Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
USAA March 2015 - Present
Bank of America February 2014 - March 2015
Bayview Loan Servicing, LLC June 2012 - January 2013
Saxon July 2007 - July 2012
Skills
Banking, Credit, Loans, Mortgage Lending, Mortgage Banking, Residential Mortgages, Underwriting, Portfolio Management, Loss Mitigation, FHA, Mortgage Servicing, Loan Servicing, Financial Services, Call Centers, Loan Origination, Customer Service, Sales, Mortgage Underwriting
Education
Southern New Hampshire University 2013 — 2017
Bachelor's degree, Business
Nationstar Mortgage April 2013 - Present
Nationstar Mortgage September 2012 - April 2013
Bank of America March 2012 - November 2012
Carlisle & Gallagher Consulting Group June 2011 - January 2012
Skills
Financial Analysis, Microsoft SQL Server, Microsoft Excel, Microsoft Access, Business Analysis, Business Strategy, Financial Projections
Education
Southern Nazarene University 2003 — 2007
Finance, Finance
Bank of America September 2010 - Present
Bank of America January 2008 - September 2010
Bank of America October 2006 - December 2007
Bank of America February 2005 - October 2006
Bank of America August 1997 - February 2005
Skills
Banking, Mortgage Lending, Credit Risk, Data Analysis, Quantitative Analysis, Performance Measurement, Call Center, Call Centers, SAS E-Miner, JMP, Capacity Analytics, Statistical Modeling, Statistical Data..., Six Sigma, Management, Business Analysis
Education
University of Tampa 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Southern New Hampshire University
MS Data Analytics
University of Tampa
Bachelor of Business Administration (BBA), Finance, Business Management
Villanova University
Six Sigma Certification
SW Paint Co July 2013 - Present
First Class Virtual Solutions November 2010 - Present
Tax Preparation By Aresia January 2005 - Present
Bank of America August 2008 - August 2010
Best Buy December 2005 - December 2008
Skills
Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Strategic Planning, Public Speaking
Education
Southern New Hampshire University 2015 — 2017
Masters of Accounting, Taxation (Currently attending)
Clayton State University 2007 — 2013
Texas811 September 2014 - Present
KTXD September 2013 - July 2014
KTVT CBS 11 January 2012 - September 2013
Rent-A-Center June 2010 - January 2012
Critical Information Networks/formerly Trinity Workplace Learning May 2009 - May 2010
Bank of America January 2006 - May 2009
KDFW-TV FOX 4 Dallas-Fort Worth January 2004 - April 2006
Broadcast News Corporation January 2004 - November 2005
WFAA-TV January 2003 - October 2004
Trinity Workplace Learning January 1994 - 2004
Skills
Video, Producing, Broadcast, Video Production, Final Cut Pro, Directing, Television, Social Media, Video Editing, Public Relations, Internal/external..., Public Speaking, On Camera Talent, Audio Voice Over
Education
Southern Methodist University - Cox School of Business 1995 — 1996
Graduate, Mid-management Program
The University of Texas at Austin 1976 — 1980
Bachelor of Arts, Journalism
Gregory McKinney LLC June 2015 - Present
Freddie Mac July 2012 - June 2015
Homeward Residential June 2011 - July 2012
Bank Of America March 2007 - May 2010
Bank Of America February 2005 - March 2007
Omni Dance Company January 2003 - December 2005
KRNB 105.7 January 2000 - January 2003
Baylor University Medical Center February 2000 - March 2002
Skills
Management, Leadership, Negotiation, Public Speaking, Analysis, Strategy, Marriage Counseling, Keynote Speaking, Pre-Marriage Counseling, Family Mediation, Stress Management, Motivational Speaking, Preaching, Facilitation, Life Coaching, Training, Coaching, Team Building, Customer Service, Selling, Program Management, Sales
Education
Southern New Hampshire University
Psychology
Phase 2 Medical Manufacturing, Inc. September 2014 - Present
PC Connection May 2011 - January 2012
eCoast October 2010 - March 2011
Infor June 2004 - July 2007
Bank of America January 2003 - September 2004
Education
University of Phoenix 2012 — 2015
Masters of Psychology
Southern New Hampshire University 2008 — 2010
Bank of America Merrill Lynch July 2009 - April 2013
Bank of America July 2007 - July 2009
Bank of America June 2006 - July 2007
Skills
Microsoft Excel, Microsoft Word, Credit Risk, Credit Analysis, Financial Analysis, Portfolio Management, Banking, Risk Management, Finance, Credit, Commercial Banking, Loans, Commercial Lending, Corporate Finance, Financial Risk
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.), Finance with Concentration in Corporate Finance
University of North Texas 2004 — 2009
Business Administration, Finance, General
Bank of America April 2011 - Present
Progressive Insurance November 2009 - February 2011
Bank of America August 2007 - November 2009
Skills
Customer Service, Data Entry, Banking, Auto Claims, Liability, Typing, Management, Training
Education
Southern NH University 2012 — 2014
J.P. Morgan August 2013 - Present
J.P. Morgan June 2012 - August 2012
Bank of America June 2009 - July 2011
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance and Accounting Concentrations
Texas A&M University 2005 — 2009
Bachelor's degree, Finance, General
Optima Bank & Trust October 2014 - Present
New Hampshire Renaissance Faire February 2011 - Present
Bank of America June 2008 - October 2014
Guiding Light 2007 - 2008
NH Exteriors 2005 - 2006
Skills
Retail Banking, Sales, Computers, Entertainment, Musicians, Financial Advisory, Business Solution, Consumer Electronics, Communication, Community Outreach, Business Planning, Mortgage Lending, New Business Development
Education
Southern NH University 2012 — 2016
Bachelor of Science (B.S.), Small Buisiness
Bank of America February 2015 - Present
Education
Southern New Hampshire University
Bachelor of Arts, Communication
Southern New Hampshire University
Headwaters MB June 2014 - Present
Value Restoration Partners, Inc. February 2012 - June 2014
Pillar Solutions Group April 2012 - September 2012
Imperial Capital, LLC January 2009 - October 2011
CRG Partners November 2007 - January 2009
PEG Capital Strategies, Inc. 2005 - 2007
Barrier Advisors 2004 - 2005
Chanin Capital Partners 2001 - 2003
Bank of America 1997 - 2001
Recognition Equipment, Inc. 1997 - 1998
Skills
Private Equity, Investment Banking, Corporate Finance, Valuation, Restructuring, Portfolio Management, Corporate Development, LBO, Mergers, Investments, Strategy, Bankruptcy, Due Diligence, Business Planning, Finance, Executive Management, Capital Markets, Business Strategy, Strategic Financial..., Financial Services, Mergers & Acquisitions, Securities
Education
Southern Methodist University - Cox School of Business 1984 — 1987
MBA
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Richardson 1975 — 1977
Christie M. Phan, PLLC September 2013 - Present
Law Office of Michael J. Schroeder April 2012 - August 2013
Judge William R. Mullins, NTSB May 2010 - December 2010
Capital Title of Texas May 2010 - September 2010
The Honorable Jorge Solis January 2010 - April 2010
Colemont Insurance Brokers May 2009 - December 2009
Bank of America December 1997 - March 2007
Skills
Legal Research, Bankruptcy, Foreclosures, Real Estate, Legal Writing, Family Law, Divorce Law, Child Custody, Appeals, Civil Litigation, Westlaw, Legal Assistance, Commercial Litigation, Mediation, Litigation
Education
Southern Methodist University Dedman School of Law
Juris Doctor (J.D.), Law, cum laude
University of North Texas
Bachelor's Degree, Technology, Training, and Development, GPA: 3.50
Texas A&M University School of Law
RE/MAX Insight September 2015 - Present
Manchester Country Club November 2014 - September 2015
Red Robin June 2014 - October 2014
Bank of America August 2011 - June 2014
Accurate Staffing, LLC February 2014 - May 2014
Target May 2010 - August 2011
WoodPellets.com September 2007 - September 2009
Skills
Customer Service, PowerPoint, Microsoft Excel, Leadership, Management, Microsoft Office, Microsoft Word, Sales, Social Networking, Time Management, Teamwork, Team Leadership, Customer Satisfaction, Social Media, Public Speaking
Education
Southern New Hampshire University 2014 — 2015
Bachelor's Degree, Business
Florence University of the Arts 2013 — 2013
Study Abroad Program
University of New Hampshire 2010 — 2014
Bachelor's Degree, Business
TD September 2013 - Present
Bank of America December 2011 - September 2013
Intrinsic Consulting, Inc. May 2011 - October 2011
Cumberland Farms May 2008 - March 2011
Calypso Communications August 2010 - December 2010
Skills
Leadership, Sales, Marketing, Customer Service, Advertising, Financial Analysis, Analysis, Coaching, Banking, Microsoft Office, Flexible to Change, Determination to Succeed, Program Management, Risk Management, Customer Retention, Strategic Planning, Marketing Strategy, Mortgage Lending, Licensed Life Insurance..., Consumer Lending
Education
University of New Hampshire 2007 — 2011
Bachelor's degree, Communication, Business Applications with a Minor in Psychology, Graduated with Cum Laude
Southern New Hampshire University
Finance, General
Bank of America January 2015 - Present
Capstone Partners Financial and Insurance Services February 2014 - August 2014
Bank of America February 2012 - January 2014
Bank of America April 2011 - February 2012
Bank of America July 2010 - April 2011
Connect Arkansas October 2009 - December 2009
University of Arkansas at Little Rock August 2009 - December 2009
University of Arkansas at Little Rock August 2005 - December 2009
Skills
Financial Analysis, Risk Management, Auditing, Project Management, Loans, Operational Risk, Data Analysis, Process Writing, Loan Servicing, Employee Training, Customer Experience, Customer Retention, Financial Services, Retirement Planning, Call Centers, Problem Solving, Operations Management, Mortgage Banking, Loss Mitigation, Risk Assessment, Customer Service, Finance, Microsoft Excel, Microsoft Word, AS400 system, Equator, LPS Desktop, PowerPoint, Outlook, Banking
Education
Southern New Hampshire University 2014 — 2016
Master’s Degree, Information Technology Data Analytics
University of Arkansas at Little Rock 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
DK Cole Company April 2013 - Present
Staffing Now October 2012 - January 2013
BMO Harris Bank August 2011 - September 2012
Bank of America June 2009 - July 2011
Skills
Branch Management, Operations Management, Branch Banking, Customer Service, Coaching, Cash Management, Customer Satisfaction, Relationship Management, Team Building, Sales, Recruiting, Training, Staff Development, Leadership, Onboarding, Behavioral Interviewing, Sales Management, Marketing, Cold Calling, Networking, Building Relationships, Talent Management, Applicant Tracking..., Sourcing, Hiring, Interviews, Banking, Business Development, Temporary Placement, Consumer Lending, Management, Executive Search, Microsoft Office, Microsoft Excel, Human Resources, Consulting
Education
Southern New Hampshire University 2009 — 2015
Bachelor's Degree, Business Studies; Human Resource Management
Southern New Hampshire University 2010 — 2013
Associate's Degree, Business Administration and Management, General, 3.57 out of 4.0
Vanderbilt-Ingram Cancer Center 2005 - Present
Wells Fargo Private Bank June 2013 - September 2014
The Private Client Reserve of US Bank August 2008 - May 2013
Bank of America 2001 - 2006
Bank of America 1987 - 2006
Skills
Wealth Management, Investments, Banking, Financial Services, Finance, Wealth, Wealth Management..., Asset Management, Strategic Financial..., Retirement Planning, Financial Analysis, Financial Advisory, Fixed-income Strategies, Risk Management, Strategic Planning, Multi-generational..., Relationship Management, Asset Allocation, Securities, Loans, Financial Planning, Mortgage Lending
Education
Southern Methodist University - Cox School of Business 1984 — 1986
MBA, Finance, Marketing, 3.50
Vanderbilt University 1976 — 1980
BS, Economics, 3.80
JAllain Photography June 2014 - Present
Bank of America November 2013 - Present
Best Buy May 2012 - November 2013
Best Buy August 2010 - May 2012
Best Buy January 2009 - February 2010
Skills
Customer Experience, Retail, Competitive Analysis, Retail Sales, Big Box, Planograms, Sales, Loss Prevention, Consumer Electronics, Leadership, Assortment, Inventory Control, Management, Visual Merchandising, Multi-unit, Mobile Communications, Inventory Management, P&L Management, Customer Satisfaction, Multi-Unit Management, Driving Results, Store Operations, CPFR, Profit, Business Strategy, Digital Photography, Competitive Pricing, Multi-Unit Leadership, Strategic Leadership, Mobile Devices, Mobile Technology, Home Theater, Income Statement, P&L, Competitive Marketing..., Multi-Unit Experience, Business Communications, Retail Category..., People Development, Strategy, Team Leadership, Competitive Intelligence, Strategic Consulting, Performance Management, Canon Cameras, Store Management, Merchandising, Gap Analysis
Education
Southern New Hampshire University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Management
Worcester State College 2006 — 2009
Business, Management, Marketing, and Related Support Services
Wachusett
Pearson North America August 2013 - Present
Fidelity Investments December 2012 - July 2013
Iron Mountain April 2011 - September 2012
Bank of America March 2010 - March 2011
JPMorgan Chase November 2001 - September 2009
Minuti Software Consulting, Inc. March 1988 - November 2002
Digital Equipment Corporation October 1981 - October 1987
Skills
Architecture, Portals, Automation, Information Technology, Infrastructure, Program Management, Performance Tuning, Team Building, Enterprise Software, Product Management, Disaster Recovery, SDLC, Agile Methodologies, Project Management, Integration, Software Development, IT Strategy, Requirements Analysis, Strategy, Leadership, Business Continuity, Software Project..., Management, Security, Enterprise Architecture, SOA, Process Improvement, Data Warehousing, Scrum, Cloud Computing, PMO, SharePoint, Unix, Consulting, Vendor Management, Solution Architecture, Quality Assurance, Project Portfolio..., IT Management, Business Analysis, PMP, Business Intelligence, SaaS, Requirements Gathering, Business Requirements, Authentication, Authorization, Identity Management, Business Process, Visio
Education
University of New Hampshire 1977 — 1981
BS, Computer Science
Southern New Hampshire University
MBA
Hannaford Supermarkets July 2015 - Present
99 Restaurant & Pubs February 2013 - July 2015
Bank of America February 2011 - April 2012
Starbucks Coffee Company July 2005 - February 2011
99 Restaurant & Pubs May 1997 - June 2005
Skills
Recruiting, Training, Management, Customer Satisfaction, Business Planning, Sales Management, Analysis, Inventory Management, Customer Service, Retail, Coaching, Strategic Planning, Leadership Development, Team Building, Leadership, Profit
Education
Southern New Hampshire University 1997 — 2001
Bachelor of Science, Hotel & Restaurant Management
Isles Innovations February 2015 - Present
Brookstone August 2012 - February 2015
PetSmart February 2012 - August 2012
Brookstone February 2011 - February 2012
Brookstone November 2010 - February 2011
Brookstone April 2010 - November 2010
Brookstone January 2009 - April 2010
Brookstone May 2007 - January 2009
Bank of America January 2006 - March 2007
Brookstone March 1999 - January 2006
Skills
Negotiation, Management, Product Development, Merchandising, Retail, Team Building, Sales Management, Sales, Strategic Planning, Competitive Analysis, Leadership, Account Management, Training, Customer Satisfaction, Forecasting, Pricing, Visual Merchandising, Marketing, Human Resources, P&L Management, Strategy, Inventory Control, Marketing Strategy, Product Marketing, Team Leadership, Store Operations, Customer Service, Multi-channel Retail, Driving Results, Loss Prevention, Customer Experience, Trend Analysis, Sourcing, Profit, Inventory Management, Store Management, Retail Sales, CPFR, Assortment, Income Statement, Sales Operations, Planograms, Purchasing, Cross-functional Team..., Apparel, E-commerce, Wholesale, POS, Merchandise Planning, Hiring
Education
Southern New Hampshire University
Bachelor's degree, Business Administration
Santander Bank, N.A. March 2015 - Present
Bank of America October 2010 - February 2015
Quiznos Sub May 2005 - October 2010
Holden Engineering January 1999 - May 2005
Skills
Loans, Credit, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Small Business Lending, Mortgage Banking, Analysis, Finance, Cash Flow, Leadership
Education
Southern New Hampshire University 1995 — 1999
Master's degree, Accounting and Finance
Tribhuvan Vishwavidalaya 1989 — 1992
Bachelor's degree, Accounting and Finance
Bank of America February 2015 - Present
Bank of America January 2012 - February 2015
Sail North Hollywood Escrow Inc. January 2002 - December 2011
Troop Real Estate September 1998 - 2008
Alex Manos, Inc. January 1997 - December 1999
Mid Valley Properties January 1990 - December 1994
Skills
Sellers, Investors, Real Estate, Leases, Contract Negotiation, Management, Selling, FHA, REO, Property, Foreclosures, Loans, Escrow, Operations Management, Investment Properties, Sales, Mortgage Lending, Residential Homes, Real Estate Transactions, Accounting
Education
Southern New Hampshire University
Bachelor of Arts (B.A.)
Bank of America March 2005 - Present
Skills
Customer Service, Small Business, Excel, Microsoft Office, Word, Customer Relations, PowerPoint, Customer Satisfaction, Banking, Sales Management, Outlook, Time Management, Strategic Leadership, Money Management, Team Management, Dependable Team Player, Human Resources, Management, Training, Networking, Team Building, Leadership, Coaching, Risk Management, Employee Training, Performance Management
Education
Southern New Hampshire University 2011 — 2015
Master of Science (M.S.), Organizational Leadership, 4.0
Southern New Hampshire University 2011 — 2013
Graduate Certificate, Human Resources Management/Personnel Administration, General, 4.0
University of Maine 2000 — 2004
BA, Psychology
Edward Little High School 1996 — 2000
Northway Bank September 2012 - April 2015
Coco, Early & Associates April 2012 - February 2014
Bank of America March 2011 - December 2011
Bank of America August 2008 - March 2011
Bank of America 2001 - 2008
Nations Bank 1999 - 2001
Barnett Bank 1998 - 1999
Barnett Bank September 1996 - April 1998
Skills
Leadership, Banking, Retail Banking, Customer Experience, Risk Management, Management, Coaching, Relationship Management, Credit, Financial Services, Career Development, Employee Engagement, Sales Management, Small Business Lending, Consumer Lending, Commercial Banking, Public Speaking, Leading Change, Sales, Customer Satisfaction, Mortgage Lending, Result Oriented, Portfolio Management, Loan Origination, Cash Management, Expense Management, Mentoring, Customer Service, Credit Analysis, Client Experience, Multi-location..., Culture Change, Partnerships, Strategic Planning, Team Management, Treasury Management, Call Centers, Partnership Development, Community Involvement, Mediation, Results Focused, Behavior Management, Corporate Budgeting, Strategic Negotiations, Pricing Strategy, Customer Experience..., Consultative Sales..., Corporate Social..., Vendor Management, Executive Management
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.), Project Management
University of South Florida - College of Business Administration 1988 — 1990
BS, Business Administration Minor Economics
Torchmark / Liberty National July 2010 - Present
Bank of America January 2005 - March 2008
AT&T Mobility March 1993 - October 2000
Education
Southern Nazarene University 1994 — 1995
B.S., Management/Human Resources
University of Louisiana at Monroe 1982 — 1986
UNCLE Credit Union February 2012 - April 2015
Integrated Marketing Communications June 2010 - February 2012
Technology Credit Union April 2005 - June 2010
Work2future 2004 - 2006
Valley Credit Union (now CEFCU) March 2003 - April 2005
The California Credit Union August 2000 - March 2003
Los Angeles Police Federal Credit Union January 1996 - August 2000
Bank of America February 1994 - January 1996
Skills
Digital Marketing, Strategic Planning, Marketing Strategy, Advertising, Strategy, SEO, Creative Direction, Brand Management, Integrated Marketing, Market Research, Public Relations, Social Media, Product Marketing, Email Marketing, Leadership, Social Media Marketing, Marketing, Market Planning, Editing, Business Development, Performance Management, Management, Cross-functional Team..., New Business Development, Marketing Research, Budgets, Product Development
Education
Southern New Hampshire University 2010 — 2014
Master's Degree--MS, Marketing, 3.95 GPA
University of Missouri-Columbia
Bachelor of Arts, Political Science
CFA Institute Vice PresidentU.S. Trust CompanyDecember 1994 - April 2005
Bank of America September 1982 - December 1994
Skills
Equities, Portfolio Management, Fixed Income, Financial Markets, Strategic Financial..., Derivatives, Securities, Private Equity, Investment Banking, Asset Allocation, Equity Research, Risk Management, Financial Advisory, Valuation, Financial Risk, Asset Management, Alternative Investments, Due Diligence, Trading, Options, Wealth Management, Capital Markets, Finance, Investments, FX Options, Equity Valuation, Financial Modeling, Quantitative Analytics, Economics, Mutual Funds, Credit Risk, Financial Analysis, Hedge Funds, Investment Strategies, Emerging Markets, Investment Management, Series 7, Asset Managment, Structured Finance, Retirement Planning, Strategic Planning, Investment Advisory, Analysis, Mergers & Acquisitions, Bloomberg, Bonds, Banking, Corporate Finance
Education
Southern Methodist University - Cox School of Business 2002 — 2004
Bank of America Merrill Lynch 2009 - Present
Bank of America 2008 - Present
Sovereign Bank January 2007 - December 2008
Century Bank and Trust February 2005 - December 2007
Southern New Hampshire Bank & Trust August 2003 - December 2005
Skills
Credit, Banking, Financial Analysis, Loans, Portfolio Management, Finance, Underwriting, Financial Reporting, Software Documentation, Credit Analysis, Commercial Banking, Credit Risk
Education
Southern New Hampshire University 2000 — 2002
MBA, Business
Northern Essex College
AS, Business Administration
Southern New Hampshire University
BS, Finance & CIS
Wells Fargo June 2014 - Present
Technology Partners, Inc. (dba IMAGINE Software) May 2014 - June 2014
Bank of America June 2013 - May 2014
Wells Fargo August 2011 - May 2013
Skills
Analysis, Microsoft Excel, SDLC, SharePoint, Quality Assurance, Microsoft Office, Microsoft Word, Requirements Gathering, Access, Testing, Requirements Analysis, Microsoft Office..., Data Analysis, Outlook, CompTIA A+ Essentials, Waterfall, Database Concepts, Lean Six Sigma, Project Coordination, Project Governance, Data Entry, Business Requirements, Database Design, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Quality Center, Agile Methodologies, Business Analysis, Process Improvement, Customer Service, Information Technology, Microsoft SQL Server, T-SQL
Education
Southern New Hampshire University 2012 — 2015
Bachelor of Science (BS), BST Computer Information Technology, 3.78
Taurus Project Controls Consulting, Inc. August 2014 - Present
TD April 2013 - August 2014
TD 2011 - April 2013
TD 2010 - 2011
TD 2008 - 2010
TD 2006 - 2008
Bank of America 2003 - 2005
Putnam Investments 2001 - 2003
Skills
Strategy, Leadership, Management, Training, Sales, Business Development, Coaching, Relationship Management, Customer Retention, Customer Experience, Project Management, Employee Training, Recruiting, Selling, Sales Management, Customer Service, Business Strategy, Strategic Planning, Analysis, Talent Management, Customer Acquisition, Marketing, B2B Marketing Strategy, Employee Engagement, Employee Benefits, Operations Management, Marketing Communications, Strategic Communications, Public Speaking, Networking
Education
Southern New Hampshire University 2015 — 2016
Master’s Degree, Marketing
University of Maine 1984 — 1988
Bachelor of Arts (B.A.), Journalism
Fresenius Kabi USA March 2014 - Present
Bank of America October 2010 - December 2012
Education
Southern New Hampshire University 2014 — 2018
Bachelor's degree, Economics & Finance
Price Chopper Supermarkets October 2013 - Present
Carby Corporation November 2013 - December 2013
Sweet frog August 2013 - December 2013
Bank of America May 2010 - September 2013
Days Inn Hotel & Suites January 2011 - July 2013
Subway November 2006 - November 2010
Beardsley and Memorial Library August 2006 - November 2006
Skills
Customer Service, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, Data Entry, Sales, Food, Hospitality, Food Service
Education
Southern New Hampshire University
Associate of Science (A.S.), Accounting
Lincoln Culinary Institute 2008 — 2010
Technical Diploma, Culinary Arts/Chef Training
W F Kaynor Technical High School 2006 — 2008
High School Diploma, Culinary Arts/Chef Training
Oliver Wolcott Regional Vocational Technical Sch 2004 — 2006
High School Diploma, Culinary Arts/Chef Training
Bank of America March 2013 - Present
Bank of Kansas City September 2012 - March 2013
Bank of America March 2010 - September 2012
BankMortgageSolutions, LLC October 2008 - February 2010
Franklin Bank 2006 - 2008
Associates 1998 - 2001
Skills
Mortgage Lending, Credit, Real Estate, FHA, Loans, Refinance, Loan Origination, Mortgage Banking, Residential Mortgages, Credit Analysis, Banking, USDA, Strategic Planning, Coaching, Credit Unions, Wealth Management, Operations Management, Financial Modeling, Commercial Lending, Construction Loans, Consumer Lending, Lines Of Credit
Education
Southern Nazarene University 1995 — 1999
Bachelor of Science, Finance
First United Bank July 2013 - Present
BB&T May 2007 - July 2013
Grand Bank 2004 - 2007
Legacy Texas Bank 1995 - 2004
Bank of America 1993 - 1995
Skills
Asset Managment, Loans, Credit Risk, Lines Of Credit, Construction Loans, Asset Management, Commercial Lending, Commercial Banking, Financial Modeling, Credit Analysis, Portfolio Management, Commercial Mortgages, Small Business Lending, Underwriting, Credit, Loan Origination
Education
Southern Methodist University - Cox School of Business 1980 — 1982
BBA, Finance
Academy Mortgage Corporation October 2014 - Present
Axia Home Loans January 2014 - April 2014
HomeStreet Bank December 2011 - April 2013
JPMorgan Chase April 2009 - October 2011
Bank of America January 2004 - April 2009
First Horizon Home Loans 1999 - 2004
Skills
Small Business Lending, Loans, Refinance, Consumer Lending, Certified Mortgage..., Investment Properties, Mortgage Underwriting, Home Equity Loans, Commercial Lending, Credit Analysis, Home Equity Lines of..., Reverse Mortgages, Loss Mitigation, Underwriting, Mortgage Servicing, Real Estate, Lines Of Credit, REO, Financial Risk, Loan Servicing, Loan Origination
Education
Southern Methodist University Dedman School of Law 2005 — 2009
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Southern Methodist University - Cox School of Business 2004 — 2009
Master of Business Administration (M.B.A.), Banking and Financial Support Services
Albertson College 1993 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
Good Returns Group December 2014 - Present
KPMG October 2014 - December 2014
KPMG November 2013 - September 2014
Bank of America July 2012 - November 2013
Bank of America June 2011 - June 2012
SMU Cox School of Business August 2007 - September 2011
Infinium Capital Management June 2009 - August 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Finance, Internal Audit, Financial Analysis, Bloomberg, Due Diligence, Investments, Financial Services, Portfolio Management, Investment Banking, Capital Markets, Risk Management, Bloomberg Terminal, Credit Analysis, Equities, Banking, Accounting, Economics, Financial Reporting, Credit, Private Equity
Education
Southern Methodist University - Cox School of Business 2007 — 2011
BBA, Finance
Danish Institute for Study Abroad 2010 — 2010
C&S Wholesale Grocers July 2015 - Present
Longhorn Steakhouse January 2010 - Present
C&S Wholesale Grocers November 2014 - July 2015
C&S Wholesale Grocers July 2012 - November 2014
Bank of America June 2010 - June 2012
Skills
Customer Service, Microsoft Word, Onboarding, Human Resources, Team-oriented, Talent Acquisition, Teamwork, Social Media, Time Management, Cold Calling, Organization, Outlook, Management, Recruiting, Leadership, Training, Microsoft Excel, Applicant Tracking..., Process Improvement, Process Scheduler, Talent Management, Sales, Customer Satisfaction, Networking, Project Management, Sourcing, Project Planning, Marketing, Employee Relations, Negotiation, Team Building, Hiring, Inventory Management, Customer Retention, Team Leadership, Employee Training, Social Networking, Operations Management, Performance Management, Leadership Development, Coaching
Education
Southern New Hampshire University 2014 — 2016
Master of Science (MS), Operations and Project Management
Southern NH University 2013 — 2014
Graduate Certification, Project Management
Southern New Hampshire University 2006 — 2009
BS in Business Administration with an Organizational Leadership Concentration, Minor in Fine Arts and Humanities
St. Bernards Central Catholic High School
Bottomline Technologies January 2014 - Present
Bottomline Technologies December 2013 - Present
Bank of America May 2013 - December 2013
AT&T Mobility November 2007 - May 2013
Weathervane Seafoods March 2001 - November 2007
Skills
Computer Hardware, Customer Relations, Cold Calling, Sales Operations, Customer Service, Sales, Customer Satisfaction, Solution Selling, Forecasting, Wireless, Telecommunications, Direct Sales, Salesforce.com, Sales Process, Sales Management, Mobile Devices, Customer Retention, Account Management
Education
Southern New Hampshire University 2011 — 2015
Master's Degree, Information Technology
University of Southern Maine 2003 — 2008
Bachelor's degree, Marketing
University of Southern Maine - School of Business 2003 — 2008
Bachelor's degree, Business Marketing
Weokie Credit Union February 2012 - Present
Bank of America February 2011 - February 2012
Tinker Federal Credit Union December 2007 - February 2011
American General Finance September 1997 - December 2007
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Leadership, Loan Origination, Loans, Management, Mortgage Lending, Risk Management, Sales Management, Strategic Planning, Team Building
Education
Southern Nazarene University 2008 — 2010
M.B.A., Management
University of Oklahoma 1993 — 1997
B.A., Major in History with minors in Political Science, English Literature, and Management
KPMG US April 2010 - Present
Metavante March 2008 - April 2010
FIS March 2008 - April 2010
LandSafe - Subsidiary of Countrywide Financial August 2007 - March 2008
BearingPoint Consulting January 2005 - August 2007
Bank of America September 2000 - January 2005
Skills
Analysis, Business Analysis, Business Strategy, CRM, Competitive Analysis, Financial Analysis, PMP, Management, Process Improvement, Product Management, Project Management, Requirements Gathering, SDLC, Strategic Planning, Strategy, Team Management
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance and Strategy
University of North Texas 1996 — 2000
BBA, Business
BankUnited March 2011 - February 2013
BankUnited July 2010 - March 2011
BankUnited October 2004 - July 2010
Bank of America March 2001 - October 2004
Skills
Customer Service, Financial Analysis, Information Systems, Business Development, Training, Management, Sales Management, Banking, Retail Banking, Loans, Analysis, Mortgage Lending, Risk Management, Commercial Banking, Consumer Lending, Investments, Commercial Lending, Financial Risk, Financial Services, Credit, Insurance, Cross Selling, Credit Analysis, Portfolio Management, Lines Of Credit
Education
Southern New Hampshire University 1994 — 1996
MBA, Business Admin & Human Resources
US Trust November 2012 - Present
Bank of America August 2005 - November 2012
Skills
Customer Service, Sales, Lines Of Credit, Personal Banking, Loans, Credit, Home Equity Lines of..., Retail Banking, Cross Selling, Private Banking, Banking Relationships, Credit Cards, Banking, Portfolio Management, AML
Education
Southern New Hampshire University 2014 — 2016
Bachelor's degree, Business / Marketing
Wentworth Institute of Technology
CNL Commercial Real Estate October 2015 - Present
Cushman & Wakefield Thalhimer March 2012 - September 2015
Bank of America February 2004 - March 2012
Grandbridge Real Estate Capital 2003 - 2004
AIC Ventures Dallas 2002 - 2003
Education
Southern Methodist University - Cox School of Business 2001 — 2003
MBA
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Science
Medicus Healthcare Solutions October 2012 - Present
Enterprise Rent-A-Car July 2011 - October 2012
Bank of America August 2010 - July 2011
New Hampshire International Trade Resource Center January 2010 - May 2010
Skills
Recruiting, Customer Service, Account Management, Cold Calling, Management, Sales, Market Research, Healthcare, Microsoft Office, Microsoft Excel, Human Resources, Social Networking, Outlook, PowerPoint, Social Media, Microsoft Word, Screening Resumes, Schedules, Relationship Building, Project Management
Education
Southern New Hampshire University 2008 — 2010
Bachelor of Science, International Business; International Management
Herkimer County Community College 2006 — 2008
Associate Degree, General Studies
DCHS
Capital One Bank October 2012 - Present
Bank of America Merrill Lynch December 2009 - October 2012
Bank of America July 2008 - December 2009
Skills
Corporate Finance, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Portfolio Management, Commercial Lending, Valuation, Banking, Credit, Treasury Management, Oil & Gas Industry, Healthcare, Automotive, Risk Management, Credit Risk, Due Diligence, Capital Markets, Cash Management, Finance, Investment Banking, Financial Services, Private Equity, Asset Management
Education
Southern Methodist University - Cox School of Business 2006 — 2008
MBA, Finance/Accounting
Bank of America November 2010 - November 2013
First Federal Savings and Loan Association of San Rafael December 2008 - November 2010
Residential Mortgage Capital March 2007 - August 2007
Residential Mortgage Capital January 2005 - March 2007
GreenPoint Mortgage August 2003 - December 2004
McGlinchy, Stafford, and Youngblood & Bendalin, PLLC August 2002 - August 2003
Provident Funding Associates L.P. January 2001 - March 2002
Skills
Portfolio Management, Project Management, Leadership, Research, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Customer Service, Mortgage Servicing, Credit, Consumer Lending, FHA, Risk Management, Credit Analysis, Underwriting, Loan Servicing, Loss Mitigation, Refinance, Title Insurance, Residential Mortgages, Mortgage Underwriting, Funding, Investment Properties, Banking, Title Defects, Quiet Title Actions, Title Curative, Organizational..., Mortgage Fraud
Education
Los Angeles Pierce College 1995 — 1998
AA, Liberal Arts and Sciences, General Studies and Humanities
Southern New Hampshire University
Bachelor's degree, Operations and Project Management
FedEx Services August 2010 - Present
Bank of America September 2009 - July 2010
Fedex Kinkos March 2008 - September 2009
Bearing Point December 2006 - March 2008
Sprint September 2004 - December 2006
Tata Consultancy Services April 2001 - May 2004
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Southern Methodist University - Cox School of Business 2015 — 2015
Executive Education - Management and Leadership
Sri Venkateswara University College of Engineering 1996 — 2000
BS Computer Science & Engineering
Kendriya Vidyalaya Surat
High School
BodyAfter March 2015 - Present
Women's Fitness Studio & Spa July 2013 - Present
UnderEater February 2011 - January 2015
Bank of America February 2013 - April 2013
Famous Footwear March 2010 - February 2013
Starbucks May 2006 - March 2010
Skills
Personal Training, Customer Service, HTML 5, CSS, GIMP, Personal Development, Team Management, Retail Sales, Networking, Project Management, Team Building, Visual Merchandising, Store Management, Loss Prevention, Store Operations, Inventory Management, Training, Employee Training
Education
National Academy of Sports Medicine 2013 — 2013
Certified Personal Trainer, Women's Fitness
University of Maine at Farmington 2003 — 2004
Southern New Hampshire University
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Cantey Hanger LLP April 2015 - Present
LegacyTexas Bank April 2013 - March 2015
Bank of America March 2011 - April 2013
Bank of America February 2008 - February 2011
KPFC 89.1/91.9 FM August 2002 - March 2004
Skills
Consumer Lending, Branch Management, Small Business Lending, Loans, Retail Banking, Public Speaking, Legal Research, Radio Broadcasting, Play-by-play, Color Commentary, Banking, Mortgage Banking, Mortgage Lending, Loan Origination, Credit, Legal Writing, Management, Leadership, Finance, Mergers & Acquisitions, Due Diligence, Courts, Commercial Litigation, Litigation, Mediation
Education
Southern Methodist University Dedman School of Law 2009 — 2013
Juris Doctor, Law
University of North Texas 2002 — 2006
BA, Political Science and Government
CVS Health December 2014 - Present
Columbia Management May 2011 - December 2014
Columbia Management January 2008 - May 2011
Bank of America June 2007 - January 2008
Bank of America December 2005 - June 2007
Skills
Call Center, Microsoft Excel, Customer Service, Outlook, Risk Management, Financial Analysis, Process Improvement, Microsoft Office, PowerPoint, Call Centers, Banking, Management, Data Analysis, Access, Insurance, Analysis, Leadership
Education
Southern New Hampshire University 2014 — 2018
Bachelor's Degree, Information Technology / Cybersecurity
Bank of America April 2014 - Present
TD Bank Group November 2010 - April 2014
Skills
Customer Service, Loan Origination, Residential Mortgages, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Small Business
Education
Southern New Hampshire University 2015 — 2019
Data Analytics, Information Technology
Bank of America February 2014 - February 2015
Bank of America April 2008 - February 2015
Skills
Workforce Management, Aspect ACD, Microsoft Office, Avaya, Project Planning, Project Management, Team Leadership, Mortgage Servicing, AS400 system, AS400 Administration, Written & Oral..., Banking, Vendor Management, Loss Mitigation, Credit Cards, Call Centers, Risk Management, Management, Business Analysis
Education
Southern New Hampshire University 2014 — 2016
Operations and Project Management
Tarrant County College 2010 — 2013
Bank of America January 2014 - Present
CoreLogic July 2011 - May 2013
Beckman Coulter/Olympus Corporation of America August 2005 - July 2010
Concentra Health Services 1999 - 2003
Skills
Medical Devices, FDA, XMetal, GMP, RoboHelp, Regulatory Affairs, FrameMaker, DITA, Quality System, Software Documentation, Online Help, Technical Documentation, Technical Writing, User Documentation, Documentum, Guides, Wikis, Technical Editing, DITA XML, MadCap Flare, Structured Authoring, Regulatory Requirements, ISO 13485, User Assistance, Camtasia, Information Mapping, Style Guides, SGML, Manuals, Online Help Development, Release Notes, Technical Communication, Information Development, White Papers, Single Sourcing, Confluence, Technical Training, S1000D, Captivate, Quality Assurance, Pagemaker, Arbortext, Analytical Chemistry, Proofreading, Document Management, Content Management, SnagIt, Cross-functional Team..., Training Manuals, Chemistry
Education
The University of Dallas 1976 — 1981
Certificates, Moral Theology, Bible History, Bible Crit.
Southern Methodist University - Cox School of Business
Cert, First Line Management
Bank of America August 2013 - Present
Skills
Customer Service, Microsoft Office, Microsoft Word, English, Team Building, Credit, Microsoft Excel, Management, PowerPoint
Education
Southern New Hampshire University
Bank of America May 2014 - Present
Michael Kors November 2011 - May 2014
Rue 21 April 2011 - November 2011
Charlotte Russe March 2008 - February 2011
Skills
Loss Prevention, Store Operations, Sales, Clienteling, Driving Results, Customer Service, Handbags, POS, Inventory Control, Time Management, Inventory Management, Visual Merchandising, Window Displays, Retail Sales, Retail
Education
Southern New Hampshire University
Bachelor of Science (B.S.), Fashion Merchandising and Management
SANTANDER INVESTMENT SECURITIES November 2013 - Present
Morgan Stanley Wealth Management February 2012 - November 2013
Bank of America February 2008 - April 2011
BAE Systems March 2009 - November 2009
Skills
401k Rollovers, IRAs, Financial Analysis, Retirement Planning, 403 b, Asset Managment, Wealth Management, Halal Investing Sharia...
Education
Southern New Hampshire University 2006 — 2008
Bachelor of Science (BS), Business Management /Hospitality Administration
Oxnard College / Ventura County Community College District 2001 — 2003
Associate of Science (A.S.), Hotel/Motel Administration/Management
Chekka High School
E-business Entrepeneur July 2014 - Present
Bank of America August 2009 - July 2014
Wachovia, A Wells Fargo Company December 2007 - June 2009
United Guaranty Corporation February 2006 - July 2008
UNITED GUARANTY MORTGAGE INSURANCE February 2006 - December 2007
Triad Guaranty 2007 - 2007
Genworth Financial 2004 - 2006
Countrywide Home Loans 1999 - 2003
Skills
Underwriting, Banking, Credit, Credit Analysis, Credit Risk, Customer Service, FHA, Investment Properties, Leadership, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Quality Assurance, Refinance, Residential Mortgages, Six Sigma, Time Management
Education
Southern Nazarene University 1998 — 2000
BS, Organizational Leadership/Business Management
Southwestern Oklahoma State University 1993 — 1998
Associate, Business Management
Cheyenne High School 1989 — 1993
HS Diploma
Bank of America August 2013 - Present
Sovereign Bank 2008 - 2013
TD Bank July 2007 - March 2008
Citizens Bank November 2005 - July 2007
Finish Line November 2003 - October 2005
Skills
Finance, Banking, Banking Solutions, Business Solution, Management, Recruiting, Sales, Human Resources, Customer Service, Small Business Lending, Consumer Lending, Investments, Commercial Lending, Branch Banking, Loans, Retail Banking, Accounting, Commercial Banking, Credit, Credit Analysis, Branch Management, Mortgage Lending, Loan Origination, Lines Of Credit
Education
Southern New Hampshire University 2000 — 2003
Bachelor of Science-Sport Management, Minor in Finance
University of Massachusetts 1998 — 2000
Alvirne High School 1994 — 1998
Diploma
HRC Total Solutions April 2007 - August 2013
Bank of America 2004 - March 2007
Fidelity Investments 2000 - 2004
Skills
Team Building, Management, Leadership, Insurance, Account Management, Business Analysis, Coaching, Employee Relations, Leadership Development, Microsoft Word, Organizational..., Strategic Planning, Training, Sales, Customer Service
Education
Southern NH University 1994 — 1999
Business Administration and Management, General
MedAssets October 2013 - Present
Bank of America March 2010 - October 2013
MedAssets January 2009 - February 2010
MedAssets June 2007 - December 2008
Skills
Project Management, Team Leadership, Strategic Planning, Strategy, Business Analysis, Business Process..., Software Project..., Microsoft Excel, Management, Financial Modeling, Program Management, Operations Management, CRM, Product Management, PowerPoint, Business Strategy, Process Improvement, Executive Reporting, Finance, Change Management, Analysis, Organizational..., Data Analysis, Cross-functional Team..., Performance Management, Vendor Management, Leadership, Risk Management, Team Building, Excel, Problem Solving, Scrum, HIPAA, User Interface Design, Project Documentation, Product Training, Product Marketing
Education
Southern Methodist University - Cox School of Business 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Texas at Dallas - Naveen Jindal School of Management 1999 — 2003
Business Administration, Management Information Systems
The Cheesecake Factory May 2013 - Present
TGI Fridays May 2012 - May 2013
Bank of America September 2002 - March 2012
US Cellular-Answer Wireless April 2000 - September 2002
Catholic Medical Center July 1994 - April 2000
Skills
Recruiting, Human Resources, Onboarding, Sourcing, HRIS, Leadership, Management, Applicant Tracking..., Talent Acquisition, College Recruiting, Employee Relations, Technical Recruiting, Talent Management, Retail, Internet Recruiting, Employee Engagement, Performance Management, New Hire Orientations, Interviews, Succession Planning, Hiring, Building Relationships, Cold Calling, Taleo, Sales, Temporary Placement, Benefits Negotiation, Screening Resumes
Education
Southern New Hampshire University 1990 — 1994
BS, Business Administration
Derryfield School
Diploma
Goldman Sachs February 2013 - Present
Bank of America October 2011 - February 2013
RBC Capital Markets June 2005 - September 2011
RBC Capital Markets June 2004 - May 2005
UBS August 2002 - May 2004
Morgan Stanley (legacy Salomon Smith Barney) January 2001 - May 2001
Skills
Cash Flow Forecasting, Loans, Debt, Securitization, Financial Modeling, Intex Desktop, Intex, Stratification, Credit, Finance, Valuation
Education
Southern Methodist University - Cox School of Business 2009 — 2011
MBA, Finance, Strategy & Entrepreneurship
Charles University - Prague, Czech Republic 2010 — 2010
MBA Summer Abroad, Economics, Strategy
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance; Double Minor in Accounting and Sociology
American Contract Group March 2013 - Present
Bridgepoint Consulting May 2012 - March 2013
Oxford & Associates August 2011 - April 2012
Telamon Insurance & Financial Network April 2010 - June 2011
ADP February 2007 - January 2010
Bank of America April 2005 - November 2006
Enterprise Fleet Services August 2003 - March 2005
Enterprise Rent-A-Car June 1997 - August 2003
Skills
Sales, Marketing
Education
New Hampshire College 1993 — 1997
Bachelor's Degree, Sports and Business Management
Southern New Hampshire University 1993 — 1997
Bachelors, Business Administration
North Andover High School 1989 — 1993
Community Reinvestment Solutions 2006 - Present
NeighborWorks America 1997 - Present
Neighborhood Housing Services of Phoenix 1993 - December 2011
Phoenix IDA 2002 - 2009
Bank of America 1997 - 2000
Skills
Non-profits, Public Speaking, Strategic Planning, Organizational..., Grant Writing, Grants, Public Policy, Management Consulting, Business Planning, Research, Capacity Building, Compliance, Affordable Housing, Entrepreneurship, Business Strategy, Change Management, Curriculum Development, Nonprofits, Leadership Development, Program Development, Volunteer Management, Board Development, Program Evaluation, Workshop Facilitation
Education
Southern New Hampshire University 2006 — 2008
MA Community and Economic Development, Nonprofit Management
International Business Initiatives LLC January 2008 - Present
First East Side Savings Bank March 2012 - October 2012
IFG Project Resourcing February 2010 - March 2012
Bank of America October 2004 - December 2007
Bank of America, Mexico August 1994 - September 2004
Bank of Boston 1991 - 1994
Bank of Boston 1990 - 1991
Bank of Boston 1988 - 1990
Bank of Boston 1983 - 1988
Skills
Risk Management, Leadership, Due Diligence, Financial Analysis, Mergers, Strategy, Change Management, Investment Banking, Management, Accounting, Restructuring, Team Building, Business Strategy, Capital Markets, Commercial Banking, Financial Modeling, Financial Risk, Auditing, Budgets, Financial Services, Strategic Planning, Analysis, Internal Audit, Internal Controls, Banking, Management Consulting, Recruiting, Business Development, Portfolio Management, Derivatives, Credit Risk, Private Equity, Treasury Management, Credit Analysis, Process Improvement, Executive Management, Investments, Operational Risk..., Valuation, Asset Management, Enterprise Risk..., Business Planning, Corporate Governance, Governance, Managerial Finance, Sarbanes-Oxley Act, Consolidation, Acquisition Integration, Business Process..., Mergers
Education
Southern New Hampshire University 1991 — 1993
MBA, Business Administration
Southern New Hampshire University 1975 — 1979
BS, Accounting
First United Bank 2014 - 2015
Virtus Real Estate Capital 2012 - 2014
Morgan Stanley Private Bank, N.A. 2010 - 2012
Bank of America 2005 - 2009
Bank of the West 2004 - 2005
California Bank & Trust 1998 - 2004
Bank One and Guaranty Bank 1990 - 1998
Skills
Loans, Portfolio Management, Risk Management, Underwriting, Capital Markets, Construction Loans, Business Development, Negotiation, Asset Managment, Real Estate Financing, Key Account Management, Loan Origination, Commercial Real Estate..., Commercial Real Estate..., Real Estate Due..., Legal Documents, Debt Restructuring, Financial Reporting, Debt & Equity Financing, Investment Property..., Lines Of Credit, Bridge Loans, Term Loan, CMBS, Seniors Housing, Student Housing, Self Storage, Medical Office, Apartments, Hotels, Office Buildings, Industrial Buildings, REIT, Cost Accounting, Investments, Finance, Banking
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), MBA
Bank of America July 2014 - Present
Bank of America February 2012 - July 2014
Bank of America February 2010 - February 2012
Bank of America July 2009 - March 2011
Bank of America March 2006 - July 2009
Bank of America October 2004 - March 2006
Bank of America January 2003 - November 2004
Compaq Computers January 1997 - January 2003
Boeing Aerospace Operations November 1995 - January 1997
United States Air Force October 1985 - October 1995
Skills
Process Improvement, Vendor Management, Credit, Financial Analysis, CRM, Forecasting, @Risk, Market, High Performance Teams, Risk Management, Banking, Operational Risk..., Financial Risk, Six Sigma, Mortgage Lending, Portfolio Management, Commercial Banking
Education
Southern Nazarene University 1995 — 1997
Masters of Science, Business
Southern Nazarene University 1993 — 1995
Bachelor of Science, Management
MidFirst Bank June 2009 - Present
Bank of America December 2003 - August 2008
Citi January 2001 - February 2003
Midwest Mortgage Group December 1999 - January 2001
MidFirst Bank April 1997 - November 1999
Skills
Banking, Credit, Credit Analysis, FHA, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, REO
Education
Southern Nazarene University 1995 — 1999
BS, Finance
ABG Sundal Collier June 2010 - Present
Ernst & Young January 2010 - June 2010
RBC Capital Markets July 2007 - January 2010
Bank of America August 2002 - July 2007
Morgan Stanley Dean Witter December 1997 - April 2001
Skills
Derivatives, Risk Management, Financial Services, Financial Analysis, Financial Modeling, Hedge Funds, Market Risk, Investment Banking, Due Diligence, Investments, Portfolio Management, Fixed Income, Financial Risk, Finance, Equities, Valuation, Operational Risk..., Regulatory Compliance, Capital Markets
Education
CFA Institute 2002 — 2005
CFA, Financial Analysis
Southern Methodist University - Cox School of Business 1998 — 2000
MBA, Finance
The University of Texas at Austin 1993 — 1997
Bachelor of Journalism, Photojournalism
PwC April 2013 - Present
PwC April 2010 - March 2013
PricewaterhouseCoopers January 2009 - April 2010
PricewaterhouseCoopers July 2007 - January 2009
PricewaterhouseCoopers March 2004 - July 2007
PricewaterhouseCoopers January 2000 - March 2004
Northern Trust May 1991 - January 2000
Bank of America January 1990 - May 1991
Chase Manhattan Corporation August 1987 - January 1990
Skills
Marketing Strategy, Strategic Planning, Business Strategy, Strategy, Business Development, New Business Development, Management Consulting, Leadership, Sales Management, Account Management, Change Management, Project Management
Education
The University of Texas at Austin 1983 — 1987
BBA, Marketing
Southern Methodist University - Cox School of Business 1993 — 1994
Graduate Certificate, Marketing
Bank of America July 2008 - Present
Pinnacle Mortgage 2007 - 2008
Green Point Mortgage March 2007 - October 2007
Argent Mortgage 2005 - 2007
Direct Capital 2002 - 2005
Alley Cat Pizzeria August 1998 - October 2002
Skills
Residential Homes, Credit, Loans, Credit Analysis, Mortgage Lending, Commercial Lending, Banking, Small Business Lending, Commercial Banking, Mortgage Banking, Consumer Lending, Loan Origination
Education
Southern New Hampshire University 1994 — 1998
BS, Business/Corporate Communications
Cavalier Telephone March 2005 - Present
Bank of America March 1997 - December 2004
Skills
Sales, Customer Satisfaction, Telecommunications, Customer Service, Vendor Management, Customer Retention, Call Centers, Call Center, Leadership, Customer Experience, Account Management, Selling, Solution Selling, Product Management, Managed Services, Salesforce.com, Sales Operations, Sales Process, VoIP, Wireless, Unified Communications, Sales Management
Education
Southern New Hampshire University 1979 — 1982
Black Knight Financial Services 2012 - Present
Bank of America September 2011 - November 2012
Bank of America September 2008 - December 2010
Skills
Marketing Program Design, Marketing Strategy, Brand Management, Sponsorship Marketing, Quantitative Analytics, Qualitative Research, Team Building, Team Leadership, Guest Lecturing, Marketing, Sponsorship, Relationship Marketing, Segmentation, Analytics, Marketing Communications, Training, Loans, Process Improvement, Relationship Management, Risk Management, Financial Services, Credit Cards, Vendor Management, CRM, Banking, Portfolio Management, Executive Management, Leadership, Credit, Business Analysis, Mortgage Lending, Analysis, Management, Retail Banking
Education
University of Arkansas 1993 — 1995
MBA, Quantitative Analysis
Southern Methodist University - Cox School of Business 1985 — 1989
Bachelor of Arts (B.A.), French Language and Literature
Bank of America February 2002 - Present
Education
Southern Methodist University - Cox School of Business 1997 — 2001
Bank of America Assistant General CounselBank of America/Merrill Lynch1984 - Present
Skills
Banking, Mergers & Acquisitions, Risk Management, Due Diligence, Corporate Law
Education
Southern Methodist University Dedman School of Law 1979 — 1982
JD
The University of Texas at Austin 1975 — 1978
BA, History, Government
Bank of America 2005 - 2007
GTECH 1999 - 2001
HPSC Financial Services February 1995 - May 1999
Skills
Salesforce.com, Process Improvement
Education
Southern New Hampshire University 1989 — 1994
Belmont High School
MidFirst Bank August 2006 - Present
Local Oklahoma Bank 2001 - 2005
Bank of America 1989 - 1998
Skills
Banking, Commercial Banking, Treasury Management, Cash Management, Relationship Management, Cross Selling, Product Management
Education
Southern Nazarene University
Bachelor's degree, Business Administration and Management, General
TIAA-CREF May 2010 - Present
Bank of America October 2007 - July 2010
Bank of America December 2006 - October 2007
Bank of America 2006 - 2007
Bank of America 2004 - 2005
Williams Communications 2000 - 2002
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Finance
Sabre Airline Solutions May 2013 - Present
Bank of America November 2009 - May 2013
Walmart January 2009 - November 2009
Bank of America April 2008 - January 2009
Infosys October 2005 - April 2008
Skills
SDLC, Requirements Analysis, Project Management, Business Analytics, SAS programming, Predictive Analytics, Data Modeling, Agile Methodologies, Informatica, Test Planning, Oracle, Core Java, Struts, Marketing Strategy, Spring, Quality Center, Decision Modeling, Business Intelligence, Database Design, Software Project..., Requirements Gathering, Data Warehousing, Business Analysis, Management, Consulting, SQL, Program Management, Strategy
Education
Southern Methodist University - Cox School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy & Marketing Research
University of Rajasthan 2001 — 2005
Bachelor of Engineering (Hons), Computer Science
High school
India International School
Bank of America April 2015 - Present
Bank of America February 2014 - April 2015
Bank of America December 2012 - February 2014
Bank of America March 2012 - December 2012
Bank of America April 2011 - March 2012
Bank of America January 2006 - April 2011
Bank of America May 2003 - January 2006
Skills
Loans, Mortgage Banking, Mortgage Lending, Loan Origination, Credit, Refinance, Finance, Call Centers, Funding, Banking, Credit Analysis
Education
Southern New Hampshire University 2014 — 2018
Forensic Accounting and Fraud Examination
Pascagoula High School 1986 — 1990
Nationstar Mortgage June 2015 - Present
Bank of America August 2011 - March 2015
Fannie Mae August 2009 - August 2011
Bank of America Home Loans April 2006 - June 2009
Crescent Real Estate 2005 - 2006
Colonial Savings November 1998 - March 2005
First Horizon Home Loan January 1998 - November 1998
First Horizon 1993 - 1998
Skills
Project Coordination, Project Planning, Due Diligence, Loans, Mortgage, Servicing, Auditing, Compliance, Risk Management, Process Improvement, Internal Controls, Risk, Underwriting, Audit, Risk Assessment, Credit, Banking, Excel, Mortgage Banking, GSE Compliance, Project Management, Mortgage Servicing, Internal Audit, Credit Risk, Operational Risk, Loan Servicing, Credit Analysis, Mortgage Lending, Financial Risk, Finance, Management, Loan Origination, Financial Analysis
Education
University of Central Oklahoma 1980 — 1981
BS, Accounting
Southern Nazarene University 1975 — 1980
Business
Cushing Asset Management LP 2005 - Present
Swank Capital 2005 - 2009
Family Office 2004 - 2005
Bank of America 2001 - 2004
Skills
Investments, Portfolio Management, Hedge Funds, Investment Management, Asset Managment, Equities, Asset Allocation, Private Equity
Education
Edwin L Cox School of Business 1988 — 1989
Master of Business Administration (MBA), Finance, General
Southern Methodist University - Cox School of Business 1980 — 1984
Bachelor of Business Administration (BBA), Finance and Financial Management Services
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
Sammons Enterprises, Inc. October 2011 - Present
Federal Deposit Insurance Corporation June 2009 - October 2011
Bank of America April 1992 - March 2009
Hughes & Luce, LLP May 1980 - January 1991
Skills
Commercial Lending, Loans, Consumer Lending, Financial Regulation, Corporate Law, Banking, Mergers & Acquisitions, Real Estate, Executive Management, Securities Regulation, Commercial Real Estate, Bankruptcy, Financial Services, Asset Management, Privacy Law, Banking Law, Corporate Governance, Employment Law, Risk Management, Mergers, Due Diligence, Securities, Litigation Management, Acquisitions, Finance
Education
Southern Methodist University Dedman School of Law 1977 — 1980
jd, law
Texas Christian University 1971 — 1973
M.A., English
Texas Christian University 1967 — 1971
B.A., English & French
Arlington High School 1964 — 1967
diploma
Bank of America June 2011 - Present
Bank of America October 2008 - December 2010
Bank of America June 2006 - October 2008
Education
University of Phoenix - Online Program 2002 — 2004
MBA
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Management Info Systems
Bank of America July 2011 - Present
Education
Southern Nazarene University
Greenline Partners 2012 - Present
Bridgewater Associates 2010 - 2012
Bank of America 2002 - 2010
Montgomery Securities 1998 - 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Wealth Management, Investment Management, Risk Parity, Asset Allocation, Global Tactical Asset..., Tactical Asset..., LDI, Pension Funds, Institutional..., Portfolio Management, Portfolio Risk, Manager Selection, Investments, Asset Management, Private Equity, Investment Advisory, High Net Worth..., Investment Strategies, Wealth Management..., Derivatives, Mutual Funds, Securities
Education
Southern Methodist University - Cox School of Business 1990 — 1991
Master of Business Administration (MBA), Finance, General
University of Washington 1984 — 1988
Bachelor of Arts (B.A.), Political Science
Legacy Mutual Mortgage March 2015 - Present
United Lending (Network Funding LP NMLS 2297) March 2011 - February 2015
Elite Financing Group, Inc February 2009 - March 2011
Bank of America March 2008 - February 2009
Countrywide Home Loans August 2005 - March 2008
Skills
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Loans, VA loans, USDA, Residential Mortgages, Credit, FHA financing, Certified Mortgage..., Investment Properties, First Time Home Buyers, Real Estate, Reverse Mortgages, Underwriting, Banking, Government Loans, Investments, Finance, Home Equity Loans, Mortgage Underwriting, Real Estate Transactions, Sales, Real Estate Financing, Construction Loans, Non-Conforming, Sellers, Referrals, VA Loans, FHA Financing
Education
Southern Methodist University - Cox School of Business 2001 — 2005
Finance, Finance, Psychology
ADP June 2015 - Present
Bank of America April 2013 - June 2015
Bank of America October 2011 - April 2013
Bank of America January 2007 - October 2011
Harvard Management, Inc September 2005 - October 2006
Winn Residential August 2003 - September 2005
Crosland, Inc January 2001 - January 2003
Skills
Banking, Financial Analysis, Customer Service, Budgets, Risk Management, Relationship Management, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Microsoft Word, Cash Management, Cross Selling, Team Leadership, Customer Satisfaction, Outlook, Leadership, Marketing, Financial Services, Financial Risk, Management, Vendor Management, Research, Retail Banking, Deposits, Coaching, Change Management, Cash, Customer Experience, Branch Management, Team Building, Credit, Credit Cards, Branch Banking, KYC, Internet Banking, Operational Risk..., Operational Risk, Analysis, Business Development, Small Business Lending, Consumer Lending, Commercial Banking
Education
Southern New Hampshire University 2008 — 2012
MBA, Global MBA, Graduate Certificate in Leadership of Non-Profit Organizations
Global Masters of Business AdministrationSouthern New Hampshire University 2007 — 2012
Master of Business Administration (MBA), Human Resources Management and Services
Southern New Hampshire University 1997 — 2001
BS, Marketing
Southern New Hampshire University 1997 — 2001
Bachelors of Science, Marketing
Bank of America February 2005 - Present
Premier Air Inc. January 2006 - Present
Bank of America February 2005 - March 2009
Bank of America February 2005 - March 2009
Citizens Bank of Edmond July 2001 - April 2004
Skills
CRM, Leadership, Management, Team Leadership, Project Management, Risk Management, Data Analysis, Banking, PMP, Auditing, Marketing Strategy, Teamwork, Microsoft Excel, Time Management, Customer Experience, Forecasting
Education
Southern Nazarene University 2001 — 2003
Bachelors, Business
Airman Flight School
Commercial Pilot
Accentuate Staffing August 2013 - Present
Teleflex Medical May 2013 - August 2013
Biogen Idec October 2004 - September 2011
Powerware April 2002 - February 2004
RTI International August 2000 - November 2003
Menlo Worldwide June 2001 - January 2002
FedEx October 2000 - October 2000
Bank of America July 2000 - September 2000
Qualex May 2000 - July 2000
East Alabama Medical Center August 1998 - March 1999
Skills
Microsoft Office, Customer Service, Communication, Medical Terminology, Problem Solving, Analytical Skills, Highly self-motivated, Hardwork, Flexible to Change, Multi Tasking, Close Attention to..., Solid computer skills, Presentations, Written & Oral..., Meet Deadlines, Enthusiasm to learn, VNC, SAP, WMS, Biotechnology Industry, Drug Safety, Medical Compliance, Siebel, Oracle Applications, Lotus Notes, Quality Assurance, Call Centers, Management, Supervisory Experience
Education
Tuskegee University 1992 — 1996
Bachelor of Science (B.S.), Psychology
Southern New Hampshire University
Master of Business Administration (MBA)
Bank of America May 2011 - Present
Morningstar Mini Storage December 2009 - May 2011
Bank of America November 2006 - December 2009
Shurgard June 1999 - November 2006
Skills
Customer Service, Team Building, Banking, Sales Management, Strategic Planning, Sales, Budgets, Direct Sales, Employee Training, Organizational..., Training, Coaching, Property Management, Facilities Management, Operations Management, Auditing, Self Storage, Leases, Small Business, Loans, Management, Leadership, Credit, Public Speaking
Education
Southern Nazarene University
Southwestern Assemblies of God University
Dell April 2010 - Present
MetroPCS October 2007 - November 2009
Countrywide August 2006 - October 2007
Bank of America August 2000 - June 2004
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Finance
The University of Texas at Arlington 1998 — 2000
BBA, Finance
Electronic Data Systems 2000 - 2003
Comp USA 1998 - 2000
Coopers & Lybrand 1996 - 1998
Bank of America 1994 - 1996
Lomas Information Systems 1991 - 1994
Skills
Business Analysis, Requirements Gathering, Defining Requirements, Test Planning, Test Writing, Manual Test Execution, User Acceptance Testing, Software Implementation, Business Process..., SDLC, Visio, Test Cases, Business Requirements
Education
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Management Information Systems
City of Tulsa August 2006 - Present
St Joseph Monastery August 2005 - Present
Bank of America April 1989 - September 2004
Skills
Budgets, Account Reconciliation, Government, Access, Process Improvement, PowerPoint, Customer Service, Public Speaking, Supervisory Skills, Policy, Analysis
Education
Southern Nazarene University 1996 — 1997
B.S., Management of Human Resources, Business Administration and Management, General
Southwestern Christian College 1981 — 1983
AS, Business Administration
Bank of America March 2013 - Present
Bank of America April 2011 - March 2013
Staples 2002 - 2011
Target March 2000 - March 2002
Lonestar Steakhouse January 1998 - March 2000
Skills
Forecasting, Leadership, Management, Customer Service, Sales Management, Team Building, Sales, Team Leadership, Strategic Planning, Retail, Account Management, Profit, Cross-functional Team..., Customer Satisfaction, Business Analysis, Sales Operations, Credit, Retail Banking
Education
Southern New Hampshire University 2012 — 2015
Master's Degree, Finance
University of Massachusetts, Amherst 1992 — 1995
Bachelor of Science (B.S.), Restaurant management and HumanResource Management
Bank of America July 2005 - Present
Putnam Investments September 2002 - July 2005
Skills
Data Analysis, Access, XP, Microsoft Excel, Unix, Hardware, Active Directory, Windows Server, Help Desk Support, Disaster Recovery, Security, Networking, Lotus Notes, Analysis, Visio, Windows XP
Education
Southern New Hampshire University 2011 — 2015
Master of Business Administration (M.B.A.), Information Technology Management
University of Massachusetts Lowell 1998 — 2003
BSBA, MIS & Management
Bank of America January 2014 - Present
Bank of America Merrill Lynch June 2010 - December 2013
Bank of America Merrill Lynch January 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Investment Banking, Valuation, Bloomberg, Credit Analysis, Equity Research, Derivatives, Portfolio Management, Banking, Investments, Credit Risk, Credit, Due Diligence, Financial Structuring, Loans, Risk Management, Finance, Financial Risk, Commercial Banking, Commercial Lending, Financial Statement...
Education
Southern Methodist University - Cox School of Business
Finance
Bank of America June 2015 - Present
Lane Gorman Trubitt PLLC January 2015 - Present
Hail Merry LLC September 2014 - December 2014
Dale Operating Company February 2014 - June 2014
Thomson Reuters May 2013 - July 2013
Skills
New Business Development, Microsoft Excel, Salesforce.com, Microsoft Office, Microsoft Word, Sales Presentations, Risk Management, Compliance, Research, Event Planning, Leadership, Social Networking
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor's Degree, Accounting
Freddie Mac September 2014 - Present
Ellington Management Group June 2008 - August 2014
Bank of America May 2005 - June 2008
Education
Southern Methodist University - Cox School of Business 1988 — 1992
BBA, Finance
Bank of America October 2014 - Present
State Street September 2012 - October 2014
State Street March 2010 - August 2012
State Street February 2006 - March 2010
State Street August 2004 - February 2006
Skills
Internal Audit, Auditing Standards, Fund Administration, Budget Process, Budget Reconciliation, 1099 Preparation, Government Filings, Dividends, Cash Management, Account Reconciliation, Month End Close, Year-end Close, G/L Reconciliations, Accruals, General Ledger, Spanish
Education
Southern New Hampshire University 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2002 — 2008
Bachelor of Science (B.S.), Accounting
Bank of America April 2006 - Present
Thewisemanez Auctions January 2002 - Present
Skills
Computer-savvy, Computer Industry, Computer Repair, Ebay Sales, Sales
Education
Southern New Hampshire University
Bachelor's degree, Information Technology
TD November 2009 - Present
Bank of America November 2007 - November 2009
Citizens Bank May 2005 - July 2007
Skills
Banking, Retail Banking, Accounting, Microsoft Office, Management, Sales, Sales Management, Team Leadership, Leadership Development, Coaching, New Business Development, Business Development, Sales Operations, Branch Banking, Financial Guidance, Employee Training, Staff Development
Education
Southern New Hampshire University 2011 — 2015
Bachelor’s Degree, Finance, General, Magna Cum Laude
University of New Hampshire 2002 — 2006
Huffines Auto Dealerships May 2008 - Present
Bank of America January 2003 - April 2008
Skills
Operations Management, Team Management, Financial Reporting, Managerial Finance, Customer Retention, Customer Relations
Education
Southern Methodist University - Cox School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of America July 2015 - Present
Citizens Bank October 2012 - Present
Citizens Bank December 2006 - October 2012
Lowe's Companies, Inc. February 2005 - October 2005
The Home Depot 2003 - 2005
Skills
Management, Finance, Sales, Financial Analysis, Sales Operations, Customer Service, Onboarding, Cold Calling, Small Business, Consumer Lending, Customer Acquisition, Long-term Customer..., Notary Public
Education
Southern New Hampshire University 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Management and Operations
University of New Hampshire 2006 — 2012
Associate of Arts (A.A.), General Studies
Pinkerton Academy 1998 — 2002