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
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Choice Marketing Team 2010 - Present
SunTrust Mortgage July 2007 - July 2008
Bank of America November 2003 - November 2006
Army National Guard November 1997 - December 2003
Commonwealth of Massachusetts October 2001 - September 2002
US Army September 1989 - October 1992
Skills
Public Speaking, Social Media, Event Planning, Marketing, Microsoft Excel, Management, Program Management, Social Networking, Microsoft Office, Microsoft Word, Army, Military Operations, Military, Military Training, Leadership, Software Documentation, Training
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Arts (B.A.), Business/Corporate Communications
Port Richmond High School 1985 — 1988
Regents Diploma, Academics
Bank of Cape Cod February 2013 - Present
Martha's Vineyard Savings Bank August 2010 - February 2013
Bank of America May 2005 - August 2010
Bank of America August 2000 - May 2005
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, FHA, Refinance, Residential Mortgages, FHA financing, Credit, USDA, VA loans, Mortgage Underwriting, Credit Analysis, Consumer Lending, Construction Loans, Government Loans, Commercial Lending, Reverse Mortgages, Home Equity Loans, Certified Mortgage..., Commercial Mortgages, Home Equity Lines of...
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor's degree, Economics
Bank of America January 2010 - Present
Bank of America December 2009 - January 2010
Skills
Banking, Risk Management, Loans, Credit, Finance, Financial Analysis, Consumer Lending, Credit Analysis, Credit Risk, Loan Origination, Mortgage Banking, Mortgage Lending, Portfolio Management, Refinance, Strategy
Education
University of Massachusetts, Amherst 2003 — 2007
Economics, Global economics, Latin american studies
University of Massachusetts, Amherst 2003 — 2007
Bachelor's degree, Business/Managerial Economics
Guaranteed Rate August 2011 - Present
Bank of America January 2009 - August 2011
Wells Fargo May 2005 - February 2009
Skills
FHA, Mortgage Banking, Mortgage Lending, Loan Origination, Refinance, Real Estate Transactions, VA loans, FHA financing, Residential Mortgages, Finance, Investment Properties, Real Estate, First Time Home Buyers, Loans, VA Loans
Education
University of Massachusetts at Lowell 2000 — 2004
Bachelor of Science (B.S.), Business Administration, General
HomeServices Lending August 2014 - Present
Wintrust Mortgage October 2013 - February 2014
Surety Financial August 2010 - October 2013
Bank of America October 2007 - September 2010
Countrywide Home Loans 2007 - 2008
Metrocities Mortgage January 2005 - September 2007
Assurance Capital 2003 - 2004
The DeWolfe Companies, Inc 1994 - 2002
DeWolfe New England 1994 - 2002
DeWolfe Mortgage 1994 - 2000
Skills
Running, Tennis, Reverse Mortgages, Real Estate Financing, Loans, Mortgage Lending, Banking, Relocation, Credit, Mortgage Banking, Loan Origination, Construction Loans, FHA, Real Estate, Real Estate Economics, Partnerships, Underwriting, Credit Analysis, First Time Home Buyers, Commercial Lending, Condos, Investment Properties, Residential Mortgages, Refinance, Finance, Sellers, Investors, Referrals, Management
Education
University of Massachusetts at Lowell 1970 — 1974
Bachelor of Science, Mechanical Engineer
Santander Bank, N.A. August 2015 - Present
Bank of America December 2014 - July 2015
Bank of America June 2012 - December 2014
Bank of America September 2008 - June 2012
BJ's Wholesale Club August 1999 - August 2008
Skills
Banking, Retail Banking, Consumer Lending, Mortgage Lending, Credit, Loans, Commercial Banking, Commercial Lending, Loan Origination, Cross Selling, Residential Mortgages, FHA, Small Business Lending, Credit Analysis, Mortgage Banking, Risk Management, Credit Risk, Relationship Management, Management, Sales, Leadership, Customer Service, Coaching, Branch Management, Credit Cards
Education
University of Massachusetts at Lowell 2000 — 2002
Criminal Justice and Psychology
Robert Half April 2015 - Present
Bank of America June 2010 - November 2014
Sovereign Bank of New England June 2007 - June 2010
TNS Media Intelligence/ Cymfony July 2007 - June 2008
Skills
Customer Service, Management, Banking, Microsoft Excel, Research, Training, Microsoft Office, Mortgage Lending, Market Research, Advertising, PowerPoint, Marketing, Microsoft Word, Project Management, Sales, Sales Management, Operations Management, Legal Compliance, Employee Relations, Employee Training, Sales Process, Retail Sales, Retail Banking, Mortgage Banking, Residential Mortgages, Recruiting, Interviews, Networking, Event Planning, Event Management, Public Relations, Customer Relations
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor's degree, Communication, General
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Arts (BA), Communication, General
TIAA-CREF September 2006 - June 2014
Bank of America September 2003 - September 2006
Fleet Boston Financial Services April 1995 - September 2003
Skills
Human Resources, Leadership, Strategic Workforce..., Employee Relations, Leadership Development, Performance Management, Leadership Development..., Succession Planning, Workforce Planning
Education
University of Massachusetts, Amherst
Bachelors of Arts, Human Resources Management
Family Financial Management, LLC November 2011 - Present
Georgia Family Office LLC December 2009 - Present
ASF (Apogee Scholarship Fund) November 2009 - April 2013
Tyler Perry Studios 2006 - 2008
Bank of America 2001 - 2006
First Union National Bank 1997 - 2001
Allmerica Financial 1992 - 1997
Skills
Trust Management, Estate Administration, Estate Planning, Finance, Accounting, Accounts Payable, Independent Financial..., Business Strategy, Banking, Credit, Property Management, Wealth Management, Investments, Insurance, Mortgage Lending, Fixed Income, Strategic Financial..., Financial Advisory, Financial Services, Financial Planning, Management, Cash Management
Education
University of Massachusetts, Amherst
BA
Bank of America Merrill Lynch November 2014 - Present
Bank of America May 2013 - Present
Bank of America 2012 - May 2013
British Energy May 2009 - 2012
Wells Fargo December 2008 - June 2009
Principal Financial Group June 2006 - January 2009
Whirlpool Corporation November 2002 - June 2006
Systrand-Krupp Corp 1999 - 2002
Anheuser-Busch InBev January 1996 - October 1999
Skills
Strategy, Lecturing, Program Management, Project Management, Change Management, Team Leadership, Vendor Management, Risk Management, Project Planning, Operations Management, IT Strategy, Team Building, Business Analysis, Leadership, Strategic Planning, Enterprise Architecture, Negotiation, Training, Analysis, Mergers & Acquisitions, Visio, Cross-functional Team..., Business Strategy, Team Management, Management, Management Consulting, Business Intelligence, Banking, Integration
Education
University of Massachusetts, Amherst
All Seas Wholesale April 2015 - Present
Bank of America September 2004 - April 2015
Skills
Credit, Loans, Retail Banking, Risk Management, Mortgage Lending, Commercial Banking, Customer Service, Credit Analysis, Management, Financial Analysis, Commercial Lending
Education
University of Massachusetts at Lowell
Bank of America July 2015 - Present
RITE AID November 2014 - July 2015
University of Massachusetts Amherst August 2012 - May 2014
Walgreens June 2013 - August 2013
Skills
Public Speaking, Teamwork, Social Media, Communication, Editing, Fundraising, Team Leadership
Education
University of Massachusetts, Amherst 2009 — 2014
Bachelor of Science (BS), Biology/Biological Sciences, Bachelor of Arts (BA), Communication
Bank of America November 1990 - Present
Boston Safe Deposit and Trust Company December 1985 - November 1990
Boston Five Cents Savings Bank 1983 - 1985
Skills
Credit Analysis, Loan Origination, Loans, Refinance, VA loans, FHA, Residential Mortgages, Mortgage Lending, Mortgage Banking, Credit, USDA, Mortgage Underwriting, FHA financing
Education
University of Massachusetts, Amherst
State Street August 2015 - Present
Santander Bank, N.A. May 2012 - Present
Bank of America 2006 - 2012
3Com 2005 - 2006
John Hancock Financial Services 1999 - 2005
Skills
Compliance, AML, Investigations, Risk Management, Risk Assessment, Regulatory Compliance, Fraud, Internal Audit, Private Investigations, Due Diligence, Policy, Bank Secrecy Act, OFAC, Governance, USA PATRIOT Act, Auditing, KYC, Financial Risk, Anti Money Laundering, Investigation
Education
University of Massachusetts at Lowell
Bachelor of Science, Criminal Justice
Bank of America February 2014 - Present
Arizona Pizza Company Bar & Grille 2008 - March 2014
Arizona Pizza Company Bar & Grille May 2011 - April 2012
Arizona Pizza Company Bar & Grille November 2008 - May 2011
Skills
Computer Hardware, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Management
Education
University of Massachusetts Lowell 2014 — 2017
Master of Business Administration (MBA), Accounting and Finance
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Arts (B.A.), Business/Managerial Economics
Bank of America October 2013 - Present
Bank of America August 2012 - October 2013
Bank of America March 2011 - August 2012
State Street May 2008 - March 2011
CVS Caremark Corporation November 2008 - September 2009
CVS Caremark Corporation May 2003 - November 2007
Walgreens April 1994 - May 2003
Skills
Microsoft Excel, Microsoft Office, Banking, Management, Cross Selling, Sales, Retail Banking, Customer Satisfaction, Outlook, Expense Management, Customer Service, Financial Services, Process Improvement, Risk Management, Credit, Financial Analysis, Recruiting, Mutual Funds
Education
University of Massachusetts, Amherst 1996 — 2001
BA in English, American Literature
Senior Organizational Services LLC November 2012 - Present
3M Health Information Systems January 2006 - October 2012
3M August 2003 - December 2005
3M April 2001 - August 2003
3M June 1999 - April 2001
CIGNA HealthCare October 1997 - June 1999
Anthem July 1995 - October 1997
Stanley Black & Decker September 1987 - June 1993
Bank of America December 1977 - September 1987
Skills
Product Development, Healthcare, Process Improvement, Strategic Planning, Product Management, New Business Development, Six Sigma, Business Strategy, Product Marketing, Marketing Strategy, Healthcare Information..., Sales Management, Contract Negotiation, Customer Relations, Analytics, Strategy Development, Market Research, Negotiation, Account Management, Process Engineering, Team Leadership, Program Management, Product Launch, Business Planning, Business Analysis, Forecasting, Executive Management, Marketing Communications, Competitive Analysis, Excel, Analysis, Compliance, Budgeting, Marketing Management, Sales Support, Segmentation, Access, Financial Analysis, Pricing, Microsoft Office, Consultative Selling, Team Building, Coaching, Online Marketing, Data Analysis, Key Account Management, Tactical Marketing, Microsoft Excel, Budgets, Strategy
Education
Lean Six Sigma 2006 — 2006
Green Belt, Process Improvement
Pragmatic Marketing 2004 — 2004
University of Hartford 1978 — 1980
MBA, Marketing
University of Massachusetts at Lowell 1970 — 1974
BS Business Administration, Marketing
Bank of America May 2013 - Present
Bank of America April 2012 - May 2013
Bank of America October 2010 - April 2012
Bank of America 1999 - 2010
Fleet Bank 1996 - 1999
BankBoston 1992 - 1996
Skills
Six Sigma, Banking, Cash Management, Payments, Customer Relations, Change Control, Treasury Services, Project Management, Treasury Management, Customer Service, Process Improvement, SDLC, Product Management, Integration, Analysis, Leadership, PMP, Risk Management
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor, Retail Marketing
Gateway Community Services March 2015 - Present
North American Family Institute, Inc. July 2014 - March 2015
Team Coordinating Agency, Inc. November 2010 - March 2015
Team Coordinating Agency, Inc. November 2013 - July 2014
Bank of America July 2005 - April 2009
Lawrence Police Departmenet March 2007 - July 2007
Boys & Girls Clubs of America April 2004 - June 2004
Skills
Crisis Intervention, Mental Health, Adolescents, Mental Health Counseling, Social Services, Group Therapy, Case Managment, Family Therapy, Behavioral Health, CBT, Psychotherapy, Psychology, Young Adults, Counseling Psychology, Child Development, Motivational..., Interventions, Youth Mentoring, Individual Counselling, Life Transitions, Adolescent Therapy, Therapeutic Crisis..., Social Skills, Conflict Resolution, Anger Management, Treatment, Substance Use Disorders, Self-esteem, Cpr Certified, Law Enforcment, Community Outreach, Play Therapy, Program Development, Case Management, Therapists, Management
Education
University of Phoenix 2009 — 2012
Masters of Science (M.S.), Administration of Justice and Secuirty
University of Massachusetts at Lowell 2005 — 2008
Bachelor of Science (B.S.), Criminal Justice and Corrections
Middlesex Community College 2002 — 2005
Associate of Science (A.S.), Criminal Justice and Corrections & History
Andover High School 1999 — 2002
Edgil Associates, Inc. www.edgil.com April 2014 - Present
WorldPay Inc. 2005 - 2013
Bank of America 1991 - 2005
Connecticut Bank and Trust Co, Inc January 1987 - January 1991
Skills
Banking, Payments, Account Management, Merchant Services, Payment Card Processing, Credit, Electronic Payments, Credit Cards, Sales, Debit Cards, Management, B2B, Sales Management, Relationship Management, Payment Systems, Financial Services
Education
University of Massachusetts Lowell 1980 — 1984
Westford Academy 1976 — 1980
College Preparatory
Wells Fargo - Contractor May 2014 - Present
TIAA-CREF - Contractor March 2014 - April 2014
Bank of America - Contractor December 2012 - November 2013
Bank of America - Contractor January 2012 - September 2012
Bank of America August 2010 - September 2011
Bank of America - Contractor August 2008 - March 2010
Bank of America - Contractor March 2008 - June 2008
Tiaa-Cref - Contractor March 2006 - March 2008
Wachovia - Contractor November 2004 - May 2005
CitiStreet August 2000 - October 2004
Skills
Vendor Management, Business Analysis, Process Improvement, SDLC, Project Management, Visio, Financial Services, Data Analysis, Integration, Management, Software Project..., Requirements Analysis, E-commerce, Requirements Gathering, Project Portfolio..., Data Warehousing, Business Requirements, PMO
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology, Sociology
Bank of America 1994 - Present
Education
University of Massachusetts, Amherst 1973 — 1977
Bachelor of Business Administration (BBA), Business, Management, Marketing
Children's Hospital Boston December 2011 - Present
Children's Hospital April 2010 - December 2011
Bank of America September 2009 - April 2010
Omega Distributors February 2009 - September 2009
Metropolis of Boston Camp May 2002 - August 2009
MacTRIBE June 2008 - August 2008
Skills
Research, Management
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelors, Communication
Project Management Institute Mass Bay 2010 - Present
Genzyme 2011 - 2011
Bank of America 2008 - 2009
TD Ameritrade, Strategic Financial Partners, Ameriprise 2004 - 2008
Ban Chiang House 2001 - 2004
Skills
PMP, Series 7, Series 66, Languages
Education
University of Massachusetts, Amherst
Bachelor of Arts, Economics
William George Associates
Certificate in Project Management
Putnam Investments March 2015 - Present
Bank of America September 2014 - February 2015
Aquent April 2013 - July 2014
Staples January 2013 - March 2013
Kronos September 2012 - January 2013
CIDC 2008 - September 2012
MassLive.com June 2007 - August 2008
Skills
User Experience, Wire Framing, Wireframes, Agile Methodologies, Heuristic Evaluation, Usability, Usability Testing, Interaction Design, Information Architecture, User Interface, Accessibility, User Interface Design, Axure, Mobile Design, Contextual Inquiry, Rapid Prototyping, Online Gaming, Visual Design, User Experience Design, User-centered Design, Iterative Design, Information Design, Persona, Task Analysis, User Research, Scrum, Content Strategy, Content Management, Responsive Web Design, Web Design
Education
University of Massachusetts, Amherst 2005 — 2008
Bachelor's, Journalism, minor in Information Technology
Mortgage Equity Partners May 2015 - Present
Berkshire Bank March 2014 - May 2015
Bank of America March 2009 - February 2014
Homeland Financial Mortgage Co. September 2004 - December 2008
Rockland Financial Mortgage September 1998 - September 2004
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, FHA, Refinance, Banking, Credit Analysis, Residential Mortgages, VA loans, Consumer Lending, FHA financing, Retail Banking, First Time Home Buyers
Education
University of Massachusetts, Amherst
Bachelor of Business Administration, Finance
Pacific Union Financial, LLC September 2014 - Present
Sierra Pacific Mortgage Company, Inc. May 2013 - February 2014
Indecomm Global Services December 2011 - May 2013
Bank of America February 2011 - October 2011
Hyde Park Bank May 2010 - February 2011
Regency Mortgage Corp. NMLS #1938 February 2009 - May 2010
Bank of America February 2008 - January 2009
American Home Mortgage Servicing June 2003 - February 2008
Skills
Refinance, Loan Origination, Residential Mortgages, Loans, FHA financing, VA loans, Government Loans, Credit Analysis, Mortgage Servicing, Underwriting, VA Loans, Financial Risk, FHA Financing, Consumer Lending
Education
University of Massachusetts at Lowell
Bachelor's degree
Bank of America September 2010 - Present
NELSON May 2008 - September 2010
Kendall Hill Design 1996 - 2000
Jones Lang LaSalle 1996 - 1996
UMass Medical School 1988 - 1996
Gillette 1982 - 1988
Skills
Corporate Real Estate, Facilities Management, Management, Project Planning, Project Management, Strategic Planning, Occupancy Planning, Space planning, Industrial Engineering, Operations Research, Analytics, Healthcare Real Estate, Education Facilities, Commercial Real Estate..., Process Efficiency, Commercial Real Estate, Vendor Management, Real Estate Economics, Asset Management, Process Improvement, Strategy, Portfolio Management, Program Management
Education
University of Massachusetts, Amherst
BSIE/OR, Industrial Engineering and Operations Research
Bank of America August 2009 - Present
KPMG LLP September 2000 - August 2009
Education
University of Massachusetts, Amherst
Business Administration, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MA, Accounting
The Savings Bank August 2008 - Present
Merrimack Valley YMCA 2009 - 2012
Metheun MA- Salem NH Rotary 2009 - 2012
The JMS Group February 2006 - December 2010
TD Bank Group February 2005 - March 2008
Bank of America September 2003 - December 2004
Citizens Bank September 2000 - August 2003
Skills
Accounting, Banking, Branch Management, Business Development, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Customer Service, Finance, Financial Analysis, Financial Risk, Investments, Leadership, Lines Of Credit, Loan Origination, Loans, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Outlook, Portfolio Management, Public Speaking, Real Estate, Retail Banking, Risk Management, Sales Management, Small Business Lending, Strategic Planning, Time Management, Underwriting, Refinance, Residential Mortgages
Education
New Horizon 2009 — 2009
University of Massachusetts Lowell 1999 — 2003
BS, MIS, Marketing
Bank of America October 2006 - July 2015
RBC January 2005 - October 2006
Skills
Loans, Refinance, First Time Home Buyers, Mortgage Banking, Risk Management, Credit, Investments, Real Estate, Credit Analysis, FHA, Mortgage Lending, Loan Origination, Financial Analysis, Consumer Lending, Investment Properties, Non-Conforming, Asset Managment, Harp, Residential Mortgages, Commercial Lending, Real Estate Economics, Banking, Commercial Mortgages, Loss Mitigation, VA loans, Underwriting, FHA financing, USDA, Government Loans, Real Estate Financing
Education
University of Massachusetts, Amherst
BS, Industrial Engineer
Premium Financial Group 2008 - Present
Mary Kay Inc. July 2007 - Present
Bank of America February 2005 - September 2009
Enterprise Rent-A-Car January 2002 - January 2005
Education
Worcester State University 1998 — 2003
BS, Business Administration
University of Massachusetts, Amherst 1997 — 1998
BS, Liberal Arts
University of Phoenix
MBA, Global Management
Bank of America March 2014 - Present
Kohl's Department Stores February 2012 - February 2014
Kohl's Department Stores October 2011 - February 2012
Kohl's Department Stores July 2010 - October 2011
Kohl's Department Stores June 2009 - July 2010
Skills
Customer Service, Problem Solving, Typing, HTML, Merchandising, Retail, Leadership, Inventory Management, Big Box, Spanish, Philanthropy, Apparel, New Store Openings, Driving Results, Coaching, Recruiting, Human Resources, Store Management, Multi-unit, Shrinkage, Store Operations, Loss Prevention, Sales Operations, Sales, Multi-Unit, Management, Customer Satisfaction
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts, English
Oxford University 2007 — 2007
Capital One 2013 - 2013
Bank of America 2012 - 2012
Fidelity Investments 2006 - 2009
All Seasons Events January 2001 - 2006
First Union National Bank 1998 - 2001
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Chase Paymentech October 2008 - Present
First Data Corporation January 2008 - December 2009
Bank of America March 2007 - December 2008
Chase Paymentech January 2008 - October 2008
Global Payments January 2002 - January 2008
National Processing Company NPC January 1995 - January 2000
Skills
Debit Cards, Payments, Credit Cards, POS, Payment Systems, B2B, Payment Card Processing, Business Development, Strategy, Acquiring, Merchant Services, Leadership, CRM, Sales, Banking, Electronic Payments, Strategic Partnerships, Management, Payment Gateways, Relationship Management, Product Management
Education
University of Massachusetts, Amherst 1976 — 1981
BS, Sociology
BNY Mellon June 2014 - Present
State Street Global Markets April 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - April 2013
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
JPMorgan Chase September 2005 - June 2006
Skills
Bloomberg, Derivatives, Fixed Income, Mutual Funds, Fund Accounting, Settlement, Investments, Asset Managment, Trading, Financial Analysis, Back Office, Swaps, Bonds, Asset Allocation, Bloomberg Terminal, Account Reconciliation
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Science (BS), Hospitality Administration/Management
Mortgage Network, Inc. October 2012 - Present
Bank of America January 2002 - October 2012
North American Mortgage Corp ( Dime Banc Corp) January 1994 - January 2002
Fleet Bank March 1985 - January 1994
Skills
Banking, Loans, Mortgage Lending, Retail Banking, Credit Analysis, Mortgage Banking, Consumer Lending, Loan Origination, Cross Selling, Relationship Management, FHA
Education
University of Massachusetts, Amherst 1979 — 1984
Bachelor of Arts (B.A.), Economics/Business
Western New England College
MBA Courses
Gibson Sotheby's International Realty January 2015 - Present
Riverhawk Funds, LLC June 2014 - Present
Pebble Cove Development, LLC July 2014 - Present
JW Brokerage May 2012 - December 2014
Columbia Management, Ameriprise Financial April 2006 - May 2012
Bank of America September 2006 - February 2011
Creative Group April 2006 - September 2006
REEBOK International Ltd February 2003 - December 2005
Reebok International February 2003 - 2004
Skills
Sales, Customer Service, Negotiation, PowerPoint, Public Speaking, Direct Marketing, Strategy, Marketing Strategy, Salesforce.com, Marketing, Email Marketing, Product Marketing, Advertising, Management, Budgets, Leadership, Investments, Social Media Marketing
Education
University of Massachusetts 1998 — 2002
B.S, Business Administration; both Marketing and Management
University of Massachusetts Lowell 1998 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Bank of America October 2008 - Present
Bank of America 2006 - 2008
Bank of America 2003 - 2006
Fleet Bank 2000 - 2003
BankBoston 1994 - 1999
Education
University of Massachusetts at Lowell 1985 — 1990
Bachelor’s Degree
Tailored Wealth Management May 2009 - Present
Morgan Stanley Smith Barney November 2007 - May 2009
Bank of America November 2002 - November 2007
Mellon Investor Services August 2001 - November 2002
Skills
Investments, Series 7, Wealth Management, Securities, Retirement, Finance
Education
College for Financial Planning 2006 — 2006
CRPS, Financial Planning
University of Massachusetts, Amherst 1987 — 1991
BA, Isenberg School of Management
Norwood High School 1985 — 1987
Rhys Thomas Institute of Energy Medicine
Student
First Republic Bank - Securities Company December 2010 - Present
Merrill Lynch February 2010 - December 2010
Bank of America April 2006 - February 2010
Skills
Series 7, Wealth Management, Retirement Planning, Cash Management, Financial Planning, Series 63, Investment Advisory, Asset Allocation
Education
University of Massachusetts, Amherst 1998 — 2002
Bachelors, Psychology
East Hampton High School 1994 — 1998
Bank of America/retired SVP, Customer ExperienceBank of AmericaFebruary 2009 - 2011
Bank of America September 1996 - 2011
Fleet Bank 1983 - 2008
FleetBostonFinancial 1996 - 2002
BayBank 1994 - 1996
Skills
Leadership, Management, Leadership Development, Coaching, Customer Experience, Continuous Improvement, Banking, Small Business, Retail Banking, Loans, Financial Services, Risk Management, Credit, Enterprise Software, Strategy, Strategic Thinking, Credit Cards, Problem Solving
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Political Science and Government
New Balance April 2009 - Present
New Balance Athletic Shoes Inc. April 2009 - Present
Bank of America 2006 - 2009
Skills
Outlook, Microsoft Office, Administrative Support, Expenses, Word, PowerPoint
Education
University of Massachusetts Lowell 1984 — 1987
B/S, Accounting
NSTAR, now Eversource Energy May 2014 - Present
Mercer June 2013 - January 2014
Bank of America October 2011 - July 2012
Fairfield Inn by Marriott May 2010 - December 2010
Skills
Spanish-speaking, Microsoft Office, Multi-tasked, Customer Service, Customer Satisfaction, Work Ethic, Data Entry, Spanish
Education
University of Massachusetts at Lowell 2011 — 2013
BS, Business Administration, Finance, General
University of Massachusetts, Amherst 2008 — 2011
Internap May 2013 - Present
Bank of America April 2011 - October 2011
AT&T June 2007 - March 2009
AT&T June 2000 - June 2007
Sodexho Marriott Services January 1998 - June 2000
Skills
Management, Sales, Customer Satisfaction, Account Management, Direct Sales, Customer Service, Call Center, Telecommunications, Project Management, Salesforce.com, Team Leadership, CRM, Team Building, Wireless, Strategic Planning, SDLC, Coaching, Microsoft Excel, Sales Management, Process Improvement, Leadership, Vendor Management, Change Management, Solution Selling, Sales Process, Sales Operations, Managed Services, Unified Communications, SaaS, Contract Negotiation, Product Management, B2B, Selling, Enterprise Software, Co-location, Business Development, Teamwork, Security, Strategy, Product Marketing, Professional Services, Networking, New Business Development, Start-ups, VoIP, Cross-functional Team..., Strategic Partnerships, Lead Generation, Pre-sales, Customer Retention
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science (BS), Human N
University of Massachusetts
B.S, Human Nutrition
JPMorgan Chase & Co. August 2015 - Present
Direct Federal Credit Union November 2012 - July 2015
Bank of America January 2006 - January 2009
Residential One Mortgage May 2001 - December 2005
HARMON LAW OFFICES January 1999 - May 2001
SUN LIFE OF CANADA January 1992 - January 1999
Skills
Training, New Business Development, Microsoft Office, Underwriting, Interviews, Residential Mortgages
Education
University of Massachusetts, Amherst 1986 — 1992
BA, Legal Studies
SETI Institute 2013 - 2015
SETI Institute 2000 - 2011
Bank of America 1998 - 2000
Ultradata 1996 - 1998
GFS Financial Services 1986 - 1995
NORDACK 1986 - 1990
IBM 1984 - 1986
Skills
Linux, Software Development, Embedded Systems, Programming, Testing, Python, Algorithms, C, Java, C++, JavaScript, Firmware, Distributed Systems, Matlab, Image Processing, Radio Astronomy, Control Systems
Education
University of Massachusetts, Amherst
Master’s Degree, Computer Science
University of Massachusetts, Amherst
Bachelor’s Degree, Computer Engineering
Morgan Stanley Wealth Management October 2013 - Present
Morgan Stanley Wealth Management March 2013 - September 2013
Bank of America May 2011 - March 2013
Planet Fitness February 2009 - August 2012
Misty Hill Landscape and Design Ltd May 2010 - September 2010
Skills
English, Translation, Microsoft Office, Microsoft Word, PowerPoint, Spanish, Foreign Languages, Research, Microsoft Excel, Editing, Teamwork, Leadership, Communication, Employee Training, Customer Service, Social Media, Event Planning, Social Networking, Facebook
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor's degree, Spanish, Interpreting and Translation
Nauset Regional High School 2002 — 2006
Massachusetts Department of Corrections January 2012 - Present
Bank of America August 2009 - August 2011
Skills
Top-notch Customer..., Managed Money, Typing, Superior Computer Skills, Law Enforcement..., Law Enforcement..., Administrative Work, Organization
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Legal Studies, General
Bank of America August 2015 - Present
University of Massachusetts Lowell September 2013 - August 2015
H&R Block January 2015 - April 2015
H&R Block December 2014 - April 2015
Zwicker & Associates, P.C October 2011 - August 2013
Emerson Ecologics September 2010 - June 2011
NESC Federal Credit Union September 2009 - June 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, Teamwork, Customer Service, Data Entry, Outlook, Leadership, Event Planning
Education
University of Massachusetts at Lowell 2013 — 2017
Bachelor's of science in business administration, Accounting and Finance
Notre Dame Cristo Rey High School 2009 — 2013
High School
Bank of New England November 2012 - Present
TD BANK January 2010 - November 2012
TD May 2009 - January 2010
Northmarq Capital October 2007 - April 2009
Bank of America 2006 - 2007
Skills
Loans, Commercial Lending, Credit, Commercial Banking, Banking, Small Business Lending, Mortgage Lending, Credit Risk, Loan Origination, Refinance, Commercial Mortgages
Education
Manchester Community College 2013 — 2015
Associate's degree, Registered Nursing/Registered Nurse
UMass Lowell 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Bank of America November 2014 - Present
Burlington Coat Factory July 2011 - November 2014
Burlington Coat Factory February 2010 - July 2011
Randstad North America September 2006 - October 2009
Housing Assignment Office @ University of Massachusetts Amherst June 2004 - August 2006
Skills
Recruiting, Human Resources, Training, HRIS
Education
University of Massachusetts, Amherst 2001 — 2006
BS, Mathematics with a concentration of Statistics
Startup Institute June 2015 - Present
JCDS, Boston's Jewish Community Day School July 2014 - February 2015
Taglit-Birthright Israel 2013 - 2013
Bank of America 2009 - 2013
Ironleaf June 2008 - November 2009
Skills
Chinese, Banking, Retail Banking, Sales, Accounting, Foreign Languages, Notary Public, Finance, Management, Marketing, Public Speaking, Account Reconciliation, Loans, Microsoft Word, Financial Analysis, Social Networking, Leadership, Customer Service, Strategic Planning, Analysis, Microsoft Office, Accounts Receivable, Event Planning, Microsoft Excel, Research, PowerPoint, Time Management
Education
StartUp Institute
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General, Cum Laude
Mayanot Institute of Jewish Studies 2013 — 2013
Jewish/Judaic Studies
Kollel
Jewish/Judaic Studies
ORA Clinical October 2014 - Present
Schedulepros October 2013 - October 2014
Bank of America September 2008 - December 2008
Fleet Bank April 2001 - June 2003
Fleet Bank July 1997 - April 2001
Bronner Slosberg Humphrey July 1996 - July 1997
Bronner Slosberg Humphrey July 1995 - July 1996
Trans National Communications August 1994 - July 1995
John H. Harland Company August 1990 - August 1994
Skills
Direct Marketing, Account Management, Vendor Management, Relationship Building, Organization Skills, Time Management, Microsoft Office, Client Expectations..., Executive Calendar..., Sales Process
Education
University of Massachusetts - Isenberg School of Management, Amherst MA 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing, Cum Laude
Maynard High school
MassMutual Financial Group 2005 - Present
Bank of America 2001 - 2005
Aetna / ING 1998 - 2004
Nims & Associates 1997 - October 1998
The Hartford 1993 - 1997
Skills
Project Management, SDLC, Program Management, Visio, SharePoint, Process Improvement, Leadership, Software Project..., Software Development, SQL, IT Strategy, IT Management, Integration, Business Requirements, Quality Assurance, Agile Methodologies, Training, Requirements Gathering, Testing, Information Technology, MS Project, PMP, Software Documentation, COBOL
Education
University of Massachusetts, Amherst
Bachelor of Science, Information Systems Management
Naugatuck Valley Community College
Associates of Science, Computer Programming
Bank of America September 2010 - Present
Education
Obirin University, Tokyo, Japan 1990 — 1991
International Business
University of Oxford - Said Business School 1989 — 1990
International Business
University of Massachusetts, Amherst 1986 — 1989
Bachelor of Science (BS), International Business
Wayfair February 2014 - Present
Bank of America May 2013 - February 2014
The Regal Beagle September 2010 - January 2014
Bertucci's Italian Restaurant November 2007 - August 2010
Volo Horse Farm June 2006 - April 2010
Skills
Restaurant Management, Restaurants, Inventory Management, Customer Service, Scheduling, Culinary, Culinary Skills, Management, Process Scheduler, Sales, Time Management, Training, Employee Training, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, CRM
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor, Psychology
Bank of America January 2007 - Present
Bank of America January 2006 - December 2006
Bank of America January 2005 - December 2005
Skills
Treasury Management, Cash Management, Banking, Credit Cards, Commercial Banking, Accounts Payable, Loans, Cold Calling, Customer Service, ACH, CRM, Treasury Services, Development of..., Merchant Services, Commercial Lending, S.P.I.N Selling, Building Client...
Education
University of Massachusetts Lowell 1997 — 2002
Business Administration, Finance
Spencer Technologies October 2014 - Present
Bell Oldow June 2014 - October 2014
Integration Partners November 2009 - May 2014
Covidien March 2009 - November 2009
EDS, an HP Company 2004 - 2008
Bank of America 2004 - 2004
Fleet Bank 1999 - 2003
Bank of Boston 1989 - 1998
Bank of Boston 1985 - 1998
Bank of Boston 1991 - 1995
Skills
Outlook, Product Management, Excel, Teamwork, Word, Telecommunications, PowerPoint, Strategy, Project Management, Vendor Management, Management, Microsoft Excel, Managed Services, Project Planning, Leadership, Microsoft Word, Troubleshooting, Sales, Unified Communications, VoIP, Networking, Switches
Education
University of Massachusetts, Amherst 1976 — 1980
BA, Psychology
Framingham High School 1973 — 1976
Temple Beth Am
Self-Employed December 2013 - Present
Marc Jacobs Intl. February 2012 - November 2013
Blastro Networks December 2011 - February 2012
Marc Jacobs May 2008 - February 2012
SkyRide Productions March 2008 - November 2011
Red Circle Films December 2007 - February 2008
Bank of America February 2005 - October 2007
Skills
Final Cut Pro, Premiere, Video Editing, Social Media, Marketing, Photoshop, Video Production, Videography, Apple Motion, Adobe Creative Suite, Video Compression, Web Video, Motion Graphics, Canon DSLR, Mac, Sony Camcorders, Panasonic Camcorders, MPEG Streamclip, CRM, Fashion, Drums, Sales, Non-linear Editing, Media Management, Video Lighting, Photography, Event Photography, Portfolio Management, Public Relations
Education
University of Massachusetts, Amherst 1999 — 2003
Bachelors, Dual concentration in video production and interpersonal communication
Remedy Partners Inc. December 2014 - August 2015
Bank of America May 2014 - November 2014
LiveHealthier November 2012 - May 2013
Atlantic Media Company May 2012 - August 2012
PerformLine, Inc. November 2010 - May 2012
SDL International September 2009 - November 2010
Slate Magazine June 2008 - March 2009
Hanley Wood June 2007 - May 2008
Siteworx March 2005 - April 2007
Skills
Web Development, .NET, C#, Python, JavaScript, CMS, Strategy, CSS, HTML 5, Web Applications, Agile Methodologies, HTML, Databases, jQuery
Education
University of Massachusetts, Amherst 2000 — 2004
BS
Framingham High School
Oracle May 2013 - Present
CarBuyCo May 2012 - March 2013
Bank of America February 2006 - May 2012
Enterprise Rent-A-Car March 2000 - February 2006
Enterprise Rent-A-Car 2000 - 2006
Skills
Sales, Forecasting, Microsoft Excel, Account Management, Team Leadership, Sales Management, Inventory Management, Customer Service, Retail, Team Building, Sales Operations, Leadership, Purchasing, Inventory Control, Customer Retention
Education
UMass Lowell
University of Massachusetts at Lowell
BS, Criminal Justice
Bank of America 2009 - Present
Carrabba's Italian Grill August 2004 - 2009
Skills
Banking, Retail Banking, Cash Management
Education
University of Massachusetts Lowell
BSBA, Managment
Bank of America July 2014 - Present
RSA, The Security Division of EMC April 2013 - July 2014
RSA The Security Division of EMC July 2010 - April 2013
Pfizer February 2004 - June 2010
Skills
SDLC, Vendor Management, GRC, RSA Security, Integration, Archer, eGRC, Information Security, Governance, Business Analysis, Enterprise Software, Information Security..., Security, CISSP, IT Strategy, Process Improvement, Risk Management, Disaster Recovery, Business Process, Enterprise Architecture, Business Process..., Management, Program Management
Education
University of Massachusetts, Amherst 1999 — 2003
BA, Organizational Behavior
StonehamBank December 2013 - Present
Bank of America January 2012 - December 2013
Mortgage Network April 2010 - December 2011
Citi 2007 - 2008
GE Money Bank 2004 - 2007
Skills
Banking, Business Development, Management, Credit, Mortgage Lending, Sales Management, Sales, Account Management, Negotiation, Cross-functional Team..., Customer Service, Risk Management, Training, New Business Development, Commercial Banking, Commercial Lending, Credit Analysis, Finance, Loans
Education
University of Massachusetts at Lowell 2012 — 2016
Manning School of Business, Candidate for MBA Degree
University of Massachusetts, Amherst
B.A., Communication
Bank of America November 2014 - Present
Bank of America September 2009 - October 2014
Heritage Industries of North Shore ARC July 2009 - September 2009
Randstad December 2003 - June 2009
Randstad June 2002 - December 2003
Randstad February 2000 - June 2002
Skills
Employee Relations, Performance Management, Employment Law, Organizational..., Coaching, Recruiting, Onboarding, Talent Acquisition, Talent Management, Interviews, Training, Human Resources, PeopleSoft, Technical Recruiting, Employee Engagement, Succession Planning, Deferred Compensation, Workforce Planning, Employee Benefits, HR Policies, Personnel Management
Education
University of Massachusetts, Amherst
Bachelor's Degree
FM Global May 2013 - Present
IDC December 2012 - January 2013
Citizens Bank April 2012 - August 2012
Emd Serono January 2011 - November 2011
EMD Serono April 2010 - October 2010
One Communications February 2007 - June 2008
Bank of America March 2006 - July 2006
Frist Marblehead December 2005 - March 2006
Bank of America February 2005 - September 2005
Tacs Inc. March 2003 - April 2004
Skills
Access, Python, Microsoft SQL Server, VBA, CSS, Business Intelligence, Troubleshooting, Analytics, Visual Basic, XHTML, Databases, Microsoft Excel, Database Design, SQL, Visio
Education
University of Massachusetts, Amherst 1986 — 1991
Bachelor's Degree
JPMorgan Chase & Co. September 2012 - Present
Macquarie Group 2011 - 2012
Millennium Capital November 2010 - May 2011
BNP Paribas August 2008 - October 2010
Merrill Lynch November 2007 - July 2008
Banc of America Securities July 2006 - November 2007
Bank of America 2005 - 2007
Credit Suisse 2005 - 2006
Citi 2004 - 2005
Lehman Brothers September 2000 - October 2004
Skills
Red Hat Linux, Solaris, Unix, Linux, Sun, Unix Shell Scripting, Veritas Volume Manager, Shell Scripting, Performance Tuning, High Performance..., RedHat, Ubuntu, Grid Computing, System Administration, High Availability, Storage, TCP/IP, NetApp, Veritas, Apache, Ksh, NAS, Trading Systems, Disaster Recovery, Clustering, Bash, NFS, Cluster, Veritas Cluster Server, Integration, Servers, Architecture, Server Architecture, Linux System..., SAN, Firewalls, Infrastructure, Netbackup, Scripting, Oracle RAC, Low Latency, Business Continuity, Electronic Trading, Enterprise Architecture, Exchange Connectivity, Operating Systems, Market Data, System Architecture, VMware ESX
Education
Pune University
University of Massachusetts Lowell
Liberty Mutual Insurance June 2015 - Present
Liberty Mutual Insurance April 2015 - June 2015
Liberty Mutual Insurance January 2013 - April 2015
Bank of America June 2009 - December 2012
Bank of America October 2006 - June 2009
Partners Healthcare 2004 - 2006
Skills
Employee Relations, Recruiting, Applicant Tracking..., HRIS, PeopleSoft, Talent Acquisition, Performance Management, Affirmative Action, Sourcing, Organizational..., Change Management, Benefits Administration, Talent Management, Human Resources, Employee Benefits, College Recruiting, Data Analysis
Education
University of Massachusetts at Lowell 1999 — 2003
Bachelor of Science (BS), Business (Marketing and Management)
Merrill Lynch February 2005 - Present
Bank of America July 2002 - February 2005
Fleet Bank March 2000 - February 2002
Skills
Salesforce.com, Series 7, series 66, Notary Public, Thomson One
Education
University of Massachusetts, Amherst 1988 — 1992
Management
Cambridge Advisors to Family Enterprise November 2012 - Present
Brandeis University March 2009 - July 2012
Bank of America 2006 - 2007
Harvard University 2006 - 2006
Staples Corporate 2006 - 2006
Joslin Clinic 2006 - 2006
Staples 2006 - 2006
iParty Retail Stores January 2001 - December 2005
Boston Scientific 2005 - 2005
Network World Magazine 2000 - 2005
Skills
Graphic Design, Brochures, Social Media, Advertising, Publishing, Art, Adobe Creative Suite, InDesign, Graphics, Editing, Magazines, Marketing, Marketing Strategy, Project Management, Email Marketing
Education
University of Massachusetts, Amherst 1972 — 1976
TekSystems WebSphere AdministratorBank of America2007 - Present
Bank of America September 2012 - July 2014
ECI Telecom 2000 - 2003
Skills
Unix, Enterprise Architecture, Websphere, SDLC, SOA, Unix Shell Scripting, WebSphere Application..., Java Enterprise Edition, Scripting, Oracle, COBOL, DB2, AIX, Agile Methodologies, Disaster Recovery, Java, WebSphere Process Server, WebSphere MQ, Web Services, XML
Education
University of Massachusetts, Amherst 1969 — 1973
immixGroup, Inc. June 2015 - Present
immixGroup June 2014 - Present
immixGroup June 2013 - May 2014
immixGroup September 2010 - May 2013
immixGroup July 2009 - October 2010
FOLIOfn April 2009 - June 2009
Caras and Shulman, P.C. August 2007 - September 2008
Bank of America March 2007 - August 2007
Bank of America August 2005 - March 2007
Coca-Cola Enterprises July 2004 - July 2005
Skills
Technical Recruiting, Training, Management, Time Management, Marketing, Microsoft Office, Process Improvement, Account Management, Program Management, Sales, Selling, CRM, Contract Negotiation, Salesforce.com, SaaS, Leadership, Business Development, Contract Management, Solution Selling, Enterprise Software
Education
University of Massachusetts, Amherst
BA, Economics, Psychology, Chinese
MHS
Bank of America OLB Test execution team managerBank of AmericaSeptember 2007 - July 2015
Bank of America January 2007 - September 2007
Skills
Testing, E-commerce, SDLC, System Testing, Test Management, Quality Center, Waterfall, Test Planning, Software Quality..., User Acceptance Testing, Release Management, Test Automation, Manual Testing, QTP, HP Quality Center
Education
University of Massachusetts, Amherst 1969 — 1979
J.P. Morgan January 2008 - Present
Bank of America June 2004 - December 2007
Education
University of Massachusetts, Amherst 1999 — 2003
B.S., Finance, Psychology
Bank of America Operations ManagerBernie's1995 - 2002
Education
University of Massachusetts, Amherst 1993 — 1997
Bank of America April 2002 - April 2009
Education
University of Massachusetts, Amherst 1976 — 1980
Wheeler School 1969 — 1976
Bank of America April 2010 - Present
PricewaterhouseCoopers March 2005 - November 2009
Computer Sciences Corporation 2003 - 2005
AutoNation 2002 - 2003
Global Crossing 1999 - 2003
The Walt Disney Company 1998 - 1999
Hughes Electronics 1994 - 1998
Skills
Cash Management, Treasury Management, Treasury, Management Consulting, Sarbanes-Oxley Act, Cash Flow Forecasting, Risk Management, Financial Modeling, Financial Reporting, Process Improvement, Corporate Finance, Working Capital..., Internal Audit, Valuation, Banking, Financial Services, Variance Analysis, Capital Markets, Business Process..., Financial Accounting, Enterprise Risk..., Managerial Finance, FX Options, Financial Analysis, Cash Flow, Business Process..., Hedging, Project Finance, Forecasting, Internal Controls, SEC filings, Portfolio Management, Derivatives, Credit Analysis, Commercial Banking, Accounting, Financial Risk, Acquisition Integration, Payments, Auditing, Executive Management, Private Equity, Investment Banking, Mergers & Acquisitions, Due Diligence, Finance, Strategic Financial..., Credit Risk, Restructuring, Credit
Education
University of Massachusetts Lowell 1988 — 1992
BS, Accounting
UnitedHealth Group February 2011 - Present
Bank of America March 2010 - January 2011
Dale Carnegie Training January 2008 - January 2010
Brookline Bank February 2004 - January 2007
American Consumer Credit Counseling December 2001 - January 2004
Skills
Business Development, Coaching, Customer Satisfaction, Human Resources, Leadership, Management Consulting, Program Management, Recruiting, Sales Management, Strategy, Team Leadership, Teamwork, Training, Strategic Planning, CRM, Management, Sales
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor's of Science, Economics
Boston Latin Academy
Dale Carnegie Training
Bank of America Project ManagerBank of America/Columbia Management2004 - Present
Columbia Management 2004 - Present
Putnam Investments 2000 - 2004
Education
University of Massachusetts, Amherst 1988 — 1992
Citizens Financial Group, Inc. December 2014 - Present
Liberty Mutual Group September 2010 - August 2013
Bank of America March 2006 - February 2010
Carroll & Associates May 2003 - February 2006
Fidelity Investments September 2000 - April 2003
Fleet Bank April 1998 - August 2000
The Kessler Group 1990 - 1998
Skills
Leadership, Cross-functional Team..., Marketing Strategy, Marketing, Integrated Marketing, Multi-channel Marketing, Lead Generation, Customer Acquisition, Customer Loyalty..., Product Marketing, Direct Marketing, CRM, Strategic Partnerships, Analytics, Marketing Research, Segmentation, Database Marketing, Competitive Analysis, Management, Relationship Marketing, Strategic Planning, Sales, Market Analysis, Email Marketing, Digital Marketing, Online Marketing, Marketing Management, Business Planning
Education
University of Massachusetts, Amherst 1978 — 1982
Economics
Citizens Bank October 2009 - Present
Bank of America September 2006 - March 2007
Bank of America January 2006 - September 2006
Skills
Risk Management, Internal Audit, Banking, Auditing, AML, Commercial Banking, Financial Institutions, Regulations, Credit, Internal Controls, Loans, Anti Money Laundering, Financial Services, Portfolio Management
Education
University of Massachusetts Lowell 1999 — 2003
BS, Criminal Justice
Wells Fargo Home Mortgage September 2001 - Present
Bank of America September 1993 - August 2001
Education
University of Massachusetts, Amherst 1980 — 1984
BA
Thermo Fisher Scientific 2011 - Present
Bank of America 2006 - 2011
HADASSAH, THE WOMEN’S ZIONIST ORG. OF AMERICA 2002 - 2006
Information Sciences Institute 2001 - 2002
Skills
Human Resources, Microsoft Office, Social Media, Recruiting, Marketing, Budgets, Event Planning
Education
University of Massachusetts, Amherst 1997 — 2001
Bachelor of Arts, Psychology
Bank of America October 2008 - Present
Bank of America April 2008 - January 2010
Bank of America June 2007 - April 2008
Bank of America August 2006 - June 2007
Bank of America July 2005 - July 2006
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Arts, Communications
U S Trust Bank of America 1967 - 2009
Bank of America 1967 - 2009
Education
University of Massachusetts, Amherst 1963 — 1967
BA, Economics
Merrill Lynch May 2004 - Present
Bank of America April 2003 - May 2004
Boston Stock Exchange January 2000 - April 2003
Education
University of Massachusetts
Bank of America 2005 - Present
MBNA 2005 - 2006
CBS Television Distribution 2002 - 2005
Britemoon 2000 - 2002
Kessler Financial Services 1998 - 2000
Digitas 1993 - 1998
Skills
Account Management, Marketing Strategy, Marketing, Strategic Partnerships, Management, CRM, Sales, Business Development, Strategic Planning, Strategy, Direct Marketing, Lead Generation, Analytics, Sales Management, Negotiation, Project Management, Leadership, Cross-functional Team..., Digital Marketing, Integrated Marketing
Education
University of Massachusetts, Amherst
Bank of America July 2011 - Present
Morgan Stanley May 2006 - June 2011
Accenture January 2001 - May 2006
Education
University of Massachusetts Lowell
Bachelor's Degree, Finance
Lesley Roberts Consulting, LLC 2013 - Present
Bank of America 1996 - 2013
Safecard Services/Ideon June 1994 - June 1996
KBJ Architects, Inc. 1984 - 1994
Cabot Cabot & Forbes 1974 - 1975
Skills
Internal Communications, Marketing Communications, Corporate Communications, Employee Engagement, Leadership Development, Project Management, Relationship Management, Team Building, Human Resources, Strategic Planning, Communication Skills, Market Research, Online Research, Financial Services, Change Management, Investments, Leadership, Management, Marketing, Program Management, Wealth Management, Asset Management, Banking
Education
University of Massachusetts, Amherst 1967 — 1971
BA, Sociology
Beaver High School 1965 — 1967
Deutsche Bank January 2010 - Present
Citi 2007 - 2009
Bank of America June 2005 - July 2007
ABN AMRO Bank N.V. July 1996 - July 2005
Florida International University August 1991 - July 1996
Data resources inc May 1989 - June 1991
Skills
Portfolio Management, Capital Markets, Private Banking, Wealth Management, Hedge Funds, Fixed Income, Alternative Investments, Asset Managment, Asset Management, Series 7, Due Diligence, Financial Risk
Education
University of Massachusetts, Amherst 1983 — 1989
Ph.D, Economics
University of Wisconsin-Madison 1981 — 1983
Master of Science (MS), Economics
University of Vermont 1977 — 1981
BA, Economics
Wellesley Senior High School 1971 — 1977
Citi April 2013 - Present
Santa Barbara Bank & Trust July 2011 - April 2013
Citibank February 2002 - July 2011
PMRDC July 1993 - October 2001
Bank of America May 1991 - June 1993
Skills
Loans, Credit, Customer Service, Credit Analysis, Valuation, Portfolio Management, Banking, Financial Risk, Financial Services, Financial Analysis, Loan Origination, Commercial Lending, Commercial Banking, Mortgage Lending
Education
University of San Francisco
MA, Economics
University of Massachusetts, Amherst
BA, Economics
Fidelity Investments 2011 - Present
Bank of America January 2010 - July 2011
Fidelity Investments 2004 - 2009
Boston Herald September 2003 - January 2005
United States Postal Service June 1999 - August 2004
Cape Cod Baseball League May 2003 - September 2003
Skills
401k, Financial Services, Media Relations, Retirement, Relationship Management, Series 63, Mutual Funds, Business Analysis, Employee Benefits, Series 6
Education
University of Massachusetts, Amherst 1998 — 2002
BA, Journalism
New Penn Motor Express August 2015 - Present
The Kraft Group September 2013 - Present
UPS January 2015 - July 2015
UPS October 2014 - January 2015
UPS July 2014 - September 2014
UPS October 2013 - July 2014
Bank of America October 2009 - March 2013
WPRI Media December 2009 - May 2010
WHDH-TV December 2008 - June 2009
WLNE April 2001 - October 2008
Skills
Avid, Breaking News, Broadcast, Broadcast Journalism, Broadcast Television, ENPS, Television, Video Production, Direct Sales, Pharmaceutical Sales, Marketing Communications, Marketing, Communication Skills, Media Relations, Social Media
Education
University of Massachusetts, Amherst 1991 — 1995
Bachelor of Arts (BA), Communication and Media Studies
Middlesex Financial Group March 2007 - Present
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Commonwealth Financial Network 2012 - 2014
Bank of America January 2004 - March 2007
FleetBoston Financial December 2000 - January 2004
Museum of Fine Arts, Boston May 1992 - March 1998
Westin Hotels and Resorts March 1988 - October 1991
Intercontinental Hotels 1986 - 1988
Skills
Risk Management, Mortgage Lending, AAMS-Accredited Asset..., Investments, Finance, Management, Banking, Portfolio Management, Securities, Retail Banking, Commercial Lending, Financial Analysis
Education
University of Massachusetts, Amherst 1982 — 1984
B.S., HRTA
Citizens Bank 2009 - Present
Bank of America 1990 - 2009
Skills
Mortgage Lending, Loans, Banking, Relationship Management, Wealth Management, Commercial Lending, Series 7, Loan Origination, Retail Banking, Credit, Commercial Banking, Consumer Lending
Education
University of Massachusetts Lowell 1968 — 1971
Associates, Education
Bank of America Home Loans February 2002 - Present
Bank of America 2002 - Present
North America Mortgage Company (Dime Savings Bank of NYC) February 1994 - February 2002
Fleet Mortgage ;Fleet Bank January 1986 - January 1994
Education
University of Massachusetts, Amherst
Bachelors, Economics
Performance and Attribution December 2014 - Present
The Boston Company January 2007 - Present
GIPS 1900 - 2014
GIPS 1900 - 2014
Bank of America April 2004 - January 2005
Columbia Management (Bank of America) February 1998 - March 2004
John Hancock Advisors March 1995 - February 1998
Education
University of Massachusetts, Amherst 1981 — 1983
BS, HRTA
Santander Bank, N.A. November 2014 - Present
Santander Bank, N.A. October 2012 - Present
Sovereign Bank March 2010 - October 2012
Bank of America August 2005 - December 2009
Citizens Bank November 2002 - August 2005
Skills
Banking, Sales Management, Compliance, Customer Service, Credit, Retail Banking, Commercial Banking, Consumer Lending, Deposits, Customer Relations, Coaching, Problem Solving, Mentoring, Change Management, Team Building, Performance Management, Employee Relations, Team Leadership, Analysis, Business Analysis, Microsoft Office, Hiring
Education
University of Massachusetts Lowell 2000 — 2004
BS, Business Administration
Bank of America May 2015 - Present
Bank of America December 2006 - Present
Fidelity Investments 2006 - 2006
Fidelity Investments 2004 - 2006
Fidelity Investments 2000 - 2002
Fidelity Investments 1996 - 1999
Skills
User-centered Design, Web Design, Creative Direction, User Interface Design, Fireworks, Art Direction, Prototyping, Mac, User Experience
Education
University of Massachusetts, Amherst 1985 — 1990
BA, Engineering, Art
Bank of America October 2011 - Present
Accretive Technologies Inc. August 2001 - October 2011
First Data Corporation April 1990 - August 2001
Skills
IT Strategy, SDLC, Requirements Analysis, Enterprise Architecture, Visio, Requirements Gathering, Systems Analysis, Data Warehousing, SOA, SharePoint, Solution Architecture, Business Analysis, Performance Engineering, Disaster Recovery, IT Infrastructure Design
Education
University of Massachusetts, Amherst 1989 — 1991
master of Electrical and Computer Engineering, Computer Engineering
University of Nebraska-Lincoln 1981 — 1984
Bachelor of Science (BS), Mathematics and Computer Science
Robert Half January 2015 - Present
Robert Half International October 2011 - Present
Bank of America October 2004 - October 2011
Enterprise Rent-A-Car September 2001 - October 2004
Skills
Temporary Placement, Recruiting, Relationship Management, Customer Satisfaction, Banking, Finance, Sales Process, Employee Relations, Sales Management, Sales, Process Improvement, Training, Management, Leadership, Performance Management, Customer Experience, Consumer Lending, Hiring, Customer Service
Education
University of Massachusetts, Amherst 1997 — 2001
BS, Economics
Bank of America August 2006 - Present
Skills
Banking, Mortgage Lending, Credit Analysis, Loans, Credit
Education
University of Massachusetts at Lowell 1987 — 1992
MBA, Finance
University of Massachusetts at Lowell 1979 — 1987
Bachelor of Science, Management
Surescripts 2014 - Present
Natural Insight June 2012 - January 2014
Bank of America June 2011 - August 2011
Accurate Counts June 2011 - August 2011
Accurate Counts January 1998 - January 2004
Skills
Analysis, Product Management, Project Management, Sales, Management, Process Improvement, SaaS, Business Strategy, Start-ups, Business Analysis, Strategic Planning, Salesforce.com, Competitive Analysis
Education
Boston University - School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Massachusetts Lowell 1994 — 1998
BS, Exercise Physiology
cchs
Bank of America Project Development ManagerBYL Bank Group1998 - 2000
Education
University of Massachusetts, Amherst 1984 — 1989
BBA, Finance
radius financial group inc. April 2012 - Present
Genesis May 2001 - September 2001
Bank of America 1996 - 1999
John Hancock June 1990 - 1996
Skills
CSS, JavaScript, Microsoft SQL Server, ASP.NET, VB.NET, Expression Web, HTML 5, C#, JScript, Access, ASP, HTML, Requirements Analysis, Unix, Visual Basic, Databases, SQL
Education
University of Massachusetts, Amherst
Bachelor's degree, Mathematics and Statistics
Wells Fargo August 2015 - Present
Bank of America February 2015 - July 2015
Wells Fargo June 2014 - February 2015
Bank of America August 2013 - April 2014
Wells Fargo January 2012 - June 2013
Bank of America August 2010 - July 2011
Wachovia, A Wells Fargo Company September 2009 - August 2010
Bank of America March 2007 - November 2008
Wachovia, A Wells Fargo Company March 2006 - October 2006
Wachovia, A Wells Fargo Company August 2005 - December 2005
Education
University of Massachusetts, Amherst 1987 — 1991
Liberal Arts, History, Economics
Federal Home Loan Bank of Boston May 2009 - Present
Vitale Caturano June 2008 - February 2009
Bank of America August 2006 - June 2008
Skills
Risk Management, Banking, Financial Risk, Credit, Credit Risk, Portfolio Management, Derivatives, Fixed Income, Loans, Financial Analysis, Business Analysis, Mortgage Lending, Capital Markets, Bloomberg, Business Intelligence
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), History
University of Massachusetts, Boston
Bachelor of Arts (B.A.), History
Bank of America June 2009 - November 2009
JPMorgan Chase June 2006 - November 2007
JPMorgan Chase June 2006 - September 2007
Countrywide Mortgage Services November 2005 - June 2006
Countrywide November 2005 - June 2006
Champion Mortgage August 2004 - September 2005
The Mobile Solution June 2003 - January 2004
The Mobile Solution November 2002 - June 2003
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, Hotel, Restaurant, Travel Management
University of Massachusetts, Amherst
Bachelors of Science
Bank of America 2001 - 2011
Education
University of Phoenix-Charlotte Campus 2005 — 2006
Master of Business Administration (MBA), Global Business Management
University of Massachusetts at Lowell 1990 — 1995
Bachelor's degree, Accounting and Finance
WorldPay August 2005 - Present
Bank of America January 2000 - July 2005
Lucent Technologies January 1998 - January 2000
Skills
Merchant Services, New Business Development, Sales, Customer Acquisition, Customer Retention, PCI Standards, Payment Card Processing, Mobile Payments, Electronic Payments, Payment Gateways, Payment Industry
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), International Education, Graduated Cum Laude
State Street July 2013 - Present
Bank of America January 2008 - July 2013
State Street Corporation September 2007 - January 2008
State Street Corporation April 2006 - August 2007
Education
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Arts, Mathematics and Economics
Bank of America January 2011 - August 2012
IBM September 2007 - December 2009
Motorola January 2006 - August 2007
Sun Microsytems 2003 - 2004
Skills
Unix, Security, Program Management, Project Management, Vendor Management, Process Improvement, Integration, Cross-functional Team..., Management, PMP, Business Analysis, ITIL, Team Leadership, Cloud Computing, Product Management, Data Center
Education
University of Massachusetts, Amherst 1995 — 1999
Bachelor of Science (BS), Biology, General
Bank of America May 2013 - Present
Deutsche Bank 2009 - 2012
Natixis October 2006 - October 2008
Capital Research Group July 2004 - September 2006
Bank of America September 1999 - June 2004
Bank of America June 1996 - August 1999
Skills
Capital Markets, Market Risk, Securitization, Derivatives, Risk Management, Alternative Investments, Credit Risk, Bonds, Equities, Finance, Financial Risk, Loans, Commodity, Financial Structuring, Analysis
Education
University of Massachusetts, Amherst 1988 — 1995
Doctor of Philosophy (Ph.D.), Banking and Financial Support Services
BNY Mellon April 2015 - Present
Bank of America March 2009 - September 2014
Advantage Equity February 2007 - May 2008
National Mortgage Company November 2006 - January 2007
Skills
Reporting & Analysis, VBA, Microsoft Excel, MS Excel Pivot Tables, Microsoft Office, Internet Savvy, Research, Foreclosures, Applications, Loss Mitigation, Loans, Mortgage Lending, Credit, Mortgage Banking, Banking, Loan Origination, Credit Analysis, Residential Mortgages, Refinance, Mortgage Servicing, Corporate Communications, Commercial Lending
Education
University of Pittsburgh 2003 — 2005
Bachelor of Science (B.S.), Economics
University of Massachusetts, Amherst 2001 — 2003
Bachelor's degree, Economics
Bank of America IT ExpertProdubanMarch 2015 - Present
Skills
Call Centers, Banking, Software Documentation, Retail Banking, Credit Cards, Credit, Business Analysis, Management, Vendor Management, Relationship Management, Team Building
Education
University of Massachusetts, Amherst 1987 — 1991
Engineering
Bank of America June 2010 - Present
Education
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Arts (BA), Communications
Bank of America 2009 - 2012
ERNST&YOUNG October 2005 - December 2008
J.P. Morgan October 2004 - January 2005
Five Star Home Health Care January 2004 - April 2004
US Navy August 1997 - August 2001
Skills
Auditing, Internal Audit, Accounting, Internal Controls, Account Reconciliation, Finance
Education
University of Massachusetts, Amherst 2004 — 2005
Masters of Science, Accounting
University of Massachusetts, Amherst 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Information Systems
United States Navy Technical Training School
Disbursing Clerk Technical Training, Payroll Administration
Bank of America February 2014 - Present
Bank of America February 2014 - Present
New Generation Construction Company, Ltd. January 2010 - December 2013
Skills
Performance Management, Purchasing, Project Management, Windows, Microsoft Office, Adobe Acrobat, Proficient with...
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Science in Economics & Arts in Chinese, Economics & Art of Chinese