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
Mariette Ferrier Mariette Ferrier's Bank of America Experience September 2012 - October 2013
Job Future ACE Health Coach/ Community Health Specialist/Health Scientist/Seeking Opportunities
Industry Health, Wellness and Fitness
Experience
Cobb County May 2015 - Present
L&T Health and Fitness October 2014 - Present
It's Your Health, Inc. February 2014 - Present
Bank of America September 2012 - October 2013
Bank of America February 2011 - May 2012
Bank of America November 2007 - May 2011
WellStar Health System September 2009 - June 2010
Skills
PowerPoint, Marketing, Account Receivable..., Multi Tasking, Customer Service, Microsoft Excel, Organization, Risk Assessment, Laboratory Skills, Microsoft Word, Medical Terminology, Community Outreach, Management
Education
Kennesaw State University 2010 — 2013
Bachelor of Science (BS), Exercise and Health Science
Georgia Perimeter College 2006 — 2008
Associate of Science (AS), Biology, General
South Cobb High school 2001 — 2005
Stanford University 2014 — 2015
Child Nutrition and Cooking
Cobb County May 2015 - Present
L&T Health and Fitness October 2014 - Present
It's Your Health, Inc. February 2014 - Present
Bank of America September 2012 - October 2013
Bank of America February 2011 - May 2012
Bank of America November 2007 - May 2011
WellStar Health System September 2009 - June 2010
Skills
PowerPoint, Marketing, Account Receivable..., Multi Tasking, Customer Service, Microsoft Excel, Organization, Risk Assessment, Laboratory Skills, Microsoft Word, Medical Terminology, Community Outreach, Management
Education
Kennesaw State University 2010 — 2013
Bachelor of Science (BS), Exercise and Health Science
Georgia Perimeter College 2006 — 2008
Associate of Science (AS), Biology, General
South Cobb High school 2001 — 2005
Stanford University 2014 — 2015
Child Nutrition and Cooking
Karan Sakhalkar Karan Sakhalkar's Bank of America Experience January 2008 - May 2009
Job Senior Consultant at Dignity Health
Industry Information Technology and Services
Experience
Dignity Health May 2014 - Present
Blue Sheild of California February 2014 - May 2014
IMS Health August 2013 - January 2014
Xerox Healthcare Solutions July 2011 - August 2013
California State Personnel Board January 2011 - June 2011
JPMorgan Chase June 2009 - November 2010
Bank of America January 2008 - May 2009
RadioShack May 2007 - December 2007
Skills
Requirements Gathering, Requirements Analysis, Software Requirements, Medical Billing, Healthcare IT, Medicaid, Business Analysis, MS Project, Functional..., Healthcare Compliance, SDLC, Visio, RUP, UML, Use cases, SQL Server, SIPOC, EDI ANSI X12, XML, EMR, Data Mapping, Data Modeling, .NET, Visual Studio, HL7, Agile & Waterfall..., Data Warehousing, Business Intelligence, Project Planning, Technical Documentation, Scrum, UAT coordination, Test Planning, Test Cases, Databases, Business Process..., Crystal Reports, OLAP, Consulting, ETL, SAP BW, SAP Webi, SAP Business objects, Software Project..., Business Requirements, User Stories, Wireframes, iRise, IBM DOORS, IBM Mainframe
Education
Stanford University 2015 — 2015
Technology Enterpreneurship, Business Administration and Management, General
IIBA (International Institute of Business Analysis) 2012 — 2014
Business Analysis
HCIT (Healthcare Information Technology Certification) 2011 — 2012
Consumes River College, Electronic Medical Records (EMR) / Electronic Health Records (EHR) Configuration
The University of Texas at Arlington 2004 — 2008
Business Administration, MIS, Business Administration and Management
Dignity Health May 2014 - Present
Blue Sheild of California February 2014 - May 2014
IMS Health August 2013 - January 2014
Xerox Healthcare Solutions July 2011 - August 2013
California State Personnel Board January 2011 - June 2011
JPMorgan Chase June 2009 - November 2010
Bank of America January 2008 - May 2009
RadioShack May 2007 - December 2007
Skills
Requirements Gathering, Requirements Analysis, Software Requirements, Medical Billing, Healthcare IT, Medicaid, Business Analysis, MS Project, Functional..., Healthcare Compliance, SDLC, Visio, RUP, UML, Use cases, SQL Server, SIPOC, EDI ANSI X12, XML, EMR, Data Mapping, Data Modeling, .NET, Visual Studio, HL7, Agile & Waterfall..., Data Warehousing, Business Intelligence, Project Planning, Technical Documentation, Scrum, UAT coordination, Test Planning, Test Cases, Databases, Business Process..., Crystal Reports, OLAP, Consulting, ETL, SAP BW, SAP Webi, SAP Business objects, Software Project..., Business Requirements, User Stories, Wireframes, iRise, IBM DOORS, IBM Mainframe
Education
Stanford University 2015 — 2015
Technology Enterpreneurship, Business Administration and Management, General
IIBA (International Institute of Business Analysis) 2012 — 2014
Business Analysis
HCIT (Healthcare Information Technology Certification) 2011 — 2012
Consumes River College, Electronic Medical Records (EMR) / Electronic Health Records (EHR) Configuration
The University of Texas at Arlington 2004 — 2008
Business Administration, MIS, Business Administration and Management
Jay Daniel, CFA Jay Daniel, CFA's Bank of America Experience June 1996 - September 1996
Job Investment Advisor at Hunter Associates, inc.
Industry Investment Management
Experience
Hunter Associates, inc. June 2014 - Present
Hunter Associates, inc. February 2014 - June 2014
Raymond James Financial April 2006 - March 2012
Mellon Financial July 1999 - April 2006
Mellon Financial January 1999 - July 1999
Self-employed June 1997 - January 1999
Bank of America June 1996 - September 1996
Federated Investors, Inc. February 1994 - June 1995
Federated Investors, Inc. November 1992 - February 1994
Skills
Valuation, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Financial Services, Capital Markets, Venture Capital, Fixed Income, Equities, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Hedge Funds, Investment Banking, Securities, Investments, Finance, Banking, Series 7, Asset Allocation, Equity Research, Asset Managment, Bonds, Investment Strategies, Equity Valuation
Education
Anderson School at UCLA
Master of Business Administration (MBA), Accounting and Finance
Stanford University
Bachelor of Arts (BA), History
Woodberry Forest School
Hunter Associates, inc. June 2014 - Present
Hunter Associates, inc. February 2014 - June 2014
Raymond James Financial April 2006 - March 2012
Mellon Financial July 1999 - April 2006
Mellon Financial January 1999 - July 1999
Self-employed June 1997 - January 1999
Bank of America June 1996 - September 1996
Federated Investors, Inc. February 1994 - June 1995
Federated Investors, Inc. November 1992 - February 1994
Skills
Valuation, Portfolio Management, Alternative Investments, Mutual Funds, Investment Management, Financial Services, Capital Markets, Venture Capital, Fixed Income, Equities, Bloomberg, Wealth Management, Asset Management, Financial Modeling, Hedge Funds, Investment Banking, Securities, Investments, Finance, Banking, Series 7, Asset Allocation, Equity Research, Asset Managment, Bonds, Investment Strategies, Equity Valuation
Education
Anderson School at UCLA
Master of Business Administration (MBA), Accounting and Finance
Stanford University
Bachelor of Arts (BA), History
Woodberry Forest School
Patricia Hudson Patricia Hudson's Bank of America Experience 1983 - 1989
Job Marketing and Strategic Planning Consultant
Industry Financial Services
Experience
Mechanics Bank October 2002 - March 2014
FICO 1997 - 1999
Porges/Hudson Marketing Inc. 1991 - 1997
Bank of America 1983 - 1989
Citibank 1982 - 1983
General Foods Corporation 1977 - 1982
Skills
Strategic Planning, Marketing, Product Management, Brand Development, Advertising, Public Relations, Direct Marketing, Social Media, Project Management, Positioning, Strategic Partnerships
Education
Stanford University Graduate School of Business 1975 — 1977
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stanford University 1968 — 1972
Bachelor's Degree, With Honors
Mechanics Bank October 2002 - March 2014
FICO 1997 - 1999
Porges/Hudson Marketing Inc. 1991 - 1997
Bank of America 1983 - 1989
Citibank 1982 - 1983
General Foods Corporation 1977 - 1982
Skills
Strategic Planning, Marketing, Product Management, Brand Development, Advertising, Public Relations, Direct Marketing, Social Media, Project Management, Positioning, Strategic Partnerships
Education
Stanford University Graduate School of Business 1975 — 1977
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stanford University 1968 — 1972
Bachelor's Degree, With Honors
Lisa Kaufman's Bank of America Experience October 1989 - October 1999
Job Managing Director, Levy Capital Partners
Industry Investment Banking
Experience
Levy Capital Partners, LLC March 2014 - Present
Tivoli Audio LLC February 2015 - June 2015
Northlight Capital LLC April 2005 - March 2013
Clarity Communications, Inc. November 1999 - June 2002
Bank of America October 1989 - October 1999
Deloitte August 1988 - October 1989
Deloitte August 1987 - August 1988
Skills
Private Equity, Capital, Mergers & Acquisitions, Due Diligence, Entertainment, Mergers, Broadcast, Capital Raising, Generating Revenue, Enterprise Valuation, Revenue & Profit Growth, Corporate Finance, Investment Banking, Valuation, Capital Markets, Finance, Financial Modeling, Corporate Development, Venture Capital, Strategy, Investments, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Corporate Strategy/Finance, Dean's List
Stanford University Graduate School of Business
Executive Management Program, Leadership/Strategy
University of Michigan - Stephen M. Ross School of Business
BBA, Marketing/Finance w/Distinction
Levy Capital Partners, LLC March 2014 - Present
Tivoli Audio LLC February 2015 - June 2015
Northlight Capital LLC April 2005 - March 2013
Clarity Communications, Inc. November 1999 - June 2002
Bank of America October 1989 - October 1999
Deloitte August 1988 - October 1989
Deloitte August 1987 - August 1988
Skills
Private Equity, Capital, Mergers & Acquisitions, Due Diligence, Entertainment, Mergers, Broadcast, Capital Raising, Generating Revenue, Enterprise Valuation, Revenue & Profit Growth, Corporate Finance, Investment Banking, Valuation, Capital Markets, Finance, Financial Modeling, Corporate Development, Venture Capital, Strategy, Investments, Financial Analysis
Education
The University of Chicago - Booth School of Business
MBA, Corporate Strategy/Finance, Dean's List
Stanford University Graduate School of Business
Executive Management Program, Leadership/Strategy
University of Michigan - Stephen M. Ross School of Business
BBA, Marketing/Finance w/Distinction
Aria Sterling Aria Sterling's Bank of America Experience 2010 - 2012
Job Retirement Planning and Accounting Professional
Industry Insurance
Experience
Annuities and Life Insurance 2012 - Present
Bank of America 2010 - 2012
Skills
Banking, 401k, Financial Analysis, Retirement Planning, IRAs, Finance
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Annuities and Life Insurance 2012 - Present
Bank of America 2010 - 2012
Skills
Banking, 401k, Financial Analysis, Retirement Planning, IRAs, Finance
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
Neil McKinnon Neil McKinnon's Bank of America Experience 1980 - 1982
Job President and CEO at Prana Investments
Industry Real Estate
Experience
Prana Investments 1996 - Present
Yarmouth Group 1984 - 1996
Bank of America 1980 - 1982
Skills
Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Investments, Real Estate, Asset Management, Property Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
M.B.A., Finance
Stanford University 1976 — 1980
B.A., Economics
Prana Investments 1996 - Present
Yarmouth Group 1984 - 1996
Bank of America 1980 - 1982
Skills
Real Estate Investor, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Investments, Real Estate, Asset Management, Property Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
M.B.A., Finance
Stanford University 1976 — 1980
B.A., Economics
Peter Nurnberg Peter Nurnberg's Bank of America Experience June 2007 - August 2007
Job Private Equity Vice President at TPG Capital
Industry Investment Management
Experience
TPG Capital August 2015 - Present
TPG Capital August 2011 - July 2013
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Bank of America June 2007 - August 2007
BlackRock June 2006 - August 2006
Education
Stanford University Graduate School of Business 2013 — 2015
MBA, Class of 2015; Alexander A. Robichek Award in Finance; Siebel Scholar; Arjay Miller Scholar
Williams College 2005 — 2009
B.A. Summa Cum Laude (Valedictorian of the class of 2009), with Highest Honors in Economics, Double Major in Economics and Mathematics
TPG Capital August 2015 - Present
TPG Capital August 2011 - July 2013
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Bank of America June 2007 - August 2007
BlackRock June 2006 - August 2006
Education
Stanford University Graduate School of Business 2013 — 2015
MBA, Class of 2015; Alexander A. Robichek Award in Finance; Siebel Scholar; Arjay Miller Scholar
Williams College 2005 — 2009
B.A. Summa Cum Laude (Valedictorian of the class of 2009), with Highest Honors in Economics, Double Major in Economics and Mathematics
David Hiller David Hiller's Bank of America Experience 2009 - 2012
Job Small Business Banking Executive
Industry Financial Services
Experience
SunTrust Bank 2013 - Present
Bank of America 2009 - 2012
Bank of America 2007 - 2009
Bank of America 2003 - 2007
First Union 1998 - 2002
McKinsey 1996 - 1998
US Government 1991 - 1994
Skills
Banking, Credit Risk, Portfolio Management, Financial Analysis, P&L Management, Strategic Planning, Sales Channel..., Product Management, Product Development, Cross-functional Team..., Financial Modeling, Marketing, Leadership, Analytics, CRM, Strategic Partnerships, Loans, Strategy, Program Management, Management, Process Improvement
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, focus on Finance, Operations, Strategy
University of Kansas 1987 — 1991
BA, Economics, Math, German
SunTrust Bank 2013 - Present
Bank of America 2009 - 2012
Bank of America 2007 - 2009
Bank of America 2003 - 2007
First Union 1998 - 2002
McKinsey 1996 - 1998
US Government 1991 - 1994
Skills
Banking, Credit Risk, Portfolio Management, Financial Analysis, P&L Management, Strategic Planning, Sales Channel..., Product Management, Product Development, Cross-functional Team..., Financial Modeling, Marketing, Leadership, Analytics, CRM, Strategic Partnerships, Loans, Strategy, Program Management, Management, Process Improvement
Education
Stanford University Graduate School of Business 1994 — 1996
MBA, focus on Finance, Operations, Strategy
University of Kansas 1987 — 1991
BA, Economics, Math, German
Charlotte Camacho's Bank of America Experience June 2015 - August 2015
Job Student at Stanford University
Industry Design
Experience
Bank of America June 2015 - August 2015
Stanford University September 2014 - June 2015
Codesters June 2014 - September 2014
Tutor Associates June 2013 - September 2013
Southampton Fresh Air Home January 2009 - January 2012
eMusic June 2011 - August 2011
Skills
C++, Microsoft Office, Java, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, HTML, Public Relations, Training, Facebook, Editing, Data Analysis
Education
Stanford University 2012 — 2016
Bachelor of Arts, Science, Technology, and Society; Innovation, Technology, and Organizations
The Spence School 1999 — 2012
Bank of America June 2015 - August 2015
Stanford University September 2014 - June 2015
Codesters June 2014 - September 2014
Tutor Associates June 2013 - September 2013
Southampton Fresh Air Home January 2009 - January 2012
eMusic June 2011 - August 2011
Skills
C++, Microsoft Office, Java, Research, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, HTML, Public Relations, Training, Facebook, Editing, Data Analysis
Education
Stanford University 2012 — 2016
Bachelor of Arts, Science, Technology, and Society; Innovation, Technology, and Organizations
The Spence School 1999 — 2012
Christopher Scales Christopher Scales's Bank of America Experience June 2009 - August 2009
Job Senior Associate at Lake Capital
Industry Venture Capital & Private Equity
Experience
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Lake Capital July 2012 - Present
Bank of America Merrill Lynch August 2010 - June 2012
Bank of America June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Strategy, Microsoft Excel, Banking, PowerPoint
Education
Stanford University 2006 — 2010
Bachelor of Arts (BA)
Barrington High School 2002 — 2006
High School
Stephanie Hartman Rojo Stephanie Hartman Rojo's Bank of America Experience September 2009 - July 2011
Job Juris Doctor
Industry Law Practice
Experience
Regent University School of Law September 2011 - April 2014
Boleman Law Firm PC January 2014 - March 2014
Legal Aid Society of Eastern Virginia May 2012 - August 2013
United States Coast Guard (Legal Service Command) May 2013 - July 2013
Valverde & Rowell, P.C. January 2013 - May 2013
Bank of America September 2009 - July 2011
Center for Teaching and Learning September 2007 - June 2009
Skills
Legal Writing, Research, Legal Issues, Bankruptcy, Immigration Law, Family Law, Fundraising, Marketing, Team Leadership, Community Outreach, Public Speaking, Editing, Microsoft Office, Microsoft Excel, Spanish, Customer Service, Project Management, Event Planning, Basic Spanish, Social Networking, Social Media, Blogging, Legal Research, Nonprofits
Education
Regent University School of Law 2011 — 2014
Doctor of Law (J.D.)
Stanford University 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Centennial High School 2001 — 2005
High School
Regent University School of Law September 2011 - April 2014
Boleman Law Firm PC January 2014 - March 2014
Legal Aid Society of Eastern Virginia May 2012 - August 2013
United States Coast Guard (Legal Service Command) May 2013 - July 2013
Valverde & Rowell, P.C. January 2013 - May 2013
Bank of America September 2009 - July 2011
Center for Teaching and Learning September 2007 - June 2009
Skills
Legal Writing, Research, Legal Issues, Bankruptcy, Immigration Law, Family Law, Fundraising, Marketing, Team Leadership, Community Outreach, Public Speaking, Editing, Microsoft Office, Microsoft Excel, Spanish, Customer Service, Project Management, Event Planning, Basic Spanish, Social Networking, Social Media, Blogging, Legal Research, Nonprofits
Education
Regent University School of Law 2011 — 2014
Doctor of Law (J.D.)
Stanford University 2005 — 2009
Bachelor of Arts (B.A.), Political Science
Centennial High School 2001 — 2005
High School
Merton Hanks's Bank of America Experience March 1993 - 1994
Job Vice President, Football OperationsNational Football League
Industry Sports
Experience
National Football League March 2003 - Present
SRC Holdings, Inc January 1994 - Present
Zentech January 2000 - 2003
Seattle Seahawks 1999 - 2000
San Francisco 49ers April 1991 - September 1998
Bank of America March 1993 - 1994
University of Iowa Community Credit Union 1989 - 1990
Skills
Social Media, Sponsorship Sales, Social Media Marketing, Digital Media, Ticket Sales, Integrated Marketing, Marketing, Press Releases, Marketing Strategy, Social Networking, Facebook, Fundraising, Sponsorship Activation, Marketing Communications, Television, Strategic Planning, New Media, Advertising, Leadership
Education
Stanford University Graduate School of Business 2012 — 2012
Master of Business Administration (MBA), Sports Communication
Stanford University Graduate School of Business 1995 — 1995
Master of Business Administration (M.B.A.), Sports Studies
University of Iowa 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
National Football League March 2003 - Present
SRC Holdings, Inc January 1994 - Present
Zentech January 2000 - 2003
Seattle Seahawks 1999 - 2000
San Francisco 49ers April 1991 - September 1998
Bank of America March 1993 - 1994
University of Iowa Community Credit Union 1989 - 1990
Skills
Social Media, Sponsorship Sales, Social Media Marketing, Digital Media, Ticket Sales, Integrated Marketing, Marketing, Press Releases, Marketing Strategy, Social Networking, Facebook, Fundraising, Sponsorship Activation, Marketing Communications, Television, Strategic Planning, New Media, Advertising, Leadership
Education
Stanford University Graduate School of Business 2012 — 2012
Master of Business Administration (MBA), Sports Communication
Stanford University Graduate School of Business 1995 — 1995
Master of Business Administration (M.B.A.), Sports Studies
University of Iowa 1986 — 1990
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Anna Vu's Bank of America Experience November 2009 - May 2014
Job LendingHome, Senior Manager, Capital Markets
Industry Financial Services
Experience
LendingHome Corporation March 2015 - Present
Bank of America November 2009 - May 2014
Goldman Sachs September 2007 - November 2009
Goldman Sachs June 2006 - September 2007
Skills
Economics, Derivatives, MBS, Fixed Income, Structured Products, Securities, Investments, Structured Finance, Bonds, Capital Markets, Financial Modeling, Valuation, Swaps
Education
Stanford University 2002 — 2006
BA, Economics, Math Minor
LendingHome Corporation March 2015 - Present
Bank of America November 2009 - May 2014
Goldman Sachs September 2007 - November 2009
Goldman Sachs June 2006 - September 2007
Skills
Economics, Derivatives, MBS, Fixed Income, Structured Products, Securities, Investments, Structured Finance, Bonds, Capital Markets, Financial Modeling, Valuation, Swaps
Education
Stanford University 2002 — 2006
BA, Economics, Math Minor
Najeeb Andrabi Najeeb Andrabi's Bank of America Experience August 1999 - July 2000
Job Software Architect at Oracle
Industry Computer Software
Experience
Oracle April 2015 - Present
TIBCO Software May 2011 - April 2015
TIBCO June 2008 - April 2011
TIBCO January 2005 - May 2008
Software AG July 2000 - January 2005
Bank of America August 1999 - July 2000
Air Products Inc. February 1999 - August 1999
Indian Space Research Organisation January 1997 - January 1999
Skills
JMS, EAI, SOA, Middleware, ESB, Distributed Systems, Integration
Education
Stanford University 2015 — 2022
MS, Computer Science
REC Srinagar 1990 — 1996
BS, Electrical Engineering
Oracle April 2015 - Present
TIBCO Software May 2011 - April 2015
TIBCO June 2008 - April 2011
TIBCO January 2005 - May 2008
Software AG July 2000 - January 2005
Bank of America August 1999 - July 2000
Air Products Inc. February 1999 - August 1999
Indian Space Research Organisation January 1997 - January 1999
Skills
JMS, EAI, SOA, Middleware, ESB, Distributed Systems, Integration
Education
Stanford University 2015 — 2022
MS, Computer Science
REC Srinagar 1990 — 1996
BS, Electrical Engineering
Jennifer Lang's Bank of America Experience June 2012 - August 2012
Job Equity Derivatives Sales Trader at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2013 - Present
Bank of America June 2012 - August 2012
American Indochina Management June 2011 - August 2011
Skills
MATLAB, excel, java,..., Microsoft Excel, Marketing, Analysis, Economics, Microsoft Office, Data Analysis, Research, PowerPoint, Social Media, Statistics, Event Planning, Public Speaking
Education
Stanford University 2009 — 2013
Bachelor of Science (B.S.), Management, Science, and Engineering
Pingry 2005 — 2009
High School Diploma, AP Chemistry, Calculus, Psychology, Economics
Bank of America Merrill Lynch July 2013 - Present
Bank of America June 2012 - August 2012
American Indochina Management June 2011 - August 2011
Skills
MATLAB, excel, java,..., Microsoft Excel, Marketing, Analysis, Economics, Microsoft Office, Data Analysis, Research, PowerPoint, Social Media, Statistics, Event Planning, Public Speaking
Education
Stanford University 2009 — 2013
Bachelor of Science (B.S.), Management, Science, and Engineering
Pingry 2005 — 2009
High School Diploma, AP Chemistry, Calculus, Psychology, Economics
Barbara White Thompson Barbara White Thompson's Bank of America Experience January 1999 - June 2000
Job Senior Vice President/Regional Manager Wells Fargo Central Coast Commercial Banking
Industry Financial Services
Experience
Wells Fargo January 2012 - Present
Wells Fargo June 2006 - January 2012
Wells Fargo July 2000 - June 2006
Bank of America January 1999 - June 2000
Bank of America February 1994 - January 1999
Matson Navigation March 1989 - October 1990
Wells Fargo June 1983 - March 1989
Wells Fargo January 1983 - June 1983
Wells Fargo July 1980 - January 1983
Skills
Credit Risk, Credit Analysis, Business Relationship..., Problem Solving, Collaborative Leadership, Commercial Banking, Banking, Loans, Commercial Lending
Education
Stanford University 1973 — 1977
Bachelor of Arts, Economics
Wells Fargo January 2012 - Present
Wells Fargo June 2006 - January 2012
Wells Fargo July 2000 - June 2006
Bank of America January 1999 - June 2000
Bank of America February 1994 - January 1999
Matson Navigation March 1989 - October 1990
Wells Fargo June 1983 - March 1989
Wells Fargo January 1983 - June 1983
Wells Fargo July 1980 - January 1983
Skills
Credit Risk, Credit Analysis, Business Relationship..., Problem Solving, Collaborative Leadership, Commercial Banking, Banking, Loans, Commercial Lending
Education
Stanford University 1973 — 1977
Bachelor of Arts, Economics
Vincent Siciliano Vincent Siciliano's Bank of America Experience 1976 - 1986
Job CEO at New Resource Bank
Industry Banking
Experience
New Resource Bank March 2009 - Present
1st Pacific Bank 2001 - 2008
Bank of America 1976 - 1986
Skills
Banking, Sustainability..., Ethics, Venture Capital, Social Entrepreneurship, Sustainable Business, Non-profits, Entrepreneurship, Sustainability, Cleantech, Strategic Planning, Risk Management, Business Development, Commercial Lending, Financial Analysis, Strategy, Financial Modeling, Finance, Nonprofits, Executive Management, Leadership, Start-ups, Corporate Development, New Business Development, Corporate Social..., Credit, Investments, Start-up Ventures, Mergers & Acquisitions, Loans, Financial Services, Renewable Energy, Strategic Partnerships, Portfolio Management, Management Consulting, Business Strategy, Business Planning, Private Equity, Fundraising, Social Enterprise, Philanthropy, Solar Energy, Small Business, Due Diligence, Public Speaking, Social Innovation
Education
UC Berkeley 1974 — 1976
MLA, Environmental Planning
Stanford University 1968 — 1972
BA, Human Biology
New Resource Bank March 2009 - Present
1st Pacific Bank 2001 - 2008
Bank of America 1976 - 1986
Skills
Banking, Sustainability..., Ethics, Venture Capital, Social Entrepreneurship, Sustainable Business, Non-profits, Entrepreneurship, Sustainability, Cleantech, Strategic Planning, Risk Management, Business Development, Commercial Lending, Financial Analysis, Strategy, Financial Modeling, Finance, Nonprofits, Executive Management, Leadership, Start-ups, Corporate Development, New Business Development, Corporate Social..., Credit, Investments, Start-up Ventures, Mergers & Acquisitions, Loans, Financial Services, Renewable Energy, Strategic Partnerships, Portfolio Management, Management Consulting, Business Strategy, Business Planning, Private Equity, Fundraising, Social Enterprise, Philanthropy, Solar Energy, Small Business, Due Diligence, Public Speaking, Social Innovation
Education
UC Berkeley 1974 — 1976
MLA, Environmental Planning
Stanford University 1968 — 1972
BA, Human Biology
Craig Goldberg Craig Goldberg's Bank of America Experience May 2013 - December 2013
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2014 - Present
Capital Bank (Capital Bank Financial Corp.) December 2013 - May 2014
Bank of America May 2013 - December 2013
Fifth Third Bank November 2012 - May 2013
Best Buy November 2011 - December 2012
Publix Super Markets January 2011 - January 2012
The Yankee Candle Company, Inc. October 2010 - January 2011
McDonald's Corporation April 2009 - October 2010
Skills
Banking, Finance, Florida Notary, Notary, Notary Public, Personal Banking, Sales, Sales Management, Customer Service, Customer Relations, Credit, Retail Banking, Loans, Commercial Banking, Microsoft Word, Risk Management, Consumer Lending, Portfolio Management, Financial Analysis, Cross Selling, Credit Analysis, Mortgage Lending, Outlook, Credit Risk, Business Analysis
Education
State College of Florida-Manatee-Sarasota 2011 — 2015
Associate's Degree, Business/Marketing and Pre-Medicine Biology, 3.75
Riverview High School 2007 — 2011
High School, General Education, 3.75
Wells Fargo May 2014 - Present
Capital Bank (Capital Bank Financial Corp.) December 2013 - May 2014
Bank of America May 2013 - December 2013
Fifth Third Bank November 2012 - May 2013
Best Buy November 2011 - December 2012
Publix Super Markets January 2011 - January 2012
The Yankee Candle Company, Inc. October 2010 - January 2011
McDonald's Corporation April 2009 - October 2010
Skills
Banking, Finance, Florida Notary, Notary, Notary Public, Personal Banking, Sales, Sales Management, Customer Service, Customer Relations, Credit, Retail Banking, Loans, Commercial Banking, Microsoft Word, Risk Management, Consumer Lending, Portfolio Management, Financial Analysis, Cross Selling, Credit Analysis, Mortgage Lending, Outlook, Credit Risk, Business Analysis
Education
State College of Florida-Manatee-Sarasota 2011 — 2015
Associate's Degree, Business/Marketing and Pre-Medicine Biology, 3.75
Riverview High School 2007 — 2011
High School, General Education, 3.75
Lew Coleman Lew Coleman's Bank of America Experience 1986 - 1995
Job Retired
Industry Fishery
Experience
Self Employed January 2015 - Present
DreamWorks Animation July 2014 - January 2015
DreamWorks Animation December 2005 - July 2014
Gordon and Betty Moore Foundation November 2000 - December 2004
Banc of America Securities 1998 - 2000
Banc of America Securities 1995 - 1998
Bank of America 1986 - 1995
Wells Fargo 1973 - 1986
Bank of California 1964 - 1973
Education
Stanford University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Self Employed January 2015 - Present
DreamWorks Animation July 2014 - January 2015
DreamWorks Animation December 2005 - July 2014
Gordon and Betty Moore Foundation November 2000 - December 2004
Banc of America Securities 1998 - 2000
Banc of America Securities 1995 - 1998
Bank of America 1986 - 1995
Wells Fargo 1973 - 1986
Bank of California 1964 - 1973
Education
Stanford University 1963 — 1965
Bachelor of Arts (B.A.), Economics
Caterina Polland Caterina Polland's Bank of America Experience October 1994 - October 1998
Job Royalty Administrator at University of California Press
Industry Publishing
Experience
University of California Press May 2007 - Present
Bank of America October 1994 - October 1998
Wells Fargo Bank January 1986 - December 1988
Hibernia Bank June 1984 - December 1985
Crocker National Bank July 1979 - June 1984
Skills
Organization, Close Attention to..., Credit Analysis, Writing, Possess strong...
Education
Stanford University 1975 — 1978
Bachelor's degree, East Asian Studies
University of California Press May 2007 - Present
Bank of America October 1994 - October 1998
Wells Fargo Bank January 1986 - December 1988
Hibernia Bank June 1984 - December 1985
Crocker National Bank July 1979 - June 1984
Skills
Organization, Close Attention to..., Credit Analysis, Writing, Possess strong...
Education
Stanford University 1975 — 1978
Bachelor's degree, East Asian Studies
Cha Park Cha Park's Bank of America Experience 2006 - 2008
Job Senior Executive Vice President & Chief Retail Banking Officer at BBCN Bank
Industry Financial Services
Experience
BBCN Bank January 2014 - Present
HSBC Bank USA & HSBC Securities (USA) Inc. 2008 - December 2013
Bank of America 2006 - 2008
Bank of America 1981 - 2006
Skills
Security Licenses: ..., CERTIFIED FINANCIAL..., Banking, Commercial Banking, Portfolio Management, Credit, Loans, Retail Banking, Financial Risk, Financial Services, Wealth Management, Mortgage Lending, Strategic Financial..., Investments, Mortgage Banking, Relationship Management, Refinance, Leadership, Financial Analysis, Credit Analysis, Private Banking, Commercial Lending, Certified Financial..., Credit Risk, Financial Planning
Education
Stanford University Graduate School of Business
Organizational Leadership
The Graduate School of Retail Banking Management - University of Virginia 1998 — 2000
UCLA 1977 — 1981
BS, Business Economics
BBCN Bank January 2014 - Present
HSBC Bank USA & HSBC Securities (USA) Inc. 2008 - December 2013
Bank of America 2006 - 2008
Bank of America 1981 - 2006
Skills
Security Licenses: ..., CERTIFIED FINANCIAL..., Banking, Commercial Banking, Portfolio Management, Credit, Loans, Retail Banking, Financial Risk, Financial Services, Wealth Management, Mortgage Lending, Strategic Financial..., Investments, Mortgage Banking, Relationship Management, Refinance, Leadership, Financial Analysis, Credit Analysis, Private Banking, Commercial Lending, Certified Financial..., Credit Risk, Financial Planning
Education
Stanford University Graduate School of Business
Organizational Leadership
The Graduate School of Retail Banking Management - University of Virginia 1998 — 2000
UCLA 1977 — 1981
BS, Business Economics
Kathleen Christman Kathleen Christman's Bank of America Experience 1985 - 1998
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Stanford University June 2014 - Present
San Francisco Bay Area 2013 - Present
Art in Action 2009 - 2013
Wells Fargo 2008 - 2012
San Francisco Bay Area 1999 - 2001
Cisco Systems 1998 - 1999
Bank of America 1985 - 1998
Grey Advertising 1983 - 1985
Skills
Marketing Communications, Online Marketing, Direct Marketing, Branding & Identity, Product Development, Digital Marketing, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, B2B Marketing, Brand Development, Corporate Branding, Competitive Analysis, Corporate Communications, SEO, Advertising, Brand Management, Integrated Marketing
Education
Stanford University Graduate School of Business
MBA, Marketing, Finance
Syracuse University
BFA, Advertising Design
Stanford University June 2014 - Present
San Francisco Bay Area 2013 - Present
Art in Action 2009 - 2013
Wells Fargo 2008 - 2012
San Francisco Bay Area 1999 - 2001
Cisco Systems 1998 - 1999
Bank of America 1985 - 1998
Grey Advertising 1983 - 1985
Skills
Marketing Communications, Online Marketing, Direct Marketing, Branding & Identity, Product Development, Digital Marketing, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, B2B Marketing, Brand Development, Corporate Branding, Competitive Analysis, Corporate Communications, SEO, Advertising, Brand Management, Integrated Marketing
Education
Stanford University Graduate School of Business
MBA, Marketing, Finance
Syracuse University
BFA, Advertising Design
Kent Hinckley Kent Hinckley's Bank of America Experience 1971 - 1987
Job Vice President at Reyall Corp.
Industry Real Estate
Experience
Reyall Corp. 1999 - Present
Guy F.Atkinson Company 1987 - 1988
Bank of America 1971 - 1987
Skills
Management, Real Estate, Finance, Investment Properties, Financial Modeling, Entrepreneurship, Real Estate Transactions, Mergers & Acquisitions, Investments, Marketing, Leadership, Real Estate Economics, Real Estate Development, Commercial Real Estate, Brokerage, Credit, Negotiation, Due Diligence, Contract Negotiation, Private Equity
Education
Stanford University 1962 — 1965
B.A., Political Science
Reyall Corp. 1999 - Present
Guy F.Atkinson Company 1987 - 1988
Bank of America 1971 - 1987
Skills
Management, Real Estate, Finance, Investment Properties, Financial Modeling, Entrepreneurship, Real Estate Transactions, Mergers & Acquisitions, Investments, Marketing, Leadership, Real Estate Economics, Real Estate Development, Commercial Real Estate, Brokerage, Credit, Negotiation, Due Diligence, Contract Negotiation, Private Equity
Education
Stanford University 1962 — 1965
B.A., Political Science
LeeAnn Shattuck's Bank of America Experience April 2002 - December 2002
Job Chief Car Chick, Women's Automotive Solutions Car Buying Service
Industry Automotive
Experience
America's Garage Radio Show April 2011 - Present
Women's Automotive Solutions, Inc. August 2006 - Present
Cruise Control TV April 2012 - 2013
NouvEON Technology Partners August 2004 - January 2007
NouvEON 2004 - 2007
Bank of America April 2002 - December 2002
IBM Global Services January 2000 - April 2002
Accenture August 1993 - December 1999
Skills
Consulting, Change Management, Process Improvement, Business Analysis, Management Consulting, Program Management, Organizational..., Management, Leadership, Team Building, New Business Development, Strategy, Analysis, Vendor Management, PMO
Education
Stanford University 1989 — 1993
BA, Quantitative Economics
America's Garage Radio Show April 2011 - Present
Women's Automotive Solutions, Inc. August 2006 - Present
Cruise Control TV April 2012 - 2013
NouvEON Technology Partners August 2004 - January 2007
NouvEON 2004 - 2007
Bank of America April 2002 - December 2002
IBM Global Services January 2000 - April 2002
Accenture August 1993 - December 1999
Skills
Consulting, Change Management, Process Improvement, Business Analysis, Management Consulting, Program Management, Organizational..., Management, Leadership, Team Building, New Business Development, Strategy, Analysis, Vendor Management, PMO
Education
Stanford University 1989 — 1993
BA, Quantitative Economics
Ravindra Kumar, MS, MBA, SCPM Ravindra Kumar, MS, MBA, SCPM's Bank of America Experience October 1995 - January 1996
Job Sr. Manager, Enterprise Applications, Order To Cash, CRM, Customer Portal
Industry Logistics and Supply Chain
Experience
Sanmina Corporation January 2001 - Present
Sanmina Corporation August 2000 - January 2001
Cisco Systems May 2000 - August 2000
JDSU April 2000 - May 2000
Fujitsu Computer Product of America (FCPA) April 1999 - April 2000
Capgemini, UK Plc April 1997 - March 1999
British Gas, U.K. August 1996 - March 1997
Zensar Technologies Ltd (Formarly Fujitsu ICIM Ltd), Pune, India February 1996 - August 1996
Bank of America October 1995 - January 1996
Heatly & Gresham (India) P. Ltd. July 1995 - October 1995
Skills
Oracle Order Management, Project Management, Operations Management, IT Operations Management, Offshore Resource..., Team Leadership, Offshore Operations, Team Building, Team Management, Software Design, Software Quality..., Supply Chain, PL/SQL, Business Process..., Cross-functional Team..., Requirements Analysis, ERP, Oracle Applications, SOA, Process Improvement, Oracle E-Business Suite, Testing, Data Warehousing, Oracle, Business Process, Vendor Management, Business Analysis, Integration, ITIL, Management, Business Intelligence, Program Management, Software Project..., Troubleshooting
Education
Stanford University 2011 — 2012
SCPM, Stanford Advanced Project Management
American Management Association 2007 — 2007
Certificate, Management Skill for New Managers
Indira Gandhi National University, India 1997 — 1999
M.B.A., Operations Management
Harcourt Butler Technological Institute [Kanpur University, India] 1990 — 1993
M.S., Computer Applications
Meerut University, India 1986 — 1989
B.S., Mathematics, Physics and Chemistry
Sanmina Corporation January 2001 - Present
Sanmina Corporation August 2000 - January 2001
Cisco Systems May 2000 - August 2000
JDSU April 2000 - May 2000
Fujitsu Computer Product of America (FCPA) April 1999 - April 2000
Capgemini, UK Plc April 1997 - March 1999
British Gas, U.K. August 1996 - March 1997
Zensar Technologies Ltd (Formarly Fujitsu ICIM Ltd), Pune, India February 1996 - August 1996
Bank of America October 1995 - January 1996
Heatly & Gresham (India) P. Ltd. July 1995 - October 1995
Skills
Oracle Order Management, Project Management, Operations Management, IT Operations Management, Offshore Resource..., Team Leadership, Offshore Operations, Team Building, Team Management, Software Design, Software Quality..., Supply Chain, PL/SQL, Business Process..., Cross-functional Team..., Requirements Analysis, ERP, Oracle Applications, SOA, Process Improvement, Oracle E-Business Suite, Testing, Data Warehousing, Oracle, Business Process, Vendor Management, Business Analysis, Integration, ITIL, Management, Business Intelligence, Program Management, Software Project..., Troubleshooting
Education
Stanford University 2011 — 2012
SCPM, Stanford Advanced Project Management
American Management Association 2007 — 2007
Certificate, Management Skill for New Managers
Indira Gandhi National University, India 1997 — 1999
M.B.A., Operations Management
Harcourt Butler Technological Institute [Kanpur University, India] 1990 — 1993
M.S., Computer Applications
Meerut University, India 1986 — 1989
B.S., Mathematics, Physics and Chemistry
Reggie Mae De Castro Reggie Mae De Castro's Bank of America Experience May 2012 - Present
Job Associate Support at Bank of America
Industry Banking
Experience
Bank of America May 2012 - Present
EPRI January 2012 - April 2012
Piedmont Natural Gas September 2011 - November 2011
Skills
Visual Basic, Computer Hardware, Customer Service, Help Desk Support, Hardware Support, Windows 7, Windows XP Pro, Cisco VoIP, Office 2010, Computer Diagnostics
Education
Stanly Community College 2007 — 2011
Associate of Applied Science, Computer Engineering Technology
Bank of America May 2012 - Present
EPRI January 2012 - April 2012
Piedmont Natural Gas September 2011 - November 2011
Skills
Visual Basic, Computer Hardware, Customer Service, Help Desk Support, Hardware Support, Windows 7, Windows XP Pro, Cisco VoIP, Office 2010, Computer Diagnostics
Education
Stanly Community College 2007 — 2011
Associate of Applied Science, Computer Engineering Technology
Ryan Finucane's Bank of America Experience June 2012 - August 2012
Job Consultant
Industry Management Consulting
Experience
Finucane Industries, LLC April 2013 - Present
New Markets Venture Partners September 2012 - May 2013
Bank of America June 2012 - August 2012
Genentech January 2009 - June 2011
Fannie Mae January 2007 - September 2008
Harris Corporation March 2006 - October 2006
Harris Corporation October 2003 - March 2006
Ira Fink and Associates November 1999 - October 2003
Skills
Project Management, Cross-functional Team..., Process Improvement, PMP, Change Management, Business Process..., Staff Development, Business Analysis, Requirements Analysis, Requirements Gathering, Instructor-led Training, Strategic Recruitment..., Proposal Writing, Process Flow..., Strategic Communications, Volunteer Management, Human Resources, Strategic Human..., Market Analysis, Consulting, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA
Stanford University 1993 — 2000
BA, American Studies; Psychology Minor
Finucane Industries, LLC April 2013 - Present
New Markets Venture Partners September 2012 - May 2013
Bank of America June 2012 - August 2012
Genentech January 2009 - June 2011
Fannie Mae January 2007 - September 2008
Harris Corporation March 2006 - October 2006
Harris Corporation October 2003 - March 2006
Ira Fink and Associates November 1999 - October 2003
Skills
Project Management, Cross-functional Team..., Process Improvement, PMP, Change Management, Business Process..., Staff Development, Business Analysis, Requirements Analysis, Requirements Gathering, Instructor-led Training, Strategic Recruitment..., Proposal Writing, Process Flow..., Strategic Communications, Volunteer Management, Human Resources, Strategic Human..., Market Analysis, Consulting, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2013
MBA
Stanford University 1993 — 2000
BA, American Studies; Psychology Minor
Eloene McFarlane Eloene McFarlane's Bank of America Experience February 2005 - November 2005
Job Director Children's Church/Youth Leader at United Evangelical Missionary Outreach
Industry Accounting
Experience
United Evangelical Missionary Outreach January 2012 - Present
Toledo Blade Elementary February 2015 - May 2015
Toledo Blade Elementary August 2014 - May 2015
Toledo Blade Elementary October 2012 - June 2014
Bank of America February 2005 - November 2005
JAMPRO: Jamaica Trade & Invest July 1990 - June 2002
Skills
Reconciliation, Microsoft Word, Accounts Receivable, Accounting, Account Reconciliation, Management, Customer Service, Teamwork, Microsoft Excel, Payroll
Education
University of South Florida - College of Business Administration 2010 — 2011
Bachelor of Science (BS), Management and Accounting
State College of Florida-Manatee-Sarasota 2007 — 2009
AA, Business
United Evangelical Missionary Outreach January 2012 - Present
Toledo Blade Elementary February 2015 - May 2015
Toledo Blade Elementary August 2014 - May 2015
Toledo Blade Elementary October 2012 - June 2014
Bank of America February 2005 - November 2005
JAMPRO: Jamaica Trade & Invest July 1990 - June 2002
Skills
Reconciliation, Microsoft Word, Accounts Receivable, Accounting, Account Reconciliation, Management, Customer Service, Teamwork, Microsoft Excel, Payroll
Education
University of South Florida - College of Business Administration 2010 — 2011
Bachelor of Science (BS), Management and Accounting
State College of Florida-Manatee-Sarasota 2007 — 2009
AA, Business
Prof. Fel Anthony Amistad Prof. Fel Anthony Amistad's Bank of America Experience January 1995 - December 1996
Job Managing Director, Realtor Broker
Industry Higher Education
Experience
International Technological University August 2011 - Present
International Technology University (ITU) 2011 - Present
F.A. Amistad & Associates February 1997 - Present
Independent Contractor August 2011 - August 2011
Amistad Education Finance Group January 2001 - November 2008
Stanford Capital Finance January 1997 - June 2008
Bank of America January 1995 - December 1996
Skills
Microsoft Office, Excel, Problem Solving
Education
California Southern University 2000 — 2002
Juris Doctorate, JD, LAW
Stanford University 1979 — 1983
BA, Human Biology (Co-term), Human Biology
International Technological University August 2011 - Present
International Technology University (ITU) 2011 - Present
F.A. Amistad & Associates February 1997 - Present
Independent Contractor August 2011 - August 2011
Amistad Education Finance Group January 2001 - November 2008
Stanford Capital Finance January 1997 - June 2008
Bank of America January 1995 - December 1996
Skills
Microsoft Office, Excel, Problem Solving
Education
California Southern University 2000 — 2002
Juris Doctorate, JD, LAW
Stanford University 1979 — 1983
BA, Human Biology (Co-term), Human Biology
Derek Weatherford, CFP ® Derek Weatherford, CFP ®'s Bank of America Experience April 2005 - October 2006
Job Financial Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management September 2015 - Present
US Bank May 2011 - August 2015
US Bank February 2007 - May 2011
Bank of New York/JPMorgan Chase August 2005 - January 2007
Bank of America April 2005 - October 2006
Bank of America March 2002 - April 2004
Skills
Leveraged Lending, Portfolio Management, Estate Planning, Succession Planning, Wealth Preservation..., Multi-generational..., Charitable Gift Planning, Leadership Development, Cross-functional Team..., Sales Management, Sales Leadership..., Strategic Financial..., Private Banking, Wealth Management, Relationship Management, Asset Allocation, Mortgage Lending, Loans, Credit
Education
Stanford University 1990 — 1994
BA, Business
Bernstein Private Wealth Management September 2015 - Present
US Bank May 2011 - August 2015
US Bank February 2007 - May 2011
Bank of New York/JPMorgan Chase August 2005 - January 2007
Bank of America April 2005 - October 2006
Bank of America March 2002 - April 2004
Skills
Leveraged Lending, Portfolio Management, Estate Planning, Succession Planning, Wealth Preservation..., Multi-generational..., Charitable Gift Planning, Leadership Development, Cross-functional Team..., Sales Management, Sales Leadership..., Strategic Financial..., Private Banking, Wealth Management, Relationship Management, Asset Allocation, Mortgage Lending, Loans, Credit
Education
Stanford University 1990 — 1994
BA, Business
Yvette Gonzales Howe Yvette Gonzales Howe's Bank of America Experience January 1994 - July 1995
Job Senior Consultant
Industry Computer Software
Experience
Ingenious Ideas, LLC October 2008 - Present
Great-West Life and Annuity Insurance Company July 2008 - March 2009
Business Management Software Corporation July 1995 - March 2009
Graebel Companies January 2008 - May 2008
Bank of America January 1994 - July 1995
Bank of America December 1989 - December 1993
Bank of America August 1978 - December 1989
Los Alamos National Laboratory May 1983 - August 1987
Skills
PL/SQL, Oracle Application..., SQL, Data Analysis, Oracle SQL, Software Development
Education
Stanford University 1983 — 1987
BA
Santa Fe High School
Ingenious Ideas, LLC October 2008 - Present
Great-West Life and Annuity Insurance Company July 2008 - March 2009
Business Management Software Corporation July 1995 - March 2009
Graebel Companies January 2008 - May 2008
Bank of America January 1994 - July 1995
Bank of America December 1989 - December 1993
Bank of America August 1978 - December 1989
Los Alamos National Laboratory May 1983 - August 1987
Skills
PL/SQL, Oracle Application..., SQL, Data Analysis, Oracle SQL, Software Development
Education
Stanford University 1983 — 1987
BA
Santa Fe High School
Bill Raymond Bill Raymond's Bank of America Experience 1993 - 2002
Job Retail Banking and Payments Consultant at Consultant
Industry Financial Services
Experience
Consultant March 2013 - Present
Retired November 2012 - March 2013
Wincor Nixdorf, Inc. September 2005 - October 2012
Genpass ATM Solutions September 2001 - August 2005
Bank of America 1993 - 2002
Skills
Banking, Product Management, Sales Management, Business Development, Strategic Planning, Strategic Partnerships, New Business Development, Retail Banking, Account Management, Executive Management, Vendor Management, Business Strategy, Strategy, Payments, Outsourcing, Business Planning, Management, Start-ups, Contract Negotiation, Risk Management, CRM, SaaS, Cross-functional Team..., Relationship Management, Solution Selling, Process Improvement, P&L Management, Mergers & Acquisitions, Change Management, Integration, Program Management, Professional Services, Business Analysis, Mobile Payments, Operations Management, Credit Cards, Team Building, Business Process...
Education
University of Washington, Michael G. Foster School of Business 1982 — 1984
MBA, Finance and Quantitative Methods
Stanford University 1972 — 1976
BA, Medical Microbiology
Consultant March 2013 - Present
Retired November 2012 - March 2013
Wincor Nixdorf, Inc. September 2005 - October 2012
Genpass ATM Solutions September 2001 - August 2005
Bank of America 1993 - 2002
Skills
Banking, Product Management, Sales Management, Business Development, Strategic Planning, Strategic Partnerships, New Business Development, Retail Banking, Account Management, Executive Management, Vendor Management, Business Strategy, Strategy, Payments, Outsourcing, Business Planning, Management, Start-ups, Contract Negotiation, Risk Management, CRM, SaaS, Cross-functional Team..., Relationship Management, Solution Selling, Process Improvement, P&L Management, Mergers & Acquisitions, Change Management, Integration, Program Management, Professional Services, Business Analysis, Mobile Payments, Operations Management, Credit Cards, Team Building, Business Process...
Education
University of Washington, Michael G. Foster School of Business 1982 — 1984
MBA, Finance and Quantitative Methods
Stanford University 1972 — 1976
BA, Medical Microbiology
Garry Tyran Garry Tyran's Bank of America Experience 1996 - 2000
Job Senior Finance and Operations Executive
Industry Nonprofit Organization Management
Experience
Public Allies 2014 - Present
Community Action Partnership - National Office 2013 - 2014
Ecore Ventures 2012 - 2013
Montgomery County Environmental Protection 2010 - 2012
Montgomery County Economic Development 2008 - 2010
EagleBank 2006 - 2008
Self-Employed 2005 - 2006
GE Healthcare Financial Services 2003 - 2004
Scotia Group LLC 2002 - 2003
Bank of America 1996 - 2000
Skills
Relationship Management, Budgets, Management Consulting, Finance, Negotiation, Risk Management, Investments, Economics, Economic Development, New Business Development, Fundraising, Banking, Financial Analysis, Business Strategy, Public Speaking, Management, Leadership, Strategy, Nonprofits, Leadership Development, Analysis, Public Relations
Education
Stanford University
BA, Economics
UCLA Anderson School of Management
MBA, Marketing/International Business
Public Allies 2014 - Present
Community Action Partnership - National Office 2013 - 2014
Ecore Ventures 2012 - 2013
Montgomery County Environmental Protection 2010 - 2012
Montgomery County Economic Development 2008 - 2010
EagleBank 2006 - 2008
Self-Employed 2005 - 2006
GE Healthcare Financial Services 2003 - 2004
Scotia Group LLC 2002 - 2003
Bank of America 1996 - 2000
Skills
Relationship Management, Budgets, Management Consulting, Finance, Negotiation, Risk Management, Investments, Economics, Economic Development, New Business Development, Fundraising, Banking, Financial Analysis, Business Strategy, Public Speaking, Management, Leadership, Strategy, Nonprofits, Leadership Development, Analysis, Public Relations
Education
Stanford University
BA, Economics
UCLA Anderson School of Management
MBA, Marketing/International Business
leo norman leo norman's Bank of America Experience 2010 - Present
Job Manager at Bank of America
Industry Banking
Experience
Bank of America 2010 - Present
Education
Stanford University
Bank of America 2010 - Present
Education
Stanford University
Robert Starr's Bank of America Experience January 1989 - January 1992
Job SVP & Global Treasurer at Time Inc.
Industry Investment Banking
Experience
Time Inc. April 2014 - Present
Frontier Communications Corporation August 2012 - April 2014
LAZARD FRERES & CO. LLC February 2009 - September 2012
AMBAC FINANCIAL GROUP, INC January 1998 - January 2009
SALOMON SMITH BARNEY, INC January 1992 - January 1998
Bank of America January 1989 - January 1992
Oxford Resources Corporation 1981 - 1988
Skills
Structured Finance, Capital Markets, Sarbanes-Oxley Act, Investment Banking, Portfolio Management, Investments, Finance, Accounting, Management, Risk Management, Corporate Finance, Trading, Banking, Credit Analysis, Financial Analysis, Credit Risk, Fixed Income
Education
Columbia University Graduate School of Business
Negotiations
Stanford University Graduate School of Business
Financial Management Program
New York University - Leonard N. Stern School of Business 1988 — 1989
Masters of Business Administration, Finance
State University of New York College at Oswego
Bachelor's of Science, Marketing; Economics
Time Inc. April 2014 - Present
Frontier Communications Corporation August 2012 - April 2014
LAZARD FRERES & CO. LLC February 2009 - September 2012
AMBAC FINANCIAL GROUP, INC January 1998 - January 2009
SALOMON SMITH BARNEY, INC January 1992 - January 1998
Bank of America January 1989 - January 1992
Oxford Resources Corporation 1981 - 1988
Skills
Structured Finance, Capital Markets, Sarbanes-Oxley Act, Investment Banking, Portfolio Management, Investments, Finance, Accounting, Management, Risk Management, Corporate Finance, Trading, Banking, Credit Analysis, Financial Analysis, Credit Risk, Fixed Income
Education
Columbia University Graduate School of Business
Negotiations
Stanford University Graduate School of Business
Financial Management Program
New York University - Leonard N. Stern School of Business 1988 — 1989
Masters of Business Administration, Finance
State University of New York College at Oswego
Bachelor's of Science, Marketing; Economics
Kelli Kincaid's Bank of America Experience April 2012 - June 2013
Job Relationship Banker at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma June 2013 - Present
Bank of America April 2012 - June 2013
JPMorgan Chase February 2011 - April 2012
JPMorgan Chase April 2009 - February 2011
Skills
Sales, Communication, Great Leader, Proactive self-starter, Accountability, Coaching, Coachable, Banking, Talent Recognition, Performance Motivation, Highly motivated..., Annuity Sales, Strategic Partnerships, Attentiveness to Detail, Money Management, Client Rapport, Adaptable & a quick..., Bank Management, Personal Banking, Performance Improvement, Commercial Banking, Credit, Customer Service, Finance, Financial Analysis, Leadership, Loans, Mortgage Lending, Retail Banking, Risk Management, Credit Analysis, Relationship Management, Strategic Planning
Education
Stark State College of Technology 2004 — 2004
Dental Assisting/Assistant
Stark State College of Technology 2000 — 2000
Bank of Oklahoma June 2013 - Present
Bank of America April 2012 - June 2013
JPMorgan Chase February 2011 - April 2012
JPMorgan Chase April 2009 - February 2011
Skills
Sales, Communication, Great Leader, Proactive self-starter, Accountability, Coaching, Coachable, Banking, Talent Recognition, Performance Motivation, Highly motivated..., Annuity Sales, Strategic Partnerships, Attentiveness to Detail, Money Management, Client Rapport, Adaptable & a quick..., Bank Management, Personal Banking, Performance Improvement, Commercial Banking, Credit, Customer Service, Finance, Financial Analysis, Leadership, Loans, Mortgage Lending, Retail Banking, Risk Management, Credit Analysis, Relationship Management, Strategic Planning
Education
Stark State College of Technology 2004 — 2004
Dental Assisting/Assistant
Stark State College of Technology 2000 — 2000
Lavina Hoey Lavina Hoey's Bank of America Experience May 2012 - Present
Job Business Control Analyst at Bank of America
Industry Banking
Experience
4L Event Planning January 2013 - Present
Bank of America May 2012 - Present
Skills
Customer Service, Loss Mitigation, Foreclosures, Bankruptcy, Mortgage Underwriting, Processing, Problem Solving, Event Management, Event Planning
Education
Myers Park High School 1996 — 1998
Stanly Community College
4L Event Planning January 2013 - Present
Bank of America May 2012 - Present
Skills
Customer Service, Loss Mitigation, Foreclosures, Bankruptcy, Mortgage Underwriting, Processing, Problem Solving, Event Management, Event Planning
Education
Myers Park High School 1996 — 1998
Stanly Community College
Amy Wuolle Amy Wuolle's Bank of America Experience 2007 - 2011
Job Store Associate at Eastern National
Industry Banking
Experience
Eastern National May 2015 - Present
Santander Bank N.A. September 2013 - October 2014
Northborough Senior Center August 2012 - June 2013
BNY Mellon January 2013 - March 2013
Bank of America 2007 - 2011
Cape Cod Cooperative Bank 2001 - 2007
Compass Bank for Savings 2000 - 2001
Cape Cod Bank and Trust Company 2000 - 2000
Skills
Banking, Loans, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Lines Of Credit, Retail Banking, FHA, Customer Service, Consumer Lending, Commercial Banking, Cross Selling, Mortgage Servicing, Branch Management, Underwriting
Education
Manatee Community College
Business
Eastern National May 2015 - Present
Santander Bank N.A. September 2013 - October 2014
Northborough Senior Center August 2012 - June 2013
BNY Mellon January 2013 - March 2013
Bank of America 2007 - 2011
Cape Cod Cooperative Bank 2001 - 2007
Compass Bank for Savings 2000 - 2001
Cape Cod Bank and Trust Company 2000 - 2000
Skills
Banking, Loans, Credit, Mortgage Lending, Loan Origination, Mortgage Banking, Credit Analysis, Lines Of Credit, Retail Banking, FHA, Customer Service, Consumer Lending, Commercial Banking, Cross Selling, Mortgage Servicing, Branch Management, Underwriting
Education
Manatee Community College
Business
Brock Hudson Brock Hudson's Bank of America Experience 1987 - 1992
Job Independent Oil and Gas Professional
Industry Oil & Energy
Experience
Amegy Bank January 2011 - June 2015
Red Arrow Energy March 2007 - January 2011
Llewellin Operating Company January 2004 - January 2011
Torch Energy Advisors Inc. 1992 - 2000
Bank of America 1987 - 1992
Skills
Natural Gas, Petroleum, Oil, Gas, Corporate Finance, Valuation, Banking, New Business Development, Excel, Financial Modeling, Fundraising, Mergers, Private Equity, Due Diligence, Energy, Executive Management, Financial Analysis, Mergers, Microsoft Excel, Risk Management, Finance
Education
Stanford University 1979 — 1983
BS, Earth Sciences
The University of Texas at Austin - The Red McCombs School of Business 1984 — 1986
MBA, Accounting and Finance
St John's High School 1969 — 1979
Amegy Bank January 2011 - June 2015
Red Arrow Energy March 2007 - January 2011
Llewellin Operating Company January 2004 - January 2011
Torch Energy Advisors Inc. 1992 - 2000
Bank of America 1987 - 1992
Skills
Natural Gas, Petroleum, Oil, Gas, Corporate Finance, Valuation, Banking, New Business Development, Excel, Financial Modeling, Fundraising, Mergers, Private Equity, Due Diligence, Energy, Executive Management, Financial Analysis, Mergers, Microsoft Excel, Risk Management, Finance
Education
Stanford University 1979 — 1983
BS, Earth Sciences
The University of Texas at Austin - The Red McCombs School of Business 1984 — 1986
MBA, Accounting and Finance
St John's High School 1969 — 1979
Rana Mansoor Khan Rana Mansoor Khan's Bank of America Experience June 2010 - August 2012
Job Senior Manager at American Express
Industry Financial Services
Experience
American Express July 2015 - Present
American Express June 2014 - July 2015
Capgemini Consulting September 2012 - May 2014
Bank of America June 2010 - August 2012
Stanford Graduate School of Business September 2008 - June 2010
Applied Materials June 2009 - September 2009
Unilever June 2005 - September 2008
Skills
Analytics, Forecasting, Analysis, Portfolio Management, Statistics, Portfolio Strategy, Financial Modeling, Economic Capital, Trading Strategies, Business Operations, Project Management, SAS, Quantitative Analytics, Business Process..., Fixed Income, Finance, Business Analysis, Trading, Capital Markets, Competitive Analysis, Strategy, Investments, Equities, Management, Risk Management
Education
Stanford University 2008 — 2010
MS, Management Science
GIK Institute 2000 — 2004
BS, Computer Engineering
American Express July 2015 - Present
American Express June 2014 - July 2015
Capgemini Consulting September 2012 - May 2014
Bank of America June 2010 - August 2012
Stanford Graduate School of Business September 2008 - June 2010
Applied Materials June 2009 - September 2009
Unilever June 2005 - September 2008
Skills
Analytics, Forecasting, Analysis, Portfolio Management, Statistics, Portfolio Strategy, Financial Modeling, Economic Capital, Trading Strategies, Business Operations, Project Management, SAS, Quantitative Analytics, Business Process..., Fixed Income, Finance, Business Analysis, Trading, Capital Markets, Competitive Analysis, Strategy, Investments, Equities, Management, Risk Management
Education
Stanford University 2008 — 2010
MS, Management Science
GIK Institute 2000 — 2004
BS, Computer Engineering
Leonard Randolph Leonard Randolph's Bank of America Experience January 2000 - December 2002
Job CEO at Randolph Real Estate Company LLC
Industry Real Estate
Experience
Randolph Real Estate Company LLC January 2013 - Present
LPR Management Company August 2003 - Present
Grandma's Cafe - IAH, Ltd. December 2003 - April 2014
Bank of America January 2000 - December 2002
Education
Stanford University 1982 — 1987
Economics
Randolph Real Estate Company LLC January 2013 - Present
LPR Management Company August 2003 - Present
Grandma's Cafe - IAH, Ltd. December 2003 - April 2014
Bank of America January 2000 - December 2002
Education
Stanford University 1982 — 1987
Economics
Vic Esclamado Vic Esclamado's Bank of America Experience January 2001 - March 2006
Job Managing Director, DeVoe & Company, Business Strategy, M&A, Succession & Partner Additions, Valuations
Industry Financial Services
Experience
DeVoe & Company September 2015 - Present
Encore Financial Advisors September 2014 - May 2015
True North Advisors July 2009 - September 2014
Open Finance Network June 2007 - January 2010
Altamira Incentive Solutions January 2006 - December 2007
Bank of America January 2001 - March 2006
Intuit 1995 - 2000
Skills
Strategy, Strategic Financial..., Mergers & Acquisitions, Management, Banking, Financial Services, Executive Management, Entrepreneurship, Leadership, Mergers, Financial Analysis, Risk Management, New Business Development, Product Development, Financial Advisory, Asset Management, Product Management, Due Diligence, Private Equity, Mutual Funds, Investment Advisory, Outsourcing, Wealth Management, Finance, Team Building, Business Process, Coaching, Small Business, Alternative Investments, Start-ups
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Entrepreneurship
Yale University 1972 — 1976
BA, Pre-medical studies
DeVoe & Company September 2015 - Present
Encore Financial Advisors September 2014 - May 2015
True North Advisors July 2009 - September 2014
Open Finance Network June 2007 - January 2010
Altamira Incentive Solutions January 2006 - December 2007
Bank of America January 2001 - March 2006
Intuit 1995 - 2000
Skills
Strategy, Strategic Financial..., Mergers & Acquisitions, Management, Banking, Financial Services, Executive Management, Entrepreneurship, Leadership, Mergers, Financial Analysis, Risk Management, New Business Development, Product Development, Financial Advisory, Asset Management, Product Management, Due Diligence, Private Equity, Mutual Funds, Investment Advisory, Outsourcing, Wealth Management, Finance, Team Building, Business Process, Coaching, Small Business, Alternative Investments, Start-ups
Education
Stanford University Graduate School of Business 1980 — 1982
MBA, Entrepreneurship
Yale University 1972 — 1976
BA, Pre-medical studies
Julia Sze Julia Sze's Bank of America Experience April 2004 - February 2007
Job in the liminal space
Industry Investment Management
Experience
Marin Community Foundation October 2013 - Present
Global Social Venture Competition June 2012 - Present
Sonen Capital, LLC February 2012 - December 2014
Marin Community Foundation June 2006 - October 2014
Mill Valley Public Schools Endowment (Kiddo!) April 2007 - August 2013
Opportunity Fund 2009 - January 2013
Wells Fargo Family Wealth/Abbot Downing 2007 - 2012
Bank of America April 2004 - February 2007
Cameron Global Investments July 2000 - December 2003
Credit Lyonnais Asset Management February 1994 - December 1998
Education
Stanford University 1989 — 1990
MA, East Asian Studies
Stanford University 1985 — 1989
BA, Economics
Marin Community Foundation October 2013 - Present
Global Social Venture Competition June 2012 - Present
Sonen Capital, LLC February 2012 - December 2014
Marin Community Foundation June 2006 - October 2014
Mill Valley Public Schools Endowment (Kiddo!) April 2007 - August 2013
Opportunity Fund 2009 - January 2013
Wells Fargo Family Wealth/Abbot Downing 2007 - 2012
Bank of America April 2004 - February 2007
Cameron Global Investments July 2000 - December 2003
Credit Lyonnais Asset Management February 1994 - December 1998
Education
Stanford University 1989 — 1990
MA, East Asian Studies
Stanford University 1985 — 1989
BA, Economics
Annie Kapnick Annie Kapnick's Bank of America Experience July 2015 - Present
Job Summer Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Credit Suisse June 2012 - August 2012
Skills
Microsoft Excel, Photography, Problem Solving, Mathematics, Environmental Awareness, PowerPoint
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Management Science and Engineering
The Brearley School 2007 — 2011
High School Degree
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Credit Suisse June 2012 - August 2012
Skills
Microsoft Excel, Photography, Problem Solving, Mathematics, Environmental Awareness, PowerPoint
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Management Science and Engineering
The Brearley School 2007 — 2011
High School Degree
Daniel Schra Daniel Schra's Bank of America Experience June 2013 - August 2013
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
Capital One May 2014 - August 2014
UF ISE Student Advisory Council August 2013 - May 2014
Bank of America June 2013 - August 2013
Institute of Industrial Engineers December 2012 - July 2013
GE Transportation May 2012 - August 2012
Lockheed Martin January 2012 - May 2012
Brevard Medical Equipment March 2008 - July 2010
Skills
Microsoft Excel, Access, Data Analysis, Analysis, PowerPoint, Microsoft Office, Management, VBA, Leadership, R, Process Improvement, MS Project, Six Sigma, Continuous Improvement
Education
Stanford University 2014 — 2015
Master's Degree, Management Science and Engineering, 4.06
University of Florida 2010 — 2014
Bachelor of Science, Industrial and Systems Engineering, 3.97 GPA
Merritt Island High School
Merritt Island High School
Capital One April 2015 - Present
Capital One May 2014 - August 2014
UF ISE Student Advisory Council August 2013 - May 2014
Bank of America June 2013 - August 2013
Institute of Industrial Engineers December 2012 - July 2013
GE Transportation May 2012 - August 2012
Lockheed Martin January 2012 - May 2012
Brevard Medical Equipment March 2008 - July 2010
Skills
Microsoft Excel, Access, Data Analysis, Analysis, PowerPoint, Microsoft Office, Management, VBA, Leadership, R, Process Improvement, MS Project, Six Sigma, Continuous Improvement
Education
Stanford University 2014 — 2015
Master's Degree, Management Science and Engineering, 4.06
University of Florida 2010 — 2014
Bachelor of Science, Industrial and Systems Engineering, 3.97 GPA
Merritt Island High School
Merritt Island High School
Gayle Higaki Gayle Higaki's Bank of America Experience 1992 - 1994
Job Director at Bank of America Merrill Lynch (Retired)
Industry Banking
Experience
Bank of America Merrill Lynch 1994 - 2014
Bank of America 1992 - 1994
Bank of America 1980 - 1992
Bank of America 1977 - 1980
Bank of America 1975 - 1977
Bank of America 1974 - 1975
Skills
Capital Markets, Banking, Portfolio Management, Treasury Management, Fixed Income, Cash Management, Loans, Risk Management, Commercial Lending, Investment Banking, Financial Services, Commercial Banking, FX Options, Investments, Credit Risk, Payments, Credit Analysis, Relationship Management, Credit, Derivatives, Structured Finance, Corporate Finance, Financial Markets, Financial Institutions, Valuation, Liquidity Management
Education
Stanford University 1970 — 1973
Bachelor of Arts (B.A.), Psychology
Bank of America Merrill Lynch 1994 - 2014
Bank of America 1992 - 1994
Bank of America 1980 - 1992
Bank of America 1977 - 1980
Bank of America 1975 - 1977
Bank of America 1974 - 1975
Skills
Capital Markets, Banking, Portfolio Management, Treasury Management, Fixed Income, Cash Management, Loans, Risk Management, Commercial Lending, Investment Banking, Financial Services, Commercial Banking, FX Options, Investments, Credit Risk, Payments, Credit Analysis, Relationship Management, Credit, Derivatives, Structured Finance, Corporate Finance, Financial Markets, Financial Institutions, Valuation, Liquidity Management
Education
Stanford University 1970 — 1973
Bachelor of Arts (B.A.), Psychology
John Kirkpatrick's Bank of America Experience 1987 - 1992
Job Vice President, Wealth Advisor at Stanford Investment Group
Industry Investment Management
Experience
Stanford Investment Group August 2006 - Present
BEA Systems, Inc. February 2005 - July 2006
Nuance Communications 1994 - 2005
Bank of America 1987 - 1992
Education
Stanford GSB 1992 — 1994
MBA, MBA
University of Montana 1982 — 1987
BS, Business Finance
Stanford Investment Group August 2006 - Present
BEA Systems, Inc. February 2005 - July 2006
Nuance Communications 1994 - 2005
Bank of America 1987 - 1992
Education
Stanford GSB 1992 — 1994
MBA, MBA
University of Montana 1982 — 1987
BS, Business Finance
Anna Grinchuk's Bank of America Experience July 2009 - March 2013
Job Branch Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2014 - Present
Wells Fargo March 2013 - February 2014
Bank of America July 2009 - March 2013
Champs Sports August 2006 - August 2009
Skills
Training, Management, Coaching, Banking, Sales, Customer Service, Retail Banking, Sales Management, Time Management, Credit Analysis, Negotiation
Education
State College of Florida-Manatee-Sarasota
Wells Fargo February 2014 - Present
Wells Fargo March 2013 - February 2014
Bank of America July 2009 - March 2013
Champs Sports August 2006 - August 2009
Skills
Training, Management, Coaching, Banking, Sales, Customer Service, Retail Banking, Sales Management, Time Management, Credit Analysis, Negotiation
Education
State College of Florida-Manatee-Sarasota
Arturo Perez Arturo Perez's Bank of America Experience March 2012 - February 2013
Job EVP, Chief Marketing Officer at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2013 - Present
Citizens Financial Group, Inc. March 2013 - September 2013
Bank of America March 2012 - February 2013
Bank of America March 2011 - March 2012
Bank of America April 2006 - March 2011
Capital One January 2003 - March 2006
Capital One October 2000 - December 2002
McKinsey & Company 1997 - 2000
Arthur D. Little September 1995 - August 1997
Procter & Gamble of Venezuela June 1991 - July 1993
Skills
Business Strategy, Marketing Strategy, Analytics, Financial Analysis, Integrated Thinking, Project Delivery, New Product Development, Business Development, Financial Services, Consumer Marketing, Credit Risk Management, Product Development, Credit Risk, Segmentation, Retail Banking, Strategy, Management Consulting, Management, Analysis, Finance, Banking, Credit Cards, Strategic Planning, Financial Modeling, Portfolio Management, Marketing, Risk Management, Business Analysis, CRM, Executive Management, Mergers & Acquisitions, Leadership, Cross-functional Team..., Program Management, Credit, Change Management, Consulting
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Business Strategy, Finance, Marketing
Universidad Simón Bolívar 1986 — 1991
BS, Electrical and Electronics Engineering, Cum Laude
Citizens Financial Group, Inc. September 2013 - Present
Citizens Financial Group, Inc. March 2013 - September 2013
Bank of America March 2012 - February 2013
Bank of America March 2011 - March 2012
Bank of America April 2006 - March 2011
Capital One January 2003 - March 2006
Capital One October 2000 - December 2002
McKinsey & Company 1997 - 2000
Arthur D. Little September 1995 - August 1997
Procter & Gamble of Venezuela June 1991 - July 1993
Skills
Business Strategy, Marketing Strategy, Analytics, Financial Analysis, Integrated Thinking, Project Delivery, New Product Development, Business Development, Financial Services, Consumer Marketing, Credit Risk Management, Product Development, Credit Risk, Segmentation, Retail Banking, Strategy, Management Consulting, Management, Analysis, Finance, Banking, Credit Cards, Strategic Planning, Financial Modeling, Portfolio Management, Marketing, Risk Management, Business Analysis, CRM, Executive Management, Mergers & Acquisitions, Leadership, Cross-functional Team..., Program Management, Credit, Change Management, Consulting
Education
Stanford University Graduate School of Business 1993 — 1995
MBA, Business Strategy, Finance, Marketing
Universidad Simón Bolívar 1986 — 1991
BS, Electrical and Electronics Engineering, Cum Laude
Janice Ong Janice Ong's Bank of America Experience April 2004 - February 2008
Job Equity Research Associate at UBS Investment Bank
Industry Financial Services
Experience
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
UBS August 2008 - Present
UBS Investment Bank August 2008 - Present
Oppenheimer & Co. Inc. March 2008 - July 2008
Bank of America April 2004 - February 2008
Credit Suisse July 2003 - April 2004
Credit Suisse July 2001 - July 2003
Skills
Financial Modeling, Equity Research, Strategy, Valuation, Financial Analysis, Due Diligence, Investment Banking, Investments, Hedge Funds, Equities, Retail, Consumer Behaviour, Fashion, E-commerce, Capital Markets
Education
Stanford University 1997 — 2001
B.A., Economics, 3.5
Stanford University 1997 — 2001
BA, Economics
Yijia Zhou Yijia Zhou's Bank of America Experience February 2012 - Present
Job VP, Quantitative Finance at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Bank of America July 2011 - February 2012
AMR Capital Trading June 2010 - September 2010
CICC June 2008 - September 2008
Skills
Quantitative Finance, Quantitative Analytics, Financial Modeling, SQL, Statistics, C++, Matlab, Time Series Analysis, Hedging, Risk Management, Valuation, Monte Carlo Simulation, Derivatives, Programming, Fixed Income, Data Analysis, Data Mining, Market Risk, Analysis, Microsoft Excel, Visual Basic, Quantitative Analysis, Financial Engineering, Quant, Stochastic Calculus, Databases, Interest Rate..., Microsoft Office, Statistical Modeling, Proprietary Trading
Education
Stanford University 2009 — 2011
M.S., Financial Mathematics, 3.9/4.0
Tsinghua University 2005 — 2009
Bachelor of Engineering (B.E.), Industrial Engineering, 3.9/4.0
Tsinghua University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.9/4.0
The Hong Kong University of Science and Technology 2007 — 2007
N/A, Industrial Engineering, 4.0/4.0
Bank of America February 2012 - Present
Bank of America July 2011 - February 2012
AMR Capital Trading June 2010 - September 2010
CICC June 2008 - September 2008
Skills
Quantitative Finance, Quantitative Analytics, Financial Modeling, SQL, Statistics, C++, Matlab, Time Series Analysis, Hedging, Risk Management, Valuation, Monte Carlo Simulation, Derivatives, Programming, Fixed Income, Data Analysis, Data Mining, Market Risk, Analysis, Microsoft Excel, Visual Basic, Quantitative Analysis, Financial Engineering, Quant, Stochastic Calculus, Databases, Interest Rate..., Microsoft Office, Statistical Modeling, Proprietary Trading
Education
Stanford University 2009 — 2011
M.S., Financial Mathematics, 3.9/4.0
Tsinghua University 2005 — 2009
Bachelor of Engineering (B.E.), Industrial Engineering, 3.9/4.0
Tsinghua University 2005 — 2009
Bachelor of Arts (B.A.), Economics, 3.9/4.0
The Hong Kong University of Science and Technology 2007 — 2007
N/A, Industrial Engineering, 4.0/4.0
Fay Krewer Fay Krewer's Bank of America Experience June 2012 - August 2012
Job JD Candidate at Stanford Law School
Industry Legal Services
Experience
Cravath, Swaine & Moore LLP June 2015 - August 2015
Oracle June 2014 - August 2014
DRW Trading Group February 2013 - August 2013
University of Illinois at Urbana-Champaign January 2012 - May 2013
Bank of America June 2012 - August 2012
Education
Stanford University 2013 — 2016
JD Candidate
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Cravath, Swaine & Moore LLP June 2015 - August 2015
Oracle June 2014 - August 2014
DRW Trading Group February 2013 - August 2013
University of Illinois at Urbana-Champaign January 2012 - May 2013
Bank of America June 2012 - August 2012
Education
Stanford University 2013 — 2016
JD Candidate
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Len Norman Len Norman's Bank of America Experience August 1993 - February 2013
Job Retired
Industry Banking
Experience
Bank of America August 1993 - February 2013
Bank of America August 1993 - February 2013
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Credit Risk, Loan Origination, Middle Market
Education
Stanford University Graduate School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Accounting and Finance
University of Virginia 1967 — 1972
Bachelor of City Planning, Urban Studies/Affairs
Bank of America August 1993 - February 2013
Bank of America August 1993 - February 2013
Skills
Commercial Lending, Loans, Credit, Credit Analysis, Credit Risk, Loan Origination, Middle Market
Education
Stanford University Graduate School of Business 1976 — 1978
Master of Business Administration (M.B.A.), Accounting and Finance
University of Virginia 1967 — 1972
Bachelor of City Planning, Urban Studies/Affairs
Cecilia G. O'Reilly's Bank of America Experience June 2002 - September 2002
Job PE and VC Investment and Operational Executive
Industry Financial Services
Experience
ExpoCredit Financial Group October 2012 - Present
CSI Armoring 2011 - 2012
Doctor Diabetic Supply, Inc. 2010 - February 2011
Smoothstone 2008 - 2009
Alcatel-Lucent January 2005 - June 2008
Lucent Technologies September 2003 - December 2005
Bank of America June 2002 - September 2002
Leo Burnett 1999 - 2001
ABN AMRO 1997 - 1999
Skills
Performance Improvement, Business Development, Corporate Finance, Profit & Loss Management, Risk Management, Revenue & Profit Growth, Trade Finance, Treasury Management, Credit, Alternative Investments, Capital Raising, Anti Money Laundering, Human Resources, Turnaround Experience, Wireless, Mobile Technology, Latin America, Six Sigma, Operations Management, Portfolio Management, Board of Directors, Budgeting & Forecasting, Private Equity, Financial Modeling, Due Diligence, Business Planning, Start-ups, Valuation, Management, Telecommunications, CRM, Marketing, Finance, M&A experience, SaaS, Financial Analysis, Investment Banking, Sales Management, Entrepreneurship, Financial Management, Venture Capital, Strategy, Business Strategy, Product Management, Management Consulting, Healthcare, Contract Negotiation, Investor Relations, Crowdfunding, Commercial Lending
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
University of Chicago 1993 — 1997
BA
Carrollton school of the sacred heart
ExpoCredit Financial Group October 2012 - Present
CSI Armoring 2011 - 2012
Doctor Diabetic Supply, Inc. 2010 - February 2011
Smoothstone 2008 - 2009
Alcatel-Lucent January 2005 - June 2008
Lucent Technologies September 2003 - December 2005
Bank of America June 2002 - September 2002
Leo Burnett 1999 - 2001
ABN AMRO 1997 - 1999
Skills
Performance Improvement, Business Development, Corporate Finance, Profit & Loss Management, Risk Management, Revenue & Profit Growth, Trade Finance, Treasury Management, Credit, Alternative Investments, Capital Raising, Anti Money Laundering, Human Resources, Turnaround Experience, Wireless, Mobile Technology, Latin America, Six Sigma, Operations Management, Portfolio Management, Board of Directors, Budgeting & Forecasting, Private Equity, Financial Modeling, Due Diligence, Business Planning, Start-ups, Valuation, Management, Telecommunications, CRM, Marketing, Finance, M&A experience, SaaS, Financial Analysis, Investment Banking, Sales Management, Entrepreneurship, Financial Management, Venture Capital, Strategy, Business Strategy, Product Management, Management Consulting, Healthcare, Contract Negotiation, Investor Relations, Crowdfunding, Commercial Lending
Education
Stanford University Graduate School of Business 2001 — 2003
MBA
University of Chicago 1993 — 1997
BA
Carrollton school of the sacred heart
Andrew Stutz's Bank of America Experience June 2012 - August 2012
Job Product Management @ SalesforceIQ (formerly RelateIQ)
Industry Mechanical or Industrial Engineering
Experience
SalesforceIQ (formerly RelateIQ) June 2013 - Present
Floodgate September 2014 - Present
Kairos Society February 2014 - Present
Stanford University June 2013 - August 2015
Stanford Technology Ventures Program February 2014 - December 2014
Stanford University January 2014 - December 2014
Stanford University June 2013 - June 2014
Stanford Football August 2009 - January 2013
Stanford National Student-Athlete Advisory Committee August 2009 - January 2013
Bank of America June 2012 - August 2012
Skills
Business Strategy, Entrepreneurship, Data Analysis, Research, Leadership, Strategy, Teaching, Analysis, Change Management, Product Management, CRM, Market Research, SaaS, Start-ups
Education
Stanford University
MS, Management, Science, and Engineering, 4.04
University of Oxford
Strategic Management
Stanford University
BS, Management, Science, and Engineering
SalesforceIQ (formerly RelateIQ) June 2013 - Present
Floodgate September 2014 - Present
Kairos Society February 2014 - Present
Stanford University June 2013 - August 2015
Stanford Technology Ventures Program February 2014 - December 2014
Stanford University January 2014 - December 2014
Stanford University June 2013 - June 2014
Stanford Football August 2009 - January 2013
Stanford National Student-Athlete Advisory Committee August 2009 - January 2013
Bank of America June 2012 - August 2012
Skills
Business Strategy, Entrepreneurship, Data Analysis, Research, Leadership, Strategy, Teaching, Analysis, Change Management, Product Management, CRM, Market Research, SaaS, Start-ups
Education
Stanford University
MS, Management, Science, and Engineering, 4.04
University of Oxford
Strategic Management
Stanford University
BS, Management, Science, and Engineering
Everett Watson's Bank of America Experience June 2014 - August 2014
Job GBAM Sales and Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Associated Students of Stanford University April 2014 - June 2015
Stanford Career Development Center April 2014 - June 2015
Bank of America June 2014 - August 2014
CytoSport, Inc. May 2013 - April 2014
McAfee June 2013 - September 2013
Mosaic Sales Solutions March 2012 - December 2012
Stanford University June 2012 - September 2012
Stanford University July 2011 - August 2011
US Congress June 2010 - August 2010
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Excel, Research, Data Analysis, HTML, PowerPoint, Sales Operations, Marketing Strategy, Social Media Marketing, Product Marketing, Event Planning, Leadership, Leadership Development, Entrepreneurship
Education
Stanford University 2011 — 2015
Bachelor of Science (B.S.), Management Science and Engineering, Junior
St. Ignatius College Preparatory 2007 — 2011
H.S Diploma with Honors
Bank of America Merrill Lynch July 2015 - Present
Associated Students of Stanford University April 2014 - June 2015
Stanford Career Development Center April 2014 - June 2015
Bank of America June 2014 - August 2014
CytoSport, Inc. May 2013 - April 2014
McAfee June 2013 - September 2013
Mosaic Sales Solutions March 2012 - December 2012
Stanford University June 2012 - September 2012
Stanford University July 2011 - August 2011
US Congress June 2010 - August 2010
Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Excel, Research, Data Analysis, HTML, PowerPoint, Sales Operations, Marketing Strategy, Social Media Marketing, Product Marketing, Event Planning, Leadership, Leadership Development, Entrepreneurship
Education
Stanford University 2011 — 2015
Bachelor of Science (B.S.), Management Science and Engineering, Junior
St. Ignatius College Preparatory 2007 — 2011
H.S Diploma with Honors
Kent S. Iglehart Kent S. Iglehart's Bank of America Experience March 1991 - July 1997
Job Vice President, Market Risk Audit Manager at Bank of the West
Industry Capital Markets
Experience
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Bank of the West December 2011 - Present
Farm Credit Administration October 2009 - November 2011
Union Bank of California January 2008 - April 2009
Charles Schwab September 2006 - December 2007
UBS Investment Bank November 2005 - August 2006
ZPoint Advisors, LLC. November 2004 - February 2005
Citi October 2000 - December 2004
Citi March 1998 - October 2000
Bank of America March 1991 - July 1997
UBS July 1986 - February 1991
Skills
VAR, Credit, Derivatives, Market Risk, Sales, FAS 157, FAS 133, Risk Management, Interest Rate..., Internal Audit, Fixed Income, Financial Risk, Hedging, Portfolio Management, Hedge Funds, Financial Markets, ALM, Credit Derivatives, Equities, Equity Derivatives, Commodity, Financial Modeling, Investment Banking, Basel II, Banking, Trading, Basel III, Capital Planning, DFAST, CCAR, Securities, Options
Education
Stanford University 1982 — 1986
BA, Quantitative Economics
Gunn High School, Palo Alto, CA 1978 — 1982
Alison Toure Alison Toure's Bank of America Experience 2007 - 2009
Job Vice President, Business Process & Quality Manager at Wells Fargo Home Mortgage
Industry Management Consulting
Experience
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo Home Mortgage October 2012 - Present
VALERE, LLC March 2012 - October 2012
Wells Fargo Advisors April 2010 - March 2012
hiSoft U.S. IT Services July 2009 - March 2012
Best Buy 2012 - 2012
Bank of America 2007 - 2009
Ingersoll-Rand 2005 - 2007
Coca-Cola Enterprises February 2003 - August 2005
Accenture September 1996 - February 2003
Skills
Business Change..., Program Management, Organizational Learning, Change Management, Management Consulting, Visio
Education
Stanford University 1992 — 1996
Bachelors, Human Biology
PMI Prep
Wells Fargo Home Mortgage September 2013 - Present
Wells Fargo Home Mortgage October 2012 - Present
VALERE, LLC March 2012 - October 2012
Wells Fargo Advisors April 2010 - March 2012
hiSoft U.S. IT Services July 2009 - March 2012
Best Buy 2012 - 2012
Bank of America 2007 - 2009
Ingersoll-Rand 2005 - 2007
Coca-Cola Enterprises February 2003 - August 2005
Accenture September 1996 - February 2003
Skills
Business Change..., Program Management, Organizational Learning, Change Management, Management Consulting, Visio
Education
Stanford University 1992 — 1996
Bachelors, Human Biology
PMI Prep
Tony Thrall's Bank of America Experience October 2014 - Present
Job SVP, Marketing Valuation Modeling at Bank of America
Industry Financial Services
Experience
Bank of America October 2014 - Present
AIG October 2013 - October 2014
eBay November 2010 - July 2013
Yahoo! Inc. September 2005 - August 2010
UC Berkeley Extension September 1997 - July 2010
Pearson Education August 2000 - February 2005
Electric Power Research Institute August 1986 - June 1993
Systems Applications, Inc. June 1981 - August 1986
UCLA School of Medicine June 1974 - June 1981
Skills
Marketing Research, Statistics, Analytics, Analysis, Competitive Analysis, Management, Research, Business Development, Data Mining, Statistical Modeling, Data Analysis, Program Management, Software Development, Team Management, Quantitative Research, Leadership, R, User Experience, Design of Experiments, Algorithms, Research Design, Time Series Analysis, Big Data, Mathematical Modeling, Predictive Modeling, Predictive Analytics, Machine Learning, Quantitative Analytics, Data Visualization, Team Leadership
Education
Stanford University 1993 — 1994
MA, Education
University of California, Berkeley 1974 — 1977
PhD, Statistics
University of California, Los Angeles 1972 — 1974
MA, Mathematics
University of California, Santa Cruz 1969 — 1970
BA, Mathematics
Del Mar High School, San Jose 1963 — 1966
high school diploma
Bank of America October 2014 - Present
AIG October 2013 - October 2014
eBay November 2010 - July 2013
Yahoo! Inc. September 2005 - August 2010
UC Berkeley Extension September 1997 - July 2010
Pearson Education August 2000 - February 2005
Electric Power Research Institute August 1986 - June 1993
Systems Applications, Inc. June 1981 - August 1986
UCLA School of Medicine June 1974 - June 1981
Skills
Marketing Research, Statistics, Analytics, Analysis, Competitive Analysis, Management, Research, Business Development, Data Mining, Statistical Modeling, Data Analysis, Program Management, Software Development, Team Management, Quantitative Research, Leadership, R, User Experience, Design of Experiments, Algorithms, Research Design, Time Series Analysis, Big Data, Mathematical Modeling, Predictive Modeling, Predictive Analytics, Machine Learning, Quantitative Analytics, Data Visualization, Team Leadership
Education
Stanford University 1993 — 1994
MA, Education
University of California, Berkeley 1974 — 1977
PhD, Statistics
University of California, Los Angeles 1972 — 1974
MA, Mathematics
University of California, Santa Cruz 1969 — 1970
BA, Mathematics
Del Mar High School, San Jose 1963 — 1966
high school diploma
Stephanie McAuliffe Stephanie McAuliffe's Bank of America Experience 1977 - 1979
Job Retired!
Industry Philanthropy
Experience
Redtail Consulting LLC April 2012 - Present
The David and Lucile Packard Foundation September 1998 - November 2011
Wells Fargo Bank 1979 - 1998
Bank of America 1977 - 1979
Skills
Philanthropy, Non-profits, Grants, Strategic Communications, Grant Writing, Program Development, Fundraising, Community Outreach, Social Media, Capacity Building, Program Evaluation, Volunteer Management, Public Speaking, International..., Community Development, Public Policy, Event Planning, Organizational..., Board Development, Leadership Development, NGOs, Public Relations
Education
Stanford University 1968 — 1972
AB, English
Redtail Consulting LLC April 2012 - Present
The David and Lucile Packard Foundation September 1998 - November 2011
Wells Fargo Bank 1979 - 1998
Bank of America 1977 - 1979
Skills
Philanthropy, Non-profits, Grants, Strategic Communications, Grant Writing, Program Development, Fundraising, Community Outreach, Social Media, Capacity Building, Program Evaluation, Volunteer Management, Public Speaking, International..., Community Development, Public Policy, Event Planning, Organizational..., Board Development, Leadership Development, NGOs, Public Relations
Education
Stanford University 1968 — 1972
AB, English
Carter McClelland Carter McClelland's Bank of America Experience 1998 - 2006
Job Chairman at Union Square Advisors
Industry Investment Banking
Experience
Union Square Advisors July 2007 - Present
Bank of America 1998 - 2006
Morgan Stanley 1973 - 1995
Skills
Investment Banking, Private Placements, Capital Markets, Equities, Private Equity, Venture Capital, Hedge Funds, Valuation, Corporate Finance, Fixed Income, Mergers, Financial Modeling, Business Valuation, Investments, Bloomberg, LBO, M&A experience, Start-ups, Mergers & Acquisitions, Corporate Development, Strategy, Finance, IPO, Due Diligence
Education
Stanford University Graduate School of Business 1971 — 1973
MBA
Union Square Advisors July 2007 - Present
Bank of America 1998 - 2006
Morgan Stanley 1973 - 1995
Skills
Investment Banking, Private Placements, Capital Markets, Equities, Private Equity, Venture Capital, Hedge Funds, Valuation, Corporate Finance, Fixed Income, Mergers, Financial Modeling, Business Valuation, Investments, Bloomberg, LBO, M&A experience, Start-ups, Mergers & Acquisitions, Corporate Development, Strategy, Finance, IPO, Due Diligence
Education
Stanford University Graduate School of Business 1971 — 1973
MBA
Scott Arey Scott Arey's Bank of America Experience October 1985 - December 1995
Job Chief Financial Officer at Calpian, Inc (CLPI)
Industry Venture Capital & Private Equity
Experience
Calpian, Inc (CLPI) November 2013 - Present
Alsbridge October 2009 - October 2013
Journey Education Marketing June 2007 - November 2009
ARESCOM, Inc. October 2001 - September 2007
Endymion Systems, Inc. (ESI) April 2000 - October 2001
Golden State International 1998 - 2000
Bank of America October 1985 - December 1995
KPMG Peat Marwick June 1984 - October 1985
Skills
Mergers, Accounting, Investments, Banking, IPO, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Investor Relations, Executive Management, Strategic Planning, Capital, Acquisitions, Acquisition Integration, Restructuring, Start-ups, Valuation, Turn Around Management, Financial Reporting, Managerial Finance, Internal Controls, Finance, M&A experience, Business Valuation, Risk Management, Project Finance, Management Consulting, Cash Flow Forecasting, Working Capital..., Consolidation, Equities, Business Strategy, Forecasting, Treasury, International Finance, Capital Raising, Capital Markets, Business Development, Strategic Financial..., Business Planning, Strategy, Cash Management, Treasury Management, SEC filings, Divestitures, SEC, Sarbanes-Oxley
Education
Stanford University 1981 — 1984
Bachelor of Arts (B.A.), Public Policy
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Calpian, Inc (CLPI) November 2013 - Present
Alsbridge October 2009 - October 2013
Journey Education Marketing June 2007 - November 2009
ARESCOM, Inc. October 2001 - September 2007
Endymion Systems, Inc. (ESI) April 2000 - October 2001
Golden State International 1998 - 2000
Bank of America October 1985 - December 1995
KPMG Peat Marwick June 1984 - October 1985
Skills
Mergers, Accounting, Investments, Banking, IPO, Financial Analysis, Due Diligence, Financial Modeling, Private Equity, Venture Capital, Corporate Finance, Investor Relations, Executive Management, Strategic Planning, Capital, Acquisitions, Acquisition Integration, Restructuring, Start-ups, Valuation, Turn Around Management, Financial Reporting, Managerial Finance, Internal Controls, Finance, M&A experience, Business Valuation, Risk Management, Project Finance, Management Consulting, Cash Flow Forecasting, Working Capital..., Consolidation, Equities, Business Strategy, Forecasting, Treasury, International Finance, Capital Raising, Capital Markets, Business Development, Strategic Financial..., Business Planning, Strategy, Cash Management, Treasury Management, SEC filings, Divestitures, SEC, Sarbanes-Oxley
Education
Stanford University 1981 — 1984
Bachelor of Arts (B.A.), Public Policy
Stanford University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Esther Mattingly Esther Mattingly's Bank of America Experience February 1998 - Present
Job Statistician at Bank of America
Industry Banking
Experience
Bank of America February 1998 - Present
Education
Stanford University 1982 — 1989
Master of Science
Bank of America February 1998 - Present
Education
Stanford University 1982 — 1989
Master of Science
John P. Flinn John P. Flinn's Bank of America Experience 1993 - 1995
Job Capital Markets Group at American AgCredit
Industry Capital Markets
Experience
American AgCredit September 2014 - Present
US Bank February 2010 - September 2014
National Australia Bank / GWB 2009 - 2010
US Bank 2004 - 2009
Silicon Valley Bank 1999 - 2002
Pacific Stock Exchange 1995 - 1999
Bank of America 1993 - 1995
Bank of America 1991 - 1993
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Credit, Management, Loan Origination, Credit Analysis, Financial Analysis, Treasury Management, Mergers & Acquisitions, Investments, Credit Risk, Risk Management, Corporate Finance, Trading, Capital Markets, Option Pricing Models, Private Equity, Venture Capital, Start-up Consulting, Real Estate Economics, Start-up Ventures, Syndications, Tournament Sport Fishing, Portfolio Management, Financial Modeling, Finance
Education
Willamette University
Business/Economics
Stanford University Graduate School of Business
Entrepreneurial Studies
University of California, Davis - Graduate School of Management
Viticulture and Enology
American AgCredit September 2014 - Present
US Bank February 2010 - September 2014
National Australia Bank / GWB 2009 - 2010
US Bank 2004 - 2009
Silicon Valley Bank 1999 - 2002
Pacific Stock Exchange 1995 - 1999
Bank of America 1993 - 1995
Bank of America 1991 - 1993
Skills
Loans, Banking, Commercial Banking, Commercial Lending, Credit, Management, Loan Origination, Credit Analysis, Financial Analysis, Treasury Management, Mergers & Acquisitions, Investments, Credit Risk, Risk Management, Corporate Finance, Trading, Capital Markets, Option Pricing Models, Private Equity, Venture Capital, Start-up Consulting, Real Estate Economics, Start-up Ventures, Syndications, Tournament Sport Fishing, Portfolio Management, Financial Modeling, Finance
Education
Willamette University
Business/Economics
Stanford University Graduate School of Business
Entrepreneurial Studies
University of California, Davis - Graduate School of Management
Viticulture and Enology
Rich Johnstun Rich Johnstun's Bank of America Experience 2000 - 2002
Job Manager Global Service Techologies at Diebold
Industry Information Technology and Services
Experience
Diebold June 2014 - Present
Diebold May 2013 - May 2014
Diebold April 2008 - May 2013
Diebold January 2002 - April 2008
Bank of America 2000 - 2002
Bank of America 1999 - 2000
Bank of America 1995 - 1999
Skills
Camtasia, Sony Vegas, Articulate, Flash, ATM, Alarms, Word, Wordpress, HTML, Audio Editing, Blended Learning, E-Learning, Instructional Design, Instructor-led Training, SharePoint, Software Installation, ATM networks, WordPress, Microsoft Word, Captivate, Learning Management..., Needs Analysis, Alarm Systems, ADDIE, Training, Knowledge Management, Program Management, Technical Training, Networking, Audacity, Technical Writing, Software Documentation, Training Delivery, SCORM, Integration, Technical Support, Change Management, Multimedia, Learning Management, Project Management, Content Management
Education
Stark State College of Technology 2008 — 2012
Web Design and Development
Los Positas College 1996 — 1999
Associate’s Degree, Computer Science
Diebold June 2014 - Present
Diebold May 2013 - May 2014
Diebold April 2008 - May 2013
Diebold January 2002 - April 2008
Bank of America 2000 - 2002
Bank of America 1999 - 2000
Bank of America 1995 - 1999
Skills
Camtasia, Sony Vegas, Articulate, Flash, ATM, Alarms, Word, Wordpress, HTML, Audio Editing, Blended Learning, E-Learning, Instructional Design, Instructor-led Training, SharePoint, Software Installation, ATM networks, WordPress, Microsoft Word, Captivate, Learning Management..., Needs Analysis, Alarm Systems, ADDIE, Training, Knowledge Management, Program Management, Technical Training, Networking, Audacity, Technical Writing, Software Documentation, Training Delivery, SCORM, Integration, Technical Support, Change Management, Multimedia, Learning Management, Project Management, Content Management
Education
Stark State College of Technology 2008 — 2012
Web Design and Development
Los Positas College 1996 — 1999
Associate’s Degree, Computer Science
Duncan M. Witte's Bank of America Experience 1997 - 2000
Job
Industry Information Technology and Services
Experience
i_SW Corporation June 2008 - Present
i_SW Corporation 2008 - Present
BrightPlanet Corporation February 2004 - May 2008
Lante Corporation 2000 - 2003
Bank of America 1997 - 2000
D.M. Witte and Associates, Inc. 1994 - 1997
Atlantic Richfield Corporation 1980 - 1994
Skills
Data Warehousing, Information Analysis, Data Modeling, Enterprise Architecture, Agile Methodologies, Big Data, Analytics, Information Architecture, IT Strategy, IT Management, Project Management, Program Management, Cost Benefit, Risk Management, Private Pilot, Consulting, Agile Project Management, Management, Cloud Computing, Software Development, Integration, System Architecture, Software Project..., Requirements Analysis, Scrum, Information Technology
Education
Stanford University 1975 — 1977
M.S., Applied Earth Sciences
Stanford University 1971 — 1975
B.S., Applied Earth Sciences
i_SW Corporation June 2008 - Present
i_SW Corporation 2008 - Present
BrightPlanet Corporation February 2004 - May 2008
Lante Corporation 2000 - 2003
Bank of America 1997 - 2000
D.M. Witte and Associates, Inc. 1994 - 1997
Atlantic Richfield Corporation 1980 - 1994
Skills
Data Warehousing, Information Analysis, Data Modeling, Enterprise Architecture, Agile Methodologies, Big Data, Analytics, Information Architecture, IT Strategy, IT Management, Project Management, Program Management, Cost Benefit, Risk Management, Private Pilot, Consulting, Agile Project Management, Management, Cloud Computing, Software Development, Integration, System Architecture, Software Project..., Requirements Analysis, Scrum, Information Technology
Education
Stanford University 1975 — 1977
M.S., Applied Earth Sciences
Stanford University 1971 — 1975
B.S., Applied Earth Sciences
Diane Helfrey's Bank of America Experience September 1993 - March 2004
Job Executive Director, Social Venture Partners Los Angeles
Industry Nonprofit Organization Management
Experience
Social Venture Partners Los Angeles October 2005 - Present
EdTec., Inc July 2006 - February 2010
Bank of America September 1993 - March 2004
Skills
Strategic Planning, Project Management, Financial Services, Performance Metrics, Six Sigma, Venture Philanthropy, Non-profits, Charter Schools, Non-profit Consulting, Fundraising, Philanthropy, Program Development, Start-ups, Entrepreneurship, Public Speaking, Strategic Partnerships, Management Consulting, Leadership Development, Business Strategy, Business Development, Team Building, Strategy, Nonprofits, Grants, Community Outreach, Executive Coaching, Social Entrepreneurship, Organizational..., Volunteer Management, Grant Writing, Program Management, Workshop Facilitation, Board Development, Leadership, Non-profit..., Social Enterprise, Strategic Communications, Staff Development, Program Evaluation, Corporate Social...
Education
Stanford Graduate School of Business 1991 — 1993
MBA
UC San Diego 1983 — 1987
BA, Management Science, minor in Psychology
Social Venture Partners Los Angeles October 2005 - Present
EdTec., Inc July 2006 - February 2010
Bank of America September 1993 - March 2004
Skills
Strategic Planning, Project Management, Financial Services, Performance Metrics, Six Sigma, Venture Philanthropy, Non-profits, Charter Schools, Non-profit Consulting, Fundraising, Philanthropy, Program Development, Start-ups, Entrepreneurship, Public Speaking, Strategic Partnerships, Management Consulting, Leadership Development, Business Strategy, Business Development, Team Building, Strategy, Nonprofits, Grants, Community Outreach, Executive Coaching, Social Entrepreneurship, Organizational..., Volunteer Management, Grant Writing, Program Management, Workshop Facilitation, Board Development, Leadership, Non-profit..., Social Enterprise, Strategic Communications, Staff Development, Program Evaluation, Corporate Social...
Education
Stanford Graduate School of Business 1991 — 1993
MBA
UC San Diego 1983 — 1987
BA, Management Science, minor in Psychology
Nick Iuppa's Bank of America Experience October 1979 - February 1984
Job
Industry E-Learning
Experience
Nick Iuppa January 2005 - Present
Iuppa Creative Group January 2004 - Present
Iuppa Creative Group August 2006 - Present
Paramount Simulation Group 2002 - 2004
Paramount Digital Entertainment 1997 - 2002
Paramount Pictures 1995 - 1997
Paramount Interactive 1993 - 1995
Hewlette Packard October 1991 - October 1992
Apple Computer October 1987 - February 1991
Bank of America October 1979 - February 1984
Skills
Production, Writing, Creative Direction, Entertainment, Digital Media, Television, Screenwriting, Content Strategy, Film Production, Video, Video Production, Copywriting, New Media, Creative Writing, Final Cut Pro, Broadcast, Advertising, Adobe Creative Suite, Multimedia, Video Editing, Producing, Content Development, Storytelling, Integrated Marketing, Media Production, Editing, Content Management, Video Games, Commercials, Digital Video, Motion Graphics, Training, Simulation Software, Animation, Creative Strategy, User Experience, Web Video, Documentaries, Voice Over, After Effects, Directing, Scripting, HD Video, Feature Films, Short Films, Final Cut Studio, Narrative, Music Videos, Pre-production, Camera
Education
Stanford University 1964 — 1966
Master of Arts (M.A.), Communication
University of Notre Dame 1960 — 1964
Bachelor of Arts (B.A.), Communication Arts
Nick Iuppa January 2005 - Present
Iuppa Creative Group January 2004 - Present
Iuppa Creative Group August 2006 - Present
Paramount Simulation Group 2002 - 2004
Paramount Digital Entertainment 1997 - 2002
Paramount Pictures 1995 - 1997
Paramount Interactive 1993 - 1995
Hewlette Packard October 1991 - October 1992
Apple Computer October 1987 - February 1991
Bank of America October 1979 - February 1984
Skills
Production, Writing, Creative Direction, Entertainment, Digital Media, Television, Screenwriting, Content Strategy, Film Production, Video, Video Production, Copywriting, New Media, Creative Writing, Final Cut Pro, Broadcast, Advertising, Adobe Creative Suite, Multimedia, Video Editing, Producing, Content Development, Storytelling, Integrated Marketing, Media Production, Editing, Content Management, Video Games, Commercials, Digital Video, Motion Graphics, Training, Simulation Software, Animation, Creative Strategy, User Experience, Web Video, Documentaries, Voice Over, After Effects, Directing, Scripting, HD Video, Feature Films, Short Films, Final Cut Studio, Narrative, Music Videos, Pre-production, Camera
Education
Stanford University 1964 — 1966
Master of Arts (M.A.), Communication
University of Notre Dame 1960 — 1964
Bachelor of Arts (B.A.), Communication Arts
Jean Duan Ph.D.'s Bank of America Experience 2009 - 2013
Job Director, Senior Quantitative Analyst In Counterparty Credit Risk and Market Risk Analytics
Industry Financial Services
Experience
TIAA-CREF Financial Services 2014 - Present
Bank of America 2009 - 2013
Credit Suisse 2008 - 2009
Citigroup 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Market Risk, FX Options, Derivatives, Quantitative Finance, Fixed Income, Credit/Counterparty..., Machine Learning, Market Risk Analytics, Quantitative Analytics, Credit Derivatives, Options, Capital Markets, Enerygy Derivative..., Structured Products, Multi Asset Risk...
Education
Stanford University
MSc In Finacial Mathematics
University of Southern California
Ph. D. In Earthquake Engineering
TIAA-CREF Financial Services 2014 - Present
Bank of America 2009 - 2013
Credit Suisse 2008 - 2009
Citigroup 2006 - 2007
Morgan Stanley 2005 - 2006
Skills
Market Risk, FX Options, Derivatives, Quantitative Finance, Fixed Income, Credit/Counterparty..., Machine Learning, Market Risk Analytics, Quantitative Analytics, Credit Derivatives, Options, Capital Markets, Enerygy Derivative..., Structured Products, Multi Asset Risk...
Education
Stanford University
MSc In Finacial Mathematics
University of Southern California
Ph. D. In Earthquake Engineering
Chun Ming's Bank of America Experience September 2009 - Present
Job Fixed income Technology
Industry Banking
Experience
Bank of America September 2009 - Present
Barclays Capital 2008 - 2009
Bear stearn 2007 - 2008
Bank of America 2005 - 2007
lehman brothers 2003 - 2005
Deutsche Bank 2000 - 2003
Lehman Brothers 1998 - 2000
Education
Stanford University
MSEE
Bank of America September 2009 - Present
Barclays Capital 2008 - 2009
Bear stearn 2007 - 2008
Bank of America 2005 - 2007
lehman brothers 2003 - 2005
Deutsche Bank 2000 - 2003
Lehman Brothers 1998 - 2000
Education
Stanford University
MSEE
Lucia Mendoza-Ronquillo's Bank of America Experience December 1985 - February 1999
Job Marketing Strategy, Technology, Process Optimization and Analytics Leader
Industry Investment Management
Experience
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
Gregory Stein's Bank of America Experience December 1997 - April 1999
Job Director, Financial Technology at Financial Engines
Industry Financial Services
Experience
Financial Engines June 1999 - Present
Bank of America December 1997 - April 1999
North American Mortgage Company September 1996 - November 1997
Skills
Financial Services, Portfolio Optimization, Valuation, Financial Modeling, Portfolio Management, Derivatives, Investments, Financial Risk, Capital Markets, Statistics
Education
Stanford University Graduate School of Business 1995 — 1996
Finance
Stanford University 1987 — 1992
A.B./A.M., Economics
Financial Engines June 1999 - Present
Bank of America December 1997 - April 1999
North American Mortgage Company September 1996 - November 1997
Skills
Financial Services, Portfolio Optimization, Valuation, Financial Modeling, Portfolio Management, Derivatives, Investments, Financial Risk, Capital Markets, Statistics
Education
Stanford University Graduate School of Business 1995 — 1996
Finance
Stanford University 1987 — 1992
A.B./A.M., Economics
Brian Chin's Bank of America Experience 1992 - March 2000
Job Senior Manager at Apple
Industry Consumer Electronics
Experience
Apple June 2013 - Present
Wells Fargo Bank July 2006 - May 2013
Sanmina May 2002 - June 2006
Solectron March 2001 - April 2002
GetThere March 2000 - October 2000
Bank of America 1992 - March 2000
ABN AMRO Bank N.V. 1991 - 1992
The Bank of New York 1987 - 1991
Skills
Certified Treasury...
Education
Stanford University
Apple June 2013 - Present
Wells Fargo Bank July 2006 - May 2013
Sanmina May 2002 - June 2006
Solectron March 2001 - April 2002
GetThere March 2000 - October 2000
Bank of America 1992 - March 2000
ABN AMRO Bank N.V. 1991 - 1992
The Bank of New York 1987 - 1991
Skills
Certified Treasury...
Education
Stanford University
Gregory D. (Greg) Jones's Bank of America Experience July 2003 - February 2007
Job Managing Director Diversity & Inclusion at United Airlines
Industry Airlines/Aviation
Experience
United Airlines November 2013 - Present
Northwestern Mutual July 2009 - November 2013
UBS Wealth Management February 2007 - April 2009
Bank of America July 2003 - February 2007
Chase Winters March 2002 - July 2003
Egon Zehnder 1999 - 2001
GE Healthcare May 1989 - December 1999
Skills
Talent Management, Employee Training, HRIS, Coaching, Organizational..., Succession Planning, Recruiting, Sourcing, Talent Acquisition, Executive Search, Mergers & Acquisitions, Onboarding, Performance Management, Executive Management, Organizational Design, Employee Relations, Applicant Tracking..., Interviews, Executive Coaching, Cross-functional Team..., Deferred Compensation, Personnel Management, Strategy, Business Process..., Employee Engagement, Public Speaking, Change Management, Consulting, Career Development, Leadership, Leadership Development, Business Strategy, Employee Benefits, Diversity & Inclusion, Program Management, Project Management, Management Consulting, Team Building, Financial Services, Workforce Planning, Process Improvement, Management, Training, College Recruiting, Organizational..., HR Consulting, Conflict Resolution, Business Development, Team Leadership, Strategic Planning
Education
Stanford University 1987 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Tuskegee University 1982 — 1987
Bachelor of Science (BS), Electrical Engineering
United Airlines November 2013 - Present
Northwestern Mutual July 2009 - November 2013
UBS Wealth Management February 2007 - April 2009
Bank of America July 2003 - February 2007
Chase Winters March 2002 - July 2003
Egon Zehnder 1999 - 2001
GE Healthcare May 1989 - December 1999
Skills
Talent Management, Employee Training, HRIS, Coaching, Organizational..., Succession Planning, Recruiting, Sourcing, Talent Acquisition, Executive Search, Mergers & Acquisitions, Onboarding, Performance Management, Executive Management, Organizational Design, Employee Relations, Applicant Tracking..., Interviews, Executive Coaching, Cross-functional Team..., Deferred Compensation, Personnel Management, Strategy, Business Process..., Employee Engagement, Public Speaking, Change Management, Consulting, Career Development, Leadership, Leadership Development, Business Strategy, Employee Benefits, Diversity & Inclusion, Program Management, Project Management, Management Consulting, Team Building, Financial Services, Workforce Planning, Process Improvement, Management, Training, College Recruiting, Organizational..., HR Consulting, Conflict Resolution, Business Development, Team Leadership, Strategic Planning
Education
Stanford University 1987 — 1989
Master of Science (MS), Electrical and Electronics Engineering
Tuskegee University 1982 — 1987
Bachelor of Science (BS), Electrical Engineering
Anna Freitas's Bank of America Experience 1990 - 1996
Job Strategic Project Manager Consultant
Industry Information Technology and Services
Experience
Freitas & Associates February 2012 - Present
Wells Fargo April 2008 - August 2011
Wells Fargo 2007 - 2008
Wells Fargo 1997 - 2006
Bank of America 1990 - 1996
Skills
MS Project, Field Operations, Project Management, Business Requirements, System Implementations, Business Intelligence
Education
Stanford University
Bachelor of Arts (BA), Anthropology with minors in Economics, Math, French
University of Minnesota-Twin Cities
2 years graduate studies in PhD program, Anthropology and Archeology
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, Management, Marketing
Coaches Training Institute (CTI)
Leadership and Coaching
Freitas & Associates February 2012 - Present
Wells Fargo April 2008 - August 2011
Wells Fargo 2007 - 2008
Wells Fargo 1997 - 2006
Bank of America 1990 - 1996
Skills
MS Project, Field Operations, Project Management, Business Requirements, System Implementations, Business Intelligence
Education
Stanford University
Bachelor of Arts (BA), Anthropology with minors in Economics, Math, French
University of Minnesota-Twin Cities
2 years graduate studies in PhD program, Anthropology and Archeology
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, Management, Marketing
Coaches Training Institute (CTI)
Leadership and Coaching
Alan Forkosh's Bank of America Experience December 1981 - August 2009
Job Guru (Retired) at Forkosh Associates
Industry Financial Services
Experience
Forkosh Associates August 2009 - Present
Bank Of America December 1981 - August 2009
Skills
Financial Modeling, SAS
Education
Stanford University 1971 — 1975
MS, Mathematics
University of California, Los Angeles 1967 — 1971
BA, Mathematics
Forkosh Associates August 2009 - Present
Bank Of America December 1981 - August 2009
Skills
Financial Modeling, SAS
Education
Stanford University 1971 — 1975
MS, Mathematics
University of California, Los Angeles 1967 — 1971
BA, Mathematics
Stephen Mauro's Bank of America Experience June 2007 - January 2012
Job Lead Developer at Logorinth, LLC
Industry Investment Banking
Experience
Logorinth, LLC January 2013 - Present
Barclays Capital June 2012 - January 2013
Bank of America June 2007 - January 2012
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2006 - 2007
Skills
Business Analysis, Fixed Income, Requirements Analysis, SQL, Project Management, Financial Analysis, Valuation, Agile Methodologies, Oracle, Trading Systems, Capital Markets, Data Analysis, Java, XML, Strategic Planning, Product Management, Call Center, Customer Experience, Venture Capital
Education
Stanford University 1984 — 1988
BS, Computer Systems Engineering
Logorinth, LLC January 2013 - Present
Barclays Capital June 2012 - January 2013
Bank of America June 2007 - January 2012
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2006 - 2007
Skills
Business Analysis, Fixed Income, Requirements Analysis, SQL, Project Management, Financial Analysis, Valuation, Agile Methodologies, Oracle, Trading Systems, Capital Markets, Data Analysis, Java, XML, Strategic Planning, Product Management, Call Center, Customer Experience, Venture Capital
Education
Stanford University 1984 — 1988
BS, Computer Systems Engineering
Andy Capdarest's Bank of America Experience 2001 - Present
Job Principal at Bank of America
Industry Financial Services
Experience
Bank of America 2001 - Present
Skills
Financial Modeling, Portfolio Management
Education
UCLA Anderson School of Management 1999 — 2001
M.B.A
Stanford University 1989 — 1993
A.B., Economics
Bank of America 2001 - Present
Skills
Financial Modeling, Portfolio Management
Education
UCLA Anderson School of Management 1999 — 2001
M.B.A
Stanford University 1989 — 1993
A.B., Economics
Kelly Wright's Bank of America Experience 1993 - 1996
Job Executive Vice President, Sales at Tableau Software
Industry Computer Software
Experience
Tableau Software February 2005 - Present
AtHoc 1999 - 2005
Bain & Company 1998 - 1999
McKinsey & Company 1997 - 1997
Bank of America 1993 - 1996
Dale Carnegie Training 1992 - 1993
Southwestern Company 1988 - 1992
Skills
Tableau, Data Visualization, Analytics, Business Intelligence, Software Sales, Data Analysis, Start-ups, Databases, Sales Management, Direct Sales, Business Intelligence..., Business Analysis, Account Management, Training, Strategy, Enterprise Software, Business Development, Cloud Computing, Software Industry, Sales Operations, Management, CRM, Salesforce.com, SaaS, Leadership, Sales, Product Marketing, Analysis, Lead Generation, Selling, Strategic Partnerships, Professional Services, Team Leadership
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Entrepreneurship/Entrepreneurial Studies
Stanford University 1988 — 1992
BA, Political Science
Tableau Software February 2005 - Present
AtHoc 1999 - 2005
Bain & Company 1998 - 1999
McKinsey & Company 1997 - 1997
Bank of America 1993 - 1996
Dale Carnegie Training 1992 - 1993
Southwestern Company 1988 - 1992
Skills
Tableau, Data Visualization, Analytics, Business Intelligence, Software Sales, Data Analysis, Start-ups, Databases, Sales Management, Direct Sales, Business Intelligence..., Business Analysis, Account Management, Training, Strategy, Enterprise Software, Business Development, Cloud Computing, Software Industry, Sales Operations, Management, CRM, Salesforce.com, SaaS, Leadership, Sales, Product Marketing, Analysis, Lead Generation, Selling, Strategic Partnerships, Professional Services, Team Leadership
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Entrepreneurship/Entrepreneurial Studies
Stanford University 1988 — 1992
BA, Political Science
Preston DuFauchard's Bank of America Experience 1997 - 2005
Job Member, Board of Trustees at PennyMac Real Estate Investment Trust
Industry Financial Services
Experience
Financial Services Industry January 2012 - Present
PennyMac Real Estate Investment Trust November 2012 - Present
Department of Corporations June 2006 - December 2011
Bank of America 1997 - 2005
Landels, Ripley & Diamond 1995 - 1997
Brobeck, Phleger & Harrison 1984 - 1995
Skills
Corporate Governance, Litigation, Mediation, Legal Writing, Legal Research, Privacy Law, Securities Fraud, Securities Offerings, Securities Litigation, Securities Regulation, Corporate Law, Due Diligence, Litigation Support, Licensing, Bankruptcy, Arbitration, Intellectual Property, Commercial Litigation
Education
University of California, Berkeley - School of Law 1981 — 1984
Doctor of Law (J.D.)
Stanford University 1974 — 1979
B.A., Anthropology
Financial Services Industry January 2012 - Present
PennyMac Real Estate Investment Trust November 2012 - Present
Department of Corporations June 2006 - December 2011
Bank of America 1997 - 2005
Landels, Ripley & Diamond 1995 - 1997
Brobeck, Phleger & Harrison 1984 - 1995
Skills
Corporate Governance, Litigation, Mediation, Legal Writing, Legal Research, Privacy Law, Securities Fraud, Securities Offerings, Securities Litigation, Securities Regulation, Corporate Law, Due Diligence, Litigation Support, Licensing, Bankruptcy, Arbitration, Intellectual Property, Commercial Litigation
Education
University of California, Berkeley - School of Law 1981 — 1984
Doctor of Law (J.D.)
Stanford University 1974 — 1979
B.A., Anthropology
Kathie Catanzarite's Bank of America Experience 2006 - 2007
Job Director, Human Resources at Blue Cross Blue Shield of DE
Industry Financial Services
Experience
Blue Cross Blue Shield of DE December 2008 - Present
Blue Cross Blue Shield of Delaware 2008 - Present
MBNA America October 1985 - June 2007
Bank of America 2006 - 2007
MBNA 1985 - 2007
MBNA America 1985 - 2007
MBNA America Bank, N.A. 1985 - 2007
Education
Stanford University
Executive HR Program
Wilmington University
Villanova University
Professional Certificate Program
Blue Cross Blue Shield of DE December 2008 - Present
Blue Cross Blue Shield of Delaware 2008 - Present
MBNA America October 1985 - June 2007
Bank of America 2006 - 2007
MBNA 1985 - 2007
MBNA America 1985 - 2007
MBNA America Bank, N.A. 1985 - 2007
Education
Stanford University
Executive HR Program
Wilmington University
Villanova University
Professional Certificate Program
Christopher Borjon's Bank of America Experience 1993 - 2000
Job Cabezon Investment Group
Industry Capital Markets
Experience
Cabezon Investment Group 2010 - Present
Wells Fargo Bank 2001 - 2007
Bank of America 1993 - 2000
NatWest Markets 1992 - 1993
Security Pacific National Bank 1991 - 1992
Stanford Graduate School of Business 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts, Economics
Cabezon Investment Group 2010 - Present
Wells Fargo Bank 2001 - 2007
Bank of America 1993 - 2000
NatWest Markets 1992 - 1993
Security Pacific National Bank 1991 - 1992
Stanford Graduate School of Business 1989 - 1991
Education
Stanford University 1985 — 1989
Bachelor of Arts, Economics
Linda Wong's Bank of America Experience February 2012 - March 2013
Job Information Technology Professional
Industry Information Technology and Services
Experience
Parsons June 2013 - Present
Bank of America February 2012 - March 2013
East Los Angeles College July 2011 - September 2011
Green Dot Corporaton July 2009 - September 2011
Inter-Act April 2011 - June 2011
Transamerica Retirement Services March 2008 - July 2009
Countrywide Home Loans March 2004 - March 2008
American Funds March 1998 - March 2004
Skills
SQL, Visual Basic, Microsoft SQL Server, Windows, C++, Lotus Notes, Mainframe, Microsoft Excel, Programming Languages, C, DOS, Microsoft Word, SharePoint, Scrum, Software Project..., MS Project, Access, Requirements Analysis, Visio, Analysis, Quality Assurance, Training, Budgets, Software Documentation, Security, Integration, Data Modeling, SDLC, Disaster Recovery, Management, Project Management, Databases, Agile Methodologies, Business Analysis, Unix, Data Analysis, Information Technology, Requirements Gathering, Vendor Management, Business Intelligence, Business Process, Process Improvement, PMP, IT Strategy, Systems Analysis, Software Development, Data Warehousing, Microsoft Project, Project Portfolio...
Education
Stanford University 1994 — 1995
MS, Industrial Engineering
University of California, Berkeley 1990 — 1994
BS, Industrial Engineering & Operations Research
East Los Angeles College 2011 — 2011
Certificate, Hitech Technical and Implementation Support Specialist Program
Parsons June 2013 - Present
Bank of America February 2012 - March 2013
East Los Angeles College July 2011 - September 2011
Green Dot Corporaton July 2009 - September 2011
Inter-Act April 2011 - June 2011
Transamerica Retirement Services March 2008 - July 2009
Countrywide Home Loans March 2004 - March 2008
American Funds March 1998 - March 2004
Skills
SQL, Visual Basic, Microsoft SQL Server, Windows, C++, Lotus Notes, Mainframe, Microsoft Excel, Programming Languages, C, DOS, Microsoft Word, SharePoint, Scrum, Software Project..., MS Project, Access, Requirements Analysis, Visio, Analysis, Quality Assurance, Training, Budgets, Software Documentation, Security, Integration, Data Modeling, SDLC, Disaster Recovery, Management, Project Management, Databases, Agile Methodologies, Business Analysis, Unix, Data Analysis, Information Technology, Requirements Gathering, Vendor Management, Business Intelligence, Business Process, Process Improvement, PMP, IT Strategy, Systems Analysis, Software Development, Data Warehousing, Microsoft Project, Project Portfolio...
Education
Stanford University 1994 — 1995
MS, Industrial Engineering
University of California, Berkeley 1990 — 1994
BS, Industrial Engineering & Operations Research
East Los Angeles College 2011 — 2011
Certificate, Hitech Technical and Implementation Support Specialist Program
Carter (Buzz) Riegel's Bank of America Experience January 1972 - July 2003
Job Retired
Industry Computer Networking
Experience
Harrison & Cardillo May 2006 - September 2013
Bank of America January 1972 - July 2003
Education
Stanford University 1961 — 1965
BSIE, Data Processing
Harrison & Cardillo May 2006 - September 2013
Bank of America January 1972 - July 2003
Education
Stanford University 1961 — 1965
BSIE, Data Processing
Jonathan Floe's Bank of America Experience 2005 - 2007
Job Financial Consultant
Industry Financial Services
Experience
etre, llc 2007 - Present
Bank of America 2005 - 2007
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
BayBank 1992 - 1996
JP Morgan 1983 - 1991
j.p. Morgan 1983 - 1991
Skills
Portfolio Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Stanford University 1974 — 1978
Buckingham Browne & Nichols 1968 — 1974
etre, llc 2007 - Present
Bank of America 2005 - 2007
Fleet Bank 1999 - 2005
BankBoston 1996 - 1999
BayBank 1992 - 1996
JP Morgan 1983 - 1991
j.p. Morgan 1983 - 1991
Skills
Portfolio Management
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Finance
Stanford University 1974 — 1978
Buckingham Browne & Nichols 1968 — 1974
Sarah Sue Hardinger's Bank of America Experience 2009 - 2014
Job President of SS Design Group, Inc.
Industry Education Management
Experience
SS Design Group, Inc. April 2008 - Present
Bank of America 2009 - 2014
IBM February 1998 - April 2008
Century Design 1991 - 1995
Control Data Corporation 1977 - 1988
Skills
Instructional Design, Change Management, Management Consulting, Project Management, Adult Education, Program Management, Organizational..., E-Learning, Vendor Management, Technical Writing, Process Improvement, Training, Business Analysis, Software Documentation, Team Leadership, Team Building, Coaching, Requirements Analysis, Leadership Development, Performance Management, Learning Management..., Learning Management, Business Transformation, Management, Project Portfolio..., Cross-functional Team..., Leadership, Strategic Planning, Consulting, Blended Learning, Strategy, Workshop Facilitation, Analysis
Education
Stanford University Graduate School of Business 2006 — 2010
Master's certificate in Advanced PM, Project Managerment
University of Missouri-Kansas City 1967 — 1971
BA, Education
Loretto
Loretto
SS Design Group, Inc. April 2008 - Present
Bank of America 2009 - 2014
IBM February 1998 - April 2008
Century Design 1991 - 1995
Control Data Corporation 1977 - 1988
Skills
Instructional Design, Change Management, Management Consulting, Project Management, Adult Education, Program Management, Organizational..., E-Learning, Vendor Management, Technical Writing, Process Improvement, Training, Business Analysis, Software Documentation, Team Leadership, Team Building, Coaching, Requirements Analysis, Leadership Development, Performance Management, Learning Management..., Learning Management, Business Transformation, Management, Project Portfolio..., Cross-functional Team..., Leadership, Strategic Planning, Consulting, Blended Learning, Strategy, Workshop Facilitation, Analysis
Education
Stanford University Graduate School of Business 2006 — 2010
Master's certificate in Advanced PM, Project Managerment
University of Missouri-Kansas City 1967 — 1971
BA, Education
Loretto
Loretto
Greg Bjerre's Bank of America Experience 1984 - 1986
Job CIO at MacPherson's
Industry Wholesale
Experience
MacPherson's 1999 - Present
Creative Computer Solutions 1993 - 1999
Alliance Hospital Services 1990 - 1993
Creative Computer Solutions 1986 - 1990
Bank of America 1984 - 1986
Oakland Housing Authority 1981 - 1983
Mt Diablo Unified School District 1973 - 1981
Skills
Process Improvement, ERP, Inventory Management, Strategic Planning, Supply Chain, Budgets, Merchandising, Integration, Business Intelligence, Vendor Management, Cross-functional Team..., Systems Analysis, System Administration
Education
Stanford University 1970 — 1972
BS, Mathematics
University of California, Berkeley 1972 — 1974
Teaching Credential, Education
MacPherson's 1999 - Present
Creative Computer Solutions 1993 - 1999
Alliance Hospital Services 1990 - 1993
Creative Computer Solutions 1986 - 1990
Bank of America 1984 - 1986
Oakland Housing Authority 1981 - 1983
Mt Diablo Unified School District 1973 - 1981
Skills
Process Improvement, ERP, Inventory Management, Strategic Planning, Supply Chain, Budgets, Merchandising, Integration, Business Intelligence, Vendor Management, Cross-functional Team..., Systems Analysis, System Administration
Education
Stanford University 1970 — 1972
BS, Mathematics
University of California, Berkeley 1972 — 1974
Teaching Credential, Education
Tarek Alzaghloul MBA, PMP, CSM's Bank of America Experience April 2010 - April 2011
Job Technical Program Manager at Clean Power Finance
Industry Information Technology and Services
Experience
Clean Power Finance April 2014 - Present
UC Berkeley Extension June 2013 - Present
Pacific Gas and Electric Company April 2011 - April 2014
Bank of America April 2010 - April 2011
ADP October 2004 - April 2010
Skills
Project Management, Program Management, Business Analysis, Project Planning, PMO, PMP, Management, Change Management, Team Leadership, CRM, MS Project, Account Management, Business Process..., Leadership, Business Strategy, Strategy, Project Portfolio..., SDLC, Product Management, Vendor Management, Training Delivery, Team Building, SharePoint Designer, Software Project..., Business Process, Integration, Visio, Requirements Analysis, Agile Project Management, Strategic Planning, Negotiation, Risk Management, Resource Management, Project Delivery, Process Improvement, IT Strategy, Consulting, Wordpress, SQL, Primavera P6, HTML, Certified Scrum Master..., SharePoint, Cross-functional Team..., Analysis, Training, Pivotal Tracker
Education
Stanford University 2012 — 2013
Certificate, Advanced Project Management
The University of Dallas 2001 — 2002
MBA, Information Technology
Clean Power Finance April 2014 - Present
UC Berkeley Extension June 2013 - Present
Pacific Gas and Electric Company April 2011 - April 2014
Bank of America April 2010 - April 2011
ADP October 2004 - April 2010
Skills
Project Management, Program Management, Business Analysis, Project Planning, PMO, PMP, Management, Change Management, Team Leadership, CRM, MS Project, Account Management, Business Process..., Leadership, Business Strategy, Strategy, Project Portfolio..., SDLC, Product Management, Vendor Management, Training Delivery, Team Building, SharePoint Designer, Software Project..., Business Process, Integration, Visio, Requirements Analysis, Agile Project Management, Strategic Planning, Negotiation, Risk Management, Resource Management, Project Delivery, Process Improvement, IT Strategy, Consulting, Wordpress, SQL, Primavera P6, HTML, Certified Scrum Master..., SharePoint, Cross-functional Team..., Analysis, Training, Pivotal Tracker
Education
Stanford University 2012 — 2013
Certificate, Advanced Project Management
The University of Dallas 2001 — 2002
MBA, Information Technology
Edmond Verdurmen's Bank of America Experience 1983 - 1999
Job Business Leader at Visa
Industry Information Technology and Services
Experience
Visa April 2009 - Present
JP Morgan Chase October 2008 - October 2009
Washington Mutual October 2005 - September 2008
Providian Financial June 1999 - September 2005
Bank of America 1983 - 1999
Skills
Strategic Planning, Vendor Management, SDLC, Process Improvement, Project Management, Management, Business Analysis, Risk Management, Program Management, Business Process..., IT Strategy, Cross-functional Team..., PMO, Enterprise Architecture, Change Management, Cloud Computing, Security, Disaster Recovery, Analysis, PMP, Leadership, IT Management, Project Portfolio..., Information Security..., IT Service Management, Data Center, IT Operations, Integration, Analytics, Service Delivery, ITIL, Business Intelligence, SaaS, Outsourcing, Software Project..., Business Process, Governance, Requirements Analysis
Education
Stanford University 1978 — 1981
Lincoln
Visa April 2009 - Present
JP Morgan Chase October 2008 - October 2009
Washington Mutual October 2005 - September 2008
Providian Financial June 1999 - September 2005
Bank of America 1983 - 1999
Skills
Strategic Planning, Vendor Management, SDLC, Process Improvement, Project Management, Management, Business Analysis, Risk Management, Program Management, Business Process..., IT Strategy, Cross-functional Team..., PMO, Enterprise Architecture, Change Management, Cloud Computing, Security, Disaster Recovery, Analysis, PMP, Leadership, IT Management, Project Portfolio..., Information Security..., IT Service Management, Data Center, IT Operations, Integration, Analytics, Service Delivery, ITIL, Business Intelligence, SaaS, Outsourcing, Software Project..., Business Process, Governance, Requirements Analysis
Education
Stanford University 1978 — 1981
Lincoln
Oliver Wesson's Bank of America Experience August 2006 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America August 2006 - Present
Skills
Credit, Due Diligence, Management Consulting, Start-ups, Strategic Partnerships, Business Strategy, Team Building, Mergers & Acquisitions, Strategic Planning, Integrated Marketing, Banking, Investment Banking, Loans, Investments, Finance, Structured Finance, Marketing Strategy, Real Estate, Mergers, Venture Capital, Product Management, Change Management, Real Estate Development, Leadership, Organizational..., Leadership Development, Public Speaking, Budgets, Business Development, New Business Development, Risk Management, Marketing, Entrepreneurship
Education
Stanford University Graduate School of Business
Bank of America August 2006 - Present
Skills
Credit, Due Diligence, Management Consulting, Start-ups, Strategic Partnerships, Business Strategy, Team Building, Mergers & Acquisitions, Strategic Planning, Integrated Marketing, Banking, Investment Banking, Loans, Investments, Finance, Structured Finance, Marketing Strategy, Real Estate, Mergers, Venture Capital, Product Management, Change Management, Real Estate Development, Leadership, Organizational..., Leadership Development, Public Speaking, Budgets, Business Development, New Business Development, Risk Management, Marketing, Entrepreneurship
Education
Stanford University Graduate School of Business
Joanne Chou's Bank of America Experience January 1996 - June 2000
Job Chief Financial Officer at Asian Art Museum
Industry Nonprofit Organization Management
Experience
Asian Art Museum May 2014 - Present
Room to Read October 2008 - May 2014
MacFarlane Partners July 2005 - September 2008
Barclays Global Investors January 2001 - July 2005
Bank of America January 1996 - June 2000
Skills
Financial Modeling, Finance, Non-profits, Relationship Management, Due Diligence, Financial Analysis, Investor Relations, Asset Managment, Strategic Planning, Investments, Human Resources, Valuation
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Real Estate
University of California, Los Angeles - School of Law
JD, Law
Stanford University
BS, Biological Sciences
Stanford University
BA, History
Asian Art Museum May 2014 - Present
Room to Read October 2008 - May 2014
MacFarlane Partners July 2005 - September 2008
Barclays Global Investors January 2001 - July 2005
Bank of America January 1996 - June 2000
Skills
Financial Modeling, Finance, Non-profits, Relationship Management, Due Diligence, Financial Analysis, Investor Relations, Asset Managment, Strategic Planning, Investments, Human Resources, Valuation
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Real Estate
University of California, Los Angeles - School of Law
JD, Law
Stanford University
BS, Biological Sciences
Stanford University
BA, History
Sue Threlkeld's Bank of America Experience February 1980 - November 2007
Job KleerWest, LLC
Industry Luxury Goods & Jewelry
Experience
KleerWest, LLC July 2013 - Present
Marketing Management Services Corp November 2007 - July 2013
Joe Goode Performance Group July 2004 - June 2010
Bank of America February 1980 - November 2007
Skills
Credit, Process Improvement, Incentive Programs, Six Sigma, Leadership, Credit Risk, Organizational Design, Corporate Gifts, Sales Management, Inventory Forecasting, Operational Efficiency, Rewards Programs, Rewards and Recognition, Leadership Development, Performance Improvement, Commercial Banking, Strategic Planning, Business Process..., Executive Management, Strategy, Recruiting, Fundraising, Customer Service
Education
Stanford University 1976 — 1980
AB, Economics
KleerWest, LLC July 2013 - Present
Marketing Management Services Corp November 2007 - July 2013
Joe Goode Performance Group July 2004 - June 2010
Bank of America February 1980 - November 2007
Skills
Credit, Process Improvement, Incentive Programs, Six Sigma, Leadership, Credit Risk, Organizational Design, Corporate Gifts, Sales Management, Inventory Forecasting, Operational Efficiency, Rewards Programs, Rewards and Recognition, Leadership Development, Performance Improvement, Commercial Banking, Strategic Planning, Business Process..., Executive Management, Strategy, Recruiting, Fundraising, Customer Service
Education
Stanford University 1976 — 1980
AB, Economics
Randy Price's Bank of America Experience March 2011 - November 2011
Job Citrix National PreSales Engineer
Industry Information Technology and Services
Experience
ePlus Technology, Inc. May 2013 - Present
ePlus Technology November 2011 - Present
Bank of America March 2011 - November 2011
Food Lion January 1999 - March 2011
Food Lion January 1997 - January 1999
Bannex Corporation January 1994 - January 1997
Skills
Citrix, Active Directory, Virtualization, VMware, Windows Server, Data Center, Servers, IT Service Management, Network Security, System Administration, Terminal Services, Scripting, VDI, Troubleshooting, Root Cause Analysis, Debugging, Performance Tuning, Server Administration, Server Architecture, Citrix XenApp, Citrix XenDesktop, Citrix XenServer, Citrix Metaframe, Lotus Notes, VMware ESX, IT Management, Software Installation, DHCP, Blackberry Enterprise..., Technical Support, Integration, Networking, System Deployment, Group Policy, HP, DNS, ITIL, Disaster Recovery, Microsoft Exchange, NetApp, Hyper-V, Network Architecture, Solaris, Hardware, Cloud Computing, Security, Computer Hardware, Microsoft Certified..., Microsoft Technologies, Windows 7
Education
Stanly Community College 1992 — 1994
Business; Associate, Computer Programming; Applied Science
ePlus Technology, Inc. May 2013 - Present
ePlus Technology November 2011 - Present
Bank of America March 2011 - November 2011
Food Lion January 1999 - March 2011
Food Lion January 1997 - January 1999
Bannex Corporation January 1994 - January 1997
Skills
Citrix, Active Directory, Virtualization, VMware, Windows Server, Data Center, Servers, IT Service Management, Network Security, System Administration, Terminal Services, Scripting, VDI, Troubleshooting, Root Cause Analysis, Debugging, Performance Tuning, Server Administration, Server Architecture, Citrix XenApp, Citrix XenDesktop, Citrix XenServer, Citrix Metaframe, Lotus Notes, VMware ESX, IT Management, Software Installation, DHCP, Blackberry Enterprise..., Technical Support, Integration, Networking, System Deployment, Group Policy, HP, DNS, ITIL, Disaster Recovery, Microsoft Exchange, NetApp, Hyper-V, Network Architecture, Solaris, Hardware, Cloud Computing, Security, Computer Hardware, Microsoft Certified..., Microsoft Technologies, Windows 7
Education
Stanly Community College 1992 — 1994
Business; Associate, Computer Programming; Applied Science
Elizabeth McArdle Solomon's Bank of America Experience August 1978 - December 2000
Job Senior Vice President at Bank of the West
Industry Banking
Experience
Bank of the West November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo Bank January 2001 - November 2009
Bank of America August 1978 - December 2000
San Francisco Recreation and Park Department 1994 - 1998
Stanford University Athletic Board 1990 - 1994
Skills
Operational Risk, Risk, Banking, Mergers, Process Improvement, Customer Relations, Change Management, Policy, Team Building, Mentoring, Coaching, Risk Management, Treasury Management, Operational Risk..., Enterprise Risk..., Process Engineering, Vendor Management, Program Management, Operations Management, Fraud Prevention, Team Management, Leadership, Financial Services, Financial Risk, Management, Management Consulting, Customer Service, Retail Banking, Governance, Executive Management, Commercial Banking, Electronic Payments, Relationship Management, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Loans, Credit Analysis, Payments, Cash Management
Education
Stanford University
Bachelor of Arts (B.A.), Human Biology
Bank of the West November 2012 - Present
Wells Fargo January 2009 - November 2012
Wells Fargo Bank January 2001 - November 2009
Bank of America August 1978 - December 2000
San Francisco Recreation and Park Department 1994 - 1998
Stanford University Athletic Board 1990 - 1994
Skills
Operational Risk, Risk, Banking, Mergers, Process Improvement, Customer Relations, Change Management, Policy, Team Building, Mentoring, Coaching, Risk Management, Treasury Management, Operational Risk..., Enterprise Risk..., Process Engineering, Vendor Management, Program Management, Operations Management, Fraud Prevention, Team Management, Leadership, Financial Services, Financial Risk, Management, Management Consulting, Customer Service, Retail Banking, Governance, Executive Management, Commercial Banking, Electronic Payments, Relationship Management, Small Business Lending, Consumer Lending, Credit, Portfolio Management, Loans, Credit Analysis, Payments, Cash Management
Education
Stanford University
Bachelor of Arts (B.A.), Human Biology
Axial Respite Fep .'s Bank of America Experience December 2004 - December 2005
Job Entrepreneur and Green Movement Visionary
Industry Nonprofit Organization Management
Experience
Axial Respite Fep. January 2007 - Present
Charles Schwab December 2005 - January 2007
Bank of America December 2004 - December 2005
Education
Stanford University 2002 — 2002
Graduate School of Business
Axial Respite Fep. January 2007 - Present
Charles Schwab December 2005 - January 2007
Bank of America December 2004 - December 2005
Education
Stanford University 2002 — 2002
Graduate School of Business
Ann McStay's Bank of America Experience August 1989 - September 1993
Job Information Analyst at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon December 2002 - October 2014
Bank of America August 1989 - September 1993
Skills
SQL Programming, Visual Basic Programming, Microsoft Excel Expert..., Microsoft Access..., Microsoft Office..., Revenue and Cost..., Database Design, Visual Basic, SQL, SharePoint, Visio, Databases, Business Intelligence, SSRS, Crystal Reports, Data Analysis, VBA, Access, HTML, Systems Analysis, Enterprise Architecture, IT Strategy, SSIS, Data Warehousing
Education
Stanford University Graduate School of Business 1978 — 1980
MBA, Marketing, Finance
University of Oklahoma 1966 — 1973
BA, MA, English Language and Literature
Leigh High School
Bank of New York Mellon December 2002 - October 2014
Bank of America August 1989 - September 1993
Skills
SQL Programming, Visual Basic Programming, Microsoft Excel Expert..., Microsoft Access..., Microsoft Office..., Revenue and Cost..., Database Design, Visual Basic, SQL, SharePoint, Visio, Databases, Business Intelligence, SSRS, Crystal Reports, Data Analysis, VBA, Access, HTML, Systems Analysis, Enterprise Architecture, IT Strategy, SSIS, Data Warehousing
Education
Stanford University Graduate School of Business 1978 — 1980
MBA, Marketing, Finance
University of Oklahoma 1966 — 1973
BA, MA, English Language and Literature
Leigh High School
Elizabeth Ybarra Crean's Bank of America Experience January 2015 - Present
Job Consumer Regulatory Enforcement
Industry Financial Services
Experience
Bank of America January 2015 - Present
Skills
Securities Regulation, Litigation, Legal Writing, Commercial Litigation, Legal Research, Securities, Corporate Law, Litigation Support, Risk Management
Education
Stanford University Law School 1996 — 1999
J.D.
University of California, Berkeley 1992 — 1996
B.A.
Bank of America January 2015 - Present
Skills
Securities Regulation, Litigation, Legal Writing, Commercial Litigation, Legal Research, Securities, Corporate Law, Litigation Support, Risk Management
Education
Stanford University Law School 1996 — 1999
J.D.
University of California, Berkeley 1992 — 1996
B.A.
Bac Palomo's Bank of America Experience 2004 - 2005
Job Chief Financial Officer, EVP Strategic Channel Development at Intelligent Medical Objects
Industry Hospital & Health Care
Experience
Intelligent Medical Objects February 2012 - Present
Wolters Kluwer 2005 - March 2010
Bank of America 2004 - 2005
Bank of America June 2003 - 2004
GE Healthcare 2002 - 2003
GE Healthcare 2001 - 2002
GE Capital - Auto Financial Services 2000 - 2001
Procter & Gamble 1992 - 2000
Skills
Mergers, Acquisition Integration, Financial Analysis, Corporate Finance, Financial Reporting, Business Process..., Strategic Planning, Strategic Financial..., Change Management, Restructuring, Turn Around Management, Start-ups, Cross-functional Team..., Venture Capital, Corporate Development, Finance, Managerial Finance, Business Strategy, M&A experience, Divestitures, P&L, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategy, New Business Development, Management Consulting, Entrepreneurship, Competitive Analysis, Business Development, Business Analysis, Business Planning, Strategic Partnerships, Internal Controls, Accounting, Valuation, Leadership, Portfolio Management, SEC filings, Due Diligence, Risk Management, Healthcare, ERP, Executive Management, Forecasting, Private Equity, Contract Negotiation, Management, International Business, Financial Modeling, Working Capital...
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Strategy and Finance
United States Naval Academy 1978 — 1982
BS, Economics
Intelligent Medical Objects February 2012 - Present
Wolters Kluwer 2005 - March 2010
Bank of America 2004 - 2005
Bank of America June 2003 - 2004
GE Healthcare 2002 - 2003
GE Healthcare 2001 - 2002
GE Capital - Auto Financial Services 2000 - 2001
Procter & Gamble 1992 - 2000
Skills
Mergers, Acquisition Integration, Financial Analysis, Corporate Finance, Financial Reporting, Business Process..., Strategic Planning, Strategic Financial..., Change Management, Restructuring, Turn Around Management, Start-ups, Cross-functional Team..., Venture Capital, Corporate Development, Finance, Managerial Finance, Business Strategy, M&A experience, Divestitures, P&L, Sarbanes-Oxley Act, Mergers & Acquisitions, Strategy, New Business Development, Management Consulting, Entrepreneurship, Competitive Analysis, Business Development, Business Analysis, Business Planning, Strategic Partnerships, Internal Controls, Accounting, Valuation, Leadership, Portfolio Management, SEC filings, Due Diligence, Risk Management, Healthcare, ERP, Executive Management, Forecasting, Private Equity, Contract Negotiation, Management, International Business, Financial Modeling, Working Capital...
Education
Stanford University Graduate School of Business 1990 — 1992
MBA, Strategy and Finance
United States Naval Academy 1978 — 1982
BS, Economics
Conrad Lautenbacher's Bank of America Experience 2007 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America 2007 - Present
Education
Stanford University 1988 — 1991
Bachelor’s Degree, Mathematics and Computer Science
Bank of America 2007 - Present
Education
Stanford University 1988 — 1991
Bachelor’s Degree, Mathematics and Computer Science
Jeff Twomey's Bank of America Experience March 2008 - October 2008
Job Sales and Marketing Biofuels / Senior Mortgage Broker
Industry Banking
Experience
Yokayo Biofuels January 2011 - Present
Global Mortgage November 2008 - January 2011
Bank of America March 2008 - October 2008
Washington Mutual Bank September 2007 - February 2008
Global Mortgage January 2005 - September 2007
Mortgagenet 2000 January 1998 - January 2007
Bank of America January 1993 - January 1998
FTJ Construction January 1987 - January 1990
Skills
Residential Homes, Mortgage Lending, Loans, Refinance, FHA, Reverse Mortgages, Real Estate Financing, Foreclosures, REO, Residential Mortgages, Credit, Mortgage Banking, Loan Origination, Sales, Real Estate Transactions, Investment Properties, USDA, VA loans, Credit Analysis, Sales Operations, Mortgage Underwriting, Finance, First Time Home Buyers, Contract Negotiation, Short Sales, Condos, Underwriting, Construction Loans, Commercial Mortgages, Debt Consolidation, Home Equity Loans, Banking, Commercial Lending, Certified Mortgage..., Investments, Experienced in Outlook,...
Education
Stanford University
Vocational, Appraising Real Estate, 96%
Yokayo Biofuels January 2011 - Present
Global Mortgage November 2008 - January 2011
Bank of America March 2008 - October 2008
Washington Mutual Bank September 2007 - February 2008
Global Mortgage January 2005 - September 2007
Mortgagenet 2000 January 1998 - January 2007
Bank of America January 1993 - January 1998
FTJ Construction January 1987 - January 1990
Skills
Residential Homes, Mortgage Lending, Loans, Refinance, FHA, Reverse Mortgages, Real Estate Financing, Foreclosures, REO, Residential Mortgages, Credit, Mortgage Banking, Loan Origination, Sales, Real Estate Transactions, Investment Properties, USDA, VA loans, Credit Analysis, Sales Operations, Mortgage Underwriting, Finance, First Time Home Buyers, Contract Negotiation, Short Sales, Condos, Underwriting, Construction Loans, Commercial Mortgages, Debt Consolidation, Home Equity Loans, Banking, Commercial Lending, Certified Mortgage..., Investments, Experienced in Outlook,...
Education
Stanford University
Vocational, Appraising Real Estate, 96%
Oliver Wesson's Bank of America Experience August 2006 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Northern California Presbyterian Homes and Services May 2013 - Present
Bank of America August 2006 - Present
DEPFA BANK plc 2004 - 2006
The Retail Initiative, Inc 2001 - 2003
JP Morgan 1976 - 1988
Skills
Portfolio Management, Credit Analysis, Banking, Credit, Capital Markets, Fixed Income, Investment Banking, Management, Strategic Planning, Financial Structuring, Bonds, Loans, Credit Risk, Structured Finance, Investments, Derivatives, Loan Origination, Financial Services, Financial Modeling, Treasury Management, Asset Management, Financial Risk, Finance, Funding
Education
Stanford University Graduate School of Business
MBA
Stanford University
BA, Economics
Northern California Presbyterian Homes and Services May 2013 - Present
Bank of America August 2006 - Present
DEPFA BANK plc 2004 - 2006
The Retail Initiative, Inc 2001 - 2003
JP Morgan 1976 - 1988
Skills
Portfolio Management, Credit Analysis, Banking, Credit, Capital Markets, Fixed Income, Investment Banking, Management, Strategic Planning, Financial Structuring, Bonds, Loans, Credit Risk, Structured Finance, Investments, Derivatives, Loan Origination, Financial Services, Financial Modeling, Treasury Management, Asset Management, Financial Risk, Finance, Funding
Education
Stanford University Graduate School of Business
MBA
Stanford University
BA, Economics
Aurelio Ramon Espinosa's Bank of America Experience June 1987 - June 2012
Job Managing Director at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
Bank of America June 1987 - June 2012
Skills
Portfolio Management, Capital Markets, Risk Management, Investments, Financial Risk, Financial Modeling, Corporate Finance, Valuation, Derivatives, Financial Analysis
Education
Stanford University 1969 — 1973
BA, Economics
Wells Fargo July 2012 - Present
Bank of America June 1987 - June 2012
Skills
Portfolio Management, Capital Markets, Risk Management, Investments, Financial Risk, Financial Modeling, Corporate Finance, Valuation, Derivatives, Financial Analysis
Education
Stanford University 1969 — 1973
BA, Economics
Elliot Reed's Bank of America Experience May 2010 - June 2014
Job Software Engineer
Industry Internet
Experience
Bank of America May 2010 - June 2014
Superior Court of San Francisco July 2009 - May 2010
Morgan, Lewis & Bockius LLP October 2008 - March 2009
Baker & McKenzie June 2004 - June 2005
Skills
JavaScript, Backbone.js, HTML, Ruby on Rails, Ruby, Git, CSS, React.js, HTML5, CSS3
Education
App Academy 2015 — 2015
Computer Software Engineering
Stanford University Law School 2005 — 2008
Doctor of Law (J.D.)
Swarthmore College 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Bank of America May 2010 - June 2014
Superior Court of San Francisco July 2009 - May 2010
Morgan, Lewis & Bockius LLP October 2008 - March 2009
Baker & McKenzie June 2004 - June 2005
Skills
JavaScript, Backbone.js, HTML, Ruby on Rails, Ruby, Git, CSS, React.js, HTML5, CSS3
Education
App Academy 2015 — 2015
Computer Software Engineering
Stanford University Law School 2005 — 2008
Doctor of Law (J.D.)
Swarthmore College 1999 — 2003
Bachelor of Arts (B.A.), Philosophy
Al Norris's Bank of America Experience June 1982 - August 1984
Job CTO at WellingtonHeller Associates
Industry Accounting
Experience
Wellington-Heller Associates June 2003 - Present
Wolford Network Security Services September 1995 - May 2003
Maywell, Norris and Henry April 1986 - August 1992
Bank of America June 1982 - August 1984
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Marketing
University of California, Berkeley 1984 — 1986
MA, Computer Science
University of California, Los Angeles 1978 — 1982
BA, Economics, Computer Science
Wellington-Heller Associates June 2003 - Present
Wolford Network Security Services September 1995 - May 2003
Maywell, Norris and Henry April 1986 - August 1992
Bank of America June 1982 - August 1984
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Marketing
University of California, Berkeley 1984 — 1986
MA, Computer Science
University of California, Los Angeles 1978 — 1982
BA, Economics, Computer Science
Amy H Yang, CFA, FRM's Bank of America Experience July 1998 - July 1999
Job VP, Sr Quantitative Analyst at State Street Bank
Industry Financial Services
Experience
State Street Bank March 2006 - December 2012
Askari May 2001 - March 2006
ABN AMRO Asia Ltd. July 1999 - October 2000
Bank of America July 1998 - July 1999
Skills
Derivatives, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Market Risk, Basel II, Credit Risk, Equities, Financial Risk, Quantitative Finance, Risk Management, Capital Markets, Financial Modeling, Operational Risk
Education
Stanford University 1997 — 1998
MS, Engineering Economic Systems & Operations Research
Yale University 1995 — 1997
MPH, Biostatistics
University of Pennsylvania 1992 — 1995
BA, Biophysics
State Street Bank March 2006 - December 2012
Askari May 2001 - March 2006
ABN AMRO Asia Ltd. July 1999 - October 2000
Bank of America July 1998 - July 1999
Skills
Derivatives, Investment Banking, Fixed Income, Bloomberg, Hedge Funds, Market Risk, Basel II, Credit Risk, Equities, Financial Risk, Quantitative Finance, Risk Management, Capital Markets, Financial Modeling, Operational Risk
Education
Stanford University 1997 — 1998
MS, Engineering Economic Systems & Operations Research
Yale University 1995 — 1997
MPH, Biostatistics
University of Pennsylvania 1992 — 1995
BA, Biophysics
Michele Grissum's Bank of America Experience September 1985 - May 1987
Job Independent Religious Institutions Professional
Industry Religious Institutions
Experience
Stanford Research Institue June 1986 - April 1991
Bank of America September 1985 - May 1987
InterNorth Corp 1981 - 1984
Skills
Teaching, Event Management, Microsoft Office, Public Speaking, Nonprofits, Community Outreach, Public Relations, Fundraising, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Team Building
Education
Stanford University 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
Stanford Research Institue June 1986 - April 1991
Bank of America September 1985 - May 1987
InterNorth Corp 1981 - 1984
Skills
Teaching, Event Management, Microsoft Office, Public Speaking, Nonprofits, Community Outreach, Public Relations, Fundraising, Microsoft Word, Microsoft Excel, Event Planning, Customer Service, Team Building
Education
Stanford University 1981 — 1985
Bachelor of Science (B.S.), Chemical Engineering
Dom Ruscetta's Bank of America Experience June 2011 - September 2013
Job Project Manager at Swedish Medical Center
Industry Hospital & Health Care
Experience
Swedish Medical Center March 2015 - Present
Baptist Health September 2014 - February 2015
Johnson & Johnson October 2013 - September 2014
Angelo's Barbershop June 2012 - September 2014
Bank of America June 2011 - September 2013
Deutsche Bank February 2011 - June 2011
Merrill Lynch May 2008 - December 2010
Florida East Coast Railroad November 2007 - May 2008
Mayo Clinic January 2007 - September 2007
Northeast Florida January 2000 - January 2006
Skills
Cisco Certified..., Troubleshooting, Cisco Technologies, Servers, Windows Server, Disaster Recovery, Information Technology, Active Directory, Technical Support, Microsoft Exchange, Cisco Certified, VPN, SharePoint, Software Documentation, Business Analysis, Blackberry Enterprise..., Hardware, Project Management, IT Management, Leadership, Training, Operating Systems, Vendor Management, Management
Education
Stanford University 2014 — 2015
Stanford Certified Project Manager, Stanford Advanced Project Management
Education America 2000 — 2002
AS, Computer Network Engineering
Swedish Medical Center March 2015 - Present
Baptist Health September 2014 - February 2015
Johnson & Johnson October 2013 - September 2014
Angelo's Barbershop June 2012 - September 2014
Bank of America June 2011 - September 2013
Deutsche Bank February 2011 - June 2011
Merrill Lynch May 2008 - December 2010
Florida East Coast Railroad November 2007 - May 2008
Mayo Clinic January 2007 - September 2007
Northeast Florida January 2000 - January 2006
Skills
Cisco Certified..., Troubleshooting, Cisco Technologies, Servers, Windows Server, Disaster Recovery, Information Technology, Active Directory, Technical Support, Microsoft Exchange, Cisco Certified, VPN, SharePoint, Software Documentation, Business Analysis, Blackberry Enterprise..., Hardware, Project Management, IT Management, Leadership, Training, Operating Systems, Vendor Management, Management
Education
Stanford University 2014 — 2015
Stanford Certified Project Manager, Stanford Advanced Project Management
Education America 2000 — 2002
AS, Computer Network Engineering
Prescott Stone's Bank of America Experience December 1982 - May 1983
Job Owner at PSI Technologies, LLC
Industry Chemicals
Experience
PSI Technologies, LLC November 2014 - Present
IGX Group, Inc. January 1992 - Present
GTM Technologies, LLC January 2013 - August 2014
Halcyon Group July 1988 - January 1992
Deep Ocean Engineering, Inc. December 1985 - June 1988
Berkeley International May 1983 - November 1985
Bank of America December 1982 - May 1983
Brown Brothers Harriman September 1978 - December 1982
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, International Finance
Stanford University 1972 — 1976
BA, English
PSI Technologies, LLC November 2014 - Present
IGX Group, Inc. January 1992 - Present
GTM Technologies, LLC January 2013 - August 2014
Halcyon Group July 1988 - January 1992
Deep Ocean Engineering, Inc. December 1985 - June 1988
Berkeley International May 1983 - November 1985
Bank of America December 1982 - May 1983
Brown Brothers Harriman September 1978 - December 1982
Education
New York University - Leonard N. Stern School of Business 1979 — 1983
MBA, International Finance
Stanford University 1972 — 1976
BA, English
Bob Oaks's Bank of America Experience 1979 - 2000
Job Retired
Industry Museums and Institutions
Experience
Kagi 2000 - 2002
Bank of America 1979 - 2000
University of Texas at Arlington 1970 - 1978
Skills
Historian, Writer,..., Archives, Museums, Nonprofits, Strategic Planning, Art History
Education
University of Southern California 1967 — 1970
PhD, History
University of California, Los Angeles 1964 — 1967
M.A., History
Stanford University 1959 — 1963
B.A., History
Kagi 2000 - 2002
Bank of America 1979 - 2000
University of Texas at Arlington 1970 - 1978
Skills
Historian, Writer,..., Archives, Museums, Nonprofits, Strategic Planning, Art History
Education
University of Southern California 1967 — 1970
PhD, History
University of California, Los Angeles 1964 — 1967
M.A., History
Stanford University 1959 — 1963
B.A., History
Jeff Heatwole's Bank of America Experience 1985 - 1988
Job Project Manager at SRA International
Industry Information Technology and Services
Experience
SRA International February 2010 - Present
PQA 2005 - 2010
Madison County Schools 2002 - 2005
Blue Horizon Technologies 1996 - 2002
MCI Worldcom 1993 - 1996
Network Equipment Technologies 1991 - 1993
Make Systems June 1988 - December 1991
Bank of America 1985 - 1988
AT&T Bell Laboratories 1980 - 1985
Skills
Project Management, Software Development, Management, Technical Writing, Networking, Training, Program Management, Requirements Analysis, Software Project..., Customer Service, Agile Methodologies
Education
Stanford University 1980 — 1981
MS, Operations Research
University of Virginia 1976 — 1980
BS, Applied Mathematics
University of Virginia 1976 — 1980
BS, Computer Science
SRA International February 2010 - Present
PQA 2005 - 2010
Madison County Schools 2002 - 2005
Blue Horizon Technologies 1996 - 2002
MCI Worldcom 1993 - 1996
Network Equipment Technologies 1991 - 1993
Make Systems June 1988 - December 1991
Bank of America 1985 - 1988
AT&T Bell Laboratories 1980 - 1985
Skills
Project Management, Software Development, Management, Technical Writing, Networking, Training, Program Management, Requirements Analysis, Software Project..., Customer Service, Agile Methodologies
Education
Stanford University 1980 — 1981
MS, Operations Research
University of Virginia 1976 — 1980
BS, Applied Mathematics
University of Virginia 1976 — 1980
BS, Computer Science
Joshua Stern's Bank of America Experience March 2011 - October 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lender Processing Services, Inc. (LPS) August 2013 - December 2013
Fox Cable Networks January 2013 - July 2013
Bank of America March 2011 - October 2011
Bank of America July 2010 - January 2011
Gamefly March 2010 - May 2010
Bank of America September 2008 - July 2009
Red Bull August 2007 - January 2008
Universal Music Group October 2006 - March 2007
BThree March 2006 - July 2006
Axium Entertainment August 2005 - January 2006
Skills
software development..., SQL Server ETL, SQL Server scalability, SQL Server performance..., SQL Server OLTP..., business process..., software project..., product management, artificial intelligence, software architecture, Software Development..., SDLC, Product Management, Software Project..., Architecture, Architectures, Business Process..., Microsoft SQL Server, Artificial Intelligence, Data Warehousing, Databases, XML, ETL
Education
Stanford University
MS, Computer Science / Engineering
Stanford University
BA, Psychology
Lender Processing Services, Inc. (LPS) August 2013 - December 2013
Fox Cable Networks January 2013 - July 2013
Bank of America March 2011 - October 2011
Bank of America July 2010 - January 2011
Gamefly March 2010 - May 2010
Bank of America September 2008 - July 2009
Red Bull August 2007 - January 2008
Universal Music Group October 2006 - March 2007
BThree March 2006 - July 2006
Axium Entertainment August 2005 - January 2006
Skills
software development..., SQL Server ETL, SQL Server scalability, SQL Server performance..., SQL Server OLTP..., business process..., software project..., product management, artificial intelligence, software architecture, Software Development..., SDLC, Product Management, Software Project..., Architecture, Architectures, Business Process..., Microsoft SQL Server, Artificial Intelligence, Data Warehousing, Databases, XML, ETL
Education
Stanford University
MS, Computer Science / Engineering
Stanford University
BA, Psychology
Polly He's Bank of America Experience March 2014 - Present
Job AVP, Quantitative Finance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America March 2014 - Present
Union Bank December 2012 - March 2014
Amazon Web Services August 2011 - November 2012
Georgia Institute of Technology August 2010 - May 2011
Skills
Software Development, Agile Methodologies, Statistical Modeling, Distributed Systems, Hadoop, SAS, Business Intelligence, SQL, R, Data Mining, XML, Predictive Modeling, Data Analysis, Machine Learning, Statistics
Education
Stanford University Graduate School of Business 2005 — 2010
PhD, Business Administration (Operations Research)
University of Cambridge
Master, Applied Mathematics
University of Wisconsin-Madison
MA, Applied Mathematics
Xi'an Jiaotong University
BS, Computational Mathematics
Bank of America March 2014 - Present
Union Bank December 2012 - March 2014
Amazon Web Services August 2011 - November 2012
Georgia Institute of Technology August 2010 - May 2011
Skills
Software Development, Agile Methodologies, Statistical Modeling, Distributed Systems, Hadoop, SAS, Business Intelligence, SQL, R, Data Mining, XML, Predictive Modeling, Data Analysis, Machine Learning, Statistics
Education
Stanford University Graduate School of Business 2005 — 2010
PhD, Business Administration (Operations Research)
University of Cambridge
Master, Applied Mathematics
University of Wisconsin-Madison
MA, Applied Mathematics
Xi'an Jiaotong University
BS, Computational Mathematics
Lilly Tung's Bank of America Experience 2002 - 2006
Job Retail Banking Sales Manger at HSBC
Industry Financial Services
Experience
HSBC 2006 - Present
Bank of America 2002 - 2006
Education
Stanford University Graduate School of Business 2011 — 2011
NA, Advanced Leadership Program for Asian-American Executives
Arizona State University 1987 — 1990
BS, Finance
HSBC 2006 - Present
Bank of America 2002 - 2006
Education
Stanford University Graduate School of Business 2011 — 2011
NA, Advanced Leadership Program for Asian-American Executives
Arizona State University 1987 — 1990
BS, Finance
Kenneth Mertzel's Bank of America Experience 2011 - Present
Job SVP Risk & Finance at Bank of America
Industry Financial Services
Experience
Bank of America 2011 - Present
Bank of America 2003 - 2011
Accenture 1995 - 2002
Progressive Insurance 1988 - 1994
Bain & Company 1984 - 1986
Skills
Financial Analysis, Corporate Finance, Finance, Strategic Planning, Profitability..., Property & Casualty..., Divestitures, Expense Management, Financial Forecasting, Risk Management, Executive Management, Business Analysis, Financial Services, Leadership, Portfolio Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Stanford University 1980 — 1984
Bachelor of Science & Bachelor of Arts, Biology & Economics
Bank of America 2011 - Present
Bank of America 2003 - 2011
Accenture 1995 - 2002
Progressive Insurance 1988 - 1994
Bain & Company 1984 - 1986
Skills
Financial Analysis, Corporate Finance, Finance, Strategic Planning, Profitability..., Property & Casualty..., Divestitures, Expense Management, Financial Forecasting, Risk Management, Executive Management, Business Analysis, Financial Services, Leadership, Portfolio Management, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance
Stanford University 1980 — 1984
Bachelor of Science & Bachelor of Arts, Biology & Economics
Helen Mark's Bank of America Experience May 2000 - September 2011
Job Procurement Agent at Boeing
Industry Airlines/Aviation
Experience
Boeing June 2014 - Present
Triad Systems International October 2013 - June 2014
Ciber, Inc. April 2012 - May 2013
Bank of America May 2000 - September 2011
Bank of America May 1990 - May 2000
Skills
Strategic Planning, Ariba, RFP, Supply Management, Program Management, Project Management, Team Building, E-procurement, Vendor Management, Strategic Sourcing, Procurement, SAP, Sourcing, Materials Management, Customer Service, SRM, Cross-functional Team..., Process Improvement, Change Management
Education
Stanford University
Master's degree, Operations Research
Boeing June 2014 - Present
Triad Systems International October 2013 - June 2014
Ciber, Inc. April 2012 - May 2013
Bank of America May 2000 - September 2011
Bank of America May 1990 - May 2000
Skills
Strategic Planning, Ariba, RFP, Supply Management, Program Management, Project Management, Team Building, E-procurement, Vendor Management, Strategic Sourcing, Procurement, SAP, Sourcing, Materials Management, Customer Service, SRM, Cross-functional Team..., Process Improvement, Change Management
Education
Stanford University
Master's degree, Operations Research
daniel custer's Bank of America Experience April 2008 - October 2011
Job Mortgage Banker at Bank of the West
Industry Banking
Experience
Bank of the West October 2011 - Present
Bank of America April 2008 - October 2011
Education
Stanford University
BA, History
University of California Hastings
JD
Bank of the West October 2011 - Present
Bank of America April 2008 - October 2011
Education
Stanford University
BA, History
University of California Hastings
JD
Annie Shao's Bank of America Experience March 2010 - September 2014
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2014 - Present
Bank of America March 2010 - September 2014
Stanford University 2009 - 2010
Bank of China International July 2008 - September 2008
CITIC Securities August 2007 - September 2007
Skills
SAS, SQL, R, Matlab, Microsoft Excel, Teradata, Time Series Analysis, Linear Regression, Financial Economics, Quantile Regression, Nonlinear Regression, Discrete Choice Models, Basel II, Stress Testing, Economic Capital, Regulatory Capital, Risk Modeling, Credit Risk, Analytics, Risk Management, Portfolio Management, Quantitative Finance, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation
Education
Stanford University 2007 — 2009
Master of Science (MS), Management Science & Engineering
Zhejiang University 2002 — 2006
Bachelor of Science (BS), Biomedical Engineering
Wells Fargo October 2014 - Present
Bank of America March 2010 - September 2014
Stanford University 2009 - 2010
Bank of China International July 2008 - September 2008
CITIC Securities August 2007 - September 2007
Skills
SAS, SQL, R, Matlab, Microsoft Excel, Teradata, Time Series Analysis, Linear Regression, Financial Economics, Quantile Regression, Nonlinear Regression, Discrete Choice Models, Basel II, Stress Testing, Economic Capital, Regulatory Capital, Risk Modeling, Credit Risk, Analytics, Risk Management, Portfolio Management, Quantitative Finance, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation
Education
Stanford University 2007 — 2009
Master of Science (MS), Management Science & Engineering
Zhejiang University 2002 — 2006
Bachelor of Science (BS), Biomedical Engineering
Antionette Jones's Bank of America Experience April 2012 - June 2012
Job FOOD PREP at LE PAIN QUITODEN
Industry Food Production
Experience
LE PAIN QUITODEN August 2012 - Present
BANK OF AMERICA April 2012 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Windows, English, Research, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, C++
Education
Star Career Academy-New York 2011 — 2012
LE PAIN QUITODEN August 2012 - Present
BANK OF AMERICA April 2012 - June 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Outlook, Windows, English, Research, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, C++
Education
Star Career Academy-New York 2011 — 2012
Alice Inomaha's Bank of America Experience March 1992 - June 1996
Job Managing Director at IDC Investments, LLC
Industry Financial Services
Experience
IDC Investments, LLC May 2001 - Present
Lehman Brothers July 1996 - April 2001
Bank of America March 1992 - June 1996
Orrick, Herrington & Sutcliffe LLP August 1988 - March 1992
Education
Stanford Law School 1984 — 1987
Doctor of Law (J.D.), Law
Whitman College 1980 — 1984
Bachelor of Arts (B.A.), History
IDC Investments, LLC May 2001 - Present
Lehman Brothers July 1996 - April 2001
Bank of America March 1992 - June 1996
Orrick, Herrington & Sutcliffe LLP August 1988 - March 1992
Education
Stanford Law School 1984 — 1987
Doctor of Law (J.D.), Law
Whitman College 1980 — 1984
Bachelor of Arts (B.A.), History
Marion Rogers Riley Campbell's Bank of America Experience April 1992 - July 1993
Job Manager
Industry Real Estate
Experience
Various LLC's January 1994 - Present
Bank of America April 1992 - July 1993
Security Pacific National Bank December 1984 - April 1992
Skills
Loans, Commercial Mortgages, Construction Loans, Leadership, Valuation, Strategic Planning, Customer Service, Sales
Education
Stanford University 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Economics
San Marino High School 1976 — 1979
Various LLC's January 1994 - Present
Bank of America April 1992 - July 1993
Security Pacific National Bank December 1984 - April 1992
Skills
Loans, Commercial Mortgages, Construction Loans, Leadership, Valuation, Strategic Planning, Customer Service, Sales
Education
Stanford University 1979 — 1983
Bachelor of Arts (B.A.), Political Science and Economics
San Marino High School 1976 — 1979
Randy Jia's Bank of America Experience June 2013 - August 2013
Job Student at Stanford University
Industry Computer & Network Security
Experience
Bank of America June 2013 - August 2013
Skills
C++, SQL, Unix, Java
Education
Stanford University 2011 — 2015
Mathematics
Bank of America June 2013 - August 2013
Skills
C++, SQL, Unix, Java
Education
Stanford University 2011 — 2015
Mathematics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS