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
University of Utah - Employment January 2010 - Present
Bank of America May 1999 - May 2003
Skills
Mass Communication, Banking, Spanish-English, Methodology, Spreadsheets, Finance, Microsoft Office, Customer Service, Research, Microsoft Word, PowerPoint, Public Speaking, Bookkeeping, Analysis, Sales
Education
University of Utah 2011 — 2012
MA in Spanish - In progress, Spanish Language Teacher Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Accounting Principals May 2014 - Present
Bank of America May 2013 - May 2014
Bank of America April 2011 - May 2013
Kforce Inc. - Contractor for Bank of America August 2010 - April 2011
Calleguas Municipal Water District January 2010 - April 2010
ACORN Housing September 2007 - September 2009
UC Berkeley October 2005 - March 2007
Calleguas Municipal Water District June 2004 - July 2005
Skills
PowerPoint, Fundraising, Customer Service, Management, Loan Modifications, Foreclosures, CRM, Microsoft Excel, Team Leadership, Program Management, Nonprofits, Business Development, Team Building, Banking, Public Speaking, Research, Leadership, Event Planning, Microsoft Office
Education
University of California, Berkeley 2005 — 2007
B.A., Environmental Economics
Bank of America August 2013 - September 2014
World Affairs Council of Northern California September 2013 - March 2014
Skills
International Relations, Public Speaking, Political Science, French, Foreign Policy, Foreign Languages
Education
University of California, Berkeley 2015 — 2017
Bachelor’s Degree, Political Science and Government
De Anza College 2012 — 2014
Political Science
French School of Tehran 1998 — 2011
French Scientific Baccalaureate , Science of Human Biology and Earth
International School of Curitiba ISC 2001 — 2002
Preferred Bank March 2013 - Present
East West Bank October 2006 - March 2013
Cal National Bank 2003 - 2006
US Bank 2001 - 2003
Tokai Bank of California 1994 - 2001
Profiles in History 1992 - 1994
Union Bank of California 1988 - 1992
Bank of America 1985 - 1988
Skills
Commercial Lending, Asset Based Lending, Small Business Lending, Credit, Commercial Banking, Loans, Underwriting, Commercial Mortgages, Lines Of Credit, Credit Analysis, Portfolio Management, Banking, Middle Market, Mortgage Lending, Loan Origination, Cash Management, Construction Loans, Treasury Management, Real Estate Financing, Cash Flow Lending, Asset Management, Commercial Real Estate, Risk Management
Education
University of Southern California - Marshall School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
University of California, Los Angeles 1981 — 1985
BA, History
University of California, Berkeley 1980 — 1981
Physics
Sutro Biopharma, Inc. February 2015 - Present
CompareNetworks, Inc. July 2006 - February 2015
TeraRecon, Inc. May 2002 - January 2004
Keynote Systems June 1999 - July 2001
SunGard January 1998 - June 1999
Sterling Software Inc July 1996 - January 1998
Bank of America January 1993 - July 1996
KPMG US September 1990 - January 1993
Skills
Start-ups, Revenue Recognition, SEC filings, Financial Reporting, Accounting, Financial Modeling, GAAP, Financial Analysis, Due Diligence, Digital Media, Mergers & Acquisitions, Internal Controls, Strategic Partnerships, Consolidation, Treasury
Education
University of California, Berkeley
Bank of America November 2007 - February 2013
Bank of America April 2004 - November 2007
Bank of America January 2002 - April 2004
World Savings July 1997 - December 1999
Skills
Risk Management, Process Improvement, Project Management, Six Sigma, Cross-functional Team..., Strategic Planning, Outlook, Change Management, Vendor Management, SharePoint, Analysis, CRM, Finance, Management, Testing, Visio, Leadership, Mergers & Acquisitions, Budgets, Program Management, Business Analysis, SDLC, PMO, PMP, MS Project
Education
University of California, Berkeley 1998 — 2001
Applied Mathematics, Emphasis in Economics
Harwood Capital Incorporated March 1990 - Present
Lehman Brothers April 1984 - July 1986
Bank of America April 1979 - July 1981
Skills
Oil, Energy, Gas, Land, Upstream, Natural Gas, Crude Oil, Private Equity, Drilling, Petroleum, Contract Negotiation, Joint Ventures, Negotiation, Finance, Construction, Venture Capital, Due Diligence, Divestitures, Oilfield, Field Development, Management, Oil & Gas Industry, Commodity, Pipelines, Renewable Energy, Energy Industry, Trading, Valuation, Analysis, Reservoir Management, Mergers & Acquisitions, Project Finance, Operations Management, Mergers, Commodity Markets, Completion, Investment Banking, Contract Management, Geology, Real Estate, Engineering, Oil/Gas, Petroleum Engineering, Reservoir Engineering, Financial Modeling, Reserves, Offshore Drilling, Onshore, Risk Management, Procurement
Education
University of California, Berkeley 1970 — 1974
B A, Economics, Math
Rosano Partners Director of Real Estate AcquisitionsWest Coast InvestorsJuly 2005 - December 2008
Manatus Real Estate Group January 2004 - July 2005
Bank of America February 2001 - January 2004
Education
Brooklyn Law School
Law, Real Estate Law
University of California, Berkeley
Business Administration -Haas School of Business, Political Economy, Business
Wells Fargo Bank N.A. July 2000 - Present
Bank of America 1997 - 2000
Union Bank of Switzerland 1996 - 1997
Bank of America 1993 - 1996
Skills
Fixed Income, Derivatives, Portfolio Management, Rates, Bloomberg, Capital Markets, Alternative Investments, Bonds, Credit, Options, Equities, Loans, Series 7, Structured Products, Trading, Banking, Interest Rates, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA
University of California, Berkeley 1984 — 1988
BA
Wells Fargo November 2013 - Present
Paul Capital October 2011 - November 2013
Wells Fargo May 2010 - September 2011
Innovative Bank December 2009 - May 2010
Pacific National Bank May 2006 - November 2009
Citibank January 2004 - May 2006
Bank of America October 1998 - October 2002
Skills
Banking, Consumer Lending, Financial Analysis, Loans, Commercial Lending, Mortgage Lending, Due Diligence, Mortgage Banking, Financial Services, AML
Education
University of California, Berkeley
Five Rings Financial Team AZ August 2012 - Present
CalChoice Investments January 2012 - Present
Bank of America February 2009 - January 2012
Keller Williams Legacy One January 2005 - June 2008
Mare Island Naval Shipyard-DOD 1981 - 1999
US Navy January 1973 - December 1979
Skills
Real Estate, Customer Service, Customer Satisfaction, Sales Management, Mortgage Lending, Foreclosures, Strategic Planning, Credit, Land Banking, Investments, Financial Analysis, Small Business, Loans, Loan Origination, Strategy, Finance, Residential Mortgages, Mortgage Banking, Refinance, Real Estate Financing, Retirement, Reverse Mortgages, Commercial Lending, Commercial Mortgages, Certified Mortgage..., Investment Properties, Real Estate Economics, Investment Strategies, Portfolio Management, FHA financing, Investors
Education
UC Berkeley 1989 — 1993
Behavioral Health & Substance Abuse
Bank of America June 2015 - Present
IntercontinentalExchange, Inc. (ICE) January 2013 - May 2015
SunTrust Bank May 2012 - August 2012
FICO 2009 - 2011
FICO 2007 - 2009
Skills
Predictive Modeling, Statistical Modeling, R, SAS, Monte Carlo Simulation, Risk Modeling, C++, Option Pricing Models, Derivatives, Credit, Fixed Income Derivatives, Fixed Income, SQL, Risk Management
Education
Georgia Institute of Technology 2012 — 2013
Master’s Degree, Quantitative and Computational Finance
University of California, Berkeley
B.A., Physics
Mac Baker Homes Home Lending SpecialistCitibankAugust 2013 - Present
Standard Pacific 2015 - 2015
Standard Pacific 2015 - 2015
Chase March 2013 - August 2013
Bank of America November 2009 - March 2013
Coast Capital Properties April 2000 - October 2009
Coast Capital Lending Corp. April 2000 - October 2009
BC Wire Rope & Rigging 1994 - 1996
Skills
FHA, REO, Real Estate, Mortgage Lending, VA loans, SFR, FNMA, FHLMC, ABR, First Time Home Buyers, Foreclosures, Investment Properties, Short Sales, Mortgage Banking, Loss Mitigation, Investors, Sellers, Residential Homes, Loan Origination, Referrals, Residential Mortgages, Move Up Buyers, Real Estate Financing, Refinance, Single Family Homes, Buyer Representation, Brokerage, USDA, Selling, Real Estate Transactions, HUD, Vacation Homes, Relocation, Real Property, Property, Default, Condos, Property Management, Loans, Luxury, Mortgage Servicing
Education
University of California, Berkeley
UC Irvine April 2015 - Present
UC Irvine / Jet Propulstion Laboratory August 2011 - March 2015
Bank of America 2007 - 2009
Pacific Life 2005 - 2007
Skills
Business Analysis, Software Development, Quality Assurance, Product Development, Testing, Optimization, Matlab, Project Management, Analysis, Data Analysis, Microsoft Excel, Databases, Astrodynamics, Research, SDLC, C, Requirements Analysis, Integration
Education
University of California, Irvine 2010 — 2015
Doctor of Philosophy (Ph.D.), Department of Mechanical and Aerospace Engineering
University of California, Irvine 2010 — 2012
Master of Science (MS), Mechanical and Aerospace Engineering
University of California, Berkeley 2000 — 2004
Bachelor of Arts (BA), Mathematics, focusing on Differential Topology and Real Analysis.
EBMUD February 2009 - Present
Coulter Ministries September 2006 - Present
Stanford University Architect/Planning & Design Office June 2006 - January 2009
A.T. Merovich & Associates, Inc January 2006 - May 2006
Bank of America June 1995 - July 2005
various establishments February 1999 - June 2005
Church of God May 2002 - October 2004
Skills
AutoCAD, 3D Studio Max, SketchUp, Microstation, InRoads, PlantSpace, Sap 2000, Premiere Pro, Illustrator, Photoshop, Power Point, PCA Column, 3D Kitchen, Acrobat, Word, Excel, Some knowledge of Maya,..., Model making and..., Genuine black and white..., Special event filming,..., Integration of computer..., Microsoft Word, Structural Engineering, Structural Analysis, CAD, Project Planning, Architecture, Architectural Design, Submittals, Bentley Microstation, Bentley InRoads, Architectures, Microsoft Excel
Education
University of California, Berkeley 2003 — 2005
Bachelor of Arts degree, Architecture (Structural Engineering Minor)
Laney College 2000 — 2003
Patten Academy 1996 — 2000
High School
Salesforce February 2015 - Present
salesforce.com April 2012 - Present
International Cinema Education 2006 - Present
Lexington School and Center for the Deaf 2005 - Present
IBM January 2010 - April 2012
IBM Strategy and Change December 2004 - January 2010
Marvel Entertainment May 2002 - September 2004
Microsoft August 2001 - May 2003
Bank of America January 1999 - August 2001
Skills
Innovation, Digital Media, Software Sales, Cloud Computing, Outsourcing, Social Media, Mobile Technology, Mobile Applications, Media & Entertainment, Organizational Design, Financial Services, CRM, Business Transformation, Cross-functional Team..., Strategy, IT Strategy, Non-profit Leadership, Non-profit Board..., Go-to-market Strategy, Salesforce.com, Business Development, Integration, P&L Management, Business Planning, Strategic Planning, Analytics, Management, Strategic Partnerships, SaaS, Start-ups, Professional Services, Financial Modeling, Project Management, Enterprise Software
Education
University of California, Berkeley 1994 — 1998
BA, Mass Communications
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Information Systems, Strategy, Digital Media
Montclair Prep
PVT Unlimited July 2010 - Present
Bank of America July 2008 - June 2011
Countrywide Home Loans August 2008 - April 2009
Countrywide March 2003 - July 2008
North American Mortgage Company October 1983 - March 2002
Education
University of California, Berkeley 1961 — 1966
A.B., Social Sciences
Kaiser Permanente December 2012 - Present
Lawrence Berkeley National Laboratory April 2012 - August 2012
ADP October 2005 - April 2012
Bank of America June 2003 - October 2005
Bank of America January 2002 - June 2003
Bank of America 2000 - 2002
Professional Development Program, UCB 1998 - 2000
Skills
Microsoft Excel, Microsoft Word, PowerPoint, PeopleSoft Financial, Crystal Reports 10.0, Business Objects, Analysis, Forecasting, Policy, Process Improvement, Accounting, Financial Modeling, Budgets, Finance, Accounts Receivable, Accounts Payable, Microsoft Office, Leadership, Payroll, Project Management, Financial Analysis
Education
University of Saint Mary 2011 — 2013
MBA, Finance
University of California, Berkeley 1995 — 1999
BS, Applied Mathematics to Industrial Engineering
Bank of America 2009 - 2011
American Airlines December 2004 - 2008
Skills
Mortgage Lending, Credit, Mortgage Banking, Contract Negotiation, Customer Service, Investments, FHA, Loans, Investment Properties, Loan Origination, Short Sales, Cold Calling, Credit Analysis, Banking, Real Estate, Residential Mortgages, REO, Refinance, Management, Coaching, Retail Banking, First Time Home Buyers, Foreclosures, Team Building, Negotiation, FHA financing, USDA, VA loans
Education
University of California, Berkeley
BA, Physical Education
American Medical Response April 2015 - Present
American Medical Response February 2014 - April 2015
Northern California Cancer Center 2011 - 2013
KPMG Ukraine 2007 - 2009
Bank of America 2006 - 2007
Skills
Auditing, Accounting, Financial Reporting, Budgets, US GAAP, Internal Controls, Financial Accounting, IFRS, Analysis, Microsoft Office, GAAP, Financial Analysis, External Audit, Data Analysis, Medical Terminology, HIPAA, Corporate Finance, Financial Audits
Education
University of California, Berkeley 2002 — 2006
B.A., Economics
English Specialized School #4 (Lviv) 1991 — 1998
English language
Dance4Events, Inc. June 2010 - Present
Independent Contractor August 2003 - Present
Bank of America November 1983 - November 2007
Skills
Team Building, Motivation, Motivational Speaking, Corporate Events, Live Events, Ballroom Dance, Inspiration, dance instruction, Event Planning, Coordinating Special..., Dance, Coaching, Marketing Strategy, Sales Management, Business Development, Account Management, Business Coaching, Healing, Wellness Coaching, Event Management, Entrepreneurship, Teaching, Salsa, Social Media Marketing, Small Business, Entertainment, Parties, Cha Cha, Weddings
Education
University of California, Berkeley 1979 — 1983
Bachelor of Arts, Economics, Honors
Dowse Securities Management Corp. May 1978 - July 2014
Bank of America January 1974 - April 1978
Tom Dowse, Attorney at Law January 1970 - December 1973
PwC January 1968 - December 1970
Skills
Business Strategy, Portfolio Management, Competitive Analysis, Management Consulting, Tax, Mergers & Acquisitions, Investments, Contract Negotiation, Real Estate
Education
UC Berkeley 1964 — 1967
JJD, Law
UCLA 1964 — 1964
MBA, Accounting
UCLA 1961 — 1964
Bachelor of Science (BS), Business Administration and Management, General
Coldwell Banker Residential Brokerage November 2013 - Present
Frank Howard Allen January 2012 - Present
Montgomery Street Financial Services, LLC January 2009 - December 2014
CIBC World Markets 1995 - 2004
Bank of America 1987 - 1995
Skills
Superior Client Service, Problem Solving, Writing, Editing, Financial Analysis, Renewable Energy, Corporate Finance, Optimizations, Blogging, Real Estate, Real Estate Transactions, Residential Homes, Optimization, Contract Negotiation, Public Speaking, Investments, Public Relations, Entrepreneurship, Selling, Negotiation, Client Services, Investment Properties, Marketing Strategy, Social Media Marketing, Management, Sales
Education
University of California, Berkeley
B.A., English
Redwood High School
Ross Elementary School
Bank September 2014 - Present
Bank of America April 2011 - Present
JPMorgan Chase August 2009 - April 2011
Bank of the Orient March 2009 - August 2009
Wachovia August 2007 - October 2008
World Savings (acquired by Wachovia) 2006 - 2007
World Savings 1994 - 2006
Skills
Sales Management, Business Planning, Executive Management, Loans, Banking, Credit, Financial Analysis, Investments, Strategic Planning, Risk Management, Mortgage Lending, Mortgage Banking, Asset Managment, Business Development, Relationship Management, Credit Analysis, Portfolio Management, Valuation, Underwriting, Commercial Banking, Retail Banking, Operational Risk, Core Banking
Education
University of California, Berkeley 1990 — 1994
BA, English with an emphasis on writing and critical thinking
San Ramon Valley High School 1986 — 1990
Merchant Customer Exchange (MCX) August 2013 - September 2015
Bank of America June 2012 - August 2013
JPMorgan Chase January 2012 - June 2012
ARGO February 2011 - January 2012
GE Capital August 2008 - November 2010
Citi Group January 1999 - August 2008
ING 1997 - 1998
Principal Financial Group 1996 - 1997
McKesson January 1995 - January 1996
Visa 1990 - 1995
Skills
Business Analysis, Technical Project..., Software Development, Software Quality..., Requirements Analysis, Requirements Management, Requirements..., User Acceptance Testing, System Testing, Test Planning, Requirement..., Functional..., Microsoft SQL Server, Quality Center, SDLC, Process Improvement, Agile Methodologies, Testing, Management, Databases, Software Documentation, Oracle, Systems Analysis, Analysis, Data Warehousing, CRM, SQL, Visio, Quality Assurance, Business Requirements, Software Project..., Business Process, DB2, SharePoint, PL/SQL, Business Objects, PMP, Vendor Management, Requirements Gathering, Web Services
Education
University of California, Berkeley
BA, Psychology
imortgage, a division of loanDepot, LLC December 2010 - Present
Bank of America January 2008 - December 2010
Bank of America January 2008 - December 2010
Countrywide Home Loans 2008 - 2010
Skills
Mortgage Lending, Mortgage Banking, Loans, FHA, Refinance, Loan Origination, USDA, Residential Mortgages, VA loans, Credit, Certified Mortgage..., Underwriting, Banking, Construction Loans, Credit Analysis, FHA financing, Commercial Lending, Real Estate, First Time Home Buyers, Investments, Government Loans, Reverse Mortgages, Financial Structuring, Investment Properties, Consumer Lending, Investors, Mortgage Underwriting, Portfolio Management, Finance, Real Estate Economics, Loan Servicing, Credit Risk, Real Estate Financing, Home Equity Loans, Home Equity Lines of..., Commercial Mortgages, Mortgage Marketing, FHA Financing, VA Loans, Sales, Management, Customer Service, Leadership, Team Leadership, Sales Motivation, Motivational Speaking, Team Building, Team Motivation
Education
University of California, Berkeley 2000 — 2003
Bachelor of Science (BS), Business Management and Urban Development
Corona del Mar High School
Bank of America December 2014 - Present
Bank of America November 2012 - Present
Bank of America January 2012 - November 2012
Staples September 2004 - August 2006
Skills
Banking, Retail Banking, Management, Portfolio Management, Financial Analysis, Team Management, Microsoft Office, Access, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Marketing, Business Planning, Data Analysis, Market Research, Strategic Planning, Analysis, Accounting, Program Management, Cross-functional Team..., Project Management, Finance
Education
University of California, Berkeley 2009 — 2011
Bachelor's degree, Physics
UC Berkeley 2008 — 2011
Bachelor's degree, Physics
Bank of America October 2013 - Present
Bank of America June 2008 - October 2013
Bank of America December 2005 - June 2008
Bank of America September 2004 - December 2005
Skills
Banking, Team Management, Operational Excellence, Team Building, Business Analysis, Leadership Development, Volunteering, Coaching, Positive Coaching, Leading Meetings, Customer Service
Education
UC Berkeley 2001 — 2005
BA, SOCIOLOGY, SOUTH AND SOUTHEAST ASIAN STUDIES
BCC
Mayvenn March 2015 - Present
Udemy October 2012 - March 2015
Do Love Project October 2011 - October 2012
GenJuice March 2010 - September 2011
RockYou! July 2008 - May 2010
UC Berkeley Career Center August 2005 - May 2008
UC Berkeley 2007 - 2008
Red Bricks Media June 2007 - August 2007
Bank of America October 2004 - May 2007
Skills
Monetization, Community Sites, Content Development, Digital Media, Marketing, Email Marketing, Blogging, E-commerce, SEO, Start-ups, Facebook, Social Media Marketing, Lead Generation, Strategic Partnerships, Social Media, SEM, Business Development, Online Marketing, Social Networking, Online Advertising, Product Management, Entrepreneurship, Public Relations, Management, Product Development, Mobile Marketing
Education
University of California, Berkeley 2003 — 2008
B.A., Rhetoric
University of California, Berkeley 2003 — 2008
BA, Rhetoric
Citi September 2004 - Present
Bank of America September 2002 - September 2004
Bank of America July 2000 - August 2002
Skills
Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Portfolio Management, Credit Analysis, Small Business Lending, Commercial Lending, Financial Services, Loan Origination, Risk Management, Relationship Management, Mortgage Banking, Wealth Management, Investments, Cross Selling, Credit Risk, Residential Mortgages, Series 63, Series 6
Education
University of California, Berkeley 1996 — 1999
Bachelor of Arts (BA)
UC Berkeley November 2013 - Present
Wells Fargo November 2012 - August 2013
Bank of America October 2011 - October 2012
Wells Fargo November 2009 - June 2011
Veteran's Affairs Regional Office-Fiscal Resource Mgmt. Div. March 2009 - October 2009
Bank of America April 2008 - January 2009
Charles Schwab & Co. January 2008 - March 2008
Securities and Exchange Commission-San Francisco Regional Office September 2000 - March 2007
US Air Force May 1990 - December 2006
United States Army Reserve December 1984 - May 1990
Skills
Finance, Account Reconciliation, Accounting, Management, Auditing, Banking, Budgets, Access, Human Resources, Leadership, Analysis, Financial Services, Customer Service, Microsoft Excel, Payroll, Financial Analysis, Process Improvement, CRM, Project Management
Education
University of California, Berkeley 2015 — 2017
UC Berkeley Extension Certificate Program in ACCOUNTING
Laney College 2008 — 2011
Accounting, Accounting/Business
Bank of America June 2015 - Present
Santander Bank, N.A. September 2014 - June 2015
Wells Fargo July 2013 - September 2014
Union Bank 2011 - 2013
Skills
Mathematics, Analytics, Derivatives, Quantitative Finance, Time Series Analysis, Fixed Income, Trading, Quantitative Analysis, Statistics, VBA, Market Risk, Risk Management, R, SAS, Bloomberg, Matlab, Capital Markets, Statistical Modeling, Financial Modeling, Credit Risk, Basel II, Econometrics, Modeling, C++, Finance, Economics, Banking, Basel III, Risk Models
Education
University of California, Berkeley
B.A., Mathematics, Practice of Art
University of California, Los Angeles
Ph.D, Mathematics
Siliconlaunch.com May 2009 - Present
Newport Equity Group May 2005 - May 2009
BAventures 1996 - April 2005
Bank of America April 1989 - June 1996
Skills
Market Analysis, Advertising Design, Tenacity, Entrepreneur, Start-ups, Recognizing motivation, Entrepreneurship, Nonprofits, Non-profits, Business Planning, Recruiting, Investments, Real Estate, Marketing, Marketing Strategy, Graphic Design, Social Networking, Sales Management, Management, Social Media Marketing, Marketing Communications, Social Media, Digital Marketing, Business Development, New Business Development, Online Marketing, Strategic Planning, Time Management, Online Advertising, Business Strategy, Food, Public Relations, Leadership, Advertising, Negotiation, Team Building, E-commerce, Sales
Education
University of California, Berkeley
BA, Psychology
Tannerhecht Architecture March 2015 - Present
Allied Architecture+Design December 2013 - March 2015
Custom Kitchens by John Wilkins Inc. March 2013 - August 2013
DesignPad Architecture May 2012 - August 2012
Bank of America April 2007 - June 2012
Chabot-Las Positas Community College District January 2012 - May 2012
Skills
AutoCAD, Photoshop, Hand Drafting, Illustrator, Rhinoceros, Model Making, Sketching, Space planning, Renovation, Vray, Digital Photography, Construction Drawings, Kitchen & Bath Design, 3D rendering, Construction
Education
UC Berkeley 2012 — 2014
Bachelor of Arts (B.A.), Architecture Minor: Sustainable Design
Small Business Development Center April 2014 - Present
debt consulting June 2010 - Present
Superior California Economic Development March 2012 - July 2014
Kool April Nights January 2002 - April 2014
Consumer Credit Counseling Service January 1998 - May 2010
Bank of America June 1973 - August 1997
KTOB Radio-1490 AM July 1969 - June 1972
Skills
Investments, Microsoft Office, Sales Management, Project Management, Marketing Strategy, Microsoft Excel, Negotiation, Leadership Development, Small Business, Credit, Risk Management, Budgets, Financial Services, Program Management, Management, Customer Service, Marketing, Team Building, Finance, Strategic Planning, Public Speaking, Sales, Mortgage Lending, Banking
Education
University of California, Berkeley 1971 — 1973
Business Administration and Management, General
U.C.Berkeley 1971 — 1972
Heist International 2009 - Present
SourceForge, Inc. December 2008 - March 2009
Vuze Inc. August 2007 - May 2008
Yahoo! April 2005 - March 2007
Bank of America February 2004 - April 2005
SF Weekly February 2003 - November 2003
Gap Inc., Banana Republic June 2001 - June 2002
Skills
Online Advertising, Advertising, Email Marketing, Business Development, Strategic Partnerships, Online Marketing, CRM, Sales
Education
University of California, Berkeley 1996 — 2000
BA
Bank of America October 2014 - Present
First Capital, A Mortgage Company January 2012 - April 2013
Private National Mortgage Acceptance Company, LLC October 2009 - January 2012
Business.com June 2008 - October 2009
Countrywide Home Loans July 2006 - October 2007
Full Spectrum Lending 2002 - 2007
Stride and Associates 1999 - 2002
Skills
Loans, Mortgage Lending, REO, Refinance, Mortgage Banking, Sales, Sales Management, Residential Mortgages, Finance, Online Advertising, Cold Calling, FHA, SEM, Loan Origination, FHA financing, Property
Education
UC Berkeley 1996 — 2000
BS, Sociology
University of California, Berkeley 1996 — 2000
Bachelors, Sociology
CUSO Financial Services, LP July 2014 - Present
Wells Fargo Advisors December 2012 - July 2014
JPMorgan Chase September 2009 - November 2012
Wells Fargo Advisors August 2008 - September 2009
California Wine Country Homes Inc May 2005 - August 2008
Luther Burbank Savings January 1999 - January 2007
Bank of America November 1995 - December 1998
California Federal November 1991 - December 1995
Continental Savings 1991 - 1995
Education
York University 1984 — 1987
Bachelor of Arts (B.A.)
University of California, Berkeley
Human Resource Management
University of California, Berkeley
Business and Marketing
University of Paris
French & International Studies
Subito Systems, Inc. April 1982 - Present
First Collateral Services June 1988 - December 2008
Bank of America 1983 - 1985
Wells Fargo Bank 1980 - 1983
Bank of America 1976 - 1979
Skills
Business Analysis, Requirements Analysis, Databases, Data Analysis, Software Development, Risk Management, Database Design, Banking, User Interface Design, Access, Loans, Long Term Business..., Mortgage Lending, Mortgage Banking, Management
Education
University of California, Berkeley 1967 — 1968
B.A., Economics
iCohere / Kaplan Consulting Group August 2010 - Present
Chevron May 2008 - July 2010
Charles Schwab May 2007 - May 2008
Bank of America July 1972 - December 2006
Univeristy of California / Operations Research Center September 1971 - June 1972
Skills
Visual Basic, Testing, VB.NET, SQL, Oracle, ASP.NET, Microsoft SQL Server, Databases, Software Documentation, XML, JavaScript, Unix, Java, C++, JSP, AJAX, jQuery, Programming, SDLC, Unix Shell Scripting, Access, Operating Systems, CSS, PL/SQL, DB2, ASP, COBOL
Education
University of California, Berkeley 1967 — 1972
Masters, Operations Research
Risk Management Consulting January 2010 - Present
Wells Fargo Corp. 2000 - December 2009
Bank of America 1985 - 2000
Skills
Portfolio Management, Risk Management, Banking, Credit, Capital Markets, Credit Risk
Education
University of California, Berkeley, Haas School of Business
MBA, Finance and Accounting
UC Berkeley
B.S.
Wells Fargo April 2014 - Present
Wells Fargo Bank September 2010 - April 2014
Mellon Capital Management May 2010 - August 2010
AnewAmerica Community Corporation October 2008 - March 2009
Bank of America June 2006 - February 2008
Skills
Auditing, Financial Reporting, Risk Management, Financial Analysis, Operational Risk, GAAP, Analytics, Compliance
Education
University of California, Berkeley 2008 — 2010
Bachelor, Economics, Education, 3.62/ 4.00 GPA
Sephora October 2007 - Present
Safeway Inc. 2006 - 2007
Gap Inc. August 2000 - March 2006
Gap Inc. August 2000 - February 2005
Bank of America March 1997 - March 2000
APL July 1992 - July 1996
Skills
Analytics, Data Warehousing, Microstrategy, Business Intelligence, Data Modeling, Data Analysis, Teradata, E-commerce, Retail, SQL, ETL, Data Integration, SAS, Business Analysis, Cross-functional Team..., Cognos, Data Warehouse..., Business Objects, Oracle, OLAP, MicroStrategy
Education
UC Berkeley 1990 — 1992
Bachelor of Arts (BA), Computer Science
Advent Software August 2014 - Present
Advent Software April 2013 - Present
Advent Software May 2010 - April 2013
Advent Software June 2008 - May 2010
Advent January 2006 - August 2008
Bank of America March 2004 - December 2004
Bank of America February 2001 - March 2004
Skills
Salesforce.com, Program Management, SaaS, Enterprise Software, CRM, Product Management, Professional Services, Cloud Computing, Cross-functional Team..., Integration, Business Analysis, Management, Requirements Analysis, Process Improvement, Business Intelligence, Project Management
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
AmericanWest Bank June 2014 - Present
Wells Fargo January 2012 - June 2014
Wells Fargo January 2011 - December 2011
Wells Fargo July 2008 - December 2010
Bank of the Cascades June 2006 - June 2008
Bank of America July 2004 - June 2006
Bank of the Cascades February 1999 - July 2004
Bank of America July 1985 - August 1987
Bank of America June 1983 - July 1985
Bank of America June 1981 - June 1983
Skills
Underwriting, Commercial Lending, Portfolio Management, Loans, Credit, Banking, Commercial Banking, Treasury Management, Small Business Lending, Credit Analysis, Asset Based Lending, Finance, Commercial Mortgages, Credit Risk, Management, Mergers & Acquisitions, Risk Management, Lines Of Credit, Cash Management, Financial Analysis
Education
University of California Davis 1973 — 1976
Bachelor of Science (BS), Agriculture and Nutrition
University of California, Berkeley 1972 — 1973
Bachelor of Science (BS), Science
Spencer Stuart August 2013 - Present
Heidrick & Struggles June 2011 - August 2013
Technology Partners VC April 2006 - June 2011
Bank of America March 2003 - August 2005
Skills
Recruiting, Administrative..., Human Resources, Executive Search, Outlook, Office Management, Microsoft Excel, PowerPoint, Travel Arrangements, Microsoft Office, Venture Capital, Office Administration, Commercial Banking, Executive..., Customer Service, Organization, Leadership, Microsoft Word, Business Development, Concur, Reconciling Reports, Account Reconciliation, Administrative...
Education
University of California, Berkeley 2001 — 2005
Salesforce August 2015 - Present
Bank of America July 2013 - March 2015
Bank of America September 2010 - June 2013
Bank of America 2010 - September 2010
Bank of America December 2005 - May 2010
Wells Fargo April 2002 - December 2005
Design Purity December 1999 - January 2005
Skills
Interaction Design, User-centered Design, User Experience Design, User Experience, Wireframes, Mobile Design, Wire Framing, Information Design, Usability Testing, User Interface Design, User Interface, User Research, Mobile Applications, Experience Design, Usability, Heuristic Evaluation, Design Strategy, Visual Design, Information Architecture, CSS, Adobe Fireworks, Axure, Paper Prototyping, HTML, Dreamweaver, Concept Development, Accessibility, Design Thinking, WordPress, Site Maps, InDesign, Usability Engineering, Card Sorting, Front-end, Persona, Adobe Creative Suite, Mobile Devices
Education
University of California, Berkeley 1992 — 1997
Bachelor of Arts (B.A.), Sociology
Workers' Compensation Insurance Rating Bureau January 2014 - Present
Working Assets March 2011 - June 2013
FrontRange Solutions June 2009 - March 2011
Zecco August 2007 - December 2008
Jangl October 2006 - August 2007
NVIDIA Corporation June 2002 - October 2006
Magenic Technologies April 1999 - May 2002
InfoRespond 1998 - 1999
Bank of America 1997 - 1998
University of California, Berkeley 1994 - 1996
Skills
.NET, C#, SQL, SOA, Design Patterns, Scrum, Web Services, Agile Methodologies, WCF, ASP.NET, Software Development, Microsoft SQL Server, XML, Visual Studio, AJAX, JavaScript, Java, Databases, Integration, Web Applications, Microsoft Technologies, WCF Services, ASP.NET MVC, Requirements Analysis, SaaS, Testing, Unix, Enterprise Architecture, E-commerce, Database Design, Mobile Devices, Architectures, VB.NET, HTML, JSON, Oracle, SDLC, Management, Team Building, Web Architecture, Program Management, Product Management, Web Development, Enterprise Software, Project Management, Software Project..., Consulting
Education
University of California, Berkeley 1992 — 1996
BA, Psychology, Education
Wells Fargo December 2004 - March 2007
Bank of America January 2000 - September 2002
Bank of America 2000 - 2002
Charles Schwab 1997 - 2000
Education
University of California, Berkeley 1983 — 1987
University of San Francisco
MBA, Marketing
PSShip (A Lynch Marks Company) May 2012 - Present
Lealta Media March 2006 - May 2012
Beall Computer 2001 - 2006
ADP/SIS October 2002 - April 2003
Bank of America September 1999 - March 2001
Ross Stores June 1998 - September 1999
Wells Fargo May 1991 - May 1998
PBL Associates February 1988 - April 1991
Skills
Microsoft SQL Server, Information Technology, Endeca, Oracle, Data Warehousing, SQL, Agile Methodologies, Business Intelligence, SSIS, SSRS, T-SQL, Data Modeling, Data Center, Database Design, Web Applications, Software Development, Database Administration, MySQL, COBOL, Databases, Quality Assurance, Servers, Troubleshooting
Education
University of California, Berkeley 1981 — 1988
Bachelor's degree, Mathematics and Computer Science
John F. Kenedy High, Richmond CA
Diploma
Centers for Medicare & Medicaid Services July 2014 - Present
Centers for Medicare & Medicaid Services May 2005 - March 2014
US House of Representatives
Bank of America 2000 - 2004
American Public Health Association January 2003 - May 2003
Skills
Policy Analysis, Regulations, Legislative Affairs, Legislative Policy, Healthcare Reimbursement, Health Insurance
Education
Johns Hopkins School of Public Health 2004 — 2006
MHS, Health Policy and Management, Health Finance
University of California, Berkeley
Bachelor of Arts, American Studies, Public Health
Associated Students UCLA 1981 - Present
Bank of America 1981 - 1981
Skills
Leadership, Training, Research, Operations Management, Personnel Management, Project Management, Leadership Development, Data Analysis, Strategy, Management, Budgets, Strategic Planning, Nonprofits
Education
University of California, Berkeley 1980 — 1981
Bachelor of Arts (BA), Education, Teaching Credential Program
University of California, Berkeley 1977 — 1979
Bachelor of Arts, History of Art
University of California, Los Angeles 1973 — 1976
Admiralty Investment Group 1988 - Present
Camping Unlimited 1955 - 2010
Alameda Capital LLC 2004 - 2007
NZI Bank, Auckland New Zealand 1986 - 1987
Bank of America, Investment Securities Division, San Francisco 1983 - 1987
Misr America International Bank, Cairo 1982 - 1983
Bank of America, London 1978 - 1982
Bank of America, Tokyo 1975 - 1977
Bank of America 1974 - 1975
Graham and James, Washington DC 1973 - 1974
Skills
Mergers & Acquisitions, Due Diligence, Start-ups, Corporate Finance, Venture Capital, Investment Banking, Negotiation, Finance, Investments, Portfolio Management, Capital Markets, Management, Banking, Project Finance, Structured Finance, Restructuring, Equities, Loans, Credit, Financial Structuring, Philanthropy, Mergers, Privatization, Financial Analysis, Strategic Planning, Leadership Development, Tax, Business Strategy, Management Consulting, Project Management, Corporate Law, Securities, Business Development, Business Planning, New Business Development, Team Building, Funding, Contract Negotiation, Volunteer Management, Kindness, Close Attention to...
Education
University of California, Berkeley, Haas School of Business 1969 — 1972
MBA, Real Estate and Finance
University of California, Berkeley - School of Law 1968 — 1971
J.D., Real Estate, Contracts, Company and Corporate Law, International Law, Bankrupcy
University of Minnesota-Twin Cities 1965 — 1966
Ph.D. candidate, Industrial and Social Psychology
University of California, Berkeley 1961 — 1965
BA, Psychology
First Republic Bank May 2008 - Present
Wells Fargo Bank (Formerly known as Greater Bay Bancorp) March 2007 - April 2008
Greater Bay Bank October 2004 - February 2007
Greater Bay Bank May 2002 - September 2004
California Federal Bank February 2002 - April 2002
Bank of America July 2001 - January 2002
Bank of America July 2000 - June 2001
Bank of America August 1998 - July 2000
Bank of America April 1997 - August 1998
Bank of America March 1995 - March 1997
Skills
Banking, Business Continuity..., Business Process..., Project Management, Program Management, Cross-functional Team..., Team Building, Financial Services, Leadership, Relationship Management, Financial Analysis, Management, Product Management, Business Process, Operations Management, Retail Banking, Risk Management, Sales, Analysis, Executive Management, Loans, Mergers & Acquisitions, Training, CRM, Financial Risk, Strategic Planning, Vendor Management, Budgets, Commercial Banking, Commercial Lending
Education
University of California, Berkeley 1985 — 1987
Bachelor of Arts (B.A.), Physiology, General
The Luau Factory April 2004 - Present
Crystal Estates January 2006 - January 2009
Bank of America 2004 - 2006
NASA Ames January 1998 - June 2001
Skills
Negotiation, Investments, Customer Service, Entrepreneurship, Financial Analysis
Education
University of California, Berkeley 2009 — 2011
Post Graduate Studies
University of San Francisco 2006 — 2008
B.S.
Wells Fargo August 2009 - Present
Wachovia Bank August 2006 - August 2009
Bank of America August 2002 - August 2006
Ford Motor Credit / PRIMUS 1991 - 2002
Marine Midland Bank / HSBC 1986 - 1991
Bank of America 1983 - 1986
Skills
Credit, Banking, Loans, Underwriting, Commercial Lending, Consumer Lending, Financial Services, Credit Analysis, Finance, Credit Risk, Sales Process, Portfolio Management, Account Management, Mortgage Lending
Education
University of California, Berkeley
Bank of America March 2005 - Present
Education
University of California, Berkeley 1995 — 1998
Juneau Economic Development Council 2007 - Present
Juneau Economic Development Council June 1999 - Present
Financial Solutions, Inc. 1996 - 1999
Bank of America 1993 - 1996
City Federal Savings & Loan 1989 - 1993
Alliance Bank & Alaska Mutual Bank 1985 - 1989
Alaska Federal Savings & Loan Association 1983 - 1985
City Federal S&L 1981 - 1983
Skills
Financial Analysis, Debt Restructuring, Project Management, Financial Accounting, Non-profit..., Commercial Banking, Bankruptcy, Grant Administration, Federal Grants..., Small Business Lending, Budget Forecasts, Creative Financing
Education
University of California, Berkeley 1972 — 1977
Adecco Staffing, USA March 2015 - April 2015
Lafayette, CA 1975 - June 2013
Bank of America 1992 - May 2012
Law Office of Stu Safine April 1985 - May 1986
Skills
Curriculum Design, Curriculum Development, Educational Leadership, Academic Tutoring, Customer Satisfaction, Tutoring, Customer Service, Instructional Technology, Call Centers, PowerPoint, Creative Writing, Proofreading, Microsoft Office, Research, Editing, Microsoft Word, Critical Thinking, Educational Technology, Elementary Education, Instructional Design, E-Learning, Administration, Technology Integration, Technical Writing, Training, Grant Writing, Time Management, Data Analysis, Qualitative Research, Telephone Skills, Report Writing, Analysis, Microsoft Excel, Teaching, Staff Development, Leadership, Outlook, Leadership Development
Education
John F. Kennedy Law School 1982 — 1986
Doctor of Jurisprudence, Law
University of California, Berkeley 1974 — 1976
Teaching Credential, Education
University of California at Santa Barbara 1970 — 1974
Bachelor's degree, French and History
SEPHORA June 2015 - Present
Sephora February 2008 - June 2015
MULDROW FAMILY CHILDCARE March 2005 - January 2008
BRE PROPERTIES, INC June 2000 - January 2005
INPOWER, INC March 1997 - June 2000
ACCOUNTANTS-ON-CALL August 1996 - March 1997
Bank of America September 1993 - August 1996
SOMATIX THERAPY CORPORATION May 1983 - April 1993
Education
University of California, Berkeley
B.A
Bank of America February 2013 - Present
Bank of America April 2003 - Present
Bank of America April 2003 - February 2013
Skills
Project Management, SDLC, Risk Management, Banking, Enterprise Architecture, SSIS, Strategic Planning, SOA, Process Improvement, Architecture, Security, Integration, Information Security, Vendor Management, Access, Business Analysis, Business Intelligence
Education
University of California, Berkeley 1966 — 1970
Bank of America August 2009 - Present
TEKsystems April 2008 - December 2008
LendingTree June 2006 - March 2008
ProfitStars, Inc. 2008 - 2008
LendingTree June 2006 - September 2007
Meyer Corporation 1999 - 2005
Skills
Databases, Microsoft SQL Server, SDLC, Software Development, SSIS, SQL, SSRS, Data Warehousing, Enterprise Architecture, Program Management, Strategy, Enterprise Software, Integration, Project Management, Software Project..., Business Intelligence, Business Analysis, Vendor Management, ETL, Requirements Analysis, Visio, Agile Methodologies, Requirements Gathering, SharePoint, Management, Risk Management
Education
University of California, Berkeley
Bachelor of Science (BS), Political Science and Government
JLL January 2012 - Present
Bank of America January 2007 - January 2012
Skills
Corporate Real Estate, Engineering Management, Value Engineering, Maintenance Management, Reliability Engineering, Systems Engineering, Energy Management, Facilities Management, Facilities Engineering, System Architecture, Change Management, Lean Management, Six Sigma, Business Process..., Process Optimization, Operational Risk..., Information Technology, Platform Architecture, Data Management, Data Modeling, Data Analysis, Reporting & Analysis, Project Management, Leadership, Program Management
Education
University of California, Berkeley 2000 — 2004
Technology Credit Union October 2009 - Present
Fremont Bank June 2008 - August 2009
Greater Bay Bank, N.A. (acquired by Wells Fargo Bank) 2001 - 2008
Bank of America 1994 - 2000
Bank of America 1991 - 1994
Bank of America 1986 - 1991
Skills
Banking, Leadership, Management, Auditing, Financial Risk, Risk Management, Financial Services, Retail Banking, Commercial Banking, Process Improvement
Education
University of California, Berkeley 1969 — 1973
B. S., Business Administration
Hiraoka Consulting January 2008 - Present
Stanford Hospital and Clinics January 2008 - December 2013
Greater Bay Bancorp September 2003 - October 2007
Stanford University April 1998 - 2001
EurekaBank 1988 - 1997
Bank of America October 1976 - August 1988
Skills
Employee Engagement, HRIS, Employee Relations, Recruiting, Organizational..., Succession Planning, Human Resources, Talent Management, Talent Acquisition, Executive Pay, Performance Management, Strategic Planning, Deferred Compensation, Employee Benefits, Executive Coaching, Executive Search, Onboarding, Labor Relations, Organizational..., Management, Leadership, Consulting, Leadership Development, Banking, Organizational Design, Workforce Planning, Management Consulting
Education
University of California, Berkeley 1972 — 1976
BA, Psychology
Columbia Sportswear January 2014 - Present
Bank of America December 1993 - December 2008
Skills
Perl, Databases, Unix, Visio, Process Improvement, Linux, Eclipse, Operating Systems, Programming, C, Java, IT Service Management, Agile Methodologies, SQL, C++, PHP, Apache, Cloud Computing, MySQL, Computer Science
Education
Washington State University 2010 — 2011
B.S., Computer Science
University of California, Berkeley 1978 — 1982
Self employed January 2008 - Present
mysitemyway.com and copy-masters.com March 2008 - March 2012
Carrington Capital Management February 2007 - December 2007
Lucre Corp March 2006 - December 2006
Bohan Group December 1997 - March 2006
Self Employed Mortgage Broker July 1990 - September 1997
Bank of America July 1983 - July 1990
Skills
Underwriting, Loans, Due Diligence, Loan Origination, Loss Mitigation, Mortgage Lending, Credit, Mortgage Banking, Portfolio Management, Credit Risk, Valuation, Financial Risk, Credit Analysis, Mortgage Underwriting, Banking, Risk Management, Microsoft Office, Finance, Refinance, Securitization
Education
University of California, Berkeley 1972 — 1979
M.A., Economics
Fairchild Semiconductor September 2011 - Present
Oracle September 2008 - July 2010
CNET Networks January 2008 - August 2008
Target June 2007 - January 2008
Bank of America June 2006 - August 2007
Skills
College Recruiting, Interviews, University Relations, Immigration Law, Leadership, Talent Acquisition, Training, Immigration, New Hire Orientations, Workday, Applicant Tracking...
Education
University of California, Berkeley 2004 — 2008
B.A., Economics
Project Recovery Detox 2009 - 2013
Santa Barbara Rescue Mission May 1999 - May 2009
Bank of America January 1981 - November 1997
Education
University of California, Berkeley
Master's degree, Gender Studies
Bank of America Senior Loan ConsultantWashington MutualAugust 1990 - February 2008
Skills
First Time Home Buyers, Investment Properties, REO, Short Sales, Real Estate, Foreclosures, Investors, Real Estate Transactions, Single Family Homes, Mortgage Lending
Education
University of California, Berkeley
Mathematic
City National Bank January 2012 - Present
Bank of America August 2009 - January 2012
Wachovia July 2008 - June 2009
ThinkTank Learning, Inc January 2008 - June 2008
Innovative Bank 2005 - 2008
Education
University of California, Berkeley 2001 — 2005
B.A., Economics, Psychology
Bank of America August 1982 - March 2015
Skills
Business Analysis, Data Warehousing, SDLC, Requirements Gathering, Requirements Analysis, Data Modeling, ETL, Enterprise Architecture
Education
University of California, Berkeley 1972 — 1976
BA, Mathematics, Computer Science
Union Bank November 2014 - Present
Citibank November 2013 - September 2014
Union Bank November 2012 - November 2013
Bank of America January 2011 - November 2012
Bank of America September 2010 - January 2011
Just Mortgage June 2009 - September 2010
Washington Mutual July 2005 - July 2008
WaMu 2006 - 2008
Indymac Bank November 2004 - July 2005
JP Morgan Chase November 2001 - November 2004
Education
University of California, Berkeley 1982 — 1986
BA, Literature and Drama
Bank of America March 1976 - January 2014
Education
University of California, Berkeley
NOVO Construction, Inc. June 2012 - Present
NOVO Construction, Inc. 2012 - 2014
BCCI Construction Company October 2010 - June 2012
BCCI Construction Company November 2007 - October 2010
Morgan Stanley Financial Training Program June 2007 - September 2007
Bank of America May 2006 - February 2007
Sam Jin General Supply Company August 1998 - September 2003
Education
University of California, Davis 2004 — 2007
B.A., Economics
University of California, Berkeley
Certificate, Construction Management
Bank of America March 2012 - Present
Bank of America August 2002 - March 2012
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, FHA, Refinance, Credit Analysis, Residential Mortgages, Banking, Mortgage Underwriting, Consumer Lending, VA loans, FHA financing
Education
University of California, Berkeley 1997 — 2002
Bachelor of Arts (B.A.), Digital Design
Bank of America February 2012 - Present
Bank of America October 2009 - August 2011
Bank of America November 2007 - April 2009
Bank of America July 2006 - November 2007
Bank of America July 2002 - July 2006
Bank of America 2000 - 2002
Bank of America 1998 - 2000
Skills
Cross-functional Team..., Business Process, Six Sigma, Process Improvement, Project Management, Strategy, Program Management, Financial Analysis, Management, Analytics, Financial Modeling, Leadership
Education
Graduate School of Business, University of Chicago
MBA, Finance/Statistics
University of California, Berkeley
BA, English
Clarity Solution Group June 2014 - Present
Twitter September 2013 - July 2014
Bank of America March 2013 - September 2013
McKesson October 2011 - February 2013
Affinity Medical Solutions April 2010 - October 2011
Dow Pharmaceutical Sciences January 2007 - April 2009
Phoenix American Financial Services 2005 - 2007
Skills
Business Intelligence, Tableau, Data Visualization, Data Warehousing, SQL, Business Intelligence..., Hadoop, Hive, Big Data, Apache Pig, Business Analytics, Analytics, Integration, ETL, JavaScript, JSON, C++, Toad 9.0, Database Administration, Relational Databases, MySQL, T-SQL, PL/SQL, Data Science, Data Analysis, Data Modeling, Teradata Data Warehouse, Salesforce.com, SQL Server, Access, SAP ECC, SAP, SAP BW, SAP BI, OBIEE, Cognos, Microsoft SQL Server, Database Design, Healthcare Analytics, Corporate Finance, MySQL database design, KPI Dashboards, Financial Modeling, Financial Analysis, Financial Reporting
Education
University of California, Berkeley
Bachelor, Economics
J. Paul Getty Trust 1999 - Present
Bank of America 1993 - 1999
Teradata 1987 - 1993
Entre Computer Center 1984 - 1987
Context Management Systems 1981 - 1983
AM Jacquard Systems 1979 - 1981
Xerox Corp 1973 - 1979
Education
University of California, Los Angeles 1971 — 1973
M.L.S., Library Science
University of California, Berkeley 1967 — 1970
B.A., Anthropology
Bank of America July 2010 - Present
Bank of America 1989 - June 2010
NationsBanc Mortgage 1993 - 1998
Skills
Mortgage Lending, Six Sigma, Process Improvement, Mortgage Banking, Loans, Banking, Loan Origination, Credit, Residential Mortgages, FHA, Refinance, Mortgage Underwriting, Commercial Lending, Risk Management, Management
Education
University of California, Berkeley
BA, Psychology
San Bernardino High School
Bank of America 2005 - Present
Skills
SDLC, Banking, Vendor Management, Business Analysis, Enterprise Architecture, Risk Management, IT Strategy, Data Warehousing, Disaster Recovery, Software Project..., Project Portfolio..., Requirements Analysis, SOA, PMO, Visio
Education
University of North Carolina at Charlotte
Bachelor of Science (BS), Mechanical Engineering
University of California, Berkeley
Hewlett-Packard August 2015 - Present
Hewlett-Packard October 2012 - July 2015
Merrill Lynch September 2006 - October 2011
Bank of America January 2002 - September 2006
CIBC World Markets February 2001 - October 2001
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Financial Structuring, Bloomberg, Bonds, Leveraged Finance, Hedge Funds, Portfolio Management, Financial Modeling, Product Development, Loan Origination, Capital Structure, Interest Rate Risk..., FX Hedging, Economic Research, Credit Analysis, Credit Risk, Foreign Exchange Risk..., Valuation Modeling, FX trading, FX Options
Education
University of California, Berkeley 2012 — 2012
Evening/Weekend Extension Program, Finance
University of California, Los Angeles 1997 — 2002
BA, Economics
Bank of America September 2010 - April 2015
Bank of America September 2008 - August 2009
Countrywide Financial January 2007 - August 2008
Skills
C#, .NET, Microsoft SQL Server, SQL, Software Development, Databases, Web Services, Integration, Project Management
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Computer Science
Wells Fargo Bank August 1984 - August 2009
Bank of America July 1968 - August 1984
Skills
TSO, COBOL, JCL
Education
University of California, Berkeley 1964 — 1968
BA, Political Science
Control Air Conditioning Corp. October 2014 - Present
Christain Brothers Mechanical Services March 2013 - October 2014
Bank of America May 2011 - March 2013
Target September 2009 - May 2011
Pleasant Valley Reacreation and Park District May 2003 - September 2008
Skills
Program Management, Management, AutoCAD, Microsoft Excel, Photoshop
Education
University of California, Berkeley 2005 — 2009
BA, Architecture
HSBC January 2014 - Present
HSBC Bank USA June 2009 - August 2014
Banc of America Investments July 2006 - July 2009
Bank of America July 2003 - July 2006
HSBC Bank February 2001 - July 2003
Skills
Credit, Loans, Banking, Mortgage Lending, Commercial Banking
Education
University of California, Berkeley
B.A.
Square September 2014 - Present
Apple Inc. June 2011 - April 2014
Bank of America March 2010 - June 2011
Huron Consulting Group October 2008 - March 2010
UC Berkeley August 2005 - May 2008
Kaiser Permanente June 2007 - August 2007
Lawrence Berkeley National Laboratory June 2004 - August 2004
Lawrence Berkeley National Laboratory June 2003 - August 2003
Education
Zipfian Academy 2014 — 2014
Data Science Fellow
University of California, Berkeley 2004 — 2008
Economics, Statistics, Finance
Huaan Asset Management (Hong Kong) Ltd June 2012 - November 2013
JP Morgan Asset Management Division 2010 - 2011
JPMorgan 2007 - 2010
Continuity Capital 2001 - 2007
SAC Capital 2003 - 2005
Osprey Capital 1998 - 2000
Rothschild Asset Management 1996 - 1998
Montgomery Asset Management 1993 - 1996
Bank of America 1988 - 1993
Skills
Equities, Hedge Funds, Investments, Portfolio Management, Mutual Funds, Investment Banking, Banking, Asset Management, Derivatives, Fixed Income, Capital Markets, Proprietary Trading, Financial Advisory, Bloomberg, Financial Social Media, Venture Capital, Strategy, Financial Services, Start-ups, Entrepreneurship, Management, Alternative Investments, Finance, Trading, Financial Modeling, Emerging Markets
Education
University of California, Berkeley
Engineering
The William and Flora Hewlett Foundation 2005 - Present
PricewaterhouseCoopers 2002 - 2005
Bank of America 1996 - 2002
Skills
CPA, Financial Reporting, Auditing, US GAAP, Financial Analysis, Accounting, GAAP, Forecasting, Budgets, Managerial Finance
Education
University of California, Berkeley
BS, Business Administration- Haas School of Business
Wells Fargo Bank August 2005 - Present
Bank of America January 2001 - August 2005
Skills
Banking
Education
University of California, Berkeley 1997 — 2001
Economics, Economics
Carlsbad High School 1996 — 2000
Bank of America March 2011 - Present
Creative Channel Services, LLC May 2010 - March 2011
PromoShop, Inc March 2008 - May 2009
PromoShop, Inc March 2006 - March 2008
British American Business March 2004 - March 2006
Cyrk July 2000 - October 2002
US Army November 1996 - August 2000
Education
University of California, Berkeley 2003 — 2010
Biomedical Electrical Engineering
Bank of America May 2013 - Present
Bank of America June 2011 - May 2013
Liberty Mutual Group June 2010 - August 2010
Skills
SQL, R, SAS, Data Analysis, Microsoft Office, Emblem, Data Mining, Statistical Modeling, VBA, Quantitative Finance, Quantitative Analytics, Analysis, Actuarial Science, SAS programming, Analytics
Education
Northwestern University 2014 — 2016
Master of Science (M.S.), Predictive Analytics, GPA 4.0
University of California, Berkeley 2008 — 2010
B.A., Applied Mathematics, Statistics, GPA 3.73
Wells Fargo June 2011 - Present
Wells Fargo January 1997 - August 2011
Bank of America January 1991 - October 1993
Security Pacific Bank February 1981 - February 1991
Skills
Private Wealth..., Private Banking, Team Leadership
Education
University of California Los Angeles Anderson Graduate School of Management 1983 — 1986
MBA, Finance
University of California, Berkeley 1974 — 1977
PhD, Neuro Chemistry- Enviromental Physiology
University of Wisconsin-Madison 1970 — 1974
Lockheed Martin October 2013 - Present
Social and Nonverbal Behavior Lab - Haas School of Business, UC Berkeley September 2011 - May 2013
Bank of America June 2012 - August 2012
Statewide Database & Election Administration Research Center at UC Berkeley February 2010 - May 2012
Q2 Data and Research January 2011 - December 2011
Skills
Matlab, Qualitative Research, Research, SPSS, Statistics, Data Analysis, Stata, Economics
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Applied Mathematics
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics
Bank of the West April 2014 - Present
Bank of the West May 2011 - March 2014
Bank of the West November 2010 - May 2011
JPMorgan Chase June 2009 - October 2010
Bank of America July 2001 - January 2007
Skills
Risk Management, Banking, Financial Services, Retail Banking, Process Improvement, Business Analysis, Relationship Management, Vendor Management, Leadership, Management, Analysis, Financial Analysis, Team Building, Loans, Strategy, Business Process, Call Centers, Six Sigma, Cross-functional Team...
Education
UC Berkeley
BA, Cognitive Science
Bank of America 2011 - Present
Bank of America 2008 - 2011
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Skills
Process Excellence, Minitab, Business Process Mapping, JMP, Kaizen, Lean Manufacturing, Visio, Microsoft Excel, Six Sigma, Process Improvement, Process Design, Black Belt, DMAIC, Metrics, Process Engineering, Business Process..., Operational Excellence, Green Belt, Process Optimization, Risk Management, Strategy, Project Management, Data Analysis
Education
University of California, Berkeley 2001 — 2005
BA, Applied Mathematics
Boyden Cooluris & Saxe February 2001 - Present
Pillsbury Winthrop Shaw Pittman LLP January 1990 - February 2001
Boyden, Cooluris, Hauser & Saxe January 1980 - January 2001
Bank of America May 1969 - January 1980
Skills
Consumer Financial..., Loans, Financial Services, Credit, Mortgage Lending, Credit Cards, Finance, Strategy
Education
University of San Francisco 1964 — 1967
Doctor of Law (J.D.)
UC Berkeley 1960 — 1964
Bachelor of Science (B.S.), Business Admininstration
Office of Statewide Health Planning and Development March 2009 - Present
California State Department of Mental Health March 2005 - February 2009
DMH – Mental Health Planning Council July 2001 - March 2005
California Institute for Mental Health October 1997 - July 2001
Bank of America 1982 - 1995
Skills
Published Author, Editorial, Management, Web Development, Systems Engineering, Technical Writing, Research, Program Management, Social Media, Public Speaking, Analysis, Budgets, Community Outreach, Public Policy, Project Management, Policy Analysis, Newsletters, Policy, Editing, Access, Customer Service, PowerPoint, Project Planning, Non-profits, Leadership, Press Releases, Microsoft Office, Event Planning, System Administration, Marketing, Publications, Nonprofits, Program Development, Data Analysis, SharePoint, Public Relations, Change Management, Microsoft Excel, Microsoft Word, Visio, Mental Health, Adobe Creative Suite, Staff Development, Government, Software Documentation, Outlook, Event Management, Public Health, Proposal Writing, Team Building
Education
University of California, Berkeley
B.A, Anthropology
Baycrest Partners January 2014 - Present
MF Global November 2009 - November 2011
Bank of America September 2002 - January 2009
Goldman Sachs 1996 - 1999
Goldman Sachs 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (M.B.A.), Finance & Strategic Management
University of California, Berkeley 1991 — 1994
Bachelor’s Degree, Electrical engineering and computer science
California State University, East Bay July 2012 - Present
California State University, East Bay October 2008 - July 2012
Financial Industry Regulatory Authority 2004 - 2005
McKesson 1995 - 2000
Administrative Office of the Courts, Judicial Council of California 1990 - 1995
Charles Schwab 1987 - 1990
Bank of America 1984 - 1987
Bank of America 1981 - 1984
Skills
California Certified..., Internal Audit, Internal Controls
Education
California State University, East Bay
CPA required Accounting & Business Law courses for the CPA exam
UC Berkeley
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Bank of America June 2009 - August 2011
Education
University of Washington 2012 — 2015
Master's degree, Neurobiology
UC Berkeley 2008 — 2012
Bachelor of Science (BS), Biology, General
Bank of America October 2011 - Present
Power of Home, Inc January 2010 - August 2011
Metrocities Mortgage LLC December 2005 - March 2009
Bluewater Plumbing & Fire Protection May 2004 - November 2005
Dressler & Associates, Inc May 1995 - March 2004
Breslauer, Jacobson & Rutman February 1988 - February 1995
Skills
Auditing, Business Management, Accounting, Month End Close, Account Reconciliation, Bank Reconciliation, Bookkeeping, Analysis
Education
University of California 1981 — 1985
Bachelor of Arts, Economics
UCLA
Bachelor of Arts (B.A.), Economics
US Bancorp Investments November 2011 - August 2013
Merrill Lynch March 2007 - November 2011
Wells Fargo Bank June 2001 - May 2006
Bank of America November 1976 - June 2001
Skills
Wealth Management, Series 7, Investment Advisory, Investment Management, Bonds, Long-term Care, Options, Equities, Variable Annuities, Life Insurance, Roth IRA, Asset Management, Investments, ETFs, High Net Worth..., 401k Rollovers, Retirement, Mutual Funds, Series 63, Series 65, Portfolio Management
Education
University of California, Berkeley 2011 — 2011
Generational Wealth Transfer
American University 2010 — 2011
Investments and Securities
University of Washington 1970 — 1972
Business/Finance
Sony April 2010 - Present
Bank of America March 2000 - April 2010
Education
University of California, Berkeley 2006 — 2010
Accounting and Business/Management