Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Jena Barton Jena Barton's Bank of America Experience June 2014 - Present
Job Vice President Global Information Security GOV COMPLIANCE at Bank of America
Industry Government Relations
Experience
Bank of America June 2014 - Present
Bank of America October 2013 - June 2014
Cardinal Health June 2011 - June 2013
Carlisle & Gallagher June 2010 - June 2011
North East Tarrant County (NETC) Aggie Moms' Club March 2010 - June 2011
American Airlines December 2009 - July 2010
National Independent Automobile Dealers Association January 2008 - June 2009
American College of Emergency Physicians 2004 - 2007
Craftmade International, Inc July 2003 - May 2004
Walls of Art January 1999 - January 2003
Skills
Critical Thinking, Newsletters, Editing, Internal Communications, Non-profits, Fundraising, Marketing Communications, Management, Media Relations, Marketing, Brochures, Public Relations, Nonprofits, Proposal Writing, Project Management, Advertising, Leadership, Process Improvement, Social Media Marketing, Program Management, Project Planning, Customer Service, Marketing Strategy, Graphic Design, Strategy, Publications, Budgets, Training, InDesign, Human Resources, Publishing, Time Management, Quality Assurance, Sales, Social Networking, Strategic Planning, Team Leadership, Microsoft Excel, Trade Shows, Strategic Communications, Team Building, Leadership Development, Marketing Management, Public Speaking, Content Development, Event Planning, Social Media, Corporate Communications, Web Content, Journalism
Education
University of California, Santa Cruz 1980 — 1984
BA, Psychology
University of Louisville
Educational Psychology
Bank of America June 2014 - Present
Bank of America October 2013 - June 2014
Cardinal Health June 2011 - June 2013
Carlisle & Gallagher June 2010 - June 2011
North East Tarrant County (NETC) Aggie Moms' Club March 2010 - June 2011
American Airlines December 2009 - July 2010
National Independent Automobile Dealers Association January 2008 - June 2009
American College of Emergency Physicians 2004 - 2007
Craftmade International, Inc July 2003 - May 2004
Walls of Art January 1999 - January 2003
Skills
Critical Thinking, Newsletters, Editing, Internal Communications, Non-profits, Fundraising, Marketing Communications, Management, Media Relations, Marketing, Brochures, Public Relations, Nonprofits, Proposal Writing, Project Management, Advertising, Leadership, Process Improvement, Social Media Marketing, Program Management, Project Planning, Customer Service, Marketing Strategy, Graphic Design, Strategy, Publications, Budgets, Training, InDesign, Human Resources, Publishing, Time Management, Quality Assurance, Sales, Social Networking, Strategic Planning, Team Leadership, Microsoft Excel, Trade Shows, Strategic Communications, Team Building, Leadership Development, Marketing Management, Public Speaking, Content Development, Event Planning, Social Media, Corporate Communications, Web Content, Journalism
Education
University of California, Santa Cruz 1980 — 1984
BA, Psychology
University of Louisville
Educational Psychology
Ryan Delfs Ryan Delfs's Bank of America Experience 2008 - 2010
Job Mortgage Consultant at Comstock Mortgage
Industry Financial Services
Experience
Comstock Mortgage/ A division of Guild Mortgage Company March 2014 - Present
Paramount Equity August 2011 - March 2014
Bank of America 2008 - 2010
DB Mortgage Group December 2005 - November 2008
Skills
Sales, Finance, FHA, Loan Origination, USDA, Mortgage Banking, Credit, Mortgage Lending, Loans, Refinance, Residential Mortgages, Customer Service
Education
UC Santa Barbara
Communication and Media Studies
Comstock Mortgage/ A division of Guild Mortgage Company March 2014 - Present
Paramount Equity August 2011 - March 2014
Bank of America 2008 - 2010
DB Mortgage Group December 2005 - November 2008
Skills
Sales, Finance, FHA, Loan Origination, USDA, Mortgage Banking, Credit, Mortgage Lending, Loans, Refinance, Residential Mortgages, Customer Service
Education
UC Santa Barbara
Communication and Media Studies
Kim Keys Kim Keys's Bank of America Experience January 2005 - July 2010
Job Regional Director of Sales at Healthworks Fitness Centers for Women
Industry Health, Wellness and Fitness
Experience
Healthworks Fitness Centers for Women March 2015 - Present
Gold's Gym SoCal Group October 2014 - March 2015
24 Hour Fitness April 2011 - September 2014
Avalon Shutters July 2010 - April 2011
Bank of America January 2005 - July 2010
24 Hour Fitness January 1998 - January 2005
USA Volleyball January 1997 - January 1998
Skills
Personal Training, Sales, Strength Training, Fitness, Sports, Fitness Training, Weight Training, Coaching, Nutrition, Wellness Coaching, Team Building, Athletics, Leadership, Wellness, Financial Reporting, Operating Budgets, Sales Management, Salesforce.com, Strategic Financial..., Labor Management, Performance Improvement, Customer Retention, Staff Retention, Interviewing Skills, Motivation, Motivational Speaking, Team Leadership, P & L Ownership, Sales Growth, Direct Sales, Sales Process, Sales Presentations, Exceed Sales Goals, Hiring, Hiring Practices, Hiring Personnel, HR Policies, Public Speaking, Marketing Strategy, Marketing, Social Media Marketing, Retail Sales, Personal Development, Mentoring, Mentoring Of Staff, Professional Athlete, Teamwork, Team Management, Team-oriented, Multi Tasking
Education
University of California, Santa Barbara
Communications, Communication, General
Healthworks Fitness Centers for Women March 2015 - Present
Gold's Gym SoCal Group October 2014 - March 2015
24 Hour Fitness April 2011 - September 2014
Avalon Shutters July 2010 - April 2011
Bank of America January 2005 - July 2010
24 Hour Fitness January 1998 - January 2005
USA Volleyball January 1997 - January 1998
Skills
Personal Training, Sales, Strength Training, Fitness, Sports, Fitness Training, Weight Training, Coaching, Nutrition, Wellness Coaching, Team Building, Athletics, Leadership, Wellness, Financial Reporting, Operating Budgets, Sales Management, Salesforce.com, Strategic Financial..., Labor Management, Performance Improvement, Customer Retention, Staff Retention, Interviewing Skills, Motivation, Motivational Speaking, Team Leadership, P & L Ownership, Sales Growth, Direct Sales, Sales Process, Sales Presentations, Exceed Sales Goals, Hiring, Hiring Practices, Hiring Personnel, HR Policies, Public Speaking, Marketing Strategy, Marketing, Social Media Marketing, Retail Sales, Personal Development, Mentoring, Mentoring Of Staff, Professional Athlete, Teamwork, Team Management, Team-oriented, Multi Tasking
Education
University of California, Santa Barbara
Communications, Communication, General
RICARDO LOVE's Bank of America Experience May 2013 - August 2013
Job INSIDE SALES REPRESENTATIVE at Triangle Construction
Industry Banking
Experience
Greg De Carlo Allstate Insurance 2014 - 2014
Bank of America May 2013 - August 2013
Bank of America September 2012 - January 2013
TOSHIBA AMERICA BUSINESS SOLUTIONS September 2011 - September 2012
GE Capital October 2008 - September 2011
Fieldstone Mortgage Company October 2007 - October 2008
National City Mortgage June 2002 - September 2007
Xerox June 1994 - June 2002
Skills
Underwriting, Credit Monitoring, Foreclosures, Collecting, Accounts Receivable, Loan Modifications, Loan Auditing, Mortgage Underwriting, Wholesale, Account Executives, Banking, Retail Banking, Commercial Banking, Credit, Loans, Collections, Mortgage Lending, Loan Servicing, Compliance, Customer Service, Call Centers, Research, Account Reconciliation, Commercial Mortgages, FHA, Vendor Management, Loan Origination, Real Estate, Asset Management, Mortgage Banking, Due Diligence, Credit Cards, Credit Analysis, Refinance, Financial Services, Management, Portfolio Management, Loss Mitigation, Finance, Mortgage Servicing, Negotiation, Residential Mortgages, Sales, Investment Properties, Fraud, SAR, USA PATRIOT Act, Bank Secrecy Act, Risk Management, Relationship Management
Education
UCSB
Greg De Carlo Allstate Insurance 2014 - 2014
Bank of America May 2013 - August 2013
Bank of America September 2012 - January 2013
TOSHIBA AMERICA BUSINESS SOLUTIONS September 2011 - September 2012
GE Capital October 2008 - September 2011
Fieldstone Mortgage Company October 2007 - October 2008
National City Mortgage June 2002 - September 2007
Xerox June 1994 - June 2002
Skills
Underwriting, Credit Monitoring, Foreclosures, Collecting, Accounts Receivable, Loan Modifications, Loan Auditing, Mortgage Underwriting, Wholesale, Account Executives, Banking, Retail Banking, Commercial Banking, Credit, Loans, Collections, Mortgage Lending, Loan Servicing, Compliance, Customer Service, Call Centers, Research, Account Reconciliation, Commercial Mortgages, FHA, Vendor Management, Loan Origination, Real Estate, Asset Management, Mortgage Banking, Due Diligence, Credit Cards, Credit Analysis, Refinance, Financial Services, Management, Portfolio Management, Loss Mitigation, Finance, Mortgage Servicing, Negotiation, Residential Mortgages, Sales, Investment Properties, Fraud, SAR, USA PATRIOT Act, Bank Secrecy Act, Risk Management, Relationship Management
Education
UCSB
Sahar Abassi Sahar Abassi's Bank of America Experience November 2009 - Present
Job AVP, Retail Sales Manager NMLS ID 419882
Industry Financial Services
Experience
Bank of America November 2009 - Present
JP Morgan Chase May 2003 - November 2009
CareerTrust 2000 - 2003
Skills
Home Equity Lines of..., Government Loans, Mortgage Lending, Refinance, Loans, Real Estate, Investments, Finance, FHA, Loan Origination, First Time Home Buyers, Mortgage Marketing, Residential Mortgages, Sales, Mortgage Banking, Residential Homes
Education
Bachelor of Arts Degree 1993 — 1997
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts
Bank of America November 2009 - Present
JP Morgan Chase May 2003 - November 2009
CareerTrust 2000 - 2003
Skills
Home Equity Lines of..., Government Loans, Mortgage Lending, Refinance, Loans, Real Estate, Investments, Finance, FHA, Loan Origination, First Time Home Buyers, Mortgage Marketing, Residential Mortgages, Sales, Mortgage Banking, Residential Homes
Education
Bachelor of Arts Degree 1993 — 1997
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts
Paul Abate Paul Abate's Bank of America Experience February 2012 - Present
Job SVP Servicing Executive Escrow Operations and Servicing Vendor Management at Bank of America
Industry Banking
Experience
Bank of America February 2012 - Present
Bank of America Home Loans June 2003 - February 2012
Med Diversified, Inc March 2000 - December 2002
Arthur Andersen LLP December 1992 - March 2000
Skills
Certified Public..., CPA, Vendor Management, SEC filings, Sarbanes-Oxley Act, Banking, Financial Reporting, Accounting, Financial Analysis, Auditing, Financial Modeling, Internal Controls, Financial Services, Internal Audit, Cash Management, Finance, Enterprise Risk..., Financial Risk, Risk Management, Due Diligence, Operational Risk..., Credit
Education
UCSB
BA, Business Economics/Accounting
Bank of America February 2012 - Present
Bank of America Home Loans June 2003 - February 2012
Med Diversified, Inc March 2000 - December 2002
Arthur Andersen LLP December 1992 - March 2000
Skills
Certified Public..., CPA, Vendor Management, SEC filings, Sarbanes-Oxley Act, Banking, Financial Reporting, Accounting, Financial Analysis, Auditing, Financial Modeling, Internal Controls, Financial Services, Internal Audit, Cash Management, Finance, Enterprise Risk..., Financial Risk, Risk Management, Due Diligence, Operational Risk..., Credit
Education
UCSB
BA, Business Economics/Accounting
Dragan Saric Dragan Saric's Bank of America Experience May 2013 - October 2014
Job Implementation Adviser, Global Treasury, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - October 2014
J.B. Turner & Sons June 2012 - May 2013
UC Santa Cruz September 2008 - June 2009
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Logistics, Access, Data Analysis, C++, Matlab, Serbian, StatusMart, EDGE System, CashPro, ACH, Lockbox, Remote Deposit Service..., Project Management, Implementation, Advisor, Cash Vault, SafeConnect
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - October 2014
J.B. Turner & Sons June 2012 - May 2013
UC Santa Cruz September 2008 - June 2009
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Logistics, Access, Data Analysis, C++, Matlab, Serbian, StatusMart, EDGE System, CashPro, ACH, Lockbox, Remote Deposit Service..., Project Management, Implementation, Advisor, Cash Vault, SafeConnect
Education
University of California, Santa Cruz 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Louis Hinojosa Louis Hinojosa's Bank of America Experience 2013 - 2014
Job Project Manager at Health Net
Industry Information Technology and Services
Experience
Health Net September 2014 - Present
N2N Global April 2015 - July 2015
Amgen May 2014 - August 2014
Bank of America 2013 - 2014
IBM 2006 - 2013
FileNet 1996 - 2006
Skills
Business Analysis, Pre-sales, Project Management, Data Migration, Solution Architecture, Software Project..., Integration, Program Management, Enterprise Architecture, Software Development, Management Consulting, Unix, Business Process, Business Intelligence, Requirements Analysis, Management, Enterprise Content..., IT Strategy, Enterprise Software, Business Process Design, Project Portfolio..., ITIL, PMP, Business Transformation, IBM Image Services, IBM P8, IBM CMOD, SDLC, QA Engineering, PMO, Consulting, SOA, Requirements Gathering, IT Management, Project Delivery, Global Delivery, Outsourcing, Business Process..., Professional Services, Agile Project Management, Service Delivery, Cloud Computing, Data Analytics, ERP, IT Service Management, Digital Media, Cloud Applications, SaaS, CRM, SharePoint
Education
UCSB
BS, Mechanical Engineering
Health Net September 2014 - Present
N2N Global April 2015 - July 2015
Amgen May 2014 - August 2014
Bank of America 2013 - 2014
IBM 2006 - 2013
FileNet 1996 - 2006
Skills
Business Analysis, Pre-sales, Project Management, Data Migration, Solution Architecture, Software Project..., Integration, Program Management, Enterprise Architecture, Software Development, Management Consulting, Unix, Business Process, Business Intelligence, Requirements Analysis, Management, Enterprise Content..., IT Strategy, Enterprise Software, Business Process Design, Project Portfolio..., ITIL, PMP, Business Transformation, IBM Image Services, IBM P8, IBM CMOD, SDLC, QA Engineering, PMO, Consulting, SOA, Requirements Gathering, IT Management, Project Delivery, Global Delivery, Outsourcing, Business Process..., Professional Services, Agile Project Management, Service Delivery, Cloud Computing, Data Analytics, ERP, IT Service Management, Digital Media, Cloud Applications, SaaS, CRM, SharePoint
Education
UCSB
BS, Mechanical Engineering
Jenny Lai's Bank of America Experience May 2010 - December 2012
Job Preferred Banking
Industry Banking
Experience
First Republic Bank August 2015 - Present
Union Bank December 2012 - August 2015
Bank of America May 2010 - December 2012
Bank of America March 2009 - March 2010
Bank of America December 2008 - March 2009
Skills
Retail Banking, Loans, Mortgage Lending, Banking, Credit, Consumer Lending, Branch Management, Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Coaching, Sales, Recruiting, Talent Acquisition, Cross Selling, Commercial Banking, Loan Origination, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science, Public Policy emphasis
First Republic Bank August 2015 - Present
Union Bank December 2012 - August 2015
Bank of America May 2010 - December 2012
Bank of America March 2009 - March 2010
Bank of America December 2008 - March 2009
Skills
Retail Banking, Loans, Mortgage Lending, Banking, Credit, Consumer Lending, Branch Management, Risk Management, Microsoft Excel, Customer Service, Microsoft Word, Coaching, Sales, Recruiting, Talent Acquisition, Cross Selling, Commercial Banking, Loan Origination, Management
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts, Political Science, Public Policy emphasis
Lynn Fernandez Lynn Fernandez's Bank of America Experience 1973 - 2011
Job
Industry Banking
Experience
Comerica Bank November 2011 - Present
Bank of America 1973 - 2011
Skills
Customer Service, Banking, Portfolio Management, Finance, Customer Satisfaction, Marketing, Risk Management, Relationship Management, New Business Development, Small Business, Retail Banking, Public Speaking, Sales, Business Development, Consumer Lending, Community Outreach, Call Center, Sales Operations, Loans, Commercial Lending, Call Centers, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Mortgage Lending, Leadership, Loan Origination, Mortgage Banking, Financial Services, Underwriting, Cross Selling, Cash Management, Management, Lines Of Credit
Education
UC Santa Barbara
Bachelor of Arts (B.A.)
Comerica Bank November 2011 - Present
Bank of America 1973 - 2011
Skills
Customer Service, Banking, Portfolio Management, Finance, Customer Satisfaction, Marketing, Risk Management, Relationship Management, New Business Development, Small Business, Retail Banking, Public Speaking, Sales, Business Development, Consumer Lending, Community Outreach, Call Center, Sales Operations, Loans, Commercial Lending, Call Centers, Small Business Lending, Commercial Banking, Credit Analysis, Credit, Mortgage Lending, Leadership, Loan Origination, Mortgage Banking, Financial Services, Underwriting, Cross Selling, Cash Management, Management, Lines Of Credit
Education
UC Santa Barbara
Bachelor of Arts (B.A.)
Laura. Roman Laura. Roman's Bank of America Experience February 2006 - November 2007
Job VP New Market Tax Credit Asset Manager
Industry Financial Services
Experience
Wells Fargo April 2011 - Present
Wells Fargo January 2008 - April 2011
Bank of America February 2006 - November 2007
Southeastern Economic Development Corporation (SEDC) January 2002 - December 2005
San Diego Regional Economic Development Corporation July 1999 - January 2001
Skills
Real Estate Development, Program Management, Portfolio Management, Affordable Housing, Commercial Real Estate, Financial Analysis, Finance, Investments, Underwriting, Construction, Credit Analysis, Real Estate, Due Diligence, Asset Management, Mergers & Acquisitions, Loans, Management
Education
San Diego State University
Master of City Planning
University of California, Santa Barbara
Bachelors of Arts in Political Science, International Relations, Cum Laude
Wells Fargo April 2011 - Present
Wells Fargo January 2008 - April 2011
Bank of America February 2006 - November 2007
Southeastern Economic Development Corporation (SEDC) January 2002 - December 2005
San Diego Regional Economic Development Corporation July 1999 - January 2001
Skills
Real Estate Development, Program Management, Portfolio Management, Affordable Housing, Commercial Real Estate, Financial Analysis, Finance, Investments, Underwriting, Construction, Credit Analysis, Real Estate, Due Diligence, Asset Management, Mergers & Acquisitions, Loans, Management
Education
San Diego State University
Master of City Planning
University of California, Santa Barbara
Bachelors of Arts in Political Science, International Relations, Cum Laude
Angelo Santa Ana Angelo Santa Ana's Bank of America Experience September 2002 - January 2003
Job Field Energy Consultant at SolarCity
Industry Marketing and Advertising
Experience
Realty World Dominion January 2015 - Present
SolarCity November 2014 - August 2015
Quon Real Estate Group November 2008 - December 2014
Comcast February 2014 - June 2014
Google/ Harvard//Stanford/MIT Startup July 2013 - June 2014
NorthStar Mortgage February 2004 - November 2008
North Star Mortgage & Realty January 2003 - February 2004
Bank of America September 2002 - January 2003
Camera Cinemas February 2002 - May 2002
Geocast Networks 2000 - 2001
Skills
Marketing, Online Marketing, Market Research, Analysis, Market Analysis, Social Media, Coordination, Seller Representation, Small Business, Negotiation, Social Networking, Microsoft Office, Final Cut Pro, Facebook, Editing, Interactive TV, Video Editing, Sales, Strategy, New Business Development, Sales Management, Investors, CRM, B2B, Project Management, Sellers, First Time Home Buyers, Customer Service, Partner Management, Social Media Marketing, Content Marketing, Marketing Communications, Customer Segmentation..., Offline Marketing, Strategic Planning, Digital Marketing, Demand Generation, Field Marketing, Web 2.0, Salesforce.com, WordPress, Twitter, YouTube, Quora, SEO, SEM, B2C, Marketing Strategy, Digital Strategy, Start-ups
Education
Ludwig-Maximilians-Universität München (LMU)
Certificate, Competitve Strategy (MOOC course through coursera.org)
San Jose State University
MS, Mass Communications
University of California, Santa Cruz
BA, Biology, General
Realty World Dominion January 2015 - Present
SolarCity November 2014 - August 2015
Quon Real Estate Group November 2008 - December 2014
Comcast February 2014 - June 2014
Google/ Harvard//Stanford/MIT Startup July 2013 - June 2014
NorthStar Mortgage February 2004 - November 2008
North Star Mortgage & Realty January 2003 - February 2004
Bank of America September 2002 - January 2003
Camera Cinemas February 2002 - May 2002
Geocast Networks 2000 - 2001
Skills
Marketing, Online Marketing, Market Research, Analysis, Market Analysis, Social Media, Coordination, Seller Representation, Small Business, Negotiation, Social Networking, Microsoft Office, Final Cut Pro, Facebook, Editing, Interactive TV, Video Editing, Sales, Strategy, New Business Development, Sales Management, Investors, CRM, B2B, Project Management, Sellers, First Time Home Buyers, Customer Service, Partner Management, Social Media Marketing, Content Marketing, Marketing Communications, Customer Segmentation..., Offline Marketing, Strategic Planning, Digital Marketing, Demand Generation, Field Marketing, Web 2.0, Salesforce.com, WordPress, Twitter, YouTube, Quora, SEO, SEM, B2C, Marketing Strategy, Digital Strategy, Start-ups
Education
Ludwig-Maximilians-Universität München (LMU)
Certificate, Competitve Strategy (MOOC course through coursera.org)
San Jose State University
MS, Mass Communications
University of California, Santa Cruz
BA, Biology, General
Jeffrey Lum Jeffrey Lum's Bank of America Experience 2009 - 2011
Job Client Development at Fourandhalf
Industry Marketing and Advertising
Experience
Fourandhalf - Internet Marketing for Property Managers January 2015 - Present
Sweet Basil Thai March 2011 - January 2015
Golden State Warriors 2013 - 2015
Soi 4 Bangkok Eatery 2009 - 2013
Bank of America 2009 - 2011
H.O.P.S. (House of Pro Studio) 2006 - 2007
Lucks Music 2005 - 2007
Skills
Customer Service, Thai language, Interpreting, Foreign Languages, Food & Beverage, Food Service, Social Media, Liasing, Singing, Voice Lessons, Restaurant Management, Food, Accounts Payable, Restaurants, Microsoft Office, Memes, Public Speaking, Awesomeness, Management, Microsoft Excel, Sales
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Music, Voice and Opera
Monte Vista High School 1999 — 2002
Fourandhalf - Internet Marketing for Property Managers January 2015 - Present
Sweet Basil Thai March 2011 - January 2015
Golden State Warriors 2013 - 2015
Soi 4 Bangkok Eatery 2009 - 2013
Bank of America 2009 - 2011
H.O.P.S. (House of Pro Studio) 2006 - 2007
Lucks Music 2005 - 2007
Skills
Customer Service, Thai language, Interpreting, Foreign Languages, Food & Beverage, Food Service, Social Media, Liasing, Singing, Voice Lessons, Restaurant Management, Food, Accounts Payable, Restaurants, Microsoft Office, Memes, Public Speaking, Awesomeness, Management, Microsoft Excel, Sales
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Music, Voice and Opera
Monte Vista High School 1999 — 2002
Kurt Eilers Kurt Eilers's Bank of America Experience March 2012 - August 2014
Job Partner at Acuity Agriculture
Industry Farming
Experience
Acuity Agriculture January 2015 - Present
Bank of America March 2012 - August 2014
Bank of America September 2009 - March 2012
U.S. House of Representatives June 2008 - August 2008
Skills
Banking, Credit, FHA, Government Loans, Loan Origination, Loans, Mortgage Lending, Retail Banking, Mortgage Banking, Consumer Lending, Residential Mortgages, FHA financing, Credit Analysis, Cross Selling, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Relationship Management, Deposits, Sales, Customer Service, VA loans, VA Loans, Strategic Planning, Public Speaking, Sales Management, Microsoft Office, Refinance, Microsoft Word, Investment Properties, Marketing, Financial Analysis, Real Estate, Investments, Event Planning, Research, Time Management, Outlook
Education
University of California, Santa Barbara 2005 — 2009
University of California, Santa Barbara 2005 — 2009
Acuity Agriculture January 2015 - Present
Bank of America March 2012 - August 2014
Bank of America September 2009 - March 2012
U.S. House of Representatives June 2008 - August 2008
Skills
Banking, Credit, FHA, Government Loans, Loan Origination, Loans, Mortgage Lending, Retail Banking, Mortgage Banking, Consumer Lending, Residential Mortgages, FHA financing, Credit Analysis, Cross Selling, Lines Of Credit, Home Equity Lines of..., Home Equity Loans, Relationship Management, Deposits, Sales, Customer Service, VA loans, VA Loans, Strategic Planning, Public Speaking, Sales Management, Microsoft Office, Refinance, Microsoft Word, Investment Properties, Marketing, Financial Analysis, Real Estate, Investments, Event Planning, Research, Time Management, Outlook
Education
University of California, Santa Barbara 2005 — 2009
University of California, Santa Barbara 2005 — 2009
Ashley Libbey Ashley Libbey's Bank of America Experience December 2005 - July 2008
Job Dell Partner and Product Marketing Manager Software at Zones
Industry Information Technology and Services
Experience
BlackPoint IT Services March 2011 - July 2013
YMCA of Pierce and Kitsap Counties July 2008 - December 2010
Bank of America December 2005 - July 2008
Confidential Executive Search Firm August 2004 - December 2004
University of California - Santa Cruz August 2002 - July 2004
Skills
Marketing, Public Relations, Operations Management, Customer Service, Social Media, Leadership, Account Management, Training, CRM, Marketing Communications, Event Planning, B2B, Sales Process, Strategy
Education
University of California, Santa Cruz 2000 — 2004
Bachelors
Carondelet High School 1996 — 2000
De La Salle 1996 — 2000
BlackPoint IT Services March 2011 - July 2013
YMCA of Pierce and Kitsap Counties July 2008 - December 2010
Bank of America December 2005 - July 2008
Confidential Executive Search Firm August 2004 - December 2004
University of California - Santa Cruz August 2002 - July 2004
Skills
Marketing, Public Relations, Operations Management, Customer Service, Social Media, Leadership, Account Management, Training, CRM, Marketing Communications, Event Planning, B2B, Sales Process, Strategy
Education
University of California, Santa Cruz 2000 — 2004
Bachelors
Carondelet High School 1996 — 2000
De La Salle 1996 — 2000
Roxanne Dore'e's Bank of America Experience December 1991 - November 2014
Job Mortgage Consultant Union Bank
Industry Banking
Experience
Bank of America December 1991 - November 2014
Skills
Credit Analysis, Customer Service, Commercial Banking, Credit, Banking, Credit Risk, Loans, Retail Banking, Management, Mortgage Lending
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Bank of America December 1991 - November 2014
Skills
Credit Analysis, Customer Service, Commercial Banking, Credit, Banking, Credit Risk, Loans, Retail Banking, Management, Mortgage Lending
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Jason Kilpatrick, PMP, CSM Jason Kilpatrick, PMP, CSM's Bank of America Experience March 2011 - May 2014
Job Project Manager: Sales and Marketing Operations
Industry Entertainment
Experience
DIRECTV May 2014 - Present
Bank of America March 2011 - May 2014
Medtronic March 2009 - March 2011
Covington Group June 2008 - February 2009
FM Global July 2003 - June 2006
Skills
Project Management, Business Analysis, Business Process..., Strategic Initiatives, Business Development, Cross-functional Team..., Budget Forecasts, Financial Forecasting, Presentation Development, Financial Modeling, Data Analysis, Risk Management, Financial Analysis, Process Improvement, Banking, Visio, Relationship Management, Portfolio Management, Qualitative Research, Marketing Research, Microsoft SQL Server, Microsoft Excel, Interpersonal Skill, Organizational..., Business Strategy, Leadership, Managerial Skills, Application Lifecycle..., Management
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance/Real Estate
University of Southern California 2006 — 2008
Master's degree, Real Estate Development
University of California, Santa Barbara 1998 — 2003
Bachelor of Science (BS), Mechanical Engineering
DIRECTV May 2014 - Present
Bank of America March 2011 - May 2014
Medtronic March 2009 - March 2011
Covington Group June 2008 - February 2009
FM Global July 2003 - June 2006
Skills
Project Management, Business Analysis, Business Process..., Strategic Initiatives, Business Development, Cross-functional Team..., Budget Forecasts, Financial Forecasting, Presentation Development, Financial Modeling, Data Analysis, Risk Management, Financial Analysis, Process Improvement, Banking, Visio, Relationship Management, Portfolio Management, Qualitative Research, Marketing Research, Microsoft SQL Server, Microsoft Excel, Interpersonal Skill, Organizational..., Business Strategy, Leadership, Managerial Skills, Application Lifecycle..., Management
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Finance/Real Estate
University of Southern California 2006 — 2008
Master's degree, Real Estate Development
University of California, Santa Barbara 1998 — 2003
Bachelor of Science (BS), Mechanical Engineering
Scott Vogel Scott Vogel's Bank of America Experience February 2010 - July 2010
Job National Account Executive, HealthPlans.com at Katch
Industry Marketing and Advertising
Experience
HealthPlans.com 2015 - Present
Atonal Sports 2014 - 2015
Oversee.net / Shopwiki 2013 - 2014
CityGrid Media November 2011 - August 2013
Business.com July 2011 - November 2011
Bank of the West August 2010 - June 2011
Bank of America February 2010 - July 2010
Coral Tree Cafe November 2007 - December 2009
Whole Foods Market August 2003 - August 2007
Skills
Online Advertising, Lead Generation, New Business Development, SEM, SEO, Account Management, Marketing Strategy, Market Research, Social Media Marketing, Email Marketing, Salesforce.com, Leadership, Sales Presentations, Social Media, Sales, Sales Management, Cold Calling, Business Development, Sales Operations, Management, Entrepreneurship, Digital Marketing, Online Marketing, Strategic Partnerships, PPC, Digital Media, Mobile Marketing, Advertising, Social Networking, B2B, Advertising Sales, CRM, E-commerce, Marketing, Google Adwords, Digital Strategy, Web Analytics, Customer Acquisition, Analytics, Mobile Advertising, Display Advertising, Web Marketing, Affiliate Marketing, Google Analytics, Integrated Marketing, Direct Marketing, Interactive Marketing, Media Buying, DoubleClick, Product Marketing
Education
University of California, Santa Barbara 2007 — 2009
Bachelor's, Sociology
Loyola High School 2000 — 2004
High School Diploma
HealthPlans.com 2015 - Present
Atonal Sports 2014 - 2015
Oversee.net / Shopwiki 2013 - 2014
CityGrid Media November 2011 - August 2013
Business.com July 2011 - November 2011
Bank of the West August 2010 - June 2011
Bank of America February 2010 - July 2010
Coral Tree Cafe November 2007 - December 2009
Whole Foods Market August 2003 - August 2007
Skills
Online Advertising, Lead Generation, New Business Development, SEM, SEO, Account Management, Marketing Strategy, Market Research, Social Media Marketing, Email Marketing, Salesforce.com, Leadership, Sales Presentations, Social Media, Sales, Sales Management, Cold Calling, Business Development, Sales Operations, Management, Entrepreneurship, Digital Marketing, Online Marketing, Strategic Partnerships, PPC, Digital Media, Mobile Marketing, Advertising, Social Networking, B2B, Advertising Sales, CRM, E-commerce, Marketing, Google Adwords, Digital Strategy, Web Analytics, Customer Acquisition, Analytics, Mobile Advertising, Display Advertising, Web Marketing, Affiliate Marketing, Google Analytics, Integrated Marketing, Direct Marketing, Interactive Marketing, Media Buying, DoubleClick, Product Marketing
Education
University of California, Santa Barbara 2007 — 2009
Bachelor's, Sociology
Loyola High School 2000 — 2004
High School Diploma
Steve Kleinbaum's Bank of America Experience June 2013 - August 2013
Job Senior Associate at Prophet
Industry Management Consulting
Experience
Prophet September 2015 - Present
Accenture July 2014 - August 2015
Bank of America June 2013 - August 2013
Lieberman Research Worldwide October 2010 - July 2012
Lieberman Research Worldwide December 2008 - October 2010
Lieberman Research Worldwide January 2008 - December 2008
Bargain Network April 2004 - April 2006
Skills
Market Research, Marketing, Data Analysis, Marketing Strategy, Quantitative Research, Strategy, Product Development, Social Media, Strategic Planning, Business Strategy, Project Management, Consumer Behaviour, Marketing Research, New Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Business/Managerial Economics
Prophet September 2015 - Present
Accenture July 2014 - August 2015
Bank of America June 2013 - August 2013
Lieberman Research Worldwide October 2010 - July 2012
Lieberman Research Worldwide December 2008 - October 2010
Lieberman Research Worldwide January 2008 - December 2008
Bargain Network April 2004 - April 2006
Skills
Market Research, Marketing, Data Analysis, Marketing Strategy, Quantitative Research, Strategy, Product Development, Social Media, Strategic Planning, Business Strategy, Project Management, Consumer Behaviour, Marketing Research, New Business Development
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of California, Santa Barbara 2000 — 2004
Bachelor of Arts (B.A.), Business/Managerial Economics
Jeff Jay Jeff Jay's Bank of America Experience 2011 - 2012
Job Senior Accounting Associate at Sientra, Inc.
Industry Financial Services
Experience
Sientra, Inc. September 2012 - Present
Bank of America 2011 - 2012
JPMorgan Chase 2010 - 2011
Skills
Accounts Receivable, Reporting & Analysis, Process Optimization, Data Analysis, Ad Hoc Reporting, Visual Basic, Microsoft Excel, Microsoft SQL Server, Microsoft Access, Microsoft Office, Accounts Payable, Microsoft Word, Time Management, Banking, Account Management, Customer Service, Leadership, Cash Management, Management, PowerPoint
Education
University of California, Santa Barbara
Business Economics with Emphasis in Accounting, Economics and Accounting
Sientra, Inc. September 2012 - Present
Bank of America 2011 - 2012
JPMorgan Chase 2010 - 2011
Skills
Accounts Receivable, Reporting & Analysis, Process Optimization, Data Analysis, Ad Hoc Reporting, Visual Basic, Microsoft Excel, Microsoft SQL Server, Microsoft Access, Microsoft Office, Accounts Payable, Microsoft Word, Time Management, Banking, Account Management, Customer Service, Leadership, Cash Management, Management, PowerPoint
Education
University of California, Santa Barbara
Business Economics with Emphasis in Accounting, Economics and Accounting
Shreen Bains Shreen Bains's Bank of America Experience July 2007 - April 2013
Job Vice President, Area Underwriting Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2013 - Present
Bank of America July 2007 - April 2013
H&R Block Mortgage January 2005 - July 2007
ComUnity Lending April 2004 - July 2007
Wells Fargo Home Mortgage September 2002 - April 2004
Skills
Mortgage Banking, Credit Analysis, Underwriting, FHA, Loan Origination, Credit, Customer Retention, Loans, Sales, Customer Satisfaction, Mortgage Lending, Finance, Management, Refinance, Training, Banking, Residential Mortgages
Education
University of California, Santa Barbara 1998 — 2002
Sociology
Wells Fargo Home Mortgage April 2013 - Present
Bank of America July 2007 - April 2013
H&R Block Mortgage January 2005 - July 2007
ComUnity Lending April 2004 - July 2007
Wells Fargo Home Mortgage September 2002 - April 2004
Skills
Mortgage Banking, Credit Analysis, Underwriting, FHA, Loan Origination, Credit, Customer Retention, Loans, Sales, Customer Satisfaction, Mortgage Lending, Finance, Management, Refinance, Training, Banking, Residential Mortgages
Education
University of California, Santa Barbara 1998 — 2002
Sociology
Mark Ramey's Bank of America Experience March 2010 - Present
Job Mortgage Servicing Specialist at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
Anthem May 2009 - December 2009
Paradise Estates Realty December 2007 - May 2009
Skills
Loans, Mortgage Servicing, Real Estate, Underwriting, Call Centers, Training, Customer Service, Sales, Real Estate Transactions, Insurance, HUD, Mortgage Lending
Education
University of California, Santa Barbara 2005 — 2007
Bachelors of Arts, Film and Media Studies
Ventura College 2003 — 2005
AA, General Ed.
Bank of America March 2010 - Present
Anthem May 2009 - December 2009
Paradise Estates Realty December 2007 - May 2009
Skills
Loans, Mortgage Servicing, Real Estate, Underwriting, Call Centers, Training, Customer Service, Sales, Real Estate Transactions, Insurance, HUD, Mortgage Lending
Education
University of California, Santa Barbara 2005 — 2007
Bachelors of Arts, Film and Media Studies
Ventura College 2003 — 2005
AA, General Ed.
Robert Mislang's Bank of America Experience December 2003 - October 2007
Job Relationship Management Vice President at Montecito Bank & Trust
Industry Banking
Experience
Montecito Bank & Trust November 2014 - Present
Montecito Bank & Trust April 2010 - November 2014
Rabobank, N.A. October 2007 - March 2010
Bank of America December 2003 - October 2007
Wells Fargo Bank June 2001 - December 2003
KTXL FOX40 Television June 2000 - June 2001
KCRA 3 NBC Television October 1999 - June 2000
Skills
Banking, Sales Management, Credit, Customer Service, Financial Planning, New Business Development, Strategic Planning, Coaching, Retail Banking, Team Building, Compliance, Loans, Management, Sales, Strategic Financial..., Leadership, Risk Management, Financial Analysis, Analysis, Mortgage Lending, Commercial Lending, Portfolio Management, Business Development, Finance, Relationship Management, Small Business, Small Business Lending, Wealth Management, Credit Analysis, Mergers & Acquisitions, Mutual Funds, Investments, Loan Origination, Underwriting, Training, Commercial Banking, Insurance, Credit Risk, Negotiation, Event Planning, Marketing Strategy, Marketing, Public Relations, Consumer Lending, Social Networking, Social Media Marketing
Education
SBHS
University of California, Santa Barbara
Montecito Bank & Trust November 2014 - Present
Montecito Bank & Trust April 2010 - November 2014
Rabobank, N.A. October 2007 - March 2010
Bank of America December 2003 - October 2007
Wells Fargo Bank June 2001 - December 2003
KTXL FOX40 Television June 2000 - June 2001
KCRA 3 NBC Television October 1999 - June 2000
Skills
Banking, Sales Management, Credit, Customer Service, Financial Planning, New Business Development, Strategic Planning, Coaching, Retail Banking, Team Building, Compliance, Loans, Management, Sales, Strategic Financial..., Leadership, Risk Management, Financial Analysis, Analysis, Mortgage Lending, Commercial Lending, Portfolio Management, Business Development, Finance, Relationship Management, Small Business, Small Business Lending, Wealth Management, Credit Analysis, Mergers & Acquisitions, Mutual Funds, Investments, Loan Origination, Underwriting, Training, Commercial Banking, Insurance, Credit Risk, Negotiation, Event Planning, Marketing Strategy, Marketing, Public Relations, Consumer Lending, Social Networking, Social Media Marketing
Education
SBHS
University of California, Santa Barbara
Jenifer Griffin Jenifer Griffin's Bank of America Experience September 2006 - August 2007
Job Store Team Leader at Target Corp
Industry Retail
Experience
Target March 2014 - Present
Target March 2011 - March 2014
Target July 2009 - March 2011
Target August 2007 - July 2009
Bank of America September 2006 - August 2007
Skills
Inventory Control, Retail, Leadership, Inventory Management, Merchandising, Microsoft Excel
Education
University of California, Santa Barbara 2002 — 2006
B.A., English and Education
Target March 2014 - Present
Target March 2011 - March 2014
Target July 2009 - March 2011
Target August 2007 - July 2009
Bank of America September 2006 - August 2007
Skills
Inventory Control, Retail, Leadership, Inventory Management, Merchandising, Microsoft Excel
Education
University of California, Santa Barbara 2002 — 2006
B.A., English and Education
Rachel Grande's Bank of America Experience July 2012 - July 2013
Job MS Risk Analyst at Capital One
Industry Financial Services
Experience
Capital One February 2015 - Present
U.S. Trust September 2013 - February 2015
Bank of America July 2012 - July 2013
Bank of America August 2011 - July 2012
Skills
Banking, Relationship Management, Financial Services, Consumer Lending, Credit, Retail Banking, Cross Selling, Finance
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (BA), Art History, Criticism and Conservation
San Francisco State University 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Capital One February 2015 - Present
U.S. Trust September 2013 - February 2015
Bank of America July 2012 - July 2013
Bank of America August 2011 - July 2012
Skills
Banking, Relationship Management, Financial Services, Consumer Lending, Credit, Retail Banking, Cross Selling, Finance
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (BA), Art History, Criticism and Conservation
San Francisco State University 2005 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Kimberly Benjamin Kimberly Benjamin's Bank of America Experience October 2010 - August 2011
Job Contract Administrator at Intracorp Companies
Industry Real Estate
Experience
Intracorp Companies July 2015 - Present
Intracorp Companies August 2011 - July 2015
Bank of America October 2010 - August 2011
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Intracorp Companies July 2015 - Present
Intracorp Companies August 2011 - July 2015
Bank of America October 2010 - August 2011
Education
University of California, Santa Barbara 2006 — 2010
Bachelor of Arts (BA), Political Science and Government
Charles King Charles King's Bank of America Experience April 1982 - May 1995
Job Senior Advisor, I4 (Int'l Info Integrity Inst)
Industry Financial Services
Experience
I-4 (International Information Integrity Institute) May 2013 - Present
The King Group, LLC June 1985 - Present
IBM June 2011 - July 2012
State Street Bank May 1996 - December 2008
SunGard Financial Systems June 1995 - May 1996
Bank of America April 1982 - May 1995
Skills
Information Security, Security, Risk Management, Thought Leadership, Program Management, Management, Leadership, Integration, Business Analysis, Enterprise Software, Analytics, Business Continuity, CRM, Capital Markets, Financial Services, Governance, IT Strategy, Information Security..., Financial Markets
Education
University of California, Santa Cruz 1982 — 1983
BA, Economics
I-4 (International Information Integrity Institute) May 2013 - Present
The King Group, LLC June 1985 - Present
IBM June 2011 - July 2012
State Street Bank May 1996 - December 2008
SunGard Financial Systems June 1995 - May 1996
Bank of America April 1982 - May 1995
Skills
Information Security, Security, Risk Management, Thought Leadership, Program Management, Management, Leadership, Integration, Business Analysis, Enterprise Software, Analytics, Business Continuity, CRM, Capital Markets, Financial Services, Governance, IT Strategy, Information Security..., Financial Markets
Education
University of California, Santa Cruz 1982 — 1983
BA, Economics
Jesse Tyre Karp Jesse Tyre Karp's Bank of America Experience June 2014 - March 2015
Job Citi
Industry Real Estate
Experience
Citi March 2015 - Present
Bank of America June 2014 - March 2015
Citi April 2012 - May 2014
CS Financial September 2010 - September 2011
Education
UCSB 1995 — 2000
Bachelor, Sociology
Citi March 2015 - Present
Bank of America June 2014 - March 2015
Citi April 2012 - May 2014
CS Financial September 2010 - September 2011
Education
UCSB 1995 — 2000
Bachelor, Sociology
Ryan Awwad Ryan Awwad's Bank of America Experience January 2013 - July 2013
Job Team Captain Quicken Loans
Industry Financial Services
Experience
Quicken Loans April 2007 - Present
Bank of America January 2013 - July 2013
Reinhart Realtors May 2012 - December 2012
JPMorgan Chase July 2004 - March 2007
Skills
Mortgage Lending, Mortgage Banking, VA loans, FHA, Loan Origination, Residential Mortgages, Refinance, Loans, FHA financing, Credit, Banking, Mortgage Underwriting, Sales, World Class Customer..., Contract Negotiation, Dispute Resolution, Real Estate Transactions, Real Estate Financing
Education
University of California, Santa Barbara 1999 — 2002
San Leandro High 1995 — 1999
Quicken Loans April 2007 - Present
Bank of America January 2013 - July 2013
Reinhart Realtors May 2012 - December 2012
JPMorgan Chase July 2004 - March 2007
Skills
Mortgage Lending, Mortgage Banking, VA loans, FHA, Loan Origination, Residential Mortgages, Refinance, Loans, FHA financing, Credit, Banking, Mortgage Underwriting, Sales, World Class Customer..., Contract Negotiation, Dispute Resolution, Real Estate Transactions, Real Estate Financing
Education
University of California, Santa Barbara 1999 — 2002
San Leandro High 1995 — 1999
Mason McKown, CFP®'s Bank of America Experience April 2009 - December 2010
Job Financial Advisor at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch January 2011 - Present
Bank of America April 2009 - December 2010
Alpine Meadows Ski Resort 2006 - 2007
Los Gatos Recreation, UCSB 1999 - 2005
Skills
Financial Planning, Investment Strategies, Insurance Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Asset Allocation, Retirement Planning, Estate Planning, Finance, Securities, Portfolio Management
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts, Philosophy with emphasis in Ethics
Bank of America Merrill Lynch January 2011 - Present
Bank of America April 2009 - December 2010
Alpine Meadows Ski Resort 2006 - 2007
Los Gatos Recreation, UCSB 1999 - 2005
Skills
Financial Planning, Investment Strategies, Insurance Planning, Wealth Management, Strategic Financial..., Investments, Financial Planners, Asset Allocation, Retirement Planning, Estate Planning, Finance, Securities, Portfolio Management
Education
University of California, Santa Barbara 2003 — 2006
Bachelor of Arts, Philosophy with emphasis in Ethics
Jamie Frueh Jamie Frueh's Bank of America Experience 2004 - 2005
Job Sr Manager, Contingent Workforce Solutions
Industry Human Resources
Experience
Randstad Sourceright US May 2008 - Present
Spherion October 2005 - May 2008
Bank of America 2004 - 2005
Bank of America June 1997 - January 2004
Skills
Applicant Tracking..., Onboarding, Employee Benefits, Recruiting, Vendor Management, Human Resources, Temporary Placement, Benefits Negotiation, Training, Interviews, PeopleSoft, Employee Relations, Sourcing, Deferred Compensation, Talent Acquisition, Payroll, Hiring, Employment Law, CRM, Management, Internet Recruiting, Cold Calling
Education
University of California, Santa Cruz 1996 — 2000
Bachelor of Arts, Physical Anthropology
Randstad Sourceright US May 2008 - Present
Spherion October 2005 - May 2008
Bank of America 2004 - 2005
Bank of America June 1997 - January 2004
Skills
Applicant Tracking..., Onboarding, Employee Benefits, Recruiting, Vendor Management, Human Resources, Temporary Placement, Benefits Negotiation, Training, Interviews, PeopleSoft, Employee Relations, Sourcing, Deferred Compensation, Talent Acquisition, Payroll, Hiring, Employment Law, CRM, Management, Internet Recruiting, Cold Calling
Education
University of California, Santa Cruz 1996 — 2000
Bachelor of Arts, Physical Anthropology
Paul O'Rear Paul O'Rear's Bank of America Experience February 1991 - January 2001
Job Managing Director, Shoreline Commercial Funding
Industry Financial Services
Experience
Shoreline Commercial Funding July 2011 - Present
Bridger Commercial Funding 2001 - 2011
Bank of America February 1991 - January 2001
Security Pacific National Bank 1978 - 1991
Skills
Commercial Mortgages
Education
University of California, Santa Barbara 1973 — 1978
Bachelors of Arts, Environmental Studies, Economics
Shoreline Commercial Funding July 2011 - Present
Bridger Commercial Funding 2001 - 2011
Bank of America February 1991 - January 2001
Security Pacific National Bank 1978 - 1991
Skills
Commercial Mortgages
Education
University of California, Santa Barbara 1973 — 1978
Bachelors of Arts, Environmental Studies, Economics
Alexis Bell's Bank of America Experience November 2005 - August 2006
Job Executive Director & Management Professional
Industry Executive Office
Experience
Black Bear Asia/Open3Wines January 2013 - Present
Regency Wine Group June 2008 - November 2011
Classic Wines of California October 2007 - June 2008
Glaceau August 2006 - October 2007
Bank of America November 2005 - August 2006
Skills
Marketing, Sales, Marketing Strategy, Strategy, Management, Sales Operations, Financial Analysis, Wine Labels, CRM, Event Planning, Event Management, Customer Service, Sales Presentations, Pricing, Retail, New Business Development, Training, Competitive Analysis, Business Strategy, Social Media Marketing, Team Building, Sales Management, Lead Generation, Portfolio Management, Management Consulting, Negotiation, Contract Negotiation, Merchandising, Start-ups, Entrepreneurship, Business Planning, Product Development, Business Development, Strategic Partnerships, Leadership, Strategic Planning, Account Management, Product Marketing, Brand Management, Online Publishing, Operations Management, Project Management, Marketing Management, Business Analysis, Project Implementation, Food
Education
University of California, Santa Cruz 2001 — 2005
BA History and Women's, Studies
Bauman College 2006 — 2007
Certification, Nutrition Educator Program
Black Bear Asia/Open3Wines January 2013 - Present
Regency Wine Group June 2008 - November 2011
Classic Wines of California October 2007 - June 2008
Glaceau August 2006 - October 2007
Bank of America November 2005 - August 2006
Skills
Marketing, Sales, Marketing Strategy, Strategy, Management, Sales Operations, Financial Analysis, Wine Labels, CRM, Event Planning, Event Management, Customer Service, Sales Presentations, Pricing, Retail, New Business Development, Training, Competitive Analysis, Business Strategy, Social Media Marketing, Team Building, Sales Management, Lead Generation, Portfolio Management, Management Consulting, Negotiation, Contract Negotiation, Merchandising, Start-ups, Entrepreneurship, Business Planning, Product Development, Business Development, Strategic Partnerships, Leadership, Strategic Planning, Account Management, Product Marketing, Brand Management, Online Publishing, Operations Management, Project Management, Marketing Management, Business Analysis, Project Implementation, Food
Education
University of California, Santa Cruz 2001 — 2005
BA History and Women's, Studies
Bauman College 2006 — 2007
Certification, Nutrition Educator Program
Rosalind Padilla Rosalind Padilla's Bank of America Experience January 1997 - December 1998
Job Senior Program Manager, Diversity & Inclusion
Industry Human Resources
Experience
Circulo de Vida Cancer Support & Resource Center 2011 - Present
Kaiser Permanente, National Diversity & Inclusion June 2011 - May 2015
Kaiser Permanente July 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) February 2008 - May 2009
The Golden 1 Credit Union February 2007 - February 2008
Bank of America January 1997 - December 1998
Bank of America February 1993 - July 1994
Wells Fargo June 1990 - December 1991
Wells Fargo Bank December 1981 - June 1988
Skills
Public Relations, Program Management, Cross-functional Team..., Integrated Marketing, Leadership, Marketing, Market Research, Event Planning, Corporate Communications, Strategic Planning, Budgets, Spanish, Management, Proposal Writing, Training, Strategic Partnerships, Strategy
Education
The National Hispanic University 1979 — 1988
MBA, Marketing & Management
University of California, Santa Barbara 1977 — 1981
BA, Spanish
Circulo de Vida Cancer Support & Resource Center 2011 - Present
Kaiser Permanente, National Diversity & Inclusion June 2011 - May 2015
Kaiser Permanente July 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) February 2008 - May 2009
The Golden 1 Credit Union February 2007 - February 2008
Bank of America January 1997 - December 1998
Bank of America February 1993 - July 1994
Wells Fargo June 1990 - December 1991
Wells Fargo Bank December 1981 - June 1988
Skills
Public Relations, Program Management, Cross-functional Team..., Integrated Marketing, Leadership, Marketing, Market Research, Event Planning, Corporate Communications, Strategic Planning, Budgets, Spanish, Management, Proposal Writing, Training, Strategic Partnerships, Strategy
Education
The National Hispanic University 1979 — 1988
MBA, Marketing & Management
University of California, Santa Barbara 1977 — 1981
BA, Spanish
Diana Legate Diana Legate's Bank of America Experience 1974 - 1977
Job Real Estate Broker at J Rockcliff Realtors
Industry Real Estate
Experience
J Rockcliff Realtors 2007 - Present
Coldwell Banker Residential Brokerage 1998 - 2007
UCB Allied Brokers 1996 - 1998
Mason McDuffie RE 1988 - 1996
Pacific Bell 1977 - 1987
Bank of America 1974 - 1977
Skills
time management, Excellent Communication..., Understanding Sellers, Home Improvement, Excellent Negotiator, Knowledgeable on..., Real Estate..., Excellent Wrting Skills, Understanding Buyers, Real Estate, Sellers, Investment Properties, Strategic Planning, Investments, Referrals, Marketing Strategy, Negotiation, Foreclosures, Professional..., Investors, Relocation, First Time Home Buyers, Buyers, REO, Single Family Homes, Time Management
Education
University of California, Santa Cruz 1970 — 1973
Bachelor of Science, Mathematics
J Rockcliff Realtors 2007 - Present
Coldwell Banker Residential Brokerage 1998 - 2007
UCB Allied Brokers 1996 - 1998
Mason McDuffie RE 1988 - 1996
Pacific Bell 1977 - 1987
Bank of America 1974 - 1977
Skills
time management, Excellent Communication..., Understanding Sellers, Home Improvement, Excellent Negotiator, Knowledgeable on..., Real Estate..., Excellent Wrting Skills, Understanding Buyers, Real Estate, Sellers, Investment Properties, Strategic Planning, Investments, Referrals, Marketing Strategy, Negotiation, Foreclosures, Professional..., Investors, Relocation, First Time Home Buyers, Buyers, REO, Single Family Homes, Time Management
Education
University of California, Santa Cruz 1970 — 1973
Bachelor of Science, Mathematics
Sabrina Bautista Sabrina Bautista's Bank of America Experience February 2009 - April 2013
Job Interim General Manager & Commercial Sales Manager at Protection 1 Security Solutions
Industry Security and Investigations
Experience
Protection 1 Security Solutions April 2013 - Present
Bank of America February 2009 - April 2013
ADT November 2000 - June 2009
Education
University of California, Santa Barbara
Bachelor's Degree
Protection 1 Security Solutions April 2013 - Present
Bank of America February 2009 - April 2013
ADT November 2000 - June 2009
Education
University of California, Santa Barbara
Bachelor's Degree
Taylor Ramljak Taylor Ramljak's Bank of America Experience July 2010 - May 2014
Job Mortgage Loan Officer NMLS#: 719296
Industry Banking
Experience
U.S. Bank June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - June 2015
Bank of America July 2010 - May 2014
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, Residential Mortgages, Lines Of Credit
Education
University of California, Santa Barbara 2005 — 2010
Bachelors, Business Economics
U.S. Bank June 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) May 2014 - June 2015
Bank of America July 2010 - May 2014
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, Refinance, Residential Mortgages, Lines Of Credit
Education
University of California, Santa Barbara 2005 — 2010
Bachelors, Business Economics
Thomas Duy Nguyen Thomas Duy Nguyen's Bank of America Experience October 2013 - March 2014
Job SQLServer Consultant
Industry Information Technology and Services
Experience
St. Jude Medical CEO / Programmer / Analyst / DBAToo Lazy For Traffic School.comDecember 2000 - Present
Clear Vision Information Systems (CVInfosys) March 2014 - October 2014
Bank of America October 2013 - March 2014
Ventura County Information Systems Department July 2000 - November 2000
Ladco Financial May 1999 - April 2000
Univeral Studios January 1998 - May 1999
Symantec December 1995 - July 1996
GTE June 1992 - December 1995
Skills
Online Marketing, Social Media Marketing, Start-ups, SEM, SEO, Online Advertising, Social Media, New Business Development, Web Design, Entrepreneurship, Strategic Partnerships, Email Marketing, Small Business, Brand Development, Website Development, Agile Methodologies, Project Management, Management, HTML, Databases, Microsoft SQL Server, Data Warehousing, Database Design, Leadership, Data Modeling, Analysis, Requirements Gathering, Database Administration, ETL, PL/SQL, SSIS, SSRS, SDLC, IIS, Software Development, SQL, Business Analysis
Education
University of California, Santa Barbara 1988 — 1993
University of California, Santa Barbara 1988 — 1993
Computer Science
St. Jude Medical CEO / Programmer / Analyst / DBAToo Lazy For Traffic School.comDecember 2000 - Present
Clear Vision Information Systems (CVInfosys) March 2014 - October 2014
Bank of America October 2013 - March 2014
Ventura County Information Systems Department July 2000 - November 2000
Ladco Financial May 1999 - April 2000
Univeral Studios January 1998 - May 1999
Symantec December 1995 - July 1996
GTE June 1992 - December 1995
Skills
Online Marketing, Social Media Marketing, Start-ups, SEM, SEO, Online Advertising, Social Media, New Business Development, Web Design, Entrepreneurship, Strategic Partnerships, Email Marketing, Small Business, Brand Development, Website Development, Agile Methodologies, Project Management, Management, HTML, Databases, Microsoft SQL Server, Data Warehousing, Database Design, Leadership, Data Modeling, Analysis, Requirements Gathering, Database Administration, ETL, PL/SQL, SSIS, SSRS, SDLC, IIS, Software Development, SQL, Business Analysis
Education
University of California, Santa Barbara 1988 — 1993
University of California, Santa Barbara 1988 — 1993
Computer Science
Laith Rabadi Laith Rabadi's Bank of America Experience November 2013 - January 2015
Job Stearns Lending LLC (NMLS #386045)
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) January 2015 - Present
Bank of America November 2013 - January 2015
GMAC Mortgage February 2012 - November 2013
MetLife Home Loans October 2011 - January 2012
L&S Realty & Financial Services October 2010 - October 2011
LRP Capital April 2007 - October 2010
First American Wholesale Lending July 2006 - March 2007
Skills
FHA, VA loans, First Time Home Buyers, Residential Mortgages, Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Loss Mitigation, Real Estate Financing, REO, Real Estate, Foreclosures, Short Sales, Certified Mortgage..., Investors, Referrals, Home Equity Loans, Mortgage Servicing, Condos, Selling, Property Management, Loan Servicing, Sellers, Credit, Government Loans, FHA financing, Investment Properties, Loans, Reverse Mortgages, USDA
Education
UC Santa Barbara 2000 — 2003
Bachelor's degree, Political Science and Government
Stearns Lending (NMLS #1854) January 2015 - Present
Bank of America November 2013 - January 2015
GMAC Mortgage February 2012 - November 2013
MetLife Home Loans October 2011 - January 2012
L&S Realty & Financial Services October 2010 - October 2011
LRP Capital April 2007 - October 2010
First American Wholesale Lending July 2006 - March 2007
Skills
FHA, VA loans, First Time Home Buyers, Residential Mortgages, Mortgage Banking, Refinance, Mortgage Lending, Loan Origination, Loss Mitigation, Real Estate Financing, REO, Real Estate, Foreclosures, Short Sales, Certified Mortgage..., Investors, Referrals, Home Equity Loans, Mortgage Servicing, Condos, Selling, Property Management, Loan Servicing, Sellers, Credit, Government Loans, FHA financing, Investment Properties, Loans, Reverse Mortgages, USDA
Education
UC Santa Barbara 2000 — 2003
Bachelor's degree, Political Science and Government
Thomas deRoque Thomas deRoque's Bank of America Experience January 1992 - January 1994
Job Owner at Paragon Analysis Corporation
Industry Banking
Experience
Paragon Analysis Corporation January 1994 - Present
Bank of America January 1992 - January 1994
Security Pacific Bank June 1989 - January 1992
Security Pacific Merchant Bank January 1986 - June 1988
Security Pacific Bank August 1984 - January 1986
Skills
Capital Markets, Investment Banking, Corporate Finance, Credit Risk, Banking, Mergers, Accounting, Budgets, Strategic Planning, Loans, Commercial Lending, Credit
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Finance
University of California, Santa Barbara 1977 — 1981
BA, Economics
Paragon Analysis Corporation January 1994 - Present
Bank of America January 1992 - January 1994
Security Pacific Bank June 1989 - January 1992
Security Pacific Merchant Bank January 1986 - June 1988
Security Pacific Bank August 1984 - January 1986
Skills
Capital Markets, Investment Banking, Corporate Finance, Credit Risk, Banking, Mergers, Accounting, Budgets, Strategic Planning, Loans, Commercial Lending, Credit
Education
University of Southern California - Marshall School of Business 1982 — 1984
MBA, Finance
University of California, Santa Barbara 1977 — 1981
BA, Economics
John Langford III, CPA John Langford III, CPA's Bank of America Experience August 2011 - August 2013
Job Finance Manager at CBRE
Industry Real Estate
Experience
CBRE April 2015 - Present
CBRE May 2014 - Present
Bank of America August 2011 - August 2013
Time Warner Cable June 2011 - August 2011
Time Warner Cable September 2010 - June 2011
Time Warner Cable May 2009 - September 2010
Deloitte September 2008 - April 2009
Deloitte September 2007 - September 2008
Skills
Leadership, Microsoft Office, Accounting, Finance, Financial Forecasting, Financial Reporting, Financial Analysis, Variance Analysis, Essbase, PeopleSoft, General Ledger, Forecasting, Microsoft Excel, Account Reconciliation, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Journal Entries, Corporate Finance, CPA, Budgets, Analysis, GAAP, Revenue Recognition, Sarbanes-Oxley, Tax, Financial Audits, Accruals, Financial Statements, Financial Modeling
Education
University of California, Santa Barbara 2004 — 2007
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
CBRE April 2015 - Present
CBRE May 2014 - Present
Bank of America August 2011 - August 2013
Time Warner Cable June 2011 - August 2011
Time Warner Cable September 2010 - June 2011
Time Warner Cable May 2009 - September 2010
Deloitte September 2008 - April 2009
Deloitte September 2007 - September 2008
Skills
Leadership, Microsoft Office, Accounting, Finance, Financial Forecasting, Financial Reporting, Financial Analysis, Variance Analysis, Essbase, PeopleSoft, General Ledger, Forecasting, Microsoft Excel, Account Reconciliation, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Journal Entries, Corporate Finance, CPA, Budgets, Analysis, GAAP, Revenue Recognition, Sarbanes-Oxley, Tax, Financial Audits, Accruals, Financial Statements, Financial Modeling
Education
University of California, Santa Barbara 2004 — 2007
Bachelor of Arts (B.A.), Business Economics with Accounting Emphasis
John Montes's Bank of America Experience December 2011 - Present
Job SVP, Area Executive at Bank of America
Industry Banking
Experience
Junior Achievement of Southern California January 2014 - Present
Bank of America December 2011 - Present
Bank of America March 2010 - December 2011
Skills
Team Leadership, Leadership Development, Strategic Planning, Business Strategy, Business Planning, Human Resources, Training, Marketing Strategy, Process Improvement, Change Management, Sales Management, Customer Service, Operations Management, Operational Excellence, Associate Development, Association Management, Volunteer Management, Diversity, Diversity & Inclusion, Diversity Training, Goal Oriented, Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Risk Assessment, Sales Process, Project Management, Distribution Strategies, Business Networking, Board Relations, Communication, Community Outreach, Community Development, Strategy, Writing, Grants, Banking, Loans, Management
Education
University of California, Santa Barbara 1998 — 2001
Business Economics, Accounting
Junior Achievement of Southern California January 2014 - Present
Bank of America December 2011 - Present
Bank of America March 2010 - December 2011
Skills
Team Leadership, Leadership Development, Strategic Planning, Business Strategy, Business Planning, Human Resources, Training, Marketing Strategy, Process Improvement, Change Management, Sales Management, Customer Service, Operations Management, Operational Excellence, Associate Development, Association Management, Volunteer Management, Diversity, Diversity & Inclusion, Diversity Training, Goal Oriented, Financial Analysis, Financial Reporting, Financial Modeling, Risk Management, Risk Assessment, Sales Process, Project Management, Distribution Strategies, Business Networking, Board Relations, Communication, Community Outreach, Community Development, Strategy, Writing, Grants, Banking, Loans, Management
Education
University of California, Santa Barbara 1998 — 2001
Business Economics, Accounting
Sargun Singh's Bank of America Experience September 2007 - March 2009
Job Mortgage Banker at loanDepot.com LLC
Industry Financial Services
Experience
loanDepot May 2014 - Present
JPMorgan Chase December 2012 - May 2014
JPMorgan Chase May 2011 - December 2012
Multiple Financial Services, Inc. October 2010 - May 2011
Bank of America September 2007 - March 2009
Skills
Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Personal Banking, Sales, Reporting & Analysis, Research, Escalations Management, Quality Assurance, Compliance, Business Process..., Financial Policies &..., Default, Loss Mitigation, Mortgage Banking, Banking, Loans, Mortgage Lending, Financial Services, Loan Servicing, Cross Selling, Securities, Relationship Management, Loan Origination, Customer Experience, Branch Banking, Retirement, Series 63, FHA, Retail Banking, Life Insurance, Customer Service, Mutual Funds
Education
University of California, Santa Barbara 2005 — 2009
Computer Science, Business
loanDepot May 2014 - Present
JPMorgan Chase December 2012 - May 2014
JPMorgan Chase May 2011 - December 2012
Multiple Financial Services, Inc. October 2010 - May 2011
Bank of America September 2007 - March 2009
Skills
Investment Advisory, Retirement Planning, Wealth Management, Strategic Financial..., Personal Banking, Sales, Reporting & Analysis, Research, Escalations Management, Quality Assurance, Compliance, Business Process..., Financial Policies &..., Default, Loss Mitigation, Mortgage Banking, Banking, Loans, Mortgage Lending, Financial Services, Loan Servicing, Cross Selling, Securities, Relationship Management, Loan Origination, Customer Experience, Branch Banking, Retirement, Series 63, FHA, Retail Banking, Life Insurance, Customer Service, Mutual Funds
Education
University of California, Santa Barbara 2005 — 2009
Computer Science, Business
Roxanne Doree Roxanne Doree's Bank of America Experience December 1991 - June 2009
Job SVP Mortgage Loan Officer at Bank of America Home Loans
Industry
Experience
Bank of America Home Loans June 2009 - Present
Bank of America December 1991 - June 2009
Education
University of California, Santa Barbara
BA
Bank of America Home Loans June 2009 - Present
Bank of America December 1991 - June 2009
Education
University of California, Santa Barbara
BA
Stephanie Kelsey Stephanie Kelsey's Bank of America Experience January 2013 - May 2015
Job Clinician
Industry Education Management
Experience
Lindamood-Bell Learning Processes June 2015 - Present
Bank of America January 2013 - May 2015
Bank of Marin June 2010 - December 2012
Citigroup July 2009 - June 2010
Bank of America January 2004 - August 2009
Skills
Marketing Strategy, Loans, Small Business Lending, Credit Analysis, Banking, Retail Banking, Credit, Commercial Lending, Finance, Mortgage Lending, Commercial Banking
Education
University of California, Santa Barbara 1997 — 2001
BA, Double Major: Psychology and Communications
Lindamood-Bell Learning Processes June 2015 - Present
Bank of America January 2013 - May 2015
Bank of Marin June 2010 - December 2012
Citigroup July 2009 - June 2010
Bank of America January 2004 - August 2009
Skills
Marketing Strategy, Loans, Small Business Lending, Credit Analysis, Banking, Retail Banking, Credit, Commercial Lending, Finance, Mortgage Lending, Commercial Banking
Education
University of California, Santa Barbara 1997 — 2001
BA, Double Major: Psychology and Communications
Tim Forest's Bank of America Experience February 2013 - Present
Job SVP, Business Initiatives and Escalations at Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Bank of America April 2012 - January 2013
Bank of America October 2010 - March 2012
Bank of America March 2009 - September 2010
Countrywide Bank September 2005 - February 2009
Bank of America May 2001 - August 2005
Bank of America September 1998 - May 2001
BP 1997 - 1998
BP 1996 - 1997
BP 1982 - 1996
Skills
Portfolio Management, Risk Management, Credit, Mortgage Lending, Banking, Leadership, Business Development, Management, Management Consulting, Financial Services, Strategic Planning, Customer Service, Finance, Analytics, Forecasting, Analysis, Strategy, Cross-functional Team..., Business Process, Financial Analysis, Mergers & Acquisitions, Executive Management, Project Management, Business Analysis, Business Planning
Education
University of Southern California 1994 — 1996
MBA, Finance/New Venture Mgmt, Magna Cum Laude
University of California, Santa Barbara 1978 — 1981
BS, Economics
Bank of America February 2013 - Present
Bank of America April 2012 - January 2013
Bank of America October 2010 - March 2012
Bank of America March 2009 - September 2010
Countrywide Bank September 2005 - February 2009
Bank of America May 2001 - August 2005
Bank of America September 1998 - May 2001
BP 1997 - 1998
BP 1996 - 1997
BP 1982 - 1996
Skills
Portfolio Management, Risk Management, Credit, Mortgage Lending, Banking, Leadership, Business Development, Management, Management Consulting, Financial Services, Strategic Planning, Customer Service, Finance, Analytics, Forecasting, Analysis, Strategy, Cross-functional Team..., Business Process, Financial Analysis, Mergers & Acquisitions, Executive Management, Project Management, Business Analysis, Business Planning
Education
University of Southern California 1994 — 1996
MBA, Finance/New Venture Mgmt, Magna Cum Laude
University of California, Santa Barbara 1978 — 1981
BS, Economics
Solange Torassa Solange Torassa's Bank of America Experience September 2015 - Present
Job Officer; Senior Small Business Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2015 - Present
Bank of America September 2014 - September 2015
Bank of America December 2011 - September 2014
Bank of America March 2010 - December 2011
CVS Caremark Corporation April 2010 - August 2010
GMPC September 2009 - July 2010
PVH May 2008 - February 2010
Kitchen Collection/ Le Gourmet Chef June 2007 - August 2008
Skills
Customer Service, Mortgage Lending, Retail Banking, Credit, Sales, Banking, Loans, Relationship Management, Mortgage Banking, Finance, Marketing, Team Building, Sales Management, Customer Retention, Customer Satisfaction, PowerPoint, Microsoft Office, Microsoft Word
Education
UCSB
Bachelor of Arts (B.A.), Psychology
Bank of America September 2015 - Present
Bank of America September 2014 - September 2015
Bank of America December 2011 - September 2014
Bank of America March 2010 - December 2011
CVS Caremark Corporation April 2010 - August 2010
GMPC September 2009 - July 2010
PVH May 2008 - February 2010
Kitchen Collection/ Le Gourmet Chef June 2007 - August 2008
Skills
Customer Service, Mortgage Lending, Retail Banking, Credit, Sales, Banking, Loans, Relationship Management, Mortgage Banking, Finance, Marketing, Team Building, Sales Management, Customer Retention, Customer Satisfaction, PowerPoint, Microsoft Office, Microsoft Word
Education
UCSB
Bachelor of Arts (B.A.), Psychology
Michele Scafani Michele Scafani's Bank of America Experience 1997 - 2000
Job
Industry Banking
Experience
PNC Business Credit July 2015 - Present
Union Bank 2010 - June 2015
Union Bank 2005 - 2010
GE Capital 2001 - 2005
eTranslate 2000 - 2001
Bank of America 1997 - 2000
Bank of America 1994 - 1997
Bank of America 1993 - 1994
Asset Based Lending Consultants 1991 - 1993
GE Capital 1990 - 1991
Education
University of California, Santa Barbara
Bachelor's degree, Business/Managerial Economics
PNC Business Credit July 2015 - Present
Union Bank 2010 - June 2015
Union Bank 2005 - 2010
GE Capital 2001 - 2005
eTranslate 2000 - 2001
Bank of America 1997 - 2000
Bank of America 1994 - 1997
Bank of America 1993 - 1994
Asset Based Lending Consultants 1991 - 1993
GE Capital 1990 - 1991
Education
University of California, Santa Barbara
Bachelor's degree, Business/Managerial Economics
Tony Roldan's Bank of America Experience October 1987 - August 1996
Job Vice President, Branch Manager, First National Bank of Northern California
Industry Banking
Experience
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
First National Bank of Northern California August 2014 - Present
JPMorgan Chase September 2011 - August 2014
Citi January 2003 - September 2011
First Republic Bank December 2002 - January 2004
Citi November 1999 - December 2002
Bank of the West November 1997 - October 1999
Wells Fargo August 1996 - November 1997
Bank of America October 1987 - August 1996
Skills
Banking, Loans, Credit, Retail Banking, Branch Banking, Consumer Lending, Management, Mortgage Lending, Leadership, Commercial Banking, Small Business Lending, Customer Service, Sales, Credit Analysis, Financial Services, Commercial Lending, Relationship Management, Credit Cards, Cross Selling, Branch Management, Deposits, Loan Origination, Lines Of Credit, Credit Risk, Portfolio Management, Financial Analysis, Investments, Risk Management, Mortgage Banking, Finance, Business Development, Cash Management, Refinance, Private Banking, Coaching, Residential Mortgages, Sales Management, Team Building, Home Equity Loans, Financial Institutions
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Economics
Ventura College
Associate of Arts (A.A.), General Studies
Jessica Li, MBA Jessica Li, MBA's Bank of America Experience July 2009 - May 2015
Job Lending Services Compliance Support at First Republic Bank
Industry Financial Services
Experience
First Republic Bank May 2015 - Present
Bank of America July 2009 - May 2015
Skills
Mandarin, Cantonese, Banking, Customer Service, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Team Building, Outlook, Coaching, Teamwork, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Risk Management, Credit, Auditing, Finance, Data Analysis, QuickBooks
Education
Golden Gate University 2011 — 2013
Master of Business Administration (MBA), Finance and Human Resource Management
Meiji Gakuin University 2008 — 2008
Global Studies Program in Japan
University of California, Santa Cruz 2005 — 2008
Bachelor of Art, Business Managerial Economics with Accounting Emphasis
First Republic Bank May 2015 - Present
Bank of America July 2009 - May 2015
Skills
Mandarin, Cantonese, Banking, Customer Service, PowerPoint, Microsoft Office, Sales, Microsoft Excel, Team Building, Outlook, Coaching, Teamwork, Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Risk Management, Credit, Auditing, Finance, Data Analysis, QuickBooks
Education
Golden Gate University 2011 — 2013
Master of Business Administration (MBA), Finance and Human Resource Management
Meiji Gakuin University 2008 — 2008
Global Studies Program in Japan
University of California, Santa Cruz 2005 — 2008
Bachelor of Art, Business Managerial Economics with Accounting Emphasis
Joseph Moser's Bank of America Experience June 2015 - Present
Job Relationship Banker at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Bank of America September 2014 - Present
Woodstock's Pizza June 2013 - June 2014
Universal Studios Hollywood 2006 - 2011
Skills
Data Analysis, Business Writing, Interpersonal..., Critical Thinking, Online Research, Collaborative Problem..., Filing, Statistics, Report Writing, Highly detail oriented, Technical Writing, Phone Etiquette, Proposal Writing, Quantitative Research, Always Punctual, Clerical Skills, Goal Oriented, Social Networking, Conflict Management, Quantitative Analytics, Cashiering, Analytical Skills, Telephone Skills, Time Management, People-oriented, Editing, Data Entry, Team-oriented, Economics, Creative Writing, Creative Problem Solving, Access, SPSS, Teamwork, Organization &..., Self-driven, Close Attention to..., Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics
Bank of America June 2015 - Present
Bank of America September 2014 - Present
Woodstock's Pizza June 2013 - June 2014
Universal Studios Hollywood 2006 - 2011
Skills
Data Analysis, Business Writing, Interpersonal..., Critical Thinking, Online Research, Collaborative Problem..., Filing, Statistics, Report Writing, Highly detail oriented, Technical Writing, Phone Etiquette, Proposal Writing, Quantitative Research, Always Punctual, Clerical Skills, Goal Oriented, Social Networking, Conflict Management, Quantitative Analytics, Cashiering, Analytical Skills, Telephone Skills, Time Management, People-oriented, Editing, Data Entry, Team-oriented, Economics, Creative Writing, Creative Problem Solving, Access, SPSS, Teamwork, Organization &..., Self-driven, Close Attention to..., Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel
Education
UCSB 2011 — 2013
Bachelor of Arts (B.A.), Economics
Todd Kobayashi Todd Kobayashi's Bank of America Experience April 2007 - September 2012
Job Branch Manager/Realtor at Realty Moves
Industry Real Estate
Experience
Realty Moves January 2011 - Present
Bank of America April 2007 - September 2012
Skills
Real Estate, Investment Properties, Mortgage Banking, Short Sales, Property Management, REO, Mortgage Underwriting, Mortgage Lending, Multiple Listing Service, Listing Services, Assisting First Time..., Buyer Representation, Residential Mortgages, Real Estate License, NMLS Licensed, California Association..., National Association of..., Southbay Association of..., First Time Home Buyers, FHA, Foreclosures, Loans, Loan Origination
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Environmental Studies
Realty Moves January 2011 - Present
Bank of America April 2007 - September 2012
Skills
Real Estate, Investment Properties, Mortgage Banking, Short Sales, Property Management, REO, Mortgage Underwriting, Mortgage Lending, Multiple Listing Service, Listing Services, Assisting First Time..., Buyer Representation, Residential Mortgages, Real Estate License, NMLS Licensed, California Association..., National Association of..., Southbay Association of..., First Time Home Buyers, FHA, Foreclosures, Loans, Loan Origination
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Environmental Studies
Nicole Magrino Nicole Magrino's Bank of America Experience June 2014 - Present
Job Operations Manager Associate at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
UC Santa Barbara January 2013 - June 2014
Nelligan Sports Marketing June 2012 - February 2014
UC Santa Barbara November 2011 - January 2013
Chateau Belle: The Beauty Gallery October 2011 - June 2012
Skills
Facebook, PowerPoint, Microsoft Office, Event Planning, Social Media, Social Networking, Cold Calling, Marketing, Teaching, Social Media Marketing, Advertising, Blogging, Nonprofits, Public Relations, Public Speaking, Microsoft Word
Education
UCSB 2010 — 2014
Bachelor of Arts (BA), Communication and Sociology
Bank of America June 2014 - Present
UC Santa Barbara January 2013 - June 2014
Nelligan Sports Marketing June 2012 - February 2014
UC Santa Barbara November 2011 - January 2013
Chateau Belle: The Beauty Gallery October 2011 - June 2012
Skills
Facebook, PowerPoint, Microsoft Office, Event Planning, Social Media, Social Networking, Cold Calling, Marketing, Teaching, Social Media Marketing, Advertising, Blogging, Nonprofits, Public Relations, Public Speaking, Microsoft Word
Education
UCSB 2010 — 2014
Bachelor of Arts (BA), Communication and Sociology
Michael Izakov's Bank of America Experience May 2010 - August 2011
Job Business Sales Consultant
Industry Banking
Experience
Wells Fargo Vice President, Banking Center ManagerBank of AmericaAugust 2011 - October 2014
Bank of America May 2010 - August 2011
Bank of America June 2009 - May 2010
Bank of America July 2008 - July 2009
Skills
Branch Management, Deposits, Mortgage Lending, Small Business Lending, Lines Of Credit, Loan Origination, Retail Banking, Cross Selling, Relationship Management, Consumer Lending, Sales Management, Operational Risk, Banking Relationships, Customer Experience, Treasury Services, Internet Banking, Loans, Banking, Fraud Investigations, Credit, Sales
Education
University of California, Santa Barbara 2005 — 2009
B.S., Financial Mathematics and Statistics
California High School
Wells Fargo Vice President, Banking Center ManagerBank of AmericaAugust 2011 - October 2014
Bank of America May 2010 - August 2011
Bank of America June 2009 - May 2010
Bank of America July 2008 - July 2009
Skills
Branch Management, Deposits, Mortgage Lending, Small Business Lending, Lines Of Credit, Loan Origination, Retail Banking, Cross Selling, Relationship Management, Consumer Lending, Sales Management, Operational Risk, Banking Relationships, Customer Experience, Treasury Services, Internet Banking, Loans, Banking, Fraud Investigations, Credit, Sales
Education
University of California, Santa Barbara 2005 — 2009
B.S., Financial Mathematics and Statistics
California High School
Jaclyn Madrid Jaclyn Madrid's Bank of America Experience 2010 - 2012
Job Client Service Associate at Summit Wealth Management Group, Inc.
Industry Banking
Experience
Summit Wealth Management Group, Inc. September 2014 - Present
U.S. Bank February 2013 - September 2014
First Republic Bank January 2012 - November 2012
Bank of America 2010 - 2012
Bank of America May 2010 - August 2010
Banana Republic September 2009 - May 2010
Skills
Cross Selling, Retail Banking, Commercial Banking, Credit, Banking, Consumer Lending, Mortgage Lending, Credit Cards, Loans, Deposits, Relationship Management, Customer Experience, Communication, Community Outreach, Problem Solving, Microsoft Office, Small Business, Leadership
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (BA), History of Art and Architecture
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, History of Art and Architecture
Summit Wealth Management Group, Inc. September 2014 - Present
U.S. Bank February 2013 - September 2014
First Republic Bank January 2012 - November 2012
Bank of America 2010 - 2012
Bank of America May 2010 - August 2010
Banana Republic September 2009 - May 2010
Skills
Cross Selling, Retail Banking, Commercial Banking, Credit, Banking, Consumer Lending, Mortgage Lending, Credit Cards, Loans, Deposits, Relationship Management, Customer Experience, Communication, Community Outreach, Problem Solving, Microsoft Office, Small Business, Leadership
Education
University of California, Santa Barbara 2005 — 2009
Bachelor of Arts (BA), History of Art and Architecture
University of California, Santa Barbara 2005 — 2009
Bachelor's degree, History of Art and Architecture
Cassie Houchin's Bank of America Experience July 2010 - October 2011
Job Managing Editor at Marketing Designs
Industry Writing and Editing
Experience
The Pink Puck September 2014 - Present
Marketing Designs April 2014 - Present
Bleacher Report January 2014 - May 2014
Zest Books October 2013 - January 2014
Expeditors International October 2011 - October 2013
Bank of America July 2010 - October 2011
Seattle's Best Coffee June 2009 - April 2010
Coastside Photography January 2009 - April 2010
Borders July 2006 - April 2008
Skills
Social Media, Customer Service, Time Management, Facebook, Photoshop, Research, Customer Satisfaction, Social Media Marketing, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Data Entry, Inventory Management, Retail, Digital Photography, Videography, Sales, Photography, Social Networking, Marketing, Logistics, Editing, Proofreading, Ebooks, Chicago Manual of Style, WordPress, Editorial, Blogging, Daylite, Mail Merge, Book Reviews, foreign trade show, Twitter, Pinterest
Education
University of California, Santa Cruz 2003 — 2008
Bachelor of Arts Degree, Philosophy
Half Moon Bay High School
The Pink Puck September 2014 - Present
Marketing Designs April 2014 - Present
Bleacher Report January 2014 - May 2014
Zest Books October 2013 - January 2014
Expeditors International October 2011 - October 2013
Bank of America July 2010 - October 2011
Seattle's Best Coffee June 2009 - April 2010
Coastside Photography January 2009 - April 2010
Borders July 2006 - April 2008
Skills
Social Media, Customer Service, Time Management, Facebook, Photoshop, Research, Customer Satisfaction, Social Media Marketing, Microsoft Office, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Data Entry, Inventory Management, Retail, Digital Photography, Videography, Sales, Photography, Social Networking, Marketing, Logistics, Editing, Proofreading, Ebooks, Chicago Manual of Style, WordPress, Editorial, Blogging, Daylite, Mail Merge, Book Reviews, foreign trade show, Twitter, Pinterest
Education
University of California, Santa Cruz 2003 — 2008
Bachelor of Arts Degree, Philosophy
Half Moon Bay High School
Ricardo Love Ricardo Love's Bank of America Experience August 2012 - August 2013
Job at
Industry Construction
Experience
Triangle Construction August 2013 - Present
Bank of America August 2012 - August 2013
TOSHIBA AMERICA May 2011 - July 2012
GE Capital March 2008 - May 2011
Fieldstone Mortgage Company May 2007 - February 2008
National City Bank June 2002 - May 2007
Xerox Federal Credit Union aka XCEED March 1994 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Sales, Inside Sales, Account Executives, Debt Collection, Business Analysis, Outside Sales, Financial Audits, Management
Education
University of California, Santa Barbara
Verbum Dei High School
Triangle Construction August 2013 - Present
Bank of America August 2012 - August 2013
TOSHIBA AMERICA May 2011 - July 2012
GE Capital March 2008 - May 2011
Fieldstone Mortgage Company May 2007 - February 2008
National City Bank June 2002 - May 2007
Xerox Federal Credit Union aka XCEED March 1994 - April 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Sales, Inside Sales, Account Executives, Debt Collection, Business Analysis, Outside Sales, Financial Audits, Management
Education
University of California, Santa Barbara
Verbum Dei High School
Harrison Vuong's Bank of America Experience January 2012 - August 2012
Job Software Development Engineer in Test at Akamai Technologies
Industry Computer Software
Experience
Akamai Technologies February 2013 - Present
Enactivity April 2010 - March 2013
Electronic Arts August 2012 - January 2013
Bank of America January 2012 - August 2012
Apple January 2011 - December 2011
Services for Transfer and Re-entry, UC Santa Cruz May 2009 - December 2011
Department of Psychology, UC Santa Cruz March 2008 - June 2008
Washingtom Mutal Bank June 2005 - October 2007
Skills
PostgreSQL, MySQL, PHP, JavaScript, Java, C, C#, HTML, CSS, Perl, Python, Adobe Creative Suite, Eclipse, Windows, Mac OS X, Linux, Unix, Video Games, JIRA, Software Development, Databases, Git, Perforce, Testing, Subversion
Education
University of California, Santa Cruz
Bachelor of Science, Computer Science
Raoul Wallenberg Traditional High
Akamai Technologies February 2013 - Present
Enactivity April 2010 - March 2013
Electronic Arts August 2012 - January 2013
Bank of America January 2012 - August 2012
Apple January 2011 - December 2011
Services for Transfer and Re-entry, UC Santa Cruz May 2009 - December 2011
Department of Psychology, UC Santa Cruz March 2008 - June 2008
Washingtom Mutal Bank June 2005 - October 2007
Skills
PostgreSQL, MySQL, PHP, JavaScript, Java, C, C#, HTML, CSS, Perl, Python, Adobe Creative Suite, Eclipse, Windows, Mac OS X, Linux, Unix, Video Games, JIRA, Software Development, Databases, Git, Perforce, Testing, Subversion
Education
University of California, Santa Cruz
Bachelor of Science, Computer Science
Raoul Wallenberg Traditional High
Richard Soto, CIA Richard Soto, CIA's Bank of America Experience September 2011 - March 2013
Job Risk Manager, ERM and Compliance at PennyMac
Industry Financial Services
Experience
PennyMac May 2013 - November 2013
Bank of America September 2011 - March 2013
Bank of America September 2009 - August 2011
Countrywide Financial Corporation July 2006 - June 2009
Countrywide Financial Corporation January 2003 - June 2006
Countrywide Financial Corporation June 1997 - January 2003
Security Pacific Corporation/Paracelsus Healthcare Corp/Cedars Sinai Medical Center April 1986 - May 1997
Skills
Operational Risk, Internal Audit..., Financial Accounting, Regulatory Relations, Change Management, Project Management, Vendor Management, Healthcare Operations, Mortgage Banking, Business Process..., Financial Services, Quality Control, Microsoft Excel,..., Banking, Risk Management, Business Process, Process Improvement, Financial Risk, Regulations, Healthcare, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk..., Auditing, Risk Assessment, Loans, Finance, Analysis, Program Management, Portfolio Management, Internal Controls, Financial Analysis, Quality Assurance, Governance, Management, Cash Management, Due Diligence, Underwriting, Executive Management, Fraud, Credit, Credit Risk, Mortgage Servicing, Corporate Finance, Accounting, Credit Analysis, Commercial Lending, AML, Sarbanes-Oxley
Education
University of California, Santa Barbara 1976 — 1981
Bachelor of Arts (B.A.), Business Economics (Accounting emphasis)
Institute of Internal Auditors
Certified Internal Auditor, Internal Auditing
PennyMac May 2013 - November 2013
Bank of America September 2011 - March 2013
Bank of America September 2009 - August 2011
Countrywide Financial Corporation July 2006 - June 2009
Countrywide Financial Corporation January 2003 - June 2006
Countrywide Financial Corporation June 1997 - January 2003
Security Pacific Corporation/Paracelsus Healthcare Corp/Cedars Sinai Medical Center April 1986 - May 1997
Skills
Operational Risk, Internal Audit..., Financial Accounting, Regulatory Relations, Change Management, Project Management, Vendor Management, Healthcare Operations, Mortgage Banking, Business Process..., Financial Services, Quality Control, Microsoft Excel,..., Banking, Risk Management, Business Process, Process Improvement, Financial Risk, Regulations, Healthcare, Internal Audit, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk..., Auditing, Risk Assessment, Loans, Finance, Analysis, Program Management, Portfolio Management, Internal Controls, Financial Analysis, Quality Assurance, Governance, Management, Cash Management, Due Diligence, Underwriting, Executive Management, Fraud, Credit, Credit Risk, Mortgage Servicing, Corporate Finance, Accounting, Credit Analysis, Commercial Lending, AML, Sarbanes-Oxley
Education
University of California, Santa Barbara 1976 — 1981
Bachelor of Arts (B.A.), Business Economics (Accounting emphasis)
Institute of Internal Auditors
Certified Internal Auditor, Internal Auditing
Krystle Rossi Krystle Rossi's Bank of America Experience 2009 - 2010
Job Executive Assistant
Industry Real Estate
Experience
The CRE Group February 2015 - Present
Kandyland, LLC 2013 - January 2015
California Door Corporation 2012 - 2014
Aesthetic & Reconstructive Plastic Surgery 2011 - 2012
Bank of America 2009 - 2010
Skills
Customer Service, Retail, Confectionery, Sugar, Candy, Fashion, Food, Purchasing, Birthdays, Trade Shows, Event Management, Entrepreneurship, Event Planning, Hospitality, Catering, Holidays
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts (B.A.), Law and Society
Saint Francis High School 2000 — 2004
The CRE Group February 2015 - Present
Kandyland, LLC 2013 - January 2015
California Door Corporation 2012 - 2014
Aesthetic & Reconstructive Plastic Surgery 2011 - 2012
Bank of America 2009 - 2010
Skills
Customer Service, Retail, Confectionery, Sugar, Candy, Fashion, Food, Purchasing, Birthdays, Trade Shows, Event Management, Entrepreneurship, Event Planning, Hospitality, Catering, Holidays
Education
University of California, Santa Barbara 2004 — 2008
Bachelor of Arts (B.A.), Law and Society
Saint Francis High School 2000 — 2004
Stanley Pang Stanley Pang's Bank of America Experience November 2014 - Present
Job Quantitative Finance Analyst at Bank of America
Industry Financial Services
Experience
Bank of America November 2014 - Present
Delta Dental June 2013 - September 2014
Alvarez & Marsal April 2013 - May 2013
Fremont Bank June 2012 - October 2012
Abacus Financial November 2010 - October 2011
LIA Administrators & Insurance Services October 2008 - June 2010
Skills
SAS, R, Excel, PowerPoint, Time Series Analysis, SQL, Data Analysis, Statistics, Linear Regression, Data Mining, Statistical Modeling, VBA, Access, SAS programming, Databases, Analysis, Microsoft Office, Customer Service, SAS Programming, Microsoft Excel
Education
CSU East Bay 2011 — 2013
MS, Statistics
University of California, Santa Barbara 2004 — 2008
BS, Statistics
Bank of America November 2014 - Present
Delta Dental June 2013 - September 2014
Alvarez & Marsal April 2013 - May 2013
Fremont Bank June 2012 - October 2012
Abacus Financial November 2010 - October 2011
LIA Administrators & Insurance Services October 2008 - June 2010
Skills
SAS, R, Excel, PowerPoint, Time Series Analysis, SQL, Data Analysis, Statistics, Linear Regression, Data Mining, Statistical Modeling, VBA, Access, SAS programming, Databases, Analysis, Microsoft Office, Customer Service, SAS Programming, Microsoft Excel
Education
CSU East Bay 2011 — 2013
MS, Statistics
University of California, Santa Barbara 2004 — 2008
BS, Statistics
H. River Brown's Bank of America Experience June 2005 - June 2008
Job New Business, Northeast Region at Websense
Industry Internet
Experience
Websense April 2011 - Present
Ashford University July 2008 - February 2011
Bank of America June 2005 - June 2008
Morgan Stanley 2000 - 2005
Skills
New Business Development, Business Development, Marketing, Sales Process, Salesforce.com, Sales, Sales Management, Start-ups, Account Management, Solution Selling, Marketing Strategy, Direct Sales, Strategic Partnerships, Lead Generation, Contract Negotiation, Strategy, Selling, SaaS, Entrepreneurship, CRM, Cold Calling, Sales Presentations, Leadership
Education
Ashford University 2009 — 2012
MBA, Marketing
University of California, Santa Barbara 1990 — 1994
Redwood High School 1985 — 1989
Diploma, General
Websense April 2011 - Present
Ashford University July 2008 - February 2011
Bank of America June 2005 - June 2008
Morgan Stanley 2000 - 2005
Skills
New Business Development, Business Development, Marketing, Sales Process, Salesforce.com, Sales, Sales Management, Start-ups, Account Management, Solution Selling, Marketing Strategy, Direct Sales, Strategic Partnerships, Lead Generation, Contract Negotiation, Strategy, Selling, SaaS, Entrepreneurship, CRM, Cold Calling, Sales Presentations, Leadership
Education
Ashford University 2009 — 2012
MBA, Marketing
University of California, Santa Barbara 1990 — 1994
Redwood High School 1985 — 1989
Diploma, General
Orit Gadish Orit Gadish's Bank of America Experience 2010 - Present
Job President, Los Angeles REO Brokers
Industry Real Estate
Experience
FDIC 2011 - Present
Bank of America 2010 - Present
JPMorgan Chase 2009 - Present
Citi 2008 - Present
OneWest Bank 2007 - Present
Los Angeles REO Brokers March 2006 - Present
Wells Fargo 2006 - Present
Countrywide Financial 2000 - 2005
Capita Technologies November 1998 - January 2001
Hitech 1996 - 1997
Skills
Real Estate, REO, Property, Selling, Luxury
Education
University of California, Santa Barbara
FDIC 2011 - Present
Bank of America 2010 - Present
JPMorgan Chase 2009 - Present
Citi 2008 - Present
OneWest Bank 2007 - Present
Los Angeles REO Brokers March 2006 - Present
Wells Fargo 2006 - Present
Countrywide Financial 2000 - 2005
Capita Technologies November 1998 - January 2001
Hitech 1996 - 1997
Skills
Real Estate, REO, Property, Selling, Luxury
Education
University of California, Santa Barbara
Rick Lieber Rick Lieber's Bank of America Experience 1990 - 1998
Job Chief Compliance Officer at OneWest Bank
Industry Financial Services
Experience
OneWest Bank October 2013 - Present
OneWest Bank March 2009 - Present
Indymac Bank April 1998 - March 2009
Bank of America 1990 - 1998
Dean Beck Real Estate Development October 1985 - September 1988
PriceWaterhouseCoopers September 1983 - September 1985
Skills
Credit Risk, Loans, Credit, Banking, Mortgage Lending, Loan Origination, Credit Analysis, Ratings, Mortgage Banking, Loss Mitigation, Commercial Lending, Finance, Loan Servicing, Financial Risk, Commercial Mortgages, Portfolio Management, Mortgage Servicing, Consumer Lending, Underwriting, Real Estate, Residential Mortgages, Stand-up Comedy, Executive Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
University of California, Santa Barbara 1979 — 1983
BA, Economics
OneWest Bank October 2013 - Present
OneWest Bank March 2009 - Present
Indymac Bank April 1998 - March 2009
Bank of America 1990 - 1998
Dean Beck Real Estate Development October 1985 - September 1988
PriceWaterhouseCoopers September 1983 - September 1985
Skills
Credit Risk, Loans, Credit, Banking, Mortgage Lending, Loan Origination, Credit Analysis, Ratings, Mortgage Banking, Loss Mitigation, Commercial Lending, Finance, Loan Servicing, Financial Risk, Commercial Mortgages, Portfolio Management, Mortgage Servicing, Consumer Lending, Underwriting, Real Estate, Residential Mortgages, Stand-up Comedy, Executive Management
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance
University of California, Santa Barbara 1979 — 1983
BA, Economics
Scott Reifinger Scott Reifinger's Bank of America Experience September 2007 - October 2009
Job Sales Representative
Industry Consumer Goods
Experience
Tom Duffy Co. September 2015 - Present
Ark Floors Inc November 2009 - August 2015
Bank of America September 2007 - October 2009
The Harbor Restaurant February 2004 - July 2007
Skills
Customer Service, Account Management, Customer Retention, Microsoft Excel, Finance, PowerPoint, Event Planning, Microsoft Office, Budgets, Time Management, Marketing Strategy, Social Networking, Team Leadership, Financial Analysis, Social Media, Marketing, Sales, Leadership, Flooring
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Business Economics with Emphasis in Accounting
rancho bernardo high school 1999 — 2003
Tom Duffy Co. September 2015 - Present
Ark Floors Inc November 2009 - August 2015
Bank of America September 2007 - October 2009
The Harbor Restaurant February 2004 - July 2007
Skills
Customer Service, Account Management, Customer Retention, Microsoft Excel, Finance, PowerPoint, Event Planning, Microsoft Office, Budgets, Time Management, Marketing Strategy, Social Networking, Team Leadership, Financial Analysis, Social Media, Marketing, Sales, Leadership, Flooring
Education
University of California, Santa Barbara 2003 — 2007
Bachelor of Arts, Business Economics with Emphasis in Accounting
rancho bernardo high school 1999 — 2003
Janis Eiler Janis Eiler's Bank of America Experience January 1975 - February 1996
Job Independent Security and Investigations Professional
Industry Security and Investigations
Experience
Fuller Theological Seminary Supervisory InvestigatorLos Angeles Unified School DistrictNovember 1997 - June 2011
Office of the Inspector General, Los Angeles Unified School Diistrict 1997 - 2011
Bank of America January 1975 - February 1996
Skills
Private Investigations, Fraud, Non-profits, Customer Service, Leadership, Nonprofits, Public Speaking, Community Outreach, Investigation, Government, Leadership Development, Budgets, Teaching, Volunteer Management, Policy, Organizational..., Microsoft Office
Education
University of Wisconsin-Madison 1987 — 1989
BAI Certificate, Accounting, Audit
University of California, Santa Barbara 1968 — 1971
B.A., English
Fuller Theological Seminary
Intercultural/Multicultural and Diversity Studies
Fuller Theological Seminary Supervisory InvestigatorLos Angeles Unified School DistrictNovember 1997 - June 2011
Office of the Inspector General, Los Angeles Unified School Diistrict 1997 - 2011
Bank of America January 1975 - February 1996
Skills
Private Investigations, Fraud, Non-profits, Customer Service, Leadership, Nonprofits, Public Speaking, Community Outreach, Investigation, Government, Leadership Development, Budgets, Teaching, Volunteer Management, Policy, Organizational..., Microsoft Office
Education
University of Wisconsin-Madison 1987 — 1989
BAI Certificate, Accounting, Audit
University of California, Santa Barbara 1968 — 1971
B.A., English
Fuller Theological Seminary
Intercultural/Multicultural and Diversity Studies
Gregory E. Wolfe Gregory E. Wolfe's Bank of America Experience May 2012 - October 2012
Job Business Change Manager at SoCal Gas via Osceola Consulting
Industry Information Services
Experience
Sempra/SoCal Gas via consultancy July 2014 - June 2015
HealthNet July 2013 - April 2014
St Joseph Health System via consultancy October 2012 - May 2013
Bank of America May 2012 - October 2012
SoCal Edison April 2011 - December 2011
Amgen May 2010 - August 2010
Southern California Edison July 2009 - December 2009
Chevron via Sysdocgroup February 2009 - May 2009
Kaiser Permanente May 2008 - December 2008
International Profit Associates & GSM January 2008 - May 2008
Skills
Business Analysis, Visio, SDLC, Requirements Analysis, Business Process, Business Requirements
Education
University of California, Santa Cruz 1985 — 1989
BA, Psychology of Language & Computer Science
Sempra/SoCal Gas via consultancy July 2014 - June 2015
HealthNet July 2013 - April 2014
St Joseph Health System via consultancy October 2012 - May 2013
Bank of America May 2012 - October 2012
SoCal Edison April 2011 - December 2011
Amgen May 2010 - August 2010
Southern California Edison July 2009 - December 2009
Chevron via Sysdocgroup February 2009 - May 2009
Kaiser Permanente May 2008 - December 2008
International Profit Associates & GSM January 2008 - May 2008
Skills
Business Analysis, Visio, SDLC, Requirements Analysis, Business Process, Business Requirements
Education
University of California, Santa Cruz 1985 — 1989
BA, Psychology of Language & Computer Science
John Dendy John Dendy's Bank of America Experience December 2010 - Present
Job Business Analyst at Bank of America
Industry Banking
Experience
Bank of America December 2010 - Present
Farmers Insurance December 2007 - September 2010
Countrywide Home Loans 2002 - 2005
Skills
Mortgage Lending, Banking, Financial Services, Business Analytics, Compliance
Education
University of California, Santa Barbara 2000 — 2002
B.A., Arts
Bank of America December 2010 - Present
Farmers Insurance December 2007 - September 2010
Countrywide Home Loans 2002 - 2005
Skills
Mortgage Lending, Banking, Financial Services, Business Analytics, Compliance
Education
University of California, Santa Barbara 2000 — 2002
B.A., Arts
Vidal Morales Vidal Morales's Bank of America Experience April 2010 - Present
Job Home Retention Specialist at Bank of America
Industry Banking
Experience
Bank of America April 2010 - Present
United Rentals August 2008 - July 2009
Red Bull February 2007 - June 2008
Red Bull September 2004 - December 2006
Skills
Sales, Customer Service, Cold Calling, PowerPoint, Management, New Business Development, Sales Operations, Microsoft Excel
Education
University of California, Santa Barbara 1999 — 2005
BA, Sociology
Bank of America April 2010 - Present
United Rentals August 2008 - July 2009
Red Bull February 2007 - June 2008
Red Bull September 2004 - December 2006
Skills
Sales, Customer Service, Cold Calling, PowerPoint, Management, New Business Development, Sales Operations, Microsoft Excel
Education
University of California, Santa Barbara 1999 — 2005
BA, Sociology
Law Offices of Michael Labrum, Esq. Law Offices of Michael Labrum, Esq.'s Bank of America Experience July 2009 - July 2013
Job Law Offices of Michael Labrum (General Civil Litigation)
Industry Law Practice
Experience
Law Offices of Michael Labrum October 2012 - Present
Bank of America July 2009 - July 2013
Law Offices of Christopher Rolin August 2007 - July 2009
Law Offices of Angela Curtis 2008 - 2008
AmeriCorps Alums August 2003 - March 2005
Education
Ventura College of Law 2004 — 2008
Juris Doctor, Law
University of California, Santa Barbara 1997 — 2001
Law Offices of Michael Labrum October 2012 - Present
Bank of America July 2009 - July 2013
Law Offices of Christopher Rolin August 2007 - July 2009
Law Offices of Angela Curtis 2008 - 2008
AmeriCorps Alums August 2003 - March 2005
Education
Ventura College of Law 2004 — 2008
Juris Doctor, Law
University of California, Santa Barbara 1997 — 2001
Steve Bookbinder Steve Bookbinder's Bank of America Experience January 2006 - April 2014
Job VP | Compliance Officer at MUFG Union Bank, N.A.
Industry Banking
Experience
Union Bank April 2014 - Present
Bank of America January 2006 - April 2014
Countrywide Home Loans January 2003 - January 2006
Education
University of California, Santa Barbara
Bachelor's degree
Union Bank April 2014 - Present
Bank of America January 2006 - April 2014
Countrywide Home Loans January 2003 - January 2006
Education
University of California, Santa Barbara
Bachelor's degree
Philip Armstrong's Bank of America Experience July 2007 - Present
Job SVP Marketing, Executive Retail Marketing Bank of America
Industry Marketing and Advertising
Experience
Bank of America July 2007 - Present
eHarmony 2006 - 2007
Ditech.com January 2001 - March 2006
GMAC/Ditech.com 2001 - 2006
Disney Interactive Studios 1996 - 1998
Dancer Fitzgerald Sample 1980 - 1984
Education
University of Oregon 1978 — 1979
Masters, Journalism
University of California, Santa Barbara
Bank of America July 2007 - Present
eHarmony 2006 - 2007
Ditech.com January 2001 - March 2006
GMAC/Ditech.com 2001 - 2006
Disney Interactive Studios 1996 - 1998
Dancer Fitzgerald Sample 1980 - 1984
Education
University of Oregon 1978 — 1979
Masters, Journalism
University of California, Santa Barbara
Kailash Bhuckory's Bank of America Experience February 2005 - Present
Job
Industry Financial Services
Experience
Bank of America February 2005 - Present
MDA (Macdonald Dettwiler & Associates) August 2003 - February 2006
The American Pension Company 2001 - 2003
Santa Barbara City College 1999 - 2000
Skills
SAS, Statistical Modeling, Analytics, Banking, Business Analysis, Mortgage Lending, Portfolio Management, Visio, SQL, Risk Management, Access, Vendor Management, Business Intelligence, Credit Risk, Process Improvement, Loss Mitigation, Data Warehousing, SDLC, Finance, Data Mining, Financial Risk, Mortgage Servicing, Operational Risk..., Analysis, Relationship Management, Credit Cards, Credit, Financial Modeling, Statistics, Project Management, Loan Origination, Financial Analysis, Loans, Mortgage Banking, Credit Analysis, Financial Services, Operational Risk
Education
University of California, Santa Barbara 1999 — 2003
B.A. / M.A.
Royal college Port Louis (affiliated with Cambridge University, U.K.)
A-level
University of Cape Town
Bank of America February 2005 - Present
MDA (Macdonald Dettwiler & Associates) August 2003 - February 2006
The American Pension Company 2001 - 2003
Santa Barbara City College 1999 - 2000
Skills
SAS, Statistical Modeling, Analytics, Banking, Business Analysis, Mortgage Lending, Portfolio Management, Visio, SQL, Risk Management, Access, Vendor Management, Business Intelligence, Credit Risk, Process Improvement, Loss Mitigation, Data Warehousing, SDLC, Finance, Data Mining, Financial Risk, Mortgage Servicing, Operational Risk..., Analysis, Relationship Management, Credit Cards, Credit, Financial Modeling, Statistics, Project Management, Loan Origination, Financial Analysis, Loans, Mortgage Banking, Credit Analysis, Financial Services, Operational Risk
Education
University of California, Santa Barbara 1999 — 2003
B.A. / M.A.
Royal college Port Louis (affiliated with Cambridge University, U.K.)
A-level
University of Cape Town
Jaime Ramos's Bank of America Experience August 2010 - Present
Job SVP Home Loans Pricing & Fees at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
Bank of America September 2006 - August 2010
Countrywide September 2004 - September 2006
Countrywide June 2003 - September 2004
Barclays Global Investors 2000 - 2000
Wells Fargo 1999 - 1999
Farmers Insurance Group June 1996 - September 1998
Skills
Statistics, Analytics, Statistical Modeling, VBA, Credit Risk, Risk Management, Valuation, SAS, Portfolio Management, Analysis, Derivatives, Financial Analysis, Credit Analysis, Corporate Finance, Credit, Banking, Financial Modeling, Financial Risk, Multicultural..., Public Speaking, Segmentation, Equities, Self-directed Learning, Organizational..., Quantitative Finance, Business Ethics
Education
University of Southern California - Marshall School of Business
MBA, Finance &Marketing, 3.67
University of California, Santa Barbara
MA, Statistics, 4.0
University of California, Santa Barbara
BS/BA, Statistics/Economics, 3.92
Bank of America August 2010 - Present
Bank of America September 2006 - August 2010
Countrywide September 2004 - September 2006
Countrywide June 2003 - September 2004
Barclays Global Investors 2000 - 2000
Wells Fargo 1999 - 1999
Farmers Insurance Group June 1996 - September 1998
Skills
Statistics, Analytics, Statistical Modeling, VBA, Credit Risk, Risk Management, Valuation, SAS, Portfolio Management, Analysis, Derivatives, Financial Analysis, Credit Analysis, Corporate Finance, Credit, Banking, Financial Modeling, Financial Risk, Multicultural..., Public Speaking, Segmentation, Equities, Self-directed Learning, Organizational..., Quantitative Finance, Business Ethics
Education
University of Southern California - Marshall School of Business
MBA, Finance &Marketing, 3.67
University of California, Santa Barbara
MA, Statistics, 4.0
University of California, Santa Barbara
BS/BA, Statistics/Economics, 3.92
John Preckel's Bank of America Experience January 1992 - July 1995
Job Product Manager at Epiq Systems, Inc
Industry Computer Software
Experience
Epiq Systems, Inc December 2003 - Present
Outtask October 2000 - December 2003
Redladder October 1999 - September 2000
Union Bank September 1998 - October 1999
DCI Corporation August 1995 - September 1998
Bank of America January 1992 - July 1995
Bank of America August 1990 - January 1992
Skills
Product Management, Agile Methodologies, Project Management, Management, Databases, Training, Quality Assurance, Management Consulting, Analytics, Requirements Gathering, Visual Studio, Budgets, Mergers & Acquisitions, Access, SaaS, Scrum, Enterprise Software
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Economics & Environmental Studies
Epiq Systems, Inc December 2003 - Present
Outtask October 2000 - December 2003
Redladder October 1999 - September 2000
Union Bank September 1998 - October 1999
DCI Corporation August 1995 - September 1998
Bank of America January 1992 - July 1995
Bank of America August 1990 - January 1992
Skills
Product Management, Agile Methodologies, Project Management, Management, Databases, Training, Quality Assurance, Management Consulting, Analytics, Requirements Gathering, Visual Studio, Budgets, Mergers & Acquisitions, Access, SaaS, Scrum, Enterprise Software
Education
University of California, Santa Barbara 1986 — 1990
Bachelor of Arts (B.A.), Economics & Environmental Studies
Shayan Firouzabadi, CPA's Bank of America Experience January 2009 - Present
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America January 2009 - Present
Countrywide Financial Corporation January 2006 - December 2008
Countrywide Financial Corporation February 2004 - January 2006
Disney March 2001 - March 2004
Blue Cross of California January 1998 - March 2001
Education
University of California, Santa Barbara 1993 — 1997
Bank of America January 2009 - Present
Countrywide Financial Corporation January 2006 - December 2008
Countrywide Financial Corporation February 2004 - January 2006
Disney March 2001 - March 2004
Blue Cross of California January 1998 - March 2001
Education
University of California, Santa Barbara 1993 — 1997
Joy Bagnall's Bank of America Experience 1990 - 2000
Job SVP Bank Operations & Services Division @ Union Bank
Industry Banking
Experience
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Union Bank SVP- Bank Operations DivisionUnion Bank of California2008 - Present
Union Bank 2007 - Present
Western Financial Bank 2001 - 2007
Bank of America / National Account 1990 - 2001
Bank of America 1990 - 2000
Wells Fargo Bank 1985 - 1990
Education
University of California, Santa Barbara
Paul Santiago's Bank of America Experience October 2010 - June 2014
Job Loan Resolution Specialist at PennyMac Loan Services, LLC
Industry Financial Services
Experience
PennyMac Loan Services, LLC June 2014 - Present
Bank of America October 2010 - June 2014
Bank of America February 2010 - October 2010
Wells Fargo August 2009 - February 2010
Wells Fargo June 2008 - October 2009
Bargain Network, Inc. July 2007 - May 2008
Meridian Pacific, Inc. June 2006 - June 2007
Skills
Sales
Education
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
PennyMac Loan Services, LLC June 2014 - Present
Bank of America October 2010 - June 2014
Bank of America February 2010 - October 2010
Wells Fargo August 2009 - February 2010
Wells Fargo June 2008 - October 2009
Bargain Network, Inc. July 2007 - May 2008
Meridian Pacific, Inc. June 2006 - June 2007
Skills
Sales
Education
University of California, Santa Barbara 2004 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Darrel(Bao) Pham's Bank of America Experience June 2001 - July 2005
Job Software and Hardware Engineer at 219Design
Industry Computer Hardware
Experience
219 Design October 2008 - Present
AristaIPC July 2008 - October 2008
NewField Wireless March 2008 - July 2008
UCSC School of Engineering July 2005 - March 2008
UC Santa Cruz, Jack Baskin School of Engineering 2006 - 2008
Bank of America June 2001 - July 2005
(NA-Community Service) July 1999 - September 1999
Ross July 1998 - September 1998
Laney College July 1996 - September 1996
Skills
Embedded Systems, C++, Testing, C, Linux, Firmware, Python, PCB design, Troubleshooting, Programming, PHP, MySQL, Visual Studio, Engineering, Software Engineering
Education
University of California, Santa Cruz 2006 — 2008
BS, Computer Engineering
University of California, Santa Cruz 2006 — 2008
BA, Economics
219 Design October 2008 - Present
AristaIPC July 2008 - October 2008
NewField Wireless March 2008 - July 2008
UCSC School of Engineering July 2005 - March 2008
UC Santa Cruz, Jack Baskin School of Engineering 2006 - 2008
Bank of America June 2001 - July 2005
(NA-Community Service) July 1999 - September 1999
Ross July 1998 - September 1998
Laney College July 1996 - September 1996
Skills
Embedded Systems, C++, Testing, C, Linux, Firmware, Python, PCB design, Troubleshooting, Programming, PHP, MySQL, Visual Studio, Engineering, Software Engineering
Education
University of California, Santa Cruz 2006 — 2008
BS, Computer Engineering
University of California, Santa Cruz 2006 — 2008
BA, Economics
Tuan-Anh Tran's Bank of America Experience July 2010 - Present
Job
Industry Financial Services
Experience
Bank of America July 2010 - Present
Rabobank International June 2007 - July 2010
Societe Generale September 2004 - June 2007
Citigroup March 2000 - September 2004
Bank of America December 1997 - February 2000
ESPCI, Paris, France October 1995 - October 1997
Skills
Market Risk, Quantitative Finance, Credit Derivatives, Derivatives, Fixed Income, Equity Derivatives, Counterparty Risk, FX Options, Structured Products, Capital Markets, Financial Risk, Alternative Investments, Bonds, Credit, Equities, Interest Rate..., Loans, Portfolio Management, Risk Management, Structured Finance
Education
Ecole Superieur de Physique et de Chimie Industrielle 1995 — 1997
University of California, Santa Barbara 1985 — 1995
B.S, PhD
Bank of America July 2010 - Present
Rabobank International June 2007 - July 2010
Societe Generale September 2004 - June 2007
Citigroup March 2000 - September 2004
Bank of America December 1997 - February 2000
ESPCI, Paris, France October 1995 - October 1997
Skills
Market Risk, Quantitative Finance, Credit Derivatives, Derivatives, Fixed Income, Equity Derivatives, Counterparty Risk, FX Options, Structured Products, Capital Markets, Financial Risk, Alternative Investments, Bonds, Credit, Equities, Interest Rate..., Loans, Portfolio Management, Risk Management, Structured Finance
Education
Ecole Superieur de Physique et de Chimie Industrielle 1995 — 1997
University of California, Santa Barbara 1985 — 1995
B.S, PhD
Andrew Gwin's Bank of America Experience September 2005 - September 2007
Job General Manager | Treasury at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines March 2015 - Present
Delta Air Lines October 2013 - February 2015
Delta Air Lines August 2012 - September 2013
Delta Air Lines July 2011 - August 2012
Cushman & Wakefield Cornerstone May 2010 - July 2010
American Music Channel February 2010 - May 2010
Bank of America September 2005 - September 2007
Accredited Home Lenders November 2002 - February 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Analysis, Banking, Corporate Finance, Real Estate, Finance, Data Analysis, Strategic Planning, Credit, Management, Operations Management, Accounting, Mortgage Banking, Competitive Analysis, Sales, Venture Capital, Loans, Strategy, Financial Accounting, Financial Planning, Investment Banking, Enterprise Valuation, Forecasting, Process Improvement, Business Strategy, Strategic Financial..., Leveraged Finance, Real Estate Transactions, Commercial Real Estate, Economics, MRO Management, Aircraft Maintenance, Aircraft, Airlines, Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Accounting, Real Estate
Vanderbilt University 2009 — 2011
MBA, Finance, Accounting, Real Estate
University of California, Santa Cruz 2005 — 2005
Business Management Economics, Economics, Finance, Business
Delta Air Lines March 2015 - Present
Delta Air Lines October 2013 - February 2015
Delta Air Lines August 2012 - September 2013
Delta Air Lines July 2011 - August 2012
Cushman & Wakefield Cornerstone May 2010 - July 2010
American Music Channel February 2010 - May 2010
Bank of America September 2005 - September 2007
Accredited Home Lenders November 2002 - February 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Analysis, Banking, Corporate Finance, Real Estate, Finance, Data Analysis, Strategic Planning, Credit, Management, Operations Management, Accounting, Mortgage Banking, Competitive Analysis, Sales, Venture Capital, Loans, Strategy, Financial Accounting, Financial Planning, Investment Banking, Enterprise Valuation, Forecasting, Process Improvement, Business Strategy, Strategic Financial..., Leveraged Finance, Real Estate Transactions, Commercial Real Estate, Economics, MRO Management, Aircraft Maintenance, Aircraft, Airlines, Acquisitions
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2011
MBA, Finance, Accounting, Real Estate
Vanderbilt University 2009 — 2011
MBA, Finance, Accounting, Real Estate
University of California, Santa Cruz 2005 — 2005
Business Management Economics, Economics, Finance, Business
Rebecca Douglass's Bank of America Experience February 2002 - April 2009
Job Portfolio Manager Associate
Industry Financial Services
Experience
U.S. Trust/Bank of America October 2009 - Present
Bank of America February 2002 - April 2009
Ernst & Young January 1999 - October 2001
Putnam, Hayes and Bartlett 1995 - 1998
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Banking, Investment Strategies, Investment Advisory, Wealth Management, Investment Management, Equities, Fixed Income, Mutual Funds, Series 7, Wealth Management..., Hedge Funds, Asset Management
Education
University of California, Santa Barbara 1993 — 1995
B.A., Business Economics
U.S. Trust/Bank of America October 2009 - Present
Bank of America February 2002 - April 2009
Ernst & Young January 1999 - October 2001
Putnam, Hayes and Bartlett 1995 - 1998
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Banking, Investment Strategies, Investment Advisory, Wealth Management, Investment Management, Equities, Fixed Income, Mutual Funds, Series 7, Wealth Management..., Hedge Funds, Asset Management
Education
University of California, Santa Barbara 1993 — 1995
B.A., Business Economics
Steve Barnert's Bank of America Experience September 2006 - August 2009
Job Director at Kaiser Permanente IT, with MBA, PMP, ITIL v3, Six Sigma Black Belt credentials
Industry Information Technology and Services
Experience
Kaiser Permanente IT May 2012 - Present
Kaiser Permanente IT August 2009 - May 2012
Bank of America September 2006 - August 2009
Bank of America March 2003 - September 2006
Bank of America December 2001 - March 2003
Callisma (acquired by AT&T) April 2000 - November 2001
Renaissance Worldwide, Inc August 1999 - April 2000
Entex Information Services February 1997 - July 1999
Northstar Studios, Inc February 1996 - February 1997
IBM June 1994 - February 1996
Skills
Business Process..., ITIL, PMP
Education
University of California, Santa Barbara
BA, Economics/Mathematics
University of Wisconsin-Madison - School of Business
MBA
Kaiser Permanente IT May 2012 - Present
Kaiser Permanente IT August 2009 - May 2012
Bank of America September 2006 - August 2009
Bank of America March 2003 - September 2006
Bank of America December 2001 - March 2003
Callisma (acquired by AT&T) April 2000 - November 2001
Renaissance Worldwide, Inc August 1999 - April 2000
Entex Information Services February 1997 - July 1999
Northstar Studios, Inc February 1996 - February 1997
IBM June 1994 - February 1996
Skills
Business Process..., ITIL, PMP
Education
University of California, Santa Barbara
BA, Economics/Mathematics
University of Wisconsin-Madison - School of Business
MBA
Lisa London's Bank of America Experience February 1990 - March 1992
Job Account Executive, Financial Services at J.D. Power
Industry Market Research
Experience
J.D. Power September 2014 - Present
Maritz Research October 2005 - August 2014
Clear Ink September 2000 - September 2001
SBC/Pacific Bell July 1996 - September 2000
Charles Schwab July 1992 - July 1996
Bank of America February 1990 - March 1992
Landor Associates February 1987 - June 1989
PacTel Cellular (aka. PacTel Mobile Access) July 1983 - February 1987
Skills
Research Design, Customer Experience, Sales, Customer Insight, Marketing Strategy, Account Management, Qualitative Research, Quantitative, Advertising Research, Segmentation, Advertising, Integrated Marketing, Market Research, Analytics, Strategy, New Business Development, Management, Marketing Research, Analysis
Education
University of California, Santa Barbara 1979 — 1983
Bachelor's degree, Sociology
University of California, Santa Barbara
Sociology
J.D. Power September 2014 - Present
Maritz Research October 2005 - August 2014
Clear Ink September 2000 - September 2001
SBC/Pacific Bell July 1996 - September 2000
Charles Schwab July 1992 - July 1996
Bank of America February 1990 - March 1992
Landor Associates February 1987 - June 1989
PacTel Cellular (aka. PacTel Mobile Access) July 1983 - February 1987
Skills
Research Design, Customer Experience, Sales, Customer Insight, Marketing Strategy, Account Management, Qualitative Research, Quantitative, Advertising Research, Segmentation, Advertising, Integrated Marketing, Market Research, Analytics, Strategy, New Business Development, Management, Marketing Research, Analysis
Education
University of California, Santa Barbara 1979 — 1983
Bachelor's degree, Sociology
University of California, Santa Barbara
Sociology
Radana Kollehner's Bank of America Experience August 2013 - October 2014
Job Banking Professional
Industry Banking
Experience
U.S. Bank October 2014 - Present
Bank of America August 2013 - October 2014
Nevada County January 2010 - December 2012
World Savings / Wachovia January 2003 - July 2008
World Savings February 1995 - September 2003
Skills
Accounting, Analysis, Credit, Financial Reporting, Loans, Investments, Training, Mortgage Lending, Underwriting, Funding, Banking, Negotiation, Outlook, Refinance, Leadership, Process Improvement, Financial Risk, Microsoft Excel, Finance, Credit Analysis, Real Estate, Risk Management, Software Documentation, Payroll, Budgets
Education
University of California, Santa Barbara 1992 — 1994
Bachelor of Arts (B.A.), Business Economics
U.S. Bank October 2014 - Present
Bank of America August 2013 - October 2014
Nevada County January 2010 - December 2012
World Savings / Wachovia January 2003 - July 2008
World Savings February 1995 - September 2003
Skills
Accounting, Analysis, Credit, Financial Reporting, Loans, Investments, Training, Mortgage Lending, Underwriting, Funding, Banking, Negotiation, Outlook, Refinance, Leadership, Process Improvement, Financial Risk, Microsoft Excel, Finance, Credit Analysis, Real Estate, Risk Management, Software Documentation, Payroll, Budgets
Education
University of California, Santa Barbara 1992 — 1994
Bachelor of Arts (B.A.), Business Economics
Jordan Glassberg's Bank of America Experience February 2005 - February 2006
Job Vice President of Business Development at TOMS
Industry Entertainment
Experience
TOMS October 2014 - Present
TOMS January 2014 - October 2014
TOMS January 2013 - January 2014
Social Annex, Inc. September 2012 - December 2012
www.myfdb.com August 2007 - September 2012
Intercontinental Capital Group February 2006 - February 2007
Bank of America February 2005 - February 2006
Wardrobe Guru January 2004 - February 2005
Thomas Weisel Partners June 2001 - August 2001
Skills
Entrepreneur, New Media, Online Marketing, B2B, Promotions, Proposal Writing, B2C, Fashion, Entrepreneurship, Business Development, E-commerce, Email Marketing, Marketing, Online Advertising, Product Development, SEO, SaaS, Social Media Marketing, Web Analytics, Strategic Partnerships
Education
University of California, Santa Barbara
BA, Business Economics, English
TOMS October 2014 - Present
TOMS January 2014 - October 2014
TOMS January 2013 - January 2014
Social Annex, Inc. September 2012 - December 2012
www.myfdb.com August 2007 - September 2012
Intercontinental Capital Group February 2006 - February 2007
Bank of America February 2005 - February 2006
Wardrobe Guru January 2004 - February 2005
Thomas Weisel Partners June 2001 - August 2001
Skills
Entrepreneur, New Media, Online Marketing, B2B, Promotions, Proposal Writing, B2C, Fashion, Entrepreneurship, Business Development, E-commerce, Email Marketing, Marketing, Online Advertising, Product Development, SEO, SaaS, Social Media Marketing, Web Analytics, Strategic Partnerships
Education
University of California, Santa Barbara
BA, Business Economics, English
Tony Baca, MBA's Bank of America Experience August 2015 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Bank of America May 2014 - August 2015
Bank of America June 2011 - May 2014
University of North Carolina at Chapel Hill June 2009 - May 2011
Abbott Laboratories March 2008 - June 2009
General Dynamics October 2006 - March 2008
Northrop Grumman Corporation January 2006 - October 2006
US Army December 2001 - December 2005
Skills
Project Management, Military, Cross-functional Team..., Strategy, Leadership, Management, Reference Data, SQL, Finance, Big Data, Portfolio Management, Microsoft Excel, Team Leadership, Microsoft Office, Agile Project Management, Agile Testing, SAS programming, Netezza, Direct Sales, Pharmaceutical Sales, Liquidity Risk, Data Management, Basel III, Regulatory Requirements, Change Management, Accounting, Internal Controls, Data Reconciliation, Data Analysis, Data Warehousing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Master of Business Administration (MBA)
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Bank of America August 2015 - Present
Bank of America May 2014 - August 2015
Bank of America June 2011 - May 2014
University of North Carolina at Chapel Hill June 2009 - May 2011
Abbott Laboratories March 2008 - June 2009
General Dynamics October 2006 - March 2008
Northrop Grumman Corporation January 2006 - October 2006
US Army December 2001 - December 2005
Skills
Project Management, Military, Cross-functional Team..., Strategy, Leadership, Management, Reference Data, SQL, Finance, Big Data, Portfolio Management, Microsoft Excel, Team Leadership, Microsoft Office, Agile Project Management, Agile Testing, SAS programming, Netezza, Direct Sales, Pharmaceutical Sales, Liquidity Risk, Data Management, Basel III, Regulatory Requirements, Change Management, Accounting, Internal Controls, Data Reconciliation, Data Analysis, Data Warehousing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
Master of Business Administration (MBA)
University of California, Santa Barbara 1997 — 2001
Bachelor of Arts (B.A.), Business/Managerial Economics
Judy Ferreri's Bank of America Experience January 1999 - May 2015
Job Certified (CIPP/US) Privacy professional, exceptional IT Business Analyst, and successful Project Manager
Industry Financial Services
Experience
Bank of America January 1999 - May 2015
Countrywide Financial Corporation January 1999 - April 2008
Bergen Brunswig 1985 - 1987
Skills
Risk Management, Operations Management, Information Security, Consumer Privacy, Business Intelligence, Program Management, SDLC, Integration, Banking, Privacy Law, Operational Risk..., Governance, Enterprise Risk..., AML
Education
University of California, Santa Barbara 1976 — 1981
BA, psychology, history, accounting
Bank of America January 1999 - May 2015
Countrywide Financial Corporation January 1999 - April 2008
Bergen Brunswig 1985 - 1987
Skills
Risk Management, Operations Management, Information Security, Consumer Privacy, Business Intelligence, Program Management, SDLC, Integration, Banking, Privacy Law, Operational Risk..., Governance, Enterprise Risk..., AML
Education
University of California, Santa Barbara 1976 — 1981
BA, psychology, history, accounting
Matt Eimers's Bank of America Experience July 2008 - May 2011
Job Catastrophe Modeling GIS Manager at QBE
Industry Financial Services
Experience
QBE June 2011 - Present
Balboa Insurance Group December 2007 - June 2011
Bank of America July 2008 - May 2011
Countywide Financial December 2007 - June 2008
URS Corporation November 2000 - December 2007
Brown and Caldwell September 2000 - November 2000
Stary Consultant 1997 - 1998
Skills
ArcGIS, GIS, ESRI, Environmental Impact..., Remote Sensing, ArcGIS Server, Data Mining, Data Analysis, Catastrophe Modeling, Insurance, Risk Modeling
Education
University of California, Santa Barbara 1998 — 2000
BA, Geography
University of California, Santa Barbara 1998 — 2000
Minor, Geology/Earth Science, General
QBE June 2011 - Present
Balboa Insurance Group December 2007 - June 2011
Bank of America July 2008 - May 2011
Countywide Financial December 2007 - June 2008
URS Corporation November 2000 - December 2007
Brown and Caldwell September 2000 - November 2000
Stary Consultant 1997 - 1998
Skills
ArcGIS, GIS, ESRI, Environmental Impact..., Remote Sensing, ArcGIS Server, Data Mining, Data Analysis, Catastrophe Modeling, Insurance, Risk Modeling
Education
University of California, Santa Barbara 1998 — 2000
BA, Geography
University of California, Santa Barbara 1998 — 2000
Minor, Geology/Earth Science, General
Kim Forde's Bank of America Experience January 2010 - Present
Job Prime Brokerage/Futures Negotiation Specialist at Barclays
Industry Law Practice
Experience
Barclays April 2013 - Present
Bank of America January 2010 - Present
DLA Piper December 2005 - August 2008
Bryant Miller Olive January 2005 - December 2005
Sidley Austin LLP August 2002 - September 2004
Skills
Legal Writing, Legal Research, Securities, Due Diligence, Finance, Corporate Governance, Corporate Law, Private Equity, Contract Negotiation, Derivatives, Structured Finance, Securities Regulation
Education
University of Kentucky College of Law 2000 — 2002
Doctor of Law (J.D.)
UC Santa Barbara 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Barclays April 2013 - Present
Bank of America January 2010 - Present
DLA Piper December 2005 - August 2008
Bryant Miller Olive January 2005 - December 2005
Sidley Austin LLP August 2002 - September 2004
Skills
Legal Writing, Legal Research, Securities, Due Diligence, Finance, Corporate Governance, Corporate Law, Private Equity, Contract Negotiation, Derivatives, Structured Finance, Securities Regulation
Education
University of Kentucky College of Law 2000 — 2002
Doctor of Law (J.D.)
UC Santa Barbara 1994 — 1998
Bachelor's degree, Business/Managerial Economics
Howard Hoffmann's Bank of America Experience May 1980 - June 1984
Job Managing Partner De Novo Perspectives
Industry Management Consulting
Experience
De Novo Perspectives September 2008 - Present
American Discovery March 2014 - Present
Hickey Smith LLP January 2014 - Present
Nightingale & Associates, LLC May 1990 - August 2008
Hesa, Inc. September 1987 - April 1990
Vendor Funding Co., Inc. July 1984 - February 1987
Bank of America May 1980 - June 1984
Irving Trust Company July 1977 - April 1980
Skills
Mergers, Strategic Planning, Team Building, Process Improvement, Budgets, Operations Management, Change Management, Cross-functional Team..., Executive Management, Financial Analysis, New Business Development, Audit Committee, Board of Director..., Turnaround Experience, Operational Turnaround, Value Creation, Mergers & Acquisitions, Leadership, Board of Directors, Marketing, Investments, Logistics, Management, Private Equity, Risk Management, Acquisition Integration, Turn Around Management, Negotiation, Start-ups, Management Consulting
Education
Wharton School, University of Pennsylvania
Master of Business Administration
UCSB
Bachelor of Arts (B.A.), Mathematics and Economics
De Novo Perspectives September 2008 - Present
American Discovery March 2014 - Present
Hickey Smith LLP January 2014 - Present
Nightingale & Associates, LLC May 1990 - August 2008
Hesa, Inc. September 1987 - April 1990
Vendor Funding Co., Inc. July 1984 - February 1987
Bank of America May 1980 - June 1984
Irving Trust Company July 1977 - April 1980
Skills
Mergers, Strategic Planning, Team Building, Process Improvement, Budgets, Operations Management, Change Management, Cross-functional Team..., Executive Management, Financial Analysis, New Business Development, Audit Committee, Board of Director..., Turnaround Experience, Operational Turnaround, Value Creation, Mergers & Acquisitions, Leadership, Board of Directors, Marketing, Investments, Logistics, Management, Private Equity, Risk Management, Acquisition Integration, Turn Around Management, Negotiation, Start-ups, Management Consulting
Education
Wharton School, University of Pennsylvania
Master of Business Administration
UCSB
Bachelor of Arts (B.A.), Mathematics and Economics
Nancy Cole's Bank of America Experience December 2002 - August 2008
Job Home Mortgage Consultant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2008 - Present
Bank of America December 2002 - August 2008
BMC Software 1998 - 2001
Skills
Refinance, First Time Home Buyers, Investment Properties, VA loans, Government Loans, Certified Mortgage..., Loans, Home Equity Lines of..., Non-Conforming, Real Estate Financing, Mortgage Lending, Loan Origination, Consumer Lending, FHA financing, Residential Mortgages, Referrals, FHA
Education
UC Irvine
B.S., Biological Sciences
University of California, Santa Barbara
M.A., Economics/Business
Wells Fargo Home Mortgage November 2008 - Present
Bank of America December 2002 - August 2008
BMC Software 1998 - 2001
Skills
Refinance, First Time Home Buyers, Investment Properties, VA loans, Government Loans, Certified Mortgage..., Loans, Home Equity Lines of..., Non-Conforming, Real Estate Financing, Mortgage Lending, Loan Origination, Consumer Lending, FHA financing, Residential Mortgages, Referrals, FHA
Education
UC Irvine
B.S., Biological Sciences
University of California, Santa Barbara
M.A., Economics/Business
Marty Lefton's Bank of America Experience 1981 - 1986
Job Strategic Commercial Mortgage Broker/Owner at SVCOMM Lending
Industry Real Estate
Experience
SVCOMM Lending August 2013 - Present
Partners Mortgage 2011 - August 2013
Horizon Investments January 2008 - February 2012
CTA Enterprises 2002 - 2007
Gap Inc./Banana Republic 1999 - 2001
State Farm 1986 - 1997
Bank of America 1981 - 1986
Skills
Commercial Mortgages, Business Ethics, Investments, Mortgage Lending, Real Estate, Wealth Management, Loans, Investment Properties, Finance, FHA, Small Business, Financial Analysis, Portfolio Management, Due Diligence, Refinance, Asset Management, Real Estate Financing, Residential Homes, Real Estate Economics, Mortgage Banking, Business Strategy, Funding, Investors, Short Sales, First Time Home Buyers, Asset Managment, Asset, Analysis, Insurance, New Business Development, Coaching, Risk Management, Financial Risk, Banking, Real Estate Development, Risk, Mentoring, Loan Origination
Education
University of California, Santa Barbara 1975 — 1979
BA, Economics/Mathematics
Carlmont High School 1971 — 1975
SVCOMM Lending August 2013 - Present
Partners Mortgage 2011 - August 2013
Horizon Investments January 2008 - February 2012
CTA Enterprises 2002 - 2007
Gap Inc./Banana Republic 1999 - 2001
State Farm 1986 - 1997
Bank of America 1981 - 1986
Skills
Commercial Mortgages, Business Ethics, Investments, Mortgage Lending, Real Estate, Wealth Management, Loans, Investment Properties, Finance, FHA, Small Business, Financial Analysis, Portfolio Management, Due Diligence, Refinance, Asset Management, Real Estate Financing, Residential Homes, Real Estate Economics, Mortgage Banking, Business Strategy, Funding, Investors, Short Sales, First Time Home Buyers, Asset Managment, Asset, Analysis, Insurance, New Business Development, Coaching, Risk Management, Financial Risk, Banking, Real Estate Development, Risk, Mentoring, Loan Origination
Education
University of California, Santa Barbara 1975 — 1979
BA, Economics/Mathematics
Carlmont High School 1971 — 1975
Minjun(Megan) Zhang's Bank of America Experience February 2008 - September 2008
Job Pricipal Statistician at Optum (A division of UnitedHealth Group)
Industry Insurance
Experience
Optum (a division of UnitedHealth Group) January 2015 - Present
Optum (a division of United Health Group) April 2010 - Present
Austin Logistics February 2009 - April 2010
Dell September 2008 - February 2009
Bank of America February 2008 - September 2008
J.D. Power and Associates June 2006 - February 2008
Skills
Medicare Advantage Risk..., Statistical Modeling, Predictive Modeling, Credit Risk management, Market Research, Data Mining, SAS, Analytics, SQL, VBA, Java, C++, Unix, Splus, R, Very large data
Education
University of California, Santa Barbara 2003 — 2006
Master's degree
University of California, Santa Barbara 2003 — 2006
Master's degree
Optum (a division of UnitedHealth Group) January 2015 - Present
Optum (a division of United Health Group) April 2010 - Present
Austin Logistics February 2009 - April 2010
Dell September 2008 - February 2009
Bank of America February 2008 - September 2008
J.D. Power and Associates June 2006 - February 2008
Skills
Medicare Advantage Risk..., Statistical Modeling, Predictive Modeling, Credit Risk management, Market Research, Data Mining, SAS, Analytics, SQL, VBA, Java, C++, Unix, Splus, R, Very large data
Education
University of California, Santa Barbara 2003 — 2006
Master's degree
University of California, Santa Barbara 2003 — 2006
Master's degree
Russel Babbitz, MAI, SRA's Bank of America Experience January 1978 - January 1983
Job Commercial Real Estate Appraiser
Industry Real Estate
Experience
LA County Metropolitan Transportation Authority August 2013 - Present
Kiley Company October 2012 - August 2013
Integra Realty Resources, Metro LA May 2002 - October 2012
Babbitz Appraisal 1991 - 2002
Unity Savings 1985 - 1991
Southern California Savings January 1983 - January 1985
Bank of America January 1978 - January 1983
Skills
Real Estate, Real Estate Economics, Leases, Valuation, Investment Properties, Appraisals, Feasibility Studies, Disposition, Property, Residential Homes, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Location Intelligence, Expert Witness, Brokerage, Dispositions
Education
University of California, Santa Barbara 1972 — 1974
Bachelor of Arts, Biology/Biological Sciences, General
Point Loma High School 1968 — 1970
LA County Metropolitan Transportation Authority August 2013 - Present
Kiley Company October 2012 - August 2013
Integra Realty Resources, Metro LA May 2002 - October 2012
Babbitz Appraisal 1991 - 2002
Unity Savings 1985 - 1991
Southern California Savings January 1983 - January 1985
Bank of America January 1978 - January 1983
Skills
Real Estate, Real Estate Economics, Leases, Valuation, Investment Properties, Appraisals, Feasibility Studies, Disposition, Property, Residential Homes, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Location Intelligence, Expert Witness, Brokerage, Dispositions
Education
University of California, Santa Barbara 1972 — 1974
Bachelor of Arts, Biology/Biological Sciences, General
Point Loma High School 1968 — 1970
Robin Coats's Bank of America Experience May 2006 - September 2008
Job Student at University of California, Santa Barbara
Industry Accounting
Experience
Alpha Kappa Psi 2008 - 2009
Bank of America May 2006 - September 2008
Education
University of California, Santa Barbara 2008 — 2010
Alpha Kappa Psi 2008 - 2009
Bank of America May 2006 - September 2008
Education
University of California, Santa Barbara 2008 — 2010
Ron Short's Bank of America Experience January 1996 - January 2000
Job Senior Vice President SBA Lending at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2003 - Present
Bank of America January 1996 - January 2000
Education
University of California, Santa Barbara 1990 — 1992
BA, Economics
California Bank & Trust May 2003 - Present
Bank of America January 1996 - January 2000
Education
University of California, Santa Barbara 1990 — 1992
BA, Economics
Larry Papkin's Bank of America Experience January 1992 - January 1994
Job Appraisal Manager at JPMorgan Chase
Industry Real Estate
Experience
JPMorgan Chase August 2012 - Present
Crosson Dannis Inc. April 2010 - July 2012
AEGON USA REALTY January 2000 - August 2009
Santa Barbara Bank & Trust January 1994 - January 2000
BANK OF AMERICA January 1992 - January 1994
RAYMOND CROW & ASSOCIATES January 1989 - January 1992
EDWARD SCHULZ & COMPANY January 1983 - January 1989
Skills
Market Analysis, Risk Analysis, Regulatory Requirements, Appraisals, Valuation, CMBS, Management, Company Acquisitions, Equity Valuation
Education
University of California, Santa Barbara
BA, Economics
JPMorgan Chase August 2012 - Present
Crosson Dannis Inc. April 2010 - July 2012
AEGON USA REALTY January 2000 - August 2009
Santa Barbara Bank & Trust January 1994 - January 2000
BANK OF AMERICA January 1992 - January 1994
RAYMOND CROW & ASSOCIATES January 1989 - January 1992
EDWARD SCHULZ & COMPANY January 1983 - January 1989
Skills
Market Analysis, Risk Analysis, Regulatory Requirements, Appraisals, Valuation, CMBS, Management, Company Acquisitions, Equity Valuation
Education
University of California, Santa Barbara
BA, Economics
Yazmin Reza's Bank of America Experience October 2011 - June 2012
Job Client Benefit Specialist
Industry Human Resources
Experience
County of Ventura June 2012 - Present
Bank of America October 2011 - June 2012
Warehouse Demo Services April 2008 - October 2011
UCSB Education Oportunity Program September 2009 - June 2010
Education
University of California, Santa Barbara 2007 — 2011
B.A, Business Economics emphasis in Accounting
County of Ventura June 2012 - Present
Bank of America October 2011 - June 2012
Warehouse Demo Services April 2008 - October 2011
UCSB Education Oportunity Program September 2009 - June 2010
Education
University of California, Santa Barbara 2007 — 2011
B.A, Business Economics emphasis in Accounting
Marianna Pisano's Bank of America Experience March 2005 - June 2012
Job SVP, Relationship Executive in the Healthcare and Higher Education Group at J.P. Morgan
Industry Banking
Experience
JPMorgan Chase July 2012 - Present
Bank of America March 2005 - June 2012
Moody's Investors Service 1999 - 2005
Coro New York Leadership Center 1999 - 2000
Education
University of California, Santa Barbara 1992 — 1996
BA, Religion, Spanish
JPMorgan Chase July 2012 - Present
Bank of America March 2005 - June 2012
Moody's Investors Service 1999 - 2005
Coro New York Leadership Center 1999 - 2000
Education
University of California, Santa Barbara 1992 — 1996
BA, Religion, Spanish
Stacey/Pat Martin's Bank of America Experience 1972 - 2008
Job Hearing Officer at State of California
Industry Banking
Experience
State of California 2011 - Present
Bank of America 1972 - 2008
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Banking, Non-Conforming, Mortgage Banking, Government Loans, Mortgage Underwriting, Personal Banking
Education
Pacific Coast Banking School
Certificate, Banking / Finance
UCSB
Bachelor's degree
State of California 2011 - Present
Bank of America 1972 - 2008
Skills
Small Business Lending, Commercial Lending, Commercial Banking, Retail Banking, Banking, Non-Conforming, Mortgage Banking, Government Loans, Mortgage Underwriting, Personal Banking
Education
Pacific Coast Banking School
Certificate, Banking / Finance
UCSB
Bachelor's degree
Lisa James's Bank of America Experience 1994 - 1999
Job VP Business Banking RM & Branch Manager
Industry Banking
Experience
City National Bank September 2014 - Present
Chase October 2012 - August 2014
Chase September 2010 - October 2012
Santa Barbara Bank and Trust March 2010 - August 2010
Santa Barbara Bank and Trust April 2006 - March 2010
Santa Barbara Bank and Trust April 2003 - April 2006
Santa Barbara Bank and Trust April 2001 - April 2003
Santa Barbara Bank and Trust April 1999 - April 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Mortgages, Treasury Management, Banking, Cash Management, Finance, Lines Of Credit, Sales, Small Business Lending, Mergers & Acquisitions, Management, Customer Service, Credit Risk, Loan Origination, SBA, Cross Selling, Deposits, Mortgage Lending, Relationship Management, Portfolio Management
Education
University of California, Santa Barbara 1980 — 1985
BA, Law & Society
University of California, Santa Barbara
City National Bank September 2014 - Present
Chase October 2012 - August 2014
Chase September 2010 - October 2012
Santa Barbara Bank and Trust March 2010 - August 2010
Santa Barbara Bank and Trust April 2006 - March 2010
Santa Barbara Bank and Trust April 2003 - April 2006
Santa Barbara Bank and Trust April 2001 - April 2003
Santa Barbara Bank and Trust April 1999 - April 2001
Bank of America 1994 - 1999
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Loans, Credit, Commercial Mortgages, Treasury Management, Banking, Cash Management, Finance, Lines Of Credit, Sales, Small Business Lending, Mergers & Acquisitions, Management, Customer Service, Credit Risk, Loan Origination, SBA, Cross Selling, Deposits, Mortgage Lending, Relationship Management, Portfolio Management
Education
University of California, Santa Barbara 1980 — 1985
BA, Law & Society
University of California, Santa Barbara
James Guzik's Bank of America Experience August 2010 - June 2012
Job Loan Officer at New American Funding
Industry Real Estate
Experience
New American Funding May 2013 - Present
Surety Financial June 2012 - May 2013
Bank of America August 2010 - June 2012
Caza Financial August 2009 - July 2010
Skills
Mortgage Banking, Real Estate, Mortgage Lending, Investments, Real Estate Economics, Credit, Loans, Investment Properties, Loan Origination, Refinance, Credit Analysis, Residential Mortgages, Real Estate Financing, First Time Home Buyers, REO, Banking, Underwriting, Finance, Short Sales, Valuation, Financial Analysis, Portfolio Management
Education
UC Santa Barbara 2005 — 2009
Business, Economics, Finance
New American Funding May 2013 - Present
Surety Financial June 2012 - May 2013
Bank of America August 2010 - June 2012
Caza Financial August 2009 - July 2010
Skills
Mortgage Banking, Real Estate, Mortgage Lending, Investments, Real Estate Economics, Credit, Loans, Investment Properties, Loan Origination, Refinance, Credit Analysis, Residential Mortgages, Real Estate Financing, First Time Home Buyers, REO, Banking, Underwriting, Finance, Short Sales, Valuation, Financial Analysis, Portfolio Management
Education
UC Santa Barbara 2005 — 2009
Business, Economics, Finance
Raja Sohi's Bank of America Experience April 2010 - October 2010
Job Senior Analyst, Channel Management at EdgeCast Networks
Industry Information Technology and Services
Experience
EdgeCast Networks July 2014 - Present
EdgeCast July 2013 - July 2014
PriceGrabber.com July 2012 - April 2013
PriceGrabber.com October 2010 - April 2012
Bank of America April 2010 - October 2010
Skills
E-commerce, Account Management, Online Advertising, Comparison Shopping, PPC, Digital Media, Affiliate Marketing, Digital Marketing, Analytics, Advertising Sales, Conversion Optimization, Lead Generation, New Business Development, Contract Negotiation, Negotiation, Customer Service, Loans, Online Marketing, Sales, Mortgage Lending, Google Adwords, Management, Financial Services, SEM, Web Analytics, Customer Retention, Marketing, Salesforce.com, CRM
Education
University of California, Santa Barbara
BA, Business Economics with Accounting emphasis
EdgeCast Networks July 2014 - Present
EdgeCast July 2013 - July 2014
PriceGrabber.com July 2012 - April 2013
PriceGrabber.com October 2010 - April 2012
Bank of America April 2010 - October 2010
Skills
E-commerce, Account Management, Online Advertising, Comparison Shopping, PPC, Digital Media, Affiliate Marketing, Digital Marketing, Analytics, Advertising Sales, Conversion Optimization, Lead Generation, New Business Development, Contract Negotiation, Negotiation, Customer Service, Loans, Online Marketing, Sales, Mortgage Lending, Google Adwords, Management, Financial Services, SEM, Web Analytics, Customer Retention, Marketing, Salesforce.com, CRM
Education
University of California, Santa Barbara
BA, Business Economics with Accounting emphasis
Michael Chien's Bank of America Experience January 2007 - April 2009
Job Financial Advisor at Merrill Lynch Wealth Management, Bank of America Corporation
Industry Financial Services
Experience
HSBC BANK September 2009 - September 2012
Bank of America January 2007 - April 2009
Bank of America November 2005 - December 2006
OfficeMax March 2005 - July 2005
Circuit City April 2003 - March 2005
Skills
Series 63, Series 6, Series 7, Series 65, Consumer Lending, Banking, Financial Analysis, Wealth Management, Portfolio Management, Investments
Education
University of California, Santa Barbara
B.S, ELECTRICAL & COMPUTER ENGINEERING
HSBC BANK September 2009 - September 2012
Bank of America January 2007 - April 2009
Bank of America November 2005 - December 2006
OfficeMax March 2005 - July 2005
Circuit City April 2003 - March 2005
Skills
Series 63, Series 6, Series 7, Series 65, Consumer Lending, Banking, Financial Analysis, Wealth Management, Portfolio Management, Investments
Education
University of California, Santa Barbara
B.S, ELECTRICAL & COMPUTER ENGINEERING
Jonathan Lau, CPA's Bank of America Experience April 2012 - Present
Job AVP, Senior Auditor at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Alexandria Real Estate Equities, Inc. January 2012 - April 2012
Grant Thornton January 2010 - January 2012
UC Santa Barbara June 2008 - December 2008
Skills
Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
University of California, Santa Barbara 2004 — 2009
Business Economics with Accounting Emphasis; Law and Society
Bank of America April 2012 - Present
Alexandria Real Estate Equities, Inc. January 2012 - April 2012
Grant Thornton January 2010 - January 2012
UC Santa Barbara June 2008 - December 2008
Skills
Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, US GAAP
Education
University of California, Santa Barbara 2004 — 2009
Business Economics with Accounting Emphasis; Law and Society
Martin Harper's Bank of America Experience AnalystMcKessonMarch 1978 - October 1979
Job Sr technical Consultant, Project Manager at Bank of America
Industry Banking
Experience
Bank of America AnalystMcKessonMarch 1978 - October 1979
Skills
Banking, Business Analysis, IT Strategy, Vendor Management, Project Portfolio...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Mathematics
Bank of America AnalystMcKessonMarch 1978 - October 1979
Skills
Banking, Business Analysis, IT Strategy, Vendor Management, Project Portfolio...
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Mathematics
Junko Hama's Bank of America Experience February 2015 - Present
Job Portfolio Manager at Bank of America
Industry Banking
Experience
Bank of America February 2015 - Present
BankFinancial January 2013 - Present
City Blue Apparel Inc. January 2012 - December 2012
JPMorgan Chase June 2009 - August 2011
JPMorgan Chase June 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Planning, Negotiation, Editing, Financial Analysis, Financial Modeling, Credit Analysis, Lines Of Credit, Credit Risk, Buyers, Fashion, Fashion Buying, Fashion Photography, Pivot Tables, V Lookups, Market Analysis, Textile Industry, Prospect, Financial Projection, Credit, Portfolio Management
Education
UC Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Global Studies, Art History, 3.8
Bank of America February 2015 - Present
BankFinancial January 2013 - Present
City Blue Apparel Inc. January 2012 - December 2012
JPMorgan Chase June 2009 - August 2011
JPMorgan Chase June 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Budgets, Strategic Planning, Negotiation, Editing, Financial Analysis, Financial Modeling, Credit Analysis, Lines Of Credit, Credit Risk, Buyers, Fashion, Fashion Buying, Fashion Photography, Pivot Tables, V Lookups, Market Analysis, Textile Industry, Prospect, Financial Projection, Credit, Portfolio Management
Education
UC Santa Barbara 2005 — 2009
Bachelor of Arts (B.A.), Global Studies, Art History, 3.8
Lori Abele's Bank of America Experience 1989 - 1999
Job CPA at Porter & Yee CPAs
Industry Accounting
Experience
Porter & Yee CPAs 2000 - Present
Bank of America 1989 - 1999
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax
Education
UCSB
BS Econcmics
Porter & Yee CPAs 2000 - Present
Bank of America 1989 - 1999
Skills
CPA, Tax Preparation, Corporate Tax, Income Tax
Education
UCSB
BS Econcmics
Yazan Bairakdar's Bank of America Experience August 2006 - February 2007
Job Student at University of California, Santa Barbara
Industry Accounting
Experience
Bank of America August 2006 - February 2007
Skills
Leadership, Microsoft Excel, Accounting, Financial Analysis
Education
University of California, Santa Barbara 2012 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
University of California, Santa Barbara 2012 — 2015
Economics and Accounting, Economics and Accounting
Bank of America August 2006 - February 2007
Skills
Leadership, Microsoft Excel, Accounting, Financial Analysis
Education
University of California, Santa Barbara 2012 — 2015
Bachelor of Arts (B.A.), Economics and Accounting
University of California, Santa Barbara 2012 — 2015
Economics and Accounting, Economics and Accounting
Makeda Sanyika's Bank of America Experience September 2006 - July 2012
Job Sales Associate at Rangoni Shoes
Industry Banking
Experience
Rangoni Shoes June 2012 - July 2014
Bank of America September 2006 - July 2012
Victorias Secret Stores July 2001 - August 2006
Restoration Hardware October 2003 - April 2005
Skills
Customer Service & Sales, Promoting, Visual Merchandising, Verbal De-escalation, Training, Product Knowledge, Fraud..., Phone Etiquette, Client Counseling, Account Management, Corporate Software, Solid computer skills, General Office Skills
Education
University of East Anglia 2002 — 2003
Bachelor of Arts (BA), Theatre Arts
UC Santa Barbara 2001 — 2002
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
Rangoni Shoes June 2012 - July 2014
Bank of America September 2006 - July 2012
Victorias Secret Stores July 2001 - August 2006
Restoration Hardware October 2003 - April 2005
Skills
Customer Service & Sales, Promoting, Visual Merchandising, Verbal De-escalation, Training, Product Knowledge, Fraud..., Phone Etiquette, Client Counseling, Account Management, Corporate Software, Solid computer skills, General Office Skills
Education
University of East Anglia 2002 — 2003
Bachelor of Arts (BA), Theatre Arts
UC Santa Barbara 2001 — 2002
Bachelor of Arts (BA), Drama and Dramatics/Theatre Arts, General
Kathi Normington's Bank of America Experience February 2010 - August 2011
Job Production Manager at Opes Advisors
Industry Financial Services
Experience
Opes Advisors August 2011 - Present
Bank of America February 2010 - August 2011
MetLife Home Loans June 2003 - February 2010
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Sociology
Opes Advisors August 2011 - Present
Bank of America February 2010 - August 2011
MetLife Home Loans June 2003 - February 2010
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Sociology
Trudy Bell's Bank of America Experience October 2005 - January 2009
Job Experienced Leader in Retail Banking and Brokerage Compliance
Industry Banking
Experience
Santa Barbara Bank & Trust December 2009 - May 2013
Bank of America October 2005 - January 2009
Bank of America October 2004 - October 2005
Bank of America July 2002 - October 2004
Bank of America April 2000 - July 2002
Skills
Banking, Leadership, Credit Analysis, Retail Banking, Risk Management, Management, Recruiting, CRM, Credit, Portfolio Management, Investments, Finance, Teaching, Credit Risk, Mortgage Lending, Loans, Motivation
Education
State of California 1998 — 1999
Designated Subjects Clear Teaching Credential, Banking Operations
University of California, Santa Barbara 1974 — 1977
Bachelor of Arts (B.A.), Sociology
Santa Barbara Bank & Trust December 2009 - May 2013
Bank of America October 2005 - January 2009
Bank of America October 2004 - October 2005
Bank of America July 2002 - October 2004
Bank of America April 2000 - July 2002
Skills
Banking, Leadership, Credit Analysis, Retail Banking, Risk Management, Management, Recruiting, CRM, Credit, Portfolio Management, Investments, Finance, Teaching, Credit Risk, Mortgage Lending, Loans, Motivation
Education
State of California 1998 — 1999
Designated Subjects Clear Teaching Credential, Banking Operations
University of California, Santa Barbara 1974 — 1977
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS