Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
June Seo June Seo's Bank of America Experience July 2009 - Present
Job Senior Vice President & Sr Client Manager at Bank of America
Industry Banking
Experience
Bank of America July 2009 - Present
Bank of America July 2006 - July 2009
Bank of America 1986 - 2006
Skills
Mortgage Lending, Wealth Management, Loans, Commercial Banking, Branch Banking, Risk Management, Banking, Consumer Lending, Portfolio Management, Relationship Management, Credit Analysis, Financial Analysis, Credit Risk, Commercial Lending, Credit
Education
University of California, Los Angeles
Bachelor's degree
Bank of America July 2009 - Present
Bank of America July 2006 - July 2009
Bank of America 1986 - 2006
Skills
Mortgage Lending, Wealth Management, Loans, Commercial Banking, Branch Banking, Risk Management, Banking, Consumer Lending, Portfolio Management, Relationship Management, Credit Analysis, Financial Analysis, Credit Risk, Commercial Lending, Credit
Education
University of California, Los Angeles
Bachelor's degree
Diana Woo Diana Woo's Bank of America Experience February 2012 - May 2015
Job Paralegal
Industry Legal Services
Experience
Bank of America February 2012 - May 2015
Pacific Premier Bank December 2008 - May 2011
Skills
Customer Service, Microsoft Office, Management, Project Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Sales, Research, Legal Research, Legal Writing, Legal Compliance, Legal Documents, Operational Due..., Microsoft Excel, Litigation Support, Civil Litigation, Litigation Management, Business Litigation, Paralegals, Mortgage Industry, Mortgage Banking, Correspondent Banking, Secondary Mortgage...
Education
University of California, Los Angeles 2011 — 2011
ABA Paralegal Program
University of California, Los Angeles 2005 — 2011
Bachelor’s Degree, Sociology
Bank of America February 2012 - May 2015
Pacific Premier Bank December 2008 - May 2011
Skills
Customer Service, Microsoft Office, Management, Project Management, Microsoft Word, Leadership, PowerPoint, Strategic Planning, Sales, Research, Legal Research, Legal Writing, Legal Compliance, Legal Documents, Operational Due..., Microsoft Excel, Litigation Support, Civil Litigation, Litigation Management, Business Litigation, Paralegals, Mortgage Industry, Mortgage Banking, Correspondent Banking, Secondary Mortgage...
Education
University of California, Los Angeles 2011 — 2011
ABA Paralegal Program
University of California, Los Angeles 2005 — 2011
Bachelor’s Degree, Sociology
Evelyn Rismann, PHR's Bank of America Experience July 2008 - November 2009
Job Principal HR Business Partner at Medtronic
Industry Human Resources
Experience
Medtronic May 2011 - Present
Activision September 2010 - April 2011
Bank of America July 2008 - November 2009
Countrywide Bank November 2006 - June 2008
USI Holdings, Inc. December 2005 - November 2006
Zenith Insurance Company February 2005 - December 2005
St. Jude Medical July 2001 - January 2005
NMB (USA) Inc. June 1996 - March 2000
Skills
HR Business Partner, HR Generalist, Human Resources, Strategic HR, Change Management, Leadership Development, Employee Relations, Employee Engagement, Employee Benefits, Employment Law, HR Consulting, Compensation & Benefit, HRIS, Talent Management, Onboarding, Succession Planning, Performance Management, Deferred Compensation, Organizational..., Coaching, Recruiting, Organizational..., Executive Coaching, Talent Acquisition, HR Policies, Strategy, Management, Personnel Management, Team Building, Workforce Planning, Leadership, Organizational Design
Education
University of California, Los Angeles 1987 — 1991
BA, Psychology
Medtronic May 2011 - Present
Activision September 2010 - April 2011
Bank of America July 2008 - November 2009
Countrywide Bank November 2006 - June 2008
USI Holdings, Inc. December 2005 - November 2006
Zenith Insurance Company February 2005 - December 2005
St. Jude Medical July 2001 - January 2005
NMB (USA) Inc. June 1996 - March 2000
Skills
HR Business Partner, HR Generalist, Human Resources, Strategic HR, Change Management, Leadership Development, Employee Relations, Employee Engagement, Employee Benefits, Employment Law, HR Consulting, Compensation & Benefit, HRIS, Talent Management, Onboarding, Succession Planning, Performance Management, Deferred Compensation, Organizational..., Coaching, Recruiting, Organizational..., Executive Coaching, Talent Acquisition, HR Policies, Strategy, Management, Personnel Management, Team Building, Workforce Planning, Leadership, Organizational Design
Education
University of California, Los Angeles 1987 — 1991
BA, Psychology
Sang Dang's Bank of America Experience January 2012 - April 2014
Job Accounting Clerk at Community SeniorServ
Industry Accounting
Experience
Community SeniorServ/ CSS Foods June 2015 - Present
LogistiCare March 2015 - June 2015
Sidoxia Capital Management, LLC April 2014 - December 2014
Bank of America January 2012 - April 2014
Skills
Facebook, Finance, Budgeting, Revenue & Profit Growth, Manage Client..., Strengthening Client..., Strategic Planning, Analysis, Collaborative..., Team Leadership, Product Knowledge, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Fashion, Research, Television, Publishing, Film, Advertising, Music
Education
University of California, Los Angeles 2009 — 2011
Bachelor's Degree, Psychology
Community SeniorServ/ CSS Foods June 2015 - Present
LogistiCare March 2015 - June 2015
Sidoxia Capital Management, LLC April 2014 - December 2014
Bank of America January 2012 - April 2014
Skills
Facebook, Finance, Budgeting, Revenue & Profit Growth, Manage Client..., Strengthening Client..., Strategic Planning, Analysis, Collaborative..., Team Leadership, Product Knowledge, Project Management, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Fashion, Research, Television, Publishing, Film, Advertising, Music
Education
University of California, Los Angeles 2009 — 2011
Bachelor's Degree, Psychology
Shawn Chuong Do's Bank of America Experience July 2013 - Present
Job Business Strategy and Community Development
Industry Banking
Experience
Bank of America July 2013 - Present
Child Development Consortium of Los Angeles January 2013 - Present
YMCA of Metropolitan Los Angeles - Westside Family March 2008 - Present
Bank of America June 2012 - June 2013
Bank of America June 2011 - August 2011
UCLA Anderson School of Management - Executive Education Programs July 2008 - July 2010
UCLA Corporate Financial Services July 2007 - July 2008
UCLA Community Programs Office June 2004 - June 2007
Skills
Market Research, Accounting, Purchasing, Program Management, Staff Management, Operations Management, Strategic Planning, Operational Risk..., Process Improvement, Regulatory Requirements, Capacity Planning, Budgets, Leadership, Management, CRM, Training, Marketing, Forecasting, Nonprofits, Financial Analysis, Strategy, Financial Modeling, Analysis
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA), Business Leadership: Corporate Finance and Marketing
University of California, Los Angeles 2003 — 2007
Bachelor of Science, Statistics & Mathematics/Applied Science (Concentration: Management & Accounting)
Bank of America July 2013 - Present
Child Development Consortium of Los Angeles January 2013 - Present
YMCA of Metropolitan Los Angeles - Westside Family March 2008 - Present
Bank of America June 2012 - June 2013
Bank of America June 2011 - August 2011
UCLA Anderson School of Management - Executive Education Programs July 2008 - July 2010
UCLA Corporate Financial Services July 2007 - July 2008
UCLA Community Programs Office June 2004 - June 2007
Skills
Market Research, Accounting, Purchasing, Program Management, Staff Management, Operations Management, Strategic Planning, Operational Risk..., Process Improvement, Regulatory Requirements, Capacity Planning, Budgets, Leadership, Management, CRM, Training, Marketing, Forecasting, Nonprofits, Financial Analysis, Strategy, Financial Modeling, Analysis
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration (MBA), Business Leadership: Corporate Finance and Marketing
University of California, Los Angeles 2003 — 2007
Bachelor of Science, Statistics & Mathematics/Applied Science (Concentration: Management & Accounting)
Iain Stobie Iain Stobie's Bank of America Experience 2010 - 2012
Job Technology Executive & Consultant
Industry Financial Services
Experience
Gradient Solutions 2012 - Present
Bank of America 2010 - 2012
Bank of America 2001 - 2010
Countrywide Financial Corporation 1994 - 2001
Abacus Programming Corporation 1985 - 1994
Skills
SDLC, Business Analysis, Vendor Management, Banking, Data Warehousing, Risk Management, Process Improvement, IT Strategy, Enterprise Architecture, Requirements Analysis, Technical Leadership, Software Development, Business Intelligence, Program Management, Capital Markets, Artificial Intelligence, Team Building, Consulting, Strategic Planning, change management, Data Governance, Mortgage Lending, Governance, Requirements Gathering, Enterprise Software, Project Management, CRM, Integration, IT Management, Software Project..., Management, Strategy, Change Management
Education
University of California, Los Angeles
University of Edinburgh
Master's degree, Mathematics
Gradient Solutions 2012 - Present
Bank of America 2010 - 2012
Bank of America 2001 - 2010
Countrywide Financial Corporation 1994 - 2001
Abacus Programming Corporation 1985 - 1994
Skills
SDLC, Business Analysis, Vendor Management, Banking, Data Warehousing, Risk Management, Process Improvement, IT Strategy, Enterprise Architecture, Requirements Analysis, Technical Leadership, Software Development, Business Intelligence, Program Management, Capital Markets, Artificial Intelligence, Team Building, Consulting, Strategic Planning, change management, Data Governance, Mortgage Lending, Governance, Requirements Gathering, Enterprise Software, Project Management, CRM, Integration, IT Management, Software Project..., Management, Strategy, Change Management
Education
University of California, Los Angeles
University of Edinburgh
Master's degree, Mathematics
Sarah Etemadi Sarah Etemadi's Bank of America Experience April 2007 - September 2007
Job Account Coordinator, Film/TV & Trailers at APM Music
Industry Music
Experience
APM Music June 2015 - Present
APM Music January 2015 - May 2015
APM Music August 2014 - December 2014
APM Music May 2013 - August 2014
APM Music June 2011 - May 2013
Warner/Chappell Inc. April 2011 - June 2011
88.1FM KZSC January 2010 - March 2010
Starbucks Coffee Company July 2008 - September 2009
AdImpact Corporate Signage June 2008 - August 2008
Bank of America April 2007 - September 2007
Skills
Copyright, Royalty Auditing, Mechanical Licensing, Sync Licensing, Microsoft Office, Blogging, Catalog Administration, Copyright Law, Licensing, Singing, Music, Music Production, Music Licensing, Sound, New Media, A&R, Music Supervision, Radio
Education
University of California, Santa Cruz 2007 — 2011
Bachelor's, Politics
San Marino High School
University of California, Los Angeles
Guest Student
APM Music June 2015 - Present
APM Music January 2015 - May 2015
APM Music August 2014 - December 2014
APM Music May 2013 - August 2014
APM Music June 2011 - May 2013
Warner/Chappell Inc. April 2011 - June 2011
88.1FM KZSC January 2010 - March 2010
Starbucks Coffee Company July 2008 - September 2009
AdImpact Corporate Signage June 2008 - August 2008
Bank of America April 2007 - September 2007
Skills
Copyright, Royalty Auditing, Mechanical Licensing, Sync Licensing, Microsoft Office, Blogging, Catalog Administration, Copyright Law, Licensing, Singing, Music, Music Production, Music Licensing, Sound, New Media, A&R, Music Supervision, Radio
Education
University of California, Santa Cruz 2007 — 2011
Bachelor's, Politics
San Marino High School
University of California, Los Angeles
Guest Student
Jim Kalember Jim Kalember's Bank of America Experience 2007 - 2007
Job Sr. Contract Recruiter at CDI Corporation
Industry Staffing and Recruiting
Experience
CDI Corporation July 2015 - Present
Randstad Sourceright US July 2011 - July 2015
Oarip Sourcing September 2007 - December 2012
Bank of America 2007 - 2007
Oak Park Unified School District 1987 - 2007
Warner Bros. Entertainment Group February 2006 - October 2006
Dell Computer/eTelecare June 2006 - September 2006
The OCJ Group February 2005 - February 2006
Asgard Resources November 2002 - February 2005
Fieldglass 2000 - 2002
Skills
Business Development, Sales Management, Recruiting, Temporary Staffing, Technical Recruiting, Talent Acquisition, Sourcing, Vendor Management, Applicant Tracking..., Talent Management, Project Management, Employee Relations, Performance Management, Strategic Sourcing, Staffing Services, New Hire Orientations, HRIS, Interviews, Management, Human Resources, Onboarding, Screening Resumes, Training, Executive Search, Internet Recruiting, Leadership, Contract Recruitment, Managed Services, Screening, Benefits Negotiation, College Recruiting, Staff Augmentation, Employer Branding, Taleo, Temporary Placement, Recruitment Advertising, Permanent Placement, RPO, Workforce Planning, Resume Writing, Hiring, IT Recruitment, Networking, Job Fairs, HR Consulting, Corporate Recruiting
Education
University of California, Los Angeles 1964 — 1968
BA, PoliSci
CDI Corporation July 2015 - Present
Randstad Sourceright US July 2011 - July 2015
Oarip Sourcing September 2007 - December 2012
Bank of America 2007 - 2007
Oak Park Unified School District 1987 - 2007
Warner Bros. Entertainment Group February 2006 - October 2006
Dell Computer/eTelecare June 2006 - September 2006
The OCJ Group February 2005 - February 2006
Asgard Resources November 2002 - February 2005
Fieldglass 2000 - 2002
Skills
Business Development, Sales Management, Recruiting, Temporary Staffing, Technical Recruiting, Talent Acquisition, Sourcing, Vendor Management, Applicant Tracking..., Talent Management, Project Management, Employee Relations, Performance Management, Strategic Sourcing, Staffing Services, New Hire Orientations, HRIS, Interviews, Management, Human Resources, Onboarding, Screening Resumes, Training, Executive Search, Internet Recruiting, Leadership, Contract Recruitment, Managed Services, Screening, Benefits Negotiation, College Recruiting, Staff Augmentation, Employer Branding, Taleo, Temporary Placement, Recruitment Advertising, Permanent Placement, RPO, Workforce Planning, Resume Writing, Hiring, IT Recruitment, Networking, Job Fairs, HR Consulting, Corporate Recruiting
Education
University of California, Los Angeles 1964 — 1968
BA, PoliSci
Thomas A. Walters's Bank of America Experience January 2003 - November 2013
Job Residential Mortgage Lender
Industry Banking
Experience
Banner Bank December 2013 - Present
Bank of America January 2003 - November 2013
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Management, FHA, VA loans, Credit, Residential Mortgages, Sales, First Time Home Buyers, FHA financing, USDA, Real Estate, Mortgage Underwriting, Construction Loans, Government Loans, Real Estate Financing, Investment Properties, Credit Analysis, Underwriting, Residential Homes, REO, Home Equity Loans, Certified Mortgage..., Banking, Consumer Lending, Cross Selling, Reverse Mortgages, Loss Mitigation, Commercial Lending, Foreclosures, Retail Banking, Referrals, Short Sales, Real Estate Transactions, Small Business Lending, Jumbo Mortgage, Mortgage Marketing, Sales Management, Sales Process, Professional..., Customer Satisfaction, Customer Engagement, VA Loans, FHA Financing
Education
UCLA 1976 — 1982
Economics and Accounting
Banner Bank December 2013 - Present
Bank of America January 2003 - November 2013
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, Management, FHA, VA loans, Credit, Residential Mortgages, Sales, First Time Home Buyers, FHA financing, USDA, Real Estate, Mortgage Underwriting, Construction Loans, Government Loans, Real Estate Financing, Investment Properties, Credit Analysis, Underwriting, Residential Homes, REO, Home Equity Loans, Certified Mortgage..., Banking, Consumer Lending, Cross Selling, Reverse Mortgages, Loss Mitigation, Commercial Lending, Foreclosures, Retail Banking, Referrals, Short Sales, Real Estate Transactions, Small Business Lending, Jumbo Mortgage, Mortgage Marketing, Sales Management, Sales Process, Professional..., Customer Satisfaction, Customer Engagement, VA Loans, FHA Financing
Education
UCLA 1976 — 1982
Economics and Accounting
Ann Spencer's Bank of America Experience January 1977 - July 1979
Job
Industry
Experience
Equinox 2005 - 2015
Bank of America January 1977 - July 1979
Skills
Editing
Education
University of California, Los Angeles 1972 — 1976
BA, History
Equinox 2005 - 2015
Bank of America January 1977 - July 1979
Skills
Editing
Education
University of California, Los Angeles 1972 — 1976
BA, History
Brenda Ervin-Martin Brenda Ervin-Martin's Bank of America Experience May 1997 - April 2008
Job SVP/Group Manager at Comerica Bank
Industry Banking
Experience
Comerica Bank August 2013 - Present
JPMorgan Chase April 2009 - August 2013
Wachovia May 2008 - April 2009
Bank of America May 1997 - April 2008
Skills
Mortgage Lending, Banking, Loans, Loan Origination, Team Leadership, Relationship Management, Sales, Management, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Credit Analysis, Retail Banking, Underwriting, Financial Services
Education
University of California, Los Angeles
Economics
Comerica Bank August 2013 - Present
JPMorgan Chase April 2009 - August 2013
Wachovia May 2008 - April 2009
Bank of America May 1997 - April 2008
Skills
Mortgage Lending, Banking, Loans, Loan Origination, Team Leadership, Relationship Management, Sales, Management, Commercial Banking, Small Business Lending, Commercial Lending, Portfolio Management, Credit, Credit Analysis, Retail Banking, Underwriting, Financial Services
Education
University of California, Los Angeles
Economics
Asion Jackson Asion Jackson's Bank of America Experience June 2015 - Present
Job Consumer Banking MBA Leadership Development Program
Industry Banking
Experience
Bank of America June 2015 - Present
Education Pioneers June 2014 - August 2014
Houghton Mifflin Harcourt October 2009 - August 2013
K.O.T. Marketing Group May 2006 - October 2009
Houghton Mifflin Harcourt October 2005 - October 2009
Skills
Public Speaking, Computer Hardware, Salesforce.com, Microsoft Office, Keynote, Teacher Training, Educational Technology, Sales Presentations, Staff Development, Social Media, Publishing, Sales, Curriculum Design, Academic Publishing, Marketing Strategy, Training, E-Learning
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Customized Immersion
UCLA 2000 — 2005
Bachelor of Science (BS), Biology, General
Hughes Middle School
Bank of America June 2015 - Present
Education Pioneers June 2014 - August 2014
Houghton Mifflin Harcourt October 2009 - August 2013
K.O.T. Marketing Group May 2006 - October 2009
Houghton Mifflin Harcourt October 2005 - October 2009
Skills
Public Speaking, Computer Hardware, Salesforce.com, Microsoft Office, Keynote, Teacher Training, Educational Technology, Sales Presentations, Staff Development, Social Media, Publishing, Sales, Curriculum Design, Academic Publishing, Marketing Strategy, Training, E-Learning
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Customized Immersion
UCLA 2000 — 2005
Bachelor of Science (BS), Biology, General
Hughes Middle School
merrill lynch merrill lynch's Bank of America Experience February 2007 - Present
Job Foreign Operation Manager at Bank of America
Industry Banking
Experience
Bank of America February 2007 - Present
Education
University of California, Los Angeles 1985 — 1988
Master of Philosophy (M.Phil.)
Bank of America February 2007 - Present
Education
University of California, Los Angeles 1985 — 1988
Master of Philosophy (M.Phil.)
Steve Almeida Steve Almeida's Bank of America Experience April 2007 - May 2010
Job Teller Coordinator II at U.S. Bank
Industry Banking
Experience
U.S. Bank July 2014 - Present
Bank of the West October 2012 - July 2014
Comerica Bank May 2010 - October 2012
Bank of America April 2007 - May 2010
ING May 2005 - March 2006
Education
University of California, Los Angeles 2002 — 2006
U.S. Bank July 2014 - Present
Bank of the West October 2012 - July 2014
Comerica Bank May 2010 - October 2012
Bank of America April 2007 - May 2010
ING May 2005 - March 2006
Education
University of California, Los Angeles 2002 — 2006
Jack Pier Jack Pier's Bank of America Experience May 2011 - September 2013
Job Business Systems Analyst at Nationstar Mtg
Industry Computer Software
Experience
Caliber Home Loans July 2015 - Present
Nationstar Mortgage May 2014 - June 2015
Ameris Technology / Fannie Mae September 2013 - May 2014
Bank of America May 2011 - September 2013
RamQuest Software, Inc., Plano, Texas, USA March 2007 - June 2010
Nationstar Mortgage September 2006 - March 2007
Document Systems, Inc. March 2002 - December 2005
Fiserv Lending Solutions November 1998 - March 2002
Skills
Requirements Analysis, Testing, SDLC, Analysis, Software Documentation, .NET, Business Requirements, Business Analysis, Enterprise Architecture, Enterprise Software, Integration, Management, Process Improvement, Project Management, Vendor Management, Visual Basic, Web Applications, XML
Education
University of California, Los Angeles 1986 — 1986
Caliber Home Loans July 2015 - Present
Nationstar Mortgage May 2014 - June 2015
Ameris Technology / Fannie Mae September 2013 - May 2014
Bank of America May 2011 - September 2013
RamQuest Software, Inc., Plano, Texas, USA March 2007 - June 2010
Nationstar Mortgage September 2006 - March 2007
Document Systems, Inc. March 2002 - December 2005
Fiserv Lending Solutions November 1998 - March 2002
Skills
Requirements Analysis, Testing, SDLC, Analysis, Software Documentation, .NET, Business Requirements, Business Analysis, Enterprise Architecture, Enterprise Software, Integration, Management, Process Improvement, Project Management, Vendor Management, Visual Basic, Web Applications, XML
Education
University of California, Los Angeles 1986 — 1986
Colleen McCall's Bank of America Experience 1992 - 1998
Job Grant Writer, Content Author & Retail Business Consultant
Industry Internet
Experience
Independent Consulting June 2013 - Present
We Olive Ventura November 2008 - June 2013
Amazon 1999 - 2005
Charles Schwab July 1997 - July 1999
Bank of America 1992 - 1998
Security Pacific Bank January 1991 - March 1992
Federal Reserve Board May 1989 - December 1990
Office of the Comptroller of the Currency September 1987 - April 1989
Skills
Fundraising, Event Management, Foundation Management, Non-profits, Social Media, Public Speaking, Media Relations, Organizational..., Event Planning, Press Releases, Public Relations, Corporate Governance, Strategic Planning, Blogging, Budgets, Nonprofits, Entrepreneurship, Leadership, Marketing, Start-ups, Strategy, Facebook, Management, Retail, Non-profit..., Customer Service, Training, Marketing Strategy
Education
VCCF Center for Non Profit Leadership 2011 — 2014
N/A, Non-Profit/Public/Organizational Management
U.C. Hastings College of the Law 1984 — 1987
Juris Doctorate, Law
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Philosophy
Independent Consulting June 2013 - Present
We Olive Ventura November 2008 - June 2013
Amazon 1999 - 2005
Charles Schwab July 1997 - July 1999
Bank of America 1992 - 1998
Security Pacific Bank January 1991 - March 1992
Federal Reserve Board May 1989 - December 1990
Office of the Comptroller of the Currency September 1987 - April 1989
Skills
Fundraising, Event Management, Foundation Management, Non-profits, Social Media, Public Speaking, Media Relations, Organizational..., Event Planning, Press Releases, Public Relations, Corporate Governance, Strategic Planning, Blogging, Budgets, Nonprofits, Entrepreneurship, Leadership, Marketing, Start-ups, Strategy, Facebook, Management, Retail, Non-profit..., Customer Service, Training, Marketing Strategy
Education
VCCF Center for Non Profit Leadership 2011 — 2014
N/A, Non-Profit/Public/Organizational Management
U.C. Hastings College of the Law 1984 — 1987
Juris Doctorate, Law
University of California, Los Angeles 1980 — 1984
Bachelor of Arts, Philosophy
Douglas Keyston's Bank of America Experience 2002 - 2011
Job Private Client Advisor at U. S. Trust
Industry Banking
Experience
U. S. Trust 2012 - Present
Bank of America 2002 - 2011
Skills
Credit Risk, Mergers & Acquisitions, Portfolio Management, Credit, Finance, Investments, Loans, Investment Banking, Financial Structuring, Wealth Management, Financial Analysis, Banking, Capital Markets, Financial Modeling, Management
Education
University of California, Los Angeles 1973 — 1978
Bachelor of Science, Economics, Economics and Business
Robert Louis Stevenson School, Pebble Beach 1968 — 1973
U. S. Trust 2012 - Present
Bank of America 2002 - 2011
Skills
Credit Risk, Mergers & Acquisitions, Portfolio Management, Credit, Finance, Investments, Loans, Investment Banking, Financial Structuring, Wealth Management, Financial Analysis, Banking, Capital Markets, Financial Modeling, Management
Education
University of California, Los Angeles 1973 — 1978
Bachelor of Science, Economics, Economics and Business
Robert Louis Stevenson School, Pebble Beach 1968 — 1973
Sateen Sheth Sateen Sheth's Bank of America Experience May 2007 - August 2007
Job Aspiring to live a valuedriven, socially impactful, and meaningful life
Industry Think Tanks
Experience
William Davidson Institute January 2012 - Present
The William Davidson Institute August 2007 - October 2011
Wells Fargo July 2009 - 2011
Wells Fargo August 2008 - July 2009
Bank of America May 2007 - August 2007
Orbitz March 2007 - May 2007
The Shanti Project March 2006 - April 2007
SOS Community Services September 2005 - August 2006
Pomona Valley Low-Income Services February 2004 - March 2005
Commerce One Global Services March 2000 - March 2003
Skills
Social Enterprise, Social Media, Non-profits, Research, Social Networking, Business Strategy, Social Entrepreneurship, Management Consulting, Strategy Development, Product Development, Product Management, Social Web, Web 2.0, Social Innovation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Master of Business Administration
University of Michigan - School of Social Work 2005 — 2006
MSW, Master of Social Work
University of California, Los Angeles 1993 — 1998
B.S., Applied Mathematics and Business Economics
Sunny Hills High School
William Davidson Institute January 2012 - Present
The William Davidson Institute August 2007 - October 2011
Wells Fargo July 2009 - 2011
Wells Fargo August 2008 - July 2009
Bank of America May 2007 - August 2007
Orbitz March 2007 - May 2007
The Shanti Project March 2006 - April 2007
SOS Community Services September 2005 - August 2006
Pomona Valley Low-Income Services February 2004 - March 2005
Commerce One Global Services March 2000 - March 2003
Skills
Social Enterprise, Social Media, Non-profits, Research, Social Networking, Business Strategy, Social Entrepreneurship, Management Consulting, Strategy Development, Product Development, Product Management, Social Web, Web 2.0, Social Innovation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Master of Business Administration
University of Michigan - School of Social Work 2005 — 2006
MSW, Master of Social Work
University of California, Los Angeles 1993 — 1998
B.S., Applied Mathematics and Business Economics
Sunny Hills High School
Randy Marquez Randy Marquez's Bank of America Experience April 2014 - Present
Job VP Programmer Professional Markets at Bank of America
Industry Computer Software
Experience
Bank of America April 2014 - Present
Firm58 February 2010 - April 2014
IMC Financial Markets January 2008 - February 2010
Orbitz December 2006 - December 2007
Digital Insight (acquired by Intuit) 2003 - 2006
Siperian (acquired by Informatica) 2000 - 2003
Northrop Grumman Corporation July 1999 - October 1999
Raytheon July 1998 - October 1998
Skills
Java, Agile Methodologies, Java Enterprise Edition, SQL, Spring, JUnit, Linux, Software Development, XML, Web Services, Maven, Architecture, Oracle, Subversion, Scrum, Enterprise Architecture, Distributed Systems, Weblogic, Design Patterns, JMS, PL/SQL, Low Latency, Object Oriented Design, IntelliJ IDEA, Scala, ANTLR, Java Concurrency, Ehcache, YourKit, ActiveMQ, RabbitMQ, Akka, Polyglot, High Frequency Trading, Low Latency Trading, Automated Trading, Trading System..., FIX, REST, Trading Systems, Software Design, MongoDB, JSON, SOA, WebLogic, Ant, JBoss Application Server, Spring Framework, Architectures
Education
University of California, Los Angeles
Bachelor's Degree, Math Applied Science w/Spec. in Computer Science
Bank of America April 2014 - Present
Firm58 February 2010 - April 2014
IMC Financial Markets January 2008 - February 2010
Orbitz December 2006 - December 2007
Digital Insight (acquired by Intuit) 2003 - 2006
Siperian (acquired by Informatica) 2000 - 2003
Northrop Grumman Corporation July 1999 - October 1999
Raytheon July 1998 - October 1998
Skills
Java, Agile Methodologies, Java Enterprise Edition, SQL, Spring, JUnit, Linux, Software Development, XML, Web Services, Maven, Architecture, Oracle, Subversion, Scrum, Enterprise Architecture, Distributed Systems, Weblogic, Design Patterns, JMS, PL/SQL, Low Latency, Object Oriented Design, IntelliJ IDEA, Scala, ANTLR, Java Concurrency, Ehcache, YourKit, ActiveMQ, RabbitMQ, Akka, Polyglot, High Frequency Trading, Low Latency Trading, Automated Trading, Trading System..., FIX, REST, Trading Systems, Software Design, MongoDB, JSON, SOA, WebLogic, Ant, JBoss Application Server, Spring Framework, Architectures
Education
University of California, Los Angeles
Bachelor's Degree, Math Applied Science w/Spec. in Computer Science
Joseph Cha Joseph Cha's Bank of America Experience January 2007 - September 2009
Job WGS Engineering Officer
Industry Military
Experience
United States Air Force March 2013 - Present
Thermo Fisher Scientific September 2012 - January 2013
One Lambda, Inc. November 2010 - September 2012
El Monte High School September 2010 - June 2012
Bank of America January 2007 - September 2009
Skills
Life Sciences, ELISA, Western Blotting, Data Analysis, Molecular Biology, Research, Microsoft Office, Biotechnology, Quality Assurance, Problem Solving, Validation, Teaching, Non-profits, PCR, Cell Culture, Coaching, Science, DNA sequencing, Gel Electrophoresis, Laboratory, Lifesciences, Nonprofits, Immunology
Education
UCLA 2007 — 2010
Bachelor of Science, Biochemistry
United States Air Force March 2013 - Present
Thermo Fisher Scientific September 2012 - January 2013
One Lambda, Inc. November 2010 - September 2012
El Monte High School September 2010 - June 2012
Bank of America January 2007 - September 2009
Skills
Life Sciences, ELISA, Western Blotting, Data Analysis, Molecular Biology, Research, Microsoft Office, Biotechnology, Quality Assurance, Problem Solving, Validation, Teaching, Non-profits, PCR, Cell Culture, Coaching, Science, DNA sequencing, Gel Electrophoresis, Laboratory, Lifesciences, Nonprofits, Immunology
Education
UCLA 2007 — 2010
Bachelor of Science, Biochemistry
Jase Williams Jase Williams's Bank of America Experience May 2001 - January 2003
Job Vice President, Director of Operations at Luxury Homes INTL
Industry Real Estate
Experience
Luxury Homes February 2008 - Present
Bank of America May 2001 - January 2003
Staples 1999 - 2000
Skills
Sales, Marketing, Social Media, Team Building, Real Estate, Facebook, Budgets, Marketing Communications, Cold Calling, Strategic Planning, Marketing Strategy, Negotiation, Customer Service, Business Development, Luxury, Direct Sales, Event Management, Online Advertising
Education
University of California, Los Angeles 2002 — 2003
University of California, Los Angeles 2002 — 2003
Luxury Homes February 2008 - Present
Bank of America May 2001 - January 2003
Staples 1999 - 2000
Skills
Sales, Marketing, Social Media, Team Building, Real Estate, Facebook, Budgets, Marketing Communications, Cold Calling, Strategic Planning, Marketing Strategy, Negotiation, Customer Service, Business Development, Luxury, Direct Sales, Event Management, Online Advertising
Education
University of California, Los Angeles 2002 — 2003
University of California, Los Angeles 2002 — 2003
John Rothfield John Rothfield's Bank of America Experience July 2011 - April 2012
Job Portfolio Manager, International Fixed Income at CalPERS
Industry Financial Services
Experience
CalPERS May 2012 - Present
Bank of America July 2011 - April 2012
Bank of America Merrill Lynch May 2009 - June 2011
Bank of America 1994 - 2009
First Chicago Bank 1989 - 1994
Australian Treasury 1979 - 1987
Skills
Global Macro, Fixed Income, Macroeconomics, Currency, FX, Economics, Economic Research, Rates, Investments, FX Options, Commodity, Portfolio Management, Financial Markets, Financial Analysis, Options, Derivatives, Quantitative Finance, Financial Risk, Trading, Foreign Exchange, Hedging, Alternative Investments, Asset Allocation, Bonds, Investment Strategies, Structured Products, Interest Rate..., Bloomberg, Emerging Markets, Securities, Capital Markets, Equities
Education
University of California, Los Angeles 1985 — 1987
Masters, Economics
University of NSW 1974 — 1976
Commerce, Economics
CalPERS May 2012 - Present
Bank of America July 2011 - April 2012
Bank of America Merrill Lynch May 2009 - June 2011
Bank of America 1994 - 2009
First Chicago Bank 1989 - 1994
Australian Treasury 1979 - 1987
Skills
Global Macro, Fixed Income, Macroeconomics, Currency, FX, Economics, Economic Research, Rates, Investments, FX Options, Commodity, Portfolio Management, Financial Markets, Financial Analysis, Options, Derivatives, Quantitative Finance, Financial Risk, Trading, Foreign Exchange, Hedging, Alternative Investments, Asset Allocation, Bonds, Investment Strategies, Structured Products, Interest Rate..., Bloomberg, Emerging Markets, Securities, Capital Markets, Equities
Education
University of California, Los Angeles 1985 — 1987
Masters, Economics
University of NSW 1974 — 1976
Commerce, Economics
Steve Bono Steve Bono's Bank of America Experience April 2003 - July 2006
Job Vice President at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management October 2015 - Present
San Francisco 49ers 2002 - Present
Constellation Wealth Advisors October 2009 - September 2015
Comcast Sportsnet Bay Area August 2009 - January 2010
ThinkEquity Partners August 2006 - May 2008
Bank of America April 2003 - July 2006
HRJ Capital July 2001 - March 2003
National Football League July 1985 - February 2000
Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management
Education
University of California, Los Angeles 1980 — 1985
BA, Sociology
Norristown Area High School 1977 — 1980
First Republic Private Wealth Management October 2015 - Present
San Francisco 49ers 2002 - Present
Constellation Wealth Advisors October 2009 - September 2015
Comcast Sportsnet Bay Area August 2009 - January 2010
ThinkEquity Partners August 2006 - May 2008
Bank of America April 2003 - July 2006
HRJ Capital July 2001 - March 2003
National Football League July 1985 - February 2000
Skills
Investments, Fundraising, Strategic Planning, Sports, Strategic Partnerships, Sports Marketing, Business Development, Public Speaking, Event Management, Media Relations, Venture Capital, Marketing, Event Planning, Asset Managment, Sponsorship, Strategy, Social Networking, Asset Management, Coaching, New Business Development, Marketing Strategy, Investment Banking, Public Relations, Entrepreneurship, Sports Management
Education
University of California, Los Angeles 1980 — 1985
BA, Sociology
Norristown Area High School 1977 — 1980
Mary Fling Mary Fling's Bank of America Experience April 1994 - February 2009
Job Vice President and Manager at Washington Federal
Industry Banking
Experience
Washington Federal October 2013 - Present
Wells Fargo August 2009 - April 2012
Bank of America April 1994 - February 2009
Fuji Bank February 1993 - April 1994
Skills
Loans, Underwriting, Lines Of Credit, Credit Analysis, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Loan Origination, Financial Structuring, Financial Analysis, Real Estate Due..., Real Estate Transactions, Valuation, Real Estate Economics, Investment Properties, Commercial Lending, Commercial Banking, Small Business Lending, Middle Market, Treasury Services, Cash Flow Lending, Real Estate
Education
University of California, Los Angeles
Bachelors, Economics
Washington Federal October 2013 - Present
Wells Fargo August 2009 - April 2012
Bank of America April 1994 - February 2009
Fuji Bank February 1993 - April 1994
Skills
Loans, Underwriting, Lines Of Credit, Credit Analysis, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Loan Origination, Financial Structuring, Financial Analysis, Real Estate Due..., Real Estate Transactions, Valuation, Real Estate Economics, Investment Properties, Commercial Lending, Commercial Banking, Small Business Lending, Middle Market, Treasury Services, Cash Flow Lending, Real Estate
Education
University of California, Los Angeles
Bachelors, Economics
Ned Dibble Ned Dibble's Bank of America Experience 2000 - 2001
Job Account Management at Symphony Housing
Industry Financial Services
Experience
Symphony Housing September 2010 - Present
Bank of America 2000 - 2001
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics - System Sciences
Wesleyan University 1978 — 1979
Taft School 1974 — 1978
College Prep
Hillside MS
Symphony Housing September 2010 - Present
Bank of America 2000 - 2001
Education
University of California, Los Angeles 1979 — 1983
B.A., Economics - System Sciences
Wesleyan University 1978 — 1979
Taft School 1974 — 1978
College Prep
Hillside MS
Fred Denitz, CLU®, ChFC®, CLTC Fred Denitz, CLU®, ChFC®, CLTC's Bank of America Experience September 1989 - October 1998
Job Wealth Management Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2009 - Present
Vistage International March 2006 - March 2011
Preferred Bank December 2007 - October 2008
Mellon 1st Business Bank July 2000 - December 2007
Imperial Bank October 1998 - June 2000
Bank of America September 1989 - October 1998
Wells Fargo March 1985 - September 1989
Lloyds Bank California September 1979 - March 1985
Skills
To learn about my...
Education
University of California, Los Angeles 1974 — 1979
Bachelors of Arts, Psychology & Sociology: emphasis on organizational behavior, industrial psychology, group processes
Beverly Hills High School 1972 — 1974
Northwestern Mutual February 2009 - Present
Vistage International March 2006 - March 2011
Preferred Bank December 2007 - October 2008
Mellon 1st Business Bank July 2000 - December 2007
Imperial Bank October 1998 - June 2000
Bank of America September 1989 - October 1998
Wells Fargo March 1985 - September 1989
Lloyds Bank California September 1979 - March 1985
Skills
To learn about my...
Education
University of California, Los Angeles 1974 — 1979
Bachelors of Arts, Psychology & Sociology: emphasis on organizational behavior, industrial psychology, group processes
Beverly Hills High School 1972 — 1974
wayne carlos wayne carlos's Bank of America Experience January 2000 - November 2013
Job project manager at blackrock financials
Industry Financial Services
Experience
blackrock financials February 2013 - Present
DSP BlackRock Mutual Fund February 2013 - Present
DSP BlackRock Mutual Fund March 1995 - Present
Bank of America January 2000 - November 2013
Skills
Qualified Chartered..., Account Management, binarytrade, Loan Servicing, Construction Loans
Education
University of California, Los Angeles 2008 — 2010
Master's Degree, accountancy, masters degree
University of North Texas 1990 — 2010
Bachelor of Business Administration (B.B.A.), accountancy
blackrock financials February 2013 - Present
DSP BlackRock Mutual Fund February 2013 - Present
DSP BlackRock Mutual Fund March 1995 - Present
Bank of America January 2000 - November 2013
Skills
Qualified Chartered..., Account Management, binarytrade, Loan Servicing, Construction Loans
Education
University of California, Los Angeles 2008 — 2010
Master's Degree, accountancy, masters degree
University of North Texas 1990 — 2010
Bachelor of Business Administration (B.B.A.), accountancy
James Alterman James Alterman's Bank of America Experience 1985 - 1987
Job Independent Banking, Finance, Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Investor Solutions LLC 2000 - Present
Yum! Brands 1997 - 2000
Computershare / EquiServe 1994 - 1996
Bank of Boston 1987 - 1994
Bank of America 1985 - 1987
Bank of America 1984 - 1985
Skills
Investor Relations, Securities Regulation, Corporate Governance, Leadership, IPO, Mergers & Acquisitions, Corporate Finance, Securities, Business Development, Contract Negotiation, Coaching, Capital Markets, Divestitures, Relationship Management, Financial Modeling, Start-up Organizations, Project Management, Private Equity, Venture Capital, Investment Banking, Leadership Development, Strategic Planning, Financial Analysis, Team Building, Business Planning, Hedge Funds, Corporate Law, Financial Services, Corporate Communications, Strategic Partnerships, Press Releases, Business Strategy, Merger & Acquisition..., Budget Forecasts, Banking, Mergers, Investments
Education
University of California, Los Angeles 1980 — 1984
BA, International Relations & Economics
Investor Solutions LLC 2000 - Present
Yum! Brands 1997 - 2000
Computershare / EquiServe 1994 - 1996
Bank of Boston 1987 - 1994
Bank of America 1985 - 1987
Bank of America 1984 - 1985
Skills
Investor Relations, Securities Regulation, Corporate Governance, Leadership, IPO, Mergers & Acquisitions, Corporate Finance, Securities, Business Development, Contract Negotiation, Coaching, Capital Markets, Divestitures, Relationship Management, Financial Modeling, Start-up Organizations, Project Management, Private Equity, Venture Capital, Investment Banking, Leadership Development, Strategic Planning, Financial Analysis, Team Building, Business Planning, Hedge Funds, Corporate Law, Financial Services, Corporate Communications, Strategic Partnerships, Press Releases, Business Strategy, Merger & Acquisition..., Budget Forecasts, Banking, Mergers, Investments
Education
University of California, Los Angeles 1980 — 1984
BA, International Relations & Economics
Sharon Staley, PMP's Bank of America Experience 1985 - 1986
Job PMO Manager at Lilien Systems
Industry Financial Services
Experience
Lilien Systems January 2012 - Present
FICO August 1996 - February 2011
Charles Schwab 1990 - 1994
Deloitte Consulting 1987 - 1989
National Association of Securities Dealers July 1984 - September 1986
Bank of America 1985 - 1986
Skills
Business Process, Requirements Analysis, Strategy, Leadership, Project Management, SDLC, Management, Product Marketing, SaaS, CRM, Program Management, Business Analysis, Training, Business Strategy, Business Process Design, Professional Services, Consensus Building, PMO, Project Planning, Solution Selling, Marketing, Product Development, Business Planning, Visio, Analytics, Enterprise Software, Cloud Computing, Business Development, Product Management, Software Product..., Software Project...
Education
University of California, Los Angeles 1980 — 1984
BA, Business Economics
Lilien Systems January 2012 - Present
FICO August 1996 - February 2011
Charles Schwab 1990 - 1994
Deloitte Consulting 1987 - 1989
National Association of Securities Dealers July 1984 - September 1986
Bank of America 1985 - 1986
Skills
Business Process, Requirements Analysis, Strategy, Leadership, Project Management, SDLC, Management, Product Marketing, SaaS, CRM, Program Management, Business Analysis, Training, Business Strategy, Business Process Design, Professional Services, Consensus Building, PMO, Project Planning, Solution Selling, Marketing, Product Development, Business Planning, Visio, Analytics, Enterprise Software, Cloud Computing, Business Development, Product Management, Software Product..., Software Project...
Education
University of California, Los Angeles 1980 — 1984
BA, Business Economics
Kelly Gonzalez Kelly Gonzalez's Bank of America Experience April 2012 - December 2013
Job Servicing Operations Executive
Industry Financial Services
Experience
Ocwen Financial Corporation - US June 2015 - Present
Bank of America April 2012 - December 2013
Bank of America April 2011 - April 2012
KMG Consultants May 2008 - April 2012
The Mortgage Mediator May 2008 - January 2010
Business Partners May 2007 - April 2008
Bridgelock Capital January 2006 - January 2007
Pinnacle Estate Properties, Inc. December 2002 - December 2006
Countrywide Home Loans July 1992 - May 2003
Great Western Bank September 1988 - June 1992
Skills
Mortgage Lending, Loan Servicing, Loan Modifications, Default, Foreclosures, Mortgage Banking, FHA, Finance, Real Estate, Executive Management, Portfolio Management, HUD, Operational Risk..., Corporate Governance, Strategic Planning, Leadership, Commercial Lending, Loan Origination, Change Management, Leadership Development, Call Centers, Credit, Risk Management, Financial Risk, Financial Analysis, LPS, Foreclosure Defense, Loan Modification, Foreclosure Prevention, Second Mortgages, Mortgage Industry, RESPA, SOX, Strategic Planning..., Call Center, ACD, Predictive Dialers, Loans, Loss Mitigation, Underwriting, Credit Risk, Financial Services, Refinance, Management, Residential Mortgages, Operational Due..., Customer Service, Customer Retention, Cross-functional Team..., Banking
Education
University of Phoenix 2008 — 2011
B.S., Business Management
University of California, Los Angeles 1988 — 1990
AA, Business Administration
Ocwen Financial Corporation - US June 2015 - Present
Bank of America April 2012 - December 2013
Bank of America April 2011 - April 2012
KMG Consultants May 2008 - April 2012
The Mortgage Mediator May 2008 - January 2010
Business Partners May 2007 - April 2008
Bridgelock Capital January 2006 - January 2007
Pinnacle Estate Properties, Inc. December 2002 - December 2006
Countrywide Home Loans July 1992 - May 2003
Great Western Bank September 1988 - June 1992
Skills
Mortgage Lending, Loan Servicing, Loan Modifications, Default, Foreclosures, Mortgage Banking, FHA, Finance, Real Estate, Executive Management, Portfolio Management, HUD, Operational Risk..., Corporate Governance, Strategic Planning, Leadership, Commercial Lending, Loan Origination, Change Management, Leadership Development, Call Centers, Credit, Risk Management, Financial Risk, Financial Analysis, LPS, Foreclosure Defense, Loan Modification, Foreclosure Prevention, Second Mortgages, Mortgage Industry, RESPA, SOX, Strategic Planning..., Call Center, ACD, Predictive Dialers, Loans, Loss Mitigation, Underwriting, Credit Risk, Financial Services, Refinance, Management, Residential Mortgages, Operational Due..., Customer Service, Customer Retention, Cross-functional Team..., Banking
Education
University of Phoenix 2008 — 2011
B.S., Business Management
University of California, Los Angeles 1988 — 1990
AA, Business Administration
Eric Nomura Eric Nomura's Bank of America Experience November 2010 - Present
Job AVP, Operations Manager at WaMu Investments, Inc., a JP Morgan Chase Company
Industry Financial Services
Experience
Bank of America November 2010 - Present
JP Morgan Chase, formerly WaMu Investments Inc July 1998 - May 2009
WM Group of Funds 1995 - 2009
WM FINANCIAL SERVICES 1995 - 2009
Great Western Financial Securities Corporation December 1995 - July 1998
Pilgrim Group, Inc January 1990 - July 1995
Skills
AML, Account Reconciliation, Accounting, Asset Management, Auditing, Banking, Compliance, Employee Benefits, Equities, Employee Relations, Customer Service, FINRA, Finance, Financial Risk, Financial Services, Fixed Income, Human Resources, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Options, Portfolio Management, Recruiting, Risk Management, Securities, Series 63, Series 7, Software Documentation, Staff Development, Strategic Financial..., Team Building, Team Leadership, Time Management, Trading, Training, Anti Money Laundering, Financial Planning
Education
University of California, Los Angeles 1984 — 1988
Bachelor's degree, Economics
University of California, Los Angeles (UCLA) 1984 — 1988
BA, Economics
Bank of America November 2010 - Present
JP Morgan Chase, formerly WaMu Investments Inc July 1998 - May 2009
WM Group of Funds 1995 - 2009
WM FINANCIAL SERVICES 1995 - 2009
Great Western Financial Securities Corporation December 1995 - July 1998
Pilgrim Group, Inc January 1990 - July 1995
Skills
AML, Account Reconciliation, Accounting, Asset Management, Auditing, Banking, Compliance, Employee Benefits, Equities, Employee Relations, Customer Service, FINRA, Finance, Financial Risk, Financial Services, Fixed Income, Human Resources, Investments, Leadership, Management, Mergers & Acquisitions, Mutual Funds, Options, Portfolio Management, Recruiting, Risk Management, Securities, Series 63, Series 7, Software Documentation, Staff Development, Strategic Financial..., Team Building, Team Leadership, Time Management, Trading, Training, Anti Money Laundering, Financial Planning
Education
University of California, Los Angeles 1984 — 1988
Bachelor's degree, Economics
University of California, Los Angeles (UCLA) 1984 — 1988
BA, Economics
Leticia Sanchez Walker Leticia Sanchez Walker's Bank of America Experience April 1999 - July 2000
Job Senior Paralegal at CBRE, INC.
Industry Legal Services
Experience
CBRE December 2010 - Present
CNA Insurance March 2005 - December 2010
Indymac Bank January 2003 - March 2005
Joico Laboratories, Inc. July 2000 - January 2003
Bank of America April 1999 - July 2000
Bank of America June 1995 - January 1999
Skills
Legal Research, Litigation Support, Legal Writing, Litigation, Civil Litigation, Westlaw, Document Review, Legal Assistance, Legal Documents, Serengeti Law Tracker, Corporate Law, Intellectual Property, Courts, Trials, Real Estate, WordPerfect, Due Diligence
Education
University of California, Los Angeles
Paralegal Certificate, ABA Accredited Paralegal Program
Whittier College
Bachelor of Arts
CBRE December 2010 - Present
CNA Insurance March 2005 - December 2010
Indymac Bank January 2003 - March 2005
Joico Laboratories, Inc. July 2000 - January 2003
Bank of America April 1999 - July 2000
Bank of America June 1995 - January 1999
Skills
Legal Research, Litigation Support, Legal Writing, Litigation, Civil Litigation, Westlaw, Document Review, Legal Assistance, Legal Documents, Serengeti Law Tracker, Corporate Law, Intellectual Property, Courts, Trials, Real Estate, WordPerfect, Due Diligence
Education
University of California, Los Angeles
Paralegal Certificate, ABA Accredited Paralegal Program
Whittier College
Bachelor of Arts
Armond Angeles Armond Angeles's Bank of America Experience January 2005 - January 2006
Job CoFounder at Bagel Tops Inc.
Industry Financial Services
Experience
Bagel Tops Inc. January 2009 - Present
Citigroup January 2006 - April 2008
Bank of America January 2005 - January 2006
Education
University of California, Los Angeles 2006 — 2008
Certificate in Personal Financial Planning
University of Southern California - Marshall School of Business 2001 — 2004
Bachelors Degree, Entrepreneurship Studies
Bagel Tops Inc. January 2009 - Present
Citigroup January 2006 - April 2008
Bank of America January 2005 - January 2006
Education
University of California, Los Angeles 2006 — 2008
Certificate in Personal Financial Planning
University of Southern California - Marshall School of Business 2001 — 2004
Bachelors Degree, Entrepreneurship Studies
Narine Panosian Narine Panosian's Bank of America Experience September 2003 - June 2004
Job MSW with experience in employee engagement, familiarity with nonprofits and work with teams of all ages
Industry Entertainment
Experience
Paros Foundation June 2013 - Present
The Heros Humanitarian Foundation January 2008 - Present
Warner Bros. Entertainment Group of Companies September 2012 - June 2013
Los Angeles Conservation Corps September 2011 - May 2012
Law Offices of Felman, Daggenhurst & El Dabe June 2006 - June 2011
Bank of America September 2003 - June 2004
Skills
Wordperfect, WordPress, Photoshop, Research, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Social Media, Teamwork, Event Planning, English, Teaching, Community Outreach, Time Management, Qualitative Research, Case Managment, Fundraising, Project Coordination, Non-profit Leadership, Training, Microsoft Office, New Program Development, Team Building, Management, Recruiting, Case Management, Nonprofits
Education
USC 2011 — 2013
Master of Social Work (MSW)
UCLA 2005 — 2007
Bachelor of Arts (B.A.), Sociology
Paros Foundation June 2013 - Present
The Heros Humanitarian Foundation January 2008 - Present
Warner Bros. Entertainment Group of Companies September 2012 - June 2013
Los Angeles Conservation Corps September 2011 - May 2012
Law Offices of Felman, Daggenhurst & El Dabe June 2006 - June 2011
Bank of America September 2003 - June 2004
Skills
Wordperfect, WordPress, Photoshop, Research, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Social Media, Teamwork, Event Planning, English, Teaching, Community Outreach, Time Management, Qualitative Research, Case Managment, Fundraising, Project Coordination, Non-profit Leadership, Training, Microsoft Office, New Program Development, Team Building, Management, Recruiting, Case Management, Nonprofits
Education
USC 2011 — 2013
Master of Social Work (MSW)
UCLA 2005 — 2007
Bachelor of Arts (B.A.), Sociology
George Padilla George Padilla's Bank of America Experience October 2011 - October 2013
Job Vice Presdient Business Client Advisor at Union Bank
Industry Banking
Experience
Union Bank December 2013 - May 2015
Bank of America October 2011 - October 2013
Bank of America 1996 - 2011
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Cash Management, Small Business Lending, Real Estate, Strategic Planning, Treasury Management, Loan Origination, Credit Risk, Consumer Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Mortgage Banking, Relationship Management, Cross Selling
Education
University of California, Los Angeles
Union Bank December 2013 - May 2015
Bank of America October 2011 - October 2013
Bank of America 1996 - 2011
Skills
Banking, Credit, Commercial Lending, Commercial Banking, Loans, Mortgage Lending, Cash Management, Small Business Lending, Real Estate, Strategic Planning, Treasury Management, Loan Origination, Credit Risk, Consumer Lending, Commercial Mortgages, Portfolio Management, Lines Of Credit, Mortgage Banking, Relationship Management, Cross Selling
Education
University of California, Los Angeles
Jack Hagop Karadanaian Jack Hagop Karadanaian's Bank of America Experience October 2003 - November 2008
Job Citigold Relationship Manager at CITIBANK
Industry Banking
Experience
Citi September 2011 - Present
Western International Securities April 2009 - September 2011
Bank of America October 2003 - November 2008
Education
UCLA 1997 — 1999
Bachelor of Science (BS), English Language and Literature/Letters
Citi September 2011 - Present
Western International Securities April 2009 - September 2011
Bank of America October 2003 - November 2008
Education
UCLA 1997 — 1999
Bachelor of Science (BS), English Language and Literature/Letters
David Roff David Roff's Bank of America Experience August 2005 - Present
Job IT Infrastructure Architect
Industry Financial Services
Experience
Bank of America August 2005 - Present
UCLA Medical Center 2002 - 2005
E-Acumen 2000 - 2002
Trust Company of the West 1994 - 2000
Avanced Bionics 1992 - 1994
A.E. Mann Foundation 1988 - 1991
Skills
Virtualization, VMware ESX, x86 Server Hardware, Linux, Windows, Unix, Solaris, HP-UX, DB2, Sybase, SQL Server, Oracle 11g R2, T-SQL, Java Enterprise Edition, Powershell, Bash, Csh, Ksh, WebSphere Application..., Checkpoint, SAN, NAS, Cloud Computing, Servers, VMware
Education
University of California, Los Angeles 1988 — 1991
Integrated Circuits and Systems
University of California, Los Angeles 1983 — 1988
BS, Electrical Engineering
Bank of America August 2005 - Present
UCLA Medical Center 2002 - 2005
E-Acumen 2000 - 2002
Trust Company of the West 1994 - 2000
Avanced Bionics 1992 - 1994
A.E. Mann Foundation 1988 - 1991
Skills
Virtualization, VMware ESX, x86 Server Hardware, Linux, Windows, Unix, Solaris, HP-UX, DB2, Sybase, SQL Server, Oracle 11g R2, T-SQL, Java Enterprise Edition, Powershell, Bash, Csh, Ksh, WebSphere Application..., Checkpoint, SAN, NAS, Cloud Computing, Servers, VMware
Education
University of California, Los Angeles 1988 — 1991
Integrated Circuits and Systems
University of California, Los Angeles 1983 — 1988
BS, Electrical Engineering
Tara Boyle Tara Boyle's Bank of America Experience January 2011 - Present
Job SVP, Program Manager at Bank of America
Industry Banking
Experience
Bank of America January 2011 - Present
Bank of America January 2006 - January 2011
MBNA America 1995 - 2006
MCI Telecommunications February 1987 - July 1995
Skills
Credit Cards, Vendor Management, Banking, Credit, Financial Services, Financial Analysis, Mortgage Lending, Risk Management, Relationship Management, Retail Banking, Loans, Call Centers, Business Analysis, Executive Management, Financial Risk, Mortgage Banking, PMO, Commercial Banking, Consumer Lending, Credit Risk, Portfolio Management, Operational Risk..., Process Improvement
Education
University of California, Los Angeles
Sociology
Additional Education:
Bank of America January 2011 - Present
Bank of America January 2006 - January 2011
MBNA America 1995 - 2006
MCI Telecommunications February 1987 - July 1995
Skills
Credit Cards, Vendor Management, Banking, Credit, Financial Services, Financial Analysis, Mortgage Lending, Risk Management, Relationship Management, Retail Banking, Loans, Call Centers, Business Analysis, Executive Management, Financial Risk, Mortgage Banking, PMO, Commercial Banking, Consumer Lending, Credit Risk, Portfolio Management, Operational Risk..., Process Improvement
Education
University of California, Los Angeles
Sociology
Additional Education:
Jerald Burget Jerald Burget's Bank of America Experience March 2011 - October 2011
Job Principal Architect at Blue Rhino Group
Industry Management Consulting
Experience
Blue Rhino Group May 2013 - May 2015
Hospitality October 2011 - May 2013
Bank of America March 2011 - October 2011
JetBlue Airways August 2010 - February 2011
PMSI March 2010 - July 2010
CdB Technologies, Inc. June 2003 - July 2010
Capital One November 2009 - April 2010
Pharmion November 2008 - November 2009
City of Miami March 2008 - November 2008
Florida's Turnpike Enterprise March 2007 - March 2008
Skills
Enterprise Architecture, Agile, Program Management, Risk Management, Enterprise Business, Portfolio Management, Agile Methodologies, Architecture, Business Process, SOA, SDLC, IT Strategy, Requirements Analysis, Business Modeling, Business Rules, Business Strategy, Business Architecture, TOGAF, Management, Project Management, Governance, PMO, Microsoft SQL Server, Business Process Design, Change Management, Business Process..., Software Development, UML, Integration, Requirements Gathering, Strategy, Security, Analysis, Leadership, Software Documentation, Information Technology, Consulting, Quality Assurance, Enterprise Software, IT Management, Business Intelligence, Testing, Architectures, Vendor Management, Business Analysis, Software Project..., Process Improvement, Project Portfolio..., Solution Architecture
Education
University of California, Los Angeles 1970 — 1972
BS, Business Administration
Highland College 1969 — 1970
AS, Data Processing
Blue Rhino Group May 2013 - May 2015
Hospitality October 2011 - May 2013
Bank of America March 2011 - October 2011
JetBlue Airways August 2010 - February 2011
PMSI March 2010 - July 2010
CdB Technologies, Inc. June 2003 - July 2010
Capital One November 2009 - April 2010
Pharmion November 2008 - November 2009
City of Miami March 2008 - November 2008
Florida's Turnpike Enterprise March 2007 - March 2008
Skills
Enterprise Architecture, Agile, Program Management, Risk Management, Enterprise Business, Portfolio Management, Agile Methodologies, Architecture, Business Process, SOA, SDLC, IT Strategy, Requirements Analysis, Business Modeling, Business Rules, Business Strategy, Business Architecture, TOGAF, Management, Project Management, Governance, PMO, Microsoft SQL Server, Business Process Design, Change Management, Business Process..., Software Development, UML, Integration, Requirements Gathering, Strategy, Security, Analysis, Leadership, Software Documentation, Information Technology, Consulting, Quality Assurance, Enterprise Software, IT Management, Business Intelligence, Testing, Architectures, Vendor Management, Business Analysis, Software Project..., Process Improvement, Project Portfolio..., Solution Architecture
Education
University of California, Los Angeles 1970 — 1972
BS, Business Administration
Highland College 1969 — 1970
AS, Data Processing
Maribel Arias Maribel Arias's Bank of America Experience June 1987 - June 1997
Job Underwriting Manager at Chubb Insurance
Industry Insurance
Experience
Chubb Insurance June 1997 - Present
Bank of America June 1987 - June 1997
Skills
Underwriting, Negotiation, Property & Casualty..., Management, Commercial Insurance, Insurance, Commercial Lines, Umbrella Insurance, Professional Liability, Casualty, Liability, Employment Practices..., D&O, Excess, Workers Compensation, General Insurance, Risk Management, Reinsurance, Casualty Insurance
Education
University of California, Los Angeles 1987 — 1992
BA, Sociology with Business & Administration Emphasis
Chubb Insurance June 1997 - Present
Bank of America June 1987 - June 1997
Skills
Underwriting, Negotiation, Property & Casualty..., Management, Commercial Insurance, Insurance, Commercial Lines, Umbrella Insurance, Professional Liability, Casualty, Liability, Employment Practices..., D&O, Excess, Workers Compensation, General Insurance, Risk Management, Reinsurance, Casualty Insurance
Education
University of California, Los Angeles 1987 — 1992
BA, Sociology with Business & Administration Emphasis
Diana Su Chau Diana Su Chau's Bank of America Experience October 2014 - March 2015
Job Reader at ETS
Industry Education Management
Experience
Educational Testing Service (ETS) April 2015 - July 2015
Bank of America October 2014 - March 2015
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Linguistics
Educational Testing Service (ETS) April 2015 - July 2015
Bank of America October 2014 - March 2015
Education
University of California, Los Angeles 2012 — 2014
Bachelor's Degree, Linguistics
Robert Armstrong Robert Armstrong's Bank of America Experience August 1989 - December 1999
Job HNW/Corporate Banking Group Head
Industry Executive Office
Experience
BofI Federal Bank September 2013 - Present
Cappetta Capital, LLC December 2010 - September 2013
San Diego Private Bank October 2005 - February 2010
US Bank December 1999 - June 2005
Bank of America August 1989 - December 1999
Skills
Loans, Portfolio Management, Banking, Mergers & Acquisitions, Commercial Banking, Risk Management, Management, Financial Analysis, Strategic Financial..., Business Strategy, Private Equity, Investments, Marketing, Business Development, Strategic Planning, Asset Management, Financial Modeling, Business Planning, Leadership, Due Diligence, Wealth Management, Finance, Financial Services, Executive Management, Management Consulting, Corporate Finance, Strategy, Valuation, Venture Capital, Credit, Financial Structuring, Investment Advisory, Investment Banking, Investment Management, Restructuring, Securities, Start-ups
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
BofI Federal Bank September 2013 - Present
Cappetta Capital, LLC December 2010 - September 2013
San Diego Private Bank October 2005 - February 2010
US Bank December 1999 - June 2005
Bank of America August 1989 - December 1999
Skills
Loans, Portfolio Management, Banking, Mergers & Acquisitions, Commercial Banking, Risk Management, Management, Financial Analysis, Strategic Financial..., Business Strategy, Private Equity, Investments, Marketing, Business Development, Strategic Planning, Asset Management, Financial Modeling, Business Planning, Leadership, Due Diligence, Wealth Management, Finance, Financial Services, Executive Management, Management Consulting, Corporate Finance, Strategy, Valuation, Venture Capital, Credit, Financial Structuring, Investment Advisory, Investment Banking, Investment Management, Restructuring, Securities, Start-ups
Education
University of California, Los Angeles 1986 — 1990
B.A., Economics
Patrick Hedges Patrick Hedges's Bank of America Experience
Job Business Support Executive at Bank of America
Industry Banking
Experience
Bank of America
Education
University of California, Los Angeles 1991 — 1993
Master of Business Administration (MBA)
University of California, Los Angeles 1984 — 1989
Bachelor of Science (BS), electrical engineering
Bank of America
Education
University of California, Los Angeles 1991 — 1993
Master of Business Administration (MBA)
University of California, Los Angeles 1984 — 1989
Bachelor of Science (BS), electrical engineering
Al Sheldon Al Sheldon's Bank of America Experience 1982 - 1992
Job Vice President Business Development at Go Rentals, Inc.
Industry Leisure, Travel & Tourism
Experience
Go Rentals, Inc. June 2015 - Present
Beverly Hills Rent a Car January 2011 - May 2015
Beverly Hills Rent a Car January 2011 - May 2015
Beverly Hills Rent a Car 2011 - 2013
Enterprise Rent-A-Car 2001 - 2011
Bank of America 1982 - 1992
Bank of America 1982 - 1992
Bank of America 1982 - 1992
Skills
Sales Management, Account Management, Hotels, New Business Development, Sales, Management, Profit, Tourism, Customer Satisfaction, Marketing, Customer Service, Hospitality, Marketing Strategy, Team Building
Education
University of California, Los Angeles
Go Rentals, Inc. June 2015 - Present
Beverly Hills Rent a Car January 2011 - May 2015
Beverly Hills Rent a Car January 2011 - May 2015
Beverly Hills Rent a Car 2011 - 2013
Enterprise Rent-A-Car 2001 - 2011
Bank of America 1982 - 1992
Bank of America 1982 - 1992
Bank of America 1982 - 1992
Skills
Sales Management, Account Management, Hotels, New Business Development, Sales, Management, Profit, Tourism, Customer Satisfaction, Marketing, Customer Service, Hospitality, Marketing Strategy, Team Building
Education
University of California, Los Angeles
Sahar Ghaffari Sahar Ghaffari's Bank of America Experience August 2014 - Present
Job Assistant Vice President, Bankruptcy Specialist II at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America June 2013 - August 2014
Bank of America December 2010 - 2013
LuxEcoLiving.com August 2009 - September 2010
Skills
Quality Center, Test Planning, Foreclosures, Quality Assurance, Test Management, System Testing, Testing, Requirements Gathering, Manual Testing, Requirements Analysis, Business Requirements, SDLC, Visio, User Acceptance Testing, Waterfall, HP Quality Center, Social Media, Analysis, Banking, Loans, Microsoft Office, Project Management, Research, Customer Service, Process Improvement
Education
University of California, Los Angeles
Bachelor of Arts (BA), History
Bank of America August 2014 - Present
Bank of America June 2013 - August 2014
Bank of America December 2010 - 2013
LuxEcoLiving.com August 2009 - September 2010
Skills
Quality Center, Test Planning, Foreclosures, Quality Assurance, Test Management, System Testing, Testing, Requirements Gathering, Manual Testing, Requirements Analysis, Business Requirements, SDLC, Visio, User Acceptance Testing, Waterfall, HP Quality Center, Social Media, Analysis, Banking, Loans, Microsoft Office, Project Management, Research, Customer Service, Process Improvement
Education
University of California, Los Angeles
Bachelor of Arts (BA), History
Heidi L. Roberts's Bank of America Experience January 2005 - September 2006
Job SVP, Marketing & Communications at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch September 2006 - Present
Bank of America January 2005 - September 2006
Bank of America January 2004 - January 2005
Bank of America March 1999 - January 2004
Mitsui Vendor Leasing August 1998 - March 1999
Mitsui Vendor Leasing July 1997 - August 1998
Mitsui Vendor Leasing August 1993 - July 1997
Planchet Capital Corporation August 1992 - July 1993
Planchet Capital Corporation October 1991 - August 1992
Planchet Capital Corporation February 1990 - October 1991
Skills
Cross-functional Team..., Marketing Management, Integrated Marketing, Budgeting, Strategic Planning, Budgets, Strategic Partnerships, Program Management, Banking
Education
University of California, Los Angeles 1982 — 1986
B.A., Organizational Sociology
Los Lomas 1979 — 1982
Bank of America Merrill Lynch September 2006 - Present
Bank of America January 2005 - September 2006
Bank of America January 2004 - January 2005
Bank of America March 1999 - January 2004
Mitsui Vendor Leasing August 1998 - March 1999
Mitsui Vendor Leasing July 1997 - August 1998
Mitsui Vendor Leasing August 1993 - July 1997
Planchet Capital Corporation August 1992 - July 1993
Planchet Capital Corporation October 1991 - August 1992
Planchet Capital Corporation February 1990 - October 1991
Skills
Cross-functional Team..., Marketing Management, Integrated Marketing, Budgeting, Strategic Planning, Budgets, Strategic Partnerships, Program Management, Banking
Education
University of California, Los Angeles 1982 — 1986
B.A., Organizational Sociology
Los Lomas 1979 — 1982
David Dionisio David Dionisio's Bank of America Experience June 1977 - July 1999
Job Girlfriends Films
Industry Entertainment
Experience
Girlfriends Films March 2014 - Present
LFP Inc October 2002 - April 2013
Bank of America June 1977 - July 1999
Skills
Entertainment, Social Media, Microsoft Office, Television, Film, Event Management, Customer Service, Event Planning, Photoshop, Video Production, Microsoft Excel, Social Media Marketing, Marketing Strategy, Advertising, Account Management, Integrated Marketing, Digital Distribution, Trade Shows, Sales Management, Marketing, Brand Development, B2B, International Sales, Social Networking, Sales, Management, Digital Media
Education
University of California, Los Angeles 1984 — 1986
MFA, Theatre/Theater
University of California, Los Angeles 1979 — 1983
Bachelor of Arts (B.A.)
Elk Grove High School 1974 — 1977
Girlfriends Films March 2014 - Present
LFP Inc October 2002 - April 2013
Bank of America June 1977 - July 1999
Skills
Entertainment, Social Media, Microsoft Office, Television, Film, Event Management, Customer Service, Event Planning, Photoshop, Video Production, Microsoft Excel, Social Media Marketing, Marketing Strategy, Advertising, Account Management, Integrated Marketing, Digital Distribution, Trade Shows, Sales Management, Marketing, Brand Development, B2B, International Sales, Social Networking, Sales, Management, Digital Media
Education
University of California, Los Angeles 1984 — 1986
MFA, Theatre/Theater
University of California, Los Angeles 1979 — 1983
Bachelor of Arts (B.A.)
Elk Grove High School 1974 — 1977
Pauline Castro's Bank of America Experience February 2011 - Present
Job Senior Fraud Analyst at Bank of America
Industry Banking
Experience
Bank of America February 2011 - Present
Bank of America April 2008 - February 2011
Bank of America 2006 - 2008
Bank of America 2003 - 2006
Skills
Fraud Detection, Fraud Prevention, Risk Management, Operational Risk, Human Resources, Management, Banking, Retail Banking, Employee Training, Analytic Problem Solving, Collaborative Problem..., Internal Investigations, Anti Money Laundering, Customer Satisfaction, Customer Retention, Team Leadership, Problem Solving
Education
University of California, Los Angeles
Bachelor’s Degree, English Language and Literature/Letters
Bank of America February 2011 - Present
Bank of America April 2008 - February 2011
Bank of America 2006 - 2008
Bank of America 2003 - 2006
Skills
Fraud Detection, Fraud Prevention, Risk Management, Operational Risk, Human Resources, Management, Banking, Retail Banking, Employee Training, Analytic Problem Solving, Collaborative Problem..., Internal Investigations, Anti Money Laundering, Customer Satisfaction, Customer Retention, Team Leadership, Problem Solving
Education
University of California, Los Angeles
Bachelor’s Degree, English Language and Literature/Letters
Eileen McCaffrey Eileen McCaffrey's Bank of America Experience March 1987 - August 1990
Job Wells Fargo Bank
Industry
Experience
WELLS FARGO BANK September 2014 - Present
Wells Fargo October 1999 - September 2014
Wells Fargo January 1994 - December 1998
Wells Fargo May 1992 - December 1993
Wells Fargo August 1990 - April 1992
Bank of America March 1987 - August 1990
Bank of America November 1985 - February 1987
Skills
Analytics, Banking, Strategy, Management
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics/Systems Science
WELLS FARGO BANK September 2014 - Present
Wells Fargo October 1999 - September 2014
Wells Fargo January 1994 - December 1998
Wells Fargo May 1992 - December 1993
Wells Fargo August 1990 - April 1992
Bank of America March 1987 - August 1990
Bank of America November 1985 - February 1987
Skills
Analytics, Banking, Strategy, Management
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Economics/Systems Science
Brian Putler Brian Putler's Bank of America Experience November 2014 - Present
Job SVP, State Government Relations, Western Region at Bank of America
Industry Legislative Office
Experience
Bank of America November 2014 - Present
California Governor Edmund G. Brown Jr. June 2011 - November 2014
California Franchise Tax Board 2001 - June 2011
California Franchise Tax Board 1998 - 2000
California Franchise Tax Board 1993 - 1998
Greve Clifford Diepenbrock & Paras 1986 - 1993
Skills
Public Policy, Legislation, Legislative Affairs, Litigation, Tax, Policy Analysis, Legislative Relations, Income Tax, Legal Research, Strategic Planning, Legal Writing, Research, Government, Community Outreach, Coalitions, Legislative Research, Politics
Education
University of the Pacific - McGeorge School of Law 1982 — 1985
JD
University of California, Los Angeles 1979 — 1981
BA, Economics
Bank of America November 2014 - Present
California Governor Edmund G. Brown Jr. June 2011 - November 2014
California Franchise Tax Board 2001 - June 2011
California Franchise Tax Board 1998 - 2000
California Franchise Tax Board 1993 - 1998
Greve Clifford Diepenbrock & Paras 1986 - 1993
Skills
Public Policy, Legislation, Legislative Affairs, Litigation, Tax, Policy Analysis, Legislative Relations, Income Tax, Legal Research, Strategic Planning, Legal Writing, Research, Government, Community Outreach, Coalitions, Legislative Research, Politics
Education
University of the Pacific - McGeorge School of Law 1982 — 1985
JD
University of California, Los Angeles 1979 — 1981
BA, Economics
Taylor Tobeck's Bank of America Experience August 2008 - December 2013
Job Experienced and imaginative compliance professional, educator, writer, looking to make a difference.
Industry Banking
Experience
Actively Seeking New Opportunities October 2014 - Present
Bank of America August 2008 - December 2013
Countrywide Bank November 2006 - July 2008
Countrywide Home Loans October 2002 - July 2005
St. Paul's First Lutheran School July 1995 - June 2000
Skills
Risk Management, Banking, Credit, Credit Analysis, Loans, Credit Risk, Financial Risk, Financial Services, Mortgage Underwriting, FHA, Analysis, Process Improvement, Due Diligence, Customer Service, SharePoint, Report Writing, Financial Reporting, Grant Writing, Educational Leadership, Educational Technology, Mortgage Lending, Mortgage Banking, Leadership
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Political Science and Government
University of California, Los Angeles
Bachelor of Science (B.S.), Political Science and Government
Actively Seeking New Opportunities October 2014 - Present
Bank of America August 2008 - December 2013
Countrywide Bank November 2006 - July 2008
Countrywide Home Loans October 2002 - July 2005
St. Paul's First Lutheran School July 1995 - June 2000
Skills
Risk Management, Banking, Credit, Credit Analysis, Loans, Credit Risk, Financial Risk, Financial Services, Mortgage Underwriting, FHA, Analysis, Process Improvement, Due Diligence, Customer Service, SharePoint, Report Writing, Financial Reporting, Grant Writing, Educational Leadership, Educational Technology, Mortgage Lending, Mortgage Banking, Leadership
Education
University of California, Los Angeles
Bachelor of Science (B.S.), Political Science and Government
University of California, Los Angeles
Bachelor of Science (B.S.), Political Science and Government
Martin Bruno Martin Bruno's Bank of America Experience June 2009 - December 2012
Job Operations at Genpact Mortgage Services NMLS#1155719
Industry Banking
Experience
Genpact Mortgage Services October 2013 - Present
Pacific Union Financial December 2012 - September 2013
Bank of America June 2009 - December 2012
Bank of America April 2008 - June 2009
Countrywide Bank FSB July 2003 - April 2008
Skills
Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Managing Managers, Loan Origination, Loans, Mortgage Banking, Underwriting, Finance, Management, FHA, Sales Management, Credit, Leadership, Process Improvement
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.)
Genpact Mortgage Services October 2013 - Present
Pacific Union Financial December 2012 - September 2013
Bank of America June 2009 - December 2012
Bank of America April 2008 - June 2009
Countrywide Bank FSB July 2003 - April 2008
Skills
Mortgage Lending, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Managing Managers, Loan Origination, Loans, Mortgage Banking, Underwriting, Finance, Management, FHA, Sales Management, Credit, Leadership, Process Improvement
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Arts (B.A.)
Jane King's Bank of America Experience February 2012 - July 2015
Job Underwriter at Bank of America
Industry Financial Services
Experience
Accenture August 2015 - Present
Bank of America February 2012 - July 2015
Bank of America August 2010 - February 2012
Argonaut Mortgage February 2005 - June 2009
California Wine Sellers 2001 - 2005
Skills
Banking, Real Estate, Mortgage Banking, Financial Analysis, REO, FHA, Credit Analysis, Analysis, Asset Management, Business Development, Commercial Mortgages, Consumer Lending, Credit Risk, Commercial Lending, Customer Service, Executive Management, FHA financing, Financial Modeling, Financial Risk, Foreclosures, Funding, Finance, Investment Properties, Investments, Investors, Leadership, Loans, Marketing, Management, Mortgage Underwriting, Negotiation, Portfolio Management, Process Improvement, Property, Public Speaking, Real Estate Transactions, Referrals, Refinance, Residential Homes, Relocation, Residential Mortgages, Risk Management, Sales, Sales Management, Small Business, Team Building, USDA, Underwriting, VA loans, Valuation
Education
University of California, Los Angeles 1991 — 1995
Bachelor of Science (B.S.), Biology
Accenture August 2015 - Present
Bank of America February 2012 - July 2015
Bank of America August 2010 - February 2012
Argonaut Mortgage February 2005 - June 2009
California Wine Sellers 2001 - 2005
Skills
Banking, Real Estate, Mortgage Banking, Financial Analysis, REO, FHA, Credit Analysis, Analysis, Asset Management, Business Development, Commercial Mortgages, Consumer Lending, Credit Risk, Commercial Lending, Customer Service, Executive Management, FHA financing, Financial Modeling, Financial Risk, Foreclosures, Funding, Finance, Investment Properties, Investments, Investors, Leadership, Loans, Marketing, Management, Mortgage Underwriting, Negotiation, Portfolio Management, Process Improvement, Property, Public Speaking, Real Estate Transactions, Referrals, Refinance, Residential Homes, Relocation, Residential Mortgages, Risk Management, Sales, Sales Management, Small Business, Team Building, USDA, Underwriting, VA loans, Valuation
Education
University of California, Los Angeles 1991 — 1995
Bachelor of Science (B.S.), Biology
Saadiya Ismail's Bank of America Experience July 2013 - August 2013
Job Marketing and Recruiting Intern at Premier Staffing Inc.
Industry
Experience
Osterweis Capital Management June 2015 - September 2015
Wells Fargo February 2015 - February 2015
Premier Staffing Inc. June 2014 - August 2014
The MAJOR Fund January 2014 - June 2014
UCLA Department of Urology October 2013 - June 2014
Bank of America July 2013 - August 2013
Mathnasium - The Math Learning Center April 2013 - June 2013
California Film Institute October 2012 - December 2012
Skills
Research, Customer Service, Social Media, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Community Outreach, Leadership, Social Networking
Education
University of California, Los Angeles 2013 — 2017
Osterweis Capital Management June 2015 - September 2015
Wells Fargo February 2015 - February 2015
Premier Staffing Inc. June 2014 - August 2014
The MAJOR Fund January 2014 - June 2014
UCLA Department of Urology October 2013 - June 2014
Bank of America July 2013 - August 2013
Mathnasium - The Math Learning Center April 2013 - June 2013
California Film Institute October 2012 - December 2012
Skills
Research, Customer Service, Social Media, Teamwork, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Community Outreach, Leadership, Social Networking
Education
University of California, Los Angeles 2013 — 2017
Lynn Reaser Lynn Reaser's Bank of America Experience January 1999 - March 2009
Job Chief Economist, Fermanian Business & Economic Institute at Point Loma Nazarene University
Industry Higher Education
Experience
Point Loma Nazarene University August 2009 - Present
Bank of America January 1999 - March 2009
bank of america 1996 - 2009
Bank of America 1996 - 2009
Skills
Data Analysis, Fixed Income, Finance, Economics, Investments, Management, Forecasting, Investment Management, Analysis, Market Research, Public Speaking, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Macroeconomics, Business Strategy, Nonprofits, Research, Financial Analysis, Equities, Strategic Planning, Econometrics, Entrepreneurship, Leadership
Education
University of California, Los Angeles 1969 — 1974
Ph.D., Economics
Point Loma Nazarene University August 2009 - Present
Bank of America January 1999 - March 2009
bank of america 1996 - 2009
Bank of America 1996 - 2009
Skills
Data Analysis, Fixed Income, Finance, Economics, Investments, Management, Forecasting, Investment Management, Analysis, Market Research, Public Speaking, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Macroeconomics, Business Strategy, Nonprofits, Research, Financial Analysis, Equities, Strategic Planning, Econometrics, Entrepreneurship, Leadership
Education
University of California, Los Angeles 1969 — 1974
Ph.D., Economics
Nate Loakes's Bank of America Experience March 2010 - August 2010
Job Attorney at Law
Industry Law Practice
Experience
The Ryan Law Firm December 2013 - Present
The Ryan Law Firm August 2013 - December 2013
The Ryan Law Firm May 2012 - August 2012
Elite Athletes International December 2011 - April 2012
NuMedia August 2011 - December 2011
Metro Goldwyn Mayer June 2011 - July 2011
Bank of America March 2010 - August 2010
Law Offices of Ronald A. Hecker September 2008 - March 2010
Skills
Legal Research, Westlaw, Legal Writing, Lexis, Litigation Support, Legal Issues, Document Review, Pleadings, Document Drafting, Family Law, Licensing, Public Speaking, Copyright Law, Entertainment Law
Education
Southwestern Law School 2010 — 2013
Juris Doctor
UCLA 2005 — 2007
Bachelor of Arts (B.A.), Philosophy
The Ryan Law Firm December 2013 - Present
The Ryan Law Firm August 2013 - December 2013
The Ryan Law Firm May 2012 - August 2012
Elite Athletes International December 2011 - April 2012
NuMedia August 2011 - December 2011
Metro Goldwyn Mayer June 2011 - July 2011
Bank of America March 2010 - August 2010
Law Offices of Ronald A. Hecker September 2008 - March 2010
Skills
Legal Research, Westlaw, Legal Writing, Lexis, Litigation Support, Legal Issues, Document Review, Pleadings, Document Drafting, Family Law, Licensing, Public Speaking, Copyright Law, Entertainment Law
Education
Southwestern Law School 2010 — 2013
Juris Doctor
UCLA 2005 — 2007
Bachelor of Arts (B.A.), Philosophy
Sheila Darbani Sheila Darbani's Bank of America Experience March 2008 - March 2010
Job Sales Manager, Outbound Business Representatives Enterprise Accounts at Box
Industry Internet
Experience
Box August 2014 - Present
Box February 2012 - August 2014
LinkedIn January 2011 - January 2012
Simply Hired April 2010 - January 2011
Bank of America March 2008 - March 2010
Bank of America January 2007 - February 2008
Skills
Microsoft Excel, Social Media, Selling Skills, Solution Selling, Brand Awareness, Qualifying Prospects, Salesforce.com, Professional Services
Education
University of California, Los Angeles
Box August 2014 - Present
Box February 2012 - August 2014
LinkedIn January 2011 - January 2012
Simply Hired April 2010 - January 2011
Bank of America March 2008 - March 2010
Bank of America January 2007 - February 2008
Skills
Microsoft Excel, Social Media, Selling Skills, Solution Selling, Brand Awareness, Qualifying Prospects, Salesforce.com, Professional Services
Education
University of California, Los Angeles
Douglas Salmonson Douglas Salmonson's Bank of America Experience 1996 - 2013
Job Credit Analyst/Financial Analyst
Industry Financial Services
Experience
iPayment Corp. August 2014 - Present
Bank of America 1996 - 2013
Skills
Refinance, Residential Mortgages, Credit Analysis, Banking, Portfolio Management, Mortgage Underwriting, Commercial Lending, Financial Analysis, Credit, Underwriting, Loans, Real Estate, Finance, Financial Risk, Cash Flow, Mortgage Banking, Risk Management, Mortgage Lending
Education
University of California, Los Angeles
Bachelor's Degree, Political Science and Government
Mortgage Bankers Association
iPayment Corp. August 2014 - Present
Bank of America 1996 - 2013
Skills
Refinance, Residential Mortgages, Credit Analysis, Banking, Portfolio Management, Mortgage Underwriting, Commercial Lending, Financial Analysis, Credit, Underwriting, Loans, Real Estate, Finance, Financial Risk, Cash Flow, Mortgage Banking, Risk Management, Mortgage Lending
Education
University of California, Los Angeles
Bachelor's Degree, Political Science and Government
Mortgage Bankers Association
Jonathan Tang Jonathan Tang's Bank of America Experience December 2007 - October 2009
Job AVP, Lead Quality Assurance Engineer
Industry Computer Software
Experience
LPL Financial April 2010 - Present
Bank of America December 2007 - October 2009
LaSalle Bank, North America October 2006 - December 2007
Encore Credit Corp March 2005 - November 2006
SunGard Data Systems September 2001 - February 2005
Norac November 2000 - August 2001
Skills
Microsoft SQL Server, SDLC, Quality Assurance, Testing, Whitebox Testing, Training, Production Support, Systems Analysis, Batch Processing, Test Automation, Management, Software Documentation, Quality Center, Software Project..., Business Analysis, Waterfall, Software Quality..., Data Analysis, .NET, White Box Testing, Software Development, Databases, Access, SharePoint, SQL, User Acceptance Testing, Visio, Analysis, Test Planning, Agile Project Management, Agile Methodologies, Quality Management, Test Strategy, Test Cases, Web Applications, Quality Control
Education
DeVry University, Pomona 1999 — 2001
Bachelor of Science, Computer Information Sciences
University of California, Los Angeles 1993 — 1998
Bachelor of Arts, History
LPL Financial April 2010 - Present
Bank of America December 2007 - October 2009
LaSalle Bank, North America October 2006 - December 2007
Encore Credit Corp March 2005 - November 2006
SunGard Data Systems September 2001 - February 2005
Norac November 2000 - August 2001
Skills
Microsoft SQL Server, SDLC, Quality Assurance, Testing, Whitebox Testing, Training, Production Support, Systems Analysis, Batch Processing, Test Automation, Management, Software Documentation, Quality Center, Software Project..., Business Analysis, Waterfall, Software Quality..., Data Analysis, .NET, White Box Testing, Software Development, Databases, Access, SharePoint, SQL, User Acceptance Testing, Visio, Analysis, Test Planning, Agile Project Management, Agile Methodologies, Quality Management, Test Strategy, Test Cases, Web Applications, Quality Control
Education
DeVry University, Pomona 1999 — 2001
Bachelor of Science, Computer Information Sciences
University of California, Los Angeles 1993 — 1998
Bachelor of Arts, History
Francine Chemnick's Bank of America Experience June 1989 - May 1994
Job Director of International Programs
Industry Education Management
Experience
University of San Diego December 2014 - Present
CISL January 2001 - December 2014
Arena Design January 1997 - December 2000
Bank of America June 1989 - May 1994
Skills
Public Speaking, Editing, Higher Education, Nonprofits, Fundraising, Teaching, Event Planning, Social Media, Non-profits, Student Affairs, Volunteer Management, Spanish, Community Outreach, Staff Development, Event Management, Public Relations
Education
UCLA 1986 — 1989
BA, Theatre
University of San Diego December 2014 - Present
CISL January 2001 - December 2014
Arena Design January 1997 - December 2000
Bank of America June 1989 - May 1994
Skills
Public Speaking, Editing, Higher Education, Nonprofits, Fundraising, Teaching, Event Planning, Social Media, Non-profits, Student Affairs, Volunteer Management, Spanish, Community Outreach, Staff Development, Event Management, Public Relations
Education
UCLA 1986 — 1989
BA, Theatre
Monica Najera's Bank of America Experience May 2004 - November 2010
Job SVP Surveillance, Strategy & Governance at Union Bank
Industry Banking
Experience
Union Bank April 2012 - Present
Informa Research Services October 2010 - April 2012
Bank of America May 2004 - November 2010
JPMorgan Chase (Washington Mutual) 2001 - 2004
CSC Consulting 2000 - 2001
Nike June 1998 - July 2000
Skills
Compliance, Mystery Shopping, Risk Management, Mortgage Lending, Risk Assessment, Fair Lending, Executive Reporting, SDLC, Banking, Performance Monitoring
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Union Bank April 2012 - Present
Informa Research Services October 2010 - April 2012
Bank of America May 2004 - November 2010
JPMorgan Chase (Washington Mutual) 2001 - 2004
CSC Consulting 2000 - 2001
Nike June 1998 - July 2000
Skills
Compliance, Mystery Shopping, Risk Management, Mortgage Lending, Risk Assessment, Fair Lending, Executive Reporting, SDLC, Banking, Performance Monitoring
Education
University of California, Los Angeles
Bachelor of Arts, Economics
Lilit Garibyan Asadourian's Bank of America Experience May 2011 - December 2013
Job Partner at Reed Smith LLP
Industry Banking
Experience
Reed Smith LLP January 2015 - Present
Reed Smith LLP January 2014 - January 2015
Bank of America May 2011 - December 2013
Reed Smith LLP May 2009 - May 2011
Morgan, Lewis & Bockius LLP December 2002 - May 2009
Hawkins, Schnabel, Lindahl & Beck 2000 - 2002
Skills
Litigation, Class Actions, Securities, Trade Secrets, Trial Practice, Dispute Resolution, Fraud, Securities Regulation, Mediation, Legal Research, Legal Writing, Intellectual Property, Corporate Law, Torts, Arbitration
Education
University of California, Los Angeles - School of Law 1997 — 2000
J.D., Law
University of California, Los Angeles 1994 — 1996
B.A., Political Science
Reed Smith LLP January 2015 - Present
Reed Smith LLP January 2014 - January 2015
Bank of America May 2011 - December 2013
Reed Smith LLP May 2009 - May 2011
Morgan, Lewis & Bockius LLP December 2002 - May 2009
Hawkins, Schnabel, Lindahl & Beck 2000 - 2002
Skills
Litigation, Class Actions, Securities, Trade Secrets, Trial Practice, Dispute Resolution, Fraud, Securities Regulation, Mediation, Legal Research, Legal Writing, Intellectual Property, Corporate Law, Torts, Arbitration
Education
University of California, Los Angeles - School of Law 1997 — 2000
J.D., Law
University of California, Los Angeles 1994 — 1996
B.A., Political Science
Janine Marcus Janine Marcus's Bank of America Experience October 1997 - July 2005
Job HR Manager at Baxter Bio Science
Industry Human Resources
Experience
Baxter Bio Science November 2014 - Present
Baxter Healthcare January 2013 - Present
Kurtzman Carson Consultants LLC March 2010 - June 2012
Teledyne Scientific & Imaging September 2006 - March 2009
Discus Dental February 2006 - July 2006
Bank of America October 1997 - July 2005
Glendale Federal Bank February 1993 - October 1997
Skills
Human Resources, Recruiting, Personnel Management, Employee Relations, Talent Acquisition, Onboarding, HRIS, Performance Management, Benefits Administration, Deferred Compensation, Talent Management, Employment Law, Temporary Placement, Employee Benefits, Employee Engagement, HR Consulting, Management, FMLA, HR Policies, Process Improvement, Succession Planning, Workforce Planning, Benefits Negotiation, Job Descriptions, PeopleSoft, Applicant Tracking..., New Hire Orientations, College Recruiting
Education
University of California, Los Angeles
Designation, HR Management
University of Phoenix
BSBA, Business Administration
Baxter Bio Science November 2014 - Present
Baxter Healthcare January 2013 - Present
Kurtzman Carson Consultants LLC March 2010 - June 2012
Teledyne Scientific & Imaging September 2006 - March 2009
Discus Dental February 2006 - July 2006
Bank of America October 1997 - July 2005
Glendale Federal Bank February 1993 - October 1997
Skills
Human Resources, Recruiting, Personnel Management, Employee Relations, Talent Acquisition, Onboarding, HRIS, Performance Management, Benefits Administration, Deferred Compensation, Talent Management, Employment Law, Temporary Placement, Employee Benefits, Employee Engagement, HR Consulting, Management, FMLA, HR Policies, Process Improvement, Succession Planning, Workforce Planning, Benefits Negotiation, Job Descriptions, PeopleSoft, Applicant Tracking..., New Hire Orientations, College Recruiting
Education
University of California, Los Angeles
Designation, HR Management
University of Phoenix
BSBA, Business Administration
Matthew Tharp Matthew Tharp's Bank of America Experience August 2002 - December 2005
Job Sales Engineer at Agilent Vacuum Products Division
Industry Biotechnology
Experience
Agilent Technologies March 2014 - Present
Sears Holdings Corporation March 2005 - March 2014
Bank of America August 2002 - December 2005
Self Employed January 1998 - June 2004
UCLA Regent Scholars Society May 2002 - May 2003
Vector Marketing May 2000 - September 2000
Education
University of California, Los Angeles 2000 — 2005
Bachelor of Sciences, Aerospace Engineering
Agilent Technologies March 2014 - Present
Sears Holdings Corporation March 2005 - March 2014
Bank of America August 2002 - December 2005
Self Employed January 1998 - June 2004
UCLA Regent Scholars Society May 2002 - May 2003
Vector Marketing May 2000 - September 2000
Education
University of California, Los Angeles 2000 — 2005
Bachelor of Sciences, Aerospace Engineering
Lynn Jensen-Lee Lynn Jensen-Lee's Bank of America Experience February 2010 - Present
Job Short Sale Negotiator, Bank of America
Industry Banking
Experience
Bank of America February 2010 - Present
Keller Williams Sonoran Living 2003 - 2009
Education
University of California, Los Angeles 1981 — 1985
Bank of America February 2010 - Present
Keller Williams Sonoran Living 2003 - 2009
Education
University of California, Los Angeles 1981 — 1985
Joseph Lee Joseph Lee's Bank of America Experience 1998 - 2000
Job Top Performing Talent Acquisition Manager with a Passion for Coaching, Motivating and Developing a Team
Industry Human Resources
Experience
Bank of the West March 2012 - Present
Wells Fargo January 2010 - March 2012
Wachovia, A Wells Fargo Company August 2006 - January 2010
Washington Mutual Bank October 2000 - August 2006
Bank of America 1998 - 2000
Skills
Coaching, Talent Acquisition, Performance Management, Employee Engagement, Banking, Full-cycle Recruiting, Salary Negotiation, Workforce Planning, Recruitment/Retention, Talent Management, Applicant Tracking..., Interviewing, Hiring, Sourcing, Compensation, Direct Sourcing, Cold Calling, Resume Writing, PeopleSoft, Succession Planning, College Recruiting, Vendor Management, Compliance, Executive Search, Mentoring, Team Building, Employment Law, Process Improvement, Talent Development, Management Consulting, Career Counseling, Team Leadership, Leadership Development, Mergers, New Business Development, Strategic Sourcing, Mortgage, Change Management, HR Strategy, Recruiting, Mortgage Lending, Social Networking, Social Media, Deferred Compensation, Interviews, Benefits Negotiation, SDLC, Screening Resumes, Mergers & Acquisitions, Personnel Management
Education
University of California, Los Angeles
Human Resource Management Certification Program
University of California, Riverside
BA Psychology, Double Minor in Business and Human Development
Bank of the West March 2012 - Present
Wells Fargo January 2010 - March 2012
Wachovia, A Wells Fargo Company August 2006 - January 2010
Washington Mutual Bank October 2000 - August 2006
Bank of America 1998 - 2000
Skills
Coaching, Talent Acquisition, Performance Management, Employee Engagement, Banking, Full-cycle Recruiting, Salary Negotiation, Workforce Planning, Recruitment/Retention, Talent Management, Applicant Tracking..., Interviewing, Hiring, Sourcing, Compensation, Direct Sourcing, Cold Calling, Resume Writing, PeopleSoft, Succession Planning, College Recruiting, Vendor Management, Compliance, Executive Search, Mentoring, Team Building, Employment Law, Process Improvement, Talent Development, Management Consulting, Career Counseling, Team Leadership, Leadership Development, Mergers, New Business Development, Strategic Sourcing, Mortgage, Change Management, HR Strategy, Recruiting, Mortgage Lending, Social Networking, Social Media, Deferred Compensation, Interviews, Benefits Negotiation, SDLC, Screening Resumes, Mergers & Acquisitions, Personnel Management
Education
University of California, Los Angeles
Human Resource Management Certification Program
University of California, Riverside
BA Psychology, Double Minor in Business and Human Development
Helena Kimble Helena Kimble's Bank of America Experience January 2010 - September 2011
Job Client Services at AVAD LLC
Industry Financial Services
Experience
AVAD LLC April 2013 - Present
Bank of America Merrill Lynch September 2004 - Present
Bank of America January 2010 - September 2011
Bank of America February 2007 - January 2010
Bank of America May 2005 - September 2007
Skills
Microsoft Office, Customer Service, Mortgage Banking, Banking, Risk Management, Sales Management, Event Planning, Promotions, Leadership, Call Centers, Process Improvement, Financial Analysis, Insurance
Education
UCLA 2013 — 2015
West Los Angeles College 2010 — 2012
Pre-Medical Sciences
San Bernardino high school
AVAD LLC April 2013 - Present
Bank of America Merrill Lynch September 2004 - Present
Bank of America January 2010 - September 2011
Bank of America February 2007 - January 2010
Bank of America May 2005 - September 2007
Skills
Microsoft Office, Customer Service, Mortgage Banking, Banking, Risk Management, Sales Management, Event Planning, Promotions, Leadership, Call Centers, Process Improvement, Financial Analysis, Insurance
Education
UCLA 2013 — 2015
West Los Angeles College 2010 — 2012
Pre-Medical Sciences
San Bernardino high school
Michelle Hansen's Bank of America Experience January 2012 - November 2013
Job Content marketer focused on customer experience and sales enablement
Industry Marketing and Advertising
Experience
Wells Fargo November 2013 - Present
Bank of America January 2012 - November 2013
Bank of America April 2009 - January 2012
Countrywide Home Loans October 2005 - April 2009
Ellie Mae 2003 - 2005
Indymac Bank 2002 - 2003
Ellie Mae 2000 - 2002
KRT Marketing, Inc. 1998 - 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Partnerships, Lead Generation, Business Development, Sales, Advertising, Relationship Management, B2B, Program Management, Copywriting, Training, Budgets, Project Planning, Business Strategy, Event Management, Event Planning, Project Management, Content Management, Content Strategy, Account Management, Editing, Team Leadership, Cross-functional Team..., Mortgage Lending, Payments, Sales Enablement, Sales Process, CRM, Agency Relationship...
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
Wells Fargo November 2013 - Present
Bank of America January 2012 - November 2013
Bank of America April 2009 - January 2012
Countrywide Home Loans October 2005 - April 2009
Ellie Mae 2003 - 2005
Indymac Bank 2002 - 2003
Ellie Mae 2000 - 2002
KRT Marketing, Inc. 1998 - 2000
Skills
Marketing Communications, Strategy, Marketing, Strategic Partnerships, Lead Generation, Business Development, Sales, Advertising, Relationship Management, B2B, Program Management, Copywriting, Training, Budgets, Project Planning, Business Strategy, Event Management, Event Planning, Project Management, Content Management, Content Strategy, Account Management, Editing, Team Leadership, Cross-functional Team..., Mortgage Lending, Payments, Sales Enablement, Sales Process, CRM, Agency Relationship...
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Psychology
Chris Brook's Bank of America Experience 2003 - 2006
Job Product Manager sme Investment Products for B2C Web, Adviser tools, Salesforce.com, CRM, SAAS, and AGILE projects
Industry Financial Services
Experience
Dow Jones June 2006 - January 2013
Bank of America 2003 - 2006
Fleet Financial/Quick & Reilly 2000 - 2003
Quick and Reilly 1993 - 2000
United States Marine Corps 1986 - 1992
Skills
Series 7, Wealth Management, Financial Services, Relationship Management, Mutual Funds, Fixed Income, Securities, Product Management, Investments, Business Development, Vendor Management, Banking, Media, Product Development, Training Manuals, Insurance Background, Series 63, Portal Solutions, Vendor Management Skills, Sales Support, Taxonomy, Content Taxonomy -..., Newsletter Production, Hedge Funds, Equities, Analytics, Strategic Partnerships, Derivatives, Trading Systems, Financial Markets, Market Data, Salesforce.com, Lead Generation, Integration, Management, Sales Operations
Education
University of California, Los Angeles 1988 — 1991
Bachelor's degree, Economics, Computer Science
Dow Jones June 2006 - January 2013
Bank of America 2003 - 2006
Fleet Financial/Quick & Reilly 2000 - 2003
Quick and Reilly 1993 - 2000
United States Marine Corps 1986 - 1992
Skills
Series 7, Wealth Management, Financial Services, Relationship Management, Mutual Funds, Fixed Income, Securities, Product Management, Investments, Business Development, Vendor Management, Banking, Media, Product Development, Training Manuals, Insurance Background, Series 63, Portal Solutions, Vendor Management Skills, Sales Support, Taxonomy, Content Taxonomy -..., Newsletter Production, Hedge Funds, Equities, Analytics, Strategic Partnerships, Derivatives, Trading Systems, Financial Markets, Market Data, Salesforce.com, Lead Generation, Integration, Management, Sales Operations
Education
University of California, Los Angeles 1988 — 1991
Bachelor's degree, Economics, Computer Science
Jon Gold, PMP's Bank of America Experience 1990 - 1994
Job Account Delivery Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard Company - Managed Enterprise Solutions January 2011 - Present
Hewlett-Packard Company August 2007 - August 2011
Hewlett-Packard Company September 2006 - 2007
Hewlett-Packard Company March 2006 - September 2006
Hewlett-Packard Company January 2005 - April 2006
Hewlett-Packard Company January 2002 - January 2005
3ware (acquired by AMCC) February 2001 - December 2001
Nightfire Software (acquired by Neustar) January 2000 - December 2000
Tandem Computers (acquired by Compaq) March 1994 - March 1998
Bank of America 1990 - 1994
Education
University of California, Los Angeles
BA
Hewlett-Packard Company - Managed Enterprise Solutions January 2011 - Present
Hewlett-Packard Company August 2007 - August 2011
Hewlett-Packard Company September 2006 - 2007
Hewlett-Packard Company March 2006 - September 2006
Hewlett-Packard Company January 2005 - April 2006
Hewlett-Packard Company January 2002 - January 2005
3ware (acquired by AMCC) February 2001 - December 2001
Nightfire Software (acquired by Neustar) January 2000 - December 2000
Tandem Computers (acquired by Compaq) March 1994 - March 1998
Bank of America 1990 - 1994
Education
University of California, Los Angeles
BA
Ramraghi Fuller's Bank of America Experience December 1994 - December 2000
Job Director | Private Banker at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank - Law Firm Group January 2000 - Present
Bank of America December 1994 - December 2000
Skills
Banking, Credit, Financial Services, Consumer Lending, Mortgage Lending, Portfolio Management
Education
University of California, Los Angeles 1994 — 1998
University of California, Los Angeles
Citi Private Bank - Law Firm Group January 2000 - Present
Bank of America December 1994 - December 2000
Skills
Banking, Credit, Financial Services, Consumer Lending, Mortgage Lending, Portfolio Management
Education
University of California, Los Angeles 1994 — 1998
University of California, Los Angeles
Michael Diekmann's Bank of America Experience July 1989 - Present
Job
Industry Banking
Experience
Bank of America July 1989 - Present
Education
University of California, Los Angeles
Bank of America July 1989 - Present
Education
University of California, Los Angeles
Andrew P Li's Bank of America Experience August 1996 - December 2000
Job Training Assistant, FullTime Training in Anaheim, Living Stream Ministry
Industry Nonprofit Organization Management
Experience
Living Stream Ministry February 2006 - Present
Deloitte Australia 2004 - 2006
Deloitte & Touche 2001 - 2004
Bank of America August 1996 - December 2000
Skills
Microsoft Office, Training, Public Speaking, Microsoft Excel, Project Management
Education
University of California, Los Angeles 1998 — 2001
BA, Business Economics with a minor in Accounting and Specialization in Computing
Living Stream Ministry February 2006 - Present
Deloitte Australia 2004 - 2006
Deloitte & Touche 2001 - 2004
Bank of America August 1996 - December 2000
Skills
Microsoft Office, Training, Public Speaking, Microsoft Excel, Project Management
Education
University of California, Los Angeles 1998 — 2001
BA, Business Economics with a minor in Accounting and Specialization in Computing
Jose Pizano's Bank of America Experience June 2010 - Present
Job VP, Lead programmer at Bank of America
Industry Information Technology and Services
Experience
Bank of America June 2010 - Present
Balboa Insurance Group September 2007 - June 2010
Countrywide Home Loans February 2001 - September 2007
Skills
SQL server ETL and DB..., Databases, Data Warehousing, SQL, Data Analysis, SDLC, Business Analysis, Banking, Vendor Management, Enterprise Architecture, Risk Management, Requirements Analysis, Integration, Access, Agile Methodologies, Agile Project Management, Analytics, Business Intelligence, Business Process, Business Process..., Change Management, Data Modeling, Database Design, Disaster Recovery, ETL, IT Management, IT Service Management, IT Strategy, ITIL, MS Project, Microsoft SQL Server, Project Management, Requirements Gathering, SSIS, SSRS, Software Development, Software Documentation, Software Project..., Solution Architecture, Systems Analysis, T-SQL, Visio, Issue Management
Education
University of California, Los Angeles 1986 — 1990
BS, Math/Applied Science
Bank of America June 2010 - Present
Balboa Insurance Group September 2007 - June 2010
Countrywide Home Loans February 2001 - September 2007
Skills
SQL server ETL and DB..., Databases, Data Warehousing, SQL, Data Analysis, SDLC, Business Analysis, Banking, Vendor Management, Enterprise Architecture, Risk Management, Requirements Analysis, Integration, Access, Agile Methodologies, Agile Project Management, Analytics, Business Intelligence, Business Process, Business Process..., Change Management, Data Modeling, Database Design, Disaster Recovery, ETL, IT Management, IT Service Management, IT Strategy, ITIL, MS Project, Microsoft SQL Server, Project Management, Requirements Gathering, SSIS, SSRS, Software Development, Software Documentation, Software Project..., Solution Architecture, Systems Analysis, T-SQL, Visio, Issue Management
Education
University of California, Los Angeles 1986 — 1990
BS, Math/Applied Science
Constadine Gimas's Bank of America Experience October 2008 - Present
Job VP, Area Project Director
Industry Construction
Experience
Bank of America October 2008 - Present
Countrywide May 2004 - October 2008
Jules Seltzer Associates February 2000 - May 2004
Bonura Building September 1998 - May 2000
Skills
Architecture, Architectures, Budgets, Construction, Construction Management, Contract Management, Contract Negotiation, Facilities Management, Finance, Leadership, MS Project, Process Improvement, Program Management, Project Management, Project Planning, Property Management, Real Estate, Renovation, Risk Management, Space planning, Strategic Planning, Vendor Management
Education
University of California, Los Angeles 2001 — 2002
M. Arch II, Architecure
Woodbury University 1995 — 2000
B. Arch, Architecture
Bank of America October 2008 - Present
Countrywide May 2004 - October 2008
Jules Seltzer Associates February 2000 - May 2004
Bonura Building September 1998 - May 2000
Skills
Architecture, Architectures, Budgets, Construction, Construction Management, Contract Management, Contract Negotiation, Facilities Management, Finance, Leadership, MS Project, Process Improvement, Program Management, Project Management, Project Planning, Property Management, Real Estate, Renovation, Risk Management, Space planning, Strategic Planning, Vendor Management
Education
University of California, Los Angeles 2001 — 2002
M. Arch II, Architecure
Woodbury University 1995 — 2000
B. Arch, Architecture
Jayesh Balgi's Bank of America Experience April 2009 - Present
Job BI and DM Architect at Bank of America
Industry Financial Services
Experience
Bank of America April 2009 - Present
Countrywide December 2006 - March 2009
Ness Global Services January 2006 - December 2006
Ness Technologies, Mumbai April 2000 - January 2006
Skills
PeopleSoft, Data Warehousing, Business Intelligence, SDLC, ETL, Data Modeling, Requirements Analysis, Enterprise Data, Business Objects, Informatica, Business Analysis, Software Project..., Oracle, Requirements Gathering, SOA, SQL, Databases, Systems Analysis, Integration, Visio, Data Migration, Software Development, Business Requirements, Software Documentation
Education
University of California, Los Angeles 2008 — 2008
Certificate Course, Software Project Management
Anjuman Engineeing College 1994 — 1999
Bachelor of Engineering, Electronics and Communication
St. Aloysius College, Mangalore 1991 — 1993
Sri Ramakrishna Vidyashala, Mysore 1988 — 1991
Bank of America April 2009 - Present
Countrywide December 2006 - March 2009
Ness Global Services January 2006 - December 2006
Ness Technologies, Mumbai April 2000 - January 2006
Skills
PeopleSoft, Data Warehousing, Business Intelligence, SDLC, ETL, Data Modeling, Requirements Analysis, Enterprise Data, Business Objects, Informatica, Business Analysis, Software Project..., Oracle, Requirements Gathering, SOA, SQL, Databases, Systems Analysis, Integration, Visio, Data Migration, Software Development, Business Requirements, Software Documentation
Education
University of California, Los Angeles 2008 — 2008
Certificate Course, Software Project Management
Anjuman Engineeing College 1994 — 1999
Bachelor of Engineering, Electronics and Communication
St. Aloysius College, Mangalore 1991 — 1993
Sri Ramakrishna Vidyashala, Mysore 1988 — 1991
Joslyn Parenti Gray's Bank of America Experience July 2005 - November 2010
Job Facilities Planner
Industry Architecture & Planning
Experience
Stanford University September 2011 - Present
Bank of America July 2005 - November 2010
DesignARC 2004 - 2005
KBZ Architects 2001 - 2004
Gensler 1994 - 1999
Skills
Space-planning, Sustainable Design, Project Management, CAFM, CAD, Microsoft Excel, Strategic Planning, Occupancy Planning, Furniture, Research, Forecasting, Interior Design, LEED AP, Space planning, Facilities Management, Architectures, Project Planning, Program Management, Budgets, Management, Space Planning, Submittals, Architecture, Relationship Management
Education
University of California, Los Angeles 1992 — 1994
Master's, Library and Information Science
University of California, San Diego 1987 — 1991
Bachelor's, Italian Studies
Stanford University September 2011 - Present
Bank of America July 2005 - November 2010
DesignARC 2004 - 2005
KBZ Architects 2001 - 2004
Gensler 1994 - 1999
Skills
Space-planning, Sustainable Design, Project Management, CAFM, CAD, Microsoft Excel, Strategic Planning, Occupancy Planning, Furniture, Research, Forecasting, Interior Design, LEED AP, Space planning, Facilities Management, Architectures, Project Planning, Program Management, Budgets, Management, Space Planning, Submittals, Architecture, Relationship Management
Education
University of California, Los Angeles 1992 — 1994
Master's, Library and Information Science
University of California, San Diego 1987 — 1991
Bachelor's, Italian Studies
Barbie Lorentz's Bank of America Experience August 2011 - Present
Job Consultant: Change Management
Industry Banking
Experience
Bank of America August 2011 - Present
Saxon Mortgage division of Morgan Stanley April 2008 - July 2011
Washington Mutual March 2001 - February 2007
First Bank & Trust 1997 - 2002
Education
University of California, Los Angeles
BA, Political Science
Bank of America August 2011 - Present
Saxon Mortgage division of Morgan Stanley April 2008 - July 2011
Washington Mutual March 2001 - February 2007
First Bank & Trust 1997 - 2002
Education
University of California, Los Angeles
BA, Political Science
Debra Ozder's Bank of America Experience May 2009 - Present
Job FVP IT at Countrywide
Industry Financial Services
Experience
Bank of America May 2009 - Present
BANK OF AMERICA / COUNTRYWIDE FINANCIAL CORPORATION 2009 - Present
Countrywide Financial Corporation 1993 - 2009
Skills
Banking, Business Analysis, Integration, Process Improvement, Telecommunications, Call Centers, Finance, Governance, IT Management, IT Strategy, Program Management, Project Management, Risk Management, SDLC, Vendor Management
Education
University of California, Los Angeles
Bank of America May 2009 - Present
BANK OF AMERICA / COUNTRYWIDE FINANCIAL CORPORATION 2009 - Present
Countrywide Financial Corporation 1993 - 2009
Skills
Banking, Business Analysis, Integration, Process Improvement, Telecommunications, Call Centers, Finance, Governance, IT Management, IT Strategy, Program Management, Project Management, Risk Management, SDLC, Vendor Management
Education
University of California, Los Angeles
Erik Allen's Bank of America Experience June 2010 - May 2012
Job Corporate Banking, DBS Bank
Industry Banking
Experience
DBS Bank May 2012 - Present
Bank of America June 2010 - May 2012
Union Bank July 2001 - June 2010
KBC Bank 1999 - 2001
Bank of America 1997 - 1999
Skills
Credit, Capital Markets, Banking, Risk Management, Investment Banking, Commercial Banking, Finance, Credit Analysis, Loans, Credit Risk, Treasury Management, Loan Origination, Corporate Finance, Commercial Lending, Financial Analysis, Relationship Management, Investments, Syndications, Financial Structuring, Trade Finance, Structured Finance
Education
University of California, Los Angeles 1991 — 1996
BA/BA, International Economics/Latin American Studies
DBS Bank May 2012 - Present
Bank of America June 2010 - May 2012
Union Bank July 2001 - June 2010
KBC Bank 1999 - 2001
Bank of America 1997 - 1999
Skills
Credit, Capital Markets, Banking, Risk Management, Investment Banking, Commercial Banking, Finance, Credit Analysis, Loans, Credit Risk, Treasury Management, Loan Origination, Corporate Finance, Commercial Lending, Financial Analysis, Relationship Management, Investments, Syndications, Financial Structuring, Trade Finance, Structured Finance
Education
University of California, Los Angeles 1991 — 1996
BA/BA, International Economics/Latin American Studies
Don Solum's Bank of America Experience July 2000 - Present
Job AVP, Systems Development at Countrywide Home Loans
Industry Information Technology and Services
Experience
Bank of America July 2000 - Present
Education
University of California, Los Angeles 1994 — 2000
Bank of America July 2000 - Present
Education
University of California, Los Angeles 1994 — 2000
Andrew Lester's Bank of America Experience PartnerTuttle & Co.1989 - 1998
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America PartnerTuttle & Co.1989 - 1998
Metmor Financial, Inc. January 1986 - December 1988
Education
University of California, Los Angeles 1980 — 1985
BA, Economics
University of California, Los Angeles 1980 — 1985
BA, Diversified Liberal Arts
Bank of America PartnerTuttle & Co.1989 - 1998
Metmor Financial, Inc. January 1986 - December 1988
Education
University of California, Los Angeles 1980 — 1985
BA, Economics
University of California, Los Angeles 1980 — 1985
BA, Diversified Liberal Arts
Anne Marie Wilson's Bank of America Experience 1994 - September 1996
Job Department Head at Pacific Event Productions
Industry Events Services
Experience
USS DEWEY (US NAVY) April 2009 - Present
Pacific Event Productions January 2001 - Present
Cruz Communications 1998 - 2000
Bank of America 1994 - September 1996
Skills
Designer, Seamstress, Painter, Event Planning, Event Management, Fundraising, Corporate Events, Customer Service, Live Events, Microsoft Office, Stage Management, PowerPoint, Social Media, Trade Shows, Budgets, Photoshop, Project Management, Public Relations, Marketing, Photography, Microsoft Excel, Proposal Writing, Theatre, Time Management
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Science, School of Theater Film and Television
University of San Diego High School 1992 — 1996
USS DEWEY (US NAVY) April 2009 - Present
Pacific Event Productions January 2001 - Present
Cruz Communications 1998 - 2000
Bank of America 1994 - September 1996
Skills
Designer, Seamstress, Painter, Event Planning, Event Management, Fundraising, Corporate Events, Customer Service, Live Events, Microsoft Office, Stage Management, PowerPoint, Social Media, Trade Shows, Budgets, Photoshop, Project Management, Public Relations, Marketing, Photography, Microsoft Excel, Proposal Writing, Theatre, Time Management
Education
University of California, Los Angeles 1996 — 2000
Bachelor of Science, School of Theater Film and Television
University of San Diego High School 1992 — 1996
Trish McDonald's Bank of America Experience July 1981 - July 1983
Job Experienced High Tech Supply Chain Manager
Industry Computer Networking
Experience
Sun Microsystems January 1992 - February 2010
Sun Microsystems January 1992 - September 1999
Interactive Systems corporation January 1990 - December 1991
International Rectifier December 1987 - December 1989
International Rectifier August 1983 - August 1987
Bank of America July 1981 - July 1983
Skills
Procurement, Supply Chain, Supply Chain Management, Inventory Management, Cross-functional Team...
Education
University of California, Los Angeles 1979 — 1981
BA, Psychology
University of California, San Diego 1977 — 1979
Sun Microsystems January 1992 - February 2010
Sun Microsystems January 1992 - September 1999
Interactive Systems corporation January 1990 - December 1991
International Rectifier December 1987 - December 1989
International Rectifier August 1983 - August 1987
Bank of America July 1981 - July 1983
Skills
Procurement, Supply Chain, Supply Chain Management, Inventory Management, Cross-functional Team...
Education
University of California, Los Angeles 1979 — 1981
BA, Psychology
University of California, San Diego 1977 — 1979
Michael Paissides's Bank of America Experience September 1996 - November 1998
Job Private Banker | Relationship Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust December 1998 - Present
Bank of America September 1996 - November 1998
Skills
Banking, Private Banking, Treasury Management, Relationship Management, Cash Management, Nonprofits, Commercial Banking, Wealth Management, Financial Services, High Net Worth..., Team Leadership, Client Service Oriented, Risk and Compliance, Risk Management, Compliance, Remote Deposit Capture, Problem Solving, Loans, Mutual Funds
Education
University of California, Los Angeles 1991 — 1995
BS, Molecular Cellular and Developmental Biology
Northern Trust December 1998 - Present
Bank of America September 1996 - November 1998
Skills
Banking, Private Banking, Treasury Management, Relationship Management, Cash Management, Nonprofits, Commercial Banking, Wealth Management, Financial Services, High Net Worth..., Team Leadership, Client Service Oriented, Risk and Compliance, Risk Management, Compliance, Remote Deposit Capture, Problem Solving, Loans, Mutual Funds
Education
University of California, Los Angeles 1991 — 1995
BS, Molecular Cellular and Developmental Biology
Jason Ito's Bank of America Experience 1900 - 1901
Job SVP / Credit Administrator
Industry Banking
Experience
PWB January 2005 - Present
UBOC 1990 - 1997
First Los Angeles Bank 1986 - 1990
Bank of America 1900 - 1901
FINOVA Capital Corporation 1900 - 1901
Skills
Credit Analysis, Small Business Lending, Commercial Banking, Banking, Commercial Lending, Loans, Credit Risk, Retail Banking, Asset Based Lending, Cash Management, Treasury Management, SBA, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Portfolio Management, Capital Markets, Credit, Mortgage Banking, Consumer Lending, Financial Risk, Underwriting
Education
University of California, Los Angeles 1975 — 1979
BA, Political Science
PWB January 2005 - Present
UBOC 1990 - 1997
First Los Angeles Bank 1986 - 1990
Bank of America 1900 - 1901
FINOVA Capital Corporation 1900 - 1901
Skills
Credit Analysis, Small Business Lending, Commercial Banking, Banking, Commercial Lending, Loans, Credit Risk, Retail Banking, Asset Based Lending, Cash Management, Treasury Management, SBA, Lines Of Credit, Mortgage Lending, Commercial Mortgages, Portfolio Management, Capital Markets, Credit, Mortgage Banking, Consumer Lending, Financial Risk, Underwriting
Education
University of California, Los Angeles 1975 — 1979
BA, Political Science
Alvin Crown's Bank of America Experience Senior Vice PresidentCountrywide Home LoansJune 1994 - Present
Job Senior VP at Countrywide Home Loans
Industry Banking
Experience
Bank of America Senior Vice PresidentCountrywide Home LoansJune 1994 - Present
Bank Of America 1994 - Present
Countrywide Financial Corp 1994 - Present
Countrywide / Bank of America 1994 - Present
Countrywide Finance Corporation 1994 - Present
Countrywide Home Loans 1994 - 2008
Education
University of California, Los Angeles
BS
Bank of America Senior Vice PresidentCountrywide Home LoansJune 1994 - Present
Bank Of America 1994 - Present
Countrywide Financial Corp 1994 - Present
Countrywide / Bank of America 1994 - Present
Countrywide Finance Corporation 1994 - Present
Countrywide Home Loans 1994 - 2008
Education
University of California, Los Angeles
BS
Chad Hansen's Bank of America Experience May 2012 - May 2014
Job Software Engineer for Google Ideas
Industry Information Technology and Services
Experience
Google June 2014 - Present
Bank of America May 2012 - May 2014
Voltage Security April 2011 - October 2012
Voltage Security August 2008 - April 2011
Microsoft June 2007 - August 2007
Skills
Databases, Encryption, Cryptography, Enterprise Software, Cloud Computing, Python, C#, Java, TDD, Agile Methodologies, Agile Testing, SaaS, Distributed Systems, Scrum, Software Development, C, XML, Architecture, Software Engineering, Multithreading, Test Driven Development, Software Design, Security, Linux, Solaris, Unix
Education
University of California, Los Angeles 2006 — 2008
MS, Computer Science
University of California, Los Angeles 2002 — 2006
BS, Pure Mathematics with Specialization in Computing
Google June 2014 - Present
Bank of America May 2012 - May 2014
Voltage Security April 2011 - October 2012
Voltage Security August 2008 - April 2011
Microsoft June 2007 - August 2007
Skills
Databases, Encryption, Cryptography, Enterprise Software, Cloud Computing, Python, C#, Java, TDD, Agile Methodologies, Agile Testing, SaaS, Distributed Systems, Scrum, Software Development, C, XML, Architecture, Software Engineering, Multithreading, Test Driven Development, Software Design, Security, Linux, Solaris, Unix
Education
University of California, Los Angeles 2006 — 2008
MS, Computer Science
University of California, Los Angeles 2002 — 2006
BS, Pure Mathematics with Specialization in Computing
Stella Debarros's Bank of America Experience September 1980 - March 1993
Job Acquisitions & Relocations
Industry Real Estate
Experience
Epic Land Solutions, Inc. April 2015 - Present
Gonzaga Preparatory School December 2003 - April 2015
Bank of America September 1980 - March 1993
Skills
Volunteer Management, Fundraising, Non-profits, Annual Giving, Stewardship, Event Planning, Planned Giving, Event Management, Public Speaking, Fundraisers, Community Outreach, Higher Education, Grants, Public Relations, Social Media, Media Relations, Marketing Communications, Strategic Planning, Proposal Writing
Education
Holy Family High School, Glendale, CA
UCLA
BA, Sociology & Business Concentration
Epic Land Solutions, Inc. April 2015 - Present
Gonzaga Preparatory School December 2003 - April 2015
Bank of America September 1980 - March 1993
Skills
Volunteer Management, Fundraising, Non-profits, Annual Giving, Stewardship, Event Planning, Planned Giving, Event Management, Public Speaking, Fundraisers, Community Outreach, Higher Education, Grants, Public Relations, Social Media, Media Relations, Marketing Communications, Strategic Planning, Proposal Writing
Education
Holy Family High School, Glendale, CA
UCLA
BA, Sociology & Business Concentration
Debra Lowande's Bank of America Experience April 1990 - 2005
Job Senior Project Manager at GDH Consulting for Cisco
Industry Information Technology and Services
Experience
GDH Consulting September 2014 - Present
HP 2005 - August 2014
Bank of America April 1990 - 2005
Bank of America October 1983 - April 1990
Bank of America 1975 - 1989
Skills
Vendor Management, Data Center, ITIL, Switches, IT Service Management, Project Portfolio..., Program Management, Service Delivery, IT Management, Disaster Recovery, Integration, Business Analysis, IT Operations, Project Delivery, Process Improvement, Cisco Technologies, Project Management, Requirements Analysis, System Deployment, Visio, HP, IT Outsourcing, PMP, Infrastructure, Enterprise Architecture
Education
University of California, Los Angeles 1971 — 1975
BA, English/French
GDH Consulting September 2014 - Present
HP 2005 - August 2014
Bank of America April 1990 - 2005
Bank of America October 1983 - April 1990
Bank of America 1975 - 1989
Skills
Vendor Management, Data Center, ITIL, Switches, IT Service Management, Project Portfolio..., Program Management, Service Delivery, IT Management, Disaster Recovery, Integration, Business Analysis, IT Operations, Project Delivery, Process Improvement, Cisco Technologies, Project Management, Requirements Analysis, System Deployment, Visio, HP, IT Outsourcing, PMP, Infrastructure, Enterprise Architecture
Education
University of California, Los Angeles 1971 — 1975
BA, English/French
Michael Hausknost, CFP®'s Bank of America Experience September 1984 - 1990
Job Private Banking Sales Executive
Industry Banking
Experience
City National Bank 1991 - Present
UCLA Extension January 2012 - Present
United Way of Greater Los Angeles March 2014 - Present
American Liver Foundation March 2002 - September 2012
American Liver Foundation September 2009 - February 2011
Bank of America September 1984 - 1990
Skills
Financial Planning, Sales Management, Business Strategy, Private Banking, New Business Development, Strategic Planning, Strategic Financial..., Financial Advisory, Finance, Management, Banking, Financial Services, Strategic Partnerships, Estate Planning, Wealth Management, Investment Management, Portfolio Management, Investments, Fundraising
Education
Villanova University 2008 — 2008
Six Sigma Green Belt, Project Management
University of California, Los Angeles 2001 — 2004
CFP®, FInancial Planning
La Salle University 1995 — 1997
BS, Finance
City National Bank 1991 - Present
UCLA Extension January 2012 - Present
United Way of Greater Los Angeles March 2014 - Present
American Liver Foundation March 2002 - September 2012
American Liver Foundation September 2009 - February 2011
Bank of America September 1984 - 1990
Skills
Financial Planning, Sales Management, Business Strategy, Private Banking, New Business Development, Strategic Planning, Strategic Financial..., Financial Advisory, Finance, Management, Banking, Financial Services, Strategic Partnerships, Estate Planning, Wealth Management, Investment Management, Portfolio Management, Investments, Fundraising
Education
Villanova University 2008 — 2008
Six Sigma Green Belt, Project Management
University of California, Los Angeles 2001 — 2004
CFP®, FInancial Planning
La Salle University 1995 — 1997
BS, Finance
Marisela Malo's Bank of America Experience June 2008 - March 2009
Job Passport Supervisor at CGI
Industry Financial Services
Experience
CGI November 2009 - Present
Bank of America June 2008 - March 2009
Education
University of California, Los Angeles 1984 — 1989
Bachelor, Psyhchology
CGI November 2009 - Present
Bank of America June 2008 - March 2009
Education
University of California, Los Angeles 1984 — 1989
Bachelor, Psyhchology
Richard Kwon's Bank of America Experience December 2011 - August 2012
Job Analyst, Business Transformation and Strategy at American Express
Industry Financial Services
Experience
American Express March 2014 - Present
PennyMac Loan Services, LLC July 2013 - February 2014
Skyline Financial Corp August 2012 - July 2013
Bank of America December 2011 - August 2012
Bank of America April 2011 - December 2011
Bank of America June 2010 - April 2011
Bank of America May 2009 - June 2010
Skills
Microsoft Excel, Excel models, VBA, SQL, Financial Reporting, Financial Modeling, Financial Analysis, Analytics, MS Excel Pivot Tables, Excel Dashboards
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Cleveland high school
American Express March 2014 - Present
PennyMac Loan Services, LLC July 2013 - February 2014
Skyline Financial Corp August 2012 - July 2013
Bank of America December 2011 - August 2012
Bank of America April 2011 - December 2011
Bank of America June 2010 - April 2011
Bank of America May 2009 - June 2010
Skills
Microsoft Excel, Excel models, VBA, SQL, Financial Reporting, Financial Modeling, Financial Analysis, Analytics, MS Excel Pivot Tables, Excel Dashboards
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Cleveland high school
Joyce Voletti's Bank of America Experience May 1974 - December 2012
Job Retired SVP HR Professional from Bank of America
Industry Human Resources
Experience
Bank of America May 1974 - December 2012
Bank of America 1992 - 2001
Security Pacific Bank (now Bank of America) 1988 - 1992
Security Pacific Bank (now Bank of America) 1979 - 1988
Education
University of California, Los Angeles 1971 — 1975
Bachelor of Arts, Psychology
Bank of America May 1974 - December 2012
Bank of America 1992 - 2001
Security Pacific Bank (now Bank of America) 1988 - 1992
Security Pacific Bank (now Bank of America) 1979 - 1988
Education
University of California, Los Angeles 1971 — 1975
Bachelor of Arts, Psychology
Jamie Bialor's Bank of America Experience July 2013 - November 2013
Job Exhibit Sales & Display Specialist at Metropolitan Exposition Services
Industry Events Services
Experience
Metropolitan Exposition Services March 2014 - Present
Bank of America July 2013 - November 2013
University of Pittsburgh 2011 - 2012
University of Pittsburgh Graduate School of Public Health 2009 - 2011
National Association of Broadcasters 2008 - 2009
Westerly Group 2007 - 2008
National Association of Broadcasters 2002 - 2005
VNU Expositions 2000 - 2002
Shomex 1996 - 2000
The Woodworking Shows 1995 - 1996
Skills
Trade Shows, Event Planning, Contract Negotiation, Customer Service, Time Management, Project Management, Teamwork, Logistics, Relationship Management, High Organizational..., Revenue Growth..., Budget Management, Communication, Interpersonal Skill, Leadership, Research, Strategy, Community Outreach, Budgets
Education
University of Pittsburgh 2005 — 2009
Master of Public Health (MPH)
UCLA
Bachelor of Arts (BA), East Asian Studies
Metropolitan Exposition Services March 2014 - Present
Bank of America July 2013 - November 2013
University of Pittsburgh 2011 - 2012
University of Pittsburgh Graduate School of Public Health 2009 - 2011
National Association of Broadcasters 2008 - 2009
Westerly Group 2007 - 2008
National Association of Broadcasters 2002 - 2005
VNU Expositions 2000 - 2002
Shomex 1996 - 2000
The Woodworking Shows 1995 - 1996
Skills
Trade Shows, Event Planning, Contract Negotiation, Customer Service, Time Management, Project Management, Teamwork, Logistics, Relationship Management, High Organizational..., Revenue Growth..., Budget Management, Communication, Interpersonal Skill, Leadership, Research, Strategy, Community Outreach, Budgets
Education
University of Pittsburgh 2005 — 2009
Master of Public Health (MPH)
UCLA
Bachelor of Arts (BA), East Asian Studies
Hoa Myers's Bank of America Experience March 2006 - September 2010
Job Independent Insurance Broker
Industry Insurance
Experience
Hoa Myers Insurance & Financial Services September 2010 - Present
Bank of America March 2006 - September 2010
City National Bank May 2005 - March 2006
Wells Fargo Bank March 1991 - May 2005
Skills
Banking, Brokers, Commercial Lending, Credit, Disability Insurance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, Insurance, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Retirement, Retirement Planning, Sales Management, Small Business Lending, Underwriting
Education
University of California, Los Angeles 1984 — 1989
BS, Applied Mathematics
Hoa Myers Insurance & Financial Services September 2010 - Present
Bank of America March 2006 - September 2010
City National Bank May 2005 - March 2006
Wells Fargo Bank March 1991 - May 2005
Skills
Banking, Brokers, Commercial Lending, Credit, Disability Insurance, Financial Analysis, Financial Services, Fixed Annuities, Health Insurance, Insurance, Loans, Mortgage Lending, Portfolio Management, Retail Banking, Retirement, Retirement Planning, Sales Management, Small Business Lending, Underwriting
Education
University of California, Los Angeles 1984 — 1989
BS, Applied Mathematics
David Spellman's Bank of America Experience January 1981 - December 2000
Job Project Manager Consultant at Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente November 2012 - Present
Federal Reserve Bank of San Francisco January 2001 - January 2012
Bank of America January 1981 - December 2000
Skills
Management, Vendor Management, Risk Management, Leadership, Security, Program Management, Process Improvement, Customer Service, SDLC, Project Management, Change Management, PMP, Project Portfolio..., PMO, Business Analysis
Education
American Management Association
Leadership Development, Project Management
UCLA
Bachelor of Arts (B.A.)
Kaiser Permanente November 2012 - Present
Federal Reserve Bank of San Francisco January 2001 - January 2012
Bank of America January 1981 - December 2000
Skills
Management, Vendor Management, Risk Management, Leadership, Security, Program Management, Process Improvement, Customer Service, SDLC, Project Management, Change Management, PMP, Project Portfolio..., PMO, Business Analysis
Education
American Management Association
Leadership Development, Project Management
UCLA
Bachelor of Arts (B.A.)
Joe Ballestrasse's Bank of America Experience 1992 - 1998
Job VP at Community Banks of Colorado
Industry Banking
Experience
Community Banks of Colorado, a Division of NBH Bank, N.A. 2015 - Present
First National Bank of Colorado 1998 - December 2014
Bank of America 1992 - 1998
SCM Management/Sovereign Management (Subsidiary of Butcher & Singer) 1988 - 1992
Oppenheimer Industries 1986 - 1988
Sovereign Development (Subsidairy of Butcher & Singer) 1985 - 1986
Dean Wittier Reynolds, & Management Resource Services 1982 - 1985
Education
University of California, Los Angeles 1976 — 1981
BS, Political Science/Business
Community Banks of Colorado, a Division of NBH Bank, N.A. 2015 - Present
First National Bank of Colorado 1998 - December 2014
Bank of America 1992 - 1998
SCM Management/Sovereign Management (Subsidiary of Butcher & Singer) 1988 - 1992
Oppenheimer Industries 1986 - 1988
Sovereign Development (Subsidairy of Butcher & Singer) 1985 - 1986
Dean Wittier Reynolds, & Management Resource Services 1982 - 1985
Education
University of California, Los Angeles 1976 — 1981
BS, Political Science/Business
Donna Shirley's Bank of America Experience August 1990 - January 2002
Job Administrative Assistant at Peterson Regional Medical Center
Industry Hospital & Health Care
Experience
Peterson Regional Medical Center August 2002 - Present
Bank of America August 1990 - January 2002
Skills
Customer Service, Healthcare, Microsoft Office, Microsoft Excel, Non-profits, Hospitals, Nonprofits, Software Documentation, Strategic Planning, Microsoft Word, Administrative..., Office Management, Community Outreach, Public Speaking, Healthcare Management, Case Managment, Meditech, Clinical Research, EMR, Social Services, Case Management, Nursing
Education
University of California, Los Angeles 1963 — 1967
Bachelor's degree, Social Science and English
Peterson Regional Medical Center August 2002 - Present
Bank of America August 1990 - January 2002
Skills
Customer Service, Healthcare, Microsoft Office, Microsoft Excel, Non-profits, Hospitals, Nonprofits, Software Documentation, Strategic Planning, Microsoft Word, Administrative..., Office Management, Community Outreach, Public Speaking, Healthcare Management, Case Managment, Meditech, Clinical Research, EMR, Social Services, Case Management, Nursing
Education
University of California, Los Angeles 1963 — 1967
Bachelor's degree, Social Science and English
Colin Mease's Bank of America Experience February 2012 - March 2013
Job
Industry Financial Services
Experience
Chrome River Technologies April 2013 - April 2015
Bank of America February 2012 - March 2013
Bank of America April 2011 - February 2012
Provident Funding Associates L.P. May 2010 - April 2011
Bloomberg June 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Bloomberg, Equities, Analytics, Loans, Finance, Microsoft Excel, Project Coordination, Process Improvement, Leadership, Business Analysis, Analysis, Market Research, Business Development
Education
University of California, Los Angeles 2014 — 2017
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2010
BS
Chrome River Technologies April 2013 - April 2015
Bank of America February 2012 - March 2013
Bank of America April 2011 - February 2012
Provident Funding Associates L.P. May 2010 - April 2011
Bloomberg June 2009 - August 2009
Skills
Financial Modeling, Data Analysis, Bloomberg, Equities, Analytics, Loans, Finance, Microsoft Excel, Project Coordination, Process Improvement, Leadership, Business Analysis, Analysis, Market Research, Business Development
Education
University of California, Los Angeles 2014 — 2017
Master of Business Administration (M.B.A.)
University of Southern California 2006 — 2010
BS
Rita Papazian's Bank of America Experience July 1996 - February 2000
Job Real Estate Agent at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage June 2010 - Present
Hye Hokis Armenian Collectibles July 2008 - July 2012
J.D. Power and Associates March 2003 - April 2004
J.D. Power and Associates November 1999 - March 2003
Bank of America July 1996 - February 2000
Skills
Performance Management, Market Research, Marketing Research, Online Research, Succession Planning, Relocation, Real Estate, Employee Benefits, Management, Training, Strategic Planning, Sales, Referrals, Real Estate Transactions, Negotiation, Marketing, Leadership, Contract Negotiation
Education
University of California, Los Angeles 1996 — 2000
Bachelors of Arts, Psychology
Coldwell Banker Residential Brokerage June 2010 - Present
Hye Hokis Armenian Collectibles July 2008 - July 2012
J.D. Power and Associates March 2003 - April 2004
J.D. Power and Associates November 1999 - March 2003
Bank of America July 1996 - February 2000
Skills
Performance Management, Market Research, Marketing Research, Online Research, Succession Planning, Relocation, Real Estate, Employee Benefits, Management, Training, Strategic Planning, Sales, Referrals, Real Estate Transactions, Negotiation, Marketing, Leadership, Contract Negotiation
Education
University of California, Los Angeles 1996 — 2000
Bachelors of Arts, Psychology
Cori Fusselman's Bank of America Experience September 2005 - July 2013
Job Mortgage Loan Officer at Movement Mortgage, LLC NMLS 632864
Industry Banking
Experience
Movement Mortgage, LLC June 2014 - Present
Wells Fargo Home Mortgage July 2013 - May 2014
Bank of America September 2005 - July 2013
Education
UCLA
Movement Mortgage, LLC June 2014 - Present
Wells Fargo Home Mortgage July 2013 - May 2014
Bank of America September 2005 - July 2013
Education
UCLA
Sharyn Delahousie Lewis's Bank of America Experience 1990 - 1996
Job FVP Portfolio Banker Team Leader at Community Bank
Industry Financial Services
Experience
Community Bank August 2006 - Present
Community Bank August 1998 - August 2006
California Federal 1996 - 1998
Bank of America 1990 - 1996
City National Bank 1987 - 1990
Education
UCLA
BA, Business Economics
Community Bank August 2006 - Present
Community Bank August 1998 - August 2006
California Federal 1996 - 1998
Bank of America 1990 - 1996
City National Bank 1987 - 1990
Education
UCLA
BA, Business Economics
Candice Yoo's Bank of America Experience May 2004 - December 2007
Job Account Executive at Stonegate Mortgage
Industry Wholesale
Experience
Stonegate Mortgage November 2013 - Present
Nationstar Mortgage November 2009 - November 2013
Chase Home Finance April 2008 - March 2009
Bank of America May 2004 - December 2007
Bank of America December 1990 - April 2004
Skills
Residential Mortgages, Loan Origination, Refinance, FHA, Credit, Investment Properties, Underwriting, Mortgage Lending, Loans
Education
University of California, Los Angeles 1978 — 1982
Bachelor's Degree, Economics
Stonegate Mortgage November 2013 - Present
Nationstar Mortgage November 2009 - November 2013
Chase Home Finance April 2008 - March 2009
Bank of America May 2004 - December 2007
Bank of America December 1990 - April 2004
Skills
Residential Mortgages, Loan Origination, Refinance, FHA, Credit, Investment Properties, Underwriting, Mortgage Lending, Loans
Education
University of California, Los Angeles 1978 — 1982
Bachelor's Degree, Economics
Sheela Laber's Bank of America Experience June 2011 - June 2012
Job Research Statistician at SAS
Industry Computer Software
Experience
SAS June 2012 - Present
Bank of America June 2011 - June 2012
Bank of America June 2009 - June 2011
Skills
SAS, Portfolio Management, Statistics, Machine Learning, SAS programming, Predictive Modeling, Matlab, R, Analytics, LaTeX, Predictive Analytics, Data Analysis, Statistical Modeling, Risk Management, Data Mining, Bayesian statistics, Quantitative Analytics, Time Series Analysis, Quantitative Finance, Big Data, Quantitative Research, Financial Modeling, Monte Carlo Simulation, Customer Insight
Education
UCLA 2004 — 2009
Ph.D., Statistics
University of Michigan 1999 — 2003
B.S., Mathematics, Computer Science
SAS June 2012 - Present
Bank of America June 2011 - June 2012
Bank of America June 2009 - June 2011
Skills
SAS, Portfolio Management, Statistics, Machine Learning, SAS programming, Predictive Modeling, Matlab, R, Analytics, LaTeX, Predictive Analytics, Data Analysis, Statistical Modeling, Risk Management, Data Mining, Bayesian statistics, Quantitative Analytics, Time Series Analysis, Quantitative Finance, Big Data, Quantitative Research, Financial Modeling, Monte Carlo Simulation, Customer Insight
Education
UCLA 2004 — 2009
Ph.D., Statistics
University of Michigan 1999 — 2003
B.S., Mathematics, Computer Science
Earl Johnson CTFA, AIFA's Bank of America Experience May 2008 - January 2012
Job at Capital One Bank
Industry Financial Services
Experience
Capital One July 2015 - Present
Pride Technologies at Morgan Stanley Private Bank April 2015 - Present
Morgan Stanley Wealth Management 2014 - 2015
Experis February 2012 - March 2014
Bank of America May 2008 - January 2012
Merrill Lynch Bank and Trust January 2006 - May 2008
Skills
Wealth Management, Risk Management, Compliance, Project Management, Team Building, Team Leadership, Analytical Skills, Staff Development, Employee Training, Special Asset Management, Loans, Securities, Asset Management, Mortgage Lending, Mutual Funds, Banking, Commercial Lending, Investment Management, Financial Planning, Financial Services, Finance, Investments, Portfolio Management, Wealth
Education
CANNON FINANCIAL INSTITUTE 2012 — 2014
DIPLOMA, PERSONAL TRUST/FINANCIAL ADVISORY
Fairleigh Dickinson University-Florham Campus 2008 — 2009
CERTIFICATE-AMERICAN BAR ASSOC. CERTIFIED, PARALEGAL STUDIES, HONORS
American Bankers Association
Certified Trust Financial Advisor, Wealth Management and Trust
University of California, Los Angeles
Capital One July 2015 - Present
Pride Technologies at Morgan Stanley Private Bank April 2015 - Present
Morgan Stanley Wealth Management 2014 - 2015
Experis February 2012 - March 2014
Bank of America May 2008 - January 2012
Merrill Lynch Bank and Trust January 2006 - May 2008
Skills
Wealth Management, Risk Management, Compliance, Project Management, Team Building, Team Leadership, Analytical Skills, Staff Development, Employee Training, Special Asset Management, Loans, Securities, Asset Management, Mortgage Lending, Mutual Funds, Banking, Commercial Lending, Investment Management, Financial Planning, Financial Services, Finance, Investments, Portfolio Management, Wealth
Education
CANNON FINANCIAL INSTITUTE 2012 — 2014
DIPLOMA, PERSONAL TRUST/FINANCIAL ADVISORY
Fairleigh Dickinson University-Florham Campus 2008 — 2009
CERTIFICATE-AMERICAN BAR ASSOC. CERTIFIED, PARALEGAL STUDIES, HONORS
American Bankers Association
Certified Trust Financial Advisor, Wealth Management and Trust
University of California, Los Angeles
Mark Santo's Bank of America Experience April 2003 - February 2015
Job Independent Compliance Consulltant
Industry Financial Services
Experience
Independent Compliance Consultant March 2015 - Present
Bank of America April 2003 - February 2015
Various Law Firms January 1980 - September 1998
Ventura and Santa Barbara Counties May 1990 - May 1995
Skills
Legal Research, Legal Writing, Issue Identification, Issue Resolution, Mortgage Servicing, Regulatory Guidelines, Policy Writing, Oral & Written..., Regulatory Audits, Compliance Monitoring, Compliance Testing, Compliance Program..., Banking, Financial Services, Risk Management, Mortgage Banking, Loss Mitigation, Financial Risk, Operational Risk, Default, Mortgage Lending, Credit, Credit Risk, Process Improvement, Operational Risk..., Credit Analysis, Loans
Education
Whittier Law School
Doctor of Law (JD), Law
UCLA
Bachelor of Arts (BA), Political Science and Government
Independent Compliance Consultant March 2015 - Present
Bank of America April 2003 - February 2015
Various Law Firms January 1980 - September 1998
Ventura and Santa Barbara Counties May 1990 - May 1995
Skills
Legal Research, Legal Writing, Issue Identification, Issue Resolution, Mortgage Servicing, Regulatory Guidelines, Policy Writing, Oral & Written..., Regulatory Audits, Compliance Monitoring, Compliance Testing, Compliance Program..., Banking, Financial Services, Risk Management, Mortgage Banking, Loss Mitigation, Financial Risk, Operational Risk, Default, Mortgage Lending, Credit, Credit Risk, Process Improvement, Operational Risk..., Credit Analysis, Loans
Education
Whittier Law School
Doctor of Law (JD), Law
UCLA
Bachelor of Arts (BA), Political Science and Government
Jan Nguyen's Bank of America Experience April 2009 - September 2012
Job Private Mortgage Banker at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage September 2013 - Present
The Federal Savings Bank September 2012 - September 2013
Bank of America April 2009 - September 2012
JPMorgan Chase April 2006 - April 2009
Barron Mortgage Group 2002 - 2006
Skills
Real Estate, Investment Properties, First Time Home Buyers, Mortgage Lending, Residential Homes, FHA, Loans, Real Estate Transactions, Short Sales, Sellers, REO, Foreclosures, Investors, Mortgage Banking, Investments
Education
UCLA
Bachelor's degree, Economics
Wells Fargo Home Mortgage September 2013 - Present
The Federal Savings Bank September 2012 - September 2013
Bank of America April 2009 - September 2012
JPMorgan Chase April 2006 - April 2009
Barron Mortgage Group 2002 - 2006
Skills
Real Estate, Investment Properties, First Time Home Buyers, Mortgage Lending, Residential Homes, FHA, Loans, Real Estate Transactions, Short Sales, Sellers, REO, Foreclosures, Investors, Mortgage Banking, Investments
Education
UCLA
Bachelor's degree, Economics
Socky Bravo's Bank of America Experience 1964 - Present
Job Retierd at Bank of America
Industry Banking
Experience
Bank of America 1964 - Present
Skills
Financial Accounting, Banking, Internal Audit
Education
University of California, Los Angeles
Bank of America 1964 - Present
Skills
Financial Accounting, Banking, Internal Audit
Education
University of California, Los Angeles
Mariza Perez's Bank of America Experience October 2010 - Present
Job Mortgage Services Specialist Lead at Bank of America
Industry Banking
Experience
Bank of America October 2010 - Present
Skills
Underwriting, Financial Analysis, Credit Analysis, Credit, FHA, Consumer Lending, Commercial Banking, Commercial Lending, Refinance, Investments, Small Business Lending, Cash Management, Capital Markets, Portfolio Management, Loan Origination, Credit Risk, Risk Management, Financial Risk, Mortgage Banking, Retail Banking, Financial Modeling, Derivatives, Mortgage Lending, Investment Banking, Banking, Fixed Income, Loans, Financial Structuring, Cross Selling
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Business, Business/Commerce, General
Bank of America October 2010 - Present
Skills
Underwriting, Financial Analysis, Credit Analysis, Credit, FHA, Consumer Lending, Commercial Banking, Commercial Lending, Refinance, Investments, Small Business Lending, Cash Management, Capital Markets, Portfolio Management, Loan Origination, Credit Risk, Risk Management, Financial Risk, Mortgage Banking, Retail Banking, Financial Modeling, Derivatives, Mortgage Lending, Investment Banking, Banking, Fixed Income, Loans, Financial Structuring, Cross Selling
Education
University of California, Los Angeles 1984 — 1988
Bachelor of Business, Business/Commerce, General
Bobby Javaherpour's Bank of America Experience April 2010 - Present
Job Sr. Business Control Analyst at Bank of America
Industry Banking
Experience
Bank of America April 2010 - Present
Skills
Compliance, Credit, Insurance, Banking, Loan Origination, Loans, Mortgage Lending, Credit Risk
Education
University of California, Los Angeles 1996 — 2000
Bank of America April 2010 - Present
Skills
Compliance, Credit, Insurance, Banking, Loan Origination, Loans, Mortgage Lending, Credit Risk
Education
University of California, Los Angeles 1996 — 2000
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS