Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
AmeriPro Home Loans February 2015 - Present
imortgage April 2014 - February 2015
Guild Mortgage Company October 2012 - October 2013
Bank of America January 1999 - September 2011
Skills
SharePoint, Building Relationships, Mortgage Lending, Metrics, Microsoft Excel, Credit, Refinance, Loan Origination, Real Estate, FHA, Loans, Mortgage Banking, Leadership, Residential Mortgages, USDA, Underwriting, Mortgage Underwriting, Banking, Credit Analysis
Education
The University of Texas at Austin 1994 — 1998
BS, Advertising
Decatur High School 1991 — 1994
Jones Energy, Inc. January 2014 - Present
Bank of America July 2008 - March 2013
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
BBA, Finance and Business Honors
Verity Recruiting December 2013 - February 2015
Robert Half International April 2005 - December 2013
Nortel May 2000 - April 2005
Toronto Dominion Investments July 1999 - May 2000
Stewart Title July 1996 - July 1999
Bank of America 1995 - 1996
Skills
Financial Reporting, Finance, Business Process..., Operations Management, Tax, Treasury, Interim Management, BSP, Accounting, Auditing, Consulting, IPO, Divestitures, Mergers, Financial Analysis, Internal Controls, Forecasting, Sarbanes-Oxley Act, Recruiting
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1994
BBA, Accounting
Bank of America April 2009 - Present
Education
The University of Texas at Dallas 1997 — 1999
Bachelor of Arts (B.A.), Psychology
The University of Texas at Austin 1994 — 1995
John Marshall Bank January 2013 - Present
Essex Bank March 2009 - December 2012
Alliance Bank 2000 - 2005
Bank of America December 1994 - August 2000
Education
The University of Texas at Austin
BBA, Finance & International Business
KEYE-TV August 2014 - Present
Bank of America December 2011 - August 2014
Genuine Austin Radio, LP January 2011 - May 2013
Caral-T Inc November 2010 - May 2011
Clear Channel Media + Entertainment July 2008 - October 2009
Skills
Credit, Loans, Commercial Banking, Cross Selling, Banking, Retail Banking, Consumer Lending, Small Business Lending
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Science (B.S.), Radio-TV-Film
Bank of America January 2014 - Present
Bluelinegeo January 2012 - Present
The Bellomy Group October 2010 - December 2011
Skills
Petroleum, Oil & Gas Industry, Energy Industry, Natural Gas, Energy, Oil/Gas
Education
The University of Texas at Austin 2006 — 2009
Bachelor's degree, Advertising, 3.5 GPA
BBVA Compass May 2014 - Present
BBVA Compass March 2011 - May 2014
Bank of America October 2007 - March 2011
Bank of America June 2006 - October 2007
Skills
Underwriting, Banking, Financial Modeling, Credit, Investment Banking, Business Planning, Credit Risk, Analysis, Forecasting, Financial Structuring, Risk Management, Financial Statement..., Credit Analysis, Asset Based Lending, Asset Management, Cash Flow, Commercial Banking, Corporate Finance, Finance, Derivatives, LBO, Leadership, Leveraged Finance, Loan Origination, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Luby's Fuddruckers Restaurants, LLC October 2012 - Present
PepsiCo - Frito Lay August 2012 - September 2012
PepsiCo - Frito Lay February 2012 - August 2012
Frito Lay January 2011 - February 2012
Frito Lay May 2010 - January 2011
Frito Lay July 2009 - May 2010
Bank of America June 2008 - August 2008
Skills
Consumer Products, Digital Strategy, Advertising, Brand Development, Marketing, Brand Management, Marketing Strategy, Product Development, Pricing Strategy, Consumer Insight, Restaurants, Facebook, Customer Insight, Leadership, Creative Direction, Competitive Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2009
MBA, Marketing, Global Business
Tulane University 2003 — 2007
BA, Political Economy
CW Austin Realty January 2013 - Present
Prime Mortgage December 2002 - March 2005
Bank of America January 2000 - October 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Leadership, Real Estate, Sales, First Time Home Buyers, Investment Properties, Real Estate Transactions, Residential Homes, Foreclosures, Contract Negotiation
Education
The University of Texas at Austin 1987 — 1991
Bachelor's degree, Finance, General
Sun Coast Resources, Inc. September 2014 - Present
Jones Management Services Inc. September 2012 - September 2014
Bank of America August 2009 - July 2012
Skills
Management, Banking, Finance, Auditing, Recruiting, Internal Audit, Financial Services, Internal Controls, Business Process, Sales Management, Logistics, Financial Audits, Networking, Series 7, Credit, Loans, Financial Analysis, Retail Banking, Microsoft Excel, Pivot Tables, Vlookup
Education
The University of Texas at Austin 2005 — 2008
Bachelor of Arts (BA), Economics
Tiff's Treats May 2015 - Present
Results Physiotherapy March 2015 - Present
Hospitalists Now, Inc January 2015 - Present
Corridor Title October 2011 - Present
Harden Healthcare, LLC January 2002 - October 2013
Capstar Partners February 2000 - January 2002
Bank of America December 1998 - December 1999
Bank of America August 1984 - November 1998
Texas Commerce Bank June 1981 - July 1984
Skills
Corporate Finance, Investment Banking, Healthcare Management, Healthcare, Home Care, Medicare, Nursing, Strategic Planning, Start-ups, Long-term Care, Physician Relations, Managed Care, Rehabilitation, Medicaid, Healthcare Industry, Elder Care, Healthcare Consulting, Hospitals, Case Managment, Disease Management, Utilization Management, Revenue Cycle, HIPAA, Wound Care, Revenue Cycle Management, EMR, Executive Management, Healthcare Information..., Acute Care, EHR, Physicians, Orthopedic, Medical Billing, Clinical Research, Patient Safety, Quality Improvement, Health Policy, Inpatient, Critical Care, Health Insurance, Medical Terminology, Pediatrics, Clinics, Practice Management, Pain Management, Program Development, Psychiatry, Case Management, Acquisitions, Performance Improvement
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1976 — 1979
Bachelor of Business Administration (BBA), Marketing
Bank of America April 2015 - Present
IBM June 2000 - April 2015
Y&B Financial MIS Co.ltd January 1993 - July 1998
Skills
Business Intelligence, Strategy, Financial Risk, Program Management, Business Transformation, Management, Financial Services, Consulting, Project Portfolio..., Business Analysis, Business Process, Management Consulting, Business Process..., Professional Services, Venture Capital, Software Development, Business Process Design
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, International Finance, Information, Risk and Operation Management (IROM)
Tongji University
Bachelor’s Degree
The Alfred and Adele Davis Academy (The Davis Academy) August 2014 - Present
The Epstein School January 2011 - August 2014
The Epstein School 2004 - 2010
SouthTrust Bank 1988 - 1993
Chino Valley Bank 1987 - 1988
Bank of America 1983 - 1987
Skills
Volunteer Management, Annual Giving, Marketing Strategy, capital campaign..., Major gift fundraising, Fundraising, Philanthropy, Stewardship, Capital Campaign..., Non-profit..., Alumni Relations, Planned Giving, Board Development, Fundraisers, Grants, Nonprofits, Prospect Research
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Finance
The Alexander Group August 2015 - Present
Walmart May 2014 - August 2014
Schlumberger Business Consulting September 2013 - December 2013
Bank of America September 2012 - August 2013
Bank of America October 2010 - September 2012
Bank of America October 2009 - October 2010
Skills
Portfolio Management, Forecasting, Strategy, Process Engineering, Project Management, Financial Analysis, Financial Modeling, SQL, Finance, Investments, Credit, Public Speaking, Data Analysis, Financial Forecasting, Funding, Data Analytics, Interest Rate Risk...
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Florida
Bachelor's Degree, Industrial and Systems Engineering
Bank of America June 2015 - Present
Girls on the Run of the Triangle August 2014 - December 2014
Integrate Agency May 2014 - August 2014
COEUS Magazine May 2013 - August 2013
Skills
Public Relations, Press Releases, Social Media, Facebook, Strategic Communications, Event Planning, Marketing Communications, Social Media Marketing, Social Networking, Corporate Communications, Blogging, Editing, InDesign, Photoshop, Instagram, Twitter, Pinterest, Media Kit Development, Feature Articles, Magazine Articles, Magazine Layout Design, Graphic Design, Styling, Media Relations
Education
UNC Chapel Hill 2012 — 2016
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
The University of Texas at Austin 2012 — 2013
Stratford High School 2008 — 2012
Apple August 2015 - Present
Google May 2015 - August 2015
Google May 2014 - August 2014
UT Austin Biomedical Informatics Lab September 2013 - May 2014
Bank of America July 2013 - August 2013
The University of Texas at Austin June 2013 - June 2013
Google June 2013 - June 2013
Girlstart July 2012 - July 2012
Skills
Programming, Java, Computer Science, Python, HTML, Software Engineering, Algorithms, C, CSS, Arduino, Google App Engine, JavaScript, Public Speaking, Web Development, Communication, AutoCAD, Circuit Design, Adobe Creative Suite, XML Databases, Linux, Databases, Web Applications, Access, HTML 5, Software Development, Strategic Partnerships, HTML5, MySQL, Github, XML, Object Oriented Design, Eclipse, Swift, Objective-C, iOS
Education
The University of Texas at Austin 2013 — 2017
Bachelor's degree, Computer Science
Westwood High School 2009 — 2013
Centrica October 2014 - Present
PwC August 2013 - October 2014
Bank of America June 2010 - August 2013
Noble Capital June 2009 - July 2009
Foundation Communities January 2009 - May 2009
Skills
Internal Audit, Auditing, Internal Controls, Risk Assessment, Microsoft Excel, Banking, Commodity, Microsoft Office, Sarbanes-Oxley Act, Financial Reporting, Quality Assurance, Variance Analysis, Revenue Analysis, SAP, Compliance, Consumer Law, PowerPoint
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance with Minor in Accounting
JPMorgan Chase October 2013 - Present
KPMG January 2012 - September 2013
Deloitte August 2009 - December 2011
Bank of America June 2008 - August 2008
Morgan Stanley May 2007 - June 2007
UBS June 2006 - August 2006
Skills
Financial Analysis, Financial Investigation, Forensic Analysis, Management Consulting, Financial Modeling, Business Process..., Corporate Finance, Financial Reporting
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2009
BBA, Finance
The Oakridge School 1999 — 2005
High School
Academy Sports + Outdoors September 2013 - Present
Academy Sports + Outdoors May 2013 - Present
Ricoh Americas Corporation August 2012 - May 2013
Universal American October 2006 - November 2011
Heritage Health Systems -Universal American May 2006 - October 2006
Bank of America 1987 - 2004
Skills
Capital Budgeting, Project Management, Daily Operations..., IT Strategy, Sales Strategy, Expense Budget..., Facilities Management, Business Requirements, Business Process..., Program Management..., Strategic Planning for..., Analytical and..., Vendor Management, Operations Management, Process Improvement, Change Management, Team Building, Strategic Planning, Contract Negotiation, Contract Management, Budgets, Team Leadership, Program Management, Customer Service, Risk Management, Cross-functional Team..., Project Planning, Outsourcing, Leadership, Procurement, Project Portfolio..., Business Analysis, MS Project, Visio, Microsoft Office, Negotiation, Business Process, Business Continuity..., Performance Management, Operational Excellence, Project Coordination, Real Estate, Call Center, Employee Relations, Disaster Recovery, Business Strategy, Quality Management, Business Development, Business Intelligence, PMO
Education
University of Houston-Clear Lake 1991 — 1993
Business Management
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1987
Business Mgmt, Finance, Information Technology
Bank of America July 2013 - Present
Bank of America October 2012 - July 2013
Bank of America September 2010 - October 2012
Bank of America January 2009 - September 2010
P.F. Chang's China Bistro October 2007 - September 2010
Plano ISD May 2007 - May 2008
Pappasito's Cantina February 2007 - October 2007
UT Southwestern Medical Center at Dallas July 2004 - June 2006
UT Southwestern Medical Center at Dallas August 2001 - July 2004
Skills
Automotive, Microsoft Office, Microsoft Excel, Microsoft Word, Scuba Diving, Banking, Customer Service, Customer Satisfaction, Chemistry, Organic Chemistry, Nutrition, Laboratory, Risk Management, Analysis, PowerPoint, Training, Access, Leadership, Data Analysis, Quality Assurance, Time Management
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Science (B.S.), Nutrition
Mackinac Partners July 2009 - Present
Bank of America January 2009 - July 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2008
BBA, Finance / Real Estate
ITMedia, Inc. July 2015 - Present
Bank of America June 2014 - July 2015
Bank of America June 2013 - June 2014
Microsoft January 2011 - June 2013
Bank of America May 2012 - August 2012
National Instruments September 2011 - December 2011
Campus Entertainment, LLC September 2011 - November 2011
Flickfire June 2011 - September 2011
FlashNotes March 2011 - June 2011
Asian Business Students Association August 2010 - May 2011
Skills
Online Marketing, Marketing Communications, Microsoft Office, Social Media, Social Media Marketing, Microsoft Excel, Email Marketing, Supply Chain Management, Competitive Analysis, Project Management, Windows 7, Online Lead Generation, Optimization, Database Admin, Process Improvement, SQL, ASP, Qualitative Research, Decision Trees, Affinium, NetInsight, Database Management, Communication, Six Sigma, SharePoint, SharePoint Designer, Branding & Identity, Process Design, Adobe Acrobat, Python, JavaScript, Marketing, Sales, Leadership, Advertising, Microsoft Word, Strategy, Social Networking, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
BBA, Supply Chain Management, Marketing
University of Delaware at Newark 2009 — 2010
Bachelor of Science, Marketing
Caroline Lending LLC November 2011 - Present
Basalt Capital Advisors LLC 2007 - 2011
GCM LP 2004 - 2007
Bank of America 2002 - 2003
Skills
Real Estate, Real Estate Transactions, Investments, REO, Investment Properties, Real Estate Economics, Valuation, Loans
Education
The University of Texas at Austin
Bachelor of Arts (BA)
Cowen and Company June 2014 - Present
Health Care REIT March 2013 - June 2013
Bank of America Merrill Lynch May 2011 - August 2012
Morgan Keegan October 2010 - April 2011
Bank of America September 2006 - August 2008
Skills
Investment Banking, Financial Modeling, Investments, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Business Valuation, LBO, Capital Markets, DCF, Series 63, Financial Advisory, Financial Services, Capital IQ, Bloomberg, Proposal Writing, Mergers, Strategy, Finance, Private Equity, Equities, Corporate Finance, Portfolio Management, Emerging Markets, Series 7, Hedge Funds, Equity Research, Treasury Management, Analysis, Trading, Asset Management, Fixed Income, Microsoft Excel, Real Estate, Real Estate Transactions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Finance, Investment Management
The University of Texas at Austin 1997 — 2001
Bachelor of Arts, Economics, Business Concentration
RGP 2014 - Present
Bank of America 2010 - 2014
Doug Kinnear, CPA 2007 - 2010
Transamerica 2004 - 2007
Speizman Industries 1999 - 2003
Microban International 1996 - 1999
Improved Risk Managers 1992 - 1996
Coopers & Lybrand (now PWC) 1989 - 1992
Skills
Financial Statements, Internal Controls, Accounting, Financial Analysis, Financial Reporting, General Ledger, Internal Audit, Cash Management, Sarbanes-Oxley Act, Process Improvement, Analysis, Financial Services, Leadership, Budgets, Payroll, Risk Management, Auditing, Financial Accounting, Finance, Management
Education
The University of Texas at Austin - Red McCombs School of Business
BBA Accounting
Waste Management January 2015 - Present
S4 Energy Solutions LLC 2009 - 2011
Waste Management, Inc. 2007 - 2009
Waste Management, Inc. 2001 - 2005
Telscape Communications 1998 - 2000
Sysco 1995 - 1998
Bank of America 1992 - 1995
Skills
Financial Modeling, Essbase, Financial Analysis, VBA, Due Diligence, Budgets, Pricing
Education
The University of Texas at Austin - Red McCombs School of Business 1984 — 1989
Bachelors, Finance
DCP Midstream June 2015 - Present
Regency Energy Partners, L.P. July 2014 - June 2015
Eagle Rock Energy Partners January 2014 - June 2014
BP September 2013 - December 2013
Bank of America August 2008 - September 2013
BP June 2006 - June 2008
Duke Energy October 2001 - June 2006
Skills
Risk Management, Credit Risk, SAS, Energy, Natural Gas, Loans, Business Analysis, Analysis, Microsoft Excel, Financial Analysis, Financial Risk, Derivatives, Credit, Financial Modeling
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
Bachelor of Business Administration (BBA)
Omnitracs February 2014 - Present
Bank of America 2010 - March 2013
SAP January 2006 - March 2009
Baylor Health Care System 2009 - 2009
PwC Consulting May 2004 - January 2006
Sabre Holdings May 2001 - May 2004
CapRock Communications February 2000 - February 2001
Accenture August 1995 - February 2000
PricewaterhouseCoopers, L.L.P. 1994 - 1996
PricewaterhouseCoopers, L.L.P. 1994 - 1996
Skills
Talent Management, Talent Acquisition, Performance Management, HR Transformation, Workforce Planning, Organizational Design, Succession Planning, HRIS, Employee Relations, Employee Engagement, Human Resources, Deferred Compensation, HR Consulting, Change Management, Onboarding, Recruiting, Organizational..., HR Policies, Personnel Management
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Marketing
Bank of America August 2011 - Present
Nationstar Mortgage September 2010 - August 2011
FDIC and Quantum/G&A Joint Venture August 2009 - September 2010
Bank of America August 2005 - April 2009
NEC December 2004 - August 2005
CompuCom April 2004 - October 2004
CEC Entertainment March 2003 - April 2004
Bank of America January 2000 - September 2002
Bank of America January 1999 - January 2000
Bank of America January 1997 - January 1999
Skills
Internal Audit, SOX, Enterprise Risk..., Process Improvement, Corporate Governance, Management Consulting, Excel, Word, Visio, PowerPoint, Operations Management, Compliance, Internal Controls, Risk Management, Risk, Risk Assessment, Accounting, Process Engineering, IT Audit, Budgeting, COSO, Due Diligence, Operational Risk..., Banking, Forecasting, Strategic Planning, Business Process..., Risk Mitigation, Compliance Audits, Governance, Change Management, Sarbanes-Oxley Act, Financial Analysis, Mergers & Acquisitions, Financial Risk, Strategy, Sarbanes-Oxley, Operational Risk, Financial Services, Management, Financial Audits, Leadership, Executive Management, Fraud, Finance, Cash Management, Managerial Finance, Credit, Credit Risk, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 1979 — 1983
BBA, Accounting
Neovia Logistics August 2014 - Present
Neovia Logistics May 2014 - August 2014
PwC August 2012 - April 2014
PwC June 2011 - August 2011
Bank of America August 2008 - August 2010
Bank of America May 2007 - August 2008
Bank of America June 2006 - May 2007
Skills
Treasury Management, Financial Modeling, Finance, Business Development
Education
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
United States Attorney's Office for the Western District of Texas August 2014 - Present
Thompson, Coe, Cousins & Irons L.L.P. February 2014 - August 2014
Armbrust & Brown, PLLC August 2011 - December 2013
United States District Court for the Western District of Texas August 2010 - August 2011
Patton Boggs LLP May 2009 - July 2009
United States Attorney's Office May 2008 - August 2008
Bank of America June 2005 - June 2007
JPMorgan Chase May 2004 - August 2004
Bank of America June 2003 - August 2003
Skills
Litigation, Commercial Litigation, Courts, Breach Of Contract, Breach of Fiduciary Duty, Partnership Disputes, Shareholder Derivative..., Shareholder Disputes, Legal & Professional..., Civil Rights Litigation, Personal Injury..., Mediation, Arbitration, Legal, Fiduciary, Partnerships, Hearings, Dispute Resolution, Civil Litigation, Personal Injury
Education
The University of Texas School of Law 2007 — 2010
Doctor of Jurisprudence, 2010, with Honors
The University of Texas at Austin - Red McCombs School of Business 2001 — 2005
Bachelor of Business Administration, 2005, Business Honors, Finance
Terry Family Wines, LLC 2009 - Present
High Net Worth Consulting 2012 - Present
Texas Nature Conservancy, Houston Coastal Region 2006 - 2014
BBVA Compass 2010 - 2012
BBVA Compass 2003 - 2010
Bank of America 1993 - 2001
Skills
Financial Services, Leadership, Commercial Banking, Portfolio Management, Finance, Credit, Mergers & Acquisitions, Loans, Asset Management, Marketing Strategy, Investments, Coaching, Sales Management, Management, Financial Analysis, Wealth Management, Credit Analysis, Business Coaching, Executive Coaching, Commercial Lending, Alternative Investments, Risk Management, Treasury Management, Retail Banking, Relationship Management, CPA, Investment Advisory..., Credit Risk, Investment Management, Mortgage Lending, Banking, Private Banking, Strategic Financial..., Executive Team, Strategic Planning, Financial Planning, Wineries, Winemaking, Wine Education, Wine Sales, Wine Pairing, Conservation Issues, Sustainability, Job Coaching, Entrepreneurship
Education
The University of Texas at Austin - The Red McCombs School of Business 1980 — 1982
MBA, Finance
UC Davis Graduate School of Management
Corporate Coach U
Graduate, Advanced Coaching Program
Coach University
Graduate, Core Essentials Program
CGMA
Chartered Global Management Accountant
CPA
Certified Public Accountant
WhiteGlove Health January 2014 - January 2015
Assess Systems October 2007 - September 2011
Workstream, Inc. (Now HRsoft) January 2003 - September 2007
Docent, Inc. January 2000 - December 2002
Ceridian January 1996 - January 2000
Bank of America January 1991 - December 1995
Electronic Data Systems (Now HP) and Federal Reserve Bank of Dallas August 1986 - December 1990
Skills
Workers Compensation, Healthcare Cost..., Financial Risk..., Medical Risk Management, Legal Risk Management, Military Triage Protocol, Start-ups, Account Management, Business Development, Strategic Planning, Performance Management, Executive Search, Management, Contract Negotiation, Sales Operations, New Business Development, Social Media, Vendor Management, Web Marketing, C-Level Relationships, Consultative Sales, Client Relations, Market Penetration, Internet Marketing, Startups, Turnarounds, Vendor Relations, Channel Sales, Contract Negotiations, Fortune 500, Fortune 100, Fortune 1000, Consultative Selling, Sales
Education
The University of Texas at Austin - The Red McCombs School of Business 1984 — 1986
BBA, Finance
The Energy & Minerals Group December 2011 - April 2015
The Energy & Minerals Group May 2010 - December 2011
Credit Suisse July 2008 - May 2010
Credit Suisse July 2005 - June 2008
Bank of America May 2004 - August 2004
The Greening Law Firm September 2000 - October 2003
Education
The University of Texas at Austin - The Red McCombs School of Business 2002 — 2005
BBA
Redwood High School, Larkspur, CA 1996 — 2000
Company Confidential 2010 - Present
Bridgestone/Firestone Corporation June 2007 - October 2010
International Trainers Educators and Consultants January 2004 - June 2007
Bank of America March 2000 - December 2003
Skills
Recruiting, Performance Management, Leadership Development, 360 Feedback, Employee Training, Customer Service, Human Resources, Leadership, Organizational..., Program Management, Sales, Sales Operations, Sales Process, Staff Development, Talent Management, Training, Training Delivery, Coaching
Education
The University of Texas at Austin 1982 — 1987
University of Texas
Bachelor of Arts
CSparks and Associates September 2015 - Present
BOK Financial May 2013 - August 2015
BOK Financial March 2012 - May 2013
BOK Financial October 2004 - July 2012
Bank of America 1983 - 2004
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1983
BBA, Accounting
American Airlines June 2015 - Present
The University of Notre Dame Mendoza College of Business August 2013 - June 2015
Bank of America June 2014 - August 2014
Cain Watters & Associates May 2012 - July 2013
Grant Thornton LLP July 2011 - March 2012
University of Texas at Austin August 2010 - May 2011
Ferree & Associates, CPAs, PLLC January 2010 - April 2010
Ferree & Associates, CPAs, PLLC January 2007 - August 2008
Skills
Fixed Asset Manager, CCH, RIA, FIN 48, FAS 109, 1040, 1041, 1065, 1120, 1120S, Outlook, Excel, PowerPoint, Word, Microsoft Windows, Payroll, US GAAP, ASC 740, BNA, GoSystem Tax Software, 1099 Preparation, W-2, Access, TX Franchise Tax, 940, 941, NPV, Real option analysis, DCF Valuation, Cost Of Capital, Black-Scholes, CCH ProSystem fx, ProSeries, CCH Engagement, CCH Document, Sage Fixed Asset..., QuickBooks, Financial Reporting, Research, IRR, Real Options Analysis, Financial Statement..., Consolidated Financial..., Teamwork, Statistical Data..., Regression Models, Analytics
Education
University of Notre Dame 2013 — 2015
Master of Business Administration (MBA), Corporate Finance
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting, Accounting, 3.76
University of North Carolina at Greensboro 2007 — 2009
Bachelor of Science, Accounting, 4.0
Forsyth Technical Community College
Associate, Applied Science - Accounting, 3.77
TIAA-CREF January 2015 - Present
Bank of America May 2013 - Present
Bank of America January 2012 - May 2013
Bank of America March 2010 - December 2011
Bank of America July 2009 - February 2010
Bank of America October 2006 - June 2009
Bank of America February 2003 - September 2006
MisOpciones, Inc. - Start-up company dedicated to developing loyalty programs for card portfolios January 2001 - February 2003
Citibank August 1997 - December 2000
Comp USA 1993 - 1994
Skills
Banking, Portfolio Management, Credit Cards, Credit, Financial Services, Leadership, Program Management, Business Planning, Loans, Executive Management, Segmentation, Training, Analytics, Mergers & Acquisitions, Risk Management, Financial Analysis, Sales Management, Capital Markets, Product Management, P&L Management, Private Banking, Wealth Management, Management, Strategy, Sales, Operational Risk..., Retail Banking, Market Research, Email Marketing, Marketing, Product Development, Credit Risk, Cross Selling, Debit Cards, Sales Operations, Call Centers, Marketing Strategy, Corporate Finance, Payments, Credit Analysis, Investment Banking, Commercial Banking, Relationship Management, Operational Risk, Cash Management, Financial Risk, Internet Banking, Electronic Payments, Payment Systems, Treasury Management
Education
Thunderbird School of Global Management 1995 — 1996
MIM
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
BBA
ATI Valuation January 2015 - Present
F Towery Professional Services March 2014 - January 2015
ServiceLink May 2012 - August 2013
Bank of America September 2011 - May 2012
LandSafe June 2004 - July 2011
Frank Towery and Associates April 1998 - June 2004
Skills
Appraisals, FHA, Real Estate, REO, Mortgage Lending, HUD, Financial Risk, Single Family Homes, Negotiation, Underwriting, Management, First Time Home Buyers, Appraising, Real Estate Transactions, Process Improvement, Project Management, Refinance, Appraisers, Valuation, Credit, Policy, Loans, Residential Homes, Risk Management, Due Diligence, Asset Management, Loss Mitigation, Condos, Loan Origination, Portfolio Management, Mortgage Banking, Investments, Training, Short Sales, Foreclosures, Investment Properties, Real Estate Financing, Investors, Residential Mortgages, Finance, Default, Banking, Mortgage Servicing, Real Estate Economics, Mortgage Underwriting, Loan Servicing, FHA financing, USDA, Commercial Real Estate, Loan Modifications
Education
The University of Texas at Austin 1968 — 1972
BBA, Finance
Frost Bank December 2010 - Present
First Community Bank April 2006 - December 2010
JP Morgan Chase March 2000 - March 2006
Bank of America July 1986 - February 2000
Skills
Real Estate, Banking, Credit Analysis, Due Diligence, Wealth Management, Private Banking, Financial Analysis, Loans, Mergers & Acquisitions, Commercial Banking, Commercial Lending
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1986
BA, Finance
Hotels.com January 2015 - Present
American Airlines November 2013 - December 2014
American Airlines September 2012 - October 2013
American Airlines July 2011 - August 2012
Bank of America June 2010 - August 2010
Cerner Corporation July 2002 - July 2009
Skills
Process Improvement, Project Management, Data Analysis, Business Analysis, Cross-functional Team..., IT Strategy, Healthcare Information...
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
University of Melbourne - Melbourne Business School 2011 — 2011
MBA, Exchange Program Particpiant
University of Michigan 1998 — 2002
BA, Economics
Scotiabank June 2007 - Present
BBVA Compass November 2002 - June 2007
compass bank 2002 - 2007
Bank of America May 2000 - June 2002
Skills
Financial Modeling, Derivatives, Credit Analysis, Mergers, Loans, Energy, Financial Structuring, Corporate Finance, Portfolio Management, Risk Management, Mergers & Acquisitions, Capital Markets, Structured Finance, Banking, Valuation, Finance, Financial Analysis, Due Diligence
Education
University of Houston, C.T. Bauer College of Business 2009 — 2012
MBA, Energy Finance
The University of Texas at Austin - Red McCombs School of Business 1996 — 2000
BBA, Finance
Northern Trust December 2000 - Present
Bank of America September 1982 - December 2000
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Capital Markets, Business Development, Commercial Banking, Commercial Lending, Credit, Due Diligence, Equities, Estate Planning, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, High Net Worth..., Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Leadership, Loans, Management, Mergers, Mergers, Mutual Funds, Portfolio Management, Private Banking, Private Equity, Sales, Securities, Series 7, Strategic Planning, Strategy, Trust Services, Underwriting, Valuation, Wealth Management, Wealth Management...
Education
The University of Texas at Austin - Red McCombs School of Business 1976 — 1981
BBA, Marketing and International Business
Pacific Union Financial July 2013 - Present
Bank of America June 2011 - July 2013
Bank of America April 2010 - June 2011
Countrywide April 2006 - April 2010
Countrywide June 2004 - April 2006
Skills
User Acceptance Testing, Testing, Quality Assurance, Visio, Business Requirements, Software Project..., Technical Writing, Microsoft Office, Mortgage Industry, Mortgage Lending, SDLC, Business Process, Requirements Gathering, Business Analysis, Analysis, Leadership, Process Improvement, Banking
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2002
BBA, Management, MIS
Plano Senior High School 1997 — 1999
HD Supply Facilities Maintenance September 2011 - Present
Bank of America July 2008 - September 2011
Bank of America February 2008 - July 2008
Skills
Customer Service, Sales Management, Account Management, New Business Development, Management, Negotiation, Inventory Management, Team Building, Strategic Planning, Purchasing, Sales, Contract Negotiation, Sales Process, Microsoft Office, Finance, Pricing, Financial Analysis, Loans, Cold Calling, Banking, Salesforce.com
Education
The University of Texas at Austin 1997 — 2002
Bachelor’s Degree, Education
Northbrook High School Houston, Texas 1993 — 1997
High School, Basics
Vaughan Capital Advisors June 2011 - Present
Queensbridge Venture Partners, LLC January 2014 - Present
Creative Artists Agency March 2008 - May 2011
Fox Mobile Entertainment 2005 - 2008
Sony Pictures Digital Entertainment October 2003 - October 2005
Goldman Sachs June 1999 - February 2003
Bank of America 1996 - 1998
Skills
Deal Structuring, Financial Advisory, Strategic Consulting, Mergers & Acquisitions, Strategy, Entrepreneurship, Investments, Investment Banking, Corporate Development, Financial Services, Start-ups, Strategic Partnerships, Banking, Business Development, Business Strategy, Capital Markets, Credit, Digital Media, Digital Strategy, Financial Analysis, Financial Modeling, Leadership, Management, Management Consulting, Marketing Strategy, Mergers, Mergers, Mobile Devices, Negotiation, Portfolio Management, Sales, Strategic Planning, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Finance
The University of Texas at Austin 1992 — 1996
BA, Finance
Mansfield High School
Houlihan Lokey February 2004 - Present
FTI Consulting / PricewaterhouseCoopers August 2002 - February 2004
Arthur Andersen February 1999 - June 2000
Bank of America 1997 - 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2000 — 2002
MBA, Business
Vanderbilt University 1993 — 1997
BA, Economics
Highland Park High School
Redapt, Inc. September 2015 - Present
Redapt, Inc. February 2015 - Present
Dell August 2013 - January 2015
Dell May 2011 - July 2013
Dell August 2009 - April 2011
Dell August 2008 - July 2009
Bank of America November 2006 - August 2008
MBSQuoteline June 2005 - June 2006
Skills
Cloud Computing, Data Center, SaaS, Servers, Storage, Networking, Virtualization, Enterprise Storage, Enterprise Software, Channel Partners, Sales Management, Strategy, Personal Development, Sales Enablement, Business Development, Leadership Development, Strategic Leadership, Organizational..., Go-to-market Strategy, Storage Area Networks, SAN, Solution Selling, Storage Solutions, Salesforce.com, Dell Computers, Sales Process, Storage Virtualization, Account Management, Disaster Recovery, SMB, VDI, NAS, Direct Sales, iSCSI, Compellent, EMC Storage, Series 6, Series 7
Education
The University of Texas at Austin 2001 — 2006
B.A., Economics/Business/Psychology, 3.7 GPA
Research Now September 2011 - November 2014
Research Now July 2008 - September 2011
University of Virginia August 2007 - April 2008
Bank of America May 2007 - August 2007
Software Architects June 2000 - June 2006
Skills
Analytics, CRM, SQL, Machine Learning, Tableau, Data Visualization, Data Analysis, Customer Insight, R, Business Intelligence, Pricing Optimization, Segmentation, Python, Project Management, Statistical Data..., Data Mining, KPI implementation, Pricing Strategy, Business Analysis, Database Design, Microsoft Excel, Product Design, Management Consulting, Software Design, Market Research, Cross-functional Team..., Market Analysis, Programming, Software Implementation, Salesforce.com, Marketing Research, Marketing Strategy, Business Strategy, Quantitative Research, Competitive Intelligence, Strategic Planning, Product Management, B2B, Mystery Shopping, BigMachines
Education
University of Virginia Darden School of Business 2006 — 2008
MBA, Business Administration
The University of Texas at Austin - The Red McCombs School of Business 1996 — 2000
BBA, Management Information Systems
Willis High School 1992 — 1996
Facebook July 2015 - Present
Walmart July 2014 - July 2015
Walmart April 2013 - July 2014
Walmart June 2011 - April 2013
Walmart May 2010 - June 2011
Walmart September 2009 - May 2010
Bank of America June 2008 - August 2008
Young Life October 2006 - August 2007
Universal Music Group August 2005 - August 2006
Universal Music Group May 2004 - August 2005
Skills
Marketing Strategy, Marketing Communications, Cross-functional Team..., Team Leadership, Strategy Development, Budget Management, Sponsorship Marketing, Agency Relations, Managing Others, Client Relationship..., Project Execution, Deadline Management, Managing Expectations, Non-profit Experience, Managing Volunteers, Music Industry, Entertainment Industry, New Media, Radio Promotions, Organizational..., Fundraising, Strategy, Management, CRM, Project Management, Budgets, Sponsorship, Competitive Analysis, Social Media, Market Research, Integrated Marketing, Brand Management, Digital Marketing, Leadership, Marketing, Strategic Planning
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Marketing
Vanderbilt University 2000 — 2004
BS, Human & Organizational Development, Spanish
Bank of America April 2010 - Present
Bank of America June 2009 - April 2010
Bank of America June 2008 - June 2009
Skills
Financial Analysis, Commercial Banking, Underwriting, Asset Based Lending, Business Relationship...
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2013
Master of Business Administration (MBA)
University of South Carolina - The Moore School of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance, General
Wells Fargo January 2013 - Present
Florida Gulf Coast University-SBDC 2009 - January 2013
Sperry Van Ness January 2006 - December 2012
SWFL Commercial Investment Professionals 2009 - 2011
Bank of America 2002 - 2004
The Chase Manhattan Bank April 2000 - August 2002
Austin Small Business Development Center June 1993 - November 1997
Skills
Real Estate, Business Development, Negotiation, Brokerage, Disposition, Real Estate Development, Marketing Strategy, Commercial Real Estate, Investments, Real Estate Economics, Real Estate Transactions, Leases, Investment Properties, Location Intelligence, Sales
Education
Leadership Bonita 2012 — 2013
The University of Texas at Austin - Red McCombs School of Business 1990 — 1992
BBA, Finance
MedAssets October 2014 - Present
Kinship Consulting, LLC May 2014 - Present
Asurion September 2012 - April 2014
Direct Energy 2011 - August 2012
Bank of America July 2008 - August 2010
Countrywide Financial March 2004 - July 2008
Accenture 1989 - 2002
Skills
Customer Analytics, Customer Insight, Customer Experience, Customer Acquisition, Market Research, Marketing Strategy, Business Process..., Customer Retention, Customer Satisfaction, Strategic Planning, Business Strategy, Knowledge Management, Competitive Intelligence, NPS, Customer Analysis, Financial Analysis, Strategy, Business Development, CRM, Integrated Marketing, Segmentation, Leadership, Management, Analysis, Marketing, Program Management, Analytics
Education
The University of Texas at Austin - Red McCombs School of Business 1986 — 1988
MBA, Finance and Marketing
Yale University 1978 — 1982
B.A., Economics
Holy Family Catholic School September 2014 - Present
Barclay Insurance Agency December 2013 - Present
Integrated Bank Technology November 2006 - December 2013
FundsXpress Financial Network November 1999 - November 2006
Bank of America April 1996 - November 1999
Skills
Moodle, Learning Management..., Instructor Led Training, Web Based Training, Software Training, Technical Training, Curriculum Development, Adobe Captivate, Camtasia, Snag, Help and Manual, Technical Writing, Quickbase, PowerPoint, Microsoft Word, Human Resources, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Outlook, SnagIt, Instructor-led Training, Captivate, Training, Risk Management, SharePoint, Management, Team Building
Education
The University of Texas at Austin
Bachelor of Science, Education
Morgan Stanley August 2014 - Present
Troubadour Capital, LLC September 2013 - August 2014
MBA Investment Fund, LLC November 2012 - May 2014
McCombs School of Business July 2012 - May 2014
Morgan Stanley June 2013 - August 2013
BNP Paribas October 2008 - July 2012
Bank of America June 2007 - October 2008
Skills
Hedge Funds, Bloomberg, Alternative Investments, Valuation, Equities, Capital Markets, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Equity Research, Derivatives, Asset Management, Investments, Portfolio Management, Corporate Finance, Structured Products, Asset Allocation, Series 7, Securities
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
Wake Forest University 2003 — 2007
Bachelor's degree, History
Wells Fargo Advisors, LLC October 2014 - Present
BLADEX June 2006 - September 2013
Bank of America September 1998 - June 2006
Skills
Investments, Risk Management, Trade Finance, Cash Management, Securities, Financial Services, Financial Analysis, Credit Risk, Finance, Commercial Banking
Education
The University of Texas at Austin - The Red McCombs School of Business 1996 — 1998
MBA, Finance, Marketing
Universidad de Monterrey 1989 — 1993
LAE, Business
ASFM
ASFM
Bank of America May 2010 - Present
360training September 2009 - July 2010
Vill-Pac, Inc. June 2009 - August 2009
Foundation Communities January 2009 - April 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Ambrosia Beverage Group March 2009 - December 2012
Bank of America June 2007 - October 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Portfolio Management, Finance, Valuation, Corporate Finance, Financial Reporting, Accounting, Strategic Financial..., Investments, Strategic Planning, Risk Management, Analysis, Budgets, Asset Managment, Business Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2007
BBA, Finance & Management
Robert Half Technology December 2011 - Present
The Judge Group March 2010 - November 2011
Placement Strategies, Inc. July 2009 - March 2010
Reutax AG July 2007 - July 2009
Spherion November 1997 - June 2007
Bank of America October 1996 - November 1997
Bank of America / NationsBank July 1994 - October 1996
Skills
Applicant Tracking..., Temporary Placement, Vendor Management, Cold Calling, Business Development, Account Management, Human Resources, Benefits Negotiation, New Business Development, Information Technology, College Recruiting, Professional Services, Screening, CRM, Sales Management, Recruiting, Talent Acquisition, Staffing Services, Technical Recruiting, Contract Recruitment, Interviews, Networking, Employee Relations, HRIS, Hiring, Recruitment Advertising, Executive Management, Talent Management, Screening Resumes, Management, IT Recruitment, Employee Training, Memory
Education
The University of Texas at Austin - Red McCombs School of Business 1990 — 1994
BBA
PHH Corporation July 2015 - Present
Seeking Next Opportunity October 2014 - July 2015
Ocwen Financial Corporation April 2013 - October 2014
Homeward Residential, Inc. August 2008 - March 2013
Lehman Brothers / Aurora Loan Services 2003 - 2008
Citi Group 2002 - 2003
California Federal Bank/First Nationwide Mortgage 1999 - 2002
Bank of America 1987 - 1999
Skills
Internal Audit, Ethics and Compliance, Corporate Governance, Enterprise Risk..., Internal Controls, Sarbanes-Oxley, Alternative Investments, Financial Audits, Risk Management, Data Analysis, SEC, General Ledger, Sarbanes-Oxley Act, Finance, Financial Reporting, Credit, Process Improvement, Governance, Executive Management, Financial Services, Financial Risk, Cash Management, Loans, Operational Risk..., IT Audit, Loan Servicing, CPA, Operational Risk, Mortgage Banking, Financial Analysis, Mergers & Acquisitions, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 1974 — 1976
Bachelor of Business Administration (B.B.A.), Accounting
Auto Injury Solutions - a division of CCC Information Services July 2004 - Present
GE/Associates Fleet Services May 1997 - June 2004
Bank of America August 1987 - May 1997
Arthur Andersen & Co September 1985 - August 1987
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, Mergers
Education
University of North Texas 1996 — 2000
MBA, Finance
The University of Texas at Austin 1981 — 1985
BBA, Accounting
Berkner High School
EY September 2014 - Present
KPMG US June 2013 - August 2013
Ernst & Young January 2013 - March 2013
Bank of America June 2011 - August 2011
Zilker Ventures June 2010 - September 2010
Skills
Financial Analysis, Accounting, Microsoft Excel, Access Database, Financial Accounting, Financial Reporting, Financial Statement...
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2014
Master of Public Administration (MPA), Auditing
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Minor in Finance, Accounting
EMC October 2011 - Present
EMC September 2007 - October 2011
Bank of America October 2006 - September 2007
EMC July 2003 - September 2006
EMC June 2001 - June 2003
Enron June 1998 - June 2001
United States Marine Corps July 1989 - September 1996
Skills
Solution Selling, Cloud Computing, Storage, SaaS, Enterprise Software
Education
The University of Texas at Austin - Red McCombs School of Business 1996 — 1998
Masters of Business Administration, Finance
University of Southern California - Marshall School of Business 1986 — 1989
Bachelor of Science, Business Administration
Bank of America July 2009 - Present
Skills
Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Leadership, Cross-functional Team..., Business Process..., Business Process, Business Analysis, Analysis, Finance, Banking, Credit, Customer Satisfaction, Vendor Management, Forecasting, Management, Operations Management, Strategy
Education
The University of Texas at Austin 1986 — 1991
BBA
Glenbrook North 1982 — 1986
glenbrook north 1982 — 1986
Carlisle & Gallagher Consulting Group July 2010 - Present
Bank of America 2008 - 2012
The Revere Group 2003 - 2010
Zaida Communications January 2000 - May 2003
Broadway and Seymour 1996 - 2000
Skills
Process Improvement, Management Consulting, Program Management, SDLC, Vendor Management, Business Analysis, IT Strategy, PMO, Change Management, Project Portfolio..., Financial Services, Strategic Planning, Product Management, Integration, Business Transformation, Business Process..., Business Intelligence, Business Process, Enterprise Architecture, Software Project..., Governance, Consulting, PMP, Risk Management, Requirements Gathering, Strategy, Requirements Analysis, Outsourcing, CRM, Analytics, Banking, Data Warehousing, Visio, ERP, Project Delivery
Education
The University of Texas at Austin 1993 — 1996
Master of Arts (M.A.), Classics and Classical Languages, Literatures, and Linguistics
Silicon Valley Bank June 2015 - Present
Silicon Valley Bank August 2008 - June 2015
Silicon Valley Bank September 2000 - August 2008
Bank of America August 1998 - September 2000
Bank of America September 1996 - August 1998
Skills
Early-stage Startups, Entrepreneurial Finance, Banking, Commercial Banking, Management, Venture Capital, Entrepreneurship, Fundraising, Start-ups, Portfolio Management, Business Development, Mergers & Acquisitions, Strategic Partnerships, Private Equity, Commercial Lending, Financial Services, Credit, Loans
Education
The University of Texas at Austin 1987 — 1992
BA, government/political science
Bank of America July 2014 - Present
GE Capital, Corporate Finance January 2011 - June 2014
GE Capital, Franchise Finance June 2008 - December 2010
GE Capital June 2006 - June 2008
Morgan Stanley October 2001 - May 2004
Skills
Financial Analysis, Structured Finance, Financial Modeling, Leveraged Finance, Portfolio Management, Corporate Finance, Finance, Strategic Planning, Due Diligence, Valuation, Financial Structuring
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA
The University of Texas at Austin 1994 — 1999
Bachelors
TXU Energy July 2011 - Present
TXU Energy October 2007 - July 2011
TXU Energy June 2006 - October 2007
Celfin Capital May 2005 - August 2005
Bank of America August 2002 - August 2004
Skills
Cross-functional Team..., Process Improvement, Financial Modeling, Call Centers, Analysis, Analytics, Strategy, Forecasting, Leadership, Financial Analysis, Team Leadership
Education
Tulane University - A.B. Freeman School of Business 2004 — 2006
MBA, Finance
The University of Texas at Austin - Red McCombs School of Business 1998 — 2001
BBA, Finance
Cushman & Wakefield February 2007 - Present
Bank of America September 1989 - January 2007
Education
The University of Texas at Austin - Red McCombs School of Business 1980 — 1984
KPMG LLP March 2010 - Present
LECG, LLC February 2009 - March 2010
Advanta Bank Corp. July 2003 - 2009
Fleet Bank 2000 - 2002
Bank of America 1995 - 2000
Federated Department Stores 1984 - 1995
Federated Department Stores - FACS Group 1989 - 1991
Abraham & Straus 1984 - 1989
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Finance
University at Buffalo 1975 — 1979
BA
Colonial Savings May 2013 - Present
Bank of America April 2011 - April 2013
Saxon Mortgage February 2009 - March 2011
Citi 1994 - 2009
Associates Home Equity 1996 - 1999
ford consumer finance 1994 - 1998
Skills
Loan Servicing, Loss Mitigation, Mortgage Servicing, Mortgage Lending, Default, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, Credit, FHA, Mortgage Underwriting, Consumer Lending, Refinance, FHA financing, Foreclosures, REO, Banking, Commercial Lending, Financial Services, Reverse Mortgages, Portfolio Management, Home Equity Loans, Securitization, Risk Management, Credit Analysis, Underwriting, Real Estate Financing, Loan Modifications, Financial Risk, Credit Risk, VA loans, Credit Cards, Asset Management, Finance, USDA, Government Loans, Construction Loans
Education
The University of Texas at Austin 1990 — 1994
Bachelors of Business Administration, Finance
Bank of America February 2011 - Present
Bank of America January 2009 - February 2011
Bank of America May 2007 - January 2009
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, Management, Finance
École des Hautes Études Commerciales de Paris
McDermott International Inc. 2012 - 2015
Pride International 1998 - 2011
Bank of America 1996 - 1998
Salomon Brothers 1994 - 1996
Eagle Management & Trust Company 1991 - 1993
Skills
Corporate Finance, Valuation, Budgets, Investments, Forecasting, Risk Management, Finance, Capital Markets, Private Equity, Leadership, Investor Relations, Analysis, Business Strategy, Internal Controls, Financial Forecasting, Mergers & Acquisitions, Change Management, Financial Modeling, Banking, Management, Sarbanes-Oxley Act, Treasury, Financial Reporting, Working Capital...
Education
The University of Chicago 1993 — 1996
MBA, Finance
The University of Texas at Austin 1987 — 1991
BBA, BA, Plan II, Honors Business
Memorial High School
Wells Fargo February 2004 - Present
Bank of America 1993 - 2004
Downtown Austin Alliance 1998 - 2002
Skills
Loans, Investments, Real Estate, Mergers & Acquisitions, Banking, Private Banking, Financial Analysis, Finance, Credit, Estate Planning, Wealth Management..., Investment Management, Commercial Lending, Insurance, Asset Management, Mortgage Lending, Portfolio Management, Wealth Management, Management
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA Finance, Accounting and Finance
Bank of America August 2010 - Present
Bank of America July 2009 - August 2010
Bank of America June 2008 - July 2009
U.S. Department of State July 2005 - April 2006
U.S. Department of State January 2003 - July 2005
International Republican Institute February 2001 - November 2002
Skills
Cross-functional Team...
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA
Washington University in St. Louis 1997 — 2000
BA, Anthropology and Spanish
Union Bank August 2014 - Present
Union Bank June 2011 - August 2014
Bank of America 2010 - June 2011
Countrywide Home Loans 2006 - 2009
Education
The University of Texas at Austin 1993 — 1998
Bank of America 2003 - Present
Dell 1998 - 2000
Dell Computer 1990 - 1998
Education
The University of Texas at Austin
Bank of America
Skills
Banking, Risk Management, Strategy, Process Improvement, Credit, Retail Banking
Education
The University of Texas at Austin 1977 — 1981
Export-Import Bank of the United States January 2015 - Present
Overseas Private Investment Corporation July 2013 - January 2015
SolarReserve October 2008 - June 2013
HSBC Securities June 2002 - October 2008
Bank of America 1997 - 2002
Mobil Oil September 1990 - June 1997
Skills
Alternative Energy, Solar Energy, Credit, Consulting, Energy Industry, Infrastructure, Financial Advisory, Treasury Management, Project Finance, Finance, Managerial Finance, Banking, Investments, Venture Capital, Energy, Financial Modeling, Due Diligence, Portfolio Management, Structured Finance, Emerging Markets, Investment Banking, Financial Structuring, Corporate Finance, Valuation, Private Equity, Mergers & Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1990
MBA, Information System Management
The University of Texas at Austin 1983 — 1987
BA, Plan II Honors Program
ultimumIT 2014 - Present
Davita HealthCare Partners 2014 - 2015
Robert Half Management Resources 2013 - 2014
Independent Consulting Projects 2012 - 2013
Vaco Resources, LLP 2006 - 2012
Ernst & Young 2005 - 2006
American Bank, N. A. 1998 - 2003
Bank of America 1996 - 1998
Institutional Real Estate Services 1989 - 1992
Skills
Management Consulting, Sarbanes-Oxley Act, Business Process..., Internal Controls, Internal Audit, IT General Computer..., IT Access Controls &..., Assurance & Advisory..., Process Improvement, SAP, Business Process, Budgets, Auditing, Finance, Management, Financial Reporting, Project Management, Managerial Finance, ERP, Risk Management, Financial Accounting, Sarbanes-Oxley, Banking, Access
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration, Concentrations - Finance & Accounting
IPsoft August 2014 - Present
FreeLancer March 2014 - Present
Bank of America March 2006 - March 2014
One technology 2003 - 2005
Alibre July 1999 - May 2003
SDRC August 1997 - July 1999
Skills
Hadoop, MapReduce, Machine Learning, R, Java, C/C++ STL, C#, Microsoft SQL Server, XML, SQL, T-SQL, OOP, Project Management, RESTful WebServices, ASP.net webservices, Pig, Mahout, HDFS, Linux, Statistical learning, Data Structures, Algorithms, Design Patterns, Software Architectural..., Agile Methodologies, C++, Visual Basic, Web Services, Statistical Modeling, C, SOA, Python, NLP, Eclipse, Software Engineering, Unix, AJAX, JavaScript, Distributed Systems, Natural Language..., ASP.NET, WCF, SOAP, Web Development, Maven, Databases, Test Driven Development, Integration
Education
The University of Texas at Austin 1991 — 1996
PhD., Computational Mechanics
Jingzhou High School
Optimal Realty Capital 2014 - Present
NexBank SSB February 2009 - July 2014
CFA Institute 2006 - 2012
Optimal Realty Capital March 2007 - February 2009
N3 Capital March 2006 - February 2007
Bank of America 2002 - 2006
Sabre Holdings 1999 - 2002
Skills
Spanish, Portfolio Management, Investments, Corporate Finance, Due Diligence, Valuation, Banking, Investment Management, Real Estate Economics, Credit Analysis, Structured Finance, Credit, Finance, Financial Modeling, Asset Management, Commercial Real Estate, Management
Education
The University of Texas at Austin 1995 — 1997
Master in Professional Accounting
University of Maryland College Park 1989 — 1993
BA, Economics
The Essence of Fitness Charities, Inc September 2010 - Present
The Smoothie Factory, Arlington, Texas September 2002 - January 2010
St Luke United Methodist Church 1996 - 2004
Bank of America 1993 - 1996
Skills
Nonprofits, Fitness, Public Speaking, Investments, Leadership Development, Fundraising, Community Outreach, Volunteer Management, Program Development, Event Planning, Team Building, Finance, Budgets, Training, Customer Service
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1992
MBA, Finance & Marketing
Virginia Union University 1984 — 1987
B.S., Accounting
Wells Fargo 1998 - Present
Bank of America 1997 - 1998
NationsBank 1997 - 1997
Barnett Bank 1996 - 1997
Texas Commerce Bank 1992 - 1996
US Navy Submarines 1983 - 1990
Skills
Liquidity Management, FX Options, Treasury Management, Treasury, Cash Management, Banking, Payments, Credit, Financial Transactions, International Banking..., Commercial Cards, Oil & Gas Industry, Downstream Oil & Gas, Offshore Drilling, Energy Services, Offshore Oil & Gas, Manufacturing, SEPA, Electronic Payments, Certified Treasury..., Global Finance, Global Sourcing, Canadian Treasury..., Enterprise Software, Oracle E-Business Suite, SAP Implementation, Microsoft Dynamics, Internet Banking, Banking Relationships, Commercial Banking, Financial Services, Capital Markets, Leadership, Investments, Trade Finance, Corporate Finance
Education
The University of Texas at El Paso 1990 — 1991
BBA
Naval Nuclear Power School 1983 — 1984
The University of Texas at Austin 1980 — 1982
Bank of America July 2010 - Present
Bank of America July 2008 - July 2010
Bank of America June 2007 - August 2007
Ivie January 2005 - June 2006
Ivie March 2003 - January 2005
Ivie October 2000 - March 2003
Ivie March 2000 - October 2000
Ivie October 1999 - March 2000
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
MBA, Management and Global Business
University of California, Davis 1994 — 1999
Bachelor of Arts (BA), International Relations and Affairs
OCBC Bank 2007 - Present
Far East National Bank January 2006 - July 2007
GE Capital December 2004 - January 2006
Advise Inc. May 2002 - November 2004
Fremont Investment & Loan June 1998 - January 2002
Bank of America August 1996 - June 1998
Bank of America August 1993 - April 1996
Skills
Portfolio Management, Loans, Credit Analysis, Finance, Credit, Corporate Finance, Business Strategy, Mergers & Acquisitions, Banking, Credit Risk, Commercial Banking, Financial Analysis, Structured Finance, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance
University of California, San Diego
B.A., Psychology
Harvard-Westlake School
BankUnited December 2014 - Present
NEFCU May 2014 - December 2014
Santander Bank, N.A. September 2011 - April 2013
Bank of America January 2007 - April 2011
Bank of America June 2005 - December 2006
Skills
Training, Credit Analysis, Credit, Cash Flow, Analysis, Mortgage Lending, Banking, Commercial Banking, Financial Analysis, Finance
Education
The University of Texas at Dallas - School of Management 2006 — 2008
MBA, Finance and Strategic Management
The University of Texas at Austin - The Red McCombs School of Business 2001 — 2005
BBA, Finance
Employees Retirement System of Texas October 2011 - Present
Bank of America April 2010 - October 2011
Bank of America January 2009 - February 2011
Patriarch Partners August 2006 - January 2009
Skills
Private Equity, Financial Modeling, Valuation, Financial Analysis, Investments, Equities, Portfolio Management, Due Diligence, Emerging Markets, Alternative Investments, Capital Markets, Credit, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
Masters, Economics
University of North Carolina at Charlotte 2001 — 2005
Bachelors, Economics
BNP Paribas March 2014 - Present
BNP Paribas Fortis October 2010 - March 2014
Bank of America August 2007 - October 2010
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Credit Analysis, Commercial Banking, Commodity, Banking, Portfolio Management
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance, Accounting
Kinkaid School
Tulane University
UnitedHealth Group OptumRx January 2012 - November 2012
Election Campaign for Susan Brooks for City Council Seat August 2011 - November 2011
British Petroleum March 2010 - February 2011
Providence Little Company of Mary Hospital October 2009 - March 2010
Bank of America February 2002 - February 2009
Honeywell Aerospace July 1995 - September 2001
Hughes Aircraft Company Electron Dynamics Division March 1995 - July 1995
SSI Management Consultants September 1989 - December 1993
W. Edwards Deming, Ph.D. 1989 - 1993
Radian Corporation January 1984 - September 1989
Skills
Process Improvement, Continuous Improvement, Operational Excellence, Kaizen, Project Management, Strategy, SPC, Leadership, Process Engineering, Analysis, Change Management, Program Management, Quality Management, Financial Reporting, Six Sigma, Value Stream Mapping, Cross-functional Team..., Business Process..., Management, Spend Management, Lean Manufacturing, Operations Management, Quality Assurance, DMAIC, Business Transformation, Vendor Management, Environmental Compliance, Environmental Impact..., Design of Experiments, Process Excellence, Product Delivery System..., Data Analysis, Black Belt, Business Process Mapping, Root Cause Analysis, Supply Chain Management, Minitab, Call Centers, Performance Improvement, Project Portfolio..., Management Consulting, Supply Chain, Risk Management, Process Optimization, Metrics, Outsourcing, Balanced Scorecard, PMO, Process Simulation, Training
Education
The University of Texas at Austin 1979 — 1984
MA
Local Libations Shipping Co. May 2014 - Present
Cognizant Technology Solutions June 2013 - August 2013
Bank of America August 2011 - August 2012
Bank of America April 2009 - August 2011
Bank of America June 2008 - April 2009
Skills
Finance, Cross-functional Team..., Data Analysis, Money Market, PowerPoint, Ad Hoc Reporting, Analytics, Business Analysis, Commercial Lending, Analysis, Competitive Analysis, Illustrator, Photoshop, Premiere
Education
The University of Texas at Austin 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship and Marketing
University of Florida - Warrington College Of Business 2003 — 2007
Bachelors, Finance, 3.69 out of 4.0 (3.94 within major)
Berkshire Hathaway Home Services March 2014 - Present
Duke Energy July 2009 - March 2014
Bank of America January 2006 - April 2009
Bank of America January 2003 - December 2005
Skills
Change Management, Organizational Change, Internal Communications, Business Process..., Strategic Planning, Organizational..., Management Consulting, SharePoint, Management, Leadership, Strategy, Process Improvement, Vendor Management, Risk Management, Project Planning, Program Management, Project Management, Cross-functional Team..., Team Management, Consulting, Training, PMO, Project Portfolio..., Business Transformation, Leadership Development, Performance Management, Team Leadership, Business Analysis, Data Analysis, PMP, Six Sigma, Forecasting, IT Strategy, Team Building, Talent Management, Human Resources, MS Project, Financial Services, Visio, Governance, Organizational Design, Business Process, SDLC, Resource Management, Business Strategy, Banking, Business Intelligence, Budgets, Mergers & Acquisitions, Operations Management
Education
The University of Texas at Austin 1994 — 1998
BBA, Marketing
U.S. Bancorp June 2014 - Present
Citibank NA July 2011 - Present
Bank of America February 2010 - July 2011
Citigroup Audit and Risk Review February 2005 - February 2010
TIB-The Independent Bankers Bank December 2002 - February 2005
Bank of the Southwest of Dallas May 1994 - December 2002
Main Bank November 1992 - February 1994
Skills
Regulatory Compliance..., Certified Regulatory..., Association of..., Financial Risk, Auditing, Internal Audit, Risk Management, Regulations, Banking, Internal Controls, Loans, Quality Auditing, Mortgage Lending, Consumer Lending, Operational Risk, Retail Banking, Bank Secrecy Act, Credit, AML, Governance, Enterprise Risk..., Training, Financial Services, Fraud, Credit Risk, KYC, OFAC, USA PATRIOT Act, Credit Cards, Loan Origination, Operational Risk..., Financial Institutions, Financial Regulation, Mortgage Banking, Anti Money Laundering, Branch Banking, Risk Assessment, Regulatory Requirements
Education
Amercan Bankers Association 2004 — 2005
Certified Regulatory Compliance Manager, Regulatory Compliance
The University of Texas at Austin 2004 — 2005
Texas Bankers Association Regulatory Compliance, Regulatory Compliance, Compliance Management
Foti 2014 - Present
Seattle Public Schools 2013 - Present
West Woodland PTA 2012 - 2013
Home Smart 2008 - 2011
Madison Park School 2001 - 2002
Bank of America 1999 - 2001
Florence Crittenton 1998 - 1999
Skills
Move Management, Downsizing, Senior Services, Aging in Place, Organizational Behavior, Organization Skills, Home Staging, Compassion, Residential Moving, Photography, Retirement Homes, Education, Independent Living, Hospice & Palliative..., First Time Home Buyers, Relocation, Marketing, Social Services, Referrals, Event Planning, Negotiation, Teaching, Coaching, Buyer Representation, Team Leadership, Microsoft Office, Townhomes, Residential Homes, Condos, Community Outreach, Single Family Homes, Real Estate, Property Management, Leadership, Real Estate Transactions, PowerPoint, Spanish, Foreclosures, Time Management
Education
University of Phoenix 2000 — 2001
Post Bacc Teaching Certificate, Elementary Education and Teaching
The University of Texas at Austin 1993 — 1996
BA, Anthropolgy, Psychology
University of Denver 1992 — 1993
BB&T October 2013 - Present
McLane Global February 2012 - September 2013
Bank of America October 1992 - January 2010
Texas Commerce Bank June 1980 - June 1984
Peat Marwick June 1978 - June 1980
Skills
Marketing Strategy, Social Media, Strategic Planning, Marketing, New Business Development, Marketing Communications, Direct Marketing, Customer Service, Email Marketing, Digital Marketing, Online Advertising, Integrated Marketing, Marketing Management, Social Media Marketing, Financial Services, Public Relations, Strategy, Business Development, Management, Business Strategy, CRM, Sales, Strategic Partnerships, Budgets, Business Planning, Negotiation, Contract Negotiation, Market Research, Forecasting, Team Building, Banking
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting
Maximum Financial Services November 2008 - Present
Century Security Bank May 2007 - November 2008
Bank of America February 2006 - March 2007
The Petroleum Group June 2002 - January 2006
Commercial Capital 2000 - 2002
FMAC 1997 - 2000
The Business Development Company 1986 - 1997
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Finance, Portfolio Management, Banking, Loan Origination, Financial Analysis, Underwriting, Commercial Banking, Mergers & Acquisitions, Risk Management, Loan Servicing, Real Estate, Funding, Commercial Real Estate, SBA, Start-ups, Analysis, Cash Flow, Business Development, Refinance, Asset Based Lending, SBA 504, Construction Loans, Credit Risk, Commercial Mortgages, Franchising, Small Business Lending, Auditing, Investments
Education
The University of Texas at Austin 1976 — 1980
Accounting
Bank of America December 2009 - Present
JP Morgan Chase October 2006 - December 2009
Washington Mutual, Inc. September 2003 - September 2006
Countrywide Home Loans July 1995 - June 2003
Education
The University of Texas at Austin 1971 — 1976
Continuing Education
Bank of America October 2000 - Present
Skills
Banking, Risk Management, Business Analysis, SDLC, Portfolio Management, Enterprise Architecture, Requirements Analysis, Vendor Management, Financial Risk, Credit, IT Strategy, Data Warehousing, Retail Banking, Disaster Recovery, Investment Banking
Education
The University of Texas at Austin 1970 — 1974
Bachelor's degree, General Business
University of Kentucky September 2013 - May 2015
UTHSCSA June 2011 - June 2013
UTHSCSA January 2010 - March 2010
Bank of America May 2008 - August 2009
Hallmark Cards July 2006 - November 2008
Skills
Accounting, Financial Analysis, Internal Controls, Microsoft Office
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA & MPA
The University of Texas at San Antonio 2006 — 2007
Bank of America March 2015 - Present
Chase April 2012 - February 2015
Lone Star National Bank March 2010 - March 2012
San Antonio National Bank August 2008 - December 2009
Washington Mutual August 2001 - July 2008
Skills
Treasury Management, Small Business Lending, Merchant Services, Business Portfolio..., Management, Microsoft Office, Relationship Management, Credit, Portfolio Management, Banking, Lines Of Credit, Retail Banking, Sales, New Business Development, Cross Selling, Branch Management, Commercial Lending
Education
University of the Incarnate Word 1998 — 2000
MBA, Business, Marketing
The University of Texas at Austin 1992 — 1995
BS, Communications
Bank of America Merrill Lynch May 2013 - Present
U.S. Trust, Bank of America Private Wealth Management December 2007 - May 2013
IDEO May 2011 - August 2011
Bank of America December 2006 - November 2007
Bank of America May 2004 - November 2006
Bank of America June 2001 - April 2004
Skills
Series 7 License, Series 63 License, Excel, Financial Analysis, Financial Planning, Forecasting, Pricing, Risk Management, Data Analysis, Competitive Analysis, Business Process Design, Process Improvement, Change Management, Strategic Financial..., Banking, Business Analysis, Financial Modeling, Portfolio Management, Finance, Corporate Finance, Valuation, Business Process...
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Masters of Business Administration
Southern Methodist University 2002 — 2004
Bachelor of Business Administration, Concentration in Finance
The University of Texas at Dallas 2000 — 2002
Bank of America July 2011 - Present
Skills
Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, GAAP, Process Improvement, Banking, Accounting, Finance, Auditing, Financial Modeling, US GAAP, Financial Accounting, Corporate Finance, Internal Controls, Microsoft Excel, Data Analysis, Microsoft Word, General Ledger, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2011
Master in Professional Accounting, Accounting
University of Washington, Michael G. Foster School of Business 2004 — 2008
Bachelor, Finance
Wincor Nixdorf February 2015 - Present
Jimmy Nassour Law Firm August 2014 - February 2015
Wincor Nixdorf August 2009 - August 2014
Guaranty Bank September 2005 - August 2009
Dell Financial Services October 1999 - September 2005
Bank of America June 1997 - October 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Budgets, Public Speaking, Editing, Strategic Planning, Java, Negotiation, Software Documentation, Team Leadership, Troubleshooting, Operations Management, Management, Logistics, Windows Server, Call Centers, Linux
Education
The University of Texas at Austin 2013 — 2013
Certificate, Paralegal
Trinity Industries, Inc. December 2013 - Present
MetLife Home Loans October 2010 - December 2013
Bank of America May 2004 - September 2010
Education
The University of Texas at Austin
Tesco Corporation March 2014 - Present
GE Oil & Gas July 2013 - March 2014
Lufkin Industries May 2011 - June 2013
LECG, LLC December 2008 - March 2011
Herrera Partners December 2006 - December 2008
Bank of America August 2005 - September 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Corporate Finance, Forecasting, Due Diligence, Mergers, Strategic Planning, Financial Reporting, Risk Management, Strategic Financial..., Energy, Analysis, Business Process..., Process Improvement, Business Strategy, Management Consulting, Accounting, Budgets
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Washington and Lee University 1997 — 2001
B.S., Economics
Wells Fargo August 2013 - Present
Societe Generale August 2010 - August 2013
Fortis Capital September 2001 - August 2010
Bank of America January 1999 - August 2001
ATP Professional Tennis May 1995 - June 1998
Skills
Series 79, 63 and 24
Education
The University of Texas at Austin 1992 — 1998
Bachelor of Business Administration (BBA), Finance, General
Bank of America May 1983 - Present
Education
The University of Texas at Austin
BBA, Marketing
Bank of America
Skills
Credit, Banking, Credit Analysis, Loans, Mortgage Lending, Mortgage Banking, Commercial Lending, Strategic Planning, Commercial Banking, Consumer Lending, Loan Origination, Small Business Lending, Retail Banking, Refinance, Risk Management, Management, Strategy, Process Improvement, Portfolio Management
Education
The University of Texas at Austin 1968 — 1972
Bachelor of Business Administration (BBA), Business Administration and Management, General, graduated
Bank of America July 1998 - Present
Bank of America Merrill Lynch July 1998 - Present
Education
The University of Texas at Austin 1995 — 1999
Economics