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
Matt Neam Matt Neam's Bank of America Experience February 2009 - June 2011
Job Mortgage Consultant at On Q Financial, Inc.
Industry Financial Services
Experience
On Q Financial, Inc. July 2011 - Present
Bank of America February 2009 - June 2011
Skills
Customer Service, Outlook, Research, Social Media, Marketing, Sales, Investment Properties, Management, Real Estate, Social Networking, Conventional Financing, FHA Financing, VA Loans, Debt Management, Residential Mortgages, Real Estate Financing
Education
University of Colorado Boulder
Bachelor of Arts (B.A.)
On Q Financial, Inc. July 2011 - Present
Bank of America February 2009 - June 2011
Skills
Customer Service, Outlook, Research, Social Media, Marketing, Sales, Investment Properties, Management, Real Estate, Social Networking, Conventional Financing, FHA Financing, VA Loans, Debt Management, Residential Mortgages, Real Estate Financing
Education
University of Colorado Boulder
Bachelor of Arts (B.A.)
Debra Archer Debra Archer's Bank of America Experience August 2009 - June 2012
Job Home Mortgage Consultant at Wells Fargo NMLSR#514805, Colorado Originator MLO#100043786, UST certification
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
Cherry Creek Mortgage Co., Inc. June 2012 - May 2014
Bank of America August 2009 - June 2012
Interbay Funding March 2007 - May 2008
Aegis Funding 2006 - 2007
Finance America 2000 - 2006
Finance America/BNC Mortgage - Lehman Brothers 2000 - 2006
Skills
Loan Origination, Leadership, Mortgage Banking, Mortgage Lending, Loans, Credit, Refinance, Banking, FHA, VA loans, Credit Analysis, Underwriting, Investment Properties
Education
University of Colorado at Denver
BS Business, International Business
Wells Fargo May 2014 - Present
Cherry Creek Mortgage Co., Inc. June 2012 - May 2014
Bank of America August 2009 - June 2012
Interbay Funding March 2007 - May 2008
Aegis Funding 2006 - 2007
Finance America 2000 - 2006
Finance America/BNC Mortgage - Lehman Brothers 2000 - 2006
Skills
Loan Origination, Leadership, Mortgage Banking, Mortgage Lending, Loans, Credit, Refinance, Banking, FHA, VA loans, Credit Analysis, Underwriting, Investment Properties
Education
University of Colorado at Denver
BS Business, International Business
Donna Whitten Donna Whitten's Bank of America Experience April 1995 - March 1998
Job Senior Manager of Finance & Accounting
Industry Accounting
Experience
Arizona Culinary Institute August 2013 - Present
Sprouts Farmers Market 2007 - 2012
CVS Caremark Corporation April 2001 - April 2005
The MENTOR Network March 1998 - December 2000
Bank of America April 1995 - March 1998
Skills
Financial Analysis, Forecasting, Accounting, Financial Reporting, Budgets, Internal Controls, Accounts Receivable, Auditing, Project Management, Customer Service, Financial Modeling, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, Building Relationships, Problem Solving, Management, Account Reconciliation, Finance, Internal Audit, Financial Accounting, Sarbanes-Oxley
Education
University of Phoenix 2001 — 2003
MBA/eBusiness, Business Administration, Management and Operations
University of Colorado at Denver
B.S., Accounting
Arizona Culinary Institute August 2013 - Present
Sprouts Farmers Market 2007 - 2012
CVS Caremark Corporation April 2001 - April 2005
The MENTOR Network March 1998 - December 2000
Bank of America April 1995 - March 1998
Skills
Financial Analysis, Forecasting, Accounting, Financial Reporting, Budgets, Internal Controls, Accounts Receivable, Auditing, Project Management, Customer Service, Financial Modeling, Process Improvement, Mergers & Acquisitions, Sarbanes-Oxley Act, Due Diligence, Building Relationships, Problem Solving, Management, Account Reconciliation, Finance, Internal Audit, Financial Accounting, Sarbanes-Oxley
Education
University of Phoenix 2001 — 2003
MBA/eBusiness, Business Administration, Management and Operations
University of Colorado at Denver
B.S., Accounting
Ryan Black Ryan Black's Bank of America Experience June 2000 - August 2008
Job Partner at Perimeter Commercial Real Estate
Industry Financial Services
Experience
Perimeter Commercial Real Estate October 2014 - Present
RG Real Estate May 2014 - October 2014
JPM Chase/ Wells Fargo May 2009 - May 2014
Bank of America June 2000 - August 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Banking, FHA, Residential Mortgages, Refinance, Credit Analysis, Underwriting, Risk Management, Mortgage Underwriting, USDA, Consumer Lending, FHA financing, VA loans, Sales, Real Estate, Investment Properties, Management
Education
University of Colorado at Boulder
Bachelor's degree, ES, Economics
Perimeter Commercial Real Estate October 2014 - Present
RG Real Estate May 2014 - October 2014
JPM Chase/ Wells Fargo May 2009 - May 2014
Bank of America June 2000 - August 2008
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Banking, FHA, Residential Mortgages, Refinance, Credit Analysis, Underwriting, Risk Management, Mortgage Underwriting, USDA, Consumer Lending, FHA financing, VA loans, Sales, Real Estate, Investment Properties, Management
Education
University of Colorado at Boulder
Bachelor's degree, ES, Economics
Ryan Vermilio Ryan Vermilio's Bank of America Experience September 2009 - Present
Job Information Specialist
Industry Information Technology and Services
Experience
Bank of America September 2009 - Present
Bank of America March 2009 - September 2009
Bank of America August 2007 - March 2009
Bank of America March 2004 - August 2007
JPMorgan Chase (formerly Bank One) 2001 - 2003
JPMorgan Chase (formerly Bank One) 2000 - 2001
Skills
User Experience Testing, Microsoft Office, SPSS, SQL, PowerPivot, Forecasting, Microsoft Access, Quantitative Research, Ad Hoc Reporting, Leadership, Software Development..., Data Analysis, Time Management, Microsoft Excel, Data Systems, HP Application..., Predictive Analytics, Python, Project Management, Business Intelligence..., Managing Project Budgets, Banking, Mortgage Lending, Finance, Loans, Underwriting, Residential Mortgages, Credit Analysis, FHA, Credit, Loan Origination, Risk Management, Mortgage Banking, Financial Analysis, Refinance, Regulatory Audits, Compliance, Process Improvement, Nexus, COMIT (Enterprise..., SDLC, Analysis, Access, Business Intelligence
Education
University of Colorado Denver
Master of Science (MS), Information Systems
University of Colorado Denver
Master of Science (MS), Business Analytics
University of North Texas 2010 — 2012
Master of Science (MS), Kinesiology and Exercise Science, 4.0
The University of Texas at Dallas 1994 — 2003
Bachelor of Science (B.S.), Business Administration and Management Information Systems, 3.5
Bank of America September 2009 - Present
Bank of America March 2009 - September 2009
Bank of America August 2007 - March 2009
Bank of America March 2004 - August 2007
JPMorgan Chase (formerly Bank One) 2001 - 2003
JPMorgan Chase (formerly Bank One) 2000 - 2001
Skills
User Experience Testing, Microsoft Office, SPSS, SQL, PowerPivot, Forecasting, Microsoft Access, Quantitative Research, Ad Hoc Reporting, Leadership, Software Development..., Data Analysis, Time Management, Microsoft Excel, Data Systems, HP Application..., Predictive Analytics, Python, Project Management, Business Intelligence..., Managing Project Budgets, Banking, Mortgage Lending, Finance, Loans, Underwriting, Residential Mortgages, Credit Analysis, FHA, Credit, Loan Origination, Risk Management, Mortgage Banking, Financial Analysis, Refinance, Regulatory Audits, Compliance, Process Improvement, Nexus, COMIT (Enterprise..., SDLC, Analysis, Access, Business Intelligence
Education
University of Colorado Denver
Master of Science (MS), Information Systems
University of Colorado Denver
Master of Science (MS), Business Analytics
University of North Texas 2010 — 2012
Master of Science (MS), Kinesiology and Exercise Science, 4.0
The University of Texas at Dallas 1994 — 2003
Bachelor of Science (B.S.), Business Administration and Management Information Systems, 3.5
Cory Hughes's Bank of America Experience October 2007 - January 2008
Job Lead Developer at Tipsy Elves
Industry Internet
Experience
Tipsy Elves September 2014 - Present
Black Cove Media / Black Cove Brands LLC December 2008 - Present
Gazillion Entertainment September 2012 - September 2014
Kickwax Limited August 2012 - July 2014
Orange Collar Media January 2012 - September 2012
CoBiz Financial, Inc. January 2008 - November 2010
Bank of America October 2007 - January 2008
LaSalle Bank January 2005 - October 2007
Skills
Magento, Wordpress, HTML 5, PHP, CSS3, XML, OOP, JavaScript, E-commerce, Web Development, HTML, jQuery, CSS, MySQL, User Experience, Information Architecture, SQL, WordPress, Apache, Git, Mobile Applications, Web Applications, HTML5
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bus. Admin., Finance, Accounting, Economics
Tipsy Elves September 2014 - Present
Black Cove Media / Black Cove Brands LLC December 2008 - Present
Gazillion Entertainment September 2012 - September 2014
Kickwax Limited August 2012 - July 2014
Orange Collar Media January 2012 - September 2012
CoBiz Financial, Inc. January 2008 - November 2010
Bank of America October 2007 - January 2008
LaSalle Bank January 2005 - October 2007
Skills
Magento, Wordpress, HTML 5, PHP, CSS3, XML, OOP, JavaScript, E-commerce, Web Development, HTML, jQuery, CSS, MySQL, User Experience, Information Architecture, SQL, WordPress, Apache, Git, Mobile Applications, Web Applications, HTML5
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
Bus. Admin., Finance, Accounting, Economics
Gary Archuleta's Bank of America Experience March 2013 - Present
Job Program Lead Digital Banking at Bank of the West
Industry Financial Services
Experience
Bank of the West March 2015 - Present
Bank of America March 2013 - Present
Green Dog Rescue Project, Inc. - A 501 3(c) - Not for Profit Corporation February 2013 - Present
Bank of America December 2011 - March 2013
Bank of America February 2011 - December 2011
Bank of America August 2010 - February 2011
Bank of America September 2009 - August 2010
Bank of America August 2007 - September 2009
Bank of America June 2006 - August 2007
Bank of America April 2005 - June 2006
Skills
Six Sigma Green Belt -..., Helix Certified..., TQM (Total Quality..., Blanchard Situational..., SDLC - Software..., Process Improvement, Business Process..., Business Process..., Business Process Design, Legal Compliance, Standards Compliance, Online Marketing, Digital Marketing, Marketing Operations, Project Portfolio..., Software Project..., Large Scale Deployments, Banking, Call Center, Contact Management, Six Sigma, Facilitators, Online Advertising, Business Process, Call Centers, Change Management, Strategy, Analytics, Risk Management, SDLC, Leadership, Financial Services, Vendor Management, Portfolio Management, Project Management, Integration, E-commerce, Management, Analysis, Requirements Gathering, Outsourcing, Project Delivery, Software Documentation, Governance, Business Requirements, Team Management, PMO, Business Analysis, Program Management, Relationship Management
Education
University of Colorado at Denver 1987 — 1992
BA, Communication
Regis Jesuit High School 1983 — 1987
Diploma, College Prepatory
Bank of the West March 2015 - Present
Bank of America March 2013 - Present
Green Dog Rescue Project, Inc. - A 501 3(c) - Not for Profit Corporation February 2013 - Present
Bank of America December 2011 - March 2013
Bank of America February 2011 - December 2011
Bank of America August 2010 - February 2011
Bank of America September 2009 - August 2010
Bank of America August 2007 - September 2009
Bank of America June 2006 - August 2007
Bank of America April 2005 - June 2006
Skills
Six Sigma Green Belt -..., Helix Certified..., TQM (Total Quality..., Blanchard Situational..., SDLC - Software..., Process Improvement, Business Process..., Business Process..., Business Process Design, Legal Compliance, Standards Compliance, Online Marketing, Digital Marketing, Marketing Operations, Project Portfolio..., Software Project..., Large Scale Deployments, Banking, Call Center, Contact Management, Six Sigma, Facilitators, Online Advertising, Business Process, Call Centers, Change Management, Strategy, Analytics, Risk Management, SDLC, Leadership, Financial Services, Vendor Management, Portfolio Management, Project Management, Integration, E-commerce, Management, Analysis, Requirements Gathering, Outsourcing, Project Delivery, Software Documentation, Governance, Business Requirements, Team Management, PMO, Business Analysis, Program Management, Relationship Management
Education
University of Colorado at Denver 1987 — 1992
BA, Communication
Regis Jesuit High School 1983 — 1987
Diploma, College Prepatory
Matt Pico Matt Pico's Bank of America Experience September 1986 - April 2014
Job Consultant at Matt Pico Software Services
Industry Financial Services
Experience
Matt Pico Software Services April 2014 - Present
Bank of America September 1986 - April 2014
Skills
Python, Natural Language..., VUI design and analysis, C++, DLL design, coding ...., Edify scripting..., PL/SQL (used for Oracle..., MS SQL scripts (used..., VXML/CCXML, Scripting, SDLC, Computer Science, Perl
Education
University of Colorado Boulder 2004 — 2012
ME -- Masters of Engineering, Computer Science, emphasis on Natural Language Processing, GPA A-
Matt Pico Software Services April 2014 - Present
Bank of America September 1986 - April 2014
Skills
Python, Natural Language..., VUI design and analysis, C++, DLL design, coding ...., Edify scripting..., PL/SQL (used for Oracle..., MS SQL scripts (used..., VXML/CCXML, Scripting, SDLC, Computer Science, Perl
Education
University of Colorado Boulder 2004 — 2012
ME -- Masters of Engineering, Computer Science, emphasis on Natural Language Processing, GPA A-
Jay Carter Jay Carter's Bank of America Experience 1989 - 1996
Job Mergers & Acquisitions I Capital Raising I Exit Planning Managing Partner, The JL Carter Group, LLC
Industry Financial Services
Experience
The JL Carter Group, LLC 2012 - Present
Greer & Walker Corporate Finance, LLC 2008 - October 2012
Remington Capital Securities, LLC April 1996 - September 2008
Bank of America 1989 - 1996
First National Bank of Santa Fe 1986 - 1989
Skills
Mergers, Business Planning, Venture Capital, Strategic Planning, Restructuring, Business Strategy, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Entrepreneurship, Strategy Development, Asset Management, Financial Planning, Financial Modeling, Risk Management, Investment Banking, Business Valuation, Small Business, Management Consulting, Budgeting, Valuation, Negotiation, Start-ups, Entrepreneur, Financial Management, Credit, Asset Managment, Strategic Financial..., Banking, Investments, Strategy, Private Placements, Mergers & Acquisitions, Financial Structuring, Managerial Finance, Executive Management, Budgets, Management
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
BS, Finance
The JL Carter Group, LLC 2012 - Present
Greer & Walker Corporate Finance, LLC 2008 - October 2012
Remington Capital Securities, LLC April 1996 - September 2008
Bank of America 1989 - 1996
First National Bank of Santa Fe 1986 - 1989
Skills
Mergers, Business Planning, Venture Capital, Strategic Planning, Restructuring, Business Strategy, Corporate Finance, Due Diligence, Financial Analysis, Private Equity, Entrepreneurship, Strategy Development, Asset Management, Financial Planning, Financial Modeling, Risk Management, Investment Banking, Business Valuation, Small Business, Management Consulting, Budgeting, Valuation, Negotiation, Start-ups, Entrepreneur, Financial Management, Credit, Asset Managment, Strategic Financial..., Banking, Investments, Strategy, Private Placements, Mergers & Acquisitions, Financial Structuring, Managerial Finance, Executive Management, Budgets, Management
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
BS, Finance
Thomas Waldron's Bank of America Experience August 2013 - December 2014
Job We should talk! Looking for a challenging Technology Leadership opportunity in an innovative organization.
Industry Financial Services
Experience
Token December 2014 - September 2015
Bank of America August 2013 - December 2014
Bank of America February 2012 - August 2013
Bank of America October 2010 - February 2012
Bank of America Merrill Lynch March 2010 - October 2010
Bank of America July 2009 - March 2010
Bank of America January 2006 - July 2009
TriWest Healthcare Alliance May 2001 - July 2004
Aanavrin Web Design October 2000 - April 2001
Skills
.NET, FinTech, Enterprise Architecture, Solution Architecture, Domain Modeling, Software Development, Payment Industry, Software Design Patterns, Mobile Payments, Team Leadership, Web Development, Payment Card Processing, Management, C#, Microsoft SQL Server, Start-ups, SOA, NoSQL, Azure, Java Enterprise Edition, System Architecture, Amazon Web Services..., Application Lifecycle..., Application Security, Web Application Security, Web Applications, TFS, Credit Cards, Bootstrap, Banking, Debit Cards, eCommerce, Payments, Bitcoin, jQuery, Integration, SDLC, SWIFT Payments, AKKA.NET, Agile Methodologies
Education
University of Colorado Boulder
University of North Carolina at Greensboro
Token December 2014 - September 2015
Bank of America August 2013 - December 2014
Bank of America February 2012 - August 2013
Bank of America October 2010 - February 2012
Bank of America Merrill Lynch March 2010 - October 2010
Bank of America July 2009 - March 2010
Bank of America January 2006 - July 2009
TriWest Healthcare Alliance May 2001 - July 2004
Aanavrin Web Design October 2000 - April 2001
Skills
.NET, FinTech, Enterprise Architecture, Solution Architecture, Domain Modeling, Software Development, Payment Industry, Software Design Patterns, Mobile Payments, Team Leadership, Web Development, Payment Card Processing, Management, C#, Microsoft SQL Server, Start-ups, SOA, NoSQL, Azure, Java Enterprise Edition, System Architecture, Amazon Web Services..., Application Lifecycle..., Application Security, Web Application Security, Web Applications, TFS, Credit Cards, Bootstrap, Banking, Debit Cards, eCommerce, Payments, Bitcoin, jQuery, Integration, SDLC, SWIFT Payments, AKKA.NET, Agile Methodologies
Education
University of Colorado Boulder
University of North Carolina at Greensboro
Sara Krol's Bank of America Experience June 2011 - May 2012
Job Consumer Marketing Coordinator at Esquire Network
Industry Entertainment
Experience
Esquire Network July 2015 - Present
NBCUniversal, Inc. May 2012 - June 2015
Bank of America June 2011 - May 2012
Skills
Press Releases, Marketing, Editing, Social Media Marketing, Event Management, Event Planning, Economics, Finance
Education
University of Colorado at Boulder 2007 — 2011
BA, Economics
Esquire Network July 2015 - Present
NBCUniversal, Inc. May 2012 - June 2015
Bank of America June 2011 - May 2012
Skills
Press Releases, Marketing, Editing, Social Media Marketing, Event Management, Event Planning, Economics, Finance
Education
University of Colorado at Boulder 2007 — 2011
BA, Economics
Matt Russo's Bank of America Experience June 2015 - Present
Job Operations Management Intern at Bank of America
Industry Military
Experience
Bank of America June 2015 - Present
United States Army National Guard May 2007 - Present
Skills
Intelligence Analysis, Analytics, Project Management, Management, Team Leadership, Leadership Development, Risk Management, Analysis, Project Planning, Physical Security
Education
University of Notre Dame 2014 — 2016
Master of Business Administration (M.B.A.)
University of Connecticut 2005 — 2009
Bachelor's Degree, Political Science and Government
Bank of America June 2015 - Present
United States Army National Guard May 2007 - Present
Skills
Intelligence Analysis, Analytics, Project Management, Management, Team Leadership, Leadership Development, Risk Management, Analysis, Project Planning, Physical Security
Education
University of Notre Dame 2014 — 2016
Master of Business Administration (M.B.A.)
University of Connecticut 2005 — 2009
Bachelor's Degree, Political Science and Government
Mary Duffy Yoho Mary Duffy Yoho's Bank of America Experience September 1980 - September 2014
Job Career & Technical Educations Specialist at Tempe Union High School District
Industry Banking
Experience
Tempe Union High School District September 2015 - Present
Tempe Union High School District March 2015 - August 2015
Bank of America September 1980 - September 2014
Bank of America September 1980 - June 2011
Skills
Banking, Payments, Commercial Banking, Financial Risk, Portfolio Management, Financial Services, Credit Cards, Risk Management
Education
University Of Northern Arizona 2007 — 2009
Bachelor of Arts (BA), Organizational Communication, General
University of Colorado Boulder
Bachelor of Arts (BA), Social Sciences
Tempe Union High School District September 2015 - Present
Tempe Union High School District March 2015 - August 2015
Bank of America September 1980 - September 2014
Bank of America September 1980 - June 2011
Skills
Banking, Payments, Commercial Banking, Financial Risk, Portfolio Management, Financial Services, Credit Cards, Risk Management
Education
University Of Northern Arizona 2007 — 2009
Bachelor of Arts (BA), Organizational Communication, General
University of Colorado Boulder
Bachelor of Arts (BA), Social Sciences
Pamela Hanson-Medina Pamela Hanson-Medina's Bank of America Experience July 2000 - May 2009
Job Private Banking / Wealth Management / Commercial, Business and Personal Lending
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Wells Fargo July 2013 - Present
Union Bank January 2013 - July 2013
Santa Barbara Bank & Trust February 2012 - January 2013
Santa Barbara Bank & Trust February 2010 - February 2012
Santa Barbara Bank & Trust May 2009 - February 2010
Bank of America July 2000 - May 2009
Wells Fargo July 1999 - July 2000
Wells Fargo January 1997 - July 1999
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Uniform Combined State..., Investments, Portfolio Management, Financial Services, Banking, Credit, Wealth Management, Commercial Banking, Retail Banking, Investment Management, Small Business Lending, Commercial Lending, Consumer Lending, Wealth, High Net Worth..., Lines Of Credit, Asset Allocation, Mutual Funds, Mortgage Lending, Retirement Planning, Relationship Management, Asset Management, Fixed Income, Deposits, Cash Management, Equities, Private Banking, Loans, Investment Advisory
Education
University of Colorado at Boulder
Undergraduate studies / Cultural Anthropology and Business
Jim Morrissey Jim Morrissey's Bank of America Experience May 2013 - July 2013
Job Netezza Architect / KLATencor
Industry Computer Software
Experience
KLA-Tencor August 2013 - Present
Bank of America May 2013 - July 2013
Vertica Systems March 2011 - December 2012
Oracle June 2010 - March 2011
Teradata March 2008 - December 2009
Greenplum January 2007 - February 2008
Netezza December 2002 - December 2005
Informix 1996 - 2000
Skills
Big Data, Enterprise Software, Cloud Computing, Data Warehousing, Business Intelligence, Databases, Security, Netezza, DB2, SaaS, Hadoop
Education
University of Colorado at Denver
BSEE, 1989, Electrical Engineering
KLA-Tencor August 2013 - Present
Bank of America May 2013 - July 2013
Vertica Systems March 2011 - December 2012
Oracle June 2010 - March 2011
Teradata March 2008 - December 2009
Greenplum January 2007 - February 2008
Netezza December 2002 - December 2005
Informix 1996 - 2000
Skills
Big Data, Enterprise Software, Cloud Computing, Data Warehousing, Business Intelligence, Databases, Security, Netezza, DB2, SaaS, Hadoop
Education
University of Colorado at Denver
BSEE, 1989, Electrical Engineering
Jack Ren Jack Ren's Bank of America Experience October 2014 - Present
Job QA/Tester/Developer at Bank of America
Industry Information Technology and Services
Experience
Bank of America October 2014 - Present
FDM Group June 2014 - Present
Wyle November 2011 - November 2012
Alcohol and Tobacco Tax and Trade Bureau November 2011 - November 2012
Skills
Java, HTML, Databases, Microsoft Office, Microsoft Excel, MySQL, SDLC, Scrum, Microsoft Word, Windows, PowerPoint, Microsoft SQL Server, Software Development, CSS, OS X, Visio, HP QTP, HP Quality Center, Agile Methodologies
Education
The University of Connecticut 2008 — 2013
Bachelor of Arts (BA), Cognitive Science
Bank of America October 2014 - Present
FDM Group June 2014 - Present
Wyle November 2011 - November 2012
Alcohol and Tobacco Tax and Trade Bureau November 2011 - November 2012
Skills
Java, HTML, Databases, Microsoft Office, Microsoft Excel, MySQL, SDLC, Scrum, Microsoft Word, Windows, PowerPoint, Microsoft SQL Server, Software Development, CSS, OS X, Visio, HP QTP, HP Quality Center, Agile Methodologies
Education
The University of Connecticut 2008 — 2013
Bachelor of Arts (BA), Cognitive Science
Anastasa Vlahopoulos Anastasa Vlahopoulos's Bank of America Experience October 2012 - May 2013
Job Operations Associate at Private Client Resources, LLC
Industry Financial Services
Experience
Private Client Resources, LLC May 2013 - Present
Kopec & Associates December 2011 - September 2013
Bank of America October 2012 - May 2013
A&A Restaurant June 2006 - May 2013
Skills
Excel, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Excel, QuickBooks, Access, Accounting, Management, Sales, Financial Analysis, Microsoft Word, Finance, Data Analysis, Banking, Analysis
Education
University of Hartford 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.528 GPA
Private Client Resources, LLC May 2013 - Present
Kopec & Associates December 2011 - September 2013
Bank of America October 2012 - May 2013
A&A Restaurant June 2006 - May 2013
Skills
Excel, PowerPoint, Microsoft Office, Account Reconciliation, Microsoft Excel, QuickBooks, Access, Accounting, Management, Sales, Financial Analysis, Microsoft Word, Finance, Data Analysis, Banking, Analysis
Education
University of Hartford 2012 — 2014
Master of Business Administration (MBA)
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.528 GPA
Phil Richman's Bank of America Experience June 1996 - June 1999
Job Executive Vice President, CFP® at TenBridge Partners LLC
Industry Financial Services
Experience
TenBridge Partners, LLC April 2012 - Present
Wells Fargo Advisors April 2002 - April 2012
Bank of America June 1996 - June 1999
Skills
Retirement Planning, Strategic Planning, Business Development, Personal Financial..., Marketing, Public Speaking, Non-profits
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1995
B.S.
University of Oregon - Charles H. Lundquist College of Business 1999 — 2001
M.B.A.
TenBridge Partners, LLC April 2012 - Present
Wells Fargo Advisors April 2002 - April 2012
Bank of America June 1996 - June 1999
Skills
Retirement Planning, Strategic Planning, Business Development, Personal Financial..., Marketing, Public Speaking, Non-profits
Education
University of Colorado Boulder - Leeds School of Business 1991 — 1995
B.S.
University of Oregon - Charles H. Lundquist College of Business 1999 — 2001
M.B.A.
Ben Kempf's Bank of America Experience August 2012 - Present
Job Vice President, Sr. Commercial Client Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2012 - Present
TD Auto Finance 2007 - April 2011
Chrysler Financial 2005 - 2007
Chrysler Financial 2003 - 2005
Chrysler Financial 2002 - 2003
Chrysler Financial 2000 - 2002
Chrysler Financial 1998 - 2000
Chrysler Financial 1997 - 1998
Chrysler Financial 1993 - 1997
Chrysler Financial 1989 - 1993
Skills
Negotiation, Business Development, Credit, Financial Analysis, Loans, Management, Operations Management, Risk Management, Portfolio Management, Training, Underwriting, Budgets, Loan Origination, Relationship Management, Strategic Planning, Credit Analysis
Education
University of Colorado at Denver 2003 — 2008
MBA, Finance
Texas Lutheran University 1980 — 1984
BA, Marketing and Management
Bank of America August 2012 - Present
TD Auto Finance 2007 - April 2011
Chrysler Financial 2005 - 2007
Chrysler Financial 2003 - 2005
Chrysler Financial 2002 - 2003
Chrysler Financial 2000 - 2002
Chrysler Financial 1998 - 2000
Chrysler Financial 1997 - 1998
Chrysler Financial 1993 - 1997
Chrysler Financial 1989 - 1993
Skills
Negotiation, Business Development, Credit, Financial Analysis, Loans, Management, Operations Management, Risk Management, Portfolio Management, Training, Underwriting, Budgets, Loan Origination, Relationship Management, Strategic Planning, Credit Analysis
Education
University of Colorado at Denver 2003 — 2008
MBA, Finance
Texas Lutheran University 1980 — 1984
BA, Marketing and Management
Patrice Yamato CRMS Patrice Yamato CRMS's Bank of America Experience September 2013 - May 2015
Job Assistant Vice President, Mortgage Lending Manager at IBERIABANK MORTGAGE. NMLS#322244
Industry Financial Services
Experience
IBERIABANK MORTGAGE June 2015 - Present
Bank of America September 2013 - May 2015
Wells Fargo Home Mortgage July 2011 - September 2013
Mortgage Bankers Association of Jacksonville June 2011 - June 2012
Plaza Home Mortgage August 2010 - July 2011
Plaza Mortgage Group of Florida June 1995 - August 2010
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Sales Management, Real Estate, Residential Mortgages, Refinance, Loans, Underwriting, FHA, Customer Service, USDA, Credit, Commercial Lending, First Time Home Buyers, Banking, Salesforce.com, Investment Properties, Investments, Short Sales, Construction Loans, Reverse Mortgages, FHA financing, Consumer Lending, VA loans, Government Loans, Mortgage Underwriting, Commercial Mortgages, Credit Analysis, Mortgage Servicing, Real Estate Financing, Certified Mortgage..., Home Equity Loans, Loss Mitigation, Real Estate Economics, Home Equity Lines of..., Loan Servicing, Mortgage Marketing, Small Business Lending
Education
University of Colorado at Colorado Springs
Business Administration
IBERIABANK MORTGAGE June 2015 - Present
Bank of America September 2013 - May 2015
Wells Fargo Home Mortgage July 2011 - September 2013
Mortgage Bankers Association of Jacksonville June 2011 - June 2012
Plaza Home Mortgage August 2010 - July 2011
Plaza Mortgage Group of Florida June 1995 - August 2010
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Sales Management, Real Estate, Residential Mortgages, Refinance, Loans, Underwriting, FHA, Customer Service, USDA, Credit, Commercial Lending, First Time Home Buyers, Banking, Salesforce.com, Investment Properties, Investments, Short Sales, Construction Loans, Reverse Mortgages, FHA financing, Consumer Lending, VA loans, Government Loans, Mortgage Underwriting, Commercial Mortgages, Credit Analysis, Mortgage Servicing, Real Estate Financing, Certified Mortgage..., Home Equity Loans, Loss Mitigation, Real Estate Economics, Home Equity Lines of..., Loan Servicing, Mortgage Marketing, Small Business Lending
Education
University of Colorado at Colorado Springs
Business Administration
Beverly Ailiff Beverly Ailiff's Bank of America Experience November 2000 - April 2012
Job Music Teacher at Beverly's Piano Studio
Industry Banking
Experience
Beverly's Piano Studio October 2011 - Present
Bank of America November 2000 - April 2012
Skills
Marketing, Product Management, Banking
Education
University of Colorado at Denver 1991 — 1995
Bachelor of Science, Business Administration
Beverly's Piano Studio October 2011 - Present
Bank of America November 2000 - April 2012
Skills
Marketing, Product Management, Banking
Education
University of Colorado at Denver 1991 — 1995
Bachelor of Science, Business Administration
Neil Fritts Neil Fritts's Bank of America Experience August 1987 - July 1992
Job Vice President/Commercial Lending at California Bank & Trust
Industry Banking
Experience
California Bank & Trust November 1992 - Present
Bank of America August 1987 - July 1992
Skills
Commercial Lending, Lines Of Credit, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Credit, Financial Analysis, Portfolio Management, Credit Risk, Underwriting, Small Business
Education
University of Colorado at Denver 1979 — 1984
B.S., Management, Finance
California Bank & Trust November 1992 - Present
Bank of America August 1987 - July 1992
Skills
Commercial Lending, Lines Of Credit, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Loans, Credit, Financial Analysis, Portfolio Management, Credit Risk, Underwriting, Small Business
Education
University of Colorado at Denver 1979 — 1984
B.S., Management, Finance
Guillermo Kopp's Bank of America Experience May 2013 - August 2013
Job Marketing Data Analyst at Medscape
Industry Information Technology and Services
Experience
Medscape March 2014 - Present
Deutsche Bank September 2013 - March 2014
Bank of America May 2013 - August 2013
GE Capital October 2012 - May 2013
Establecimiento Las Marias July 2011 - July 2012
Conservation Land Trust October 2011 - October 2011
Connecticut Department of Environmental Protection September 2010 - December 2010
United States Air Force June 2005 - November 2010
University of Connecticut January 2010 - May 2010
Procter & Gamble (Clairol) March 2005 - June 2005
Skills
Data Analysis, Research, VBA, Microsoft Excel, ArcGIS, Data Mining, Critical Thinking, SQL, MS Access, Data Visualization, Data Collection, PowerPoint, Business Operations, Bilingual, Latin America, Scientific Literature..., Customer Service, Multicultural, Spatial Analysis, Agricultural Research, Wildlife Conservation, Conservation Biology, Population Ecology, Online Research, GIS, Community Ecology, Molecular Genetics, LATAM, Access
Education
The University of Connecticut 2009 — 2011
M.S, Conservation and Biodiversity
The University of Connecticut 2001 — 2004
B.S, Molecular and Cell Biology
Medscape March 2014 - Present
Deutsche Bank September 2013 - March 2014
Bank of America May 2013 - August 2013
GE Capital October 2012 - May 2013
Establecimiento Las Marias July 2011 - July 2012
Conservation Land Trust October 2011 - October 2011
Connecticut Department of Environmental Protection September 2010 - December 2010
United States Air Force June 2005 - November 2010
University of Connecticut January 2010 - May 2010
Procter & Gamble (Clairol) March 2005 - June 2005
Skills
Data Analysis, Research, VBA, Microsoft Excel, ArcGIS, Data Mining, Critical Thinking, SQL, MS Access, Data Visualization, Data Collection, PowerPoint, Business Operations, Bilingual, Latin America, Scientific Literature..., Customer Service, Multicultural, Spatial Analysis, Agricultural Research, Wildlife Conservation, Conservation Biology, Population Ecology, Online Research, GIS, Community Ecology, Molecular Genetics, LATAM, Access
Education
The University of Connecticut 2009 — 2011
M.S, Conservation and Biodiversity
The University of Connecticut 2001 — 2004
B.S, Molecular and Cell Biology
David Halseth's Bank of America Experience 1989 - 1993
Job Principal at Strategies LLC
Industry Financial Services
Experience
Strategies, LLC - Denver 1993 - Present
Bank of America 1989 - 1993
Skills
Investments, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Leadership, Financial Advisory, Asset Allocation, Profit Sharing, Mergers & Acquisitions, Defined Benefit, 401k, Defined Contribution, Retirement Plan...
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1989
Finance
Strategies, LLC - Denver 1993 - Present
Bank of America 1989 - 1993
Skills
Investments, Retirement Planning, Investment Advisory, Mutual Funds, Retirement, Leadership, Financial Advisory, Asset Allocation, Profit Sharing, Mergers & Acquisitions, Defined Benefit, 401k, Defined Contribution, Retirement Plan...
Education
University of Colorado Boulder - Leeds School of Business 1985 — 1989
Finance
Susan (Weinkauf) Allred Susan (Weinkauf) Allred's Bank of America Experience March 2013 - Present
Job at
Industry Insurance
Experience
National General Insurance June 2014 - Present
Bank of America March 2013 - Present
Bank of America March 2013 - Present
Wells Fargo November 2010 - March 2013
Wells Fargo February 2010 - November 2010
JPMorgan Chase October 2006 - February 2010
Washington Mutual February 2003 - October 2006
Washinton Mutual February 1999 - February 2003
Misercordia Home North October 1996 - February 1999
Skills
Software Documentation, Quality Assurance, Testing, Process Improvement, Disaster Recovery, Analysis, Project Management, Data Analysis, Quality Center, Cross-functional Team..., SDLC, Business Analysis, Banking, Requirements Gathering, Visio
Education
University of Colorado Colorado Springs 1992 — 1995
Information Technology
National General Insurance June 2014 - Present
Bank of America March 2013 - Present
Bank of America March 2013 - Present
Wells Fargo November 2010 - March 2013
Wells Fargo February 2010 - November 2010
JPMorgan Chase October 2006 - February 2010
Washington Mutual February 2003 - October 2006
Washinton Mutual February 1999 - February 2003
Misercordia Home North October 1996 - February 1999
Skills
Software Documentation, Quality Assurance, Testing, Process Improvement, Disaster Recovery, Analysis, Project Management, Data Analysis, Quality Center, Cross-functional Team..., SDLC, Business Analysis, Banking, Requirements Gathering, Visio
Education
University of Colorado Colorado Springs 1992 — 1995
Information Technology
Sarah Doudna Sarah Doudna's Bank of America Experience May 2014 - Present
Job Office Manager at STEAK Corporation
Industry Research
Experience
Bank of America May 2014 - Present
360i (Formerly STEAK Corporation) September 2012 - Present
GoodTemps January 2012 - September 2012
Columbia University 2009 - 2011
Gotham Chamber Opera November 2008 - 2009
Ambassador Jean Kennedy Smith February 2003 - November 2008
Greenberg Traurig, LLP September 2002 - February 2003
Oceanic Imaging Consultants 1996 - 2002
Skills
Word, Excel, Quickbooks, QuickBooks, Human Resources, Interviews, Benefits Administration, Acting, Dance, Teaching, Yoga, Event Management, Fundraising, Recruiting, Marketing, Nonprofits, Microsoft Excel, Microsoft Word, Customer Service
Education
University of Colorado at Boulder
BA, Environmental Conservation, Geography
Bank of America May 2014 - Present
360i (Formerly STEAK Corporation) September 2012 - Present
GoodTemps January 2012 - September 2012
Columbia University 2009 - 2011
Gotham Chamber Opera November 2008 - 2009
Ambassador Jean Kennedy Smith February 2003 - November 2008
Greenberg Traurig, LLP September 2002 - February 2003
Oceanic Imaging Consultants 1996 - 2002
Skills
Word, Excel, Quickbooks, QuickBooks, Human Resources, Interviews, Benefits Administration, Acting, Dance, Teaching, Yoga, Event Management, Fundraising, Recruiting, Marketing, Nonprofits, Microsoft Excel, Microsoft Word, Customer Service
Education
University of Colorado at Boulder
BA, Environmental Conservation, Geography
Leslie Lorenz's Bank of America Experience December 2012 - Present
Job Vice President, Treasury Services Manager at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
The L. Warner Companies August 2009 - May 2013
Colonial Life March 2009 - August 2009
Colonial Life September 2007 - February 2009
Colonial Life 2005 - 2007
Wachovia 1998 - 2005
ABN AMRO 1988 - 1998
ABN AMRO Bank, Inc, and N.V. 1988 - 1998
Wells Fargo 1986 - 1988
LaSalle Bank 1978 - 1988
Skills
Process Improvement, Call Centers, Leadership, Operations Management, Call Center, Insurance, Employee Benefits, Health Insurance, Analysis, Quality Assurance
Education
Capella University 2003 — 2007
MBA
University of Colorado at Boulder 1971 — 1975
BA
Bank of America December 2012 - Present
The L. Warner Companies August 2009 - May 2013
Colonial Life March 2009 - August 2009
Colonial Life September 2007 - February 2009
Colonial Life 2005 - 2007
Wachovia 1998 - 2005
ABN AMRO 1988 - 1998
ABN AMRO Bank, Inc, and N.V. 1988 - 1998
Wells Fargo 1986 - 1988
LaSalle Bank 1978 - 1988
Skills
Process Improvement, Call Centers, Leadership, Operations Management, Call Center, Insurance, Employee Benefits, Health Insurance, Analysis, Quality Assurance
Education
Capella University 2003 — 2007
MBA
University of Colorado at Boulder 1971 — 1975
BA
Dan Schwartz Dan Schwartz's Bank of America Experience June 2009 - June 2015
Job Digital Product and Design Leader
Industry Internet
Experience
McGraw-Hill Education June 2015 - Present
Bank of America June 2009 - June 2015
Bank of America March 2008 - May 2009
Bank of America March 2006 - March 2008
Filament Group, Inc March 2002 - March 2006
ZEFER April 2000 - March 2002
Fitch, Inc December 1997 - March 2000
Skills
Digital Design, Design Management, Design Strategy, Creative Direction, E-commerce, Web Design, Mobile Design, Brand Development, Service Design, Team Leadership, Situational Leadership, Client Communication, Partner Relationship..., User Experience, Information Architecture, User-centered Design, Graphic Design, User Interface, Strategy, CRM, User Experience Design, Mobile Devices, User Interface Design, Management
Education
University of Connecticut 1992 — 1996
BFA, Fine Arts - Graphic Design
McGraw-Hill Education June 2015 - Present
Bank of America June 2009 - June 2015
Bank of America March 2008 - May 2009
Bank of America March 2006 - March 2008
Filament Group, Inc March 2002 - March 2006
ZEFER April 2000 - March 2002
Fitch, Inc December 1997 - March 2000
Skills
Digital Design, Design Management, Design Strategy, Creative Direction, E-commerce, Web Design, Mobile Design, Brand Development, Service Design, Team Leadership, Situational Leadership, Client Communication, Partner Relationship..., User Experience, Information Architecture, User-centered Design, Graphic Design, User Interface, Strategy, CRM, User Experience Design, Mobile Devices, User Interface Design, Management
Education
University of Connecticut 1992 — 1996
BFA, Fine Arts - Graphic Design
Liz Spurgin Liz Spurgin's Bank of America Experience 1992 - 1994
Job Vice President, US Markets at Deltex Medical
Industry Medical Devices
Experience
Deltex Medical February 2012 - Present
FaegreBD Consulting May 2004 - January 2012
MedStar Health 1999 - 2004
Healthcare Financial Partners August 1997 - October 1998
Independent Consultant 1995 - 1997
Anthem May 1995 - May 1996
Bank of America 1992 - 1994
PNC Bank 1989 - 1991
Bank of America 1987 - 1989
Skills
Healthcare, Medical Devices, Strategy, Health Policy, Stakeholder Engagement, Public Policy, Health Economics, Healthcare Reimbursement, Strategic Planning, Governmental Affairs, Policy, International Trade, Big Data Analytics, Insurance, Healthcare Information..., Publication Planning, Program Management, Managed Care, Start-ups
Education
University of Connecticut 1994 — 1996
MBA, Health Care Management
University of Illinois at Urbana-Champaign 1979 — 1983
BA, English
Naperville Central HS
Deltex Medical February 2012 - Present
FaegreBD Consulting May 2004 - January 2012
MedStar Health 1999 - 2004
Healthcare Financial Partners August 1997 - October 1998
Independent Consultant 1995 - 1997
Anthem May 1995 - May 1996
Bank of America 1992 - 1994
PNC Bank 1989 - 1991
Bank of America 1987 - 1989
Skills
Healthcare, Medical Devices, Strategy, Health Policy, Stakeholder Engagement, Public Policy, Health Economics, Healthcare Reimbursement, Strategic Planning, Governmental Affairs, Policy, International Trade, Big Data Analytics, Insurance, Healthcare Information..., Publication Planning, Program Management, Managed Care, Start-ups
Education
University of Connecticut 1994 — 1996
MBA, Health Care Management
University of Illinois at Urbana-Champaign 1979 — 1983
BA, English
Naperville Central HS
Ryan Cybart Ryan Cybart's Bank of America Experience February 2013 - Present
Job Corporate Audit Analyst at Bank of America
Industry Banking
Experience
Bank of America February 2013 - Present
GE Capital April 2012 - August 2012
Beta Theta Pi January 2011 - December 2011
Sikorsky Aircraft June 2011 - August 2011
Sikorsky Aircraft June 2010 - January 2011
Skills
Financial Analysis, Finance, Microsoft Office, Financial Modeling, Public Speaking, Team Leadership, Data Analysis, Microsoft Excel, Access, Microsoft Word, PowerPoint, Accounting, Analysis, Bloomberg, Databases, Credit Risk, Risk Management, Supply Chain Management, Program Management, Operations Management, Leadership, Project Management, Managerial Finance, Budgets, Auditing, Economics, Time Management, Process Improvement, Financial Reporting, Research, Management, Teamwork, Corporate Finance, Internal Audit, Bloomberg Terminal, Outlook, Strategic Financial..., Valuation, Internal Controls, Portfolio Management, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance
Norwalk High School 2005 — 2009
Bank of America February 2013 - Present
GE Capital April 2012 - August 2012
Beta Theta Pi January 2011 - December 2011
Sikorsky Aircraft June 2011 - August 2011
Sikorsky Aircraft June 2010 - January 2011
Skills
Financial Analysis, Finance, Microsoft Office, Financial Modeling, Public Speaking, Team Leadership, Data Analysis, Microsoft Excel, Access, Microsoft Word, PowerPoint, Accounting, Analysis, Bloomberg, Databases, Credit Risk, Risk Management, Supply Chain Management, Program Management, Operations Management, Leadership, Project Management, Managerial Finance, Budgets, Auditing, Economics, Time Management, Process Improvement, Financial Reporting, Research, Management, Teamwork, Corporate Finance, Internal Audit, Bloomberg Terminal, Outlook, Strategic Financial..., Valuation, Internal Controls, Portfolio Management, Critical Thinking
Education
The University of Connecticut 2009 — 2013
Bachelor of Science (B.S.), Finance
Norwalk High School 2005 — 2009
Scott R. Anderson Scott R. Anderson's Bank of America Experience October 2007 - March 2009
Job Mortgage Manager for Southern Ohio and SE Indiana at U.S. Bank Home Mortgage NMLS #: 459874
Industry Financial Services
Experience
U.S. Bank Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage August 2011 - March 2014
Wells Fargo Home Mortgage December 2010 - August 2011
Bank of America Home Loans January 2010 - December 2010
Bank of America October 2007 - March 2009
First Nations Home Finance February 1998 - September 2007
MICAL Mortgage October 1995 - January 1998
UBS Wealth Management (formerly known as Paine Webber) June 1993 - October 1995
Morgan Stanley Wealth Management (formerly known as Shearson Lehman Brothers) November 1991 - June 1993
Skills
Mortgage Lending, Loans, Reverse Mortgages, Sales Management, FHA, FHA financing, Leadership, Credit Analysis, Sales, Investment Properties, Team Building, Banking, Investments, Mortgage Banking, Credit, Management, VA loans, Financial Services, Residential Mortgages, Loan Origination, Refinance, Underwriting, Strategy, FHA Financing
Education
The University of Connecticut 1985 — 1991
BA, Economics
U.S. Bank Home Mortgage July 2014 - Present
Wells Fargo Home Mortgage August 2011 - March 2014
Wells Fargo Home Mortgage December 2010 - August 2011
Bank of America Home Loans January 2010 - December 2010
Bank of America October 2007 - March 2009
First Nations Home Finance February 1998 - September 2007
MICAL Mortgage October 1995 - January 1998
UBS Wealth Management (formerly known as Paine Webber) June 1993 - October 1995
Morgan Stanley Wealth Management (formerly known as Shearson Lehman Brothers) November 1991 - June 1993
Skills
Mortgage Lending, Loans, Reverse Mortgages, Sales Management, FHA, FHA financing, Leadership, Credit Analysis, Sales, Investment Properties, Team Building, Banking, Investments, Mortgage Banking, Credit, Management, VA loans, Financial Services, Residential Mortgages, Loan Origination, Refinance, Underwriting, Strategy, FHA Financing
Education
The University of Connecticut 1985 — 1991
BA, Economics
Alix Prinstil Alix Prinstil's Bank of America Experience November 2009 - August 2011
Job Bookkeeper at Families in Crisis
Industry Insurance
Experience
Families in Crisis June 2012 - Present
Adion Financial Group August 2011 - October 2013
(Non-Profit Organization) July 2009 - August 2012
Bank of America November 2009 - August 2011
Churrascaria Braza June 2009 - October 2009
Skills
Part Time/Free Lance..., Accounting, Microsoft Office, Customer Service, Windows, Microsoft Excel, Foreign Languages, Management, Public Speaking, Customer Satisfaction, Insurance, Account Reconciliation, Training, Banking, Software Documentation, Marketing
Education
The University of Connecticut
Bachelor of Arts, Economics
Families in Crisis June 2012 - Present
Adion Financial Group August 2011 - October 2013
(Non-Profit Organization) July 2009 - August 2012
Bank of America November 2009 - August 2011
Churrascaria Braza June 2009 - October 2009
Skills
Part Time/Free Lance..., Accounting, Microsoft Office, Customer Service, Windows, Microsoft Excel, Foreign Languages, Management, Public Speaking, Customer Satisfaction, Insurance, Account Reconciliation, Training, Banking, Software Documentation, Marketing
Education
The University of Connecticut
Bachelor of Arts, Economics
Tracey Goldman Tracey Goldman's Bank of America Experience October 2007 - September 2008
Job Staff Consultant at USI Consulting Group
Industry Financial Services
Experience
USI Consulting Group April 2014 - December 2014
Berkshire Bank CBT Region April 2012 - August 2013
The Connecticut Bank & Trust Company October 2008 - April 2012
Bank of America October 2007 - September 2008
The Connecticut Bank & Trust Company March 2004 - September 2007
Skills
Mortgage Banking, Superior Client Service, Consultative Sales..., Negotiation, Inside Sales, Branch Management, Vendor Relationships, Start-up Environment, New Service Introduction
Education
The University of Connecticut
BS, Business, Marketing
USI Consulting Group April 2014 - December 2014
Berkshire Bank CBT Region April 2012 - August 2013
The Connecticut Bank & Trust Company October 2008 - April 2012
Bank of America October 2007 - September 2008
The Connecticut Bank & Trust Company March 2004 - September 2007
Skills
Mortgage Banking, Superior Client Service, Consultative Sales..., Negotiation, Inside Sales, Branch Management, Vendor Relationships, Start-up Environment, New Service Introduction
Education
The University of Connecticut
BS, Business, Marketing
Will Peter Will Peter's Bank of America Experience August 2000 - June 2004
Job Managing Director at Asset Preservation Advisors
Industry Computer Software
Experience
Asset Preservation Advisors March 2015 - Present
Punchh Inc. October 2013 - June 2014
Nautilus Capital January 2011 - May 2013
Morgan Keegan July 2004 - January 2011
Bank of America August 2000 - June 2004
Skills
SaaS, Big Data, CRM, Social Media Marketing, Social Media, Cloud Computing, Capital Markets, Equities, Series 63, Series 7, Equity Research
Education
University of Colorado Boulder 1984 — 1988
economics, sociology
Asset Preservation Advisors March 2015 - Present
Punchh Inc. October 2013 - June 2014
Nautilus Capital January 2011 - May 2013
Morgan Keegan July 2004 - January 2011
Bank of America August 2000 - June 2004
Skills
SaaS, Big Data, CRM, Social Media Marketing, Social Media, Cloud Computing, Capital Markets, Equities, Series 63, Series 7, Equity Research
Education
University of Colorado Boulder 1984 — 1988
economics, sociology
Jack Egan Jack Egan's Bank of America Experience August 2005 - February 2008
Job Sales at SLC Activewear
Industry Wholesale
Experience
SLC Activewear January 2012 - Present
Ledgent March 2008 - December 2011
Bank of America August 2005 - February 2008
Public Enterprise Group April 2004 - August 2004
Pacific Life May 2003 - August 2003
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
University of Pittsburgh 2004 — 2004
Semester at Sea
SLC Activewear January 2012 - Present
Ledgent March 2008 - December 2011
Bank of America August 2005 - February 2008
Public Enterprise Group April 2004 - August 2004
Pacific Life May 2003 - August 2003
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
University of Pittsburgh 2004 — 2004
Semester at Sea
Jeffrey Billinger's Bank of America Experience 2001 - 2004
Job Realtor at RE/MAX Beverly Hills
Industry Real Estate
Experience
RE/MAX Beverly Hills February 2005 - Present
Bank of America 2001 - 2004
Drive Financial Services 1998 - 2001
Skills
Six Sigma, Top Producer, Real Estate, Banking, Loan Servicing, REO, Foreclosures, Short Sales, Investors, Investment Properties, First Time Home Buyers, Relocation, Cross-functional Team..., Mergers, Loans, Small Business, Deposits, Corporate Real Estate, Process Improvement, Market Analysis, Customer Satisfaction, Series 7, Financial Risk, Call Center, Customer Retention, Construction, Advertising, Sales Management, Leadership, Marketing Strategy, Commercial Banking, Retail Banking, Insurance, Asset, Rentals, Team Building, FHA, Property, Call Centers, Condos, HUD, Mergers & Acquisitions, Sellers, Real Estate Transactions, Buyer Representation, Single Family Homes, Mortgage Lending, New Home Sales, Listings, Real Property
Education
University of Phoenix 1987 — 1990
BAM, Business, Real Estate, Finance, Law
University of Colorado at Denver
RE/MAX Beverly Hills February 2005 - Present
Bank of America 2001 - 2004
Drive Financial Services 1998 - 2001
Skills
Six Sigma, Top Producer, Real Estate, Banking, Loan Servicing, REO, Foreclosures, Short Sales, Investors, Investment Properties, First Time Home Buyers, Relocation, Cross-functional Team..., Mergers, Loans, Small Business, Deposits, Corporate Real Estate, Process Improvement, Market Analysis, Customer Satisfaction, Series 7, Financial Risk, Call Center, Customer Retention, Construction, Advertising, Sales Management, Leadership, Marketing Strategy, Commercial Banking, Retail Banking, Insurance, Asset, Rentals, Team Building, FHA, Property, Call Centers, Condos, HUD, Mergers & Acquisitions, Sellers, Real Estate Transactions, Buyer Representation, Single Family Homes, Mortgage Lending, New Home Sales, Listings, Real Property
Education
University of Phoenix 1987 — 1990
BAM, Business, Real Estate, Finance, Law
University of Colorado at Denver
Vickie Reed Vickie Reed's Bank of America Experience 1993 - 1994
Job Senior Director, Controller at Mirati Therapeutics
Industry Biotechnology
Experience
Mirati Therapeutics 2013 - Present
Zogenix 2012 - 2013
Amylin Pharmaceuticals September 2009 - November 2012
TorreyPines Therapeutics, Inc. 2006 - September 2009
Public and Private Companies 2004 - 2007
Genstar Therapeutics 2000 - 2004
AirTouch 1995 - 2000
Bank of America 1993 - 1994
Price Waterhouse 1986 - 1993
Skills
CPA, Sarbanes-Oxley Act, Financial Reporting, GAAP, SEC filings, Auditing, Accounting, Sarbanes-Oxley, Mergers, Big 4, Revenue Recognition, Internal Controls, US GAAP, Process Improvement, Financial Analysis
Education
University of Colorado at Denver
Bachelor's of Science
University of Wyoming
Mirati Therapeutics 2013 - Present
Zogenix 2012 - 2013
Amylin Pharmaceuticals September 2009 - November 2012
TorreyPines Therapeutics, Inc. 2006 - September 2009
Public and Private Companies 2004 - 2007
Genstar Therapeutics 2000 - 2004
AirTouch 1995 - 2000
Bank of America 1993 - 1994
Price Waterhouse 1986 - 1993
Skills
CPA, Sarbanes-Oxley Act, Financial Reporting, GAAP, SEC filings, Auditing, Accounting, Sarbanes-Oxley, Mergers, Big 4, Revenue Recognition, Internal Controls, US GAAP, Process Improvement, Financial Analysis
Education
University of Colorado at Denver
Bachelor's of Science
University of Wyoming
Jeniffer Coats's Bank of America Experience April 2010 - February 2013
Job MBA/Master of Science Management
Industry Nonprofit Organization Management
Experience
Can't Stop the Serenity January 2006 - Present
loanDepot, LLC May 2015 - August 2015
Capital One March 2013 - March 2015
Bank of America April 2010 - February 2013
The Legacy - Colorado May 2005 - December 2006
Girl Scouts Mile Hi Council January 1998 - January 2006
Skills
Event Planning, Project Management, Microsoft Office, Online Marketing, Marketing, Strategic Planning, Nonprofits, Social Networking, Customer Service, Management, Budgets, Event Management, Human Resources, Digital Media, Sales, Advertising, Business Networking, Contract Negotiation, Program Management, Outlook, Fundraising, Project Planning, Research
Education
University of Colorado Denver
Master, Business Administration
University of Colorado Denver
Master of Science, Management
University of Colorado Denver
Bachelor of Science, Business Admin
Farmersville High School 1991 — 1994
Can't Stop the Serenity January 2006 - Present
loanDepot, LLC May 2015 - August 2015
Capital One March 2013 - March 2015
Bank of America April 2010 - February 2013
The Legacy - Colorado May 2005 - December 2006
Girl Scouts Mile Hi Council January 1998 - January 2006
Skills
Event Planning, Project Management, Microsoft Office, Online Marketing, Marketing, Strategic Planning, Nonprofits, Social Networking, Customer Service, Management, Budgets, Event Management, Human Resources, Digital Media, Sales, Advertising, Business Networking, Contract Negotiation, Program Management, Outlook, Fundraising, Project Planning, Research
Education
University of Colorado Denver
Master, Business Administration
University of Colorado Denver
Master of Science, Management
University of Colorado Denver
Bachelor of Science, Business Admin
Farmersville High School 1991 — 1994
Nilda Quintana Nilda Quintana's Bank of America Experience October 2014 - May 2015
Job Accounts Receivables at American Lumping Assocation
Industry Retail
Experience
American Lumping Assocation May 2015 - Present
Bank of America October 2014 - May 2015
Starbucks Coffee Company 2009 - October 2014
American Lumping Association February 2006 - October 2009
Universal Lumpers, Inc. February 2005 - October 2009
Waterway Corporation February 2002 - February 2005
Skills
Human Resources, Management, Performance Management, Employee Training, Payroll, Analysis, Inventory Management, Sales, Personnel Management, Customer Service, CRM, Policy, Recruiting, Teamwork, Training, Benefits Administration, Team Building, Time Management
Education
University of Colorado Denver 1997 — 2001
Bachelor of Arts, Economics
University Gardens HS
High School
American Lumping Assocation May 2015 - Present
Bank of America October 2014 - May 2015
Starbucks Coffee Company 2009 - October 2014
American Lumping Association February 2006 - October 2009
Universal Lumpers, Inc. February 2005 - October 2009
Waterway Corporation February 2002 - February 2005
Skills
Human Resources, Management, Performance Management, Employee Training, Payroll, Analysis, Inventory Management, Sales, Personnel Management, Customer Service, CRM, Policy, Recruiting, Teamwork, Training, Benefits Administration, Team Building, Time Management
Education
University of Colorado Denver 1997 — 2001
Bachelor of Arts, Economics
University Gardens HS
High School
Mindy Felcman Miralia Mindy Felcman Miralia's Bank of America Experience 2006 - 2007
Job Author, Founder and Chief Change Officer at Chrysalis Consulting Group, LLC
Industry Management Consulting
Experience
Chrysalis Consulting Group, LLC 2007 - Present
Bank of America 2006 - 2007
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Bank of America 2001 - 2003
ePlaced.com 1999 - 2000
Wells Fargo (Formerly First Union National Bank) 1998 - 1999
Wells Fargo (Formerly First Union National Bank) 1996 - 1998
Wells Fargo (Formerly First Union National Bank) 1994 - 1996
Wells Fargo (Formerly First Union National Bank) 1993 - 1994
Skills
Strategy, Change Management, Leadership, Management, Managerial Finance, Banking, Strategic Planning, Marketing, Six Sigma, Risk Management, Mergers & Acquisitions, Analysis, Finance, Portfolio Management, Supply Chain Management, Commercial Lending, Business Analysis, Business Strategy, Payments, Financial Modeling, Vendor Management, Financial Risk, Retail Banking, Team Building, Program Management, B2B, Mergers, Credit, Process Improvement, Financial Services, Investments, Asset Management, Coaching, Strategic Financial..., Credit Analysis, Analytics, Mortgage Lending, Credit Cards, Commercial Banking, Executive Management, Financial Analysis, Loans, Wealth Management, Relationship Management, Published Author, Public Speaking
Education
University of Colorado Denver 1986 — 1988
MBA, Finance, Strategy, Marketing
University of Houston 1976 — 1980
BS, Pre-Med (Biology)
Chrysalis Consulting Group, LLC 2007 - Present
Bank of America 2006 - 2007
Bank of America 2004 - 2006
Bank of America 2003 - 2004
Bank of America 2001 - 2003
ePlaced.com 1999 - 2000
Wells Fargo (Formerly First Union National Bank) 1998 - 1999
Wells Fargo (Formerly First Union National Bank) 1996 - 1998
Wells Fargo (Formerly First Union National Bank) 1994 - 1996
Wells Fargo (Formerly First Union National Bank) 1993 - 1994
Skills
Strategy, Change Management, Leadership, Management, Managerial Finance, Banking, Strategic Planning, Marketing, Six Sigma, Risk Management, Mergers & Acquisitions, Analysis, Finance, Portfolio Management, Supply Chain Management, Commercial Lending, Business Analysis, Business Strategy, Payments, Financial Modeling, Vendor Management, Financial Risk, Retail Banking, Team Building, Program Management, B2B, Mergers, Credit, Process Improvement, Financial Services, Investments, Asset Management, Coaching, Strategic Financial..., Credit Analysis, Analytics, Mortgage Lending, Credit Cards, Commercial Banking, Executive Management, Financial Analysis, Loans, Wealth Management, Relationship Management, Published Author, Public Speaking
Education
University of Colorado Denver 1986 — 1988
MBA, Finance, Strategy, Marketing
University of Houston 1976 — 1980
BS, Pre-Med (Biology)
Mark Sumrall, MS-RECM's Bank of America Experience December 2002 - March 2010
Job Real Estate Asset Management at Texas Department of Transportation
Industry Real Estate
Experience
Texas Department of Transportation June 2014 - Present
BBG-Butler Burgher Group July 2012 - June 2014
Newmark Grubb Knight Frank August 2011 - July 2012
University of Denver March 2010 - September 2011
Bank of America December 2002 - March 2010
Enterprise Holdings May 2001 - August 2001
ARTISAN CUSTOM HOMES June 1998 - June 2000
Skills
PowerPoint, Outlook, MS Project, NPV, SNL, IRR, Valuation, Microsoft Excel, DCF, Financial Analysis, Financial Modeling, Investments, Real Estate, Market Analysis, Sales, Due Diligence, Asset Managment, Market Research, Negotiation, Analysis, Property, Commercial Real Estate, Investment Properties, Real Estate Transactions, Asset Management, Property Management, Loans, Real Estate Economics, Marketing, Residential Homes, Mortgage Lending, Finance
Education
University of Denver - Daniels College of Business 2010 — 2011
MS, Real Estate and Construction Management
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
BS, Business Admin with a Real Estate emphasis
Texas Department of Transportation June 2014 - Present
BBG-Butler Burgher Group July 2012 - June 2014
Newmark Grubb Knight Frank August 2011 - July 2012
University of Denver March 2010 - September 2011
Bank of America December 2002 - March 2010
Enterprise Holdings May 2001 - August 2001
ARTISAN CUSTOM HOMES June 1998 - June 2000
Skills
PowerPoint, Outlook, MS Project, NPV, SNL, IRR, Valuation, Microsoft Excel, DCF, Financial Analysis, Financial Modeling, Investments, Real Estate, Market Analysis, Sales, Due Diligence, Asset Managment, Market Research, Negotiation, Analysis, Property, Commercial Real Estate, Investment Properties, Real Estate Transactions, Asset Management, Property Management, Loans, Real Estate Economics, Marketing, Residential Homes, Mortgage Lending, Finance
Education
University of Denver - Daniels College of Business 2010 — 2011
MS, Real Estate and Construction Management
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
BS, Business Admin with a Real Estate emphasis
Khurram Malik's Bank of America Experience January 2015 - Present
Job VP, Capital Management−Senior Finance Analyst, Balance Sheet & Capital Management at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America July 2013 - January 2015
Bank of America January 2013 - July 2013
Bank of America February 2011 - January 2013
Lerch Bates Inc. June 2009 - December 2009
Clayton Fixed Income Services March 2007 - December 2008
ICI Paints February 2005 - August 2005
Standard Chartered Bank August 2004 - February 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Banking, Credit, Management, Portfolio Management, Risk Management, Forecasting, Finance, Analytics, Leadership, Credit Risk, CRM, Analysis
Education
University of Denver - Daniels College of Business 2007 — 2010
International MBA, Finance
University of Colorado Colorado Springs 1999 — 2004
Bachelors of Science, Business
Bank of America January 2015 - Present
Bank of America July 2013 - January 2015
Bank of America January 2013 - July 2013
Bank of America February 2011 - January 2013
Lerch Bates Inc. June 2009 - December 2009
Clayton Fixed Income Services March 2007 - December 2008
ICI Paints February 2005 - August 2005
Standard Chartered Bank August 2004 - February 2005
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Banking, Credit, Management, Portfolio Management, Risk Management, Forecasting, Finance, Analytics, Leadership, Credit Risk, CRM, Analysis
Education
University of Denver - Daniels College of Business 2007 — 2010
International MBA, Finance
University of Colorado Colorado Springs 1999 — 2004
Bachelors of Science, Business
Allison Qin's Bank of America Experience September 2012 - January 2014
Job Tax Associate at PwC
Industry Accounting
Experience
PwC July 2015 - Present
University of Connecticut January 2014 - May 2015
PwC June 2014 - August 2014
Bank of America September 2012 - January 2014
Skills
Accounting, Financial Analysis, Microsoft Office, Teamwork, Financial Accounting, Account Reconciliation, Financial Reporting
Education
University of Connecticut
Bachelor of Science (B.S.), Accounting
PwC July 2015 - Present
University of Connecticut January 2014 - May 2015
PwC June 2014 - August 2014
Bank of America September 2012 - January 2014
Skills
Accounting, Financial Analysis, Microsoft Office, Teamwork, Financial Accounting, Account Reconciliation, Financial Reporting
Education
University of Connecticut
Bachelor of Science (B.S.), Accounting
Patricia Saunders, MM,CTA,DS,LS Patricia Saunders, MM,CTA,DS,LS's Bank of America Experience August 2002 - June 2004
Job Supervisor at AAA
Industry Financial Services
Experience
AAA January 2013 - Present
AuthorHouse June 2009 - Present
AAA Insurance July 2012 - January 2013
AAA Northern California, Nevada and Utah March 2010 - June 2012
CSAA November 2007 - March 2010
AAA April 2007 - November 2007
Going In Grandstyle Travel Agency January 2005 - August 2007
Kodak Easyshare Gallery February 2005 - December 2005
Bank of America August 2002 - June 2004
Pacific Bell Telephone Company October 2000 - November 2001
Skills
Sales, Entrepreneur, Risk Management, Union, Start-ups, Grievances, Labor Relations, Training, Entrepreneurship, Coaching, Strategy, Recruiting, Leadership, Strategic Planning, Sales Management, Customer Service, Management, Small Business, New Business Development, Cross-functional Team..., Insurance, Outlook, Human Resources, Marketing Strategy, Business Planning, Customer Satisfaction, Call Centers, Competitive Analysis, Marketing, Direct Marketing, Employee Benefits, Project Management, Interviews, Team Building, Cold Calling, Leadership Development, Account Management, Budgets, Performance Management, Sales Operations, Team Leadership, Social Networking, Vendor Management, Event Management, Marketing Communications, Social Media Marketing, Public Speaking, Event Planning, Email Marketing, Business Development
Education
University of Phoenix 2009 — 2011
MBA, Management
University of Connecticut 1985 — 1988
BS, Design Resource Management
Virginia State University 1983 — 1985
Retail Merchandising
John F. Kennedy High School 1979 — 1983
Diploma
AAA January 2013 - Present
AuthorHouse June 2009 - Present
AAA Insurance July 2012 - January 2013
AAA Northern California, Nevada and Utah March 2010 - June 2012
CSAA November 2007 - March 2010
AAA April 2007 - November 2007
Going In Grandstyle Travel Agency January 2005 - August 2007
Kodak Easyshare Gallery February 2005 - December 2005
Bank of America August 2002 - June 2004
Pacific Bell Telephone Company October 2000 - November 2001
Skills
Sales, Entrepreneur, Risk Management, Union, Start-ups, Grievances, Labor Relations, Training, Entrepreneurship, Coaching, Strategy, Recruiting, Leadership, Strategic Planning, Sales Management, Customer Service, Management, Small Business, New Business Development, Cross-functional Team..., Insurance, Outlook, Human Resources, Marketing Strategy, Business Planning, Customer Satisfaction, Call Centers, Competitive Analysis, Marketing, Direct Marketing, Employee Benefits, Project Management, Interviews, Team Building, Cold Calling, Leadership Development, Account Management, Budgets, Performance Management, Sales Operations, Team Leadership, Social Networking, Vendor Management, Event Management, Marketing Communications, Social Media Marketing, Public Speaking, Event Planning, Email Marketing, Business Development
Education
University of Phoenix 2009 — 2011
MBA, Management
University of Connecticut 1985 — 1988
BS, Design Resource Management
Virginia State University 1983 — 1985
Retail Merchandising
John F. Kennedy High School 1979 — 1983
Diploma
Chris Race Chris Race's Bank of America Experience 1990 - 1999
Job Mortgage Refinance, Modification
Industry Financial Services
Experience
Independent Contractor 2003 - Present
Majesco Entertainment 2001 - 2002
Mattel Interactive 2000 - 2000
Sega of America 1999 - 2000
Bank of America 1990 - 1999
Metropolitan Contract Services January 1987 - April 1989
Skills
Finance, Negotiation, Marketing, Management, Market Research, Account Management, Sales Management, New Business Development, Real Estate, Strategic Planning, Investments, Project Management, Due Diligence, Business Development, Sales, Credit, Banking, Program Management, B2B, Public Relations, Start-ups, Leadership, Strategy, Analysis, Budgets, Selling, CRM, Recruiting, Business Strategy, Business Planning, Financial Analysis, Competitive Analysis, Process Improvement
Education
University of Colorado at Boulder - Leeds School of Business 1985 — 1987
MBA
Independent Contractor 2003 - Present
Majesco Entertainment 2001 - 2002
Mattel Interactive 2000 - 2000
Sega of America 1999 - 2000
Bank of America 1990 - 1999
Metropolitan Contract Services January 1987 - April 1989
Skills
Finance, Negotiation, Marketing, Management, Market Research, Account Management, Sales Management, New Business Development, Real Estate, Strategic Planning, Investments, Project Management, Due Diligence, Business Development, Sales, Credit, Banking, Program Management, B2B, Public Relations, Start-ups, Leadership, Strategy, Analysis, Budgets, Selling, CRM, Recruiting, Business Strategy, Business Planning, Financial Analysis, Competitive Analysis, Process Improvement
Education
University of Colorado at Boulder - Leeds School of Business 1985 — 1987
MBA
Michael Cepetelli Michael Cepetelli's Bank of America Experience 1971 - 2008
Job Commercial Banker with over 30 years of banking experience in Fairfield County
Industry Banking
Experience
Bank of America 1971 - 2008
Skills
Loans
Education
St. Joseph H.S.
The University of Connecticut
MBA
Villanova University
B.S. Bus. Adm.
Bank of America 1971 - 2008
Skills
Loans
Education
St. Joseph H.S.
The University of Connecticut
MBA
Villanova University
B.S. Bus. Adm.
Amolia Croteau's Bank of America Experience September 2014 - Present
Job Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Bank of America October 2012 - September 2014
Benchmarc360, Inc. 2012 - 2012
Firestone July 2011 - December 2011
Sandra Downie Event Designs January 2011 - May 2011
UConn Catering December 2009 - May 2011
Skills
Microsoft Office, PowerPoint, Outlook, Mac OS X, Customer Service, Phone Skills, Organization, Prioritization, Delegation, Microsoft Excel, Microsoft Word, Public Relations, Social Media, Fundraising, Budgets, Event Planning, Team Building, Sales, Teamwork, Leadership, Blogging, Social Networking, Facebook, Social Media Marketing
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, Communications
Bank of America September 2014 - Present
Bank of America October 2012 - September 2014
Benchmarc360, Inc. 2012 - 2012
Firestone July 2011 - December 2011
Sandra Downie Event Designs January 2011 - May 2011
UConn Catering December 2009 - May 2011
Skills
Microsoft Office, PowerPoint, Outlook, Mac OS X, Customer Service, Phone Skills, Organization, Prioritization, Delegation, Microsoft Excel, Microsoft Word, Public Relations, Social Media, Fundraising, Budgets, Event Planning, Team Building, Sales, Teamwork, Leadership, Blogging, Social Networking, Facebook, Social Media Marketing
Education
The University of Connecticut 2007 — 2011
Bachelor of Arts, Communications
Philip Wilkins Philip Wilkins's Bank of America Experience August 2012 - June 2013
Job Business Professional
Industry Financial Services
Experience
AMS Servicing, LLC 2013 - 2014
Bank of America August 2012 - June 2013
Thomas Livingston Antiques August 2005 - September 2008
Skills
Mortgage Servicing, Data Analysis, Composition, Database Administration, Microsoft Office, Sales, Social Media, Management, Marketing, Banking
Education
Canisius College 2014 — 2015
Master of Business Administration (M.B.A.), Marketing
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), History, Political Science
AMS Servicing, LLC 2013 - 2014
Bank of America August 2012 - June 2013
Thomas Livingston Antiques August 2005 - September 2008
Skills
Mortgage Servicing, Data Analysis, Composition, Database Administration, Microsoft Office, Sales, Social Media, Management, Marketing, Banking
Education
Canisius College 2014 — 2015
Master of Business Administration (M.B.A.), Marketing
University of Colorado Boulder 2001 — 2005
Bachelor of Arts (B.A.), History, Political Science
Evan Shuris Evan Shuris's Bank of America Experience June 2015 - Present
Job Corporate Audit Analyst at Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
University of Connecticut February 2013 - April 2015
C&S Wholesale Grocers May 2014 - August 2014
UTC Aerospace Systems January 2014 - May 2014
University of Connecticut September 2012 - May 2014
University of New England May 2013 - August 2013
University of New England June 2011 - July 2012
Skills
Research, Education Program..., Group Development, Community Outreach, Public Speaking, Qualitative Research, Neuroscience, Leadership, Entrepreneurship, Research Design, Program Management, Analysis, Data Analysis, Molecular Biology, Customer Service
Education
University of Connecticut 2012 — 2015
Bachelor of Arts (B.A.), Economics
Bank of America June 2015 - Present
University of Connecticut February 2013 - April 2015
C&S Wholesale Grocers May 2014 - August 2014
UTC Aerospace Systems January 2014 - May 2014
University of Connecticut September 2012 - May 2014
University of New England May 2013 - August 2013
University of New England June 2011 - July 2012
Skills
Research, Education Program..., Group Development, Community Outreach, Public Speaking, Qualitative Research, Neuroscience, Leadership, Entrepreneurship, Research Design, Program Management, Analysis, Data Analysis, Molecular Biology, Customer Service
Education
University of Connecticut 2012 — 2015
Bachelor of Arts (B.A.), Economics
Noel Dell Noel Dell's Bank of America Experience May 2011 - July 2011
Job Senior BSA, BA, PM, Test Lead, VP
Industry Information Technology and Services
Experience
Royal Bank of Scotland/Charter One September 2013 - Present
Daybreak IT Solutions/Dominion Digital - Royal Bank of Scotland/Citizens Bank February 2013 - Present
Fahrenheit IT May 2012 - Present
Signature Consultants September 2011 - May 2012
Bank of America May 2011 - July 2011
Faith Landmarks Ministries June 2005 - May 2011
Anthem September 1998 - June 2004
Skills
SharePoint, Visio, Business Requirements, Requirements Analysis, SDLC, Business Analysis, Requirements Gathering, Technical Requirements..., Technical Requirements, UAT coordination, Unit Testing, MS Project, Microsoft Excel, Microsoft Word, Project Management, Train the Trainer, Train Staff, Train New Employees, Snag It, Health Insurance, Brokerage, Quality Center, Testing, TestTrack, Data Mining, Software Installation, System Installations, System Setup, Client Visits, Customer Service..., Customer Service..., Customer Service..., Customer Service..., Process Improvement, Operational Process..., Process Analysis, Training, Data Analysis, DB2, Resource Management, Integration, Systems Analysis, Microsoft Project
Education
Expert Rating 2011 — 2011
Certification, Six Sigma - Green Belt
University of Colorado at Denver
Certification, Business Analysis & Benefits Management
Royal Bank of Scotland/Charter One September 2013 - Present
Daybreak IT Solutions/Dominion Digital - Royal Bank of Scotland/Citizens Bank February 2013 - Present
Fahrenheit IT May 2012 - Present
Signature Consultants September 2011 - May 2012
Bank of America May 2011 - July 2011
Faith Landmarks Ministries June 2005 - May 2011
Anthem September 1998 - June 2004
Skills
SharePoint, Visio, Business Requirements, Requirements Analysis, SDLC, Business Analysis, Requirements Gathering, Technical Requirements..., Technical Requirements, UAT coordination, Unit Testing, MS Project, Microsoft Excel, Microsoft Word, Project Management, Train the Trainer, Train Staff, Train New Employees, Snag It, Health Insurance, Brokerage, Quality Center, Testing, TestTrack, Data Mining, Software Installation, System Installations, System Setup, Client Visits, Customer Service..., Customer Service..., Customer Service..., Customer Service..., Process Improvement, Operational Process..., Process Analysis, Training, Data Analysis, DB2, Resource Management, Integration, Systems Analysis, Microsoft Project
Education
Expert Rating 2011 — 2011
Certification, Six Sigma - Green Belt
University of Colorado at Denver
Certification, Business Analysis & Benefits Management
Daniel Weinberger, SPHR's Bank of America Experience 2005 - 2007
Job Labor Relations at Mondelez International (Formerly Kraft Foods)
Industry Human Resources
Experience
Mondelēz International (Formerly Kraft Foods) January 2015 - Present
Mondelez International (Formerly Kraft Foods) August 2011 - December 2014
Kraft Foods April 2009 - August 2011
Starwood Hotels & Resorts March 2007 - April 2009
Bank of America 2005 - 2007
Level 3 Communications 2004 - 2005
Skills
Talent Management, Performance Management, Metrics, Succession Planning, Onboarding, Organizational..., Employee Engagement, Deferred Compensation, Employee Relations, HRIS, Organizational..., Talent Acquisition, Taleo, Workforce Planning, Leadership Development, 360 Feedback, Human Resources, Recruiting, Organizational Design, Employee Training, Strategy
Education
University of Colorado at Denver
MA, Industrial Organizational Psychology
University of Maryland College Park
BA, Psychology & Criminal Justice (Double Major)
Mondelēz International (Formerly Kraft Foods) January 2015 - Present
Mondelez International (Formerly Kraft Foods) August 2011 - December 2014
Kraft Foods April 2009 - August 2011
Starwood Hotels & Resorts March 2007 - April 2009
Bank of America 2005 - 2007
Level 3 Communications 2004 - 2005
Skills
Talent Management, Performance Management, Metrics, Succession Planning, Onboarding, Organizational..., Employee Engagement, Deferred Compensation, Employee Relations, HRIS, Organizational..., Talent Acquisition, Taleo, Workforce Planning, Leadership Development, 360 Feedback, Human Resources, Recruiting, Organizational Design, Employee Training, Strategy
Education
University of Colorado at Denver
MA, Industrial Organizational Psychology
University of Maryland College Park
BA, Psychology & Criminal Justice (Double Major)
Matthew Gallicchio's Bank of America Experience February 2009 - May 2010
Job Underwriting Senior Associate
Industry Insurance
Experience
Cigna July 2014 - Present
Cigna June 2010 - July 2014
Bank of America February 2009 - May 2010
University of Connecticut September 2006 - May 2008
Skills
Underwriting, Employee Benefits, Insurance, Customer Service, Healthcare
Education
University of Connecticut 2002 — 2008
Cigna July 2014 - Present
Cigna June 2010 - July 2014
Bank of America February 2009 - May 2010
University of Connecticut September 2006 - May 2008
Skills
Underwriting, Employee Benefits, Insurance, Customer Service, Healthcare
Education
University of Connecticut 2002 — 2008
Tom Kronen Tom Kronen's Bank of America Experience April 2009 - January 2011
Job Reverse Mortgage Advisor at Retirement Funding Solutions
Industry Financial Services
Experience
Retirement Funding Solutions August 2015 - Present
Security One Lending September 2013 - Present
Metlife Bank January 2011 - July 2012
Bank of America April 2009 - January 2011
Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Refinance, Reverse Mortgages
Education
University of Colorado Boulder
Retirement Funding Solutions August 2015 - Present
Security One Lending September 2013 - Present
Metlife Bank January 2011 - July 2012
Bank of America April 2009 - January 2011
Skills
Mortgage Lending, FHA, Mortgage Banking, Loan Origination, Refinance, Reverse Mortgages
Education
University of Colorado Boulder
Pratik 'Tiki' Biswal Pratik 'Tiki' Biswal's Bank of America Experience December 2009 - May 2010
Job Principal Account Executive at HubSpot
Industry Computer Software
Experience
HubSpot January 2015 - Present
HubSpot July 2014 - January 2015
HubSpot October 2013 - June 2014
HubSpot January 2013 - September 2013
WordStream November 2011 - December 2012
Experian QAS US November 2010 - November 2011
Experian QAS US November 2010 - April 2011
Wells Fargo Financial May 2010 - October 2010
Bank of America December 2009 - May 2010
National Student Leadership Conference 2009 - 2010
Skills
Research, Sales Process, Social Media Marketing, Salesforce.com, PowerPoint, Siebel, Cold Calling Experience, RFP Generation, Vendor Relationships, Business Development, Online Marketing..., Sales Prospecting, General Awesomeness, Inbound Marketing, Inbound Lead Generation, Time Management, Cold Calling, Online Marketing, PPC, SEO, CRM, SEM, Lead Generation, Online Advertising, Direct Sales, Selling, Google Adwords, Customer Acquisition, Leadership, Management, Sales Management, Competitive Analysis
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Economics, Business Administration
E.O Smith High School 2002 — 2006
High School Diploma, General
HubSpot January 2015 - Present
HubSpot July 2014 - January 2015
HubSpot October 2013 - June 2014
HubSpot January 2013 - September 2013
WordStream November 2011 - December 2012
Experian QAS US November 2010 - November 2011
Experian QAS US November 2010 - April 2011
Wells Fargo Financial May 2010 - October 2010
Bank of America December 2009 - May 2010
National Student Leadership Conference 2009 - 2010
Skills
Research, Sales Process, Social Media Marketing, Salesforce.com, PowerPoint, Siebel, Cold Calling Experience, RFP Generation, Vendor Relationships, Business Development, Online Marketing..., Sales Prospecting, General Awesomeness, Inbound Marketing, Inbound Lead Generation, Time Management, Cold Calling, Online Marketing, PPC, SEO, CRM, SEM, Lead Generation, Online Advertising, Direct Sales, Selling, Google Adwords, Customer Acquisition, Leadership, Management, Sales Management, Competitive Analysis
Education
The University of Connecticut 2006 — 2010
Bachelor of Arts, Economics, Business Administration
E.O Smith High School 2002 — 2006
High School Diploma, General
Jaron Ball Jaron Ball's Bank of America Experience April 2010 - December 2010
Job Manager at Nordstrom
Industry Retail
Experience
Nordstrom April 2013 - Present
Nordstrom January 2011 - September 2012
Bank of America April 2010 - December 2010
Bank of America Merrill Lynch June 2006 - June 2009
Money Sense August 2004 - May 2005
Skills
Bloomberg, Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Investments, Corporate Finance, Asset Managment, Valuation, Financial Reporting, Banking, Capital Markets, Forecasting, Investment Banking, Due Diligence
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor, Accounting and Finance
Nordstrom April 2013 - Present
Nordstrom January 2011 - September 2012
Bank of America April 2010 - December 2010
Bank of America Merrill Lynch June 2006 - June 2009
Money Sense August 2004 - May 2005
Skills
Bloomberg, Excel, PowerPoint, Word, Financial Analysis, Financial Modeling, Investments, Corporate Finance, Asset Managment, Valuation, Financial Reporting, Banking, Capital Markets, Forecasting, Investment Banking, Due Diligence
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor, Accounting and Finance
Saed Abushakra Saed Abushakra's Bank of America Experience 1997 - 2000
Job Technical Principal Consultant at MicroStrategy
Industry Computer Software
Experience
MicroStrategy 2007 - Present
Praeos Technologies (Currently: Comsys IT Services) 2006 - 2007
RH Donnelley (Currently: Dex One) 2003 - 2006
Oracle/Retek Corporation 2000 - 2003
Bank of America 1997 - 2000
AMRESCO 1995 - 1997
AAFES 1994 - 1995
Skills
Data Warehousing, Business Intelligence, Microsoft SQL Server, Databases, ETL, Oracle, Data Modeling, Unix, Software Development, SQL, Performance Tuning, Agile Methodologies, Requirements Analysis, Informatica, SDLC, MicroStrategy, SAP BW, Cloud Computing, Data Analysis, Data Integration, XML, Microstrategy
Education
University of Colorado Boulder
MS, BS, Electrical Engineering
MicroStrategy 2007 - Present
Praeos Technologies (Currently: Comsys IT Services) 2006 - 2007
RH Donnelley (Currently: Dex One) 2003 - 2006
Oracle/Retek Corporation 2000 - 2003
Bank of America 1997 - 2000
AMRESCO 1995 - 1997
AAFES 1994 - 1995
Skills
Data Warehousing, Business Intelligence, Microsoft SQL Server, Databases, ETL, Oracle, Data Modeling, Unix, Software Development, SQL, Performance Tuning, Agile Methodologies, Requirements Analysis, Informatica, SDLC, MicroStrategy, SAP BW, Cloud Computing, Data Analysis, Data Integration, XML, Microstrategy
Education
University of Colorado Boulder
MS, BS, Electrical Engineering
Sue Larew Sue Larew's Bank of America Experience 1988 - 2001
Job Vice President at First Interstate Bank
Industry Banking
Experience
First Interstate Bank 2003 - Present
Bessemer Trust December 2001 - July 2003
Bank of America 1988 - 2001
Skills
Banking, Loans, Consumer Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Strategic Planning, Insurance, Portfolio Management, Credit, Coaching, Team Leadership, Construction Loans, Underwriting, Risk Management, Loan Origination, Credit Risk, Mortgage Banking, Financial Analysis, Retail Banking, Residential Mortgages, Refinance, Leadership, Finance, Public Speaking, Management, Sales, Mergers & Acquisitions, Wealth Management, Team Building
Education
University of Colorado Boulder
Buisness Admistration
First Interstate Bank 2003 - Present
Bessemer Trust December 2001 - July 2003
Bank of America 1988 - 2001
Skills
Banking, Loans, Consumer Lending, Commercial Lending, Lines Of Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Strategic Planning, Insurance, Portfolio Management, Credit, Coaching, Team Leadership, Construction Loans, Underwriting, Risk Management, Loan Origination, Credit Risk, Mortgage Banking, Financial Analysis, Retail Banking, Residential Mortgages, Refinance, Leadership, Finance, Public Speaking, Management, Sales, Mergers & Acquisitions, Wealth Management, Team Building
Education
University of Colorado Boulder
Buisness Admistration
Jay Doherty Jay Doherty's Bank of America Experience November 2009 - November 2010
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Financial Services
Experience
Guaranteed Rate November 2013 - Present
First Niagara Bank June 2013 - November 2013
Patriot National Bank January 2013 - June 2013
Master Halco, Inc November 2010 - January 2013
Bank of America November 2009 - November 2010
Pegasus Investment Group July 2006 - November 2009
Hamilton Mortgage January 2005 - July 2006
Skills
Jumbo Mortgage, Conventional Mortgage, FHA Mortgage, Construction Mortgage, 203K Rehab Mortgage, Home Equity Loans, Home Equity Lines of..., Investment Properties, Condos, CHFA, First Time Home Buyers, Bridge Loans, Commercial Mortgages, Second Homes, Reverse Mortgages, Co-op Mortgage, Mortgage Lending, FHA, Vacation Homes, Relocation, Sellers, Single Family Homes
Education
University of Connecticut 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Criminal Justice
Sharon High School 1991 — 1995
Guaranteed Rate November 2013 - Present
First Niagara Bank June 2013 - November 2013
Patriot National Bank January 2013 - June 2013
Master Halco, Inc November 2010 - January 2013
Bank of America November 2009 - November 2010
Pegasus Investment Group July 2006 - November 2009
Hamilton Mortgage January 2005 - July 2006
Skills
Jumbo Mortgage, Conventional Mortgage, FHA Mortgage, Construction Mortgage, 203K Rehab Mortgage, Home Equity Loans, Home Equity Lines of..., Investment Properties, Condos, CHFA, First Time Home Buyers, Bridge Loans, Commercial Mortgages, Second Homes, Reverse Mortgages, Co-op Mortgage, Mortgage Lending, FHA, Vacation Homes, Relocation, Sellers, Single Family Homes
Education
University of Connecticut 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Criminal Justice
Sharon High School 1991 — 1995
Eric Engel Eric Engel's Bank of America Experience November 2008 - August 2011
Job Experienced Finance Professional
Industry Venture Capital & Private Equity
Experience
Summit Investment Management October 2012 - Present
Bank of America November 2008 - August 2011
KeyBank Real Estate Capital September 2007 - October 2008
SunGard February 2007 - August 2007
SunGard September 2006 - January 2007
Accenture June 2003 - August 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, 2002 State Tennis..., TESOL Certification, Completed Bank of..., New Business Development, Training, Salesforce.com, Team Management, Account Management, Marketing Strategy, Marketing, Management, Credit, Advertising, Customer Service, Finance, Risk Management, Financial Modeling, Microsoft Office, Accounting, Sales, Negotiation, Financial Analysis, Portfolio Management, Business Development, Loans, Investments, Strategy, Insurance, Real Estate, Banking, Team Building, Valuation, Due Diligence, Asset Management, Consulting
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration; Finance
Benjamarachutit High School 2011 — 2012
High School English Teacher
Summit Investment Management October 2012 - Present
Bank of America November 2008 - August 2011
KeyBank Real Estate Capital September 2007 - October 2008
SunGard February 2007 - August 2007
SunGard September 2006 - January 2007
Accenture June 2003 - August 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, 2002 State Tennis..., TESOL Certification, Completed Bank of..., New Business Development, Training, Salesforce.com, Team Management, Account Management, Marketing Strategy, Marketing, Management, Credit, Advertising, Customer Service, Finance, Risk Management, Financial Modeling, Microsoft Office, Accounting, Sales, Negotiation, Financial Analysis, Portfolio Management, Business Development, Loans, Investments, Strategy, Insurance, Real Estate, Banking, Team Building, Valuation, Due Diligence, Asset Management, Consulting
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration; Finance
Benjamarachutit High School 2011 — 2012
High School English Teacher
Caitlin Martin's Bank of America Experience May 2010 - August 2011
Job Executive Administrative Professional
Industry Construction
Experience
O'LYN Roofing January 2014 - June 2015
O'Lyn Roofing Contractors September 2013 - January 2014
Life Support Systems September 2011 - July 2013
Bank of America May 2010 - August 2011
Wachovia Bank January 2009 - November 2009
Starbucks Coffee Company November 2005 - January 2009
Skills
Time Management, Customer Service, Microsoft Excel, Data Entry, Administration, Spreadsheets, Troubleshooting, Office Management, Leadership, Microsoft Office, Cash Management, PowerPoint, Administrative Work, Telephone Skills, Inventory Management, Process Scheduler, Teamwork, Accounts Payable, Office Administration, Accounts Receivable, Microsoft Word, Online Research, Outlook, Access, Budgets, QuickBooks, Sales, Management, CRM, Invoicing, Administrative..., Banking, Deposits, Work Flow Management, Standard Operating..., SOP development, Constant Contact, Email Marketing, Social Media, Social Media Marketing
Education
University of Connecticut 2005 — 2007
French
O'LYN Roofing January 2014 - June 2015
O'Lyn Roofing Contractors September 2013 - January 2014
Life Support Systems September 2011 - July 2013
Bank of America May 2010 - August 2011
Wachovia Bank January 2009 - November 2009
Starbucks Coffee Company November 2005 - January 2009
Skills
Time Management, Customer Service, Microsoft Excel, Data Entry, Administration, Spreadsheets, Troubleshooting, Office Management, Leadership, Microsoft Office, Cash Management, PowerPoint, Administrative Work, Telephone Skills, Inventory Management, Process Scheduler, Teamwork, Accounts Payable, Office Administration, Accounts Receivable, Microsoft Word, Online Research, Outlook, Access, Budgets, QuickBooks, Sales, Management, CRM, Invoicing, Administrative..., Banking, Deposits, Work Flow Management, Standard Operating..., SOP development, Constant Contact, Email Marketing, Social Media, Social Media Marketing
Education
University of Connecticut 2005 — 2007
French
James McLoughlin James McLoughlin's Bank of America Experience August 2008 - June 2011
Job Mortgage Consultant at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank March 2015 - Present
First Niagara Bank June 2011 - March 2015
Bank of America August 2008 - June 2011
Citibank (Banamex USA) June 2006 - July 2008
Skills
Retail Banking, Consumer Lending, Loans, Banking, Small Business Lending, Commercial Banking, Home Equity Lines of..., Branch Management, Credit Cards, Lines Of Credit, Building Relationships, Commercial Lending, Sales Management, Home Equity Loans, Credit, Microsoft Office, Mortgage Lending, Cold Calling, Savings Accounts, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Credit Analysis, Customer Service, Talent Acquisition, Talent Developer, Business Relationship..., Partnering, Warm Calling, Manage Client..., Health Savings Accounts, Sales, Loan Origination, Leadership, Financial Services, Residential Mortgages, Mortgage Banking, Mortgage Industry
Education
Connecticut School of Finance & Management 2014 — 2015
The University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Economics
Notre Dame West Haven 1998 — 2002
First Niagara Bank March 2015 - Present
First Niagara Bank June 2011 - March 2015
Bank of America August 2008 - June 2011
Citibank (Banamex USA) June 2006 - July 2008
Skills
Retail Banking, Consumer Lending, Loans, Banking, Small Business Lending, Commercial Banking, Home Equity Lines of..., Branch Management, Credit Cards, Lines Of Credit, Building Relationships, Commercial Lending, Sales Management, Home Equity Loans, Credit, Microsoft Office, Mortgage Lending, Cold Calling, Savings Accounts, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Credit Analysis, Customer Service, Talent Acquisition, Talent Developer, Business Relationship..., Partnering, Warm Calling, Manage Client..., Health Savings Accounts, Sales, Loan Origination, Leadership, Financial Services, Residential Mortgages, Mortgage Banking, Mortgage Industry
Education
Connecticut School of Finance & Management 2014 — 2015
The University of Connecticut 2002 — 2006
Bachelor of Arts (B.A.), Economics
Notre Dame West Haven 1998 — 2002
Kevin Caringer Kevin Caringer's Bank of America Experience June 2006 - May 2008
Job Senior Technology Executive (App Dev, QA, Agile, DevOps, Architecture)
Industry Information Technology and Services
Experience
Midcontinent Independent System Operator May 2015 - Present
Vantiv April 2013 - April 2015
Visa October 2010 - April 2013
Dish Network May 2008 - October 2010
Bank of America June 2006 - May 2008
SunGard October 2000 - June 2006
Weyerhaeuser May 1998 - October 2000
PEAK 1 Resources September 1991 - May 1998
ButtonWare 1990 - 1991
Skills
Software Development, Enterprise Architecture, Program Management, Agile Methodologies, Vendor Management, SDLC, Integration, SaaS, CRM, IT Strategy, Business Intelligence, IT Management, Management, Quality Assurance, Project Management, Process Improvement, Strategy, E-commerce, Scrum, Mobile Devices, SOA, Call Centers, Leadership, Executive Management, IT Transformation, Leadership Management, PMP, Oracle, IVR, Security Management, Technology Management, Corporate Governance, Call Center, Business Perspective, Payment Industry, Mobile Payments, Enterprise Software, Microsoft Certified..., Certified Scrum Master, Microsoft SQL Server, ERP, Business Analysis, Requirements Analysis, Testing, PMO
Education
University of Colorado Denver
MBA
University of Washington
BA
Midcontinent Independent System Operator May 2015 - Present
Vantiv April 2013 - April 2015
Visa October 2010 - April 2013
Dish Network May 2008 - October 2010
Bank of America June 2006 - May 2008
SunGard October 2000 - June 2006
Weyerhaeuser May 1998 - October 2000
PEAK 1 Resources September 1991 - May 1998
ButtonWare 1990 - 1991
Skills
Software Development, Enterprise Architecture, Program Management, Agile Methodologies, Vendor Management, SDLC, Integration, SaaS, CRM, IT Strategy, Business Intelligence, IT Management, Management, Quality Assurance, Project Management, Process Improvement, Strategy, E-commerce, Scrum, Mobile Devices, SOA, Call Centers, Leadership, Executive Management, IT Transformation, Leadership Management, PMP, Oracle, IVR, Security Management, Technology Management, Corporate Governance, Call Center, Business Perspective, Payment Industry, Mobile Payments, Enterprise Software, Microsoft Certified..., Certified Scrum Master, Microsoft SQL Server, ERP, Business Analysis, Requirements Analysis, Testing, PMO
Education
University of Colorado Denver
MBA
University of Washington
BA
Beth Slade's Bank of America Experience 2005 - April 2010
Job Event Manager at Transportation Alternatives
Industry Sports
Experience
Transportation Alternatives March 2014 - Present
Ray Fusco Inc. April 2012 - Present
Reliant Realty/Omni New York LLC January 2010 - May 2011
Bank of America 2005 - April 2010
JP Morgan 2004 - 2005
JP Morgan 2000 - 2005
Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Fundraising, Public Relations, Social Networking, Nonprofits, Marketing Strategy, Public Speaking, Marketing, Strategic Planning, Advertising, Marketing Communications, Research
Education
The University of Connecticut
MA, Anthropology
University of Florida
BA, Anthropology
Transportation Alternatives March 2014 - Present
Ray Fusco Inc. April 2012 - Present
Reliant Realty/Omni New York LLC January 2010 - May 2011
Bank of America 2005 - April 2010
JP Morgan 2004 - 2005
JP Morgan 2000 - 2005
Skills
Event Planning, Social Media Marketing, Social Media, Event Management, Fundraising, Public Relations, Social Networking, Nonprofits, Marketing Strategy, Public Speaking, Marketing, Strategic Planning, Advertising, Marketing Communications, Research
Education
The University of Connecticut
MA, Anthropology
University of Florida
BA, Anthropology
Sunil Antani's Bank of America Experience January 2006 - November 2006
Job President & CEO at Inxent
Industry Financial Services
Experience
Inxent February 2010 - Present
Antani, LLC January 2008 - Present
Easter Seals 2002 - 2012
Information Assurance Corp 2007 - April 2011
Fidelisoft January 2007 - January 2011
Bank of America January 2006 - November 2006
MBNA 1999 - 2005
MBNA 1999 - 2005
MBNA America 1993 - 2005
MBNA 1993 - 2005
Skills
Strategic Thinking, Banking, Thought Leadership, Credit Cards, Vendor Management, Executive Management, Mergers, Governance, Payment Card Processing, Risk Management, Financial Services, IT Strategy, Analytics, Budgets, Business Analysis, Business Development, Business Process..., Business Strategy, Business Transformation, CRM, Change Management, Consulting, Information Technology, Integration, Leadership, Management, Management Consulting, Mergers & Acquisitions, New Business Development, Outsourcing, PMO, Payments, Performance Management, Policy, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Project Portfolio..., Recruiting, Relationship Management, SDLC, Start-ups, Strategic Partnerships, Strategic Planning, Strategic Technology..., Strategy, Team Building, Business Intelligence
Education
The University of Connecticut 1971 — 1975
Ph. D., Theoretical Solid State Physics
The University of Connecticut 1970 — 1971
M.S., Solid State Physics
M.S. University, Baroda 1964 — 1968
B.Sc., Physics, Mathematics, Statistics
Inxent February 2010 - Present
Antani, LLC January 2008 - Present
Easter Seals 2002 - 2012
Information Assurance Corp 2007 - April 2011
Fidelisoft January 2007 - January 2011
Bank of America January 2006 - November 2006
MBNA 1999 - 2005
MBNA 1999 - 2005
MBNA America 1993 - 2005
MBNA 1993 - 2005
Skills
Strategic Thinking, Banking, Thought Leadership, Credit Cards, Vendor Management, Executive Management, Mergers, Governance, Payment Card Processing, Risk Management, Financial Services, IT Strategy, Analytics, Budgets, Business Analysis, Business Development, Business Process..., Business Strategy, Business Transformation, CRM, Change Management, Consulting, Information Technology, Integration, Leadership, Management, Management Consulting, Mergers & Acquisitions, New Business Development, Outsourcing, PMO, Payments, Performance Management, Policy, Portfolio Management, Process Improvement, Product Development, Product Management, Program Management, Project Portfolio..., Recruiting, Relationship Management, SDLC, Start-ups, Strategic Partnerships, Strategic Planning, Strategic Technology..., Strategy, Team Building, Business Intelligence
Education
The University of Connecticut 1971 — 1975
Ph. D., Theoretical Solid State Physics
The University of Connecticut 1970 — 1971
M.S., Solid State Physics
M.S. University, Baroda 1964 — 1968
B.Sc., Physics, Mathematics, Statistics
Seth Sprague, CMB's Bank of America Experience 1996 - 1998
Job Senior Vice President at Phoenix Capital
Industry Banking
Experience
Phoenix Capital, Inc. April 2013 - Present
SunTrust Mortgage November 2002 - April 2013
United Financial / Matrix Capital August 1998 - October 2002
Bank of America 1996 - 1998
KPMG Peat Marwick September 1993 - October 1996
Skills
Accounting, Risk Management, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Financial Services, Loans, Financial Modeling, Mortgage Lending, Financial Risk, Mortgage Servicing, Mortgage Banking, Loan Servicing, Banking, Credit, Leadership, Credit Analysis, Loan Origination
Education
University of Colorado at Denver 2000 — 2001
MBA
University of Richmond 1989 — 1993
Bachelor of Science (BS) - Business Administration, Accounting
University of Richmond - Robins School of Business 1989 — 1993
Phoenix Capital, Inc. April 2013 - Present
SunTrust Mortgage November 2002 - April 2013
United Financial / Matrix Capital August 1998 - October 2002
Bank of America 1996 - 1998
KPMG Peat Marwick September 1993 - October 1996
Skills
Accounting, Risk Management, Valuation, Financial Analysis, Process Improvement, Strategic Planning, Financial Services, Loans, Financial Modeling, Mortgage Lending, Financial Risk, Mortgage Servicing, Mortgage Banking, Loan Servicing, Banking, Credit, Leadership, Credit Analysis, Loan Origination
Education
University of Colorado at Denver 2000 — 2001
MBA
University of Richmond 1989 — 1993
Bachelor of Science (BS) - Business Administration, Accounting
University of Richmond - Robins School of Business 1989 — 1993
Josh Isakson's Bank of America Experience January 2010 - March 2012
Job Portfolio Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank March 2012 - Present
Bank of America January 2010 - March 2012
Edward Jones May 2008 - August 2008
Gray, Ritter & Graham May 2007 - August 2007
St. Louis County Prosecutor May 2006 - August 2006
StorageTek May 2004 - August 2004
StorageTek May 2003 - August 2003
Starbucks Coffee Company May 2002 - August 2002
Starbucks Coffee Company May 2001 - August 2001
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance & Strategy
Washington University in St. Louis School of Law 2005 — 2009
JD, Law
University of Colorado Boulder - Leeds School of Business 1999 — 2004
BMO Harris Bank March 2012 - Present
Bank of America January 2010 - March 2012
Edward Jones May 2008 - August 2008
Gray, Ritter & Graham May 2007 - August 2007
St. Louis County Prosecutor May 2006 - August 2006
StorageTek May 2004 - August 2004
StorageTek May 2003 - August 2003
Starbucks Coffee Company May 2002 - August 2002
Starbucks Coffee Company May 2001 - August 2001
Education
Washington University in St. Louis - Olin Business School 2007 — 2009
MBA, Finance & Strategy
Washington University in St. Louis School of Law 2005 — 2009
JD, Law
University of Colorado Boulder - Leeds School of Business 1999 — 2004
Sean Mackey's Bank of America Experience November 2005 - March 2007
Job VP Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust - Hedge Fund Services April 2011 - Present
Bank of America/Merrill Lynch October 2009 - December 2010
LaSalle Global Fund Services March 2009 - October 2009
LaSalle Global Fund Services March 2007 - March 2009
Bank of America November 2005 - March 2007
Bank of America August 2004 - November 2005
Bank of America August 2003 - August 2004
Computershare Investor Services February 2002 - August 2003
First Trust Corporation/DATAlynx March 2000 - August 2001
Datalynx/First Trust November 1999 - March 2000
Skills
Middle Office, Financial Risk, Swaps, Options, Trading, Finance, Prime Brokerage, Operational Risk, Structured Products, Derivatives, Fixed Income, Capital Markets, Investments, Equities, Hedge Funds
Education
University of Colorado Boulder 1994 — 1998
BS, Finance and Accounting
Northern Trust - Hedge Fund Services April 2011 - Present
Bank of America/Merrill Lynch October 2009 - December 2010
LaSalle Global Fund Services March 2009 - October 2009
LaSalle Global Fund Services March 2007 - March 2009
Bank of America November 2005 - March 2007
Bank of America August 2004 - November 2005
Bank of America August 2003 - August 2004
Computershare Investor Services February 2002 - August 2003
First Trust Corporation/DATAlynx March 2000 - August 2001
Datalynx/First Trust November 1999 - March 2000
Skills
Middle Office, Financial Risk, Swaps, Options, Trading, Finance, Prime Brokerage, Operational Risk, Structured Products, Derivatives, Fixed Income, Capital Markets, Investments, Equities, Hedge Funds
Education
University of Colorado Boulder 1994 — 1998
BS, Finance and Accounting
Adam Lorenzo's Bank of America Experience August 2011 - December 2013
Job Home Mortgage Consultant at Wells Fargo Home Mortgage NMLSR # 236430
Industry Real Estate
Experience
Wells Fargo Home Mortgage December 2013 - Present
Bank of America August 2011 - December 2013
Professional Real Estate Group November 2010 - July 2011
Allstate Bancorp 2005 - 2010
Skills
Real Estate, REO, FHA, Residential Homes, Selling, First Time Home Buyers, Investment Properties, Foreclosures, Sellers, Sales, Condos, Loans, Real Estate Transactions, Finance
Education
The University of Connecticut 1988 — 1992
Wells Fargo Home Mortgage December 2013 - Present
Bank of America August 2011 - December 2013
Professional Real Estate Group November 2010 - July 2011
Allstate Bancorp 2005 - 2010
Skills
Real Estate, REO, FHA, Residential Homes, Selling, First Time Home Buyers, Investment Properties, Foreclosures, Sellers, Sales, Condos, Loans, Real Estate Transactions, Finance
Education
The University of Connecticut 1988 — 1992
Vladimir Kamenev's Bank of America Experience January 2006 - November 2006
Job Sr. Business Analyst, Financial Services SME
Industry Financial Services
Experience
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
IMPRO SYSTEMS, Inc January 2006 - Present
BNY Mellon September 2012 - August 2014
Royal Bank of Scotland March 2011 - September 2012
Deutsche Bank June 2010 - January 2011
Misys February 2010 - June 2010
Merrill Lynch October 2009 - January 2010
Markit June 2008 - June 2009
Merrill Lynch October 2007 - June 2008
HSBC Securities November 2006 - July 2007
Bank of America January 2006 - November 2006
Skills
Derivatives, Fixed Income, Business Analysis, Project Management, FX Options, SDLC, Bloomberg, Back Office, Equities, Trading, Risk Management, Financial Markets
Education
Futures in Information Technology 2000 — 2001
Certificate, Information Technology
University of Colorado Boulder 1991 — 1994
Mark T Johnson's Bank of America Experience July 2014 - Present
Job Vendor Manager at Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
Bank of America October 2011 - July 2014
Bank of America October 2008 - October 2011
Bank of America October 2007 - October 2008
Bank of America November 2005 - October 2007
Bank of America November 2003 - August 2005
IBM January 2001 - January 2003
Skills
ITIL, Service Delivery, Incident Management, Service Management, IT Service Management, Business Analysis, Project Management, Teamwork, Problem Management, Vendor Management, Vendor Relationship..., Vendor Governance, Business Process...
Education
University of Colorado Denver 1990 — 1995
Masters of Science, Information Systems Management
University of Colorado Denver
BS, Operations Management
Bank of America July 2014 - Present
Bank of America October 2011 - July 2014
Bank of America October 2008 - October 2011
Bank of America October 2007 - October 2008
Bank of America November 2005 - October 2007
Bank of America November 2003 - August 2005
IBM January 2001 - January 2003
Skills
ITIL, Service Delivery, Incident Management, Service Management, IT Service Management, Business Analysis, Project Management, Teamwork, Problem Management, Vendor Management, Vendor Relationship..., Vendor Governance, Business Process...
Education
University of Colorado Denver 1990 — 1995
Masters of Science, Information Systems Management
University of Colorado Denver
BS, Operations Management
Casey Burrows's Bank of America Experience March 2014 - Present
Job AVP, Consumer Product Strategic Analyst at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Bank of America August 2009 - February 2014
Mammoth Mountain Ski Area October 2008 - May 2009
Countrywide Securities Corporation October 2004 - September 2008
Countrywide Home Loans December 2002 - May 2004
PC Investments July 2002 - December 2002
Skills
Bloomberg, Microsoft Excel, Financial Analysis, Finance, Analytics, SQL Server Management..., Microsoft Word, Financial Reporting, Financial Modeling, Accounting, Project Management, Cash Flow Forecasting, AS400 system, Photography, Photoshop, Statistical Data..., Data Mining
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
BS, Business Administration - Emphasis in Finance
University of Hartford 1997 — 1999
Economics/Finances
Bank of America March 2014 - Present
Bank of America August 2009 - February 2014
Mammoth Mountain Ski Area October 2008 - May 2009
Countrywide Securities Corporation October 2004 - September 2008
Countrywide Home Loans December 2002 - May 2004
PC Investments July 2002 - December 2002
Skills
Bloomberg, Microsoft Excel, Financial Analysis, Finance, Analytics, SQL Server Management..., Microsoft Word, Financial Reporting, Financial Modeling, Accounting, Project Management, Cash Flow Forecasting, AS400 system, Photography, Photoshop, Statistical Data..., Data Mining
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2002
BS, Business Administration - Emphasis in Finance
University of Hartford 1997 — 1999
Economics/Finances
Akash Desai's Bank of America Experience May 2011 - Present
Job SVP: Senior technology developer at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2011 - Present
IBM June 2004 - May 2011
Education
University of Connecticut 2001 — 2004
Bank of America May 2011 - Present
IBM June 2004 - May 2011
Education
University of Connecticut 2001 — 2004
Maren McCloud's Bank of America Experience October 2013 - Present
Job Banking Support
Industry Financial Services
Experience
Bank of America October 2013 - Present
MKM Enterprises July 2003 - Present
Positive Pace January 2003 - Present
Bank of America April 2006 - October 2013
Vector Marketing July 2002 - January 2004
Skills
Management, Graphic Design, Marketing Strategy, Strategic Planning, Project Management, Team Building, Web Design, Risk Management, Microsoft Excel, Sales Management, New Business Development, Product Development, Marketing, Cross-functional Team..., Contract Negotiation, Team Leadership, Team Management, Business Strategy, Key Account Management, Leadership, Market Planning, Public Speaking, Inspiration, Inspiring People, Inspiring Teams, Process Efficiency, Business Process...
Education
Empire College 2009 — 2010
Law
University of Colorado Boulder 2000 — 2004
Political Science and Communications
Bank of America October 2013 - Present
MKM Enterprises July 2003 - Present
Positive Pace January 2003 - Present
Bank of America April 2006 - October 2013
Vector Marketing July 2002 - January 2004
Skills
Management, Graphic Design, Marketing Strategy, Strategic Planning, Project Management, Team Building, Web Design, Risk Management, Microsoft Excel, Sales Management, New Business Development, Product Development, Marketing, Cross-functional Team..., Contract Negotiation, Team Leadership, Team Management, Business Strategy, Key Account Management, Leadership, Market Planning, Public Speaking, Inspiration, Inspiring People, Inspiring Teams, Process Efficiency, Business Process...
Education
Empire College 2009 — 2010
Law
University of Colorado Boulder 2000 — 2004
Political Science and Communications
Ronald Liufau's Bank of America Experience May 2010 - Present
Job SVP, Associate Readiness at Bank of America
Industry Banking
Experience
Bank of America May 2010 - Present
Bank of America October 2008 - May 2010
Skills
Loans, Banking, Credit, Small Business Lending, Mortgage Banking, Consumer Lending
Education
University of Colorado Boulder 1977 — 1981
Bank of America May 2010 - Present
Bank of America October 2008 - May 2010
Skills
Loans, Banking, Credit, Small Business Lending, Mortgage Banking, Consumer Lending
Education
University of Colorado Boulder 1977 — 1981
Jay Parry's Bank of America Experience 1985 - 2000
Job Senior Vice President at Phoenix Suns
Industry Sports
Experience
Phoenix Suns July 2010 - Present
Phoenix Mercury February 2004 - August 2011
Phoenix Suns 2004 - July 2010
Torrey Pines Golf Course 2003 - 2004
Bank of America 1985 - 2000
Education
University of Colorado at Boulder - Leeds School of Business
finance
Phoenix Suns July 2010 - Present
Phoenix Mercury February 2004 - August 2011
Phoenix Suns 2004 - July 2010
Torrey Pines Golf Course 2003 - 2004
Bank of America 1985 - 2000
Education
University of Colorado at Boulder - Leeds School of Business
finance
Gary Giovanini, CPA's Bank of America Experience August 2014 - Present
Job VP, Manager Global HR Finance at Bank of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
Bank of America January 2013 - July 2014
Bank of America May 2010 - December 2012
Williamsburg Landing, Inc. May 2009 - March 2010
BKD, LLP December 2007 - August 2008
BKD, LLP May 2006 - November 2007
BKD, LLP November 2004 - May 2006
Skills
Auditing, Financial Modeling, Cash Flow, Finance, Managerial Finance, Financial Reporting, Financial Analysis, Accounting, Internal Controls, GAAP, General Ledger, Variance Analysis, Business Valuation, QuickBooks, Sarbanes-Oxley Act, Financial Accounting, Strategic Financial..., Corporate Finance, US GAAP, Accounts Payable, Management, Budgets, Leadership, Financial Audits, Forecasting
Education
THE COLLEGE OF WILLIAM AND MARYMason School of Business 2008 — 2010
Master, Business Administration; financial management
University of Colorado Colorado Springs 2002 — 2006
BS, Accounting
Bank of America August 2014 - Present
Bank of America January 2013 - July 2014
Bank of America May 2010 - December 2012
Williamsburg Landing, Inc. May 2009 - March 2010
BKD, LLP December 2007 - August 2008
BKD, LLP May 2006 - November 2007
BKD, LLP November 2004 - May 2006
Skills
Auditing, Financial Modeling, Cash Flow, Finance, Managerial Finance, Financial Reporting, Financial Analysis, Accounting, Internal Controls, GAAP, General Ledger, Variance Analysis, Business Valuation, QuickBooks, Sarbanes-Oxley Act, Financial Accounting, Strategic Financial..., Corporate Finance, US GAAP, Accounts Payable, Management, Budgets, Leadership, Financial Audits, Forecasting
Education
THE COLLEGE OF WILLIAM AND MARYMason School of Business 2008 — 2010
Master, Business Administration; financial management
University of Colorado Colorado Springs 2002 — 2006
BS, Accounting
Lori Liegl's Bank of America Experience January 2011 - Present
Job VP; Manager Finance Business Support at Bank of America
Industry Accounting
Experience
Bank of America January 2011 - Present
KB Home November 2004 - January 2011
Ernst & Young 1998 - 2004
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
Bank of America January 2011 - Present
KB Home November 2004 - January 2011
Ernst & Young 1998 - 2004
Education
University of Colorado Boulder - Leeds School of Business 1994 — 1998
Joel Francamano's Bank of America Experience 2008 - 2011
Job Owner, Leoj Software
Industry Information Technology and Services
Experience
Leoj Software VP Finance ControllerBank of America2008 - 2011
Bank of America 2008 - 2011
Insurance Technologies 1997 - 2005
Skills
C#, Agile Methodologies, Business Analysis, SQL, SDLC, Microsoft SQL Server, Business Intelligence, Software Development, Risk Management, Data Warehousing, Requirements Analysis, Software Quality...
Education
University of Colorado Colorado Springs 1990 — 1993
Leoj Software VP Finance ControllerBank of America2008 - 2011
Bank of America 2008 - 2011
Insurance Technologies 1997 - 2005
Skills
C#, Agile Methodologies, Business Analysis, SQL, SDLC, Microsoft SQL Server, Business Intelligence, Software Development, Risk Management, Data Warehousing, Requirements Analysis, Software Quality...
Education
University of Colorado Colorado Springs 1990 — 1993
Brandon Steinweg's Bank of America Experience December 2004 - July 2008
Job Owner CEO at Shiny Objects LLC
Industry Marketing and Advertising
Experience
Shiny Objects LLC August 2010 - Present
Infusionsoft September 2008 - December 2014
Bank of America December 2004 - July 2008
Skills
Marketing Automation, Business Strategy, Business Process..., Marketing Strategy, Marketing, CRM, E-commerce, Sales Operations, Direct Sales, Sales Process, Brand Development, Brand Management, Brand Awareness, Branding & Identity, Building Relationships, Web Marketing, SaaS, Entrepreneurship, Lead Generation, Online Advertising, Online Marketing, Infusionsoft, Web Analytics, Web Design, Email Marketing, Email Strategy, SEM, SEO, Start-ups, Social Media, Social Media Marketing, Enterprise Software, Small Business, Small Business Marketing, Salesforce.com, Strategic Partnerships
Education
University of Colorado Colorado Springs 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Shiny Objects LLC August 2010 - Present
Infusionsoft September 2008 - December 2014
Bank of America December 2004 - July 2008
Skills
Marketing Automation, Business Strategy, Business Process..., Marketing Strategy, Marketing, CRM, E-commerce, Sales Operations, Direct Sales, Sales Process, Brand Development, Brand Management, Brand Awareness, Branding & Identity, Building Relationships, Web Marketing, SaaS, Entrepreneurship, Lead Generation, Online Advertising, Online Marketing, Infusionsoft, Web Analytics, Web Design, Email Marketing, Email Strategy, SEM, SEO, Start-ups, Social Media, Social Media Marketing, Enterprise Software, Small Business, Small Business Marketing, Salesforce.com, Strategic Partnerships
Education
University of Colorado Colorado Springs 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering
Donna Mineo's Bank of America Experience 2004 - 2004
Job Director Support Services at Uconn Health Center
Industry Hospital & Health Care
Experience
University of Connecticut Health Center 2008 - Present
The Hartford 2004 - 2008
Fleet Bank October 2000 - February 2004
Bank of America 2004 - 2004
University of Connecticut School of Law August 1998 - October 2000
University of Connecticut September 1996 - August 1998
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Team Leadership, Disaster Recovery, IT Management, Integration, Visio, SharePoint
Education
University of Connecticut 1996 — 2003
University of Minnesota-Twin Cities
University of Connecticut Health Center 2008 - Present
The Hartford 2004 - 2008
Fleet Bank October 2000 - February 2004
Bank of America 2004 - 2004
University of Connecticut School of Law August 1998 - October 2000
University of Connecticut September 1996 - August 1998
Skills
Process Improvement, Business Analysis, Project Management, Vendor Management, Team Leadership, Disaster Recovery, IT Management, Integration, Visio, SharePoint
Education
University of Connecticut 1996 — 2003
University of Minnesota-Twin Cities
Carol Wiesinger's Bank of America Experience January 1992 - January 1995
Job Audit & Accounting Professional
Industry Accounting
Experience
Advanced Interactive Systems, Inc. November 2010 - March 2013
Nordberg Hammack Kolp & Cash PS January 1999 - August 2010
Bank of America January 1992 - January 1995
Bank of America January 1987 - January 1992
Bank of America January 1985 - January 1987
Skills
Auditing, Internal Controls, Accounting, Account Reconciliation, General Ledger, GAAP, Financial Reporting, Internal Audit, Sales Tax, External Audit, Customer Service, Tax Research, Financial Analysis, Process Improvement, Software Documentation, Microsoft Excel, Accounts Payable, Journal Entries, Mergers & Acquisitions, Fixed Assets, Sarbanes-Oxley, Tax Accounting, Revenue Recognition, Tax Returns, Tax Preparation, Financial Statements, Budgets, Bank Reconciliation, Analysis, Spreadsheets, CPA, Forecasting, Variance Analysis, US GAAP, Accruals, QuickBooks, Preparation
Education
University of Colorado Denver 1981 — 1984
Bachelor of Science, Business Administration, Accounting
Advanced Interactive Systems, Inc. November 2010 - March 2013
Nordberg Hammack Kolp & Cash PS January 1999 - August 2010
Bank of America January 1992 - January 1995
Bank of America January 1987 - January 1992
Bank of America January 1985 - January 1987
Skills
Auditing, Internal Controls, Accounting, Account Reconciliation, General Ledger, GAAP, Financial Reporting, Internal Audit, Sales Tax, External Audit, Customer Service, Tax Research, Financial Analysis, Process Improvement, Software Documentation, Microsoft Excel, Accounts Payable, Journal Entries, Mergers & Acquisitions, Fixed Assets, Sarbanes-Oxley, Tax Accounting, Revenue Recognition, Tax Returns, Tax Preparation, Financial Statements, Budgets, Bank Reconciliation, Analysis, Spreadsheets, CPA, Forecasting, Variance Analysis, US GAAP, Accruals, QuickBooks, Preparation
Education
University of Colorado Denver 1981 — 1984
Bachelor of Science, Business Administration, Accounting
Gary Flieger's Bank of America Experience October 2011 - Present
Job Senior Vice President and National Manager
Industry Financial Services
Experience
Bank of America October 2011 - Present
Bank of America, Corporate 1990 - 2010
Skills
Banking, Capital Markets, Loans, Credit Risk, Syndications, Credit, Commercial Banking, Portfolio Management, Risk Management, Commercial Lending, Treasury Management, Credit Analysis, Relationship Management, Financial Structuring
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1980
Englewood High School
Bank of America October 2011 - Present
Bank of America, Corporate 1990 - 2010
Skills
Banking, Capital Markets, Loans, Credit Risk, Syndications, Credit, Commercial Banking, Portfolio Management, Risk Management, Commercial Lending, Treasury Management, Credit Analysis, Relationship Management, Financial Structuring
Education
University of Colorado Boulder - Leeds School of Business 1976 — 1980
Englewood High School
Nicholas Manciero's Bank of America Experience May 2006 - May 2007
Job Mathematics Instructor
Industry Primary/Secondary Education
Experience
Fairfield Public Schools August 2015 - Present
All Wired Up March 2010 - Present
New Haven Board of Education August 2013 - August 2015
Zebra Capital Management LLC June 2008 - February 2010
JPMorgan Chase May 2007 - April 2008
Bank of America May 2006 - May 2007
Skills
Equities, Investment Advisory, Alternative Investments, Asset Managment, Capital Markets, Financial Analysis, Trading, Financial Modeling, Wealth Management, Hedge Funds, Investments, Investment Banking, Investor Relations, Securities, Investment Strategies, Equity Research, Due Diligence, Client Services, Relationship Management, Funding, Quantitative Finance, Fixed Income, Portfolio Management, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Marketing
Education
University of Connecticut 1999 — 2004
BA, Mathematics
Fairfield Public Schools August 2015 - Present
All Wired Up March 2010 - Present
New Haven Board of Education August 2013 - August 2015
Zebra Capital Management LLC June 2008 - February 2010
JPMorgan Chase May 2007 - April 2008
Bank of America May 2006 - May 2007
Skills
Equities, Investment Advisory, Alternative Investments, Asset Managment, Capital Markets, Financial Analysis, Trading, Financial Modeling, Wealth Management, Hedge Funds, Investments, Investment Banking, Investor Relations, Securities, Investment Strategies, Equity Research, Due Diligence, Client Services, Relationship Management, Funding, Quantitative Finance, Fixed Income, Portfolio Management, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Marketing
Education
University of Connecticut 1999 — 2004
BA, Mathematics
Kurt Frantz's Bank of America Experience 1999 - 2000
Job Marketing Analyst at i2 Technologies
Industry Logistics and Supply Chain
Experience
i2 Technologies Marketing Analysti2 Technologies
EMC Mortgage 2001 - 2007
Bank of America 1999 - 2000
Education
University of Colorado Boulder 1988 — 1990
B.S., Communication
i2 Technologies Marketing Analysti2 Technologies
EMC Mortgage 2001 - 2007
Bank of America 1999 - 2000
Education
University of Colorado Boulder 1988 — 1990
B.S., Communication
Nicole Toussaint's Bank of America Experience October 2007 - Present
Job Student at The University of Connecticut
Industry Financial Services
Experience
Bank of America October 2007 - Present
Webster Bank May 2006 - September 2007
Education
University of Connecticut 2005 — 2009
Bank of America October 2007 - Present
Webster Bank May 2006 - September 2007
Education
University of Connecticut 2005 — 2009
Ida Tang's Bank of America Experience 2005 - 2005
Job Customer Service at Meadow Farms Fundraising
Industry Fund-Raising
Experience
Meadow Farms Fundraising August 2011 - Present
Tyco International February 2010 - February 2011
REALTOR Association of Pioneer Valley June 2009 - January 2010
REALTOR® Association of Pioneer Valley October 2005 - January 2010
Bank of America 2005 - 2005
Prudential CT Realty 2003 - 2005
Bank of America June 2002 - July 2004
Gerber Technology 2000 - 2002
Fleet Bank February 1996 - June 1999
S.E.C. Inc. August 1993 - September 1994
Skills
Relocation, Real Estate, First Time Home Buyers, Customer Service, Referrals
Education
University of Connecticut 1992 — 1994
Meadow Farms Fundraising August 2011 - Present
Tyco International February 2010 - February 2011
REALTOR Association of Pioneer Valley June 2009 - January 2010
REALTOR® Association of Pioneer Valley October 2005 - January 2010
Bank of America 2005 - 2005
Prudential CT Realty 2003 - 2005
Bank of America June 2002 - July 2004
Gerber Technology 2000 - 2002
Fleet Bank February 1996 - June 1999
S.E.C. Inc. August 1993 - September 1994
Skills
Relocation, Real Estate, First Time Home Buyers, Customer Service, Referrals
Education
University of Connecticut 1992 — 1994
Dan Kucenski's Bank of America Experience April 2009 - June 2013
Job Senior Application Developer at Aetna
Industry Information Services
Experience
Aetna January 2014 - Present
CVS Caremark Corporation July 2013 - January 2014
Bank of America April 2009 - June 2013
Countrywide Bank April 2006 - March 2009
MotZZ Laboratory 2004 - 2008
CDI Corporation April 1998 - March 2006
Terra International / Workman Ag Consultants June 1995 - March 1998
Skills
SSIS, SQL, Databases, T-SQL, Access, Microsoft SQL Server, .NET, Visual Basic, Software Development, Visual Studio, Teradata, Subversion, VBA, Oracle, Analysis, ETL, C#, Database Design, Software Documentation, Visio, Requirements Analysis, Business Intelligence, Data Warehousing, Business Analysis, XML, Stored Procedures, Leadership
Education
University of Colorado Denver 1976 — 1979
BA, Chemistry
Valparaiso University 1971 — 1973
Physics, Mathematics
Concordia Theological Seminary 1979 — 1984
M Div, Theology
Aetna January 2014 - Present
CVS Caremark Corporation July 2013 - January 2014
Bank of America April 2009 - June 2013
Countrywide Bank April 2006 - March 2009
MotZZ Laboratory 2004 - 2008
CDI Corporation April 1998 - March 2006
Terra International / Workman Ag Consultants June 1995 - March 1998
Skills
SSIS, SQL, Databases, T-SQL, Access, Microsoft SQL Server, .NET, Visual Basic, Software Development, Visual Studio, Teradata, Subversion, VBA, Oracle, Analysis, ETL, C#, Database Design, Software Documentation, Visio, Requirements Analysis, Business Intelligence, Data Warehousing, Business Analysis, XML, Stored Procedures, Leadership
Education
University of Colorado Denver 1976 — 1979
BA, Chemistry
Valparaiso University 1971 — 1973
Physics, Mathematics
Concordia Theological Seminary 1979 — 1984
M Div, Theology
Lein Tung's Bank of America Experience November 1989 - March 2007
Job Senior Relationship Manager at Capital One Bank
Industry Banking
Experience
Capital One Bank January 2008 - Present
Wachovia Bank March 2007 - January 2008
Bank of America November 1989 - March 2007
US Army December 1983 - December 2004
Skills
Real Estate, Credit, Structured Finance, Underwriting, Banking, Risk Management, Loans, Commercial Lending, Investments, Loan Origination, Mortgage Lending, Portfolio Management, Finance, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1985
MBA, Finance
University of Colorado Boulder 1978 — 1983
BA, History
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, International Business
Capital One Bank January 2008 - Present
Wachovia Bank March 2007 - January 2008
Bank of America November 1989 - March 2007
US Army December 1983 - December 2004
Skills
Real Estate, Credit, Structured Finance, Underwriting, Banking, Risk Management, Loans, Commercial Lending, Investments, Loan Origination, Mortgage Lending, Portfolio Management, Finance, Credit Analysis
Education
University of Colorado Boulder - Leeds School of Business 1983 — 1985
MBA, Finance
University of Colorado Boulder 1978 — 1983
BA, History
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, International Business
Lili Vargas's Bank of America Experience August 2012 - Present
Job Mortgage Loan Consultant
Industry Banking
Experience
Bank of America August 2012 - Present
Peoples Home Lending October 2011 - July 2012
CSP Inc. February 2008 - July 2011
GEM Mtg. Co./ Venture Fncl Svcs./ AmeriFirst Fncl. Svcs. 2001 - 2008
Evitt East Valley Collobaration January 2001 - September 2001
Tandem Staffing 1999 - August 2000
SIX Telekurs June 1993 - October 1998
Skills
Sales, Mortgage Lending, Client Relationship..., Liaison, Persuasive Communication, Multitasker, Detailed Analysis, Recruitment/Retention, Bilingual-Spanish, Great People Skills, Outstanding Customer..., Business Networking, Phone Sales, Conventional Mortgage..., VA Financing, FHA Financing, Residential Mortgages
Education
University of Connecticut 1988 — 1993
BS, Communications & Business
Bank of America August 2012 - Present
Peoples Home Lending October 2011 - July 2012
CSP Inc. February 2008 - July 2011
GEM Mtg. Co./ Venture Fncl Svcs./ AmeriFirst Fncl. Svcs. 2001 - 2008
Evitt East Valley Collobaration January 2001 - September 2001
Tandem Staffing 1999 - August 2000
SIX Telekurs June 1993 - October 1998
Skills
Sales, Mortgage Lending, Client Relationship..., Liaison, Persuasive Communication, Multitasker, Detailed Analysis, Recruitment/Retention, Bilingual-Spanish, Great People Skills, Outstanding Customer..., Business Networking, Phone Sales, Conventional Mortgage..., VA Financing, FHA Financing, Residential Mortgages
Education
University of Connecticut 1988 — 1993
BS, Communications & Business
Richman Lieu's Bank of America Experience March 2008 - Present
Job AVP; Consultant Systems Engineering at Bank of America
Industry Banking
Experience
Bank of America March 2008 - Present
Perot Systems 2006 - 2008
Caremark 2003 - 2006
Price Waterhouse Coopers 2001 - 2002
Skills
Integration, Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Project Management, Unix, Enterprise Architecture, Business Process..., IT Strategy, System Monitoring, IBM Tivoli, Netcool, Linux, Microsoft SQL Server, PHP, HTML, ITIL, SQL, MySQL, SharePoint, Visio, Business Intelligence, Requirements Gathering
Education
University of Colorado Boulder 1995 — 2000
Bachelor of Science, Information Systems, Psychology
Bank of America March 2008 - Present
Perot Systems 2006 - 2008
Caremark 2003 - 2006
Price Waterhouse Coopers 2001 - 2002
Skills
Integration, Business Analysis, SDLC, Process Improvement, Vendor Management, Requirements Analysis, Project Management, Unix, Enterprise Architecture, Business Process..., IT Strategy, System Monitoring, IBM Tivoli, Netcool, Linux, Microsoft SQL Server, PHP, HTML, ITIL, SQL, MySQL, SharePoint, Visio, Business Intelligence, Requirements Gathering
Education
University of Colorado Boulder 1995 — 2000
Bachelor of Science, Information Systems, Psychology
Adnan Foysol's Bank of America Experience August 2002 - November 2010
Job Connecticut Center for Advanced Technology, Inc.
Industry Renewables & Environment
Experience
Connecticut Center for Advanced Technology, Inc. November 2010 - Present
Bank of America August 2002 - November 2010
University of Connecticut August 2002 - May 2004
Skills
Engineering, Research, Analysis, Teamwork, Microsoft Office, Chemistry, Project Management, Microsoft Word, Life Cycle Assessment, Technology Evaluation, Excel, PowerPoint, Problem Solving, Team Leadership, Word, GREET Model, PolyMath, Aspen Plus, Visio
Education
University of Connecticut 2002 — 2007
B.S., Chemical Engineering
Connecticut Center for Advanced Technology, Inc. November 2010 - Present
Bank of America August 2002 - November 2010
University of Connecticut August 2002 - May 2004
Skills
Engineering, Research, Analysis, Teamwork, Microsoft Office, Chemistry, Project Management, Microsoft Word, Life Cycle Assessment, Technology Evaluation, Excel, PowerPoint, Problem Solving, Team Leadership, Word, GREET Model, PolyMath, Aspen Plus, Visio
Education
University of Connecticut 2002 — 2007
B.S., Chemical Engineering
Monica Castignoli's Bank of America Experience June 2012 - September 2013
Job Assitant at ZenithOptimedia Group I The ROI Agency
Industry Marketing and Advertising
Experience
Phoenix Events December 2013 - Present
ZenithOptimedia Group I The ROI Agency November 2014 - Present
MJHS June 2014 - November 2014
JPMorgan Chase March 2014 - June 2014
A very busy family November 2013 - June 2014
Bank of America June 2012 - September 2013
Bank of America October 2010 - 2012
BMS Reinsurance February 2010 - September 2010
Stewart Staffing Solutions December 2009 - February 2010
Continental Caterers June 2002 - 2010
Skills
Microsoft Office, Microsoft Word, Access, Customer Service, Leadership, Microsoft Excel, Credit Analysis, Credit, Financial Analysis, Analysis, Mortgage Lending, Loans, Event Planning, Public Speaking, Credit Risk, Time Management, PowerPoint, Social Media, Mortgage Underwriting, Outlook, Data Analysis, Data Entry, Facebook, Budgets, Social Networking, Editing, Creative Direction, Creative Strategy, Creative Solutions, Logistics, Hospitality, Bartending, Cooking, Vegetarian Cooking, Decoration, Wedding Planning, Third Party Vendor...
Education
University of Connecticut 2005 — 2009
Bachelor of Arts, Communications
Lauralton Hall 2001 — 2005
Diploma
Phoenix Events December 2013 - Present
ZenithOptimedia Group I The ROI Agency November 2014 - Present
MJHS June 2014 - November 2014
JPMorgan Chase March 2014 - June 2014
A very busy family November 2013 - June 2014
Bank of America June 2012 - September 2013
Bank of America October 2010 - 2012
BMS Reinsurance February 2010 - September 2010
Stewart Staffing Solutions December 2009 - February 2010
Continental Caterers June 2002 - 2010
Skills
Microsoft Office, Microsoft Word, Access, Customer Service, Leadership, Microsoft Excel, Credit Analysis, Credit, Financial Analysis, Analysis, Mortgage Lending, Loans, Event Planning, Public Speaking, Credit Risk, Time Management, PowerPoint, Social Media, Mortgage Underwriting, Outlook, Data Analysis, Data Entry, Facebook, Budgets, Social Networking, Editing, Creative Direction, Creative Strategy, Creative Solutions, Logistics, Hospitality, Bartending, Cooking, Vegetarian Cooking, Decoration, Wedding Planning, Third Party Vendor...
Education
University of Connecticut 2005 — 2009
Bachelor of Arts, Communications
Lauralton Hall 2001 — 2005
Diploma
Laurie Bartholomew's Bank of America Experience 2001 - 2004
Job Area Executive at First Citizens Bank
Industry Banking
Experience
First Citizens Bank May 2012 - Present
US Bank August 2007 - May 2012
Bank of America 2001 - 2004
First Midwest Bank 1991 - 1997
Cosmopolitan Bank May 1991 - May 1996
Wells Fargo Bank 1986 - 1989
Skills
Treasury Management, Mortgage Lending, Finance, Leadership, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Banking, Credit Risk, Financial Analysis, Underwriting, Portfolio Management, SBA, Mergers, Business Development, Management, Mergers, Small Business Lending
Education
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, Finance
First Citizens Bank May 2012 - Present
US Bank August 2007 - May 2012
Bank of America 2001 - 2004
First Midwest Bank 1991 - 1997
Cosmopolitan Bank May 1991 - May 1996
Wells Fargo Bank 1986 - 1989
Skills
Treasury Management, Mortgage Lending, Finance, Leadership, Commercial Real Estate, Credit Analysis, Credit, Commercial Lending, Banking, Credit Risk, Financial Analysis, Underwriting, Portfolio Management, SBA, Mergers, Business Development, Management, Mergers, Small Business Lending
Education
University of Colorado Boulder - Leeds School of Business 1978 — 1983
BS, Finance
Seth Mellon's Bank of America Experience 2010 - Present
Job Credit Prop Trading at Bank of America
Industry Financial Services
Experience
Bank of America 2010 - Present
Bank of America 2007 - 2009
Merrill Lynch 2005 - 2007
Megrant 2003 - 2005
Allegheny Energy 2001 - 2003
Merrill Lynch 1999 - 2001
Chicago Mercantile Exchange 1997 - 1997
Skills
CDS, Credit Derivatives, Derivatives, Credit, Fixed Income, Trading, Proprietary Trading, Investment Banking, Options, Bloomberg, Hedge Funds
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
B.S., Finance
Bank of America 2010 - Present
Bank of America 2007 - 2009
Merrill Lynch 2005 - 2007
Megrant 2003 - 2005
Allegheny Energy 2001 - 2003
Merrill Lynch 1999 - 2001
Chicago Mercantile Exchange 1997 - 1997
Skills
CDS, Credit Derivatives, Derivatives, Credit, Fixed Income, Trading, Proprietary Trading, Investment Banking, Options, Bloomberg, Hedge Funds
Education
University of Colorado Boulder - Leeds School of Business 1995 — 1999
B.S., Finance
Ricardo Sagahon (Ric)'s Bank of America Experience 2004 - 2007
Job Apple Tier 2 Advisor at Kelly Connect
Industry Professional Training & Coaching
Experience
Kelly Connect August 2015 - Present
Kelly Connect January 2015 - August 2015
Kelly Services (Apple Online Store) August 2014 - January 2015
Human Services Agency February 2013 - May 2014
Verizon Wireless February 2010 - January 2013
San Mateo County 2013 - 2013
Wachovia/Wells Fargo 2007 - 2010
Bank of America 2004 - 2007
MCI Corporation January 1980 - January 1999
Skills
Process Improvement, Team Building, Vendor Management, Telecommunications, Change Management, Wireless, Customer Satisfaction, Team Leadership, Account Management, Customer Service, Customer Experience, Call Center, Project Management, Call Centers, Leadership, Facilities Management, Operations Management, Sales Management, Program Management, Management, Analysis, Training, Cross-functional Team..., Sales, Customer Retention, Security, Contract Negotiation, Coaching, Sales Operations, Event Planning, CRM, Leadership Development, Performance Management, Business Development, Budgets, Direct Sales, Project Planning, Outsourcing, Marketing
Education
University of Colorado at Colorado Springs 1980 — 1982
Sociology
USAF School of Health Care Sciences 1975 — 1977
Cerfified Labratory Technologist, Clinical Laboratory Science/Medical Technology/Technologist
Kelly Connect August 2015 - Present
Kelly Connect January 2015 - August 2015
Kelly Services (Apple Online Store) August 2014 - January 2015
Human Services Agency February 2013 - May 2014
Verizon Wireless February 2010 - January 2013
San Mateo County 2013 - 2013
Wachovia/Wells Fargo 2007 - 2010
Bank of America 2004 - 2007
MCI Corporation January 1980 - January 1999
Skills
Process Improvement, Team Building, Vendor Management, Telecommunications, Change Management, Wireless, Customer Satisfaction, Team Leadership, Account Management, Customer Service, Customer Experience, Call Center, Project Management, Call Centers, Leadership, Facilities Management, Operations Management, Sales Management, Program Management, Management, Analysis, Training, Cross-functional Team..., Sales, Customer Retention, Security, Contract Negotiation, Coaching, Sales Operations, Event Planning, CRM, Leadership Development, Performance Management, Business Development, Budgets, Direct Sales, Project Planning, Outsourcing, Marketing
Education
University of Colorado at Colorado Springs 1980 — 1982
Sociology
USAF School of Health Care Sciences 1975 — 1977
Cerfified Labratory Technologist, Clinical Laboratory Science/Medical Technology/Technologist
Charles Geam's Bank of America Experience August 2014 - Present
Job Senior Financial Analyst Enterprise Capital Management at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
Bank of America Merrill Lynch August 2009 - August 2013
Deutsche Bank January 2008 - December 2008
United States Marine Corps August 1999 - August 2003
Skills
Project Management, Valuation, Middle Office, Risk Management, Fixed Income, Business Analysis, Financial Analysis, Banking, Investment Banking, Finance, Capital Markets, Derivatives, Options
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Finance
Bank of America August 2014 - Present
Bank of America Merrill Lynch August 2013 - August 2014
Bank of America Merrill Lynch August 2009 - August 2013
Deutsche Bank January 2008 - December 2008
United States Marine Corps August 1999 - August 2003
Skills
Project Management, Valuation, Middle Office, Risk Management, Fixed Income, Business Analysis, Financial Analysis, Banking, Investment Banking, Finance, Capital Markets, Derivatives, Options
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2007
BS, Finance
Jeremy Gilbert's Bank of America Experience February 2011 - February 2012
Job Project Management Leader Corporate Governance at GE Capital
Industry Financial Services
Experience
GE Capital February 2012 - Present
Bank of America February 2011 - February 2012
GE Capital September 2008 - February 2011
General Electric October 2006 - August 2008
Paul, Hastings, Janofsky & Walker LLP May 2006 - October 2006
General Electric September 2005 - April 2006
Herner & Associates September 2001 - August 2005
Skills
Corporate Governance, Corporate Law, Internal Controls, Leadership, Management, Securities, Risk Management, Project Management, Process Improvement, Due Diligence, Financial Services, Treasury, AML, Treasury Management, Vendor Management, Policy, Governance, Mergers & Acquisitions, Corporate Finance, Compliance Management, Regulatory Compliance, Disclosure, OFAC, Quality Assurance, Operations Management, Legal Documents, Database Administration, Databases, Data Analysis, Entity Framework, Federal Reserve, Federal & State...
Education
University of Connecticut
BA, English
GE Capital February 2012 - Present
Bank of America February 2011 - February 2012
GE Capital September 2008 - February 2011
General Electric October 2006 - August 2008
Paul, Hastings, Janofsky & Walker LLP May 2006 - October 2006
General Electric September 2005 - April 2006
Herner & Associates September 2001 - August 2005
Skills
Corporate Governance, Corporate Law, Internal Controls, Leadership, Management, Securities, Risk Management, Project Management, Process Improvement, Due Diligence, Financial Services, Treasury, AML, Treasury Management, Vendor Management, Policy, Governance, Mergers & Acquisitions, Corporate Finance, Compliance Management, Regulatory Compliance, Disclosure, OFAC, Quality Assurance, Operations Management, Legal Documents, Database Administration, Databases, Data Analysis, Entity Framework, Federal Reserve, Federal & State...
Education
University of Connecticut
BA, English
Gerald Tennison's Bank of America Experience January 1993 - January 2000
Job Vice President Senior Trust & Fiduciary Specialist Estate Services at Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Wealth Management July 2013 - Present
Wells Fargo Wealth Management January 2011 - Present
Home National Bank July 2009 - November 2010
US Trust/ Bank of America Private Bank January 2006 - January 2009
M&I Trust Company AZ January 2000 - January 2006
Bank of America January 1993 - January 2000
Skills
Leadership, Management, Trusts, CRM, Credit, Accounting, Real Estate, New Business Development, Tax, Wealth, Investment Management, Wealth Management
Education
University of Denver - Sturm College of Law 1982 — 1987
Juris Doctor.
University of Colorado Denver 1975 — 1980
BA, Business Administration
Wells Fargo Wealth Management July 2013 - Present
Wells Fargo Wealth Management January 2011 - Present
Home National Bank July 2009 - November 2010
US Trust/ Bank of America Private Bank January 2006 - January 2009
M&I Trust Company AZ January 2000 - January 2006
Bank of America January 1993 - January 2000
Skills
Leadership, Management, Trusts, CRM, Credit, Accounting, Real Estate, New Business Development, Tax, Wealth, Investment Management, Wealth Management
Education
University of Denver - Sturm College of Law 1982 — 1987
Juris Doctor.
University of Colorado Denver 1975 — 1980
BA, Business Administration
Nhien Ledinh's Bank of America Experience February 2011 - January 2012
Job Operational Analyst II at IBM Seterus
Industry Banking
Experience
IBM Seterus January 2012 - Present
Bank of America February 2011 - January 2012
HomEq Servicing November 2004 - October 2010
Nortel Networks January 1995 - January 1997
Nortel Networks February 1992 - December 1994
Skills
SQL, Vendor Management, Risk Management, Project Management, Process Improvement, Mortgage Servicing, Mortgage Lending, Loan Servicing, Banking, Analytics, Analysis
Education
University of Colorado Boulder 1987 — 1991
Bachelor's, Computer Science
IBM Seterus January 2012 - Present
Bank of America February 2011 - January 2012
HomEq Servicing November 2004 - October 2010
Nortel Networks January 1995 - January 1997
Nortel Networks February 1992 - December 1994
Skills
SQL, Vendor Management, Risk Management, Project Management, Process Improvement, Mortgage Servicing, Mortgage Lending, Loan Servicing, Banking, Analytics, Analysis
Education
University of Colorado Boulder 1987 — 1991
Bachelor's, Computer Science
Mark Donovan's Bank of America Experience May 2009 - July 2011
Job District Manager at Academy Mortgage
Industry Banking
Experience
Academy Mortgage Corporation July 2012 - Present
Medallion Mortgage Com July 2011 - July 2012
Bank of America May 2009 - July 2011
Countrywide Home Loans May 2004 - May 2009
Wells Fargo Home Mortgage October 2000 - April 2004
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, FHA, VA loans, USDA, Loans, Retail Banking, FHA financing, Credit, Residential Mortgages, REO, Real Estate Financing, Foreclosures, Mortgage Underwriting, Certified Mortgage..., Commercial Lending, Government Loans, Reverse Mortgages, Underwriting, Credit Analysis, Home Equity Loans, Commercial Mortgages, Loss Mitigation, Mortgage Servicing, Consumer Lending, Home Equity Lines of..., Loan Servicing, Mortgage Marketing, Lines Of Credit, Real Estate Economics, Construction Loans, First Time Home Buyers, Banking, Branch Management, Investment Properties, Small Business Lending, Rates, Financial Structuring, Finance, Funding, Investments, FHA Financing, VA Loans
Education
University of Colorado at Boulder 1974 — 1977
BS, Finance and General Business
Academy Mortgage Corporation July 2012 - Present
Medallion Mortgage Com July 2011 - July 2012
Bank of America May 2009 - July 2011
Countrywide Home Loans May 2004 - May 2009
Wells Fargo Home Mortgage October 2000 - April 2004
Skills
Mortgage Banking, Mortgage Lending, Refinance, Loan Origination, FHA, VA loans, USDA, Loans, Retail Banking, FHA financing, Credit, Residential Mortgages, REO, Real Estate Financing, Foreclosures, Mortgage Underwriting, Certified Mortgage..., Commercial Lending, Government Loans, Reverse Mortgages, Underwriting, Credit Analysis, Home Equity Loans, Commercial Mortgages, Loss Mitigation, Mortgage Servicing, Consumer Lending, Home Equity Lines of..., Loan Servicing, Mortgage Marketing, Lines Of Credit, Real Estate Economics, Construction Loans, First Time Home Buyers, Banking, Branch Management, Investment Properties, Small Business Lending, Rates, Financial Structuring, Finance, Funding, Investments, FHA Financing, VA Loans
Education
University of Colorado at Boulder 1974 — 1977
BS, Finance and General Business
Phouthay Nhoisaykham's Bank of America Experience March 2010 - March 2013
Job Portfolio Analyst at CareFusion
Industry Accounting
Experience
CareFusion March 2015 - Present
Level 3 Communications March 2013 - December 2014
Bank of America March 2010 - March 2013
Farmers Insurance December 2005 - May 2009
Qwest Communications May 2007 - December 2008
Qwest Communications May 2006 - August 2006
Skills
Data Entry, Payroll, Analysis, Auditing, Budgets, Invoicing, Management, Salesforce.com, Program Management, Customer Service, Microsoft Word, Marketing, Time Management, Underwriting, Bookkeeping, Sales, Databases, Financial Analysis, Internal Audit, Accounting, Finance
Education
University of Colorado Denver 2006 — 2009
Bachelors of Science, Finance, Accounting, Economics
CareFusion March 2015 - Present
Level 3 Communications March 2013 - December 2014
Bank of America March 2010 - March 2013
Farmers Insurance December 2005 - May 2009
Qwest Communications May 2007 - December 2008
Qwest Communications May 2006 - August 2006
Skills
Data Entry, Payroll, Analysis, Auditing, Budgets, Invoicing, Management, Salesforce.com, Program Management, Customer Service, Microsoft Word, Marketing, Time Management, Underwriting, Bookkeeping, Sales, Databases, Financial Analysis, Internal Audit, Accounting, Finance
Education
University of Colorado Denver 2006 — 2009
Bachelors of Science, Finance, Accounting, Economics
Pamela Logan's Bank of America Experience May 1999 - Present
Job VP Bank Manager
Industry Banking
Experience
Bank of America May 1999 - Present
WestStar Bank June 1989 - June 1995
Education
University of Colorado at Boulder 1985 — 1989
Colorado Academy 1979 — 1985
Bank of America May 1999 - Present
WestStar Bank June 1989 - June 1995
Education
University of Colorado at Boulder 1985 — 1989
Colorado Academy 1979 — 1985
Ronald Liufau's Bank of America Experience 1990 - 2013
Job Banking Professional
Industry Banking
Experience
50:20 Inc. January 2014 - Present
Bank of America 1990 - 2013
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Credit Risk, Mortgage Banking, Loan Origination, Portfolio Management, Risk Management, Cross Selling, Financial Risk, Lines Of Credit
Education
University of Colorado Boulder 1977 — 1981
Community Rec Administration
50:20 Inc. January 2014 - Present
Bank of America 1990 - 2013
Skills
Banking, Loans, Credit, Commercial Banking, Credit Analysis, Retail Banking, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Credit Risk, Mortgage Banking, Loan Origination, Portfolio Management, Risk Management, Cross Selling, Financial Risk, Lines Of Credit
Education
University of Colorado Boulder 1977 — 1981
Community Rec Administration
Ronald Liufau's Bank of America Experience May 2010 - February 2013
Job President at 50:20 Inc.
Industry Construction
Experience
LogistiCare November 2014 - Present
50:20 Inc February 2014 - Present
Bank of America May 2010 - February 2013
Bank of America November 2007 - May 2010
Bank of America June 2005 - October 2007
Bank of America October 1990 - May 2005
Skills
Customer Service, Healthcare, Management, Leadership, Team Building, Process Improvement, Microsoft Excel, Training, Budgets, Operations Management
Education
University of Colorado Boulder 1977 — 1981
Bachelor of Science (B.S.), Recreation Administration
LogistiCare November 2014 - Present
50:20 Inc February 2014 - Present
Bank of America May 2010 - February 2013
Bank of America November 2007 - May 2010
Bank of America June 2005 - October 2007
Bank of America October 1990 - May 2005
Skills
Customer Service, Healthcare, Management, Leadership, Team Building, Process Improvement, Microsoft Excel, Training, Budgets, Operations Management
Education
University of Colorado Boulder 1977 — 1981
Bachelor of Science (B.S.), Recreation Administration
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS