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
Citi Habitats 2013 - Present
A QualitieZ - Products & Services June 2012 - Present
Bank of America May 2011 - Present
New York Republican Committee January 2011 - Present
Universal Music September 2010 - December 2010
El Mas Alla Corp., Home Products June 2008 - January 2010
Skills
Excel, Access, Accounting, Research, Outlook, Sales, Time Management
Education
Baruch College 2010 — 2012
B.A., Finance
Kingsborough Community College 2008 — 2009
Degree: Associates, Business
Capify November 2012 - Present
Capify November 2011 - November 2012
Bank of America November 2010 - November 2011
National Income Life Insurance Company May 2010 - November 2010
Skills
Microsoft Office, Lotus Notes, Microsoft Excel, Credit, Sales, Banking, Loans, Analysis, Financial Analysis, Finance, Risk Management, Customer Service, Funding
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Bank of America
Skills
Credit, Credit Analysis, Loans, Banking, FHA, Portfolio Management, Residential Mortgages, Refinance, Customer Service, First Time Home Buyers, Loan Origination, Mortgage Lending
Education
Baruch College, City University of New York (CUNY)
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Merrill Edge January 2015 - Present
Merrill Lynch November 2013 - December 2014
Bank of America November 2010 - November 2013
Skills
Customer Service, Investments, Series 7, Mutual Funds, Series 63, Financial Services
Education
Baruch College, City University of New York (CUNY)
Bank of America March 2008 - Present
Skills
Communication, Organization, Creativity, Team Leadership, Work Ethic, Intelligence, Networking, Oral, Manual Dexterity, Experimentation, Analysis, Flexibility, Sex Therapy, Grace Under Pressure, Professional Experience, People Skills, Fitness
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor's degree, Law
Trinity Lutheran school 2003 — 2007
high school deploma, General Studies
Time Warner Cable December 2010 - Present
Bank of America December 2006 - January 2009
Commerce Bank February 2006 - December 2006
Best Buy August 2003 - February 2006
Skills
Customer Satisfaction, Microsoft Office, Salesforce.com, Customer Service, Sales
Education
Baruch College 2002 — 2004
Marketing
Capital One Bank November 2014 - Present
Bank of America April 2013 - November 2014
Bank of America July 2012 - March 2013
Bank of America May 2011 - March 2012
Staples August 2007 - May 2011
Skills
Proficient in MS Word,..., Excellent communication..., Strong leadership..., Cash Management, Banking, Outlook, Access, Customer Service, Microsoft Excel, Strong attention to..., Human Resources, Management, PowerPoint, Microsoft Word, Time Management, Training, Leadership
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Psychology
Borough of Manhattan Community College 2006 — 2008
Accounting
Bank of America June 2010 - Present
EXL Service January 2010 - June 2010
Friedman LLP September 2008 - April 2009
Deloitte & Touche July 2005 - September 2008
Skills
Auditing, Internal Controls, Securities Regulation, US GAAP, Accounting, Financial Reporting, Internal Audit, External Audit, Financial Analysis, SEC filings, Financial Accounting, Corporate Finance, FINRA, Compliance, AML, CMBS, Sarbanes-Oxley, Series 7, Banking, GAAP, Tax
Education
Baruch College 2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Bank of America January 2015 - Present
AT&T Stadium (COWBOYS) December 2014 - Present
Solix Inc. March 2014 - October 2014
Ted Smith Law Group PLLC June 2013 - December 2013
Mendes & Mount LLP January 2006 - February 2011
Mendes & Mount LLP January 2006 - February 2011
Kelley Drye & Warren LLP November 2002 - December 2005
KELLEY DRYE November 2002 - December 2005
COUNSEL PRESS, LLC July 1996 - September 2002
BOWER & GARDNER May 1990 - June 1996
Skills
Westlaw, Courts, Lexis, Depositions, Appeals, PACER, Motions, Filing, Proofreading, Management, Document Preparation, Briefs, Legal Research, Legal Writing, Litigation, Medical Records, Trials, Civil Litigation, Document Review, Legal Assistance
Education
Baruch College 2006 — 2007
Certificate, Paralegal Studies
George Westinghouse Voc & Tech H.S. 1978 — 1982
Diploma, All Major Subject + Watch Repair
Wells Fargo Home Mortgage February 2013 - Present
Wells Fargo Home Mortgage December 2006 - January 2013
Bank of America February 1993 - November 2006
Skills
Mortgage Banking, Change Management, Operations Management, Leadership, Banking, Loan Origination, Mortgage Lending, Refinance, Investment Properties, Real Estate, Condos, Foreclosures, Program Management, Training, Residential Homes, Short Sales, Selling, Single Family Homes, Listings, Finance, Property, Commercial Real Estate, Sales, Residential Mortgages, First Time Home Buyers, Mortgage Underwriting, Underwriting, Investments, Loans, FHA, Credit, Credit Analysis, FHA Financing
Education
University of California, Los Angeles 2010 — 2010
The John E. Anderson Graduate School of Management, Latino Leaders Program
City University of New York-Baruch College 1979 — 1983
BS, international marketing, National Dean's List 1982, 1983
Queens College 1979 — 1981
bs, liberal arts
Allen Tate Realtors January 2014 - Present
Bank of America September 2012 - December 2013
Wells Fargo Advisors September 2011 - September 2012
BNY Mellon April 2004 - July 2007
Skills
First Time Home Buyers, Investment Properties, Short Sales, Buyer Representation, Real Estate, Mortgage Lending, Sellers, Real Estate Transactions, Foreclosures
Education
City University of New York-Baruch College 2000 — 2006
Bachelor’s Degree, Concentration in Accountancy & Minor in English Literature
Bank of America December 2014 - Present
SunTrust Bank July 2012 - November 2014
J.P. Morgan June 2010 - July 2012
PRISM GEM, LLC October 2009 - June 2010
The Falconwood Corporation September 2008 - September 2009
SRG America July 2008 - September 2008
Baruch College - Marketing and International Business Department July 2007 - September 2008
ABN AMRO Bank N.V. February 2004 - July 2005
Skills
Internal Audit, Internal Controls, Financial Analysis, Accounting, Financial Modeling, Economic Research, Reconciliation, Financial Reporting, Investment Banking, Excel, Risk Management, PowerPoint, Access, Data Analysis, Forecasting, Budgeting, SOX, Microsoft Excel, Account Reconciliation, Visio, Budgets, Finance, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
University of Mumbai 2005 — 2007
Masters Degree, Business Management
University of Mumbai 2001 — 2004
Bachelors Degree, Accounting & Auditing
Bank of America November 2012 - Present
Wells Fargo 1995 - 2010
Wells Fargo Financial December 1995 - June 2003
Skills
Credit, Loans, Mortgage Lending, Mortgage Banking, Banking, FHA, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Credit Analysis, Mortgage Underwriting, Loss Mitigation, Sales, Investment Properties
Education
City University of New York-Baruch College 2002 — 2005
Bachelor of Science (BS), Political Science and Government
Elmsford Police Dept March 1995 - Present
Bank of America March 2005 - September 2012
Washington Mutual Bank February 2002 - March 2005
DaimlerChrysler May 1995 - February 2002
Skills
Crime Prevention, Patrol, Firearms, Police Training, Banking, Coaching, CRM, Enforcement, Criminal Investigations, Finance, Leadership, Financial Analysis, Loans, Management, Mortgage Lending, Police, Risk Management, Training, Credit, Portfolio Management, Credit Analysis, Customer Service
Education
Baruch College
Business Administration and Management, General
Herber H Lehman College
Business Administration and Management, General
Wells Fargo November 2012 - Present
Quiet Events June 2012 - Present
Random Events LLC March 2009 - October 2014
Nomura Securities December 2009 - November 2012
Bank of America June 2009 - November 2009
Merrill Lynch January 2009 - June 2009
Barclays Capital August 2008 - November 2008
Lehman Brothers March 2002 - November 2008
Price Waterhouse Coopers June 1999 - March 2002
Skills
Event Management, Event Planning, Social Networking, Contract Negotiations, Vendor Management, Blackberry, Telecommunications, Expense Management, Fundraising, iPhone, Android, Project Management, Operating Systems, Mobile Applications, Leadership, Market Data, Contract Negotiation, Management, Entrepreneurship, Product Management, Mobile Devices, Strategic Partnerships, Team Building, Start-ups, Trading Systems, Networking, Wireless, Negotiation, Technical Support, System Administration, Business Development, Strategy, Program Management, Product Marketing, Mobile Technology, Infrastructure, Strategic Planning, Project Planning, Analytics, Messaging, Integration, Team Leadership, CRM, iOS, Mobile Communications, Testing, Salesforce.com, Executive Management, Team Management, Blackberry Enterprise...
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, CIS
Art & Design High School 1993 — 1997
High school diploma, Architecture
Bank of America November 2014 - Present
Bank of America June 2010 - Present
United Chinese Language Association (UCLA), Baruch College September 2008 - Present
Navigator Capital Partners, LP November 2010 - May 2011
Dish Lounge September 2007 - November 2010
Skills
Sales, People Skills, Communication, Logo Design, Social Networking, Credit, Customer Service, Financial Analysis, Management, Risk Management, Leadership, Loans
Education
Baruch College Zicklin School of Business New 2014 — 2021
Bachelor, Business Administration; Finance and Investment
City University of New York-Baruch College 2007 — 2011
Bachelor's degree, Finance and Investment
Bank of America March 2010 - Present
Dime Savings Bank of Williamsburgh March 2009 - February 2010
Dime Savings Bank of Williamsburgh July 2008 - March 2009
Dime Savings Bank of Williamsburgh September 2007 - June 2008
Dime Savings Bank of Williamsburgh July 2006 - September 2007
Skills
Retail Banking, Management, Business Development, Risk Management
Education
Baruch College 2011 — 2016
Currently Enrolled
Bank of America August 2015 - Present
Bank of America May 2014 - Present
Bank of America October 2013 - May 2014
Goldman Sachs April 2006 - October 2013
JPMorgan Chase 1998 - 2006
Skills
Talent Management, Talent Acquisition, Recruiting, Human Resources, Strategy, Leadership, Management, Personnel Management, Program Management, Team Management, Hiring, Sales, Marketing
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Finance
University of Michigan - Stephen M. Ross School of Business
MBA, Marketing
Bank of America August 2011 - Present
Morgan Stanley November 2004 - July 2011
Protiviti 2003 - 2004
BNY Mellon 2001 - 2003
KPMG US 1996 - 2001
Skills
Risk Management, Risk Governance, Risk Assessment, Risk Monitoring, Risk Models, Operational Oversight, Operational Efficiency, Internal Audit, SOX 404, Management, Operational Risk..., Enterprise Risk..., Auditing, Financial Risk, Operational Risk, Banking, Financial Analysis, IT Audit, Sarbanes-Oxley Act, Basel II, Reg W 23A&B
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2009
EMBA, Business Administration
JPMorgan Chase September 2008 - Present
JPMorgan Chase May 2007 - September 2008
Bank of America January 2007 - May 2007
Bank of America January 2006 - January 2007
Education
Baruch College
Master of Business Administration (MBA), Finance, General
University of Bradford
Bachelor of Science (B.Sc.), Engineering
Convergex September 2015 - Present
Office of the New York City Comptroller June 2015 - August 2015
Port Authority of NY & NJ February 2015 - May 2015
Baruch College December 2014 - February 2015
Bank of America July 2013 - June 2014
Stevens Institute of Technology August 2011 - May 2013
Hand Enterprise Solutions (Singapore) PTE LTD December 2012 - January 2013
Stevens Institute of Technology May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, QuickBooks, Internal Audit, Auditing, PowerPoint, Access, Customer Service, Financial Accounting, Accounting, FX Options, Options, Financial Risk..., Marketing Research, SAP, Options Strategies, Option Pricing Models, Option Valuation, Customer Satisfaction, ETFs, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's Degree, Accounting, First Semester
Stevens Institute of Technology 2010 — 2013
Bachelor's Degree, Business and Technology, 3.6/4.0
Beijing Institute of Technology 2008 — 2010
Bachelor's Degree, International Economics
F.W. Webb Company June 2014 - Present
Bank of America July 2013 - April 2014
Air National Guard February 2008 - February 2014
Merrill Lynch May 2012 - August 2012
Skills
Microsoft Excel, Military Experience, Military Aviation, Financial Modeling, Retail Banking, Financial Accounting, Sales, Microsoft Office, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2013
Bachelor of Science (B.S.), Finance
SUNY Orange 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Financial Industry Regulatory Authority (FINRA) September 2014 - Present
Grant Thornton LLP June 2014 - August 2014
PVH February 2014 - May 2014
Bank of America June 2013 - August 2013
US Securities and Exchange Commission March 2012 - May 2013
Watching America October 2011 - November 2012
BELL & COMPANY LLP January 2011 - February 2012
Mount Sinai Medical Center October 2008 - May 2009
Skills
Microsoft Excel, Accounting, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Analysis, English, QuickBooks, Financial Reporting, Spreadsheets, Financial Accounting, Financial Analysis, Access, Auditing, Teamwork, Finance, Data Analysis, Account Reconciliation, Accounts Receivable
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Accounting
City University of New York-Baruch College 2010 — 2015
Bachelor of Business Administration, Accounting
Bank of America September 2014 - Present
Bank of America February 2014 - September 2014
Bank of America September 2012 - February 2014
Bank of America June 2010 - September 2012
Bank of America September 2007 - May 2008
Bank of America February 2005 - September 2007
Home Instruction for Preschool Youngsters (HIPPY) USA, Inc. June 2000 - February 2005
Education Development Center, Inc January 1995 - January 2000
Prudential Securities, Inc January 1992 - January 1995
Macy's January 1991 - January 1992
Skills
Program Management, Coaching, Team Building, Public Speaking, Employee Training, New Business Development, Strategy, Management, Leadership Development, Process Improvement, Risk Management, Change Management, Team Leadership, Leadership, Training, Operations Management, Banking, Financial Analysis, Policy, Project Management, Budgets, Customer Service, Time Management, Onboarding, Performance Management, Human Resources, Customer Experience, Marketing Strategy, Sales, CRM
Education
City University of New York-Baruch College 1985 — 1991
B.B.A, Business Administration
Bank of America May 2014 - Present
Société Générale August 2011 - August 2014
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Budgets, Public Speaking, Teaching, Windows, Photoshop, English, Financial Analysis, Strategic Planning, Accounting
Education
Harvard Business School 2014 — 2016
Master's Degree, Accounting, 5.0+++
New York University 2010 — 2016
Master's Degree, Accounting and Business/Management, 4.0++
Baruch College, City University of New York (CUNY) 2011 — 2014
Bachelor's Degree, Accounting and Computer Science, 3.5+ GPA
Hunter College 2011 — 2014
Bachelor's degree, Accounting and Finance
Bank of America January 2011 - Present
Aflac May 2010 - January 2011
Starbucks Coffee Company 2009 - 2010
The Olde Post Grille 2008 - 2009
The Red Barn Restaurant 2006 - 2008
The Meeting Place Restaurant 2005 - 2006
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Entrepreneur Studies
City University of New York-John Jay College of Criminal Justice 2007 — 2008
Criminal Justice
S&P Capital IQ January 2015 - Present
S&P Capital IQ July 2013 - December 2014
Bank of America June 2011 - June 2013
Starbucks May 2010 - May 2011
Aflac May 2010 - December 2010
Skills
Excellent Leadership, Admirable Work Ethic, Foward Thinker, Business Development, Customer Service, Leadership, Banking, Strategy, Entrepreneurship, Ethics, Microsoft Excel, Accounting, Microsoft Office, Human Resources, Risk Management, Sales
Education
Baruch College 2007 — 2012
BBA, Entrepreneurship
TD Bank Group December 2006 - Present
Bank of America January 1987 - December 2006
Skills
Mortgage Lending, Lines Of Credit
Education
Baruch College 1977 — 1981
BBA, Finance
Long Island Business Institute 2012 - Present
IUG Business Solutions July 2010 - Present
KPMG LLP October 2006 - June 2008
Bear Stearns March 2002 - October 2006
Sysallies March 2002 - March 2004
Bank of America July 2001 - March 2002
JP Morgan July 1999 - March 2002
Bear Stearns August 1994 - July 1999
Skills
Investment Banking, Financial Modeling, Equities, Project Management, Derivatives, Business Process..., Fixed Income, Valuation, Corporate Finance, Financial Markets, Financial Analysis, Leadership, Analysis, Capital Markets, Finance, Banking, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
EMBA, Business Administration and Management, General
Binghamton University 1990 — 1994
Management, Finance
National Oilwell Varco September 2014 - Present
National Oilwell Varco July 2013 - August 2014
Bank of America October 2012 - June 2013
New York Life Insurance Company October 2011 - May 2012
ReMax Metro July 2011 - September 2011
Bank of America November 2008 - July 2010
Skills
Project Planning, Budgeting & Forecasting, Primavera P6, Oracle, Microsoft Excel, Microsoft Word, Microsoft Project, Leadership, Microsoft Office, PowerPoint, Drilling, Outlook, Public Speaking, Financial Analysis, Finance, Access, Customer Service, Research, Windows, Photoshop, Teaching, Retail Banking, Technical Documentation, Website Development, Website Building, First Aid Certified
Education
Baruch College 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Investment, 3.5
Borough of Manhattan Community College 2007 — 2008
Associate's degree, Business Administration, 3.9
Pollack November 2013 - January 2015
Bank of America June 2011 - October 2013
Gym Equipment Repairs Inc. January 2011 - August 2013
Gym Door Repairs Inc. September 2002 - January 2011
Skills
Accounting, Internal Audit, Auditing, Tax Preparation, Financial Analysis, Financial Reporting, Management, Account Reconciliation, Internal Controls, Banking, Branch Banking, Account Management, Accounts Receivable, Accounts Payable, Cost Accounting, DacEasy, PDF Creator, QuickBooks, Microsoft Excel, PowerPoint, DAC, Unit Costing, Access, Inventory Management, Cost Variance Analysis, Cost Reporting, Invoicing, Invoice Processing, Financial Accounting, Payroll, Credit Card Transaction...
Education
City University of New York-Baruch College 2007 — 2011
BBA, Accounting, Law & Policy, 3.31/4.00
Bank of America June 2012 - Present
Interwoven August 2007 - February 2009
Conquest Marketing & Consulting 2001 - 2006
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance, Management
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA, Finance, Computer Info Sys
BNY Mellon September 2007 - Present
GL Settle Inc. 2005 - 2007
OASIS Inc. 1999 - 2005
Objective Software Services, Inc. 1992 - 1999
Bank of America 1988 - 1992
Security Pacific Software Services Inc. 1988 - 1991
Systems Strategies Inc. 1977 - 1984
Skills
Software Project..., SQL, Requirements Analysis, SDLC, Business Analysis, IT Strategy, Agile Methodologies, Sybase, Unix, Enterprise Architecture, Market Data, Oracle, SOA, Trading Systems, Software Development, Vendor Management, Requirements Gathering, Quality Assurance, PMO, Visio, Agile Project Management, IT Management, Back Office, Business Requirements, PMP, Integration, SharePoint, User Acceptance Testing, Collateral Management, Project Portfolio..., Business Intelligence
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
MS, Computer Information Systems
Stony Brook University 1972 — 1976
BA, Economics / Math
Partners HealthCare July 2013 - Present
Sierra Vista Group June 2010 - July 2013
Meradia Group, Inc. February 2010 - May 2010
Fidelity Investments November 2009 - January 2010
Bank of America May 2003 - February 2009
Bank of America January 2008 - January 2009
Bank of America January 2007 - December 2007
Bank of America January 2006 - December 2006
Bank of America January 2005 - November 2005
Fleet Bank May 2003 - December 2004
Skills
Performance Management, Business Process Design, Workshop Facilitation, SDLC, Project Portfolio..., Vendor Management, Process Improvement, Program Management, Change Management, Requirements Analysis, IT Strategy, Requirements Gathering, Software Project..., Agile Methodologies, Enterprise Architecture, Management, Software Development, Project Management, Cross-functional Team..., CRM, Visio, Risk Management, Software Documentation, Strategy, Resource Management, Six Sigma, Business Analysis, Integration, Leadership, Consulting, Enterprise Software, Financial Services
Education
City University of New York-Baruch College
South Bronx United March 2014 - Present
Geller & Company May 2014 - August 2014
Forte Capital Group December 2013 - February 2014
Bank of America June 2013 - February 2014
Skills
Microsoft Word, Microsoft Excel, Fast Learner, Spanish-Speaking, Financial Analysis, Public Speaking, Soccer, Technical Analysis, Investment Analysis, Corporate Finance, Leadership, Bloomberg Terminal, Financial Modeling, Reuters, Time Management, Teamwork
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Bachelor’s Degree, Finance & Investments
Lutz and Carr CPAs, LLP July 2014 - Present
A Gary Aaronson CPA PLLC June 2010 - June 2014
Bank of America 2010 - 2010
Skills
GAAP, Tax, Accounting, Tax Preparation, Financial Accounting, Corporate Tax, Tax Accounting, Tax Research, Income Tax, QuickBooks, Tax Returns, Auditing, Financial Statements, Journal Entries, General Ledger, US GAAP, Fixed Assets, Account Reconciliation, Accruals, Bank Reconciliation, Partnership Taxation, Internal Controls, Peachtree, Financial Reporting, Cash Flow, Payroll Taxes, Financial Audits
Education
City University of New York-Baruch College 2012 — 2014
Master's Degree, Taxation, 3.4
City University of New York-Baruch College 2007 — 2012
Bachelor's degree, Accounting, 3.5
Citi June 2015 - Present
Bank of America May 2014 - August 2014
Kensington Dental February 2010 - June 2014
Skills
Microsoft Office, Cash Flow, Financial Analysis, Financial Reporting, Corporate Finance, Accounting, Research, Real Estate Financing, Team Leadership, Teamwork, Time Management, Budgets, Customer Service, Invoicing, Healthcare, Healthcare Management, Medical Terminology
Education
City University of New York-Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General
Ural State University named after A.M.Gorky 2005 — 2009
Bachelor's degree, Economics
Citi February 2011 - Present
Bank of America November 2005 - December 2010
Skills
Banking, Credit, Loans, Retail Banking, Credit Analysis, Credit Risk, Portfolio Management, Commercial Banking, Mortgage Lending, Investments, Investment Banking, Wealth Management, Equities, Fixed Income, Financial Analysis, Capital Markets, Financial Risk, Consumer Lending, Series 7, Corporate Finance
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Science (B.S.), Business Administration/Economics
Bank Leumi USA April 2015 - Present
Bank Leumi USA August 2014 - April 2015
Citi March 2013 - May 2014
Diebold September 2012 - February 2013
Bank of America April 2010 - December 2011
Bank of America January 2009 - April 2010
Bank of America August 2005 - January 2009
Skills
Data Analysis, Root Cause Analysis, Program Management, People Development, Retail Banking, Sales Management, Learning Management, Training, Performance Management, Operations Management, Recruiting, Process Design, Business Analysis, Relationship Management, Business Process..., Team Building, Management, CRM, Change Management, Process Improvement, Leadership, Team Leadership, Banking, Talent Management, Leadership Development, Talent Acquisition, Business Strategy, Coaching, Sales Operations, Risk Management, Succession Planning
Education
Baruch College 2009 — 2015
Master of Business Administration (MBA), Human Resources Administration
SUNY New Paltz 1999 — 2003
Bachelor of Science, Sciences
Baruch College, City University of New York (CUNY)
Bank of America May 2011 - Present
RB Moderna Corporation January 2007 - April 2011
Victoria's Secret June 2008 - October 2010
Skills
Customer Relations
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
BBA, Entrepreneurship/ Small Business Management
CCH November 1993 - Present
Wolters Kluwer 1993 - Present
CCH Inc, A Wolters Kluwer business 1993 - Present
CCH, a Wolters Kluwer business 1993 - Present
Wolters Kluwer Tax and Accounting 1993 - Present
Wolters Kluwer Financial Services 1993 - Present
CCH, a WoltersKluwer Business 1992 - Present
Bank of America November 1989 - April 1992
Skills
Salesforce.com, B2B, Sales Process, SaaS, Solution Selling, Lead Generation, Accounting, Sales Presentations, Sales, Direct Sales, Account Management, Strategic Partnerships, Finance, Auditing, CRM, Sales Operations, Product Management, Business Development, New Business Development, Competitive Analysis, Selling, Cold Calling, Management, Sales Management
Education
Baruch College, City University of New York (CUNY) 1974 — 1978
BA, Business Administration
Bank of America July 2011 - Present
Targetbase May 2010 - March 2011
LPB Energy Management January 2009 - October 2009
Masergy Communications February 2007 - January 2009
Echoworx 2005 - 2006
Verizon Communications June 1996 - October 2005
Skills
Product Marketing, Product Development, Product Management, SaaS, Competitive Analysis, Cloud Computing, Cross-functional Team..., Enterprise Software, Telecommunications, Business Analysis, Product Lifecycle..., Integration, Process Improvement, Project Management, Analysis, Vendor Management, Managed Services, Software Project..., CRM, Program Management, Business Intelligence, Strategy, Start-ups, Leadership, Management, Change Management, Agile Methodologies, Security, Network Security
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1996
MBA, Marketing and Information Management
Baruch College, City University of New York (CUNY) 1989 — 1992
BBA, Computer and Information Systems
M.Gomez, LCSW May 2015 - Present
The Cheesecake Factory October 2013 - Present
AMG January 2015 - April 2015
Legion of Good Will, USA May 2014 - September 2014
Bank of America June 2011 - October 2013
Victoria's Cafe February 2010 - October 2011
The Limited October 2009 - February 2010
Urban Pathways, Cluster House October 2006 - June 2007
Skills
Nonprofits, Microsoft Excel, Event Planning, Sales, Management, Corporate Communications, Banking, Microsoft Office, Customer Service, Microsoft Word, Photoshop, Copy Editing, Social Media, Community Outreach, PowerPoint, Leadership, Newsletters, Fundraising, Public Speaking, Public Relations, Event Management, Editing, Journalism, Blogging, Social Networking, Human Resources
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Arts (B.A.), Major: Corporate Communication, Minor: Journalism, Senior
Academy of Finance and Enterprise 2005 — 2009
HS Diploma, Business: Finance and Enterprise
Homes for the Homeless (through the ExecuSearch Group) March 2015 - May 2015
New York City District Council of Carpenters Benefit Funds November 2013 - December 2014
Bank of America June 2009 - November 2013
Bloomingdale's February 2008 - June 2009
The Advertising and Research Foundation (ARF) September 2007 - December 2007
Education
Saint Peter's University 2015 — 2016
Master’s Degree, Elementary Education and Teaching
Baruch College, City University of New York (CUNY) 2003 — 2008
Bachelor’s Degree, Business/Corporate Communications
I September 2013 - Present
Bank of America September 2011 - September 2013
Goldman Sachs August 2005 - August 2011
Skills
Test
Education
Baruch College 1997 — 2004
Computer Information Systems
HSBC February 2015 - July 2015
President Securities Corp. December 2013 - December 2014
Fubon Financial Holding Co., Ltd. 富邦金控 December 2012 - December 2013
Bank of America January 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint development, Microsoft Word, Photoshop, Illustrator, Dreamweaver, InDesign, PowerPoint
Education
City University of New York-Baruch College 2008 — 2012
Bachelor's degree, Business/Corporate Communications, 3.8/4.0
Forest Hills Hight School 2003 — 2007
High School Diploma, Business Communication, 93/100
FIS Global September 2011 - Present
FIS - Fidelity Information Services September 2011 - Present
Bank of America November 1988 - February 2011
Bank of America November 1988 - February 2011
Bank of America January 2003 - January 2011
Bank of America November 1988 - December 2010
Bank of America January 1997 - January 2003
Bank of America January 1995 - January 1997
Bank of America January 1992 - January 1995
C&S Bank/NationsBank Consolidation January 1991 - January 1992
Skills
Process Improvement, Six Sigma, Operations Management, Team Leadership, Budgets, Program Management, Time Management, Training, Leadership, Project Management, Strategic Planning, Banking, Vendor Management, Microsoft Office, Change Management, Coaching, Management, Team Building, Customer Service
Education
Baruch College, City University of New York (CUNY)
CUNY - Baruch College
Queens Borough CC
Associates Degree, Liberal Arts
Deloitte September 2013 - December 2014
Bank of America June 2013 - August 2013
The Blackstone Group June 2012 - August 2012
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Science (MS), Finance
Baruch College 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Cum Laude
RK Mortgage Group January 2009 - Present
Bank of America May 2005 - January 2009
JPMorgan Chase May 2000 - May 2005
Dime Savings Bank February 1999 - May 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Loans, FHA, Mortgage Banking, Real Estate Financing, Residential Mortgages, Commercial Lending, Lines Of Credit, Construction Loans, Limited Review Condo..., Consumer Lending, FHA financing, Home Equity Loans, Small Business Lending, Credit, VA loans, Reverse Mortgages, USDA, Investments, Branch Banking, Credit Analysis, Sales Management, Social Media Marketing, Social Media, Real Estate Lending, Retail Banking, Team Management, Russian, Customer Service, Customer Experience, Long-term Customer..., Business Coaching, Foreign National..., Coaching Staff, Client Focus, Foreign National Loans, Hard Money Loans, Foreign Nationals, Jumbos, Investment Property..., Residential Investment..., Investment Property..., Self-Employed Borrowers, Foreign National..., Multifamily Mortgage, Finance
Education
City University of New York-Baruch College - Zicklin School of Business
Finance and Financial Management Services
Formal Credit Training at JPMorgan Chase Bank 2004 — 2005
Credit Analyst, Mortgage Lending, Commercial Lending
JP Morgan Chase Bank, N.A July 2015 - Present
Citi October 2011 - Present
Bank of America September 2008 - October 2011
Education
Baruch College, City University of New York (CUNY)
Finance, General
Bank of America November 2014 - Present
Bank of America November 2012 - November 2014
Citibank N.A. September 2008 - November 2012
Merrill Corporation March 2003 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, C++, Negotiation, Editing, C, Java, Banking, Credit, Retail Banking, Small Business Lending, Cross Selling, Credit Cards, Branch Management, Coaching, Relationship Management, Mortgage Lending, Consumer Lending, Financial Services, Portfolio Management, Loans, Finance
Education
Excelsior College 2014 — 2015
Master of Business Administration (MBA), Accounting and Finance
Excelsior College 2013 — 2014
Bachelor of Science (B.Sc.), Accounting
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
University of Cape Coast 1997 — 2001
Bachelor of Commerce (B.Com.), Accounting
American Express September 2014 - Present
American Express July 2013 - September 2014
American Express May 2010 - July 2013
Bank of America October 2006 - April 2010
Bank of America May 2005 - October 2006
Skills
Financial Analysis, Portfolio Management, Corporate Finance, Business Analysis, Decision Support, Relationship Management, Employee Relations, Team Management, Intercultural..., Project Management, Project Planning, Securities
Education
City University of New York-Baruch College 2009 — 2013
Master of Business Administration (M.B.A.), Marketing and International Business
Texas State University 2000 — 2004
Bachelor’s Degree, Finance
Fr. Agnel School 1956 — 2000
High School Diploma
J.P. Morgan March 2015 - Present
Bank of America September 2012 - Present
Pan Am Mortgage & Financial Services March 2008 - September 2012
Countrywide Home Loans September 2005 - September 2007
Skills
Loans, VA loans, FHA, Mortgage Lending
Education
City University of New York-Baruch College
Economics
Hard Rock Cafe May 2013 - Present
Bank of America February 2012 - August 2013
Dave & Buster's Inc. June 2006 - June 2010
Skills
Banking, Credit, Retail Banking, Finance, Commercial Banking, Microsoft Excel, Microsoft Word, Outlook, Accounts Payable, Accounts Receivable
Education
Baruch College 2011 — 2015
Bachelor's Degree, Accounting
City University of New York-Herbert H. Lehman College 2008 — 2011
Bachelor of Science (BS), Dietetics, Food and Nutrition
BNY Mellon September 2015 - Present
Stroz Friedberg July 2015 - September 2015
Financial Buzz February 2015 - June 2015
Bank of America January 2014 - July 2014
Interview Magazine - Brant Publications, Inc. August 2013 - October 2013
ANN TAYLOR LOFT May 2010 - October 2013
Jamaica Hospital November 2008 - May 2009
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Up-selling, Customer Oriented, Customer Engagement, Relationship Management, Microsoft Access -..., Financial Econometrics, Financial Analysis, QuickBooks, International Finance, Time Management, Research, MS Excel Pivot Tables, Data Analysis, Business Analysis, Market Analysis, Trade Fund Management, Analysis, Leadership, Social Media, Teamwork
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Major:Finance & Investments; Minor: English
Queensborough Community College 2011 — 2013
Associate of Science (AS), Business Administration and Management, General
Bank of America Technology Transfer ManagerBank of AmericaJanuary 2001 - Present
Ameritrade Holding Corporation November 1997 - November 2001
Companhia Brasileira de Offshore - CBO April 1993 - April 1995
Skills
Money Management, Investment Banking, Private Banking, Government Loans, Financial Accounting, Income Tax
Education
University of California, Los Angeles 1983 — 1984
Master's Degree, Banking, Corporate, Finance, and Securities Law
University of Southern California 1982 — 1983
Associate's Degree, Business Administration and Management, General
Baruch College, City University of New York (CUNY) 1979 — 1980
Bachelor's Degree, Banking, Corporate
Safe Horizon September 2013 - Present
United Methodist Church October 2012 - March 2013
Millenium Staffing, LLC August 2010 - October 2012
Sony Music Entertainment April 2003 - February 2010
Sony Music Entertainment February 2000 - April 2003
Bank of America August 1997 - February 2000
Education
Regis University 2011 — 2015
Master, Finance, General
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor's Degree, Finance, General
Bank of America Merrill Lynch April 2015 - Present
Bank of America July 2011 - March 2015
Bank of America June 2007 - June 2011
Bank of America March 2006 - June 2007
JPMorgan Chase January 2005 - February 2006
Cingular Wireless August 2004 - January 2005
Citi September 2001 - July 2004
Warner Bros Studio Stores September 1999 - August 2001
Wave Hill Forest Project Summer Collaborative July 1995 - August 1999
Skills
Loans, Finance, Portfolio Management, Banking, Small Business, Commercial Lending, Financial Services, Mortgage Lending, Management, Credit, Cash Management, Business Relationship..., Business Development, Lines Of Credit, Investments, Sales, Coaching, Retail Banking, Mergers & Acquisitions, Small Business Lending, Team Leadership, Credit Cards, Cross Selling, Cash Flow, Notary Public, Bilingual-Spanish, Strategic Thinking, Client Development, Building Relationships, Relationship Management, Credit Analysis, Leadership, Commercial Banking, Consumer Lending, Risk Management, Financial Analysis, Strategy, Loan Origination, Credit Risk, Customer Service, Strategic Business...
Education
Baruch College, City University of New York (CUNY) 2013 — 2018
Master of Business Administration (M.B.A.), Corporate Finance
City University of New York-Hunter College 1999 — 2004
Bachelor of Arts (B.A.), Economics / Political Science
NYU School of Professional Studies
Commercial Credit Analysis Certificate
GE Capital July 2015 - Present
GE Capital April 2014 - July 2015
GE Capital July 2011 - March 2014
Bank of America June 2010 - February 2011
AIESEC United States January 2009 - September 2010
Shirai Group June 2009 - August 2009
AIESEC August 2007 - December 2008
MediaMerx June 2008 - October 2008
Skills
Financial Modeling, Financial Analysis, Investment Banking, Strategy, Performance Management, Analysis, Business Development, Corporate Finance, Team Leadership, Negotiation, Joint Ventures, Project Management, Start-ups, Credit Analysis, Cash Flow, Recruiting, Valuation, Bloomberg, Marketing
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
Pompay Group May 2014 - Present
Financial Services Volunteer Corps February 2014 - Present
Cape Securities, Inc October 2013 - January 2014
Bank of America October 2012 - October 2013
Skills
Sales, Teamwork, Microsoft Office, Customer Service, Microsoft Excel, Business Development, Corporate Finance, Financial Analysis, Outlook, Access, Finance, Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance and Investments
Credit Suisse June 2013 - Present
Wedbush Securities March 2011 - June 2013
Wedbush Securities September 2010 - March 2011
Bank of America June 2010 - August 2010
Skills
Valuation, Equity Research, Portfolio Management, Venture Capital, Finance, Start-ups, Social Media, Financial Modeling, Equities, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Asset Management, Investment Management
Education
CFA Institute 2011 — 2013
Passed All 3 Levels
City University of New York-Baruch College
BBA, Finance
Bank of America September 2010 - Present
Price Waterhouse Coopers July 2009 - August 2010
Collabera May 2000 - June 2009
Nexgen Information Solutions Pvt Ltd. January 1999 - April 2000
Skills
Requirements Analysis, Financial Risk, Risk Management, Business Analysis, Quality Assurance, Strategy, Loans, Derivatives, Financial Services, Equities, Fixed Income, Account Reconciliation, Investment Banking, Financial Modeling, Integration, FX Options
Education
Agnels
Baruch College, City University of New York (CUNY)
MBA, Finance
V.J.T.I.
B.S., Mechanical Engineering
Ernst & Young November 2004 - Present
Summit Professional Search May 2002 - November 2004
Bank of America April 1998 - May 2002
Education
Villanova University 1982 — 1986
Bachelor of Science, Accounting
City University of New York-Baruch College 1993 — 1995
Masters of Business Administration, Marketing
Capital One April 2012 - Present
New York Community Bancorp April 2011 - April 2012
First Data May 2005 - April 2011
Washington Mutual 2004 - 2005
Bank of America 1992 - 2004
National Westminster Bank 1991 - 1998
Macy's East 1991 - 1993
Morgan Stanley 1979 - 1989
Skills
Employee Relations, Performance Management, Coaching, Investigations, Conflict Resolution, Mediation, HR Policies, Employment Law, Employee/Labor Relations, Union Avoidance, EEOC, Human Resources
Education
Taft Law School 2009 — 2012
JDET, Law
LIU Post
MBA, HR
Baruch College, City University of New York (CUNY)
BBA, Advertising/Psych
Forest Hills High School
Regents Diploma
TIAA-CREF June 2014 - Present
Bank of America September 2009 - June 2014
Morgan Stanley November 2006 - May 2009
Morgan Stanley October 1995 - October 2006
Wertheim, Schroder 1993 - 1995
Oscar Gruss 1987 - 1991
Skills
Business Analysis, Corporate Finance, Management, Budgets, Finance, Project Management, Leadership, Requirements Analysis, Financial Forecasting, Financial Reporting, Reporting & Analysis, Cost Allocation, Software Project..., Finance Transformation, Total Cost of Ownership, IT Cost Optimization, Allocations, Technology Finance, IT Financial Management, Master Data Management, Procure to Pay, Banking, Risk Management, SDLC, Strategy
Education
Pace University - Lubin School of Business 1991 — 1993
MBA
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA
Chiron Training Center 2009 — 2009
Beach Channel High School 1980 — 1984
High School Diploma
Wells Fargo Bank April 2005 - Present
KeyBank May 2002 - April 2005
Bank of America December 2001 - May 2002
Fleet Bank July 1998 - December 2001
Skills
Portfolio Management, Loans, Customer Service, Commercial Lending, Loan Origination, Banking, Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Real Estate, Finance
Education
Baruch College, City University of New York (CUNY) 1991 — 1995
Bachelor’s Degree, Marketing/Marketing Management, General
JPMorgan Chase March 2014 - Present
Bank of America November 2010 - March 2014
Bank of America March 2009 - November 2010
Merrill Lynch March 2007 - March 2009
Merrill Lynch July 2005 - March 2007
Skills
Project Management, Business Analysis, Six Sigma, PMO, Management, Risk Management, Financial Services, Hedge Funds, Banking, Asset Management, Change Management, Business Process..., Prime Brokerage, Corporate Actions
Education
George Washington University
Associate's Certificate in Project Management
Baruch College, City University of New York (CUNY)
BBA, Finance & Investments
Certified Project Management Professional (PMP), 2009
Certified Six Sigma Green Belt, 2008
Bank of America July 2012 - Present
Bank of America July 2012 - July 2013
Jones Lang LaSalle July 2006 - July 2012
Skills
Budgets, Commercial Real Estate, Construction, Construction Management, Contract Management, Contract Negotiation, Corporate Real Estate, Energy, Energy Conservation, Entitlements, Facilities Management, Facilities Operations, HVAC, LEED, Lease Administration, Leases, Location Intelligence, MS Project, Management, Move Management, Operations Management, PMP, Program Management, Project Management, Project Planning, Property Management, Real Estate, Real Estate Development, Six Sigma, Strategic Planning, Team Leadership, Vendor Management, Microsoft Project
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.)
Royal Bank of Scotland September 2012 - Present
Barclays Capital April 2010 - September 2012
Erste Bank NY March 2008 - April 2010
Bank of America 2000 - 2008
Education
Baruch College, City University of New York (CUNY) 1994 — 1999
Bank of America 2012 - Present
Credit Suisse March 2010 - October 2012
Morgan Stanley August 2006 - March 2010
Credit Suisse April 2004 - July 2006
PricewaterhouseCoopers 2000 - 2002
Skills
.NET, C#, Python, Derivatives, Investment Banking, Risk Management, Sybase, SDLC, Equities, Fixed Income, IT Strategy, Trading Systems, Capital Markets, Business Intelligence, Business Analysis, Prime Brokerage
Education
Baruch College 2004 — 2006
Master of Science (MS), Financial Engg.
Jadavpur University 1988 — 1992
BE, Electronics and Telecommunication
South Point High School 1984 — 1988
Empire State Pride Agenda April 2010 - Present
Bank of America July 2005 - November 2007
JP Morgan Chase May 2004 - July 2005
JP Morgan 2000 - 2005
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bank of America September 2006 - Present
Skills
Disaster Recovery, Solaris, Business Continuity
Education
Baruch College, City University of New York (CUNY) 1995 — 2000
MBA, CIS - Computer Information Systems
AIG July 2012 - Present
Bank of Tokyo-Mitsubishi UFJ September 2008 - July 2012
Ernst and young 2005 - 2007
Bank of America 2002 - 2005
Dime Savings bank of New York 1999 - 2002
Skills
Internal Audit, Auditing, Enterprise Risk..., Financial Analysis, Internal Controls, Banking, Sarbanes-Oxley Act, Risk Management, IT Audit, AML, Accounting, Corporate Finance, Credit Risk, Due Diligence, Finance, Financial Audits, Financial Modeling, Financial Reporting, Financial Risk, Financial Services, Operational Risk, Operational Risk...
Education
City University of New York-Baruch College 1995 — 1999
Bachelors of Business Administration, Accounting
Sheepshead Bay high School 1991 — 1995
New York Life Insurance Company 2011 - Present
The Hartford 2008 - July 2011
Morgan Stanley 2004 - 2007
Bank of New York Mellon 1999 - 2004
Bank of America 1994 - 1999
Shawmut Bank (Now Bank of America) 1994 - 1999
Shawmut Bank (Now Bank of America) 1994 - 1999
Bank of New York Mellon 1984 - 1994
Skills
Securities, Financial Services, Banking, Insurance, Mutual Funds, Corporate Law, Auditing, Leadership, Risk Management, Investments, Asset Management, Corporate Governance, Equities, Capital Markets, Fixed Income, Mergers & Acquisitions, Due Diligence, AML, Alternative Investments, Hedge Funds, Financial Risk
Education
Brooklyn Law School 1980 — 1984
JD
Baruch College, City University of New York (CUNY) 1975 — 1979
BBA in Accounting
Goldman Sachs August 2012 - Present
Bank of America December 2011 - February 2012
Pamir Accounting & Tax Services December 2005 - December 2011
Draftfcb September 2009 - May 2010
Ogilvy & Mather May 2008 - May 2009
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Finance, Hyperion Enterprise, SAP, Bloomberg Terminal, Account Reconciliation, Financial Accounting, Due Diligence, Financial Modeling, QuickBooks, PeopleSoft, Market Research, Essbase, Projection, Budgets, Investments, Private Equity, Accounting, Corporate Finance, Microsoft Office, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Bachelor's Degree, Finance
RBC Centura Bank September 2006 - May 2008
Bank of America December 2004 - September 2006
JPMorganChase Bank December 1999 - December 2004
Education
Fordham Gabelli School of Business 2002 — 2004
MBA, Management
Baruch College, City University of New York (CUNY) 1993 — 1998
St. Andrew High School for Girls 1987 — 1992
JPMorgan Chase Vice President Operational Risk, Control and MetricsNomuraAugust 2009 - May 2013
Bank of America August 2008 - August 2009
Merrill Lynch December 2002 - August 2008
Skills
Middle Office, Fixed Income, Operational Risk, Business Management, Data Analysis, Excel, Financial Reporting, Governance, Team Leadership, Operations, Operations Management, PowerPoint, Team Building, Word, Microsoft Excel, Management, Securities, Analysis, Finance, FINRA, Financial Risk, Risk Management, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
MBA, Finance and International Business
University of Florida - Warrington College Of Business 1998 — 2002
Bachelor of Science (B.S.), Finance, General
DMG Consulting March 2005 - Present
Bank of America 2003 - 2006
Fleet Bank 1975 - 2006
FleetBoston Financial Group 1975 - 2006
FleetBoston 1995 - 2004
Shawmut Bank 1975 - 1995
Skills
Commercial Banking, Coaching, Banking
Education
Baruch College, City University of New York (CUNY) 1968 — 1972
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America February 2015 - Present
Banc of America Securities June 2007 - Present
Bank of America 2007 - Present
Bank of America Securities 2007 - Present
BANK OF AMERICA MERRLL LYNCH 2007 - Present
Citigroup 2005 - 2007
JP Morgan Chase 1996 - 2005
JPMorgan Chase 1996 - 2005
JPM Securities Inc 1996 - 2005
JPMorgan 1998 - 2004
Skills
Fixed Income, Credit, Analysis, Risk, P&L, Credit Derivatives, Series 7, Securities, Derivatives, Risk Management, CDO, Middle Office, Bonds, CDS, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Statistics & Operations Research and Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of America May 2014 - Present
Citi October 2012 - June 2013
Citi October 2010 - October 2012
Citi October 2004 - October 2010
Citi April 2001 - October 2004
Citi December 1998 - April 2001
Skills
Retail Banking, Banking, Portfolio Management, Strategic Partnerships, Strategic Planning, Team Building, Team Leadership, Commercial Banking, Business Strategy, Financial Services, Cross Selling, Series 7, Leadership, CRM, Loans, Business Development, Branch Management, Relationship Management, Management, Finance, Business Planning, Strategy, Sales, Competitive Analysis, Training, Sales Process, New Business Development, Mergers & Acquisitions, Program Management, Executive Management, Recruiting, Process Improvement, Sales Operations, Marketing, Performance Management, Wealth Management, Risk Management, Selling, Account Management
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
Bachelor's degree, Finance, General
Bank of America
Education
Baruch College, City University of New York (CUNY)
Financial Institutions October 2014 - Present
UBS June 2013 - October 2014
Citi February 2012 - August 2013
Crédit Agricole October 2011 - February 2012
BNP Paribas June 2011 - September 2011
Anthem, Inc. October 2009 - March 2011
Bank of America January 2005 - August 2008
U.S. Trust 1994 - December 2005
Skills
AML, KYC, CIP, Research, OFAC, Credit, Sales Compensation
Education
City University of New York-Baruch College 2000 — 2006
Bachelor of Business Administration (BBA), Finance, General
Flushing Bank August 2015 - Present
Bank of America August 2010 - Present
U.S. Census Bureau April 2010 - June 2010
Baruch College February 2008 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Banking, Public Speaking, Spanish, Microsoft Excel, Leadership, Market Research, Team Leadership, Data Analysis, Outlook, Event Planning, Time Management, Social Media, Teamwork, Research, Financial Analysis, Prioritize Workload, Proactive Monitoring, Training, Social Networking, Access, Interviews, QuickBooks, Sales
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
BBA in Human Resources Management, Human Resources Management/Personnel Administration, General
City University of New York-Baruch College 2010 — 2014
Bachelor's of Business Administration, Human Resources Management/Personnel Administration, General
Bank of America 2003 - Present
Credit Suisse May 1996 - August 2003
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
Emsoga Corp March 2012 - Present
JPMorgan Chase May 2014 - Present
Royal Bank of Scotland May 2012 - February 2014
Bank of America March 2012 - May 2012
Bank of America February 2011 - February 2012
Credit Suisse June 2009 - February 2011
Lehman Brothers April 2007 - November 2008
Citigroup 2003 - 2007
JPMorgan Chase June 2001 - February 2003
RoyalBlue Financial Corp April 2000 - February 2001
Skills
Fixed Income, Capital Markets, Investment Banking, Equities, FX Options, Financial Modeling, Credit Risk, Credit Derivatives, Operational Risk..., Risk Management, Derivatives, Interest Rate..., Equity Derivatives, Financial Services, Business Analysis, Back Office, Financial Risk, Market Risk, Collateral Management, Finance, Credit, Trading Systems, SDLC, Banking
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
BBA, Finance
Stuyvesant HS 1987 — 1991
Kuntaw Kali
Marco Polo Securities Inc. August 2015 - Present
SineMetu Solutions Inc. June 2011 - Present
Financial Industry Regulatory Authority April 2011 - November 2013
Deloitte & Touche November 2010 - April 2011
FINRA April 2007 - October 2010
Prudential Financial April 2004 - April 2007
Bank Julius Baer 1999 - 2003
Bank of America 1994 - 1997
Paine Webber 1993 - 1995
Skills
Compliance, AML, Series 7, Risk Management, Equities, Financial Accounting, Management Consulting, Bookkeeping, Financial Markets, Foreign Exchange..., Investments, Mutual Funds, Capital Markets, Securities, Hedge Funds, Due Diligence, Auditing, FINRA, Fixed Income, SEC, Series 24, Financial Services, Derivatives, Securities Regulation, Options, Investment Banking, Investment Advisory, Alternative Investments, Series 63, Financial Risk, Trading, Equity Trading, Bloomberg, Financial Regulation, Anti Money Laundering
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master's degree, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Management
St. Joseph's College 1986 — 1990
BS, Chemistry
HSBC November 2014 - Present
HSBC July 2013 - November 2014
Bessemer Trust April 2010 - January 2013
Bank of America August 2008 - April 2010
US Trust 2008 - 2010
Bank of America 1997 - 2009
Skills
Estate Planning, Financial Planning, Private Wealth..., Wealth Management, Investment Management, Wealth Management..., Private Banking, Investments, Asset Allocation, Mutual Funds, Series 7, Asset Management, Trust Management, Portfolio Management, Financial Services, Banking
Education
St. John's University School of Law 2002 — 2006
J.D.
Baruch College, City University of New York (CUNY) 1994 — 1996
M.B.A., Finance
Boston University 1985 — 1989
B.S.
Bank of America April 2014 - Present
NASDAQ September 2013 - March 2014
Nomura Securities March 2013 - August 2013
Shark Bites Cafe January 2011 - November 2012
Independence/Sovereign Bank/Meridian Capital Group January 2001 - July 2010
Morgan Stanley August 1995 - January 2001
Skills
Analyzing Information ..., Leadership, Customer Service, Outlook, Management, Microsoft Office, Training, Interviews, Human Resources, Marketing, Employee Relations, Budgets
Education
Baruch College
Paralegal Studies
St. Mary's Secretarial College
Business Administration and Secretarial Studies
Scottsdale Cultural Council January 2015 - Present
Arizona Community Dental Clinic August 2013 - Present
Alliance Bank of Arizona August 2012 - Present
Alliance Bank of Arizona July 2012 - January 2014
BBVA Compass February 2008 - July 2012
City of Scottsdale 2008 - 2009
Bank Of America 2006 - 2008
M&T Bank September 2001 - April 2006
Skills
Loans, Banking, SBA, Commercial Real Estate, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Investment Management, Relationship Management, Asset Based Lending
Education
State University of New York at Binghamton 1996 — 2000
BA, Finance and Economics
Baruch College 1995 — 1996
Knight Clearing & Execution services September 2009 - Present
Swiss American securities 2007 - 2008
ADP Clearing & Outsourcing 2005 - 2007
Bank of America 2000 - 2005
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Finance
GE Capital April 2014 - Present
RBC Capital Markets December 2010 - March 2014
Barclays Capital September 2008 - December 2010
Lehman Brothers July 2007 - September 2008
Bank of America 2004 - 2007
Prudential Securities 1992 - 2004
US Securities and Exchange Commission 1990 - 1992
Skills
Securities, Capital Markets, Hedge Funds, Equities, Series 7, Investment Banking, Wealth Management, Alternative Investments, Series 24, Investments, FINRA, Mergers & Acquisitions, Financial Services, Risk Management, Securities Regulation
Education
Baruch College, City University of New York (CUNY)
BBA, Finance and Marketing Management
Benjamin N. Cardozo School of Law, Yeshiva University
JD, Law
Bank of America March 2013 - Present
RBC August 2012 - December 2012
Citi February 2011 - July 2012
Resources Global Professionals January 2009 - February 2011
Goldman Sachs December 2003 - December 2008
Goldman Sachs December 1994 - December 2003
Ernst & Young December 1990 - December 1994
Helga Kelm & Co. December 1989 - December 1990
Arthur Anderson & Co. September 1988 - December 1989
Skills
Internal Controls, Auditing, Internal Audit, Account Reconciliation, Corporate Finance, Variance Analysis, Vendor Management, Financial Risk, Finance, Analysis, Budgets, Management, Risk Assessment, Project Management, Financial Statements
Education
Bernard M. Baruch College 1984 — 1988
B.B.A, Accounting, Magna Cum Laude GPA:3.9
Baruch College
Bachelor of Business Administration (BBA), Accounting
Echo Horizon School July 2011 - Present
Bank of America November 2010 - July 2011
Your Part-Time Controller, LLC December 2009 - August 2010
DC Government October 2002 - October 2009
DC Government March 2001 - September 2002
Guideline Research Corporation 1989 - 2001
Education
Baruch College, City University of New York (CUNY)
MBA, Taxation
City University of New York-Brooklyn College
BS, Accounting
Pace University
MS, Information Systems
CIT January 2014 - Present
Merrill Lynch March 2012 - January 2014
Societe Generale January 2010 - January 2012
Bank of America February 2007 - December 2008
Lehman Brothers August 2005 - January 2007
Skills
Requirements Gathering, Business Analysis, Agile Methodolgy, SDLC, Java, Microsoft SQL Server, MS Project, Microsoft Excel, VBA, DB2, Visio, COBOL, Informatica, IBM Mainframe, Charles River IMS, Autosys, User Interface Design, UML, Bloomberg, Reuters, Markitwire, BRDs, FRD, MS Access, Toad, MS Visio, Basics of Unix, Quality Center, Derivatives, Fixed Income, Rates, Reference Data, Collateral Management, Use Case Diagrams, MS Studio, Structured Products, Financial Services, Commodity, Portfolio Management, Access, Agile Methodologies, Finance, Financial Risk, HP Quality Center, Investment Banking, Requirements Analysis, Unix
Education
Baruch College
Master of Business Administration (MBA), Finance and investments
Vellore Institute of Technology
Bachelor's degree
MUFG Americas February 2015 - Present
Morgan Stanley December 2012 - January 2015
Morgan Stanley December 2009 - August 2012
Morgan Stanley February 2009 - October 2009
Morgan Stanley September 2007 - February 2009
Bank of America May 2005 - January 2007
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Fund Accounting, Cash Management, Accounting, Corporate Finance, Hedge Funds, Financial Planners, Internal Controls, Sarbanes-Oxley Act, US GAAP reporting, German GAAP, SEC filings
Education
Baruch College 2004 — 2009
Bachelor's degree, Accounting
Germany
Bank of America July 2015 - Present
24 Hour Best Deals December 2013 - Present
Weight Watchers December 2009 - December 2013
Credit Suisse January 2005 - August 2007
Credit Suisse LLC October 1997 - August 2007
Credit Suisse April 2003 - December 2004
Credit Suisse LLC October 1997 - March 2003
Skills
Commercial Litigation, Microsoft Office, Legal Research, Legal Writing, Corporate Law, Legal Assistance, Westlaw, Employment Law, Leadership, Public Speaking, Management, Process Improvement, Sales, Customer Service
Education
Grand Canyon University 2015 — 2018
Master’s Degree, Professional Counseling, Masters of Science
New York University 2003 — 2004
Business/Corporate Communications
Bernard M Baruch College 1997 — 2003
Bachelor of Arts, Corporate Communications
Baruch College 1987 — 2003
Bachelor of Arts (B.A.), Business/Corporate Communications
Citi Private Bank March 2006 - Present
Citigroup Asset Management August 2004 - October 2005
Citigroup Asset Management March 2000 - July 2004
Citigroup Asset Management October 1997 - February 2004
Bankers Trust Company May 1996 - September 1997
Bank of America September 1994 - March 1996
The Chase Manhattan Bank October 1990 - August 1994
Skills
Fixed Income, Asset Managment, Portfolio Management, Securities, Financial Services, Equities, Asset Management, Risk Management, Capital Markets, Client Services
Education
City University of New York-Baruch College
BBA, Major - Finance/Minor - Accounting
Bank of America April 2011 - Present
Wal-mart July 2010 - August 2011
Barnes and Noble Bookstore January 2011 - January 2011
Guyana National Industrial Corporation October 2008 - October 2009
Skills
Computer, Accounting, Invoicing, Financial Statements, Customer Service, Petty Cash, Accounts Payable, Accounts Receivable, Data Entry, Analysis, Banking, Event Planning, Finance, Financial Analysis, Microsoft Office, Project Management, Public Speaking, Research, Team Building
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelor's degree, Accounting
Nassau Community College 2011 — 2013
Associate of Science (AS), Accounting
Bank of America April 2015 - Present
Andrew Davidson & Co., Inc. July 2010 - April 2015
Education
City University of New York-Baruch College 2010 — 2013
Master of Science (MS), Quantitative Methods and Modeling
University of Minnesota-Twin Cities 2004 — 2008
Bachelor of Science (BS), Economics and Mathematics
EverBank March 2015 - Present
Citibank February 2012 - March 2015
Metlife Home Loans December 2010 - March 2012
Bank of America October 2009 - December 2010
Preferred Empire Mortgage 2004 - 2009
Skills
FHA, Mortgage Lending, Refinance, Loans
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Computer Information Systems
Bank of America January 2015 - Present
HSBC August 2011 - January 2015
Royal Bank of Scotland July 2007 - July 2011
Skills
Derivatives, Commodity, Product Control, Banking, Capital Markets, Credit Derivatives, Fixed Income, Middle Office, Structured Products, Finance, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MBA, Finance
Stony Brook University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Computer and Information Sciences and Support Services
Bank of America April 2015 - Present
American Express September 2014 - April 2015
HSBC July 2011 - August 2014
Merrill Lynch January 2008 - July 2011
Merrill Lynch February 2005 - January 2008
Merrill Lynch January 2004 - February 2005
Skills
Equities, Fixed Income, Capital Markets, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Middle Office, Credit Derivatives, Operational Risk, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Operations Management and Finance
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Bank of America July 2015 - Present
Bank of America September 2006 - Present
Skills
General Ledger, Account Reconciliation, Financial Accounting, Financial Analysis, Public Speaking, Management, Credit, Banking, Research, Outlook, Microsoft Word
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
bachelor, accounting
Con Edison February 2014 - Present
Con Edison October 2011 - February 2014
Opera Solutions October 2008 - October 2011
Bank of America December 2005 - October 2008
JPMorgan Chase & Co. October 2004 - December 2005
JPMorgan Chase & Co. September 2002 - October 2004
Skills
Banking, Data Analysis, Accounts Payable, Management, Accounting, Accounts Receivable, Account Reconciliation, Retail Banking, Employee Training, Interviews, Oracle GRC, Business Intelligence, Competitive Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Strategy, Analytics, Management Consulting
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (MS), Taxation
Long Island University, Brooklyn Campus 2004 — 2008
BS, Accounting
Borough of Manhattan Community College 2002 — 2004
AS, Accounting
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Morgan Stanley June 2012 - May 2013
Instinet Incorporated March 2012 - June 2012
OMGPOP June 2010 - March 2012
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master of Science (M.S.), Accounting
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Accountancy
Bank of America June 2011 - Present
Phi Eta Sigma National Society June 2010 - July 2011
Citi Private Bank June 2010 - September 2010
Phi Eta Sigma National Honor Society June 2009 - May 2010
Skills
Financial Analysis, Risk Management, Financial Modeling, Finance, Financial Reporting, Accounting, Corporate Finance, Access, Microsoft Excel, Outlook, Microsoft Office, Forecasting, PowerPoint, QuickBooks, Budgets, Microsoft Word, Lotus Notes, Leadership, Management, Data Analysis
Education
City University of New York-Baruch College 2007 — 2011
BBA, Finance and Investments
Bank of America May 2012 - Present
Bank of America April 2011 - Present
Goldman Sachs June 1988 - August 2010
Education
Baruch College, City University of New York (CUNY)
Bank of America October 2010 - Present
BNY Mellon February 1985 - January 2009
Education
City University of New York-Baruch College 1983 — 1987
Business Administration and Management, General
Murex August 2014 - Present
FDM Group February 2014 - Present
Bank of America May 2011 - January 2014
First Immigration Service office January 2010 - May 2011
Fujian Economic TV Chanel June 2009 - August 2009
Fujian Economic TV Chanel June 2008 - August 2008
Skills
Unix, Unix Shell Scripting, SQL, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Services, Research
Education
City University of New York-Baruch College 2008 — 2012
Bachelor's Degree, Finance and Investments
Bank of America January 2015 - Present
Experis October 2014 - Present
TIAA March 2011 - December 2013
TIAA-CREF January 2008 - March 2011
TIAA-CREF January 2003 - December 2007
TIAA-CREF May 1999 - December 2002
PKF North America October 1988 - May 1999
Skills
Financial Reporting, Management, Employee Benefits, Mutual Funds, Financial Services, 401k, Strategic Financial..., Retirement, Investments, Retirement Planning, Sarbanes-Oxley Act, Auditing, Internal Audit, Accounting, Tax, Process Improvement, Risk Management, Finance, Financial Risk, Business Process..., Business Analysis, Strategy
Education
City University of New York-Baruch College 1983 — 1988
BBA/MBA, Accounting / CIS
BCHS
BCHS
Goldman Sachs 2011 - Present
Bank of America June 2010 - August 2010
Merrill Lynch September 2009 - December 2009
JPMorgan Chase 2008 - 2009
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Investment Management, Equities, Financial Analysis, Investment Banking, Capital IQ, Series 7, Wealth Management, Real Estate License, Corporate Social..., Written & Oral..., Creative Strategy, Series 66
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance & Investments
University of Indianapolis 2009 — 2009
Architectural History and Criticism
Bank of America August 2014 - Present
JPMorgan Chase November 2011 - August 2014
JPMorgan Chase December 2009 - November 2011
The Park Avenue Bank January 2009 - December 2009
The Park Avenue Bank January 2008 - December 2008
The Park Avenue Bank January 2007 - December 2007
Skills
Consumer Products, Consumer Lending, Small Business, NMLS Licensed, Series 6, Series 63, Life & Health Insurance..., Coaching, Staff Development, Banking, Branch Management, Credit, Loans, Mortgage Lending, Retail Banking, Cash Management, Commercial Banking, Credit Analysis, Financial Analysis, Financial Services, Investments, Portfolio Management, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Bachelor of Business Administration, Industrial Organizational Psychology
Leon M. Goldstein High School for the Sciences 1999 — 2003
Broadridge Financial 2010 - 2015
UBS Wealth Management 1995 - 2008
Bank of America 1992 - 1995
PaineWebber Inc 1988 - 1992
Skills
Banking, Trading, Mutual Funds, Fixed Income, Management, Equities, Wealth Management, Financial Services, SDLC, Disaster Recovery, Investment Banking, Hedge Funds, Capital Markets, Securities, Organizational..., Product Development, Program Management, Change Management, IT Strategy
Education
Baruch College
Bachelor of Business Administration (BBA)
Citibank, N.A. August 2013 - Present
New York Life Insurance Company August 2012 - May 2013
Bank of America December 2004 - April 2009
HSBC December 1999 - December 2004
Skills
Fixed Annuities, Retirement, Wealth Management, Long Term Care Insurance, College Savings Plans, Life Insurance, Financial Services
Education
Baruch College 1994 — 1999
Bachelor of Business Administration (BBA), Finance and Investments
Bank of America June 2011 - Present
Colgate Palmolive January 2010 - October 2010
Milford Management August 2009 - January 2010
Skills
Financial Risk, Auditing, International Tax, Microsoft Excel, Microsoft Word, OneSource, Real Estate, Financial Accounting, Risk Management, Human Resources, Wealth Management, Risk Models, Accounts Receivable
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Societe Generale Corporate and Investment Banking - SGCIB February 2015 - Present
Bank of America November 2014 - February 2015
Capital One January 2014 - November 2014
Ceato Amusement, Inc. September 2012 - November 2013
AXA Advisors February 2013 - July 2013
Goldman Sachs November 2007 - December 2008
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance/Investments, Psychology