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
Bank of America July 2013 - Present
UNC Charlotte August 2011 - 2013
Beijing China International Futures Company, Ltd. (BICIFCO) July 2009 - August 2011
Beijing Zenith Connected Technology, Ltd May 2008 - September 2008
China Unicom May 2007 - August 2007
China Netcom May 2006 - August 2006
Skills
Matlab, Financial Computing, R, Stochastic Calculus, Risk Management, Financial Analysis, Financial Econometrics, Quantitative Finance, SQL, Statistical Modeling
Education
University of North Carolina at Charlotte 2011 — 2013
Master's degree, Mathematical Finance
Beijing University of Post and Telecommunications
Bachelor's degree, Electronic Commerce
Advance Business Group, LLC. January 2014 - Present
Bank of America July 2013 - December 2014
Agora Group Inc. October 2000 - January 2014
Charles Schwab November 2012 - April 2013
American Express August 2011 - May 2012
BlueCross BlueShield of Tennessee December 2010 - August 2011
Bank of America March 2010 - December 2010
American Express September 2009 - February 2010
OptumRx (formerly Prescription Solutions, Inc.) January 2009 - September 2009
Prudential Financial November 2008 - January 2009
Skills
Requirements Analysis, Pegasystems PRPC, Business Process..., Agile Methodologies, Pega PRPC, Business Process Design, Business Analysis, Requirements Gathering, SDLC, Project Management, SOA
Education
Baylor University - Hankamer School of Business 1992 — 1996
Bachelor of Business Administration (BBA), Management Information Systems, General
Bank of America March 2014 - Present
Bank of America June 2013 - August 2013
Thomson Reuters October 2011 - November 2011
Ernst & Young January 2011 - February 2011
IBM July 2010 - August 2010
Skills
Java, C, SQL, HTML, JavaScript, Microsoft Office, Data Analysis, MySQL, Microsoft SQL Server, Databases, Microsoft Excel, XML, Python, Eclipse
Education
Carnegie Mellon University 2012 — 2013
Master's degree, Information Systems Management
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor of Science (BS), Management Information Systems, General
Ursus Holdings, LLC and Shelton, Harrison & Pinson, PLLC March 2015 - Present
Strasburger & Price, LLP April 2013 - March 2015
Bank of America March 2012 - April 2013
Bank of America October 2011 - March 2012
Bank of America May 2011 - October 2011
McLennan County Criminal District Attorney's Office February 2011 - April 2011
Daniel Stark Injury Lawyers May 2009 - March 2010
204th District Court June 2009 - August 2009
Skills
Legal Research, Legal Writing, Negotiation, Litigation, Arbitration, Microsoft Excel, Team Leadership, Microsoft Office, Legal Assistance, Legal Issues, Legal Compliance, Contract Negotiation, Research, Legal Advice, Legal Liability, Legal, Team Building, Customer Relations, Customer Service, Documentation, Excel, Education, Social Media, Social Networking, Photoshop, PowerPoint, Problem Solving, Retail, Teaching, Teamwork, Technical Writing, Word, Writing, Windows, Apple Macintosh, Trials, Commercial Litigation, Mediation, Loan Servicing, Foreclosures, Litigation Management, Hearings, Civil Litigation, Courts
Education
Baylor University School of Law 2008 — 2011
J.D., Litigation
Texas A&M University, College of Liberal Arts, College 2004 — 2008
Bachelor of Arts, Psychology
Citizens Bank 2012 - 2013
bank of america September 2005 - October 2009
Bank of America February 2005 - March 2009
REMAX Advantage September 1990 - October 2005
Skills
Notary Public, Banking, Management
Education
airline academy 2010 — 2010
graduate, sabre, flight attendant
University of Rhode Island 1987 — 1987
Human Resources Management/Personnel Administration, General
Becker College 1982 — 1983
Interior Design minored in business
Wells Fargo May 2013 - Present
National Black MBA Association 2011 - 2012
Farm Credit Bank 2007 - 2012
Texas Guaranteed Student Loan 2005 - 2007
Dell 2004 - 2005
Bank of America 1997 - 2002
NationsBank 1995 - 1997
North Carolina National Bank (NCNB) 1990 - 1995
Republic National Bank 1980 - 1990
Skills
SDLC, Visio, Process Improvement, MS Project, Project Management, Business Analysis, Vendor Management, Risk Management, Requirements Analysis, Software Project..., Agile Methodologies, SharePoint, Program Management, Integration, Change Management, Data Warehousing, Cross-functional Team..., Project Planning, Disaster Recovery, Quality Assurance, Management, Team Leadership, Leadership, PMO, Analysis, Business Process, Software Documentation, Budgets, Data Analysis, Team Management, Business Process..., PMP, Strategic Planning
Education
Baylor University - Hankamer School of Business 1994 — 1996
Master of Business Administration (M.B.A.)
Marquette University
Bachelor of Applied Science (B.A.Sc.), Mathematics / Secondary Education
PwC US April 2012 - Present
Marsh August 2010 - April 2012
Manulife-Sinochem June 2006 - June 2010
John Hancock Financial Services January 2001 - June 2006
John Hancock Financial Services January 1996 - January 2001
Bank of America February 1996 - November 1996
Morgan Stanley January 1994 - January 1996
Skills
Risk Management, Anti-corruption, FCPA, AML, Due Diligence, Internal Controls, Internal Audit, Investment Compliance, Operations Management, Ethics
Education
Bentley College
Masters of Business Administration (MBA), Management Information Systems
The University of South Dakota
Bachelor of Science (BS), Finance
Beijing Normal University 1987 — 1989
English Literature
Sidwell Friends School 1986 — 1987
High School
北京师范大学第二附属中学
Bank of America May 2014 - Present
athenahealth January 2014 - May 2014
Mathews Brothers Company June 2013 - December 2013
Quirk Ford of Augusta September 2011 - June 2013
Skills
Cash Posting, Microsoft Excel, Microsoft Office, Microsoft Word, Accounts Payable, Switchboard, Receptionist Duties, Image Processing, Millwork, Inventory, File Management, Account Reconciliation, Accounts Receivable, Customer Service, General Ledger, Nursing
Education
Beal College 2014 — 2016
Associate's degree, Medical/Clinical Assistant
Searsport High School 2005 — 2007
General Education Diplomia, General Studies
TD Bank USA January 2006 - Present
Bank of America January 2000 - January 2006
Skills
Banking, Time Management, Small Business Lending, Consumer Lending, Loans, Retail Banking, Credit, Mortgage Lending, Commercial Lending, Commercial Banking, Relationship Management, Credit Analysis, Cross Selling, Loan Origination, Portfolio Management, Leadership, Team Leadership, Business Development, Sales & Marketing..., Fixed Annuities, Investments, Coaching, Residential Mortgages, Leadership Development, Sales, Mortgage Banking, Lines Of Credit, Customer Service, Credit Risk, Performance Management, Underwriting, Cross-functional Team..., Sales Management, Branch Management, Home Equity Lines of..., Deposits, Commercial Mortgages
Education
Nichols College 2007 — 2011
MBA, Business, Management, Marketing, and Related Support Services
Worcester State University 2000 — 2002
B.S., Business Management
Becker College 1997 — 1999
A.S., Physical Therapy
Nichols College
Master's degree (Currently Enrolled), Organizational Leadership
Shrewsbury
Bank of America March 2012 - Present
Texas A&M University September 2009 - December 2011
Skills
Eviews, R, Stata, SAS, Matlab, Applied Econometrics, Labor Economics, Time Series Analysis, Forecasting, EViews, Econometrics
Education
Texas A&M University 2006 — 2012
PhD, Economics
Beijing Normal University 2001 — 2005
BS, International Economics and Trade
Jilin Yuwen Middle School 1998 — 2001
First Tech Credit Union August 2011 - Present
Bank of America January 2007 - August 2011
Skills
PowerPoint, Banking, Mortgage Lending, Customer Service, Loan Origination, Business Analysis, Risk Management, Loans, Credit, New Business Development, Team Building, Consumer Lending, Account Management, Credit Analysis, Mortgage Banking, Refinance, Residential Mortgages, Sales, Financial Analysis, Investment Properties, Microsoft Office, Sales Management, Real Estate
Education
Portland State University - School of Business 1999 — 2002
Bachelor of Business Administration (B.B.A.), Business and Personal/Financial Services Marketing Operations
Beijing Language and Culture University 1998 — 2000
Mandarin, Chinese Language and Literature
Bank of America 2012 - 2013
Rochester Institute of Technology October 2010 - August 2011
Education
Beijing Language and Culture University 2011 — 2011
Rochester Institute of Technology 2007 — 2011
Bachelor of Applied Arts and Science, Multi-/Interdisciplinary Studies, General
Mattress Firm February 2014 - Present
Flanigan's Seafood Bar & Grill 2008 - 2013
The Ritz-Carlton Hotel Company LLC March 2010 - June 2011
Cityline Mortgage January 2006 - January 2008
Bank of America January 2005 - December 2005
Skills
Training, Management, Real Estate, Sales, Office Administration, Marketing, Customer Satisfaction, Budgets, Customer Service, Leadership, Restaurant Management, Time Management, Process Scheduler, Loans, Hospitality, Accounting, Real Estate Mgmt..., Unparalleled Client..., Referrals, Employee Training, Event Planning, Microsoft Excel, Data Entry, Recruiting, Residential Homes, Human Resources, Business Development, Sellers, Commercial Real Estate, Mortgage Lending, Team Building, Consulting, Hiring, Mortgage Servicing, Recruitment Advertising, Business Strategy, Restaurants, Creative Writing, English Literature, Creative Writing...
Education
Belhaven University 2014 — 2016
Master of Science & Leadership, Human Resources Strategic Management, A
Florida International University 2010 — 2012
Bachelor of Arts (B.A.), English Language and Literature/Letters, A
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, A
Colfax Fluid Handling November 2014 - Present
Colfax Fluid Handling April 2014 - November 2014
Bank of America June 2013 - August 2013
Duke Energy Corporation January 2013 - May 2013
Mediterranean Shipping Company August 2009 - June 2011
Mediterranean Shipping Company April 2009 - August 2009
Mediterranean Shipping Company December 2007 - April 2009
Mediterranean Shipping Company August 2007 - November 2007
Mediterranean Shipping Company June 2006 - August 2007
GNI Capital, Inc. May 2005 - August 2005
Skills
Logistics, Transportation, Management, Shipping, Strategy, Customer Service, Supply Chain Management, Public Speaking, Market Research, Problem Solving, Training, Business Development, International Trade, New Business Development, Change Management, Business Process..., Process Improvement, Import, Leadership, Operations Management, Strategic Sourcing, Teamwork, Sales Operations, Category Management, Financial Modeling, Risk Management, Financial Analysis, Business Strategy, Analysis
Education
University of South Carolina - The Moore School of Business 2011 — 2014
International MBA, Finance, Mandarin Chinese
Beijing Language and Culture University 2012 — 2012
Intensive Mandarin Chinese language training
Vanderbilt University 2002 — 2006
Bachelor of Arts, History
Tufts Cummings School of Veterinary Medicine February 2011 - Present
Bank of America February 2008 - February 2011
Skills
Laboratory, Inventory Management, Customer Service, Animal Work, Animal Husbandry, Rabbit, Rodents, Dog Grooming, Dogs, Goats, Organization, Research
Education
Becker College 2003 — 2005
AS, Animal Care
St. Peter Marian 1994 — 2000
Facebook July 2014 - Present
Adobe January 2013 - June 2013
Bank of America January 2012 - June 2012
LIFT Roxbury August 2011 - December 2011
Wilmer Cutler Pickering Hale and Dorr LLP January 2011 - June 2011
Northeastern University American Red Cross September 2010 - April 2011
Spotmau Corp July 2010 - August 2010
Skills
PowerPoint, Access, Microsoft Excel, Social Media, SEM, Analysis, Stata, SQL, R, Data Analysis, Microsoft Word, Statistics, Outlook, Mathematica, Mathematics, Public Speaking, Facebook, Research, Management, Microsoft Office
Education
Northeastern University 2009 — 2014
Dual Bachelor of Science, Economics and Mathematics, 3.66
London School of Economics and Political Science 2011 — 2011
Study Abroad
Beijing Normal University 2010 — 2010
Study Abroad
Brooklyn Technical High School 2005 — 2009
Regents Diploma, Industrial Design
Bank of America Merrill Lynch May 2015 - Present
Comerica Bank December 2011 - May 2015
BBVA Compass May 2007 - November 2011
JPMorgan Chase May 2005 - May 2007
Bank of America January 1996 - May 2005
Skills
Middle Market, Commercial Banking, Banking, Finance, Financial Services, Financial Advisory, Financial Modeling, Financial Structuring, New Business Development, Business Development, Relationship Management, Executive Management, Sales Management, Leadership, Strategy, Connecting People, Solution Selling, Capital, Loans, Syndications, Treasury Management, Foreign Exchange, Interest Rate Risk..., Commercial Lending, Credit, Credit Analysis, Entrepreneurship, Financial Analysis, Investment Banking, Investments, Mergers, Negotiation, Risk Management, Networking, Portfolio Management
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA
Bank of America June 2010 - Present
Viant December 2008 - June 2010
Hong Kong New Sun Real Estate (Group) Company 2007 - 2008
Bank of America 1996 - 2007
Chicago Research and Trading (bank of america) 1994 - 1996
Chongqing Institute of Technology July 1986 - August 1988
Skills
Capital Markets, FX Options, Risk Management, Investment Banking, SOA, Strategy, Portfolio Management, Derivatives, Financial Modeling, Fixed Income, Financial Services, Trading Systems, Trading, Business Analysis, Equities, Enterprise Architecture, SDLC, Agile Methodologies, Electronic Trading, Equity Derivatives, Financial Markets, Market Data, Bloomberg, Financial Risk, FX trading, Options
Education
University of Illinois at Chicago 1991 — 1995
Ph. D., Computer Engineering
University of Illinois at Chicago 1988 — 1990
M.S., Computer Science
Beijing Institute of Technology 1983 — 1986
M.S., Mathematics
Hunan University 1979 — 1983
B.S., Mathematics
Huda FuZhong 1975 — 1979
Bank of America August 1998 - Present
united states postal service May 1997 - July 1998
Education
University of Toronto 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Belaruski Nacyjanal'ny Tehnièny Universitet
Harvard College
Bachelor of m(B.Com.), s
InfoDefense September 2001 - Present
Symantec July 2009 - October 2010
Southern Methodist University August 2008 - June 2010
Bank of America May 2000 - September 2001
Immedient 1999 - 2000
USWeb 1997 - 1999
Electronic Data Systems 1994 - 1997
Education
Baylor University - Hankamer School of Business 1988 — 1991
BBA, Entrepreneurship/Marketing
Nassau Community College 1984 — 1988
AS, Business
Bank of America August 2014 - Present
Media & Entertainment Services Alliance June 2014 - July 2014
Diamond Capital Advisors July 2013 - September 2013
Merck Sharp & Dohme Pharmaceutical Corporation, Ltd July 2010 - December 2010
Skills
•Proficient in SAP,..., Statistics, Human Resources, Recruiting, Research, SPSS, Data Analysis, Nonprofits, Strategic Planning, Business Development, Market Research, Marketing Strategy, Strategy, Social Media, Leadership, Management, Business Strategy, Analytics, Team Leadership, Analysis, Marketing, Social Networking, Employee Relations, Leadership Development, Training, Business Planning, Organizational..., Time Management, Sales, Competitive Analysis, Interviews, Deferred Compensation, Entrepreneurship, Talent Management, Performance Management, Sourcing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), MBA
Beijing Technology and Business University 2007 — 2011
Bachelor of Commerce (B.Com.), Human Resources Management, 3.7
Twilio, Inc. August 2013 - Present
Zynga October 2011 - August 2013
Bank of America January 2011 - October 2011
JPMorgan Chase February 2008 - January 2011
University of Nebraska January 2006 - December 2007
DTN May 2007 - August 2007
Aicent Telecommunication Technology Ltd June 2005 - December 2005
Skills
SQL, SAS, Unix, Testing, Analysis, Statistics, Optimization, Operating Systems, Online Advertising, Facebook Marketing, R, Data Analysis, Optimizations, Agile Methodologies, Oracle, Databases, Perl, C++, Analytics, Data Mining, Project Management, CSS, Quality Assurance
Education
University of Nebraska at Omaha 2006 — 2007
M.S, Management Information Systems
Beijing University of Posts and Telecommunications 1995 — 2005
B.S, Information Engineering
Bank of America March 2008 - Present
Amherst Funding Group July 2005 - December 2006
PrimeLending October 2004 - July 2005
Guaranty Residential Lending January 2002 - October 2004
Skills
Financial Analysis, Credit, Finance, Financial Modeling, Banking, Credit Analysis, Portfolio Management, Loans, Underwriting, Risk Management, Corporate Finance, Valuation, Capital Markets, Investments, Financial Reporting, Due Diligence, Bloomberg, Asset Management, Loan Origination, Mergers & Acquisitions, Analysis, Process Improvement
Education
The University of Texas at Dallas - School of Management 2010 — 2013
Master of Science (MS), Finance
Baylor University - Hankamer School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Real Estate
Becker College September 2015 - Present
Bank of America December 2014 - Present
Bank of America November 2011 - December 2014
Bank of America February 2009 - November 2011
Bank of America October 2005 - February 2009
Bank of America February 2003 - October 2005
Cape Cod Bank & Trust 2002 - 2003
PL Jones & Associates, CPA's February 1994 - June 2002
Skills
Consumer Lending, Retail Banking, Cross-functional Team..., Customer Satisfaction, Leadership, Credit, Team Building, Small Business Lending, Coaching, Banking, Sales Management, Customer Experience, Underwriting, Sales, Lines Of Credit, Process Improvement, Relationship Management, Management, Secondary Market, External Audit, Risk Management, Commercial Lending, Loans, Mortgage Lending
Education
New England College of Business and Finance 2014 — 2015
Master of Science (MS), Compliance & Ethics, 3.97
Becker College
Bachelor of Science (BS), Business Administration and Management, General, 3.986
Holliday, Fenoglio, Fowler, L.P. 2010 - Present
FirstCity Financial Corp. 2004 - 2010
Bank of America 2002 - 2004
Education
Baylor University - Hankamer School of Business
BBA, Finance & Real Estate
Texas Real Estate License
iQor November 2013 - Present
Bank of America July 2010 - December 2013
iQor March 2005 - July 2010
IRMC March 2005 - July 2010
Municipal Credit Union February 2001 - March 2005
NCO Financial Systems July 1999 - November 2000
Skills
Database Admin, Vendor Management, Data Architecture, Project Management, Matrix Management, Data Warehousing, Talend, Business Objects, Microsoft SQL Server, Disaster Recovery, SharePoint, Business Intelligence, Testing, SDLC, Management, Business Analysis, SQL, Business Requirements, Visio, Databases, Access, Enterprise Architecture, Program Management, Enterprise Software, Master Data Management, SSIS, Software Documentation, ETL, Data Modeling, Integration, Data Quality, Database Administration, Data Analysis
Education
Belarusian State University 1989 — 1994
Bank of America October 2012 - Present
Bank of America December 2010 - October 2012
Bank of America Benefit Solutions November 2008 - November 2010
Bank of America June 2008 - November 2008
COSS Development Corporation April 2006 - May 2008
Orange County Public Schools August 2004 - February 2006
Hewitt Associates April 2002 - July 2004
Hewitt Associates April 2002 - July 2004
Ruby's Diner Home Office May 2000 - February 2001
Skills
Salesforce.com, Strategy, Customer Service, Leadership, Process Improvement, Marketing, CRM, Vendor Management, Marketing Communications, Advertising, Program Management, Project Management, Management, Event Planning, Product Management
Education
Belhaven University 2002 — 2003
BBA, Business Admin
California State University-Long Beach - College of Business Administration 1997 — 2001
Marketing
Florida Department of Education
Educator's Certificate; Bachelor, Elementary and Middle Grades; Business Administration
Bank of America July 2008 - Present
Barclay Card US May 2007 - July 2008
State Farm Research Center August 2005 - February 2006
University of Illlinois at Urbana Champaign May 2004 - December 2005
Skills
SQL, Data Analysis, Analytics, Analysis, Statistics, SAS, R, Financial Risk, Statistical Modeling, Credit Cards, Business Intelligence, Strategy, Portfolio Management, Credit Risk, Risk Management, Data Mining, Segmentation
Education
University of Illinois at Urbana-Champaign 2005 — 2007
M.S, Statistics
University of Illinois at Urbana-Champaign 2001 — 2007
Ph.D, Computational Linguistics
Beijing Foreign Studies University 1997 — 2001
BA, Spanish (Major), Finance (Minor)
Capital One Home Loans March 2015 - Present
Bank of America December 2011 - March 2015
Liberty Mutual Insurance February 2010 - May 2011
Skills
Customer Service, Microsoft Office, Leadership, Event Planning, Microsoft Word, Microsoft Excel, Property, Outlook, Event Management, Team Building, Insurance, Mortgage Underwriting, Loan Servicing, Restaurant Management, Property & Casualty..., Team Leadership
Education
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Management
Bank of America February 2015 - Present
Army National Guard June 2012 - Present
Chase August 2014 - January 2015
Chase September 2013 - August 2014
Big Lots June 2013 - September 2013
Oxford International September 2012 - January 2013
Mallory Factor INC January 2012 - May 2012
Skills
Leadership, Team Building, Analysis, Military, Policy, Customer Service, Negotiation, Military Experience, Security Clearance, Operational Planning, Command, Defense, Intelligence, National Security, Government, Intelligence Analysis, Management, Leadership Development, Public Speaking
Education
Washington State University
Master of Business Administration (M.B.A.)
The Citadel 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government, 3.63
Beijing Foreign Studies University 2011 — 2011
Bank of America July 2013 - Present
Bank of America February 2009 - July 2013
Bank of America March 2007 - January 2009
Bank of America March 2007 - January 2008
Bank of America September 2005 - March 2007
Accenture February 2003 - August 2005
Skills
Management Consulting, Operational Risk..., Business Continuity, Business Continuity..., Business Control, Project Planning, Project Management, Six Sigma, Certified Green Belt, Certified Business..., Emergency Response &..., Consumer Banking, Vendor Management, Supplier Risk Management, Supplier Quality..., Quality Management, Analytics, Offshore Outsourcing, Offshore Management, Strategic Planning, Large Systems..., Business Process Design, Process Improvement, Banking
Education
Baylor University - Hankamer School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Operations Management and Supervision
Bank of America December 2011 - Present
KPMG LLP November 2010 - November 2011
Deloitte Tax, LLP July 2007 - November 2010
Clayton S. Parsons III CPA, PA August 2006 - June 2007
Alltel June 2004 - May 2005
Skills
Private Equity, Tax, Corporate Tax, Mergers, Accounting, International Tax, Restructuring, Auditing, Mergers & Acquisitions, Strategy, Analysis, Banking, Sarbanes-Oxley Act, Due Diligence, Tax Returns
Education
Queens University of Charlotte 2005 — 2007
MBA, Finance Concentration
Catawba College 2001 — 2004
BS, Accounting, Business Administration
Belarusian State University 1999 — 2001
MSt, International Relations (transferred out), Economics, Management
Staples, Inc. July 2002 - Present
Bank of America 1996 - 2002
Teradyne February 1989 - July 1995
Education
Becker College 1977 — 1979
Fidelity Investments April 2013 - Present
Bank of America March 2011 - March 2013
Bank of America September 2010 - February 2011
GE Capital January 2006 - September 2010
FedEx Corp January 2000 - January 2006
Sanofi-Aventis 1999 - 1999
Merck & Company 1998 - 1998
Skills
Segmentation, Analytics, Competitive Analysis, Business Strategy, Cross-functional Team..., Financial Modeling, Product Management, Strategy, Strategic Planning, Customer Experience, Financial Analysis, Customer Analysis, Marketing Strategy, Market Research, Banking, Change Management, Business Analysis, Product Marketing, Competitive Intelligence, Marketing Management, Forecasting, Business Planning, Marketing Analytics, Business Development, Strategic Partnerships
Education
Thunderbird School of Global Management 1997 — 1999
MBA
Beijing International Studies University 1989 — 1993
BA, International Trade & Economics
Citi August 2013 - Present
Bank of America April 2011 - July 2013
University of Florida August 2007 - April 2011
University of Florida August 2007 - April 2011
University of Florida May 2010 - August 2010
Beihang University September 2005 - June 2007
China Petroleum & Chemical Corporation (SINOPEC) March 2006 - August 2006
Skills
Operations Research, Statistics, SAS, R, Matlab, Optimization, VBA, Simulations, Algorithms, SPSS, Programming, Arena Simulation..., Access, SQL, Business Intelligence, Lean Manufacturing, C++, CPLEX, Forecasting, Statistical Modeling, Data Mining, Minitab
Education
University of Florida 2007 — 2011
PhD, Major: Operations Research; Minor: Computer Science
University of Florida 2007 — 2009
Master, Industrial Engineering
Beihang University 2003 — 2007
Bachelor, Management Science and Engineering
Noble Drilling May 2012 - Present
Noble Drilling January 2008 - May 2012
University of Houston August 2008 - August 2010
Bank of America 2006 - 2008
Dell 2003 - 2006
Skills
Financial Analysis, Analytics, Statistics, Trend Analysis, Project Management, Corporate Finance, Microsoft Office, Microsoft Excel, SharePoint, Access, PowerPoint, Photoshop
Education
University of Houston 2008 — 2010
MBA, International Finance
Baylor University - Hankamer School of Business 2002 — 2006
BBA, Marketing
Force Management 2010 - Present
Right Management 2006 - Present
CSI Deleeuw 2009 - 2009
Bank of America Wealth Management 2002 - 2003
Bank of America Investment Services 1998 - 2002
Bank of America 1997 - 1998
NationBanc Capital Marktets, Inc 1995 - 1997
NationsBank (Bank of America predecessor) 1994 - 1995
NCNB Texas, Florida, Georgia, Maryland (Bank of America predecessor) 1988 - 1994
Republic Banks of Houston, Fort Worth, Austin, and San Antonio 1983 - 1988
Skills
Finance, Leadership, Mergers & Acquisitions, Portfolio Management, Due Diligence, Management, Forecasting, Executive Coaching, Securities, Banking, Mergers, Capital Markets, Strategy, Sales, Executive Management, Strategic Planning, Change Management
Education
Baylor University - Hankamer School of Business
BBA & MS, Economics, Accounting
Citi February 2015 - Present
JP Morgan Chase September 2010 - October 2014
Beal Bank October 2008 - August 2010
GE Capital October 2005 - September 2008
Washington Mutual June 2002 - September 2005
Northern Trust October 2000 - May 2002
Bank of America May 1995 - October 2000
Skills
Mortgage Underwriting, Treasury, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Loans, Due Diligence, Valuation, Investments, Banking, Asset Management, Underwriting, Financial Risk, Mortgage Lending, Finance, Commercial Banking, Real Estate, Investment Properties, Commercial Real Estate, CMBS, Analysis, Credit Risk, Structured Finance, Risk Management, Commercial Lending, Loan Origination
Education
Baylor University - Hankamer School of Business
BBA
Dallas Baptist University
MBA
Formal Credit Training-Bank of America
Bank of America May 2014 - Present
Bank of America July 2013 - May 2014
Bank of America Merrill Lynch June 2012 - August 2012
Think Tanks and Civil Societies Program January 2011 - May 2011
Tedesco Country Club 2008 - 2010
Build Property Management Shanghai Co. Ltd. September 2008 - December 2008
North Shore Health System June 2008 - August 2008
Skills
Statistics, Accounting, Game Theory, International Trade, Economic Growth, Economics, International Relations, Analysis, Market Research, Research, Policy Analysis, International..., Entrepreneurship, Microsoft Excel, PowerPoint, Financial Modeling, Public Policy, Teamwork
Education
University of Pennsylvania 2009 — 2013
BA, Economics
Cambridge University 2012 — 2012
Beijing Normal University 2011 — 2011
Chinese (5th Year)
Phillips Academy Andover 2004 — 2008
High School, Liberal Arts
Wells Fargo Advisors, LLC July 2011 - Present
Wells Fargo Private Banking March 2009 - July 2011
Bank of America July 2001 - January 2009
Bank of America May 2000 - July 2001
Bank of America May 1996 - April 2000
Education
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Marketing
The University of Texas at Austin 2006 — 2007
CFP®, Certified Financial Planner Program
The American College 2011 — 2011
CLU®, Chartered Life Underwriter
US Bank December 2011 - Present
Wells Fargo 1995 - December 2011
Bank of America 1993 - 1995
First City Bank - Houston 1989 - 1993
Education
University of Houston 1985 — 1986
MBA, Finance
Baylor University - Hankamer School of Business 1981 — 1985
Bank of America March 2012 - Present
Purdue University Calumet August 2009 - December 2011
Bank of America June 2011 - August 2011
US Steel Research and Technology Center August 2010 - November 2010
Skills
Java, Database, Web Development, C++, JavaScript, C, ASP.NET, Python, Microsoft SQL Server, Databases
Education
Purdue University 2009 — 2011
Master, Computer Engineering
Beijing Institute of Technology 2005 — 2009
Bachelor, Software Engineering
J.P. Morgan July 2013 - Present
Bank of America November 2012 - April 2013
SunGard May 2011 - November 2012
Sarsi LLC January 2011 - March 2011
SHANGYU SUNFIT CHEMIAL CO., ltd. June 2008 - June 2009
China Construction Bank July 2007 - September 2007
Skills
R, VBA, Matlab, Risk Management, Market Risk, Credit Risk, Investments, Alternative Investments, Management Consulting, Financial Risk
Education
Purdue University - Krannert School of Management 2009 — 2010
Master, Finance
Beijing Technology and Business University 2004 — 2008
Bachelor, Financial Engineering
USAA August 2014 - Present
USAA October 2005 - August 2014
USAA January 2002 - October 2005
PricewaterhouseCoopers June 1995 - January 2002
Bank of America September 1992 - January 1994
Skills
Executive Management, Profit & Loss..., Portfolio Management, Product Development, Product Management, Strategy Development, Product Delivery, Change Leadership, Liquidity Management, Thought Leadership, Technology Integration, Leadership Development, Cross-functional Team..., Operational Risk..., Complex Project..., Risk Management, Change Management, Strategy, Banking, Program Management, Business Process..., PeopleSoft, Business Strategy, Leadership, Call Centers, IT Strategy, Credit Cards, Analytics, Management, Retail Banking, CRM, Business Analysis, SDLC, Process Improvement, Business Process, Finance, Vendor Management, Financial Services, Project Portfolio..., Business Intelligence, PMO, Internet Banking, Business Transformation, Integration
Education
Baylor University - Hankamer School of Business 1994 — 1995
MBA, Information Systems
Southwestern University 1988 — 1992
B. A., General Business
Bank of America March 2008 - Present
Bank of America September 2004 - March 2008
Bank of America February 1999 - September 2004
Bank of America April 1998 - February 1999
Bank of America January 1995 - April 1998
Bank of America January 1991 - January 1995
Skills
Capital Markets, Fixed Income, Middle Office, Settlement, FINRA, Bloomberg, Spreadsheets, Strategic Planning, Microsoft Excel, Budget Forecasts, Superior Work Ethic, Trading, Treasury Management, Bonds, Structured Finance, Structured Products, Derivatives, Risk Management, Banking, Management
Education
Baylor University - Hankamer School of Business 1987 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Bethel University 1985 — 1987
Electrical Engineering
JPMorgan Chase & Co. May 2015 - Present
Bank of America June 2014 - May 2015
Kinetix Trading Solutions June 2013 - May 2014
Interactive Data October 2010 - May 2013
Bloomberg July 1998 - October 2010
Skills
Unix, Software Development, SQL, Perl, XML, Object Oriented Design, Linux, Trading Systems, Project Management, Market Data, JavaScript, C, Team Leadership, Non-profit Leadership, Java, Relational Databases, J2EE Application..., Teaching, Oracle, Telecommunications, Shell Scripting, Derivatives, Python, Fixed Income, Database Design, CVS, Agile Methodologies, Distributed Systems, C, Equities, Multithreading, Bloomberg, Spring Framework, Software Project..., SDLC, Databases, Financial Services
Education
Tsinghua University
Bachelor, Computer Science
New Jersey Institute of Technology
Ph.D., Computer Science
Beijing University of Post and Telecommunications
Master, Computer Engineering
Pinot's Palette Brentwood April 2014 - Present
Richter10.2 Media Group November 2013 - Present
IQPC Exchange June 2013 - November 2013
Richter10.2 Media Group July 2010 - May 2013
MarineMax April 2006 - June 2010
Integrity Mortgage 2003 - 2005
Bank of America 2001 - 2003
Skills
Sales Management, Sales, New Business Development, Sales Process, Public Relations, Mobile Devices, Time Management, Strategic Partnerships, Lead Generation, Account Management, Marketing Strategy, Business Development, Marketing, Online Advertising, Start-ups, Social Media Marketing, Email Marketing, Online Marketing, Digital Marketing, Advertising, Customer Service, Strategy, Salesforce.com, Finance, Product Marketing, Cold Calling, Direct Sales, Sales Operations, Strategic Planning, Business Strategy, Selling, Negotiation
Education
Bellarmine University 2003 — 2005
M.B.A.
University of Kentucky 1998 — 2001
B.B.A., Finance
King's College London 2000 — 2000
International Business
Lone Oak High School 1992 — 1996
Taste Analytics January 2013 - Present
UNC Charlotte August 2013 - Present
UNC Charlotte August 2012 - May 2015
UNC Charlotte June 2010 - August 2012
PARC August 2009 - November 2011
Bank of America September 2010 - May 2011
UNC Charlotte August 2006 - March 2011
UNC Charlotte May 2008 - December 2010
PARC May 2009 - August 2009
Microsoft January 2008 - April 2008
Skills
Computer Science, Research, User Interface Design, Analysis, Data Mining, Machine Learning, Human-computer..., Data Analysis, Statistics, Hadoop, Analytics, User Experience, Human Computer..., Data Visualization, Big Data, Natural Language..., Python, LaTeX, C, Java, Project Management, SQL, C, Text Mining, Information..., Visual Analytics, OpenGL, MapReduce, Linux, Databases, MySQL, User Interface, Management, Eclipse, Simulations, Computer Vision, Artificial Intelligence, Algorithms, Strategy
Education
UNC Charlotte 2006 — 2011
Ph.D., Computer Science
Beijing University of Post and Telecommunications 2002 — 2006
B.Sc. in Engineering, Electronic Engineering
Bank of America August 2012 - Present
Merrill Lynch January 2012 - May 2012
Bank of China July 2011 - August 2011
Skills
Financial Modeling, Portfolio Management, SAS, Financial Risk, Fixed Income, Financial Analysis, Microsoft Excel, SQL, Risk Management, Financial Reporting, Data Management, MS Excel Pivot Tables, Finance, Monte Carlo Simulation
Education
Columbia University in the City of New York 2010 — 2012
Master's Degree, Operations Research
Beihang University 2006 — 2010
Bachelor's Degree, Finance, General
Bank of America October 2012 - Present
Bank of America June 2010 - November 2012
JPMorgan Chase November 2006 - January 2010
Starbucks Coffee Company 2004 - 2007
Bridgeview bank 2004 - 2005
Skills
Banking, Investments, Customer Service, Coaching, Management, Leadership, Russian, Commercial Banking, Cross Selling, Sales, Retail Banking, Performance Management, Leadership Development, Small Business Lending, Credit, Loans
Education
University of Illinois at Chicago 2006 — 2010
Finance
Belaruski Dzjaržauny Ekanamièny Universitet 2001 — 2003
Bachelor of Science (BS), Development Economics and International Development
InFiniTos Studios January 2015 - Present
YouTube August 2011 - Present
Bank of America March 2014 - August 2014
Target September 2008 - March 2010
Walmart February 2007 - August 2008
FedEx October 2006 - February 2007
McDonald's Corporation July 2004 - August 2006
Skills
Game Design, Level Design, Video Games, 3D Modeling, Game Maker, Unity, Adobe Premiere, Premiere, HTML, CSS, UDK, Photoshop, Illustrator, Microsoft Word, Video Production, Videography, Cinematography, Music, Web Design, Proficient Typing Skills, Science Fiction, Creative Writing, Public Speaking, World Building, Maya, Customer Service, Adobe Creative Suite, Game Development, Microsoft Office
Education
Becker College 2010 — 2013
Bachelor of Arts (B.A.), Game and Interactive Media Design, GPA: 3.82
Quinebaug Valley Community College 2003 — 2006
Associate's degree, General Studies, GPA: 3.64
Sun Life Financial August 2015 - Present
Sun Life Financial July 2012 - August 2015
Sovereign Bank July 2011 - July 2012
Graystone Solutions, Inc. March 2009 - July 2011
Bank of America June 2006 - December 2008
Skills
Excel, Microsoft Office, Accounting, Customer Relations, PowerPoint, Access, Multilingual, Multitasker, Reliability, Fiserv, Loans, Microsoft Excel, Customer Service, Account Management, Leadership, Stop Loss, Insurance, Mortgage Servicing, Customer Retention, Renewals, New Business Development, Portfolio Management
Education
Becker College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bank of America June 2014 - Present
TEKsystems March 2014 - June 2014
B & D Law Firm September 2013 - November 2013
Core Technology Co., Ltd September 2013 - November 2013
Southern Methodist University August 2011 - May 2013
Southern Methodist University August 2009 - May 2011
Skills
Political Science, Public Speaking, Microsoft Office, Analysis, Economics, History, Foreign Policy Analysis, Mandarin, Writing, Policy Analysis, Microsoft Excel, PowerPoint, Research, Blogging, Data Analysis, International Law, Market Research, Chinese politics, Business Analysis, Microsoft Word, Chinese Foreign Policy, Mac, Report Writing, Strategic Planning, Digital Marketing, PC, Legal Research, International Relations..., Data Modeling, Conceptual Modeling, Social Media, Networking, Windows, Editing, Oracle Identity Manager, Midrange, Mainframe, Active Directory, Unix, Leadership
Education
Southern Methodist University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, and International Studies
Beijing Normal University 2011 — 2011
Language Program Certificate, Chinese Language Immersion
La Porte High School 2005 — 2009
High School Diploma
MBTA January 2011 - Present
Signature Consultants December 2009 - July 2010
Bank of America March 2004 - March 2009
FleetBoston Financial March 2001 - March 2004
Cardinal Health January 2000 - February 2001
NetDox Inc. October 1998 - June 1999
Eve J. Alfillé Gallery & Studio November 1995 - October 1998
Skills
Project Management, Data Modeling, SDLC, Visio, Business Analysis, Databases, Process Improvement, Architecture, SQL, Requirements Analysis, Crystal Reports, Software Documentation, Team Leadership, Data Analysis, SharePoint, Software Development, Project Planning, MS Project, Enterprise Software, Software Project..., E-commerce, Microsoft SQL Server, Vendor Management, Architectures
Education
DePaul University 1997 — 2000
MS, Information Systems
University of Illinois at Chicago 1996 — 1997
BS, Mathematical Computer Science
Belaruski Nacyjanal'ny Tehnièny Universitet 1990 — 1995
BS, Architecture
A Better Chance August 2010 - Present
INROADS July 2009 - Present
Maurice J. Tobin School K-8 August 2012 - June 2013
U.S. Department of Commerce October 2008 - July 2009
Bank of America January 2005 - July 2008
Enterprise Rent-A-Car June 2001 - January 2005
Skills
Community Outreach, Non-profits, Public Speaking, Student Affairs, Teaching, Public Relations, Recruiting, Event Planning, Management, Fundraising, PowerPoint, Microsoft Office, Leadership Development, Community Service, Microsoft Excel, Program Development, Customer Service, Social Media, Team Building, Microsoft Word, Coordination, Career Development, Diversity Training, Event Management, Team Leadership, College Recruiting, Human Resources, Employee Training, Higher Education, Leadership, Nonprofits, Resume Writing, Training
Education
Becker College 1999 — 2001
Bachelor's, Business Admin. (Marketing)
AISD 2005 - Present
Martin High School September 2011 - May 2012
AISD 2005 - 2012
Bank of America 1977 - 1997
Skills
Lesson Planning, Curriculum Development, Curriculum Design, Teacher Training, Classroom Management, Classroom, Tutoring, Teaching, Differentiated..., Educational Technology, Educational Leadership
Education
Baylor University - Hankamer School of Business 1974 — 1977
BBA, Business Education
Bank of China July 2012 - Present
Monterey Institute of International Studies April 2011 - May 2012
United Nations Headquarters,NYC January 2012 - February 2012
Beijing Language and Culture University July 2008 - July 2010
Bank of America September 2008 - March 2010
McKinsey & Company May 2009 - December 2009
Federation of Canadian Municipalities September 2006 - August 2009
Ministry of Commerce, P.R.C. July 2007 - August 2007
Qingdao Olympic News Center August 2006 - August 2006
Qingdao TV and Radio Station February 2006 - June 2006
Skills
Languages, Language Teaching, Translation, Conference Interpreting, Simultaneous..., Program Management, Piano, computer assisted..., Public Speaking, Radio Host, Terminology, Project Management, English, Computers, Mandarin, Proofreading, Chinese, Linguistics, Editing, Wordfast, Technical Translation, International Relations, Trados, Localization, Foreign Languages, Language Services
Education
Harvard Business School 2015 — 2015
Certificate - Credential of Readiness
Monterey Institute of International Studies 2010 — 2012
MA
Beijing Foreign Studies University 2006 — 2008
MA
Qingdao University 2002 — 2006
Bachelor of Arts (B.A.)
Austin Logistics February 2006 - Present
Starbucks Coffee Company December 2002 - February 2006
S1 November 1999 - June 2002
Bank of America May 1983 - November 1999
Education
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Finance
Clear Creek High School 1973 — 1977
College Prep
Bank of America October 2012 - Present
Skills
Loss Mitigation, Mortgage Servicing, Residential Mortgages, Litigation, Civil Litigation, Family Law, Legal Research, Courts, Research, Management, Corporate Law, Legal Writing, Trials, Bankruptcy, Commercial Litigation
Education
Southern Methodist University Dedman School of Law 2005 — 2009
Juris Doctorate
Baylor University - Hankamer School of Business 2001 — 2005
B.B.A.
Frost Bank March 2000 - Present
Bank of America September 1994 - March 2000
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Banking, Small Business Lending, Portfolio Management, Underwriting, Credit Risk, Financial Analysis, Asset Based Lending, Treasury Management, Mortgage Lending, Risk Management, Lines Of Credit, Consumer Lending, Financial Risk, Investments, Commercial Mortgages
Education
Baylor University - Hankamer School of Business 1990 — 1994
Bachelor of Business Administration (BBA), Finance, General
Noble Systems Corp February 2006 - Present
S1 Corporation 1999 - 2002
Bank of America 1981 - 1999
Skills
Predictive Analytics, IVR, Call Centers, Analytics, SDLC, Enterprise Software, SaaS, Project Management, Business Process..., Vendor Management, CRM, Business Intelligence, Professional Services, Program Management, Pre-sales, Product Management, Business Analysis, Management
Education
Baylor University - Hankamer School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Pacific Coast Bankers' Bank February 2008 - Present
Kensington Investment Group 2002 - 2008
Financial Oxygen 2000 - 2002
BISYS Fund Services 1998 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Bank of America 1997 - 1999
Skills
Banking, Relationship Management
Education
Belhaven University 1989 — 1991
BS, Business
John F. Kennedy University
Masters, Professional Coaching
theCityShouldBeDifferent.com August 2010 - Present
Paul Pettefer Planning and Consulting August 2007 - Present
Laundry World, LLC January 2004 - Present
Trinity Church July 2008 - August 2010
MidSouth Bank 1999 - 2007
Bank of America August 1992 - December 1999
Skills
Idea, Idea Generation, Relationship Building, Financial Planning ..., Marketing, Inter-personal, Non-profits, Finance, Business Advisory, Strategic Planning, Public Speaking, Fundraising, Entrepreneurship, Leadership Development, Leadership, Small Business, Volunteer Management, Social Media, Team Building, Customer Service, Community Outreach, Nonprofits, Advertising, Teaching, Missions, Social Networking, Budgets, Public Relations, Social Media Marketing, Event Management, Management, Start-ups, Marketing Strategy, Event Planning, Sales, Organizational..., Team Leadership, Project Planning, Strategy, Recruiting, New Business Development, Marketing Communications, Sales Management, Business Planning, Business Development, Email Marketing, Direct Sales, Management Consulting, Project Management, Online Marketing
Education
Baylor University - Hankamer School of Business 2001 — 2002
MBA, Finance
McNeese State University 1987 — 2001
Bachelor of Science, Management
Bank of America
Skills
Mortgage Banking, Risk Management, Mortgage Lending, Loan Origination, Credit, Credit Analysis, FHA, Banking, Refinance, Residential Mortgages, Loans, Mortgage Underwriting, Credit Risk, Underwriting, Financial Services, Mortgage Servicing, Consumer Lending, Loss Mitigation
Education
Baylor University - Hankamer School of Business
Office of the Comptroller of the Currency 2008 - Present
Washington Mutual 2004 - 2008
Bank of America 1992 - 2004
Boatmens 1992 - 1998
Team Bank - Dallas, TX 1989 - 1992
First Interstate Bank 1986 - 1989
1st Consolidated Bancshares 1984 - 1986
Skills
Credit Review, Credit Administration, Due Diligence, Credit Risk, Portfolio Management, Credit, Risk Analytics, Risk Management, Basel II, Underwriting, Credit Analysis, Risk, Commercial Credit, Commercial Lending, Enterprise Risk..., Banking, Commercial Banking, Risk Analysis, Analysis, Financial Risk, Operational Risk..., Loans, Financial Analysis, Operational Risk, Financial Institutions, Capital Markets, Consumer Lending, Market Risk, Small Business Lending, Financial Structuring, Treasury Management, Structured Finance, Asset Based Lending
Education
Baylor University - Hankamer School of Business 1977 — 1982
BBA
KCG Holdings, Inc. January 2014 - Present
ACTIV Financial Systems, Inc. February 2007 - January 2014
Bank of America May 2006 - February 2007
Chicago Stock Exchange May 1999 - May 2006
Lucent Technologies June 1998 - May 1999
McKesson May 1997 - June 1998
Comdisco May 1996 - May 1997
Andersen Consulting October 1994 - May 1996
Skills
Trading Systems, C#, SQL, Objective-C, Java, JavaScript, Software Development
Education
Belarusian State University 1989 — 1994
BS, Applied Mathematics
60
Caliber Home Loans August 2011 - Present
Bank of America June 2009 - February 2011
Bank of America November 2008 - June 2009
Countrywide January 2007 - November 2008
Countrywide Home Loans November 2001 - January 2007
Citifinancial/FKA The Associates May 1993 - November 2001
CitiFinancial Mortgage 1998 - 2000
Retail January 1997 - January 1998
Retail January 1995 - January 1997
The Associates January 1994 - January 1995
Skills
Mortgage Lending, Underwriting, Banking, Credit Risk, Loss Mitigation, Credit, Loans, Credit Analysis
Education
Baylor University - Hankamer School of Business 1986 — 1990
BBA, Finance/Economics
TD August 2015 - Present
TD Bank Group March 2010 - Present
Bank of America 2000 - 2008
Skills
Management, Customer Service, Relationship Management, Retail Banking, Sales, Branch Banking, Commercial Banking, Banking, Investments, Leadership, Credit, Loans, Consumer Lending, Cross Selling, Portfolio Management, Finance
Education
Becker College
Business
NHTI, Concord's Community College
Business
JP Morgan Chase July 2010 - Present
PBL Capital October 2006 - May 2010
Texas Capital Bank November 2000 - September 2006
Ennis Industries Group, L.P. September 1999 - October 2000
Bank of America August 1992 - August 1999
Skills
Financial Analysis, Credit, Loans, Underwriting, Finance, Hedge Funds, Real Estate, Middle Market, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Asset Based Lending, Loan Origination, Banking, Managerial Finance, Mortgage Lending, Credit Risk, Risk Management, Financial Risk, Syndications
Education
Baylor University - Hankamer School of Business 1997 — 1999
MBA, Finance
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Economics, Real Estate
Bank of America 2005 - Present
Washington Mutual Bank 1998 - 2005
Skills
Risk Management, Portfolio Management, Credit, Credit Risk, SAS, Statistics, Financial Modeling, Banking, Analytics
Education
Beijing University of Technology
Bowling Green State University
PHD, Statistics
Bank of America August 2003 - Present
Belo October 1997 - August 2003
Skills
Financial Analysis, Banking, Alternative Investments, Commercial Lending, Financial Modeling, Credit Analysis, Finance
Education
Baylor University - Hankamer School of Business 1995 — 1996
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1991 — 1995
BS, Finance
Freescale Semiconductor August 2013 - Present
Freescale Semiconductor September 2007 - August 2013
Freescale Semiconductor May 2004 - August 2007
Motorola February 1994 - April 2004
Bank of America August 1992 - January 1994
State of Texas Department of Banking June 1989 - August 1991
Skills
Forecasting, Sarbanes-Oxley Act, Financial Reporting, Hyperion Enterprise, Financial Analysis, Revenue Recognition, Internal Controls, Cost Accounting, Financial Modeling, Cross-functional Team..., Mergers & Acquisitions, Hyperion, SAP, Process Improvement, Essbase, Variance Analysis, Finance
Education
Baylor University - Hankamer School of Business 1991 — 1992
MBA, Master of Business Administration
Texas State University 1984 — 1989
Bachelor's of Business Administration, Finance, General
Credit Suisse November 2014 - Present
Baruch College June 2013 - Present
The Depository Trust & Clearing Corporation June 2014 - August 2014
CME Group October 2013 - March 2014
Bank of America June 2011 - May 2013
Asahi Kasei Corporation Information Technology Laboratory March 2009 - April 2010
Asahi KASEI Corporation March 2007 - March 2009
IBM CHINA DEVELOPMENT LAB September 2006 - March 2007
Beijing Web-Wireless Tech Co., Ltd July 2006 - September 2006
BEIJING SWIFTON RESEARCH CENTER CO., LTD December 2005 - January 2006
Skills
Python, Java, Perl, C++, Software Development, Algorithms, Research, Testing, Databases, Machine Learning, VBA, Analysis, C, Eclipse, Programming, Risk Management, Financial Modeling, Model Review, Time Series Analysis, Regression Models, R
Education
City University of New York-Baruch College 2013 — 2015
MS, Financial Engineering
Baruch MFE 2013 — 2014
Master's degree, Financial Engineering
Beijing University of Post and Telecommunications 2005 — 2008
Master, Communication and Information System
Beijing University of Post and Telecommunications 2001 — 2005
Bacholar, Telecom Engineering
Bank of America January 2009 - Present
Bank of America May 2005 - January 2009
First Tennessee Bank March 1994 - May 2005
Seessel's Supermarket 1989 - 1995
Skills
Wealth Management, Banking, Mortgage Lending, Loans, Credit, Financial Services, Investments, Portfolio Management, Cash Management, Insurance, Finance
Education
Belhaven University 2004 — 2006
BBA, Business Administration
The University of Memphis 1985 — 1989
University of Tennessee-Knoxville 1985 — 1987
Bank of America October 2013 - Present
Bank of America April 2011 - October 2013
David Wald CPA 2009 - April 2011
American Heart Association July 2002 - April 2009
Resource Spectrum, Inc. February 2000 - July 2002
Forest Financial Resources, Inc. January 1995 - January 2000
Baylor Healthcare System June 1996 - August 1998
Dun & Bradstreet Software / McCormack & Dodge June 1986 - November 1994
Skills
Financial Systems..., Training Course..., Full Cycle Accounting, General Ledger..., Detailed Analysis, ERP, JD Edwards, Lawson, Solomon, Internal Reporting, Report Writing, Consolidation, Microsoft Dynamics SL, Accounting, Training, Program Management, Leadership, Analysis
Education
Baylor University - Hankamer School of Business
BBA, Management & Accounting
Bank of America February 2014 - Present
Bank of America November 2012 - Present
Bank of America August 2010 - November 2012
BBVA Compass September 2005 - August 2010
Texas State Bank August 2007 - January 2008
Texas State Bank June 2006 - August 2007
Texas State Bank September 2005 - May 2006
Skills
Treasury Management, Treasury Services, Cash Management, Commercial Banking, Banking, Commercial Lending, Portfolio Management, Credit, Credit Analysis, Financial Analysis, Loans, Small Business Lending, ACH, Internet Banking
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Finance
Akins Title Research, LLC March 2013 - Present
Admiral Title, LLC 2013 - 2015
Admiral Title, LLC 2013 - 2015
CNA Insurance May 2012 - February 2013
The Hartford August 2009 - May 2012
The Hartford March 2008 - August 2009
Fiserv 2002 - 2008
Bank of America 2002 - 2004
Skills
Insurance, Underwriting, Technology Errors &..., Relationship Marketing, Network Security..., Privacy Injury Liability, Media Liability, Commercial Insurance, Liability, Errors & Omissions, Workers Compensation, Legal Liability, Title Insurance, Titles, Title Searches, Title Opinions, Title Clearing, Real Estate, Real Estate Transactions, Commercial Real Estate, Corporate Real Estate, Real Estate Financing, Real Estate Investor, Commercial Lines, General Insurance, Professional Liability, Liability Analysis, Property & Casualty..., Casualty Insurance, Risk Management, Umbrella Insurance
Education
Baylor University - Hankamer School of Business 1999 — 2001
BBA, Management and Finance
SEI Investments July 2002 - July 2009
PFPC September 1999 - July 2002
Bank of Texas February 1998 - September 1999
Bank of America July 1996 - February 1998
Mercer June 1995 - June 1996
Skills
Mutual Funds, 401k, ERISA, Client Service Oriented, Account Management, Investments, Retirement, Asset Allocation, Alternative Investments, Securities, Investment Strategies, Series 63, Investment Management, Series 7, Financial Services
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Financial Services and Planning and Qualified Business Analytics
Bank of America February 2008 - Present
Bank of America 2008 - Present
Bank of America 2008 - 2009
Education
Baylor University - Hankamer School of Business 1999 — 2002
BBA, Financial Services and Planning
Bank of America July 2011 - Present
Bank of America March 2010 - June 2011
JC Penney March 2007 - February 2009
MBNA January 2005 - August 2006
Sprint January 2001 - August 2004
Skills
SDLC, Business Analysis, User Acceptance Testing, Test Management, Quality Assurance, System Testing, Project Management, Testing, Management, Software Project..., Requirements Analysis, Agile Methodologies
Education
Baylor University - Hankamer School of Business 1999 — 2000
Masters, Management Information Systems
Texas A&M University 1994 — 1998
BA, International Business
Arvato Bertelsmann November 2014 - Present
Arvato Bertelsmann January 2014 - October 2014
Bank of America July 2013 - January 2014
M&T Bank January 2010 - October 2012
Jade Poetry Studio Inc. October 2009 - June 2011
Greatbatch, Inc. March 2004 - January 2010
Eastman Kodak Company September 2002 - February 2004
ViPS October 2001 - September 2002
Skills
SDLC, Testing, Quality Assurance, Process Improvement, Requirements Analysis, Agile Methodologies
Education
State University of New York at Buffalo - School of Management 2006 — 2008
MBA, Business Administration
The University of Texas at Dallas 2000 — 2001
Master of Science, Computer Science
Beijing University of Technology 1990 — 1996
Master of Science, Biomedical Engineering
Beijing University of Technology 1990 — 1996
Bachelor, Applied Physics
WingFinance January 2002 - Present
Bank of America January 2002 - June 2003
Bank of America October 1997 - December 2001
Bank of America January 1994 - January 1997
Education
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Finance
TIAA-CREF June 2009 - Present
Bank of America September 2006 - March 2009
Wachovia, A Wells Fargo Company November 2000 - September 2006
BB&T CORPORATION – One Valley Bank March 1999 - November 2000
Wachovia, A Wells Fargo Company August 1995 - March 1998
Black & Decker April 1984 - August 1995
GE September 1972 - April 1984
Skills
Forecasting, Activity Based Costing, Cross-functional Team..., Finance, Process Improvement, Strategic Financial...
Education
Baylor University - Hankamer School of Business 1971 — 1972
MBA, Accounting
West Virginia Wesleyan College 1967 — 1971
BS, Accounting
Bank of America June 2013 - Present
Capco February 2012 - May 2013
JPMorgan Chase February 2012 - May 2013
Bank of America Merrill Lynch July 2010 - December 2011
Lenovo June 2009 - August 2009
Microsoft October 2007 - April 2008
IBM Global Services July 2007 - September 2007
Microsoft September 2006 - April 2007
Education
Duke University 2008 — 2010
Master of Science
Beijing University of Post and Telecommunications 2004 — 2008
Bachelor of Engineering
Bank of America May 2014 - November 2014
Citi October 2013 - May 2014
Goldman Sachs February 2013 - October 2013
Bank of America June 2011 - December 2012
Fitch Ratings March 2010 - May 2011
AutoOne Insurance April 2004 - January 2010
ABN AMRO Bank N.V. June 2005 - March 2006
Skills
Core Java, Multithreading, Collections, Data Structures, Algorithms, J2EE, J2EE Web Services(SOAP,..., TIBCO EMS, AMPS, WebSphere MQ, JMS, Portlets, Java Servlet, JSP, XML(DOM, SAX, XSL, DTD,..., EJB, JDBC, RMI, JNDI, SDLC, Software Development, Requirements Analysis, UML, Linux, JavaScript, Spring Framework, Hibernate, iBatis, Struts, Python, Quartz, Oracle, Sybase, SQL, PL/SQL, Agile, WebSphere, WebLogic, Tomcat, Ehcache, Oracle Coherence, ANT, Maven, Credit Risk
Education
University of Auckland 1996 — 1999
Bachelor of Science (BSc), Computer Science, A
Tianjin University 1989 — 1992
Master's degree, Measurement & Control TECHNOLOGY (Precision instrumentation)
Beijing Institute of Technology 1983 — 1987
Bachelor's degree, Mechatronics, Robotics, and Automation Engineering, A
Stumpf Capital Management LLC December 2014 - Present
J.P. Morgan June 2014 - December 2014
Bank of America June 2013 - September 2013
JPMorgan Chase September 2012 - June 2013
JPMorgan Chase March 2009 - September 2012
Bank of the West July 2007 - March 2009
Greater Bay Bank July 2006 - June 2007
Frost Bank January 2004 - June 2006
Wells Fargo Financial June 2002 - December 2003
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit, Business Development, Financial Services, Strategic Financial..., Equities, Investments, Financial Modeling, Asset Management, Financial Analysis, Credit Analysis, Underwriting, Lines Of Credit, Mortgage Lending, Loan Origination, Finance, Asset Based Lending, Series 7
Education
Leadership San Francisco 2007 — 2008
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance
Bank of America DirectorCIBC World MarketsApril 2003 - February 2009
JPMorgan Chase December 1997 - November 2002
Skills
Banking
Education
academy of science 1984 — 1987
Beijing University of Posts and Telecommunications 1980 — 1984
United Bank February 2015 - Present
First Niagara Bank September 2011 - February 2015
Bank of America September 2009 - August 2011
Citizens Bank 2008 - 2009
Sovereign Bank 2006 - 2008
Skills
Consumer Lending, Small Business Lending, Loans, Commercial Banking, Commercial Lending, Banking, Credit, Retail Banking, Mortgage Lending, Credit Analysis, Branch Management, Loan Origination, Lines Of Credit, Mortgage Banking, Cross Selling, Underwriting, Credit Risk, Portfolio Management, Deposits, Risk Management, Credit Cards, Home Equity Loans, Home Equity Lines of..., Cash Management, Finance, Relationship Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2008
MBA, Financial Planning/Finance
Becker College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management
Bank of America February 2015 - Present
TransUnion January 2014 - February 2015
TransUnion March 2013 - December 2013
Skills
Quantitative Analysis, Statistical Modeling, Data Mining, Data Analysis, SAS, SQL, R, Credit Risk, Risk Analysis, Market Analysis, Experimental Design, Statistics, Strategy, Analytics
Education
The University of Texas at Austin 2008 — 2013
Doctor of Philosophy (PhD), Public Policy Analysis
The University of Texas at Austin 2011 — 2012
Master's degree, Statistics
Tsinghua University 2006 — 2008
Master's degree, Public Management
Beijing Forestry University 2002 — 2006
Bachelor's degree, Economics (Finance)
Bank of America Investor Relations AnalystFleet Bank1997 - 2004
Shawmut Bank 1985 - 1990
Education
University of Notre Dame - Mendoza College of Business 1983 — 1984
MBA
Baylor University - Hankamer School of Business 1977 — 1981
BBA
Bank of America September 2010 - Present
Barclaycard June 2007 - August 2010
Skills
SAS, SAS programming, Statistical Modeling, Credit Risk, Analytics, Data Analysis
Education
Rensselaer Polytechnic Institute 2003 — 2007
PhD, Mathematics
Worcester Polytechnic Institute 2001 — 2003
Master, Applied Math
Beijing University of Chemical Technology 1998 — 2001
Rainier Capital Management August 2014 - Present
Capital One August 2010 - July 2014
Sovereign Bank (Dallas HQ) September 2006 - August 2010
Bank of America 2005 - 2006
Skills
Underwriting, Analysis, Credit Analysis, Credit, Portfolio Management, Loans, Financial Risk, Banking, Commercial Lending, Financial Analysis, Commercial Banking, Credit Risk, Risk Management, Financial Modeling, Finance, Small Business Lending, Consumer Lending, Corporate Finance, Treasury Management
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
CFA Candidate
CFA (Chartered Financial Analyst) Exams
Wycliffe Global Alliance September 2010 - Present
Wycliffe Bible Translators September 2005 - August 2010
Bank of America 1994 - 2004
Education
Baylor University - Hankamer School of Business 1978 — 1980
BBA, Accounting
Houghton College 1976 — 1978
Business
BBVA Compass April 2006 - Present
Comerica Bank January 1998 - March 2006
Frost Bank January 1996 - December 1997
Bank of America January 1982 - December 1995
Skills
Commercial Banking, Credit Administration, Private Banking, Risk Management, Retail Banking, SBA, Investment Banking, Healthcare, Middle Market, Wealth Management, Mortgage Lending, Financial Analysis, Credit, Financial Risk, Credit Analysis, Banking, Commercial Lending, Small Business Lending, Loans, Credit Risk, Portfolio Management
Education
Baylor University - Hankamer School of Business 1980 — 1981
MBA, Accounting and Finance
Brigham Young University 1974 — 1978
Bachelor of Science (B.S.), Business Administration and Management, General
The University of Texas at Austin - The Red McCombs School of Business
BBVA Executive Banking School, Banking and Financial Support Services
Wells Fargo & Company April 2013 - Present
Bank of America February 2012 - March 2013
Bank of America September 2009 - January 2012
Bank of America July 2008 - September 2009
Bank of America June 2005 - July 2008
Keane, Inc. June 2004 - June 2005
Resulte Universal November 2003 - March 2004
Flifo Technologies November 2001 - November 2003
Delta Air Lines March 1990 - November 2001
Skills
Business Process..., Business Transformation, Six Sigma Blackbelt..., Business Analysis, Consulting, Project Management, Airline Management, Banking, Mortgage Lending, Team Leadership, Cross-functional Team..., PMO, Six Sigma, Leadership, CRM, Risk Management, Program Management, SDLC
Education
The University of Texas at Dallas 1991 — 1993
Master of Arts (MA), International Management
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Finance and Ecomomics
Bank of America 2007 - 2012
Education
Becker College 2004 — 2007
Bachelor of Science (BS), Legal Studies, General
Bank of America October 2010 - March 2012
Bank of America August 2007 - October 2010
Bank of America January 2005 - July 2007
MBNA August 2001 - December 2004
Skills
Financial Analysis, Strategic Financial..., Essbase, Credit Cards, Project Management, Financial Modeling, Data Mining, SQL, Microsoft Excel, Access, Data Analysis, P&L Forecasting, Tableau, Analytics, Analysis, Forecasting, Strategy, Finance
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 1999 — 2001
Master of Business Administration (MBA)
Beijing Foreign Studies University 1996 — 1999
Master of Arts (M.A.)
Beijing Foreign Studies University 1992 — 1996
Bachelor of Arts (B.A.)
Highlands Residential Mortgage January 2011 - Present
Bank of America 2008 - 2011
Skills
Financial Analysis, Strategic Financial..., Financial Accounting, Cash Flow Forecasting, Financial Modeling, Financial Reporting, Liasoning, Loans, Mortgage Lending, Residential Mortgages, Mortgage Banking, Refinance
Education
Baylor University - Hankamer School of Business 2005 — 2007
Master of Business Administration (MBA), Business Administration, Management and Operations
Bank of America February 2013 - Present
Bank of America April 2012 - February 2013
Bank of America January 2012 - April 2012
Bank of America October 2011 - January 2012
Bank of America February 2011 - September 2011
Eastern Maine Medical Center November 2008 - July 2011
Bank of America May 2005 - February 2011
Bank of America September 2003 - May 2005
Skills
Credit, Loans, Credit Analysis, Credit Risk, Banking, Mortgage Lending, Commercial Banking, Financial Analysis, Risk Management, Portfolio Management, Retail Banking, Financial Risk, Consumer Lending, Mortgage Banking, Finance, Fixed Income, Training, Employee Training, Microsoft Office, Microsoft Word
Education
Southern Maine Community College 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Radiologic Technology/Science - Radiographer
Beal College
Medical Transcription/Transcriptionist
Bank of America Financial SpecialistBank of AmericaAugust 2008 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Notary Public, Host Terminal, Finance, Loans, Cross Selling, Leadership, Management
Education
Becker College 2004 — 2008
Bachelor's degree, Business Administration and Management, General