Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Vicky Tang Vicky Tang's Bank of America Experience March 2004 - October 2004
Job Global Crude Oil Trading Strategist at Phillips 66
Industry Oil & Energy
Experience
Phillips 66 November 2012 - Present
Occidental Energy Marketing, Inc June 2011 - November 2012
BP January 2006 - May 2011
Bank of America Global Capital Markets October 2004 - December 2005
Bank of America March 2004 - October 2004
Fortune Mortgage Company May 2002 - January 2004
China Construction Bank June 1999 - July 2000
Skills
Trading, Derivatives, Fixed Income, Commodity, Hedging, Commodity Markets, Risk Management, Finance, Analysis, Financial Modeling, Energy, Financial Analysis, Portfolio Management, Banking
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration, Finance
University of Greenwich 2000 — 2002
Master of Science, Finance and Banking, Master of Science with Credit
Yunnan University 1995 — 1999
Bachelor of Arts, Economics
Phillips 66 November 2012 - Present
Occidental Energy Marketing, Inc June 2011 - November 2012
BP January 2006 - May 2011
Bank of America Global Capital Markets October 2004 - December 2005
Bank of America March 2004 - October 2004
Fortune Mortgage Company May 2002 - January 2004
China Construction Bank June 1999 - July 2000
Skills
Trading, Derivatives, Fixed Income, Commodity, Hedging, Commodity Markets, Risk Management, Finance, Analysis, Financial Modeling, Energy, Financial Analysis, Portfolio Management, Banking
Education
The University of Chicago - Booth School of Business 2007 — 2010
Master of Business Administration, Finance
University of Greenwich 2000 — 2002
Master of Science, Finance and Banking, Master of Science with Credit
Yunnan University 1995 — 1999
Bachelor of Arts, Economics
Jason Cardella, CFA Jason Cardella, CFA's Bank of America Experience April 2010 - May 2012
Job Associate at Capital One
Industry Financial Services
Experience
Capital One January 2014 - Present
BMO Capital Markets June 2013 - January 2014
BMO Capital Markets June 2012 - August 2012
Bank of America April 2010 - May 2012
Protiviti August 2005 - March 2010
ABN AMRO 2007 - 2009
ABN AMRO 2006 - 2007
Mesirow Financial June 2004 - August 2004
Mesirow Financial June 2003 - August 2003
Skills
Capital Markets, Derivatives, Financial Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance, Finance, Entrepreneurship
University of Notre Dame 2001 — 2005
B.A., Finance, Political Science
Capital One January 2014 - Present
BMO Capital Markets June 2013 - January 2014
BMO Capital Markets June 2012 - August 2012
Bank of America April 2010 - May 2012
Protiviti August 2005 - March 2010
ABN AMRO 2007 - 2009
ABN AMRO 2006 - 2007
Mesirow Financial June 2004 - August 2004
Mesirow Financial June 2003 - August 2003
Skills
Capital Markets, Derivatives, Financial Risk, Interest Rate...
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Analytical Finance, Finance, Entrepreneurship
University of Notre Dame 2001 — 2005
B.A., Finance, Political Science
Sibo Liu Sibo Liu's Bank of America Experience May 2014 - February 2015
Job Technology Consultant at Deloitte
Industry Banking
Experience
Deloitte February 2015 - Present
Bank of America May 2014 - February 2015
Sears Holdings Corporation September 2013 - May 2014
Skills
C++, Java, Linux, PHP, Spring, MySQL, JUnit, Financial Statement..., Quantitative Analytics, Regression Analysis, Cassandra, Weblogic, Spring Framework, jQuery, Hibernate, Tomcat, Scala, Groovy, JMS, JBoss Application Server, Maven
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
University of California, Los Angeles 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Deloitte February 2015 - Present
Bank of America May 2014 - February 2015
Sears Holdings Corporation September 2013 - May 2014
Skills
C++, Java, Linux, PHP, Spring, MySQL, JUnit, Financial Statement..., Quantitative Analytics, Regression Analysis, Cassandra, Weblogic, Spring Framework, jQuery, Hibernate, Tomcat, Scala, Groovy, JMS, JBoss Application Server, Maven
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
University of California, Los Angeles 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Cara (Prell) Schaller Cara (Prell) Schaller's Bank of America Experience August 2006 - November 2007
Job Business Analysis Manager at Starbucks
Industry Retail
Experience
Starbucks March 2015 - Present
Starbucks January 2014 - March 2015
U.S. Trust April 2011 - March 2013
U.S. Trust November 2007 - April 2011
Bank of America August 2006 - November 2007
Women's Wilderness Institute May 2005 - August 2005
Skills
Asset Management, Banking, Fixed Income, Cross-functional Team..., Investments, Microsoft Excel, Equities, Competitive Analysis, Investment Management, Strategic Planning, Financial Modeling, Asset Allocation, Portfolio Management, Financial Analysis, Strategic Financial..., Wealth Management, Series 7, Alternative Investments, Management, Analysis, Finance, Corporate Finance, Due Diligence, Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Starbucks March 2015 - Present
Starbucks January 2014 - March 2015
U.S. Trust April 2011 - March 2013
U.S. Trust November 2007 - April 2011
Bank of America August 2006 - November 2007
Women's Wilderness Institute May 2005 - August 2005
Skills
Asset Management, Banking, Fixed Income, Cross-functional Team..., Investments, Microsoft Excel, Equities, Competitive Analysis, Investment Management, Strategic Planning, Financial Modeling, Asset Allocation, Portfolio Management, Financial Analysis, Strategic Financial..., Wealth Management, Series 7, Alternative Investments, Management, Analysis, Finance, Corporate Finance, Due Diligence, Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2013
Master of Business Administration (MBA)
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Don Kim, CFA Don Kim, CFA's Bank of America Experience July 2014 - Present
Job
Industry Banking
Experience
Bank of America July 2014 - Present
Northern Trust November 2012 - June 2014
Bank of America Merrill Lynch September 2010 - November 2012
BBCN Bank January 2005 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of California, Berkeley
Bachelor of Arts (BA), Economics, 3.7
Bank of America July 2014 - Present
Northern Trust November 2012 - June 2014
Bank of America Merrill Lynch September 2010 - November 2012
BBCN Bank January 2005 - August 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance, 3.6
University of California, Berkeley
Bachelor of Arts (BA), Economics, 3.7
Rick Herbst Rick Herbst's Bank of America Experience April 2014 - November 2014
Job Data Architecture and Project Manager, Technology at Hasbro Wizards of the Coast
Industry Information Technology and Services
Experience
Hasbro - Wizards of the Coast April 2015 - Present
Wizards of the Coast April 2015 - Present
Inviad Partners LLC December 2013 - Present
Delhaize Group December 2014 - April 2015
Bank of America April 2014 - November 2014
Bridgewater Associates December 2012 - November 2013
PNC Financial Services June 2001 - September 2012
Skills
Product Marketing, SDLC, Communication Training, Plannning, Vendor Management, project planning, Project Finance, Banking, SMB, Curriculum Development, Software Project..., Program Management, Project Planning, Project Management, Management Consulting, Integration, Strategy, Management, Product Management, IT Strategy, Leadership, Mainframe, Project Portfolio..., Enterprise Architecture, Visio, Business Analysis, SharePoint, Process Improvement, Change Management, Mergers & Acquisitions, Disaster Recovery, Business Process..., Requirements Analysis, Business Process, Consulting, Risk Management, Architectures
Education
The University of Akron 1986 — 1991
Bachelor Science, Comp Sci, Education, Economics
The University of Akron 1986 — 1991
Bachelor's degree
Hasbro - Wizards of the Coast April 2015 - Present
Wizards of the Coast April 2015 - Present
Inviad Partners LLC December 2013 - Present
Delhaize Group December 2014 - April 2015
Bank of America April 2014 - November 2014
Bridgewater Associates December 2012 - November 2013
PNC Financial Services June 2001 - September 2012
Skills
Product Marketing, SDLC, Communication Training, Plannning, Vendor Management, project planning, Project Finance, Banking, SMB, Curriculum Development, Software Project..., Program Management, Project Planning, Project Management, Management Consulting, Integration, Strategy, Management, Product Management, IT Strategy, Leadership, Mainframe, Project Portfolio..., Enterprise Architecture, Visio, Business Analysis, SharePoint, Process Improvement, Change Management, Mergers & Acquisitions, Disaster Recovery, Business Process..., Requirements Analysis, Business Process, Consulting, Risk Management, Architectures
Education
The University of Akron 1986 — 1991
Bachelor Science, Comp Sci, Education, Economics
The University of Akron 1986 — 1991
Bachelor's degree
Sarah-Jessica Ellison Sarah-Jessica Ellison's Bank of America Experience 2004 - 2006
Job Financing New Handheld Product Designs; Director of Investments & Business Acquisitions at Yahoo
Industry Real Estate
Experience
Yahoo December 2013 - Present
Apple 2009 - Present
Trump Mortgage 2008 - 2009
Sunbelt Business Brokers 2006 - 2008
University of Michigan Ross School of Business 2005 - 2006
Bank of America 2004 - 2006
Time Warner Cable 2001 - 2003
America Online 1997 - 1999
Skills
Strategic Partnerships, Mobile Devices, Product Marketing, Investments, Cross-functional Team..., Product Management, Strategy, Competitive Analysis, Start-ups, Business Development, Market Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), M&A, Service Oriented / Customer Oriented Businesses
University of Michigan - Stephen M. Ross School of Business
Executive Education, General Management / Finance
University of Virginia
Bachelor's Degree, Advertising & Marketing
University of Virginia Darden School of Business
Doctor of Philosophy (Ph.D.)
Yahoo December 2013 - Present
Apple 2009 - Present
Trump Mortgage 2008 - 2009
Sunbelt Business Brokers 2006 - 2008
University of Michigan Ross School of Business 2005 - 2006
Bank of America 2004 - 2006
Time Warner Cable 2001 - 2003
America Online 1997 - 1999
Skills
Strategic Partnerships, Mobile Devices, Product Marketing, Investments, Cross-functional Team..., Product Management, Strategy, Competitive Analysis, Start-ups, Business Development, Market Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), M&A, Service Oriented / Customer Oriented Businesses
University of Michigan - Stephen M. Ross School of Business
Executive Education, General Management / Finance
University of Virginia
Bachelor's Degree, Advertising & Marketing
University of Virginia Darden School of Business
Doctor of Philosophy (Ph.D.)
Alice Middleton Alice Middleton's Bank of America Experience January 2012 - June 2013
Job Marketing Database Consultant for Digital Channels Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo October 2013 - March 2014
Bank of America January 2012 - June 2013
Bank of America February 2008 - January 2012
Bank of America August 2003 - February 2008
Bank of America February 1998 - August 2003
Bank of America March 1980 - February 1998
Skills
Mergers & Acquisitions, Analysis, Strategic Planning, Business Intelligence, Credit, Financial Modeling, Mortgage Lending, Data Analysis, Banking, Program Management, Business Analysis, Risk Management, Credit Cards, Data Warehousing, Analytics, Loans, Vendor Management, Enterprise Architecture, Change Management, Financial Risk, SDLC, Financial Services, Credit Analysis, Financial Analysis, Business Strategy, Process Improvement, Credit Risk, Relationship Management, Retail Banking, Strategy, Portfolio Management, Commercial Banking, SAS, E-commerce, Data Modeling, Team Management, SQL
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of Kansas
Bachelor's degree, Mathematics and English
Wells Fargo April 2014 - Present
Wells Fargo October 2013 - March 2014
Bank of America January 2012 - June 2013
Bank of America February 2008 - January 2012
Bank of America August 2003 - February 2008
Bank of America February 1998 - August 2003
Bank of America March 1980 - February 1998
Skills
Mergers & Acquisitions, Analysis, Strategic Planning, Business Intelligence, Credit, Financial Modeling, Mortgage Lending, Data Analysis, Banking, Program Management, Business Analysis, Risk Management, Credit Cards, Data Warehousing, Analytics, Loans, Vendor Management, Enterprise Architecture, Change Management, Financial Risk, SDLC, Financial Services, Credit Analysis, Financial Analysis, Business Strategy, Process Improvement, Credit Risk, Relationship Management, Retail Banking, Strategy, Portfolio Management, Commercial Banking, SAS, E-commerce, Data Modeling, Team Management, SQL
Education
The University of Chicago - Booth School of Business
MBA, Finance and Statistics
University of Kansas
Bachelor's degree, Mathematics and English
Leigh-Anne Travers Leigh-Anne Travers's Bank of America Experience July 2001 - July 2004
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group July 2014 - Present
Bridgehouse Consulting February 2013 - Present
Accenture August 2011 - February 2013
United Airlines June 2010 - August 2010
US Navy October 2007 - January 2009
US Navy 2004 - 2009
US Navy October 2006 - October 2007
US Navy August 2004 - September 2006
Bank of America July 2001 - July 2004
Skills
Program Management, Process Improvement, Financial Modeling, Strategic Planning, Business Strategy, Management Consulting, Project Management, Strategy, Cross-functional Team..., Analysis, Leadership, Teamwork
Education
The University of Chicago - Booth School of Business
MBA
University of South Carolina-Columbia
Bachelor of Science (B.S.)
The Boston Consulting Group July 2014 - Present
Bridgehouse Consulting February 2013 - Present
Accenture August 2011 - February 2013
United Airlines June 2010 - August 2010
US Navy October 2007 - January 2009
US Navy 2004 - 2009
US Navy October 2006 - October 2007
US Navy August 2004 - September 2006
Bank of America July 2001 - July 2004
Skills
Program Management, Process Improvement, Financial Modeling, Strategic Planning, Business Strategy, Management Consulting, Project Management, Strategy, Cross-functional Team..., Analysis, Leadership, Teamwork
Education
The University of Chicago - Booth School of Business
MBA
University of South Carolina-Columbia
Bachelor of Science (B.S.)
Paul Lester Paul Lester's Bank of America Experience March 2010 - August 2014
Job Senior Software Developer at AIG
Industry Banking
Experience
AIG September 2014 - Present
Bank of America March 2010 - August 2014
SAIC August 2008 - March 2010
Bank of America May 2004 - June 2008
PDX January 2002 - June 2004
TXU Energy October 2000 - February 2002
NEC November 1998 - October 2000
Travelocity May 1998 - November 1998
BNSF Railway May 1996 - May 1998
Citi August 1995 - May 1996
Education
The University of Akron
AIG September 2014 - Present
Bank of America March 2010 - August 2014
SAIC August 2008 - March 2010
Bank of America May 2004 - June 2008
PDX January 2002 - June 2004
TXU Energy October 2000 - February 2002
NEC November 1998 - October 2000
Travelocity May 1998 - November 1998
BNSF Railway May 1996 - May 1998
Citi August 1995 - May 1996
Education
The University of Akron
Ben Tucker's Bank of America Experience August 2014 - Present
Job Assistant Vice President at Bank of America
Industry Telecommunications
Experience
Bank of America August 2014 - Present
Motorola Solutions February 2010 - August 2014
The University of British Columbia September 2007 - July 2009
Invoke Media April 2007 - September 2007
Extentia Information Technology 2002 - 2003
Skills
Python, c, C++, Unix Shell Scripting, Linux, Windows, Java, android, Mac OS X, SQL, Mercurial, Git, LaTeX
Education
The University of British Columbia 2003 — 2009
BSc, Computer Science
Bank of America August 2014 - Present
Motorola Solutions February 2010 - August 2014
The University of British Columbia September 2007 - July 2009
Invoke Media April 2007 - September 2007
Extentia Information Technology 2002 - 2003
Skills
Python, c, C++, Unix Shell Scripting, Linux, Windows, Java, android, Mac OS X, SQL, Mercurial, Git, LaTeX
Education
The University of British Columbia 2003 — 2009
BSc, Computer Science
Patrick Snow's Bank of America Experience May 2008 - April 2012
Job Loan Processor
Industry Financial Services
Experience
South University December 2013 - Present
Hunter Financial Group April 2012 - July 2013
Bank of America May 2008 - April 2012
Skills
Mortgage Lending, Loan Origination, Residential Mortgages, Mortgage Underwriting, Calyx Point, VA loans, Credit, Loss Mitigation, Government Loans, Underwriting, REO, Credit Analysis, Investors, Consumer Lending, Foreclosures, First Time Home Buyers, Reverse Mortgages, Real Estate Financing, Investment Properties, USDA
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Akron 1978 — 1982
BSM, Business Administration and Management, General
South University December 2013 - Present
Hunter Financial Group April 2012 - July 2013
Bank of America May 2008 - April 2012
Skills
Mortgage Lending, Loan Origination, Residential Mortgages, Mortgage Underwriting, Calyx Point, VA loans, Credit, Loss Mitigation, Government Loans, Underwriting, REO, Credit Analysis, Investors, Consumer Lending, Foreclosures, First Time Home Buyers, Reverse Mortgages, Real Estate Financing, Investment Properties, USDA
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Akron 1978 — 1982
BSM, Business Administration and Management, General
Jerry Stalun Jerry Stalun's Bank of America Experience 1994 - 2000
Job Senior Director, Investments at Sol Systems LLC
Industry Investment Management
Experience
Sol Systems LLC November 2014 - Present
EIG Global Energy Partners 2008 - 2014
Arcapita Bank B.S.C.(c) 2006 - 2008
GE Energy Financial Services 2003 - 2006
Duke Capital Parnters 2000 - 2003
Bank of America 1994 - 2000
J.P. Morgan Chase (FKA The First National Bank of Chicago) 1989 - 1994
Prudential Financial 1986 - 1989
The LINC Group, LLC 1983 - 1986
Ernst & Young (FKA Ernst & Whinney) 1980 - 1983
Skills
Investment Management, Asset Management, Structured Finance, Project Finance, Private Equity, Credit Risk and Analysis, Portfolio Management, Renewable Energy, Power Generation, Mergers & Acquisitions, Energy, Pipelines, Natural Gas, LNG, International Business, Negotiation, Due Diligence, Corporate Finance, Investments
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (B.S.), Accounting
Sol Systems LLC November 2014 - Present
EIG Global Energy Partners 2008 - 2014
Arcapita Bank B.S.C.(c) 2006 - 2008
GE Energy Financial Services 2003 - 2006
Duke Capital Parnters 2000 - 2003
Bank of America 1994 - 2000
J.P. Morgan Chase (FKA The First National Bank of Chicago) 1989 - 1994
Prudential Financial 1986 - 1989
The LINC Group, LLC 1983 - 1986
Ernst & Young (FKA Ernst & Whinney) 1980 - 1983
Skills
Investment Management, Asset Management, Structured Finance, Project Finance, Private Equity, Credit Risk and Analysis, Portfolio Management, Renewable Energy, Power Generation, Mergers & Acquisitions, Energy, Pipelines, Natural Gas, LNG, International Business, Negotiation, Due Diligence, Corporate Finance, Investments
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration (M.B.A.), Finance and Marketing
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (B.S.), Accounting
Jim Delaney Jim Delaney's Bank of America Experience June 2005 - July 2008
Job Vice President at SilverCap Partners
Industry Real Estate
Experience
SilverCap Partners May 2013 - Present
Morgan Stanley August 2010 - May 2013
Bank of America June 2005 - July 2008
Skills
Valuation, Financial Modeling, Real Estate, Due Diligence, Investments, Investment Properties
Education
The University of Chicago - Booth School of Business 2008 — 2010
M.B.A., Finance, Accounting, and Entrepreneurship
Wake Forest University 2001 — 2005
B.S., Analytical Finance
SilverCap Partners May 2013 - Present
Morgan Stanley August 2010 - May 2013
Bank of America June 2005 - July 2008
Skills
Valuation, Financial Modeling, Real Estate, Due Diligence, Investments, Investment Properties
Education
The University of Chicago - Booth School of Business 2008 — 2010
M.B.A., Finance, Accounting, and Entrepreneurship
Wake Forest University 2001 — 2005
B.S., Analytical Finance
Sean Koung Sun, CFA Sean Koung Sun, CFA's Bank of America Experience July 2010 - December 2011
Job Associate Portfolio Manager at Thornburg Investment Management
Industry Financial Services
Experience
Thornburg Investment Management January 2015 - Present
Thornburg Investment Management January 2012 - December 2014
Bank of America July 2010 - December 2011
Leopard Capital LP June 2009 - September 2009
HSBC 2004 - 2008
Skills
CFA, Excel, Bloomberg, Chartered Financial..., Series 7, Series 63
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
UC Berkeley 1999 — 2003
BA, Economics
Thornburg Investment Management January 2015 - Present
Thornburg Investment Management January 2012 - December 2014
Bank of America July 2010 - December 2011
Leopard Capital LP June 2009 - September 2009
HSBC 2004 - 2008
Skills
CFA, Excel, Bloomberg, Chartered Financial..., Series 7, Series 63
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
UC Berkeley 1999 — 2003
BA, Economics
Nicole Weary Ostrowske Nicole Weary Ostrowske's Bank of America Experience June 2012 - September 2012
Job Mortgage underwriter at PennyMac
Industry Banking
Experience
PennyMac November 2012 - Present
Bank of America June 2012 - September 2012
Bank of America June 2012 - August 2012
Bank of America November 2010 - July 2011
Bank of America November 2010 - July 2011
Bank of America November 2010 - June 2011
Bank of America 2010 - 2011
Portage Community Bank August 2007 - January 2010
Portage Community August 2006 - January 2010
KeyBank June 2005 - August 2006
Skills
Consumer Lending, Risk Management, Asset Based Lending, Financial Risk, Mortgage Banking, Small Business Lending, Credit Risk, Loan Origination, Underwriting, Cash Management, Retail Banking, Bank Secrecy Act
Education
University of Laverne 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
University of LaVerne 2011 — 2012
Bachelor of Business Administration, Applied Economics
The University of Akron 1997 — 2003
Associate's degree, Accounting
The University of Akron, College of Business 1997 — 2003
Associates, Business Technology; Accounting and Business Management
PennyMac November 2012 - Present
Bank of America June 2012 - September 2012
Bank of America June 2012 - August 2012
Bank of America November 2010 - July 2011
Bank of America November 2010 - July 2011
Bank of America November 2010 - June 2011
Bank of America 2010 - 2011
Portage Community Bank August 2007 - January 2010
Portage Community August 2006 - January 2010
KeyBank June 2005 - August 2006
Skills
Consumer Lending, Risk Management, Asset Based Lending, Financial Risk, Mortgage Banking, Small Business Lending, Credit Risk, Loan Origination, Underwriting, Cash Management, Retail Banking, Bank Secrecy Act
Education
University of Laverne 2011 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
University of LaVerne 2011 — 2012
Bachelor of Business Administration, Applied Economics
The University of Akron 1997 — 2003
Associate's degree, Accounting
The University of Akron, College of Business 1997 — 2003
Associates, Business Technology; Accounting and Business Management
Glenn Schaffrick Glenn Schaffrick's Bank of America Experience January 1985 - March 2000
Job Account Representative at Tero Consulting
Industry Information Technology and Services
Experience
Tero Consulting April 2011 - Present
Fiserv June 2007 - February 2011
Fincentric Corporation March 2000 - June 2007
Bank of America January 1985 - March 2000
Skills
Enterprise Software, Solution Selling, Product Management, Integration, New Business Development, SaaS, Account Management, Cloud Computing, Business Analysis, Business Development, Business Intelligence, CRM, Sales, Sales Process, Salesforce.com, Professional Services, Lead Generation, Product Marketing, Requirements Analysis, Team Leadership
Education
The University of British Columbia / UBC
Tero Consulting April 2011 - Present
Fiserv June 2007 - February 2011
Fincentric Corporation March 2000 - June 2007
Bank of America January 1985 - March 2000
Skills
Enterprise Software, Solution Selling, Product Management, Integration, New Business Development, SaaS, Account Management, Cloud Computing, Business Analysis, Business Development, Business Intelligence, CRM, Sales, Sales Process, Salesforce.com, Professional Services, Lead Generation, Product Marketing, Requirements Analysis, Team Leadership
Education
The University of British Columbia / UBC
Greg Sitrin Greg Sitrin's Bank of America Experience August 1999 - March 2006
Job Managing Director in Fixed Income at Raymond James
Industry Financial Services
Experience
Raymond James March 2006 - Present
Bank of America August 1999 - March 2006
Goldman Sachs May 1996 - August 1997
Accenture September 1992 - April 1996
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A.
The University of Texas at Austin 1988 — 1992
B.A., International Business
Raymond James March 2006 - Present
Bank of America August 1999 - March 2006
Goldman Sachs May 1996 - August 1997
Accenture September 1992 - April 1996
Education
The University of Chicago Booth School of Business 1997 — 1999
M.B.A.
The University of Texas at Austin 1988 — 1992
B.A., International Business
Leigh H. Weiss Leigh H. Weiss's Bank of America Experience 2007 - 2010
Job Managing Director, Endowments & Foundations at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust 2010 - Present
Bank of America 2007 - 2010
US Trust 1993 - 2007
Goldman Sachs 1981 - 1993
Oppenheimer & Co. 1977 - 1979
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
B.S. in Economics, Finance
Wilmington Trust 2010 - Present
Bank of America 2007 - 2010
US Trust 1993 - 2007
Goldman Sachs 1981 - 1993
Oppenheimer & Co. 1977 - 1979
Education
The University of Chicago Booth School of Business 1979 — 1981
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
B.S. in Economics, Finance
Robert Bloss (PMP, CSM) Robert Bloss (PMP, CSM)'s Bank of America Experience November 2010 - Present
Job Technical Delivery Manager (Contractor) at Bank of America
Industry Information Technology and Services
Experience
Bank of America November 2010 - Present
LT Court Tech LLC October 2005 - August 2010
Bank of America (MBNA America) January 1999 - April 2005
JP Morgan April 1993 - December 1998
LabWare LTD July 1988 - February 1993
Education
The University of Akron 1973 — 1978
BS, Chemical Engineering
Bank of America November 2010 - Present
LT Court Tech LLC October 2005 - August 2010
Bank of America (MBNA America) January 1999 - April 2005
JP Morgan April 1993 - December 1998
LabWare LTD July 1988 - February 1993
Education
The University of Akron 1973 — 1978
BS, Chemical Engineering
Greg Gleason's Bank of America Experience June 2004 - December 2005
Job Managing Director at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital August 2008 - Present
Houlihan Lokey January 2006 - July 2008
Bank of America June 2004 - December 2005
Skills
Investment Banking, Restructuring, LBO, Private Equity, Leveraged Finance, M&A experience, Turn Around Management, Special Situations, Distressed M&A, Distressed Debt, Corporate Strategy..., Due Diligence, Valuation, Strategy, Mergers & Acquisitions, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Strategy, Accounting, Entrepreneurship, and General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Finance and Hoeft Technology & Management Program
Wynnchurch Capital August 2008 - Present
Houlihan Lokey January 2006 - July 2008
Bank of America June 2004 - December 2005
Skills
Investment Banking, Restructuring, LBO, Private Equity, Leveraged Finance, M&A experience, Turn Around Management, Special Situations, Distressed M&A, Distressed Debt, Corporate Strategy..., Due Diligence, Valuation, Strategy, Mergers & Acquisitions, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Strategy, Accounting, Entrepreneurship, and General Management
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science, Finance and Hoeft Technology & Management Program
Barry Barretta Barry Barretta's Bank of America Experience July 1998 - November 2008
Job Executive Director at EY
Industry Financial Services
Experience
EY January 2014 - Present
PricewaterhouseCoopers June 2010 - January 2014
Treasury Strategies, Inc February 2009 - June 2010
Bank of America July 1998 - November 2008
LaSalle Bank 1998 - 2007
ABN AMRO Bank February 2004 - October 2005
ABN AMRO/LaSalle Bank August 1998 - October 2005
Harris Bank June 1983 - August 1998
Skills
Change Management, Restructuring, Strategic Planning, Offshoring, Product Development, Quality Management, Banking, Treasury Management, Risk Management, Financial Risk, Cash Management, Capital Markets, Credit Risk, Operational Risk..., Financial Services, Financial Analysis, Enterprise Risk..., Financial Modeling, Asset Management, SWIFT payments, Process Improvement, Payments, Cash Flow Forecasting, Financial Institutions, Securities, Wealth Management, Mergers & Acquisitions, Basel II, Liquidity Management, Credit Analysis, Investment Banking, Management, Corporate Finance, Finance, Commercial Lending, Loans, Strategy, Treasury, Financial Markets, Structured Finance, FX Options, Fixed Income, Operational Risk, AML, Hedge Funds, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Michigan - Stephen M. Ross School of Business 1979 — 1983
BBA, Finance, French
EY January 2014 - Present
PricewaterhouseCoopers June 2010 - January 2014
Treasury Strategies, Inc February 2009 - June 2010
Bank of America July 1998 - November 2008
LaSalle Bank 1998 - 2007
ABN AMRO Bank February 2004 - October 2005
ABN AMRO/LaSalle Bank August 1998 - October 2005
Harris Bank June 1983 - August 1998
Skills
Change Management, Restructuring, Strategic Planning, Offshoring, Product Development, Quality Management, Banking, Treasury Management, Risk Management, Financial Risk, Cash Management, Capital Markets, Credit Risk, Operational Risk..., Financial Services, Financial Analysis, Enterprise Risk..., Financial Modeling, Asset Management, SWIFT payments, Process Improvement, Payments, Cash Flow Forecasting, Financial Institutions, Securities, Wealth Management, Mergers & Acquisitions, Basel II, Liquidity Management, Credit Analysis, Investment Banking, Management, Corporate Finance, Finance, Commercial Lending, Loans, Strategy, Treasury, Financial Markets, Structured Finance, FX Options, Fixed Income, Operational Risk, AML, Hedge Funds, Due Diligence, Mutual Funds
Education
The University of Chicago - Booth School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Michigan - Stephen M. Ross School of Business 1979 — 1983
BBA, Finance, French
Samantha Hawk Samantha Hawk's Bank of America Experience April 2011 - April 2013
Job Travel Coordinator at Benefitfocus
Industry Computer Software
Experience
Benefitfocus May 2013 - Present
Bank of America April 2011 - April 2013
Skills
Sales, Customer Service, Management
Education
The University of Akron
Benefitfocus May 2013 - Present
Bank of America April 2011 - April 2013
Skills
Sales, Customer Service, Management
Education
The University of Akron
Beth Stubenrauch Beth Stubenrauch's Bank of America Experience 1979 - 1980
Job Relationship Management Exchange Traded Funds
Industry Banking
Experience
The Bank of New York Mellon 2006 - Present
Mellon Financial 2005 - 2006
Scrivener LLC 2004 - 2006
Brown Brothers Harriman 1996 - 2003
Harris Bank 1988 - 1996
Mitsubishi Bank of California 1980 - 1988
Bank of America 1979 - 1980
Skills
ETFs, Financial Institutions, Relationship Management, Commercial Banking, Global Custody, Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Capital Markets, Financial Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management, FX Options
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Accounting
The Bank of New York Mellon 2006 - Present
Mellon Financial 2005 - 2006
Scrivener LLC 2004 - 2006
Brown Brothers Harriman 1996 - 2003
Harris Bank 1988 - 1996
Mitsubishi Bank of California 1980 - 1988
Bank of America 1979 - 1980
Skills
ETFs, Financial Institutions, Relationship Management, Commercial Banking, Global Custody, Financial Services, Fixed Income, Equities, Mutual Funds, Securities, Derivatives, Capital Markets, Financial Markets, Alternative Investments, Hedge Funds, Bonds, Asset Management, FX Options
Education
The University of Chicago Booth School of Business 1993 — 1996
MBA, Accounting
Jim Richards Jim Richards's Bank of America Experience 2004 - 2005
Job Executive VicePresident, BSA Officer at Wells Fargo & Co
Industry Financial Services
Experience
Wells Fargo & Co October 2005 - Present
Bank of America 2004 - 2005
FleetBoston Financial 1999 - 2004
Fleet Bank 1999 - 2003
Fleet Boston Financial 1999 - 2003
BankBoston 1999 - 2000
Middlesex County District Attorney's Office 1995 - 1999
Choate, Hall & Stewart 1992 - 1995
Civil Litigation & Criminal Defense 1986 - 1991
Education
The University of British Columbia 1983 — 1986
JD
The University of British Columbia 1978 — 1983
B.Comm.
West Vancouver Secondary School 1976 — 1978
Wells Fargo & Co October 2005 - Present
Bank of America 2004 - 2005
FleetBoston Financial 1999 - 2004
Fleet Bank 1999 - 2003
Fleet Boston Financial 1999 - 2003
BankBoston 1999 - 2000
Middlesex County District Attorney's Office 1995 - 1999
Choate, Hall & Stewart 1992 - 1995
Civil Litigation & Criminal Defense 1986 - 1991
Education
The University of British Columbia 1983 — 1986
JD
The University of British Columbia 1978 — 1983
B.Comm.
West Vancouver Secondary School 1976 — 1978
Rob Kerr Rob Kerr's Bank of America Experience 2006 - 2009
Job Private Banker, Global Family Office Group Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank August 2013 - Present
Kerr Financial Corporation 2009 - August 2013
Bank of America 2006 - 2009
Bear Stearns 2002 - 2005
J.P. Morgan 1999 - 2002
University of Minnesota September 1993 - June 1998
Skills
Scratch golf handicap, Investment Banking, Valuation, Equities, Investments, Capital Markets, Financial Modeling, Hedge Funds, Equity Research, Alternative Investments, Private Equity, Corporate Finance, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Asset Managment, Series 7, Financial Analysis, Corporate Development, Due Diligence, Asset Management, Mergers & Acquisitions, Finance, Financial Advisory, Wealth Management, Securities, Asset Allocation, Emerging Markets, Investment Strategies
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1998
BSB, Finance
Lower Canada College 1987 — 1993
High School
Deutsche Bank August 2013 - Present
Kerr Financial Corporation 2009 - August 2013
Bank of America 2006 - 2009
Bear Stearns 2002 - 2005
J.P. Morgan 1999 - 2002
University of Minnesota September 1993 - June 1998
Skills
Scratch golf handicap, Investment Banking, Valuation, Equities, Investments, Capital Markets, Financial Modeling, Hedge Funds, Equity Research, Alternative Investments, Private Equity, Corporate Finance, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Asset Managment, Series 7, Financial Analysis, Corporate Development, Due Diligence, Asset Management, Mergers & Acquisitions, Finance, Financial Advisory, Wealth Management, Securities, Asset Allocation, Emerging Markets, Investment Strategies
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1998
BSB, Finance
Lower Canada College 1987 — 1993
High School
Thaddeus J (Tad) Kolke Thaddeus J (Tad) Kolke's Bank of America Experience February 2012 - Present
Job Information Architect, Global Finance Architecture
Industry Information Technology and Services
Experience
Bank of America February 2012 - Present
Bank of America September 2009 - February 2012
LaSalle Bank August 2002 - September 2009
Axeleration 2001 - 2002
SilverStream Software January 2000 - September 2001
Echelon Consulting LLC November 1997 - January 2000
Andersen Consulting August 1994 - November 1997
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Strategic Management, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Business Administration - Industrial Distribution Management
Bank of America February 2012 - Present
Bank of America September 2009 - February 2012
LaSalle Bank August 2002 - September 2009
Axeleration 2001 - 2002
SilverStream Software January 2000 - September 2001
Echelon Consulting LLC November 1997 - January 2000
Andersen Consulting August 1994 - November 1997
Education
The University of Chicago Booth School of Business 2004 — 2007
MBA, Strategic Management, Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Business Administration - Industrial Distribution Management
Vivian Gaddis's Bank of America Experience July 2013 - Present
Job AVP; Senior Auditor I at Bank of America
Industry Banking
Experience
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Edward Jones June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Villanova University 2007 — 2011
Bachelor of Arts, Economics, Political Science, Honors Concentration
Danish Institute for Study Abroad
Economics of Globalization Program
Bank of America July 2013 - Present
Bank of America June 2011 - June 2013
Edward Jones June 2010 - August 2010
Skills
Financial Analysis, Fixed Income, Financial Modeling, Strategy
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA)
Villanova University 2007 — 2011
Bachelor of Arts, Economics, Political Science, Honors Concentration
Danish Institute for Study Abroad
Economics of Globalization Program
Sandie Kavanaugh Sandie Kavanaugh's Bank of America Experience October 2010 - November 2011
Job Commercial Loan Coordinator
Industry Banking
Experience
Seacoast Bank November 2011 - Present
Seacoast Bank November 2011 - November 2012
Bank of America October 2010 - November 2011
BB&T December 2005 - October 2010
JPMorgan Chase 2001 - 2006
Skills
Banking, Commercial Banking, Loans, Credit, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Commercial Mortgages, Commercial Real Estate, Lines Of Credit, Due Diligence, Construction Loans, Financial Risk, Risk Management, Credit Analysis, Loan Origination, Cash Management, Mortgage Banking, Relationship Management, Asset Based Lending, Portfolio Management, Underwriting, Finance, Refinance, Credit Risk, Loan Servicing, SBA
Education
The University of Akron
Seacoast Bank November 2011 - Present
Seacoast Bank November 2011 - November 2012
Bank of America October 2010 - November 2011
BB&T December 2005 - October 2010
JPMorgan Chase 2001 - 2006
Skills
Banking, Commercial Banking, Loans, Credit, Commercial Lending, Retail Banking, Small Business Lending, Consumer Lending, Mortgage Lending, Commercial Mortgages, Commercial Real Estate, Lines Of Credit, Due Diligence, Construction Loans, Financial Risk, Risk Management, Credit Analysis, Loan Origination, Cash Management, Mortgage Banking, Relationship Management, Asset Based Lending, Portfolio Management, Underwriting, Finance, Refinance, Credit Risk, Loan Servicing, SBA
Education
The University of Akron
JENNIFER GAINER JENNIFER GAINER's Bank of America Experience 1978 - 1985
Job Vice President at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank 1995 - Present
The CIT Group 1993 - 1995
ECR (European Currency Research) 1991 - 1993
Barclays Bank PLC 1989 - 1990
Bank of America 1978 - 1985
Skills
Business Development, Portfolio Management, Credit, Loan Origination, Financial Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Finance, Financial Services, Financial Structuring, Cash Management, Risk Management, Credit Risk, Financial Modeling
Education
The University of Chicago - Booth School of Business 1976 — 1978
Master of Business Administration (MBA), Concentrations in Finance and Marketing, Deans List
Williams College 1972 — 1974
Bachelor of Applied Science (B.A.Sc.), Deans List
Vassar College 1970 — 1972
Deans List
Fifth Third Bank 1995 - Present
The CIT Group 1993 - 1995
ECR (European Currency Research) 1991 - 1993
Barclays Bank PLC 1989 - 1990
Bank of America 1978 - 1985
Skills
Business Development, Portfolio Management, Credit, Loan Origination, Financial Analysis, Small Business Lending, Commercial Lending, Commercial Banking, Finance, Financial Services, Financial Structuring, Cash Management, Risk Management, Credit Risk, Financial Modeling
Education
The University of Chicago - Booth School of Business 1976 — 1978
Master of Business Administration (MBA), Concentrations in Finance and Marketing, Deans List
Williams College 1972 — 1974
Bachelor of Applied Science (B.A.Sc.), Deans List
Vassar College 1970 — 1972
Deans List
Neal Rideout Neal Rideout's Bank of America Experience September 2008 - March 2011
Job AVP Client Marketing at USAA
Industry Marketing and Advertising
Experience
USAA December 2012 - Present
Red Ventures March 2011 - November 2012
Bank of America September 2008 - March 2011
GE Money June 2006 - September 2008
GE Money 2004 - 2006
Genworth Mortgage Insurance 2003 - 2004
GE 2003 - 2003
GE ERC 2002 - 2003
Motorola 1999 - 2001
Ameritech 1996 - 1999
Skills
Segmentation, Analytics, Marketing Analytics, Credit Cards, Financial Services, Marketing Strategy, Competitive Analysis, Product Management, Customer Acquisition, Cross-functional Team..., Product Marketing, Direct Marketing, Strategic Partnerships, Relationship Management, Digital Marketing
Education
The University of Chicago - Booth School of Business 1999 — 2001
Masters of Business Administration, Marketing/Finance
Illinois Benedictine College 1992 — 1995
Bachelor of Arts (B.A.), Business - Marketing
USAA December 2012 - Present
Red Ventures March 2011 - November 2012
Bank of America September 2008 - March 2011
GE Money June 2006 - September 2008
GE Money 2004 - 2006
Genworth Mortgage Insurance 2003 - 2004
GE 2003 - 2003
GE ERC 2002 - 2003
Motorola 1999 - 2001
Ameritech 1996 - 1999
Skills
Segmentation, Analytics, Marketing Analytics, Credit Cards, Financial Services, Marketing Strategy, Competitive Analysis, Product Management, Customer Acquisition, Cross-functional Team..., Product Marketing, Direct Marketing, Strategic Partnerships, Relationship Management, Digital Marketing
Education
The University of Chicago - Booth School of Business 1999 — 2001
Masters of Business Administration, Marketing/Finance
Illinois Benedictine College 1992 — 1995
Bachelor of Arts (B.A.), Business - Marketing
Michael Viazzoli Michael Viazzoli's Bank of America Experience June 2008 - July 2011
Job Bank of Kansas City / BOK Financial
Industry Banking
Experience
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Bank of Kansas City August 2011 - Present
BOK Financial October 2011 - Present
Bank of America June 2008 - July 2011
Bank of America June 2008 - October 2009
Bank of America June 1999 - May 2008
George K. Baum & Company April 1998 - May 1999
Credit Suisse April 1997 - March 1998
Credit Suisse March 1994 - March 1997
Credit Suisse July 1990 - March 1994
Skills
Risk Management, Cross-functional Team..., Strategic Leadership, Financial Analysis, Finance, Portfolio Management, Investment Banking, Banking, Strategic Planning, Financial Modeling, Credit, Mergers & Acquisitions, Executive Management, Strategy, Management, Commercial Lending, Credit Analysis, Business Strategy, Commercial Banking, Sales Management, Due Diligence, Corporate Finance, Maintaining Strong..., Enterprise Risk...
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Executive MBA Program
Credit Suisse International Banking School 1991 — 1991
Certificate in Corporate Finance / Capital Markets
University of California, Davis 1986 — 1990
BA, Economics with a minor in German
Paulette Thompson Paulette Thompson's Bank of America Experience July 1983 - February 2010
Job Realtor Marathon Vacation Real Estate
Industry Real Estate
Experience
RE/MAX Marathon Vacation Real Estate June 2011 - Present
Century 21 November 2009 - June 2011
Bank of America July 1983 - February 2010
Education
The University of Akron 1973 — 1980
Associates Degree, Business Administration
Green High School in Green, OH
RE/MAX Marathon Vacation Real Estate June 2011 - Present
Century 21 November 2009 - June 2011
Bank of America July 1983 - February 2010
Education
The University of Akron 1973 — 1980
Associates Degree, Business Administration
Green High School in Green, OH
Robert Conrardy Robert Conrardy's Bank of America Experience June 1998 - March 2008
Job Director Investment Advisory Services at CTC | myCFO
Industry Investment Management
Experience
CTC myCFO March 2008 - Present
Bank of America June 1998 - March 2008
Cargill Investor Services May 1986 - June 1998
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Investment Management, Equities, Capital Markets, Private Equity, Mutual Funds, Fixed Income, Estate Planning, Wealth Management..., Strategic Financial..., Retirement Planning, Securities, Financial Modeling, Financial Markets, Valuation, High Net Worth..., Trading, FINRA, Bonds, Wealth, Series 63, Risk Management, Private Banking, Hedging, Options, Series 65, Financial Analysis, Emerging Markets, Due Diligence, Retirement, Commodity, Bloomberg, Venture Capital, Asset Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Concentration in Finance, Statistics & Business Policy
University of Wisconsin-Madison 1981 — 1985
BBA, Finance, Marketing
CTC myCFO March 2008 - Present
Bank of America June 1998 - March 2008
Cargill Investor Services May 1986 - June 1998
Skills
Investments, Asset Allocation, Alternative Investments, Wealth Management, Hedge Funds, Portfolio Management, Investment Strategies, Investment Advisory, Asset Managment, Investment Management, Equities, Capital Markets, Private Equity, Mutual Funds, Fixed Income, Estate Planning, Wealth Management..., Strategic Financial..., Retirement Planning, Securities, Financial Modeling, Financial Markets, Valuation, High Net Worth..., Trading, FINRA, Bonds, Wealth, Series 63, Risk Management, Private Banking, Hedging, Options, Series 65, Financial Analysis, Emerging Markets, Due Diligence, Retirement, Commodity, Bloomberg, Venture Capital, Asset Management
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Concentration in Finance, Statistics & Business Policy
University of Wisconsin-Madison 1981 — 1985
BBA, Finance, Marketing
Brad Schwai Brad Schwai's Bank of America Experience June 2014 - Present
Job Home Loans Originations Issues and Exam Manager at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America April 2013 - Present
Bank of America December 2011 - March 2013
Bank of America November 2007 - November 2011
Montclaire Properties January 2005 - October 2011
Bank of America March 2006 - October 2007
Bank of America April 2005 - February 2006
Bank of America January 2003 - March 2005
BearingPoint July 1998 - January 2003
American Management Systems (AMS) July 1996 - December 1997
Skills
Compliance, Operational Risk, Credit Cards, Credit Risk, Risk, Debit Cards, Fraud, Operational Risk..., Risk Management, Retail Banking, Business Process..., Six Sigma, Process Engineering, Process Improvement, Banking, Balanced Scorecard, Statistics, Management Consulting, Pricing, Business Planning, Team Leadership, Risk Assessment, Governance, Payments, Internet Banking, Financial Risk, Basel II, Analysis
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance, Marketing, Statistics
University of Wisconsin-Madison 1985 — 1989
BS, Industrial Engineering
Bank of America June 2014 - Present
Bank of America April 2013 - Present
Bank of America December 2011 - March 2013
Bank of America November 2007 - November 2011
Montclaire Properties January 2005 - October 2011
Bank of America March 2006 - October 2007
Bank of America April 2005 - February 2006
Bank of America January 2003 - March 2005
BearingPoint July 1998 - January 2003
American Management Systems (AMS) July 1996 - December 1997
Skills
Compliance, Operational Risk, Credit Cards, Credit Risk, Risk, Debit Cards, Fraud, Operational Risk..., Risk Management, Retail Banking, Business Process..., Six Sigma, Process Engineering, Process Improvement, Banking, Balanced Scorecard, Statistics, Management Consulting, Pricing, Business Planning, Team Leadership, Risk Assessment, Governance, Payments, Internet Banking, Financial Risk, Basel II, Analysis
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance, Marketing, Statistics
University of Wisconsin-Madison 1985 — 1989
BS, Industrial Engineering
Randall E. Lee, CFA Randall E. Lee, CFA's Bank of America Experience January 1993 - December 1993
Job Wealth Management Advisor at Bank of America
Industry Investment Management
Experience
WWCA, an entrepreneurial development January 2006 - October 2009
San Francisco State University January 2003 - August 2005
Hewlett-Packard November 1995 - February 1999
Bank of America January 1993 - December 1993
Shearson Lehman Hutton October 1985 - August 1990
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Quantitative Analytics, Research, Equities, Fixed Income, Economics, Public Speaking, Entrepreneurship, Risk Management, Private Equity, Venture Capital
Education
CFA Institute 2008 — 2010
CFA Charterholder
University of Northern Colorado 1999 — 2002
Finance & Sport
The University of Chicago Booth School of Business
MBA, Finance, Accounting, Marketing, and Management
University of California, Berkeley, Haas School of Business
B.S., Finance, Accounting, and Marketing
WWCA, an entrepreneurial development January 2006 - October 2009
San Francisco State University January 2003 - August 2005
Hewlett-Packard November 1995 - February 1999
Bank of America January 1993 - December 1993
Shearson Lehman Hutton October 1985 - August 1990
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Quantitative Analytics, Research, Equities, Fixed Income, Economics, Public Speaking, Entrepreneurship, Risk Management, Private Equity, Venture Capital
Education
CFA Institute 2008 — 2010
CFA Charterholder
University of Northern Colorado 1999 — 2002
Finance & Sport
The University of Chicago Booth School of Business
MBA, Finance, Accounting, Marketing, and Management
University of California, Berkeley, Haas School of Business
B.S., Finance, Accounting, and Marketing
Jason Carver Jason Carver's Bank of America Experience April 1999 - June 2005
Job CFO, Global Trading at SunGard
Industry Financial Services
Experience
SunGard January 2015 - Present
SunGard September 2012 - January 2015
Belvedere Trading, LLC July 2011 - March 2012
Endeavor Trading July 2009 - May 2011
Alaron Trading June 2005 - July 2009
Bank of America April 1999 - June 2005
AMRESCO Commercial Finance, LLC 1995 - 1998
Skills
Accounting, Financial Analysis, Financial Reporting, Derivatives, Options, Financial Markets, Risk Management, Investments, Financial Services, Budgets, Finance, Equities, Strategic Planning, Trading, Asset Managment, Financial Modeling, Portfolio Management, Fixed Income, Forecasting, Hedging, Investment Banking, Bloomberg, Alternative Investments, Strategy, Analysis, Electronic Trading, Asset Management, Due Diligence, FX Options, Commodity, Executive Management, Business Development, Investment Strategies, Start-ups, Securities, Trading Systems, Capital Markets, Valuation, Hedge Funds, Treasury Management, Technical Analysis, Bonds, Equity Trading, Mutual Funds, Foreign Exchange, Trading Strategies, Equity Derivatives, Financial Risk, FINRA, Series 7
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
SunGard January 2015 - Present
SunGard September 2012 - January 2015
Belvedere Trading, LLC July 2011 - March 2012
Endeavor Trading July 2009 - May 2011
Alaron Trading June 2005 - July 2009
Bank of America April 1999 - June 2005
AMRESCO Commercial Finance, LLC 1995 - 1998
Skills
Accounting, Financial Analysis, Financial Reporting, Derivatives, Options, Financial Markets, Risk Management, Investments, Financial Services, Budgets, Finance, Equities, Strategic Planning, Trading, Asset Managment, Financial Modeling, Portfolio Management, Fixed Income, Forecasting, Hedging, Investment Banking, Bloomberg, Alternative Investments, Strategy, Analysis, Electronic Trading, Asset Management, Due Diligence, FX Options, Commodity, Executive Management, Business Development, Investment Strategies, Start-ups, Securities, Trading Systems, Capital Markets, Valuation, Hedge Funds, Treasury Management, Technical Analysis, Bonds, Equity Trading, Mutual Funds, Foreign Exchange, Trading Strategies, Equity Derivatives, Financial Risk, FINRA, Series 7
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Eric Pazdzierniak's Bank of America Experience February 2009 - August 2012
Job Director at Visa
Industry Information Technology and Services
Experience
Visa August 2012 - Present
Bank of America February 2009 - August 2012
Washington Mutual January 2007 - December 2008
Independant Consultant January 2005 - January 2007
Washington Mutual April 2002 - February 2005
Skills
Release Management, Security Testing..., Project Management, Service Delivery..., Program Delivery..., Systems Management, Budget, Disaster Recovery, Business Continuity, SDLC, Waterfall, Agile Methodologies, Operations Management, Business Analysis, Competitive Analysis, Offshoring, IT Strategy, SOX Compliancy, IT Audit, Process Improvement, JIRA, Team Building, Change Management, Strategy, Integration, Enterprise Architecture, IT Operations, Risk Management, Business Continuity..., Budgets, Gap Analysis, IT Management, CRM, Vendor Management, Enterprise Software, Governance, Data Center, Leadership, Management, Management Consulting, Mergers & Acquisitions, Team Management, Program Management, Consulting, Business Process..., Project Portfolio..., Outsourcing, Business Process, Software Project..., Requirements Analysis
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Strategy, General Management
Visa August 2012 - Present
Bank of America February 2009 - August 2012
Washington Mutual January 2007 - December 2008
Independant Consultant January 2005 - January 2007
Washington Mutual April 2002 - February 2005
Skills
Release Management, Security Testing..., Project Management, Service Delivery..., Program Delivery..., Systems Management, Budget, Disaster Recovery, Business Continuity, SDLC, Waterfall, Agile Methodologies, Operations Management, Business Analysis, Competitive Analysis, Offshoring, IT Strategy, SOX Compliancy, IT Audit, Process Improvement, JIRA, Team Building, Change Management, Strategy, Integration, Enterprise Architecture, IT Operations, Risk Management, Business Continuity..., Budgets, Gap Analysis, IT Management, CRM, Vendor Management, Enterprise Software, Governance, Data Center, Leadership, Management, Management Consulting, Mergers & Acquisitions, Team Management, Program Management, Consulting, Business Process..., Project Portfolio..., Outsourcing, Business Process, Software Project..., Requirements Analysis
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Strategy, General Management
Joy Ibanga Joy Ibanga's Bank of America Experience June 2009 - August 2009
Job MBA Candidate at the University of Chicago Booth School of Business
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - February 2015
EY 2015 - 2015
Bank of America Merrill Lynch January 2010 - January 2014
Mead Johnson Nutrition September 2009 - December 2009
Bank of America June 2009 - August 2009
Walmart June 2008 - August 2008
Office of the Comptroller of the Currency July 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Forecasting, Risk Management, Banking, Credit, Financial Modeling, Liquidity Risk, Basel III, Funding, Basel II, Structured Finance, Training, Leveraged Finance, Leveraged Lending, Corporate Banking, Investment Banking, Credit Risk, Treasury Management, Portfolio Management, Strategy, Leadership, Financial Regulation, Mentoring
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2005 — 2009
Bachelor's of Science in Business Administration, Finance, General
Bank of America Merrill Lynch February 2014 - February 2015
EY 2015 - 2015
Bank of America Merrill Lynch January 2010 - January 2014
Mead Johnson Nutrition September 2009 - December 2009
Bank of America June 2009 - August 2009
Walmart June 2008 - August 2008
Office of the Comptroller of the Currency July 2007 - January 2008
Skills
Financial Analysis, Bloomberg, Forecasting, Risk Management, Banking, Credit, Financial Modeling, Liquidity Risk, Basel III, Funding, Basel II, Structured Finance, Training, Leveraged Finance, Leveraged Lending, Corporate Banking, Investment Banking, Credit Risk, Treasury Management, Portfolio Management, Strategy, Leadership, Financial Regulation, Mentoring
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Arkansas at Fayetteville 2005 — 2009
Bachelor's of Science in Business Administration, Finance, General
Ashley Renee Evans Ashley Renee Evans's Bank of America Experience May 2006 - August 2006
Job CoFounder + CEO at GLAMSTAND, Inc.
Industry Consumer Services
Experience
GLAMSTAND, Inc. January 2015 - Present
CLE Consulting Group March 2014 - December 2014
Northern Trust August 2010 - June 2013
Northern Trust Securities Incorporated March 2009 - August 2010
Northern Trust July 2007 - February 2009
Bank of America May 2006 - August 2006
Skills
Wealth Management, Investments, Asset Allocation, Bloomberg, Fixed Income, Series 7, Alternative Investments, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Hedge Funds, Equities, Strategic Financial..., Capital Markets, Banking, Due Diligence, Investment Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, Strategic Management, Economics
Howard University 2003 — 2007
BBA, International Business and Marketing
Nicolet High School 1999 — 2003
GLAMSTAND, Inc. January 2015 - Present
CLE Consulting Group March 2014 - December 2014
Northern Trust August 2010 - June 2013
Northern Trust Securities Incorporated March 2009 - August 2010
Northern Trust July 2007 - February 2009
Bank of America May 2006 - August 2006
Skills
Wealth Management, Investments, Asset Allocation, Bloomberg, Fixed Income, Series 7, Alternative Investments, Financial Analysis, Mutual Funds, Financial Modeling, Securities, Hedge Funds, Equities, Strategic Financial..., Capital Markets, Banking, Due Diligence, Investment Management
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, Strategic Management, Economics
Howard University 2003 — 2007
BBA, International Business and Marketing
Nicolet High School 1999 — 2003
Andrew Berryman Andrew Berryman's Bank of America Experience March 2012 - March 2013
Job Assistant Vice President Commercial Banking at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank March 2013 - Present
Bank of America March 2012 - March 2013
Bank of America June 2010 - February 2012
Nestle Purina May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Portfolio Management, Credit, Risk Management, Financial Reporting, Commercial Banking, Financial Services, Financial Risk, Cash Flow, Underwriting, Commercial Lending, Banking, Middle Market, Cash Flow Lending, Management, Credit Analysis, Microsoft Office, Financial Structuring
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Washington University in St. Louis - Olin Business School 2006 — 2010
B.S.B.A., Finance, Healthcare Managment
Francis Howell Central 2002 — 2006
Dale Carnegie
BMO Harris Bank March 2013 - Present
Bank of America March 2012 - March 2013
Bank of America June 2010 - February 2012
Nestle Purina May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Finance, Accounting, Portfolio Management, Credit, Risk Management, Financial Reporting, Commercial Banking, Financial Services, Financial Risk, Cash Flow, Underwriting, Commercial Lending, Banking, Middle Market, Cash Flow Lending, Management, Credit Analysis, Microsoft Office, Financial Structuring
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Washington University in St. Louis - Olin Business School 2006 — 2010
B.S.B.A., Finance, Healthcare Managment
Francis Howell Central 2002 — 2006
Dale Carnegie
Neel Mehta Neel Mehta's Bank of America Experience May 2010 - April 2014
Job Senior Vice President at HSBC Global Banking and Markets
Industry Financial Services
Experience
HSBC Global Banking and Markets September 2014 - Present
Bank of America May 2010 - April 2014
J.P. Morgan May 2006 - March 2010
Lehman Brothers March 2004 - March 2006
ABN AMRO Bank N.V. August 1997 - February 2004
Skills
FX trading, FX Options, Data Analysis, Derivatives, Trading Strategies, Index Options, Fixed Income, Hedging, Hedge Funds, Options, Risk Management, FX Trading
Education
The University of Chicago Booth School of Business 2001 — 2004
Master of Business Administration (MBA), International Finance
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Economics
HSBC Global Banking and Markets September 2014 - Present
Bank of America May 2010 - April 2014
J.P. Morgan May 2006 - March 2010
Lehman Brothers March 2004 - March 2006
ABN AMRO Bank N.V. August 1997 - February 2004
Skills
FX trading, FX Options, Data Analysis, Derivatives, Trading Strategies, Index Options, Fixed Income, Hedging, Hedge Funds, Options, Risk Management, FX Trading
Education
The University of Chicago Booth School of Business 2001 — 2004
Master of Business Administration (MBA), International Finance
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.), Economics
Jim Trankina, CPA Jim Trankina, CPA's Bank of America Experience 1998 - 2000
Job Vice President Financial Restructuring Group at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey June 2014 - Present
SOLIC Capital Advisors, LLC January 2014 - May 2014
Navigant Capital Advisors March 2007 - December 2013
Abbott September 2005 - March 2007
Abbott March 2004 - September 2005
Abbott September 2002 - March 2004
Arthur Andersen - Transaction Advisory Group 2000 - 2002
Bank of America 1998 - 2000
Skills
Business Strategy, Business Valuation, Marketing Strategy, Manufacturing Operations, Corporate Finance, Restructuring, Due Diligence, Business Planning, Industry Research, Financial Modeling, Cash Flow Forecasting, Financial Reporting, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Mergers, Financial Analysis, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance & Accounting
The University of Western Australia 1996 — 1996
B.S., Finance (Study Abroad), Finance, International Business
Houlihan Lokey June 2014 - Present
SOLIC Capital Advisors, LLC January 2014 - May 2014
Navigant Capital Advisors March 2007 - December 2013
Abbott September 2005 - March 2007
Abbott March 2004 - September 2005
Abbott September 2002 - March 2004
Arthur Andersen - Transaction Advisory Group 2000 - 2002
Bank of America 1998 - 2000
Skills
Business Strategy, Business Valuation, Marketing Strategy, Manufacturing Operations, Corporate Finance, Restructuring, Due Diligence, Business Planning, Industry Research, Financial Modeling, Cash Flow Forecasting, Financial Reporting, Private Equity, Venture Capital, Capital Markets, Corporate Development, Investment Banking, Mergers, Financial Analysis, Valuation, Finance
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Strategic Management, Entrepreneurship, Finance
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Finance & Accounting
The University of Western Australia 1996 — 1996
B.S., Finance (Study Abroad), Finance, International Business
Brett Engel Brett Engel's Bank of America Experience May 2006 - August 2006
Job Manager, Deposit Products at BCU | MBA Candidate at The University of Chicago Booth School of Business
Industry Banking
Experience
BCU September 2013 - Present
Banco Popular North America April 2012 - September 2013
Banco Popular North America September 2010 - March 2012
Banco Popular North America August 2009 - August 2010
Banco Popular North America January 2008 - July 2009
CNA Insurance June 2007 - January 2008
Bank of America May 2006 - August 2006
Bank of America May 2005 - August 2005
Skills
Analysis, Forecasting, Retail Banking, Leadership, Marketing Analytics, Customer Profitability, Profitability..., Product Management, Project Management, Microsoft Excel, Data Analysis, Funds Transfer Pricing, Commercial Banking, Asset-Liability..., Interest Rate Risk..., Team Leadership, Executive Management, Sales, Business Analysis, Competitive Analysis, Banking, Credit, Risk Management, Vendor Management, Customer Service, Portfolio Management, Finance, Analytics, Management, Loans, Business Development, Financial Analysis
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, Finance, General
BCU September 2013 - Present
Banco Popular North America April 2012 - September 2013
Banco Popular North America September 2010 - March 2012
Banco Popular North America August 2009 - August 2010
Banco Popular North America January 2008 - July 2009
CNA Insurance June 2007 - January 2008
Bank of America May 2006 - August 2006
Bank of America May 2005 - August 2005
Skills
Analysis, Forecasting, Retail Banking, Leadership, Marketing Analytics, Customer Profitability, Profitability..., Product Management, Project Management, Microsoft Excel, Data Analysis, Funds Transfer Pricing, Commercial Banking, Asset-Liability..., Interest Rate Risk..., Team Leadership, Executive Management, Sales, Business Analysis, Competitive Analysis, Banking, Credit, Risk Management, Vendor Management, Customer Service, Portfolio Management, Finance, Analytics, Management, Loans, Business Development, Financial Analysis
Education
The University of Chicago Booth School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor's degree, Finance, General
Matthew Duguay Matthew Duguay's Bank of America Experience November 2005 - December 2006
Job Resident Experience Coordinator at University of Colorado Colorado Springs
Industry Higher Education
Experience
Town of Parker August 2014 - Present
University of Colorado Colorado Springs January 2015 - April 2015
Alma Mater Society of UBC Vancouver May 2012 - June 2014
The University of British Columbia August 2011 - May 2012
Queen's University Belfast May 2011 - August 2011
University of Colorado Boulder April 2009 - May 2011
Starbucks May 2005 - October 2008
Bank of America November 2005 - December 2006
Skills
Student Development, Student Leadership, Student Affairs, Residence Life, Higher Education, International Education, Critical Thinking, Community Outreach, Program Evaluation, Teaching, Program Development, Qualitative Research, Social Justice, Public Speaking, Data Analysis, Leadership, Grant Writing, Conflict Resolution, Volunteer Management, Nonprofits, Event Planning, Workshop Facilitation
Education
The University of British Columbia 2011 — 2013
Master of Arts, Higher Education
University of Colorado at Boulder 2008 — 2011
Bachelor of Arts, History
Town of Parker August 2014 - Present
University of Colorado Colorado Springs January 2015 - April 2015
Alma Mater Society of UBC Vancouver May 2012 - June 2014
The University of British Columbia August 2011 - May 2012
Queen's University Belfast May 2011 - August 2011
University of Colorado Boulder April 2009 - May 2011
Starbucks May 2005 - October 2008
Bank of America November 2005 - December 2006
Skills
Student Development, Student Leadership, Student Affairs, Residence Life, Higher Education, International Education, Critical Thinking, Community Outreach, Program Evaluation, Teaching, Program Development, Qualitative Research, Social Justice, Public Speaking, Data Analysis, Leadership, Grant Writing, Conflict Resolution, Volunteer Management, Nonprofits, Event Planning, Workshop Facilitation
Education
The University of British Columbia 2011 — 2013
Master of Arts, Higher Education
University of Colorado at Boulder 2008 — 2011
Bachelor of Arts, History
Matt Kalas Matt Kalas's Bank of America Experience June 2011 - August 2011
Job Financial/Investment Planning at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation June 2014 - Present
Northrop Grumman Corporation June 2013 - June 2014
Northrop Grumman Corporation June 2012 - May 2013
Bank of America June 2011 - August 2011
National Services Group December 2008 - December 2009
Skills
MS Office Suite, Spanish, Basic Polish, PowerPoint, Excel, Microsoft Office, Data Analysis, SAP, Earned Value Management, Forecasting, Leadership, Microsoft Excel, Fundraising, Community Outreach, Sales, Program Management, Marketing, Analysis, Customer Service, Management, Microsoft Word, Public Speaking, Research
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science, Business Administration
Glenbrook South High School 2004 — 2008
Northrop Grumman Corporation June 2014 - Present
Northrop Grumman Corporation June 2013 - June 2014
Northrop Grumman Corporation June 2012 - May 2013
Bank of America June 2011 - August 2011
National Services Group December 2008 - December 2009
Skills
MS Office Suite, Spanish, Basic Polish, PowerPoint, Excel, Microsoft Office, Data Analysis, SAP, Earned Value Management, Forecasting, Leadership, Microsoft Excel, Fundraising, Community Outreach, Sales, Program Management, Marketing, Analysis, Customer Service, Management, Microsoft Word, Public Speaking, Research
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Science, Business Administration
Glenbrook South High School 2004 — 2008
Farhan Siddiqi Farhan Siddiqi's Bank of America Experience March 2015 - Present
Job Payments Strategy and Business Development Executive at Bank of America
Industry Financial Services
Experience
Bank of America March 2015 - Present
Bank of America November 2012 - Present
Target October 2011 - November 2012
Target August 2008 - September 2011
GE Healthcare August 2003 - August 2008
Brience August 2000 - December 2002
PriceWaterhouseCoopers January 2000 - August 2000
Skills
E-commerce, Strategy, Leadership, Business Development, Product Development, Business Intelligence, Strategic Partnerships, Analysis, Strategic Planning, Cross-functional Team..., Business Strategy, Risk Management, Forecasting, Analytics, Go-to-market Strategy, Budgets, IT Strategy, Process Improvement, Management
Education
The University of Chicago Booth School of Business
MBA, Finance, Entrepreneurship, Strategic Mgmt
The University of Kansas
Electrical Engineering
Bank of America March 2015 - Present
Bank of America November 2012 - Present
Target October 2011 - November 2012
Target August 2008 - September 2011
GE Healthcare August 2003 - August 2008
Brience August 2000 - December 2002
PriceWaterhouseCoopers January 2000 - August 2000
Skills
E-commerce, Strategy, Leadership, Business Development, Product Development, Business Intelligence, Strategic Partnerships, Analysis, Strategic Planning, Cross-functional Team..., Business Strategy, Risk Management, Forecasting, Analytics, Go-to-market Strategy, Budgets, IT Strategy, Process Improvement, Management
Education
The University of Chicago Booth School of Business
MBA, Finance, Entrepreneurship, Strategic Mgmt
The University of Kansas
Electrical Engineering
Jan Vlcek Jan Vlcek's Bank of America Experience May 2008 - March 2013
Job Senior Associate at Point B
Industry Information Technology and Services
Experience
Point B March 2013 - Present
Bank of America May 2008 - March 2013
AT&T 2007 - May 2008
Cingular Wireless September 2003 - February 2008
AT&T Wireless February 2000 - September 2003
AT&T Wireless/Cingular 1999 - February 2000
Telus January 1995 - May 1999
Skills
Product Management, Mobile Devices, E-commerce, Wireless, Vendor Management, Business Analysis, Cross-functional Team..., Strategy, Mobile Applications, Telecommunications, Financial Analysis, Architecture, Business Development, IP, Mobile Technology, Solution Architecture, Mobile Payments, Program Management, Software Development, Team Leadership, UMTS
Education
The University of British Columbia 1990 — 1994
M.B.A., Business ( Finance focus )
The University of British Columbia 1981 — 1986
B.A.Sc., Engineering Physics, Electrical Engineering Major
Point B March 2013 - Present
Bank of America May 2008 - March 2013
AT&T 2007 - May 2008
Cingular Wireless September 2003 - February 2008
AT&T Wireless February 2000 - September 2003
AT&T Wireless/Cingular 1999 - February 2000
Telus January 1995 - May 1999
Skills
Product Management, Mobile Devices, E-commerce, Wireless, Vendor Management, Business Analysis, Cross-functional Team..., Strategy, Mobile Applications, Telecommunications, Financial Analysis, Architecture, Business Development, IP, Mobile Technology, Solution Architecture, Mobile Payments, Program Management, Software Development, Team Leadership, UMTS
Education
The University of British Columbia 1990 — 1994
M.B.A., Business ( Finance focus )
The University of British Columbia 1981 — 1986
B.A.Sc., Engineering Physics, Electrical Engineering Major
Scott Arnold Scott Arnold's Bank of America Experience April 2002 - October 2010
Job Internet Sales Manager at Classic Lexus
Industry Automotive
Experience
Classic Lexus June 2012 - Present
Classic Lexus October 2010 - June 2012
Bank of America April 2002 - October 2010
Bank of America December 2000 - April 2002
Skills
Negotiation, Automotive, Marketing, Online Advertising, Internet, Sales, Sales Management, Direct Sales
Education
The University of Akron 1991 — 1995
Business/Corporate Communications
Massillon Washington High School
Classic Lexus June 2012 - Present
Classic Lexus October 2010 - June 2012
Bank of America April 2002 - October 2010
Bank of America December 2000 - April 2002
Skills
Negotiation, Automotive, Marketing, Online Advertising, Internet, Sales, Sales Management, Direct Sales
Education
The University of Akron 1991 — 1995
Business/Corporate Communications
Massillon Washington High School
Sandeep Vaid Sandeep Vaid's Bank of America Experience January 2006 - December 2007
Job Manager Services OpenText Analytics | MBA Candidate at University of Chicago Booth School of Business
Industry Computer Software
Experience
OpenText May 2008 - Present
Lincoln Financial Group December 2007 - May 2008
Bank of America January 2006 - December 2007
Infosys Technologies Ltd 2003 - 2007
Skills
Business Intelligence, Solution Architecture, Software Project..., Requirements Analysis, Integration, Data Integration, Data-driven Decision..., System Integration, Strategic Planning, Managed Services, IT Strategy, Cloud Applications, Business Analytics, Business Strategy, Operational Analytics, PL/SQL, Data Modeling, XML, BIRT, Actuate, Weblogic, SOA, Dashboard, Java Enterprise Edition, Management Consulting, System Architecture, Business Intelligence..., Enterprise Software, Enterprise Architecture, Professional Services, Pre-sales
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pune 1999 — 2003
BE, IT
OpenText May 2008 - Present
Lincoln Financial Group December 2007 - May 2008
Bank of America January 2006 - December 2007
Infosys Technologies Ltd 2003 - 2007
Skills
Business Intelligence, Solution Architecture, Software Project..., Requirements Analysis, Integration, Data Integration, Data-driven Decision..., System Integration, Strategic Planning, Managed Services, IT Strategy, Cloud Applications, Business Analytics, Business Strategy, Operational Analytics, PL/SQL, Data Modeling, XML, BIRT, Actuate, Weblogic, SOA, Dashboard, Java Enterprise Edition, Management Consulting, System Architecture, Business Intelligence..., Enterprise Software, Enterprise Architecture, Professional Services, Pre-sales
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Pune 1999 — 2003
BE, IT
James Caulfield's Bank of America Experience July 1997 - June 2003
Job Executive Vice President, Chief Risk Officer New York Branch at Mitsubishi UFJ Trust and Banking Corporation
Industry Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation June 2014 - Present
BP August 2013 - March 2014
BP January 2011 - August 2013
BP July 2007 - January 2011
Agland Partners, LLC September 2006 - May 2007
Ritchie Capital Management August 2003 - August 2006
Bank of America July 1997 - June 2003
UBS 1996 - 1997
First Boston January 1995 - September 1996
ABN AMRO 1987 - 1994
Skills
Credit Risk, Market Risk, Operational Risk, Trading, Derivatives, Enterprise Risk..., Commodity Markets, Options, Hedging, Portfolio Management, Risk Management, Hedge Funds, Credit Trading, Fixed Income Trading, Equity Trading, Interest Rate...
Education
University of Chicago Graduate School of Business
MBA, Stats and Accounting
Georgetown University School of Foreign Service
BS Foreign Service, International Finance and Trade
Mitsubishi UFJ Trust & Banking Corporation June 2014 - Present
BP August 2013 - March 2014
BP January 2011 - August 2013
BP July 2007 - January 2011
Agland Partners, LLC September 2006 - May 2007
Ritchie Capital Management August 2003 - August 2006
Bank of America July 1997 - June 2003
UBS 1996 - 1997
First Boston January 1995 - September 1996
ABN AMRO 1987 - 1994
Skills
Credit Risk, Market Risk, Operational Risk, Trading, Derivatives, Enterprise Risk..., Commodity Markets, Options, Hedging, Portfolio Management, Risk Management, Hedge Funds, Credit Trading, Fixed Income Trading, Equity Trading, Interest Rate...
Education
University of Chicago Graduate School of Business
MBA, Stats and Accounting
Georgetown University School of Foreign Service
BS Foreign Service, International Finance and Trade
Roger Johanson Roger Johanson's Bank of America Experience May 2008 - April 2010
Job Managing Director, Project Finance at Renewable Energy Trust Capital, Inc.
Industry Financial Services
Experience
Renewable Energy Trust Capital, Inc. February 2015 - Present
GCL Solar Energy, Inc. February 2011 - January 2015
Bank of America May 2008 - April 2010
CIT Group, Inc. October 2006 - July 2007
CIT Group, Inc. November 2005 - October 2006
GE Commercial Finance December 2004 - November 2005
GE Capital Corporation November 2002 - December 2004
GATX Capital Corporation May 2001 - November 2001
GATX Capital Corporation January 2000 - May 2001
GATX Capital Corporation January 1999 - January 2000
Skills
Analytics, Structured Finance, Due Diligence, Project Finance, Financial Structuring, Financial Modeling, Corporate Finance, Portfolio Management, Private Equity, Financial Analysis, Capital Markets, Mergers, Asset Managment, Credit Analysis, Risk Management, Corporate Development, Investments, Finance, Solar PV, Cleantech, Debt, Strategic Negotiations, Loans, Business Strategy, Asset Based Lending, Business Planning, Mergers & Acquisitions, Asset Management, Leveraged Finance, Equities, Financial Services, Business Development, Funding, Restructuring, Solar Energy, Renewable Energy
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance & Statistics
University of California, Los Angeles 1978 — 1982
BA, Business Economics
Renewable Energy Trust Capital, Inc. February 2015 - Present
GCL Solar Energy, Inc. February 2011 - January 2015
Bank of America May 2008 - April 2010
CIT Group, Inc. October 2006 - July 2007
CIT Group, Inc. November 2005 - October 2006
GE Commercial Finance December 2004 - November 2005
GE Capital Corporation November 2002 - December 2004
GATX Capital Corporation May 2001 - November 2001
GATX Capital Corporation January 2000 - May 2001
GATX Capital Corporation January 1999 - January 2000
Skills
Analytics, Structured Finance, Due Diligence, Project Finance, Financial Structuring, Financial Modeling, Corporate Finance, Portfolio Management, Private Equity, Financial Analysis, Capital Markets, Mergers, Asset Managment, Credit Analysis, Risk Management, Corporate Development, Investments, Finance, Solar PV, Cleantech, Debt, Strategic Negotiations, Loans, Business Strategy, Asset Based Lending, Business Planning, Mergers & Acquisitions, Asset Management, Leveraged Finance, Equities, Financial Services, Business Development, Funding, Restructuring, Solar Energy, Renewable Energy
Education
The University of Chicago Booth School of Business 1986 — 1988
MBA, Finance & Statistics
University of California, Los Angeles 1978 — 1982
BA, Business Economics
Troy McNall Troy McNall's Bank of America Experience 2002 - 2007
Job Business Intelligence Analyst, CCCM
Industry Computer Software
Experience
Virtual Hold Technology October 2006 - Present
Bank Of America 2002 - 2007
MBNA America 2002 - 2005
Skills
Call Center, Customer Experience, Team Leadership, CTI, Vendor Management, Agile Methodologies, CRM, Call Centers, IVR, VoIP, Salesforce.com, Telecommunications, Enterprise Software, SaaS, Avaya, Integration, Contact Centers, Business Intelligence, Telephony, Solution Architecture, Visio, Cloud Computing, Analysis, Analytics, SDLC, SQL, Agile Project Management
Education
The University of Akron 1990 — 1996
Psychology
Virtual Hold Technology October 2006 - Present
Bank Of America 2002 - 2007
MBNA America 2002 - 2005
Skills
Call Center, Customer Experience, Team Leadership, CTI, Vendor Management, Agile Methodologies, CRM, Call Centers, IVR, VoIP, Salesforce.com, Telecommunications, Enterprise Software, SaaS, Avaya, Integration, Contact Centers, Business Intelligence, Telephony, Solution Architecture, Visio, Cloud Computing, Analysis, Analytics, SDLC, SQL, Agile Project Management
Education
The University of Akron 1990 — 1996
Psychology
Juan Pablo Gallipoli's Bank of America Experience 1996 - 2000
Job Debt Capital Markets Origination, HSBC Securities
Industry Capital Markets
Experience
HSBC Securities (USA), Inc. May 2006 - Present
iStar Financial January 2003 - May 2006
Merrill Lynch 2000 - 2001
Bank of America 1996 - 2000
Skills
Equities, Corporate Finance, Capital Markets, Investment Banking, Fixed Income, Derivatives
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Honors, Finance, Economics
Universidad Catolica Argentina 1992 — 1996
BBA, Finance, Economics
Universidad Catolica Argentina 1991 — 1996
CPA, Accounting, Taxes
HSBC Securities (USA), Inc. May 2006 - Present
iStar Financial January 2003 - May 2006
Merrill Lynch 2000 - 2001
Bank of America 1996 - 2000
Skills
Equities, Corporate Finance, Capital Markets, Investment Banking, Fixed Income, Derivatives
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Honors, Finance, Economics
Universidad Catolica Argentina 1992 — 1996
BBA, Finance, Economics
Universidad Catolica Argentina 1991 — 1996
CPA, Accounting, Taxes
Thomas Osberg's Bank of America Experience December 1993 - January 1999
Job Experienced IT Professional
Industry Information Technology and Services
Experience
Kaiser Permanente May 2008 - Present
Applied Technology Solutions, Inc. August 2004 - April 2008
General Motors Acceptance Corp. January 1999 - February 2004
General Motors 1999 - 2004
Bank of America December 1993 - January 1999
Skills
IT Management, Enterprise Architecture, Enterprise Software, System Architecture, IT Strategy, Management, Program Management, Project Portfolio..., Data Center, Information Technology, Leadership, Strategy, Vendor Management, Project Management
Education
The University of Chicago Booth School of Business
MBA
University of Illinois at Urbana-Champaign
BS
Kaiser Permanente May 2008 - Present
Applied Technology Solutions, Inc. August 2004 - April 2008
General Motors Acceptance Corp. January 1999 - February 2004
General Motors 1999 - 2004
Bank of America December 1993 - January 1999
Skills
IT Management, Enterprise Architecture, Enterprise Software, System Architecture, IT Strategy, Management, Program Management, Project Portfolio..., Data Center, Information Technology, Leadership, Strategy, Vendor Management, Project Management
Education
The University of Chicago Booth School of Business
MBA
University of Illinois at Urbana-Champaign
BS
Rinkal Thakker's Bank of America Experience April 2009 - August 2011
Job Founder, Vyoma Inc
Industry Information Technology and Services
Experience
Vyoma August 2011 - Present
Bank of America April 2009 - August 2011
Toastmasters International January 2009 - July 2009
MediaSentry October 2006 - December 2008
SafeNet 2006 - 2008
American Family Insurance October 2005 - July 2006
BMI Associates July 2004 - October 2005
Skills
SDLC, Project Management, Finance, Program Management, Business Analysis, Entertainment, Software Project..., Change Management, Project Portfolio..., Banking, Management, Requirements Gathering, Software Development, Credit, Testing, Vendor Management, Cross-functional Team..., Data Warehousing, Project Delivery, PMP, Product Management, Business Process, Team Leadership, Project Planning, Integration, Analysis, Management Consulting, IT Management, IT Strategy, Process Improvement, SQL, CRM, Risk Management, Business Process..., Agile Methodologies, SharePoint, Business Requirements, Visio, Governance, ITIL, Requirements Analysis, PMO, Strategy, MS Project, Software Documentation
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Mumbai 2009 — 2011
Master's Degree
University of Mumbai 2001 — 2003
Bachelor's Degree
Nelson High School
High School
Vyoma August 2011 - Present
Bank of America April 2009 - August 2011
Toastmasters International January 2009 - July 2009
MediaSentry October 2006 - December 2008
SafeNet 2006 - 2008
American Family Insurance October 2005 - July 2006
BMI Associates July 2004 - October 2005
Skills
SDLC, Project Management, Finance, Program Management, Business Analysis, Entertainment, Software Project..., Change Management, Project Portfolio..., Banking, Management, Requirements Gathering, Software Development, Credit, Testing, Vendor Management, Cross-functional Team..., Data Warehousing, Project Delivery, PMP, Product Management, Business Process, Team Leadership, Project Planning, Integration, Analysis, Management Consulting, IT Management, IT Strategy, Process Improvement, SQL, CRM, Risk Management, Business Process..., Agile Methodologies, SharePoint, Business Requirements, Visio, Governance, ITIL, Requirements Analysis, PMO, Strategy, MS Project, Software Documentation
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Mumbai 2009 — 2011
Master's Degree
University of Mumbai 2001 — 2003
Bachelor's Degree
Nelson High School
High School
Matt Kelley's Bank of America Experience 1996 - 1999
Job Chief Financial Officer at creative werks, llc
Industry Consumer Goods
Experience
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
creative werks, llc January 2012 - Present
Navigant Capital Advisors 2006 - January 2012
Accretive Health 2005 - 2006
Deloitte & Touche 2003 - 2005
J.P. Morgan Securities 2001 - 2002
Bank of America 1996 - 1999
KPMG 1993 - 1995
Skills
Corporate Finance, Business Valuation, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Financial Reporting, Investments, Portfolio Management, Risk Management, Equities, Forecasting, Auditing, Process Improvement, Leadership
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance and Economics
University of Notre Dame 1989 — 1993
BBA, Accountancy
Betsy Blehinger's Bank of America Experience April 2010 - April 2012
Job Lead Project Manager at Nike
Industry Management Consulting
Experience
Nike March 2013 - Present
ACME Business Consulting January 2013 - March 2013
ACME Business Consulting April 2012 - December 2012
Bank of America April 2010 - April 2012
Bank of America January 2008 - March 2010
Bank of America (LaSalle Bank / ABN Amro) September 2005 - January 2008
Accenture 2003 - 2005
Allstate Insurance 2002 - 2003
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Finance & Marketing
University of Tennessee-Knoxville 1998 — 2002
Walnut Hills
Nike March 2013 - Present
ACME Business Consulting January 2013 - March 2013
ACME Business Consulting April 2012 - December 2012
Bank of America April 2010 - April 2012
Bank of America January 2008 - March 2010
Bank of America (LaSalle Bank / ABN Amro) September 2005 - January 2008
Accenture 2003 - 2005
Allstate Insurance 2002 - 2003
Education
The University of Chicago - Booth School of Business 2006 — 2009
MBA, Finance & Marketing
University of Tennessee-Knoxville 1998 — 2002
Walnut Hills
Blake Goodsell's Bank of America Experience January 2015 - Present
Job Legal Counsel at Bank of America
Industry Law Practice
Experience
Bank of America January 2015 - Present
Bradley Arant Boult Cummings LLP September 2011 - Present
Galloway, Johnson, Tompkins, Burr & Smith August 2010 - August 2011
Skills
Liability, Construction Law, Product Liability, Civil Litigation, Litigation, Commercial Litigation, Legal Writing, Corporate Law, Torts, Courts, Arbitration, Trials, Mediation, Defense, Mortgage Banking, Mortgage Servicing, Employment Law, Insurance Law, Personal Injury..., TILA, Property Law, RESPA, Maritime Law, FCRA, Creditors' Rights, Real Estate, Mortgage Compliance, Business Litigation
Education
The University of Alabama School of Law 2007 — 2010
J.D.
University of Alabama 2002 — 2010
Urban and Regional Planning; Juris Doctorate, Geography, Law
Bank of America January 2015 - Present
Bradley Arant Boult Cummings LLP September 2011 - Present
Galloway, Johnson, Tompkins, Burr & Smith August 2010 - August 2011
Skills
Liability, Construction Law, Product Liability, Civil Litigation, Litigation, Commercial Litigation, Legal Writing, Corporate Law, Torts, Courts, Arbitration, Trials, Mediation, Defense, Mortgage Banking, Mortgage Servicing, Employment Law, Insurance Law, Personal Injury..., TILA, Property Law, RESPA, Maritime Law, FCRA, Creditors' Rights, Real Estate, Mortgage Compliance, Business Litigation
Education
The University of Alabama School of Law 2007 — 2010
J.D.
University of Alabama 2002 — 2010
Urban and Regional Planning; Juris Doctorate, Geography, Law
Patrick Smith's Bank of America Experience September 2005 - July 2007
Job VP, Channel Strategy & Customer Experience at Capital One
Industry Financial Services
Experience
Capital One September 2011 - Present
Wells Fargo July 2007 - September 2011
Bank of America September 2005 - July 2007
Accenture September 1998 - August 2005
Skills
Strategy, E-commerce, Digital Strategy, Management Consulting, Leadership, Marketing, Telecommunications, Team Management, Budgets, Customer Experience, Analytics, Banking, Business Analysis, Business Strategy, Change Management, Credit Risk, Cross-functional Team..., Financial Services, Management, Managerial Finance, Process Improvement, Product Management, Program Management, Risk Management, Strategic Planning, Vendor Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Virginia
Master's Degree, Information Technology
Tuskegee University
Bachelor's Degree, Finance
Capital One September 2011 - Present
Wells Fargo July 2007 - September 2011
Bank of America September 2005 - July 2007
Accenture September 1998 - August 2005
Skills
Strategy, E-commerce, Digital Strategy, Management Consulting, Leadership, Marketing, Telecommunications, Team Management, Budgets, Customer Experience, Analytics, Banking, Business Analysis, Business Strategy, Change Management, Credit Risk, Cross-functional Team..., Financial Services, Management, Managerial Finance, Process Improvement, Product Management, Program Management, Risk Management, Strategic Planning, Vendor Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Virginia
Master's Degree, Information Technology
Tuskegee University
Bachelor's Degree, Finance
Philipp Frings's Bank of America Experience 1974 - 1992
Job retired
Industry Banking
Experience
Orient Bancorporation 2000 - Present
Bank of the Orient 1997 - 2008
Transamerica 1992 - 1997
Bank of America 1974 - 1992
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Asset Management, Portfolio Management, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Commercial Banking, Due Diligence, Investments, Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA
Rheinische Friedrich-Wilhelms-Universität Bonn 1961 — 1966
PHD, Economics, Business
Orient Bancorporation 2000 - Present
Bank of the Orient 1997 - 2008
Transamerica 1992 - 1997
Bank of America 1974 - 1992
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Asset Management, Portfolio Management, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Commercial Banking, Due Diligence, Investments, Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA
Rheinische Friedrich-Wilhelms-Universität Bonn 1961 — 1966
PHD, Economics, Business
Daniel LaPushin's Bank of America Experience May 2011 - May 2015
Job Manager at Accenture
Industry Banking
Experience
Accenture June 2015 - Present
BANK OF AMERICA May 2011 - May 2015
BANK OF AMERICA September 2001 - May 2011
WELLS FARGO & CO August 1999 - June 2001
SUNGARD CAPITAL MARKETS November 1994 - July 1997
SALOMON BROTHERS INC. PORTFOLIO ANALYSIS GROUP August 1992 - September 1994
Skills
Risk Management, Financial Modeling, Statistical Data..., Derivatives, Monte Carlo Simulation, Data Visualization, R/S+, SQL, Excel, Bloomberg, Tableau, LaTeX, Microsoft Excel, Python, Capital Markets
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance / Econometrics
University of Pennsylvania 1989 — 1992
BA, Economics and Mathematics; Economics
Accenture June 2015 - Present
BANK OF AMERICA May 2011 - May 2015
BANK OF AMERICA September 2001 - May 2011
WELLS FARGO & CO August 1999 - June 2001
SUNGARD CAPITAL MARKETS November 1994 - July 1997
SALOMON BROTHERS INC. PORTFOLIO ANALYSIS GROUP August 1992 - September 1994
Skills
Risk Management, Financial Modeling, Statistical Data..., Derivatives, Monte Carlo Simulation, Data Visualization, R/S+, SQL, Excel, Bloomberg, Tableau, LaTeX, Microsoft Excel, Python, Capital Markets
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance / Econometrics
University of Pennsylvania 1989 — 1992
BA, Economics and Mathematics; Economics
Caleb Kim's Bank of America Experience September 2008 - May 2011
Job Vice President, Corporate Development at Western Union
Industry Financial Services
Experience
The Western Union Company 2011 - Present
Bank of America September 2008 - May 2011
Countrywide Financial Corp September 2006 - August 2008
Mattel,Inc. 2004 - 2006
Arthur D. Little 1997 - 2002
Skills
Partnerships, Corporate Development, Mergers & Acquisitions, Strategy, Joint Ventures, Leadership, Mergers, Strategic Alliances, Management, Risk Management, Strategic Partnerships, Business Development
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
UC Berkeley 1993 — 1997
Bachelor's degree, Economics, Business
The Western Union Company 2011 - Present
Bank of America September 2008 - May 2011
Countrywide Financial Corp September 2006 - August 2008
Mattel,Inc. 2004 - 2006
Arthur D. Little 1997 - 2002
Skills
Partnerships, Corporate Development, Mergers & Acquisitions, Strategy, Joint Ventures, Leadership, Mergers, Strategic Alliances, Management, Risk Management, Strategic Partnerships, Business Development
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (M.B.A.)
UC Berkeley 1993 — 1997
Bachelor's degree, Economics, Business
William Rae's Bank of America Experience February 2014 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America November 1999 - Present
Bank of America May 2011 - January 2014
Bank of America July 2007 - April 2011
Skills
Loans, Credit Analysis, Credit Cards, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Small Business Lending, Vendor Management, Commercial Lending, Lines Of Credit, Call Center, Financial Analysis, Mortgage Servicing, Mortgage Banking, Mortgage Lending, Commercial Banking, Loan Origination, Customer Acquisition, Leadership, Financial Services, Investments, Default, Insurance, Portfolio Management, Mutual Funds, Call Centers, Cross Selling, Underwriting, Relationship Management
Education
The University of Akron 1994 — 1999
Bachelor of Arts (B.A.), Psychology
Grand River Academy 1992 — 1994
Cleveland Heights High School
Bank of America February 2014 - Present
Bank of America November 1999 - Present
Bank of America May 2011 - January 2014
Bank of America July 2007 - April 2011
Skills
Loans, Credit Analysis, Credit Cards, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Small Business Lending, Vendor Management, Commercial Lending, Lines Of Credit, Call Center, Financial Analysis, Mortgage Servicing, Mortgage Banking, Mortgage Lending, Commercial Banking, Loan Origination, Customer Acquisition, Leadership, Financial Services, Investments, Default, Insurance, Portfolio Management, Mutual Funds, Call Centers, Cross Selling, Underwriting, Relationship Management
Education
The University of Akron 1994 — 1999
Bachelor of Arts (B.A.), Psychology
Grand River Academy 1992 — 1994
Cleveland Heights High School
Cheryl Sneor's Bank of America Experience March 1998 - Present
Job Portfolio Manager at Bank of America
Industry Banking
Experience
Bank of America March 1998 - Present
First Midwest Bank July 1995 - March 1998
Skills
Credit Analysis, Commercial Lending, Underwriting, Portfolio Management
Education
The University of Chicago Booth School of Business 2000 — 2005
Bank of America March 1998 - Present
First Midwest Bank July 1995 - March 1998
Skills
Credit Analysis, Commercial Lending, Underwriting, Portfolio Management
Education
The University of Chicago Booth School of Business 2000 — 2005
Phil Budowanec's Bank of America Experience 2007 - Present
Job IT Auditor Bank of America
Industry Banking
Experience
Bank of America 2007 - Present
Ernst & Young LLP 2005 - 2007
Cleveland Clinic 2000 - 2005
Skills
IT Audit, CISA, Internal Audit, COSO, COBIT, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Risk Management, Governance, Business Continuity, Operational Risk, Process Improvement, Information Technology, Business Analysis, Risk Assessment, Banking, Disaster Recovery, Auditing, Project Management, SAS70, Information Security...
Education
The University of Akron 2000 — 2004
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Bank of America 2007 - Present
Ernst & Young LLP 2005 - 2007
Cleveland Clinic 2000 - 2005
Skills
IT Audit, CISA, Internal Audit, COSO, COBIT, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Risk Management, Governance, Business Continuity, Operational Risk, Process Improvement, Information Technology, Business Analysis, Risk Assessment, Banking, Disaster Recovery, Auditing, Project Management, SAS70, Information Security...
Education
The University of Akron 2000 — 2004
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Meredith Hein's Bank of America Experience 2003 - 2008
Job Brand, Marketing and Product Strategy Leader
Industry Hospital & Health Care
Experience
Walgreens 2010 - Present
Advanta 2008 - 2009
Bank of America 2003 - 2008
Metris Companies 1999 - 2003
US Bank 1994 - 1999
Skills
Product Marketing, Integrated Marketing, Marketing Strategy, Marketing, Product Management, Leadership, Segmentation, CRM, Direct Marketing, Product Development, Management, Strategic Planning, Analytics, Cross-functional Team..., Customer Insight, Business Strategy, Competitive Analysis, Multi-channel Marketing, Marketing Management, Brand Management, Advertising, E-commerce, Email Marketing, Product Launch, Customer Acquisition, New Product Development, Digital Marketing, Strategic Partnerships, P&L Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Marketing and Finance
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
Walgreens 2010 - Present
Advanta 2008 - 2009
Bank of America 2003 - 2008
Metris Companies 1999 - 2003
US Bank 1994 - 1999
Skills
Product Marketing, Integrated Marketing, Marketing Strategy, Marketing, Product Management, Leadership, Segmentation, CRM, Direct Marketing, Product Development, Management, Strategic Planning, Analytics, Cross-functional Team..., Customer Insight, Business Strategy, Competitive Analysis, Multi-channel Marketing, Marketing Management, Brand Management, Advertising, E-commerce, Email Marketing, Product Launch, Customer Acquisition, New Product Development, Digital Marketing, Strategic Partnerships, P&L Management
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Marketing and Finance
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Finance
Chris Brown, CFA's Bank of America Experience August 1995 - March 1999
Job Managing Director at SOLIC Capital
Industry Investment Management
Experience
SOLIC Capital June 2013 - Present
Navigant Capital Advisors November 2010 - June 2013
Pangaea Asset Management July 2008 - November 2010
Newberry Capital Management September 2006 - July 2008
Ritchie Capital Management September 2004 - September 2006
PPM America March 1999 - July 2004
Bank of America August 1995 - March 1999
Federal Reserve Bank of Chicago 1991 - 1995
Skills
Valuation, Restructuring, Investment Banking, Corporate Finance, Finance, Mergers, Private Placements, Credit, Capital Markets, Mergers & Acquisitions, Portfolio Management, Divestitures, Financial Analysis, Venture Capital, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity, Financial Modeling, Leveraged Finance, Equities, Business Valuation, Mutual Funds, Due Diligence, Loans, Fixed Income
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance and Marketing
University of Michigan 1987 — 1991
BA, Economics
SOLIC Capital June 2013 - Present
Navigant Capital Advisors November 2010 - June 2013
Pangaea Asset Management July 2008 - November 2010
Newberry Capital Management September 2006 - July 2008
Ritchie Capital Management September 2004 - September 2006
PPM America March 1999 - July 2004
Bank of America August 1995 - March 1999
Federal Reserve Bank of Chicago 1991 - 1995
Skills
Valuation, Restructuring, Investment Banking, Corporate Finance, Finance, Mergers, Private Placements, Credit, Capital Markets, Mergers & Acquisitions, Portfolio Management, Divestitures, Financial Analysis, Venture Capital, Alternative Investments, Financial Structuring, Hedge Funds, Private Equity, Financial Modeling, Leveraged Finance, Equities, Business Valuation, Mutual Funds, Due Diligence, Loans, Fixed Income
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance and Marketing
University of Michigan 1987 — 1991
BA, Economics
Liz (Henry) Arnold's Bank of America Experience January 2005 - May 2011
Job Associate at CBRE
Industry Real Estate
Experience
CBRE May 2011 - Present
Bank of America January 2005 - May 2011
Crowe Chizek August 2004 - December 2004
Skills
Financial Analysis, Financial Modeling, Due Diligence, Capital Markets, Real Estate Economics, Portfolio Management, Commercial Real Estate, Finance, Real Estate
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor's Degree, Finance
Benet Academy 1996 — 2000
CBRE May 2011 - Present
Bank of America January 2005 - May 2011
Crowe Chizek August 2004 - December 2004
Skills
Financial Analysis, Financial Modeling, Due Diligence, Capital Markets, Real Estate Economics, Portfolio Management, Commercial Real Estate, Finance, Real Estate
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA, Finance, Accounting
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
Bachelor's Degree, Finance
Benet Academy 1996 — 2000
Rebecca Pietro, PMP's Bank of America Experience March 2010 - Present
Job VP; Online & Mobile Channel Delivery Consultant at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
Bank of America October 2008 - March 2010
Bank of America (Contractor - TEKSystems) April 2008 - September 2008
Novant Health 2004 - March 2008
Access CoverageCorp 2002 - 2004
Norstan Consulting 1996 - 2002
PRIMA Consulting 1996 - 2002
Skills
SharePoint, Vendor Management, Requirements Analysis, Process Improvement, PMP, Software Project..., SDLC, Business Analysis, Project Portfolio..., PMO
Education
The University of Akron 1991 — 2005
Mogadore 1988 — 1991
Bank of America March 2010 - Present
Bank of America October 2008 - March 2010
Bank of America (Contractor - TEKSystems) April 2008 - September 2008
Novant Health 2004 - March 2008
Access CoverageCorp 2002 - 2004
Norstan Consulting 1996 - 2002
PRIMA Consulting 1996 - 2002
Skills
SharePoint, Vendor Management, Requirements Analysis, Process Improvement, PMP, Software Project..., SDLC, Business Analysis, Project Portfolio..., PMO
Education
The University of Akron 1991 — 2005
Mogadore 1988 — 1991
Sheryl Bartol's Bank of America Experience 1993 - 2012
Job private investor
Industry Investment Management
Experience
Bank of America 1993 - 2012
Skills
Private Equity, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Alternative Investments, Venture Capital, Financial Structuring
Education
The University of Chicago 1991 — 1993
MBA
The University of Chicago Booth School of Business 1991 — 1993
MBA
University of Pennsylvania 1984 — 1988
BS, Econ
Bank of America 1993 - 2012
Skills
Private Equity, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Alternative Investments, Venture Capital, Financial Structuring
Education
The University of Chicago 1991 — 1993
MBA
The University of Chicago Booth School of Business 1991 — 1993
MBA
University of Pennsylvania 1984 — 1988
BS, Econ
Darrell Nolan,CFA's Bank of America Experience 1995 - June 2006
Job Financial Professional | Banker | Equity Trader | Sole Proprietor The Wayward Book
Industry Financial Services
Experience
The Wayward Book July 2008 - Present
Indestructible LLC September 2007 - August 2008
Bank of America 1995 - June 2006
Bank of America 1994 - 1995
Bank of America 1994 - 1994
Continental Bank April 1990 - December 1993
The First National Bank of Chicago March 1989 - February 1990
Continental Bank January 1988 - February 1989
Skills
Marketing, Equities, Trading, Management, Derivatives, Due Diligence, Capital Markets, Business Strategy, Team Building, Financial Modeling, Risk Management, Banking, Finance, Private Equity, FX Options, Options, Analysis, Treasury Management, Financial Services, Credit Risk, Financial Structuring, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1987 — 1991
MBA, Finance
University of Notre Dame 1979 — 1983
Bachelor, Finance, Philosophy
The Wayward Book July 2008 - Present
Indestructible LLC September 2007 - August 2008
Bank of America 1995 - June 2006
Bank of America 1994 - 1995
Bank of America 1994 - 1994
Continental Bank April 1990 - December 1993
The First National Bank of Chicago March 1989 - February 1990
Continental Bank January 1988 - February 1989
Skills
Marketing, Equities, Trading, Management, Derivatives, Due Diligence, Capital Markets, Business Strategy, Team Building, Financial Modeling, Risk Management, Banking, Finance, Private Equity, FX Options, Options, Analysis, Treasury Management, Financial Services, Credit Risk, Financial Structuring, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1987 — 1991
MBA, Finance
University of Notre Dame 1979 — 1983
Bachelor, Finance, Philosophy
Cynthia Chung's Bank of America Experience September 2005 - September 2009
Job Vice President, Audit Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2013 - August 2014
Northern Trust Corporation September 2009 - June 2013
Bank of America September 2005 - September 2009
Kraft Foods Group November 2004 - July 2005
Chicago Board Options Exchange July 2002 - October 2004
Heller Financial November 2000 - April 2002
AMLI Residential October 1999 - October 2000
Arthur Andersen & Co. July 1996 - September 1999
Skills
Internal Audit, Auditing, Finance, Business Analysis, Business Process, Financial Analysis, Risk Management, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Operational Risk..., Accounting, Operational Risk, Credit Risk, IT Audit, Banking, Financial Services
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Economics & Entrepreneurship, 3.83/4.0
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting, 5.0/5.0
Northern Trust Corporation August 2014 - Present
Northern Trust Corporation June 2013 - August 2014
Northern Trust Corporation September 2009 - June 2013
Bank of America September 2005 - September 2009
Kraft Foods Group November 2004 - July 2005
Chicago Board Options Exchange July 2002 - October 2004
Heller Financial November 2000 - April 2002
AMLI Residential October 1999 - October 2000
Arthur Andersen & Co. July 1996 - September 1999
Skills
Internal Audit, Auditing, Finance, Business Analysis, Business Process, Financial Analysis, Risk Management, Financial Risk, Sarbanes-Oxley Act, Enterprise Risk..., Internal Controls, Operational Risk..., Accounting, Operational Risk, Credit Risk, IT Audit, Banking, Financial Services
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA, Finance, Accounting, Economics & Entrepreneurship, 3.83/4.0
University of Illinois at Urbana-Champaign 1993 — 1995
Bachelor of Science, Accounting, 5.0/5.0
Will Furr's Bank of America Experience January 2001 - August 2009
Job EVP, Key Community Bank CFO at KeyCorp
Industry Banking
Experience
KeyCorp November 2012 - Present
Regions Financial Corporation August 2009 - November 2012
Bank of America January 2001 - August 2009
Thermixx Company July 1999 - January 2001
Skills
Financial Analysis, Forecasting, Risk Management, Corporate Finance, Banking, Finance, Strategy, Business Planning, Credit, Business Strategy, Portfolio Management, Securitization, Commercial Banking, Management, Structured Finance, Middle Market, Financial Modeling
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BSBA
KeyCorp November 2012 - Present
Regions Financial Corporation August 2009 - November 2012
Bank of America January 2001 - August 2009
Thermixx Company July 1999 - January 2001
Skills
Financial Analysis, Forecasting, Risk Management, Corporate Finance, Banking, Finance, Strategy, Business Planning, Credit, Business Strategy, Portfolio Management, Securitization, Commercial Banking, Management, Structured Finance, Middle Market, Financial Modeling
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of North Carolina at Charlotte - Belk College of Business 1995 — 1999
BSBA
Christine Mondero Corrales's Bank of America Experience July 1997 - January 1999
Job Project Manager
Industry Banking
Experience
JPMorgan Chase August 2002 - February 2008
Banc One Capital Markets February 1999 - August 2002
Bank of America July 1997 - January 1999
First Chicago Capital Markets June 1996 - August 1996
Nicor Gas June 1992 - August 1995
Illinois Department of Transportation June 1991 - August 1991
Skills
Project Management, Process Improvement, Program Management, Vendor Management, Business Analysis, Cross-functional Team..., Business Process..., Social Media
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Civil Engineering
JPMorgan Chase August 2002 - February 2008
Banc One Capital Markets February 1999 - August 2002
Bank of America July 1997 - January 1999
First Chicago Capital Markets June 1996 - August 1996
Nicor Gas June 1992 - August 1995
Illinois Department of Transportation June 1991 - August 1991
Skills
Project Management, Process Improvement, Program Management, Vendor Management, Business Analysis, Cross-functional Team..., Business Process..., Social Media
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1988 — 1992
BS, Civil Engineering
Anthony Glass's Bank of America Experience May 2010 - October 2011
Job Vice President, Forecasting and Workforce Management at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable July 2013 - Present
Comcast November 2011 - June 2013
Bank of America May 2010 - October 2011
Bank of America 2009 - 2011
Bank of America December 2009 - May 2010
Bank of America September 2008 - November 2009
Bank of America December 2006 - August 2008
Bank of America April 2005 - October 2007
Bank of America November 1998 - March 2005
Bank of America November 1997 - November 1998
Skills
Call Center, Call Centers, Leadership, Management, Strategy, Six Sigma, Forecasting, Outsourcing, Vendor Management, Process Improvement, Budgets, Operations Management, Training, Business Process, Project Planning, Customer Experience, Customer Satisfaction, Risk Management, Customer Service, Banking, Strategic Planning, Change Management, Workforce Management
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Wisconsin-Madison 1982 — 1984
BBA, Accounting
Comcast Cable July 2013 - Present
Comcast November 2011 - June 2013
Bank of America May 2010 - October 2011
Bank of America 2009 - 2011
Bank of America December 2009 - May 2010
Bank of America September 2008 - November 2009
Bank of America December 2006 - August 2008
Bank of America April 2005 - October 2007
Bank of America November 1998 - March 2005
Bank of America November 1997 - November 1998
Skills
Call Center, Call Centers, Leadership, Management, Strategy, Six Sigma, Forecasting, Outsourcing, Vendor Management, Process Improvement, Budgets, Operations Management, Training, Business Process, Project Planning, Customer Experience, Customer Satisfaction, Risk Management, Customer Service, Banking, Strategic Planning, Change Management, Workforce Management
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance
University of Wisconsin-Madison 1982 — 1984
BBA, Accounting
Neeroo Badecha's Bank of America Experience May 1982 - Present
Job Director and Regional Manager, Americas at Bank of America
Industry Banking
Experience
Bank of America May 1982 - Present
Skills
People Management, Trading, Driving Revenue, Currency, Portfolio Management, Management, Credit Risk, Executive Management, Finance, Treasury Management, Financial Risk, Cash Management, FX Options, Risk Management, Payments, Foreign Exchange, Business Strategy, Capital Markets, Commercial Banking, Banking, Financial Analysis, Credit
Education
The University of British Columbia 1977 — 1980
Biochem
The University of British Columbia 1977 — 1980
BSC, Biochem
Bank of America May 1982 - Present
Skills
People Management, Trading, Driving Revenue, Currency, Portfolio Management, Management, Credit Risk, Executive Management, Finance, Treasury Management, Financial Risk, Cash Management, FX Options, Risk Management, Payments, Foreign Exchange, Business Strategy, Capital Markets, Commercial Banking, Banking, Financial Analysis, Credit
Education
The University of British Columbia 1977 — 1980
Biochem
The University of British Columbia 1977 — 1980
BSC, Biochem
Rob Brewer, CPWA®'s Bank of America Experience 2002 - 2006
Job Senior Vice President, Private Client Advisor
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management April 2010 - Present
U.S Trust, Bank of America Private Wealth Management 2006 - 2010
Bank of America 2002 - 2006
Cal Fed Investments 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Investments, Banking, Series 7, Credit, Loans, Asset Allocation, Asset Management, Series 63, Commercial Lending, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Investment Management, Wealth Management..., Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation - High Net Worth Wealth Management
Universidad de Sevilla 1998 — 1999
International Economics and Political Science
University of the Pacific 1995 — 1999
BA, International Studies & Spanish
U.S. Trust, Bank of America Private Wealth Management April 2010 - Present
U.S Trust, Bank of America Private Wealth Management 2006 - 2010
Bank of America 2002 - 2006
Cal Fed Investments 2001 - 2002
Morgan Stanley 1999 - 2001
Skills
Wealth Management, Investments, Banking, Series 7, Credit, Loans, Asset Allocation, Asset Management, Series 63, Commercial Lending, Strategic Financial..., Investment Advisory, Portfolio Management, Finance, Investment Management, Wealth Management..., Financial Planning
Education
The University of Chicago - Booth School of Business 2012 — 2012
Certified Private Wealth Advisor, Professional Designation - High Net Worth Wealth Management
Universidad de Sevilla 1998 — 1999
International Economics and Political Science
University of the Pacific 1995 — 1999
BA, International Studies & Spanish
Chinmaya Raul's Bank of America Experience April 2000 - December 2001
Job Lead Software Engineer at CME Group
Industry Financial Services
Experience
CME Group June 2008 - Present
Lehman Brothers January 2006 - April 2008
CVS/Caremark January 2005 - December 2005
Sears, Roebuck and Co. June 2004 - December 2004
ABN AMRO Bank January 2003 - June 2004
AT&T March 2002 - December 2002
Bank of America April 2000 - December 2001
Skills
Agile Methodologies, Enterprise Architecture, Software Development, SDLC, Websphere, Spring, Hadoop, Java Enterprise Edition, SOA, Weblogic
Education
University of Auckland, New Zealand 1995 — 1996
Master of Science (MS)
The University of Chicago Booth School of Business
CME Group June 2008 - Present
Lehman Brothers January 2006 - April 2008
CVS/Caremark January 2005 - December 2005
Sears, Roebuck and Co. June 2004 - December 2004
ABN AMRO Bank January 2003 - June 2004
AT&T March 2002 - December 2002
Bank of America April 2000 - December 2001
Skills
Agile Methodologies, Enterprise Architecture, Software Development, SDLC, Websphere, Spring, Hadoop, Java Enterprise Edition, SOA, Weblogic
Education
University of Auckland, New Zealand 1995 — 1996
Master of Science (MS)
The University of Chicago Booth School of Business
Dennis Biray's Bank of America Experience July 2010 - June 2013
Job Associate at Kayne Anderson Capital Advisors
Industry Investment Banking
Experience
Kayne Anderson Capital Advisors July 2013 - July 2015
Bank of America July 2010 - June 2013
Skills
Valuation, Investment Banking
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Kayne Anderson Capital Advisors July 2013 - July 2015
Bank of America July 2010 - June 2013
Skills
Valuation, Investment Banking
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Chuck Besser's Bank of America Experience September 1999 - September 2002
Job Owner, Besser Ventures; Besser Family Limited Partnersip
Industry Financial Services
Experience
Besser Ventures; Besser Family Limited Partnersip September 2002 - Present
Bank of America September 1999 - September 2002
Chiacgo Mercantile Exchange February 1984 - September 1999
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Economics, Finance
Besser Ventures; Besser Family Limited Partnersip September 2002 - Present
Bank of America September 1999 - September 2002
Chiacgo Mercantile Exchange February 1984 - September 1999
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Economics, Finance
Greg Blanck's Bank of America Experience 1993 - 2006
Job Senior Vice President at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2013 - Present
RBS Markets & International Banking 2006 - 2012
Bank of America 1993 - 2006
Skills
Structured Finance, Credit Analysis, Financial Analysis, Portfolio Management, Due Diligence, Project Management, Business Development, Strategic Planning, Team Leadership, Client Development, Deal Execution, Competitive Analysis, Origination, Presentation Development, Identifying Client Needs, Credit Risk, Asset Backed Financing, Syndications, Warehouse Lending, Problem Solving, Capital Markets, Liquidity Solutions, Loan Origination, Valuation, Securitization, Credit, Strategy, Investment Banking, Business Strategy, Derivatives, Private Equity, Financial Modeling, Fixed Income, Leveraged Finance
Education
The University of Chicago - Booth School of Business 1998 — 2002
MBA, Finance and Economics
University of Michigan 1989 — 1993
BBA, Finance and Accounting
U.S. Bank 2013 - Present
RBS Markets & International Banking 2006 - 2012
Bank of America 1993 - 2006
Skills
Structured Finance, Credit Analysis, Financial Analysis, Portfolio Management, Due Diligence, Project Management, Business Development, Strategic Planning, Team Leadership, Client Development, Deal Execution, Competitive Analysis, Origination, Presentation Development, Identifying Client Needs, Credit Risk, Asset Backed Financing, Syndications, Warehouse Lending, Problem Solving, Capital Markets, Liquidity Solutions, Loan Origination, Valuation, Securitization, Credit, Strategy, Investment Banking, Business Strategy, Derivatives, Private Equity, Financial Modeling, Fixed Income, Leveraged Finance
Education
The University of Chicago - Booth School of Business 1998 — 2002
MBA, Finance and Economics
University of Michigan 1989 — 1993
BBA, Finance and Accounting
Lili Chen's Bank of America Experience October 2013 - August 2014
Job MBA Candidate at Chicago Booth
Industry Financial Services
Experience
The University of Chicago Booth School of Business September 2014 - Present
Bank of America October 2013 - August 2014
Bank of America July 2011 - September 2013
Bank of America July 2009 - June 2011
Warrington College of Business, University of Florida 2008 - 2008
Skills
Financial Analysis, Finance, Treasury Management, Loans, Funding, Basel II, Banking, Risk Management, Liquidity Risk, Liquidity, Analysis, Fixed Income, Training
Education
The University of Chicago Booth School of Business 2014 — 2016
St. John's University in Rome, Italy
University of Florida - Warrington College Of Business
Bachelor
The University of Chicago Booth School of Business September 2014 - Present
Bank of America October 2013 - August 2014
Bank of America July 2011 - September 2013
Bank of America July 2009 - June 2011
Warrington College of Business, University of Florida 2008 - 2008
Skills
Financial Analysis, Finance, Treasury Management, Loans, Funding, Basel II, Banking, Risk Management, Liquidity Risk, Liquidity, Analysis, Fixed Income, Training
Education
The University of Chicago Booth School of Business 2014 — 2016
St. John's University in Rome, Italy
University of Florida - Warrington College Of Business
Bachelor
Angel Chen's Bank of America Experience June 2008 - August 2008
Job Sr. Pricing Analyst at Seagate Technology
Industry Information Technology and Services
Experience
Seagate Technology October 2014 - Present
Intel Corporation June 2014 - September 2014
PricewaterhouseCoopers September 2009 - July 2012
Bank of America June 2008 - August 2008
Skills
Mandarin, Accounting, Financial Reporting, Auditing, Excel, GAAP, Financial Accounting, Financial Analysis, US GAAP, Business Strategy, Corporate Finance, Valuation, Microsoft Excel, Microsoft Word
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2006 — 2009
Bachelor of Arts (BA), Business Economics
San Marino High School 2002 — 2006
Seagate Technology October 2014 - Present
Intel Corporation June 2014 - September 2014
PricewaterhouseCoopers September 2009 - July 2012
Bank of America June 2008 - August 2008
Skills
Mandarin, Accounting, Financial Reporting, Auditing, Excel, GAAP, Financial Accounting, Financial Analysis, US GAAP, Business Strategy, Corporate Finance, Valuation, Microsoft Excel, Microsoft Word
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2006 — 2009
Bachelor of Arts (BA), Business Economics
San Marino High School 2002 — 2006
Lili Corson's Bank of America Experience 2005 - 2006
Job Capital Markets Specialist, Commissioned Senior Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York 2008 - Present
Radian 2006 - 2008
Bank of America 2005 - 2006
Federal Home Loan Bank of Chicago 2003 - 2005
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Derivatives, Structured Products, Investment Banking, Financial Analysis, Portfolio Management, Risk Management, Analysis, Residential Mortgages, MBS, CDO, CMBS
Education
The University of Chicago Booth School of Business
MBA, Finance
Federal Reserve Bank of New York 2008 - Present
Radian 2006 - 2008
Bank of America 2005 - 2006
Federal Home Loan Bank of Chicago 2003 - 2005
Skills
Capital Markets, Fixed Income, Valuation, Financial Modeling, Derivatives, Structured Products, Investment Banking, Financial Analysis, Portfolio Management, Risk Management, Analysis, Residential Mortgages, MBS, CDO, CMBS
Education
The University of Chicago Booth School of Business
MBA, Finance
Cheryl Sneor's Bank of America Experience March 2008 - Present
Job AVP at Bank of America
Industry Banking
Experience
Bank of America March 2008 - Present
Education
The University of Chicago Booth School of Business 2001 — 2005
MBA, Finance and Economics
Bank of America March 2008 - Present
Education
The University of Chicago Booth School of Business 2001 — 2005
MBA, Finance and Economics
William Little's Bank of America Experience October 1998 - September 2001
Job Senior Vice President at the Hunt Development Group, LLC
Industry Real Estate
Experience
The JEL Group, LLC April 2012 - April 2013
The Chicago Housing Authority September 2001 - April 2012
Bank of America October 1998 - September 2001
Skills
Real Estate Development, Real Estate, Real Estate Transactions, Real Estate Economics, Affordable Housing, Property Management, Economic Development, Valuation, Disposition, Financial Analysis, Due Diligence, Asset Managment
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
University of Michigan Law School 1984 — 1987
JD, Law
University of Illinois at Urbana-Champaign 1980 — 1984
BSME, Mechanical Engineering
The JEL Group, LLC April 2012 - April 2013
The Chicago Housing Authority September 2001 - April 2012
Bank of America October 1998 - September 2001
Skills
Real Estate Development, Real Estate, Real Estate Transactions, Real Estate Economics, Affordable Housing, Property Management, Economic Development, Valuation, Disposition, Financial Analysis, Due Diligence, Asset Managment
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Accounting
University of Michigan Law School 1984 — 1987
JD, Law
University of Illinois at Urbana-Champaign 1980 — 1984
BSME, Mechanical Engineering
James Follette's Bank of America Experience July 2009 - July 2011
Job Managing Director, Correspondent Lending at PennyMac
Industry Financial Services
Experience
PennyMac July 2011 - Present
Bank of America July 2009 - July 2011
Countrywide Financial Corporation 2003 - 2008
LandSafe 2003 - 2005
Trans Union 1996 - 2003
TransUnion 1996 - 2003
FastParts 1996 - 1998
National Futures Association 1993 - 1996
First Computer Rentals 1986 - 1993
Skills
Credit, Mortgage Lending, Risk Management, Financial Analysis, Banking, Loans, Process Improvement, Credit Analysis, Portfolio Management, Financial Modeling, Mortgage Banking, Due Diligence, Finance, Underwriting, Financial Services, Credit Risk, Valuation, Strategic Planning, Financial Risk, Capital Markets, Relationship Management, Loan Origination, Executive Management, Strategic Financial...
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Finance, other
University of Notre Dame 1989 — 1993
BBA, Accounting
PennyMac July 2011 - Present
Bank of America July 2009 - July 2011
Countrywide Financial Corporation 2003 - 2008
LandSafe 2003 - 2005
Trans Union 1996 - 2003
TransUnion 1996 - 2003
FastParts 1996 - 1998
National Futures Association 1993 - 1996
First Computer Rentals 1986 - 1993
Skills
Credit, Mortgage Lending, Risk Management, Financial Analysis, Banking, Loans, Process Improvement, Credit Analysis, Portfolio Management, Financial Modeling, Mortgage Banking, Due Diligence, Finance, Underwriting, Financial Services, Credit Risk, Valuation, Strategic Planning, Financial Risk, Capital Markets, Relationship Management, Loan Origination, Executive Management, Strategic Financial...
Education
The University of Chicago Booth School of Business 1998 — 2001
MBA, Finance, other
University of Notre Dame 1989 — 1993
BBA, Accounting
Charles Weikel's Bank of America Experience 1987 - 1989
Job Managing Director at Kinsella Group
Industry Investment Banking
Experience
Kinsella Group 2001 - Present
ABC Industries 1991 - 2000
Weikel Capital 1990 - 1991
GE Capital Corporate Finance Group 1989 - 1990
Bank of America 1987 - 1989
Skills
Mergers, Valuation, Venture Capital, Financial Modeling, Corporate Development, Corporate Finance, Financial Analysis, Business Strategy, Acquisition Integration, Due Diligence, Strategic Planning, Management Consulting, Investment Banking, Investments, Entrepreneurship, Business Development
Education
The University of Chicago - Booth School of Business 1985 — 1987
MBA, Finance, With Honors
Naval Service aboard USS Mississippi and USS Nimitz 1979 — 1985
Nuclear Power Program
United States Naval Academy 1975 — 1979
BS, Physics
Kinsella Group 2001 - Present
ABC Industries 1991 - 2000
Weikel Capital 1990 - 1991
GE Capital Corporate Finance Group 1989 - 1990
Bank of America 1987 - 1989
Skills
Mergers, Valuation, Venture Capital, Financial Modeling, Corporate Development, Corporate Finance, Financial Analysis, Business Strategy, Acquisition Integration, Due Diligence, Strategic Planning, Management Consulting, Investment Banking, Investments, Entrepreneurship, Business Development
Education
The University of Chicago - Booth School of Business 1985 — 1987
MBA, Finance, With Honors
Naval Service aboard USS Mississippi and USS Nimitz 1979 — 1985
Nuclear Power Program
United States Naval Academy 1975 — 1979
BS, Physics
Scott Boswell, MBA, CFA, CEBS's Bank of America Experience 1994 - 2002
Job President & CEO, West Region at The Commerce Trust Company
Industry Financial Services
Experience
Commerce Bank January 2010 - Present
Commerce Bank August 2009 - Present
Commerce Bancshares, Inc. 2007 - Present
Bank of America 1994 - 2002
Boatmen's Trust Company 1994 - 1997
New York Life Insurance Company April 1990 - May 1994
Aetna Life & Casualty June 1986 - May 1990
Skills
Wealth Management..., Banking, Private Banking, Wealth Preservation..., Personal Wealth..., Trust Management, Institutional Trust and..., Strategic Leadership, Investment Management, Corporate Trust, CFA, Certified Employee..., Wealth Management, Financial Services, Investments, Financial Planning, Private Equity, Insurance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Business Policy
Westminster College (MO) 1982 — 1985
BA, Business, Comp Sci
Commerce Bank January 2010 - Present
Commerce Bank August 2009 - Present
Commerce Bancshares, Inc. 2007 - Present
Bank of America 1994 - 2002
Boatmen's Trust Company 1994 - 1997
New York Life Insurance Company April 1990 - May 1994
Aetna Life & Casualty June 1986 - May 1990
Skills
Wealth Management..., Banking, Private Banking, Wealth Preservation..., Personal Wealth..., Trust Management, Institutional Trust and..., Strategic Leadership, Investment Management, Corporate Trust, CFA, Certified Employee..., Wealth Management, Financial Services, Investments, Financial Planning, Private Equity, Insurance
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance and Business Policy
Westminster College (MO) 1982 — 1985
BA, Business, Comp Sci
Terence Mak's Bank of America Experience 1997 - 1998
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup 2012 - Present
Broadtelligent, Inc. 2010 - 2012
China Construction Bank (Asia) 2009 - 2010
GE Capital 2006 - 2009
GE Money, Global Headquarter 2004 - 2006
GE Capital 2004 - 2005
GE Consumer Finance 2002 - 2004
GE Capital 2000 - 2002
GE Capital 1998 - 2000
Bank of America 1997 - 1998
Skills
Risk Management, Credit Risk, Portfolio Management, Financial Services, Credit Cards, Analytics, Predictive Modeling, Information Technology, Organizational..., Segmentation, Vendor Management, Business Analysis, Management, Mergers & Acquisitions, Financial Risk, CRM
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Statistics
The University of Chicago - Booth School of Business
PhD, Marketing
Citigroup 2012 - Present
Broadtelligent, Inc. 2010 - 2012
China Construction Bank (Asia) 2009 - 2010
GE Capital 2006 - 2009
GE Money, Global Headquarter 2004 - 2006
GE Capital 2004 - 2005
GE Consumer Finance 2002 - 2004
GE Capital 2000 - 2002
GE Capital 1998 - 2000
Bank of America 1997 - 1998
Skills
Risk Management, Credit Risk, Portfolio Management, Financial Services, Credit Cards, Analytics, Predictive Modeling, Information Technology, Organizational..., Segmentation, Vendor Management, Business Analysis, Management, Mergers & Acquisitions, Financial Risk, CRM
Education
The University of Chicago - Booth School of Business
M.B.A., Finance and Statistics
The University of Chicago - Booth School of Business
PhD, Marketing
Michael Winslow's Bank of America Experience 2010 - 2014
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2014 - Present
Bank of America 2010 - 2014
WCG Management 2007 - 2010
Merrill Lynch 2002 - 2007
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
J.P. Morgan 2014 - Present
Bank of America 2010 - 2014
WCG Management 2007 - 2010
Merrill Lynch 2002 - 2007
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA
Frank Tobiassen's Bank of America Experience September 1998 - August 2000
Job Sr. Systems Test Engineer at Zhone Technologies
Industry Telecommunications
Experience
Zhone Technologies August 2000 - Present
Bank of America September 1998 - August 2000
Bank of America September 1992 - September 1998
Skills
IGMP, Ethernet, SNMP, ATM networks, SIP, MGCP, IP, GPON, QoS, DSL, TDM, VoIP, Telecommunications, ISDN, TCP/IP, IPTV, MPLS, Frame Relay, Wireless, VLAN
Education
The University of British Columbia 1979 — 1984
Bachelor of Science (B.Sc.), Computer Science
Zhone Technologies August 2000 - Present
Bank of America September 1998 - August 2000
Bank of America September 1992 - September 1998
Skills
IGMP, Ethernet, SNMP, ATM networks, SIP, MGCP, IP, GPON, QoS, DSL, TDM, VoIP, Telecommunications, ISDN, TCP/IP, IPTV, MPLS, Frame Relay, Wireless, VLAN
Education
The University of British Columbia 1979 — 1984
Bachelor of Science (B.Sc.), Computer Science
Karen Corcoran's Bank of America Experience August 2006 - July 2011
Job Investment Banking Associate at Livingstone
Industry Investment Banking
Experience
Livingstone January 2015 - Present
Alpha Alternatives LLC 2012 - 2014
Bank of America August 2006 - July 2011
Mercer Investment Consulting January 2004 - August 2006
Skills
Credit Analysis, Asset Allocation, Asset Managment, Options, Due Diligence, Asset Management, Mutual Funds, Investment Banking, Financial Markets, Equity Research, Securities, Finance, Structured Products
Education
The University of Chicago - Booth School of Business 2008 — 2011
Masters of Business Administration, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Livingstone January 2015 - Present
Alpha Alternatives LLC 2012 - 2014
Bank of America August 2006 - July 2011
Mercer Investment Consulting January 2004 - August 2006
Skills
Credit Analysis, Asset Allocation, Asset Managment, Options, Due Diligence, Asset Management, Mutual Funds, Investment Banking, Financial Markets, Equity Research, Securities, Finance, Structured Products
Education
The University of Chicago - Booth School of Business 2008 — 2011
Masters of Business Administration, Analytic Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Peter Pacelli's Bank of America Experience 2007 - 2009
Job CoFounder at Varsity Views
Industry Venture Capital & Private Equity
Experience
Varsity Views 2014 - Present
Wind Point Partners 2009 - 2012
Bank of America 2007 - 2009
Education
Yale University
The University of Chicago Booth School of Business
Varsity Views 2014 - Present
Wind Point Partners 2009 - 2012
Bank of America 2007 - 2009
Education
Yale University
The University of Chicago Booth School of Business
Dmitry Valbe's Bank of America Experience November 2003 - August 2011
Job Strategy and Analytics
Industry Financial Services
Experience
Nuveen Investments August 2011 - Present
Bank of America November 2003 - August 2011
Skills
Financial Services, Business Intelligence, Analytics, SDLC, Business Analysis, Vendor Management, Program Management, Risk Management, Business Process..., Project Management, Process Improvement, Financial Analysis, Statistics, Finance, Asset Management, Mutual Funds, Credit Derivatives, Management
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Analytic Finance
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Financial Analytics
Nuveen Investments August 2011 - Present
Bank of America November 2003 - August 2011
Skills
Financial Services, Business Intelligence, Analytics, SDLC, Business Analysis, Vendor Management, Program Management, Risk Management, Business Process..., Project Management, Process Improvement, Financial Analysis, Statistics, Finance, Asset Management, Mutual Funds, Credit Derivatives, Management
Education
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Analytic Finance
The University of Chicago Booth School of Business 2007 — 2010
Master of Business Administration (MBA), Financial Analytics
Grace Lin's Bank of America Experience June 2006 - June 2009
Job CloudFlare Singapore
Industry Investment Banking
Experience
CloudFlare, Inc. April 2014 - Present
Morgan Stanley August 2011 - April 2014
Bank of America June 2006 - June 2009
U.S. House of Representatives November 2008 - November 2008
Cook County Ward Committeeman March 2004 - March 2008
Skills
Corporate Finance, Financial Analysis, Business Strategy, Strategic Planning, Microsoft Excel, Competitive Analysis, Accounting, Entrepreneurship, Private Equity, Project Management, Cross-functional Team..., Bloomberg, Product Management, Product Development, Microsoft Office, Banking, Start-ups, Valuation, Forecasting, Marketing, Investment Banking, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Accounting, and Entrepreneurship
University of Chicago 2002 — 2006
Bachelors of Science, Mathematics, Economics, and Statistics
Phillips Exeter Academy
CloudFlare, Inc. April 2014 - Present
Morgan Stanley August 2011 - April 2014
Bank of America June 2006 - June 2009
U.S. House of Representatives November 2008 - November 2008
Cook County Ward Committeeman March 2004 - March 2008
Skills
Corporate Finance, Financial Analysis, Business Strategy, Strategic Planning, Microsoft Excel, Competitive Analysis, Accounting, Entrepreneurship, Private Equity, Project Management, Cross-functional Team..., Bloomberg, Product Management, Product Development, Microsoft Office, Banking, Start-ups, Valuation, Forecasting, Marketing, Investment Banking, Equities
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Accounting, and Entrepreneurship
University of Chicago 2002 — 2006
Bachelors of Science, Mathematics, Economics, and Statistics
Phillips Exeter Academy
Charles (Chad) Weiss's Bank of America Experience April 1998 - June 2002
Job Managing Partner JOG Capital
Industry Investment Management
Experience
JOG Capital January 2001 - Present
BreitBurn Energy August 2006 - Present
MM Dillon August 2011 - Present
National Forest Foundation January 2007 - Present
RBC October 2002 - March 2006
Bank of America April 1998 - June 2002
Smith Barney March 1981 - April 1998
Skills
Private Equity, Capital Markets, Investment Banking, Investments, Mergers, Financial Modeling, Corporate Finance, Corporate Development, Asset Managment, Equities, Private Placements, Valuation, Securities, Risk Management, Corporate Governance, Mergers & Acquisitions, Asset Management, Due Diligence, Hedge Funds, IPO, Emerging Markets, Equity Research, Alternative Investments, Venture Capital
Education
University of Chicago Graduate School of Business 1974 — 1976
MBA, Finance
Vanderbilt University 1970 — 1974
BA, Physics
The Bolles School 1969 — 1970
Diploma
JOG Capital January 2001 - Present
BreitBurn Energy August 2006 - Present
MM Dillon August 2011 - Present
National Forest Foundation January 2007 - Present
RBC October 2002 - March 2006
Bank of America April 1998 - June 2002
Smith Barney March 1981 - April 1998
Skills
Private Equity, Capital Markets, Investment Banking, Investments, Mergers, Financial Modeling, Corporate Finance, Corporate Development, Asset Managment, Equities, Private Placements, Valuation, Securities, Risk Management, Corporate Governance, Mergers & Acquisitions, Asset Management, Due Diligence, Hedge Funds, IPO, Emerging Markets, Equity Research, Alternative Investments, Venture Capital
Education
University of Chicago Graduate School of Business 1974 — 1976
MBA, Finance
Vanderbilt University 1970 — 1974
BA, Physics
The Bolles School 1969 — 1970
Diploma
Steve Fennell's Bank of America Experience January 2008 - 2010
Job Loan Officer
Industry Real Estate
Experience
American Advisors Group January 2011 - Present
Bank of America January 2008 - 2010
CashCall November 2003 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++, C, Teaching, HTML, Loans, Loan Origination, Credit, Budgets, Banking, Sales, Mortgage Lending, Mortgage Banking
Education
The University of British Columbia / UBC
American Advisors Group January 2011 - Present
Bank of America January 2008 - 2010
CashCall November 2003 - September 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, Budget, C++, C, Teaching, HTML, Loans, Loan Origination, Credit, Budgets, Banking, Sales, Mortgage Lending, Mortgage Banking
Education
The University of British Columbia / UBC
Mark Chiappara's Bank of America Experience 2001 - 2006
Job BBVA Compass / WEALTH400 / EVP
Industry Banking
Experience
BBVA Compass / WEALTH 400 2013 - 2015
Deutsche Bank 2006 - 2013
Bank of America 2001 - 2006
Lehman Brothers 1997 - 2001
Goldman Sachs 1996 - 1997
KPMG 1988 - 1994
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Analytic Finance
Washington and Lee University 1984 — 1988
Bachelor of Science (BSc), Accounting and Commerce
BBVA Compass / WEALTH 400 2013 - 2015
Deutsche Bank 2006 - 2013
Bank of America 2001 - 2006
Lehman Brothers 1997 - 2001
Goldman Sachs 1996 - 1997
KPMG 1988 - 1994
Education
University of Chicago Graduate School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Analytic Finance
Washington and Lee University 1984 — 1988
Bachelor of Science (BSc), Accounting and Commerce
Stephen Andears's Bank of America Experience March 2015 - Present
Job Financial Center Operations Manager at Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Bank of America September 2013 - March 2015
Bank of America February 2013 - September 2013
Bank of America November 2010 - February 2013
Skills
Banking, Deposits, Retail Banking, Cross Selling, Credit Cards, Withdrawals, Regulatory Affairs, Teller Operations, Banking Relationships, Branch Banking, Customer Service, Personal Banking, Bank Secrecy Act, Credit, Consumer Lending, Loans, Loan Origination, Financial Services, Relationship Management, Sales, Microsoft Office, Finance, Management, Coaching, Team Building
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at San Antonio 2010 — 2012
BA, Anthropology
The University of Akron 2007 — 2010
Transfer, Anthropology
Bank of America March 2015 - Present
Bank of America September 2013 - March 2015
Bank of America February 2013 - September 2013
Bank of America November 2010 - February 2013
Skills
Banking, Deposits, Retail Banking, Cross Selling, Credit Cards, Withdrawals, Regulatory Affairs, Teller Operations, Banking Relationships, Branch Banking, Customer Service, Personal Banking, Bank Secrecy Act, Credit, Consumer Lending, Loans, Loan Origination, Financial Services, Relationship Management, Sales, Microsoft Office, Finance, Management, Coaching, Team Building
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
The University of Texas at San Antonio 2010 — 2012
BA, Anthropology
The University of Akron 2007 — 2010
Transfer, Anthropology
Pamela Kimble's Bank of America Experience 2006 - 2007
Job Process Intergration Analyst at Synchrony Financial
Industry Financial Services
Experience
Synchrony Financial October 2014 - Present
GE Capital Retail Finance June 2013 - October 2014
GE Capital July 2009 - May 2013
GE Capital 2007 - 2009
Bank of America 2006 - 2007
Bank of America (Legacy MBNA) 2004 - 2006
Nordstrom 2003 - 2003
Skills
Analytical Abilities, Group Presentations, Microsoft Powerpoint, Negotiation, Microsoft Excel, Microsoft Word, Sales, Outstanding..., Customer Service, Analytical Skills, Call Centers, Data Analysis, Management
Education
The University of Akron 2000 — 2004
Bachelor of Arts, Fashion Merchandising
Synchrony Financial October 2014 - Present
GE Capital Retail Finance June 2013 - October 2014
GE Capital July 2009 - May 2013
GE Capital 2007 - 2009
Bank of America 2006 - 2007
Bank of America (Legacy MBNA) 2004 - 2006
Nordstrom 2003 - 2003
Skills
Analytical Abilities, Group Presentations, Microsoft Powerpoint, Negotiation, Microsoft Excel, Microsoft Word, Sales, Outstanding..., Customer Service, Analytical Skills, Call Centers, Data Analysis, Management
Education
The University of Akron 2000 — 2004
Bachelor of Arts, Fashion Merchandising
Ronald Kantowitz's Bank of America Experience September 1996 - February 2001
Job Managing Director at Providence Equity Partners
Industry Banking
Experience
Providence Equity Partners January 2014 - Present
Modern Bank, N.A. February 2012 - December 2013
RBS Global Banking & Markets March 2001 - December 2011
Bank of America September 1996 - February 2001
Chase Manhattan Bank 1990 - 1996
Skills
Finance, Banking, Management, Capital Markets, Investment Banking, Private Equity, Leveraged Finance, Fixed Income, Corporate Finance, Valuation, Financial Modeling, Financial Structuring, Portfolio Management, Hedge Funds, Equities
Education
The University of Chicago - Booth School of Business
MBA, Finance
Providence Equity Partners January 2014 - Present
Modern Bank, N.A. February 2012 - December 2013
RBS Global Banking & Markets March 2001 - December 2011
Bank of America September 1996 - February 2001
Chase Manhattan Bank 1990 - 1996
Skills
Finance, Banking, Management, Capital Markets, Investment Banking, Private Equity, Leveraged Finance, Fixed Income, Corporate Finance, Valuation, Financial Modeling, Financial Structuring, Portfolio Management, Hedge Funds, Equities
Education
The University of Chicago - Booth School of Business
MBA, Finance
Lynn Simmons's Bank of America Experience 1986 - 2012
Job Workout at GE Capital
Industry Banking
Experience
GE Capital November 2012 - Present
Bank of America 1986 - 2012
Skills
Loan Modifications, Banking, Financial Analysis, Team Management, Underwriting, Credit Risk, Creditors' Rights, Debt Restructuring, Distressed Debt, Asset Based Lending, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Financial Structuring, Investment Banking, Investments, Loans, Mergers, Portfolio Management, Private Equity, Restructuring, Risk Management, Valuation
Education
University of Chicago Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
GE Capital November 2012 - Present
Bank of America 1986 - 2012
Skills
Loan Modifications, Banking, Financial Analysis, Team Management, Underwriting, Credit Risk, Creditors' Rights, Debt Restructuring, Distressed Debt, Asset Based Lending, Commercial Banking, Commercial Lending, Corporate Finance, Credit, Credit Analysis, Financial Structuring, Investment Banking, Investments, Loans, Mergers, Portfolio Management, Private Equity, Restructuring, Risk Management, Valuation
Education
University of Chicago Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Dan Madrigal's Bank of America Experience 1996 - 2000
Job Corporate / Business Development
Industry Investment Management
Experience
Facebook 2014 - Present
Equinix 2012 - 2014
Devonshire Investors 2008 - 2012
Amgen 2004 - 2008
The Clorox Company 2000 - 2004
Bank of America 1996 - 2000
Skills
Strategic Planning, Program Management, Business Process..., Private Equity, Portfolio Management, Mergers, Due Diligence, Strategy, Financial Analysis, Contract Negotiation, Management, Leadership, Mergers & Acquisitions, Restructuring, Venture Capital, Business Development
Education
University of Chicago GSB
Master of Business Administration (MBA), Economics, Finance, International Business
University of Oxford - Said Business School
Valuation Programme
Facebook 2014 - Present
Equinix 2012 - 2014
Devonshire Investors 2008 - 2012
Amgen 2004 - 2008
The Clorox Company 2000 - 2004
Bank of America 1996 - 2000
Skills
Strategic Planning, Program Management, Business Process..., Private Equity, Portfolio Management, Mergers, Due Diligence, Strategy, Financial Analysis, Contract Negotiation, Management, Leadership, Mergers & Acquisitions, Restructuring, Venture Capital, Business Development
Education
University of Chicago GSB
Master of Business Administration (MBA), Economics, Finance, International Business
University of Oxford - Said Business School
Valuation Programme
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS