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
Pacific Service Credit Union November 2014 - Present
Pacific Service Credit Union February 2013 - Present
Citibank September 2011 - February 2013
Bank of America February 2010 - September 2011
Washington Mutual Bank June 2005 - August 2007
Skills
Banking, Credit, Retail Banking, Sales, Cross Selling, Credit Cards, Deposits, Communication, Customer Oriented, Financial Services, Call Centers, Branch Banking, Payments, Financial Institutions, Data Entry, Debit Cards, Teamwork, Core Banking, Customer Experience, Customer Service, Time Management, Cash Management, Internet Banking, KYC, Financial Transactions, Bank Secrecy Act, Credit Card Fraud, Credit Card Transaction..., General Ledger, Fraud Prevention, Fraud Analysis, Visa Credit Card..., Visa Chargebacks
Education
UC Berkeley 2007 — 2011
Bachelor of Arts (B.A.), History
Freedom High School 2003 — 2007
BioCentury Publications March 2015 - Present
Paradigm Consulting January 2011 - May 2014
Academic Panorama November 2011 - July 2012
Northwestern Mutual January 2012 - May 2012
Cal Bhangra September 2009 - May 2012
Bank of America February 2011 - May 2011
Skills
Computational Modeling, Microsoft Excel, Finance, Computer Science, Web Design, Java, Data Analysis, Public Speaking, Matlab, Philosophy, Consulting, Emacs, Mathematica, iOS, NI LabVIEW, Start-ups, Economics, Leadership, Marketing, Product Management, WordPress, Product Development, HTML, Front-end Coding, Neuroscience, Psychology, Entrepreneurship, Strategy, Linguistics, Research, Adobe Creative Suite, Valuation, Financial Modeling, Business Development, Corporate Finance, Financial Analysis, Microsoft Office, Microsoft Word, Cognitive Science, PowerPoint, Anthropology, Microsoft PowerPoint, Bhangra
Education
University of California, Berkeley 2009 — 2014
Bachelor's Degree, Neuro-Economics and Cognitive Science
Intuit April 2015 - Present
Intel Corporation July 2011 - April 2015
Intel Corporation June 2010 - June 2011
Intel Corporation September 2008 - June 2010
Intel Corp March 2007 - September 2008
Intel Corp September 2003 - March 2007
Bank of America June 2001 - June 2002
Skills
Go-to-market Strategy, P&L Management, Competitive Intelligence, Product Launch, Business Strategy, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Financial Analysis, Forecasting, Financial Modeling, Multi-media Marketing..., Cause Marketing, Social Media Marketing, Search Engine Marketing, Product Marketing, Marketing Research, Storytelling, Marketing, Management, Product Management, Project Management, Process Improvement, Strategic Partnerships, Analytics, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2011
MBA, Strategy & Marketing
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2003
B.S., Business Administration, Finance
BECU (Boeing Employees CU) September 2013 - Present
US Bank December 2011 - August 2013
JPMorgan Chase June 2011 - December 2011
Bank of America May 2010 - May 2011
Citigroup September 2004 - April 2010
Skills
Banking, Credit, Retail Banking, Loans, Management, Consumer Lending, Customer Service, Risk Management, Mortgage Lending, Relationship Management, Leadership, Loan Origination, Small Business Lending, Financial Services, Coaching, Finance, Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Cross Selling, Sales, Team Building, Financial Analysis, Underwriting, Credit Cards, Sales Management, Training, Branch Management, Performance Management, Lines Of Credit, Refinance, Team Leadership, Branch Banking, Business Development, Investments, Customer Experience, Cash Management, Residential Mortgages, Wealth Management, Strategic Planning, Deposits, Business Analysis, Leadership Development
Education
University of California, Berkeley
Bachelor's degree, Chemistry & Economics
PFM Asset Management LLC August 2012 - Present
U.S. Trust, Bank of America July 2006 - August 2012
Bank of America January 2003 - June 2006
Bank of America September 1998 - December 2002
KATAGA International, SAE September 1994 - August 1998
Contractor 1992 - 1995
Skills
Asset Management, Investments, Security Analysis, Private Banking, Due Diligence, Six Sigma, Private Equity, Alternative Investments, Private Wealth..., MENA, Hedge Funds, Portfolio Management, Venture Capital, Corporate Finance, Process Improvement, Business Valuation, Change Management, Asset Managment, Wealth Management..., Asset Allocation, Securities, Investment Strategies, Equities, Financial Advisory, Management, Strategy, Retirement Planning, Investment Advisory, Mutual Funds, Wealth Management, Capital Markets, Bonds, Bloomberg
Education
University of California, Berkeley 1988 — 1992
BA, Political Economy (International Economics)
INDEPENDENT CONSULTING September 2014 - Present
PRECISION DIALOGUE August 2013 - August 2014
INDEPENDENT / THIRD PARTY CONSULTING March 2007 - July 2013
BEA SYSTEMS February 2005 - February 2007
BANK OF AMERICA March 2003 - October 2004
SBC COMMUNICATIONS (AT&T) June 2002 - August 2002
IXL August 2000 - December 2001
BANK OF AMERICA July 1995 - July 2000
Skills
Analytics, Business Intelligence, Digital Marketing, Marketing Strategy, Database Marketing, Segmentation, Competitive Analysis, Market Research, Direct Marketing, Web Analytics, Customer Insight, Cross-functional Team..., Data Analysis, Integrated Marketing, Strategic Planning, Interactive Marketing, B2B Marketing, Strategy, SQL, Consumer Insights, Business Analytics, Competitive Intelligence, SPSS, Market Analysis, Dashboards, Marketing Management, Search, Business Analysis, Digital Media, Strategic Consulting, Customer Analytics, Campaign Management, Marketing Automation, Adobe (Omniture)..., comScore, Nielsen, Experian Hitwise, Google Analytics, SAP Business Objects, SAS Enterprise, WebTrends Analtyics
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
M.B.A., Strategy & FInance
Washington University in St. Louis
B.A., Economics & Art History
24 Hour Fitness June 2011 - Present
Morgan, Lewis & Bockius LLP July 2008 - June 2011
Payne & Fears LLP September 2004 - June 2008
Bank of America 1999 - 2001
Skills
Employment..., Wage & Hour, Employment Law, Litigation, Negotiation, Management, Litigation Management, Civil Rights Law, Strategy, Legal Compliance, Corporate Governance, Document Review, ADEA, Privacy Law, Pleadings, Alternative Dispute..., Americans with..., Hearings, Client Counseling
Education
University of California, Berkeley - School of Law 2001 — 2004
Doctor of Law (JD)
University of North Carolina at Chapel Hill 1995 — 1999
BA, Economics
U.S. Bank January 2013 - Present
Northwestern Mutual 2012 - 2013
Bank of America 2010 - 2012
Textbooks Inc. January 2009 - March 2010
The Freeman Company 2005 - 2009
Textbooks Inc. July 2001 - December 2005
Skills
FHA, Referrals, Sales, Management, Leadership, First Time Home Buyers, Customer Service
Education
University of California, Berkeley 1996 — 2000
Bachelor's degree, Political Science and Government
Los Alamitos High School 1992 — 1996
AmericanWest Bank April 2012 - Present
Mutual of Omaha Bank April 2005 - February 2012
Washington Mutual December 2001 - April 2005
Communications Services, Inc. December 2000 - December 2001
Bank of America March 1980 - September 2000
Skills
Underwriting, Credit Risk, Financial Analysis, Risk Management, Relationship Management, Sales Management, Financial Risk, Strategic Planning, Refinance, Commercial Banking, Small Business
Education
Pacific Coast Banking School 1994 — 1996
University of California, Berkeley 1975 — 1978
Bachelor of Science (B.S.), Finance and Transportation
Bank of America 2000 - Present
Banc of America Securities June 2009 - June 2011
Skills
Banking, Capital Markets, Portfolio Management, Financial Risk, Credit Risk, Investment Banking, Risk Management, Credit, Derivatives, Financial Services, Financial Modeling, Equities, Credit Analysis, Financial Analysis, Operational Risk
Education
University of California, Berkeley
Chandler Consulting April 2011 - Present
Bank of America January 2007 - March 2011
Kantar Group July 2003 - December 2007
Skills
Statistics, Market Research, Quantitative Research, Data Analysis, Regression Analysis, Economics, Project Planning, Researching New..., Computer Science, Customer Service, Management, Business Analysis, Econometric Modeling, Writing, Business Planning, Qualitative Research, Research Design, Marketing Analytics, Analysis, Data Mining
Education
University of California, Berkeley 1999 — 2003
BS/BA, Business Administration/Statistics
JPMorgan Chase June 2013 - Present
Bank of America May 2010 - June 2013
Skills
Credit, Loans, Credit Analysis, Banking, Commercial Banking, Relationship Management, Portfolio Management, Commercial Real Estate, Trade Finance, C&I Lending, Cash Management, Lines Of Credit, Loan Origination, Small Business Lending, Commercial Lending
Education
University of California, Berkeley 2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature
Bank of America July 2011 - Present
Sears Holdings Corporation April 2010 - May 2011
Building Opportunities for Self-Sufficiency (BOSS) September 2008 - May 2009
Skills
Business Analysis, Financial Analysis, Finance, Banking, Exceed Sales Goals, Customer Service, Building Relationships, Microsoft Office, Microsoft Excel, Spanish, Analytics, Management, Sales, Portfolio Management, Marketing, Leadership
Education
University of California, Berkeley 2005 — 2010
B.A, Economics
Capital Group June 2014 - Present
Bank of America May 2013 - February 2014
Bank of America November 2011 - May 2013
Bank of America September 2009 - November 2011
Bank of America January 2008 - September 2009
COUNTRYWIDE BANK September 2006 - January 2008
NAVIGANT CONSULTANT, INC August 2004 - August 2006
Skills
Analysis, Cross-functional Team..., Microsoft Excel, Finance, Leadership, Management, Banking, Sales, Financial Modeling, Access, Financial Analysis, Risk Management, Business Strategy, Management Consulting, Market Research, Corporate Finance, Data Analysis, Business Development, Analytics, Strategy, Business Analysis, Investments, Project Management, Mergers & Acquisitions
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2009 — 2011
Full Time M.B.A, Business Strategy & Marketing
UC Berkeley 2000 — 2004
BA, Economics
San Francisco RBI September 2015 - Present
San Francisco Giants February 2013 - July 2015
Various Burlingame Organizations 1998 - July 2015
Camp for a Cause, www.campsforacause.org August 2013 - September 2014
Bank of America 1989 - 2001
KRON-TV 1991 - 1992
KTVU 1990 - 1991
Skills
Budgets, Advertising, Product Management, Social Media Marketing, Social Media, Event Management, Marketing Strategy, Sales Management, Sponsorship, Customer Service, Marketing, Nonprofits, Strategic Planning, Event Planning, Fundraising, Sports, Public Relations, Social Networking, Coaching
Education
University of San Francisco 2014 — 2016
Master of Arts (M.A.), Sport Management
University of California, Berkeley
BA, Political Economics
Cobalt Marketing & Communications June 2009 - Present
General Business June 2006 - Present
Visa USA November 2008 - January 2009
CHME /California Home Medical Equipment October 2008 - January 2009
San Mateo Unified High School District March 2008 - May 2008
CalCPA February 2007 - May 2007
Notre Dame de Namur University September 2006 - January 2007
BANK OF AMERICA, August 1985 - March 2000
Skills
Microsoft Office, Microsoft Excel, Databases, Editing, Customer Service, Microsoft Word, PowerPoint, Access, Proofreading, Accurate Data Entry
Education
Lowell High School, San Francisco, CA
High School Diploma
University of California, Berkeley
BA, Anthropology
Wells Fargo April 2011 - June 2012
Kaiser Foundation Health Plan 2007 - 2010
Kaiser Foundation Health Plan 2004 - 2007
Echo Rock Ventures, Inc 2003 - 2004
University of California, Office of the President 2002 - 2003
Charles Schwab 2000 - 2001
Absolute Consulting Group 2000 - 2001
Electronic Data Systems (EDS) 1995 - 1999
Bank of America 1986 - 1994
Education
University of California, Berkeley
City of Sarasota December 2011 - Present
MedX Solutions November 2009 - December 2011
janabai.com July 2006 - December 2011
Anexio 2007 - 2008
PCM Networking 2000 - 2006
Bank of America October 1999 - November 2000
buzzhits.com (bought out by Shazam) October 1998 - 1999
Headlands Mortgage 1997 - 1998
CompuCom April 1995 - December 1996
CompuCom Systems, Inc 1995 - 1996
Skills
Network Design, Cisco, Security, Integration, Novell, VoIP, CCNA, Active Directory, Virtualization, Windows, VMware, Network Administration, Troubleshooting, Network Security, Windows Server, SQL Server, SQL, Disaster Recovery, Windows Server 2008, Linux, TCP/IP, System Administration, Cloud Computing, Firewalls, Switches, CCNP, Hardware, VPN, Data Center, Servers, WAN, Windows Server 2003, Microsoft Office, Networking, Routers, Cisco Technologies, Microsoft SQL Server, Microsoft Exchange
Education
Santa Barbara City College 1991 — 1993
Office Automation and Networking
University of California, Santa Barbara 1988 — 1992
Office Automation
University of California, Berkeley 1964 — 1968
BS
City of Santa Clara April 2015 - Present
Menlo-Atherton High School September 2013 - Present
Blink Awards June 2013 - September 2013
San Mateo County Division of Parks June 2013 - August 2013
Puente Project January 2012 - May 2013
Waves of Hope July 2012 - August 2012
ALearn June 2011 - July 2011
Bank of America July 2010 - March 2011
Macy's December 2007 - January 2010
Chili's June 2009 - August 2009
Skills
Microsoft Office, Community Outreach, Spanish, Research, Public Speaking, Tutoring, Sales, Grant Writing, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Teaching
Education
University of California, Berkeley 2009 — 2013
Political Economy and Global Poverty and Practice minor
Bank of America April 2012 - Present
Bank of America 2008 - February 2012
Countrywide Securities Corp 2007 - 2008
Countrywide Home Loans, Inc. 1999 - 2007
Skills
Credit Risk, Risk Management, Counterparty Risk, Credit, Analysis, Finance, Financial Risk, Banking, Risk Assessment
Education
University of California, Berkeley 1981 — 1985
Bachelor's, English
Bank of America March 2013 - Present
Bank of America June 2011 - Present
Bank of America April 2011 - June 2011
Union Bank June 2010 - April 2011
Bank of America August 2007 - April 2009
Bank of America October 2005 - July 2007
Skills
Risk Management, Retail Banking, Business Process, CRM, Insurance, Sales, Banking, Cross-functional Team..., Leadership, Financial Risk, Project Management, Budgets, Enterprise Software, Executive Management, Credit, Retail, Human Resources, Customer Service, Mortgage Lending, Financial Analysis, Customer Experience, Process Improvement, Relationship Management
Education
University of California, Berkeley 1987 — 1993
BS, Interdisciplinary Sciences
Mitty 1984 — 1987
Google July 2013 - Present
Deloitte June 2012 - August 2012
IBM 2010 - August 2011
IBM 2008 - 2010
IBM 2006 - 2008
USC February 2006 - April 2006
Bank of America 2005 - 2006
Skills
Management Consulting, Engineering, Software Project..., Cloud Computing, Product Management, Strategy, Technology Product..., Software Development, SQL, Business Operations, SDLC, Management, Business Development, Competitive Analysis, Leadership, Requirements Analysis, Consulting, Analysis, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
MBA, General Management
University of Southern California - Viterbi School of Engineering 2005 — 2006
MS, Computer Science
National Institute of Technology Jalandhar India 2000 — 2004
B-Tech, Computer Science and Engineering
Carmel 1988 — 1998
Diploma, Science
Bank of America September 2005 - February 2015
Wells Fargo Services June 2002 - July 2005
Boreal Mountain Resort January 2000 - April 2003
Sierra College March 2002 - May 2002
McKesson Corporation March 1996 - September 2001
Oracle Corporation October 1995 - March 1996
Netcom Online Communications June 1992 - October 1995
Skills
Enterprise Software, Leadership, Management, Product Management, Vendor Management, Integration, Program Management, Business Analysis, Process Improvement, Business Intelligence, PowerPivot, Predictive Analytics, Capacity Planning, Microsoft Excel, PowerPoint, Software Project..., Information Security, Database Administration, Technical Presentations
Education
University of California, Berkeley 1987 — 1991
BS, Molecular and Cellular Biology, Genetics Emphasis
University of California at Davis
Computer Science
NVR, Inc. August 2013 - Present
NVR, Inc. January 2012 - August 2013
Bank of America December 2009 - January 2012
Wells Fargo April 2008 - June 2009
GreenPoint Mortgage February 2006 - December 2007
GreenPoint Mortgage March 2002 - February 2006
Wells Fargo February 2001 - August 2002
Skills
Sales, Sales Management, Mortgage Banking, Mortgage Lending, Loan Origination, Loans, FHA, Refinance, Lead Generation, Real Estate, USDA, Banking, New Business Development, Management, Leadership, Real Estate Transactions, CRM, Customer Service
Education
Redondo Union High School 1989 — 1993
University of California, Berkeley
Bachelor of Arts (B.A.)
Redwood Mortgage May 2014 - Present
First Republic Bank April 2012 - April 2014
PENSCO Inc April 2010 - March 2012
The Mortgage Acquisition Corporation May 2009 - November 2009
Redwood Mortgage February 2008 - March 2009
Washington Mutual, Inc. June 2003 - December 2007
Berkshire Mortgage Finance June 2002 - June 2003
Bank of America June 1998 - July 2001
Skills
Real Estate Finance, Loans, Underwriting, Mortgage Lending, Mortgage, Credit, Investments, Portfolio Management, Asset Management, Real Estate Economics, Due Diligence, Commercial Mortgages, Finance, Banking, Referrals, Financial Analysis, Commercial Real Estate, Real Estate, Investment Properties, Financial Services
Education
University of California, Berkeley 1988 — 1989
Bach of Science, Business Administration
James Logan HS 1979 — 1983
High School, College Prep Courses, 3.87
Bank of America September 2006 - Present
Law Offices of Nicole Fraser June 2010 - August 2010
Education
University of California, Berkeley 2009 — 2011
B.A., Legal Studies, Legal
U.S. Bank April 2008 - Present
American Bankers Association September 2014 - Present
US Trust Company May 2004 - September 2006
Wells Fargo Private Client Services April 1999 - November 2003
Wells Fargo 1999 - 2003
ABN AMRO Asset Mgmt (USA) January 1998 - April 1999
U.S. Bank March 1994 - November 1997
Wells Fargo 1987 - 1993
Bank of America 1977 - 1986
Skills
Portfolio Management, Asset Managment, Wealth Management, Investments, Hedge Funds, Equities, Alternative Investments, Private Equity, Investment Strategies, Banking, Investment Management, Capital Markets, Strategic Financial..., Risk Management, Fixed Income, Public Speaking, Public Relations, Compliance, Client Development, Technical Writing, Strategic Leadership, Thought Leadership, Technical Leadership, Series 7, Asset Management, Mutual Funds, Securities, Investment Advisory, Asset Allocation, Management, Financial Services, Financial Planning, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1987 — 1992
MBA, Finance
University of California, Davis 1975 — 1977
BS, Ag Science & Management
Bank of America November 2009 - Present
Education
University of California, Berkeley
BA, Applied Mathematics with Concentration in Computer Science
Bloomingdale's, Macy's Inc October 2014 - Present
Bank of America March 2014 - September 2014
Time Inc. January 2014 - March 2014
Time Inc. October 2012 - December 2013
Time Inc. January 2012 - October 2012
Time Inc. July 2011 - December 2011
Cathay Home Inc. February 2011 - May 2011
Pfizer Pharmaceuticals June 2010 - August 2010
Alvin Ailey American Dance Theater 2010 - 2010
Barnes & Noble March 2006 - August 2009
Skills
Analytics, Competitive Analysis, Market Research, Strategy, Financial Modeling, Customer Insight, Data Analysis, Marketing Strategy, Business Strategy, Digital Marketing, Segmentation, Marketing, Project Management, Management, Analysis, Strategic Planning, Cross-functional Team..., Leadership
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Marketing and Finance
University of California, Berkeley 1999 — 2002
BA, Economics
Lowell HS
i September 2013 - Present
WildPackets 2007 - 2013
Bank of America 1998 - 2006
Pacific Bell 1991 - 1998
Integral Systems 1986 - 1991
Skills
See my resume!
Education
University of California, Berkeley
Bachelor of Arts (BA)
Palmieri, Tyler et al October 2012 - Present
Legal Aid Society of Orange County December 2011 - Present
Cohen & Lord, a P.C. January 2011 - September 2012
The Guardian UK September 2008 - August 2012
Hastings Business Law Journal August 2009 - May 2010
Hon. Susan Illston, United States District Court January 2010 - April 2010
Hon. Stuart Pollak, California Court of Appeal August 2009 - December 2009
California Department of Justice, Office of the Attorney General May 2009 - August 2009
Legal Aid Society of Orange County May 2008 - August 2008
Bank of America March 2006 - December 2006
Skills
Litigation, Legal Research, Legal Writing, Mergers, Analysis, Product Liability, Workers Compensation, Civil Litigation, Commercial Litigation, Corporate Law, Mergers & Acquisitions, Business, Employment Law, Nonprofits, Mediation, Intellectual Property, Licensing, Westlaw, Public Speaking
Education
University of California, Hastings College of the Law 2007 — 2010
J.D., Law
University of California, Berkeley 2003 — 2005
B.A., Economics, History
Wells Fargo March 2013 - Present
Professional Salutations dba Marketplace Magazines September 2012 - December 2013
First Republic Bank July 2012 - August 2012
Wells Fargo Bank March 2011 - December 2011
Bank of the West August 2005 - December 2010
Bank of America January 2003 - April 2005
Bank of America July 1997 - December 2002
Bank of America July 1987 - July 1997
Bank of America July 1976 - July 1987
Skills
Managerial Experience, Communications, Risk Management, Process Development, Process Improvement, Training & Development, Operations Management, Operations, Crisis Management, Crisis Communications, Performance Management, Customer Service, Customer Satisfaction, Merger Communications, Acquisition Integration, Compliance, Project Implementation, Project Delivery, Contingency Planning, Loss Prevention, Loss Analysis, Loss Mitigation, Risk Assessment, Cross-functional Team..., Executive Communications, Publicity, Administrative Support, Mergers, Gap Analysis, Management, Banking, Operational Risk..., Operational Risk, Vendor Management, Financial Risk, Retail Banking, Business Process..., Project Management, Change Management, Team Building, Coaching, Business Analysis, Team Leadership, Cash Management, Visio, Leadership, Consultants, Accounting, Analysis, Financial Services
Education
University of California, Berkeley 1974 — 1976
Journalism
Richmond High School Class of 1974 1970 — 1974
Contra Costa Community College
ATM Real Estate, Inc. March 2011 - Present
Novartis Vaccines and Diagnostics February 2009 - August 2012
Hall & Hall Event Designs November 1995 - December 2008
Kaiser Permanente March 1999 - June 2007
Bank of America November 1985 - March 1999
Skills
Employee Benefits, Human Resources, Accounting, Financial Analysis, Marketing Strategy, Sales, Leadership Development, Insurance, Research, Social Media, Data Analysis, Real Estate, Public Relations, Change Management, Writing, Financial Reporting, Program Management, Talent Management, Referrals, Commercial Real Estate, Pharmaceutical Industry, Vendor Management, New Home Sales, Marketing, Strategic Planning, Leadership, Negotiation, System Administration, REO, Customer Service, Microsoft Excel, Selling, Finance, Property Management
Education
University of California, Berkeley
Wells Fargo April 2012 - Present
In Transition November 2011 - April 2012
Wells Fargo August 2006 - October 2011
Wells Fargo December 2000 - July 2006
Bank of America June 1995 - November 2000
Chevron February 1988 - April 1993
Skills
Strategic Planning and..., Financial Analysis and..., Budgeting..., Risk and Quantitative..., Business and Financial..., Business Driver..., Pricing Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1995
MBA, Finance
Universtiy of Idaho 1983 — 1987
BS, Accounting
Oak Knoll Services June 1997 - Present
IBM 2010 - 2013
IBM Global Business Services June 1999 - July 2008
Hitachi Data Systems February 1998 - May 1999
Federal Express September 1997 - February 1998
Hitachi Data Systems February 1997 - September 1997
Innovative DP designs September 1995 - February 1997
E-Net June 1989 - August 1995
Bank of America August 1988 - February 1989
Blue Cross of California March 1982 - September 1986
Education
University of California, Berkeley 1972 — 1974
none, Business
Balance Point Group 2009 - Present
Abeles and Associates January 2005 - January 2009
BlessingWhite, Inc. 2006 - 2008
Lee Hecht Harrison 1995 - 2007
Bank of America 1979 - 1994
Kaiser Engineers 1978 - 1979
Skills
360 Feedback, Product Development, Succession Planning, Executive Coaching, Leadership, Leadership Development, Public Speaking, Change Management, Training, Coaching, Organizational..., Workshop Facilitation, Career Counseling, Career Development, Consulting, Strategy, Talent Management, Executive Development, Culture Change, MBTI, Organizational..., Career Management, Emotional Intelligence, Organizational Design, Management Development, Start-ups, Management Consulting, Employee Engagement, Performance Improvement, Thought Leadership, Performance Management, Personal Development, Executive Positions, Personnel Management, HR Consulting, Training Delivery, Workforce Planning, Business Coaching, Organizational Learning, Human Capital, Cultural Transformation, Psychometrics, Executive Management, Employee Training, Conflict Resolution, Instructional Design, Onboarding, Facilitation, Appreciative Inquiry
Education
University of California, Berkeley 1974 — 1978
BA
Bardeen Business Consulting June 1997 - Present
E-Myth Worldwide June 1993 - June 1997
Bank of America January 1977 - January 1987
Skills
Entrepreneurship, Management Consulting, Cash Flow Forecasting, Executive Coaching, Business Development, Small Business, Marketing Strategy, Team Building, Consulting, Leadership, Strategic Planning, Business Coaching, Sales, Training, Operations Management
Education
University of California, Berkeley, Haas School of Business 1974 — 1976
MBA, International Business
UCSF Benioff Children's Hospital Oakland April 2014 - Present
Children's Hospital & Research Center June 2012 - April 2014
Bank of America 2006 - 2008
FICO 1995 - 2006
Skills
Healthcare, Agile Methodologies, Credit, Business Analysis, Management Consulting, Risk Management, Financial Risk, Analytics, Market Research, Predictive Modeling, Strategy, Management, Segmentation, SaaS, Marketing, Data Analysis, Product Management, SAS, Big Data, Business Intelligence, Financial Services, Credit Cards, Data Mining, SQL, Business Analytics, Statistical Modeling, Banking, Credit Risk
Education
University of California, Berkeley
University of California, Berkeley, Haas School of Business
Washington Mutual 2002 - 2008
Appliant.com 1999 - 2002
Bank of America 1980 - 1999
Computer Associates, Inc 1989 - 1997
Skills
Mainframe, JCL, Requirements Analysis, DB2, COBOL, SQL, MVS, CICS, TSO, Visio, Software Development, Disaster Recovery
Education
University of California, Berkeley 1976 — 1979
MA, Visual Design
University of California, Berkeley 1965 — 1971
BS, Mathematics
CIT December 2014 - Present
Bank of America May 2012 - November 2014
Bank of America September 1998 - May 2012
Bank of America June 1987 - September 1998
Skills
Risk Management, Loans, Project Management, Loan Work-outs, Teaching, Negotiation, Analysis, Credit Risk, Credit, Capital Markets, Portfolio Management, Credit Analysis, Banking, Corporate Finance, Valuation, Financial Modeling, Commercial Banking, Leveraged Finance, Financial Analysis, Green Belt
Education
University of Virginia Darden School of Business 1985 — 1987
MBA
University of California, Berkeley 1978 — 1982
AB, Political Science
Mortgage Services Professionals, a division of RPM Mortgage 2011 - Present
MetLife Home Loans October 2010 - October 2011
Bank of America March 2008 - October 2010
Countrywide Home Loans April 2005 - March 2008
Washington Mutual June 2001 - April 2005
Johns Manville 1995 - 1999
Skills
Loan Documentation, Loan Closing, Housing Finance, Loan Origination, Mortgage Underwriting, Loan Structuring, Mortgage Lending, FHA financing, VA loans, Jumbo, Non-Conforming, Conventional, Conforming, Residential Mortgages, Loans, Real Estate, Investors, Condos, Closings, FHA, First Time Home Buyers, Refinance, Underwriting, Financial Structuring, Real Estate Financing, Investments, Mortgage Banking, Credit, Investment Properties, REO, Referrals, FHA Financing, VA Loans
Education
UC Berkeley 1990 — 1994
Bachelor of Arts, Psychology
IBM May 2012 - Present
Radaptive June 2010 - June 2012
Microsoft June 2010 - May 2012
Paradigm Management Services February 2008 - May 2010
Safeway April 2007 - January 2008
H&R Block December 2006 - April 2007
Bank of America October 2005 - November 2006
Skills
Business Analysis, Management, Agile Methodologies, Product Management, Cross-functional Team..., Project Management, Software Project..., Program Management, Analytics, Software Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Manitoba 2001 — 2005
B.Sc, Computer Engineering
Surplus Line Association of California July 2014 - July 2015
State Chemical Solutions December 2013 - July 2014
Bank of America September 2012 - November 2013
National Park Service June 2010 - November 2010
The Marketing Arm June 2008 - October 2009
Skills
Data Analysis, Management, Leadership, Motivational Speaking, Business Development, Quantitative Analytics, Financial Analysis, Risk Management, Portfolio Management, Program Management, Analytics
Education
University of California, Berkeley 2010 — 2012
Bachelor's Degree, Concentration in Environmental Economics & Policy
Yonsei University 2011 — 2011
Study Abroad - International Summer School, International Economics and Korean Language
Bank of America 2009 - 2015
Merrill Lynch 1992 - 2009
The Walt Disney Internet Group 1998 - 2001
General Cellular Corporation (now Alltel) 1988 - 1992
Computerland Corporation 1983 - 1988
Skills
Securities Regulation, Mergers, Software Licensing, Intellectual Property, Mergers & Acquisitions, Corporate Law, Capital Markets, Risk Management, Complex commercial..., Legal Writing, E-commerce, Securities, Alternative Investments, Derivatives, Business Development, Due Diligence, Outsourcing, Management, Operational Risk, AML, Negotiation, Financial Markets, Financial Regulation, Private Equity, Asset Management, Structured Finance, Corporate Governance, Structured Products, Financial Services, Joint Ventures, Corporate Finance, FINRA, Litigation Management, Prime Brokerage, Licensing
Education
University of California, Berkeley - School of Law 1977 — 1980
JD, Law
University of California, Santa Cruz 1972 — 1976
Bachelor’s Degree
Bank of America March 2015 - Present
Citi March 2014 - March 2015
Bank of America September 2011 - March 2014
Bank of America September 1999 - August 2011
Bank of America February 2008 - May 2008
Bank of America January 1998 - September 1999
Skills
Management, Banking, Loans, Retail Banking, Mortgage Lending, Portfolio Management, Credit, Loan Origination, Personnel Management, Talent Development, Operational Risk..., Internal Audit, Budget Monitoring, Customer Experience..., Data Analysis, Recruiting, Expense and Cost..., Consumer Lending, Relationship Management, Mortgage Banking, Risk Management, Credit Analysis, Cross Selling, Leadership, Financial Analysis, Sales Management, Strategic Planning, Financial Services
Education
University of California, Berkeley 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Mass Communications
University of California, Berkeley
Bachelor of Arts (BA), Political Science, Mass Communications
University of California-Berkeley
Bachelor of Arts, Political Science and Mass Communications
F. Korbel & Bros., Inc October 2012 - Present
Hanna Boys Center March 2000 - December 2012
Chevys Restaurants 1996 - 1999
Bank of America 1989 - 1996
Deloitte 1986 - 1989
Skills
Budgets, General Ledger, Cost Accounting, Microsoft Excel, Accounting, Accounts Payable, Nonprofits, Accounts Receivable, Financial Reporting, Strategic Planning, Internal Controls, QuickBooks
Education
University of California, Berkeley 1984 — 1986
BS, Accounting and Business/Management
Bank of America May 2015 - Present
Citi December 2001 - July 2012
Wells Fargo October 1989 - August 2000
A-Color-A-Day Printing & Stationery Company February 1982 - February 1989
Skills
Management, Leadership, Banking, Credit, Customer Service, Investments, Portfolio Management, Sales, Financial Services, Retail Banking, Financial Analysis, Loans, Public Speaking, Mortgage Lending, Relationship Management
Education
University of California, Berkeley 1985 — 1988
Bachelor’s Degree (B.A.), Liberal Arts and Sciences/Legal Studies
College of Alameda, Alameda, California 1983 — 1985
Associate of Arts (A.A.), General Studies
Dolmetscher und Sprachen Institute, Munich, Germany 1979 — 1981
Diploma, German language and history
Skyline High School, Oakland, California 1973 — 1976
Diploma, General Studies
LeaderPowertools September 2004 - Present
JFK University 2008 - 2009
Levi Strauss & Co. 1994 - 1999
Bank of America 1986 - 1990
Skills
Leadership, HRIS, Coaching, Human Resources, Executive Coaching, Leadership Development, Recruiting, Training, Technical Recruiting, Talent Management, Organizational..., Employee Engagement, Strategic Partnerships, Sourcing, Management Consulting, Program Management, Strategy, Strategic Planning, Start-ups, Workshop Facilitation, Personal Development, Interviews, Organizational..., Management, Public Speaking, Talent Acquisition, Personnel Management, Entrepreneurship, Business Development, Team Building, Onboarding
Education
University of California, Berkeley 1988 — 1990
MBA, Business
UBS February 2006 - Present
Bank of America September 2001 - February 2006
Education
University of California, Berkeley
Bachelor's degree, Philosophy, Politics, and Economics
BankoftheWest August 2007 - Present
Bank of America September 1983 - March 2007
Skills
MS Project, Vendor Management, Project Management, SharePoint, Consulting, Microsoft Excel, Microsoft Word, Project Planning, Strategic Planning, Team Building, Leadership, Team Management, Systems Analysis, Business Analysis, Requirements Analysis, Business Process..., SDLC, Risk Management, Disaster Recovery, Process Improvement, Software Documentation, Cross-functional Team..., Management, Banking, Program Management, PMP, Budgets
Education
University of California, Berkeley 2004 — 2006
Certificate in Project Mangement, PMP Project Management
Pasadena City College 1990 — 1994
AA and Ceriticate in Computer Information Systems
BMO Capital Markets June 2014 - Present
BMO Capital Markets October 2013 - June 2014
Bank of America October 2012 - October 2013
Bank of America June 2011 - October 2012
Storm Ventures May 2010 - July 2010
Alcatel-Lucent June 2009 - August 2009
Skills
Spanish, Microsoft Office, Stata, Photoshop, Lisp, AMPL, Tamil, Statistics, Economics, Matlab, Data Analysis, Access, SQL, Visual Basic, Java, Databases, Financial Modeling, Entrepreneurship, Quantitative Analytics
Education
University of California, Berkeley 2007 — 2011
B.A., Economics
Stanford University January 2004 - Present
--Self employed February 1988 - January 2008
Bank of America October 1981 - September 1985
Skills
Teaching, Microsoft Office, Word, Excel, Access, Windows, Data Analysis, Writing, Analysis, PowerPoint, Lecturing, Problem Solving, Visual Basic, Programming, Science, Microsoft Excel, Statistics, Databases, Microsoft Word, Financial Analysis, Management, Business Analysis
Education
University of Houston 1978 — 1981
Chemistry/Biology
University of California, Berkeley
Biology
Bank of America April 2012 - Present
Sidley Austin, LLP August 2010 - December 2011
A.T. Kearney May 2009 - July 2009
Wells Fargo Bank January 2001 - July 2006
Congressman Howard Berman August 1999 - January 2000
Los Angeles City Council, Councilman Michael Feuer May 1998 - August 1998
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
Masters in Business Administration, Entrepreneurship
University of California, Hastings College of the Law 2006 — 2010
Juris Doctor, Venture Capital, Securities, Economic Development
University of California, Berkeley 1997 — 2001
Bachelor of Arts, Political Science
Chase January 2013 - Present
Bank of America August 2007 - February 2011
BankUnited April 2005 - September 2007
Wells Fargo September 2002 - April 2005
Skills
Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Financial Services, Start-ups, Cross Selling, Leadership, CRM, Mutual Funds, Wealth Management, Securities, Management, Business Development, Investment Properties, Series 6, Series 63, Virtual Currency, Bitcoin, ACH, SWIFT Payments, KYC, Anti Money Laundering
Education
University of California, Berkeley 1994 — 2016
Bachelor of Arts (B.A.), Entrepreneurship/Entrepreneurial Studies
Peacock Environmental, Inc. dba Bay Area Disaster Relief January 2012 - Present
Restoration Company April 1996 - October 2011
Accurate Associates, Inc. May 1989 - April 1996
Bank of America January 1982 - April 1989
Skills
Customer Service, Teaching, Public Speaking, Applied Structural..., Emergency Services, Mold Remediation, Continuing Education in..., Continuing Education in..., Continuing Education in..., Fire Restoration, Asbestos, Restoration, Structural Drying, Water Damage Restoration, Contract Negotiation, Remediation, Real Estate, Fire Management, Commercial Real Estate, Construction, Small Business
Education
University of California, Berkeley 1972 — 1976
Bachelor of Business Administration (BBA), Real Estate and Finance
Infinitedge Partners April 2013 - Present
Infinitedge Partners January 2013 - April 2013
Vios Asset Management August 2012 - December 2012
Bank of America May 2009 - August 2009
SCORE! Educational Centers June 2007 - December 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, C, Java, SQL, Visual Basic, R, Statistics, Valuation, Market Research, Investments, Economics, Analysis, Capital IQ, Investment Banking, Financial Modeling
Education
UC Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Economics, Statistics
Blue Shield of California September 2011 - Present
Firemans Fund Insurance Company July 2009 - September 2011
Babcock & Brown February 2007 - September 2008
Charles Schwab October 2006 - January 2007
Celebrity Cruises October 2005 - June 2006
Federal Home Loan Bank of San Francisco January 2005 - July 2005
SBC and CSAA December 2003 - July 2004
Bank of America March 1994 - December 2002
Skills
Program Management, PMP, Business Analysis, ITIL, Vendor Management, Project Management, Integration, Data Center, SharePoint, IT Strategy, Management, Change Management, SDLC, Disaster Recovery, Quality Assurance, Software Development, Strategy, Enterprise Software, Software Documentation, Information Technology, Enterprise Architecture, Risk Management, Testing, Project Planning, PMO, Project Portfolio..., Scrum, Requirements Gathering, IT Management, Business Process..., Business Process
Education
University of California, Berkeley 2003 — 2005
Project Management Certification with Honors, Business
Google October 2015 - Present
Princeton Capital July 2012 - October 2015
USBank April 2011 - April 2012
JPMorgan Chase September 2009 - April 2011
Bank of America January 2008 - October 2009
Countrywide Mortgage January 2008 - March 2008
WaMu 2005 - 2007
Wells Fargo 2003 - 2005
Citimortgage 2002 - 2003
Endymion Systems 1999 - 2000
Skills
Project Management, Vendor Relations, Networking and..., Voice and Data..., Disaster Recovery, Troubleshooting, Level 2 Technical..., Budget Analysis, Feasibility Studies, Workflow Analysis, Cost Benefit Analysis, Hardware and software..., Inventory Control, What If Scenarios, Outstanding Customer..., Verbal and..., graphics/ powerpoint..., Sales/Forecasting, Team Leadership, Investment Properties, Mortgage Lending, Real Estate, First Time Home Buyers, Sales, Loans, Real Estate Transactions
Education
University of California, Berkeley 1977 — 1981
Bachelor's Degree, Biology
UC Berkeley Extension 1996 — 1997
Certification, Networking and Telecommunications
First Republic Bank December 2009 - Present
JPMorgan Chase November 2008 - January 2009
Washington Mutual September 2004 - November 2008
Kanisa 2003 - 2004
Ask Jeeves 1999 - 2003
Jeeves Solutions 1999 - 2003
Bank of America 1994 - 1999
Education
University of California, Berkeley 1990 — 1994
BA
Silicon Valley Startups and Industry Leaders June 2010 - Present
LegalZoom 2012 - June 2014
SpotMixer.com 2009 - 2011
Intuit 2003 - 2007
Intuit 2003 - 2005
Respond.com 1999 - 2000
Bank of America 1996 - 1999
NPD 1996 - 1997
Skills
Email Marketing, Direct Marketing, Marketing Strategy, Online Marketing, Product Marketing, Marketing Communications, Online Advertising, SEM, Database Marketing, Marketing, Product, Integrated Marketing, Multi-channel Marketing, Strategy, Strategic Partnerships
Education
UC Berkeley Haas School of Business 1991 — 1993
MBA
BB&T Capital Markets July 2010 - Present
Bank of America May 2009 - June 2010
Banc of America Securities LLC June 2000 - February 2009
Haley & Aldrich June 1995 - August 1998
The Maguire Group, Inc. October 1993 - August 1994
Skills
Syndications, Capital Markets, Commercial Lending, Corporate Finance, Due Diligence, Financial Structuring, Investment Banking, Leveraged Finance, Loans, Portfolio Management, Structured Finance, Credit Analysis, Investments
Education
Yale School of Management 1998 — 2000
MBA
University of California, Berkeley 1994 — 1995
MS
University of Massachusetts, Amherst 1989 — 1993
BS
The Blackstone Group April 2014 - Present
J.P. Morgan July 2012 - March 2014
Bank of America April 2006 - July 2010
Bank of America February 2005 - April 2006
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Asset Managment, Equities, Bloomberg, Risk Management, Banking, Process Improvement, Capital Markets, Derivatives, Analysis, Asset Management, Investments, Business Analysis, Mergers & Acquisitions, Analytics
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
MBA, Finance
University of California, Berkeley 2002 — 2004
BS, Electrical Engineering, Minor in Business
Home Point Financial April 2015 - Present
PwC May 2011 - March 2015
Bank of America June 2007 - May 2011
People's Choice October 2005 - February 2007
Peoples Choice 2005 - 2007
Indy Mac Bank August 2004 - October 2005
Option One Mortgage June 1998 - August 2004
Skills
Mortgage Lending, Loans, Finance, Securitization, Analysis, Strategy, Mortgage Banking, Risk Management, Capital Markets, Banking, Structured Finance, Valuation, Credit Risk, Residential Mortgages, Loan Servicing, Loss Mitigation
Education
Culver Military Academy
University of California, Berkeley
Bachelor's of Science, Finance and Marketing
Great Plains National Bank Sr Loan Processor/Underwriter Assistant/Loan OriginatorSan Francisco Fire Credit UnionJuly 2013 - September 2013
Bank of America July 2012 - December 2012
ING DIRECT July 2009 - July 2012
ING DIRECT September 2007 - February 2009
OlympiaWest Mortgage Group, Inc 2003 - 2006
Greenpoint Mortgage Company September 1997 - March 2002
Skills
Mortgage Lending, Loss Mitigation, Default, Loans, Mortgage Banking, Real Estate, Portfolio Management, Underwriting, Short Sales, Refinance, Call Centers, Residential Mortgages, Management, Sales, Foreclosures, Training, Leadership, Mortgage Servicing, Credit, Loan Origination, Mortgage Underwriting, Credit Analysis, Loan Modifications, Banking, FHA
Education
University of California, Berkeley
BA, Psychology
Bank of America October 2010 - Present
Bank of America June 2008 - October 2010
Bank of America June 2008 - October 2010
bank of america December 2007 - June 2008
Tut Systems September 2000 - December 2002
The Money Store 1995 - 2000
Education
University of California, Berkeley
Bank of America September 2001 - October 2012
Skills
Outlook, Administrative..., Banking, Legal Research, Microsoft Excel
Education
UC Berkeley 2011 — 2013
Ungergraduate, Social Work
UC Berkeley
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
Victoria George and Associates 2015 - Present
UC Berkeley School of Public Health Alumni Board 2014 - Present
Kaiser Permanente 2009 - 2015
Kaiser Permanente 2005 - 2009
Kaiser Permanente 2002 - 2005
The Permanente Medical Group 1998 - 2002
Bay Area Business Group on Health (now Pacific Business Group on Health - PBGH) 1988 - 1990
Bank of America 1985 - 1988
Skills
Healthcare, Healthcare Management, Managed Care, Healthcare Information..., Public Health, Health Policy, Strategic Planning, Healthcare Consulting, Quality Improvement, Program Evaluation, Data Analysis, Leadership, Hospitals, Management, Disease Management, Organizational..., Managerial Consulting, Career Strategist, EMR
Education
University of California, Berkeley 1981 — 1982
MPH, Maternal and Child Health
University of California, Los Angeles 1979 — 1981
MA, Folklore and Mythology Studies
University of California, Berkeley 1974 — 1978
B.A., Cultural Anthropology
Bank of America July 2008 - Present
Countrywide Bank June 2005 - June 2008
HSBC January 2004 - June 2005
Education
University of California, Berkeley 1999 — 2003
BA, Applied Mathematics
Bank of America October 2009 - Present
Barclays Global Investors January 2006 - March 2009
Southern California Edison March 2004 - January 2006
Gifford Fong Associates December 2002 - February 2004
Williams Energy October 2001 - September 2002
Skills
Valuation, Hedge Funds, Portfolio Management, Asset Management, MBS, Derivatives, Finance, Fixed Income, Financial Modeling, Credit Derivatives
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2002
MFE, Financial Engineering
University of California, Berkeley
BS, Bioengineering and Biomedical Engineering
Charles Schwab 1999 - Present
Bank of America 1993 - 2000
Chevron 1981 - 1993
Education
University of California, Berkeley
Bachelor of Science
Cal State University of Hayward
Post Graduated Business AdminStudies
Union Bank March 2012 - Present
Bingham McCutchen LLP January 2003 - March 2012
Bank of America 1992 - 2002
Education
University of California, Berkeley - School of Law
Federal Reserve Bank of Philadelphia November 2010 - Present
Wells Fargo Bank August 2000 - September 2010
Bank of America 1989 - 1998
Education
University of California, Berkeley 1967 — 1975
M.a., Ph.D., Statistics, Economics
Bank of America April 2012 - Present
Bank of America September 2009 - April 2013
Liberty Mutual Insurance September 2008 - September 2009
Fremont Investment and Loan 2005 - 2007
Skills
Customer Service, Outlook, Underwriting, Microsoft Office, Customer Satisfaction, Call Centers, Time Management, Sales, Process Improvement, Banking, Call Center, Data Entry, Customer Experience, Microsoft Excel
Education
University of California, Berkeley
Bachelor of Arts, Psychology
City of Citrus Heights 2003 - Present
Bank of America September 1995 - Present
Sacramento Regional Conservation Corps 2007 - May 2014
Education
University of California, Berkeley 1979 — 1982
BA, Political Science
University of California 1995 - June 2008
Levi Strauss & Co. 1992 - 1994
Security Pacific Bank 1988 - 1992
Bank of America 1985 - 1988
Education
University of California, Berkeley
B.A.
University of California, Berkeley, Haas School of Business
PlayFirst, Inc. March 2013 - Present
Social Gaming Company August 2011 - March 2013
PlayFirst, Inc. 2013 - 2013
50Cubes 2011 - 2012
Bank of America September 2004 - March 2011
Skills
Quality Assurance, Microsoft Office, C++, English, Problem Solving, Word, PowerPoint, Java, Excel, JavaScript, CSS3, CSS, Git, Microsoft Excel, AJAX
Education
University of California, Berkeley 2000 — 2004
Bachelors, Computer Science, Philosophy
Bank of America July 2008 - December 2008
Countrywide 2000 - December 2008
Countrywide 1995 - 2000
Garfield, Tepper, Epstein and Turner 1991 - 1995
Gartner and Young 1989 - 1991
Skills
Human Resources, Leadership, Strategy, Management, Employment Law, Mergers & Acquisitions, Personnel Management, Operations Management, Payroll, Negotiation, Public Speaking, Talent Acquisition, Talent Management, System Administration, Employee Relations, Performance Management, Onboarding, Recruiting, Succession Planning, Employee Engagement
Education
University of California, Hastings College of the Law 1986 — 1989
JD
University of California, Berkeley 1981 — 1985
BA, Sociology
Bank of America August 1988 - Present
Bank of America 1988 - 2009
Skills
Banking, Retail Banking, Credit, Portfolio Management, Business Process..., Project Portfolio..., Risk Management, Business Analysis, PMO, Vendor Management, Process Improvement, Credit Cards, Financial Services, Requirements Gathering
Education
University of California, Berkeley 1983 — 1987
BS, Industrial Engineering & Operations Research
Public Resources Advisory Group December 2005 - Present
Bank of America June 2004 - March 2005
Jackson Securities November 2000 - June 2004
Bigelow & Company May 1999 - March 2000
PaineWebber March 1993 - April 1999
Dean Witter January 1990 - March 1993
Bear Stearns July 1987 - December 1989
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Finance
University of California, Berkeley 1976 — 1981
AB, English, Biological Sciences
Bank of America June 2014 - Present
CBRE on the Union Bank Account April 2012 - May 2014
CBRE on the Google Account June 2010 - April 2012
JP Morgan Chase April 2009 - June 2010
CBRE on the Washington Mutual account (Acquired by JP Morgan Chase) July 2006 - March 2009
Jones Lang LaSalle February 2006 - June 2006
Wells Fargo Bank May 1995 - December 2005
Skills
Facilities Management, Project Management, Management, Construction Management, Construction, Budgets, Procurement, Process Scheduler, Team Building, Strategic Planning, Space planning, Real Estate, LEED
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Architecture
OneWest Bank June 2011 - March 2012
First Republic Bank 2009 - 2011
First Republic Bank December 2009 - May 2010
Bank of America NA January 2001 - July 2009
Bank of America January 1996 - January 2001
Credit Services January 1996 - January 2001
Bank of America January 1992 - January 1996
Bank of America January 1986 - January 1992
Skills
Business Process..., Leadership Development, Six Sigma, Customer Service, Transaction Processing, Process Improvement, Business Process, Banking, Training, Strategy, Vendor Management, Management, Cross-functional Team..., Finance, Analysis, Leadership, Mergers & Acquisitions, Project Management, Integration, Portfolio Management, Credit, Financial Risk, Financial Services, Loans, Project Planning, Risk Management, Commercial Banking, Budgets, Business Analysis, Corporate Finance, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Internal Audit, Credit Risk, Loan Origination, Treasury Management, Operational Risk, Cash Management
Education
University of California, Berkeley 1979 — 1983
my BA, Economics
University of California, Berkeley 1979 — 1983
Bachelor's degree, Business/Managerial Economics, 3.7
UC Berkeley October 1995 - Present
Bank of America 1983 - 1995
Skills
Real Estate, Teaching, Stata, Westlaw, Strategic Planning, Tutoring, Grant Writing, Facilities Management, ArcGIS, Editing, Economics, Microsoft Office, Fundraising, PowerPoint, Leadership, Research, Mergers, Team Leadership, Sustainable Design, Press Releases, Non-profits, Project Management, Leases, Campus, Customer Service, Social Media, Business Strategy, Copy Editing, Data Analysis, Adobe Acrobat, Microsoft Excel, Curriculum Development, Nonprofits, Budgets, Public Speaking, Higher Education, Event Planning, Event Management, Community Outreach, Program Development, Community Development
Education
University of California, Berkeley 1974 — 1978
BA, English
BA
Wells Fargo 2009 - 2012
Wells Fargo 2006 - 2007
Bank of America 1981 - 2002
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Political Economy
Bank of America 2014 - Present
AdvisorAdit 2012 - October 2014
HealthView Services, Inc. 2010 - 2011
Fidelity Investments 2003 - 2009
Fidelity Investments 1998 - 2002
Barra 1996 - 1998
University of California, Berkeley 1986 - 1996
Research, Design and Analysis 1986 - 1996
Skills
Analysis, Analytics, SAS, Data Analysis, Data Warehousing, Statistical Modeling, Business Process..., Databases, Financial Services, Management, Project Management, Predictive Analytics, Leadership, Data Management, Unix, Business Analysis, Business Intelligence
Education
University of California, Berkeley
MA, Statistics
University of California, Berkeley
MA, Psychology
University of Washington
BS, Psychology
Bank of America 1999 - 2008
Bank of America 1997 - 1999
Bank of America 1994 - 1997
Bank of America 1991 - 1994
Education
University of California, Berkeley 1981 — 1985
BA, Social Science
Citigroup Inc. November 2014 - Present
K2 Solutions, Inc. February 2012 - October 2013
Barge Consulting, LLC January 2011 - June 2012
University of North Carolina at Chapel Hill 2009 - 2009
Wellington Management 2005 - 2008
ICGN 2002 - 2008
Barclays Global Investors 1991 - 2005
Montgomery Securities 1986 - 1990
Bank of America June 1984 - 1986
Skills
Corporate Governance, Asset Managment, Policy, Investments, Risk Management, Management, Investor Relations, Analysis, Asset Management, Capital Markets, Equities, Finance, Executive Management, Financial Services, Financial Markets, IPO, Mergers, Securities, Strategic Planning, Financial Analysis, Strategy
Education
University of California, Berkeley
AB, College of Letters and Science
University of California, Berkeley
MLS, School of Information Management and Systems
University of California, Berkeley, Haas School of Business
MBA, Corporate Finance
Experian September 2010 - Present
CitiMortgage / Citi Home Equity 2006 - 2008
Countrywide May 2003 - January 2006
Countrywide April 2002 - May 2003
Bank of America 1998 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
University of Minnesota-Twin Cities
BA, American History
Ecom Mortgage October 2014 - Present
Citibank November 2012 - October 2014
Union Bank November 2011 - November 2012
Bank of America January 2011 - November 2011
Just Mortgage, Inc June 2009 - September 2010
WaMu 2006 - 2009
Education
University of California, Berkeley 1982 — 1986
Meadowvale Advisors LLC May 2011 - Present
Sloane Capital Solutions, LLC April 2011 - June 2013
Coherent Capital November 2008 - June 2011
Magnetar Capital 2007 - 2008
Merrill Lynch January 2005 - March 2007
Bank of America January 2000 - January 2004
First Chicago 1989 - 2000
Skills
Capital Markets, Fixed Income, Private Equity, Hedge Funds, Alternative Investments, Options, Derivatives, Mutual Funds, Trading, Equities, Investment Banking, Capital, Investment Management, Fund Of Funds, Asset Management, Asset Allocation, Investment Strategies, Securities, Prime Brokerage, Equity Derivatives, Series 7, Trading Systems
Education
Yale University - Yale School of Management 1985 — 1987
MPPM, Finance
University of California, Berkeley 1976 — 1980
Bachelors, Economics
Chevron June 2009 - Present
Chevron December 2007 - July 2009
Bank of America 2003 - 2007
Skills
Financial Analysis, Account Reconciliation, Expenses, Microsoft Word, PowerPoint, Financial Reporting, Analysis, File Management, SAP, Ariba, Primavera P6, Microsoft Excel, Outlook, Microsoft Office, Report Building, Management, Team Building
Education
University of California, Berkeley 2002 — 2006
BA, Legal Studies
Richmond HIgh School 1998 — 2002
Bank of America March 2010 - February 2014
NetDeposit December 2004 - March 2010
Electronic Arts July 2006 - November 2006
Alpha Innotech August 2000 - December 2004
Education
University of California, Berkeley 1993 — 1997
Bachelors, Mathematics
Bank of America February 2014 - Present
San Francisco Unified School District 2014 - 2015
San Francisco Unified School District 2014 - 2015
San Francisco Unified School District 2014 - 2015
San Francisco Unified School District 2014 - 2015
San Francisco Unified School District 2014 - 2015
San Francisco Unified School District 2014 - 2015
Springshot Inc. May 2012 - May 2013
Fendi 2013 - 2013
POCO Magnetics Co. May 2009 - February 2012
Skills
qualified M16 shooter, dental specialist, Cpr Certified, PowerPoint, Microsoft Word, Human Resources, Employee Relations, Leadership, Recruiting, Training, Financial Analysis, Fundraising, CRM, Marketing, Social Media, Customer Service, Microsoft Excel
Education
University of Notre Dame 2012 — 2014
Master of Business Administration (M.B.A.), Public Relations/Image Management
University of California, Berkeley 2006 — 2010
Bachelor of Science, Sociology
School of the Arts 2002 — 2006
Diploma, Music Theory and Composition, 4.0
Universitetet i Oslo / University of Oslo (UiO)
Bachelor of Science (BS), Social Sciences
Bank of America August 2012 - August 2013
Union Bank May 1997 - July 2010
Union Bank May 1997 - January 2007
First Interstate Bank/Wells Fargo Bank January 1991 - January 1997
Bank of America January 1985 - January 1990
Pioneer Savings Bank January 1983 - January 1985
First Source Bank January 1975 - January 1982
Skills
Banking, Retail Banking, Customer Service, Consumer Lending, Commercial Banking, Risk Management, Customer Satisfaction, Customer Retention, Credit, Commercial Lending, Loans, Mortgage Lending, Credit Analysis, Call Centers
Education
University of California, Berkeley
Bachelor of Arts
Scripps Health December 2009 - Present
Bank of America January 2002 - July 2006
Education
UC Berkeley 1973 — 1977
B.S., Business Administration
Patricia Cuddy 1999 - Present
PEO 2014 - 2015
PEO 2014 - 2015
Ernst & Young 1994 - 1999
Bank of America 1991 - 1992
Well Fargo Bank 1986 - 1991
Skills
Software Project..., Financial Analysis, Credit Portfolio..., Business Analysis, Business Process..., Business Plan..., Operational Excellence, Management Consulting, Process Improvement, Business Strategy, Coaching, Problem Solving, PowerPoint, Word, Negotiation, Financial Reporting, Organizational..., Requirements Analysis, Excel, Visio, Financial Management, Financial Modeling, Team Building, PeopleSoft, Workshop Facilitation, Public Speaking, Microsoft Excel, Strategic Planning, Management, Managerial Finance, Business Planning, Executive Coaching, Public Sector, Risk Assessment, Leadership, Portfolio Management, Small Business, Microsoft Word, Nonprofits
Education
University of California, Berkeley - Walter A. Haas School of Business 1992 — 1994
M.B.A., Finance, Operations and Organizational Behavior
University of California, Davis 1984 — 1994
B.A., Economics and Organizational Studies
Bank of America August 2014 - Present
Bank of America October 2011 - July 2014
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Analysis, Finance, Leadership, Economics, Corporate Finance, Capital Markets
Education
University of California, Berkeley 2007 — 2011
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
Bachelor of Science, Business Administration
Bank of America August 2012 - Present
Bank of America 2007 - July 2012
JP Morgan Chase 2003 - 2007
Goldman Sachs 2001 - 2003
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1996 - 2001
Skills
Prime Brokerage, Credit Derivatives, Swaps, Interest Rate..., Equity Derivatives, Fixed Income, Derivatives, Hedge Funds, Market Risk, Capital Markets, Equities, Investment Banking, Options
Education
New York University, Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1992 — 1996
Bachelor's degree, Economics and Computer Science
Blank Rome LLP May 2012 - Present
Akerman LLP 2011 - 2012
Bank of America 2008 - 2011
Countrywide Home Loans, Inc. 2006 - 2008
Bingham McCutchen 2003 - 2006
Skills
Securities Regulation, Class Actions, Legal Research, Litigation, Appeals, Civil Litigation, Legal Writing, Trials, Arbitration, Product Liability, Corporate Law, Trade Secrets, Mediation, Bankruptcy, Commercial Litigation
Education
University of California, Hastings College of the Law 1991 — 1994
Doctor of Law (J.D.)
University of California, Berkeley 1987 — 1991
Bachelor of Arts (B.A.), Psychology
Bank of America August 2015 - Present
Bank of America April 2014 - July 2015
Bank of America November 2011 - April 2014
WellPoint 1994 - 2011
Education
UCLA Extension 1991 — 1993
Certificate, Litigation
UC Berkeley 1976 — 1980
B.A., Political Science
University of California, Berkeley 1976 — 1980
Bachelors of Arts, Political Science
PrimeLending November 2011 - June 2014
Bank of America July 2004 - November 2011
Skills
FHA, Loans, Mortgage Banking, First Time Home Buyers, Banking, Loan Origination, Real Estate, Refinance, VA loans, FHA financing, REO
Education
University of California, Berkeley
Bachelor of Arts (BA), Legal Studies, General
Bank of America October 2013 - Present
Bank of America April 2012 - October 2013
Bank of America March 1998 - March 2012
Macy's October 1985 - July 1997
Education
UC Berkeley 1988 — 1990
Bachelors of Arts
JPMorgan Chase March 2012 - Present
Bank of America July 2010 - March 2012
Skills
Series 6, Series 63, Life Insurance
Education
University of California, Berkeley 2006 — 2010
Bachelor's Degree, Economics
Bank of America September 2008 - September 2010
Bank of America August 2006 - September 2008
Education
University of California, Berkeley
Bachelors, Computer Science
Self-employed ArchitectBechtel Corporation1978 - 2003
Bank of America 1973 - 1978
Education
UC Berkeley
John Muir Health 2009 - 2012
URS Corporation 1999 - 2009
Kaiser Foundation Health Plan 1983 - 1999
Bank of America 1977 - 1983
Anshen & Allen Architects 1975 - 1977
Skills
Hospitals, Project Management, Construction, Healthcare, Management, Submittals, Construction Management, Process Improvement, Project Planning, Contract Management, Budgets, Renovation, Team Building, Program Management
Education
University of California, Berkeley
Bachelor of Architecture (B.Arch.), Architecture
Getco LLC March 2008 - August 2012
Morgan Stanley 2006 - 2007
Bank of America 2000 - 2006
Skills
Trading Strategies, Proprietary Trading, Quantitative Finance, Fixed Income, Financial Modeling, Capital Markets, Market Making, Derivatives, Trading, Options, Equity Trading, Trading Systems, Electronic Trading, Equities, Equity Derivatives
Education
University of California, Berkeley 1996 — 2000
Bachelor of Science (B.S.), Industrial Engineering
HBS HPLP
PNC August 2012 - January 2014
Bank of America June 2011 - July 2012
Morbark, Inc April 2010 - May 2011
SunTrust Bank February 2009 - March 2010
Dassault Systèmes December 2007 - January 2009
HSBC Private Bank September 2005 - November 2007
Education
University of California, Berkeley 2012 — 2013
Master of Business Administration (MBA), International Business & Marketing
Visvesvaraya Technological University 1999 — 2003
Bachelor of Engineering (BE), Mechanical Engineering
Homeowner Rights Law Group, APC October 2014 - Present
Bank of America October 2011 - May 2014
Bank of America August 2008 - October 2011
Countrywide Home Loans, Inc. (prior to merger with Bank of America) December 2003 - July 2008
Countrywide Home Loans, Inc. (prior to merger with Bank of America) October 1998 - October 2003
Skills
Legal Research, Legal Writing, Legal Advice, Legal Compliance, Legal Documents, Legal Issues, Legal Analysis, Leadership Development, Audit and Regulatory..., Process Improvement, Policy & Procedure..., Training Development, Performance Management, Proficient with MS..., Proficient with..., Fluent in Spanish, Policy, Risk Management, Loans, Mortgage Lending, Project Management
Education
University of California, Los Angeles - School of Law
Doctor of Law (J.D.)
University of California, Berkeley