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
SnapAV March 2015 - Present
Self Employed August 2014 - Present
SnapAV May 2006 - August 2014
Bank of America 2002 - 2006
Skills
Analytics, Marketing Strategy, Strategic Planning, Marketing, Video, Start-ups, Mergers & Acquisitions, Product Development, AV, Program Management, Product Marketing, Management, Strategy, B2B, Email Marketing, Competitive Analysis, Account Management, Leadership, Sales Management
Education
Bentley University 1990 — 1994
Bachelor's Degree, Marketing
Bank of America January 2015 - March 2015
Wells Fargo August 2014 - December 2014
Bank of America October 2008 - December 2012
Bank of America September 2005 - October 2008
Banc of America Securities July 2004 - September 2005
Skills
Operational Risk..., Internal Audit, Banking, Due Diligence, Quality Assurance, Compliance, Process Improvement, Middle Office, Auditing, Legal Documents, Records Management, AML, FINRA, Management, Document Review, Software Documentation, Leadership, Financial Services, Compliance Program..., Document Drafting, Policy Analysis, Business Requirements, Business Continuity, Business Control, Employee Training, Conducting Interviews, Legal Research Skills, Public Records, Corporate Governance, Legal Writing, SEC filings, Closings, Mergers & Acquisitions, Corporate Law, Securities, Risk Management, Financial Risk, Training, Vendor Management, Microsoft Office, Business Analysis, Process Control, Escalations Management, Functional Testing, Risk Assessment
Education
Northeastern University
Business Administration
Bentley College
Advanced Paralegal Certificate (ABA approved), Paralegal
EMC June 2015 - Present
Raymond P. Cochrane,CPA April 1996 - Present
Collette September 2013 - March 2015
Bank of America June 2012 - July 2013
Network Engines, Inc September 2010 - December 2010
Commonwealth of Massachusetts July 2009 - June 2010
TJX January 2006 - June 2009
Hewlett-Packard 2003 - 2004
One Beacon 2002 - 2003
Fidelity Investments 2000 - 2001
Skills
SSIS, SSRS, ETL, Analysis Services, T-SQL, Business Intelligence, Microsoft SQL Server, SQL, Dimensional Modeling, Database Design, PowerPivot, VBA, Cognos, Stored Procedures, DTS, Crystal Reports, SharePoint, Microsoft Office, SSAS, VB.NET, C#, Oracle, Performance Tuning, TSQL, PowerView, CPA, Essbase, SQL Server 2000 - 2012, MDX, DAX
Education
Bentley University 1976 — 1981
BS
Bank of America June 2015 - Present
Robert H. Smith School of Business, University of Maryland August 2014 - Present
Snap Green Tech March 2009 - June 2014
Racor-Filters.com March 2009 - June 2014
GAAN LLC September 2009 - October 2012
Curtis and Ginsberg Architects January 2002 - February 2004
Bennington College September 2000 - June 2003
Bennington College September 2000 - December 2002
Skills
Business Development, Product Development, Web Analytics, Microsoft Excel, Adobe Creative Suite, Architectural Design, Joomla, Market Analysis, Automotive, SQL, Magento, Matlab, XML, Minitab, Visio, Manufacturing, Government Procurement, Mathematics, Maple, Product R&D, Procurement, Small Business, New Business Development, E-commerce, Team Building
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bennington College 2000 — 2004
BA, Mathematics, Multimedia
Bank of America March 2012 - Present
Charles River Bank August 2011 - February 2012
Back to Business, LLC dba Confidence Beads December 2008 - August 2011
Mortage Master, Inc. October 2008 - November 2009
Garden Club Federation January 2001 - June 2008
HPSC, Inc. a division of GE March 2000 - February 2008
Bankvest Capital December 1995 - March 2000
Skills
Credit, Public Speaking, Vendor Management, Sales Operations, CRM, Networking, Investments, Management, Sales, Strategic Planning, Program Management, Loans, Sales Management, Portfolio Management, Business Process..., Business Strategy, Competitive Analysis, Credit Analysis, New Business Development, Mortgage Lending, Relationship Management, Event Management, Banking, Process Improvement, Marketing, Corporate Finance, Account Management, Microsoft Office, Budgets, Marketing Strategy, Start-ups, Financial Analysis, Salesforce.com, Contract Negotiation
Education
Bentley University 1992 — 1992
Paralegal Certificate, Legal
Bentley University 1990 — 1991
Technical Writer Certificate, English
Massachusetts Bay Community College 1977 — 1979
Associate's degree, Early Childhood Education and Teaching
Forrester Research May 2008 - Present
Impact Performance Group 2005 - 2008
Donahue-Bean Consulting 2006 - 2007
Bank of America 2003 - 2005
FleetBoston Financial - Fleet Bank 1997 - 2003
Skills
Leadership Development, Organizational..., Training, Strategy, Leadership, Executive Coaching, Workshop Facilitation, Team Building, Curriculum Development, Personnel Management, Training Delivery, Thought Leadership, Needs Analysis, Career Development, Acquisition Integration, Workforce Planning, HRIS, Performance Improvement, Succession Planning, Performance Consulting, Sales Management, Team Leadership, Business Process, Training Programme..., Onboarding, Business Planning, Change Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1996
Masters in Business Administtration, Marketing
University of New Hampshire
Bachelor of Arts (B.A.), Communication and Business
McGladrey June 2013 - Present
Raina Solutions December 2012 - December 2013
Bank of America September 2010 - November 2012
Bank of America January 2009 - September 2010
Bank of America August 2008 - January 2009
Toyota June 2007 - July 2008
NTELOS March 2006 - June 2007
Skills
Credit, Banking, Loans, Financial Analysis, Credit Analysis, Cash Management, Finance, Credit Risk, Commercial Banking, Consumer Lending, Accounting, Wealth Management, Commercial Lending, Series 7, Mutual Funds, Forecasting, Cash Flow, Financial Services, Retail Banking, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (MS), Accounting
Bentley University 2010 — 2012
Bachelor of Science (BS), Accountancy
Bunker Hill Community College 2008 — 2010
James Madison University 2003 — 2006
Accounting
Bank of America June 2012 - August 2012
Bank of America June 2011 - August 2011
Skills
Organizational..., Public Relations, Quantitative Research, Liasoning, Customer Experience
Education
Bentley University 2012 — 2016
Boston Latin Academy
Immucor, Inc. September 2015 - Present
Fiserv February 2015 - Present
YP December 2013 - September 2014
Cubist Pharmaceuticals March 2012 - August 2013
Cubist Pharmaceuticals 2012 - 2013
Cubist Pharmaceuticals January 2012 - March 2012
CCVP DressCode May 2010 - February 2012
Herb Chambers BMW August 2009 - May 2010
BlackRock Investments November 2007 - March 2009
Bank of America November 2006 - March 2007
Skills
Human Resources, Microsoft Excel, Microsoft Office, ADP Payroll, PowerPoint, Public Speaking, Time Management, Access, QuickBooks, Talent Acquisition, Organizational..., Employee Relations, SAP, Training, Outlook, Accounting, Microsoft Word, Performance Management, Auditing, CRM
Education
Suffolk University 2010 — 2012
Masters of Science, Human Resource Management
Bentley University 2003 — 2007
BS, Accounting
High School, Cambridge Rindge & Latin High School
Bank of America June 2014 - Present
United States Cyber Command August 2011 - Present
United States Army April 2010 - July 2011
United States Army February 2009 - April 2010
United States Army January 2008 - July 2008
United States Army January 2007 - January 2008
United States Army February 2006 - January 2007
Skills
Strategic Planning, Negotiation, Intelligence, Tactical Operations, Management, Leadership, Tactical Planning, HUMINT, SIGINT, Cyber Operations, Training Management, Command, Crisis Management, Military Operations, Operational Planning, National Security, Intelligence Analysis, Training, DoD, Military
Education
Wake Forest University School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bentley University 2001 — 2005
B.S., Business/Managerial Economics
Boston University 2001 — 2005
Army ROTC, Military Science and Operations
Bank of America October 2010 - Present
Domestic Bank (Admirals Bank) April 2004 - October 2010
Walgreen's June 2002 - March 2004
Skills
Banking, Credit, Sales, Loans, Loan Origination, Mortgage Lending, Consumer Lending, Customer Service, Small Business Lending, Credit Cards, Retail Banking, Mortgage Banking, Customer Satisfaction, Risk Management, Commercial Lending, Coaching, Relationship Management, Refinance, Team Building, Branch Management, Management, Finance, Strategic Planning, Leadership, Branch Banking, Team Leadership, Sales Management, Cross Selling, Financial Risk, Small Business
Education
Bentley University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Stonier Graduate School of Banking 2007 — 2009
Graduate, Banking
Intralinks March 2015 - Present
Oracle July 2013 - March 2015
Partners HealthCare June 2012 - July 2013
Management Sciences for Health March 2011 - June 2012
Bank of America December 2007 - August 2011
Charles River Museum of Industry & Innovation June 2010 - December 2010
Skills
PeopleSoft, HRIS, Customer Service, Data Analysis, Teamwork, Microsoft Excel, Research, Microsoft Word, Affirmative Action..., Equal Employment..., Sage Abra HRMS, Social Media, Troubleshooting, Project Coordination, Organizational..., Data Entry, iCIMS, Microsoft Powerpoint, Microsoft Outlook, Communication, Problem Solving, Reports, Data Management, Reporting & Analysis, Process Improvement, Applicant Tracking..., Employee Relations
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Business Administration (M.B.A.), Management
Bentley University 2008 — 2011
Bachelors, Management/ Marketing
Randstad Technologies US November 2014 - June 2015
Summit Consulting 2014 - 2014
Robert Half Technology 2012 - 2013
Rhode Island Spool of Design 2003 - 2013
Bank of America 1995 - 2004
Catalyst Consulting 1994 - 1995
Amica Mutual Insurance 1988 - 1994
Skills
Education Technology, Online Learning, E-Learning, Learning Technology, Higher Education, Instructional Continuity, SQL, Integration, Microsoft SQL Server, Software Documentation, Databases, Production Support, SDLC, Visio, Learning Management, Java, Testing, Unix, System Testing, DNN, Analysis, Training, E-commerce, Business Analysis, Microsoft Office, SQLServer, DotNetNuke, MQ, Computer Systems..., E-learning..., E-Learning Consulting, Learning Management..., Test Cases, SCORM, LMS, Accord LMS, Revindex Storefront, System Integration..., AspDotNetStorefront, Systems Analysis, Agile Methodologies, Extreme Programming, SSO, Software Implementation, Troubleshooting, Technical Support, Quality Assurance, RBAC, Role Based Access...
Education
Drexel University
Master's Degree
University of Phoenix
Bachelor's Degree
Bentley University
Associate's Degree
Rhode Island College
New England Institute of Technology
Associate's Degree
University of Massachusetts Dartmouth
Bishop Connolly High School
High School
Crown Entertainment and Marketing July 2012 - Present
Metro Credit Union February 2015 - Present
Poli Mortgage Group December 2013 - February 2015
Lenzi's Catering August 2007 - January 2015
Mortgage Financial, Inc. November 2012 - December 2013
Reliant Mortgage Company, LLC April 2012 - November 2012
Mortgage Access Corporation January 2010 - July 2010
Bank Of America February 2002 - January 2010
Indymac Bank October 2007 - April 2008
Countrywide Home Loans 2002 - 2008
Skills
Creative Problem Solving, Web Design, Investment Properties, Real Estate, Mortgage Lending, Loans, Refinance, Customer Service, Mortgage Banking, Real Estate Transactions, Encompass 360, Computer Hardware, Software, Adobe Creative Suite, First Time Home Buyers, Sellers, Finance, Marketing, Loan Origination, Residential Mortgages, Online Marketing, Social Media Marketing, Databases, Sales, FHA, Banking, Time Management, Credit, Small Business, Encompass, WordPress, IT Solutions, Microsoft Office, Management
Education
University of Massachusetts at Lowell 2011 — 2012
Bachelor of Science (BS)
Bentley University 1990 — 1993
Landmark Education
Gensler December 2014 - Present
Jay Cashman, Inc. August 2013 - Present
Bentley UniversitySEP January 2010 - May 2013
Best Doctors December 2011 - December 2012
Sheraton May 2011 - September 2011
Bank of America September 2008 - May 2009
Skills
Microsoft Excel, Expression Web, Accounting, Financial Accounting, Training, SAP, GAAP, Great Plains Software, Cost Accounting, Leadership, Account Reconciliation, Finance, Management, Financial Analysis, FRx, 401k, Payroll Taxes, Multi-state Payroll..., Crystal Reports, Microsoft Office
Education
Bentley University 2009 — 2013
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Corporate Finance and Accounting
Bentley University
Bachelor of Science, Corporate Finance and Accounting
Actively Seeking New Opportunities February 2015 - Present
Bank of America September 2012 - February 2015
Sears Holdings Corporation November 2011 - September 2012
American Express April 1996 - October 2011
World Wine & Spirits, Inc. March 1999 - April 2002
EDS May 1995 - April 1996
Skills
ITIL, IT Service Management, IT Operations, IT Strategy, IT Outsourcing, Customer Service, Customer Experience, Small Business, Project Portfolio..., Software Development, Software Quality..., Technical Leadership, Leadership Development, Managed Services, Call Center, Credit Card Processing, Web Applications, Production Support, Call Centers, Credit Cards, Program Management, Business Analysis, SDLC, Process Improvement, Strategy, PMP, Business Process..., Outsourcing, Change Management, Leadership, Management, Vendor Management, PMO, Requirements Analysis
Education
Bentley College
B.S., Computer Information Systems
Bentley College
A.S, Management
Millis Public High School
Thermo Fisher Scientific, Chemical Analysis Division January 2015 - Present
Massachusetts Institute of Technology (MIT) December 2011 - December 2014
Charles River Laboratories May 2008 - November 2010
Pfizer February 2004 - April 2008
Massachusetts Institute of Technology July 2003 - February 2004
Bank of America January 2000 - March 2003
Private Healthcare Systems May 1997 - December 2000
NSTAR April 1992 - May 1997
Beth Israel Deaconess Medical Center July 1990 - March 1992
Brigham and Women's Hospital 1985 - 1990
Skills
Talent Development, Organizational..., Executive Development, Strategy Facilitation, Re-organisation, Management Development, Consultancy Services, 360 Feedback, Experiential Learning, Large Group Facilitation, Training & Development, OD, Organizational..., Succession Planning, Organizational Change, Learning Technology, Leading, Leading Change, Collaboration, Leadership Development, Training Skills, Directing, Innovative Thinking, Human Resources, New Hire Orientation, Talent Selection, Talent Management, Training, New Hire Orientations, Change Management, Coaching and Mentoring, Workshop Facilitation, Talent Acquisition, Recruiting, Coaching, Performance Management, Strategy, Personnel Management, E-Learning, Employee Training, Instructional Design, Organizational Design, Leadership, Program Management, Consulting, Employee Engagement, Management, Executive Coaching, Strategic Planning
Education
Harvard Kennedy School of Government 2012 — 2012
Certificate, Art and Practice of Leadership Development
Massachusetts Institute of Technology 2012 — 2012
MIT Leader to Leader Program (Internal)
Harvard University Graduate School of Education 1993 — 1995
Ed.M, Concentration in Organization Development, 4.0 average
Boston University 1977 — 1980
BA, Psychology
Quincy College 1975 — 1977
AS, Psychology
Bentley College
Certification, Human Resources
Santander Bank, N.A. January 2014 - September 2015
RBS Citizens Financial Group January 2011 - 2014
Citizens Bank February 2009 - January 2011
Self Employed June 2008 - February 2009
Sun Life Financial December 2005 - May 2008
Edge Technology Services June 2004 - July 2005
Fleet Bank November 1988 - May 2004
Bank Of America November 1988 - May 2004
BankBoston January 1997 - January 2000
BayBank 1988 - 1997
Skills
Process Improvement, Project Management, Production Planning, Telecommunications, ATM networks, POS, Team Building, Team Leadership, Teamwork, Product Managment, Collaboration, Vendor Management, Product Management, Cross-functional Team..., SDLC, ITIL, Financial Services, Requirements Analysis, IT Strategy, IT Management, Oracle, Leadership, Risk Management, Software Documentation, SharePoint, Security, Analysis, Project Portfolio..., PMO, Quality Assurance, Financial Risk, Business Process, Business Intelligence, Visio, SQL, Requirements Gathering, Business Continuity, Outsourcing, Strategy, Business Analysis, Banking, Management
Education
Bentley University
Bachelor of Science, Marketing Management
Bryant University 2011 — 2011
Certificate in Project Management, Information Technology Project Management
Boston University 2005 — 2005
Fast Track Project Management
Paramount Lodging Advisors April 2010 - Present
Strata December 2007 - August 2009
Strata September 2006 - December 2007
Bank of America September 2005 - September 2006
Bank Of America November 2004 - September 2005
Skills
Real Estate Development, Financial Modeling, Asset Managment, Real Estate, Underwriting, Real Estate Advisory..., Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Asset Management, Mergers & Acquisitions, Valuation, Finance, Team Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Real Estate Finance and Investment
Bentley University 2000 — 2004
BS, Finance
Bank of America December 2002 - Present
Akamai Technologies 1999 - 2002
Learningsmith July 1997 - October 1999
Skills
Strategic Financial..., Finance, Process Improvement, Six Sigma, Strategic Planning, Financial Analysis, Financial Modeling, Leadership, Strategy
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2006
MBA, Finance
Wheaton College (MA) 1993 — 1997
BA, Theater
Santander Bank, N.A. October 2012 - Present
Santander Bank, N.A. October 2009 - October 2012
TD March 2009 - October 2009
Bank of America August 2007 - March 2009
Bank of America July 2006 - October 2008
Bank of America January 2004 - July 2006
Fleet Bank November 2000 - December 2003
Fleet Mortgage August 1996 - November 2000
Skills
Sales Management, Sales Process, Segmentation, Talent Development, Wealth Management, Customer Experience, Value Proposition..., Retail Banking, Private Banking, Investments, Mortgage Lending, Employee Engagement, Operational Risk..., Strategic Planning, Analytics, Program Execution, Program Implementation, Profit & Loss Management, Series 7, Series 24, Series 63, Series 66, Uniform Combined State..., Financial Services, Banking, Value Propositions, Commercial Banking, Credit, Strategy, Relationship Management, Income Statement, Talent Management, Portfolio Management, CRM, Customer Retention, Loans, Leadership, Networking, Risk Management, Management, Consumer Lending, Financial Advisory, Finance, Mergers & Acquisitions, Small Business Lending, Cross Selling, Commercial Lending, Loan Origination, Sales, Credit Analysis
Education
Pacific Coast Banking School 2005 — 2007
Banking Certificate
Bentley University 1989 — 1993
Bachelor's, Finance
Strategic Support Services, Inc. September 1992 - Present
KPMG, LLP 1999 - 2001
Bank of America 1996 - 1999
American Medical International 1982 - 1987
Skills
Entrepreneurship, Succession Planning, Strategy, Strategic Planning, Business Process, Marketing, Strategic Financial..., Finance, Start-ups, Leadership, Mergers & Acquisitions, Marketing Strategy, Small Business, Management Consulting, Consulting, Business Strategy, Nonprofits, Social Media, Management, Human Resources, Operations Management
Education
Fielding Graduate University 1991 — 1996
Ph.D., Human and Organization Systems
New York University - Leonard N. Stern School of Business 1978 — 1981
MBA, Finance, Marketing
Bennington College 1970 — 1974
BA, Social Science
Ancestry.com November 2013 - Present
PARC August 2013 - November 2013
Financial Engines June 2013 - July 2013
Bank of America February 2008 - May 2013
Fidelity Investments August 2006 - February 2008
Keynote Systems August 2004 - July 2006
WebCT (acquired by BlackBoard) September 1999 - March 2003
Suffolk University August 1997 - August 1999
Bilkent University, Ankara Turkey June 1996 - June 1997
Mason Perkins Deafness Fund July 1988 - February 1991
Skills
Storytelling, Design Research, Design Thinking, Ethnography, Strategic Thinking, User Experience, User-centered Design, Information Architecture, Card Sorting, Interviews, Usability Testing, Remote User Testing, Information Design, Mobile Devices, Qualitative Research, Strategy, Usability, User Experience Design, User Research, Wireframes, Experience Design, Agile Methodologies
Education
Bentley University 2003 — 2004
Master of Science (M.S.), Human Factors in Information Design, 4.0 (Dandes Valedictorian Award recipient)
California College of the Arts 2013 — 2013
Certificate, Innovation Leadership, Leading by Design Fellows Program
University of Massachusetts Boston 1992 — 1994
Master of Arts (M.A.), English as a Second Language Studies / Applied Linguistics
Wesleyan University 1984 — 1988
BA, Linguistics, anthropology
Gallaudet University 1990 — 1991
Graduate Fellowship, Sign Language Linguistics & Interpreting Department
Ranney School
H.S. Diploma, "Down the Shore" (New Jersey)
MutualOne Bank January 2014 - Present
Leader Bank March 2012 - October 2013
MetLife Home Loans October 2011 - March 2012
Bank of America June 2006 - October 2011
Countrywide Home Loans August 2003 - May 2006
SunGard October 2000 - April 2002
Chase Manhattan Corporation January 1999 - October 2000
Kemper Insurance January 1998 - December 1998
Skills
Mortgage Underwriting, Residential Mortgages, Mortgage Lending, Credit Risk, Financial Analysis, Client Relations Skills, Loans, Underwriting, Home Equity Loans, Financial Risk, Finance, Refinance, FHA, Credit Analysis
Education
Ithaca College 1992 — 1994
BS, Finance
Bentley University 1990 — 1992
Manhasset High School
University of Connecticut June 2015 - Present
University of Connecticut August 2014 - Present
GREEN COMPETITIVE ADVANTAGE 2010 - Present
Merrill Lynch June 2013 - June 2015
Statoil Marketing and Trading January 2011 - September 2011
Noble Group 2008 - 2010
Bentley University 2006 - 2008
Bank of America January 2006 - December 2007
U.S. Army July 1998 - July 2002
Skills
Risk Analysis, International Economics, Teaching Experience, Analysis, Trading, Credit, Public Speaking, Entrepreneurship, Strategic Planning, Research, Teaching
Education
ヤマザキ学園大学 2007 — 2008
Masters, Business Administration; Global Business and Markets
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2008
MBA, Global Business and Markets
Bentley University 2006 — 2008
Masters in Business Administration, International Business
Bentley University 2002 — 2004
BS, Economics and Finance
Intero Real Estate Services January 2014 - Present
Western Bancorp January 2012 - November 2013
Bank of America August 2009 - January 2012
Chase Home Finance April 2008 - July 2009
Washington Mutual Bank September 2001 - April 2008
Skills
FHA financing, FHA, Loan Origination, Mortgage Lending, Refinance, Mortgage Banking, First Time Home Buyers, Investment Properties, Real Estate Financing, Mortgage Underwriting, USDA, VA loans, Loans, Residential Mortgages, Residential Homes, Foreclosures, Referrals, Reverse Mortgages, Real Estate, Construction Loans, Credit, REO, Sellers, Investors, Single Family Homes, Certified Mortgage..., Title Insurance, Short Sales
Education
Bentley College 1980 — 1984
BS, Finance
East Bay Coalition for the Homeless October 2013 - October 2015
Tech Smart Friend September 2008 - January 2012
CVS March 2007 - May 2009
Bank of America May 2000 - March 2007
CIBER August 1997 - October 1998
Skills
Management, Leadership, Team Building, Public Speaking, Social Media Marketing, Social Networking, Strategic Planning, Entrepreneurship, Small Business, Program Management, Sales, Social Media, Training, SDLC, Testing, Process Improvement
Education
University Business Consultants 2009 — 2010
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1998
MBA, Management
Bentley University 1986 — 1990
BS, Finance
Bank of America October 2010 - Present
Executives In Action June 2010 - October 2010
Fidelity Investments August 1996 - April 2010
VMark Software (acquired by IBM in 2005) April 1995 - July 1996
Electronic Data Systems (EDS) May 1986 - April 1995
Skills
Program Management, Process Improvement, Project Portfolio..., PMO, Agile Methodologies, Information Technology, Vendor Management, SDLC, Visio, Relationship Management, Project Management, Cross-functional Team..., IT Management, PMP, Risk Management, Data Warehousing, Business Continuity, Business Intelligence, Disaster Recovery, Strategic Planning, Change Management, Management, Leadership, Strategy, IT Strategy, ERP, Databases, Business Analysis, Unix, Software Project..., Integration, Requirements Analysis, Enterprise Architecture, Software Development
Education
Bentley University
Bachelor of Science (BS), Computer Information Systems
Bank of America April 2014 - Present
Bank of America April 2013 - May 2014
Bank of America September 2011 - April 2013
Communication Center for Hearing and Speech January 2011 - August 2011
Empire Valuation Consultants May 2008 - January 2011
Morgan Stanley July 2007 - May 2008
St. Paul Travelers May 2006 - August 2006
Skills
Financial Modeling, Accounting, Bloomberg, Sarbanes-Oxley Act, Access
Education
Rochester Institute of Technology 2009 — 2011
MBA, Finance
Bentley University 2003 — 2007
BS, Economics-Finance
Hatachi Data Systems January 2015 - Present
ComResouces - Hitachi Data Systems March 2014 - Present
JK MacDonald Consulting, Inc. 2005 - Present
Fidelity Investments April 2011 - April 2012
Fidelity Investments August 2007 - December 2007
Fidelity Investments Retirement Services May 2006 - December 2007
Bank Of America January 2005 - February 2006
Genuity Web Hosting Technology Solutions 1999 - 2002
Skills
Business Strategy, Leadership, Financial Risk, Process Improvement, Program Management, Strategy, Agile Methodologies, Business Process..., Business Development, Portfolio Management, Management, Project Management, PMO, Financial Services, Six Sigma, CRM
Education
William George Associates Ltd 2010 — 2010
Certification
Bentley College - Elkin B. McCallum Graduate School of Business
Advanced Certificate
Northeastern University
BSBA
The George Washington University
Masters Certificate In Project Management
Bank of America March 2014 - Present
Fevrier Insurance September 2011 - February 2014
The Herb Chambers Companies June 2013 - November 2013
New York Life Insurance Company April 2009 - December 2010
State Street January 2000 - February 2009
Putnam Investments 1998 - 2000
Skills
Talent Acquisition, Recruiting, Life Insurance, Sales, Cold Calling Experience, Screening Resumes, Call Center, Customer Service, Mentoring, Series 6, Series 63, Retirement, Call Centers, Human Resources, Analysis, Retirement Planning, Business Planning, Insurance, Securities, Employee Benefits, Training, Marketing, Small Business, Mortgage Lending, Negotiation, Financial Services, Finance, Loans, Fixed Annuities, Investments
Education
Bentley University 2007 — 2009
Bachelor of Science (BS), Management minor eco-finance
Bentley University 2004 — 2009
BS, Management Minor: Economics and Finance
Bunker Hill Community College 1999 — 2000
Prospect Mortgage, LLC August 2010 - Present
Bank of America February 2009 - August 2010
Bank of America June 2008 - February 2009
Bank of America July 2006 - June 2008
Independent Mortgage June 2004 - July 2006
Skills
Designations, Mortgage, First Time Home Buyers, Loans, Mortgage Lending, Investments, Wealth Management, Retirement Planning, FHA, Credit, Designation, Refinance
Education
Bentley University 2004 — 2007
M.S., Finance
Saint Michael's College 2000 — 2004
B.S., Economics
Saint Michael's College 2000 — 2004
B.A., Business Administration
Hoosac Valley High School
HS
Commonwealth of Massachusetts February 2015 - Present
Radius Bank January 2013 - February 2015
State Street July 2012 - January 2013
Bank of America July 2010 - July 2012
Ernst & Young June 2009 - August 2009
Ernst & Young June 2008 - August 2008
Skills
Banking, Accounting, Investments, Corporate Finance, Portfolio Management, Hedge Funds, Analysis, Retail Banking, Credit, Corporate Tax, Auditing, Microsoft Excel, Microsoft Office, Public Speaking, Tax, Leadership, Research, Credit Cards, State Taxation, Local Taxation, Strategic Planning, PowerPoint, Public Relations, Government Relations, Research Analysis, Partnership Taxation, Account Reconciliation, Presentation Skills
Education
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting
Universita Lorenzo Di Medici (Firenze, Italia) 2008 — 2009
Bachelor of Science (B.S.), Study Abroad
Boston Latin Academy 2000 — 2006
Bentley University July 2013 - Present
JPMorgan Chase & Co. May 2015 - August 2015
Xpitax solutions January 2014 - April 2015
Bank of America February 2015 - March 2015
Sodexo October 2013 - June 2014
Grace Chapel April 2013 - August 2013
IRS Volunteer Income Tax Assistance Program February 2013 - April 2013
Ascenda Certified Public Accountants Co., Ltd (Chinese Branch of Grant Thornton) November 2011 - July 2012
Ascenda Certified Public Accountants Co., Ltd (Chinese Branch of Grant Thornton) March 2011 - November 2011
China Merchants Bank July 2010 - August 2010
Skills
Auditing, Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Tax, Tax Preparation, Income Tax, Microsoft Excel, Microsoft Word, QuickBooks, Translation, Accounts Receivable, Analysis, Minitab, SPSS, Heat, Banner
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2017
Master’s Degree, Information Technology
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2014
Master’s Degree, Accounting
Northwest University (China) 2007 — 2011
Bachelor’s Degree, English
Bank of America 2001 - 2004
Education
Bennington College 1985 — 1990
Lower Cape May 1983 — 1985
EY August 2015 - Present
PwC July 2012 - July 2015
PwC June 2011 - August 2011
Bank of America July 2010 - June 2011
Experience Inc October 2009 - February 2010
Skills
IT Audit, Internal Controls, Financial Accounting, Business Process, SSAE 16, SOC 1, Team Coordination, Risk Assessment, CISA, Microsoft Excel, Risk Management, XHTML, Business Meetings, IT Consulting, COSO Framework, ERP
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Information Systems
Pegasystems December 2011 - Present
Citizens Bank August 2010 - December 2011
RBS (Citizens Financial) 2006 - August 2010
Citizens Bank 2004 - 2006
Bank of America 2003 - 2004
Fleet Bank 1998 - 2003
BankBoston 1996 - 1999
Skills
Banking, Strategy, Product Management, Retail Banking, Commercial Banking, Cash Management, Payments, Management, Financial Services, Credit Cards, Enterprise Software, Internet Banking, Risk Management, Leadership, Treasury Management, Business Analysis, Integration, Portfolio Management, Electronic Payments, Product Development, E-commerce, Credit, Financial Risk, Project Management, Strategic Planning, Credit Risk, Mergers & Acquisitions, SaaS, Business Strategy, Go-to-market Strategy, Business Requirements, Software Project..., Program Management, Process Improvement, Strategic Partnerships, Competitive Analysis, Marketing Strategy, New Business Development, Product Marketing, Market Research, Global Cross-Functional..., CRM, Vendor Management, Executive Management, Relationship Management, Business Intelligence, Business Development, Cross-functional Team..., Market Analysis
Education
General Assembly 2014 — 2014
Digital Marketing
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Certificate In Strategy and Innovation, Strategy & Innovation
Consumer Bankers Association-Graduate School 2002 — 2004
Graduate Certificate in Retail Bank Management, Product Design, Finance, M&A
Bentley University 2000 — 2004
MBA, Technology and Operations, With Distinction
Bucknell University 1991 — 1995
Dual BA, Economics and Political Science
AXA Advisors January 2004 - Present
Morgan Stanley Smith Barney May 2003 - December 2003
Bank of America June 2000 - December 2002
Skills
Certified Financial..., Retirement Planning, Tax Sheltered Accounts, Mutual Funds, Personal Financial..., Asset Allocation, Massachusetts Public..., Advisory Accounts, Wealth Management, Investments, Retirement, Investment Strategies, Securities, Insurance, Fixed Annuities, Employer Deferred..., Series 7, Series 66, FINRA, Life Insurance, Trusts, Long Term Care Insurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Science (MS), Financial Planning and Services
Bentley College - Elkin B. McCallum Graduate School of Business 2001 — 2003
Master of Business Administration (MBA), Financial Planning and Services
Villanova University 1996 — 2000
Bachelor, Finance
Bank of America November 2009 - Present
Bank of America November 2008 - November 2009
Bank of America March 2008 - November 2008
Bank of America May 2006 - March 2008
U.S. Department of Housing and Urban Development August 2005 - May 2006
Skills
Business Analysis, Management, Microsoft Office, Process Improvement, Project Management, SDLC, Analysis, Leadership, Requirements Analysis
Education
Strayer University 2012 — 2015
Master's degree, Project Management, 3.6 GPA
Bennett College for Women 1999 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5 GPA
National Grid 2013 - Present
National Grid May 2007 - 2014
National Grid July 2008 - January 2010
HR Block Tax and Business Services January 2006 - January 2009
National Grid May 2006 - July 2008
Bank of America March 2005 - May 2007
Cafe La France August 2004 - August 2006
Skills
Leadership, Analysis, Management, Training, Process Improvement, Team Building, Business Process, Time Management, Customer Service, Business Development, Customer Satisfaction, Change Management, Business Process..., Access, Project Planning, Contract Management, Accounting, Process Scheduler, Forecasting, PeopleSoft, Payroll, Teamwork, Data Analysis, Sales & Marketing..., Brand Management, Market Analytics, Strategic Planning, Event Management, Vendor Relations, Market Research, Public Relations, Revenue & Profit Growth
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2013
MBA & MS, Management and Human Factors in Information Design
University of Rhode Island - College of Business Administration 2004 — 2006
Business Management, Management, Marketing, and Chemistry
University of Miami - School of Business 2003 — 2004
Business and Pre-med
Pasco Hernando Community College 2000 — 2003
Associates, Business, Computer Programming, and Chemistry
Wells Fargo Capital Finance May 2015 - Present
Project Bead February 2009 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo Capital Finance June 2012 - December 2014
Bank of America June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling
Education
Bentley University 2008 — 2012
Bachelor of Science, Economics/Finance and Liberal Studies; Global Perspectives
Università Cattolica del Sacro Cuore 2011 — 2011
L-com Inc and Milestek Corporation April 2010 - Present
Zoom Telephonics February 2010 - April 2010
Parametric Technology Corporation February 1997 - March 2009
Bank of America June 1995 - February 1997
The Home Depot June 1992 - December 1996
Skills
Revenue Recognition, Invoicing, Accounts Receivable, Financial Reporting, Customer Service, Financial Analysis, Finance, Account Management, Accounting, Pricing, Budgets, Credit, Forecasting, Management, Sarbanes-Oxley Act
Education
Bentley University 1988 — 1994
BS Business Management, Management and Accounting
Augusta Warrior Project September 2014 - February 2015
G.I.W. (GEORGIA IRON WORKS) AUGUSTA GA March 2014 - June 2014
M&T Bank 2013 - 2013
SunGard Availability Services 2012 - 2013
Bank of America 2003 - 2011
Skills
Customer Service, Risk Management, Process Improvement, Management, Banking, Microsoft Excel, Microsoft Office, Financial Services, Relationship Management, Business Process..., Change Management, Project Management, Team Building, Vendor Management, Program Management, Leadership, Budgets, Event Management, Data Analysis, Organizational..., English, Editing, HTML, Hospitals, Job Coaching, Logistics, Legal Research, Lotus Notes, Microsoft Word, Newsletters, Non-profit..., Outlook, PowerPoint, QuickBooks, Data Entry, Databases, Data Migration, Recruiting, Research, Public Speaking, Customer Satisfaction, Salesforce.com, SharePoint, Office Administration, Adobe Acrobat, Virtual Teams, Volunteering, Writing, Data Warehousing, Resume Writing
Education
Bentley University 1984 — 1990
Bachelor's Degree, Business/Corporate Communications
Bentley University 1984 — 1988
BS, Business Communications
CompuCom September 2015 - Present
IDEXX Laboratories January 2014 - August 2015
Ballooning Nest Eggs January 2012 - August 2015
Arise Virtual Solutions Inc. October 2011 - October 2013
Bank of America / Merrill Lynch March 2010 - October 2011
MIT Media Lab May 2008 - October 2011
Bank of America October 2007 - March 2010
Bank of America September 2005 - October 2007
NetByTel, Inc. November 2001 - September 2005
Office Depot, Inc. January 1999 - October 2001
Skills
Strategy, Strategic Partnerships, E-commerce, CRM, Customer Experience, Leadership, Cross-functional Team..., Business Development, Management, Business Transformation, Outsourcing, Business Strategy, Mobile Devices, Retail, Process Improvement, Thought Leadership, Marketing Strategy, Innovation, Marketing, Social Media, Entrepreneurship, Start-ups, Integration, Project Management, Mergers & Acquisitions, Sales Process, SaaS, Designs, Team Leadership, Multi-channel Retail, Consumer Behavior, Customer Insight, Innovation Management, Consumer Behaviour, Customer Experience..., Collaboration Solutions, Interactive Technology, Market Research, Partner Development, Curriculum Innovation, Innovation Development, Strategic Planning, Team Building
Education
Bentley University 1980 — 1984
Bachelor of Science (BS)
Bank of America Merrill Lynch 2009 - Present
Bank of America 2006 - 2009
Staples 2005 - 2006
Staples 2002 - 2005
IBM 2001 - 2001
KeyBanc Capital Markets 1998 - 2000
Skills
Financial Planning, Financial Analysis, Corporate Finance, Financial Reporting, Equity Research, Equity Valuation, International Business, Financial Systems, Business Planning, Operations Management, Financial Modeling, Budgets, Process Improvement, Forecasting, Strategic Planning, Analysis
Education
Bentley University 2000 — 2002
Master's Degree, Management Information Systems
University of Toledo 1996 — 1998
Master of Business Administration (M.B.A.), Finance
Potpourri Group July 2015 - Present
BG PPC Consulting January 2013 - Present
PetEdge November 2013 - July 2015
PetEdge June 2012 - November 2013
Exclusive Concepts 2011 - 2012
iProspect 2011 - 2011
Transition from Banking to Marketing 2009 - 2011
Boston Private Bank 2007 - 2010
Bank of America 2004 - 2007
FleetBoston Financial December 2001 - October 2004
Skills
Analytics, Web Analytics, E-commerce, Lead Generation, Email Marketing, PPC, Management, Strategy, Google Analytics, Marketing Strategy, CRM, Social Media, Social Media Marketing, Online Marketing, SEM, Market Research, Analysis, Product Management, Marketing, Google Adwords, Competitive Analysis, Digital Strategy, Facebook, Entrepreneurship, Marketing Research, Mobile Marketing, Product Development, SPSS, Public Speaking, Marketing Analytics, Microsoft Excel, Leadership, Advertising, Blogging, Copywriting, Online Advertising, Digital Marketing, Omniture, MSN AdCenter, Online Marketing..., Start-ups, Web Marketing, Sales Operations, Business Planning, SEO, Bing Ads, Microsoft Word, PowerPoint, CRO, Conversion Optimization
Education
Bentley University 2008 — 2011
MS, Marketing Analytics
Bentley University 2010 — 2011
Graduate Certificate, Quantitative Methods for Business Decisions
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MBA, Management and Marketing
Suffolk University - Sawyer Business School 1996 — 2000
BSBA, Finance
North Reading High School 1992 — 1996
General Studies, General
Charles River Development June 2014 - Present
iMDsoft November 2011 - May 2014
Biosystems of New England July 2011 - November 2011
Bank of America May 2008 - July 2011
Vietnamese Student Association April 2010 - May 2011
Education
Bentley University 2007 — 2011
Bachelor of Science, International Business Management
SunEdison January 2015 - Present
First Wind December 2011 - January 2015
GDF Suez Energy International f/k/a International Power America August 2008 - August 2011
UHY Advisors December 2006 - July 2008
BJ's Wholesale Club September 2004 - December 2006
Citizens Bank September 2005 - February 2006
Bank of America August 2001 - September 2005
Skills
Process Improvement, Financial Analysis, Strategic Financial..., Financial Reporting, Accounting, Forecasting, Consolidation, US GAAP, IFRS, Strategic Planning, Finance, Cash Flow, Mergers & Acquisitions, Analysis, Tax, Financial Statements, Budgets, Energy, QuickBooks, Tax Accounting, Tax Returns, Tax Preparation, Intercompany..., Nuclear Decommissioning, Renewable Energy, Power Plants, Clarity FSR, Great Plains Software, Microsoft Dynamics SL, Essbase, Teamwork, Microsoft Dynamics GP, Software Implementation, Accounting Information..., Solar Energy, Wind Energy, Corporate Finance, Financial Planning
Education
Bentley University 2000 — 2004
Bachelor of Science, Corporate Finance & Accounting
Clark University 2006 — 2009
MBA, Master of Science in Business Administration - Accounting Concentration
Framingham High 1996 — 2000
High School Diploma
State Street Corporation July 2014 - Present
Bank of America / Merrill Lynch June 2009 - June 2014
Bank of America 2007 - 2009
BankBoston International 1999 - 2007
Bank of America 1990 - 1999
Patten Corporation 1988 - 1990
United Savings Association of Texas 1985 - 1988
Skills
Financial Planning, Risk Management, Wealth Management, Mergers, Investments, Strategic Financial..., Portfolio Management, Fixed Income, AML, Equities, Management, Financial Risk, Finance, Investment Management, Mergers & Acquisitions, Banking, Capital Markets, Strategy, Financial Services, Alternative Investments, Securities, Private Banking, Financial Markets, Accounting, Financial Analysis, Business Strategy, KYC, Hedge Funds, Investment Banking, Asset Management, Due Diligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2012
Masters, Financial Planning
Bentley University 1976 — 1980
BS, Accounting
Glastonbury High School 1972 — 1976
J.P. Morgan June 2014 - Present
Bank of America May 2013 - May 2014
Q1 labs, an IBM Company September 2012 - April 2013
Mirus Capital Advisors May 2012 - August 2012
Q1 Labs, an IBM Company October 2011 - May 2012
Morgen, Evan & Company May 2011 - August 2011
Geller & Company May 2010 - May 2011
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Valuation, Data Analysis, Capital IQ, Mergers, Bloomberg, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's Degree
Bentley University 2006 — 2010
Bachelor of Science
Nova Wealth Management, Inc. May 2012 - Present
Fifth Third Securities January 2009 - April 2012
Fifth Third Bank July 2007 - April 2012
Bank of America May 2005 - April 2007
Skills
Finance, Insurance, Wealth Management, Small Business Lending, Financial Advisory, Private Banking, Mortgage Banking, Branch Management, High Net Worth..., Home Equity Loans, Home Equity, Retirement Planning, Financial Services, Notary Public, Strategic Financial..., Customer-focused Service, Long-term Care, Series 63, NMLS Lending, Loans, Retail Banking, client development, Portfolio Management, Retirement, Series 7
Education
Bentley University
BS, Finance
Sapient Global Markets September 2011 - Present
Bank of America March 2010 - September 2011
Massachusetts College of Art and Design May 2010 - August 2010
Freelance May 2000 - April 2010
Wellington Management May 2000 - December 2009
Freelance January 2000 - May 2000
Spire January 1999 - December 1999
Freelance April 1998 - December 1998
Ideascape January 1998 - April 1998
After Midnight Inc. September 1994 - December 1997
Skills
User Interface Design, User Experience, User-centered Design, Interaction Design, Information Architecture, Juggling, Creative Direction, Graphic Design, User Research, Wireframes, Information Design, Art Direction, Front-end, Mobile Design, Usability Engineering, User Experience Design, Usability Testing, Experience Design, Graphics, Wire Framing, User Interface, Persona
Education
Bentley University 2010 — 2011
UX
Saint John's University 1992 — 1994
BFA, Graphic Design
The Art Institute of Boston 1989 — 1992
Illustration
Lexington High School
Stanford HCI
Axway August 2011 - Present
BB&T October 2007 - July 2011
Blackbaud April 2007 - October 2007
Bank of America August 2006 - March 2007
I-many, Inc. January 2004 - December 2004
I-many, Inc. May 2000 - January 2004
InstallShield May 1998 - May 2000
Skills
PhotoShop, Illustrator, SharePoint, iRise, Usability Testing, JavaScript, HTML, Axure, Visio, Information Design, Information Architecture, Human Factors, Heuristic Evaluation, User Interface Design, User Experience, Card Sorting, Wire Framing, User Scenarios, User Interface, Paper Prototyping, Requirements Analysis, SEO, Persona, Human Computer..., Experience Design, User-centered Design, Prototyping, Accessibility, Functional..., Requirements Gathering, Task Analysis, Technical Writing, Human-computer..., Web Applications, Web Design, Testing, Agile Methodologies, CSS, User Experience Design, Wireframes, User Research, Usability Engineering, Iterative Design, Mobile, HTML5, CSS3, Mockups, Interaction Design, Site Maps, Contextual Inquiry
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MS, Human Factors in Information Design
St. Mary-of-the-Woods College 1994 — 1998
BS, Computer Information Systems; French (minor)
Sessions College for Professional Design 2011 — 2012
Web & Marketing Design Certification
University of Massachusetts at Lowell 2011 — 2011
Web design & development
Citizens Commercial Banking September 2012 - Present
Citizens Bank August 2011 - September 2012
Citizens Bank October 2008 - August 2011
Citizens Bank May 2007 - October 2008
Bank of America September 2006 - May 2007
Bank of America January 2006 - September 2006
Bank of America September 2004 - December 2005
Skills
Financial Analysis, Commercial Lending, Risk Based Pricing, Pricing Analysis, Leadership, Financial Modeling, Funds Transfer Pricing, Team Management, Project Management, Executive-level..., Financial Risk..., Economic Capital, Regulatory Capital, Commercial Banking, Technical Training, Credit
Education
Harvard Business School 2014 — 2015
Program for Leadership Development
University of Massachusetts Boston 2006 — 2008
Master of Business Administration (M.B.A.)
Bentley University 1999 — 2003
Bachelor's Degree, Computer Information Systems
Lynnfield High School 1995 — 1999
Cutter Associates February 2014 - Present
Income Research & Management July 2008 - October 2013
Bank of America November 2004 - July 2008
John Hancock Advisers 1999 - 2004
Fidelity Investments 1997 - 1999
Skills
Asset Managment, Auditing, Financial Analysis, Equities, Mutual Funds, Investments, Asset Management, Bloomberg, Portfolio Management, Fixed Income, Securities, Investment Management, Capital Markets, Valuation, Management, Wealth Management, Series 7, Derivatives, Bonds, Asset Allocation, Trading, Financial Modeling, Alternative Investments, Financial Services, Investment Strategies
Education
Bentley University 1994 — 1997
Finance, General
Bank of America August 2015 - Present
Bank of America February 2014 - August 2015
American Student Assistance April 2011 - February 2014
EMI Strategic Marketing September 2009 - March 2011
Loretta LaRoche Productions 2005 - August 2010
DePuy Medical Devices / Johnson & Johnson January 2009 - September 2009
Oxford Financial Group, Ltd. March 2008 - September 2009
First Marblehead Corporation April 2005 - March 2008
JP Morgan Chase September 2000 - April 2005
Fidelity Investments 1998 - 2000
Skills
Social Media Marketing, New Product Ideas, Introducing New Products, marketing, Marketing Strategy, Product Marketing, Consumer Products, Consumer Behaviour, Financial Services, Educational Technology, Integrated Marketing, Idea Generation, Branding & Identity, Product Innovation, Business Innovation, Business Model..., Business Strategy, Marketing, Lead Generation, Social Media, Digital Media, Direct Marketing, Leadership, Competitive Analysis, Marketing Communications, Email Marketing, Strategy, Direct Mail, Advertising, B2B, User Experience, Business Development, Segmentation, Market Research, Management, Digital Strategy, Brand Development, CRM, Marketing Management, Product Development, Multi-channel Marketing, Brand Management, Public Relations, New Business Development, Analytics, Product Launch, Digital Marketing, People Management
Education
Smith College 2004 — 2004
Management Certificate, Women's Leadership Program
Bentley University 1985 — 1989
Bachelor of Science (BS), Business Communications
Shrewsbury High School 1981 — 1985
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Atlanta Journal-Constitution September 2015 - Present
NDN, Inc. July 2014 - August 2015
News Distribution Network January 2014 - July 2014
News Distribution Network June 2013 - January 2014
News Distribution Network March 2013 - June 2013
Abercrombie & Fitch June 2012 - January 2013
Soloman Baker Library September 2008 - May 2012
Hill Holliday January 2012 - April 2012
Stop & Shop (Ahold USA) June 2011 - August 2011
Bank of America May 2010 - September 2010
Skills
Blogging, Facebook, Advertising, Social Media, PowerPoint, Event Planning, Microsoft Office, Microsoft Excel, Competitive Analysis, Marketing Research, SPSS, Social Networking, Access, Brand Awareness, Management, WordPress
Education
Bentley University 2008 — 2012
Bachelor of Science, Marketing
New Mission High School 2004 — 2008
Embroker July 2015 - Present
Bank of America May 2013 - July 2015
Rosetta September 2012 - May 2013
Bank of America March 2011 - September 2012
Academy of Art University September 2011 - December 2011
Cross Country Healthcare August 2000 - February 2011
Cross Country Healthcare (Hospitalhub.com) August 2000 - January 2001
Century 21 May 1999 - July 2000
Skills
Interaction Design, Usability Testing, User Experience, User-centered Design, User Interface, Wireframing, Prototyping, User Research, Design Testing, Creating Personas, Prototype, Wireframes, Information Architecture, Heuristic Evaluation, Wire Framing, Usability Engineering, Mobile Design, Persona, Mobile Devices, Experience Design, Contextual Inquiry, User Experience Design, Task Analysis, Axure, OmniGraffle, User Interface Design, Information Design, Paper Prototyping, Mobile Applications, User Scenarios, Card Sorting, Usability
Education
Bentley University 2009 — 2011
MS, Human Factors in Information Design
Human Factors International 2010 — 2010
CUA, Certified Usability Analyst
University of Central Florida 2004 — 2007
BA, Digital Media, Internet and Interaction
Cooper U
Certificate of completion, Interaction Design Practicum
Cooper U
Certificate of completion, Visual Interface Design Class
athenahealth December 2014 - Present
Taxware October 2013 - November 2014
BigVisible Solutions June 2008 - October 2013
LeapFrog Systems June 2007 - June 2008
Fidelity Investments June 2007 - June 2008
Investor's Bank & Trust August 2005 - June 2007
Bank of America June 2004 - August 2005
FleetBoston Financial August 2002 - May 2004
eGlean August 2001 - May 2002
Skills
Agile Project Management, Agile Methodologies, Scrum, Requirements Analysis, Project Management, Change Management, Extreme Programming, Kanban, Coaching, Lean Software..., Software Project..., Process Improvement, Training, SDLC, PMP, PMO, Requirements Gathering, Business Requirements, Enterprise Architecture, Business Analysis, Agile Coaching, Workshop Facilitation, Visio, Quality Assurance, SOA, Team Leadership, Software Development, Program Management, Integration, Web Applications, Certified Scrum Master..., Web Development, Project Portfolio..., Business Process..., Management, Test Driven Development, Six Sigma, IT Strategy, Waterfall, Testing, User Experience, MS Project, Business Intelligence, Solution Architecture, Business Process, IT Management, Enterprise Software, SharePoint, SaaS, Systems Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2006 — 2008
MBA, Leadership for Change
Bentley University 1998 — 2002
CIS
MGH Chelsea Healthcare Center January 2011 - Present
North Shore Medical Center February 2009 - January 2011
Self Employed November 2008 - February 2009
Bank of America January 2004 - February 2006
Fleet Bank January 2000 - January 2004
Fleet Bank January 1996 - January 2000
Shawmut Bank June 1986 - January 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1993
MBA
Colby College 1982 — 1986
BA
Weston High School 1979 — 1983
Mercator Advisory Group September 2011 - Present
Bank of America June 2011 - September 2011
Mincom Software May 2010 - April 2011
Bank of America October 2005 - June 2009
MRO Software November 1996 - June 2004
Competitive Directions January 2002 - May 2004
MDI Creative January 1991 - November 1996
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1991
MBA, Management
Boston University 1984 — 1988
BS, Business Administration
Expect Miracles Foundation - Financial Services Against Cancer March 2012 - Present
Expect Miracles Foundation - Financial Services Against Cancer 2005 - Present
Bank of America August 2007 - May 2012
Investors Bank and Trust 2005 - 2007
Fidelity Investments 1987 - 2003
Skills
Investment Operations, Outsourcing and..., Mutual Fund Accounting..., Asset Management, Mutual Fund and..., Shareholder and Account..., Qualified Retirement..., Wealth Management..., Operational Risk..., Change Management, Certified Green Belt, Investments
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Securities Industry Institute
Suffolk University 1978 — 1980
MBA, Finance
Isenberg School of Management, UMass Amherst 1972 — 1976
BBA, Accounting
Bentley College
Pension and Employee Benefits Certification
Manulife Asset Management US July 2009 - June 2015
Inferware Corp. July 2007 - January 2010
Bank of America March 2006 - May 2007
The Macgregor Group February 2003 - January 2006
Wellington Management 2001 - 2002
Fidelity Investments 1995 - 2001
Fleet Bank 1991 - 1994
Education
Bentley University 1976 — 1978
BS, Accounting
UBS Wealth Management March 2014 - Present
Daintree Advisors LLC December 2012 - March 2014
Bank of America April 2008 - December 2012
Bank of America July 2007 - April 2008
Bank of America May 2002 - June 2007
State Street Global Advisors November 1999 - May 2002
Deloitte & Touche September 1998 - November 1999
Hutchins, Wheeler & Dittmar August 1994 - July 1998
Skills
Estate Planning, Six Sigma, Management, Wealth Management, Financial Planners, Banking, Wealth Management...
Education
Northeastern University School of Law 1991 — 1994
JD, Law
Ithaca College 1986 — 1990
Bachelor of Arts (B.A.), Psychology and English
Bentley College - Elkin B. McCallum Graduate School of Business
Bentley College - Elkin B. McCallum Graduate School of Business
Sovereign Bank October 2008 - Present
Bank of America 1986 - 2008
Fleet/BankBoston/BayBank March 1986 - 2005
Skills
Credit, Banking, Retail Banking, Payments, Loans, Credit Cards, Commercial Lending, Relationship Management, Commercial Banking, Portfolio Management, Financial Services
Education
Boston University 1980 — 1984
BA, Economics
Laconia High School 1977 — 1980
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Business Economics
Independent Contractor December 2014 - Present
Bank of America April 2013 - July 2014
Bank of America January 2010 - April 2013
Bank of Amerca May 2008 - January 2010
Bank of America October 2004 - May 2008
FleetBoston Financial Group 2000 - 2004
Fleet Financial Group 1995 - 2000
Shawmut Bank 1982 - 1995
KPMG Peat Marwick August 1978 - December 1982
Skills
Risk Management, AML, Banking, Operational Risk, Financial Risk, OFAC, Bank Secrecy Act, Financial Services, KYC, Consumer Lending, Privacy Law, Mergers & Acquisitions, Regulations, Leadership, Retail Banking, Operational Risk..., Credit, Financial Institutions, Enterprise Risk..., Management, Auditing, Credit Cards, Credit Risk, Loans, Mortgage Banking, Mortgage Lending, Program Management, Commercial Banking, Portfolio Management, Fraud, Training, Commercial Lending, Small Business Lending, Governance, Consumer Compliance, Payments, UDAAP, USA PATRIOT Act, Fair Lending, CRA, Financial Regulation, Due Diligence, Executive Management, Process Improvement, Relationship Management, Finance, Financial Analysis, Vendor Management, Anti Money Laundering, Credit Analysis
Education
Bentley University 1974 — 1978
Bachelor of Science Accounting
Sterling National Bank (formerly Provident Bank New York) June 2012 - Present
Sterling National Bank (formerly Provident Bank New York) January 2007 - June 2012
Sterling National Bank (formerly Provident Bank New York) November 2005 - December 2006
Bank of America September 2002 - November 2005
Skills
Commercial Banking, Banking, Credit, Portfolio Management, Market Research, Product Management, Strategic Planning, Financial Analysis, Loans, Risk Management, Business Analysis, Team Building, Retail Banking, Project Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2001
MBA, Finance
Elon University 1995 — 1999
BA, Economics
Elon University - Martha and Spencer Love School of Business 1995 — 1999
Bachelor of Arts (B.A.), Economics
Janus Capital Group December 2013 - Present
Discount Tire Company April 2012 - July 2013
Prudential Financial October 2009 - May 2012
Oxford Investment Partners June 2008 - September 2009
Bank of America February 2005 - November 2007
John Hancock March 1997 - May 1999
Fidelity Investments December 1994 - March 1997
Skills
Risk Management, Financial Analysis, Employee Benefits, Process Improvement, Corporate Governance, Investments, Strategic Planning, Customer Service, Finance, Vendor Management, Teamwork, Training, Leadership, Policy, Records Management, Management
Education
Northeastern University - Graduate School of Business Administration 1993 — 1995
MBA
Bentley University 1988 — 1990
Pension Certificate, Pension Law
University of South Florida 1984 — 1987
Bachelors of Science, Political Science
Travel By Dave May 2015 - Present
Giants Neck Heights Beach Association June 2014 - Present
Bank of America September 2013 - April 2015
Wells Fargo June 2012 - September 2013
Wells Fargo April 2011 - October 2012
Wells Fargo Home Mortgage May 2009 - April 2011
Wells Fargo Financial May 2004 - April 2009
RNR Plastics October 2003 - December 2004
Skills
Banking, Sales, Mortgage Lending, Management, Credit, Loans, Sales Management, Customer Service, Coaching, Hiring, Interviews, Recruiting, Cold Calling, Account Management, Finance, Customer Relations, Mortgage, Forecasting, Investments, Relationship Management, Financial Services, Team Building, Financial Analysis, Business Development, Mentoring, Compliance, Loan Origination, Leadership, Operations Management, Training, Marketing, Relationship Building, Investment Properties, Time Management, Portfolio Management, Consumer Lending, Risk Management, FHA, Credit Analysis, Referrals, Retail Banking, Financial Risk, Consulting, Budgets, Underwriting, Outside Sales
Education
Bentley University 1998 — 2001
B.S, Marketing, 3.0
Drexel University 1997 — 1998
Bachelor’s Degree, Marketing
Coyle Cassidy 1994 — 1997
High school, High School/Secondary Diplomas and Certificates
MIT October 2008 - Present
Newton North High School March 2004 - Present
Bank of America October 1997 - October 2008
Webster Bank May 1996 - October 1997
production houses nationwide June 1990 - May 1996
Skills
RUP, Waterfall, Agile Methodologies, Mobile Devices, Cross-functional Team..., Visio, Data Analysis, SDLC, Project Management, Program Management, HTML, Business Analysis, Requirements Analysis, User Experience, Product Management, Integration, Databases, Research, SharePoint, Software Development, Leadership, E-commerce, Software Documentation, Testing, Software Project..., Team Building, Requirements Gathering, Analysis, Management, Scrum, PMP, Six Sigma, Business Intelligence, Agile Project Management, Vendor Management
Education
Bentley University 2008 — 2012
Classwork in support of certificate, User Experience
Yale University 1991 — 1994
MFA, Stage Management
University of Virginia 1986 — 1990
BA, English
U.S. Trust May 2013 - Present
Merrill Lynch January 2011 - May 2013
Merrill Lynch January 2010 - December 2010
Bank of America December 2006 - December 2009
Citizens Bank 2002 - 2006
Fidelity Investments November 1996 - December 2001
1784 investor services 1994 - 1996
First Data Corporation 1990 - 1994
Skills
Series 7, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., Investment Advisory, Asset Managment, Investment Strategies, 401k, Investments, Retirement, Series 63, Retirement Planning, Relationship Management, Series 24, Fixed Annuities, Insurance, Investment Management, Financial Services, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1990 — 1993
MBA, Business Adminstration
Suffolk University - Sawyer School of Management 1985 — 1990
Bachelor of Science, Business Administration and Management, General
HSBC Private Bank July 2012 - Present
Bank of America November 2010 - December 2011
Bank of America March 2009 - November 2010
Bank of America January 2008 - January 2009
Mattel November 2006 - January 2008
Mattel March 2004 - November 2006
Mattel August 2002 - March 2004
GE Healthcare April 2001 - March 2002
GE Healthcare February 1999 - April 2001
Sandvik April 1998 - December 1998
Skills
Process Improvement, Six Sigma, Management, Business Strategy, Project Management, Integration, Leadership, Program Management, Software Project..., Business Process..., Business Analysis, PMP, Portfolio Management, Change Management, PMO, ERP, Project Planning, Strategy, Governance, Project Portfolio..., Strategic Planning, Mergers & Acquisitions
Education
Bentley University 1990 — 1992
Master of Business Administration (MBA), International Business Concentration
Boston University 1982 — 1986
BS, Computer Engineering
Bank of America November 1991 - Present
The Chase Manhattan Bank July 1989 - November 1991
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Finance
Boston College 1985 — 1989
BS, Finance
Trinity High School 1981 — 1985
Credit Suisse Securities LLC April 2009 - Present
Credit Suisse Securities LLC April 2009 - Present
Goldman Sachs & Co. April 2007 - November 2008
HSBC Private Bank August 2005 - April 2007
Bank of America November 2003 - August 2005
Deutsche Bank July 1995 - November 2003
Clariden Asset Management July 1994 - July 1995
Security Capital Management June 1993 - July 1994
Education
Pace University 2000 — 2003
MBA, Investment Management
Bentley University 1989 — 1993
Bank of America September 2000 - March 2009
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, Concentration in Finance
Bentley University
BS, Accounting
Bank of America January 2011 - Present
Harvard University 2007 - February 2011
Skills
Financial Analysis, Financial Reporting, Bloomberg, Capital Markets, Financial Modeling, Due Diligence, PeopleSoft, Corporate Finance, Strategic Financial..., Data Analysis, Accounting, Business Analysis, Forecasting, Internal Controls, Essbase, Finance, Cash Management, Analysis, Hyperion Enterprise, Investments, Risk Management, Budgets, Auditing, Mutual Funds, Management, Microsoft Excel, Business Process, Business Planning, Variance Analysis, Financial Accounting, Process Improvement, Competitive Analysis
Education
Bentley University 2007 — 2010
MBA, Finance
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2010
MBA, Finance
Bank of America June 2007 - Present
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 2003
Bank of America August 2013 - Present
Empirical Research and Design February 2011 - April 2013
UserZoom October 2010 - January 2011
LinkedIn June 2010 - August 2010
Kenexa September 2009 - December 2009
Oracle June 2007 - April 2008
Skills
Usability Testing, User Experience, Contextual Inquiry, Task Analysis, Card Sorting, Survey Design, Qualitative Research, Research, User Research, Usability, User Scenarios, User Experience Design, Interaction Design
Education
Bentley University
M.S., Human Factors in Information Design
Brown University
Doctor of Philosophy (Ph.D.), Anthropology
MUFG Americas 2014 - Present
Bank of America 2011 - 2014
Skills
Bloomberg, Financial Analysis, Microsoft Excel, Quantitative Analytics, Derivatives, Financial Modeling, SAS, Portfolio Management
Education
Cornell University 2009 — 2011
Master, Statistics
Bentley University 2007 — 2009
Master, Quantitative Finance
Bank of America Merrill Lynch February 2010 - Present
Bank of America January 2008 - January 2010
Bank of America December 2005 - December 2007
Bank of America August 2000 - November 2003
GE Capital January 1995 - July 2000
Education
Bentley College
BA, Government - Cum Laude
Bentley College - Elkin B. McCallum Graduate School of Business
MBA, International Business
U.S. Bank July 2015 - Present
U.S. Bank July 2015 - Present
Bank of America September 2001 - June 2015
Endemol May 2000 - July 2001
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MBA, Information Age Marketing
Hogeschool van Utrecht 1995 — 1999
BBA, Marketing
Citizens Bank May 2006 - Present
Fidelity Investments July 2004 - May 2006
Bank of America 2002 - 2004
Bank of America 2000 - 2002
Bank of America 1997 - 2000
Skills
Credit Risk, Risk Management, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2002 — 2004
Masters, Computer Information System
Bentley University 1993 — 1997
Bachelors, Finance
Boston Latin School
M&T Bank September 2013 - Present
Federal Reserve Board June 2005 - September 2013
Bank of America April 2004 - June 2005
Fleet Bank October 1999 - April 2004
Bank of Boston March 1988 - October 1999
Skills
Loans, Financial Risk, Credit Risk, Banking, Credit, Financial Modeling, Risk Management, Financial Analysis, Valuation, Credit Analysis, Commercial Lending, Portfolio Management, Capital Markets, Commercial Banking, Structured Finance, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1998 — 2000
MBA, Finance
Wittenberg University 1979 — 1983
BA, Business Administration
MathWorks, Inc. July 2007 - Present
MathWorks, Inc. February 2002 - July 2007
Realtor.com May 1999 - August 2001
Citizens Bank September 1997 - June 1999
Bank of America September 1992 - August 1997
Skills
Salesforce.com, Account Management, Direct Sales, Selling, Sales, Cold Calling, Solution Selling, B2B, Strategic Partnerships, Sales Presentations, Product Management, Cross-functional Team..., Leadership, New Business Development, Management, Training, Marketing
Education
Boston University 1998 — 2003
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Bentley University 1988 — 1992
Bachelor of Science (B.S.), Marketing
Fidelity Investments November 2009 - Present
Bank of America October 2008 - May 2009
Fidelity Investments September 2003 - October 2008
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Strategic Financial..., Capital Markets, Valuation, Risk Management, Finance, Series 7
Education
Bentley University 2006 — 2008
Master's degree, Taxation & Financial Planning
Suffolk University - Sawyer Business School 2003 — 2005
MBA, Accounting
Bank of America November 2012 - August 2013
ICBC March 2009 - May 2009
HSBC January 2009 - March 2009
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, SQL, Financial Reporting, SPSS, Acess, Bloomberg, Corporate Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master, Accountancy
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master, Quant Finance
Merrill Lynch May 2009 - Present
Bank of America November 2007 - May 2009
Fleet Bank 1999 - 2004
Fleet Bank 2001 - 2003
BankBoston 1990 - 1999
Skills
Residential Homes, Credit, Operations Management, Mortgage Lending, Strategy, Loans
Education
Bentley University 1992 — 1996
MBA, Finance
St. Lawrence University 1986 — 1990
BA, Economics, History
Pilgrim Bank May 2011 - Present
Bank of America 2004 - May 2011
Fleet Boston Financial 1991 - 2004
Fleet Bank 1982 - 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Banking, Forecasting, Accounting, Budgeting, Strategic Planning, Restructuring, Financial Management, Managerial Finance, Strategic Financial..., Budgets, Portfolio Management, Corporate Finance, Cash Management, Finance, Credit, Commercial Banking, Loans, Investments, Financial Risk, Commercial Lending, Credit Analysis, Financial Planning
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1986 — 1989
MBA, Finance
Boston College - Carroll School of Management 1978 — 1982
BS, Accounting & Marketing
Bank of America February 2014 - Present
Bank of America April 2007 - February 2014
Bank of America October 2000 - April 2007
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1999
Masters of Science, Finance
Bryant College 1989 — 1993
Lynch Consultants, LLC December 2014 - Present
Empirical Concepts January 2013 - November 2014
Sunovion Pharmaceuticals Inc. November 2010 - October 2011
Staples August 2008 - November 2010
Bank of America October 2006 - July 2008
Meredith & Grew September 2005 - October 2006
Pricewaterhouse coopers 2005 - 2005
Skills
Forecasting, Financial Statements, Research, Financial Analysis, Accounting, Financial Reporting, Internal Controls, Budgets, Accounts Payable, Financial Accounting, Account Reconciliation, Accounts Receivable, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
MBA, Accounting and Management
Nichols College 2003 — 2006
Bachelors, Accounting
Quinsigamond Community College 2001 — 2003
Associates, Business Administration
Intuit Accountants April 2015 - Present
EXIT REALTY PARTNERS December 2014 - Present
Worcester Community Action Council, Inc. December 2014 - April 2015
Bank of America February 2011 - July 2014
Tax Accounting 2003 - 2014
Au Bon Pain 2003 - 2011
Skills
Financial Services, Banking, Risk Management, Financial Analysis, Finance, Business Analysis, Relationship Management, Investments, Credit, Business Process..., Strategic Financial..., Financial Risk, Equities, Vendor Management, Asset Management, Retail Banking, Income Tax, Accounting, Financial Planning, Leadership, Tax, Customer Service
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Master of Science, Taxation
London Metropolitan University 1998 — 1999
Master of Business Administration (M.B.A.)
London South Bank University 1997 — 1998
Master of Science, International Marketing
London Metropolitan University 1993 — 1996
BS, International Business and Marketing
Citizens Bank January 2013 - Present
Sovereign Bank May 2011 - December 2012
Bank of America September 2006 - April 2009
Citizens Bank June 2005 - September 2006
Skills
Mortgage Lending, Loans, Banking, Credit, Portfolio Management, Series 63, Commercial Banking, Credit Analysis, Wealth Management, Financial Analysis, Investments, Retail Banking, Small Business Lending, Consumer Lending, Cross Selling, Series 6
Education
Bentley University 2001 — 2005
Bachelors, Economics Finance
University College Dublin 2001 — 2001
Economics Finance
Bank of America February 2002 - March 2009
Merrill Lynch May 1996 - February 2002
MRS Technology Inc January 1987 - May 1996
BTU International May 1983 - January 1987
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1984 — 1987
M.B.A., Business
Massachusetts Institute of Technology 1980 — 1982
M.S., Mechanical Engineering
Rensselaer Polytechnic Institute 1976 — 1980
B.S., Mechanical Engineering
State Street June 2008 - Present
Bank of America January 2007 - June 2008
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
Master of Science, TAXATION
Bank of America April 2012 - Present
Beacon Investment Management, LLC March 2009 - January 2010
UBS November 2006 - January 2009
Brown & Company July 2001 - August 2006
Brown & Company July 2000 - July 2001
Brown & Company October 1998 - July 2000
Skills
FINRA, Licensing, Banking, Financial Services, Series 63, Securities, Equities, Investments, Strategic Financial..., Series 7, Financial Analysis, Financial Modeling, Mutual Funds, Options
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
MSA, Accountancy
Binghamton University 1991 — 1996
BA, History & Philosophy
Bank of America August 2013 - Present
CSX Transportation January 2012 - Present
Wells Fargo August 2012 - August 2013
Bank of America February 2007 - August 2009
Hannaford Bros. Co. November 2005 - February 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, English, SQL, Photoshop, C, Financial Analysis, Business Strategy, Data Analysis, Strategic Planning
Education
Bentley University
Master of Business Administration (MBA)
Webster University
Master of Business Administration (MBA)
Sovereign Bank May 2010 - September 2010
Cambridge Vanguard March 2009 - May 2010
Bank of America December 2005 - February 2009
Fleet Bank January 2001 - January 2005
BankBoston January 1997 - January 2001
BayBank January 1992 - January 1997
BayBank September 1985 - January 1992
Skills
Commercial Banking, Credit
Education
Bentley University 1994 — 1995
Finance
University of Massachusetts Lowell 1980 — 1984
Bachelor of Science, Management, Computer Science
Oracle Elevator February 2011 - Present
Bank of America November 2007 - May 2009
Bank of America December 2006 - November 2007
Bank of America May 2004 - December 2006
Fleet Bank January 2000 - May 2004
Fleet Bank April 1996 - January 2000
Shawmut Bank May 1992 - April 1996
Shawmut Bank July 1989 - May 1992
Skills
Budgets, Forecasting, Cross-functional Team..., Auditing, Variance Analysis, Process Improvement, Banking, Business Process..., Management, Project Management, Financial Modeling, Finance, Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
MBA, Accountancy
Bentley University 1985 — 1989
BS, Finance
Whitman Hanson
Bank of America February 2013 - Present
Bank of America August 2010 - Present
Presidential Life November 2008 - August 2010
Presiential Life Insurance Company September 2007 - November 2008
Skills
Insurance, Financial Modeling, Financial Analysis, Investments, IRAs, New Business Development, Accounting, Asset Management, Banking, Management, Sales, Equities, Mutual Funds, Microsoft Office, Auditing, Strategic Financial...
Education
Bentley University 2003 — 2007
Bachelor of Science, Managerial Economics
United Community Banks, Inc. 2014 - Present
First Citizens Bank 2013 - 2014
Raymond James & Associates, Inc. 2007 - 2013
United Community Banks, Inc. 2002 - 2007
SunTrust Banks, Inc. 2001 - 2002
SunTrust Banks, Inc. 1999 - 2000
Bank of America 1995 - 1997
Skills
Corporate Finance, Financial Analysis, New Business Development, Mergers & Acquisitions, Banking, Investment Banking, Finance, Financial Institutions, Strategic Planning, Financial Modeling, Capital Markets, Capital Raising, Corporate Development, Deal Execution, Negotiation, Communication, Strategic Communications, Corporate Communications, Compliance, Internal Audit, Fixed Income, Portfolio Management, Private Equity, Asset Management, Investments, Executive Management, Financial Services, Investor Relations, Business Development, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1997 — 1999
MBA, Finance - Investment Banking
Bentley University 1988 — 1992
BS, Finance
Citizens Financial Group, Inc. 2014 - Present
US Trust February 2009 - April 2013
U.S. Trust November 2004 - February 2009
Bank of America December 1997 - November 2004
Bank of Boston October 1995 - April 1997
Bank of Boston January 1992 - October 1995
Skills
Wealth Management, Estate Planning, Private Wealth..., Retirement Planning, High Net Worth..., Financial Planning, Strategic Financial..., Wealth Management..., Team Leadership, Strategic Planning, Volunteering, Trusts, Series 7, Asset Allocation, Asset Management, Investment Strategies, Investment Management, Mentoring, Alternative Investments, Risk Management, Investments, Portfolio Management, Mutual Funds, Wealth, Investment Advisory, Securities, Hedge Funds, Financial Planners, Private Banking, Financial Advisory, Trust Services, Retirement, Financial Services, Fixed Income
Education
Bentley University 1992 — 1998
MBA with Honors, Taxation
ABA National Trust and National Graduate Trust School 1997 — 1997
Salem State University 1981 — 1986
Bachelor's Degree, Marketing, Accounting
Bank of America September 2015 - Present
Lexington Montessori School September 2008 - June 2015
Winchester Community Education 2007 - 2008
Acton Boxboro High School 2005 - 2007
Berlitz Language Center, Wellesley MA 2000 - 2005
Skills
Self-starter, Hard Working, Visionary, Accountable, Adaptable, Self Learner, Trustworthy, Team Player, Good Listener, Leadership, Multicultural..., Organized, Problem Solving, Positive Attitude, Professionalism, Sociable, Public Speaking, Google Apps, Microsoft Office, Public Relations, Fully bilingual English..., Teaching, Adult Education, Curriculum Design, Spanish, Coaching, Microsoft Excel, Google Cloud Platform, Interpersonal Skills, Management, Team Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master of Business Administration (MBA), Finance, General
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
Master's degree, Finance, General
Bank of America October 2014 - Present
Comerica Bank March 2014 - October 2014
Wells Fargo May 2013 - February 2014
Skills
Word, Excel, PowerPoint, Factset, Bloomberg, Outlook, SPSS, Accounting, Business Analysis, Financial Analysis, Financial Reporting, Corporate Finance, Credit Analysis, Credit, Cash Flow, Valuation, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
M Sc., Finance
Lahore University of Management Sciences 2006 — 2010
B Sc., Economics
Excel Funds Management Inc. September 2015 - Present
Cambridge Associates April 2014 - August 2015
Advantage Data September 2011 - April 2014
Bank of America November 2010 - August 2011
JPMorgan Chase & Co April 2010 - August 2010
LighterLife October 2009 - March 2010
Education
Bentley University 2006 — 2009
Bachelor of Science, Finance
Bank of America October 2009 - November 2011
Bank of America May 2004 - October 2009
Bank of America December 2002 - May 2004
Bank of America May 2000 - December 2002
Bank of America January 1999 - May 2000
Bank of America August 1994 - January 1999
Bank of America June 1993 - August 1994
Bank of America July 1991 - June 1993
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1998
MBA, Management
Bryant University 1987 — 1991
Bachelor of Science, Business Administration, Accounting
Bank of America March 2014 - Present
BB&T November 1989 - December 2013
Skills
Notary Public, Mortgage Lending, Document Review, Public Speaking, Research, Event Planning, Litigation Support, Nonprofits, Legal Documents, Estate Planning, Loss Mitigation, WordPerfect, Mortgage Banking, Customer Service, Closings, Loan Servicing, Westlaw, Bankruptcy, Microsoft Office, Leadership
Education
Central Piedmont Community College 2013 — 2015
Diploma in Paralegal, Currently enrolled for Paralegal
Bennett College for Women 1985 — 1989
Bachelor of Arts and Science