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.
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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
Saadia Sheikh, CCIM Saadia Sheikh, CCIM's Bank of America Experience August 2007 - December 2009
Job Vice President at E Smith Realty Partners
Industry Commercial Real Estate
Experience
E Smith Realty Partners August 2014 - Present
The Red Group, LLC May 2014 - Present
Wingert Real Estate Company June 2012 - May 2014
Hudson Peters Commercial May 2009 - June 2012
Bank of America August 2007 - December 2009
Mohr Partners January 2009 - April 2009
Skills
Real Estate, Leases, Financial Analysis, Tenant Representation, Landlord, Location Intelligence, Seller Representation, Disposition, Landlords, Brokerage, Real Estate Development, Investment Sales, Corporate Real Estate, Property Management, Investments, Tenant, Commercial Real Estate, Due Diligence, Asset Management, Real Estate Financing, Lease Administration, Investment Properties, Acquisitions, Real Estate Economics, Lease Negotiations, Real Estate Transactions, Dispositions
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Certificate in Strategic Leadership, Communications
CCIM Institute 2010 — 2013
Commercial Investment Finance
Champions School Of Real Estate 2009 — 2009
Licensed, Real Estate
The University of Texas at Dallas - School of Management 2007 — 2009
Bachelor's Degree, Business Administration
E Smith Realty Partners August 2014 - Present
The Red Group, LLC May 2014 - Present
Wingert Real Estate Company June 2012 - May 2014
Hudson Peters Commercial May 2009 - June 2012
Bank of America August 2007 - December 2009
Mohr Partners January 2009 - April 2009
Skills
Real Estate, Leases, Financial Analysis, Tenant Representation, Landlord, Location Intelligence, Seller Representation, Disposition, Landlords, Brokerage, Real Estate Development, Investment Sales, Corporate Real Estate, Property Management, Investments, Tenant, Commercial Real Estate, Due Diligence, Asset Management, Real Estate Financing, Lease Administration, Investment Properties, Acquisitions, Real Estate Economics, Lease Negotiations, Real Estate Transactions, Dispositions
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Certificate in Strategic Leadership, Communications
CCIM Institute 2010 — 2013
Commercial Investment Finance
Champions School Of Real Estate 2009 — 2009
Licensed, Real Estate
The University of Texas at Dallas - School of Management 2007 — 2009
Bachelor's Degree, Business Administration
Carl Nuckels Carl Nuckels's Bank of America Experience January 2011 - May 2014
Job Compensation Analyst at EY
Industry Accounting
Experience
EY June 2014 - Present
Bank of America January 2011 - May 2014
Bank of America February 2010 - January 2011
Learning Express January 2000 - February 2009
Learning Express April 1996 - December 2000
Skills
Training, Management, Merchandising, Sales, Customer Service, Call Centers, Forecasting, Data Analysis, Profit, Team Building, Vendor Management, Customer Retention, CRM, Store Management, Troubleshooting, Analysis, Inventory Management, Purchasing, Account Management, Advertising, Customer Satisfaction, Program Management, Cross-functional Team..., Team Leadership, Customer Experience, Retail, Strategic Planning, Marketing, Aspect ACD, NICE, Salesforce.com, Loan Servicing, Banking, Operations Management, Strategy, Big 4
Education
Southern Methodist University - Cox School of Business 1994 — 2000
BBA, Business Mgmt, Stratgy. Minor in Economics
Hillcrest High School 1990 — 1994
EY June 2014 - Present
Bank of America January 2011 - May 2014
Bank of America February 2010 - January 2011
Learning Express January 2000 - February 2009
Learning Express April 1996 - December 2000
Skills
Training, Management, Merchandising, Sales, Customer Service, Call Centers, Forecasting, Data Analysis, Profit, Team Building, Vendor Management, Customer Retention, CRM, Store Management, Troubleshooting, Analysis, Inventory Management, Purchasing, Account Management, Advertising, Customer Satisfaction, Program Management, Cross-functional Team..., Team Leadership, Customer Experience, Retail, Strategic Planning, Marketing, Aspect ACD, NICE, Salesforce.com, Loan Servicing, Banking, Operations Management, Strategy, Big 4
Education
Southern Methodist University - Cox School of Business 1994 — 2000
BBA, Business Mgmt, Stratgy. Minor in Economics
Hillcrest High School 1990 — 1994
Anna Carter, CRCM Anna Carter, CRCM's Bank of America Experience August 2002 - August 2012
Job First Vice President, Mortgage Fulfillment Business Controls at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC May 2015 - Present
Capital One September 2012 - May 2015
Bank of America August 2002 - August 2012
Arthur Andersen Business Consulting 2001 - 2001
Skills
Financial Risk, Change Management, Business Strategy, Regulatory Compliance, Risk Mitigation &..., Analytics, Critical Problem Solving, Process Improvement, Process Reengineering, Performance Optimization, Project Management, Executive-level..., Leadership, Risk Management, Management, Credit, Analysis, Credit Risk, Business Process..., Integration, Auditing, Portfolio Management, Training, Banking, Finance, Financial Services, Loans, Mortgage Lending
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
PennyMac Loan Services, LLC May 2015 - Present
Capital One September 2012 - May 2015
Bank of America August 2002 - August 2012
Arthur Andersen Business Consulting 2001 - 2001
Skills
Financial Risk, Change Management, Business Strategy, Regulatory Compliance, Risk Mitigation &..., Analytics, Critical Problem Solving, Process Improvement, Process Reengineering, Performance Optimization, Project Management, Executive-level..., Leadership, Risk Management, Management, Credit, Analysis, Credit Risk, Business Process..., Integration, Auditing, Portfolio Management, Training, Banking, Finance, Financial Services, Loans, Mortgage Lending
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Management Information Systems
William (Butch) Roher William (Butch) Roher's Bank of America Experience October 1983 - November 1987
Job Senior Vice President at Northstar Bank of Texas
Industry Banking
Experience
Northstar Bank of Texas February 2014 - Present
First United Bank & Trust October 2006 - January 2014
Patriot Bank June 2005 - September 2006
SouthTrust Bank/Wachovia Bank January 1997 - June 2005
Security Capital Inc. October 1994 - January 1997
Resolution Trust Corporation November 1990 - October 1994
Heller Financial November 1987 - October 1990
Bank of America October 1983 - November 1987
Skills
Commercial Real Estate, Loans, Mortgage Lending, Commercial Mortgages, Apartments, Commercial Lending, Commercial Banking, Loan Origination, Real Estate, Real Estate Financing, Construction Loans, Disposition, Credit
Education
Southern Methodist University 1977 — 1981
BBA, Finance
Kinkaid High School
Northstar Bank of Texas February 2014 - Present
First United Bank & Trust October 2006 - January 2014
Patriot Bank June 2005 - September 2006
SouthTrust Bank/Wachovia Bank January 1997 - June 2005
Security Capital Inc. October 1994 - January 1997
Resolution Trust Corporation November 1990 - October 1994
Heller Financial November 1987 - October 1990
Bank of America October 1983 - November 1987
Skills
Commercial Real Estate, Loans, Mortgage Lending, Commercial Mortgages, Apartments, Commercial Lending, Commercial Banking, Loan Origination, Real Estate, Real Estate Financing, Construction Loans, Disposition, Credit
Education
Southern Methodist University 1977 — 1981
BBA, Finance
Kinkaid High School
Catherine Mahon-Gunnell Catherine Mahon-Gunnell's Bank of America Experience August 1992 - October 2000
Job Need Optimization? | Global transformation of finance and procurement and smooth post merger integrations
Industry Management Consulting
Experience
Kells Group Consulting March 2006 - Present
World Vision International December 2013 - May 2015
PRGX August 2010 - March 2012
Group W Associates LLC February 2006 - December 2006
A.T.Kearney October 2000 - February 2006
A Prompt Computer Service, Inc. September 1999 - December 2005
Bank of America August 1992 - October 2000
Lehman Brothers August 1990 - June 1992
Skills
Business Process..., Procurement..., Mergers and Acquisitions, Post Merger Integration, Operations, Creative Problem Solving, Root Cause Analysis, Marketing Communications, Technical Writing, Corporate Communications, Strategic Communications, International Project..., Project Portfolio..., Business Process Design, Organizational..., Process Consultation, Organizational Diagnosis, Organizational Changes, Change Management, Business Transformation, Project Governance, Organizational Change, Workshop Design, Workshop Presenter, Business Reorganizations, Business Change..., Stakeholder Management, Process Alignment, Process Creation, Efficiency Optimization, Organization..., Project Execution, Project Management, Mergers, Procurement, Risk Management, Acquisition Integration, Competitive Analysis, Process Consulting, Mergers & Acquisitions, Strategy, Management Consulting, Business Planning, Consulting, Program Management, Management, Process Improvement, Leadership, Strategic Planning, Strategic Sourcing
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, Finance
The College of William and Mary 1988 — 1990
BS, Finance
Kells Group Consulting March 2006 - Present
World Vision International December 2013 - May 2015
PRGX August 2010 - March 2012
Group W Associates LLC February 2006 - December 2006
A.T.Kearney October 2000 - February 2006
A Prompt Computer Service, Inc. September 1999 - December 2005
Bank of America August 1992 - October 2000
Lehman Brothers August 1990 - June 1992
Skills
Business Process..., Procurement..., Mergers and Acquisitions, Post Merger Integration, Operations, Creative Problem Solving, Root Cause Analysis, Marketing Communications, Technical Writing, Corporate Communications, Strategic Communications, International Project..., Project Portfolio..., Business Process Design, Organizational..., Process Consultation, Organizational Diagnosis, Organizational Changes, Change Management, Business Transformation, Project Governance, Organizational Change, Workshop Design, Workshop Presenter, Business Reorganizations, Business Change..., Stakeholder Management, Process Alignment, Process Creation, Efficiency Optimization, Organization..., Project Execution, Project Management, Mergers, Procurement, Risk Management, Acquisition Integration, Competitive Analysis, Process Consulting, Mergers & Acquisitions, Strategy, Management Consulting, Business Planning, Consulting, Program Management, Management, Process Improvement, Leadership, Strategic Planning, Strategic Sourcing
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA, Finance
The College of William and Mary 1988 — 1990
BS, Finance
Tara Gonzalez Tara Gonzalez's Bank of America Experience January 2011 - Present
Job AVP, Business Support Lead II
Industry Banking
Experience
Bank of America January 2011 - Present
Penson Financial Services May 2007 - June 2010
Skills
Banking, Process Improvement, Mortgage Banking, Business Analysis, Vendor Management, Microsoft Excel, Financial Reporting, PowerPoint, Back Office, Relationship Management, Securities, Financial Services, Finance, Financial Modeling
Education
Southern Methodist University 2014 — 2014
Paralegal Studies
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (BS), Finance, General
Bank of America January 2011 - Present
Penson Financial Services May 2007 - June 2010
Skills
Banking, Process Improvement, Mortgage Banking, Business Analysis, Vendor Management, Microsoft Excel, Financial Reporting, PowerPoint, Back Office, Relationship Management, Securities, Financial Services, Finance, Financial Modeling
Education
Southern Methodist University 2014 — 2014
Paralegal Studies
The University of Texas at Dallas 2004 — 2006
Bachelor of Science (BS), Finance, General
Janet Johnston Janet Johnston's Bank of America Experience May 1976 - March 1999
Job Business & IT Consultant
Industry Information Technology and Services
Experience
Heartland Bank November 2012 - August 2013
Bank-Star ; Mortgage Loan Division September 2011 - November 2012
Mobile Moxie August 2010 - August 2011
Private Quarters Luxury Linens September 2006 - September 2010
TDK Technologies August 2008 - January 2009
Adaptive Solutions December 2007 - July 2008
A.G. Edwards April 2007 - August 2007
AG Edwards August 2004 - November 2004
Edward Jones February 2002 - July 2004
Bank of America May 1976 - March 1999
Skills
Management, Refinance, Customer Service, SDLC, Project Planning, Leadership, Business Analysis, Mortgage Lending, Banking, Training, Start-ups
Education
Southern Methodist University - Cox School of Business 1987 — 1990
Graduate, Finance and Banking
University of Missouri-Saint Louis 1976 — 1978
BSBA, Accounting
University of Arkansas
BA, English
Heartland Bank November 2012 - August 2013
Bank-Star ; Mortgage Loan Division September 2011 - November 2012
Mobile Moxie August 2010 - August 2011
Private Quarters Luxury Linens September 2006 - September 2010
TDK Technologies August 2008 - January 2009
Adaptive Solutions December 2007 - July 2008
A.G. Edwards April 2007 - August 2007
AG Edwards August 2004 - November 2004
Edward Jones February 2002 - July 2004
Bank of America May 1976 - March 1999
Skills
Management, Refinance, Customer Service, SDLC, Project Planning, Leadership, Business Analysis, Mortgage Lending, Banking, Training, Start-ups
Education
Southern Methodist University - Cox School of Business 1987 — 1990
Graduate, Finance and Banking
University of Missouri-Saint Louis 1976 — 1978
BSBA, Accounting
University of Arkansas
BA, English
Alan Miller Alan Miller's Bank of America Experience 1988 - 1993
Job Private Wealth Advisors Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank April 2013 - Present
BOK Financial July 2011 - April 2013
Bank of Texas July 2008 - July 2011
JPMorgan Chase January 2006 - June 2008
JP Morgan Chase / Bank One 1993 - 2005
Bank of America 1988 - 1993
Skills
Banking, Finance, Treasury, Treasury Services, Corporate Trust, Commercial Lending, Commercial Banking, Private Banking, Loans, Credit Analysis, Treasury Management, Mortgage Lending, Wealth Management, Credit, Foreign Exchange
Education
Southern Methodist University - Cox School of Business 1988 — 1988
MBA, Finance
The University of Texas at Austin 1983 — 1987
BBA, Finance
Texas Capital Bank April 2013 - Present
BOK Financial July 2011 - April 2013
Bank of Texas July 2008 - July 2011
JPMorgan Chase January 2006 - June 2008
JP Morgan Chase / Bank One 1993 - 2005
Bank of America 1988 - 1993
Skills
Banking, Finance, Treasury, Treasury Services, Corporate Trust, Commercial Lending, Commercial Banking, Private Banking, Loans, Credit Analysis, Treasury Management, Mortgage Lending, Wealth Management, Credit, Foreign Exchange
Education
Southern Methodist University - Cox School of Business 1988 — 1988
MBA, Finance
The University of Texas at Austin 1983 — 1987
BBA, Finance
Jenna Sands Jenna Sands's Bank of America Experience February 2013 - Present
Job Business Support Manager, VP at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
Bank of America September 2010 - February 2013
Bank of America September 2007 - August 2010
Countrywide Home Loans June 2007 - September 2007
Countrywide Home Loans 2006 - 2006
Skills
Mortgage Servicing, Loan Origination, Leadership, Foreclosures, Business Analysis, Process Improvement, Business Process..., Team Building, Training and Development, Project Management, Performance Management, Problem Solving, Access, Visio, SharePoint, Program Management, Management Consulting, Human Resources, Risk Management, Training, Leadership Development, Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
BBA, Finance
Bank of America February 2013 - Present
Bank of America September 2010 - February 2013
Bank of America September 2007 - August 2010
Countrywide Home Loans June 2007 - September 2007
Countrywide Home Loans 2006 - 2006
Skills
Mortgage Servicing, Loan Origination, Leadership, Foreclosures, Business Analysis, Process Improvement, Business Process..., Team Building, Training and Development, Project Management, Performance Management, Problem Solving, Access, Visio, SharePoint, Program Management, Management Consulting, Human Resources, Risk Management, Training, Leadership Development, Management
Education
Southern Methodist University - Cox School of Business 2005 — 2007
BBA, Finance
Phoebe Anne Muchilwa Phoebe Anne Muchilwa's Bank of America Experience August 2013 - Present
Job Sr Business Control Specialist at Bank of America
Industry
Experience
Bank of America August 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word
Education
Southern Methodist University
Finance and Financial Management Services
Bank of America August 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word
Education
Southern Methodist University
Finance and Financial Management Services
Vu Pham Vu Pham's Bank of America Experience November 2012 - June 2013
Job MBA Candidate, Class of 2016 at Southern Methodist University
Industry Banking
Experience
SMU Cox School of Business August 2014 - Present
AT&T June 2015 - August 2015
Bank of America November 2012 - June 2013
Bank of America November 2010 - November 2012
Bank of America March 2010 - November 2010
Bank of America September 2009 - March 2010
Bank of America January 2007 - September 2009
Skills
Mortgage Lending, Risk Management, Commercial Lending, Mortgage Underwriting, Loan Origination, Mortgage Banking, Loans, Underwriting, Loan Servicing, Loss Mitigation, Loan Modifications, Internal Audit, Compliance, Consumer Lending, Policy, Procedure Development, Procedure Review, Training Delivery, External Audit, Credit, Project Management, Management Consulting, Banking, Financial Analysis, Management, Credit Analysis, Process Improvement
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2006
Bachelor of Arts (B.A.), Finance
SMU Cox School of Business August 2014 - Present
AT&T June 2015 - August 2015
Bank of America November 2012 - June 2013
Bank of America November 2010 - November 2012
Bank of America March 2010 - November 2010
Bank of America September 2009 - March 2010
Bank of America January 2007 - September 2009
Skills
Mortgage Lending, Risk Management, Commercial Lending, Mortgage Underwriting, Loan Origination, Mortgage Banking, Loans, Underwriting, Loan Servicing, Loss Mitigation, Loan Modifications, Internal Audit, Compliance, Consumer Lending, Policy, Procedure Development, Procedure Review, Training Delivery, External Audit, Credit, Project Management, Management Consulting, Banking, Financial Analysis, Management, Credit Analysis, Process Improvement
Education
Southern Methodist University 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2006
Bachelor of Arts (B.A.), Finance
Ben M Davis, jr Ben M Davis, jr's Bank of America Experience 2005 - August 2011
Job JPMorgan Chase, Senior Collateral Underwriter III
Industry Banking
Experience
JPMorgan Chase & Co. February 2015 - Present
Omicron Appraisal - DFW Lending, LLC August 2014 - February 2015
Red Bell Real Estate November 2012 - January 2014
Metro-West Appraisal Co., LLC July 2012 - November 2012
Fannie Mae September 2011 - May 2012
Bank of America 2005 - August 2011
The Davis Valuation Network Appraisal Services January 1992 - November 2005
Skills
Manager with a strong..., Problem solving &..., Proven track record of..., Six Sigma Training, US Department of..., Leadership, Work Ethic, Problem Solving, Fraud, REO, Real Estate, Foreclosures, Investment Properties, Appraisals, Management, Finance, Real Estate Transactions, Team Building, Valuation, Commercial Real Estate, Single Family Homes, Six Sigma, Property, Loss Mitigation, Negotiation, Real Estate Economics, Loans, CRM, Condos, FHA, Residential Homes, Real Estate Development, Investors, Short Sales, Refinance, Mortgage Lending, Real Estate Financing, Mortgage Banking, Investments
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Admin., Real Estate & Bussiness Management
JPMorgan Chase & Co. February 2015 - Present
Omicron Appraisal - DFW Lending, LLC August 2014 - February 2015
Red Bell Real Estate November 2012 - January 2014
Metro-West Appraisal Co., LLC July 2012 - November 2012
Fannie Mae September 2011 - May 2012
Bank of America 2005 - August 2011
The Davis Valuation Network Appraisal Services January 1992 - November 2005
Skills
Manager with a strong..., Problem solving &..., Proven track record of..., Six Sigma Training, US Department of..., Leadership, Work Ethic, Problem Solving, Fraud, REO, Real Estate, Foreclosures, Investment Properties, Appraisals, Management, Finance, Real Estate Transactions, Team Building, Valuation, Commercial Real Estate, Single Family Homes, Six Sigma, Property, Loss Mitigation, Negotiation, Real Estate Economics, Loans, CRM, Condos, FHA, Residential Homes, Real Estate Development, Investors, Short Sales, Refinance, Mortgage Lending, Real Estate Financing, Mortgage Banking, Investments
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Admin., Real Estate & Bussiness Management
Wayne Davey Wayne Davey's Bank of America Experience January 2009 - February 2014
Job Retail Account Executive
Industry Real Estate
Experience
PennyMac Loan Services, LLC March 2015 - Present
Wells Fargo April 2014 - February 2015
Bank of America January 2009 - February 2014
Bank of America January 2011 - March 2013
Colonial Bank August 2008 - February 2009
Bank of America January 2005 - August 2008
Skills
Microsoft Office, Organization, Time Management, Oral & Written..., Sales, Research, Adobe, FHA financing, Residential Mortgages, Computer Proficiency, Finance, Portfolio Management, Credit, Mortgage Lending, Loans, Banking, Customer Service
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
PennyMac Loan Services, LLC March 2015 - Present
Wells Fargo April 2014 - February 2015
Bank of America January 2009 - February 2014
Bank of America January 2011 - March 2013
Colonial Bank August 2008 - February 2009
Bank of America January 2005 - August 2008
Skills
Microsoft Office, Organization, Time Management, Oral & Written..., Sales, Research, Adobe, FHA financing, Residential Mortgages, Computer Proficiency, Finance, Portfolio Management, Credit, Mortgage Lending, Loans, Banking, Customer Service
Education
Southern Methodist University 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
Tom Smerke's Bank of America Experience 2011 - 2014
Job Retail Sales Manager at Colonial National Mortgage (CNMCS)
Industry Banking
Experience
Colonial National Mortgage (CNMCS) April 2015 - Present
OmniAmerican Bank is Now Southside Bank August 2014 - April 2015
Bank of America 2011 - 2014
Green Earth Consulting 2011 - 2012
Skills
Banking, Contract Negotiation, Management, Marketing Strategy, Negotiation, New Business Development, Strategic Planning, Sales, Proposal Writing
Education
Southern Methodist University
Texas Christian University
Trinity Valley High School, Fort Worth, Texas
Colonial National Mortgage (CNMCS) April 2015 - Present
OmniAmerican Bank is Now Southside Bank August 2014 - April 2015
Bank of America 2011 - 2014
Green Earth Consulting 2011 - 2012
Skills
Banking, Contract Negotiation, Management, Marketing Strategy, Negotiation, New Business Development, Strategic Planning, Sales, Proposal Writing
Education
Southern Methodist University
Texas Christian University
Trinity Valley High School, Fort Worth, Texas
Shahrzad (Shay) Rahimian Shahrzad (Shay) Rahimian's Bank of America Experience November 2004 - March 2009
Job Staffing Coordinator at Regal Staffing Services
Industry Human Resources
Experience
Regal Staffing Services September 2012 - Present
Back to Balance Chiropractic Clinic August 2011 - February 2013
Bank of America November 2004 - March 2009
Skills
Microsoft Office, PowerPoint, Strategic Planning, Customer Service, Negotiation, Inventory Management, Staffing Coordination, Recruiting, Budgets, Notary Public, Customer Relations, Windows, Documentation, Access, Problem Solving, Forecasting, Photoshop, Budgeting, Teamwork, Management, Business Analysis, Consulting, Software Documentation, Team Leadership, Leadership, Training, Coaching, Team Building, Time Management, Employee Relations, Talent Acquisition, Microsoft Word, Sourcing, Microsoft Excel, Process Scheduler, Human Resources, Staffing Services, Payroll, Applicant Tracking..., Temporary Placement, Onboarding, Account Management, Interviews, Temporary Staffing, Internet Recruiting, Sales, Accounting, Screening Resumes, Marketing, Invoicing
Education
Southern Methodist University 2008 — 2010
Bachelor of Science, Industrial Engineering; Management Science Information & System
Frisco High School
High School Diploma
Regal Staffing Services September 2012 - Present
Back to Balance Chiropractic Clinic August 2011 - February 2013
Bank of America November 2004 - March 2009
Skills
Microsoft Office, PowerPoint, Strategic Planning, Customer Service, Negotiation, Inventory Management, Staffing Coordination, Recruiting, Budgets, Notary Public, Customer Relations, Windows, Documentation, Access, Problem Solving, Forecasting, Photoshop, Budgeting, Teamwork, Management, Business Analysis, Consulting, Software Documentation, Team Leadership, Leadership, Training, Coaching, Team Building, Time Management, Employee Relations, Talent Acquisition, Microsoft Word, Sourcing, Microsoft Excel, Process Scheduler, Human Resources, Staffing Services, Payroll, Applicant Tracking..., Temporary Placement, Onboarding, Account Management, Interviews, Temporary Staffing, Internet Recruiting, Sales, Accounting, Screening Resumes, Marketing, Invoicing
Education
Southern Methodist University 2008 — 2010
Bachelor of Science, Industrial Engineering; Management Science Information & System
Frisco High School
High School Diploma
Caroline Goodson's Bank of America Experience May 2012 - Present
Job AVP, Corporate Access at Bank of America
Industry Financial Services
Experience
Bank of America May 2012 - Present
Sterne Agee June 2011 - May 2012
2010 Stifel Nicolaus Weisel June 2010 - August 2010
2009 New York June 2009 - August 2009
Skills
Financial Modeling, Finance, Social Media, Microsoft Excel, Market Research, Equities, Microsoft Office, Marketing Communications, Series 7, Equity Research, IPO, Leadership
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Marketing
st. thomas more lafayette, la
Bank of America May 2012 - Present
Sterne Agee June 2011 - May 2012
2010 Stifel Nicolaus Weisel June 2010 - August 2010
2009 New York June 2009 - August 2009
Skills
Financial Modeling, Finance, Social Media, Microsoft Excel, Market Research, Equities, Microsoft Office, Marketing Communications, Series 7, Equity Research, IPO, Leadership
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Marketing
st. thomas more lafayette, la
Rob Johnston Rob Johnston's Bank of America Experience July 2012 - Present
Job SVP Operational Risk Executive at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America April 2011 - June 2012
Bank of America 2010 - March 2011
Bank of America 2004 - 2009
Bank of America 1989 - 2004
Skills
Mergers, Risk Management, Banking, Process Improvement, Operational Risk, Loans, Six Sigma, Retail Banking, Financial Services, Credit Risk, Executive Management, Relationship Management, Mergers & Acquisitions, Credit Cards, Credit, Basel II, Payments, Commercial Banking, Underwriting, Credit Analysis, Enterprise Risk..., Analytics, Strategy, Consumer Lending, Treasury Management, Mortgage Lending, Governance, Financial Risk, Finance, Strategic Planning, Operational Risk..., Commercial Lending, Portfolio Management, Leadership, Small Business Lending, Analysis
Education
Six Sigma Black Belt 2004 — 2004
Certificate
Six Sigma Green Belt 2003 — 2003
Michael Hammer Executive Conference 2001 — 2001
Certificate, Continuous Process Improvement
Southern Methodist University 1994 — 1994
Graduate Certificate, Finance
Texas A&M University 1978 — 1983
Bachelor of Science, School of Architecture & Building Construction
Bank of America July 2012 - Present
Bank of America April 2011 - June 2012
Bank of America 2010 - March 2011
Bank of America 2004 - 2009
Bank of America 1989 - 2004
Skills
Mergers, Risk Management, Banking, Process Improvement, Operational Risk, Loans, Six Sigma, Retail Banking, Financial Services, Credit Risk, Executive Management, Relationship Management, Mergers & Acquisitions, Credit Cards, Credit, Basel II, Payments, Commercial Banking, Underwriting, Credit Analysis, Enterprise Risk..., Analytics, Strategy, Consumer Lending, Treasury Management, Mortgage Lending, Governance, Financial Risk, Finance, Strategic Planning, Operational Risk..., Commercial Lending, Portfolio Management, Leadership, Small Business Lending, Analysis
Education
Six Sigma Black Belt 2004 — 2004
Certificate
Six Sigma Green Belt 2003 — 2003
Michael Hammer Executive Conference 2001 — 2001
Certificate, Continuous Process Improvement
Southern Methodist University 1994 — 1994
Graduate Certificate, Finance
Texas A&M University 1978 — 1983
Bachelor of Science, School of Architecture & Building Construction
Aaron Frydman Aaron Frydman's Bank of America Experience October 2012 - Present
Job SVP, Head of Global Commercial Card Technology at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2012 - Present
Bank of America September 2007 - Present
Sabre Holdings March 2001 - August 2007
Granitar August 2000 - February 2001
marchFirst/USWeb July 1999 - August 2000
Sabre Holdings June 1997 - July 1999
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA
The University of Texas at Austin - Cockrell School of Engineering 1987 — 1992
BS
The University of Texas at Austin - Dept of Economics 1987 — 1992
BA
Bank of America October 2012 - Present
Bank of America September 2007 - Present
Sabre Holdings March 2001 - August 2007
Granitar August 2000 - February 2001
marchFirst/USWeb July 1999 - August 2000
Sabre Holdings June 1997 - July 1999
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA
The University of Texas at Austin - Cockrell School of Engineering 1987 — 1992
BS
The University of Texas at Austin - Dept of Economics 1987 — 1992
BA
Alan Alanis Alan Alanis's Bank of America Experience 2004 - 2008
Job Experienced business lender, analyst, and small business advisor and relationship manager
Industry Financial Services
Experience
BB&T March 2013 - Present
Regions Bank December 2011 - March 2013
Chase Bank / Washington Mutual October 2008 - December 2011
Bank of America 2004 - 2008
Bank of America 1999 - 2004
Skills
Mentoring, Coaching, Team Leadership, Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Cash Management, Consumer Lending, Wealth Management, Risk Management, Financial Analysis, Private Banking, Customer Engagement, Loans, Leadership, Business Development, Cross Selling, New Business Development, Management, Commercial Mortgages, Finance, Loan Origination, CRM, Lines Of Credit, Treasury Management, Credit Risk, Cash Flow, Relationship Management, Investments, Strategic Planning, Securities, Mortgage Banking
Education
Southern Methodist University - Cox School of Business 2008 — 2008
Commercial Business Banking Lending
Texas Tech University 1990 — 1995
Finance
BB&T March 2013 - Present
Regions Bank December 2011 - March 2013
Chase Bank / Washington Mutual October 2008 - December 2011
Bank of America 2004 - 2008
Bank of America 1999 - 2004
Skills
Mentoring, Coaching, Team Leadership, Commercial Lending, Commercial Banking, Banking, Credit, Small Business Lending, Credit Analysis, Portfolio Management, Cash Management, Consumer Lending, Wealth Management, Risk Management, Financial Analysis, Private Banking, Customer Engagement, Loans, Leadership, Business Development, Cross Selling, New Business Development, Management, Commercial Mortgages, Finance, Loan Origination, CRM, Lines Of Credit, Treasury Management, Credit Risk, Cash Flow, Relationship Management, Investments, Strategic Planning, Securities, Mortgage Banking
Education
Southern Methodist University - Cox School of Business 2008 — 2008
Commercial Business Banking Lending
Texas Tech University 1990 — 1995
Finance
Kyle Blake Kyle Blake's Bank of America Experience November 2010 - October 2012
Job Director Loss Forecasting at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. June 2015 - Present
Santander Consumer USA Inc. May 2014 - June 2015
Santander Consumer USA Inc. October 2012 - May 2014
Bank of America November 2010 - October 2012
Think Finance July 2007 - November 2010
Think Finance July 2005 - July 2007
AmeriCredit Corp January 2001 - July 2005
LSG Sky Chefs April 1999 - January 2001
Skills
Risk Management, SQL, Portfolio Management, SAS, Access, Predictive Modeling, Data Mining, Analytics, Statistical Modeling, Forecasting, Business Intelligence, Analysis, Credit Risk, Financial Modeling, Financial Reporting, Management Accounting, Planning Budgeting &..., Auditing, Scorecard, Knowledge Studio/Seeker, Essbase, Microsoft Office, Cognos, Excel, PowerPoint, Word, Visio, Model Validation, Knime, Sensitivity Analysis, Response Surface..., Policy Writing, MQL4, Metamodeling, SharePoint, R, Database-driven Websites, Process Improvement, Finance, Management, Business Analysis, Financial Analysis
Education
Southern Methodist University - Cox School of Business
MBA, Finance, General
Texas A&M University
BBA, Finance
St. John's School
Santander Consumer USA Inc. June 2015 - Present
Santander Consumer USA Inc. May 2014 - June 2015
Santander Consumer USA Inc. October 2012 - May 2014
Bank of America November 2010 - October 2012
Think Finance July 2007 - November 2010
Think Finance July 2005 - July 2007
AmeriCredit Corp January 2001 - July 2005
LSG Sky Chefs April 1999 - January 2001
Skills
Risk Management, SQL, Portfolio Management, SAS, Access, Predictive Modeling, Data Mining, Analytics, Statistical Modeling, Forecasting, Business Intelligence, Analysis, Credit Risk, Financial Modeling, Financial Reporting, Management Accounting, Planning Budgeting &..., Auditing, Scorecard, Knowledge Studio/Seeker, Essbase, Microsoft Office, Cognos, Excel, PowerPoint, Word, Visio, Model Validation, Knime, Sensitivity Analysis, Response Surface..., Policy Writing, MQL4, Metamodeling, SharePoint, R, Database-driven Websites, Process Improvement, Finance, Management, Business Analysis, Financial Analysis
Education
Southern Methodist University - Cox School of Business
MBA, Finance, General
Texas A&M University
BBA, Finance
St. John's School
Sam Tehrani Sam Tehrani's Bank of America Experience August 2007 - Present
Job Assistant Vice President Business Planning & Operations at Bank of America
Industry Banking
Experience
Bank of America August 2007 - Present
Skills
Loans, Credit, Portfolio Management, Banking, Commercial Banking
Education
Southern Methodist University
Bachelor of Arts (BA), Computer Science
Southern Methodist University
Bachelor of Science (BS), Biology, General
Bank of America August 2007 - Present
Skills
Loans, Credit, Portfolio Management, Banking, Commercial Banking
Education
Southern Methodist University
Bachelor of Arts (BA), Computer Science
Southern Methodist University
Bachelor of Science (BS), Biology, General
Colin Moynahan Colin Moynahan's Bank of America Experience June 2012 - June 2014
Job Sales Associate at SnapCap
Industry Banking
Experience
SnapCap February 2015 - Present
Merrill Lynch July 2014 - February 2015
Bank of America June 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
Education
Wake Forest University 2013 — 2014
Certificate in Financial Planning
Southern Methodist University - Cox School of Business 2008 — 2012
SnapCap February 2015 - Present
Merrill Lynch July 2014 - February 2015
Bank of America June 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
Education
Wake Forest University 2013 — 2014
Certificate in Financial Planning
Southern Methodist University - Cox School of Business 2008 — 2012
Stephen H Dunham, PMP Stephen H Dunham, PMP's Bank of America Experience September 2009 - November 2010
Job Senior Consultant at Ciber
Industry Information Technology and Services
Experience
Ciber April 2015 - Present
Plethor Works, and IndieNames.com September 1999 - Present
AT&T - Digital Strategy January 2014 - February 2015
Country Slickers June 2014 - June 2014
Amplifi Commerce September 2012 - December 2013
MetroPCS April 2012 - August 2012
SimplexGrinnell November 2011 - February 2012
SPEED FC September 2011 - September 2011
MetLife Home Loans November 2010 - August 2011
Bank of America September 2009 - November 2010
Skills
Requirements Management, Strategic Planning..., Collaborative Working, Certified Project..., Business Analysis, SDLC, Visio, Requirements Gathering, Project Management, Requirements Analysis, Vendor Management, Process Improvement, E-commerce, Program Management, Business Process..., Business Requirements, Business Process, SharePoint, Collaborative..., MS Project, Software Documentation, Software Project..., Analysis, Strategic Planning, Integration, Strategy, Business Intelligence, Quality Assurance, Management, Leadership, Enterprise Software, Agile Methodologies, Consulting, CRM, SaaS, Information Technology, PMP
Education
CrosswindPM PMP Exam Preparation 2007 — 2007
PMP, PMP Exam Preparation
Financial Peace University (Dave Ramsey) 2007 — 2007
On the way to becoming debt-free!, Personal financial management and wealth-building
Southern Methodist University - Cox School of Business 1997 — 1997
Certificate, Entrepreneurship.
Texas Tech University 1982 — 1985
Bachelors, Business Management
Hillcrest High School 1979 — 1982
Diploma
Ciber April 2015 - Present
Plethor Works, and IndieNames.com September 1999 - Present
AT&T - Digital Strategy January 2014 - February 2015
Country Slickers June 2014 - June 2014
Amplifi Commerce September 2012 - December 2013
MetroPCS April 2012 - August 2012
SimplexGrinnell November 2011 - February 2012
SPEED FC September 2011 - September 2011
MetLife Home Loans November 2010 - August 2011
Bank of America September 2009 - November 2010
Skills
Requirements Management, Strategic Planning..., Collaborative Working, Certified Project..., Business Analysis, SDLC, Visio, Requirements Gathering, Project Management, Requirements Analysis, Vendor Management, Process Improvement, E-commerce, Program Management, Business Process..., Business Requirements, Business Process, SharePoint, Collaborative..., MS Project, Software Documentation, Software Project..., Analysis, Strategic Planning, Integration, Strategy, Business Intelligence, Quality Assurance, Management, Leadership, Enterprise Software, Agile Methodologies, Consulting, CRM, SaaS, Information Technology, PMP
Education
CrosswindPM PMP Exam Preparation 2007 — 2007
PMP, PMP Exam Preparation
Financial Peace University (Dave Ramsey) 2007 — 2007
On the way to becoming debt-free!, Personal financial management and wealth-building
Southern Methodist University - Cox School of Business 1997 — 1997
Certificate, Entrepreneurship.
Texas Tech University 1982 — 1985
Bachelors, Business Management
Hillcrest High School 1979 — 1982
Diploma
Robert Box Robert Box's Bank of America Experience 1996 - 2006
Job Independent Consultant / Senior Industry Advisor at Bridgeforce
Industry Financial Services
Experience
Bridgeforce October 2011 - Present
Alliance Data - Retail 2006 - September 2011
Bank of America 1996 - 2006
Capital One Financial Corporation 1994 - 1996
Citicorp Credit Services November 1988 - 1994
Citi 1986 - October 1988
Citi 1984 - 1986
Skills
Credit Cards, Project Planning, Risk Management, Strategy, Strategic Planning, Management, Six Sigma, Leadership, Banking, Transformations, Operations, Call Center, Innovation, Operations Analysis, Leadership Development, Collections, Problem Solving, Process Improvement, Credit, Financial Services, Call Centers, CRM, Finance, Performance Management, Debit Cards, Operations Management, Program Management, Operational Analysis, Business Process..., Analysis, Credit Risk, Outsourcing, Integration, Analytics, Business Analysis, Executive Management, Cross-functional Team..., Start-ups, Business Development, Mergers & Acquisitions, Change Management, Business Transformation, Forecasting
Education
Stanford University 1981 — 1982
Masters, Engineering- Economic Systems
Southern Methodist University 1977 — 1981
BS, Management Sciences
Southern Methodist University
BS, Statistics
Bridgeforce October 2011 - Present
Alliance Data - Retail 2006 - September 2011
Bank of America 1996 - 2006
Capital One Financial Corporation 1994 - 1996
Citicorp Credit Services November 1988 - 1994
Citi 1986 - October 1988
Citi 1984 - 1986
Skills
Credit Cards, Project Planning, Risk Management, Strategy, Strategic Planning, Management, Six Sigma, Leadership, Banking, Transformations, Operations, Call Center, Innovation, Operations Analysis, Leadership Development, Collections, Problem Solving, Process Improvement, Credit, Financial Services, Call Centers, CRM, Finance, Performance Management, Debit Cards, Operations Management, Program Management, Operational Analysis, Business Process..., Analysis, Credit Risk, Outsourcing, Integration, Analytics, Business Analysis, Executive Management, Cross-functional Team..., Start-ups, Business Development, Mergers & Acquisitions, Change Management, Business Transformation, Forecasting
Education
Stanford University 1981 — 1982
Masters, Engineering- Economic Systems
Southern Methodist University 1977 — 1981
BS, Management Sciences
Southern Methodist University
BS, Statistics
Chuck Butterworth Chuck Butterworth's Bank of America Experience 1993 - 2004
Job Senior Vice President at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital October 2010 - Present
CB Consulting October 2008 - September 2010
SG Americas Securities, LLC 2004 - 2008
Bank of America 1993 - 2004
Skills
Valuation, Equities, CMBS, Strategic Planning, Investment Banking, Executive Management, Real Estate, Asset Managment, Due Diligence, Loans, Strategy, Portfolio Management, Syndications, Treasury Management, Derivatives, Securitization, Real Estate Economics, Asset Management, Real Estate Development, Financial Structuring, Banking, Investor Relations, Commercial Banking, Mezzanine, Mortgage Lending, Investment Management, Credit Analysis, Disposition, Underwriting, Structured Finance, Loan Origination, Capital Markets, Mergers & Acquisitions, Corporate Finance, Finance, Real Estate Financing, Brokerage, Commercial Lending, Funding, Real Estate Private..., Debt Restructuring, Commercial Mortgages, Private Equity, Financial Modeling, Credit, Commercial Real Estate, Mortgage Modification, Mortgage Underwriting, Investments
Education
Southern Methodist University - Cox School of Business 1979 — 1982
BBA, Finance, Real Estate and Accounting
KeyBank Real Estate Capital October 2010 - Present
CB Consulting October 2008 - September 2010
SG Americas Securities, LLC 2004 - 2008
Bank of America 1993 - 2004
Skills
Valuation, Equities, CMBS, Strategic Planning, Investment Banking, Executive Management, Real Estate, Asset Managment, Due Diligence, Loans, Strategy, Portfolio Management, Syndications, Treasury Management, Derivatives, Securitization, Real Estate Economics, Asset Management, Real Estate Development, Financial Structuring, Banking, Investor Relations, Commercial Banking, Mezzanine, Mortgage Lending, Investment Management, Credit Analysis, Disposition, Underwriting, Structured Finance, Loan Origination, Capital Markets, Mergers & Acquisitions, Corporate Finance, Finance, Real Estate Financing, Brokerage, Commercial Lending, Funding, Real Estate Private..., Debt Restructuring, Commercial Mortgages, Private Equity, Financial Modeling, Credit, Commercial Real Estate, Mortgage Modification, Mortgage Underwriting, Investments
Education
Southern Methodist University - Cox School of Business 1979 — 1982
BBA, Finance, Real Estate and Accounting
Ira Utay Ira Utay's Bank of America Experience March 2008 - November 2009
Job Lead Business Development Advisor at USAA IMCO
Industry Financial Services
Experience
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
USAA Investment Management Company February 2015 - Present
USAA Wealth Management July 2013 - February 2015
USAA August 2012 - June 2013
USAA Wealth Management August 2010 - August 2012
USAA Wealth Management November 2009 - August 2010
Bank of America March 2008 - November 2009
UBS Wealth Management July 2005 - March 2008
Skills
Mutual Funds, Wealth Management, Finance, Series 7
Education
Southern Methodist University - Cox School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2001 — 2005
BS, Sociology
Jay Daniel's Bank of America Experience 1990 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America 1990 - Present
Skills
Banking, Business Analysis, Operational Risk..., Treasury Management, Capital Markets, Leadership, Commercial Banking, Financial Services, Middle Market, Loans, Financial Risk, Portfolio Management, Mortgage Banking, Risk Management, Asset Based Lending, Investment Banking, Executive Management, Change Management
Education
Southern Methodist University - Cox School of Business 1988 — 1990
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at San Antonio 1978 — 1983
Bachelor of Science (BS)
Bank of America 1990 - Present
Skills
Banking, Business Analysis, Operational Risk..., Treasury Management, Capital Markets, Leadership, Commercial Banking, Financial Services, Middle Market, Loans, Financial Risk, Portfolio Management, Mortgage Banking, Risk Management, Asset Based Lending, Investment Banking, Executive Management, Change Management
Education
Southern Methodist University - Cox School of Business 1988 — 1990
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at San Antonio 1978 — 1983
Bachelor of Science (BS)
Margarita Stefanova Katzav, MBA, CCRA's Bank of America Experience 2006 - 2008
Job Sr. Commercial Credit Analyst at HarleyDavidson Financial Services
Industry Financial Services
Experience
Harley-Davidson Financial Services March 2013 - Present
PlainsCapital Bank July 2008 - April 2013
PlainsCapital Bank 2011 - 2012
SMU Cox School of Business 2009 - August 2011
n/a September 2005 - July 2008
Bank of America 2006 - 2008
Las Colinas FCU 2004 - 2006
Chase Bank 2001 - 2003
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Wealth Management, Asset Management, Private Banking, Credit Analysis, Strategic Planning, Commercial Banking, Banking, Asset Managment, Small Business Lending, Financial Modeling, Valuation, Finance, Business Development, Credit, Loans, Cash Management, Loan Origination, Financial Accounting, Strategy, Analysis, Financial Statement..., Treasury Management, Underwriting
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance / Strategy & Entrepreneurship
The University of Texas at Dallas 1999 — 2003
BA, Biology / Business Administration
Christ For the Nations Institute 1995 — 1997
Theology
Harley-Davidson Financial Services March 2013 - Present
PlainsCapital Bank July 2008 - April 2013
PlainsCapital Bank 2011 - 2012
SMU Cox School of Business 2009 - August 2011
n/a September 2005 - July 2008
Bank of America 2006 - 2008
Las Colinas FCU 2004 - 2006
Chase Bank 2001 - 2003
Skills
Commercial Lending, Portfolio Management, Financial Analysis, Wealth Management, Asset Management, Private Banking, Credit Analysis, Strategic Planning, Commercial Banking, Banking, Asset Managment, Small Business Lending, Financial Modeling, Valuation, Finance, Business Development, Credit, Loans, Cash Management, Loan Origination, Financial Accounting, Strategy, Analysis, Financial Statement..., Treasury Management, Underwriting
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance / Strategy & Entrepreneurship
The University of Texas at Dallas 1999 — 2003
BA, Biology / Business Administration
Christ For the Nations Institute 1995 — 1997
Theology
Andrew Dock Andrew Dock's Bank of America Experience August 2014 - Present
Job AVP; Senior Auditor I at Bank of America | CFA Level III Candidate
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America August 2013 - July 2014
Bank of America June 2012 - July 2013
Westwood Trust September 2011 - January 2012
Capview Partners June 2011 - August 2011
ACS, a Xerox Company May 2010 - November 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equities
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Bank of America August 2014 - Present
Bank of America August 2013 - July 2014
Bank of America June 2012 - July 2013
Westwood Trust September 2011 - January 2012
Capview Partners June 2011 - August 2011
ACS, a Xerox Company May 2010 - November 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equities
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Thanush Thamban Thanush Thamban's Bank of America Experience January 2015 - Present
Job Vice President Application Development : Strategy Execution Credit Technology at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America October 2011 - December 2014
Bank of America March 2006 - October 2011
Team in Training December 2010 - June 2011
Silver Creek Ventures January 2009 - May 2009
The Hartford Insurance September 2005 - March 2006
MBNA America October 2000 - September 2005
Chrysalis Information Systems Ltd March 2000 - October 2000
Quantumlink Communication June 1998 - March 2000
Skills
Financial Modeling, Blaze Advisor, Business Rules, Business Analysis, Process Improvement, Small Business Risk, Credit Card Analytics, Consumer Products Risk, Venture Capital, Data Analysis, Business Intelligence, Strategic Planning, Project Management, Credit, Analytics, Microsoft Excel, Unix, Java Enterprise..., Valuation, SQL, Financial Analysis, Strategy, Visio, Leadership
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, finance
CFA Institute
CFA Level 2 Candidate
University of Mumbai 1993 — 1997
B.E., Electronices and telecomm
Bank of America January 2015 - Present
Bank of America October 2011 - December 2014
Bank of America March 2006 - October 2011
Team in Training December 2010 - June 2011
Silver Creek Ventures January 2009 - May 2009
The Hartford Insurance September 2005 - March 2006
MBNA America October 2000 - September 2005
Chrysalis Information Systems Ltd March 2000 - October 2000
Quantumlink Communication June 1998 - March 2000
Skills
Financial Modeling, Blaze Advisor, Business Rules, Business Analysis, Process Improvement, Small Business Risk, Credit Card Analytics, Consumer Products Risk, Venture Capital, Data Analysis, Business Intelligence, Strategic Planning, Project Management, Credit, Analytics, Microsoft Excel, Unix, Java Enterprise..., Valuation, SQL, Financial Analysis, Strategy, Visio, Leadership
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA, finance
CFA Institute
CFA Level 2 Candidate
University of Mumbai 1993 — 1997
B.E., Electronices and telecomm
James L Sturgeon James L Sturgeon's Bank of America Experience 1974 - 1978
Job Senior Executive Vice President & Chief Risk Officer at CommunityBank of Texas N.A.
Industry Banking
Experience
CommunityBank of Texas N.A. August 2013 - Present
Vista Bank Texas July 2011 - August 2013
VB Texas, Inc July 2011 - July 2013
Founders Bank April 2007 - June 2011
BBVA Compass 2000 - 2006
Comerica Bank May 1984 - December 1999
JPMorgan Chase 1978 - 1984
Bank of America 1974 - 1978
Skills
Risk Management, Strategic Planning, Banking, Commercial Banking, Commercial Lending, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
CommunityBank of Texas N.A. August 2013 - Present
Vista Bank Texas July 2011 - August 2013
VB Texas, Inc July 2011 - July 2013
Founders Bank April 2007 - June 2011
BBVA Compass 2000 - 2006
Comerica Bank May 1984 - December 1999
JPMorgan Chase 1978 - 1984
Bank of America 1974 - 1978
Skills
Risk Management, Strategic Planning, Banking, Commercial Banking, Commercial Lending, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)
Ana Clark Ana Clark's Bank of America Experience 2008 - 2012
Job Vice President, Technology at Travelocity
Industry Leisure, Travel & Tourism
Experience
Nerium International April 2015 - Present
Travelocity 2012 - April 2015
Bank of America 2008 - 2012
Sabre Holdings 2004 - 2008
Sabre Holdings 2000 - 2004
American Airlines 1997 - 2003
Skills
Agile Methodologies, Business Analysis, Program Management, E-commerce, Business Intelligence, SOA, IT Strategy, Analytics, Software Development, Change Management, Data Warehousing, Team Leadership, Process Improvement, Software Project..., Scrum, Strategic Planning, Requirements Analysis, Outsourcing, Project Portfolio..., Project Management, ERP, Integration, ITIL, CRM, IT Management, PMO, Business Process..., Enterprise Software, Requirements Gathering, Business Process, SaaS, PMP, IT Service Management, Cloud Computing, Product Development, Project Delivery
Education
Southern Methodist University - Cox School of Business 2006 — 2007
Executive Leadership
University of California, Los Angeles 1981 — 1985
B.S., System Engineering/Mathematics
Nerium International April 2015 - Present
Travelocity 2012 - April 2015
Bank of America 2008 - 2012
Sabre Holdings 2004 - 2008
Sabre Holdings 2000 - 2004
American Airlines 1997 - 2003
Skills
Agile Methodologies, Business Analysis, Program Management, E-commerce, Business Intelligence, SOA, IT Strategy, Analytics, Software Development, Change Management, Data Warehousing, Team Leadership, Process Improvement, Software Project..., Scrum, Strategic Planning, Requirements Analysis, Outsourcing, Project Portfolio..., Project Management, ERP, Integration, ITIL, CRM, IT Management, PMO, Business Process..., Enterprise Software, Requirements Gathering, Business Process, SaaS, PMP, IT Service Management, Cloud Computing, Product Development, Project Delivery
Education
Southern Methodist University - Cox School of Business 2006 — 2007
Executive Leadership
University of California, Los Angeles 1981 — 1985
B.S., System Engineering/Mathematics
Cody Farmer, CFA Cody Farmer, CFA's Bank of America Experience 2006 - 2007
Job Fixed Income Specialist, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2014 - September 2015
Janus Capital Group September 2010 - February 2014
Janus Capital Group July 2008 - August 2010
Nuveen Investments March 2007 - June 2008
Bank of America 2006 - 2007
Bank of America June 2004 - June 2006
Skills
Public Speaking, Financial Markets, Fixed Income, International Business, Investments, Series 7
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Texas Tech University 1995 — 1999
BS, Mathematics
University of North Texas 1993 — 1995
High School Diploma
Fidelity Investments February 2014 - September 2015
Janus Capital Group September 2010 - February 2014
Janus Capital Group July 2008 - August 2010
Nuveen Investments March 2007 - June 2008
Bank of America 2006 - 2007
Bank of America June 2004 - June 2006
Skills
Public Speaking, Financial Markets, Fixed Income, International Business, Investments, Series 7
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
Texas Tech University 1995 — 1999
BS, Mathematics
University of North Texas 1993 — 1995
High School Diploma
FRANCK-OLIVIER AMIEN FRANCK-OLIVIER AMIEN's Bank of America Experience January 2003 - May 2009
Job General Manager at AMIEN BUSINESS CONSULTING
Industry Capital Markets
Experience
AMIEN BUSINESS CONSULTING July 2009 - Present
Bank of America January 2003 - May 2009
MBNA January 2001 - January 2003
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Finance
Université Toulouse 1 Capitole 2000 — 2001
Master, Business Law
AMIEN BUSINESS CONSULTING July 2009 - Present
Bank of America January 2003 - May 2009
MBNA January 2001 - January 2003
Education
Southern Methodist University - Cox School of Business 2008 — 2009
Finance
Université Toulouse 1 Capitole 2000 — 2001
Master, Business Law
Art Brickey, CFA Art Brickey, CFA's Bank of America Experience 1997 - 1999
Job Executive Vice President at Carlyle Capital Markets
Industry Financial Services
Experience
Carlyle Capital Markets April 2010 - Present
Friedman Luzzatto & Co. September 1999 - Present
RIO Technical Services August 2005 - March 2010
First Southwest Company 2003 - 2005
Carlyle Capital Markets 1999 - 2003
Bank of America 1997 - 1999
Fidelity Investments 1992 - 1997
First Tennessee Bank 1990 - 1992
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Securities, Bloomberg, Alternative Investments, Mergers, Investment Management, Portfolio Management, Strategic Financial..., Hedge Funds, Commercial Banking, Mutual Funds, Wealth Management, Trading, Investor Relations, Structured Finance, Financial Structuring, Finance, Investment Advisory, Institutional..., Asset Management, FINRA, Financial Advisory, Public Finance, Financial Services, Capital Raising, Financial Markets, Asset Allocation, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1993 — 1996
MBA, Finance
The University of Memphis 1990 — 1991
BBA, Finance
Carlyle Capital Markets April 2010 - Present
Friedman Luzzatto & Co. September 1999 - Present
RIO Technical Services August 2005 - March 2010
First Southwest Company 2003 - 2005
Carlyle Capital Markets 1999 - 2003
Bank of America 1997 - 1999
Fidelity Investments 1992 - 1997
First Tennessee Bank 1990 - 1992
Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Investment Banking, Investments, Series 7, Series 63, Capital Markets, Fixed Income, Bonds, Securities, Bloomberg, Alternative Investments, Mergers, Investment Management, Portfolio Management, Strategic Financial..., Hedge Funds, Commercial Banking, Mutual Funds, Wealth Management, Trading, Investor Relations, Structured Finance, Financial Structuring, Finance, Investment Advisory, Institutional..., Asset Management, FINRA, Financial Advisory, Public Finance, Financial Services, Capital Raising, Financial Markets, Asset Allocation, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1993 — 1996
MBA, Finance
The University of Memphis 1990 — 1991
BBA, Finance
Grace (Philip) Thomas MBA Grace (Philip) Thomas MBA's Bank of America Experience July 2012 - June 2014
Job Process Manager at Capital One
Industry Financial Services
Experience
Capital One June 2015 - Present
Nationstar Mortgage February 2015 - June 2015
Nationstar Mortgage June 2014 - February 2015
Bank of America July 2012 - June 2014
General Electric Capital Corporation July 2010 - July 2012
General Electric Capital Corporation March 2008 - July 2010
General Electric Capital Corporation January 2005 - March 2008
Bank of America 2001 - 2004
Bank of America 2001 - 2004
Bank of America 2001 - 2004
Skills
Cross-functional Team..., Process Improvement, Analysis, Risk Management, Strategy, Leadership, Financial Analysis, Business Process, Management, Six Sigma, Project Management, Operations Management, Banking, Portfolio Management, Finance, Software Documentation, Business Analysis, Analytics, Training, Integration, Business Strategy, Strategic Planning, SAS Enterprise Guide, SAS Proc SQL, JMP, HRIS, Portfolio Performance..., Microsoft Office, Fieldglass, Siebel, Business Intelligence, Business Objects, Black Belt, Reporting & Analysis, Forecasting, Business Process..., Financial Modeling, Credit Risk, Financial Risk, Credit
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
The University of Texas at Dallas - School of Management 2001 — 2004
Business Administration
Capital One June 2015 - Present
Nationstar Mortgage February 2015 - June 2015
Nationstar Mortgage June 2014 - February 2015
Bank of America July 2012 - June 2014
General Electric Capital Corporation July 2010 - July 2012
General Electric Capital Corporation March 2008 - July 2010
General Electric Capital Corporation January 2005 - March 2008
Bank of America 2001 - 2004
Bank of America 2001 - 2004
Bank of America 2001 - 2004
Skills
Cross-functional Team..., Process Improvement, Analysis, Risk Management, Strategy, Leadership, Financial Analysis, Business Process, Management, Six Sigma, Project Management, Operations Management, Banking, Portfolio Management, Finance, Software Documentation, Business Analysis, Analytics, Training, Integration, Business Strategy, Strategic Planning, SAS Enterprise Guide, SAS Proc SQL, JMP, HRIS, Portfolio Performance..., Microsoft Office, Fieldglass, Siebel, Business Intelligence, Business Objects, Black Belt, Reporting & Analysis, Forecasting, Business Process..., Financial Modeling, Credit Risk, Financial Risk, Credit
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
The University of Texas at Dallas - School of Management 2001 — 2004
Business Administration
David B. Bartlett David B. Bartlett's Bank of America Experience March 2006 - January 2009
Job Finance: Mobility Capital Management at AT&T
Industry Financial Services
Experience
AT&T December 2008 - February 2014
Bank of America March 2006 - January 2009
United States Navy June 2002 - May 2006
Hearthside Extended Stay Inns January 1999 - June 2002
Case Dunlap January 1993 - December 1996
Venture Associates 1987 - 1987
Skills
Cash Flow Forecasting, Profitability Analysis, Forecasting, Financial Management, Strategic Planning, Analytics, Financial Analysis, Financial Planning, SOX, Proxy, Proxy Statements, Financial Reporting, Expense Management, Mergers, P&L Management, Budgeting, Business Planning, Process Improvement, Mortgage Banking, Business Strategy, Capital Budgeting, Negotiation, Benefits Negotiation, Supplier Negotiation, Change Management, Cost Reduction, Team Building, Succession Planning, Force Planning, Annual Incentive Award..., Sarbanes-Oxley Act, Budgets, Finance, Strategic Financial..., Project Planning, Leadership, Analysis, Managerial Finance, Mergers & Acquisitions, Management, Strategy, Vendor Management, Customer Service, Microsoft Office, Human Resources, Executive Management, Training, Accounting, Program Management, Project Management
Education
Southern Methodist University - Cox School of Business 2006 — 2007
MBA, Finance
Permian High
Texas Woman's University
University of North Texas
AT&T December 2008 - February 2014
Bank of America March 2006 - January 2009
United States Navy June 2002 - May 2006
Hearthside Extended Stay Inns January 1999 - June 2002
Case Dunlap January 1993 - December 1996
Venture Associates 1987 - 1987
Skills
Cash Flow Forecasting, Profitability Analysis, Forecasting, Financial Management, Strategic Planning, Analytics, Financial Analysis, Financial Planning, SOX, Proxy, Proxy Statements, Financial Reporting, Expense Management, Mergers, P&L Management, Budgeting, Business Planning, Process Improvement, Mortgage Banking, Business Strategy, Capital Budgeting, Negotiation, Benefits Negotiation, Supplier Negotiation, Change Management, Cost Reduction, Team Building, Succession Planning, Force Planning, Annual Incentive Award..., Sarbanes-Oxley Act, Budgets, Finance, Strategic Financial..., Project Planning, Leadership, Analysis, Managerial Finance, Mergers & Acquisitions, Management, Strategy, Vendor Management, Customer Service, Microsoft Office, Human Resources, Executive Management, Training, Accounting, Program Management, Project Management
Education
Southern Methodist University - Cox School of Business 2006 — 2007
MBA, Finance
Permian High
Texas Woman's University
University of North Texas
Fermin Hernandez Fermin Hernandez's Bank of America Experience September 2009 - December 2011
Job Financial Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae November 2014 - Present
Stearns Lending April 2013 - December 2013
Roosevelt Management Company April 2012 - April 2013
MetLife April 2011 - April 2012
Bank of America September 2009 - December 2011
Bank of America August 2006 - September 2009
Bear Stearns/EMC November 2005 - August 2006
JPMorgan December 2000 - November 2005
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Executive Education, Negotiations
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Investments / Finance / Strategy
St. Mary's University 1995 — 1999
BBA, Finance
Fannie Mae November 2014 - Present
Stearns Lending April 2013 - December 2013
Roosevelt Management Company April 2012 - April 2013
MetLife April 2011 - April 2012
Bank of America September 2009 - December 2011
Bank of America August 2006 - September 2009
Bear Stearns/EMC November 2005 - August 2006
JPMorgan December 2000 - November 2005
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
Executive Education, Negotiations
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Investments / Finance / Strategy
St. Mary's University 1995 — 1999
BBA, Finance
Jeff Birkelo Jeff Birkelo's Bank of America Experience 1983 - 1995
Job Vice President at Washington Federal
Industry Banking
Experience
Washington Federal July 2013 - Present
Arizona Business Bank - CoBiz Financial May 2007 - July 2013
Los Padres Bank - Harrington West Financial Group January 2003 - May 2007
Bank of America 1983 - 1995
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Underwriting, Business Strategy, Due Diligence, Real Estate, SBA, Customer Satisfaction, Lines Of Credit, Banking, Small Business, Portfolio Management, Communication Skills, Business Networking, Asset Based Lending, Commercial Banking, Finance, Asset Managment, Executive Management
Education
Southern Methodist University - Cox School of Business 1979 — 1983
BBA, Finance / Accounting / Economics
Washington Federal July 2013 - Present
Arizona Business Bank - CoBiz Financial May 2007 - July 2013
Los Padres Bank - Harrington West Financial Group January 2003 - May 2007
Bank of America 1983 - 1995
Skills
Commercial Lending, Credit Analysis, Small Business Lending, Loans, Credit, Underwriting, Business Strategy, Due Diligence, Real Estate, SBA, Customer Satisfaction, Lines Of Credit, Banking, Small Business, Portfolio Management, Communication Skills, Business Networking, Asset Based Lending, Commercial Banking, Finance, Asset Managment, Executive Management
Education
Southern Methodist University - Cox School of Business 1979 — 1983
BBA, Finance / Accounting / Economics
Christopher Craft, MBA Christopher Craft, MBA's Bank of America Experience July 2003 - January 2009
Job IT Finance, Project Analysis and Integration
Industry Airlines/Aviation
Experience
American Airlines May 2013 - Present
Raytheon December 2010 - May 2013
Lockheed Martin January 2009 - December 2010
Bank of America July 2003 - January 2009
Skills
Financial Analysis, Risk Management, Process Improvement, Leadership, Project Management, Competitive Analysis, Business Development, Contract Management, Finance, Training, Program Management, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Finance & Strategy
Texas Christian University, Neeley School of Business
Bachelor's Degree, Finance
American Airlines May 2013 - Present
Raytheon December 2010 - May 2013
Lockheed Martin January 2009 - December 2010
Bank of America July 2003 - January 2009
Skills
Financial Analysis, Risk Management, Process Improvement, Leadership, Project Management, Competitive Analysis, Business Development, Contract Management, Finance, Training, Program Management, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (M.B.A.), Finance & Strategy
Texas Christian University, Neeley School of Business
Bachelor's Degree, Finance
Ric Luyties, CFA Ric Luyties, CFA's Bank of America Experience January 1995 - March 2003
Job Senior Vice President | Senior Investment Strategist | Senior Analyst
Industry Investment Management
Experience
Wells Fargo Private Bank June 2009 - Present
August Investments, LLC March 2003 - June 2009
Bank of America January 1995 - March 2003
Merrill Lynch March 1992 - June 1994
Skills
Asset Allocation, Financial Research, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Equity Research, Wealth Management..., Investment Advisory, Valuation, Entrepreneurship, Asset Management, Bloomberg, Investment Strategies, Finance, Securities, Risk Management, Banking, Mutual Funds
Education
Southern Methodist University
BA, English
University of Arizona
MBA, Finance
Wells Fargo Private Bank June 2009 - Present
August Investments, LLC March 2003 - June 2009
Bank of America January 1995 - March 2003
Merrill Lynch March 1992 - June 1994
Skills
Asset Allocation, Financial Research, Wealth Management, Portfolio Management, Investments, Asset Managment, Investment Management, Equities, Fixed Income, Hedge Funds, Equity Research, Wealth Management..., Investment Advisory, Valuation, Entrepreneurship, Asset Management, Bloomberg, Investment Strategies, Finance, Securities, Risk Management, Banking, Mutual Funds
Education
Southern Methodist University
BA, English
University of Arizona
MBA, Finance
Vincent E. Humphrey, MBA Vincent E. Humphrey, MBA's Bank of America Experience September 1995 - April 1998
Job Director | Asset Management Specialist | Valuations | Real Estate | Residential and Commercial Property
Industry Financial Services
Experience
VRM Mortgage Services October 2009 - Present
Fannie Mae August 2003 - April 2007
Merrill Lynch August 2000 - June 2003
Transamerica Mortgage Company April 1998 - July 2000
Bank of America September 1995 - April 1998
Skills
Asset Management, Building Relationships, Problem Solving, Real Estate, Public Speaking, Subject Matter Experts, Training Delivery, Government Proposals, Strategy, Strategic Partnerships, Vendor Management, Mortgage Lending, CRM, Financial Analysis, Contract Negotiation, Business Development, Investment Properties, Negotiation, Short Sales, Portfolio Management, Project Management, Mergers & Acquisitions, Team Building, Asset Managment, Program Management, Real Estate Transactions, Property Management, Commercial Real Estate, New Business Development, Process Improvement, Business Analysis, Operations Management, Strategic Planning, Banking
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
University of North Texas 1988 — 1992
BA, Economics
VRM Mortgage Services October 2009 - Present
Fannie Mae August 2003 - April 2007
Merrill Lynch August 2000 - June 2003
Transamerica Mortgage Company April 1998 - July 2000
Bank of America September 1995 - April 1998
Skills
Asset Management, Building Relationships, Problem Solving, Real Estate, Public Speaking, Subject Matter Experts, Training Delivery, Government Proposals, Strategy, Strategic Partnerships, Vendor Management, Mortgage Lending, CRM, Financial Analysis, Contract Negotiation, Business Development, Investment Properties, Negotiation, Short Sales, Portfolio Management, Project Management, Mergers & Acquisitions, Team Building, Asset Managment, Program Management, Real Estate Transactions, Property Management, Commercial Real Estate, New Business Development, Process Improvement, Business Analysis, Operations Management, Strategic Planning, Banking
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA
University of North Texas 1988 — 1992
BA, Economics
Billy Van Buren Billy Van Buren's Bank of America Experience February 2004 - July 2007
Job Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2013 - Present
SourceHOV June 2012 - June 2013
Fannie Mae October 2009 - June 2012
Lee Financial Corporation June 2008 - August 2008
Bank of America February 2004 - July 2007
InterScience Technology Corporation March 2003 - February 2004
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
The University of Texas at Arlington 2000 — 2003
BBA
Fannie Mae June 2013 - Present
SourceHOV June 2012 - June 2013
Fannie Mae October 2009 - June 2012
Lee Financial Corporation June 2008 - August 2008
Bank of America February 2004 - July 2007
InterScience Technology Corporation March 2003 - February 2004
Education
Southern Methodist University - Cox School of Business 2007 — 2009
MBA
The University of Texas at Arlington 2000 — 2003
BBA
Ed Brucker Ed Brucker's Bank of America Experience 1997 - 2004
Job Job seeker at Unemployed
Industry Banking
Experience
Unemployed December 2014 - Present
Unemployed December 2014 - Present
Frontenac Bank April 2013 - December 2014
AXA Advisors September 2004 - September 2012
Bank of America 1997 - 2004
First Financial Bank of St. Louis February 1996 - July 1997
Magna Bank February 1992 - February 1996
Commerce Bank January 1987 - February 1992
Skills
Wealth Management, Insurance, Retirement Planning, Retirement, Investments, Savings, Financial Planning, Saving for Education, Retirement Income..., Commercial loan workouts, Commercial Loan Review, Estate Planning, Finance, Mutual Funds, Strategic Financial..., Banking, Financial Services, Financial Risk, Securities, Loans, Disability Insurance, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 1989 — 1995
MBA, Business Adminstration
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Finance & Economics
Hixon
Hixon
John Burroughs
Unemployed December 2014 - Present
Unemployed December 2014 - Present
Frontenac Bank April 2013 - December 2014
AXA Advisors September 2004 - September 2012
Bank of America 1997 - 2004
First Financial Bank of St. Louis February 1996 - July 1997
Magna Bank February 1992 - February 1996
Commerce Bank January 1987 - February 1992
Skills
Wealth Management, Insurance, Retirement Planning, Retirement, Investments, Savings, Financial Planning, Saving for Education, Retirement Income..., Commercial loan workouts, Commercial Loan Review, Estate Planning, Finance, Mutual Funds, Strategic Financial..., Banking, Financial Services, Financial Risk, Securities, Loans, Disability Insurance, Financial Analysis
Education
Washington University in St. Louis - Olin Business School 1989 — 1995
MBA, Business Adminstration
Southern Methodist University - Cox School of Business 1981 — 1985
BBA, Finance & Economics
Hixon
Hixon
John Burroughs
Jeff Napper Jeff Napper's Bank of America Experience 2006 - 2009
Job AVP Risk Management
Industry Financial Services
Experience
USAA January 2015 - Present
Capital One 2012 - December 2014
Ally Financial Inc. 2009 - 2012
Bank of America 2006 - 2009
MBNA Corporation 1994 - 2006
Riggs Counselman Michels & Downes 1988 - 1994
Chubb 1984 - 1988
Skills
Risk Management, Operational Risk..., Financial Risk, Enterprise Risk..., Operational Risk, Executive Management, Risk Assessment, Basel II / III, Property & Casualty..., Insurance Brokerage, Corporate Governance, Financial Markets, Credit Cards, Data Security, Risk Management..., Financial Services, Banking, Insurance, Governance, PMO, Internal Controls, Underwriting
Education
Southern Methodist University - Cox School of Business 1980 — 1984
1984, Finance, General
USAA January 2015 - Present
Capital One 2012 - December 2014
Ally Financial Inc. 2009 - 2012
Bank of America 2006 - 2009
MBNA Corporation 1994 - 2006
Riggs Counselman Michels & Downes 1988 - 1994
Chubb 1984 - 1988
Skills
Risk Management, Operational Risk..., Financial Risk, Enterprise Risk..., Operational Risk, Executive Management, Risk Assessment, Basel II / III, Property & Casualty..., Insurance Brokerage, Corporate Governance, Financial Markets, Credit Cards, Data Security, Risk Management..., Financial Services, Banking, Insurance, Governance, PMO, Internal Controls, Underwriting
Education
Southern Methodist University - Cox School of Business 1980 — 1984
1984, Finance, General
Whitney Horst's Bank of America Experience August 2001 - November 2010
Job AML Compliance Manager
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
PNC November 2011 - December 2013
Bank of America August 2001 - November 2010
Skills
Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Team Building, Banking, Sales, Recruiting, Credit, Loans, Retail Banking, Mortgage Lending, Risk Management, Training, Coaching, Leadership Development, Employee Relations, Home Equity Lines of..., Deposits, Lines Of Credit, Mortgage Banking, Bank Secrecy Act, Branch Management, Cash Management, Residential Mortgages, Consumer Lending, Finance, Refinance, Loss Mitigation, Referrals, Team Leadership, Home Equity Loans, Teller Operations, Fraud Detection, KYC, AML, CAMS, Fraud, USA PATRIOT Act, Anti Money Laundering, OFAC, Series 63, Financial Services, Microsoft Office
Education
American University 1995 — 1997
Bachelor of Arts (BA), Criminal Justice and Corrections
Southern Methodist University 1993 — 1995
Political Science and Government
JPMorgan Chase January 2014 - Present
PNC November 2011 - December 2013
Bank of America August 2001 - November 2010
Skills
Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Public Speaking, Budgets, Team Building, Banking, Sales, Recruiting, Credit, Loans, Retail Banking, Mortgage Lending, Risk Management, Training, Coaching, Leadership Development, Employee Relations, Home Equity Lines of..., Deposits, Lines Of Credit, Mortgage Banking, Bank Secrecy Act, Branch Management, Cash Management, Residential Mortgages, Consumer Lending, Finance, Refinance, Loss Mitigation, Referrals, Team Leadership, Home Equity Loans, Teller Operations, Fraud Detection, KYC, AML, CAMS, Fraud, USA PATRIOT Act, Anti Money Laundering, OFAC, Series 63, Financial Services, Microsoft Office
Education
American University 1995 — 1997
Bachelor of Arts (BA), Criminal Justice and Corrections
Southern Methodist University 1993 — 1995
Political Science and Government
Amber Schworm, MBA's Bank of America Experience August 2011 - December 2014
Job Meticulous, Data driven project manager who loves to find the story that the numbers tell.
Industry Market Research
Experience
Sentara Healthcare July 2015 - Present
Bank of America August 2011 - December 2014
CIQ Analytics, LLC September 2010 - August 2012
Omniflight November 2009 - September 2010
Omniflight November 2008 - November 2009
Countrywide Home Loans February 2004 - November 2008
Venturi Technologies August 2003 - February 2004
Skills
Forecasting, Strategic Planning, Financial Analysis, Analysis, Budgets, Financial Modeling, Business Strategy, CRM, Leadership, Marketing Strategy, Business Development, Visio, Management, Business Intelligence, Microsoft Excel, PowerPoint, Microsoft Word, Finance, SQL, Networking, Access, Marketing
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Marketing, Strategic Leadership
Stephen F. Austin State University 1997 — 2002
B.B.A, General Business
Sentara Healthcare July 2015 - Present
Bank of America August 2011 - December 2014
CIQ Analytics, LLC September 2010 - August 2012
Omniflight November 2009 - September 2010
Omniflight November 2008 - November 2009
Countrywide Home Loans February 2004 - November 2008
Venturi Technologies August 2003 - February 2004
Skills
Forecasting, Strategic Planning, Financial Analysis, Analysis, Budgets, Financial Modeling, Business Strategy, CRM, Leadership, Marketing Strategy, Business Development, Visio, Management, Business Intelligence, Microsoft Excel, PowerPoint, Microsoft Word, Finance, SQL, Networking, Access, Marketing
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Marketing, Strategic Leadership
Stephen F. Austin State University 1997 — 2002
B.B.A, General Business
Cindy Nofi Cindy Nofi's Bank of America Experience December 1991 - January 1999
Job Senior Vice President, Private Wealth Advisor
Industry Financial Services
Experience
SunTrust June 2015 - Present
Wells Fargo Wealth Management October 2010 - June 2015
U.S. Trust, Bank of America Private Wealth Management February 1999 - October 2010
Bank of America December 1991 - January 1999
Bank of America September 1988 - November 1991
Skills
Investments, Banking, Estate Planning, Wealth Management, Leadership, Wealth, Portfolio Management, Financial Services, Credit, Fundraising, Marketing, Training, Series 7, Investment Management, High Net Worth..., Loans, Commercial Lending, Sales, Customer Service, Finance, Management, Managerial Finance, Nonprofits, Wealth Management..., Financial Analysis
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Finance, Marketing
Ridgefield High School 1976 — 1980
SunTrust June 2015 - Present
Wells Fargo Wealth Management October 2010 - June 2015
U.S. Trust, Bank of America Private Wealth Management February 1999 - October 2010
Bank of America December 1991 - January 1999
Bank of America September 1988 - November 1991
Skills
Investments, Banking, Estate Planning, Wealth Management, Leadership, Wealth, Portfolio Management, Financial Services, Credit, Fundraising, Marketing, Training, Series 7, Investment Management, High Net Worth..., Loans, Commercial Lending, Sales, Customer Service, Finance, Management, Managerial Finance, Nonprofits, Wealth Management..., Financial Analysis
Education
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Finance, Marketing
Ridgefield High School 1976 — 1980
Aaron Hood, MBA Aaron Hood, MBA's Bank of America Experience September 2003 - November 2004
Job VP of Product Management and Marketing at RemitDATA
Industry Information Technology and Services
Experience
RemitDATA March 2012 - Present
MedAssets November 2010 - March 2012
Broadlane (acquired by MedAssets in November, 2010) November 2004 - November 2010
Bank of America September 2003 - November 2004
Ayres Financial Group September 2002 - September 2003
AXA October 2001 - September 2002
Temerlin McClain January 2001 - October 2001
Marriott Hotels February 1998 - January 2001
Skills
Strategic Planning, Product Management, Informatics, Cross-functional Team..., Vendor Management, Strategy, Integration, Leadership, Management, Project Management, E-commerce, Six Sigma, Agile Methodologies, Lead Generation, Marketing Strategy, Business Strategy, Analysis, ERP, Marketing, Pricing, Healthcare, Product Launch, Cloud Computing, Business Analysis, Proposal Writing, Negotiation, Relationship Management, Benchmarking, Analytics, Process Improvement, Forecasting, Budgets, Data Analysis, Financial Analysis, Competitive Analysis, Marketing Communications, Sales, Project Planning, CRM, Enterprise Software, SaaS, Executive Management, Product Marketing, Business Development, Program Management, Product Development, Business Intelligence, Contract Negotiation, Start-ups, Strategic Partnerships
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Air Academy Associates 2009 — 2009
Lean Six Sigma Black Belt
University of North Texas 1998 — 2001
BBA, Marketing
RemitDATA March 2012 - Present
MedAssets November 2010 - March 2012
Broadlane (acquired by MedAssets in November, 2010) November 2004 - November 2010
Bank of America September 2003 - November 2004
Ayres Financial Group September 2002 - September 2003
AXA October 2001 - September 2002
Temerlin McClain January 2001 - October 2001
Marriott Hotels February 1998 - January 2001
Skills
Strategic Planning, Product Management, Informatics, Cross-functional Team..., Vendor Management, Strategy, Integration, Leadership, Management, Project Management, E-commerce, Six Sigma, Agile Methodologies, Lead Generation, Marketing Strategy, Business Strategy, Analysis, ERP, Marketing, Pricing, Healthcare, Product Launch, Cloud Computing, Business Analysis, Proposal Writing, Negotiation, Relationship Management, Benchmarking, Analytics, Process Improvement, Forecasting, Budgets, Data Analysis, Financial Analysis, Competitive Analysis, Marketing Communications, Sales, Project Planning, CRM, Enterprise Software, SaaS, Executive Management, Product Marketing, Business Development, Program Management, Product Development, Business Intelligence, Contract Negotiation, Start-ups, Strategic Partnerships
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance
Air Academy Associates 2009 — 2009
Lean Six Sigma Black Belt
University of North Texas 1998 — 2001
BBA, Marketing
Neill P Davis Neill P Davis's Bank of America Experience 1980 - 1997
Job Senior Management Executive
Industry Retail
Experience
Rambo & Davis LLC (dba FOUND for the Home) 2007 - Present
Francesca's 2012 - 2014
Francesca's 2012 - 2012
Men's Wearhouse 1997 - 2012
Bank of America 1980 - 1997
Skills
Retail, Merchandising, Leadership, Team Building, Strategic Planning, Management, Sales, Marketing Strategy, Inventory Management, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Cash Management, Profit
Education
University of Arkansas 1978 — 1979
MBA, Finance
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance
Rambo & Davis LLC (dba FOUND for the Home) 2007 - Present
Francesca's 2012 - 2014
Francesca's 2012 - 2012
Men's Wearhouse 1997 - 2012
Bank of America 1980 - 1997
Skills
Retail, Merchandising, Leadership, Team Building, Strategic Planning, Management, Sales, Marketing Strategy, Inventory Management, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Cash Management, Profit
Education
University of Arkansas 1978 — 1979
MBA, Finance
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Finance
Scott Goldsberry's Bank of America Experience February 2007 - December 2012
Job IT Management Professional
Industry Information Technology and Services
Experience
Finley Resources June 2014 - Present
Scott OBrien and Associates January 2014 - July 2015
JPMorgan Chase & Co. January 2013 - May 2014
Bank of America February 2007 - December 2012
Citi August 2003 - December 2006
Allied Riser Communications October 1999 - May 2003
Baylor Scott & White Health March 1997 - October 1999
HCA June 1996 - September 1997
Skills
Data Warehousing, Database Administration, Database Design, Databases, Microsoft SQL Server, SharePoint, SQL Server, SQL Server Management..., T-SQL, Information Technology, SSRS, SQL, SQL Server Integration..., Analysis, Six Sigma, Leadership, Oracle SQL, Bankruptcy, Business Process Design, Credit Risk, Risk Management, Banking, Executive Management, Mortgage Banking, Loans, Disaster Recovery, Underwriting, Customer Service, Process Improvement, Financial Services, Business Process..., Technical Writing, Business Intelligence, Project Management, Vendor Management, Default, Residential Mortgages, Technical Training, Information Architecture, Offshoring, International Business, Management, Business Analysis, Visio, Performance Tuning, Solution Architecture, SSIS, SDLC, Access, Software Documentation
Education
Southern Methodist University 2006 — 2007
Master of Science in Management, Cox School of Business - Management
University of North Texas 1998 — 2002
Bachelor's Degree, History & Economics major, English minor
Lake Highlands High School 1990 — 1993
High School Diploma
Finley Resources June 2014 - Present
Scott OBrien and Associates January 2014 - July 2015
JPMorgan Chase & Co. January 2013 - May 2014
Bank of America February 2007 - December 2012
Citi August 2003 - December 2006
Allied Riser Communications October 1999 - May 2003
Baylor Scott & White Health March 1997 - October 1999
HCA June 1996 - September 1997
Skills
Data Warehousing, Database Administration, Database Design, Databases, Microsoft SQL Server, SharePoint, SQL Server, SQL Server Management..., T-SQL, Information Technology, SSRS, SQL, SQL Server Integration..., Analysis, Six Sigma, Leadership, Oracle SQL, Bankruptcy, Business Process Design, Credit Risk, Risk Management, Banking, Executive Management, Mortgage Banking, Loans, Disaster Recovery, Underwriting, Customer Service, Process Improvement, Financial Services, Business Process..., Technical Writing, Business Intelligence, Project Management, Vendor Management, Default, Residential Mortgages, Technical Training, Information Architecture, Offshoring, International Business, Management, Business Analysis, Visio, Performance Tuning, Solution Architecture, SSIS, SDLC, Access, Software Documentation
Education
Southern Methodist University 2006 — 2007
Master of Science in Management, Cox School of Business - Management
University of North Texas 1998 — 2002
Bachelor's Degree, History & Economics major, English minor
Lake Highlands High School 1990 — 1993
High School Diploma
Chuck Bloomer's Bank of America Experience June 2006 - August 2008
Job Finance Manager with diverse industry experience
Industry Financial Services
Experience
Seeking New Opportunities 2015 - Present
Hewlett-Packard July 2010 - January 2015
Ericsson October 2008 - October 2009
Bank of America June 2006 - August 2008
Sabre Holdings 2004 - 2006
Skills
Financial Modeling, Budgets, Analysis, Management, Financial Analysis, Business Analysis, Finance, Business Planning, Strategy, Financial Forecasting, Training, Variance Analysis, Forecasting, E-commerce, Sales, Business Process..., Cross-functional Team..., Competitive Analysis, Managerial Finance, Contract Management, Process Improvement, Sales Management, Leadership, Strategic Planning
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1990 — 1994
BA, Business Economics
Seeking New Opportunities 2015 - Present
Hewlett-Packard July 2010 - January 2015
Ericsson October 2008 - October 2009
Bank of America June 2006 - August 2008
Sabre Holdings 2004 - 2006
Skills
Financial Modeling, Budgets, Analysis, Management, Financial Analysis, Business Analysis, Finance, Business Planning, Strategy, Financial Forecasting, Training, Variance Analysis, Forecasting, E-commerce, Sales, Business Process..., Cross-functional Team..., Competitive Analysis, Managerial Finance, Contract Management, Process Improvement, Sales Management, Leadership, Strategic Planning
Education
Southern Methodist University - Cox School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1990 — 1994
BA, Business Economics
Ali Panjwani's Bank of America Experience June 2008 - August 2008
Job Data Science, Quantitative Research, Financial Modeling I MPP Candidate UCLA
Industry Information Services
Experience
UCLA April 2015 - Present
UCLA Luskin Center for Innovation January 2015 - Present
U.S. Securities and Exchange Commission June 2015 - August 2015
Pixineo July 2012 - March 2014
Balfour Beatty February 2009 - April 2012
Bank of America June 2008 - August 2008
Skills
Entrepreneurship, Project Management, Strategy, Statistical Data..., Finance, Financial Analysis, Business Planning, Public Policy, Financial Modeling, Economics, Creative Strategy, Business, Analytics, Start-ups, CRM, Mergers & Acquisitions, Valuation, Due Diligence, Corporate Finance, Innovation, Business Strategy, Business Analysis, Analysis, Strategic Planning, Microsoft Office, Leadership, Management, Solar Energy, Policy Analysis
Education
UCLA Luskin School of Public Affairs 2014 — 2016
Master's Degree, Public Policy
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Finance
UCLA April 2015 - Present
UCLA Luskin Center for Innovation January 2015 - Present
U.S. Securities and Exchange Commission June 2015 - August 2015
Pixineo July 2012 - March 2014
Balfour Beatty February 2009 - April 2012
Bank of America June 2008 - August 2008
Skills
Entrepreneurship, Project Management, Strategy, Statistical Data..., Finance, Financial Analysis, Business Planning, Public Policy, Financial Modeling, Economics, Creative Strategy, Business, Analytics, Start-ups, CRM, Mergers & Acquisitions, Valuation, Due Diligence, Corporate Finance, Innovation, Business Strategy, Business Analysis, Analysis, Strategic Planning, Microsoft Office, Leadership, Management, Solar Energy, Policy Analysis
Education
UCLA Luskin School of Public Affairs 2014 — 2016
Master's Degree, Public Policy
Southern Methodist University - Cox School of Business 2005 — 2009
BBA, Finance
Stacey Carr's Bank of America Experience September 1998 - August 2008
Job IT Business Systems Analyst at Cardtronics
Industry Information Technology and Services
Experience
Cardtronics November 2013 - Present
ARGO Data Resource Corporation, Leading Provider of Technology-Based Financial Industry Solutions November 2012 - November 2013
FIS August 2008 - November 2012
Bank of America September 1998 - August 2008
ChexSystems January 1998 - September 1998
Dallas ISD October 1993 - January 1997
Dallas County July 1990 - October 1993
Skills
Six Sigma, Green Belt, Business Analysis, Business Process..., Business Requirements, Communication Skills, Live Meeting, WebEx, Requirements Gathering, Diverse Groups Of People, Public Speaking, Project Management, Problem Solving, Healthcare, Online Payment Solutions, Flow Diagrams, Software Implementation, Cause & Effect, Risk Assessment, Problem Management, Midrange, System Monitoring, Juvenile Court, Juvenile Justice, Probation, Liaison, Training Delivery, Interpersonal Skill, Production Support, Process Improvement, Banking, Visio, SharePoint, Risk Management, Payments, MS Project, Electronic Payments, Vendor Management, Analysis, Technical Documentation, Disaster Recovery, PMO, SnagIt, Cross-functional Team..., Project Portfolio..., Mainframe, SDLC, Requirements Analysis, IT Strategy, Quality Assurance
Education
Southern Methodist University 1985 — 2000
BA, Psychology
Government and Law Magnet High School - Dallas, Texas
Cardtronics November 2013 - Present
ARGO Data Resource Corporation, Leading Provider of Technology-Based Financial Industry Solutions November 2012 - November 2013
FIS August 2008 - November 2012
Bank of America September 1998 - August 2008
ChexSystems January 1998 - September 1998
Dallas ISD October 1993 - January 1997
Dallas County July 1990 - October 1993
Skills
Six Sigma, Green Belt, Business Analysis, Business Process..., Business Requirements, Communication Skills, Live Meeting, WebEx, Requirements Gathering, Diverse Groups Of People, Public Speaking, Project Management, Problem Solving, Healthcare, Online Payment Solutions, Flow Diagrams, Software Implementation, Cause & Effect, Risk Assessment, Problem Management, Midrange, System Monitoring, Juvenile Court, Juvenile Justice, Probation, Liaison, Training Delivery, Interpersonal Skill, Production Support, Process Improvement, Banking, Visio, SharePoint, Risk Management, Payments, MS Project, Electronic Payments, Vendor Management, Analysis, Technical Documentation, Disaster Recovery, PMO, SnagIt, Cross-functional Team..., Project Portfolio..., Mainframe, SDLC, Requirements Analysis, IT Strategy, Quality Assurance
Education
Southern Methodist University 1985 — 2000
BA, Psychology
Government and Law Magnet High School - Dallas, Texas
Richard Oliva Richard Oliva's Bank of America Experience January 2014 - Present
Job AVP, CRA Senior Officer at Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Ernst & Young November 2010 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Strategic Planning, Microsoft SQL Server, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Auditing, Finance
Education
Southern Methodist University 2005 — 2009
Bachelor of Science (BS), Economics with Financial Applications
Bank of America January 2014 - Present
Ernst & Young November 2010 - December 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Process Improvement, Strategic Planning, Microsoft SQL Server, Accounting, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Auditing, Finance
Education
Southern Methodist University 2005 — 2009
Bachelor of Science (BS), Economics with Financial Applications
Adam Denton Adam Denton's Bank of America Experience October 2007 - Present
Job Vice President, Operations Consultant at Bank of America
Industry Banking
Experience
Bank of America October 2007 - Present
Maverick Mortgage March 2005 - October 2007
Skills
Mortgage Lending, FNMA, FHLMC, Mortgage Banking, Risk Management, Mortgage Servicing, Loss Mitigation, Mortgage Underwriting, Operations Management, Change Management, Banking, Credit, Executive Management, FHA, Finance, Financial Analysis, Financial Modeling, Leadership, Loan Origination, Loans, Management, New Business Development, Project Management, Refinance, Residential Mortgages, Underwriting
Education
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelors, Finance, Economics
Bank of America October 2007 - Present
Maverick Mortgage March 2005 - October 2007
Skills
Mortgage Lending, FNMA, FHLMC, Mortgage Banking, Risk Management, Mortgage Servicing, Loss Mitigation, Mortgage Underwriting, Operations Management, Change Management, Banking, Credit, Executive Management, FHA, Finance, Financial Analysis, Financial Modeling, Leadership, Loan Origination, Loans, Management, New Business Development, Project Management, Refinance, Residential Mortgages, Underwriting
Education
Southern Methodist University - Cox School of Business 1995 — 1999
Bachelors, Finance, Economics
Gail (Meyer) Plusquellec Gail (Meyer) Plusquellec's Bank of America Experience 1989 - 1996
Job Director Operations & Quality at Empyrean Benefit Solutions, Inc.
Industry Human Resources
Experience
Empyrean Benefit Solutions, Inc. 2013 - December 2014
Empyrean Benefit Solutions 2009 - 2013
Hewitt Associates 2005 - 2008
CDG & Associates 1999 - 2004
Deloitte 1996 - 1999
Bank of America 1989 - 1996
Skills
Vendor Management, Business Analysis, Team Building, P&L Management, Project Management, Human Resources, HRIS, CRM, Quality Management, SDLC
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Business Administration
Trinity University
BS, Business Administration
Empyrean Benefit Solutions, Inc. 2013 - December 2014
Empyrean Benefit Solutions 2009 - 2013
Hewitt Associates 2005 - 2008
CDG & Associates 1999 - 2004
Deloitte 1996 - 1999
Bank of America 1989 - 1996
Skills
Vendor Management, Business Analysis, Team Building, P&L Management, Project Management, Human Resources, HRIS, CRM, Quality Management, SDLC
Education
Southern Methodist University - Cox School of Business 1995 — 1998
MBA, Business Administration
Trinity University
BS, Business Administration
Scott Allan Berens Scott Allan Berens's Bank of America Experience May 2012 - Present
Job Senior Business Analyst at Bank of America (Legacy Asset Servicing)
Industry Banking
Experience
Bank of America May 2012 - Present
Tyco Flow Control June 2011 - August 2011
Hewlett-Packard January 2008 - August 2010
Hewlett-Packard February 2008 - December 2008
Hewlett-Packard April 2007 - February 2008
Financial Federal Credit Inc. September 2005 - January 2007
Skills
SAP, Process Improvement, Microsoft Office, Business Objects, Finance, Hyperion Enterprise, Forecasting, Strategy, Business Planning, Management, Capital IQ, Business Process, Competitive Analysis, CapIQ, Brio, Thomson One, Hyperion, Certified Green Belt
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance & Accounting
Texas A&M University 2002 — 2005
Bachelor of Science, Economics
University of Nebraska-Lincoln 2001 — 2002
None, Mechanical Engineering
Bank of America May 2012 - Present
Tyco Flow Control June 2011 - August 2011
Hewlett-Packard January 2008 - August 2010
Hewlett-Packard February 2008 - December 2008
Hewlett-Packard April 2007 - February 2008
Financial Federal Credit Inc. September 2005 - January 2007
Skills
SAP, Process Improvement, Microsoft Office, Business Objects, Finance, Hyperion Enterprise, Forecasting, Strategy, Business Planning, Management, Capital IQ, Business Process, Competitive Analysis, CapIQ, Brio, Thomson One, Hyperion, Certified Green Belt
Education
Southern Methodist University - Cox School of Business 2010 — 2012
MBA, Finance & Accounting
Texas A&M University 2002 — 2005
Bachelor of Science, Economics
University of Nebraska-Lincoln 2001 — 2002
None, Mechanical Engineering
Scott Wooters's Bank of America Experience January 2006 - May 2006
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi October 2014 - Present
ValuLink September 2013 - March 2014
DISYS November 2010 - September 2013
Financial Institution Consultancy March 2009 - November 2010
Parker - Whitfield Consulting August 2008 - November 2008
OneCall Home Showings May 2006 - July 2008
Bank of America January 2006 - May 2006
MBNA America 1989 - 2006
MBNA July 1989 - December 2005
Skills
Banking, Credit Cards, Risk Management, Vendor Management, Commercial Card, Strategic Planning, Call Center, Process Improvement, Leadership, Commercial Lending, Loans, Relationship Management, National Sales Training, Payment Systems, Executive Management, Portfolio Management, Team Building, Loyalty Programs, Recruiting, Service Launches, Start-ups, Sales Management, New Business Development, Product Launch, Employee Relations, Employee Relations..., Sales&Marketing, Direct Marketing, Retail Banking, Product Development, Consumer Financing, Operations Management, Small Business Lending, Product Management, Financial Risk, Insurance, Mergers, Underwriting, Engaging Speaker, Mortgage Lending, Business Development, Strategy, Call Centers, Management, Temporary Placement, CRM, Consulting, Marketing, Networking, Customer Retention
Education
Southern Methodist University - Cox School of Business 2005 — 2005
Certificate, Entrep. and Small Business
University of Maryland College Park 1984 — 1989
BA, Criminal Justice
Citi October 2014 - Present
ValuLink September 2013 - March 2014
DISYS November 2010 - September 2013
Financial Institution Consultancy March 2009 - November 2010
Parker - Whitfield Consulting August 2008 - November 2008
OneCall Home Showings May 2006 - July 2008
Bank of America January 2006 - May 2006
MBNA America 1989 - 2006
MBNA July 1989 - December 2005
Skills
Banking, Credit Cards, Risk Management, Vendor Management, Commercial Card, Strategic Planning, Call Center, Process Improvement, Leadership, Commercial Lending, Loans, Relationship Management, National Sales Training, Payment Systems, Executive Management, Portfolio Management, Team Building, Loyalty Programs, Recruiting, Service Launches, Start-ups, Sales Management, New Business Development, Product Launch, Employee Relations, Employee Relations..., Sales&Marketing, Direct Marketing, Retail Banking, Product Development, Consumer Financing, Operations Management, Small Business Lending, Product Management, Financial Risk, Insurance, Mergers, Underwriting, Engaging Speaker, Mortgage Lending, Business Development, Strategy, Call Centers, Management, Temporary Placement, CRM, Consulting, Marketing, Networking, Customer Retention
Education
Southern Methodist University - Cox School of Business 2005 — 2005
Certificate, Entrep. and Small Business
University of Maryland College Park 1984 — 1989
BA, Criminal Justice
James J. Saccacio James J. Saccacio's Bank of America Experience June 1982 - May 1986
Job CEO at KLL Communications, LLC
Industry Internet
Experience
KLL Communications, LLC January 2012 - Present
Every Man Ministries Inc. January 2012 - Present
IL Mulino Group January 2012 - Present
Realtytrac November 2011 - Present
SMU Cox School of Business September 2010 - Present
RealtyTrac Inc November 2001 - November 2011
Transition Capital, LLC 2000 - 2002
Elite Leather Company 1986 - 2000
Transition Managment Group, Ltd. 1993 - 1996
Bank of America June 1982 - May 1986
Skills
Start-ups, Mergers, Strategic Planning, Turn Around Management, Negotiation, Strategic Partnerships, Online Advertising, Business Strategy, Real Estate, Business Development, E-commerce, SEM, Competitive Analysis, Product Management, New Business Development, Email Marketing, Marketing Strategy, SEO, Customer Acquisition, Product Development, Seed Capital, Mergers & Acquisitions, Board of Directors, Strategy, Selling, Management, Leadership, Sales, Investments, Executive Management, Entrepreneurship, Finance, Online Marketing, Lead Generation, Analytics, Marketing, Social Media Marketing, Consulting, Contract Negotiation
Education
University of California, Irvine - The Paul Merage School of Business 1991 — 1993
MBA
Southern Methodist University - Cox School of Business 1978 — 1982
BBA
KLL Communications, LLC January 2012 - Present
Every Man Ministries Inc. January 2012 - Present
IL Mulino Group January 2012 - Present
Realtytrac November 2011 - Present
SMU Cox School of Business September 2010 - Present
RealtyTrac Inc November 2001 - November 2011
Transition Capital, LLC 2000 - 2002
Elite Leather Company 1986 - 2000
Transition Managment Group, Ltd. 1993 - 1996
Bank of America June 1982 - May 1986
Skills
Start-ups, Mergers, Strategic Planning, Turn Around Management, Negotiation, Strategic Partnerships, Online Advertising, Business Strategy, Real Estate, Business Development, E-commerce, SEM, Competitive Analysis, Product Management, New Business Development, Email Marketing, Marketing Strategy, SEO, Customer Acquisition, Product Development, Seed Capital, Mergers & Acquisitions, Board of Directors, Strategy, Selling, Management, Leadership, Sales, Investments, Executive Management, Entrepreneurship, Finance, Online Marketing, Lead Generation, Analytics, Marketing, Social Media Marketing, Consulting, Contract Negotiation
Education
University of California, Irvine - The Paul Merage School of Business 1991 — 1993
MBA
Southern Methodist University - Cox School of Business 1978 — 1982
BBA
Aurelia Washington's Bank of America Experience August 1992 - September 1994
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
BANK OF AMERICA (COUNTRYWIDE HOME LOANS) December 2004 - June 2009
COMERICA BANK TEXAS February 2004 - December 2004
BenefitMall September 2001 - May 2002
BenefitMall 2001 - 2002
RENAISSANCE WORLDWIDE, INC May 1998 - August 2001
Renaissance Worldwide, Inc. 1998 - 2000
Ajilon November 1997 - April 1998
Greyhound Lines, Inc. 1992 - 1998
GREYHOUND LINES, INC October 1994 - October 1997
BANK OF AMERICA August 1992 - September 1994
Skills
Requirements Gathering, Requirements Analysis, Troubleshooting, Databases, Software Documentation, Visio, SQL, Customer Service, Project Management
Education
Southern Methodist University - Cox School of Business 1980 — 1983
Bachelor of Business Administration Degree, Management Science and Computers
Lake Highlands High School 1975 — 1978
Southern Methodist University - Cox School of Business
BBA, MIS
BANK OF AMERICA (COUNTRYWIDE HOME LOANS) December 2004 - June 2009
COMERICA BANK TEXAS February 2004 - December 2004
BenefitMall September 2001 - May 2002
BenefitMall 2001 - 2002
RENAISSANCE WORLDWIDE, INC May 1998 - August 2001
Renaissance Worldwide, Inc. 1998 - 2000
Ajilon November 1997 - April 1998
Greyhound Lines, Inc. 1992 - 1998
GREYHOUND LINES, INC October 1994 - October 1997
BANK OF AMERICA August 1992 - September 1994
Skills
Requirements Gathering, Requirements Analysis, Troubleshooting, Databases, Software Documentation, Visio, SQL, Customer Service, Project Management
Education
Southern Methodist University - Cox School of Business 1980 — 1983
Bachelor of Business Administration Degree, Management Science and Computers
Lake Highlands High School 1975 — 1978
Southern Methodist University - Cox School of Business
BBA, MIS
Boris Yarmulnik's Bank of America Experience June 2003 - Present
Job Vice President, Card Services at Bank of America
Industry Banking
Experience
Bank of America June 2003 - Present
Skills
Project Management, Integration, Mergers, SDLC, Program Management, Vendor Management, Risk Management, Financial Analysis, Software Development, IT Strategy, Business Strategy, Process Improvement, Financial Modeling, Product Management, Business Process..., Enterprise Architecture, Executive Management, Business Analysis, Business Intelligence, Strategic Planning, Asset Managment
Education
Southern Methodist University - Cox School of Business 2005 — 2007
Executive MBA, Finance
Stony Brook University 1991 — 1996
B.S., Mathematics, Physics
Bank of America June 2003 - Present
Skills
Project Management, Integration, Mergers, SDLC, Program Management, Vendor Management, Risk Management, Financial Analysis, Software Development, IT Strategy, Business Strategy, Process Improvement, Financial Modeling, Product Management, Business Process..., Enterprise Architecture, Executive Management, Business Analysis, Business Intelligence, Strategic Planning, Asset Managment
Education
Southern Methodist University - Cox School of Business 2005 — 2007
Executive MBA, Finance
Stony Brook University 1991 — 1996
B.S., Mathematics, Physics
Rick Rogers's Bank of America Experience January 1980 - September 1983
Job Executive Vice President at Texas Capital Bank
Industry Banking
Experience
Texas Capital Bank March 2006 - Present
Comerica Bank February 2002 - March 2006
Bank One October 1983 - February 2002
Bank of America January 1980 - September 1983
Slaugther Brothers, Inc September 1977 - December 1979
First National Bank in Dallas September 1975 - September 1977
Skills
Acquisition Financing, Financial Analysis, Banking, Corporate Finance, Institutional..., Investment Management, Mergers, Liquidity Management, Institutional..., Acquisitions, Private Equity, Financial Structuring, Middle Market, Leveraged Finance, Loan Origination, Syndications, Credit Analysis, Commercial Banking, Capital Markets, Commercial Lending, Mergers & Acquisitions, Executive Management, Lines Of Credit, Financial Modeling, Valuation, Financial Risk, Portfolio Management, Credit, Cash Flow Lending, Investments, Asset Management, Commercial Mortgages, Investment Banking, Underwriting, Finance, Treasury Management, Financial Services, Credit Risk, Structured Finance, Start-ups, Entrepreneurship, Loans, Asset Based Lending, Cash Management, Private Banking, Financial Institutions, Real Estate Economics, Wealth Management, Treasury Services, Risk Management
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Accounting and Finance
University of Arkansas 1970 — 1974
B.S.B.A., Finance and Banking
Benton High 1966 — 1970
HIGH SCHOOL, Honor Graduate
Texas Capital Bank March 2006 - Present
Comerica Bank February 2002 - March 2006
Bank One October 1983 - February 2002
Bank of America January 1980 - September 1983
Slaugther Brothers, Inc September 1977 - December 1979
First National Bank in Dallas September 1975 - September 1977
Skills
Acquisition Financing, Financial Analysis, Banking, Corporate Finance, Institutional..., Investment Management, Mergers, Liquidity Management, Institutional..., Acquisitions, Private Equity, Financial Structuring, Middle Market, Leveraged Finance, Loan Origination, Syndications, Credit Analysis, Commercial Banking, Capital Markets, Commercial Lending, Mergers & Acquisitions, Executive Management, Lines Of Credit, Financial Modeling, Valuation, Financial Risk, Portfolio Management, Credit, Cash Flow Lending, Investments, Asset Management, Commercial Mortgages, Investment Banking, Underwriting, Finance, Treasury Management, Financial Services, Credit Risk, Structured Finance, Start-ups, Entrepreneurship, Loans, Asset Based Lending, Cash Management, Private Banking, Financial Institutions, Real Estate Economics, Wealth Management, Treasury Services, Risk Management
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Accounting and Finance
University of Arkansas 1970 — 1974
B.S.B.A., Finance and Banking
Benton High 1966 — 1970
HIGH SCHOOL, Honor Graduate
Iris Niu's Bank of America Experience December 2011 - Present
Job AVP, Consumer Products Strategy at Bank of America
Industry Financial Services
Experience
Bank of America December 2011 - Present
Bank of America July 2007 - December 2011
PDS TECHNICAL SERVICES, INC May 2005 - July 2007
ERNST & YOUNG LLP September 2004 - May 2005
PwC January 2001 - July 2002
KPMG August 1998 - January 2001
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Strategic Financial..., Forecasting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and accounting
Bank of America December 2011 - Present
Bank of America July 2007 - December 2011
PDS TECHNICAL SERVICES, INC May 2005 - July 2007
ERNST & YOUNG LLP September 2004 - May 2005
PwC January 2001 - July 2002
KPMG August 1998 - January 2001
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Strategic Planning, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Strategic Financial..., Forecasting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and accounting
Pam Castillo's Bank of America Experience April 2010 - June 2011
Job Software QA Manager at Ambit Energy
Industry Oil & Energy
Experience
Ambit Energy July 2011 - Present
Bank of America April 2010 - June 2011
Southwest Airlines March 2008 - June 2010
Countrywide February 2005 - March 2008
BMC Software June 2004 - December 2004
VarTec Telecom October 2000 - June 2004
Skills
QTP, Quality Center, Regression Testing, LoadRunner, Test Cases, Integration Testing, VSS, BMC Remedy, Functional Testing, Sybase, Unit Testing, Black Box Testing, White Box Testing, Mingle, System Testing, Integration, Waterfall, Agile Methodologies, Test Planning, Defect Tracking, Microsoft SQL Server, Oracle, Agile & Waterfall..., Unix, Quality Assurance, Requirements Gathering, System Integration..., SDLC, Software Quality..., User Acceptance Testing, Agile Testing, Testing, Agile Project Management, Software Project..., Web Applications, Business Requirements, XML, SQL, Databases, Release Management, Test Strategy, Scrum, TFS, Manual Testing, Visio, Requirements Analysis, Process Improvement, Test Automation, HP QTP
Education
Southern Methodist University - Cox School of Business 1997 — 2001
Bachelor, Information Systems and Operational Management
Ambit Energy July 2011 - Present
Bank of America April 2010 - June 2011
Southwest Airlines March 2008 - June 2010
Countrywide February 2005 - March 2008
BMC Software June 2004 - December 2004
VarTec Telecom October 2000 - June 2004
Skills
QTP, Quality Center, Regression Testing, LoadRunner, Test Cases, Integration Testing, VSS, BMC Remedy, Functional Testing, Sybase, Unit Testing, Black Box Testing, White Box Testing, Mingle, System Testing, Integration, Waterfall, Agile Methodologies, Test Planning, Defect Tracking, Microsoft SQL Server, Oracle, Agile & Waterfall..., Unix, Quality Assurance, Requirements Gathering, System Integration..., SDLC, Software Quality..., User Acceptance Testing, Agile Testing, Testing, Agile Project Management, Software Project..., Web Applications, Business Requirements, XML, SQL, Databases, Release Management, Test Strategy, Scrum, TFS, Manual Testing, Visio, Requirements Analysis, Process Improvement, Test Automation, HP QTP
Education
Southern Methodist University - Cox School of Business 1997 — 2001
Bachelor, Information Systems and Operational Management
Thad Holt's Bank of America Experience 1990 - 1996
Job Senior Finance Professional
Industry Consumer Services
Experience
HH&H GP, LLC January 2012 - Present
Heelys February 2010 - August 2011
Furmanite Worldwide 2007 - 2010
CAE 2006 - 2007
Price Waterhouse Coopers 2004 - 2005
Bombardier Aerospace 2001 - 2004
Service Electronics/MicroExchange 1999 - 2001
Martin News Agency 1997 - 1999
First Southwest Company 1996 - 1997
Bank of America 1990 - 1996
Skills
Financial Reporting, Financial Accounting, Forecasting, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Management, Corporate Finance, Analysis, General Ledger, Aviation, Budgeting, Operating Budgets, Capital Budgeting, Decision Support, Cash Flow Forecasting, Managerial Finance, Financial Forecasting, Management Accounting, Cost Accounting, P&L Forecasting, Strategic Planning, Joint Ventures, Operations Analysis, Cash Flow, P&L Management, P&L Financial Management, International Joint..., International Finance, Business Analysis, Microsoft Excel, Business Case Modelling, Business Planning, Mergers & Acquisitions, Financial Risk, Return on Investment, Due Diligence, Turnaround Experience, Strategy, Sarbanes-Oxley, Sarbanes-Oxley Act, Business Valuation, Financial Audits, Variance Analysis, Accounting, Budgets, Management, Finance, Internal Audit
Education
University of Dallas 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University 1987 — 1991
Bachelor's degree, Economics
Westlake
HH&H GP, LLC January 2012 - Present
Heelys February 2010 - August 2011
Furmanite Worldwide 2007 - 2010
CAE 2006 - 2007
Price Waterhouse Coopers 2004 - 2005
Bombardier Aerospace 2001 - 2004
Service Electronics/MicroExchange 1999 - 2001
Martin News Agency 1997 - 1999
First Southwest Company 1996 - 1997
Bank of America 1990 - 1996
Skills
Financial Reporting, Financial Accounting, Forecasting, Financial Analysis, Strategic Financial..., Financial Modeling, Cash Management, Corporate Finance, Analysis, General Ledger, Aviation, Budgeting, Operating Budgets, Capital Budgeting, Decision Support, Cash Flow Forecasting, Managerial Finance, Financial Forecasting, Management Accounting, Cost Accounting, P&L Forecasting, Strategic Planning, Joint Ventures, Operations Analysis, Cash Flow, P&L Management, P&L Financial Management, International Joint..., International Finance, Business Analysis, Microsoft Excel, Business Case Modelling, Business Planning, Mergers & Acquisitions, Financial Risk, Return on Investment, Due Diligence, Turnaround Experience, Strategy, Sarbanes-Oxley, Sarbanes-Oxley Act, Business Valuation, Financial Audits, Variance Analysis, Accounting, Budgets, Management, Finance, Internal Audit
Education
University of Dallas 2012 — 2014
Master of Science (MS), Accounting
Southern Methodist University 1987 — 1991
Bachelor's degree, Economics
Westlake
Angela (Buckner) Kelcher's Bank of America Experience 2001 - 2004
Job Director Multifamily Affordable at Fannie Mae
Industry Real Estate
Experience
Fannie Mae September 2013 - Present
Fannie Mae January 2010 - August 2013
Fannie Mae August 2004 - December 2009
Bank of America 2001 - 2004
AIG SunAmerica Affrordable Housing Partners 1998 - 2000
Skills
Portfolio Management, Underwriting, Due Diligence, Credit, Management, Negotiation, Risk Management, Financial Analysis, Real Estate, Strategic Planning, Relationship Management
Education
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, General Business
Lakehill Preparatory School 1986 — 1994
Associate Leadership Council
Fannie Mae September 2013 - Present
Fannie Mae January 2010 - August 2013
Fannie Mae August 2004 - December 2009
Bank of America 2001 - 2004
AIG SunAmerica Affrordable Housing Partners 1998 - 2000
Skills
Portfolio Management, Underwriting, Due Diligence, Credit, Management, Negotiation, Risk Management, Financial Analysis, Real Estate, Strategic Planning, Relationship Management
Education
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, General Business
Lakehill Preparatory School 1986 — 1994
Associate Leadership Council
Sari Candas's Bank of America Experience August 2009 - Present
Job Bank of America
Industry Real Estate
Experience
Bank of America August 2009 - Present
American Title August 2003 - November 2008
Skills
REO, Real Estate, Real Estate Transactions, Short Sales, Title Insurance, Investment Properties, First Time Home Buyers, FHA, Refinance, Foreclosures, Escrow, Mortgage Lending, VA loans, FHA financing, Mortgage Banking, FHA Financing
Education
Southern Methodist University 1982 — 1986
Bank of America August 2009 - Present
American Title August 2003 - November 2008
Skills
REO, Real Estate, Real Estate Transactions, Short Sales, Title Insurance, Investment Properties, First Time Home Buyers, FHA, Refinance, Foreclosures, Escrow, Mortgage Lending, VA loans, FHA financing, Mortgage Banking, FHA Financing
Education
Southern Methodist University 1982 — 1986
Andrew Harman's Bank of America Experience 2009 - Present
Job Service Project Manager
Industry Financial Services
Experience
Bank of America 2009 - Present
Countrywide April 2006 - April 2009
Fidelity Investments 1995 - 2005
Education
Southern Methodist University - Cox School of Business 1998 — 2001
Trinity University 1991 — 1995
BS, Chemistry
Bank of America 2009 - Present
Countrywide April 2006 - April 2009
Fidelity Investments 1995 - 2005
Education
Southern Methodist University - Cox School of Business 1998 — 2001
Trinity University 1991 — 1995
BS, Chemistry
Craig Singer's Bank of America Experience 1993 - 1995
Job SVPManaging Director and Chief Accounting Officer at Beal Bank USA
Industry Banking
Experience
Beal Bank USA October 2001 - Present
Horizon Health Corporation 1999 - 2001
Jayhawk Acceptance Corp 1996 - 1999
Bank of America 1993 - 1995
First Gibraltar Bank 1988 - 1992
Education
Southern Methodist University - Cox School of Business 1981 — 1983
Beal Bank USA October 2001 - Present
Horizon Health Corporation 1999 - 2001
Jayhawk Acceptance Corp 1996 - 1999
Bank of America 1993 - 1995
First Gibraltar Bank 1988 - 1992
Education
Southern Methodist University - Cox School of Business 1981 — 1983
Danny Badough's Bank of America Experience 2005 - Present
Job VP; Service Delivery Mgr at Bank of America
Industry Information Technology and Services
Experience
Bank of America 2005 - Present
MBNA 1994 - 2005
MCI 1994 - 1994
US Airways 1993 - 1994
IBM 1991 - 1993
E-Systems 1990 - 1991
GTE 1989 - 1990
Texas A&M University 1985 - 1988
Skills
SDLC, Release Management, Mainframe, IT Management, Service Delivery, PMP, Project Management, Vendor Management, Business Analysis, Business Requirements, PMO, Software Project..., Requirements Analysis, User Acceptance Testing, JCL, Resource Management, Visio, DB2, Disaster Recovery, Integration, COBOL, Requirements Gathering, Systems Analysis, Waterfall
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA
Texas A&M University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Bank of America 2005 - Present
MBNA 1994 - 2005
MCI 1994 - 1994
US Airways 1993 - 1994
IBM 1991 - 1993
E-Systems 1990 - 1991
GTE 1989 - 1990
Texas A&M University 1985 - 1988
Skills
SDLC, Release Management, Mainframe, IT Management, Service Delivery, PMP, Project Management, Vendor Management, Business Analysis, Business Requirements, PMO, Software Project..., Requirements Analysis, User Acceptance Testing, JCL, Resource Management, Visio, DB2, Disaster Recovery, Integration, COBOL, Requirements Gathering, Systems Analysis, Waterfall
Education
Southern Methodist University - Cox School of Business 1988 — 1989
MBA
Texas A&M University 1981 — 1985
Bachelor of Science (B.S.), Computer Science
Harsesh Patel's Bank of America Experience October 2008 - Present
Job Reporting Tech Analyst at Bank of America
Industry Financial Services
Experience
Bank of America October 2008 - Present
Countrywide August 2006 - October 2008
XO Communications 2005 - 2006
V3 Global 2002 - 2005
Patni Computer System 1998 - 2000
Skills
Business Intelligence, Business Analysis, Data Warehousing, SDLC, Analysis, Databases, Requirements Analysis, SQL, Requirements Gathering, Software Project..., ETL, Visio, Project Management, Management, Process Improvement, Business Process..., Enterprise Architecture, IT Strategy, Systems Analysis, PMP, Disaster Recovery, Vendor Management, Integration, Program Management, Data Analysis, Workday Reporting
Education
Southern Methodist University - Cox School of Business 2011 — 2011
•Business Intelligence Graduate Certified
Rajiv Gandhi Institute Of Technology 1994 — 1998
Degree, Instrumentation
University of Mumbai 1994 — 1998
Bachelors of Engineering, Instrumentation and Control System
Bharati Vidyapeeth's Institute of Technology - Belapur 1989 — 1994
Diploma, Coumputer Tech
St.Lewrance High School 1978 — 1990
High School Diploma
Bank of America October 2008 - Present
Countrywide August 2006 - October 2008
XO Communications 2005 - 2006
V3 Global 2002 - 2005
Patni Computer System 1998 - 2000
Skills
Business Intelligence, Business Analysis, Data Warehousing, SDLC, Analysis, Databases, Requirements Analysis, SQL, Requirements Gathering, Software Project..., ETL, Visio, Project Management, Management, Process Improvement, Business Process..., Enterprise Architecture, IT Strategy, Systems Analysis, PMP, Disaster Recovery, Vendor Management, Integration, Program Management, Data Analysis, Workday Reporting
Education
Southern Methodist University - Cox School of Business 2011 — 2011
•Business Intelligence Graduate Certified
Rajiv Gandhi Institute Of Technology 1994 — 1998
Degree, Instrumentation
University of Mumbai 1994 — 1998
Bachelors of Engineering, Instrumentation and Control System
Bharati Vidyapeeth's Institute of Technology - Belapur 1989 — 1994
Diploma, Coumputer Tech
St.Lewrance High School 1978 — 1990
High School Diploma
Carrie Jensen's Bank of America Experience November 2001 - Present
Job SVP Marketing at Bank of America
Industry Financial Services
Experience
Bank of America November 2001 - Present
Citibank 1997 - 2001
Skills
Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications
Education
Thunderbird School of Global Management 1996 — 1997
MBA, International Business
Southern Methodist University - Cox School of Business 1989 — 1993
Bank of America November 2001 - Present
Citibank 1997 - 2001
Skills
Marketing Strategy, Marketing Management, Product Marketing, Marketing Communications
Education
Thunderbird School of Global Management 1996 — 1997
MBA, International Business
Southern Methodist University - Cox School of Business 1989 — 1993
James Holacka's Bank of America Experience January 2013 - April 2014
Job Relationship Manager
Industry Banking
Experience
Fifth Third Bank April 2014 - Present
Bank of America January 2013 - April 2014
Bank of America January 2011 - December 2012
Chase October 2009 - January 2011
Skills
Credit, Financial Analysis, Portfolio Management, Banking, Finance, Leadership, Credit Analysis, Financial Modeling, Investment Banking, Investments, Corporate Finance, Financial Services, Microsoft Excel, Loans, Strategic Planning, Risk Management, Loan Origination, Mortgage Lending, Business Strategy, Financial Reporting, New Business Development, Forecasting, Process Improvement, Accounting, Excel, Pricing, Compliance, Sales Management
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Finance
Fifth Third Bank April 2014 - Present
Bank of America January 2013 - April 2014
Bank of America January 2011 - December 2012
Chase October 2009 - January 2011
Skills
Credit, Financial Analysis, Portfolio Management, Banking, Finance, Leadership, Credit Analysis, Financial Modeling, Investment Banking, Investments, Corporate Finance, Financial Services, Microsoft Excel, Loans, Strategic Planning, Risk Management, Loan Origination, Mortgage Lending, Business Strategy, Financial Reporting, New Business Development, Forecasting, Process Improvement, Accounting, Excel, Pricing, Compliance, Sales Management
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance
Texas Tech University - Rawls College of Business 2000 — 2004
BBA, Finance
Piotr Zapendowski's Bank of America Experience April 2003 - December 2008
Job Project Manager and Regional Implementation Manager at Eide Bailly LLP
Industry Information Technology and Services
Experience
Eide Bailly LLP April 2012 - May 2013
MedSynergies 2013 - 2013
BlueCross BlueShield of SC January 2009 - February 2012
Bank of America April 2003 - December 2008
JCPenney September 1999 - April 2003
Skills
COBOLII, SDLC, Banking, MS Project, Mainframe, DB2, JCL, Project Management, VSAM, Healthcare Information..., Telecommunications..., Xpediter, CICS, Visual Basic, Cerner, EMR, PMP, Discern Explorer, EHR, Cerner CCL
Education
Southern Methodist University 1997 — 2000
Master of Business Administration (M.B.A.)
University of Warsaw
Master's degree, Physics
Eide Bailly LLP April 2012 - May 2013
MedSynergies 2013 - 2013
BlueCross BlueShield of SC January 2009 - February 2012
Bank of America April 2003 - December 2008
JCPenney September 1999 - April 2003
Skills
COBOLII, SDLC, Banking, MS Project, Mainframe, DB2, JCL, Project Management, VSAM, Healthcare Information..., Telecommunications..., Xpediter, CICS, Visual Basic, Cerner, EMR, PMP, Discern Explorer, EHR, Cerner CCL
Education
Southern Methodist University 1997 — 2000
Master of Business Administration (M.B.A.)
University of Warsaw
Master's degree, Physics
Carol Farrow, MBA's Bank of America Experience December 2011 - February 2015
Job IT Rules Writer (Business Analyst) at Nationstar Mortgage with Burns Search Inc.
Industry Financial Services
Experience
Burns Search Inc. at Nationstar Mortgage May 2015 - Present
Bank of America December 2011 - February 2015
Fannie Mae / Convergenz LLC November 2009 - December 2011
CF Interests July 2008 - November 2009
CitiMortgage June 2003 - June 2008
ELECTRONIC DATA SYSTEMS, INC. (EDS) August 1986 - June 2002
Skills
Teaching, Microsoft Excel, Mortgage Underwriting, Healthcare, Mortgage Lending, Microsoft Office, Customer Service, Software Documentation, Sales, Refinance, Program Management, Credit Risk, Underwriting, Loan Servicing, Leadership, Management, FHA, Analysis, Loans, Credit, Training, Banking, Default, Financial Analysis, Mortgage Banking, Business Analysis, Residential Mortgages, Mortgage Servicing, Loss Mitigation, Team Building, Credit Analysis, Risk Management, Finance, Home Equity Loans, HAMP, Strategic Planning, FNMA, Loan Modifications, Relationship Management, Business Strategy, Call Centers
Education
Southern Methodist University - Cox School of Business 1994 — 1997
MBA, Finance, Marketing
Southern Methodist University
Mid-Management Certificate
Villanova University
Six sigma green belt Certificate
Burns Search Inc. at Nationstar Mortgage May 2015 - Present
Bank of America December 2011 - February 2015
Fannie Mae / Convergenz LLC November 2009 - December 2011
CF Interests July 2008 - November 2009
CitiMortgage June 2003 - June 2008
ELECTRONIC DATA SYSTEMS, INC. (EDS) August 1986 - June 2002
Skills
Teaching, Microsoft Excel, Mortgage Underwriting, Healthcare, Mortgage Lending, Microsoft Office, Customer Service, Software Documentation, Sales, Refinance, Program Management, Credit Risk, Underwriting, Loan Servicing, Leadership, Management, FHA, Analysis, Loans, Credit, Training, Banking, Default, Financial Analysis, Mortgage Banking, Business Analysis, Residential Mortgages, Mortgage Servicing, Loss Mitigation, Team Building, Credit Analysis, Risk Management, Finance, Home Equity Loans, HAMP, Strategic Planning, FNMA, Loan Modifications, Relationship Management, Business Strategy, Call Centers
Education
Southern Methodist University - Cox School of Business 1994 — 1997
MBA, Finance, Marketing
Southern Methodist University
Mid-Management Certificate
Villanova University
Six sigma green belt Certificate
Ken Hatley's Bank of America Experience March 2001 - Present
Job Owner/Photographer at Ken Hatley Photography; Vice President; Global Secure Messaging at Bank of America
Industry Photography
Experience
Ken Hatley Photography January 2009 - Present
Bank of America March 2001 - Present
Allegiance Telecom 1998 - 2002
Skills
Linux
Education
Southern Methodist University - Cox School of Business 1999 — 2000
MCSE, MCSE
University of North Texas 1990 — 1995
BA, Radio/TV/Film
Ken Hatley Photography January 2009 - Present
Bank of America March 2001 - Present
Allegiance Telecom 1998 - 2002
Skills
Linux
Education
Southern Methodist University - Cox School of Business 1999 — 2000
MCSE, MCSE
University of North Texas 1990 — 1995
BA, Radio/TV/Film
Sharon Dorsey's Bank of America Experience June 2004 - September 2006
Job Instructional Designer Organizing Complex Material into Compelling Training Courses
Industry E-Learning
Experience
AT&T Performing Arts Center September 2011 - Present
Media-Vox, Inc. October 2010 - October 2011
AT&T February 2008 - April 2009
Consulting Partners January 2007 - April 2008
Bank of America June 2004 - September 2006
The Staubach Company September 2002 - May 2004
Trammell Crow Company May 2002 - August 2002
Skills
Instructional Design, Technical Writing, Content Management, Courseware Developer, Project Management, E-Learning, Distance Learning, Information Mapping, Training Needs Analysis, User Acceptance Testing, Editing, Learning Management..., Captivate, Dreamweaver, SnagIt, Microsoft Office 2007, Photoshop
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Accounting and Finance
AT&T Performing Arts Center September 2011 - Present
Media-Vox, Inc. October 2010 - October 2011
AT&T February 2008 - April 2009
Consulting Partners January 2007 - April 2008
Bank of America June 2004 - September 2006
The Staubach Company September 2002 - May 2004
Trammell Crow Company May 2002 - August 2002
Skills
Instructional Design, Technical Writing, Content Management, Courseware Developer, Project Management, E-Learning, Distance Learning, Information Mapping, Training Needs Analysis, User Acceptance Testing, Editing, Learning Management..., Captivate, Dreamweaver, SnagIt, Microsoft Office 2007, Photoshop
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), Accounting and Finance
Aimee Cali's Bank of America Experience June 2006 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America June 2006 - Present
Chase Bank 2002 - 2005
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Marketing
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Marketing and Management
Bank of America June 2006 - Present
Chase Bank 2002 - 2005
Education
Southern Methodist University - Cox School of Business 1999 — 2001
MBA, Marketing
Southern Methodist University - Cox School of Business 1989 — 1993
BBA, Marketing and Management
David Malina's Bank of America Experience April 2008 - Present
Job Sr. Business Controls Specialist at Bank of America
Industry Real Estate
Experience
Bank of America April 2008 - Present
Skills
Program Management, Analysis, Leadership, Portfolio Management, Mortgage Lending, Mortgage Banking, Management, Research, Banking, Financial Risk, Business Development, Customer Service
Education
Culver Military Academy
College Prepatory
Southern Methodist University - Cox School of Business
BBA, Finance
Bank of America April 2008 - Present
Skills
Program Management, Analysis, Leadership, Portfolio Management, Mortgage Lending, Mortgage Banking, Management, Research, Banking, Financial Risk, Business Development, Customer Service
Education
Culver Military Academy
College Prepatory
Southern Methodist University - Cox School of Business
BBA, Finance
Jennifer Finger's Bank of America Experience 1992 - 1993
Job Executive Vice President Strategy and Development at Beneficial State Bancorp
Industry Banking
Experience
Beneficial State Bancorp February 2015 - Present
Westamerica Bank September 1997 - February 2015
Star Bank (became US Bank) 1993 - 1997
Bank of America 1992 - 1993
Security Pacific 1981 - 1992
Skills
Risk Management, Banking, Credit, Mergers & Acquisitions, Portfolio Management, Treasury Management, Loans, Financial Analysis, Cash Management, Management, Commercial Banking, Investments, Executive Management, Financial Risk, Relationship Management, Financial Services
Education
Southern Methodist University - Cox School of Business
MBA
Thunderbird School of Global Management
MIM, International Finance
Beneficial State Bancorp February 2015 - Present
Westamerica Bank September 1997 - February 2015
Star Bank (became US Bank) 1993 - 1997
Bank of America 1992 - 1993
Security Pacific 1981 - 1992
Skills
Risk Management, Banking, Credit, Mergers & Acquisitions, Portfolio Management, Treasury Management, Loans, Financial Analysis, Cash Management, Management, Commercial Banking, Investments, Executive Management, Financial Risk, Relationship Management, Financial Services
Education
Southern Methodist University - Cox School of Business
MBA
Thunderbird School of Global Management
MIM, International Finance
Eric Barteldes's Bank of America Experience 1984 - 1989
Job Director MF Product Management at Fannie Mae
Industry Real Estate
Experience
Fannie Mae 2001 - Present
Redbricks 2000 - 2001
Midland Loan Services 1998 - 2000
USF&G Realty Advisors 1989 - 1998
Bank of America 1984 - 1989
Education
Southern Methodist University - Cox School of Business 1981 — 1982
MS, Real Estate
University of Cincinnati College of Business 1977 — 1981
BBA, Finance
Fannie Mae 2001 - Present
Redbricks 2000 - 2001
Midland Loan Services 1998 - 2000
USF&G Realty Advisors 1989 - 1998
Bank of America 1984 - 1989
Education
Southern Methodist University - Cox School of Business 1981 — 1982
MS, Real Estate
University of Cincinnati College of Business 1977 — 1981
BBA, Finance
John Dulweber's Bank of America Experience July 2011 - September 2012
Job SVP, Deputy Chief Risk Officer at FIS Global
Industry Banking
Experience
FIS Global September 2012 - Present
Bank of America July 2011 - September 2012
Bank of America June 2010 - July 2011
Bank of America April 2008 - June 2010
Bank of America July 2002 - April 2008
Skills
Operational Risk...
Education
Southern Methodist University - Cox School of Business 1982 — 1985
BBA, Accounting
FIS Global September 2012 - Present
Bank of America July 2011 - September 2012
Bank of America June 2010 - July 2011
Bank of America April 2008 - June 2010
Bank of America July 2002 - April 2008
Skills
Operational Risk...
Education
Southern Methodist University - Cox School of Business 1982 — 1985
BBA, Accounting
Tom Blake's Bank of America Experience 1985 - 1999
Job Area Credit Officer at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation February 2013 - Present
BBVA Compass January 2006 - Present
Bank of America 1985 - 1999
Skills
Portfolio Management, Capital Markets, Risk Management, Lines Of Credit, Mergers, Corporate Finance, Due Diligence, Finance, Financial Risk, Financial Services, Financial Structuring, Loan Origination, Mergers & Acquisitions, Middle Market, Start-ups, Strategic Financial..., Structured Finance, Wealth Management, Investment Banking, Negotiation, Credit
Education
Southern Methodist University
Master of Business Administration (MBA)
The University of Texas at El Paso
Bachelor of Business Administration (BBA)
Regions Financial Corporation February 2013 - Present
BBVA Compass January 2006 - Present
Bank of America 1985 - 1999
Skills
Portfolio Management, Capital Markets, Risk Management, Lines Of Credit, Mergers, Corporate Finance, Due Diligence, Finance, Financial Risk, Financial Services, Financial Structuring, Loan Origination, Mergers & Acquisitions, Middle Market, Start-ups, Strategic Financial..., Structured Finance, Wealth Management, Investment Banking, Negotiation, Credit
Education
Southern Methodist University
Master of Business Administration (MBA)
The University of Texas at El Paso
Bachelor of Business Administration (BBA)
Jeff Susman's Bank of America Experience April 2002 - February 2009
Job Chief Credit Risk Officer Corporate & Investment Banking at BBVA Compass
Industry Financial Services
Experience
BBVA Compass May 2009 - Present
Bank of America April 2002 - February 2009
Bank of America April 2000 - April 2002
Banc of America Securities April 1997 - April 2000
NationsBank August 1988 - April 1997
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Biology
Greenhill School 1972 — 1982
BBVA Compass May 2009 - Present
Bank of America April 2002 - February 2009
Bank of America April 2000 - April 2002
Banc of America Securities April 1997 - April 2000
NationsBank August 1988 - April 1997
Education
Southern Methodist University - Cox School of Business 1987 — 1988
MBA
The University of Texas at Austin 1982 — 1986
Bachelor of Arts (BA), Biology
Greenhill School 1972 — 1982
William Russo's Bank of America Experience May 2006 - September 2006
Job Senior Financial Analyst at American Homes 4 Rent
Industry Banking
Experience
American Homes 4 Rent February 2013 - Present
Summit Hotel Properties, Inc. 2015 - 2015
Summit Hotel Properties, Inc. 2015 - 2015
US Bank September 2008 - August 2012
Bank of America May 2006 - September 2006
AT&T Knowledge Ventures December 2005 - May 2006
US Bank May 2004 - June 2005
U.S. Bank May 2003 - May 2004
US Bank August 2002 - May 2003
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Business Intelligence, Financial Modeling, Valuation, Investments, Financial Reporting, Risk Management, Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, Finance
Southern Methodist University - Cox School of Business 1998 — 2002
B.B.A, Financial Consulting
American Homes 4 Rent February 2013 - Present
Summit Hotel Properties, Inc. 2015 - 2015
Summit Hotel Properties, Inc. 2015 - 2015
US Bank September 2008 - August 2012
Bank of America May 2006 - September 2006
AT&T Knowledge Ventures December 2005 - May 2006
US Bank May 2004 - June 2005
U.S. Bank May 2003 - May 2004
US Bank August 2002 - May 2003
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Business Intelligence, Financial Modeling, Valuation, Investments, Financial Reporting, Risk Management, Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2007
MBA, Finance
Southern Methodist University - Cox School of Business 1998 — 2002
B.B.A, Financial Consulting
Rowland K. (Robin) Robinson's Bank of America Experience September 1975 - February 2001
Job President at Baylor Health Care System Foundation
Industry Health, Wellness and Fitness
Experience
Baylor Health Care System Foundation September 2005 - Present
Bank of America September 1975 - February 2001
Education
Southern Methodist University 1968 — 1972
BBA, Finance
Southern Methodist University - Cox School of Business 1968 — 1972
BBA, Finance
Baylor Health Care System Foundation September 2005 - Present
Bank of America September 1975 - February 2001
Education
Southern Methodist University 1968 — 1972
BBA, Finance
Southern Methodist University - Cox School of Business 1968 — 1972
BBA, Finance
Andy Welch's Bank of America Experience 1991 - 1997
Job Chief Financial Officer at Xenia Hotels & Resorts
Industry Hospitality
Experience
Xenia Hotels & Resorts 2014 - Present
FelCor Lodging Trust 1998 - 2013
Bristol Hotels and Resorts 1997 - 1998
Bank of America 1991 - 1997
Citibank 1990 - 1991
Bank of America 1984 - 1990
Skills
Mergers & Acquisitions, Due Diligence, Financial Analysis, Forecasting, Investment Banking, Financial Modeling, Budgets, Corporate Finance, Strategic Planning, Capital Markets, Investor Relations, Accounting, Executive Management, Hospitality Industry, Management, Financial Reporting, Finance, Strategic Financial..., Investments, Contract Negotiation, Asset Management, Acquisitions, Real Estate Economics, Private Equity, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1986 — 1988
MBA
University of Kansas 1980 — 1984
BBA, Business Administration and Management, General
Xenia Hotels & Resorts 2014 - Present
FelCor Lodging Trust 1998 - 2013
Bristol Hotels and Resorts 1997 - 1998
Bank of America 1991 - 1997
Citibank 1990 - 1991
Bank of America 1984 - 1990
Skills
Mergers & Acquisitions, Due Diligence, Financial Analysis, Forecasting, Investment Banking, Financial Modeling, Budgets, Corporate Finance, Strategic Planning, Capital Markets, Investor Relations, Accounting, Executive Management, Hospitality Industry, Management, Financial Reporting, Finance, Strategic Financial..., Investments, Contract Negotiation, Asset Management, Acquisitions, Real Estate Economics, Private Equity, Portfolio Management
Education
Southern Methodist University - Cox School of Business 1986 — 1988
MBA
University of Kansas 1980 — 1984
BBA, Business Administration and Management, General
Constance Cross's Bank of America Experience 2004 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Ark House January 2010 - January 2010
Bank of America 2004 - 2009
Bank of America January 1999 - June 2004
Bank of America 1997 - 2000
Bank of America 1996 - 1997
Bank of America 1994 - 1996
Bank of America 1992 - 1994
NationsBank, AMRESCO 1989 - 1992
First National Cincinnati Corporation October 1985 - August 1986
Republic Bank Corporation February 1983 - August 1985
Education
Southern Methodist University - Cox School of Business 1980 — 1982
MBA, Finance and Accounting
Rollins College
B.A., English
Ark House January 2010 - January 2010
Bank of America 2004 - 2009
Bank of America January 1999 - June 2004
Bank of America 1997 - 2000
Bank of America 1996 - 1997
Bank of America 1994 - 1996
Bank of America 1992 - 1994
NationsBank, AMRESCO 1989 - 1992
First National Cincinnati Corporation October 1985 - August 1986
Republic Bank Corporation February 1983 - August 1985
Education
Southern Methodist University - Cox School of Business 1980 — 1982
MBA, Finance and Accounting
Rollins College
B.A., English
Diane Carleton's Bank of America Experience September 1996 - Present
Job Credit Services Exec SVP at Bank of America
Industry Banking
Experience
Bank of America September 1996 - Present
Bank of America 1996 - Present
Bank of America Merrill Lynch 1996 - Present
PricewaterhouseCoopers January 1992 - June 2006
Bank of America Business Capital 1999 - 2005
Skills
Green Belt, Big 4, Operations Management, Credit, Financial Analysis, Six Sigma, Risk Management, Business Process..., Process Improvement, Treasury Management, Commercial Banking, Cash Management, Financial Services, Banking, Portfolio Management, Credit Analysis, Finance, Financial Risk, Business Analysis, Enterprise Risk..., Management, Loans, Credit Risk, Corporate Finance, Financial Modeling, Commercial Lending, Retail Banking, Analysis, Operational Risk..., Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1989 — 1991
Bachelors, Accounting
Bank of America September 1996 - Present
Bank of America 1996 - Present
Bank of America Merrill Lynch 1996 - Present
PricewaterhouseCoopers January 1992 - June 2006
Bank of America Business Capital 1999 - 2005
Skills
Green Belt, Big 4, Operations Management, Credit, Financial Analysis, Six Sigma, Risk Management, Business Process..., Process Improvement, Treasury Management, Commercial Banking, Cash Management, Financial Services, Banking, Portfolio Management, Credit Analysis, Finance, Financial Risk, Business Analysis, Enterprise Risk..., Management, Loans, Credit Risk, Corporate Finance, Financial Modeling, Commercial Lending, Retail Banking, Analysis, Operational Risk..., Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1989 — 1991
Bachelors, Accounting
Gerald (Jerry) Howard's Bank of America Experience 1994 - 1999
Job Cheese Specialist at Mariano's
Industry Retail
Experience
Mariano's February 2014 - Present
J.P. Morgan December 2012 - October 2013
Chase Investment Services Corp 2003 - November 2012
Bank of America 1994 - 1999
Federal Reserve System 1992 - 1994
Chicago Branches International Banking January 1979 - February 1992
Skills
Credit Analysis, Corporate Finance, International Finance, Non-profit..., Small Business Lending, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, High Net Worth..., IRAs, Fixed Annuities, Retail Sales, Food & Beverage
Education
Southern Methodist University - Cox School of Business 1976 — 1978
MBA, FINANCE
Southern Methodist University - Cox School of Business 1972 — 1976
Bachelor's Degree, Accounting
Mariano's February 2014 - Present
J.P. Morgan December 2012 - October 2013
Chase Investment Services Corp 2003 - November 2012
Bank of America 1994 - 1999
Federal Reserve System 1992 - 1994
Chicago Branches International Banking January 1979 - February 1992
Skills
Credit Analysis, Corporate Finance, International Finance, Non-profit..., Small Business Lending, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Wealth Management, Estate Planning, Asset Allocation, Mutual Funds, Investment Advisory, Wealth Accumulation, High Net Worth..., IRAs, Fixed Annuities, Retail Sales, Food & Beverage
Education
Southern Methodist University - Cox School of Business 1976 — 1978
MBA, FINANCE
Southern Methodist University - Cox School of Business 1972 — 1976
Bachelor's Degree, Accounting
Ramu Nukala's Bank of America Experience January 2010 - June 2011
Job Network/Systems Engineer at Microsoft
Industry Computer Networking
Experience
Microsoft October 2012 - Present
Wintec Industries July 2012 - September 2012
Microsoft July 2011 - June 2012
Bank of America January 2010 - June 2011
Skills
WAN, TCP/IP, OSPF, EIGRP, BGP, Routing, Switches, Servers
Education
Southern Methodist University 2007 — 2009
Master's degree, Telecommunications Engineering
JNTU 2003 — 2007
Bachelor's degree, Electrical and Electronics Engineering
Microsoft October 2012 - Present
Wintec Industries July 2012 - September 2012
Microsoft July 2011 - June 2012
Bank of America January 2010 - June 2011
Skills
WAN, TCP/IP, OSPF, EIGRP, BGP, Routing, Switches, Servers
Education
Southern Methodist University 2007 — 2009
Master's degree, Telecommunications Engineering
JNTU 2003 — 2007
Bachelor's degree, Electrical and Electronics Engineering
Terri Peeters's Bank of America Experience Associate PartnerAccenture1982 - 1996
Job SVP, HR Shared Services Executive at Bank of America
Industry Banking
Experience
Bank of America Associate PartnerAccenture1982 - 1996
Skills
Change Management, Mergers, Banking, Vendor Management, Risk Management, Expatriate Tax, Vendor Management Skills, Payroll
Education
Southern Methodist University 1981 — 1982
MBA, Finance
Bank of America Associate PartnerAccenture1982 - 1996
Skills
Change Management, Mergers, Banking, Vendor Management, Risk Management, Expatriate Tax, Vendor Management Skills, Payroll
Education
Southern Methodist University 1981 — 1982
MBA, Finance
Rebecca (Becky) Cotton's Bank of America Experience July 1997 - May 2000
Job Senior VP/Wealth Advisor at Broadway Bank
Industry Banking
Experience
Broadway Bank May 2000 - Present
Bank of America July 1997 - May 2000
Nations Bank (predecessor of Bank of America) August 1994 - July 1997
Skills
Credit, Private Banking, Wealth Management..., Portfolio Management, Commercial Lending, Wealth Management
Education
SMU
Southwestern Graduate School of Banking, Trust
Texas A&M-Commerce
B.S. & M.S., Business
Broadway Bank May 2000 - Present
Bank of America July 1997 - May 2000
Nations Bank (predecessor of Bank of America) August 1994 - July 1997
Skills
Credit, Private Banking, Wealth Management..., Portfolio Management, Commercial Lending, Wealth Management
Education
SMU
Southwestern Graduate School of Banking, Trust
Texas A&M-Commerce
B.S. & M.S., Business
Shaye Martin's Bank of America Experience December 2007 - February 2012
Job Senior Associate at Charles River Associates
Industry Banking
Experience
Charles River Associates February 2013 - September 2015
Park Cities Bank March 2012 - March 2013
Bank of America December 2007 - February 2012
Skills
Strategic Planning, Team Building, Project Management, Microsoft Office, Business Process..., Bank Secrecy Act, Process Improvement, Marketing, Real Estate, Financial Modeling, Fraud, Account Management, Customer Service, Financial Analysis, Strategy, Banking, Financial Risk, Risk Management, Finance
Education
Southern Methodist University 2004 — 2007
Bachelor of Science (B.S.), Economics with emphasis in Financial Applications
Charles River Associates February 2013 - September 2015
Park Cities Bank March 2012 - March 2013
Bank of America December 2007 - February 2012
Skills
Strategic Planning, Team Building, Project Management, Microsoft Office, Business Process..., Bank Secrecy Act, Process Improvement, Marketing, Real Estate, Financial Modeling, Fraud, Account Management, Customer Service, Financial Analysis, Strategy, Banking, Financial Risk, Risk Management, Finance
Education
Southern Methodist University 2004 — 2007
Bachelor of Science (B.S.), Economics with emphasis in Financial Applications
Tom Kirwin III's Bank of America Experience June 1982 - November 2004
Job Tech Finance AnalProj ManagerTax PreparerWriter
Industry Banking
Experience
Jackson Hewitt January 2012 - Present
First Unitarian Church of Dallas September 2005 - August 2009
Bank of America June 1982 - November 2004
Skills
Project Management, Business Analysis, Microsoft Office, Customer Service, Strategic Planning, Management, Team Building, Budgets, Program Management, Leadership, Financial Analysis, Analysis, Tax Preparation
Education
Southern Methodist University
Master of Liberal Arts, History and Philosophy of Religion
The University of Texas at Austin
Master of Arts (M.A.), Journalism & Computers/Statistics
United States Air Force Academy
Bachelor of Science (B.S.), Humanities
Jackson Hewitt January 2012 - Present
First Unitarian Church of Dallas September 2005 - August 2009
Bank of America June 1982 - November 2004
Skills
Project Management, Business Analysis, Microsoft Office, Customer Service, Strategic Planning, Management, Team Building, Budgets, Program Management, Leadership, Financial Analysis, Analysis, Tax Preparation
Education
Southern Methodist University
Master of Liberal Arts, History and Philosophy of Religion
The University of Texas at Austin
Master of Arts (M.A.), Journalism & Computers/Statistics
United States Air Force Academy
Bachelor of Science (B.S.), Humanities
Tehreem Khalid's Bank of America Experience June 2008 - Present
Job Business/System Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2008 - Present
Blue Cross Blue Shield January 2008 - May 2008
SQA Labs Inc July 2007 - December 2007
Skills
Analysis, Business Analysis, Data Analysis, Requirements Gathering, SDLC, Software Project..., Training, Vendor Management
Education
Southern Methodist University 2010 — 2012
Master of Science in Engineering Management, I.T Project Management
Bank of America June 2008 - Present
Blue Cross Blue Shield January 2008 - May 2008
SQA Labs Inc July 2007 - December 2007
Skills
Analysis, Business Analysis, Data Analysis, Requirements Gathering, SDLC, Software Project..., Training, Vendor Management
Education
Southern Methodist University 2010 — 2012
Master of Science in Engineering Management, I.T Project Management
Daniel Balsley's Bank of America Experience January 2014 - Present
Job VP, Senior Operations Manager Enterprise Customer Relations at Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America March 2013 - January 2014
Bank of America May 2011 - March 2013
Bank of America June 2009 - May 2011
Bank of America April 2008 - June 2009
Countrywide KB Homes JV June 2007 - April 2008
Countrywide KB Homes JV August 2006 - June 2007
Countrywide Home Loans October 2004 - August 2006
Skills
Mortgage Lending, Valuation, Access, Loan Origination, Credit, Modeling, Options, Regression Analysis, Quantitative Analytics, Microsoft Excel, Excel, Refinance, Credit Analysis, Decision Modeling, Banking, Loans, Residential Mortgages, Process Improvement, Financial Analysis, Leadership, Customer Service, Credit Risk, Management, Risk Management, Mortgage Banking
Education
CFA Institute 2011 — 2012
June 2012 - passed CFA Level 1 exam
Southern Methodist University - Cox School of Business 2008 — 2011
MBA, Finance
The University of Texas at Dallas - School of Management 2002 — 2004
BS, Business Administration
Bank of America January 2014 - Present
Bank of America March 2013 - January 2014
Bank of America May 2011 - March 2013
Bank of America June 2009 - May 2011
Bank of America April 2008 - June 2009
Countrywide KB Homes JV June 2007 - April 2008
Countrywide KB Homes JV August 2006 - June 2007
Countrywide Home Loans October 2004 - August 2006
Skills
Mortgage Lending, Valuation, Access, Loan Origination, Credit, Modeling, Options, Regression Analysis, Quantitative Analytics, Microsoft Excel, Excel, Refinance, Credit Analysis, Decision Modeling, Banking, Loans, Residential Mortgages, Process Improvement, Financial Analysis, Leadership, Customer Service, Credit Risk, Management, Risk Management, Mortgage Banking
Education
CFA Institute 2011 — 2012
June 2012 - passed CFA Level 1 exam
Southern Methodist University - Cox School of Business 2008 — 2011
MBA, Finance
The University of Texas at Dallas - School of Management 2002 — 2004
BS, Business Administration
James Landen's Bank of America Experience March 2014 - October 2014
Job Lending Officer at Veritex Communtiy Bank
Industry Banking
Experience
Veritex Communtiy Bank October 2014 - Present
Bank of America March 2014 - October 2014
Bank of America June 2012 - March 2014
Bank of America June 2010 - June 2012
Bank of Texas January 2010 - May 2010
Security National Bank May 2008 - August 2008
Security National Bank May 2007 - August 2007
Skills
Financial Modeling, Credit Analysis, Investment Banking, Commercial Banking, Banking, Financial Analysis, Commercial Lending, Credit, Insurance, Finance
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Brownell-Talbot College Preparatory School
Veritex Communtiy Bank October 2014 - Present
Bank of America March 2014 - October 2014
Bank of America June 2012 - March 2014
Bank of America June 2010 - June 2012
Bank of Texas January 2010 - May 2010
Security National Bank May 2008 - August 2008
Security National Bank May 2007 - August 2007
Skills
Financial Modeling, Credit Analysis, Investment Banking, Commercial Banking, Banking, Financial Analysis, Commercial Lending, Credit, Insurance, Finance
Education
Southern Methodist University - Cox School of Business 2006 — 2010
BBA, Finance
Brownell-Talbot College Preparatory School
Jim Karculias's Bank of America Experience September 1997 - July 1999
Job SR FINANCIAL ANALYST at NRG
Industry Utilities
Experience
NRG January 2015 - Present
CIRRO ENERGY (NRG / DOMINION RETAIL) March 2012 - January 2015
DOMINION RETAIL / CIRRO ENERGY September 2008 - February 2012
CIRRO GROUP INC DBA CIRRO ENERGY November 2001 - August 2008
CLEARWIRE TECHNOLOGIES INC March 2001 - October 2001
ALLIED RISER COMMUNICATIONS August 1999 - February 2001
BANK OF AMERICA September 1997 - July 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Budgeting, Risk Management, Capital Budgeting, Credit Risk, Credit Analysis, Collections, Product Development, Process Improvement, Organizational..., Training & Development, Employee Training, Due Diligence, Business Analysis, Mergers & Acquisitions, Financial Reporting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of Texas at Austin
BBA, Finance
The University of Texas at Austin
BA, Philosophy and Economics
NRG January 2015 - Present
CIRRO ENERGY (NRG / DOMINION RETAIL) March 2012 - January 2015
DOMINION RETAIL / CIRRO ENERGY September 2008 - February 2012
CIRRO GROUP INC DBA CIRRO ENERGY November 2001 - August 2008
CLEARWIRE TECHNOLOGIES INC March 2001 - October 2001
ALLIED RISER COMMUNICATIONS August 1999 - February 2001
BANK OF AMERICA September 1997 - July 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Budgeting, Risk Management, Capital Budgeting, Credit Risk, Credit Analysis, Collections, Product Development, Process Improvement, Organizational..., Training & Development, Employee Training, Due Diligence, Business Analysis, Mergers & Acquisitions, Financial Reporting
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of Texas at Austin
BBA, Finance
The University of Texas at Austin
BA, Philosophy and Economics
WIlliam Doby's Bank of America Experience July 2008 - December 2010
Job Assistant General Counsel at PennyMac
Industry Banking
Experience
PennyMac July 2013 - Present
MetLife Home Loans January 2011 - July 2013
Bank of America July 2008 - December 2010
Countrywide Home Loans May 2004 - July 2008
Locke Liddell and Sapp, LLP August 2000 - May 2004
Skills
Bankruptcy, Mortgage Servicing, Loan Servicing, Litigation, Risk Management, Financial Risk, Mortgage Lending, Mortgage Banking, Legal Writing, Loans, Loss Mitigation, Banking, Loan Origination, Due Diligence, Financial Services, Management, Real Estate, Legal Assistance, Legal Research, Default, Foreclosures, Civil Litigation, Corporate Law, Residential Mortgages, Credit, Finance, Corporate Governance
Education
University of Houston Law Center 1997 — 2000
JD
Southern Methodist University 1991 — 1995
BA, Communications, Political Science
PennyMac July 2013 - Present
MetLife Home Loans January 2011 - July 2013
Bank of America July 2008 - December 2010
Countrywide Home Loans May 2004 - July 2008
Locke Liddell and Sapp, LLP August 2000 - May 2004
Skills
Bankruptcy, Mortgage Servicing, Loan Servicing, Litigation, Risk Management, Financial Risk, Mortgage Lending, Mortgage Banking, Legal Writing, Loans, Loss Mitigation, Banking, Loan Origination, Due Diligence, Financial Services, Management, Real Estate, Legal Assistance, Legal Research, Default, Foreclosures, Civil Litigation, Corporate Law, Residential Mortgages, Credit, Finance, Corporate Governance
Education
University of Houston Law Center 1997 — 2000
JD
Southern Methodist University 1991 — 1995
BA, Communications, Political Science
Faisal Juma's Bank of America Experience April 2010 - January 2014
Job CRM/Process Manager | Retail & Digital Bank at Capital One
Industry Banking
Experience
Capital One August 2014 - Present
Bank of America April 2010 - January 2014
Bank of America December 2008 - March 2010
Bank of America December 2007 - November 2008
Bank of America June 2005 - November 2007
Global Energy Management Institute June 2004 - May 2005
Convergys December 2000 - January 2004
Skills
Business Process..., Workforce Management, Business Analysis, Process Management, Vendor Management, MS Office Suite, Mortgage Lending, Mortgage Servicing, Outsourcing Management, Change Management, Salesforce.com, SharePoint, Real Estate, Banking, Financial Modeling, Microsoft Office, Analysis, Management, Leadership, CRM, Training, Strategy, Call Centers, Credit, Business Process
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
University of Houston, C.T. Bauer College of Business 1998 — 2004
BBA, Finance
Capital One August 2014 - Present
Bank of America April 2010 - January 2014
Bank of America December 2008 - March 2010
Bank of America December 2007 - November 2008
Bank of America June 2005 - November 2007
Global Energy Management Institute June 2004 - May 2005
Convergys December 2000 - January 2004
Skills
Business Process..., Workforce Management, Business Analysis, Process Management, Vendor Management, MS Office Suite, Mortgage Lending, Mortgage Servicing, Outsourcing Management, Change Management, Salesforce.com, SharePoint, Real Estate, Banking, Financial Modeling, Microsoft Office, Analysis, Management, Leadership, CRM, Training, Strategy, Call Centers, Credit, Business Process
Education
Southern Methodist University - Cox School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Executive MBA
University of Houston, C.T. Bauer College of Business 1998 — 2004
BBA, Finance
Rumaldo Robles's Bank of America Experience June 2013 - Present
Job Teller at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Education
Southern Methodist University 2014 — 2017
Bachelorâs Degree, Finance, General
Bank of America June 2013 - Present
Education
Southern Methodist University 2014 — 2017
Bachelorâs Degree, Finance, General
walt stickel's Bank of America Experience 1984 - 2013
Job Boss at I.M. Retired
Industry Leisure, Travel & Tourism
Experience
I.M. Retired June 2013 - Present
Diebold 2003 - 2013
Bank of America 1984 - 2013
Skills
Event Management, Customer Service, Social Media, Tourism, Marketing Strategy, Microsoft Office, Negotiation, Microsoft Excel, Strategic Planning, Travel Management
Education
Southern Methodist University
Bachelor of Science (BS), Applied Mathematics
I.M. Retired June 2013 - Present
Diebold 2003 - 2013
Bank of America 1984 - 2013
Skills
Event Management, Customer Service, Social Media, Tourism, Marketing Strategy, Microsoft Office, Negotiation, Microsoft Excel, Strategic Planning, Travel Management
Education
Southern Methodist University
Bachelor of Science (BS), Applied Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS