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
Soultionstar Settlement Service a/k/a Nationstar Mortgage April 2013 - January 2014
Bank of America November 2011 - March 2013
Fannie Mae September 2010 - October 2011
LPS November 2009 - August 2010
Wachovia Mortgage FSB 1993 - August 2009
Wells Fargo October 1993 - July 2009
Wachovia 1993 - 2008
Skills
Settlement Negotiation, Collateral Asset..., Valuation Fraud..., National Residnetial..., Liquidity Asset..., Regulatory/HVCC..., Vendor Management, KP Reporting and..., Needs Analysis and..., P&L Management, Market Analytics and..., Gap Analysis
Education
State University of New York at Buffalo - School of Management 1978 — 1982
Human Resource Management
Robertson Anschutz Vetters September 2015 - Present
LoanDepot LLC April 2015 - September 2015
Pacific Union Financial, LLC October 2014 - April 2015
Caliber Home Loans January 2013 - August 2014
Bank of America June 2003 - December 2012
Bank of Blue Valley December 2002 - June 2003
Wells Fargo Home Mortgage February 2001 - November 2002
Skills
FHA, 203K, VA loans, Purchase, Refinance, TX Home Equity, Conventional Loans, Residential Mortgages, DPA Programs, Mortgage Banking, Mortgage Lending, Investment Properties, Title Insurance, HUD, Funding, Loan Closings, Loss Mitigation, VA Loans
Education
State Fair Community College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
State Fair Community College
Associate's degree, Computer and Information Sciences and Support Services
MB Financial Bank December 2013 - Present
Wells Fargo Home Mortgage February 2012 - December 2013
HSBC Mortgage September 2008 - February 2012
Bank of America June 2007 - September 2008
FIRST PRIORITY MORTGAGE January 2001 - June 2007
DELLWOOD FUNDING COMPANY June 1998 - January 2001
Skills
Mortgage Banking, VA loans, Mortgage Lending, FHA financing, FHA, First Time Home Buyers, Investment Properties, Residential Homes, Condos, New Home Sales, Loan Origination, Refinance, Residential Mortgages, Government Loans
Education
SUNY Fredonia 1987 — 1991
Bachelor of Arts (B.A.) in Economics, Money, Banking & Finance with a Certificate in International Economic Studies
M&T October 2014 - Present
Bank of America 2005 - 2013
Skills
Qual, Risk Management, Microsoft Excel, PowerPoint, Microsoft Office, Banking, Coaching, Loans
Education
SUNY Fredonia 2001 — 2005
Bachelor's degree, History
Charles Schwab March 2013 - Present
Health First October 2012 - March 2013
Bank of America November 2007 - October 2012
Skills
Strong leadership and..., Vision driven and goal..., Organized and attentive..., Thrives in working..., Customer Service, Healthcare, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Insurance, Leadership, Access, Data Entry, Data Analysis, Management, Sales, Time Management
Education
University of South Florida 2010 — 2012
Bachelor's degree, Marketing/Marketing Management, General
State College of Florida-Manatee-Sarasota 2007 — 2010
Associate of Arts (A.A.), General Studies
Seneca Mortgage Servicing LLC June 2014 - Present
Bank of America November 2011 - June 2013
The Basics Inc July 2009 - August 2011
Skills
Listening Skills, Team Leadership, Attention To Detail, Self Driven, Customer Service, Technical Documentation, Technical Training, Self-driven, Access, Analytical Skills, Team-oriented, Time Management
Education
State University of New York at Buffalo - School of Management 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
University at Buffalo 2010 — 2013
BA, Marketing
SUNY Brockport 2009 — 2010
BlueYield June 2014 - Present
BlueYield November 2013 - June 2014
Pinnacle Capital Mortgage March 2013 - September 2013
Bank of America August 2012 - March 2013
Bank of America January 2010 - August 2012
Bank of America December 2008 - January 2010
Skills
Mortgage Servicing, Underwriting, Mortgage Lending, Credit, FHA, Financial Analysis, Loans, Risk Management, Mortgage Banking, Refinance, Finance, Loan Origination, Customer Service, Residential Mortgages, Financial Risk
Education
State University of New York College at Fredonia 2004 — 2008
B.S Business Finance, Minor : Economics, 3.14 GPA
John F. Kennedy High School Cheektowaga, NY 2000 — 2004
Advanced Regents Diploma
First Niagara Bank November 2012 - Present
First Niagara Bank 2011 - 2012
Bank of America August 2010 - August 2011
Just Energy May 2010 - August 2010
University at Buffalo July 2009 - May 2010
Citi April 2008 - May 2009
Skills
Sales, Sales Management, Customer Service, Customer Satisfaction, Negotiation, Public Speaking, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint
Education
State University of New York at Buffalo 2007 — 2011
Bachelor of Science, Business Administration; Marketing
State University of New York at Buffalo - School of Management 2007 — 2011
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Consumer behavior
Bank of America February 2014 - Present
Best Buy February 2007 - February 2014
NAVAIR January 2003 - April 2005
Skills
Store Management, Merchandising, Visual Merchandising, Loss Prevention, Big Box, Driving Results, Profit, Store Operations, Customer Service, Inventory Control, P, Retail Sales
Education
State College of Florida-Manatee-Sarasota
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
EXL Service June 2015 - Present
Bank of America July 2011 - July 2014
Skills
IT Audit, Internal Audit, Risk Management, Business Process..., Information Security..., IT Governance, Oracle, Disaster Recovery, Lean Six Sigma, Business Continuity..., ITIL v3 Foundations..., Databases, SDLC, Production Support, Business Strategy, Application Support, RDBMS, Microsoft SQL Server, Access Control..., Systems Analysis, Software Documentation, Java, C++, CRM, Technical Documentation, Visio, Vendor Management, Matlab, Telecommunications, TCP/IP, Technical Support
Education
State University of New York at Buffalo - School of Management 2014 — 2015
Master's Degree, Management Information Systems, 3.6
Sardar Patel Institute of Technology 2008 — 2011
Bachelor's Degree, Electronics and Telecommunication, First Class
Bank of America September 2015 - Present
The World Bank March 2015 - May 2015
Bank of America June 2014 - August 2014
Citi February 2013 - June 2013
University at Buffalo - Office of Science, Technology Transfer, and Economic Outreach June 2012 - August 2012
Buffalo Niagara Partnership September 2011 - December 2011
Investment Banking Institute March 2011 - April 2011
University at Buffalo - Computing Information Technology August 2009 - June 2010
Skills
Business Analysis, Financial Modeling, Corporate Finance, Financial Analysis, Visio, Economics, SPSS, Data Analysis, Access, Management, SQL, IT Project & Program..., Statistics, Accounting, Valuation, SDLC, MS Project, Databases, HTML, Risk Management, Investments, Guerrilla Marketing, SAS, MS Excel Pivot Tables, Data Mining, Market Research, Business Intelligence, Systems Analysis, Database Design, Linux, HP Quality Center..., Statistical Data..., Business Strategy, Business Development, Ariba, Product Cost Analysis, Tableau
Education
University of Maryland College Park 2013 — 2015
Master’s Degree, Data Analysis and Entrepreneurship
State University of New York at Buffalo - School of Management 2008 — 2012
Business Administration, Management Information Systems (MIS) and Finance
Investment Banking Institute 2011 — 2011
Investment Banking
Bank of America April 2011 - Present
The Hanover Insurance Group September 2009 - April 2011
Boston Scientific June 2007 - August 2009
Wipro April 2004 - June 2007
Skills
Peoplesoft, Peoplesoft Human..., Peoplesoft HRMS, Peoplesoft HR, North American Payroll, Base Benefits, Benefits Administration, Peoplecode, Application Designer, Application Messaging, Application Engine, Component Interface, Process Schdeuler, PS Query, SQR, Oracle, Business Interlink, Workflow, Reports Development, XML Publisher, Datastage, PL/SQL, Oracle SQL, COBOL, Time and Labor, PeopleCode, PeopleSoft
Education
State University of New York at Delhi 2000 — 2004
Master's degree, Computer Science
Wisenbaker Builder Services October 2014 - Present
Brandom Cabinets a Wisenbaker Builder Services Company September 2010 - October 2014
The Vector Group - Imports September 2007 - September 2010
Capital One May 2006 - September 2007
Bank of America 2003 - 2006
Linens N Things 2000 - 2003
Stage Stores Inc. 1996 - 2000
Skills
Video Production, Commercial Photography, Graphic Design, Project Management, Executive Management, Management Consulting, Process Engineering, Human Resource..., Business Development, Leadership, Social Media Marketing, Marketing, Social Media, Budgets, Management, Training
Education
State University of New York - System
Social Science, Psychology, Sociology, Human Resource Management
Bryant & Stratton College January 2013 - Present
Bryant & Stratton College February 2011 - January 2013
HSBC January 2010 - February 2011
Bank of America August 2008 - January 2010
Tops Markets February 2003 - August 2008
Skills
Career Counseling, Student Financial Aid, Interviews, Resume Writing, Higher Education, Career Development, Microsoft Office, Customer Service, E-Learning, Time Management, Job Search Strategies, Data Entry, Customer Satisfaction, Customer-focused, Phone Etiquette, Critical Thinking, Job Search Advice, Angel LMS, Leadership, Facebook, PowerPoint, Articulate Communicator, Emotional Intelligence, Oracle, Training, Microsoft Word
Education
State University of New York College at Buffalo
Master of Science (M.S.), Adult Education, 3.96/4.0
State University of New York College at Fredonia
Bachelor of Arts (B.A.), Sociology
Paychex November 2012 - Present
MoneyShow May 2011 - October 2012
Bank of America 2006 - 2011
Mercedes Medical 2005 - 2006
Skills
Account Management, Banking, Business Development, Business Strategy, Customer Service, Electronic Trading, Entrepreneurship, FX trading, Finance, Financial Markets, Financial Modeling, Financial Services, Foreign Exchange, Human Resources, Investment Banking, Training, Wealth Management, Investments, Leadership, Loans, Management, Market Research, Marketing, Marketing Strategy, Negotiation, New Business Development, Online Marketing, Options, Outsourcing, Payroll, Payroll Services, Retail, Risk Management, Sales, Sales Management, Strategic Planning, Trading
Education
State College of Florida-Manatee-Sarasota
Shelter Insurance Companies January 2009 - Present
Arbonne International September 2008 - Present
Bank of America September 2008 - September 2009
Family Financial Services April 2008 - September 2008
State Farm Insurance July 2004 - October 2007
Skills
Insurance, Underwriting, Coaching, Property & Casualty..., Customer Service, Business Development, Sales, Banking, Outlook, Customer Satisfaction, Leadership, Marketing, Business Planning, Small Business, Time Management, Entrepreneurship, Sales Management
Education
University of Missouri-Columbia, College of Business 2001 — 2003
Bachelor's, Finance & Banking
State Fair Community College 1999 — 2001
Associate of Arts and Sciences (AAS), Accounting and Finance
Amogh Associates LLC. February 2010 - Present
Wells Fargo September 2005 - December 2009
Bank of America September 1997 - September 2005
Skills
Series 7, Wealth Management, Retirement Planning, Banking, Mortgage Lending, Wholesale Merchant..., Life & Health Insurance..., Mutual Funds, Strategic Financial..., Leadership, Finance, Investments, Insurance, Retirement, Loans, Strategy, Management, Estate Planning, Credit, Investment Advisory, Life Insurance, Real Estate, Risk Management
Education
Spain 1980 — 1996
State University of New York at Delhi
Bank of America June 2013 - Present
Bank of America Merrill Lynch September 2008 - June 2013
Citigroup March 2006 - June 2008
Citigroup January 2005 - March 2006
Citigroup September 1999 - January 2005
Salomon Smith Barney August 1998 - September 1999
Salomon Smith Barney May 1997 - August 1998
Salomon Brothers April 1993 - May 1997
Skills
Fixed Income, Electronic Trading, Risk Management, Trading, Trading Systems, Market Data, Prime Brokerage, Financial Risk, Derivatives, Capital Markets, Equities, Portfolio Management, Entitlements, Identity Management, Vendor Management, Financial Services, Strategy, Integration
Education
State University of New York at Buffalo - School of Management 1981 — 1985
Bachelor of Science, Business Administration, Concentration in Management Information Systems
Midtown Consulting Group / Suntrust Bank January 2014 - Present
Midtown Consulting Group/ TIAA-CREF March 2011 - December 2013
Wachovia, A Wells Fargo Company December 2009 - August 2010
Wachovia Corporation 2006 - December 2009
Wachovia 2004 - 2006
Wachovia 2003 - 2004
DeLeeuw Associates 1999 - 2003
Bank of America 1995 - 1999
Coopers & Lybrand 1992 - 1994
Skills
Strategy, Management Consulting, Financial Analysis, Cross-functional Team..., Analytics, Program Management, Forecasting, Banking, Management, Business Intelligence, Business Analysis, Leadership, Integration, Project Management, SDLC, Analysis, Mergers & Acquisitions, Finance, Strategic Planning, financial modeling, Business Strategy, Business Process..., Financial Services, Consulting
Education
Pace University - Lubin Graduate School of Business
MBA Finance \ MS Accounting
State University of New York at New Paltz
B.S
Great Neck North HS
Bank of America October 2013 - Present
Bank of America September 2011 - September 2013
Bank of America August 2003 - July 2011
Bank of America March 2001 - August 2003
BANC OF AMERICA CAPITAL MANAGEMENT May 2000 - March 2001
Bank of America December 1998 - May 2000
CAROLINAS MEDICAL CENTER August 1998 - December 1998
Skills
Mortgage Lending, Banking, Loans, Mortgage Banking, Credit, Process Improvement, FHA, Human Resources, Residential Mortgages, Customer Service, Time Management, Training, Leadership, Management, Sales, Financial Analysis, Sales Management, Budgets, Marketing, Recruiting, Business Planning, Project Management, Relationship Management, Strategic Planning
Education
State University of New York College at Fredonia 1994 — 1998
Bachelor of Science, Business Administration-Marketing & Psychology
Berkshire Hathaway Home Services Florida Realty August 2015 - Present
Coldwell Banker Real Estate July 2013 - August 2015
The Keyes Company September 2012 - April 2013
Real Estate Mortgage Network April 2012 - September 2012
Metlife Home Loans September 2010 - September 2011
Bank of America August 2000 - September 2010
Wells Fargo 2001 - 2002
Citibank May 1983 - August 2000
Skills
Mortgage Lending, Leadership, Mortgage Banking, Loans, Loan Origination, Management, Strategic Planning, Credit, FHA, Banking, Refinance, Residential Mortgages, Credit Analysis, Consumer Lending, Underwriting, VA loans, FHA financing, Retail Banking, Loss Mitigation, Sales, Real Estate Financing, Investments, Foreclosures, First Time Home Buyers, Real Estate, Investment Properties
Education
State University of New York at New Paltz 1976 — 1980
Communications
SunTrust Bank February 2005 - Present
SunTrust Bank March 2007 - December 2008
Amerisave Mortgage Corporation 2003 - 2004
Bank of America October 1997 - May 2003
Realty 2002 - 2003
Citibank 1987 - 1990
Skills
Finance, Commercial Banking, Small Business Lending, Business Development, Commercial Lending, Banking, Team Building, Retail Banking, Leadership, Strategic Planning, Wealth Management, Coaching, Customer Service, Deposits, Credit Analysis, Mortgage Lending, Consumer Lending, Customer Relations, Customer Satisfaction, Lines Of Credit
Education
New York Institute of Technology, New York 1985 — 1986
MBA, Management
State University of New York - System 1982 — 1985
Bachelor of Science, Finance
Alicia Marcinkowski Consulting January 2013 - Present
Academy Green Residences, Inc. January 2011 - September 2011
Bank of America November 2002 - January 2011
Education
State University of New York College at Buffalo
BS, Education
State University of New York at New Paltz
MS, Education
IBERIABANK August 2014 - Present
Bank of America September 2010 - July 2014
Regal Entertainment Group March 2003 - March 2013
Skills
Marketing Strategy, Maintaining Strong..., Customer Service, Problem Solving, Team Building, Cross-functional Team..., Promotions, CRM, Management, Business Analysis, Credit, Cross Selling, Financial Analysis, Leadership, Loans, Relationship Management, Retail Banking, Sales, Mortgage Lending, Banking
Education
University of South Florida Sarasota-Manatee 2010 — 2013
Bachelor of Science (BS), Marketing/Marketing Management, General
State College of Florida-Manatee-Sarasota 2007 — 2010
Associate of Arts (AA), Marketing/Marketing Management, General
Wells Fargo July 2015 - Present
Bank of America October 2012 - July 2015
Bank of America October 2012 - August 2014
Citi October 2009 - October 2012
Bank of America January 2009 - October 2009
Skills
VBA, Visual Basic, SQL Server, Oracle, Analysis, Access, Capital Management, Management, Portfolio Management, Trading, Banking, Market Risk
Education
State University of New York at Buffalo - School of Management 2006 — 2009
Bachelor of Science (BS), Finance, General
Virginia Polytechnic Institute and State University - Pamplin College of Business 2005 — 2006
Bank of America Merrill Lynch March 2014 - June 2015
Bank of America Merrill Lynch May 2011 - March 2014
Bank of America / Merrill Lynch August 2010 - May 2011
Merrill Lynch October 2006 - August 2010
Banc of America Investments 2005 - 2006
Bank of America 2004 - 2006
Skills
Relationship Management, Banking, Project Management, Operations Management, Risk Management, Supply Chain, Leadership, Governance, Program Management, Wealth Management, Management, Project Portfolio..., Business Process..., Process Improvement, Financial Services, Investments, Financial Analysis, Finance, Credit, Strategic Planning, Fixed Income, Cross-functional Team..., Back Office, Sales, Change Management, Vendor Management, Outsourcing, Business Analysis, Mutual Funds, Financial Risk, Securities, Six Sigma, Sales Operations, Portfolio Management, Call Centers
Education
State University of New York College at Fredonia 1994 — 1998
BS, Business Administration
Wells Fargo Bank November 2007 - Present
SunTrust Bank 2004 - 2007
Bank of America 1998 - 2004
JPMorgan Chase 1994 - 1998
Skills
Credit Analysis, Commercial Banking, Commercial Lending, Credit Portfolio..., Financial Analysis, Financial Modeling, Term Sheets, Legal Documentation..., Loan Structuring, Financial Structuring, Portfolio Management, Middle Market, Small Business Lending, Loans, Document Review, Finance
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
SUNY Fredonia 1988 — 1992
BA, Business Administration
Brick Shop Audio 2009 - Present
Recorded Books LLC March 2010 - Present
87.7 FM WNYZ July 2009 - March 2012
Bank of America October 2007 - May 2009
Education
Manatee Community College 2003 — 2005
General
FINRA
Greene Pharma, LLC dba Greene Medical Arts Pharmacy March 2014 - June 2014
Personal Leave of Absence April 2011 - March 2013
Charlotte Works (formerly ProNet Charlotte) April 2010 - April 2011
ALLSTATE INSURANCE February 2008 - August 2009
Bank of America August 2000 - June 2007
WELLS FARGO BANK (formerly First Union National Bank) May 1997 - July 2000
SABIC-IP (formerly General Electric-Plastics) May 1993 - August 1995
Skills
Quality Assurance, Customer Relations, Customer Service, Customer Satisfaction, Customer Experience, Customer Retention, Import, Import Compliance, Documentary Collections, OFAC, Internet Research, Requirements Analysis, Plan Execution, Document Review, Analysis, Research, Online Research, Management, Change Management, Process Improvement, Troubleshooting, B2B, Teamwork, Marketing, Access, Outlook
Education
Independent Study 2007 — 2007
Independent Study Traveled through India, July to August 2007
State University of New York College at Fredonia 1993 — 1996
BFA, Completed extensive studies toward Bachelor of Fine Arts in Technical Production/Management.
Columbia-Greene Community College 1991 — 1992
AA, Performing Arts
Carlisle & Gallagher Consulting Group October 2013 - Present
Independent Consulting Company January 2012 - January 2013
Bank of America November 2010 - October 2011
Barclays Capital October 2009 - November 2010
Bank of America March 2006 - October 2009
JP Morgan Chase 2005 - 2006
Morgan Stanley September 2003 - May 2005
Bank of New York September 2001 - August 2002
AXA Financial January 1999 - April 2001
KeyCorp August 1998 - January 2001
Skills
Reference Data, Fixed Income, Equities, Capital Markets, Banking, Financial Risk, Trading, Financial Services, Back Office, Risk Management, Middle Office, SDLC, Investment Banking, Credit, Retail Banking, Business Analysis, Finance, Credit Risk, Requirements Gathering, Trading Systems, Relationship Management, Market Risk, Analysis, Investments, Financial Markets, Securities, Portfolio Management, Bloomberg, Market Data, Mutual Funds, Agile Methodologies, AML, Management, Operational Risk, Prime Brokerage, Operational Risk..., Data Analysis, Project Management, Change Management, PMO, Workflow Management, Data Anal, Legacy Conversion, Business Process...
Education
State University of New York - System
BS, Finance
Bank of America June 2012 - Present
KPMG September 2010 - June 2012
Blue Cross Blue Shield March 2010 - September 2010
University at Buffalo August 2009 - May 2010
Tata Consultancy Services August 2007 - August 2009
Skills
IT Audit, MS Project, Access, Process Engineering, SQL, ITIL, Unix, Business Process Design, ACL, COSO, SOA, UML, Perl, Time Management, PowerPoint, Word, Excel, C, Policy Analysis, C++, Budgeting, Logistics, COBIT, Visio, SDLC, IT Governance, SOX, Systems Analysis, Security, Business Process, Business Analysis, PeopleSoft, IT Management, Requirements Analysis, Disaster Recovery, Software Project..., CISA, DB2, Risk, Sarbanes-Oxley Act, Microsoft Excel
Education
State University of New York at Buffalo - School of Management 2009 — 2010
MS, Management Information Systems
Vellore Institute of Technology 2003 — 2007
B.Tech, Bioinformatics
Gill Adarsh 1989 — 2002
Fidelis Care January 2013 - Present
Citizens Bank May 2010 - January 2013
Bank of America September 2009 - April 2010
Starbucks September 2005 - February 2010
Skills
Call Centers, Management
Education
State University of New York College at Fredonia 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
State University of New York College at Buffalo
Principle Solutions Group March 2011 - Present
Bank Of America June 2005 - February 2011
ING Investment Management April 1994 - June 2005
Lazard Asset Management March 1990 - April 1994
Skills
Fixed Income, Portfolio Management, Asset Managment, Process Improvement, Mutual Funds, Analysis, Performance Measurement, Six Sigma, Management, Securities, Bloomberg, Wealth Management, Investment Management, Accounting, Back Office, Program Management, Business Process..., Leadership, Banking, Equities, Business Analysis, Financial Services
Education
State University of New York - System 1985 — 1986
Bachelor of Science (B.S.), Production Operations Management
University of Dayton 1982 — 1984
General
Scarsdale High School 1978 — 1982
Diploma
Robert Half Management Resources October 2013 - Present
Webster Bank August 2011 - October 2013
Textron Financial August 2006 - February 2011
Bank of America 1998 - 2006
Lafayette American Bank 1996 - 1997
Glastonbury Bank & Trust 1993 - 1994
Centerbank 1990 - 1991
CDC Financial 1987 - 1990
Skills
Commercial Lending, Portfolio Management, Credit Analysis, Commercial Mortgages, Loans, New Business Development, Start-ups, Leadership, Management, Business Development, Corporate Finance, Real Estate Economics, Commercial Real Estate, Loan Origination, Asset Based Lending, Finance, Sales, Mortgage Lending, Mergers & Acquisitions, Financial Analysis, Business Analysis, Small Business Lending, Financial Modeling, Credit, Accounting, Due Diligence, Banking, Credit Risk, Time Management, Underwriting, Commercial Banking
Education
University of Connecticut 1990 — 1993
MBA, Finance
State University of New York College at Fredonia 1980 — 1984
BS, Business
Compliance Science, Inc. May 2010 - Present
Bank of New York Mellon June 2006 - June 2009
Bank of New York October 2003 - June 2006
Jefferson Wells August 2002 - October 2003
Bank of America March 2001 - February 2002
United States Trust Company of New York September 1998 - February 2001
Deutsche Bank Securities May 1992 - October 1998
David Lerner Associates, Inc. 1981 - 1984
Skills
Compliance Audits, System Development, Risk Management, Quality Auditing, Compliance Monitoring, Analysis, Continuing Education, Hedge Funds, Auditing, OFAC, Securities, Program Management, Banking, Investments, Trading, Finance, KYC, Financial Services, Asset Management, AML, Wealth Management, Internal Audit, Investment Management, Equities, Investment Banking, Policy, Management, Loans, Broker-Dealer, FINRA, Training, Anti Money Laundering
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate Program, Certified Regulatory and Compliance Professional
State University of New York College at Brockport 1977 — 1979
Bachelor of Applied Science (B.A.Sc.), Education
State University of New York College at Fredonia 1975 — 1977
bs, music
Bank of America March 2015 - Present
Bank of America October 2014 - March 2015
Bank of America March 2014 - September 2014
Bank of America June 2013 - March 2014
M&T Bank July 2011 - June 2013
M&T Bank December 2009 - July 2011
M&T Bank June 2009 - December 2009
M&T Bank November 2008 - June 2009
M&T Bank July 2007 - November 2008
Skills
Training, Management, Leadership, Series 6, Series 63, Life & Health Insurance..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Sales Management, HTML, Java, Coaching, Program Management, Project Management, Financial Analysis, Business Strategy, Banking, Multi Tasking, Highly detail oriented, Analysis, Risk Management
Education
State University of New York at Buffalo - School of Management 2010 — 2012
Master of Business Administration (MBA)
State University of New York College at Geneseo 2003 — 2007
Bachelor of Science (BS), Business Management and Computer Science
Fidelity Investments June 2015 - Present
Fidelity Investments August 2014 - June 2015
Bank of America May 2012 - April 2014
BankUnited October 2006 - May 2012
Regions Bank May 2006 - October 2006
SunTrust Bank October 2004 - May 2006
Skills
Retail Banking, Sales Process, Customer Satisfaction, Customer Retention, Customer Loyalty, Results Focused, Problem Solving, Notary Public, Finance, Brand Loyalty, Credit, Loans, Result Oriented, Financial Services, Small Business Lending, Consumer Lending, Banking, Customer Service, Sales, Credit Analysis, Leadership
Education
State College of Florida-Manatee-Sarasota
University of South Florida Sarasota-Manatee
School of Business, Finance, General
Lehigh Hanson October 2012 - June 2015
Bank of America 2010 - 2012
QC Solutions Co. 2008 - 2010
TransTech Systems Incorporated 2003 - 2008
Skills
Management, Project Management, Customer Service, Sales Management, Business Development, New Business Development, Account Management, Strategic Planning, Sales, Customer Support, Product Development, Leadership, Asphalt, Highways, Aggregates, Building Materials, Microsoft Excel, Geology, Research, Microsoft Word, Public Speaking, Asphalt Paving, Engineering, Project Planning
Education
State University of New York College at Fredonia
Bachelor of Science (B.S.), Geology
Bank of America February 2015 - Present
Movement Mortgage July 2013 - April 2014
Myers Park Mortgage May 2011 - June 2013
Wyndham Capital Mortgage July 2009 - May 2011
Skills
Customer Service, Economics, Accounting, Mathematics, Listening to customers, Public Speaking, Office Administration, Sales Management, Education, Training, Clerical Skills, Loan Origination, Analysis, Finance, Refinance, FHA
Education
State University of New York College at Fredonia 2004 — 2008
Bachelor of Science (B.S.), Business
Synovus July 2012 - Present
BNI 2012 - 2013
BankUnited October 2010 - July 2012
Anna Maria Chamber Of Commerce 2012 - 2012
Longboat Key, Lido Key, St. Armands Key Chamber of Commerce 2011 - 2012
Puertorican chamber of Commerce 2008 - 2011
Regions Financial Corporation October 2006 - October 2010
Bank of America January 2004 - October 2006
Skills
Bilingual-Spanish, Microsoft Office, Lotus Notes, Account Management, Term Life Insurance, Annuities, Small Business Lending, Consumer Lending, Sales Management, B2B, Public Speaking, Branch Banking, Commercial Banking, Retail Banking, Banking, Customer Service, Lines Of Credit
Education
Manatee Community College 2004 — 2006
Connecticut School Of Broadcasting
Pentegra Retirement Services February 2015 - Present
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies December 2013 - February 2015
Amalgamated Life Insurance Company, a member of the Amalgamated Family of Companies May 2011 - November 2013
BNY Mellon July 2007 - May 2011
Bank of America April 2007 - May 2007
Skills
Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Auditing, Account Reconciliation, Sarbanes-Oxley Act, QuickBooks, PeopleSoft, Tax Preparation, Accounts Payable, Accounts Receivable, Access, GAAP, Fixed Assets, Internal Audit, Financial Statements, Forecasting, General Ledger, Journal Entries, Bank Reconciliation, Accruals, Microsoft Excel, US GAAP, Cash Management, Invoicing, Payroll, Year-end Close, Monthly Close, Spreadsheets, G/L Reconciliations, Balance Sheet, Vlookup
Education
State University of New York at New Paltz 2002 — 2007
Bachelor of Science, Accounting
WKSU September 2012 - Present
Self June 2014 - Present
WNY.FM August 2011 - August 2012
Bank of America August 2009 - August 2012
Entercom June 2009 - February 2011
Fredonia Radio Systems 2005 - 2009
Skills
Adobe Audition, Pro Tools, Final Cut Pro, Social Networking, Photoshop, Journalism, Video Production, Radio, Video Editing, Event Planning, Recording, Social Media, Public Speaking, Audio, Facebook, Production, Writing, Microsoft Office, Blogging, PowerPoint, HTML, Word, Customer Service, Broadcast, Editing, Audio Editing, Sound, Public Relations, Multimedia, Audio Engineering, Music, Storytelling, New Media, Radio Producing, Television, Video, Radio Broadcasting
Education
State University of New York College at Fredonia 2005 — 2009
B.A., Communications
State University of New York College at Fredonia 2005 — 2009
Bachelor of Science (B.S.), Communication and Media Studies
Wells Fargo January 2011 - Present
Bank of America August 2010 - January 2011
NouvEON Technology Partners December 2008 - August 2010
Wachovia Bank August 2007 - December 2008
TEKsystems January 2007 - August 2007
TEKsystems January 2006 - January 2007
Duke Energy August 2005 - January 2006
TEKsystems October 2003 - August 2005
Skills
Consulting, Recruiting, Leadership, Business Continuity, Banking, Business Development, Strategic Sourcing, Requirements Gathering, Executive Management, Staff Augmentation
Education
State University of New York College at Fredonia 1998 — 2002
Political Science
MB Financial Bank August 2014 - Present
Cole Taylor Bank January 2013 - Present
Cole Taylor Bank January 2012 - January 2013
Bank of America October 2010 - September 2011
Bank of America April 2008 - October 2010
LaSalle Bank July 1997 - April 2008
KeyCorp August 1986 - July 1997
Skills
Banking, Analysis, Analytics, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Forecasting, Integration, Leadership, Mergers, Mergers, Process Improvement, Strategic Financial..., Strategy
Education
State University of New York College at Fredonia 1982 — 1986
Bachelor of science, accounting
Randstad March 2015 - Present
Bank of America July 2014 - March 2015
Bank of America June 2013 - July 2014
Meridian Technologies - contractor at Bank of America June 2012 - June 2013
Solo Professional December 2010 - June 2012
Bank of America June 2005 - December 2010
Bank of America January 2004 - May 2005
Bank of America April 1997 - December 2003
Prizm Technologies June 1996 - March 1997
Freelance June 1995 - May 1996
Skills
Program Management, SDLC, Change Management, Team Leadership, Systems Analysis, HTML, Clarity, SQL, MS Project, Requirements Analysis, Public Speaking, Project Management, Visio, IT Strategy, Business Intelligence, Oracle, Enterprise Architecture, Microsoft SQL Server, Data Warehousing, Software Documentation, Cross-functional Team..., Databases, Integration, Project Planning
Education
State University of New York at Buffalo - School of Management 1989 — 1991
M.B.A, MIS
State University of New York at Buffalo 1985 — 1989
B.S, Business Administration; Marketing, Graduated cum laude
Synchrony Financial December 2013 - Present
Synergy Professional Staffing May 2008 - Present
Source Interlink June 2006 - August 2008
Jefferson Wells June 2001 - May 2003
Bank of America December 1998 - May 2001
MCI March 1995 - December 1998
Education
State University of New York College at Fredonia 1985 — 1989
BS, Business
Carlisle & Gallagher Consulting Group June 2011 - Present
Bank of America April 2009 - March 2011
Bank of America March 2008 - April 2009
Bank of America August 2005 - March 2009
Bank of America June 2003 - August 2005
DLJdirect/HARRISdirect March 2000 - April 2002
Skills
Business Analysis, Finance, Project Management, Banking, Relationship Management, Process Improvement, Six Sigma, Product Management, Change Management, Business Process..., Team Leadership, Management Consulting, E-commerce, Integration, Leadership, Analysis, Strategic Planning, Visio, Agile Project Management, Certified Scrum Master..., PMO, Management, Agile Methodologies, Mergers & Acquisitions, Strategy, Project Portfolio..., Coaching, Financial Services, Business Strategy, Project Delivery, Scrum, Program Management, Consulting
Education
McColl School of Business, Queens University of Charlotte 2004 — 2006
Masters, Business Administration 2006; Finance
Bank of America 2004 — 2004
Six Sigma Green Belt
State University of New York College at Fredonia 1993 — 1998
BS, Business Management, Economics
Citi July 2013 - Present
Bank of America May 2012 - May 2013
Best Buy October 2009 - August 2011
People Inc May 2010 - September 2010
Skills
Intercompany..., Banking, Portfolio Management, Financial Analysis, Financial Regulation, Finance, Team Leadership, Credit Risk, Customer Service, FX trading, Credit, Derivatives, Risk Management, Retail, Loans, CRM, Teamwork, Data Analysis, Loan Modifications, Short Sales, Bankruptcy, Deed in Lieu, Microsoft Excel, Foreclosures, Mediation, Litigation, LAMP, AS400 system, Lotus Notes, Loss Mitigation, Financial Risk, Credit Analysis
Education
State University of New York at Buffalo - School of Management 2008 — 2012
Bachelor's Degree, Business Administration-Finance
Bank of America June 2015 - Present
United States Army Reserve April 2008 - Present
RBS Citizens Financial Group February 2014 - January 2015
Evans Bank May 2013 - February 2014
US Navy August 2002 - August 2007
Skills
Leadership, Organizational..., Critical Thinking, Military, Customer Service, Policy, Risk Management, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Management, Government, Operational Planning, Strategic Leadership, Military Experience, Community Outreach, Team-oriented, Sales, Security Clearance, Healthcare, Troubleshooting, Hospitals, Medicine, Human Resources
Education
State University of New York College at Buffalo 2013 — 2014
Masters Degree, Public Administration
State University of New York College at Fredonia 2007 — 2013
Bachelors of Science, Political Science and Government
Delta Air Lines August 2014 - Present
Bank of America October 2010 - Present
Bank of America November 2009 - October 2010
Skills
Banking, Credit, Finance, Financial Analysis, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Relationship Management, Credit Analysis, Analysis, Consumer Lending, Corporate Finance, Customer Service, Leadership, Microsoft Office, Refinance, Sales
Education
Manatee Community College
International Business and Management
Fidelity Bank July 2010 - Present
Haven Trust Bank January 2006 - March 2009
Georgia Telco Credit Union August 2004 - January 2006
Bank of America 2002 - 2004
METLIFE RESOURCES 2001 - 2002
First Union National Bank 1986 - 1997
Education
State University of New York - System
M&T Bank September 2014 - Present
Homealone, L.L.C July 2012 - Present
Cambridge Mercantile Group September 2013 - May 2014
Citi September 2010 - July 2012
Bank of America November 2008 - September 2010
GEICO July 2007 - September 2007
Time Warner Cable April 2005 - September 2005
Skills
Financial Analysis, Internal Audit, Corporate Financial..., Loan Modifications, Loan Servicing, Underwriting, Financial Accounting, Dodd-Frank, Counterparty Risk, Credit Analysis, Business Analysis, International Business..., Portfolio Management, Portfolio Assessment, Basel III, Solvency II, MiFID, Leadership, Credit, Financial Risk, Credit Risk, Loans, Banking, Financial Modeling, Auditing, Analysis, Access, Mortgage Lending, Capital Markets, Management, Insurance, Risk Management, Accounting, Finance, Microsoft Excel, Financial Services, Payments, Cash Management, Relationship Management, Strategy, Customer Service
Education
State University of New York at Buffalo - School of Management 2004 — 2008
BS, Accounting, Finance
Goodyear Dunlop Tires North America Ltd August 2012 - August 2013
Rich Products Corporation February 2012 - May 2012
Bank of America November 2010 - February 2012
State University of New York at Buffalo September 2010 - June 2011
Bank of America November 2009 - November 2010
Bank of America May 2008 - November 2009
Midas Leasing Ltd January 2006 - September 2006
Shire Leasing PLC December 2003 - February 2005
Skills
Project Management, Operations Management, Team Leadership, Marketing Strategy, Management Consulting, Marketing, Market Research, Budgets, Financial Analysis, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Microsoft Office, Microsoft Word, Data Analysis, CRM, Sales, Analysis, Marketing Communications, Strategy, Time Management, Process Improvement, Marketing Management, Team Building, Strategic Planning, Leadership, Management, Teamwork, Loans, Forecasting, Business Analysis
Education
State University of New York at Buffalo - School of Management 2010 — 2012
MBA, Marketing & Management Consulting
State University of New York at Buffalo - School of Management 2009 — 2010
BS, International Business
Niagara County Community College 2006 — 2008
AS, Busines Administration
Taxware February 2013 - October 2014
Staples August 2012 - February 2013
Citizens Bank June 2011 - August 2012
Stream Global Services July 2010 - January 2011
Marsh & McLennan Companies, Inc. August 2009 - July 2010
Capital One March 2008 - August 2009
Capital One October 2005 - February 2008
Bank of America September 2001 - October 2005
Cambridge Incubator 2000 - 2001
Skills
Project Management, Project Delivery, Program Management, Infrastructure Planning, Data Center, Disaster Recovery, Business Continuity, Change Management, Server Management, Database Management, Database Admin, Beer, Cross-functional Team..., Integration, Infrastructure, Process Improvement, Virtualization, Enterprise Software, Cloud Computing, PMP, ITIL
Education
State University of New York at Buffalo
BS, Computer Science
State University of New York at Buffalo - School of Management
MBA, Business Administration
Lash Group January 2013 - March 2014
Lash Group February 2009 - December 2012
Lash Group March 2009 - November 2009
arvato UK & Ireland July 2007 - December 2008
Lancet Software April 2006 - February 2007
BANK OF AMERICA December 2002 - March 2006
Bank of America September 2000 - December 2002
Bank of America September 1996 - September 2000
DB SYSTEMS CORPORATION October 1993 - July 1996
UNITED TECHNOLOGIES CORPORATION April 1993 - September 1993
Skills
Business Objects, Bo Universe Designer, SSRS, T-SQL, Microsoft SQL Server, Data Warehousing, SQL, Oracle, PL/SQL, SDLC, Business Intelligence, Crystal Reports, .NET, ETL, Visual Basic, Integration
Education
State University of New York College at Fredonia 1987 — 1991
Bachelor of Science (BS), Business Management
State University of New York College at Fredonia 1987 — 1991
Bachelor of Science (BS), Computer Science Business Track
Bank of America January 2007 - Present
Inky Dinky Animation Studios November 2006 - January 2007
PBS, "It's A Big Big World" November 2005 - April 2006
"Crude" August 2005 - August 2005
"Real Estate Show" July 2005 - August 2005
Education
State University of New York College at Fredonia 2002 — 2005
BFA, Media Arts, Communications
Bank of America April 2015 - Present
Bank of America Home Loans 2010 - 2011
Countrywide Home Loans, Wholesale Division August 2007 - December 2010
Disney Mobile May 2005 - July 2007
Medco November 2003 - May 2005
Blue Cross Blue Shield of Kansas City January 2003 - October 2003
Sprint May 2001 - January 2003
WorldCom April 1999 - April 2001
UCA etc 1991 - 1997
Skills
Business Process..., Business Analysis, Integration, Process Improvement, Project Management, SDLC, Vendor Management, Cross-functional Team..., PMP, Program Management, Software Documentation, Software Project..., Call Centers, Requirements Analysis, CRM, Risk Management
Education
State University of New York College at Fredonia 1986 — 1993
Bank of America March 2011 - Present
Wells Fargo October 2007 - March 2011
Greater Bay Bank August 2006 - October 2007
Fremont Bank 1998 - 2006
Wachovia Bank June 1988 - June 1998
Ensign Bank of New York January 1988 - June 1988
Summit Bank January 1977 - January 1988
Skills
Credit, Commercial Lending, Small Business Lending, Loans, Banking, Lines Of Credit, Credit Analysis, Mortgage Lending, Commercial Mortgages, Asset Based Lending, Commercial Banking, Retail Banking, Consumer Lending
Education
State University of New York - System 1977 — 1981
Bank of America DBABNP ParibasJune 2008 - Present
Banc of America Securities 2003 - Present
ABN AMRO 1999 - 2003
Furman Selz, LLC October 1992 - October 2002
ING Barings 1999 - 2002
Education
State University of New York - System 1974 — 1981
Bank of America March 2012 - Present
Bank of America August 2007 - March 2012
Skills
Customer Service, Banking, Leadership, Microsoft Office, Negotiation, Operations Management, PowerPoint, Sales, Microsoft Excel, Project Management, Team Building, Coaching, Retail, Time Management, Training
Education
State College of Florida-Manatee-Sarasota
WHB
Bookkeeping Consultant February 2013 - Present
Renovations of Sarasota, LLC March 2006 - Present
CSI Networks January 2012 - February 2013
The Cool It Man, Inc. February 2010 - July 2012
Lawson Group Architects, Inc 2001 - 2006
Bank of America 1995 - 2001
The JoyFM 1992 - 1993
Skills
Budgets, Process Improvement, Change Management, Team Building, Forecasting, New Business Development, Sales Management, Business Process..., Contract Management, Construction Management, Construction, Small Business, Leadership, Management, Outsourcing, Sales, Strategic Planning, Marketing Strategy
Education
christ for the nations 1994 — 1995
Manatee Community College 1989 — 1991
Asociates Degree
Sarasota High School
SEI Investments September 1997 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors 1996 - Present
FleetBoston Financial October 1991 - September 1997
Bank of America 1986 - 1996
Bath Iron Works March 1989 - October 1991
FleetBoston Financial October 1986 - March 1989
Cincom Systems, Inc August 1983 - November 1986
Onondaga/Madison BOCES July 1973 - December 1981
Oneida County BOCES November 1968 - June 1972
Skills
Vendor Management, Systems Analysis, Software Project..., Risk Management, Databases, Mainframe, Project Management, IBM Mainframe, Enterprise Software, Leadership, Management, Quality Assurance, Business Analysis, SDLC, Process Improvement, CRM
Education
State University of New York - System 1969 — 1972
Bank of America Merchant Services February 2014 - Present
Bank of America May 2004 - February 2014
GE Transportation 2003 - 2003
Skills
IT Management, Change Management, IT Outsourcing, Project Management, Process Improvement, Risk Management, Six Sigma, Banking, Management, Payment Systems, Mobile Payments, Payment Card Processing, Credit Card Transaction..., Product Development, Product Management, Product Launch, Product Marketing, Strategic Planning, Business Strategy, New Business Development, Information Technology
Education
State University of New York at Buffalo - School of Management 2000 — 2004
BS, Management Information Systems
GE Capital August 2010 - Present
SunTrust Bank December 2009 - February 2013
Wachovia Securities, LLC July 2009 - November 2009
Bank of America July 2008 - July 2009
In2itive January 2006 - June 2008
Fannie Mae 2007 - 2007
Modis 2005 - 2007
Modis 2005 - 2007
RNC 2006 - 2006
Freddie Mac 2005 - 2006
Skills
Software Project..., Requirements Gathering, Project Management, Data Warehousing, Business Intelligence, Analysis, Business Analysis, Enterprise Software, IT Strategy, Integration, Requirements Analysis, SDLC
Education
State University of New York College at Buffalo 1996 — 1999
Bachelor's degree in Computer Information Systems
State University of New York at Delhi 1994 — 1996
aas
Scleroderma Foundation / Tri State, Inc. Chapter November 2013 - Present
Take Shape For Life September 2009 - Present
Saratoga Body Wraps September 2012 - April 2014
C. J. Gage and Associates October 2004 - January 2010
PNC (formerly Sterling Financial) January 2007 - August 2008
Bank of America January 1978 - October 2004
Fleet Financial Group 1978 - 2004
Fleet Financial Group 1978 - 2004
Skills
Vendor Management, Compliance, Risk, Internal Controls, Coaching, Outsourcing, Consolidation, Strategic Planning, Operations Management, Change Management, Team Building, Mentoring, Budgeting, Customer Relations, Product Management, Planning, Process Improvement, Risk Management, Mergers, Problem Solving, Leadership Development, Customer Service, Banking, Negotiation, Contract Negotiation, Mergers & Acquisitions, Budgets, Project Planning, Customer Satisfaction, Sales Management, Employee Engagement, Business Process..., Financial Risk
Education
Association for Financial Professionals 2000 — 2000
Certified Treasury Professional (CTP)(CCM), Cash Management
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
Bank Operations and Technology
State University of New York - System 1984 — 1985
Paralegal and Business
TD Securities July 2015 - Present
TD September 2012 - Present
Bank of America January 2012 - December 2012
Bank of America April 2010 - January 2012
Bank of America July 2008 - May 2011
Bank of America September 2006 - July 2008
Skills
Operational Risk..., Operational Risk, AML, Market Risk, Capital Markets, Auditing, Banking, Finance, Financial Analysis, Financial Regulation, Financial Risk, Financial Services, Internal Audit, Loans, Risk Management, Sarbanes-Oxley Act, Wealth Management, Enterprise Risk..., Investments, Anti Money Laundering
Education
State University of New York - System 1996 — 1998
BS Finance, Finance & Economics
First Tech Federal Credit Union January 2015 - Present
Gregory Funding March 2014 - December 2014
Bank of America December 2012 - December 2013
Wells Fargo Bank June 2010 - June 2012
Alpine Mortgage Planning April 2008 - July 2010
Wilmington Finance February 2003 - April 2008
Aegis Funding November 2001 - February 2003
EquiCredit September 1993 - November 2001
Skills
NMLS Licensed, Level 1 Dedicated..., Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Residential Mortgages, Refinance, Reverse Mortgages, Customer Service, Financial Analysis, Bilingual Communications
Education
State University of New York at New Paltz 1981 — 1984
BA Poli Sci, International Relations
State University of New York College at Geneseo 1979 — 1981
North Shore High School 1975 — 1979
Yes, Teenage Life
Bank of America August 2013 - Present
Bank of America February 2012 - August 2013
Bank of America April 2011 - February 2012
Bank of America June 2010 - April 2011
Bank of America November 2008 - June 2010
Bank of America June 2006 - November 2008
Bank of America February 2005 - June 2006
Bank of America August 2004 - February 2006
Bank of America April 2003 - August 2004
Education
State University of New York - System 1990 — 1995
BA, Communications
Bank of America March 1995 - Present
SouthTrust Bank June 1993 - April 1995
Banc Florida January 1991 - June 1993
Education
State College of Florida-Manatee-Sarasota
Bank of America December 1985 - Present
Skills
Banking, Credit Cards, Credit Analysis, Financial Analysis, Business Development, Loans, Team Leadership, Credit, Portfolio Management, Analytics, Risk Management, Vendor Management, CRM, Commercial Banking, Credit Risk, Financial Services, Executive Management, Commercial Lending, Financial Risk, Relationship Management, Loan Origination, Consumer Lending
Education
State University of New York College at Fredonia 1981 — 1985
Bank of America V.P.Barnett Bank1978 - 1997
Skills
Mortgage Lending, Mortgage, Banking, Six Sigma, Process Improvement, Operations Management, Visio, Microsoft Office, Loans, Mortgage Banking, Loan Origination, Risk Management, Credit Analysis, Credit, Consumer Lending, Commercial Lending, Credit Risk, Management, Portfolio Management, Underwriting
Education
State College of Florida-Manatee-Sarasota 1986 — 1988
Bank of America Business Support ManagerBank of AmericaMay 2005 - Present
Skills
Banking, Mortgage Banking, Mortgage Lending, Loan Origination
Education
State University of New York College at Fredonia 1985 — 1989
Bank of America May 1999 - Present
Joseph Davis, Inc February 1998 - May 1999
Skills
Finance, Investments, Fixed Income, Securities, Loans, Financial Services, Mergers & Acquisitions, Financial Risk, Treasury Management, Internal Controls
Education
State University of New York at Buffalo - School of Management 1992 — 1997
BS, Finance, minor computer science
Law Offices of Jayne T. Kaplan March 1991 - Present
Bank of America November 1977 - November 1987
Bank of America January 1977 - September 1987
Skills
Chapter 11, Chapter 7, Chapter 13 Bankruptcy, Litigation, Trade Secrets, Legal Research, Mediation, Corporate Law, Trademarks, Legal Assistance, Defense, Real Estate, Appeals, Commercial Litigation, Arbitration, Civil Litigation
Education
University of Wisconsin Law School 1972 — 1976
JD, Law
State University of New York - System 1965 — 1969
BA, Psychology
ADP August 2013 - Present
ADP July 2011 - July 2013
Automatic Data Processing July 2005 - July 2011
Royal and Sunalliace May 2002 - July 2005
Bank of America May 1998 - May 2002
Prudential Healthcare August 1996 - May 1998
Skills
Employee Benefits, Benefits Administration, Customer Service, Employee Engagement, HRIS, Human Resources, Deferred Compensation, ADP Payroll, Leadership, Payroll, Process Improvement, Talent Management, Employee Relations, Onboarding, Account Management, Vendor Management, Cold Calling, Performance Management, Personnel Management, Recruiting
Education
State University of New York College at Fredonia 1989 — 1993
BSHS Healthcare Administration, Health Care, Marketing, Economics
Arbor Realty Trust January 2012 - Present
Arbor Realty Trust April 2010 - January 2012
Tavernier Capital Partners, LLC January 2009 - April 2010
Capmark April 2006 - January 2009
Bank of America January 2000 - April 2005
Skills
Commercial Lending, Underwriting, Commercial Real Estate, Real Estate, CMBS, Real Estate Economics, Loans, Asset Managment, Valuation, Commercial Mortgages, Portfolio Management, Due Diligence, Credit, Credit Analysis, Disposition, Asset Management, Financial Structuring
Education
University of Florida - Warrington College of Business Administration 2005 — 2006
MSRE, Real Estate
State University of New York at Buffalo - School of Management 2001 — 2004
BS, Business Administration
Residential Credit Solutions, Inc November 2012 - Present
TD November 2011 - November 2012
CoreLogic fka First American: Global Outsourcing December 2008 - June 2011
First American Document Solutions December 2006 - December 2008
Bank of America 2004 - 2006
Bank of America 2002 - 2004
Bank of America 1999 - 2004
Skills
Vendor Management, Vendor Relationships, Mortgage Lending, Process Management, Business Process..., Operations Management, Team Management, Process Improvement, Leading Meetings, NMLS Licensed, Producer Licensing, Customer Service, Retail Banking, Residential Mortgages, Leadership Development, Communication, Document Management, Home Equity Lines of..., Home Equity Loans, Client Integration, New Client..., Business Process Mapping, Client Relations Skills, Loan Servicing, Mortgage Banking, Leadership, Risk Management, Financial Services
Education
State University of New York College at Fredonia
Bank of America July 2011 - Present
SEI January 2009 - July 2011
Lehman Brothers April 1999 - December 2008
Dreyfus April 1998 - March 1999
Skills
Software Quality..., Test Planning/Strategy, Test Execution, Defect Tracking, Metrics Reporting, Business Analysis, Requirements Gathering, User and Staff Training, HP Quality Center, Change Management, Incident Management, Team Management, Vendor Management, Process Improvement, Risk Management, SQL, Quality Center, SDLC
Education
State University of New York College at Fredonia 1988 — 1991
B.S.
ABOVE ALL TENT RENTAL April 2004 - Present
Bank of America October 1994 - February 2007
Skills
Parties, Series 63, Trading, Equities, Portfolio Management, Investments, Catering, Series 7, Securities, Weddings
Education
STATE UNIVERSITY OF NEW YORK AT COBLESKILL 1988 — 1989
BUSINESS
State University of New York - System
Bank of America June 2015 - Present
Bank of America May 2012 - June 2015
Wells Fargo July 1996 - January 2012
New York Army National Guard January 1983 - July 1996
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, Requirements Analysis, SOA, Software Project..., Unix, Integration, Software Development, Vendor Management, Risk Management, SQL, Banking, Visio, Release Management, Microsoft SQL Server, Process Improvement, IT Strategy, XML
Education
State University of New York College at Buffalo 1986 — 1988
MS Electrical Engineering, High Voltage Engineering
State University of New York College at Fredonia 1983 — 1986
BS, Physics
Wells Fargo Home Mortgage November 2014 - Present
RoundPoint Financial Group January 2014 - November 2014
Bank of America June 2011 - December 2013
Wells Fargo Home Mortgage February 2010 - June 2011
Lexington Commons HOA May 2008 - October 2010
PreGel AMERICA January 2009 - January 2010
Sherpa May 2008 - December 2008
Charlotte Regional Partnership April 2008 - May 2008
Personalized Therapy Inc November 2007 - February 2008
JPMorgan Chase Bank NA April 2005 - November 2007
Skills
Sales, Recruiting, Microsoft Excel, Customer Service, Training, Quality Assurance, Loans, FNMA, FHLMC, Teamwork, Salesforce.com, Program Management, Event Planning, Coaching, Analysis, Process Improvement, Mortgage Lending, Finance, Banking, Microsoft Office, Mortgage Banking, Credit, Leadership, Credit Analysis, Underwriting, Portfolio Management, Loss Mitigation, FHA, Mortgage Servicing, Team Building, Financial Risk, Consumer Lending
Education
State University of New York College at Fredonia 2002 — 2004
BA
Niagara County Community College 2000 — 2002
A.A.S Liberal Arts
Bank of America 2010 - Present
Michaels Stores, Inc. May 2008 - Present
Education
State College of Florida-Manatee-Sarasota
n/a, general
Chewy.com July 2014 - Present
Starbucks August 2013 - August 2014
LUSH FRESH HANDMADE COSMETICS North America October 2012 - May 2013
Louis Vuitton November 2006 - February 2011
Bank of America June 2003 - June 2005
Skills
Staff Management, Staff Development, Employee Training, Customer Service, Retail, Selling, Visual Merchandising, Scheduling, PowerPoint, MS Office Suite, Microsoft Works, Microsoft Word, Outlook, Lotus Notes
Education
State College of Florida-Manatee-Sarasota 2003 — 2004
AA, Business
Bank of America Director Wealth Planning Tools and AnalyticsMerrill Lynch Wealth Management2009 - Present
Fleet Bank 2002 - 2004
Citizens Bank 1999 - 2001
BankBoston/Baybank 1995 - 2000
Skills
Portfolio Management, Wealth Management, Investments, Financial Services, Banking
Education
State University of New York at Buffalo - School of Management
MBA
Bank of America June 2005 - Present
Education
State University of New York - System 2002 — 2004
MS, Telecommunications
Twenty-Eight-Exchange-Auction 2013 - September 2014
H&R Block November 2013 - April 2014
Jackson Hewitt Tax Service Inc. January 2011 - April 2013
Jackson Hewitt Tax Service Inc. 2009 - 2011
Family of Woodstock 2008 - 2009
Bank of America 2007 - 2008
Simmons Machine Tool 2006 - 2007
Winnie Auto Sales 1995 - 2006
Skills
Accounts Payable, Peachtree, QuickBooks, Accounts Receivable, Invoicing, Financial Statements, General Ledger, Office Management, Accounting, Payroll, Account Reconciliation, Bookkeeping, Spreadsheets, Microsoft Excel, Outlook, Financial Reporting, Access, Financial Analysis, Corporate Tax, Trusts
Education
Ulster County Community College
State University of New York at New Paltz 1999 — 2002
Master of Business Administration (MBA), Finance, General
State University of New York at New Paltz 1997 — 1999
Bachelor of Science (BS), Finance, General, Magna Cum Laude
Ulster County Community College 1995 — 1997
Associate of Arts and Sciences (AAS), Business Administration
Saugerties High School
Bank of America August 2014 - Present
Bank of America July 2009 - August 2015
Alter Moneta Corporation February 2003 - July 2009
HSBC Business Credit, Inc. July 1993 - January 2003
Marine Midland Bank NA January 1987 - July 1993
Skills
Banking, Credit Analysis, Financial Analysis, Portfolio Management, Risk Management, Relationship Management, Loans, Finance, Credit Risk, Credit, Commercial Lending, Commercial Banking, Corporate Finance, Syndications
Education
State University of New York at Buffalo - School of Management 1979 — 1985
MBA, Business Administration - Finance
Bank of America November 2005 - Present
Skills
Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Loans, Mortgage Servicing, Credit, Credit Analysis, Loan Origination, Credit Risk, FHA, Refinance, Residential Mortgages, Loss Mitigation, Loan Servicing, Banking, Underwriting, Financial Risk, Consumer Lending, USDA, FHA financing, Funding, Finance, VA loans, Commercial Lending, Default, Loan Modifications, Portfolio Management, Securitization, Non-Conforming, Due Diligence, Small Business Lending, Commercial Mortgages, Construction Loans, Financial Structuring, Operational Risk, Operational Risk..., Risk Management, Financial Services, Commercial Banking, Fraud, Capital Markets, Structured Finance, Cash Management, Home Equity Lines of..., Relationship Management, Retail Banking, Reverse Mortgages, Valuation
Education
State University of New York at Buffalo - School of Management 1988 — 1992
Business, Finance & Accounting
Stewart Title June 2014 - Present
Bank of America March 2010 - June 2014
Saks Fifth Avenue May 2006 - August 2010
Foley's October 2000 - December 2005
Macy's April 1990 - October 2000
Education
State University of New York at Buffalo - School of Management 1971 — 1973
Business Administration
Hancock Bank October 2013 - Present
Westminster Manor January 2013 - September 2013
Various Fitness Clubs January 1986 - January 2013
HomeBanc, NA January 2008 - June 2012
Chase Home Loans June 2003 - December 2007
Bank of America January 2001 - January 2003
Great Outdoors Conservancy January 2000 - June 2000
South Trust Bank January 1999 - January 2000
Barnett Bank January 1994 - January 1999
Skills
Sales Management, Operational Excellence, Motivated self-starter, Event Planning, New Business Development
Education
Sarasota Association of Realtors School of Real Estate 2012 — 2012
Sales Associate
Graduate Prospect High School
State College of Florida-Manatee-Sarasota
LegalShield and Kroll Inc August 2011 - Present
Stop The Violence Coalition January 2014 - November 2014
Bank of America April 2010 - May 2013
Skills
Leadership, Team Building, Public Speaking, Time Management, Social Networking, Training, Access, Team Leadership, Marketing, Team Management, Marketing Strategy, Entrepreneurship, Sales, Leadership Development, PowerPoint, Teamwork, Management, Recruiting, Social Media, Coaching, Marketing Communications, Event Management, Strategic Planning, Microsoft Word, Personal Development, Customer Service, Social Media Marketing, Small Business, Fundraising, Teaching, Business Planning, New Business Development, Account Management, Banking, Finance, Exhortation, Sales Management, Event Planning, Online Marketing, Customer Satisfaction, Market Research, Advertising, Public Relations, Business Strategy, Budgets, Analysis, Negotiation, Business Development, Wealth Accumulation
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelors, Finance Concentration
Randstad Sourceright (Lash Group, AmerisourceBergen) June 2013 - Present
Duke Energy Corporation February 2013 - May 2013
Bank of America June 2010 - April 2012
Skills
Onboarding, Applicant Tracking..., Human Resources, Talent Acquisition, Recruiting, Payroll, Employee Benefits, Interviews, Employee Relations, Hiring, Talent Management, Screening, College Recruiting, Performance Management, Sourcing, Technical Recruiting, Staffing Services, New Hire Orientations, Leadership, Employee Training, Training, HRIS
Education
State University of New York at Delhi 1995 — 1997
State University of New York at Delhi
LIJ Medical Center January 2013 - Present
Winthrop-University Hospital June 2010 - Present
Bank of America January 2010 - May 2010
Skills
Inpatient, Wellness, Program Management, Healthcare, Cardiology
Education
State University of New York at Buffalo - School of Medicine & Biomedical Sciences 2005 — 2010
Nuclear Medicine Technology BS
Sanderson Wealth Management June 2011 - Present
Bank of America May 2005 - May 2011
Education
State University of New York at Buffalo - School of Management 2009 — 2011
MBA, Finance
State University of New York at Buffalo 2005 — 2008
Bachelor of Science, Finance
Lancaster High School
Chase Bank March 2014 - Present
Chase Bank February 2014 - March 2014
Chase Bank November 2010 - February 2014
Bank of America May 2010 - November 2010
AT&T April 2008 - January 2009
MARSTON MORTGAGE DBA NEW HORIZON MORTGAGE July 2007 - March 2008
RealEstate.com April 2007 - June 2007
MARSTON MORTGAGE DBA NEW HORIZON MORTGAGE July 2006 - March 2007
Wells Fargo Home Mortgage September 2004 - July 2006
EQUIFIRST CORPORATION December 2003 - August 2004
Skills
Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Loan Servicing, Customer Service, Employee Relations, Loan Origination, Mortgage Banking, Team Building, Call Centers, Finance, Sales, Banking, Management, Financial Services, Leadership, Real Estate, Negotiation, Financial Risk, Residential Mortgages, Analysis, Credit Analysis, Cold Calling, Microsoft Office, Financial Analysis, Risk Management, Commercial Lending, Technical Recruiting, Investments, Consumer Lending, Refinance, Mortgage Underwriting, Credit Risk, Retail Banking, Cross Selling, Asset Management, Marketing, Employee Benefits, Human Resources, Foreclosures, FHA Financing, USDA, Applicant Tracking..., Vendor Management, Small Business Lending, FHA, Commercial Banking, Relationship Management
Education
State University of New York College at Fredonia 1985 — 1988
Bachelor of Science (B.S.), Business Administration
State university of New York at Rockland
None, Business Administration and Management, General
Howard L. Zimmerman Architects, P.C. September 2011 - Present
Forrest Solutions Group January 2011 - September 2011
Bank of America March 2010 - January 2011
Broadway Grill September 2009 - March 2010
Shorewood Country Club August 2008 - August 2009
Education
SUNY Fredonia 2005 — 2009
B.A., Visual Art and New Media
State University of New York at
B.A, Visual Art and New Media
Broadridge Financial Solutions November 2006 - Present
Merrill Lynch July 2004 - November 2006
Bank of America April 1997 - July 2004
Skills
Prime Brokerage, Settlement, Securities, Back Office, Middle Office, Capital Markets, Equities, Derivatives, Trading Systems, Hedge Funds, Banking, Series 7, Swaps, Corporate Actions, Structured Products, Bonds, Series 63, Collateral Management, Bloomberg, Financial Services, Risk Management, Options, Wealth Management, Fixed Income
Education
SUNY Fredonia 1990 — 1994
BA, English
The Harvest Tabernacle of Sarasota, Inc. August 2011 - Present
Regions Bank December 2006 - November 2010
Bank of America October 1989 - December 2006
Skills
Sales Management, aministration, Outstanding Customer..., Customer Service, Customer Relations, Account Management, New Business Development, Team Building
Education
Manatee Community College
Riverview High School
Bank of America July 2008 - October 2008
Publix April 2006 - July 2006
Skills
Customer Service, Customer Satisfaction, Credit Cards, Spanish-speaking, First Aid, Cpr Certified, Data Entry, Social Media
Education
State College of Florida-Manatee-Sarasota 2008 — 2012
Associate of Arts (A.A.)
University of South Florida
Bank of America June 1984 - Present
Skills
Treasury, Leadership, Financial Analysis, Banking, Customer Service
Education
SUNY Fredonia
Harris Local Government October 2014 - Present
M&T Bank August 2013 - September 2014
M&T Bank July 2013 - August 2013
Bank of America February 2011 - June 2013
Bank of America July 2011 - February 2012
Bank of America November 2010 - July 2011
Wegmans Food Markets June 2010 - April 2011
Mighty Taco September 2007 - October 2010
U.S. Census Bureau March 2010 - July 2010
Skills
Banking, PowerPoint, Graphic Design, Photoshop, Loans, Retail Banking, InDesign, Mortgage Lending, Illustrator, Root Cause Analysis, Relationship Management, Customer Service, Credit Analysis, Commercial Banking, Cross Selling, Sales, Mortgage Banking, Credit Cards, Portfolio Management, Customer Experience, Consumer Lending, Loan Origination, Customer Satisfaction, Call Centers, Customer Retention, Anti Money Laundering, Compliance, Employee Engagement, Research, Microsoft Office, Public Speaking
Education
State University of New York at Buffalo - School of Management 2012 — 2017
Graduate Level Coursework
Buffalo State 2005 — 2010
Bachelor of Science (BS)
JPMorgan Chase June 2011 - Present
Bank of America April 2010 - June 2012
Skills
Business Professional, Mortgage Servicing, Sales Management, Event Management
Education
State College of Florida-Manatee-Sarasota
Apex Systems 2013 - Present
Andersen Heating and Cooling June 2011 - January 2013
Bank of America November 2002 - January 2008
Education
State University of New York at Delhi 1994 — 1996
Bachelor's degree, Business Administration and Management, General
Ingram Micro October 2002 - Present
INGRAM MICRO, INC. October 2002 - April 2014
Bank of America July 1991 - November 2001
HSBC July 1981 - July 1991
Skills
Financial Analysis, Credit Risk, Commercial Banking, Credit Management, Credit Analysis, Analysis, Banking, Credit, Risk Management, Portfolio Management, Underwriting, Loans, Finance, Accounting, Process Improvement, Financial Risk
Education
State University of New York College at Fredonia
Bank of America November 2007 - Present
Wells Fargo March 2012 - July 2012
Education
State College of Florida-Manatee-Sarasota 2005 — 2015
Business Managment
Southeast High School 2000 — 2003
Diploma