management, Organizational..., Talent Management, Training, Leadership, Employee Relations, Executive Management, Human Resources, Performance Management, Executive Coaching, Onboarding, Coaching, Employee Benefits, Program Management, Strategy, Budgets, Analysis, Talent Acquisition, Policy, Change Management, Succession Planning, Finance, Business Process..., Applicant Tracking..., Customer Service, Project Management, Workforce Planning, Personnel Management, Mergers & Acquisitions, Recruiting, Career Counseling, Sales Operations, Employee Engagement, Organizational..., Call Centers, Time Management
Education
Southern Methodist University 2013 — 2013
Tougaloo College 1984 — 1988
Bachelor of Arts, Political Science / Economics
Eric Hyden's Bank of America Experience August 1993 - June 2003
Job Wealth Advisor, Vice PresidentTexas at Comerica Bank
Industry Financial Services
Experience
Comerica Bank October 2014 - Present
JPMorgan July 2003 - October 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank of America August 1993 - June 2003
Skills
Investments, Asset Management, Financial Modeling, Due Diligence, Portfolio Management, Finance, Banking, Risk Management, Wealth Management, Financial Services, High Net Worth..., Loans, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1989
MBA, Finance
Southern Methodist University 1980 — 1984
BA, Business
Comerica Bank October 2014 - Present
JPMorgan July 2003 - October 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank One 2003 - 2014
Bank of America August 1993 - June 2003
Skills
Investments, Asset Management, Financial Modeling, Due Diligence, Portfolio Management, Finance, Banking, Risk Management, Wealth Management, Financial Services, High Net Worth..., Loans, Insurance
Education
Texas Christian University - M.J. Neeley School of Business 1987 — 1989
MBA, Finance
Southern Methodist University 1980 — 1984
BA, Business
Keena James Gandy's Bank of America Experience September 2001 - February 2009
Job .
Industry Banking
Experience
Bank of America September 2001 - February 2009
Skills
Banking, Account Management, Consumer Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Customer Service, Deposits, Financial Analysis, Financial Risk, Financial Services, Home Equity Lines of..., Investments, Lines Of Credit, Loan Origination, Loans, Microsoft Excel, Mortgage Banking, Mortgage Lending, Non-Conforming, Operational Risk, Operational Risk..., Personal Banking, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Homes, Residential Mortgages, Retail Banking, Sales
Education
Southern Methodist University 1993 — 1997
Bank of America September 2001 - February 2009
Skills
Banking, Account Management, Consumer Lending, Credit, Credit Analysis, Credit Cards, Cross Selling, Customer Service, Deposits, Financial Analysis, Financial Risk, Financial Services, Home Equity Lines of..., Investments, Lines Of Credit, Loan Origination, Loans, Microsoft Excel, Mortgage Banking, Mortgage Lending, Non-Conforming, Operational Risk, Operational Risk..., Personal Banking, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Homes, Residential Mortgages, Retail Banking, Sales
Education
Southern Methodist University 1993 — 1997
Joe Dishongh, MBA, PMP's Bank of America Experience August 1988 - August 1992
Job Project Management Implementation consultant
Industry Information Technology and Services
Experience
Self Employed July 2008 - Present
Planview April 2003 - February 2008
Work Management Solutions, Inc. September 1992 - October 2002
Bank of America August 1988 - August 1992
Andersen Consulting January 1985 - July 1988
Vought Aircraft February 1979 - December 1984
Education
Southern Methodist University 1982 — 1984
MBA, General Business
The University of Texas at Austin 1976 — 1979
BES, Computer Engineering
Self Employed July 2008 - Present
Planview April 2003 - February 2008
Work Management Solutions, Inc. September 1992 - October 2002
Bank of America August 1988 - August 1992
Andersen Consulting January 1985 - July 1988
Vought Aircraft February 1979 - December 1984
Education
Southern Methodist University 1982 — 1984
MBA, General Business
The University of Texas at Austin 1976 — 1979
BES, Computer Engineering
Edward Molina's Bank of America Experience December 2007 - Present
Job VP Finance at Bank of America
Industry Financial Services
Experience
Bank of America December 2007 - Present
Bear Stearns August 2005 - December 2007
JPMorgan Chase August 2000 - August 2005
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Risk, Treasury Management, Managerial Finance, Accounts Payable, Bloomberg, Treasury, Management, Corporate Finance
Education
Southern Methodist University 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Brooks School 1992 — 1996
Bank of America December 2007 - Present
Bear Stearns August 2005 - December 2007
JPMorgan Chase August 2000 - August 2005
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Financial Risk, Treasury Management, Managerial Finance, Accounts Payable, Bloomberg, Treasury, Management, Corporate Finance
Education
Southern Methodist University 1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Finance
Brooks School 1992 — 1996
Andrew Ashmore's Bank of America Experience May 2010 - January 2011
Job Mortgage Banking Officer NMLS #595315
Industry Financial Services
Experience
BBVA Compass January 2014 - Present
Amegy Bank August 2012 - December 2013
BBVA Compass January 2011 - July 2012
Bank of America May 2010 - January 2011
JPMorgan Chase Bank December 2007 - April 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, Construction Loans, Credit, Residential Mortgages, Due Diligence, Finance, Banking, Commercial Banking, Commercial Real Estate, Consumer Lending, Credit Analysis, Investment Properties, Portfolio Management
Education
SMU
Bachelor of Business Administration (BBA), Finance, General
BBVA Compass January 2014 - Present
Amegy Bank August 2012 - December 2013
BBVA Compass January 2011 - July 2012
Bank of America May 2010 - January 2011
JPMorgan Chase Bank December 2007 - April 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Refinance, Construction Loans, Credit, Residential Mortgages, Due Diligence, Finance, Banking, Commercial Banking, Commercial Real Estate, Consumer Lending, Credit Analysis, Investment Properties, Portfolio Management
Education
SMU
Bachelor of Business Administration (BBA), Finance, General
Matthew Nibarger's Bank of America Experience November 2012 - November 2013
Job Operations Manager at PrimaLend Capital Partners
Industry Financial Services
Experience
PrimaLend Capital Partners November 2013 - Present
Bank of America November 2012 - November 2013
Saxon Mortgage October 2008 - November 2012
Pulte Homes 2008 - 2008
Downing Custom Homes 2006 - 2008
Highland Homes 2005 - 2006
Newmark Homes 2003 - 2004
Skills
Financial Modeling, Leadership, Financial Analysis, Project Management, Financial Reporting, Process Improvement, Microsoft Excel, Negotiation, Problem Solving, Teamwork, Budgets, Accounting, Investments, Contract Negotiation, Customer Service, Strategic Planning, Contract Management, Mortgage Lending, Microsoft Word, Forecasting, Account Reconciliation
Education
Southern Methodist University 2010 — 2011
MBA
Southern Methodist University 2006 — 2008
BBA
PrimaLend Capital Partners November 2013 - Present
Bank of America November 2012 - November 2013
Saxon Mortgage October 2008 - November 2012
Pulte Homes 2008 - 2008
Downing Custom Homes 2006 - 2008
Highland Homes 2005 - 2006
Newmark Homes 2003 - 2004
Skills
Financial Modeling, Leadership, Financial Analysis, Project Management, Financial Reporting, Process Improvement, Microsoft Excel, Negotiation, Problem Solving, Teamwork, Budgets, Accounting, Investments, Contract Negotiation, Customer Service, Strategic Planning, Contract Management, Mortgage Lending, Microsoft Word, Forecasting, Account Reconciliation
Education
Southern Methodist University 2010 — 2011
MBA
Southern Methodist University 2006 — 2008
BBA
Charlotte Prachyl's Bank of America Experience May 2009 - Present
Job SVP, Vendor Management at Bank of America
Industry Banking
Experience
Bank of America May 2009 - Present
Footstar Inc. 1992 - 2005
Skills
Loans, Shared Services, Process Improvement, Negotiation, Business Analysis, Leadership, Banking, Mergers & Acquisitions, Finance, Vendor Management, Change Management, Strategic Planning, Team Building, Due Diligence, Analysis, Management, Credit, Forecasting, Retail, Financial Analysis, Risk Management, Business Process..., Financial Modeling, Budgets, Accounting, Strategy, Portfolio Management
Education
Southern Methodist University
BA, Accounting, Education
Bank of America May 2009 - Present
Footstar Inc. 1992 - 2005
Skills
Loans, Shared Services, Process Improvement, Negotiation, Business Analysis, Leadership, Banking, Mergers & Acquisitions, Finance, Vendor Management, Change Management, Strategic Planning, Team Building, Due Diligence, Analysis, Management, Credit, Forecasting, Retail, Financial Analysis, Risk Management, Business Process..., Financial Modeling, Budgets, Accounting, Strategy, Portfolio Management
Education
Southern Methodist University
BA, Accounting, Education
Edna Mitchell's Bank of America Experience March 2001 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America March 2001 - Present
Education
Southern Methodist University 1993 — 1997
BBA, Finance and Spanish
Bank of America March 2001 - Present
Education
Southern Methodist University 1993 — 1997
BBA, Finance and Spanish
Craig Pickerill's Bank of America Experience 2011 - Present
Job SVP, Risk Management
Industry Financial Services
Experience
Bank of America 2011 - Present
Bank of America 2008 - 2011
Countrywide 2006 - 2008
Education
Southern Methodist University
B.B.A., Finance
Bank of America 2011 - Present
Bank of America 2008 - 2011
Countrywide 2006 - 2008
Education
Southern Methodist University
B.B.A., Finance
Andrea Richardson's Bank of America Experience June 2008 - August 2008
Job Senior Marketing Manager at PepsiCo
Industry Marketing and Advertising
Experience
PepsiCo May 2014 - Present
PepsiCo - Frito Lay January 2013 - May 2014
Dr Pepper Snapple Group December 2012 - January 2013
Dr Pepper Snapple Group October 2011 - November 2012
Dr Pepper Snapple Group February 2010 - October 2011
Bank of America June 2008 - August 2008
MTV Networks September 2005 - July 2007
Nokia August 2002 - September 2005
Skills
Brand Management, Consumer Insight, Trend Forecasting, Cross-functional Team..., Marketing Copy, Business Analysis, Product Launch, Product Marketing, Marketing, Marketing Research, Consumer Behaviour, E-commerce
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Marketing
Southern Methodist University 1998 — 2002
Bachelor of Arts, Corporate Communications & Public Affairs
PepsiCo May 2014 - Present
PepsiCo - Frito Lay January 2013 - May 2014
Dr Pepper Snapple Group December 2012 - January 2013
Dr Pepper Snapple Group October 2011 - November 2012
Dr Pepper Snapple Group February 2010 - October 2011
Bank of America June 2008 - August 2008
MTV Networks September 2005 - July 2007
Nokia August 2002 - September 2005
Skills
Brand Management, Consumer Insight, Trend Forecasting, Cross-functional Team..., Marketing Copy, Business Analysis, Product Launch, Product Marketing, Marketing, Marketing Research, Consumer Behaviour, E-commerce
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Marketing
Southern Methodist University 1998 — 2002
Bachelor of Arts, Corporate Communications & Public Affairs
Kevin Moon's Bank of America Experience January 2000 - January 2008
Job Senior Vice President at Third Coast Bank
Industry Banking
Experience
Third Coast Bank September 2014 - Present
Regions Bank January 2010 - January 2014
JPMorgan Chase January 2008 - January 2010
Bank of America January 2000 - January 2008
American National Bank January 1996 - January 2000
Skills
Commercial Lending, Loans, Banking, Business Development, New Business Development, Management, Small Business Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Credit, Mortgage Lending
Education
Southern Methodist University 2003 — 2006
Banking
University of North Texas 1993 — 1996
Bachel., finance and marketing
Third Coast Bank September 2014 - Present
Regions Bank January 2010 - January 2014
JPMorgan Chase January 2008 - January 2010
Bank of America January 2000 - January 2008
American National Bank January 1996 - January 2000
Skills
Commercial Lending, Loans, Banking, Business Development, New Business Development, Management, Small Business Lending, Commercial Banking, Credit Analysis, Commercial Mortgages, Credit, Mortgage Lending
Education
Southern Methodist University 2003 — 2006
Banking
University of North Texas 1993 — 1996
Bachel., finance and marketing
Kathy Hammontree's Bank of America Experience 1974 - Present
Job Director Bank of America
Industry Banking
Experience
Bank of America 1974 - Present
Education
Southern Methodist University 1983 — 1985
BBA, Business, MIS
Sunset High School 1969 — 1971
Bank of America 1974 - Present
Education
Southern Methodist University 1983 — 1985
BBA, Business, MIS
Sunset High School 1969 — 1971
James Dolphin's Bank of America Experience 1989 - 1997
Job Sr. Credit Executive at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 1997 - Present
Bank of America 1989 - 1997
Skills
Credit, Valuation, Commercial Banking, Banking
Education
Southern Methodist University 1976 — 1980
BBA, Business
JPMorgan Chase March 1997 - Present
Bank of America 1989 - 1997
Skills
Credit, Valuation, Commercial Banking, Banking
Education
Southern Methodist University 1976 — 1980
BBA, Business
Dwayne Fathke's Bank of America Experience January 1997 - June 2005
Job Management Professional
Industry Retail
Experience
Walmart May 2011 - Present
Lowe's Home Improvement August 2006 - January 2011
Bank of America January 1997 - June 2005
Skills
Sales, Inventory Management, Coaching, Microsoft Excel, Leadership, Microsoft Office, Banking, Project Management, PowerPoint, Merchandising, Budgets, Visio, Microsoft Word, Risk Management
Education
Southern Methodist University
School of Engineering & Applied Science
University of North Texas
BAAS, Business, Psychology, Sociology & Public Administration
Walmart May 2011 - Present
Lowe's Home Improvement August 2006 - January 2011
Bank of America January 1997 - June 2005
Skills
Sales, Inventory Management, Coaching, Microsoft Excel, Leadership, Microsoft Office, Banking, Project Management, PowerPoint, Merchandising, Budgets, Visio, Microsoft Word, Risk Management
Education
Southern Methodist University
School of Engineering & Applied Science
University of North Texas
BAAS, Business, Psychology, Sociology & Public Administration
Christopher Post, CFA's Bank of America Experience June 2009 - June 2012
Job Managing Director at FTI Consulting
Industry Financial Services
Experience
FTI Consulting - Telecom, Media & Technology June 2012 - Present
Bank of America June 2009 - June 2012
Bank of America February 2005 - May 2009
Irving ISD September 2002 - February 2005
Comerica Bank January 2002 - August 2002
Skills
Debt Restructuring, Bankruptcy, Leveraged Finance, Capital Markets, Credit Analysis, Financial Modeling, Valuation, Interim Management, Litigation Support, Chartered Financial...
Education
Southern Methodist University 1997 — 2001
BA, Economics
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
FTI Consulting - Telecom, Media & Technology June 2012 - Present
Bank of America June 2009 - June 2012
Bank of America February 2005 - May 2009
Irving ISD September 2002 - February 2005
Comerica Bank January 2002 - August 2002
Skills
Debt Restructuring, Bankruptcy, Leveraged Finance, Capital Markets, Credit Analysis, Financial Modeling, Valuation, Interim Management, Litigation Support, Chartered Financial...
Education
Southern Methodist University 1997 — 2001
BA, Economics
Southern Methodist University - Cox School of Business 1997 — 2001
BBA, Finance
Jacob Crowley's Bank of America Experience July 2004 - September 2008
Job Scheduler at Axxiom Manufacturing, Inc.
Industry Machinery
Experience
Liberty Mutual Insurance December 2009 - March 2011
All-Tech Claims Management September 2008 - July 2009
Bank of America July 2004 - September 2008
Education
Southern Methodist University 1999 — 2002
Bachelor of Arts (B.A.), Broadcast Journalism
Texas A&M University 1997 — 1999
Liberty Mutual Insurance December 2009 - March 2011
All-Tech Claims Management September 2008 - July 2009
Bank of America July 2004 - September 2008
Education
Southern Methodist University 1999 — 2002
Bachelor of Arts (B.A.), Broadcast Journalism
Texas A&M University 1997 — 1999
Carol Yonack's Bank of America Experience 2006 - 2007
Job Philanthropic Consultant at Carol Yonack & Associates
Industry Philanthropy
Experience
Carol Yonack & Associates October 2013 - Present
Foundation Source October 2011 - October 2013
Wealth Managment at Wells Fargo September 2007 - November 2011
Bank of America 2006 - 2007
Wells Fargo 2002 - 2006
Philanthropic Designs 2000 - 2002
Merrill Lynch Nonprofit Financial Services 1997 - 2000
NationasBank (now Bank of America) 1982 - 1997
Skills
Wealth Management, Investments, Non-profits, Nonprofits, Board Development, Planned Giving, Philanthropy, Charities, Portfolio Management, Asset Managment, Non-profit..., High Net Worth..., Alternative Investments, Foundations, Wealth, Asset Allocation, Fundraising, Trusts, Estate Planning, Trust Services, Financial Advisory, Wealth Management..., Investment Advisory, Financial Planners, Securities, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Asset Management, Financial Planning
Education
Southern Methodist University
Master of Science
Southern Methodist University
Bachelor of Science
Carol Yonack & Associates October 2013 - Present
Foundation Source October 2011 - October 2013
Wealth Managment at Wells Fargo September 2007 - November 2011
Bank of America 2006 - 2007
Wells Fargo 2002 - 2006
Philanthropic Designs 2000 - 2002
Merrill Lynch Nonprofit Financial Services 1997 - 2000
NationasBank (now Bank of America) 1982 - 1997
Skills
Wealth Management, Investments, Non-profits, Nonprofits, Board Development, Planned Giving, Philanthropy, Charities, Portfolio Management, Asset Managment, Non-profit..., High Net Worth..., Alternative Investments, Foundations, Wealth, Asset Allocation, Fundraising, Trusts, Estate Planning, Trust Services, Financial Advisory, Wealth Management..., Investment Advisory, Financial Planners, Securities, Mutual Funds, Investment Strategies, Strategic Financial..., Investment Management, Retirement Planning, Asset Management, Financial Planning
Education
Southern Methodist University
Master of Science
Southern Methodist University
Bachelor of Science
Andy Noel's Bank of America Experience
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America
Skills
Commercial Banking, Commercial Lending
Education
Southern Methodist University 1972 — 1973
Master of Business Administration (MBA), Accounting and Finance
Miami University, Oxford, Ohio 1968 — 1972
Bachelor of Science (BS), Finance, General
Bank of America
Skills
Commercial Banking, Commercial Lending
Education
Southern Methodist University 1972 — 1973
Master of Business Administration (MBA), Accounting and Finance
Miami University, Oxford, Ohio 1968 — 1972
Bachelor of Science (BS), Finance, General
Obed Contreras's Bank of America Experience March 2010 - December 2012
Job Network Engineer at Nokia
Industry Electrical/Electronic Manufacturing
Experience
Nokia June 2015 - Present
Southern Methodist University July 2013 - Present
Bank of America March 2010 - December 2012
Education
Southern Methodist University 2012 — 2015
Bachelor's degree in Electrical Engineering & Math, Electrical and Electronics Engineering
Nokia June 2015 - Present
Southern Methodist University July 2013 - Present
Bank of America March 2010 - December 2012
Education
Southern Methodist University 2012 — 2015
Bachelor's degree in Electrical Engineering & Math, Electrical and Electronics Engineering
Bernie OConnell's Bank of America Experience April 2007 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America April 2007 - Present
Wickes Furniture January 2006 - March 2007
Citi July 2001 - December 2005
CBRE August 1998 - June 2001
Citi August 1989 - July 1998
Skills
Asset Managment, Leasing, Property Disposition, Team Leadership, Financial Analysis, Financial Modeling, Loan Servicing, Corporate Services, Capital Budgeting, Operating Efficiencies, Operating Expenses, Operating Budgets
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Accounting
Bank of America April 2007 - Present
Wickes Furniture January 2006 - March 2007
Citi July 2001 - December 2005
CBRE August 1998 - June 2001
Citi August 1989 - July 1998
Skills
Asset Managment, Leasing, Property Disposition, Team Leadership, Financial Analysis, Financial Modeling, Loan Servicing, Corporate Services, Capital Budgeting, Operating Efficiencies, Operating Expenses, Operating Budgets
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Accounting
Neill Davis's Bank of America Experience January 1980 - March 1997
Job CFO
Industry Retail
Experience
The Men's Wearhouse, Inc May 1997 - Present
Bank of America January 1980 - March 1997
Education
University of Arkansas at Fayetteville 1978 — 1979
MBA
Southern Methodist University 1974 — 1978
BBA, Finance
The Men's Wearhouse, Inc May 1997 - Present
Bank of America January 1980 - March 1997
Education
University of Arkansas at Fayetteville 1978 — 1979
MBA
Southern Methodist University 1974 — 1978
BBA, Finance
Christopher Clemmons's Bank of America Experience June 2012 - September 2013
Job Abstract and Title Company
Industry Real Estate
Experience
The Clemmons Group March 2014 - Present
Wells Fargo Home Mortgage September 2013 - May 2014
Bank of America June 2012 - September 2013
Bank of America Merchant Services December 2009 - June 2012
Bank of America 2006 - 2009
Skills
Mortgage Lending, Credit, Banking, Commercial Banking, Consumer Lending, Merchant Services, Commercial Lending, Series 7, Wealth Management, Investments, Cash Management, Treasury Management, Small Business Lending, Mortgage Banking, Loan Origination, Series 63, Credit Analysis, Retail Banking, Series 6, Refinance, Residential Mortgages, Relationship Management, Cross Selling, First Time Home Buyers, FHA, Real Estate, Private Banking, Branch Management, Financial Services, Banking Relationships, Financial Advisory, Loan Modifications, Home Equity Lines of..., Home Equity Loans, VA loans, FHA financing, Construction Loans, USDA, Government Loans, Finance, Mortgage Servicing, Lines Of Credit, Business Relationship..., Default, Real Estate Economics, Property, High Net Worth..., Wealth Management..., Customer Retention, Portfolio Management
Education
Southern Methodist University 1995 — 2000
Bachelor's degree, Economics and Fianacial Applications
The Clemmons Group March 2014 - Present
Wells Fargo Home Mortgage September 2013 - May 2014
Bank of America June 2012 - September 2013
Bank of America Merchant Services December 2009 - June 2012
Bank of America 2006 - 2009
Skills
Mortgage Lending, Credit, Banking, Commercial Banking, Consumer Lending, Merchant Services, Commercial Lending, Series 7, Wealth Management, Investments, Cash Management, Treasury Management, Small Business Lending, Mortgage Banking, Loan Origination, Series 63, Credit Analysis, Retail Banking, Series 6, Refinance, Residential Mortgages, Relationship Management, Cross Selling, First Time Home Buyers, FHA, Real Estate, Private Banking, Branch Management, Financial Services, Banking Relationships, Financial Advisory, Loan Modifications, Home Equity Lines of..., Home Equity Loans, VA loans, FHA financing, Construction Loans, USDA, Government Loans, Finance, Mortgage Servicing, Lines Of Credit, Business Relationship..., Default, Real Estate Economics, Property, High Net Worth..., Wealth Management..., Customer Retention, Portfolio Management
Education
Southern Methodist University 1995 — 2000
Bachelor's degree, Economics and Fianacial Applications
Faye Burton's Bank of America Experience April 2007 - January 2008
Job Sr. Treasury System Support Analyst at GM Financial
Industry Information Technology and Services
Experience
GM Financial August 2015 - Present
JPMorgan Chase February 2002 - November 2014
Bank of America April 2007 - January 2008
Comerica Securities Inc September 1997 - January 2002
Bank One October 1987 - September 1997
Skills
Management, Hedge Funds, Customer Service, Microsoft Office, Project Management, Financial Modeling, Risk Management, Valuation, Team Building, Public Speaking, Accounting, Leadership, Asset Management, Financial Risk, Project Implementation, Process Improvement, Account Reconciliation, Nostro Reconciliation, Policies & Procedures
Education
Southern Methodist University 2005 — 2005
Non Degree Program in Communications, Communication, General
Business and Management Center, Dallas TX
Business Administration and Management, General
GM Financial August 2015 - Present
JPMorgan Chase February 2002 - November 2014
Bank of America April 2007 - January 2008
Comerica Securities Inc September 1997 - January 2002
Bank One October 1987 - September 1997
Skills
Management, Hedge Funds, Customer Service, Microsoft Office, Project Management, Financial Modeling, Risk Management, Valuation, Team Building, Public Speaking, Accounting, Leadership, Asset Management, Financial Risk, Project Implementation, Process Improvement, Account Reconciliation, Nostro Reconciliation, Policies & Procedures
Education
Southern Methodist University 2005 — 2005
Non Degree Program in Communications, Communication, General
Business and Management Center, Dallas TX
Business Administration and Management, General
Eunice Escobar's Bank of America Experience August 2010 - December 2011
Job Escrow Assistant at North American Title
Industry Banking
Experience
North American Title August 2013 - Present
Chicago Title Insurance Company January 2012 - August 2013
Bank of America August 2010 - December 2011
La Madeleine May 2008 - August 2010
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Credit Risk, Bonds, Financial Analysis, Accounting
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Economics
Southern Methodist University 2006 — 2010
Bachelor of Science (B.S.), Economics
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
North American Title August 2013 - Present
Chicago Title Insurance Company January 2012 - August 2013
Bank of America August 2010 - December 2011
La Madeleine May 2008 - August 2010
Skills
Banking, Credit, Commercial Banking, Credit Analysis, Retail Banking, Commercial Lending, Credit Risk, Bonds, Financial Analysis, Accounting
Education
The University of Texas at Dallas 2012 — 2014
Master of Science (MS), Economics
Southern Methodist University 2006 — 2010
Bachelor of Science (B.S.), Economics
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Jan Cureton's Bank of America Experience December 1980 - May 2008
Job
Industry Banking
Experience
BB&T 2008 - 2015
Bank of America December 1980 - May 2008
Skills
Loans, Credit, Small Business Lending, Retail Banking, Consumer Lending
Education
SMU 1977 — 1980
BB&T 2008 - 2015
Bank of America December 1980 - May 2008
Skills
Loans, Credit, Small Business Lending, Retail Banking, Consumer Lending
Education
SMU 1977 — 1980
David Brindley's Bank of America Experience April 2003 - April 2007
Job Correspondent Business Manager at 1st Reverse Mortgage USA
Industry Financial Services
Experience
1st Reverse Mortgage USA May 2011 - Present
Generation Mortgage Co. April 2007 - May 2011
Bank of America April 2003 - April 2007
Education
Southern Methodist University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing
1st Reverse Mortgage USA May 2011 - Present
Generation Mortgage Co. April 2007 - May 2011
Bank of America April 2003 - April 2007
Education
Southern Methodist University 1972 — 1976
Bachelor of Business Administration (B.B.A.), Marketing
Donielle Geiser's Bank of America Experience January 2011 - October 2012
Job Processing Team Lead at Georgetown Mortgage
Industry Banking
Experience
Georgetown Mortgage LLC June 2015 - Present
Georgetown Mortgage LLC December 2014 - May 2015
New American Funding March 2014 - October 2014
Citi October 2012 - March 2014
Bank of America January 2011 - October 2012
Bank of America October 2007 - December 2010
Bank of America May 2006 - October 2007
Peace Corps January 2005 - October 2005
Skills
Business Relationship..., Training & Development, Customer Experience, Organizational..., Team Leadership, Managerial Experience, Detail Orientation, Results Focused, Management, Banking, Employee Training, Mortgage Lending, Loan Origination, Government Loans, Refinance, New Home Purchase, Leadership, Credit Analysis, FHA Financing, Cross Selling, Home Equity Loans, Consumer Lending, Networking, Residential Mortgages, Process Improvement, Credit Cards, Credit Risk, Sales Management, Deposits, Training, Time Management
Education
Southern Methodist University 2000 — 2004
Economics with Financial Applications
Georgetown Mortgage LLC June 2015 - Present
Georgetown Mortgage LLC December 2014 - May 2015
New American Funding March 2014 - October 2014
Citi October 2012 - March 2014
Bank of America January 2011 - October 2012
Bank of America October 2007 - December 2010
Bank of America May 2006 - October 2007
Peace Corps January 2005 - October 2005
Skills
Business Relationship..., Training & Development, Customer Experience, Organizational..., Team Leadership, Managerial Experience, Detail Orientation, Results Focused, Management, Banking, Employee Training, Mortgage Lending, Loan Origination, Government Loans, Refinance, New Home Purchase, Leadership, Credit Analysis, FHA Financing, Cross Selling, Home Equity Loans, Consumer Lending, Networking, Residential Mortgages, Process Improvement, Credit Cards, Credit Risk, Sales Management, Deposits, Training, Time Management
Education
Southern Methodist University 2000 — 2004
Economics with Financial Applications
Maheshika Ruwanpathirana's Bank of America Experience January 2009 - December 2011
Job Senior Analyst, Operations Home Lending Default/Process Control at Chase Home Finance
Industry Legal Services
Experience
JPMorgan Chase January 2011 - Present
Attorney Generals Office, Northwest Office April 2012 - July 2012
Bank of America January 2009 - December 2011
Bank of America January 2008 - December 2009
Countrywide Home Loans January 2005 - December 2008
Skills
Strong analytical and..., Ability to handle..., Strong knowledge of..., Proficient in Microsoft..., Proficient with systems..., Revenue Analysis, Financial Modeling, Forecasting, Financial Analysis, Competitive Analysis
Education
Southern Methodist University
Masters degree, Dispute Resolution & Conflict Management
The University of Texas at Dallas 2006 — 2010
Bachelors degree, Criminal Justice
JPMorgan Chase January 2011 - Present
Attorney Generals Office, Northwest Office April 2012 - July 2012
Bank of America January 2009 - December 2011
Bank of America January 2008 - December 2009
Countrywide Home Loans January 2005 - December 2008
Skills
Strong analytical and..., Ability to handle..., Strong knowledge of..., Proficient in Microsoft..., Proficient with systems..., Revenue Analysis, Financial Modeling, Forecasting, Financial Analysis, Competitive Analysis
Education
Southern Methodist University
Masters degree, Dispute Resolution & Conflict Management
The University of Texas at Dallas 2006 — 2010
Bachelors degree, Criminal Justice
Limin Lin's Bank of America Experience June 2004 - Present
Job vp, Fair Lending Analytics at Bank of America
Industry Banking
Experience
Bank of America June 2004 - Present
Skills
SAS programming
Education
Southern Methodist University 1999 — 2004
Doctor of Philosophy (Ph.D.), Economics
Bank of America June 2004 - Present
Skills
SAS programming
Education
Southern Methodist University 1999 — 2004
Doctor of Philosophy (Ph.D.), Economics
Corey Fleming's Bank of America Experience February 2013 - Present
Job Process Designer at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America January 2000 - January 2013
Bank of America 1997 - December 2000
Bank of America January 1995 - 1997
Procter & Gamble August 1991 - December 1994
Skills
Change Management, Project Management, Virtual Facilitation, Workshop Facilitation, Learning & Development..., Designing Learning, Process Design
Education
Southern Methodist University 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Bank of America February 2013 - Present
Bank of America January 2000 - January 2013
Bank of America 1997 - December 2000
Bank of America January 1995 - 1997
Procter & Gamble August 1991 - December 1994
Skills
Change Management, Project Management, Virtual Facilitation, Workshop Facilitation, Learning & Development..., Designing Learning, Process Design
Education
Southern Methodist University 1987 — 1991
Bachelor of Business Administration (BBA), Marketing
Patrick Lindsey's Bank of America Experience June 2005 - March 2009
Job Institutional Equity Sales at UBS
Industry Financial Services
Experience
UBS June 2009 - May 2014
Bank of America June 2005 - March 2009
Green Street Advisors September 1996 - December 2004
Skills
Equity Sales, Equities, Institutional, Equity Research, Capital Markets, Series 7, Alternative Investments, Investments, Financial Modeling, Hedge Funds, Asset Management, Valuation
Education
Southern Methodist University 1995 — 1998
Master of Business Administration (MBA), Finance and Real Estate
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
UBS June 2009 - May 2014
Bank of America June 2005 - March 2009
Green Street Advisors September 1996 - December 2004
Skills
Equity Sales, Equities, Institutional, Equity Research, Capital Markets, Series 7, Alternative Investments, Investments, Financial Modeling, Hedge Funds, Asset Management, Valuation
Education
Southern Methodist University 1995 — 1998
Master of Business Administration (MBA), Finance and Real Estate
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Hafez Hafez's Bank of America Experience January 1993 - Present
Job
Industry
Experience
Bank of America January 1993 - Present
Education
Southern Methodist University 1981 — 1984
Master of Engineering (MEng), Computer Systems Networking and Telecommunications
Bank of America January 1993 - Present
Education
Southern Methodist University 1981 — 1984
Master of Engineering (MEng), Computer Systems Networking and Telecommunications
Jay Garcia's Bank of America Experience June 2001 - February 2002
Job Senior Vice President Regional Portfolio Manager at Marquette Business Credit
Industry Banking
Experience
Marquette Business Credit May 2015 - Present
BBVA Compass August 2014 - May 2015
Capital One October 2006 - March 2014
Guaranty Bank January 2003 - August 2006
Comerica Bank February 2002 - December 2002
Bank of America June 2001 - February 2002
FINOVA Capital Corporation May 1997 - May 2001
Transamerica December 1991 - April 1997
Skills
Asset Based Lending, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Credit and Risk..., Underwriting, Capital Markets, Credit, Banking, Legal Document..., Private Equity, Mergers & Acquisitions, Debt Restructuring, Negotiation, Finance, Loans
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance, 27 Hours of Accounting
Southern Methodist University
Southwestern Graduate School of Banking, Class XXIX
Southern Methodist University
Southwestern Intermediate School of Banking, Class VII
Marquette Business Credit May 2015 - Present
BBVA Compass August 2014 - May 2015
Capital One October 2006 - March 2014
Guaranty Bank January 2003 - August 2006
Comerica Bank February 2002 - December 2002
Bank of America June 2001 - February 2002
FINOVA Capital Corporation May 1997 - May 2001
Transamerica December 1991 - April 1997
Skills
Asset Based Lending, Commercial Lending, Portfolio Management, Financial Analysis, Credit Analysis, Credit and Risk..., Underwriting, Capital Markets, Credit, Banking, Legal Document..., Private Equity, Mergers & Acquisitions, Debt Restructuring, Negotiation, Finance, Loans
Education
The University of Texas at Austin - Red McCombs School of Business
Bachelor of Business Administration (BBA), Finance, 27 Hours of Accounting
Southern Methodist University
Southwestern Graduate School of Banking, Class XXIX
Southern Methodist University
Southwestern Intermediate School of Banking, Class VII
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS