Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Emily Enos Emily Enos's Bank of America Experience July 2008 - September 2014
Job Director Product Management at Wealth Management Systems, Inc (WMSI)
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Bank of America July 2008 - September 2014
Fidelity Investments February 1994 - July 2008
W R Grace 1988 - 1994
Amicon 1988 - 1994
Skills
Vendor Management, Mutual Funds, Series 7, E-commerce, Product Management, Project Management, Cross-functional Team..., Financial Services, Business Analysis, Web Design, Equities, Portfolio Management, Fixed Income, Strategy, Agile Methodologies, Relationship Management, Wealth Management, Securities, Investments, Visio, Series 63, Risk Management, Requirements Analysis, Information Architecture, SDLC, Program Management
Education
Bentley University 1986 — 1990
MBA, Finance
Fitchburg State University
BS, Accounting/Economics
Wealth Management Systems, Inc (WMSI) September 2014 - Present
Bank of America July 2008 - September 2014
Fidelity Investments February 1994 - July 2008
W R Grace 1988 - 1994
Amicon 1988 - 1994
Skills
Vendor Management, Mutual Funds, Series 7, E-commerce, Product Management, Project Management, Cross-functional Team..., Financial Services, Business Analysis, Web Design, Equities, Portfolio Management, Fixed Income, Strategy, Agile Methodologies, Relationship Management, Wealth Management, Securities, Investments, Visio, Series 63, Risk Management, Requirements Analysis, Information Architecture, SDLC, Program Management
Education
Bentley University 1986 — 1990
MBA, Finance
Fitchburg State University
BS, Accounting/Economics
Anthony Sharpenstein Anthony Sharpenstein's Bank of America Experience August 2002 - May 2014
Job Licensing Specialist at DPOR
Industry Banking
Experience
Department of Professional & Occupational Regulation June 2014 - Present
Bank of America August 2002 - May 2014
Bank of America May 2001 - August 2002
Bank of America March 2000 - May 2001
Bank of America December 1990 - March 2000
Bank of America December 1988 - December 1990
Skills
Team Building, Public Speaking, Training, Customer Service, Coaching, Event Planning, Social Media, Social Networking, Microsoft Office, Microsoft Excel, Editing, Retail, Strategic Planning, Public Relations, Event Management, Project Management, Community Outreach, Nonprofits, Volunteer Management
Education
Berea College 1982 — 1986
Musical Theatre
North Bullitt High School 1978 — 1982
General Studies
Department of Professional & Occupational Regulation June 2014 - Present
Bank of America August 2002 - May 2014
Bank of America May 2001 - August 2002
Bank of America March 2000 - May 2001
Bank of America December 1990 - March 2000
Bank of America December 1988 - December 1990
Skills
Team Building, Public Speaking, Training, Customer Service, Coaching, Event Planning, Social Media, Social Networking, Microsoft Office, Microsoft Excel, Editing, Retail, Strategic Planning, Public Relations, Event Management, Project Management, Community Outreach, Nonprofits, Volunteer Management
Education
Berea College 1982 — 1986
Musical Theatre
North Bullitt High School 1978 — 1982
General Studies
Kevin Needham's Bank of America Experience October 2013 - Present
Job Mortgage Loan Specialist at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
Washington Trust Mortgage Company November 2012 - October 2013
Middlesex Federal Savings, F.A February 2003 - March 2012
Unicare Life & Health Insurance Company March 1997 - February 2003
John Hancock Mutual Life Insurance Co January 1995 - March 1997
John Hancock Mutual Life Insurance Co January 1991 - January 1995
Massachusetts Army National Guard December 1985 - November 1991
Skills
Financial Reporting, Statistical Analysis, Ad Hoc Reporting, Audit and..., Customer Relationship..., Customized Financial..., Management
Education
Bentley University
B.S, Business Management
Bentley University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bank of America October 2013 - Present
Washington Trust Mortgage Company November 2012 - October 2013
Middlesex Federal Savings, F.A February 2003 - March 2012
Unicare Life & Health Insurance Company March 1997 - February 2003
John Hancock Mutual Life Insurance Co January 1995 - March 1997
John Hancock Mutual Life Insurance Co January 1991 - January 1995
Massachusetts Army National Guard December 1985 - November 1991
Skills
Financial Reporting, Statistical Analysis, Ad Hoc Reporting, Audit and..., Customer Relationship..., Customized Financial..., Management
Education
Bentley University
B.S, Business Management
Bentley University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jamal Ait Hammou's Bank of America Experience February 2007 - March 2010
Job Adjunct Professor of Economics
Industry Banking
Experience
Bunker Hill Community College September 2012 - Present
Atlas Fossils March 2006 - September 2010
Bank of America February 2007 - March 2010
Skills
English, Problem Solving, Banking, French, apital IQ, Factset,..., Microsoft Office
Education
Bentley University 2010 — 2012
MBA, Finance, 3.24
Boston University 2010 — 2011
CFP Certicate, Financial Planning program, 3.7
Cambridge College 2004 — 2009
BA, Business Administration and Management, General, 3.7
Bunker Hill Community College September 2012 - Present
Atlas Fossils March 2006 - September 2010
Bank of America February 2007 - March 2010
Skills
English, Problem Solving, Banking, French, apital IQ, Factset,..., Microsoft Office
Education
Bentley University 2010 — 2012
MBA, Finance, 3.24
Boston University 2010 — 2011
CFP Certicate, Financial Planning program, 3.7
Cambridge College 2004 — 2009
BA, Business Administration and Management, General, 3.7
Praveen Prasanth Manavalan's Bank of America Experience December 2012 - November 2013
Job Sr, IT Project Manager at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation December 2013 - Present
Bank of America December 2012 - November 2013
Fidelity Investments January 2012 - November 2012
University Of Bridgeport March 2007 - December 2011
GE Money 2006 - 2007
HDFC Bank September 2004 - July 2006
Wipro January 2003 - September 2004
Standard Chartered Bank August 2000 - December 2002
Tamil Nadu Cricket Association August 1999 - July 2000
Skills
Business Intelligence, Process Improvement, SDLC, Data Analysis, Six Sigma, Business Process, MS Project, Bloomberg, Project Finance, Operations Management, XML, Microsoft Office, Project Management, Business Requirements, Factset, Kaizen, Cognos, Microstrategy, Microsoft Excel, Project Portfolio..., Quality Auditing, Data Governance, MicroStrategy Reporting, Muda, Data Mapping, Logical Data Modeling, Meta Data..., Microsoft Visual Studio..., Clarity, HP Quality Center, SoapUI, Problem Solving, Process Excellence, SQL, Business Analysis, Program Management, Software Project..., Risk Management, Management, Vendor Management, Visio, Analysis
Education
University of Bridgeport 2007 — 2011
Master of Business Administration (M.B.A.) - Finance, M.S Technology Management, 4.0/4.0
Harvard Business School
International Business, International Business
Bentley University 2009 — 2010
Master of Science (M.S.), Finance
University of Madras 2003 — 2005
Master's in Computer applications, Information Technology, First Class
University of Madras 1997 — 2000
Bachelor of Science (B.Sc.), Chemistry
Alliance Francaise 2010 — 2010
French Course A1, French Language and Literature
CVS Caremark Corporation December 2013 - Present
Bank of America December 2012 - November 2013
Fidelity Investments January 2012 - November 2012
University Of Bridgeport March 2007 - December 2011
GE Money 2006 - 2007
HDFC Bank September 2004 - July 2006
Wipro January 2003 - September 2004
Standard Chartered Bank August 2000 - December 2002
Tamil Nadu Cricket Association August 1999 - July 2000
Skills
Business Intelligence, Process Improvement, SDLC, Data Analysis, Six Sigma, Business Process, MS Project, Bloomberg, Project Finance, Operations Management, XML, Microsoft Office, Project Management, Business Requirements, Factset, Kaizen, Cognos, Microstrategy, Microsoft Excel, Project Portfolio..., Quality Auditing, Data Governance, MicroStrategy Reporting, Muda, Data Mapping, Logical Data Modeling, Meta Data..., Microsoft Visual Studio..., Clarity, HP Quality Center, SoapUI, Problem Solving, Process Excellence, SQL, Business Analysis, Program Management, Software Project..., Risk Management, Management, Vendor Management, Visio, Analysis
Education
University of Bridgeport 2007 — 2011
Master of Business Administration (M.B.A.) - Finance, M.S Technology Management, 4.0/4.0
Harvard Business School
International Business, International Business
Bentley University 2009 — 2010
Master of Science (M.S.), Finance
University of Madras 2003 — 2005
Master's in Computer applications, Information Technology, First Class
University of Madras 1997 — 2000
Bachelor of Science (B.Sc.), Chemistry
Alliance Francaise 2010 — 2010
French Course A1, French Language and Literature
Heraldo Sifontes Heraldo Sifontes's Bank of America Experience May 2011 - June 2015
Job Sales and Operations Director
Industry Consumer Goods
Experience
Bath2Go June 2015 - Present
Bank of America May 2011 - June 2015
Skills
AutoCAD, English, Spanish, Sales, Sales Management, Sales Operations, Sales Process, International Sales, Customer Service, Customer Satisfaction, Customer Relations, Customer Support, Business Strategy, Business Development, New Business Development, Entrepreneurship
Education
Newbury College 1991 — 1995
Bachelor's Degree, Business Management with emphasis in International Business
The Winchendon School 1986 — 1990
High School
Bentley University
Bath2Go June 2015 - Present
Bank of America May 2011 - June 2015
Skills
AutoCAD, English, Spanish, Sales, Sales Management, Sales Operations, Sales Process, International Sales, Customer Service, Customer Satisfaction, Customer Relations, Customer Support, Business Strategy, Business Development, New Business Development, Entrepreneurship
Education
Newbury College 1991 — 1995
Bachelor's Degree, Business Management with emphasis in International Business
The Winchendon School 1986 — 1990
High School
Bentley University
Shelley Francois's Bank of America Experience April 2012 - Present
Job Quality Assurance / Business Systems Analyst at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Wells Fargo May 2009 - December 2011
Bank of America April 2008 - November 2008
Various Companies November 2002 - April 2008
FleetBoston Financial December 1988 - October 2001
Skills
Banking, Technical Support, Quality Assurance, Production Support, Environmental..., Visio, Business Analysis, Project Management, SDLC, Requirements Analysis, SQL, Customer Service, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Microsoft Office, Risk Management, Credit Management, Treasury Management
Education
Bentley University 1996 — 2000
Finance, Banking and Financial Support Services
New England College of Business and Finance 1992 — 1996
Associate's degree, Accounting and Finance
Bank of America April 2012 - Present
Wells Fargo May 2009 - December 2011
Bank of America April 2008 - November 2008
Various Companies November 2002 - April 2008
FleetBoston Financial December 1988 - October 2001
Skills
Banking, Technical Support, Quality Assurance, Production Support, Environmental..., Visio, Business Analysis, Project Management, SDLC, Requirements Analysis, SQL, Customer Service, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Microsoft Office, Risk Management, Credit Management, Treasury Management
Education
Bentley University 1996 — 2000
Finance, Banking and Financial Support Services
New England College of Business and Finance 1992 — 1996
Associate's degree, Accounting and Finance
Philip Giordano's Bank of America Experience 2002 - 2005
Job VP Key Center Manager at KeyBank
Industry Financial Services
Experience
KeyBank July 2010 - Present
Significance Matters June 2005 - March 2010
Waddell & Reed June 2005 - September 2009
Citizens Bank October 1997 - May 2005
Bank of America 2002 - 2005
Skills
Small Business Lending, Consumer Lending, Credit, Coaching, Management, Leadership, Risk Management, Training, Management Consulting, Finance, Retail Banking, Team Building, Customer Service, Small Business, Sales, Executive Coaching, Strategy, Financial Analysis, Analysis, Business Development, Commercial Banking, Financial Services, Leadership Development, MBTI, Team Leadership, Portfolio Management
Education
University of Southern Maine 2014 — 2016
Master's Degree, Leadership Studies
Bentley University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
College of Financial Planning
KeyBank July 2010 - Present
Significance Matters June 2005 - March 2010
Waddell & Reed June 2005 - September 2009
Citizens Bank October 1997 - May 2005
Bank of America 2002 - 2005
Skills
Small Business Lending, Consumer Lending, Credit, Coaching, Management, Leadership, Risk Management, Training, Management Consulting, Finance, Retail Banking, Team Building, Customer Service, Small Business, Sales, Executive Coaching, Strategy, Financial Analysis, Analysis, Business Development, Commercial Banking, Financial Services, Leadership Development, MBTI, Team Leadership, Portfolio Management
Education
University of Southern Maine 2014 — 2016
Master's Degree, Leadership Studies
Bentley University
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
College of Financial Planning
Tara Eschbach Tara Eschbach's Bank of America Experience August 2006 - November 2007
Job Business Systems Architect at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management November 2007 - Present
Bank of America August 2006 - November 2007
MFS Investment Management January 2000 - July 2006
MetLife November 1994 - July 1999
Skills
Financial Services, Business Analysis, Investments, Requirements Gathering, Visio, Business Requirements, Alternative Investments, SDLC, Mutual Funds, Asset Management, Relationship Management, Analysis
Education
Bentley University 2014 — 2018
User Experience Certificate, User Experience
West Chester University of Pennsylvania 1989 — 1993
bsw, social work
MFS Investment Management November 2007 - Present
Bank of America August 2006 - November 2007
MFS Investment Management January 2000 - July 2006
MetLife November 1994 - July 1999
Skills
Financial Services, Business Analysis, Investments, Requirements Gathering, Visio, Business Requirements, Alternative Investments, SDLC, Mutual Funds, Asset Management, Relationship Management, Analysis
Education
Bentley University 2014 — 2018
User Experience Certificate, User Experience
West Chester University of Pennsylvania 1989 — 1993
bsw, social work
Saverio Rozzo Saverio Rozzo's Bank of America Experience June 2014 - Present
Job Finance MAP at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Bank of America June 2013 - August 2013
Bentley Microfinance Group September 2012 - December 2012
Yankee Lobster Inc. June 2012 - August 2012
Beta Alpha Psi February 2012 - May 2012
Skills
Bloomberg Terminal, Windows XP Pro, Windows 7, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QuickBooks, ProcessModel5, SAP, Crystal Ball, SPSS, FactSet Research Systems
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting
Universitat Autònoma de Barcelona 2013 — 2013
Education Abroad, International Finance
Locust Valley High School 2006 — 2010
High School Diploma
Bank of America June 2014 - Present
Bank of America June 2013 - August 2013
Bentley Microfinance Group September 2012 - December 2012
Yankee Lobster Inc. June 2012 - August 2012
Beta Alpha Psi February 2012 - May 2012
Skills
Bloomberg Terminal, Windows XP Pro, Windows 7, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, QuickBooks, ProcessModel5, SAP, Crystal Ball, SPSS, FactSet Research Systems
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance and Accounting
Universitat Autònoma de Barcelona 2013 — 2013
Education Abroad, International Finance
Locust Valley High School 2006 — 2010
High School Diploma
Donna Caouette's Bank of America Experience June 1992 - Present
Job Assistant Manager at Bank of America
Industry Banking
Experience
Bank of America June 1992 - Present
Education
Bentley College
Bachelor's degree, Business Administration and Management, General
Bank of America June 1992 - Present
Education
Bentley College
Bachelor's degree, Business Administration and Management, General
Matthew Yee's Bank of America Experience May 2007 - July 2007
Job Northeast Retirement Services
Industry Financial Services
Experience
Northeast Retirement Services May 2015 - Present
J.P. Morgan November 2014 - May 2015
Citigroup April 2008 - November 2014
Bank of America May 2007 - July 2007
Skills
Fund Accounting, Hedge Funds, Financial Services, Bloomberg, Fund Administration, Alternative Investments, Mutual Funds, Equities, Corporate Actions, Account Reconciliation
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
Northeast Retirement Services May 2015 - Present
J.P. Morgan November 2014 - May 2015
Citigroup April 2008 - November 2014
Bank of America May 2007 - July 2007
Skills
Fund Accounting, Hedge Funds, Financial Services, Bloomberg, Fund Administration, Alternative Investments, Mutual Funds, Equities, Corporate Actions, Account Reconciliation
Education
Bentley University 2004 — 2008
Bachelor of Science, Economics-Finance
Eric Win Eric Win's Bank of America Experience August 2014 - Present
Job AVP, Global Risk Compliance & Legal Corporate Audit at Bank of America
Industry Banking
Experience
Bank of America August 2014 - Present
Sovereign Bank/Banco Santander June 2012 - August 2014
Sovereign Bank/Banco Santander January 2011 - June 2012
TD Bank Group June 2009 - December 2010
Skills
Financial Risk, Risk Assessment, Auditing, Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Credit, Asset Based Lending, Small Business Lending, Loans, Retail Banking, Banking, Portfolio Management, Underwriting, Management, Customer Service, Internal Audit, Risk Management, Internal Controls, Sarbanes-Oxley Act, Consumer Lending, Mortgage Lending, Loan Origination, Anti Money Laundering, Operational Risk, Due Diligence, Credit Cards, Lines Of Credit, Governance, Enterprise Risk..., Financial Analysis
Education
Bentley University 2007 — 2009
Bachelor of Science, Finance
Middlesex Community College 2005 — 2007
Associate, Business Administration
Bank of America August 2014 - Present
Sovereign Bank/Banco Santander June 2012 - August 2014
Sovereign Bank/Banco Santander January 2011 - June 2012
TD Bank Group June 2009 - December 2010
Skills
Financial Risk, Risk Assessment, Auditing, Credit Analysis, Credit Risk, Commercial Banking, Commercial Lending, Credit, Asset Based Lending, Small Business Lending, Loans, Retail Banking, Banking, Portfolio Management, Underwriting, Management, Customer Service, Internal Audit, Risk Management, Internal Controls, Sarbanes-Oxley Act, Consumer Lending, Mortgage Lending, Loan Origination, Anti Money Laundering, Operational Risk, Due Diligence, Credit Cards, Lines Of Credit, Governance, Enterprise Risk..., Financial Analysis
Education
Bentley University 2007 — 2009
Bachelor of Science, Finance
Middlesex Community College 2005 — 2007
Associate, Business Administration
William Riley's Bank of America Experience January 1993 - December 2000
Job Producing Sales Manager at RBS Citizens Bank
Industry Banking
Experience
Citizens Bank 2008 - Present
American Home Mortgage January 2001 - August 2007
Bank of America January 1993 - December 2000
Skills
Mortgage Origination, Mortgage Planning, Mortgage Banking, Real Estate, Mortgage Lending, Government Loans, Reverse Mortgages, Certified Mortgage..., First Time Home Buyers, Construction Loans, Refinance, USDA, Consumer Lending, Cross Selling, Commercial Mortgages, Loss Mitigation, Banking, Small Business Lending, Loans, FHA, Credit Analysis, Investments, Real Estate Financing, Loan Origination, Underwriting, Condos, Branch Management, Referrals, Investment Properties, Commercial Lending, Credit, Mortgage Underwriting, VA loans, Residential Mortgages, FHA financing, Home Equity Loans, Home Equity Lines of..., Debt Consolidation, Lines Of Credit, Mortgage Marketing, Finance, Real Estate Economics, Foreclosures, Non-Conforming, Mortgage Servicing, Financial Structuring, Funding, Home Equity, Loan Servicing, Commercial Banking
Education
Bentley College 1977 — 1981
Bachelor of Science, Marketing Management
Brookline High School
Citizens Bank 2008 - Present
American Home Mortgage January 2001 - August 2007
Bank of America January 1993 - December 2000
Skills
Mortgage Origination, Mortgage Planning, Mortgage Banking, Real Estate, Mortgage Lending, Government Loans, Reverse Mortgages, Certified Mortgage..., First Time Home Buyers, Construction Loans, Refinance, USDA, Consumer Lending, Cross Selling, Commercial Mortgages, Loss Mitigation, Banking, Small Business Lending, Loans, FHA, Credit Analysis, Investments, Real Estate Financing, Loan Origination, Underwriting, Condos, Branch Management, Referrals, Investment Properties, Commercial Lending, Credit, Mortgage Underwriting, VA loans, Residential Mortgages, FHA financing, Home Equity Loans, Home Equity Lines of..., Debt Consolidation, Lines Of Credit, Mortgage Marketing, Finance, Real Estate Economics, Foreclosures, Non-Conforming, Mortgage Servicing, Financial Structuring, Funding, Home Equity, Loan Servicing, Commercial Banking
Education
Bentley College 1977 — 1981
Bachelor of Science, Marketing Management
Brookline High School
Nitita Pongsanarakul Nitita Pongsanarakul's Bank of America Experience August 2008 - March 2010
Job Operations and HR Manager at Explore Schools
Industry Nonprofit Organization Management
Experience
Explore Schools July 2015 - Present
Explore Schools October 2014 - June 2015
BUILD September 2013 - September 2014
BUILD September 2012 - September 2013
Found in Translation, Inc. October 2011 - November 2012
BUILD September 2011 - August 2012
Starfish Country Home School Foundation May 2010 - May 2011
Bank of America August 2008 - March 2010
Johnson & Johnson January 2008 - July 2008
Prudential Financial June 2007 - December 2007
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Finance, Corporate Finance, Microsoft Office, Outlook, Analytics, Salesforce.com, Public Speaking, Nonprofits, Leadership, Access, Coaching, Community Outreach, Fundraising
Education
Bentley University 2004 — 2008
B.S., Finance
RMIT University 2006 — 2006
Finance
Explore Schools July 2015 - Present
Explore Schools October 2014 - June 2015
BUILD September 2013 - September 2014
BUILD September 2012 - September 2013
Found in Translation, Inc. October 2011 - November 2012
BUILD September 2011 - August 2012
Starfish Country Home School Foundation May 2010 - May 2011
Bank of America August 2008 - March 2010
Johnson & Johnson January 2008 - July 2008
Prudential Financial June 2007 - December 2007
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Finance, Corporate Finance, Microsoft Office, Outlook, Analytics, Salesforce.com, Public Speaking, Nonprofits, Leadership, Access, Coaching, Community Outreach, Fundraising
Education
Bentley University 2004 — 2008
B.S., Finance
RMIT University 2006 — 2006
Finance
Jeff Hansel, MBA Jeff Hansel, MBA's Bank of America Experience April 2006 - April 2011
Job Experienced finance professional with diverse experience
Industry Banking
Experience
Cambridge Savings Bank August 2015 - Present
Santander Bank, N.A. December 2012 - August 2015
Citizens Financial Group April 2011 - December 2012
Bank of America April 2006 - April 2011
Washington Mutual October 2002 - April 2006
Ameriquest Mortgage May 2002 - October 2002
Walt Disney World August 2001 - August 2002
Kroll Factual Data May 2001 - May 2002
Walt Disney World January 2001 - June 2001
IKON Office Solutions July 1997 - January 2001
Skills
Commercial Underwriting, Financial Analysis, Risk Assessment, Technology, FCRA, Commercial credit..., Credit Risk, Credit Scoring, Refinance, Portfolio Management, Underwriting, Mortgage Lending, Commercial Banking, Financial Modeling, Corporate Finance, Commercial Lending, Small Business Lending, Banking, Credit, Credit Analysis, Loans, Risk Management, Management, Finance, Leadership, Financial Risk, Analysis, Lines Of Credit, Consumer Lending, Relationship Management, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Masters of Business Administration (MBA), Marketing & Accounting concentrations
Bank of America 2007 — 2008
Formal Commercial Credit Training Program
Bentley University 1997 — 2002
Bachelor of Science (B.S.), Business Management, IT Minor
Disney University 2001 — 2001
"Ducktorate"
Cambridge Savings Bank August 2015 - Present
Santander Bank, N.A. December 2012 - August 2015
Citizens Financial Group April 2011 - December 2012
Bank of America April 2006 - April 2011
Washington Mutual October 2002 - April 2006
Ameriquest Mortgage May 2002 - October 2002
Walt Disney World August 2001 - August 2002
Kroll Factual Data May 2001 - May 2002
Walt Disney World January 2001 - June 2001
IKON Office Solutions July 1997 - January 2001
Skills
Commercial Underwriting, Financial Analysis, Risk Assessment, Technology, FCRA, Commercial credit..., Credit Risk, Credit Scoring, Refinance, Portfolio Management, Underwriting, Mortgage Lending, Commercial Banking, Financial Modeling, Corporate Finance, Commercial Lending, Small Business Lending, Banking, Credit, Credit Analysis, Loans, Risk Management, Management, Finance, Leadership, Financial Risk, Analysis, Lines Of Credit, Consumer Lending, Relationship Management, Financial Services
Education
Syracuse University - Martin J. Whitman School of Management
Masters of Business Administration (MBA), Marketing & Accounting concentrations
Bank of America 2007 — 2008
Formal Commercial Credit Training Program
Bentley University 1997 — 2002
Bachelor of Science (B.S.), Business Management, IT Minor
Disney University 2001 — 2001
"Ducktorate"
Nina Miller-Browne's Bank of America Experience June 2005 - March 2008
Job Associate Director, Financial Reporting and Analysis at Northeastern University
Industry Higher Education
Experience
Boston Ski Party November 2013 - Present
Northeastern University July 2011 - Present
Action for Boston Community Development April 2011 - July 2011
State Street March 2008 - December 2010
Bank of America June 2005 - March 2008
Bank of America March 2002 - May 2005
Bank of America July 2000 - February 2002
Putnam Investments January 1999 - June 2000
Skills
Financial Analysis, Risk Management, Analysis, Teamwork, Management, Forecasting, Financial Modeling, Change Management, Data Analysis, Hyperion Enterprise, Finance, Managerial Finance, Access, Investments, Project Planning, Corporate Finance, Business Analysis, Budgets, Strategic Financial..., Financial Reporting, Accounting, Internal Controls, Financial Planning
Education
Boston University
Master of Science, Finance/Economics
Bentley University
Bachelor of Science, Finance/Management
Boston Ski Party November 2013 - Present
Northeastern University July 2011 - Present
Action for Boston Community Development April 2011 - July 2011
State Street March 2008 - December 2010
Bank of America June 2005 - March 2008
Bank of America March 2002 - May 2005
Bank of America July 2000 - February 2002
Putnam Investments January 1999 - June 2000
Skills
Financial Analysis, Risk Management, Analysis, Teamwork, Management, Forecasting, Financial Modeling, Change Management, Data Analysis, Hyperion Enterprise, Finance, Managerial Finance, Access, Investments, Project Planning, Corporate Finance, Business Analysis, Budgets, Strategic Financial..., Financial Reporting, Accounting, Internal Controls, Financial Planning
Education
Boston University
Master of Science, Finance/Economics
Bentley University
Bachelor of Science, Finance/Management
Liz Spada's Bank of America Experience November 2004 - August 2007
Job Vice President, Compensation & Benefits at Pegasystems
Industry Computer Software
Experience
Pegasystems December 2012 - Present
Avid Technology January 2010 - December 2012
Dolmat-Connell & Partners August 2007 - December 2009
Bank of America November 2004 - August 2007
CMGI July 2000 - April 2004
Lotus Development/IBM July 1992 - June 2000
Wang laboratories July 1988 - July 1992
Skills
Incentive Programs, Performance Management, Executive Pay, HRIS, Training, Succession Planning, Workforce Planning, Organizational Design, Benefits Administration, Onboarding, Personnel Management, Employee Relations, PeopleSoft, HR Consulting, Incentives, Compensation Structures, Program Management, Management, Employment Law, Organizational..., Change Management, Applicant Tracking..., Organizational..., Job Evaluation
Education
Bentley College 1984 — 1988
Bachelors, Business Admin
Pegasystems December 2012 - Present
Avid Technology January 2010 - December 2012
Dolmat-Connell & Partners August 2007 - December 2009
Bank of America November 2004 - August 2007
CMGI July 2000 - April 2004
Lotus Development/IBM July 1992 - June 2000
Wang laboratories July 1988 - July 1992
Skills
Incentive Programs, Performance Management, Executive Pay, HRIS, Training, Succession Planning, Workforce Planning, Organizational Design, Benefits Administration, Onboarding, Personnel Management, Employee Relations, PeopleSoft, HR Consulting, Incentives, Compensation Structures, Program Management, Management, Employment Law, Organizational..., Change Management, Applicant Tracking..., Organizational..., Job Evaluation
Education
Bentley College 1984 — 1988
Bachelors, Business Admin
Brenda McGuinn Brenda McGuinn's Bank of America Experience June 2011 - August 2011
Job Release Management, Service Delivery Management, Project Management, Access Management, Contingency Planning
Industry Information Technology and Services
Experience
Bank of America June 2011 - August 2011
Wells Fargo Advisors July 2010 - May 2011
RCCC Rowan Cabarrus Community College January 2009 - July 2010
Wachovia Corporation August 2005 - January 2008
Wachovia, A Wells Fargo Company 2000 - 2008
Wachovia Corporation January 2002 - July 2005
Wachovia Corporation January 2000 - February 2002
Wachovia Corporation February 1996 - December 2000
Maxim Group 1999 - 2000
Wachovia Corporation February 1995 - January 1996
Skills
Release Management, Service Delivery..., Access Management
Education
Miami University 1981 — 1982
MBA, Business Administration
Miami University 1979 — 1981
MEd, Education
Berea College 1975 — 1979
BA, Mathematics
Bank of America June 2011 - August 2011
Wells Fargo Advisors July 2010 - May 2011
RCCC Rowan Cabarrus Community College January 2009 - July 2010
Wachovia Corporation August 2005 - January 2008
Wachovia, A Wells Fargo Company 2000 - 2008
Wachovia Corporation January 2002 - July 2005
Wachovia Corporation January 2000 - February 2002
Wachovia Corporation February 1996 - December 2000
Maxim Group 1999 - 2000
Wachovia Corporation February 1995 - January 1996
Skills
Release Management, Service Delivery..., Access Management
Education
Miami University 1981 — 1982
MBA, Business Administration
Miami University 1979 — 1981
MEd, Education
Berea College 1975 — 1979
BA, Mathematics
Denish Gandhi's Bank of America Experience December 2009 - July 2014
Job Vice President Application Manager at Bank of America
Industry Computer Software
Experience
Bank of America Corporation July 2014 - Present
Bank of America December 2009 - July 2014
TEKsystems March 2008 - December 2009
TEKsystems August 2008 - November 2008
Nakoma Group September 2007 - July 2008
Headstrong Consulting June 2006 - August 2007
Verizon Business January 2006 - May 2006
ChoicePoint Precision Marketing Company April 2005 - July 2005
Epsilon - A Relizon Company September 2002 - April 2005
Skills
Visio, Business Requirements, Teradata, Software Documentation, Sybase, Data Warehousing, SDLC, PL/SQL, SQL, DB2, Unix, Business Intelligence, Oracle, Data Modeling, VBScript, Software Project..., Test Automation, Microsoft SQL Server
Education
Bentley College 2003 — 2004
Bachelor, Computer Information Systems
Bank of America Corporation July 2014 - Present
Bank of America December 2009 - July 2014
TEKsystems March 2008 - December 2009
TEKsystems August 2008 - November 2008
Nakoma Group September 2007 - July 2008
Headstrong Consulting June 2006 - August 2007
Verizon Business January 2006 - May 2006
ChoicePoint Precision Marketing Company April 2005 - July 2005
Epsilon - A Relizon Company September 2002 - April 2005
Skills
Visio, Business Requirements, Teradata, Software Documentation, Sybase, Data Warehousing, SDLC, PL/SQL, SQL, DB2, Unix, Business Intelligence, Oracle, Data Modeling, VBScript, Software Project..., Test Automation, Microsoft SQL Server
Education
Bentley College 2003 — 2004
Bachelor, Computer Information Systems
Marc Eddy's Bank of America Experience March 2015 - Present
Job Bank of America
Industry Banking
Experience
Bank of America March 2015 - Present
Santander Bank, N.A. 2013 - March 2015
Citizens Bank 2013 - 2013
Citi 2011 - 2013
Bank of America January 2011 - October 2011
Bank of America 2006 - 2011
Tulsa Talons - Arena Football League 2005 - 2006
Skills
Loans, Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Relationship Management, Credit Analysis, Finance, Portfolio Management, Retail Banking, Cash Management, Investments, Small Business Lending, Branch Management, Management, Consumer Lending, Sales, CRM, Leadership, Commercial Mortgages, Small Business, Business Strategy, Executive Management, Risk Management, Lines Of Credit, Financial Services, Treasury Management, Underwriting, Deposits, Branch Banking, Cross Selling, Credit Cards, Credit Risk, Refinance
Education
Bentley University
Economics/Finance
Bank of America March 2015 - Present
Santander Bank, N.A. 2013 - March 2015
Citizens Bank 2013 - 2013
Citi 2011 - 2013
Bank of America January 2011 - October 2011
Bank of America 2006 - 2011
Tulsa Talons - Arena Football League 2005 - 2006
Skills
Loans, Banking, Financial Analysis, Mortgage Lending, Commercial Lending, Credit, Commercial Banking, Relationship Management, Credit Analysis, Finance, Portfolio Management, Retail Banking, Cash Management, Investments, Small Business Lending, Branch Management, Management, Consumer Lending, Sales, CRM, Leadership, Commercial Mortgages, Small Business, Business Strategy, Executive Management, Risk Management, Lines Of Credit, Financial Services, Treasury Management, Underwriting, Deposits, Branch Banking, Cross Selling, Credit Cards, Credit Risk, Refinance
Education
Bentley University
Economics/Finance
Scott Metzger's Bank of America Experience February 2001 - May 2005
Job Senior Market Research Analyst at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric June 2005 - Present
Bank of America February 2001 - May 2005
Thomson and Thomson 1995 - 2001
Skills
Marketing Communications, Marketing, Management, Competitive Analysis, Marketing Strategy, Leadership, Strategy, Budgets, Product Marketing, Forecasting, Market Research, Analysis, Business Strategy, Product Management, Market Analysis, Marketing Management, Segmentation, Market Planning, Marketing Research, Cross-functional Team...
Education
Bentley University 1991 — 1995
Bachelor's degree, Marketing
Schneider Electric June 2005 - Present
Bank of America February 2001 - May 2005
Thomson and Thomson 1995 - 2001
Skills
Marketing Communications, Marketing, Management, Competitive Analysis, Marketing Strategy, Leadership, Strategy, Budgets, Product Marketing, Forecasting, Market Research, Analysis, Business Strategy, Product Management, Market Analysis, Marketing Management, Segmentation, Market Planning, Marketing Research, Cross-functional Team...
Education
Bentley University 1991 — 1995
Bachelor's degree, Marketing
Michael Diranian's Bank of America Experience April 2012 - Present
Job AVP Sr Loan Officer & 203K Renovation Sales Manager at Bank of America
Industry Banking
Experience
Bank of America April 2012 - Present
Citizens Bank August 2011 - March 2012
Bank of America July 2008 - August 2011
Countrywide Home Loans March 2003 - July 2008
Citizens Bank July 1996 - March 2003
Skills
Mortgage Banking
Education
Bentley University 2000 — 2004
MBA, Management
Bentley University 1989 — 1991
BS, Management
Bank of America April 2012 - Present
Citizens Bank August 2011 - March 2012
Bank of America July 2008 - August 2011
Countrywide Home Loans March 2003 - July 2008
Citizens Bank July 1996 - March 2003
Skills
Mortgage Banking
Education
Bentley University 2000 — 2004
MBA, Management
Bentley University 1989 — 1991
BS, Management
Kristina Wiley Barinelli's Bank of America Experience 2005 - Present
Job Account Executive at Bank of America
Industry Marketing and Advertising
Experience
Bank of America 2005 - Present
Columbia Management/Bank of America 2005 - 2010
Seidler Bernstein 2003 - 2005
TJX 2001 - 2003
Bernard Hodes Group 2000 - 2001
Skills
Direct Mail, Marketing Communications, Direct Marketing, Financial Services, Salesforce.com, Email Marketing, Advertising, Analytics, Account Management, Integrated Marketing, CRM, Lead Generation, Relationship Management, Digital Marketing, Competitive Analysis, Management, Project Management
Education
Bentley University
Bank of America 2005 - Present
Columbia Management/Bank of America 2005 - 2010
Seidler Bernstein 2003 - 2005
TJX 2001 - 2003
Bernard Hodes Group 2000 - 2001
Skills
Direct Mail, Marketing Communications, Direct Marketing, Financial Services, Salesforce.com, Email Marketing, Advertising, Analytics, Account Management, Integrated Marketing, CRM, Lead Generation, Relationship Management, Digital Marketing, Competitive Analysis, Management, Project Management
Education
Bentley University
James DiFiore's Bank of America Experience 2004 - 2007
Job Vice President at Wellington Management
Industry Financial Services
Experience
Wellington Management 2007 - Present
Bank of America 2004 - 2007
FleetBoston Financial (Bank of America) 1999 - 2004
BankBoston 1994 - 1999
Medford Bank 1988 - 1994
Education
Bentley University 1984 — 1988
BS, Accounting
Wellington Management 2007 - Present
Bank of America 2004 - 2007
FleetBoston Financial (Bank of America) 1999 - 2004
BankBoston 1994 - 1999
Medford Bank 1988 - 1994
Education
Bentley University 1984 — 1988
BS, Accounting
Denise Veenstra Denise Veenstra's Bank of America Experience May 2004 - June 2006
Job Business Systems Support Manager, AVP at Enterprise Bank (Enterprise Bancorp)
Industry Banking
Experience
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) January 2006 - January 2015
Bank of America May 2004 - June 2006
Fleet Bank September 1999 - May 2004
Skills
Process Improvement, Business Analysis, Customer Relations, Outlook, SharePoint, Project Management, Databases, Microsoft Office, Customer Service, Microsoft Excel, Banking, InfoPath Forms, Security, Credit, Analysis, Risk Management, Financial Reporting, SQL, Cognos, Siebel, Management, Financial Analysis, Retail Banking
Education
Bentley University 1987 — 1992
Bachelors, Accounting
University of Massachusetts Lowell 1997 — 1998
Certificate of Computer Proficiency, Computer and Information Sciences, General
Enterprise Bank (Enterprise Bancorp) January 2015 - Present
Enterprise Bank (Enterprise Bancorp) January 2006 - January 2015
Bank of America May 2004 - June 2006
Fleet Bank September 1999 - May 2004
Skills
Process Improvement, Business Analysis, Customer Relations, Outlook, SharePoint, Project Management, Databases, Microsoft Office, Customer Service, Microsoft Excel, Banking, InfoPath Forms, Security, Credit, Analysis, Risk Management, Financial Reporting, SQL, Cognos, Siebel, Management, Financial Analysis, Retail Banking
Education
Bentley University 1987 — 1992
Bachelors, Accounting
University of Massachusetts Lowell 1997 — 1998
Certificate of Computer Proficiency, Computer and Information Sciences, General
Lisa Dippel's Bank of America Experience Loan OfficerHome Savings/Wamu/ChaseFebruary 1993 - July 2009
Job Mortgage Loan Officer at Bank of America
Industry Banking
Experience
Bank of America Loan OfficerHome Savings/Wamu/ChaseFebruary 1993 - July 2009
Education
Bentley University 1980 — 1984
Bachelors, Finance
Bank of America Loan OfficerHome Savings/Wamu/ChaseFebruary 1993 - July 2009
Education
Bentley University 1980 — 1984
Bachelors, Finance
Yen Norah Lo's Bank of America Experience February 2014 - Present
Job Personal Banker at Bank of America
Industry Financial Services
Experience
Bank of America February 2014 - Present
Bank of America July 2012 - February 2014
Bentley University September 2010 - May 2012
Bentley University January 2009 - May 2012
Investor Capital LLC July 2010 - August 2010
Moody's Investors Service May 2008 - September 2008
Kelly Insurance Brokerage, Inc. June 2005 - May 2007
Skills
Access, Microsoft Excel, Photoshop, Research, Public Speaking, Microsoft Office, HTML, Event Management, JavaScript, Pivot Tables, Excel, PowerPoint, Analysis, Management, Peachtree, CSS, Financial Analysis, Retail Banking, Public Relations, Microsoft Word, Social Media
Education
Bentley University 2008 — 2012
BS, finance
Bank of America February 2014 - Present
Bank of America July 2012 - February 2014
Bentley University September 2010 - May 2012
Bentley University January 2009 - May 2012
Investor Capital LLC July 2010 - August 2010
Moody's Investors Service May 2008 - September 2008
Kelly Insurance Brokerage, Inc. June 2005 - May 2007
Skills
Access, Microsoft Excel, Photoshop, Research, Public Speaking, Microsoft Office, HTML, Event Management, JavaScript, Pivot Tables, Excel, PowerPoint, Analysis, Management, Peachtree, CSS, Financial Analysis, Retail Banking, Public Relations, Microsoft Word, Social Media
Education
Bentley University 2008 — 2012
BS, finance
Joseph Loughnane Joseph Loughnane's Bank of America Experience April 2005 - March 2009
Job Director US Credit Risk Analytics and Reporting at TD Bank NA
Industry Banking
Experience
TD Bank NA March 2009 - Present
Bank of America April 2005 - March 2009
Bank of America January 2004 - June 2005
Skills
Financial Risk, Program Management, Credit Risk, Project Management, Auditing, Credit, Credit Analysis, Risk Management, Commercial Lending, Portfolio Management, Financial Analysis, Banking, Loans, Commercial Banking, Financial Modeling, Operational Risk
Education
Bentley University
Masters, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science, Business Administration and Accounting
TD Bank NA March 2009 - Present
Bank of America April 2005 - March 2009
Bank of America January 2004 - June 2005
Skills
Financial Risk, Program Management, Credit Risk, Project Management, Auditing, Credit, Credit Analysis, Risk Management, Commercial Lending, Portfolio Management, Financial Analysis, Banking, Loans, Commercial Banking, Financial Modeling, Operational Risk
Education
Bentley University
Masters, Finance
University of Massachusetts at Amherst - Isenberg School of Management
Bachelor of Science, Business Administration and Accounting
Kristen Jervey's Bank of America Experience April 2004 - October 2006
Job Realtor at Coldwell Banker
Industry Investment Management
Experience
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
Coldwell Banker January 2014 - Present
community service 2006 - Present
Bank of America April 2004 - October 2006
Fleet Bank September 2001 - April 2004
John Hancock Life Insurance Company (U.S.A.) January 2000 - September 2001
Cambridge Systematics 1998 - 2000
Dreyfus 1997 - 1998
AccountPros 1995 - 1997
Skills
Financial Analysis, Budgets, Marketing Strategy, Banking, Advertising, Business Process..., Credit Analysis, Fundraising, Marketing, Vendor Management, Product Marketing, Human Resources, New Business Development, Business Development, Marketing Communications, Strategy
Education
Bentley College 1991 — 1995
BS, Marketing, Law
Claudia Pinedo-Lopez's Bank of America Experience May 2001 - December 2004
Job Assistant Credit Manager at Future Metals LLC
Industry Financial Services
Experience
Future Metals, LLC July 2012 - Present
Thermo Fisher Scientific September 2007 - July 2012
Deutsche Bank April 2006 - September 2007
Countrywide Home Loans Inc February 2005 - December 2005
Bank of America May 2001 - December 2004
Skills
Organizational..., Fast Learner, Multitasker, Bilingual-Spanish
Education
Bentley University 1998 — 2004
Bachelor of Science (B.S.), Accounting
Future Metals, LLC July 2012 - Present
Thermo Fisher Scientific September 2007 - July 2012
Deutsche Bank April 2006 - September 2007
Countrywide Home Loans Inc February 2005 - December 2005
Bank of America May 2001 - December 2004
Skills
Organizational..., Fast Learner, Multitasker, Bilingual-Spanish
Education
Bentley University 1998 — 2004
Bachelor of Science (B.S.), Accounting
Paul Larvey's Bank of America Experience 2000 - 2004
Job Accounting Professional
Industry Banking
Experience
Marine Credit Union March 2011 - January 2012
Huron Consulting Group April 2010 - December 2010
MMC Group LP July 2008 - January 2010
MMC Group LP September 2008 - March 2009
MuniMae - Baltimore July 2007 - March 2008
Old Mutual Financial Network January 2007 - May 2007
IFG Project Resourcing March 2006 - December 2006
Liberty Mutual September 2005 - April 2006
Teradyne November 2004 - June 2005
Bank of America 2000 - 2004
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Forecasting, Risk Management, Internal Audit, Process Improvement, GAAP, General Ledger, Budgets, SEC filings, Banking, Account Reconciliation, Financial Risk, Management, Financial Services, Consolidation, Project Management, Analysis, Financial Modeling, Finance, Accounts Receivable, Variance Analysis, Financial Statements, Corporate Finance, Strategic Financial..., Cash Management, Accounts Payable, Tax, Cash Flow, Payroll
Education
Bentley College 1980 — 1984
BS, Accounting
Marine Credit Union March 2011 - January 2012
Huron Consulting Group April 2010 - December 2010
MMC Group LP July 2008 - January 2010
MMC Group LP September 2008 - March 2009
MuniMae - Baltimore July 2007 - March 2008
Old Mutual Financial Network January 2007 - May 2007
IFG Project Resourcing March 2006 - December 2006
Liberty Mutual September 2005 - April 2006
Teradyne November 2004 - June 2005
Bank of America 2000 - 2004
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Forecasting, Risk Management, Internal Audit, Process Improvement, GAAP, General Ledger, Budgets, SEC filings, Banking, Account Reconciliation, Financial Risk, Management, Financial Services, Consolidation, Project Management, Analysis, Financial Modeling, Finance, Accounts Receivable, Variance Analysis, Financial Statements, Corporate Finance, Strategic Financial..., Cash Management, Accounts Payable, Tax, Cash Flow, Payroll
Education
Bentley College 1980 — 1984
BS, Accounting
Michael V Duggan's Bank of America Experience June 2015 - Present
Job Vice President, Client Manager at Bank of America
Industry Banking
Experience
Bank of America June 2015 - Present
Bank of America June 2013 - May 2015
Bank of America June 2009 - May 2013
Bank of America June 2008 - June 2009
Ameriprise Financial Inc September 2007 - March 2008
Skills
Credit Analysis, Commercial Lending, Loans, Portfolio Management, Financial Risk, Management, Credit, Finance, Underwriting
Education
Bentley University 2004 — 2008
Bachelor of Science Degree, Finance
Bank of America June 2015 - Present
Bank of America June 2013 - May 2015
Bank of America June 2009 - May 2013
Bank of America June 2008 - June 2009
Ameriprise Financial Inc September 2007 - March 2008
Skills
Credit Analysis, Commercial Lending, Loans, Portfolio Management, Financial Risk, Management, Credit, Finance, Underwriting
Education
Bentley University 2004 — 2008
Bachelor of Science Degree, Finance
Nadia Russo Nadia Russo's Bank of America Experience January 1995 - March 1999
Job Assistant Controller at Milton Academy
Industry Education Management
Experience
Milton Academy April 1999 - Present
Bank of America January 1995 - March 1999
Bank of America March 1989 - March 1999
Skills
Analysis, Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Microsoft Office, Customer Service, General Ledger, Access, Outlook, Microsoft Excel
Education
Bentley College 1989 — 1993
Bachelor's, Business Management
Boston Latin School 1982 — 1988
High School Diploma
Milton Academy April 1999 - Present
Bank of America January 1995 - March 1999
Bank of America March 1989 - March 1999
Skills
Analysis, Excel, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Microsoft Office, Customer Service, General Ledger, Access, Outlook, Microsoft Excel
Education
Bentley College 1989 — 1993
Bachelor's, Business Management
Boston Latin School 1982 — 1988
High School Diploma
Allen Toe, Jr.'s Bank of America Experience August 2013 - December 2013
Job Senior Consultant Capital Markets at EY
Industry Management Consulting
Experience
EY January 2015 - Present
Bank of America August 2013 - December 2013
Wells Fargo Securities October 2011 - May 2013
Standard Chartered Bank September 2010 - October 2011
Credit Suisse February 2007 - September 2010
Skills
Derivatives, Prime Brokerage, Collateral Management, Valuation, Capital Markets, Hedge Funds, Trading, Finance, Securities, Credit Risk, Equities, Fixed Income, Bloomberg, Financial Services, Middle Office, Portfolio Management, Credit, Credit Derivatives, FX Options, Investment Banking
Education
University of North Carolina at Greensboro 2004 — 2006
Master, Public Affairs
Berea College 2000 — 2004
B.S, Business Administration, Finance
EY January 2015 - Present
Bank of America August 2013 - December 2013
Wells Fargo Securities October 2011 - May 2013
Standard Chartered Bank September 2010 - October 2011
Credit Suisse February 2007 - September 2010
Skills
Derivatives, Prime Brokerage, Collateral Management, Valuation, Capital Markets, Hedge Funds, Trading, Finance, Securities, Credit Risk, Equities, Fixed Income, Bloomberg, Financial Services, Middle Office, Portfolio Management, Credit, Credit Derivatives, FX Options, Investment Banking
Education
University of North Carolina at Greensboro 2004 — 2006
Master, Public Affairs
Berea College 2000 — 2004
B.S, Business Administration, Finance
Lawrence Gazda's Bank of America Experience March 1999 - May 2004
Job Commercial Banker Development Program Manager, VP
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Santander Bank, N.A. August 2013 - June 2015
Santander Bank, N.A March 2011 - July 2013
State Street Bank June 2007 - December 2010
State Street Bank October 2004 - May 2007
Bank of America March 1999 - May 2004
Skills
Risk Management, Financial Analysis, Portfolio Management, Project Management, Curriculum Design, Training, Credit Underwriting, Underwriting, Counterparty Risk, Financial Risk, Credit, Loans, Banking, Credit Risk, Financial Services, Commercial Banking, Credit Analysis, Fixed Income, Finance
Education
Bentley University 1996 — 2000
BS, Finance
Citizens Bank June 2015 - Present
Santander Bank, N.A. August 2013 - June 2015
Santander Bank, N.A March 2011 - July 2013
State Street Bank June 2007 - December 2010
State Street Bank October 2004 - May 2007
Bank of America March 1999 - May 2004
Skills
Risk Management, Financial Analysis, Portfolio Management, Project Management, Curriculum Design, Training, Credit Underwriting, Underwriting, Counterparty Risk, Financial Risk, Credit, Loans, Banking, Credit Risk, Financial Services, Commercial Banking, Credit Analysis, Fixed Income, Finance
Education
Bentley University 1996 — 2000
BS, Finance
Linda Fiorenzano Carvelli's Bank of America Experience August 2010 - November 2011
Job Personal Wellness Coach ~ Author ~ Change Manager
Industry Professional Training & Coaching
Experience
Self employed - Professional Training & Coaching May 2015 - Present
Silpada Design Jewelry November 2012 - Present
Writes2Survive January 2012 - Present
Hasbro April 2013 - January 2015
Bank of America August 2010 - November 2011
Bank of America May 2004 - August 2010
Fleet Bank 1998 - 2004
Hasbro September 1989 - January 1998
Keane, Inc. September 1987 - September 1989
Skills
PMP, SDLC, Vendor Management, Business Analysis, Integration, Risk Management, Change Management, Risk Mitigation, Software Project..., User Acceptance Testing, Documentation, Project Implementation, Cross-functional Team..., Problem Solving, Mergers, Project Planning, Team Leadership, Budgeting, Team Building, Business Requirements, Requirements Analysis, Risk, Mainframe, COBOL, Resource Management, MS Project, Software Development, Writing Skills, Writing, Creative Writing, Text Editing, Budgets, Software Documentation, Six Sigma, Certified Green Belt, DMAIC, Mentoring, Program Management, Project Management, Mergers & Acquisitions, Leadership, Management, Project Portfolio..., Training
Education
Bryant University 1994 — 1997
Masters, Business Administration
Bentley University 1983 — 1987
Bachelors, Computer Information Systems
The Institute for Life Coach Training
Professional Certified Coach Training Student, Coaching
Cranston West High School
The Write Touch
The Write Touch!
The Write Touch!
Self employed - Professional Training & Coaching May 2015 - Present
Silpada Design Jewelry November 2012 - Present
Writes2Survive January 2012 - Present
Hasbro April 2013 - January 2015
Bank of America August 2010 - November 2011
Bank of America May 2004 - August 2010
Fleet Bank 1998 - 2004
Hasbro September 1989 - January 1998
Keane, Inc. September 1987 - September 1989
Skills
PMP, SDLC, Vendor Management, Business Analysis, Integration, Risk Management, Change Management, Risk Mitigation, Software Project..., User Acceptance Testing, Documentation, Project Implementation, Cross-functional Team..., Problem Solving, Mergers, Project Planning, Team Leadership, Budgeting, Team Building, Business Requirements, Requirements Analysis, Risk, Mainframe, COBOL, Resource Management, MS Project, Software Development, Writing Skills, Writing, Creative Writing, Text Editing, Budgets, Software Documentation, Six Sigma, Certified Green Belt, DMAIC, Mentoring, Program Management, Project Management, Mergers & Acquisitions, Leadership, Management, Project Portfolio..., Training
Education
Bryant University 1994 — 1997
Masters, Business Administration
Bentley University 1983 — 1987
Bachelors, Computer Information Systems
The Institute for Life Coach Training
Professional Certified Coach Training Student, Coaching
Cranston West High School
The Write Touch
The Write Touch!
The Write Touch!
Paul Bernier Paul Bernier's Bank of America Experience June 1990 - November 1993
Job Senior Vice President, Chief Risk Officer at Cape Cod Five
Industry Banking
Experience
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
The Cape Cod Five Cents Savings Bank June 2015 - Present
PeoplesBank April 2009 - May 2015
Fidelity Investments May 2007 - December 2008
Fidelity Investments June 2005 - May 2007
Fidelity Investments November 1995 - June 2005
Bank of New York Mellon November 1993 - November 1995
Bank of America June 1990 - November 1993
Fleet Bank 1990 - 1993
Skills
Risk Management, Process Improvement, Financial Analysis, Internal Controls, Finance, Internal Audit, Management, Leadership, Auditing, Business Process, Financial Risk, Accounting, Analysis, Financial Reporting, Budgets, Banking
Education
Bentley University 1992 — 1996
M.S., Business Administration
Fairfield University 1986 — 1990
B.S., Business Management
Julie Galeota's Bank of America Experience 1997 - 2007
Job Director of Community Investments
Industry Telecommunications
Experience
Comcast Cable 2007 - Present
Comcast 2007 - Present
Bank of America 1997 - 2007
Skills
Event Planning, Strategic Planning, Nonprofits, Program Management, Public Speaking, Community Outreach, Public Relations, Fundraising, Leadership, Management
Education
Bentley College 1988 — 1992
BS, Business Communication
Comcast Cable 2007 - Present
Comcast 2007 - Present
Bank of America 1997 - 2007
Skills
Event Planning, Strategic Planning, Nonprofits, Program Management, Public Speaking, Community Outreach, Public Relations, Fundraising, Leadership, Management
Education
Bentley College 1988 — 1992
BS, Business Communication
Rahmel Hobbs's Bank of America Experience May 2006 - May 2008
Job Sales Guide at Land Rover of Peabody
Industry Automotive
Experience
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Land Rover of Peabody May 2015 - Present
Santander Bank, N.A. August 2011 - September 2014
New York Life January 2009 - August 2011
Merrill Lynch June 2008 - November 2008
Bank of America May 2006 - May 2008
Northern Bank & Trust Company July 2005 - March 2006
Citizens Bank January 2000 - January 2005
Skills
Customer Relations, Sales Management, Solution Selling, Investor Presentations, Financial Planning
Education
Bentley University 1998 — 2002
Bachelor of Science, Accounting Information Systems
Colin Moriarty's Bank of America Experience June 2010 - August 2010
Job Experienced Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP October 2013 - Present
BDO USA, LLP June 2012 - Present
Scott A. Goffstein & Associates, LLP January 2012 - April 2012
Major League Baseball May 2011 - August 2011
Bank of America June 2010 - August 2010
Bentley University September 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, QuickBooks, Outlook, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, Social Media, Peachtree, Morningstar, Research, Facebook, Data Analysis
Education
Queens College 2012 — 2013
Master's of Science (M.S), Accounting
Bentley University 2008 — 2012
Bachelor of Science, Accounting
The University of Manchester 2010 — 2010
Study Abroad Program Fall 2010
BDO USA, LLP October 2013 - Present
BDO USA, LLP June 2012 - Present
Scott A. Goffstein & Associates, LLP January 2012 - April 2012
Major League Baseball May 2011 - August 2011
Bank of America June 2010 - August 2010
Bentley University September 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, QuickBooks, Outlook, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, Social Media, Peachtree, Morningstar, Research, Facebook, Data Analysis
Education
Queens College 2012 — 2013
Master's of Science (M.S), Accounting
Bentley University 2008 — 2012
Bachelor of Science, Accounting
The University of Manchester 2010 — 2010
Study Abroad Program Fall 2010
Jeff Weissman Jeff Weissman's Bank of America Experience July 2004 - December 2004
Job former owner Terrapin Billiard and Bistro
Industry Information Services
Experience
Terrapin Billiard and Bistro April 2005 - March 2014
Bank of America July 2004 - December 2004
Fleet Bank March 2002 - July 2004
Kewill E-Commerce March 2000 - June 2001
MatrixOne January 1998 - February 2000
Viewlogic Systems Inc July 1995 - January 1998
Viewlogic Systems Inc May 1994 - July 1995
Bytex April 1993 - May 1994
Bolt, Beranek, and Newman October 1988 - March 1993
Nashua Corporation May 1985 - October 1988
Skills
Analysis, Financial Reporting, Data Warehousing, Databases, MS-Access, Microsoft Excel, ERP Software, CRM, Finance, Accounting, Account Reconciliation, Software Development, System Administration, Access
Education
Southern New Hampshire University 1987 — 1989
Master of Business Administration (MBA), Marketing, 3.8
Bentley University 1978 — 1982
Bachelor of Science (BS), Accountancy
Terrapin Billiard and Bistro April 2005 - March 2014
Bank of America July 2004 - December 2004
Fleet Bank March 2002 - July 2004
Kewill E-Commerce March 2000 - June 2001
MatrixOne January 1998 - February 2000
Viewlogic Systems Inc July 1995 - January 1998
Viewlogic Systems Inc May 1994 - July 1995
Bytex April 1993 - May 1994
Bolt, Beranek, and Newman October 1988 - March 1993
Nashua Corporation May 1985 - October 1988
Skills
Analysis, Financial Reporting, Data Warehousing, Databases, MS-Access, Microsoft Excel, ERP Software, CRM, Finance, Accounting, Account Reconciliation, Software Development, System Administration, Access
Education
Southern New Hampshire University 1987 — 1989
Master of Business Administration (MBA), Marketing, 3.8
Bentley University 1978 — 1982
Bachelor of Science (BS), Accountancy
Kenneth G. Gorbatov Kenneth G. Gorbatov's Bank of America Experience September 2014 - Present
Job Portfolio Oversight Manager, AVP at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
State Street Bank November 2013 - September 2014
Silver Bridge April 2008 - August 2013
Bank of America May 2006 - April 2008
Bank of America August 2004 - May 2006
Bank of America March 1999 - August 2004
Bank of America May 1997 - March 1999
Skills
Financial Analysis, Regulatory Filings, Communication, Public Speaking, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Advent (APX, Moxy), CAPS, SEI, First Rate, PACE, Bloomberg, Lipper, Indata, Advisor, Portview, Advisor Decide, Westlaw, Lexis Nexis
Education
Massachusetts School of Law 2010 — 2013
Juris Doctor, Contracts, Compliance, Taxation
Bentley University 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Boston University 1990 — 1992
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Moscow State Lenin Pedagogical Institute 1980 — 1984
Bachelor of Arts (B.A.), English and French
Bank of America September 2014 - Present
State Street Bank November 2013 - September 2014
Silver Bridge April 2008 - August 2013
Bank of America May 2006 - April 2008
Bank of America August 2004 - May 2006
Bank of America March 1999 - August 2004
Bank of America May 1997 - March 1999
Skills
Financial Analysis, Regulatory Filings, Communication, Public Speaking, Customer Service, English, Windows, Research, Outlook, Teaching, Strategic Planning, Budgets, Negotiation, Editing, Advent (APX, Moxy), CAPS, SEI, First Rate, PACE, Bloomberg, Lipper, Indata, Advisor, Portview, Advisor Decide, Westlaw, Lexis Nexis
Education
Massachusetts School of Law 2010 — 2013
Juris Doctor, Contracts, Compliance, Taxation
Bentley University 1993 — 1995
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Boston University 1990 — 1992
Master of Education (M.Ed.), Teaching English as a Second or Foreign Language/ESL Language Instructor
Moscow State Lenin Pedagogical Institute 1980 — 1984
Bachelor of Arts (B.A.), English and French
Kristina Rodriguez Kristina Rodriguez's Bank of America Experience December 2004 - Present
Job Tax Preparer,Financial Literacy, NonProfit Management, Writer, Blogger, Advocate for Teen Moms&Foster youth/18+(Alumni)
Industry Financial Services
Experience
Bank of America December 2004 - Present
Foster Care Alumni of America, MA June 2010 - Present
Life Saver Ministies DBA My Father's House November 2013 - September 2015
Charles River Public Internet Center January 2014 - April 2014
Kobren Insight Group November 2003 - December 2004
Jackson Hewitt January 2003 - April 2004
Applications Systems Corp August 1999 - January 2002
Skills
Nonprofits, Fundraising, Public Speaking, Customer Service, Volunteer Management, Microsoft Word, Microsoft Excel, Microsoft Office, Account Reconciliation, Accounts Payable, Event Planning, Accounts Receivable, Dependable Team Player, Investments, Foster Care, Writing, Personal Financial..., Volunteering, Tax Preparation, Financial Transactions, Advocacy, Giving, Social Responsibility, Compassion, Christianity, Money Management, Loan Origination, Reading, Communication, Bible Study, Prayer, Empathy, Faithful, Truth, Perseverance, Strongly self-motivated, Persistence, Survival Skills, Humor, Courage, Christian Ethics, Highly responsible, Eco Friendly, Teen Pregnancy, Organization, 10 Key, Social Media, Financial Literacy
Education
Bunker Hill Community College 2014 — 2017
Finance Option A.S. Candidate September 2014-Present, Finance
IRS Volunteer Income Tax Assistance
Certification, Income Tax, Passed Basic Training
Bentley University 2011 — 2012
Accounting & Finance, A
Jericho Road Project 2013 — 2013
The Leadership Connection, 16 Hour Seminar; 4 Training Modules
INTERACTION INSTITUTE FOR SOCIAL CHANGE 2012 — 2012
Three Day Youth First Initiative/ Y.E.A.H. Network Facilitative Leadership Training
Jackson Hewitt Tax Services 2003 — 2003
Certificate, 12 Week Tax Course
Cambridge Rindge & Latin High School 1992 — 1996
Diploma, College-Prep
Bank of America December 2004 - Present
Foster Care Alumni of America, MA June 2010 - Present
Life Saver Ministies DBA My Father's House November 2013 - September 2015
Charles River Public Internet Center January 2014 - April 2014
Kobren Insight Group November 2003 - December 2004
Jackson Hewitt January 2003 - April 2004
Applications Systems Corp August 1999 - January 2002
Skills
Nonprofits, Fundraising, Public Speaking, Customer Service, Volunteer Management, Microsoft Word, Microsoft Excel, Microsoft Office, Account Reconciliation, Accounts Payable, Event Planning, Accounts Receivable, Dependable Team Player, Investments, Foster Care, Writing, Personal Financial..., Volunteering, Tax Preparation, Financial Transactions, Advocacy, Giving, Social Responsibility, Compassion, Christianity, Money Management, Loan Origination, Reading, Communication, Bible Study, Prayer, Empathy, Faithful, Truth, Perseverance, Strongly self-motivated, Persistence, Survival Skills, Humor, Courage, Christian Ethics, Highly responsible, Eco Friendly, Teen Pregnancy, Organization, 10 Key, Social Media, Financial Literacy
Education
Bunker Hill Community College 2014 — 2017
Finance Option A.S. Candidate September 2014-Present, Finance
IRS Volunteer Income Tax Assistance
Certification, Income Tax, Passed Basic Training
Bentley University 2011 — 2012
Accounting & Finance, A
Jericho Road Project 2013 — 2013
The Leadership Connection, 16 Hour Seminar; 4 Training Modules
INTERACTION INSTITUTE FOR SOCIAL CHANGE 2012 — 2012
Three Day Youth First Initiative/ Y.E.A.H. Network Facilitative Leadership Training
Jackson Hewitt Tax Services 2003 — 2003
Certificate, 12 Week Tax Course
Cambridge Rindge & Latin High School 1992 — 1996
Diploma, College-Prep
Lydia Iantosca's Bank of America Experience January 2010 - October 2012
Job Benefit Specialist Team Leader at Mercer
Industry Financial Services
Experience
Merchant Services Industry December 2013 - July 2014
Heartland Payment Systems May 2013 - November 2013
Bank of America January 2010 - October 2012
Bank of America April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America August 2004 - March 2008
Credit Suisse First Boston 1999 - 2003
Hambrecht & Quist 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Microsoft Excel, Banking, Financial Services, Wealth Management, Investments, Risk Management, Project Management, Credit, Relationship Management, Sales, Portfolio Management, Loans, Mortgage Lending, Finance, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Bentley University 1994 — 1996
BS
Boston Latin Academy 1984 — 1989
HS Diploma
Merchant Services Industry December 2013 - July 2014
Heartland Payment Systems May 2013 - November 2013
Bank of America January 2010 - October 2012
Bank of America April 2009 - December 2009
Bank of America March 2008 - April 2009
Bank of America August 2004 - March 2008
Credit Suisse First Boston 1999 - 2003
Hambrecht & Quist 1996 - 1999
Skills
Strategic Planning, Cross-functional Team..., Microsoft Excel, Banking, Financial Services, Wealth Management, Investments, Risk Management, Project Management, Credit, Relationship Management, Sales, Portfolio Management, Loans, Mortgage Lending, Finance, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2001
MBA
Bentley University 1994 — 1996
BS
Boston Latin Academy 1984 — 1989
HS Diploma
Peter Newman's Bank of America Experience June 2007 - March 2009
Job Senior Software Engineer at Taxware
Industry Financial Services
Experience
Taxware June 2014 - Present
Taxware January 2014 - June 2014
Independent HP NonStop/Tandem Consultant April 2010 - June 2012
Bank of America June 2007 - March 2009
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation January 1995 - February 2007
Harte-Hanks Data Technologies July 1991 - June 1994
State Street Bank & Trust Company November 1989 - November 1990
Fidelity Investments October 1988 - September 1989
Skills
COBOL, SCOBOL, SQL, TACL, Enform, FUP, FTP, SCUP, Pathcom, CICS, Assembler, Unix, JCL, Syncsort, Business Objects, Access, Microsoft Excel, HP NonStop, IBM Mainframe, Brokerage, Stocks, Options, Bonds, Mutual Funds, MIS, Margin, Compliance, KYC, FinCEN, SIS, PHASE3, Class Actions, Direct Mail, Credit Cards, Capital Markets, Foreign Exchange, Problem Solving, Production Support, SDLC, Software Development, AML, Requirements Analysis, Trading Systems, Trading, Visual Basic, Equities, Securities, Banking, Requirements Gathering, Electronic Trading
Education
Harvard University 1990 — 1994
C.S.S., Administration & Management
Boston University 1991 — 1991
Focused Programmer Develpoment Process
Bentley University 1983 — 1987
B.S., Computer Information Systems
Taxware June 2014 - Present
Taxware January 2014 - June 2014
Independent HP NonStop/Tandem Consultant April 2010 - June 2012
Bank of America June 2007 - March 2009
J. P. Morgan Invest, Inc. formerly known as Brown & Company Securities Corporation January 1995 - February 2007
Harte-Hanks Data Technologies July 1991 - June 1994
State Street Bank & Trust Company November 1989 - November 1990
Fidelity Investments October 1988 - September 1989
Skills
COBOL, SCOBOL, SQL, TACL, Enform, FUP, FTP, SCUP, Pathcom, CICS, Assembler, Unix, JCL, Syncsort, Business Objects, Access, Microsoft Excel, HP NonStop, IBM Mainframe, Brokerage, Stocks, Options, Bonds, Mutual Funds, MIS, Margin, Compliance, KYC, FinCEN, SIS, PHASE3, Class Actions, Direct Mail, Credit Cards, Capital Markets, Foreign Exchange, Problem Solving, Production Support, SDLC, Software Development, AML, Requirements Analysis, Trading Systems, Trading, Visual Basic, Equities, Securities, Banking, Requirements Gathering, Electronic Trading
Education
Harvard University 1990 — 1994
C.S.S., Administration & Management
Boston University 1991 — 1991
Focused Programmer Develpoment Process
Bentley University 1983 — 1987
B.S., Computer Information Systems
Philip LeNeveu's Bank of America Experience December 2014 - January 2015
Job FSR Summer Intern at PwC
Industry Capital Markets
Experience
PwC June 2015 - Present
Morgan Stanley Investment Management January 2015 - May 2015
Bentley University September 2014 - May 2015
Bank of America December 2014 - January 2015
AXA Advisors, LLC dba Financial Compass Group September 2014 - January 2015
RGP May 2014 - August 2014
Camp Ponacka June 2009 - August 2014
Point Global SRI January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Determination, Communication, Social Media, Facebook, Time Management, Public Speaking, Research, Teamwork, Event Planning, Spanish, Analysis
Education
Bentley University 2012 — 2016
Finance Major, Economics and Global Studies Minor, Junior
West Morris Mendham High School 2008 — 2012
High School
PwC June 2015 - Present
Morgan Stanley Investment Management January 2015 - May 2015
Bentley University September 2014 - May 2015
Bank of America December 2014 - January 2015
AXA Advisors, LLC dba Financial Compass Group September 2014 - January 2015
RGP May 2014 - August 2014
Camp Ponacka June 2009 - August 2014
Point Global SRI January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Determination, Communication, Social Media, Facebook, Time Management, Public Speaking, Research, Teamwork, Event Planning, Spanish, Analysis
Education
Bentley University 2012 — 2016
Finance Major, Economics and Global Studies Minor, Junior
West Morris Mendham High School 2008 — 2012
High School
Darryl Laforest Darryl Laforest's Bank of America Experience February 2011 - February 2012
Job Brighton House Associates
Industry Investment Management
Experience
Brighton House Associates July 2015 - Present
Backbay BNI October 2014 - July 2015
Liberty Mutual Insurance March 2012 - July 2015
Bank of America February 2011 - February 2012
Enterprise Rent-A-Car August 2010 - February 2011
New England Sports Academy February 2010 - June 2010
Skills
Customer Service, Sales Management, Marketing Strategy, Accounting, Analysis, Leadership Development, Team Oriented, Sales, Marketing, Leadership
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Bentley University 2006 — 2010
Bachelor of Science, Business Management
Brighton House Associates July 2015 - Present
Backbay BNI October 2014 - July 2015
Liberty Mutual Insurance March 2012 - July 2015
Bank of America February 2011 - February 2012
Enterprise Rent-A-Car August 2010 - February 2011
New England Sports Academy February 2010 - June 2010
Skills
Customer Service, Sales Management, Marketing Strategy, Accounting, Analysis, Leadership Development, Team Oriented, Sales, Marketing, Leadership
Education
Southern New Hampshire University 2013 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Bentley University 2006 — 2010
Bachelor of Science, Business Management
Jason Brudnick's Bank of America Experience 2006 - 2007
Job Vice President, Operations Risk Strategies Company
Industry Insurance
Experience
Risk Strategies Company December 2011 - Present
Global Insurance Network February 2007 - December 2011
Bank of America 2006 - 2007
Enterprise Rent-A-Car May 2001 - January 2006
Skills
Property & Casualty..., Licensed Property, Liability, Professional Liability, Underwriting, Insurance, Employment Practices..., Financial Risk, Commercial Insurance, Brokers, Legal Liability, General Insurance, Project Management, Commercial Lines, Casualty, Workers Compensation, Claim, D&O, Health Insurance, Employee Benefits, Risk Management, Casualty Insurance
Education
Bentley University 1997 — 2001
BS, Marketing
Risk Strategies Company December 2011 - Present
Global Insurance Network February 2007 - December 2011
Bank of America 2006 - 2007
Enterprise Rent-A-Car May 2001 - January 2006
Skills
Property & Casualty..., Licensed Property, Liability, Professional Liability, Underwriting, Insurance, Employment Practices..., Financial Risk, Commercial Insurance, Brokers, Legal Liability, General Insurance, Project Management, Commercial Lines, Casualty, Workers Compensation, Claim, D&O, Health Insurance, Employee Benefits, Risk Management, Casualty Insurance
Education
Bentley University 1997 — 2001
BS, Marketing
John Northrop's Bank of America Experience May 2001 - May 2003
Job VP Director of Internal Audit Eaton Vance
Industry Financial Services
Experience
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Joanna Larson's Bank of America Experience June 2012 - Present
Job Finance Manager supporting new consumer credit card accounts at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America July 2007 - June 2012
Education
Bentley University 2003 — 2007
Bank of America June 2012 - Present
Bank of America July 2007 - June 2012
Education
Bentley University 2003 — 2007
Dave Janelle's Bank of America Experience 1998 - 2004
Job Vice President Commercial Lending at People's United Bank
Industry Banking
Experience
People's United Bank May 2013 - Present
TD Bank 2004 - May 2013
Bank of America 1998 - 2004
Skills
Leveraged Finance, Tax, Mergers, LBO, Restructuring, Debt, Mergers & Acquisitions, Commercial Lending, Finance, Underwriting, Banking, Portfolio Management, Credit, Investments, Commercial Banking, Mortgage Lending, Financial Services
Education
Bentley University 1987 — 1991
BS, Economics / Finance
People's United Bank May 2013 - Present
TD Bank 2004 - May 2013
Bank of America 1998 - 2004
Skills
Leveraged Finance, Tax, Mergers, LBO, Restructuring, Debt, Mergers & Acquisitions, Commercial Lending, Finance, Underwriting, Banking, Portfolio Management, Credit, Investments, Commercial Banking, Mortgage Lending, Financial Services
Education
Bentley University 1987 — 1991
BS, Economics / Finance
Lawrence Faccini's Bank of America Experience 2003 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America 2003 - Present
Fleet Bank 1999 - 2003
BankBoston 1990 - 1999
Skills
Liquidity Management, Treasury Management
Education
Bentley University 1986 — 1990
Bank of America 2003 - Present
Fleet Bank 1999 - 2003
BankBoston 1990 - 1999
Skills
Liquidity Management, Treasury Management
Education
Bentley University 1986 — 1990
Galina Rogov's Bank of America Experience December 2007 - June 2008
Job Accountant II at Cambridge Health Alliance
Industry Accounting
Experience
Cambridge Health Alliance January 2014 - Present
Joseph M. Smith Community Health Center October 2011 - January 2014
Beacon Health Strategies June 2008 - October 2011
Bank of America December 2007 - June 2008
Bank of America September 2006 - December 2007
Bank of America September 2005 - September 2007
Skills
Accounts Payable, General Ledger, Account Receivable, Payroll, Journal Entries, Accruals, Microsoft Excel, US GAAP, Cash Flow, Expenses, Microsoft Dynamics SL, ADP Payroll, Paychex, Sage MAS 500, Variance Analysis, Auditing, Invoicing, Financial Statements, Pivot Tables, Cash Receipts, Revenue Recognition, GAAP, Balance Sheet, Account Reconciliation, Fixed Assets, Financial Reporting, Financial Analysis, Internal Controls, Balance, Monthly Close, Accounts Receivable
Education
Bentley University 2006 — 2011
Post Bachelor, Accountancy
University of Economics, Varna, Bulgaria 1993 — 1997
B.A., Marketing
Cambridge Health Alliance January 2014 - Present
Joseph M. Smith Community Health Center October 2011 - January 2014
Beacon Health Strategies June 2008 - October 2011
Bank of America December 2007 - June 2008
Bank of America September 2006 - December 2007
Bank of America September 2005 - September 2007
Skills
Accounts Payable, General Ledger, Account Receivable, Payroll, Journal Entries, Accruals, Microsoft Excel, US GAAP, Cash Flow, Expenses, Microsoft Dynamics SL, ADP Payroll, Paychex, Sage MAS 500, Variance Analysis, Auditing, Invoicing, Financial Statements, Pivot Tables, Cash Receipts, Revenue Recognition, GAAP, Balance Sheet, Account Reconciliation, Fixed Assets, Financial Reporting, Financial Analysis, Internal Controls, Balance, Monthly Close, Accounts Receivable
Education
Bentley University 2006 — 2011
Post Bachelor, Accountancy
University of Economics, Varna, Bulgaria 1993 — 1997
B.A., Marketing
Lisa Forsberg's Bank of America Experience July 2005 - Present
Job VP; TAIII at Bank of America
Industry Accounting
Experience
Bank of America July 2005 - Present
KPMG September 2001 - June 2005
Skills
Income Tax, High Net Worth..., Tax Preparation, Tax
Education
Bentley University 2006 — 2009
MST, Taxation
Bryant University 2001 — 2004
MBA, Accounting
Providence College 1997 — 2001
Bank of America July 2005 - Present
KPMG September 2001 - June 2005
Skills
Income Tax, High Net Worth..., Tax Preparation, Tax
Education
Bentley University 2006 — 2009
MST, Taxation
Bryant University 2001 — 2004
MBA, Accounting
Providence College 1997 — 2001
Derek Dubois's Bank of America Experience May 2000 - April 2006
Job Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial January 2013 - Present
NewStar Financial April 2006 - Present
Bank of America May 2000 - April 2006
Fleet Boston Financial 2001 - 2003
Skills
Financial Modeling, Risk Management, Asset Management, Forecasting, Financial Risk, Strategy, Securitization, Management, Funding, Valuation, Asset Allocation, Portfolio Management, Capital Markets, Financial Analysis, Asset Based Lending, Corporate Finance, Bloomberg, Private Equity, Due Diligence, Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
Bentley University 1997 — 2001
Bachelors of Science, Finance
Saint Lawrence University 1997 — 1998
NewStar Financial January 2013 - Present
NewStar Financial April 2006 - Present
Bank of America May 2000 - April 2006
Fleet Boston Financial 2001 - 2003
Skills
Financial Modeling, Risk Management, Asset Management, Forecasting, Financial Risk, Strategy, Securitization, Management, Funding, Valuation, Asset Allocation, Portfolio Management, Capital Markets, Financial Analysis, Asset Based Lending, Corporate Finance, Bloomberg, Private Equity, Due Diligence, Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
Bentley University 1997 — 2001
Bachelors of Science, Finance
Saint Lawrence University 1997 — 1998
Dave McSweeney's Bank of America Experience March 2008 - Present
Job VP at Bank of America
Industry Banking
Experience
Bank of America March 2008 - Present
State Street Corporation March 2006 - October 2007
Deutsche Asset Management February 2003 - March 2006
John Hancock Funds 1997 - 2003
Education
Utica College 2008 — 2010
Certificate, Financial Crimes Investigations
Bentley University 1984 — 1988
BS, Business Economics
Bank of America March 2008 - Present
State Street Corporation March 2006 - October 2007
Deutsche Asset Management February 2003 - March 2006
John Hancock Funds 1997 - 2003
Education
Utica College 2008 — 2010
Certificate, Financial Crimes Investigations
Bentley University 1984 — 1988
BS, Business Economics
Jennifer Geckler's Bank of America Experience December 2006 - December 2007
Job Senior Project Manager
Industry Insurance
Experience
UnitedHealthcare August 2013 - Present
UnitedHealthcare August 2012 - Present
UnitedHealthcare December 2010 - August 2012
UnitedHealthcare September 2009 - December 2010
United Healthcare November 2007 - September 2009
Bank of America December 2006 - December 2007
Skills
Project Management, Close Attention to..., Business Writing, Communication Skills, Six Sigma, Certified Green Belt, Project Planning, Project Coordination, Program Implementation, Process Improvement, Lean Tools, Writing, Maximizer, Process Focused, Logical Thinker, Activator, StrengthsFinder, Freelance Writing, Interpersonal Savvy, Problem Solving, Highly effective, Exceptionally Organized, Business Process..., Program Management
Education
Bentley University 2002 — 2006
UnitedHealthcare August 2013 - Present
UnitedHealthcare August 2012 - Present
UnitedHealthcare December 2010 - August 2012
UnitedHealthcare September 2009 - December 2010
United Healthcare November 2007 - September 2009
Bank of America December 2006 - December 2007
Skills
Project Management, Close Attention to..., Business Writing, Communication Skills, Six Sigma, Certified Green Belt, Project Planning, Project Coordination, Program Implementation, Process Improvement, Lean Tools, Writing, Maximizer, Process Focused, Logical Thinker, Activator, StrengthsFinder, Freelance Writing, Interpersonal Savvy, Problem Solving, Highly effective, Exceptionally Organized, Business Process..., Program Management
Education
Bentley University 2002 — 2006
Puneet Chandhok's Bank of America Experience 1999 - 2004
Job Managing Director at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo February 2014 - Present
Wells Fargo Securities 2011 - Present
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - Present
Credit Suisse September 2007 - February 2009
Banc of America Securities 2004 - 2007
Bank of America Merrill Lynch 2004 - 2007
Bank of America 1999 - 2004
Education
Bentley University 1995 — 1999
Amierican International School of Kuwait 1993 — 1995
Wells Fargo February 2014 - Present
Wells Fargo Securities 2011 - Present
Wells Fargo 2010 - Present
Wachovia, A Wells Fargo Company December 2009 - Present
Credit Suisse September 2007 - February 2009
Banc of America Securities 2004 - 2007
Bank of America Merrill Lynch 2004 - 2007
Bank of America 1999 - 2004
Education
Bentley University 1995 — 1999
Amierican International School of Kuwait 1993 — 1995
Lily Maheu's Bank of America Experience SVP, Sr Quality & Change Delivery ConsultantBank of AmericaJanuary 2010 - April 2012
Job SVP, Product Manager at Bank of America
Industry Financial Services
Experience
Bank of America SVP, Sr Quality & Change Delivery ConsultantBank of AmericaJanuary 2010 - April 2012
Bank of America November 2000 - December 2009
Skills
Six Sigma, Process Improvement, Change Management, Cross-functional Team..., Business Process..., Leadership, Business Process, Business Analysis, Banking, Risk Management
Education
Bentley University 2000 — 2005
MBA, Chage Management
Bank of America SVP, Sr Quality & Change Delivery ConsultantBank of AmericaJanuary 2010 - April 2012
Bank of America November 2000 - December 2009
Skills
Six Sigma, Process Improvement, Change Management, Cross-functional Team..., Business Process..., Leadership, Business Process, Business Analysis, Banking, Risk Management
Education
Bentley University 2000 — 2005
MBA, Chage Management
Pamela Lorusso's Bank of America Experience December 2013 - Present
Job AVP, Intermediate Financial Analyst Mgt Accounting
Industry Accounting
Experience
Bank of America December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2010 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - June 2011
U.S. Trust, Bank of America Private Wealth Ma December 2007 - June 2009
Bank of America June 2005 - November 2007
Bank of America March 2004 - May 2005
Skills
Management, Banking, Financial Analysis, Wealth Management, Portfolio Management, Financial Services, Finance, Investments, Credit, Series 7, Asset Management, Relationship Management, Mortgage Lending, Equities, Retail Banking, Private Banking, Investment Strategies, Wealth Management..., Cash Management, Risk Management, Data Analysis, Securities, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting
Education
Bentley University 2010 — 2013
Master of Science (M.S.), Accountancy
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, Primary Major Economics, Secondary Major English, Minor Spanish
Bank of America December 2013 - Present
U.S. Trust, Bank of America Private Wealth Management June 2010 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - June 2011
U.S. Trust, Bank of America Private Wealth Ma December 2007 - June 2009
Bank of America June 2005 - November 2007
Bank of America March 2004 - May 2005
Skills
Management, Banking, Financial Analysis, Wealth Management, Portfolio Management, Financial Services, Finance, Investments, Credit, Series 7, Asset Management, Relationship Management, Mortgage Lending, Equities, Retail Banking, Private Banking, Investment Strategies, Wealth Management..., Cash Management, Risk Management, Data Analysis, Securities, Financial Modeling, Financial Reporting, Microsoft Excel, Accounting
Education
Bentley University 2010 — 2013
Master of Science (M.S.), Accountancy
University of Massachusetts, Amherst 1999 — 2004
Bachelor of Arts, Primary Major Economics, Secondary Major English, Minor Spanish
Vicki Shield's Bank of America Experience 1997 - 2003
Job Sr.Sarbanes Oxley Analyst at Johnson & Johnson
Industry Accounting
Experience
Johnson & Johnson March 2007 - Present
DuPuy - Johnson & Johnson 2007 - Present
Bank of America 1997 - 2003
Fleet Bank - Rhode Island 1991 - 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing
Education
Bentley University 1986 — 1990
Accounting
Johnson & Johnson March 2007 - Present
DuPuy - Johnson & Johnson 2007 - Present
Bank of America 1997 - 2003
Fleet Bank - Rhode Island 1991 - 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Auditing
Education
Bentley University 1986 — 1990
Accounting
David Penza's Bank of America Experience 2004 - 2007
Job Fixed Income Trader at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2009 - Present
Banc of America Securities September 2008 - June 2009
Bank of America 2004 - 2007
Education
Bentley University 1997 — 2001
MB
LPL Financial June 2009 - Present
Banc of America Securities September 2008 - June 2009
Bank of America 2004 - 2007
Education
Bentley University 1997 — 2001
MB
David Grieb's Bank of America Experience August 2010 - Present
Job Senior Vice President/Sales Performance & Support Executive at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
Bank of America February 2000 - August 2010
Fleet Bank August 1995 - February 2000
BayBank/Bank of Boston August 1981 - February 1995
Skills
Commercial Banking, Credit, Commercial Lending, Portfolio Management, Financial Services, Treasury Management, Credit Analysis, Retail Banking, Risk Management, Cross-functional Team..., Operational Excellence, Strategic Leadership, Strategic Planning, Organizational..., Talent Management, Sales Management, Performance Metrics, Banking, Financial Analysis, Loans, Management, Relationship Management, Small Business Lending
Education
Bentley University 1980 — 1984
Management/Finance
Norwich University
Bank of America August 2010 - Present
Bank of America February 2000 - August 2010
Fleet Bank August 1995 - February 2000
BayBank/Bank of Boston August 1981 - February 1995
Skills
Commercial Banking, Credit, Commercial Lending, Portfolio Management, Financial Services, Treasury Management, Credit Analysis, Retail Banking, Risk Management, Cross-functional Team..., Operational Excellence, Strategic Leadership, Strategic Planning, Organizational..., Talent Management, Sales Management, Performance Metrics, Banking, Financial Analysis, Loans, Management, Relationship Management, Small Business Lending
Education
Bentley University 1980 — 1984
Management/Finance
Norwich University
Claudia Melzig's Bank of America Experience July 2002 - June 2007
Job HR Director at Young's Market Company
Industry Information Technology and Services
Experience
Young's Market Company February 2015 - Present
Microsoft May 2011 - October 2014
Microsoft July 2007 - May 2011
Bank of America July 2002 - June 2007
Fleet Boston Financial August 2001 - July 2002
Bank Boston Argentina February 1998 - July 2001
Deutsche Bank Argentina April 1996 - January 1998
Skills
Performance Management, Change Management, Employee Relations, Talent Acquisition
Education
University of Buenos Aires 1996 — 2001
Bachelor, Business Administration
Bentley University
HR Management Certificate, Human Resources Management/Personnel Administration, General
Young's Market Company February 2015 - Present
Microsoft May 2011 - October 2014
Microsoft July 2007 - May 2011
Bank of America July 2002 - June 2007
Fleet Boston Financial August 2001 - July 2002
Bank Boston Argentina February 1998 - July 2001
Deutsche Bank Argentina April 1996 - January 1998
Skills
Performance Management, Change Management, Employee Relations, Talent Acquisition
Education
University of Buenos Aires 1996 — 2001
Bachelor, Business Administration
Bentley University
HR Management Certificate, Human Resources Management/Personnel Administration, General
Noah Gunn's Bank of America Experience August 2012 - September 2013
Job Investor Relations Manager at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC September 2013 - Present
Bank of America August 2012 - September 2013
Deutsche Bank April 2009 - August 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young January 2005 - August 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Mutual Funds, Bloomberg, Equities, Equity Research, Capital Markets, Hedge Funds, Investor Relations
Education
University of Virginia 2005 — 2006
MS, Accounting
Bentley University 2001 — 2005
BS, Finance
Apollo Global Management LLC September 2013 - Present
Bank of America August 2012 - September 2013
Deutsche Bank April 2009 - August 2012
UBS Investment Bank August 2007 - April 2009
Ernst & Young January 2005 - August 2007
Skills
Valuation, Financial Modeling, Financial Analysis, Financial Reporting, Mutual Funds, Bloomberg, Equities, Equity Research, Capital Markets, Hedge Funds, Investor Relations
Education
University of Virginia 2005 — 2006
MS, Accounting
Bentley University 2001 — 2005
BS, Finance
Nikki Fournarakis's Bank of America Experience November 2005 - Present
Job AVP;CNSLT Systems Engineering at Bank of America
Industry Banking
Experience
Bank of America November 2005 - Present
Education
Bentley University 1983 — 1986
Bank of America November 2005 - Present
Education
Bentley University 1983 — 1986
Liz Spada's Bank of America Experience October 2003 - August 2007
Job Managing Consultant at DolmatConnell & Partners
Industry Human Resources
Experience
DolmatConnell & Partners August 2007 - Present
Bank of America October 2003 - August 2007
CMGI May 2000 - April 2003
Lotus Development July 1992 - May 2000
Wang 1988 - 1992
Education
Bentley University 1984 — 1988
DolmatConnell & Partners August 2007 - Present
Bank of America October 2003 - August 2007
CMGI May 2000 - April 2003
Lotus Development July 1992 - May 2000
Wang 1988 - 1992
Education
Bentley University 1984 — 1988
Jill Wilder's Bank of America Experience September 2004 - June 2006
Job
Industry Banking
Experience
Bank of America September 2004 - June 2006
Bank of America July 2003 - September 2004
Bank of America June 2002 - July 2003
Education
Bentley University 1998 — 2002
BS, Marketing
Bank of America September 2004 - June 2006
Bank of America July 2003 - September 2004
Bank of America June 2002 - July 2003
Education
Bentley University 1998 — 2002
BS, Marketing
Lancy Kim's Bank of America Experience 2001 - 2002
Job Vice President, Commerical Real EstateLoan Administration Manager
Industry Banking
Experience
U.S. Bancorp Community Development Corporation July 2015 - Present
US Bank January 2005 - Present
Goldman Sachs & Co 2002 - 2004
Bank of America 2001 - 2002
Continental Wingate Associates Inc. 2001 - 2001
Fleet National Bank 2000 - 2001
Fleet National Bank 1997 - 2000
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Financial Analysis, Credit, Underwriting, Credit Analysis, Small Business Lending, Commercial Real Estate, Lines Of Credit, Commercial Mortgages, Due Diligence, Finance, Loan Origination, Real Estate, Management, Portfolio Management, Mortgage Lending, Risk Management
Education
Bentley College
Bachelor of Science (B.S.), Business Administration
Stevens Institute of Technology
U.S. Bancorp Community Development Corporation July 2015 - Present
US Bank January 2005 - Present
Goldman Sachs & Co 2002 - 2004
Bank of America 2001 - 2002
Continental Wingate Associates Inc. 2001 - 2001
Fleet National Bank 2000 - 2001
Fleet National Bank 1997 - 2000
Skills
Commercial Banking, Loans, Commercial Lending, Banking, Financial Analysis, Credit, Underwriting, Credit Analysis, Small Business Lending, Commercial Real Estate, Lines Of Credit, Commercial Mortgages, Due Diligence, Finance, Loan Origination, Real Estate, Management, Portfolio Management, Mortgage Lending, Risk Management
Education
Bentley College
Bachelor of Science (B.S.), Business Administration
Stevens Institute of Technology
Mauricio Duran's Bank of America Experience April 2006 - April 2009
Job Relationship Manager at TD Bank
Industry Real Estate
Experience
TD Bank April 2009 - Present
Bank of America April 2006 - April 2009
LaSalle Bank 2006 - 2007
Eurohypo AG September 2003 - April 2006
eurohypo 2003 - 2006
Skills
Credit, Loans, Portfolio Management, Underwriting, Finance, Restructuring, Strategic Planning, Real Estate Economics, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Capital Markets, Asset Managment, Due Diligence
Education
Boston University - School of Management 2006 — 2010
MBA, Finance and Entrepreneurship
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
TD Bank April 2009 - Present
Bank of America April 2006 - April 2009
LaSalle Bank 2006 - 2007
Eurohypo AG September 2003 - April 2006
eurohypo 2003 - 2006
Skills
Credit, Loans, Portfolio Management, Underwriting, Finance, Restructuring, Strategic Planning, Real Estate Economics, Financial Analysis, Valuation, Credit Analysis, Financial Modeling, Capital Markets, Asset Managment, Due Diligence
Education
Boston University - School of Management 2006 — 2010
MBA, Finance and Entrepreneurship
Bentley University 1998 — 2002
Bachelor of Science (B.S.), Finance, General
Leigh Calidonna's Bank of America Experience June 2005 - August 2008
Job Customer Service call center at Watertown Savings
Industry Consumer Services
Experience
Watertown Savings August 2008 - Present
Bank of America June 2005 - August 2008
Yolanda's 1996 - 2005
Education
Bentley University 1996 — 2000
Bachelor's degree, Marketing
waltham senior high 1990 — 1994
Watertown Savings August 2008 - Present
Bank of America June 2005 - August 2008
Yolanda's 1996 - 2005
Education
Bentley University 1996 — 2000
Bachelor's degree, Marketing
waltham senior high 1990 — 1994
Stephanie (Rodgers) Chisolm's Bank of America Experience January 1990 - November 1996
Job Vice President, Learning & Development Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo July 2009 - August 2014
Wachovia December 2003 - June 2009
WBTV-TV July 2002 - November 2003
Accenture April 1998 - September 2000
Osprey November 1996 - April 1998
Bank of America January 1990 - November 1996
Skills
Leadership Development, Training, Leadership, Coaching, Human Resources, Project Management, Staff Development, Marketing, Budgets, Time Management, Customer Service, Business Process, Performance Management, Needs Analysis, Performance Consulting, Technology Needs..., Workshop Facilitation, Program Management, Strategy, Instructional Design, Organizational..., Strategic Planning, Interviews, Curriculum Development
Education
Northwestern University 2000 — 2001
M.S., Journalism with a Concentration in Broadcast
Berea College 1986 — 1989
B.A., English
Forest Park High School
Wells Fargo August 2014 - Present
Wells Fargo July 2009 - August 2014
Wachovia December 2003 - June 2009
WBTV-TV July 2002 - November 2003
Accenture April 1998 - September 2000
Osprey November 1996 - April 1998
Bank of America January 1990 - November 1996
Skills
Leadership Development, Training, Leadership, Coaching, Human Resources, Project Management, Staff Development, Marketing, Budgets, Time Management, Customer Service, Business Process, Performance Management, Needs Analysis, Performance Consulting, Technology Needs..., Workshop Facilitation, Program Management, Strategy, Instructional Design, Organizational..., Strategic Planning, Interviews, Curriculum Development
Education
Northwestern University 2000 — 2001
M.S., Journalism with a Concentration in Broadcast
Berea College 1986 — 1989
B.A., English
Forest Park High School
Elizabeth Giunta's Bank of America Experience June 2011 - Present
Job at
Industry Banking
Experience
Stay at home mom October 2013 - Present
Bank of America June 2011 - Present
Health Dialog June 2010 - May 2011
Nardella & Taylor January 2009 - July 2009
Hearts On Fire April 2005 - January 2009
The RISConsulting Group 2004 - 2005
Education
Suffolk University
MBA
Bentley University 2000 — 2004
Corporate Finance and Accounting
Stay at home mom October 2013 - Present
Bank of America June 2011 - Present
Health Dialog June 2010 - May 2011
Nardella & Taylor January 2009 - July 2009
Hearts On Fire April 2005 - January 2009
The RISConsulting Group 2004 - 2005
Education
Suffolk University
MBA
Bentley University 2000 — 2004
Corporate Finance and Accounting
Lisa Pothier's Bank of America Experience 1989 - 1994
Job None
Industry Computer Software
Experience
Tufts Health Plan October 2001 - August 2003
IONA Technologies January 1999 - September 2001
Sybase Technologies 1994 - 1998
Bank of America 1989 - 1994
Education
Bentley University 1985 — 1989
Finance
Tufts Health Plan October 2001 - August 2003
IONA Technologies January 1999 - September 2001
Sybase Technologies 1994 - 1998
Bank of America 1989 - 1994
Education
Bentley University 1985 — 1989
Finance
Rosemarie A Finn's Bank of America Experience June 2004 - October 2012
Job Underwriter at Bay Colony Development Corp
Industry Banking
Experience
Bay Colony Development Corp October 2012 - Present
Bank of America June 2004 - October 2012
Fleet Boston Financial 1998 - 2004
Skills
Credit, Loans, Risk Management, Negotiation, Asset Based Lending, Commercial Mortgages, Capital Markets, Investments, Financial Analysis, Asset Management, Finance, Valuation, Real Estate Financing, Mortgage Banking, Commercial Real Estate, Consumer Lending, Process Improvement
Education
Bentley University 1984 — 1998
B.S., Finance
Campbell University 1990 — 1993
MBA, Business
Bay Colony Development Corp October 2012 - Present
Bank of America June 2004 - October 2012
Fleet Boston Financial 1998 - 2004
Skills
Credit, Loans, Risk Management, Negotiation, Asset Based Lending, Commercial Mortgages, Capital Markets, Investments, Financial Analysis, Asset Management, Finance, Valuation, Real Estate Financing, Mortgage Banking, Commercial Real Estate, Consumer Lending, Process Improvement
Education
Bentley University 1984 — 1998
B.S., Finance
Campbell University 1990 — 1993
MBA, Business
Jason Schweiger's Bank of America Experience October 2007 - April 2012
Job VP, Branch Manager at Rockland Trust
Industry Banking
Experience
Newton Community Pride April 2015 - Present
Rockland Trust January 2015 - Present
Citi April 2012 - January 2015
Bank of America October 2007 - April 2012
Enterprise Rent-A-Car May 2002 - October 2007
Education
Bentley College 1998 — 2002
Bachelor's degree, Marketing
Newton Community Pride April 2015 - Present
Rockland Trust January 2015 - Present
Citi April 2012 - January 2015
Bank of America October 2007 - April 2012
Enterprise Rent-A-Car May 2002 - October 2007
Education
Bentley College 1998 — 2002
Bachelor's degree, Marketing
Mike Trainor, CFP®'s Bank of America Experience August 2008 - March 2009
Job Wealth Manager at USAA
Industry Investment Management
Experience
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
USAA May 2011 - Present
Charles Schwab April 2009 - July 2011
Bank of America August 2008 - March 2009
Fidelity Investments May 2006 - July 2008
TD Ameritrade October 1995 - April 2006
Education
Bentley University 1991 — 1995
Bachelors, Finance
Kerriann Buckley's Bank of America Experience August 2009 - Present
Job Consumer Market Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2009 - Present
Bank of America September 2006 - March 2009
Bank of America May 2004 - September 2006
Bank of America November 2003 - May 2004
Northwestern Mutual November 2002 - November 2003
Skills
Leadership, Banking, Credit, Finance, Cross Selling, Financial Services, Investments, Loan Origination, Loans, Mortgage Lending, Relationship Management, Retail Banking, Sales, Wealth Management
Education
Bentley University
B.S., Finance, MIS
Dedham High
Bank of America August 2009 - Present
Bank of America September 2006 - March 2009
Bank of America May 2004 - September 2006
Bank of America November 2003 - May 2004
Northwestern Mutual November 2002 - November 2003
Skills
Leadership, Banking, Credit, Finance, Cross Selling, Financial Services, Investments, Loan Origination, Loans, Mortgage Lending, Relationship Management, Retail Banking, Sales, Wealth Management
Education
Bentley University
B.S., Finance, MIS
Dedham High
Helen McHarris, CFE, CAMS's Bank of America Experience May 2012 - July 2013
Job Operational Risk Consultant at Wells Fargo
Industry Banking
Experience
Bank of America May 2012 - July 2013
Ally Financial Inc. December 2009 - June 2012
Bank of America July 2009 - December 2009
US Bank May 2008 - February 2009
Wells Fargo 1996 - 2008
Skills
Risk Management, Banking, Credit, Enterprise Risk..., Internal Controls, Vendor Management, Financial Risk, Credit Risk, Fraud, Management, Corporate Governance, Operational Risk, Internal Audit, Certified Fraud Examiner, Strategy, Analysis, Project Management, Auditing, Risk Assessment, Business Process, Basel II, SDLC, Quality Assurance, Portfolio Management, Leadership
Education
Bentley University 1987 — 1991
BS, Finance
Bank of America May 2012 - July 2013
Ally Financial Inc. December 2009 - June 2012
Bank of America July 2009 - December 2009
US Bank May 2008 - February 2009
Wells Fargo 1996 - 2008
Skills
Risk Management, Banking, Credit, Enterprise Risk..., Internal Controls, Vendor Management, Financial Risk, Credit Risk, Fraud, Management, Corporate Governance, Operational Risk, Internal Audit, Certified Fraud Examiner, Strategy, Analysis, Project Management, Auditing, Risk Assessment, Business Process, Basel II, SDLC, Quality Assurance, Portfolio Management, Leadership
Education
Bentley University 1987 — 1991
BS, Finance
Elizabeth Blodgett - Smith's Bank of America Experience January 1992 - 1996
Job President at BlodgettSmith Group
Industry Real Estate
Experience
BlodgettSmith Group 2015 - Present
Wise Living Management, LLC 2012 - Present
Access Shuniya 2009 - Present
Keep On 2008 - Present
BNY Mellon August 2002 - 2007
Mellon Financial 1998 - 2002
Bank of America January 1992 - 1996
The Boston Company 1985 - 1991
Skills
Mergers & Acquisitions, Marketing, Project Management, Sales, Strategic Planning, Marketing Strategy, Leadership, Social Media, Social Media Marketing, Contract Negotiation, Strategy, Product Development, Communications, Fundraising, Real Property, Entrepreneurship
Education
Bentley University
Elmira College
Pingree
Proctor Academy
BlodgettSmith Group 2015 - Present
Wise Living Management, LLC 2012 - Present
Access Shuniya 2009 - Present
Keep On 2008 - Present
BNY Mellon August 2002 - 2007
Mellon Financial 1998 - 2002
Bank of America January 1992 - 1996
The Boston Company 1985 - 1991
Skills
Mergers & Acquisitions, Marketing, Project Management, Sales, Strategic Planning, Marketing Strategy, Leadership, Social Media, Social Media Marketing, Contract Negotiation, Strategy, Product Development, Communications, Fundraising, Real Property, Entrepreneurship
Education
Bentley University
Elmira College
Pingree
Proctor Academy
John Krammes's Bank of America Experience January 2005 - August 2005
Job Engagement Director at Isobar
Industry Internet
Experience
Isobar July 2014 - Present
Isobar March 2010 - June 2014
Dorel Juvenile Group May 2008 - March 2010
TOMY International September 2005 - April 2008
Bank of America January 2005 - August 2005
Bank of America September 2004 - December 2004
Fleet Bank December 2003 - August 2004
Fleet Bank April 2003 - November 2003
Fleet Bank October 2001 - March 2003
Virtual Ink May 2000 - August 2000
Skills
Program Management, Project Management, Portfolio Management, Design for Manufacturing, Operations Management, Management Consulting, Strategic Consulting, Consumer Products, Juvenile Products, Business Strategy, Digital Strategy, Creative Strategy, Product Development, Product Launch, New Product Development, Financial Services, Design Management, Service Delivery, Team Leadership, Agile & Waterfall..., Management, Manufacturing, Cross-functional Team..., Strategy, Account Management, E-commerce, Leadership, CRM, Product Management, Six Sigma, Product Design, User Experience
Education
Bentley University 2007 — 2010
MBA, General Management
Project Management Institute (PMI) 2007 — 2007
CAPM, Certified Associate in Project Management
Wentworth Institute of Technology 1997 — 2001
BS, Computer Science
Isobar July 2014 - Present
Isobar March 2010 - June 2014
Dorel Juvenile Group May 2008 - March 2010
TOMY International September 2005 - April 2008
Bank of America January 2005 - August 2005
Bank of America September 2004 - December 2004
Fleet Bank December 2003 - August 2004
Fleet Bank April 2003 - November 2003
Fleet Bank October 2001 - March 2003
Virtual Ink May 2000 - August 2000
Skills
Program Management, Project Management, Portfolio Management, Design for Manufacturing, Operations Management, Management Consulting, Strategic Consulting, Consumer Products, Juvenile Products, Business Strategy, Digital Strategy, Creative Strategy, Product Development, Product Launch, New Product Development, Financial Services, Design Management, Service Delivery, Team Leadership, Agile & Waterfall..., Management, Manufacturing, Cross-functional Team..., Strategy, Account Management, E-commerce, Leadership, CRM, Product Management, Six Sigma, Product Design, User Experience
Education
Bentley University 2007 — 2010
MBA, General Management
Project Management Institute (PMI) 2007 — 2007
CAPM, Certified Associate in Project Management
Wentworth Institute of Technology 1997 — 2001
BS, Computer Science
Mark LaVangie's Bank of America Experience 2005 - 2008
Job IRA and Retirement Plan Professional Wealth Management
Industry Financial Services
Experience
Citizens Financial Group March 2010 - November 2010
Ed Slott & Co. September 2009 - March 2010
U.S. Trust, Bank of America Private Wealth Management 2008 - 2009
Bank of America 2005 - 2008
Bank of Boston / Fleet / Bank of America 1996 - 2005
Bank of Boston (The Private Bank) 1991 - 1996
State Street Bank & Trust Co. 1982 - 1991
Education
Boston University 2007 — 2009
Online Certified Financial Planner Program
Bentley University 1985 — 1987
Certificate, Pension Law and Administration
University of Massachusetts Boston 1978 — 1982
BS, Management
Citizens Financial Group March 2010 - November 2010
Ed Slott & Co. September 2009 - March 2010
U.S. Trust, Bank of America Private Wealth Management 2008 - 2009
Bank of America 2005 - 2008
Bank of Boston / Fleet / Bank of America 1996 - 2005
Bank of Boston (The Private Bank) 1991 - 1996
State Street Bank & Trust Co. 1982 - 1991
Education
Boston University 2007 — 2009
Online Certified Financial Planner Program
Bentley University 1985 — 1987
Certificate, Pension Law and Administration
University of Massachusetts Boston 1978 — 1982
BS, Management
Stephen Medeiros's Bank of America Experience December 2002 - November 2005
Job Manager Business Analysis and Forecasting at EMD Serono, Inc.
Industry Pharmaceuticals
Experience
EMD Serono, Inc. July 2014 - Present
EMD Serono, Inc. April 2013 - June 2014
The Switch July 2012 - April 2013
Thomson Reuters December 2005 - July 2012
Bank of America December 2002 - November 2005
Fleet Bank December 2000 - December 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Strategic Financial..., Finance, Accounting, Process Improvement, Analysis, Corporate Finance, Sarbanes-Oxley Act, Managerial Finance, SAP, Strategic Planning, Hyperion Enterprise, Due Diligence, Mergers & Acquisitions, Management, Essbase
Education
Boston University 2001 — 2006
Master's, Finance
Bentley University 1995 — 1999
Bachelor, Finance
EMD Serono, Inc. July 2014 - Present
EMD Serono, Inc. April 2013 - June 2014
The Switch July 2012 - April 2013
Thomson Reuters December 2005 - July 2012
Bank of America December 2002 - November 2005
Fleet Bank December 2000 - December 2002
Skills
Financial Modeling, Financial Analysis, Forecasting, Financial Reporting, Strategic Financial..., Finance, Accounting, Process Improvement, Analysis, Corporate Finance, Sarbanes-Oxley Act, Managerial Finance, SAP, Strategic Planning, Hyperion Enterprise, Due Diligence, Mergers & Acquisitions, Management, Essbase
Education
Boston University 2001 — 2006
Master's, Finance
Bentley University 1995 — 1999
Bachelor, Finance
Kristen Cavallaro's Bank of America Experience August 1992 - April 2012
Job Sr. Database Administrator at CSC General Dynamics
Industry Banking
Experience
CSC - General Dynamics November 2012 - Present
Bank of America August 1992 - April 2012
The DATA Group 1990 - 1992
Skills
Databases, Disaster Recovery, Requirements Analysis, SDLC, Oracle, Systems Analysis, Visio, Program Management, Unix, Business Analysis, SQL, Data Warehousing, Enterprise Architecture
Education
Bentley University
Bachelor's degree, Information Technology
Bentley University
Master of Business Administration (MBA), Computer Information Systems
CSC - General Dynamics November 2012 - Present
Bank of America August 1992 - April 2012
The DATA Group 1990 - 1992
Skills
Databases, Disaster Recovery, Requirements Analysis, SDLC, Oracle, Systems Analysis, Visio, Program Management, Unix, Business Analysis, SQL, Data Warehousing, Enterprise Architecture
Education
Bentley University
Bachelor's degree, Information Technology
Bentley University
Master of Business Administration (MBA), Computer Information Systems
Donna C. Mohr Kinney's Bank of America Experience January 2013 - Present
Job Vice President Senior Trust Officer U.S. Trust, Bank of America Private Wealth Management
Industry Banking
Experience
Bank of America January 2013 - Present
U.S. Bank December 1999 - January 2013
Globe University October 2011 - December 2011
Skills
Wealth Management, Banking, Public Speaking, Commercial Lending, Portfolio Management, Private Banking, Trusts, Estate Planning, Asset Allocation, High Net Worth..., Investments, Retirement Planning, Series 7
Education
Wlliam Mitchell College of Law 1987 — 1991
J.D.
Bentley College 1976 — 1976
Paralegal Certificate
University of Iowa
B.A., English
Bank of America January 2013 - Present
U.S. Bank December 1999 - January 2013
Globe University October 2011 - December 2011
Skills
Wealth Management, Banking, Public Speaking, Commercial Lending, Portfolio Management, Private Banking, Trusts, Estate Planning, Asset Allocation, High Net Worth..., Investments, Retirement Planning, Series 7
Education
Wlliam Mitchell College of Law 1987 — 1991
J.D.
Bentley College 1976 — 1976
Paralegal Certificate
University of Iowa
B.A., English
Jodi Or's Bank of America Experience July 2008 - August 2008
Job Assurance Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
McGladrey June 2012 - August 2012
Center for Business Ethics September 2008 - July 2012
Brown Brothers Harriman July 2011 - August 2011
Bank of America July 2008 - August 2008
Skills
Bloomberg, Peachtree, Crystal Ball, Structured Query..., Microsoft Word, Microsoft Excel, Microsoft Access, Factiva, Financial Accounting
Education
Bentley University 2013 — 2013
Master of Science in Accountancy, Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Boston Latin Academy 2004 — 2008
Edwards Middle School
McGladrey October 2013 - Present
McGladrey June 2012 - August 2012
Center for Business Ethics September 2008 - July 2012
Brown Brothers Harriman July 2011 - August 2011
Bank of America July 2008 - August 2008
Skills
Bloomberg, Peachtree, Crystal Ball, Structured Query..., Microsoft Word, Microsoft Excel, Microsoft Access, Factiva, Financial Accounting
Education
Bentley University 2013 — 2013
Master of Science in Accountancy, Accounting
Bentley University 2008 — 2012
Bachelor of Science, Corporate Finance and Accounting
Boston Latin Academy 2004 — 2008
Edwards Middle School
Jeffrey Hannigan's Bank of America Experience February 2010 - Present
Job Vice President; Technology Integration Consultant at Bank of America
Industry Banking
Experience
Bank of America February 2010 - Present
Bank of America 2005 - 2009
Skills
Banking, Credit, Visio, SnagIt, Software Documentation, SharePoint, Microsoft Office, Microsoft Excel, Technical Writing, Outlook, Technical Documentation, SQL, Process Architecture, Integration Testing
Education
Bentley University 2008 — 2010
Master of Business Administration (M.B.A.), Global Wealth & Enterprise and Information & Process Management
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Liberal Arts, Economics and Legal Studies
Bank of America February 2010 - Present
Bank of America 2005 - 2009
Skills
Banking, Credit, Visio, SnagIt, Software Documentation, SharePoint, Microsoft Office, Microsoft Excel, Technical Writing, Outlook, Technical Documentation, SQL, Process Architecture, Integration Testing
Education
Bentley University 2008 — 2010
Master of Business Administration (M.B.A.), Global Wealth & Enterprise and Information & Process Management
University of Massachusetts at Lowell 2001 — 2005
Bachelor of Liberal Arts, Economics and Legal Studies
Sandra Castellarin's Bank of America Experience May 2010 - Present
Job Banking Professional
Industry Banking
Experience
Bank of America May 2010 - Present
Bank of America April 1987 - July 2009
Education
Bentley University
BS, Finance
Bank of America May 2010 - Present
Bank of America April 1987 - July 2009
Education
Bentley University
BS, Finance
Danielle McNally's Bank of America Experience 2000 - 2004
Job Vice President, Director of Compliance Risk Management, Commercial Banking & Central Functions at Citizens Bank
Industry Financial Services
Experience
Citizens Bank May 2015 - Present
RBS Citizens Financial Group 2012 - Present
Fidelity Investments 2006 - 2011
KPMG 2004 - 2006
Bank of America 2000 - 2004
Skills
Auditing, Financial Services, Risk Management, Internal Audit, Internal Controls, Business Process..., Risk Assessment, Governance, Regulatory Compliance, Operational Risk
Education
Bentley University 1996 — 2000
Bachelor of Science, Accounting
Citizens Bank May 2015 - Present
RBS Citizens Financial Group 2012 - Present
Fidelity Investments 2006 - 2011
KPMG 2004 - 2006
Bank of America 2000 - 2004
Skills
Auditing, Financial Services, Risk Management, Internal Audit, Internal Controls, Business Process..., Risk Assessment, Governance, Regulatory Compliance, Operational Risk
Education
Bentley University 1996 — 2000
Bachelor of Science, Accounting
Stacy Gomes's Bank of America Experience October 1994 - March 1996
Job Sales Logistics Coordinator at Madden Global Solutions
Industry Government Administration
Experience
Madden Global Solutions August 2014 - Present
EssGee Consulting June 2012 - August 2014
City of Boston January 2003 - May 2012
SQP January 2000 - October 2001
Ajilon Consulting April 1996 - January 2000
Bank of America October 1994 - March 1996
John Hancock Financial Services 1987 - 1994
Skills
Non-profits, Government, Policy, Management
Education
Pfeiffer University 1996 — 1997
MBA, Business Administration
Bentley University 1987 — 1991
BS, Marketing
Boston Latin Academy 1981 — 1987
Madden Global Solutions August 2014 - Present
EssGee Consulting June 2012 - August 2014
City of Boston January 2003 - May 2012
SQP January 2000 - October 2001
Ajilon Consulting April 1996 - January 2000
Bank of America October 1994 - March 1996
John Hancock Financial Services 1987 - 1994
Skills
Non-profits, Government, Policy, Management
Education
Pfeiffer University 1996 — 1997
MBA, Business Administration
Bentley University 1987 — 1991
BS, Marketing
Boston Latin Academy 1981 — 1987
Sean Gray's Bank of America Experience January 2005 - November 2006
Job Executive Vice President, Retail Banking at Berkshire Bank
Industry Banking
Experience
Berkshire Bank June 2010 - Present
Berkshire Bank November 2006 - June 2010
Bank of America January 2005 - November 2006
Skills
Retail Banking, Loans, Commercial Lending, Credit, Banking, Portfolio Management, Financial Analysis, Credit Analysis, Mortgage Lending, Investments, Underwriting, Consumer Lending, Small Business Lending, Risk Management
Education
Bentley College
BS, Finance
Berkshire Bank June 2010 - Present
Berkshire Bank November 2006 - June 2010
Bank of America January 2005 - November 2006
Skills
Retail Banking, Loans, Commercial Lending, Credit, Banking, Portfolio Management, Financial Analysis, Credit Analysis, Mortgage Lending, Investments, Underwriting, Consumer Lending, Small Business Lending, Risk Management
Education
Bentley College
BS, Finance
Maha Namou's Bank of America Experience July 2002 - June 2009
Job Personal Banker
Industry Banking
Experience
Citi July 2011 - Present
H&R Block October 2010 - April 2013
Bank of America July 2002 - June 2009
Banc of America Merchant Services LLC (Bams) July 2007 - May 2008
Skills
Banking, Payroll, Strategy, Financial Services, CRM, Portfolio Management, Sales
Education
Bentley University 2010 — 2011
Citi July 2011 - Present
H&R Block October 2010 - April 2013
Bank of America July 2002 - June 2009
Banc of America Merchant Services LLC (Bams) July 2007 - May 2008
Skills
Banking, Payroll, Strategy, Financial Services, CRM, Portfolio Management, Sales
Education
Bentley University 2010 — 2011
Nitaya Ngan's Bank of America Experience 2003 - Present
Job Vice President Bank of America
Industry Real Estate
Experience
Bank of America 2003 - Present
MMA Financial 2000 - 2003
EF Education First 1997 - 2000
Skills
Asset Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
MBA
Bentley University 1993 — 1997
BS, Finance
Bank of America 2003 - Present
MMA Financial 2000 - 2003
EF Education First 1997 - 2000
Skills
Asset Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
MBA
Bentley University 1993 — 1997
BS, Finance
Josh Murawski's Bank of America Experience December 2013 - Present
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America December 2013 - Present
Chemtura July 2013 - December 2013
Chemtura January 2013 - July 2013
Chemtura June 2012 - January 2013
Chemtura January 2012 - June 2012
Chemtura June 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Corporate Finance, Foreign Exchange, Microsoft Excel, SAP, TM1, Hyperion HFM, SAP BW, BlackLine Systems, IT2 Treasury Solutions, FactSet, PowerPoint, Crystal Xcelsius 2008
Education
Bentley University 2007 — 2011
B.S., Finance, 3.7/4.0
Bank of America December 2013 - Present
Chemtura July 2013 - December 2013
Chemtura January 2013 - July 2013
Chemtura June 2012 - January 2013
Chemtura January 2012 - June 2012
Chemtura June 2011 - December 2011
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Corporate Finance, Foreign Exchange, Microsoft Excel, SAP, TM1, Hyperion HFM, SAP BW, BlackLine Systems, IT2 Treasury Solutions, FactSet, PowerPoint, Crystal Xcelsius 2008
Education
Bentley University 2007 — 2011
B.S., Finance, 3.7/4.0
Jonathan Backstrom's Bank of America Experience March 2014 - Present
Job Teller at Bank of America
Industry Banking
Experience
Bank of America March 2014 - Present
Sports Authority October 2012 - March 2014
Sports Authority March 2008 - November 2012
Sports Authority August 2007 - March 2008
Sports Authority April 2007 - August 2007
United States Air Force April 2005 - January 2007
United States Air Force February 2002 - April 2005
Skills
Retail, Troubleshooting, Microsoft Office, Outlook, Inventory Management, Customer Service, Six Sigma, Microsoft Word, Manufacturing, PowerPoint, Project Management, Operations Management, Team Building, Microsoft Excel, Product Development, Marketing Strategy, Strategic Planning, Marketing, Customer Satisfaction
Education
Bentley University 2008 — 2012
Bachelor of Science, Management, History
Swampscott High School 1997 — 2001
High School Diploma
Bank of America March 2014 - Present
Sports Authority October 2012 - March 2014
Sports Authority March 2008 - November 2012
Sports Authority August 2007 - March 2008
Sports Authority April 2007 - August 2007
United States Air Force April 2005 - January 2007
United States Air Force February 2002 - April 2005
Skills
Retail, Troubleshooting, Microsoft Office, Outlook, Inventory Management, Customer Service, Six Sigma, Microsoft Word, Manufacturing, PowerPoint, Project Management, Operations Management, Team Building, Microsoft Excel, Product Development, Marketing Strategy, Strategic Planning, Marketing, Customer Satisfaction
Education
Bentley University 2008 — 2012
Bachelor of Science, Management, History
Swampscott High School 1997 — 2001
High School Diploma
Darrell Ashmanskas's Bank of America Experience September 2006 - July 2011
Job Portfolio Management Officer
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2011 - Present
Bank of America September 2006 - July 2011
Skills
Loans, Commercial Lending, Portfolio Management, Corporate Finance, Valuation, Banking, Credit, Credit Analysis, Bloomberg, Commercial Banking, Lines Of Credit, Middle Market, Underwriting, Financial Analysis, Risk Management, Due Diligence, Real Estate, Treasury Management, Financial Services, Investments, Financial Modeling, Finance, Equities
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Bank of America Merrill Lynch July 2011 - Present
Bank of America September 2006 - July 2011
Skills
Loans, Commercial Lending, Portfolio Management, Corporate Finance, Valuation, Banking, Credit, Credit Analysis, Bloomberg, Commercial Banking, Lines Of Credit, Middle Market, Underwriting, Financial Analysis, Risk Management, Due Diligence, Real Estate, Treasury Management, Financial Services, Investments, Financial Modeling, Finance, Equities
Education
Bentley University 2008 — 2011
Bachelor of Science, Finance
Glenn Burton's Bank of America Experience January 1999 - May 2011
Job Commercial Banker Vice President at California Bank & Trust
Industry Banking
Experience
California Bank & Trust May 2011 - Present
Bank of America January 1999 - May 2011
Education
Bentley University 1994 — 1998
BS, Finance
California Bank & Trust May 2011 - Present
Bank of America January 1999 - May 2011
Education
Bentley University 1994 — 1998
BS, Finance
Keon Finklea's Bank of America Experience December 2013 - Present
Job At
Industry Information Technology and Services
Experience
Fresenius Medical Care July 2015 - Present
Bank of America December 2013 - Present
City of Boston Public Works May 2013 - November 2013
Best Buy 2003 - 2011
Skills
Sales Management, Sales Operations, P&L Management, P&L Responsibility, P&L Analysis, Operations Management, Construction Management, Labor Management, Labor Control, Inventory Management, Profit, Team Leadership, Customer Service, Project Management
Education
Wentworth Institute of Technology 2012 — 2014
Project Management
Bentley University 2001 — 2005
Fresenius Medical Care July 2015 - Present
Bank of America December 2013 - Present
City of Boston Public Works May 2013 - November 2013
Best Buy 2003 - 2011
Skills
Sales Management, Sales Operations, P&L Management, P&L Responsibility, P&L Analysis, Operations Management, Construction Management, Labor Management, Labor Control, Inventory Management, Profit, Team Leadership, Customer Service, Project Management
Education
Wentworth Institute of Technology 2012 — 2014
Project Management
Bentley University 2001 — 2005
Thomas Banyan McGowen's Bank of America Experience January 2007 - April 2008
Job Assistant Director of IT for Data Services at the University of St. Augustine for Health Sciences
Industry Higher Education
Experience
University of St. Augustine for Health Sciences September 2011 - Present
Jacksonville University July 2009 - August 2011
Allstate May 2008 - December 2008
Bank of America January 2007 - April 2008
Roundstone Group April 2005 - August 2006
Skills
SQL Server, Crystal Reports, MS Integration Services, Data Analysis, Report Writing, BPO, MS Reporting Services, Finance, ETL, Microsoft SQL Server, Higher Education, Microsoft Excel, Analysis, Analysis Services, PowerPoint, SSRS, Integration, Process Improvement, Business Analysis, SSIS, Microsoft Office, Project Management, Critical Thinking, Research, Active Directory, Windows Server, Management, Salesforce.com, Technical Writing, CRM, Leadership, Data Warehousing, Team Leadership, Business Process..., Database Design
Education
Bentley College 1998 — 2005
Bachelor of Science (BS), Financial Economics
South Portland High School 1994 — 1998
University of St. Augustine for Health Sciences September 2011 - Present
Jacksonville University July 2009 - August 2011
Allstate May 2008 - December 2008
Bank of America January 2007 - April 2008
Roundstone Group April 2005 - August 2006
Skills
SQL Server, Crystal Reports, MS Integration Services, Data Analysis, Report Writing, BPO, MS Reporting Services, Finance, ETL, Microsoft SQL Server, Higher Education, Microsoft Excel, Analysis, Analysis Services, PowerPoint, SSRS, Integration, Process Improvement, Business Analysis, SSIS, Microsoft Office, Project Management, Critical Thinking, Research, Active Directory, Windows Server, Management, Salesforce.com, Technical Writing, CRM, Leadership, Data Warehousing, Team Leadership, Business Process..., Database Design
Education
Bentley College 1998 — 2005
Bachelor of Science (BS), Financial Economics
South Portland High School 1994 — 1998
Monique Lachance's Bank of America Experience January 1995 - Present
Job Sr. Project Operations Manager Sr. Vice President at Bank of America
Industry Banking
Experience
Bank of America January 1995 - Present
Bank of America June 1989 - December 1994
Education
Bentley College 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Bank of America January 1995 - Present
Bank of America June 1989 - December 1994
Education
Bentley College 1985 — 1989
Bachelor of Science (BS), Business Administration and Management, General
Elena Bove's Bank of America Experience April 2014 - Present
Job VP, Portfolio Management Officer II at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Citizens Bank April 2012 - April 2014
Bank of America 2002 - 2012
Skills
Loans, Small Business Lending, Portfolio Management, Commercial Banking, Banking, Commercial Lending, Underwriting, Credit, Credit Analysis, Credit Risk, Loan Origination, Retail Banking
Education
Bentley University 1998 — 2002
Economics-Finance Major, Information Technology Minor
Newton North High School 1994 — 1998
Bank of America April 2014 - Present
Citizens Bank April 2012 - April 2014
Bank of America 2002 - 2012
Skills
Loans, Small Business Lending, Portfolio Management, Commercial Banking, Banking, Commercial Lending, Underwriting, Credit, Credit Analysis, Credit Risk, Loan Origination, Retail Banking
Education
Bentley University 1998 — 2002
Economics-Finance Major, Information Technology Minor
Newton North High School 1994 — 1998
Laura Murgo's Bank of America Experience July 2012 - Present
Job ATM Deployment Project Manager at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Bank of America January 2007 - July 2012
Watertown/Belmont Chamber of Commerce 2005 - 2007
Bentley College January 2003 - January 2005
Bentley College January 2001 - December 2003
Bentley University September 1997 - January 2001
Aquinas College August 1996 - September 1997
Skills
Outlook, Administrative..., Microsoft Excel, Lotus Notes, Access, Office Management, Spreadsheets, PowerPoint, Office Administration, Microsoft Word, Visio, Accounts Payable, Administration, Customer Service, Teamwork, SharePoint, Administrative Work, Microsoft Office, Banking, Data Entry, Invoicing, PeopleSoft, Process Scheduler, Telephone Skills
Education
Bentley College 1998 — 2005
Bachelor's degree, Management
Aquinas College 1993 — 1995
Associate of Science (A.S.), Business Administration and Management, General
Bank of America July 2012 - Present
Bank of America January 2007 - July 2012
Watertown/Belmont Chamber of Commerce 2005 - 2007
Bentley College January 2003 - January 2005
Bentley College January 2001 - December 2003
Bentley University September 1997 - January 2001
Aquinas College August 1996 - September 1997
Skills
Outlook, Administrative..., Microsoft Excel, Lotus Notes, Access, Office Management, Spreadsheets, PowerPoint, Office Administration, Microsoft Word, Visio, Accounts Payable, Administration, Customer Service, Teamwork, SharePoint, Administrative Work, Microsoft Office, Banking, Data Entry, Invoicing, PeopleSoft, Process Scheduler, Telephone Skills
Education
Bentley College 1998 — 2005
Bachelor's degree, Management
Aquinas College 1993 — 1995
Associate of Science (A.S.), Business Administration and Management, General
Donald Schwinn's Bank of America Experience January 2001 - October 2004
Job Retired at Don Schwinn
Industry Financial Services
Experience
Alpha Recon Association November 2004 - Present
Don Schwinn October 2004 - Present
Bank of America January 2001 - October 2004
Bank of America January 1986 - October 2004
Skills
Banking, Strategic Planning, Process Improvement, Budgets
Education
Bentley University 1969 — 1973
Bachelor's degree, Accounting and Finance, B
Alpha Recon Association November 2004 - Present
Don Schwinn October 2004 - Present
Bank of America January 2001 - October 2004
Bank of America January 1986 - October 2004
Skills
Banking, Strategic Planning, Process Improvement, Budgets
Education
Bentley University 1969 — 1973
Bachelor's degree, Accounting and Finance, B
Dominique smalls's Bank of America Experience May 2013 - January 2015
Job Assistant Vice President at Bank of America
Industry Banking
Experience
Bank of America May 2013 - January 2015
Best Buy January 2011 - May 2013
Best Buy June 2008 - June 2009
Best Buy January 2008 - June 2008
Best Buy June 2006 - January 2008
Best Buy July 2005 - June 2006
Best Buy September 2004 - June 2005
Best Buy August 2003 - September 2004
Skills
Customer Satisfaction, Customer Service, Leadership, Loss Prevention, Merchandising, Microsoft Office, Retail, Sales, Store Management, Team Building, Team Leadership, Training, Customer Experience, Profit, Sales Management, Retail Sales, Inventory Management
Education
Quinsigamond Community College 2012 — 2014
Associate's degree, Business Administration and Management, General
Bentley University 2002 — 2004
Bank of America May 2013 - January 2015
Best Buy January 2011 - May 2013
Best Buy June 2008 - June 2009
Best Buy January 2008 - June 2008
Best Buy June 2006 - January 2008
Best Buy July 2005 - June 2006
Best Buy September 2004 - June 2005
Best Buy August 2003 - September 2004
Skills
Customer Satisfaction, Customer Service, Leadership, Loss Prevention, Merchandising, Microsoft Office, Retail, Sales, Store Management, Team Building, Team Leadership, Training, Customer Experience, Profit, Sales Management, Retail Sales, Inventory Management
Education
Quinsigamond Community College 2012 — 2014
Associate's degree, Business Administration and Management, General
Bentley University 2002 — 2004
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS