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
GBS-CIDP Foundation International October 2011 - Present
Asian Art Museum September 2010 - Present
Robert Half Finance & Accounting May 2015 - July 2015
Vacation Rental Property Manager 2003 - 2014
Charles Schwab & Co., Inc. November 2011 - June 2013
Russell M. Walter dba Russell M. Walter Independent Compliance Consultant May 2009 - November 2011
Banc of America Securities LLC January 2001 - May 2009
Banc of America Securities LLC January 2000 - January 2001
Bank of America January 1996 - January 2000
BANK OF AMERICA June 1992 - September 1996
Skills
Capital Markets, Financial Risk, Strategy, Fixed Income, Banking, Risk Management, Investments, AML, Financial Services, Compliance, Change Management, Securities, Series 7, Mutual Funds, CRM, Management, Due Diligence, Internal Controls, Access, Policy, Venture Capital, Governance, Equities
Education
Thunderbird School of Global Management 1980 — 1981
M.B.A
GBS/CIDP Foundation training
The Ohio State University
M.A
University of Missouri-Columbia
B.A
IBM 2006 - Present
Nationwide Financial April 2004 - August 2005
Bank of America June 2000 - January 2004
Skills
Enterprise Software, Salesforce.com, SaaS, CRM, Solution Selling, Account Management, Relationship Management, Cloud Computing, Financial Services, Business Development, Analytics, Sales, Product Marketing, Sales Process, Business Analysis, Lotus Notes, Project Management, Team Leadership, Competitive Analysis, Banking, Lead Generation, Sales Management, Management, Business Intelligence, Product Management, E-commerce, Strategy, Demand Generation, Cross-functional Team...
Education
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
Bank of America July 2014 - Present
Nationwide Financial January 2014 - June 2014
JPMorgan Chase January 2013 - December 2013
JPMorgan Chase April 2011 - December 2012
Shane N.Tressler State Farm January 2009 - January 2011
Cathy Della Mora, PhD, Clinical Neuropsychologist October 2003 - March 2009
The Ohio State University September 2005 - May 2007
The Ohio State University September 2003 - June 2005
Skills
Leadership, Training, Customer Service, Customer Satisfaction, Time Management, Sales, Staff Development, Data Analysis, Employee Training, Team Management, PowerPoint, Teaching, Insurance, Loans, Public Speaking, Data Entry, Psychology, Statistics, Testing, Research, Microsoft Office, Management, Process Improvement, Strategic Planning, Policy, Financial Services, Loan Origination, Coaching, Mortgage Lending, Banking, Mortgage Banking, Finance, Refinance, Commercial Real Estate, Commercial Lending
Education
The Ohio State University 2005 — 2008
Ph.D.
The Ohio State University 2002 — 2005
MA
The University of Texas at San Antonio 1998 — 2002
Bachelor of Arts (BA)
Bank of America March 2014 - December 2014
Parks and Recreation Department of Oklahoma City April 2013 - September 2013
United States Marine Corps 2009 - 2013
United States Marine Corps 2010 - 2011
United States Marine Corps 2004 - 2008
Skills
Security Clearance, Microsoft Excel, PowerPoint, Microsoft Word, Military, Leadership, Customer Service, Teamwork, Public Speaking, Military Experience, Research, Military Operations, Team Leadership, Windows, Command, Operational Planning, Livery Coach...
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master of Business Administration (MBA), Concentration- Human Resources
The National University 2009 — 2013
Bachelor of Science (BS), Organizational Behavior Studies
Southern New Hampshire University January 2014 - Present
Deloitte November 2013 - Present
Bryant & Stratton College June 2012 - Present
Colorado Technical University April 2014 - July 2014
Aon Hewitt December 2011 - November 2013
Ashford University December 2011 - June 2013
Tme Warner Cable September 2009 - December 2011
Wachovia, A Wells Fargo Company March 2008 - September 2009
BNY Mellon December 2006 - April 2007
Bank of America 2007 - 2007
Skills
Instructional Design, Personnel Management, Recruiting, Human Resources, Employee Relations, Resume Writing, Organizational..., Leadership Development, Staff Development, Conflict Resolution, Coaching, Career Counseling, Workshop Facilitation, Benefits Administration, Training, Performance Management, Adult Education, PeopleSoft, Public Speaking, Leadership, CRM, Employee Benefits, HRIS, E-Learning, Higher Education, Team Building, Interviews, Career Development, Onboarding, Employee Training, College Recruiting, Vendor Management, Time Management, Employee Engagement, Organizational..., Talent Management, Succession Planning, Talent Acquisition
Education
University of Phoenix 2006 — 2013
Doctorate, Business Administration
American InterContinental University 2004 — 2006
MBA, Human Resource Management
The Ohio State University 2000 — 2003
BA, Social and Behavioral Sciences
Maria Claudia Pena Translation & Interpretation Services June 2008 - Present
Bank of America February 2011 - September 2011
Momento Spanish Yellow Pages August 2010 - January 2011
Century 21 M&M and Associates October 2005 - September 2007
Skills
Translation, Localization, Spanish, Microsoft Office, Interpreting, Technical Translation, Language Services, Legal Translation, Linguistics, Negotiation, Simultaneous..., Multilingual, Conference Interpreting, Proofreading, Foreign Languages, Customer Service, English, Manuals, Office Management
Education
The National Hispanic University 2007 — 2008
Certificate in Translation & Interpretation Studies, Translation & Interpretation
Universidad Externado de Colombia 1992 — 1993
Program in Management of Small and Middle Enterprise, Business Administration and Management, General
Bank of Texas Mortgage December 2011 - Present
Bank of America January 1985 - November 2011
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Credit, FHA, Residential Mortgages, Credit Analysis, Banking, VA loans, USDA, FHA financing, First Time Home Buyers, Real Estate, Government Loans, Construction Loans, Certified Mortgage..., Commercial Banking, Commercial Mortgages, Home Equity Lines of..., Home Equity Loans, Lines Of Credit, Loan Servicing, Mortgage Underwriting, Real Estate Financing, Reverse Mortgages, Underwriting, Cross Selling, USDA Rural Housing, Non-Conforming, Mortgage Marketing, FNMA, Rates, Wholesale Lending, FHLMC, Private Banking, Finance, HUD, Financial Services, Real Estate Lending, RESPA, Referrals, VA Loans, FHA Financing
Education
The Ohio State University 1978 — 1981
Bachelor's degree
Bank of America 2011 - 2012
TekPartners Consulting 2010 - 2011
IBM 2009 - 2010
Lockheed Martin 2008 - 2009
Analysts International 2008 - 2008
State of North Carolina 2007 - 2008
Cisco Sysems 2005 - 2007
Time Warner Cable 2004 - 2005
Nortel Networks 1996 - 2003
Education
The Ohio State University 1992 — 1996
Stellar Successful Solutions, LLC May 2013 - Present
Clearcomm, LLC August 2009 - May 2013
Bank of America October 1996 - October 2007
Skills
Sales Management, Call Center, Strategic Planning, Microsoft Office, New Business Development, Microsoft Excel, Team Building, Negotiation, Customer Service, PowerPoint, Marketing Strategy, Microsoft Word, Call Centers, Sales, Cloud Computing, Credit Cards, Risk Management, Process Improvement, Business Analysis, Leadership, Vendor Management, Account Management, Salesforce.com, Business Development, Selling, Contract Negotiation, Management, Team Leadership, Six Sigma, Executive Management, Outsourcing, Strategic Partnerships, Operations Management, Training, Banking, Start-ups
Education
BoA Six Sigma Black Belt 2006 — 2007
The Ohio State University 1971 — 1976
Business
Century Bank April 2015 - Present
MITFCU Financial & Retirement Services December 2009 - April 2015
Merrill Lynch May 2007 - December 2009
Smith Barney 2005 - 2007
Bank of America 2003 - 2004
Fleet 2000 - 2003
John Hancock 1988 - 2000
Putnam Investments 1987 - 1988
Travelers 1983 - 1987
Education
The National Graduate School of Quality Management (NGS) 1998 — 2000
MS, Quality Systems
University of Massachusetts, Amherst 1974 — 1979
B.S. Psychology
Wachusett Regional High School 1970 — 1974
Relationship Banker at JP Morgan Chase Bank, NA Relationship Banker at JP Morgan Chase Bank, NAJP Morgan Chase Bank, NAAugust 2014 - Present
Bank of America August 2012 - October 2013
Bank of America June 2007 - August 2012
Bank of America September 2006 - May 2007
Bank of America August 2004 - May 2006
Education
The Ohio State University 1984 — 1988
English Language and Literature/Letters
Hudson High School
Bank of America July 2013 - Present
ING December 2012 - July 2013
PSS August 2012 - December 2012
Bank of America September 2008 - July 2012
Blue Cross Blue Shield of Florida June 2007 - September 2008
CitiStreet April 1999 - June 2007
Canada Life March 1997 - May 1999
Skills
IT Strategy, Enterprise Architecture, Process Improvement, Business Analysis, Integration, Requirements Analysis, Data Warehousing, SDLC, Project Management, Program Management
Education
The Ohio State University
Master's degree, Business
Bank of America July 2013 - Present
Gilchrist Inc June 2012 - Present
The Ohio State University December 2008 - February 2012
The Ohio State University March 2011 - September 2011
MetroPCS June 2007 - June 2008
Skills
Planning and Organizing, Effective Communicator, Software Proficiency, Research, PowerPoint, Word, Microsoft Office, Excel, Customer Service, Leadership, Event Planning, Sales, Team Building, Management, Marketing, Project Management, Time Management, Finance, Strategic Planning
Education
The Ohio State University 2006 — 2011
Bachelor of Art, Psychology
Westerville North High School 2002 — 2006
Eternal Valley Memorial Park June 2014 - September 2014
Bank Of America Corporate September 2010 - August 2013
Bank of America December 2012 - June 2013
Bank of America April 2011 - June 2013
Bank of Americia May 2012 - December 2012
Weichert Realtors January 2010 - August 2010
Countrywide Home Loans Inc 2005 - 2006
Skills
REO, Mortgage Lending, Customer Service, Short Sales, Team Building, System Administration, Real Estate, Team Leadership, Insurance, Training, Bank of America -..., Leadership, Coaching, Vendor Management, Loans, Bankruptcy, Marketing, Outlook, Management, Public Speaking, Analysis, Banking, Microsoft Office, Mortgage Banking, Risk Management, Credit, Sales, Leadership Development, FHA, Process Improvement, Financial Analysis, Loan Origination, Foreclosures, Credit Analysis
Education
The Master's College 2001 — 2006
BA, Organizational Management
Simi Valley High School 1977 — 1980
High School Diploma, General Studies
Bank of America January 2013 - Present
Novotec Recycling June 2011 - June 2012
JPMorgan Chase May 2010 - May 2011
PortraitEFX March 2008 - May 2010
Skills
Equities, Bloomberg, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Valuation, Capital Markets, Hedge Funds, Bonds, Asset Managment, Banking, Securities, Corporate Finance, Wealth Management, Credit
Education
The Ohio State University 2008 — 2012
Bachelor of Science (B.S.), Financial Management
ServiceLink, a Black Knight company December 2014 - Present
Bank of America 2012 - 2014
LandSafe Appraisal 2007 - 2012
GE Consumer Finance 2002 - 2007
Appraisal Enhancement Services, Ousley Inc. 1998 - 2002
World Savings 1996 - 1998
Great Western Bank 1986 - 1996
Skills
Appraisals, Loss Mitigation, FHA, Mortgage, REO, Real Estate, Valuation, Residential, Banking, Compliance, Risk, Analysis, Customer Service, Market Analysis, Due Diligence, Risk Management, Mortgage Lending, Vendor Management, Financial Risk, Residential Homes, Mortgage Banking, Portfolio Management
Education
The Master's College 1994 — 1999
B.A., Organizational Management
Bank of America January 2004 - Present
Fifth Third Bank August 1998 - January 2004
Skills
Real Estate, Relocation, Finance, Loans, Credit, Small Business Lending, Healthcare, Sales Process
Education
The Ohio State University 1992 — 1996
Peoples Home Equity, Inc. September 2014 - Present
Bank of America November 2004 - August 2014
Charter One Bank 1995 - 2004
Household Bank 1987 - 1994
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, FHA, Loans, Refinance, Loan Origination, VA loans
Education
The Ohio State University
Bachelor of Science in Business Administration, Marketing/Marketing Management
GrayHair Advisors January 2012 - Present
Independently Consulting August 2011 - December 2011
Direct Brands April 2010 - August 2011
Bank of America 2005 - 2010
Time Warner Inc. June 2000 - December 2004
The Columbia House Company February 1987 - June 2000
Skills
Strategy, Direct Mail, Direct Marketing, Management, Change Management, Competitive Analysis, Business Process..., Cross-functional Team..., Strategic Planning, Marketing Strategy, Policy, Database Marketing, Logistics, CRM, Project Planning, Strategic Partnerships, Multi-channel Marketing, Account Management, Leadership, Advertising, Customer Acquisition, Operational Excellence, Lead Generation, Analytics, Strategic Sourcing, Program Management, Government, Process Improvement, Operations Management, Email Marketing, B2B, Mailers, Commerce, Purchasing, Supply Management, Integrated Marketing, Creative Direction, Transportation, Print, Outsourcing, Contract Negotiation, Liaison, Postal Liasion on..., Photography, Cost Reduction, Advocacy, Supplier Management
Education
General Assembly 2014 — 2014
The New School
BA, Liberal Arts/Interdisciplinary
Center for Research in Regulated Industries Conferences on Postal Delivery and Economics
The Ohio State University April 2014 - Present
Cassie's Cardinals September 2013 - April 2014
The Ohio State University June 2012 - August 2013
The Ohio State University January 2011 - July 2013
The Ohio State University September 2010 - May 2013
Undergraduate Student Government, The Ohio State University April 2010 - April 2013
Desert Schools Federal Credit Union August 2007 - August 2008
Bank of America May 2006 - July 2007
Skills
Public Speaking, Community Outreach, Social Media, PowerPoint, Fundraising, Event Planning, Leadership, Microsoft Excel, Microsoft Office, Facebook, Social Networking, Public Relations, Nonprofits, Marketing, Volunteer Management
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Public Affairs
Bank of America October 1992 - Present
Education
The Ohio State University 1987 — 1989
BS, Finance
East West Bank May 2013 - Present
Bank of America March 2011 - May 2013
C. W. Downer & Company June 2008 - December 2010
Butler Wick & Company January 2006 - June 2008
Skills
Investment Banking, Commercial Lending, Financial Analysis, Sales, Marketing, Market Research, Account Management, Customer Service, Business Development, Relationship Management, Small Business Lending, Commercial Banking, Mergers & Acquisitions, Banking, Finance
Education
The Ohio State University 2003 — 2008
BA
ExecOnline February 2014 - Present
Knowledge Narratives September 2013 - Present
Global Novations (a Korn/Ferry company) February 2012 - August 2013
Bank of America October 2007 - November 2011
Tata Interactive Systems May 2003 - October 2007
Media1st October 2001 - January 2003
Arthur Andersen-Virtual Learning Network October 2000 - May 2001
iXL April 1999 - September 2000
Allen Communication April 1998 - January 1999
Andersen Consulting August 1991 - April 1998
Skills
Instructional Design, Business Simulations, Story-based Learning, Curriculum Design, Leadership Development, Performance Improvement, Business Simulation, Performance Management, Management Consulting, Change Management, E-Learning, Training, Technical Writing, Storytelling, Blended Learning, Talent Management, Learning Management..., Leadership, Knowledge Management, Analysis, Program Management, Needs Analysis, Captivate, Onboarding, ADDIE, Executive Coaching, Organizational..., Strategy, Consulting, Workshop Facilitation, Training Delivery, Organizational..., Learning Management, Organizational Learning, Content Development, Project Management, Employee Training, Performance Consulting, Career Development, Cross-functional Team..., Culture Change, Management Development, Adult Education, Employee Engagement, Organizational Design, Management, Human Resources, Social Learning, Corporate Storytelling
Education
Northwestern University - The Institute for the Learning Sciences 1992 — 1994
MS, Computer Science / AI / Education / Cognitive Science
The Ohio State University 1987 — 1991
BS, Industrial & Systems Engineering
Wells Fargo Advisors October 2008 - Present
Bank of America July 2004 - October 2008
Chase February 1997 - May 2004
Skills
Financial Services, Investment Strategies, Retirement Planning, College Education..., Insurance
Education
Zhengzhou University
Bachelor's degree
The New School
Master's degree
Bank of America April 2014 - Present
United States Air Force March 2008 - April 2014
Skills
Intelligence Analysis, Information Security..., Reverse Engineering, Malware Analysis, Cyber-security, Technical Writing, All-Source Intelligence, Security Clearance, Cyber, Production Managment, All-Source Analysis, Active TS/SCI Clearance, Analyst Briefings, Threat Analysis, Threat Assessment, Threat Management, Network Security, Information Assurance, Leadership, Intelligence, Security, Information Security
Education
The Ohio State University 2002 — 2007
Bachelor of Science (BS), Electrical and Computer Engineering
Weaver Express July 2013 - Present
C & J Dental Management Company January 2009 - June 2013
Bank of America November 1999 - June 2013
Nextel Communications June 1998 - October 1999
Bath & Body Works June 1996 - May 1998
Skills
Team Building, Customer Service, Budgets, Training, Banking, Financial Analysis, Negotiation, Retail, Marketing Strategy, Project Management, Credit
Education
The Ohio State University 1994 — 1998
Bachelor's degree, Accounting
The University of Akron 1992 — 1994
Business Administration and Management, General
Orrville High School
Accenture March 2015 - Present
Bank of America June 2014 - August 2014
Harvard Business School May 2014 - June 2014
Huntington National Bank May 2013 - August 2013
18th Avenue Library September 2012 - April 2013
KeyBank April 2012 - August 2012
AmeriCorps October 2011 - May 2012
Skills
Core Competences, Patience, Customer Service, Finance, Chinese, Chinese culture, Accounting, Key Performance..., Analytical Skills, Leadership, Community Outreach, Microsoft Excel, Outlook, Access, PowerPoint, Creative Writing, Public Speaking, Management, Organization, Great Motivator, Team Building, Creativity, Sales, Event Planning, Creative Solutions, Entrepreneurship, Creative Strategy
Education
The Ohio State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Chinese, B+
Twinsburg High School 2007 — 2011
TJ Maxx September 2014 - January 2015
DSW September 2012 - October 2014
David's Bridal May 2014 - June 2014
Bank of America December 2013 - February 2014
Coach September 2013 - December 2013
University of Massachusetts Amherst October 2011 - December 2011
Skills
Customer Engagement, Customer Service, Customer Oriented, Inventory, Cash Register, Merchandising, Documenting, Freight Forwarding, Clienteling, Software Documentation, PowerPoint, Retail Sales, Visual Merchandising
Education
The New England Institute of Art 2012 — 2015
Bachelor of Science (B.S.), Fashion & Retail Management
The New England Institute of Art 2012 — 2015
Bachelor of Science (B.S.), Fashion & Retail Management
The New England Institute of Art 2012 — 2015
Bank of America January 2015 - Present
Newbold Advisors 2013 - February 2015
JPMorgan Chase April 2008 - July 2012
ResMAE Mortgage Corporation July 2007 - April 2008
Option One Mortgage January 1998 - July 2007
OPTION ONE MORTGAGE CORPORATION January 1998 - July 2007
Option One Mortgage January 1998 - July 2007
FIRST UNION BANK January 1997 - January 1998
ASSOCIATES FINANCIAL SERVICES January 1989 - January 1997
Associates Financial Services 1989 - 1997
Skills
Mortgage Banking, Risk Management, Loans, Program Management, Sales Operations, Management, Change Management, Mortgage Lending, Underwriting, Quality Assurance, Leadership, Project Management, Asset Management, Compliance, Credit, Operations Management, Loan Origination, Financial Services, Team Building, Analysis, Management Consulting, Financial Risk, Loss Mitigation, PMO, Business Development, Process Improvement
Education
UC Irvine
Project Management
Ohio State 1986 — 1988
PROCSI
Certificate, Change Management Methodology
Bank of America November 2013 - Present
Bank of America January 2011 - November 2013
Bank of America March 2009 - December 2010
Bank of America January 2006 - February 2009
Bank of America October 2001 - January 2006
Arthur D. Little January 1988 - October 2001
Trident Technical College November 1987 - September 1988
NCR June 1987 - November 1987
Skills
Project Management, Virtual Teams, Requirements Management, Project Portfolio..., Vendor Management, Six Sigma, DFSS, PMP, Resource Management, Strategic Planning, PMO, Program Management, Integration, Change Management, Leadership, Management, Cross-functional Team..., Project Planning, Testing, Team Leadership
Education
The Ohio State University 1984 — 1987
BS, Computer and Information Science
PMP Certification
Avis Budget Group EMEA October 2012 - July 2013
Bank of America 2011 - October 2012
Skills
Building Relationships, Networking, Visionary, Perseverance, Fasteners
Education
The Ohio State University 1984 — 1988
Bachelor of Business Administration (BBA), Merketing
Humana September 2014 - Present
Bank of America February 2011 - July 2014
Bank of America January 2007 - March 2011
Bank of America October 1999 - 2011
MBNA January 2006 - January 2007
MBNA February 2005 - February 2006
MBNA April 2003 - February 2005
University of Va Medical Center August 1991 - May 1999
Skills
Banking, Loans, Call Center, Vendor Management, Program Management, Forecasting, Strategic Planning, Recruiting, Strategy, Credit Cards, Risk Management, Mortgage Lending, Mergers, Credit, Business Analysis, Underwriting, Team Leadership, Budgets, CRM, Process Improvement, Leadership, Change Management, Coaching, Management, Relationship Management, Financial Risk, Executive Management, Account Management, Team Building, Business Development, Motivational Speaking, Analytics, Customer Retention, Call Centers, Analysis, Operations Management, New Business Development, Cross-functional Team..., Employee Training, Training, Marketing Strategy, Human Resources, Sales, Team Management, Financial Services, Customer Service, Mergers & Acquisitions, Portfolio Management, Customer Experience, Mortgage Banking
Education
The Ohio State University 1989 — 1991
Master, Clinical Social Work
University of Florida 1981 — 1986
BSS, Therapeutic Recreation
Huntington National Bank August 2010 - Present
Huntington National Bank 2010 - 2014
Huntington National Bank 2010 - 2014
Huntington National Bank 2010 - 2014
Oklahoma City University October 2008 - August 2010
Oklahoma Bankers Association December 2008 - November 2009
Bank of America September 2004 - June 2007
UBS November 1995 - September 2004
Skills
Wealth Management, Portfolio Management, Banking, Financial Services, Loans, Risk Management, Relationship Management, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Consumer Lending, Financial Advisory, Mortgage Lending, Private Banking, Wealth, Mergers
Education
University of Delaware 1987 — 1989
Banking and Bank Management
The Ohio State University Fisher College of Business 1981 — 1983
MBA, Finance & Economics
The Ohio State University 1974 — 1979
BA, Journalism
Bank of America August 2009 - Present
Bank of America February 2005 - April 2009
Bank of America April 2004 - February 2005
Bank of America November 2002 - April 2004
Education
LEAN Leader Certified
Six Sigma, LEAN for Six Sigma
The Ohio State University
Business Administration
Bank of America March 2014 - Present
Bank of America October 2010 - February 2014
Z-Careers July 2009 - October 2010
Robert Half International September 2007 - July 2009
AVI Foodsystems 2005 - 2007
Skills
Account Management, Applicant Tracking..., Customer Service, Employee Relations, Management, Leadership, Recruiting, Sourcing, Sales, Vendor Management
Education
The Ohio State University 1996 — 2000
USAA August 2013 - Present
TriWest Healthcare Alliance January 2011 - Present
Bank of America March 2010 - January 2011
Vangent, Inc. November 2009 - March 2010
USAA January 2001 - February 2004
USAA June 1997 - January 2001
USAA January 1996 - June 1997
Skills
Management, Leadership, Negotiation, Process Improvement, Sales, Operations Management, Team Building, Call Center, Project Management, Customer Service, Program Management, Team Leadership, Vendor Management, Strategic Planning, Six Sigma, Budgets, Training, Cross-functional Team..., Customer Satisfaction, Change Management, Healthcare, Access, Performance Management, Contract Management, Analysis, Business Analysis, Coaching, Visio, Logistics, Microsoft Excel, Call Centers, Contract Negotiation, Outlook, Data Analysis, Insurance, Quality Assurance
Education
University of South Florida 1998 — 2000
MBA, Management
The Ohio State University 1978 — 1982
Bachelor of Science, Business Administration
Bank of America February 2014 - Present
KeyBanc Capital Markets March 2012 - February 2014
KeyBanc Capital Markets July 2011 - March 2012
KeyBanc Capital Markets June 2010 - September 2010
Duke Energy January 2010 - March 2010
Primerica Financial Services July 2008 - September 2008
Education
The Ohio State University 2007 — 2011
Bachlors of Science, Mathematics
The Ohio State University Fisher College of Business 2007 — 2011
Bachlors of Science, Finance
Regions Bank October 2007 - Present
Regions Financial Corporation 2007 - Present
Bank of America June 2004 - September 2007
Avon Products October 2001 - June 2004
Avon 2001 - 2004
Powertel 2001 - 2002
Education
The Ohio State University 1986 — 1991
Bachelor of Arts, Sociology
Bank of America February 2012 - Present
Skills
Financial Analysis, Finance, Investments, Investment Banking, Real Estate, Personal Finance, Business Development, Business Analysis, Business, Entrepreneurship, Sales, Credit Analysis, Marketing, Banking, Account Management
Education
The Ohio State University 2007 — 2011
Bachelor of Applied Science (BASc), Family Resource Management Studies, General
TIAA-CREF September 2015 - Present
Bank of America May 2005 - September 2015
Newell Rubbermaid January 2002 - May 2005
Cap Gemini Ernst & Young August 1997 - July 2001
Ryder Integrated Logistics June 1996 - August 1997
Overnite Transportation October 1995 - May 1996
Skills
Strategic Sourcing, Supply Chain Management, Sourcing, Logistics, Operations Management, Cross-functional Team..., Management, Strategy, Business Process..., Leadership, Contract Negotiation, CRM, Team Building, Pricing, Process Improvement, Supply Chain, Performance Management, Six Sigma
Education
West Virginia State University 1994 — 1995
Master of Business Administration (M.B.A.)
The Ohio State University 1990 — 1994
Bachelor’s Degree, Aviation Management
Bank of America February 2015 - July 2015
Wells Fargo January 1996 - January 2012
Wells Fargo January 1994 - January 1996
Wells Fargo January 1992 - January 1994
Skills
•Complex Financial..., •Budgeting,..., •Variance Analysis, •Incentive..., •Vendor Management, •Trust and Investment..., •Trust and Securities..., •Investment Operations, •Retirement Services, •Corporate &..., •Trust Real Estate, •Metrics Design and..., •Hyperion Essbase, •Hyperion Enterprise, •Excel – Macros, Pivot..., •Word, •Powerpoint, •Access, •SunGard Series 11, •SunGard AddVantage, •Trustmark, Finance, Vendor Management, Forecasting, Budgets, Business Planning, Project Management, Investments
Education
University of North Carolina
B.A, Economics
The Ohio State University
NuWeld, Inc. July 2014 - Present
Bank of America January 2012 - Present
Bank of America August 2009 - December 2011
Bank of America August 2006 - August 2009
Skills
Credit Analysis, Lines Of Credit, Credit Review, Loans, Credit, Loan Documentation, Underwriting, Credit Risk, Commercial Banking, Corporate Credit, Risk, Financial Risk, Mortgage Lending, Banking, Risk Management, Cash Management, Credit Cards, Cross Selling, Relationship Management, Mortgage Banking, Commercial Mortgages, Commercial Lending, Consumer Lending, Retail Banking, Sales, Small Business Lending, Microsoft Office, Management, Leadership, Training
Education
The Ohio State University 1999 — 2000
Business/Managerial Economics
Bank of America April 2015 - Present
New American Funding November 2014 - March 2015
Pulaski Bank July 2013 - August 2014
Solon Gershman, Inc. September 2012 - June 2013
Skills
Mortgage Lending, Loans, VA loans, FHA, Residential Mortgages, Refinance, Credit, Loan Origination, Mortgage Banking, FHA financing, USDA, Construction Loans
Education
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Personal Finance
750 Argyle Street, LLC June 2013 - Present
FTI Consulting December 2009 - June 2013
Yahoo! July 2008 - February 2009
Bank of America July 2006 - July 2008
John Allan's men's grooming February 2003 - January 2006
Credit Suisse First Boston September 2000 - December 2002
Deutsch July 1999 - September 2000
BBDO July 1997 - July 1999
Tierney June 1995 - July 1997
Skills
Integrated Marketing, Advertising, Strategy, Business Strategy, Marketing Strategy, Creative Direction, Social Media Marketing, Public Relations, Creative Strategy, Digital Media, Beauty Industry, Publicity, Brand Architecture, Marketing Communications, Brand Development, Media Relations, Copywriting, E-commerce, Email Marketing, Social Media, Photography, Corporate Communications, Thought Leadership, High Net Worth..., Content Strategy, Competitive Analysis, Business Development, New Business Development, Entrepreneurship, Sponsorship, Interactive Marketing, Website Development, Retail, Fashion, Market Research, Marketing Management, Direct Marketing, Online Marketing, Mobile Marketing, Lead Generation, Sales, Positioning, Brand Awareness, SEO, Media Planning, Google Analytics, Press Releases, Crisis Communications, Event Management, Strategic Planning
Education
Ursinus College 1991 — 1995
BA, Communication Arts / Business Administration
International Center of Photography 2009 — 2011
The New School 2000 — 2002
Non-Fiction Writing
Bank of America Merrill Lynch June 2013 - February 2015
Bank of America Merrill Lynch January 2012 - June 2013
Bank of America March 2008 - January 2012
Bank of America March 2006 - March 2008
Bank of America April 2002 - March 2006
Bank of America April 2001 - April 2002
Sagax, Inc June 1998 - April 2001
IBM June 1996 - June 1998
Skills
Process Improvement, Capital Markets, Fixed Income, SDLC, Electronic Trading, Equities, Trading Systems, Trading, Financial Services, Portfolio Management, Banking, Sybase, Risk Management, Market Data, Business Analysis, Derivatives, Investment Banking, Securities, Agile Methodologies, Agile Application..., Oracle Database, Sybase Adaptive Server, J2EE Web Services, Java, C++, WebSphere MQ, Vendor Management, Agile & Waterfall..., Project Management
Education
The Ohio State University 1994 — 1996
MS, Computer Science
Wittenberg University 1990 — 1994
BA, Computer Science/Math
Berkshire Hathaway HomeServices Towne Realty May 2015 - Present
Monarch Mortgage/Advance Financial December 2011 - November 2014
Bank of America February 2011 - December 2011
Baypointe Mortgage March 2007 - January 2010
Skills
First Time Home Buyers, Mortgage Lending, FHA, Residential Homes, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Real Estate
Education
Snider High School 1993 — 1997
1993-1997
The Ohio State University
First Allegiance (formally REO Allegiance) March 2011 - Present
Foreclosure Management Company February 2007 - March 2011
Centex Home Equity/Nationstar Mortgage January 2004 - October 2007
Fremont Investment and Loan 2006 - 2007
Bank of America April 1990 - June 2006
The Associates January 1983 - March 1990
Skills
Selling, Sales Management, Loans, Strategic Planning, Sales, Team Building, Leadership, Real Estate, Business Development, Mortgage Lending, Management, Risk Management, Business Planning, Credit, Marketing, Customer Service, Insurance, Operations Management, Vendor Management, Financial Analysis, Program Management, Mergers & Acquisitions, Investment Properties, Investments, Contract Negotiation, Portfolio Management, Banking, Sales Operations, Asset Management, Talent Management, Process Improvement, Financial Services, Talent Acquisition, Mortgage Banking, New Business Development, Loan Origination, Due Diligence, Relationship Management, FHA, Credit Analysis, Finance, Underwriting, Refinance, Account Management, Negotiation, Residential Mortgages, Loss Mitigation, Salesforce.com, Executive Management, Human Resources
Education
North Central State College
AA, Business Administration
The Ohio State University
Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
University of Phoenix
BS, Business Management
Bank of America February 2006 - September 2012
Wachovia December 2002 - February 2006
Wachovia September 2001 - December 2002
Skills
Outstanding..., Situational Leadership, Team Leadership, Cross-team Collaboration, Performance Management, Performance Improvement, Performance Metrics, Process Improvement, Risk Management, Policy, Customer Service, Data Conversion, Microsoft Excel, Insurance, Licensing, Banking, Property & Casualty..., Analysis, Access
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Psychology
Bank of America April 2013 - Present
Bank of America July 2012 - Present
Bank of America June 2010 - July 2012
Bank of America June 2010 - June 2011
Skills
Management, Program Management, Business Process..., Leadership, Process Improvement, Risk Management, Vendor Management, Operations Management, Business Analysis, Call Centers, Analysis, Cross-functional Team..., Training, Banking, Software Documentation, Credit, Mortgage Banking
Education
The Master's College 2006 — 2009
Bachelor's degree, Organizational Management
St. Patrick Church, Columbus, Ohio August 2011 - Present
Bank of America December 1999 - Present
Education
The Ohio State University 1979 — 1983
KeyBank August 2011 - Present
USI Insurance Services January 2007 - August 2011
Bank of America February 2001 - January 2007
Aetna Financial Services August 2000 - February 2001
Skills
Insurance, Underwriting, Credit, Employee Benefits, Credit Analysis, Banking, Strategy, Loans, Portfolio Management, Health Insurance, Risk Management, Finance, Commercial Insurance, Strategic Planning, Business Relationship..., Financial Analysis, New Business Development, Commercial Lending, Retail Banking, Commercial Banking
Education
The Ohio State University 1996 — 2000
Bank of America February 2011 - Present
Nordstrom August 2009 - June 2011
White House Black Market March 2010 - August 2010
The Institute of Jaw and Facial May 2006 - March 2008
Skills
Employee Engagement, Access, Customer Satisfaction, Customer Service, Event Planning, Leadership, Management, Marketing, Merchandising, Microsoft Excel, PowerPoint, Process Scheduler, Sales, Sales Management, Social Media, Training
Education
The Ohio State University 2007 — 2010
Bachelor's of Science
Coffee High School
The Ohio State University
The Park National Bank September 2014 - Present
The Salvation Army April 2014 - Present
American Cancer Society August 2005 - Present
KeyBank September 2004 - September 2014
KeyBank January 2006 - August 2009
Bank of America 1999 - 2004
CCDC 1993 - 1997
Skills
Loans, Cash Management, SBA, Finance, Banking, Commercial Banking, Commercial Lending, Small Business Lending, Mergers, Corporate Finance, Credit Analysis, Credit, Real Estate, Business Development, Portfolio Management, Mergers & Acquisitions, Lines Of Credit, Treasury Management, Loan Origination, Retail Banking, Commercial Mortgages
Education
The Ohio State University 1988 — 1993
BSBA, Finance, accounting
Lake
JPMorgan Chase November 2013 - Present
JP Morgan Chase July 2010 - Present
The Ohio State University August 2007 - July 2010
University of North Texas January 2006 - June 2007
Bank of America September 2000 - October 2005
Bank of America 1997 - 2000
Bank of America 1987 - 1997
Bank of America 1985 - 1987
Bank of America 1980 - 1985
Skills
Microsoft Office, Public Speaking, Strategic Planning, Six Sigma, Coaching, Banking, Cash Management, Process Improvement, Business Process..., Mentoring, Team Building, Customer Relations, Performance Management, Problem Solving, Cross-functional Team..., Compliance, Leadership Development, Treasury Management, Commercial Banking, Budgets, Product Management, Strategy, Training, Change Management, Financial Services, Management, Project Management, Human Resources, Portfolio Management, Recruiting, Sales, Customer Service, Relationship Management
Education
The University of Dallas 1986 — 1988
MBA, Corporate Finance
The Ohio State University 1973 — 1977
BS, Education
Regions Financial Corporation October 2014 - Present
Bank of America October 2000 - October 2014
Skills
Loans, Credit, Banking, Credit Analysis, Credit Cards, Credit Risk, Small Business Lending, Consumer Lending, Commercial Banking, Risk Management, Financial Risk, Call Centers, Process Improvement, Retail Banking, Cross Selling, Budgets, Lines Of Credit, Loan Origination, Mortgage Lending
Education
The Ohio State University 1995 — 2000
New York Life Insurance August 2006 - Present
Bank of America 2005 - 2006
Accenture 2005 - 2005
City of Warrensville Heights April 2001 - December 2004
Education
Weatherhead School of Management at Case Western Reserve University 2002 — 2004
Master's in Business Administration, Accounting and Management
The Ohio State University 1996 — 2000
BA, Journalism
Bank of America February 2001 - Present
Liebert Corporation July 1998 - February 2001
Qwest March 1997 - July 1998
Skills
Cross-functional Team..., Strategy Development, I Deliver Results, Program Management, IT Strategy, Testing, IT Management, SDLC, Mergers, Software Development, Team Management, Business Analysis, Business Process..., Process Improvement, Project Portfolio..., Six Sigma, Strategy, Vendor Management
Education
The Ohio State University 1990 — 1995
Bachelor of Science, Environmental Science & Engineering
TD July 2013 - Present
TD December 2012 - July 2013
Bank of America June 2010 - November 2012
Bank of America January 2006 - June 2010
Freddie Mac April 2004 - September 2005
GE Aviation March 2000 - April 2004
GE Capital April 1994 - April 2000
IBM December 1989 - January 1994
GEODYNAMICS 1985 - 1989
NATIONAL SECURITY AGENCY 1983 - 1985
Skills
SDLC, IT Strategy, Data Warehousing, Enterprise Architecture, Vendor Management, Business Analysis, Risk Management, PMO, Business Intelligence, Process Improvement, Integration, Disaster Recovery, Project Portfolio..., Program Management, Outsourcing, IT Management, CRM, Project Delivery, Enterprise Software, Program Management..., Management Coaching, Requirements Gathering, Business Process, Strategic Technology..., PMP, Strategic Partnerships, Analytics, Information Technology..., Requirements Analysis, Management, Software Development, IT Operations, Motivational Speaking, Strategy, Software Project..., Technology Coaching, IT Executive Management, Energetic Leader
Education
The Ohio State University 1979 — 1983
Bachelor of Science (B.S.), Computer and Information Sciences, General
SunTrust Bank October 2010 - Present
Wells Fargo December 2005 - October 2010
Bank of America January 2008 - January 2009
Skills
Private Banking, Credit, Trust Services, Private Wealth..., Financial Planning
Education
The Ohio State University
Bachelor of Science, Finance and Financial Management Services
The Cleveland Clinic August 2014 - Present
Bank of America September 1997 - December 2012
Convention and Visitors Bureau of Greater Cleveland April 1992 - August 1996
Skills
Credit, Banking, Customer Service, Credit Analysis, Portfolio Management, Credit Risk, Financial Analysis, Financial Risk, Risk Management, Cash Management, Corporate Finance, Mortgage Lending, Commercial Banking, Financial Modeling, Sales, Hotels, Marketing, Leadership, Executive Management, Competitive Analysis, Accounting, Business Development, Budgets, Event Planning, Start-ups, Call Centers, Finance, Process Improvement
Education
Brush High School 1985 — 1989
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The Ohio State University 1985 — 1989
Communication, General
Bank of America April 2005 - Present
Deutsche Bank June 1999 - March 2005
Skills
AML, Visio, Risk Management, Access, KYC, MIS, Business Intelligence, Operational Risk, Lotus Notes, Financial Risk, Anti Money Laundering, Microsoft Office, Credit Risk, Financial Analysis
Education
The Ohio State University 1986 — 1991
Bachelor of Arts (B.A.), International Studies
Westar Energy August 2014 - May 2015
Consolidated Edison June 2014 - July 2014
Insurance Company of the West May 2014 - June 2014
Erie Insurance Group February 2014 - April 2014
Venture Solutions Inc January 2014 - February 2014
Bank of America April 2013 - December 2013
Allstate Insurance August 2007 - March 2013
Bank of America 2005 - 2007
KeyBank May 2005 - September 2005
Skills
HP Exstream, SDLC, Dialogues, Knowledge Transfer, Business Analysis, Requirements Analysis, Testing, Solutions Architect, Document Management, Software Project..., Solution Architecture, Integration, Enterprise Architecture, Visio, Requirements Gathering, Software Development, Enterprise Software, Systems Analysis, Business Process, Business Intelligence, IT Strategy, Enterprise Content..., SharePoint, SOA, Business Process..., PMP, Consulting
Education
The Ohio State University
Bachelor's degree, Industrial Engineering
The Ohio State University
Bachelor of Science (B.S.), Computer and Information Sciences, General
Darden October 2014 - Present
Bank of America January 2013 - Present
Reynolds American September 2007 - Present
American Electric Power July 2004 - Present
PepsiCo August 2001 - May 2009
Pepsi Bottling Group June 2000 - August 2001
PepsiCo June 1999 - June 2000
Skills
Financial Analysis, Business Strategy, Accounting, Internal Audit, Risk Management, Financial Management, Corporate Governance, Strategic Planning, SOX, Financial Reporting, Budgeting, Business Planning, Forecasting, Financial Modeling, Corporate Finance, Internal Controls, Due Diligence, Compliance, Financial Planning, Cash Management, Team Building, Change Management, Contract Negotiation, Negotiation, Credit, Auditing, Leadership Development, Planning, Problem Solving, Audit, Coaching, SEC reporting, Business Process..., Insurance, Cross-functional Team..., Strategy, Process Improvement, Managerial Finance, SEC filings, Mergers & Acquisitions, Sarbanes-Oxley Act, Strategic Financial..., Investor Relations, Budgets, Tax, Treasury, Project Planning
Education
The Ohio State University 1972 — 1976
BSBA, Finance/Accounting
Bank of America May 2010 - Present
Bank of America 2001 - 2008
The Ohio State University 1991 - 1998
Education
The University of Chicago 2000 — 2001
The Ohio State University 1991 — 1998
PhD, Mathematics
University of California Berkeley May 2000 - Present
Bank of America May 1985 - August 1999
Education
The Ohio State University
M.A., European History
Fannie Mae January 2015 - Present
Bank of America December 2011 - January 2015
IndyMac Securities Corp President January 2006 - January 2008
WaMu Capital Corp January 2001 - January 2006
Countrywide Credit Industries January 1995 - January 2000
UBS January 1992 - January 1994
Skills
Mortgage Lending, Fixed Income, MBS, Risk Management, Loans, Financial Modeling, Portfolio Management, Bonds, Credit Risk, Financial Risk, Banking, Asset Managment, Funding, Mortgage Banking, Derivatives, Asset Management
Education
The Ohio State University 1975 — 1978
BA, Economics
Grow Condos, Inc. June 2014 - Present
Joann Z Cleckner, CPA January 1990 - Present
Sonoma County District Attorney March 2011 - January 2012
Joann Z. Cleckner, CPA January 1990 - January 2002
Alameda County Community Food Bank January 1994 - January 1996
Grant & Smith, CPA's January 1987 - January 1990
Self-Employed January 1985 - January 1987
Bank of America January 1980 - January 1985
Skills
Bookkeeping, Tax, Accounting, Customer Service, Legal Research, Budgets, Nonprofits, Wills, Auditing, Small Business, Public Speaking, Trusts, CPA, Mediation, Legal Writing, Legal Assistance, Commercial Litigation, Courts, Trials, Real Estate, Litigation, Hearings
Education
Empire College of Law 2008 — 2012
JD, Law
Sonoma State University 1978 — 1980
BS, Accounting
The Ohio State University 1972 — 1974
MA, Public Administration
The Ohio State University 1968 — 1972
BA, Comprehensive Social Studies & Psyc.
Our Lady of the Elms 1963 — 1967
H.S.
JP Morgan Chase November 2009 - Present
National City, now part of PNC January 2009 - August 2009
National City Bank April 2007 - December 2008
National City Bank April 2005 - March 2007
Bank of America March 2001 - April 2005
PricewaterhouseCoopers 1986 - 2001
Coopers & Lybrand 1986 - 1997
Skills
Risk Management, Finance, Six Sigma, Financial Modeling, Internal Controls, Financial Analysis, Mergers & Acquisitions, Banking, Project Planning, Treasury Management, Financial Services, Forecasting, Strategic Planning, Due Diligence, Accounting, Auditing
Education
Executive Development Program at National City 2009 — 2009
Stonier Graduate School of Banking 1995 — 1997
The Ohio State University 1981 — 1986
BSBA, Accounting
University of Cincinnati
Bank of America March 2003 - Present
Bank of America (formerly Countrywide Home Loans) 2003 - Present
Pacific Technology Services 2001 - 2003
Compuware 1996 - 2001
Skills
SDLC, Requirements Analysis, Software Quality..., Quality Assurance, Agile Methodologies, Quality Center, Risk Management, SQL, SharePoint, SOA, Program Management, Process Improvement, Business Analysis, Regression Testing, Visio, Requirements Gathering, Vendor Management, Test Planning, User Acceptance Testing, Software Development, MS Project, Agile Project Management, Integration, Software Project...
Education
The Ohio State University 1994 — 1996
United States Air Force Academy
TomatoBank, NA April 2005 - Present
Far East National Bank 2003 - 2005
Cal Fed Bank 2001 - 2003
Bank of America 1999 - 2000
Skills
Tax Preparation, Accounting, QuickBooks, Financial Reporting, Bookkeeping, Financial Analysis, Banking, Budgets, Microsoft Excel, Customer Service, Credit, Loans, Management
Education
University of Southern California 1981 — 1982
MPA, Marketing, Public Administration, Environmental Management
The Ohio State University 1973 — 1977
Bachelor of Arts (B.A.), Economics, Communications
Scarsdale High School
Bank of America August 2012 - Present
Bank of America December 2010 - August 2012
Ford Motor Credit Company January 2008 - February 2010
Ford Motor Credit Company February 2006 - December 2007
Ford Motor Credit Company October 2004 - February 2006
Ford Motor Credit Company August 2001 - September 2004
Ford Motor Credit Company June 2000 - August 2001
Ford Motor Credit Company February 1993 - June 2000
Skills
New Business Development, Risk Management, Process Improvement, Portfolio Management, Sales, Strategy, Leadership, Finance, Management, Sales Management, Credit, Loans, Competitive Analysis, Operations Management, Team Building, Sales Operations, Negotiation, P&L Management, Business Development, Program Management, Banking, Financial Analysis, Retail, Forecasting, Executive Management, Relationship Management, Credit Analysis, Commercial Lending, Customer Retention
Education
The Ohio State University
Bachelor's Degree, Business Administration and Management, General
The Results Companies March 2015 - Present
Professional Referee Organization January 2008 - Present
Professional Soccer Referees Association (PSRA) January 2013 - Present
Chase July 2014 - March 2015
Rayonier April 2014 - July 2014
Deutsche Bank January 2014 - April 2014
Florida Blue March 2013 - June 2013
Bank of America October 2011 - April 2012
CFISOA January 2010 - January 2012
FC JAX Soccer November 2010 - August 2011
Skills
Program Management, Leadership, Management, Training, Strategic Planning, Project Management, Team Building, Team Leadership, Event Planning, CRM, Budgets, Public Speaking, Coaching, New Business Development, Process Improvement, Nonprofits, Time Management, Change Management, Start-ups, Analysis, Enterprise Software, Account Management, Cross-functional Team..., Business Analysis, Project Planning, Business Development, Event Management, Teamwork, Sports, Leadership Development, Strategy, Integration, Marketing, Access, Marketing Strategy, Operations Management, Sales, Contract Negotiation, Vendor Management, Business Strategy, Sports Management, Entrepreneurship, Organizational..., Budget, Innovation Development
Education
The Ohio State University 1988 — 1993
BS, Consumer Affairs
Bank of America 2011 - Present
Bank of America 2008 - 2010
GE Polymershapes 2000 - 2002
GE 1991 - 2000
GE Lighting 1988 - 1991
GE Lighting 1986 - 1988
Skills
Process Excellence, Business Process..., Lean Sigma, Operational Excellence, Six Sigma, Program Management, DMAIC, Business Process..., Business Process, Supply Chain, Process Improvement, Manufacturing, Leadership, Project Management, Business Transformation, Management, Process Engineering, Change Management, Project Portfolio..., Risk Management, Cross-functional Team..., PMO, Vendor Management, Strategy, Business Analysis
Education
The Ohio State University
The University of Akron
Bachelor of Science (B.Sc.), Applied Mathematics
xOverTime 2010 - Present
Kaiser Permanente June 2010 - 2013
Bank of America 1981 - 2006
Skills
SDLC, Process Improvement, PMP, Disaster Recovery, Vendor Management, Business Analysis, Cross-functional Team..., Requirements Analysis, Visio, Enterprise Architecture, Business Intelligence
Education
University of San Francisco 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Information Technology
The Ohio State University 1971 — 1977
Bachelor's degree, Computer Science
Fifth Third Bank May 2015 - Present
TD Auto Finance December 2011 - May 2015
BB&T February 2010 - December 2011
Alphera Financial Services/BMW 2008 - 2009
Sovereign Bank 2006 - 2008
BB&T 2006 - 2006
Bank of America 2004 - 2006
Wachovia Bank 1993 - 2004
Skills
Business Development, Credit Analysis, New Business Development, Competitive Analysis, Relationship Management, Credit, Account Management, Loans, Underwriting, CRM, Management, Portfolio Management, Sales, Process Improvement, Negotiation, Marketing Strategy, Strategic Planning, Finance, Business Analysis, Selling, Banking, Consumer Lending, Training, Sales Process, Profit, Risk Management, Sales Management, Leadership, Coaching, Credit Risk, Commercial Lending, Customer Satisfaction, Retail, Customer Retention, Financial Analysis, Start-ups, Executive Management, Financial Risk, Forecasting, Call Centers, Insurance, Mergers & Acquisitions, Mortgage Lending, Pricing, Performance Management, Market Analysis, Retail Banking, Loss Mitigation, Financial Services, Loan Origination
Education
The Ohio State University 1987 — 1992
B.S.B.A.
River View High School
Bank of America April 2013 - Present
Wells Fargo Bank June 2012 - September 2012
Wells Fargo Bank June 2009 - March 2012
Bank of America 1995 - 2009
Union Bank July 1988 - November 1995
Education
The Chinese University of Hong Kong
Bachelor of Arts (BA)
The Ohio State University
Master of Arts (MA)
Bank of America July 2001 - Present
Education
The Ohio State University 1992 — 1997
B.S. in Journalism, Journalism, Public Relations
ProEd Communications January 2014 - Present
Cleveland Cinemas March 2008 - November 2013
JPMorgan Chase June 2006 - March 2008
Bank of America September 2001 - June 2006
Skills
QuickBooks, Banking, Credit Information, Theaters, Accounts..., Accounting, Reconcilement, Account Reconciliation, Strategic Planning
Education
The Ohio State University 1996 — 2001
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Brecksville Broadview Heights High School
Bank of America May 2010 - Present
Nationwide Insurance January 2008 - April 2010
Skills
Derivatives, ALM, SAS, Fixed Income, R, Risk Management, Market Risk, Financial Modeling, Quantitative Analytics, Quantitative Finance
Education
The Ohio State University 2004 — 2007
M.S., Mathematics, Applied Statistics
University of Science and Technology of China 2000 — 2004
B.S., Mathematics
JPMorgan Chase March 2012 - Present
JP Morgan Chase May 2009 - March 2012
JPMorgan Chase July 1997 - December 2007
Bank One July 1991 - July 1993
Bank of America January 1989 - June 1991
Bank of America July 1987 - June 1989
Skills
Treasury Services, Treasury Management, Cash Management, ACH, Banking, Electronic Payments, Payments, Commercial Banking, Internet Banking, Credit Cards, Product Management, Portfolio Management, Retail Banking, Relationship Management, Product Development
Education
The Ohio State University
BSBA, Marketing, Economics
Ally Financial, Inc. March 2009 - April 2012
Bank of America 2001 - 2009
Nationwide Insurance June 1993 - June 2001
Skills
Risk Management, Retail Banking, Program Management, Banking, PMO, Change Management, Process Improvement, Vendor Management, Six Sigma, Cross-functional Team..., Portfolio Management, Project Portfolio..., Leadership, Business Analysis, Business Process..., Business Process, PMP, IT Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 1992 — 1994
Master of Labor & Human Resources, Human Resources
The Ohio State University 1987 — 1991
Bachelor of Science, Psychology
Nationwide Insurance 2013 - 2013
Bank of America 2007 - 2013
Best Buy 2003 - 2007
Wells Fargo Home Mortgage 1998 - 2003
Nationwide Insurance 1993 - 1998
Skills
Analytics, Banking, Market Research, Retail Marketing, Financial Services, Statistical Modeling, Segmentation, Customer Loyalty..., ROI Optimization, Competitive Intelligence, Consumer Product Testing
Education
The Ohio State University 1990 — 1994
Doctor of Philosophy (Ph.D.), Sociology, with areas of focus in statistics and research methodology
Bank of America April 2011 - Present
Bank of America July 2007 - April 2011
Bank of America February 2006 - July 2007
Bank of America March 2003 - February 2006
UBS PaineWebber January 1999 - January 2003
Smith Barney January 1991 - January 1999
Skills
Banking, Credit, Loans, Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Risk Management, Credit Risk, Mortgage Lending, Loan Origination, Consumer Lending, Leadership
Education
The Ohio State University 1986 — 1990
BA, International Business
The Ohio State University 1986 — 1990
Bachelor's degree, International Relations and Affairs
Bank of America March 2013 - Present
American Equity Mortgage January 2012 - February 2013
Jurist Public Relations & Consulting September 2009 - September 2011
Jurist Public Relations & Consulting January 2008 - September 2009
JP Morgan Chase November 2005 - November 2007
Verizon Wireless September 2004 - November 2005
Bank One April 2000 - August 2004
Skills
Mortgage Lending, Real Estate, Loans, Underwriting, Credit, Insurance, Customer Service, Negotiation, Sales, Public Speaking, Strategic Planning, Recruiting, Account Management, Management
Education
The Keller Graduate School of Management 2010 — 2013
Masters, Public Administration
The Ohio State University 1998 — 2004
Bachelors of Arts, Political Science, Economics
JPM Chase February 2012 - Present
Hyundai Motor America February 2011 - February 2012
Bank of America July 2010 - January 2011
Almansor Center March 2009 - November 2009
Compton Unified School District November 2006 - November 2008
Alliance Academy November 2003 - March 2006
Skills
Banking, Customer Service, Credit, Loans, Analysis, Finance, Financial Services, Microsoft Excel, Mortgage Banking, Negotiation, Sales, Credit Analysis
Education
The National University 2004 — 2012
Masters, Education; Special Education (Mild/Moderate)
The National University 1996 — 2002
C.L.A; a Bachelor of Arts, History & Chicano; Studies
Muskingum University June 2013 - Present
DeVry University 2008 - June 2013
JP Morgan Chase 2007 - 2008
Bank of America 2006 - 2007
Skills
Leadership, Team Building, New Business Development, Sales Management, Public Speaking, Higher Education, CRM, Management, Strategy, B2B, Cross-functional Team..., Program Management, Sales Operations, Solution Selling, Training, Business Development, Leadership Development, Sales, Strategic Planning
Education
Keller Graduate School of Management 2009 — 2012
Master of Business Administration (M.B.A.), Finance
The Ohio State University
Bachelor's degree, Economics
Bank of America February 2004 - Present
Bank of America June 2003 - February 2004
Bank of America May 1999 - June 2003
Bank of America September 1986 - May 1999
Bank of America July 1985 - September 1986
Huntington National Bank June 1983 - July 1985
Huntington National Bank June 1981 - June 1983
Skills
Trust Services, Estate Planning, Wealth Management, Portfolio Management, Internal Audit, Branch Management, Credit, Banking, Loans, Finance, Financial Services, Securities, Accounting
Education
The Ohio State University 1978 — 1981
Bachelor of Science (B.S.), Finance, General
Upper Arlington H.S. 1975 — 1977
High School
Credit Suisse July 2011 - Present
Modern Bank, N.A. September 2010 - March 2011
Herald National Bank 2008 - 2010
HSBC Private Bank 1996 - 2008
Bank of America 1990 - 1994
Skills
Private Banking, Banking, Credit, Portfolio Management, Wealth Management, Credit Analysis, Commercial Banking, Capital Markets, Investments, Commercial Lending, Hedge Funds, Financial Risk, Risk Management, Series 7, Alternative Investments, Asset Managment, Equities, Corporate Finance, Credit Risk, Wealth Management..., Loans, Securities, Fixed Income, Financial Structuring, AML, Financial Services
Education
The Ohio State University
Masters of Arts, History
First Guaranty Mortgage Corporation® August 2015 - Present
GTE Financial October 2014 - August 2015
JC3 & Associates October 2013 - October 2014
Residential Finance April 2013 - August 2013
Fifth Third Bank November 2012 - April 2013
Universal American Mortgage Corporation April 2012 - October 2012
Bank of America March 2009 - February 2012
JPMorgan Chase October 1996 - December 2008
Skills
Underwriting, Credit, Loans, Mortgage Lending, Mortgage, FHA, Research, Analysis, Marketing Concepts, Professional Networking, Writing Skills, Corporate Communications, Attention To Detail, Development Of Policies, Procedures Manuals, Federal Regulations, Compliance, Auditing, Evaluation, Customer Relations, Training & Development, Management, Financial Risk, Mortgage Banking, Loan Origination, Residential Mortgages, Customer Service, Mortgage Underwriting, Refinance, Marketing, Credit Analysis, Banking, Consumer Lending, Loss Mitigation, USDA, Mortgage Servicing, Loan Servicing, Training, Relationship Management, Credit Risk, Interviews, Financial Analysis, VA loans, FHA financing, Coaching, Team Building, Real Estate, Investment Properties, Foreclosures, Fraud
Education
DeVry University 2003 — 2007
Bachelors, Business Management/Marketing
The Ohio State University 1993 — 1995
Bachelor of Arts, Pre-law
Jefferies & Company November 2012 - Present
Bank of America Merrill Lynch February 2012 - December 2012
Bank of America May 2010 - January 2012
Merrill Lynch April 2007 - April 2010
Rosenthal Collins Group November 2005 - March 2007
Cargill September 2004 - November 2005
Cargill May 2004 - September 2004
NCR Corporation June 2003 - May 2004
Education
The Ohio State University 1999 — 2003
BSBA, Finance
NFA Series 3 License
MC Sign Company October 2012 - Present
Bank of America October 2004 - May 2012
Bank of America February 2001 - September 2004
Bank of America April 2000 - January 2001
Elk & Elk Co., Ltd. September 1999 - March 2000
Skills
Training, Sales, Risk Management, Management, Loans, Financial Services, Financial Risk, Customer Service, Credit Risk, Credit Cards, Credit Analysis, Banking, CRM, Credit, Accounting
Education
The Ohio State University 1993 — 1997
BA, Sociology/Criminal Justice
Wells Fargo Financial May 2011 - Present
Bank of America June 2010 - May 2011
Bank of America July 2007 - June 2010
Marathon Petroleum Company November 2000 - July 2006
Stahl / Scott Fetzer Company August 1999 - November 2000
Skills
Six Sigma Green Belt, Analytics, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Project, Microsoft Visio, Microsoft Access, Kanban, Problem Solving, Quality Center
Education
University of Findlay 2001 — 2003
Master of Business Administration (M.B.A.), Operations Management
The Ohio State University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Operations Management
The Ohio State University 1995 — 1999
Bachelor of Science (B.S.), Biology, General
Bank of America October 2014 - Present
Bank of America November 2012 - October 2014
Bank of America August 2012 - November 2012
Bank of America June 2011 - July 2012
Skills
SQL, Credit, Portfolio Management, Credit Risk, Loans, Analysis, Financial Analysis, Risk Management, Financial Risk, Economics, VBA, Underwriting, Analytics, Credit Analysis, Financial Modeling, Commercial Lending, Commercial Banking, Cash Flow, MS Excel Pivot Tables, Microsoft Excel, JMP
Education
The Ohio State University 2006 — 2010
Bachelor of Science (BS), Economics
Bank of America 1994 - 2012
Skills
Java, J2EE Application..., Servlets, Struts, JSP, JavaScript, HTML, JSF, RichFaces, AJAX, MySQL, Oracle SQL Developer, Websphere, Tomcat, ClearCase, Eclipse, Cobol (Tandem), SCOBOL, TAL, Pathway
Education
University of Massachusetts, Amherst
Bachelor of Science (BS), Mathematics
The Ohio State University
Graduate Work, Mathematics
Bank of America September 2010 - Present
UNC Charlotte February 2009 - August 2010
TEKsystems August 2008 - February 2009
CT Communications July 1995 - August 2008
Skills
Metadata Management, Data Quality, Data Governance, Data Profiling, Provisioning, Strategic Planning, Information Architecture, Information Management, Information Design, Data Modeling, Resource Management, Mentoring, Team Leadership, Strategic Leadership, ETL Tools, Oracle SQL, Oracle Discoverer, SQL, Microsoft SQL Server, Operating Budgets, Capital Budgeting, Standards Compliance, Compliance Testing, Solution Architecture, Business Intelligence, Business Process..., Data Quality Control, Reference Data, Reference Architecture, Relational Databases, Relational Data Modeling, Dimensional Modeling, Semantics, Cross-functional Team..., Databases, SOA, Data Architecture, Data Warehousing, Integration, ETL, Enterprise Architecture, Oracle
Education
The Ohio State University
Information Technology, 3.8
Bank of America July 2012 - Present
Skills
Mortgage Lending, Banking
Education
The Ohio State University 1994 — 1998
Bachelor of Arts (B.A.), Psychology
New York Life Insurance Company 2014 - Present
Bank of America March 2012 - February 2013
Skills
Customer Satisfaction, Office Administration, Administrative..., Typing, People Skills, Sales Process, Computer Proficiency
Education
The New England Institute of Art 2003 — 2005
Associate of Science (A.S.), Audio Production, 12
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America June 2007 - June 2011
Bank of America June 2004 - June 2008
Chevy Chase Bank June 2001 - June 2004
Bank Of New York Trust CO Na June 1996 - June 2000
Skills
Management, Banking, Credit, Risk Management, Portfolio Management, Loans, Credit Analysis, Financial Analysis, Credit Risk, Retail Banking
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America 2004 - Present
Toll Brothers May 2001 - September 2003
Adam's Mark Hotel September 1997 - August 2000
Skills
Loans, Mortgage Lending, Consumer Lending, Mortgage Banking, Loan Origination, Accounts Payable, Management, Event Management, Quality Control, Communication, Event Planning, Problem Solving, Data Analysis, Creative Writing, Customer Service
Education
The Ohio State University 1989 — 1994
Bachelor of Arts (BA)
Bank of America October 2010 - Present
Bank of America October 2007 - October 2010
Option One Mortgage July 2003 - August 2007
Education
The Master's College 1996 — 1998