Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Bank of America November 2014 - Present
Bank of America February 2004 - October 2014
Skills
Analysis, Technical Support, Policy, Banking, Personnel Management, Contact Centers, Retail Banking, Risk Management, Call Centers, Process Improvement, Vendor Management, Relationship Management, Business Process..., Financial Services, CRM, Customer Experience
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Suffolk University 2007 — 2011
Bachelor's Degree, Applied Legal Studies / Paralegal Studies
Bank of America September 2014 - May 2015
Museum of Science, Boston January 2014 - June 2014
Suffolk University September 2010 - May 2014
True Religion Brand Jeans October 2011 - November 2012
ALDO Group September 2007 - October 2011
Skills
Microsoft Office, Time Management, Retail, Microsoft Excel, Fashion, Project Management, Customer Service, Sales, Communication, PowerPoint development, Presentation Skills, Presenting Solutions, Microsoft Word, Visual Merchandising, Merchandising, Loss Prevention, Retail Sales, Store Operations, Market Research, Classroom Instruction, Collaborative Problem..., Corporate Communications, Corporate Relations, Employee Training, Performance Management, PowerPoint, Report Writing, Root Cause Problem..., Solution Development, Team Motivation, Styling, Apparel, Store Management, Trend, Window Displays, CPR Certified, Administrative..., Translation, Proposal Writing, Financial Accounting, Managerial Finance, First Aid Certified, Teamwork
Education
Suffolk University - Sawyer Business School 2015 — 2017
Master of Business Administration (MBA)
Suffolk University- Sawyer Business School 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Business Administration and Management, General
Northeast Metro Vocational Technical High School 2006 — 2010
Dental Assisting/Assistant
St Rose Elementary School 1996 — 2006
Quantum Realty Group Inc. February 2011 - Present
Bank of America 2013 - 2013
Lancer Partners August 2007 - February 2011
Education
Sul Ross State University 1986 — 1990
Bachelor's degree, Education
INCO Property Management & Sales December 2005 - Present
Grace Custom Homes, Inc. 2010 - Present
Bean & Berry August 2010 - August 2012
Bank of America January 2004 - September 2005
Skills
Real Estate, Investments, Property Management, Realty, Investment Properties, Sellers, Land, Real Estate Development, Single Family Homes, Investors, Rentals, Residential, Real Estate Investment, Foreclosures, Buyer Representation, Residential Homes, Selling, Sales, Contract Negotiation, IT Operations, Marketing, Construction, Mortgage Lending, Loans, Real Estate Transactions, Renovation, Commercial Real Estate, First Time Home Buyers, Condos, Property, REO, Brokerage, Short Sales, Real Estate Financing, Leases, New Home Sales, Relocation, Referrals, FHA, Management
Education
Sullivan University 2003 — 2006
Business/Information Technology
Bank of America October 2012 - Present
Sovereign Bank November 2010 - October 2012
Fifth Third Bank February 2010 - November 2010
JPMorgan Chase September 2008 - February 2010
Bank of America 2006 - 2008
Citizens Bank March 2000 - July 2006
Skills
Investments, Banking, Credit, Loans, Branch Banking, Retail Banking, Consumer Lending, Small Business Lending, Commercial Banking, Mortgage Lending, Relationship Management, Wealth Management, Loan Origination, Cross Selling, Financial Services, Risk Management, Credit Risk, Branch Management, Mutual Funds, Sales, Deposits, Retirement Planning, Insurance, Coaching, Team Building
Education
Suffolk University - Sawyer School of Management 2001 — 2005
Bachelors of Science, International Business
The Wheat Report January 2009 - Present
The Wheat Report January 2009 - Present
CRE8IVE SOULZ, LLC January 2007 - Present
BAP MINISTRIES January 2004 - Present
Kindred Healthcare January 2006 - February 2009
Bank of America August 1996 - April 2005
Louisville/Saydah Home Fashions May 1990 - August 1996
Skills
Social Media, Logo Design, Marketing Strategy, Voice Over, Digital Media, Event Management, Music, Non-profits, Blogging, Public Speaking, Social Networking, Nonprofits, Copywriting, Sound, Books, Composition, Event Planning, Facebook, Video Production, Leadership Development, Musical Theatre, Television, Social Media Marketing, Mac, Copy Editing, Broadcast, Marketing Communications, Music Industry, Administrative Work, Public Relations, Publicity, Online Advertising, Strategic Planning, Entertainment, Clerical Work, Radio, Research, Customer Service, Coaching, Teaching, Music Production, Management, Recording, Marketing, Creative Writing, Online Marketing, New Media, Fundraising, Published Author, Community Outreach
Education
Sullivan University 2006 — 2010
BA, HUMAN RESOURCES
University of Louisville 1987 — 1990
Psychology
Bank of America April 2015 - Present
Best Buy November 2013 - Present
Roche Bros. Supermarkets August 2006 - November 2013
Katz, Nannis + Solomon, P.C. January 2013 - April 2013
Skills
Microsoft Excel, Auditing, Teamwork, PowerPoint, Microsoft Word, Customer Service, Sales, Tax Preparation, Microsoft Office, Social Networking, Retail, custom, customer, Customer Relations
Education
Suffolk University 2010 — 2014
BSBA, Accounting, Global Business
Ricoh Americas Corporation September 2013 - Present
Ricoh Americas Corporation November 2011 - September 2013
Johnnie's Fresh Market September 2008 - December 2011
Bank of America January 2011 - November 2011
Commerce Insurance May 2008 - September 2008
Commerce Insurance May 2007 - September 2007
Skills
IT Operations, Help Desk Support, Customer Service, Leadership, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Operations Management, Customer Satisfaction, Insurance, Time Management, Process Scheduler, Team Building, Sales Operations, Cash Handling Experience, Phone Etiquette, Sales, Access, Data Entry, Salesforce.com
Education
Suffolk University - Sawyer Business School 2006 — 2010
BSBA, Marketing
St Peter Marian 2000 — 2006
APNB September 2005 - Present
American International Bank September 1995 - August 1997
Bank of America January 1990 - September 1995
Skills
Loans, Banking
Education
Suffolk University 1980 — 1985
BS-BA, MIS
Bank of America January 2014 - Present
DangerToooonz Music Group August 2012 - Present
4M Consultants October 2013 - December 2013
Dollars & Sense August 2011 - June 2013
American Red Cross July 2012 - August 2012
The Food Project June 2010 - August 2010
The Food Project June 2009 - June 2010
The Food Project September 2008 - June 2009
L.I.N.C. June 2008 - June 2009
The Food Project June 2008 - August 2008
Skills
Marketing, Leadership, Innovation, Songwriting, Organization, Public Speaking, Microsoft Office, FL Studio, ProTools, Audio Production, Digital Recording, Rap, Lyrics, Studio Recording, Hip Hop, Lyricist, Song Production, Social Media, Blogging, Music Production, Music, Photography, Entertainment, Singing, Acting, Social Networking, Beat Making, Recording Services, Jingles, Studio Performance, Mixtapes, Live Performer, Social Media Marketing, Final Cut Pro, Facebook, Electronic Music, Management, Customer Service, Leadership Development, Event Management, Microsoft Excel, Video Production, Spanish, Pro Tools, Fundraising, Audio Engineering
Education
Suffolk University 2010 — 2013
Bachelor's degree, Global Business and Marketing
Bank of America January 2015 - Present
Bank of America November 2013 - January 2015
Aldo October 2008 - April 2014
Skills
Microsoft Office, Styling, Customer Service, Cash Management, Leadership, Event Planning, Event Management, Problem Solving, Sales, Sales Management, Store Management, Store Operations, Visual Merchandising, Retail, Handbags, Team Leadership, Hiring, Product Knowledge, Personal Shopping, Forecasting, POS, Training, Marketing, Shoes, Recruiting, Teamwork, Footwear, Trend Analysis, Social Networking, Shrinkage, Cashiering, Merchandise Planning, Clienteling, Inventory Control, Window Displays, Retail Sales, Loss Prevention, Inventory Management, Merchandising, Time Management, Fashion, Cash Register
Education
Suffolk University
Bachelors Degree, Global Business and Finance
Graves&Doyle January 2015 - Present
Suffolk University Gov. Dept. September 2012 - Present
Bank of America January 2012 - Present
Massachusetts State House May 2013 - August 2013
Law Offices of Jeffrey S. Glassman November 2012 - January 2013
Elizabeth Warren Senate Campaign August 2012 - September 2012
BGCB June 2012 - August 2012
Brockton High School January 2009 - January 2012
UMass Donahue Institute January 2010 - January 2011
Boys and Girls Club January 2010 - January 2011
Skills
Public Speaking, Community Outreach, Nonprofits, Leadership, Research, Microsoft Office, Social Media, Grant Writing, Event Planning, Fundraising, Microsoft Word, Microsoft Excel, Customer Service
Education
Suffolk University 2012 — 2016
Bachelor of Science (B.S.); Masters of Science, Political Science and Government
Suffolk University 2012 — 2016
B.S.M.S, Political Science/ Law/ International Relations
BOA Leadership 2012 — 2012
Brockton High School 2009 — 2012
High School Diploma
Microsoft June 2015 - Present
Brookline Bank August 2012 - June 2015
Boston Private Bank December 2011 - July 2012
Bank of America April 2010 - December 2011
Bank of America July 2009 - April 2010
Skills
Banking, Credit, Loans, Retail Banking, Deposits, Customer Service, Risk Management, Outlook, Microsoft Excel, Workforce Management, Quality Assurance, Call Center, Microsoft Word, Microsoft Office, SharePoint, Cash Management, IVR, Wire Transfers, ACH, Depository Operations, Bill Payment, Contact Center..., Internet Banking, Check 21, Teamwork, Adobe Acrobat, Research, Call Centers, Process Improvement, Management, Financial Analysis, Project Planning, Jack Henry, Remote Deposit Capture, Data Analysis, Sweep Accounts, Strategic Planning, Pricing Analysis, Business Planning, Sales Presentations, Sales Operations, Procedure Development, Procedure Creation, Customer Satisfaction, Customer Experience, Customer-focused, Customer Support, Building Relationships, Social Media, Leadership
Education
Suffolk University - Sawyer Business School 2013 — 2015
Master of Business Administration (M.B.A.), International Business
Suffolk University - Sawyer Business School 2008 — 2012
Bachelor of Business Administration (B.B.A.), Global Business & Finance
ADMIRALS BANK February 2012 - Present
First Republic Bank January 2010 - February 2012
Bank of America June 2009 - January 2010
Bank of America February 2008 - June 2009
Suffolk University March 2000 - February 2008
Suffolk University January 1999 - June 2000
Skills
Banking, Private Banking, Retail Banking, Finance, Financial Analysis, Business Development, Financial Services, Consumer Lending, Mortgage Banking, Financial Reporting, Customer Service, Series 63, Cash Management, Commercial Lending, Due Diligence, Fundraising, Business Strategy, Commercial Banking, New Business Development, Relationship Management, Strategic Planning, Investments, Credit, Loans, Risk Management, Mortgage Lending, Portfolio Management, Credit Analysis
Education
Suffolk University - Sawyer School of Management 2006 — 2007
MBA
Suffolk University 1995 — 1999
BSBA
Sodexo September 2014 - Present
Suffolk University Campus Card Services September 2013 - Present
Sodexo August 2011 - Present
Bank of America July 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Higher Education, Research, Event Planning, Leadership, Time Management, Social Media, Customer Service, Marketing, Teamwork, Social Networking, Management, Social Media Marketing, Team Leadership, Event Management, Sales, Community Outreach
Education
Suffolk University 2012 — 2016
Global Business And Management, Psychology, Senior
Suffolk University - Sawyer Business School 2012 — 2016
Management and Global Business
Bank of America December 2014 - Present
Advanced Mortgage Services 2009 - 2013
Advanced Mortgage Services 2009 - 2013
Advanced Mortgage Services 2009 - 2013
Primary Residential Mortgage, Inc. June 2008 - October 2009
Family Choice Mortgage 2002 - 2007
Great Western Bank/WAMU 1994 - 1999
FMRC 1992 - 1993
Skills
Investments, Mortgage Lending, First Time Home Buyers
Education
Notre Dame Academey
Notre Dame Academey
Suffolk University
Revere Rossetti-Cowan Senior Center & Council on Elder Affairs July 2013 - Present
Dan Rizzo for Mayor Campaign Committee November 2010 - April 2015
Salesian Boys & Girls Club of East Boston May 2011 - July 2013
H & R Block November 2010 - April 2011
Self-Employed December 2009 - November 2010
CreativeOne Direct (a division of Amergent) October 2008 - June 2009
Bank of America November 2007 - March 2008
MFA -Moody, Famiglietti & Andronico, LLP October 2005 - November 2007
Massachusetts Citizens For Life, Inc. November 2003 - October 2005
FleetBoston Financial Corporation 2000 - 2003
Skills
Fundraising, Public Relations, Direct Mail, Marketing, Copywriting, Project Management, Internal & External..., Vendor Relationships, Marketing Communications, Email Marketing, Social Media, Direct Marketing, Lead Generation, Event Planning, Strategic Planning, Marketing Strategy, Public Speaking, Social Media Marketing, Non-profits, Integrated Marketing, Advertising, Media Relations, Event Management, Press Releases, Online Marketing, Digital Marketing, Online Advertising, Newsletters, Multi-channel Marketing, Internal Communications, Product Marketing, Budgets, Copy Editing, Sales, Nonprofits, Leadership, Strategic Communications, Corporate Communications, Strategy, Management, Trade Shows, Marketing Management, Entrepreneurship, Training, Program Management, Cross-functional Team..., Grant Writing, SEO, Editing, Facebook
Education
Suffolk University 1974 — 1977
BS, Journalism/Public Relations
Zocklein & Associates
Certificate, Grant Writing & Resource Development
Grand Coast Capital Group January 2013 - Present
Triad Alpha Partners May 2009 - December 2012
Suffolk University January 2011 - May 2012
STAG Capital Partners January 2007 - September 2008
Bank of America October 2005 - December 2006
Skills
Investments, Real Estate, Real Estate Investment, Real Estate Finance, Investment Properties, Real Estate Economics, Debt, Commercial Lending, Real Estate Lending, Loan Origination, Residential Mortgages, Financial Structuring, Funding, Strategic Financial..., Mortgage Banking, Securities, Commercial Mortgages, Real Estate Private..., Series 65, Asset Management, Investors, Commercial Real Estate, Finance, Acquisitions, Due Diligence, Valuation, Financial Analysis, Real Estate Development, Portfolio Management, Real Estate Transactions
Education
Vanderbilt University 1999 — 2003
BS
Suffolk University - Sawyer Business School 2008 — 2009
MSF, Finance
Avon Old Farms 1997 — 1999
State Street Bank June 2013 - May 2014
Bank of America August 2011 - December 2012
Brookline Improvement Coalition, Inc. 2008 - 2010
Bank of America April 2006 - July 2008
Columbia Management July 1996 - March 2006
Brookline Bank February 1990 - July 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Leadership, Project Management
Education
Ellis College, NYIT 2005 — 2007
MBA, Project Management
Suffolk University - Sawyer School of Management 1989 — 2002
BSBA, Finance & Management
Bank of America February 2013 - Present
Bank of America February 2012 - January 2013
Bank of America March 2009 - February 2012
Countrywide Home Loans October 2006 - September 2008
Countrywide Home Loans July 2005 - October 2006
Countrywide Home Loans August 2003 - July 2005
Skills
Team Management, Mortgage Lending, Credit, Loans, Home Equity Loans, Loan Origination, Mortgage Banking, Banking, Consumer Lending, Credit Analysis, FHA, Refinance, Residential Mortgages, VA loans, Investment Properties, VA Loans
Education
Suffolk University 1998 — 2002
Bachelor of Science (BS), Finance
Paws Up, Inc. March 2014 - Present
Foxy Loxy Pet Designs March 2014 - Present
Art Museum of South Texas September 2012 - December 2013
Corpus Christi Museum of Science & History May 2013 - August 2013
kedt/south texas public broadcasting January 2013 - May 2013
Texas Parks and Wildlife Department June 2012 - December 2012
N.C. Wildlife Resources Commission 2008 - 2011
Bank of America April 2006 - March 2008
Sul Ross State University August 2005 - December 2005
Skills
Office Administration, Outdoor Education, Microsoft Office, Teaching Adults, University Teaching, Events Coordination, Team Leadership, Cash Management, Cash Flow Forecasting, Supervisory Experience, Data Entry, Volunteer Recruiting, Volunteer Training, Volunteer Management, Public Speaking, Public Relations, Writing
Education
Sul Ross State University 2004 — 2005
Master of Agriculture, Range & Wildlife Management
Texas A&M University 1999 — 2004
Bachelor of Science (B.S.), Geography
Self-employed 2008 - Present
Evest Lending 2006 - 2008
Bank of America 2005 - 2006
MBNA 1998 - 2005
Education
Suffolk University Law School 1979 — 1984
Juris Doctor, Law
University of Southern Maine 1974 — 1979
Bachelors, Sociology, Philosophy
Citizens Bank October 2005 - Present
RBS Citizens February 2009 - October 2010
RBS Citizens March 2005 - January 2009
Bank of America / Fleet September 1986 - December 2004
Bank of America 2003 - 2004
Fleet Financial Group 1997 - 2004
Fleet Bank 1986 - 2002
Skills
Product Management, Revenue Management, Pricing, ACH, Banking, Cash Management, Internet Banking, Liquidity Management, Revenue Analysis, Commercial Banking, Vendor Management, Treasury Management, Payments, Electronic Payments, Financial Risk, Financial Services, Financial Institutions, Financial Transactions, Cross Selling, Risk Management, Treasury Services, Commercial Lending, Relationship Management, SWIFT payments, Retail Banking
Education
Suffolk University 1982 — 1986
B.S.
SmartBooks Corp. 2014 - Present
Bank of America 2011 - 2014
Becker Professional Education 2010 - 2011
Massachusetts Society of CPAs, Inc. 2006 - 2010
Ariett Business Solutions 2005 - 2006
Eastern Bank 1999 - 2005
Skills
Strategic Marketing, Territory Expansion, Business Strategy, Promotional Events, Team Building, persuasive communication, Problem Analysis, Marketing, Sales Motivation, Campaign Management, Leadership, Strategy, Management, Customer Service, Marketing Strategy, Presentation Skills, Marketing Communications, Business Development, Strategic Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, QuarkXPress, Sales, InDesign, Team Motivation, Microsoft Office, Project Management, Critical Thinking
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA, Marketing
Suffolk University - Sawyer Business School 2000 — 2004
BSBA, Marketing
Boston Children's Hospital July 2013 - Present
Childrens Hospital Boston March 2012 - July 2013
Bank of America June 2010 - March 2012
Youth Option Unlimited January 2008 - June 2010
Skills
Customer Service, Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Data Entry, Microsoft Word, Leadership, Sales, Access, Management, Time Management, Training, Team Building, Administrative..., Employee Relations, Banking
Education
Suffolk University 2005 — 2010
Bachelor's degree, Business Administration and Management, General
Bank of America April 2006 - Present
WASHINGTON MUTUAL, Dedham November 2001 - April 2006
Citizens Bank of Massachusetts December 2000 - November 2001
BankBoston November 1997 - September 2000
Bank of Boston March 1995 - November 1997
Bank of Boston November 1992 - March 1995
Skills
Loan Servicing, Commercial Lending, Loans, Small Business Lending, Credit Analysis, Mortgage Lending, Credit, Banking, Retail Banking, Commercial Banking, Consumer Lending, Loan Origination, Mortgage Banking, FHA, Mortgage Servicing, Refinance, Lines Of Credit, Portfolio Management, Deposits, Financial Services, Finance, Credit Risk, Risk Management, Financial Analysis, Cash Management, Asset Based Lending, Customer Service
Education
Suffolk University 1985 — 1990
BSBA, Marketing
Suffolk University - Sawyer Business School 1985 — 1990
BSBA, Marketing
Humana April 2004 - Present
Bank of America September 1996 - April 2004
Louisville Metro Government August 1994 - August 1996
Skills
Strategic Planning, Analysis, Sales, Software Documentation, Visio
Education
Sullivan University 1986 — 1988
Associate's degree, Business Administration and Management, General
Advent International October 2014 - Present
Aramark Uniform Services October 2012 - October 2014
Adviser Investments 2007 - 2012
Bank of America 2004 - 2007
Skills
Advanced Excel, Financial Reporting, G/L Reconciliations, Financial Audits, Account Reconciliation, Accounts Payable, Accounting, Accounts Receivable
Education
Suffolk University
Bachelor of Science (B.S.), Accounting
Quincy High School
Bank of America November 1988 - Present
Skills
Banking, Change Management, Customer Experience, Financial Risk, Financial Services, Leadership, Management, Process Improvement, Relationship Management, Retail Banking, Risk Management, Strategic Planning
Education
Suffolk University 1984 — 1988
Bachelor of Science, Economics
Lionbridge June 2015 - Present
Deloitte and Touche LLP September 2013 - May 2015
Deloitte and Touche LLP June 2012 - August 2012
The Community Builders, Inc. August 2011 - March 2012
State Street July 2008 - September 2010
State Street May 2007 - July 2008
Bank of America September 2006 - May 2007
Skills
Financial Reporting, Financial Analysis, Accounting, Reconciliations, Reconciliation, Bloomberg, Fraud Detection, Account Reconciliation, Social Networking, Foreign Languages, Leadership, Conflict Resolution, Negotiation, Conflict Management, Auditing, Team Leadership, Financial Accounting, US GAAP, Time Management, Financial Statements, Microsoft Excel, Internal Audit, Microsoft Office, Finance
Education
Suffolk University - Sawyer School of Management 2012 — 2013
Master of Science (M.Sc.), Accounting
Suffolk University - Sawyer School of Management 2007 — 2011
Bachelor of Science, Accounting
Université Vincennes-Saint-Denis (Paris VIII) 2002 — 2006
Bachelor of Science (B.S.), Economics and Management
Nonprofit July 2014 - Present
Slice Out Hunger September 2013 - Present
Freelance February 2013 - Present
Media Behavior Institute August 2011 - June 2013
Sodexo September 2007 - August 2011
The Walt Disney Company January 2005 - June 2005
Bank of America January 2001 - January 2003
Skills
Brand Management, Social Media, Project Management, Market Research, Marketing Communications, Web Site Production, Event Management, Event Planning, Marketing, Advertising, Facebook, Public Relations, Management, Strategy, Research, Press Releases, Sales
Education
Suffolk University 2007 — 2010
Master of Arts, Public Relations & Advertising
University of Southern Maine 2004 — 2007
Bachelor of Arts, Communication
Family Dollar Stores, Inc. February 2013 - Present
Independent Contractor - Selp Employed September 2011 - January 2013
Hudson Legal Services 2012 - 2013
Discovery Ready 2010 - 2013
Bank of America August 2011 - September 2011
PreVisor Inc. October 2010 - March 2011
Wyndham Vacation Resorts, Inc. October 2007 - October 2008
Wyndham Vacation Ownership July 2005 - October 2007
Wyndham Vacation Ownership, Inc. October 2003 - July 2005
State of Hawaii, Office of the Governor July 2000 - July 2002
Skills
Contract Negotiation, Compliance, Strategic Planning, Microsoft Office, Excel, Customer Relations, Negotiation, Government Liaison, Customer Service, Team Building, Budgets, Management, Policy, Marketing, Corporate Law, Leadership
Education
Suffolk University Law School 1979 — 1983
J D, Law
University of Massachusetts, Amherst 1975 — 1979
Bachelor of Science
Associated Bank November 2014 - May 2015
JPMorgan Chase & Co. November 2010 - October 2014
Kotak Mahindra Bank December 2007 - September 2010
Citi July 2006 - November 2007
Bank of America July 2005 - June 2006
T-Mobile October 2002 - April 2005
Skills
Banking, Loans, Credit, CRM, Retail Banking, Business Development, Finance, Management, Branch Banking, Equities, Mortgage Lending, Investments, Financial Analysis, Sales Management, Sales, Leadership, Relationship Management, Strategy, Financial Services, Cross Selling, Credit Analysis, Branch Management, Credit Cards, P&L Management, Customer Satisfaction, Customer Experience, Customer Retention
Education
Suffolk University 1999 — 2000
MBA, Business Administration and Management, General, 3.7
University of Mumbai 1992 — 1997
Bachelor of Commerce, Business Administration
Bank of America January 2011 - Present
Bank of America October 2004 - January 2011
National Processing Corporation September 1997 - October 2004
Alliant Healthcare System October 1987 - September 1997
Skills
Vendor Management, Change Management, Banking, Electronic Payments, Credit Cards, Debit Cards
Education
Sullivan University
Programming, Information Technology
University of Louisville
BSC Business Administration, Marketing
Agility Closing & Title Services, Inc March 2012 - Present
Fidelity National Title Group 2005 - 2012
Bank of America 2002 - 2005
Skills
Sales, Marketing, Residential Mortgages, Commercial Mortgages, Title Insurance, Loan Origination, Loan Servicing, FHA, Foreclosures, Real Property, Closings, Settlement Services, Account Management, Advertising, Financial Accounting, Secondary Market, Investment Properties, Mortgage Lending, Buyer Representation, First Time Home Buyers, Real Estate, Sellers, Short Sales, Residential Homes, Relocation, New Home Sales, Referrals, Single Family Homes, Investors
Education
Sullivan University
Bachelor of Science (B.S.)
Pediatric Dental Associates July 2013 - Present
Bank of America May 2012 - June 2013
Bank of America December 2011 - May 2012
Archstone February 2011 - August 2011
Gap Inc./Banana Republic May 2010 - February 2011
Skills
Customer Service
Education
Southern New Hampshire University 2012 — 2015
Master of Business Administration (M.B.A.)
Suffolk University 2007 — 2010
BS, Psychology, Economics, Philosophy
University of Massachusetts, Amherst 2006 — 2007
Psychology, Economics
State Street Bank July 2009 - June 2015
Bank of America November 2006 - April 2009
Banc of America Investments October 2005 - October 2006
Quick & Reilly August 1998 - April 2005
Skills
Auditing, Compliance, Leadership, Management, Project Management, Team Leadership, Financial Services, Credit, Analysis, Training, Investments, Relationship Management, Banking, Quality Assurance, Risk Management, Finance, Portfolio Management, Coaching, Equities, Recruiting
Education
Suffolk University - Sawyer Business School 1996 — 1998
MBA, Business Administration
M Financial Group June 2012 - Present
Bernstein Global Wealth Management April 2010 - April 2012
Cohen Financial November 2006 - April 2010
Bank of America July 2003 - August 2006
Skills
Loans, Real Estate, Mortgage Lending, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Asset Managment, Executive..., Asset Management, Finance, Investments, Financial Modeling, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Marketing and Finance
Bank of America May 2013 - Present
Bank of America May 2010 - May 2013
Bank of America January 2006 - November 2010
Mercer Human Resource Consulting October 2003 - December 2005
Mercer Human Resource Consulting May 1999 - October 2003
Skills
Visual Basic, C#, VB.NET, JavaScript, Java, Telerik Controls, CruiseControl, Visual Studio, SQL Server Management..., Microsoft SQL Server, WPF Development, MVVM, WCF Services, ASP.NET AJAX, jQuery, SQL Server 2005/2008, ASP.NET, ASP.NET MVC, Silverlight, .NET, SQL, XML, Databases, Web Development, IIS, ASP, T-SQL, SSIS, Database Design, SDLC, Vendor Management, Visio, Business Analysis
Education
Sullivan University 2007 — 2009
MSMIT, Masters of Science in Managing Information Technology
University of Louisville 2000 — 2005
Bachelors, Computer Information Systems
Capital One SpecialistMUFG in the AmericasDecember 2014 - Present
Citi November 2011 - June 2014
Bank of America July 2010 - December 2011
Bank of America April 2010 - June 2010
Bank of America June 2008 - March 2010
Skills
Banking, Consumer Lending, Sales, Investments, Credit, Customer Service, Microsoft Excel, Relationship Management, Small Business Lending, Cross Selling, Lines Of Credit, Credit Cards
Education
Suffolk University 2005 — 2009
Bachelors, Communications and Business
Natick High School
Bank of America June 2015 - Present
USAA April 2013 - June 2015
Bank of America March 2012 - April 2013
Bank of America June 2008 - March 2012
Bank of America June 2006 - June 2008
Bank of America October 2003 - June 2006
Skills
Mortgage Lending
Education
Suffolk University 2001 — 2003
Master's degree, Business Administration and Management, General, 3.8
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Science (B.S.), Public Health
Lux Dental, Inc August 2015 - Present
AXA Advisors June 2015 - Present
Boston Tax Help Coalition June 2015 - Present
Boston Tax Help Coalition March 2015 - Present
Center for Learning and Academic Success, Suffolk University September 2014 - Present
Center for Learning and Academic Success, Suffolk University September 2014 - Present
Bank of America June 2014 - October 2014
Bruegger's Bagels May 2013 - June 2014
Tutors for All January 2013 - May 2013
C.G. Edwards Co. Inc. December 2011 - August 2012
Skills
Morningstar, Asset-Map, Bloomberg Terminal, Salesforce.com, LogMeIn, Accounts Receivable, Target Segmentation, Entrepreneurship, Business Initiatives, Leadership, Customer Satisfaction, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Research, Higher Education, Management, PowerPoint, Time Management, Event Planning, Nonprofits, Problem Solving
Education
Suffolk University 2012 — 2016
Bachelor of Science in Business Administration, Finance and Entrepreneurship, GPA: 3.88/4.00
Topographic, Inc. May 2012 - October 2014
Bank of America August 2005 - October 2011
ShopRite July 2005 - December 2005
ACE Trading Post August 2002 - August 2005
Brenner's Income Tax Centers, Inc March 2002 - May 2005
Sullivan County Dept. of Public Works June 2004 - August 2004
Skills
Customer Service, Problem Solving, Microsoft Office, Compliance, Customer Relations, Retail, Timesheet, Data Entry, Microsoft Excel, Banking, Payroll, Outlook, Employee Relations, Customer Satisfaction, Sales, Telephone Skills, Auditing, PowerPoint, Administrative..., Credit, Training, Accounts Receivable, Supervisory Skills, Pricing, Budgets, Human Resources, Payments, Leadership, Microsoft Word, Spreadsheets, Team Building, Call Centers, Accounts Payable, Accounting, System Administration, Invoicing, Management, Process Scheduler, Time Management, Coaching, Teamwork, Policy, Analysis, Deposits, Administrative...
Education
Sullivan County Community College 2003 — 2005
Associates, Business Administration
Cartus May 2013 - Present
Cartus October 2010 - May 2013
Laboure College January 2010 - August 2010
Bank of America September 2007 - December 2008
Skills
Financial Reporting, Banking, Databases, Supervisory Skills, Excel, International Business, International Relations, International..., Program Management, Outlook, Teamwork, Financial Analysis, Team Leadership, Strategic Planning, Finance, Project Management, Data Analysis, Nonprofits, Access, Project Planning, Training, Customer Service, Investments, Accounts Payable, Microsoft Office, French, Spanish, PowerPoint, Business Development, Research, Budgets, Management, Accounting, Analysis, Leadership, Market Research, Sales, Business Analysis, Forecasting, Business Planning, Business Strategy, Public Speaking, Economics, Corporate Relocation, Marketing, Negotiation, Time Management, Microsoft Excel
Education
Suffolk University 2005 — 2009
Bachelors, Finance and Global Business
Bank of America June 2013 - Present
Bank of America September 2011 - June 2013
Bank of America June 2007 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Arabic, Banking, Retail Banking, Microsoft Office, Cross Selling, Customer Service, Consumer Lending, Sales, Risk Management, Business Planning, Organizational..., Small Business Lending, Financial Analysis, People Skills, Training, Commercial Lending, Sales Management, Customer Satisfaction, Mortgage Banking, Outlook, Management
Education
Suffolk University 2005 — 2009
Bachelors of Arts, Criminalogy and Law
Sentinel Benefits & Financial Group August 2011 - Present
Security Innovation Network (SINET) July 2015 - Present
Massachusetts Technology Collaborative May 2015 - Present
SecureWorld Expo January 2012 - Present
Suffolk University September 2013 - Present
Bank of America January 2010 - July 2011
Bank of America November 2006 - January 2010
Bank of America October 2004 - October 2006
FundQuest 2002 - 2004
NICE Systems 2002 - 2003
Skills
SaaS, Cloud Storage, Private Cloud, Risk Management, Information Security..., Information Security, Security, Enterprise Risk..., Vendor Management, Disaster Recovery, Strategic Planning, Leadership, IT Audit, Executive Management, Project Management, Business Continuity, Mergers & Acquisitions, COBIT, Finance, Financial Services, Enterprise Software, Negotiation, Software Project..., Banking, Business Process..., Acquisition Integration, Risk Assessment, Governance, CRISC, Business Acquisition, Workplace Giving
Education
Suffolk University - Sawyer School of Management
BSBA, Computer Infomation Systems, Finance
Suffolk University - Sawyer School of Management
Master of Business Administration
Contemporaries, Inc. 2010 - Present
Atlantic Publishing Group Inc. 2009 - 2010
Scene in SA publications 2008 - 2009
L-3 Communications 2006 - 2008
Bank of America 2002 - 2005
Darkhorse Consulting 1998 - 2002
Executive Office of Health and Human Services/DTA 1992 - 1997
CZC/State Senate/House of Reps 1988 - 1992
Mass. House of Reps and State Senate 1988 - 1991
Daily Times & Chronicle and Wakefield Daily Item 1981 - 1988
Skills
Writing, Editorial, Corporate Communications, Books, Creative Writing, Magazines, Media Relations, Newspaper, Editing, Newsletters, Social Media, Press Releases, Journalism, Social Networking, Proofreading, Feature Articles, Ghostwriting, Publishing, Copywriting, Newspapers, Photography, Publicity, Content Development, Advertising, Content Management, Public Speaking, Digital Media, Storytelling, Research, Copy Editing, Public Relations
Education
Suffolk University 1977 — 1981
Bachelors, Journalism
Consolidated Marketing Services November 2014 - Present
Rosaria Resturant July 2014 - Present
Axis Promotions June 2011 - July 2014
Bank of America March 2010 - June 2011
Karmaloop.com September 2009 - December 2009
Regan Communications January 2009 - May 2009
Build-A-Bear Workshop August 2004 - December 2008
General Growth Properties September 2005 - December 2007
Skills
Social Media, Social Media Marketing
Education
Suffolk University 2005 — 2009
Bachelor of Science (BS), Advertising/Public Relations
John Cabot University
Revere High School
Varonis July 2015 - Present
Varonis July 2014 - Present
K logix, LLC April 2013 - July 2014
CLS Group. 2011 - 2013
Bank of America 2007 - 2010
Skills
Risk Management, Microsoft Excel, Banking
Education
Suffolk University 2002 — 2006
Bank of America October 2014 - Present
Burger King August 2013 - Present
Program Council June 2012 - Present
Suffolk University Math Support Center September 2010 - Present
Burger King Corporation August 2007 - August 2013
Program Council June 2011 - June 2012
Education
Suffolk University 2009 — 2013
BSBA, Marketing, 3.5
State Street April 2011 - Present
State Street May 2008 - April 2011
State Street May 2005 - May 2008
State Street June 2003 - May 2005
Bank of America June 1997 - June 2003
Skills
Mutual Funds, Investment Operations, Bloomberg, Hedge Funds, Investments, Fund Administration, Bloomberg Terminal, Financial Reporting, Account Reconciliation, Securities, Derivatives, Equities, Fixed Income, Financial Services
Education
Suffolk University
Bachelor of Science in Business Administration, FINANCE
Bank of America July 2005 - Present
Skills
Employee Relations, Change Management, Leadership Development, HR Strategy, Organizational..., Executive Coaching, Employment Law, Succession Planning, Recruiting, Talent Acquisition, Organizational..., Organizational Design, Employee Engagement, Performance Management, Workforce Planning, Career Development, Strategic Planning
Education
Suffolk University - Sawyer School of Management 2001 — 2007
MBA
Suffolk University Law School 2001 — 2007
Juris Doctor
Trinity College-Hartford 1994 — 1997
Bachelor of Arts (BA), Sociology, Graduated With Honors
University College Cork, Ireland 1996 — 1996
Study Abroad Program
Tufts University 1993 — 1993
Bank of America January 2010 - Present
Bank of America June 2008 - February 2012
Self Employed January 2007 - June 2008
Newstalk 630 WPRO January 2007 - June 2008
Fleet Bank February 2002 - May 2004
Fleet Bank November 1999 - January 2002
Fleet Bank January 1996 - November 1999
Shawmut Bank, N.A. October 1991 - January 1996
Skills
Banking, Performance Management, Customer Experience, Small Business Lending, Retail Banking, Management, Cross Selling, Credit, Call Centers, Relationship Management, Financial Services, Loans, Customer Acquisition, Sales
Education
Suffolk University - Sawyer School of Management
M.B.A., Marketing
University of Rhode Island - College of Business Administration
B.S., Marketing
Fidelity January 2007 - Present
Bank of America 2005 - 2006
JPMorgan Chase 2005 - 2005
Smith Barney 2004 - 2005
Education
Suffolk University - Sawyer Business School 2003 — 2005
Universidad del Pacífico (PE) 1991 — 1997
Bank of America January 2014 - Present
Bank of America July 2008 - January 2014
Bank of America July 2008 - July 2009
CORNERSTONE REAL ESTATE ADVISERS, LLC May 2007 - May 2008
WEBSTER BANK/UNIVERSITY OF CONNECTICUT September 2006 - May 2007
BINGHAM McCUTCHEN, LLP Hartford October 2003 - October 2006
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Excel, Microsoft Office, Real Estate, Valuation, PowerPoint, Market Research, Underwriting, Data Analysis, Real Estate Finance, Investments, Asset Management, Mergers, Analysis, Credit, Real Estate Investment, Loans, Modern Dance, Ballet, Contemporary Dance, Jazz Dance, Dance Education, Pilates, Investment Properties, Treasury Management, Real Estate Economics, Management, Financial Risk, Finance
Education
The University of Connecticut School of Business 2006 — 2008
MBA, Finance/Real Estate
Suffolk University 2001 — 2005
BA, Communications
Bank of America 2010 - 2014
Bank of America 2007 - 2010
Various Positions 2005 - 2006
Johnson Controls 2001 - 2004
Skills
Accounting, Finance, Automation, Financial Modeling, Financial Analysis, Budgets, Forecasting, Strategic Financial..., Managerial Finance, Portfolio Management, Project Finance, Project Controls, Project Management, KPI Reports, KPI implementation, Process Improvement, Risk Management, Internal Controls, Financial Reporting, Cost Accounting, Consulting, Microsoft Excel, Microsoft Word, PowerPoint, Windows
Education
Suffolk University - Sawyer Business School
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Accounting and Finance
MA Department of Elementary and Secondary Education April 2015 - Present
Boston University July 2012 - April 2015
CareGroup, Inc. September 2008 - July 2012
Vitale, Caturano & Company December 2007 - August 2008
KPMG Advisory September 2005 - November 2007
Liberty Mutual April 2004 - August 2005
OneBeacon Insurance February 2001 - November 2003
Bank of America 2000 - 2000
Skills
Internal Audit, Internal Controls, IT Audit, Financial Analysis, Data Analysis, Financial Reporting, Business Process..., Corporate Finance, Risk Assessment, Sarbanes-Oxley, Banking, Management Consulting, Accounting, Financial Services
Education
Suffolk University - Sawyer Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
English Language School - Bulgaria
High School, English
Firstsource Solutions Limited August 2013 - Present
Louisville Metro Government December 2002 - June 2010
RadioShack 2002 - 2004
kentucky lottery 2000 - 2002
Bank of America 1996 - 2000
Skills
Procurement, Human Resources, Purchasing, Inventory Control, Customer Service, Strategic Planning, Team Building, Inventory Management, Leadership, Microsoft Office, Management, Microsoft Excel, Training, Government, PowerPoint, Public Speaking
Education
Sullivan University 2010 — 2011
Associate of Science (A.S.), Business Administration and Management, General
University of Louisville 1990 — 1996
Manulife Asset Management October 2014 - Present
Pioneer Investments February 2008 - October 2014
Bank of America June 2005 - February 2008
State Street Bank October 2004 - June 2005
State Street Bank June 2002 - October 2004
Skills
Mutual Funds, Financial Statements, Bonds, Fund Administration, Securities, Bloomberg, Fixed Income, Equities, Fund Accounting
Education
Suffolk University 1998 — 2003
Bachelor of Science (B.S.), Finance
Bank of America 2004 - Present
Fleet Bank 2001 - 2004
FleetBoston Financial 2000 - 2004
Education
Suffolk University
US Trust July 2007 - Present
Bank of America May 2005 - July 2007
Fleet Bank November 2002 - May 2005
Education
Suffolk University Law School 1988 — 1991
JD
Union College 1980 — 1984
BA, Economics
Worcester Academy 1978 — 1980
The Boston Company January 2009 - Present
TBCAM June 2007 - January 2009
Bank of America March 1988 - May 2007
RECOLL Management 2001 - 2006
Education
Suffolk University - Sawyer Business School
GRAD, MBA
Bank of America March 2007 - Present
Skills
Banking, Risk Management, Credit, Credit Cards, Loans, SharePoint, Microsoft Excel, Credit Analysis, Finance, Change Management, Financial Risk, Retail Banking
Education
Suffolk University - Sawyer Business School 2000 — 2002
MPA, Public Management and Policy
Bank of America May 2012 - Present
Bank of America October 2006 - May 2012
Bank of America July 2004 - October 2006
Skills
Sales Management, Business Strategy, Data Analysis, Project Management, Business Process...
Education
Suffolk University 1997 — 2001
MBA, Business Management
Santander Consumer USA Inc. March 2015 - Present
HP Enterprise Services May 2008 - Present
EDS, an HP Company February 2003 - February 2008
Bank of America September 1998 - February 2003
Skills
Data Center, HP, LAN-WAN, Troubleshooting, VPN, DHCP, Servers, DNS, Cisco Routers, ITIL, Microsoft Exchange, Cisco Nexus, Active Directory, Group Policy, System Administration, CiscoWorks, Analog Circuits, Data Circuits, IT Project..., Technical Leadership, Cisco Technologies, LAN Switching, Catalyst Switches, Structured Cabling, Copper Cabling, DS3, ISDN, T1s, Fiber Optic Cable, Switches, Routers, Networking, WAN, Information Technology, Technical Support, Service Delivery
Education
Mt. View College 2003 — 2004
Certification course, CCNA
Sul Ross State University 1991 — 1995
Associate's degree, Criminal Justice/Law Enforcement Administration
Bank of America August 2005 - Present
Education
Suffolk University - Sawyer Business School 1982 — 1986
Bachelor, Business Management
Bank of America June 2014 - Present
Skills
Spanish, Outlook, Event Planning, Customer Service, Leadership, Time Management, Management, Microsoft Excel, Teamwork, Online Advertising, PowerPoint, Digital Marketing, Microsoft Word, SPSS, Digital Media, DoubleClick, International Sales, Multimedia, Business Development, Sales Presentations, Managed Hosting, Language Development, Access, NCS, Deal Maker, Project Management, Advertising, Sales, Finance, Financial Analysis, Deal Execution
Education
Suffolk University 2005 — 2008
BSBA, Global Business and Marketing DBL Major; International Business - International Management Interna
Suffolk University - Sawyer Business School 2005 — 2008
BA, Global Business & Double Major Marketing
Fidelity Investments April 2012 - Present
Ameriprise Financial May 2010 - March 2012
Columbia Management June 2005 - March 2012
Bank of America 2005 - May 2010
MFS Investment Management 2004 - 2005
Deutsche Asset Management 1987 - 2004
Zurich Scudder Investments 1998 - 2002
Zurich Scudder Investments 1998 - 2002
Skills
Securities, Mutual Funds, FINRA, Hedge Funds, Alternative Investments, Securities Regulation, Investment Management, AML, Financial Regulation, Risk Management, Equities, Corporate Governance, Due Diligence, Financial Risk, Investment Advisers Act, Investment Company Act
Education
Suffolk University Law School 1991 — 1995
J.D., Finance, Law
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
Bachelor of Science (BS), Finance, General
University of New Hampshire 1982 — 1984
Economics
Bank of America March 2011 - Present
BD Biosciences February 2008 - March 2011
Greenough Communications 2006 - 2007
Skills
Marketing Communications, Marketing Strategy, Email Marketing, Corporate Communications, Social Media Marketing, Advertising, Integrated Marketing, Marketing, Public Relations, Online Marketing, CRM, Media Relations, Social Media, Market Research, Internal Communications, Strategy, Digital Marketing, Online Advertising, Strategic Communications, Product Marketing
Education
Suffolk University 2003 — 2007
Public Relations, Marketing Communications
Fidelity Investments November 2010 - Present
Bank of America Merrill Lynch January 2010 - October 2010
Bank of America October 1997 - September 2010
Fidelity Investments 1996 - 1998
U.S. Department of Labor 1993 - 1997
ADQ, Inc. 1985 - 1989
Skills
401k, Investments, Retirement, ERISA, Financial Services, Mutual Funds, Employee Benefits, Pensions, Securities, Risk Management, Series 7, Wealth Management, Asset Management, Portfolio Management
Education
Suffolk University Law School 1989 — 1991
J.D., Law
University of Rhode Island 1979 — 1983
BA, Psychology
Santander Sovereign Bank January 2013 - May 2014
Sovereign Bank March 2010 - January 2013
Bank of America July 2003 - March 2009
Fleet Financial 1995 - 2003
Shawmut Bank 1985 - 1995
Skills
Credit Cards, Retail Banking, Debit Cards, Banking, Loans, Cross Selling, Product Management, Customer Retention, Consumer Lending, Credit, Financial Services, Portfolio Management
Education
Suffolk University - Sawyer Business School
MBA, Business Administration
Bank of America February 2012 - Present
JPMorgan Chase March 2007 - February 2012
JPMorgan Chase May 2007 - February 2008
Countrywide Home Loans May 2005 - May 2007
Skills
Vendor Management, Process Improvement, Risk Management, Loss Mitigation, Management, Analysis, Strategy, Mortgage Lending, Financial Risk, Bankruptcy, Foreclosures, Default, Project Management
Education
Sul Ross State University 2007 — 2008
Master of Science, Professional Studies: Criminal Justice
University of North Texas 2003 — 2006
Bachelor of Applied Science (BASc), Criminal Justice
Aflac June 2015 - Present
Rockland Federal Credit Union November 2014 - March 2015
Rockland Trust April 2009 - September 2014
Bank of America January 2000 - March 2009
BankBoston January 1995 - December 1999
Bank of Boston January 1994 - December 1994
Multibank Service Center, a division of Multibank Financial January 1988 - December 1993
Skills
Loans, Banking, Retail Banking, Financial Services, Relationship Management, Loan Origination, Consumer Lending, Credit, Commercial Lending, Risk Management, Commercial Banking, Marketing, Sales, Credit Analysis, Financial Analysis, Underwriting, Business Development, Cash Management, Portfolio Management, Leadership, Mortgage Lending, Enrollment Management, Finance, Investments, Student Financial Aid, Strategic Financial..., Small Business, Customer Retention, Financial Modeling, Admissions, Retirement Planning, Call Centers, Insurance, Retaining Customers, Executive Management, Training, Coaching, Career Development, Leadership Development, Time Management, Process Improvement, Analysis, Strategy, Management, Customer Service
Education
Suffolk University - Sawyer School of Management 1976 — 1979
Bachelor's Degree, Management, 3.5
Westfield State College 1974 — 1976
Associate (2 years), Music, 3.75
Hingham HS
Hingham HS
Hingham HS
Bank of America July 2010 - Present
Wells Fargo October 2009 - July 2010
Wachovia, A Wells Fargo Company February 2007 - June 2008
Wachovia, A Wells Fargo Company May 2003 - November 2006
Fleet Bank June 2000 - May 2003
Skills
Banking, Credit, Cash Management, Loans, Accounting, Accounts Receivable, Management, Payments, General Ledger, Mergers, Consumer Lending, Small Business Lending, Commercial Lending, Lines Of Credit, Credit Analysis, Commercial Banking, Strategic Planning, Loan Origination, Mortgage Lending, Mortgage Banking
Education
Suffolk University - Sawyer Business School 1998 — 2000
MBA, Management
University of Scranton 1994 — 1998
BS, Management
Merrill Lynch April 2014 - Present
Capitol Securities June 2010 - March 2014
Bank of America December 2009 - June 2010
Wachovia Securities/AG Edwards February 2008 - July 2009
AG Edwards December 2004 - February 2008
Deutsche Bank Securities August 1995 - April 2004
Alex. Brown & Sons May 1993 - August 1995
Skills
Investments, Customer Relations, Microsoft Office, Customer Service, Management
Education
SUFFOLK UNIVERSITY 1989 — 1992
Bachelor of Science, Journalism
Suffolk University 1989 — 1992
Bachelor of Science, Journalism
Columbia Management Investment Advisers, LLC November 2013 - Present
Columbia Management Investment Advisers, LLC May 2010 - October 2013
Bank of America July 2005 - May 2010
Deutsche Asset Management April 1999 - July 2005
Fidelity Investments September 1998 - April 1999
BNY Mellon January 1996 - August 1998
BNY Mellon July 1993 - December 1995
BNY Mellon September 1987 - June 1993
Skills
Mutual Funds, Asset Managment, Corporate Governance, Due Diligence, Alternative Investments, Investments, Securities Regulation, Operational Risk..., Financial Services
Education
Suffolk University Law School 1990 — 1994
Doctor of Law (J.D.), cum laude, Law
Wellesley College 1983 — 1987
Bachelor of Arts (B.A.), History
Bank of America January 2010 - Present
Bank of America 2008 - January 2010
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Fleet Bank 2003 - 2004
Fleet Bank 2000 - 2003
Education
Suffolk University - Sawyer Business School 1999 — 2001
MBA, Finance
University of New Hampshire 1986 — 1990
BA, Criminal Justice
University of New Hampshire 1986 — 1990
Bank of America July 2010 - Present
Bank of America 2005 - 2008
Bank of America 2002 - 2005
RHI Management Resources 2001 - 2002
First Data Investor Services Group 1997 - 2000
Liberty Financial Companies 1983 - 1996
Coopers & Lybrand 1980 - 1983
Education
Suffolk University 1975 — 1979
BS, Accounting & Finance
J.P. Morgan 2013 - Present
Credit Suisse March 2009 - August 2013
Bank of America 2006 - 2009
Skills
Wealth Management, Private Banking, Wealth Management..., Equities, Fixed Income, Investments, Portfolio Management, Asset Management, Alternative Investments, Capital Markets, Securities, Asset Allocation, Investment Banking, Strategic Financial..., Banking, Investment Advisory, Finance
Education
Suffolk University
BSBA
Bank Of America January 2003 - December 2008
Fleet Bank /Bank of America 1971 - 2008
Fleet Financial Group 1995 - 2005
Shawmut Bank June 1971 - June 1995
Skills
Internal Controls, Risk Management, Audit, Banking, Internal Audit, Compliance, Strategy, Six Sigma, Operations Management, Auditing, Management, Retail Banking, Cash Management, Commercial Banking, Financial Analysis, Financial Services
Education
Suffolk University - Sawyer Business School 1967 — 1971
BSBA, Management
Public Consulting Group October 2012 - Present
BNY Mellon October 2009 - September 2012
Eastern Bank July 2007 - October 2009
U.S. Coast Guard November 2008 - May 2009
Charles Street Family Chiropractic September 2008 - January 2009
Bank of America June 2006 - December 2007
Skills
Tax, Financial Reporting, Financial Accounting, Banking, Inventory Management, Accurate Record Keeping, Loans, Commercial Banking, Retail Banking, Credit, Credit Analysis, Cash Management, Retail, Accounts Receivable, Accounts Payable, Microsoft Office, Photoshop, Dreamweaver, Flash, Oracle Financial, QuickBooks
Education
Suffolk University 2005 — 2009
Bachelor of Science (BS), Accounting
Cambridge Savings Bank June 2012 - Present
Bank of America May 2006 - October 2010
Bank of America June 2005 - May 2006
Skills
Customer Satisfaction, Customer Service, Training, CRM, Banking, Financial Analysis, Sales, Coaching, Financial Services, Investments, Accounting, Time Management, Finance, Microsoft Office, Loans, Credit
Education
Suffolk University - Sawyer Business School 2007 — 2011
bachelors, interdisciplinary business
Sawyer School of
Bachelor of, Business Studies
Suffolk University
Bachelor of Science, Interdisciplinary Business studies
BNY Mellon April 2011 - Present
BNY Mellon February 2010 - April 2011
Bank of America October 2006 - November 2008
Bank of America August 2004 - October 2006
Fleet Bank September 1995 - August 2004
Fleet Bank January 1995 - January 2004
Skills
Client Services, Compliance, Employee Relations, Financial Risk, Financial Services, Training, Process Improvement, Analysis
Education
Suffolk University 1980 — 1983
Sociology
Charlestown High School
High School Diploma
Sullivan and Cogliano Training Centers, Inc. May 2013 - December 2013
Bank of America October 2005 - January 2013
Harvard University September 2003 - August 2005
Education
Sullivan and Cogliano Training Center 2013 — 2013
Certificate Microsoft Office Specialist, microsoft office specialist, 3.93
Lesley Univesity 1989 — 1997
Master of Arts, Holistic Studies
University of Massachusetts Boston 1978 — 1983
Bachelor's Degree, Fine/Studio Arts, General, 2.87
Self September 2011 - Present
Kindred Healthcare December 2004 - April 2011
Randstad August 2004 - December 2004
Genscape, Inc August 2003 - May 2004
Bank of America September 1999 - May 2003
Bank of America January 1999 - September 1999
Bank of America March 1988 - January 1999
Skills
Event Management, Accounts Payable, Software Documentation, Auditing, System Administration, Access, Administration, Budgets, Cross-functional Team..., Data Entry, Government, Leadership, Microsoft Office, Microsoft Word, Newsletters, Nonprofits, Outlook, PowerPoint, Project Management, Supervisory Skills, Team Building, Teamwork, Time Management, Training, Troubleshooting, Community Outreach, Editing, Employee Relations, Policy, Social Networking, Team Leadership, Volunteer Management
Education
Sullivan University 2011 — 2014
Master's degree (In process), Conflict Resolutution
Western Kentucky University 1980 — 1985
BA, Public Relations
Rapid7 September 2014 - Present
Bank of America November 2010 - August 2014
State Street June 2008 - November 2010
Putnam Investments September 2006 - May 2008
Wyeth Biotech (Currently Pfizer) June 2006 - August 2007
Skills
Fund Administration, Financial Accounting, Financial Reporting, Financial Statements, Financial Analysis, Pricing, Pricing Analysis, Valuation, Budget Forecasts, Budget Reconciliation, Portfolio Performance..., Performance Analysis, SOX Compliancy, Compliance, Mutual Funds, Money Market Funds, Finance, Accounting, Management, Customer Service, Inventory Management, Bloomberg, Microsoft Excel, Microsoft Office, Charles River IMS, Fund Services, SharePoint
Education
Suffolk University 2013 — 2015
Master of Science (MS), Accounting
University of Massachusetts at Lowell 2004 — 2008
Bachelor of Science (BS), Finance and Management
Central Catholic High School 2000 — 2004
Bank of America September 2015 - Present
CENTURY 21® October 2007 - May 2015
Tupelota.com CA October 2008 - December 2013
Skills
Estrategia de..., Negotiation, Marketing, Real Estate, Marketing Strategy, Strategic Planning, Investment Properties, Social Media, New Business Development, Project Planning, Real Estate Transactions, Liderazgo, Comunicaciones..., Investment Banking, Banking
Education
UMass Boston 2005 — 2015
Bachelor of Fine Arts (BFA), Finanzas, general
Suffolk University 2002 — 2004
Liceo Los Arcos 1989 — 2000
Phoenix Landing July 2009 - Present
SGH Real Estate March 2010 - May 2011
Bank of America August 2009 - March 2010
Boston Sports Clubs May 2008 - August 2009
Hennes & Mauritz (H&M) May 2005 - July 2007
Skills
Customer Service, Microsoft Office 2007, Microsoft Office, Mac OS X, Sales Management, Outlook, Word, PowerPoint, Excel
Education
Suffolk University 2000 — 2004
Bachelors of Science, Psychogloy
Suffolk University 2000 — 2004
BS, Social Organizational Psychology
BDO USA, LLP November 2012 - June 2015
Bank of America June 2011 - June 2012
Bank of America February 2008 - June 2012
Daley and Associates June 2011 - September 2011
Skills
Financial Accounting, Internal Audit, Financial Analysis, Forecasting, Performance Analysis, Assurance, Analytics, Trend Analysis, Auditing, Account Reconciliation, General Ledger, Financial Modeling, Financial Statements, Finance, Internal Controls
Education
Suffolk University 2008 — 2012
BSBA, Accounting and Business Management
RBS Citizens N.A. February 2013 - Present
Wolf & Company, P.C. March 2012 - January 2013
RBS Citizens N.A. October 2008 - March 2012
Bank of America September 2007 - June 2008
Cambridge Savings Bank June 2004 - June 2005
RBS Citizens N.A. November 2001 - June 2004
MFS Investment Management February 1999 - June 2001
Education
Suffolk University Law School 2006 — 2010
J.D., LAW
Suffolk University - Sawyer Business School 2001 — 2003
M.B.A., FINANCE CONCENTRATION
University of Massachusetts, Amherst 1992 — 1996
B.A., COMMUNICATIONS
Bank of America August 2011 - Present
State Street Corporation 2007 - 2010
Investors Bank & Trust 2002 - 2007
Tucker Anthony 1995 - 2002
Skills
Dedicated to meeting..., Decision Making and..., Process Improvement, Regulatory Analysis, Familiar with..., Financial Services, Financial Risk, Analysis, Banking
Education
American Institute for Paralegal Studies 1984 — 1985
Certificate, Law
Suffolk University 1978 — 1982
Bachelor of Arts, Political Science, minor in Spanish
Bank of America May 2009 - Present
Skills
Banking, Retail Banking
Education
Suffolk University 2007 — 2011
Bachelor of Science (B.S.), Paralegal Studies
Quincy Geneva Housing Corporation 2013 - Present
Aflac December 2012 - Present
Berea SDA Church 2001 - 2015
BOA April 2009 - May 2011
Bank of America June 2006 - April 2009
Bank Of America May 2005 - June 2006
Codman Square Neighborhood Development Corporation 1999 - 2004
Skills
Financial Analysis, Coaching, Leadership, Customer Service, Team Building, Customer Satisfaction, Training, Outlook, Strategy, Leadership Development, Microsoft Office, Strategic Planning, Budgets, Sales, Organizational..., Risk Management, Banking, Analysis, Management, Team Leadership, Insurance, Process Improvement, Program Management, Business Analysis, Vendor Management, Microsoft Excel, Change Management, Employee Benefits, Negotiation, Credit, Sales Management, Business Planning, Account Management, Small Business, Operations Management, Recruiting
Education
Suffolk University 1999 — 2001
Bachelors, Management
Suffolk University - Sawyer School of Management
Bachelor's degree, Business Administration and Management, General
Suffolk University - Sawyer School of Management
MetLife Home Loans June 2011 - Present
Bank of America October 2009 - June 2011
Taylor, Bean & Whitaker October 2007 - August 2009
Education
Suffolk University
Bank of America April 2015 - Present
Skills
Customer Service, Event Management, Microsoft Word, Microsoft Office, Visual Merchandising, Time Management, Master Scheduling, Process Management, Customer Satisfaction, Outlook, Training, Process Scheduler, Data Entry, Inventory Management, Inventory Control, Telephone Skills, Microsoft Excel
Education
Suffolk University 1998 — 2002
Bachelor of Science (B.S.), Paralegal Studies
Bank of America November 2011 - Present
Bank of America July 2010 - October 2011
Bank of America March 2009 - June 2010
Bank of America January 2007 - February 2009
Bank of America September 2003 - December 2006
Citizens Bank January 2002 - September 2003
Fleet Bank September 2000 - January 2002
Fleet Bank October 1998 - August 2000
BankBoston, Direct Federal Credit Union, BayBank February 1984 - September 1998
Skills
Sales Management, Rewards Programs, Business Analysis, Sales Execution, Project Management, Associate Development
Education
Suffolk University 1988 — 1993
MBA
University of Massachusetts at Lowell 1979 — 1983
BS, Criminal Justice
Bank of America September 1990 - December 2011
Bank of America September 1990 - December 2011
Cape Cod Lathering & Plastering, Inc April 1979 - May 1980
Cape Cod Lathering & Plastering, Inc March 1978 - March 1979
Robert B Selig CPA September 1978 - February 1979
Skills
Customer Service, Accounting, Payroll, Troubleshooting, Training, Microsoft Office, Microsoft Excel
Education
Sullivan and Cogliano Training Center 2012 — 2012
MicoSoft Suite QuickBooks
Bank of America 2009 - Present
Bank of America 2004 - 2009
Bank of America - FleetBoston 1999 - 2004
Bank of America - BankBoston 1996 - 1999
Bank of America - BayBank 1992 - 1996
Wells Fargo 1984 - 1988
Unisys 1983 - 1984
Raytheon 1979 - 1983
Skills
Forecasting, Financial Analysis, Financial Reporting, Budget Development
Education
Suffolk University - Sawyer School of Management 1980 — 1984
Master of Business Administration (MBA), Finance and Management Information Systems
University of Massachusetts, Amherst 1972 — 1977
Bachelor of Arts (B.A.), Classical Studies
Bank of America May 2000 - Present
Bank of America February 2008 - March 2011
Skills
Credit, Loans, Banking, Commercial Lending, Commercial Banking, FHA, Relationship Management, Finance, Leadership, Risk Management, Training
Education
Suffolk University Law School 1996 — 1999
Doctor of Law (J.D.)- Cum Laude
Bank of America 1980 - 2013
Skills
Microsoft Excel, Strategic Planning, Credit, Microsoft Office, Commercial Banking, Customer Service, Consumer Lending, Retail Banking, Banking, Loans, Analysis
Education
Suffolk University 1978 — 1983
Bachelor's degree, English/Journalism
Boston College High School 1975 — 1978
TIAA-CREF December 2013 - Present
Citizens Bank February 2013 - December 2013
Salem Five Investments/LPL 2009 - 2013
Bank of America 2002 - 2009
Education
Suffolk University 2006 — 2007
Certificate in Financial Planning
University of South Carolina-Columbia 1996 — 2000
Management and Marketing
Massachusetts School Building Authority November 2004 - Present
Bank of America August 2000 - September 2004
Skills
Legal Documents, Administrative...
Education
Suffolk University
Bachelor of Science (BS), Paralegal Studies
Bank of America
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Sullivan County Community College 1987 — 1989
Associate's degree, Business Administration, Management and Operations
Bank of America September 2014 - Present
Bank of America February 2010 - September 2014
Bank of America March 2007 - February 2010
Education
Suffolk University 1993 — 1996
BSBA, Marketing
University of Rhode Island