Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Brian Hirt Brian Hirt's Bank of America Experience June 2012 - August 2012
Job Crude Oil Options
Industry Capital Markets
Experience
Marquette Partners July 2013 - Present
Bank of America June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Financial Mathematics
Marquette Partners July 2013 - Present
Bank of America June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Michigan 2009 — 2013
Bachelor of Science (B.S.), Financial Mathematics
Fatematuz Chamak Fatematuz Chamak's Bank of America Experience June 2011 - July 2011
Job Civic Engagement Intern at APIAVote
Industry International Affairs
Experience
APIAVote June 2014 - Present
New Sector Alliance 2015 - 2015
University of Michigan Housing December 2013 - April 2014
University of Michigan Health System June 2013 - November 2013
Undergraduate Research Opportunity Program October 2012 - April 2013
State of Michigan Department of Transportation June 2011 - August 2011
Bank of America June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Community Outreach, Nonprofits
Education
Gerald R. Ford School of Public Policy 2014 — 2016
Public Policy, International Relations and Affairs/ Human Rights
University of Michigan 2012 — 2016
Bachelor's degree, Public Policy
APIAVote June 2014 - Present
New Sector Alliance 2015 - 2015
University of Michigan Housing December 2013 - April 2014
University of Michigan Health System June 2013 - November 2013
Undergraduate Research Opportunity Program October 2012 - April 2013
State of Michigan Department of Transportation June 2011 - August 2011
Bank of America June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Community Outreach, Nonprofits
Education
Gerald R. Ford School of Public Policy 2014 — 2016
Public Policy, International Relations and Affairs/ Human Rights
University of Michigan 2012 — 2016
Bachelor's degree, Public Policy
Tracy M. Kerrins Tracy M. Kerrins's Bank of America Experience June 2014 - Present
Job COO: Global Commercial and Wholesale Banking Technology
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America June 2012 - Present
Education
University of Michigan 1994 — 1998
Industrial and Operations Engineering, Engineering
Bank of America June 2014 - Present
Bank of America June 2012 - Present
Education
University of Michigan 1994 — 1998
Industrial and Operations Engineering, Engineering
Deepali Bhavsar Deepali Bhavsar's Bank of America Experience February 2012 - January 2013
Job Underwriter at BMO Private Bank
Industry Banking
Experience
BMO Private Banking March 2015 - Present
BMO Harris Bank July 2014 - February 2015
BMO Harris Bank January 2013 - July 2014
Bank of America February 2012 - January 2013
Bank of America June 2009 - February 2012
Skills
Finance, Data Entry, Customer Satisfaction, Risk Management, Human Resources, Microsoft Excel, Financial Analysis, Spreadsheets, Auditing, Banking, Customer Service, Office Management, Office Administration, Outlook, Project Planning, PowerPoint, Microsoft Word
Education
University of Michigan 2003 — 2007
Master of Science, Finance
University of Michigan 2003 — 2007
Bachelor of Arts, Psychology
BMO Private Banking March 2015 - Present
BMO Harris Bank July 2014 - February 2015
BMO Harris Bank January 2013 - July 2014
Bank of America February 2012 - January 2013
Bank of America June 2009 - February 2012
Skills
Finance, Data Entry, Customer Satisfaction, Risk Management, Human Resources, Microsoft Excel, Financial Analysis, Spreadsheets, Auditing, Banking, Customer Service, Office Management, Office Administration, Outlook, Project Planning, PowerPoint, Microsoft Word
Education
University of Michigan 2003 — 2007
Master of Science, Finance
University of Michigan 2003 — 2007
Bachelor of Arts, Psychology
Byron Ray Byron Ray's Bank of America Experience February 2003 - August 2008
Job AVP Financial Analyst at Umpqua Bank
Industry Banking
Experience
Umpqua Bank February 2009 - Present
Bank of America February 2003 - August 2008
Skills
Banking, Customer Service, Finance, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Risk Management, Consumer Lending, Credit Analysis, Refinance, Residential Mortgages
Education
University of Michigan
Umpqua Bank February 2009 - Present
Bank of America February 2003 - August 2008
Skills
Banking, Customer Service, Finance, Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Risk Management, Consumer Lending, Credit Analysis, Refinance, Residential Mortgages
Education
University of Michigan
James M. Semeyn James M. Semeyn's Bank of America Experience January 2009 - September 2010
Job Private Mortgage Banker at Wells Fargo Private Mortgage Banking NMLSR ID: 461800
Industry Financial Services
Experience
Wells Fargo Home Mortgage September 2010 - Present
Bank of America January 2009 - September 2010
National City Mortgage September 2001 - October 2008
B. F. Saul Mortgage Company 1986 - 1991
IFS 1982 - 1986
Skills
Mortgage Banking, FHA financing, VA loans, 203K, NMLS Licensed, Cash Out, Investment Property..., Self-Employed Borrowers, Jumbos, Direct Lender, Foreign National Loans, Jumbo Mortgage, Adjustable, Fixed Rate Mortgages, Remortgage, Transfers Of Equity, Mortgage Underwriting, Government Loans, FHA, Cooperative Financing, Asset-Based Lending, Bridge Financing, Titling in LLC, Upper Bracket Financing..., Training, Public Speaking, Mortgage Trends, Residential Mortgages, Finance, Reverse Mortgages
Education
University of Michigan 1974 — 1979
BA, Education, Foreign Language, History
Wells Fargo Home Mortgage September 2010 - Present
Bank of America January 2009 - September 2010
National City Mortgage September 2001 - October 2008
B. F. Saul Mortgage Company 1986 - 1991
IFS 1982 - 1986
Skills
Mortgage Banking, FHA financing, VA loans, 203K, NMLS Licensed, Cash Out, Investment Property..., Self-Employed Borrowers, Jumbos, Direct Lender, Foreign National Loans, Jumbo Mortgage, Adjustable, Fixed Rate Mortgages, Remortgage, Transfers Of Equity, Mortgage Underwriting, Government Loans, FHA, Cooperative Financing, Asset-Based Lending, Bridge Financing, Titling in LLC, Upper Bracket Financing..., Training, Public Speaking, Mortgage Trends, Residential Mortgages, Finance, Reverse Mortgages
Education
University of Michigan 1974 — 1979
BA, Education, Foreign Language, History
Danielle Reese Danielle Reese's Bank of America Experience June 2011 - February 2014
Job Assistant Banking Center Manager at Bank of America
Industry Banking
Experience
It's Your Day LLC October 2013 - Present
Bank of America June 2011 - February 2014
Walgreens September 2009 - June 2011
Skills
Customer Service, Microsoft Office, Banking, Customer Satisfaction, Risk Management, Management, Leadership Development, Training, Sales, Coaching, Team Leadership, Retail, Leadership, Microsoft Word, Team Building, Microsoft Excel, PowerPoint, Budgets, Event Planning, Sales Management, Payroll, Social Networking, Accounting, Administration, Employee Relations, Social Media, Social Media Marketing, Event Management, Financial Reporting
Education
Oakland University 2014 — 2017
BSN, Nursing
University of Michigan 2004 — 2010
Bachelor of Science (BS), Evolutionary Anthropology
It's Your Day LLC October 2013 - Present
Bank of America June 2011 - February 2014
Walgreens September 2009 - June 2011
Skills
Customer Service, Microsoft Office, Banking, Customer Satisfaction, Risk Management, Management, Leadership Development, Training, Sales, Coaching, Team Leadership, Retail, Leadership, Microsoft Word, Team Building, Microsoft Excel, PowerPoint, Budgets, Event Planning, Sales Management, Payroll, Social Networking, Accounting, Administration, Employee Relations, Social Media, Social Media Marketing, Event Management, Financial Reporting
Education
Oakland University 2014 — 2017
BSN, Nursing
University of Michigan 2004 — 2010
Bachelor of Science (BS), Evolutionary Anthropology
Stephanie Slavkin Stephanie Slavkin's Bank of America Experience 2008 - 2009
Job Managing Director at Bank of Montreal
Industry Banking
Experience
Bank of Montreal 2002 - Present
Bank of America 2008 - 2009
Aon Capital Markets, Inc. 1999 - 2002
Duff & Phelps Credit Ratings, Inc. (now Fitch, Inc.) 1997 - 1999
BancAmerica Securities, Inc. 1996 - 1997
Bank of America, NT&SA 1994 - 1996
Skills
Private Equity, Financial Structuring, Investment Banking, Debt Restructuring, Credit, Restructuring, Hedge Funds, Negotiation, Financial Analysis, Leveraged Finance, Bloomberg, Credit Risk, Corporate Finance, Creditors' Rights, Commercial Banking, Credit Analysis, Bankruptcy, Mergers & Acquisitions, Capital Markets, Securitization, Investments, Financial Modeling, Fixed Income, Asset Based Lending, Bonds, Securities, LBO, Private Placements, Distressed Debt, Deal Structuring, Corporate Law, Valuation, Business Valuation, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
BBA
Glenbard South High School
Glenbard South High School
Glenbard South High School
Bank of Montreal 2002 - Present
Bank of America 2008 - 2009
Aon Capital Markets, Inc. 1999 - 2002
Duff & Phelps Credit Ratings, Inc. (now Fitch, Inc.) 1997 - 1999
BancAmerica Securities, Inc. 1996 - 1997
Bank of America, NT&SA 1994 - 1996
Skills
Private Equity, Financial Structuring, Investment Banking, Debt Restructuring, Credit, Restructuring, Hedge Funds, Negotiation, Financial Analysis, Leveraged Finance, Bloomberg, Credit Risk, Corporate Finance, Creditors' Rights, Commercial Banking, Credit Analysis, Bankruptcy, Mergers & Acquisitions, Capital Markets, Securitization, Investments, Financial Modeling, Fixed Income, Asset Based Lending, Bonds, Securities, LBO, Private Placements, Distressed Debt, Deal Structuring, Corporate Law, Valuation, Business Valuation, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1992 — 1994
BBA
Glenbard South High School
Glenbard South High School
Glenbard South High School
Danielle Rogers, PMP Danielle Rogers, PMP's Bank of America Experience June 2014 - August 2014
Job MBA Candidate at University of North Carolina KenanFlagler Business School
Industry Information Technology and Services
Experience
Bank of America June 2014 - August 2014
General Electric June 2011 - April 2013
Hewlett-Packard November 2008 - May 2011
Electronic Data Systems July 2007 - October 2008
Applied Mathematical Sciences Summer Institute June 2006 - August 2006
Skills
ITIL, PMP, IT Management, PMO, Project Management, Analysis, Testing
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Bank of America June 2014 - August 2014
General Electric June 2011 - April 2013
Hewlett-Packard November 2008 - May 2011
Electronic Data Systems July 2007 - October 2008
Applied Mathematical Sciences Summer Institute June 2006 - August 2006
Skills
ITIL, PMP, IT Management, PMO, Project Management, Analysis, Testing
Education
UNC Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Caron Catana Caron Catana's Bank of America Experience August 2015 - Present
Job Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
Lowe's Companies, Inc. May 2013 - August 2015
Lowe's Home Improvement March 2008 - May 2013
The Home Depot August 2006 - December 2007
Education
University of Michigan 1991 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of America August 2015 - Present
Lowe's Companies, Inc. May 2013 - August 2015
Lowe's Home Improvement March 2008 - May 2013
The Home Depot August 2006 - December 2007
Education
University of Michigan 1991 — 1997
Bachelor of Arts (B.A.), English Language and Literature, General
Robert Knop's Bank of America Experience September 2004 - October 2009
Job Strategy, digital, social media, process, customer experience and analytics. AVP, Integrated Marketing at Pacific Life
Industry Marketing and Advertising
Experience
Pacific Life September 2013 - Present
American Funds January 2012 - September 2013
Capital Group October 2009 - January 2012
Bank of America September 2004 - October 2009
eUniverse February 2003 - August 2004
Skills
Social Media, Business Strategy, E-commerce, Sales, Marketing Strategy, Business Development, Marketing Communications, Social Media Marketing, Strategic Planning, Lead Generation, Online Advertising, Integrated Marketing, Advertising, Digital Marketing, Strategic Communications, Product Management, New Customer..., Segmentation, Product Marketing, Digital Strategy, E-commerce Consulting, E-commerce Optimization, Social Media Strategist, Social Media Consulting, Management, B2B, Strategy, Marketing, Start-ups, Financial Services, Customer Acquisition, Leadership, Online Marketing, Program Management
Education
University of Michigan
Pacific Life September 2013 - Present
American Funds January 2012 - September 2013
Capital Group October 2009 - January 2012
Bank of America September 2004 - October 2009
eUniverse February 2003 - August 2004
Skills
Social Media, Business Strategy, E-commerce, Sales, Marketing Strategy, Business Development, Marketing Communications, Social Media Marketing, Strategic Planning, Lead Generation, Online Advertising, Integrated Marketing, Advertising, Digital Marketing, Strategic Communications, Product Management, New Customer..., Segmentation, Product Marketing, Digital Strategy, E-commerce Consulting, E-commerce Optimization, Social Media Strategist, Social Media Consulting, Management, B2B, Strategy, Marketing, Start-ups, Financial Services, Customer Acquisition, Leadership, Online Marketing, Program Management
Education
University of Michigan
Amy Reardon Amy Reardon's Bank of America Experience March 2011 - January 2014
Job Client Service Coordinator at Bridgewater Associates
Industry Investment Management
Experience
Bridgewater Associates February 2014 - Present
Bank of America March 2011 - January 2014
Bank of America June 2008 - March 2011
Skills
Banking, Credit, FHA, Investment Properties, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages
Education
University of Michigan 2004 — 2008
BA, Economics, Philosophy
Bridgewater Associates February 2014 - Present
Bank of America March 2011 - January 2014
Bank of America June 2008 - March 2011
Skills
Banking, Credit, FHA, Investment Properties, Loans, Mortgage Banking, Mortgage Lending, Refinance, Residential Mortgages
Education
University of Michigan 2004 — 2008
BA, Economics, Philosophy
Case Easton Case Easton's Bank of America Experience 2006 - Present
Job Investment Manager at Bank of America
Industry Banking
Experience
Bank of America 2006 - Present
Skills
Investments, Financial Analysis, Financial Reporting, Investment Banking, Stock Management
Education
University of Michigan
Bachelor of Commerce (BCom)
Bank of America 2006 - Present
Skills
Investments, Financial Analysis, Financial Reporting, Investment Banking, Stock Management
Education
University of Michigan
Bachelor of Commerce (BCom)
Erica Chan Erica Chan's Bank of America Experience May 2011 - August 2011
Job Investment Analyst at Prudential Real Estate Investors
Industry Real Estate
Experience
PNC June 2014 - August 2014
AARP January 2012 - April 2014
General Electric June 2013 - August 2013
Vanriel International Trading Limited May 2012 - August 2012
Bank of America May 2011 - August 2011
Skills
Mandarin, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Finance, Economics, Chinese, Access, Accounting, Statistics, Financial Accounting, Research, Leadership, Analysis, Microsoft Word, Public Speaking, Data Analysis
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Real Estate
Parkway North High School 2007 — 2011
High School Diploma
PNC June 2014 - August 2014
AARP January 2012 - April 2014
General Electric June 2013 - August 2013
Vanriel International Trading Limited May 2012 - August 2012
Bank of America May 2011 - August 2011
Skills
Mandarin, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Finance, Economics, Chinese, Access, Accounting, Statistics, Financial Accounting, Research, Leadership, Analysis, Microsoft Word, Public Speaking, Data Analysis
Education
University of Michigan 2011 — 2015
Bachelor of Business Administration (BBA), Finance & Real Estate
Parkway North High School 2007 — 2011
High School Diploma
Mark Simmer Mark Simmer's Bank of America Experience 2006 - 2008
Job Division Director Macquarie Credit Investment Management Inc.
Industry Investment Management
Experience
Macquarie Group September 2008 - Present
Unite.Do.Live LLC April 2011 - Present
Ennovations Inc 2012 - 2012
Bank of America 2006 - 2008
Skills
Valuation, Financial Modeling, Fixed Income, Bloomberg, Hedge Funds, Investments, Portfolio Management
Education
University of Michigan 2002 — 2006
BBA, Business and Economics
Greenhills High School 1998 — 2002
Macquarie Group September 2008 - Present
Unite.Do.Live LLC April 2011 - Present
Ennovations Inc 2012 - 2012
Bank of America 2006 - 2008
Skills
Valuation, Financial Modeling, Fixed Income, Bloomberg, Hedge Funds, Investments, Portfolio Management
Education
University of Michigan 2002 — 2006
BBA, Business and Economics
Greenhills High School 1998 — 2002
Sam Cleary Sam Cleary's Bank of America Experience July 2013 - May 2014
Job Leveraged Finance Analyst at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2013 - May 2014
Bank of America June 2012 - July 2013
Skills
Capital Markets, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Data Analysis, Financial Analysis, Risk Management, Finance, Due Diligence, Fixed Income, Corporate Finance, Economics, Investment Banking, Financial Risk
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Bank of America Merrill Lynch June 2014 - Present
Bank of America July 2013 - May 2014
Bank of America June 2012 - July 2013
Skills
Capital Markets, Financial Modeling, Bloomberg Terminal, Bloomberg, Valuation, Data Analysis, Financial Analysis, Risk Management, Finance, Due Diligence, Fixed Income, Corporate Finance, Economics, Investment Banking, Financial Risk
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration, Finance
Lauren Benzie Lauren Benzie's Bank of America Experience June 2014 - Present
Job Product Marketing Specialist at Bank of America
Industry Marketing and Advertising
Experience
Bank of America June 2014 - Present
Edelman June 2013 - August 2013
Sullivan June 2012 - August 2012
Fresh May 2011 - August 2011
Skills
CisionPoint, Quantcast, Microsoft Office, WordPress, Accounting Applications, Social Media, Marketing Strategy, French, Positive Employee..., Creative Writing, International Relations, Product Marketing, PowerPoint, Social Media Marketing, Media Relations
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Organizational Studies, Graduated with Distinction
Bank of America June 2014 - Present
Edelman June 2013 - August 2013
Sullivan June 2012 - August 2012
Fresh May 2011 - August 2011
Skills
CisionPoint, Quantcast, Microsoft Office, WordPress, Accounting Applications, Social Media, Marketing Strategy, French, Positive Employee..., Creative Writing, International Relations, Product Marketing, PowerPoint, Social Media Marketing, Media Relations
Education
University of Michigan 2010 — 2014
Bachelor's Degree, Organizational Studies, Graduated with Distinction
Christopher Rocha Christopher Rocha's Bank of America Experience June 2008 - December 2010
Job Consultant
Industry Restaurants
Experience
Chick-fil-A January 2013 - Present
Deloitte Consulting March 2011 - December 2012
Bank of America June 2008 - December 2010
Frito Lay May 2007 - August 2007
Related March 2007 - May 2007
Verizon May 2004 - August 2006
Carlton Forge Works June 2003 - May 2004
The Boeing Company May 2002 - August 2002
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master
University of Southern California 1998 — 2003
Bachelor of Science
Alpha Phi Alpha
CoreNet MCR Seminar
Chick-fil-A January 2013 - Present
Deloitte Consulting March 2011 - December 2012
Bank of America June 2008 - December 2010
Frito Lay May 2007 - August 2007
Related March 2007 - May 2007
Verizon May 2004 - August 2006
Carlton Forge Works June 2003 - May 2004
The Boeing Company May 2002 - August 2002
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
Master
University of Southern California 1998 — 2003
Bachelor of Science
Alpha Phi Alpha
CoreNet MCR Seminar
Gary Fabian's Bank of America Experience 2009 - May 2010
Job Chief Financial Officer at Stearns Lending
Industry Financial Services
Experience
Stearns Lending May 2012 - Present
MetLife Home Loans May 2010 - April 2012
Bank of America 2009 - May 2010
Countrywide Home Loans 2003 - 2009
Redwood Credit Union 1999 - 2003
North American Mortgage 1990 - 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Financial Reporting, Mortgage Banking, P&L Management, Business Strategy
Education
University of Michigan
BBA, Business Administration and Accounting
Stearns Lending May 2012 - Present
MetLife Home Loans May 2010 - April 2012
Bank of America 2009 - May 2010
Countrywide Home Loans 2003 - 2009
Redwood Credit Union 1999 - 2003
North American Mortgage 1990 - 1999
Skills
Strategic Planning, Financial Analysis, Budgeting, Financial Reporting, Mortgage Banking, P&L Management, Business Strategy
Education
University of Michigan
BBA, Business Administration and Accounting
Aimee Symington's Bank of America Experience January 2001 - January 2003
Job Etiquette Expert, Instructor, and Speaker
Industry Professional Training & Coaching
Experience
Finesse Worldwide, Inc. January 2011 - Present
Successful Kids, Inc. January 2004 - December 2011
Bank of America January 2001 - January 2003
Skills
Public Speaking, Leadership Development, Coaching, Entrepreneurship, Business etiquette, Children's etiquette, International Protocol, Dining etiquette, Electronic etiquette, Networking, Teaching, Social Media, Social Networking, Etiquette, Dining Etiquette, Training, Protocol, Team Building, Leadership, Event Management, Customer Service, Strategic Planning, Sales
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Communication
Roeper City & Country School 1975 — 1986
High School
Finesse Worldwide, Inc. January 2011 - Present
Successful Kids, Inc. January 2004 - December 2011
Bank of America January 2001 - January 2003
Skills
Public Speaking, Leadership Development, Coaching, Entrepreneurship, Business etiquette, Children's etiquette, International Protocol, Dining etiquette, Electronic etiquette, Networking, Teaching, Social Media, Social Networking, Etiquette, Dining Etiquette, Training, Protocol, Team Building, Leadership, Event Management, Customer Service, Strategic Planning, Sales
Education
University of Michigan 1986 — 1990
Bachelor of Arts, Communication
Roeper City & Country School 1975 — 1986
High School
Cassandra Lenahan Cassandra Lenahan's Bank of America Experience September 2002 - March 2005
Job Experienced Marketing and Communications Professional
Industry Financial Services
Experience
Gargiulo + Partners 2010 - Present
Citi Private Bank April 2005 - November 2008
Bank of America September 2002 - March 2005
JPMorgan Private Bank August 1997 - August 2002
Merrill Lynch 1993 - 1997
Skills
Financial Services, Alternative Investments, Strategy
Education
French Culinary Institute 2010 — 2011
Classic Culinary Arts
University of Michigan 1989 — 1993
BA, International Relations
American School in London 1988 — 1989
Gargiulo + Partners 2010 - Present
Citi Private Bank April 2005 - November 2008
Bank of America September 2002 - March 2005
JPMorgan Private Bank August 1997 - August 2002
Merrill Lynch 1993 - 1997
Skills
Financial Services, Alternative Investments, Strategy
Education
French Culinary Institute 2010 — 2011
Classic Culinary Arts
University of Michigan 1989 — 1993
BA, International Relations
American School in London 1988 — 1989
Hadi Badreddine Hadi Badreddine's Bank of America Experience January 2010 - January 2012
Job Branch Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2012 - Present
Bank of America January 2010 - January 2012
Charter One Bank April 2003 - April 2009
Skills
Retail, Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Commercial Lending, Cross Selling, Refinance, Relationship Management, Portfolio Management, Lines Of Credit, Branch Management
Education
University of Michigan
Bachelor's degree, English
University of Michigan
Bachelor's degree, Psychology
JPMorgan Chase January 2012 - Present
Bank of America January 2010 - January 2012
Charter One Bank April 2003 - April 2009
Skills
Retail, Loans, Credit, Mortgage Lending, Banking, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Commercial Lending, Cross Selling, Refinance, Relationship Management, Portfolio Management, Lines Of Credit, Branch Management
Education
University of Michigan
Bachelor's degree, English
University of Michigan
Bachelor's degree, Psychology
Dan Picmann's Bank of America Experience September 2008 - January 2009
Job Senior Associate at Post Advisory Group
Industry Investment Management
Experience
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Post Advisory Group August 2014 - Present
J.P. Morgan July 2013 - July 2014
Alvarez & Marsal March 2013 - June 2013
University of Michigan Ross School of Business September 2011 - February 2013
UBS Investment Bank June 2012 - August 2012
Bank of America Merrill Lynch January 2009 - June 2011
Bank of America September 2008 - January 2009
Bank of America June 2007 - August 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Banking, Private Equity, Due Diligence, Risk Management, Credit Analysis, Commercial Banking, Credit Risk
Education
University of Michigan Business School 2011 — 2013
MBA
Western Michigan University - Haworth College of Business 2002 — 2006
Undergraduate, Finance, Accountancy
Kaytie Smith Kaytie Smith's Bank of America Experience February 2002 - October 2010
Job Implementation Coordinator at Mortgage Builder Software
Industry Information Technology and Services
Experience
Mortgage Builder Software April 2013 - Present
JPMorgan Chase 2010 - 2012
Bank of America February 2002 - October 2010
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Mortgage Banking, Loan Origination, Microsoft Applications, Leadership, Cross Selling, Branch Management, Deposits, Relationship Management, Branch Banking, AML, Coaching, Customer Service, Lines Of Credit, Training, Financial Services, Credit Cards, Cash Management, Home Equity Loans, Home Equity Lines of..., Operational Risk, Operational Risk..., Sales, Residential Mortgages, Refinance, Bank Secrecy Act, KYC, SBA, Internet Banking, Merchant Services, Financial Institutions, Finance, OFAC, Banking Relationships, Credit Unions, Time Management, Core Banking, Financial Transactions, USA PATRIOT Act, Teller Operations, Electronic Payments, ACH, Debit Cards, Payments, Wealth Management
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Masters in Management (M.M.), Management
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Mortgage Builder Software April 2013 - Present
JPMorgan Chase 2010 - 2012
Bank of America February 2002 - October 2010
Skills
Loans, Banking, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Mortgage Banking, Loan Origination, Microsoft Applications, Leadership, Cross Selling, Branch Management, Deposits, Relationship Management, Branch Banking, AML, Coaching, Customer Service, Lines Of Credit, Training, Financial Services, Credit Cards, Cash Management, Home Equity Loans, Home Equity Lines of..., Operational Risk, Operational Risk..., Sales, Residential Mortgages, Refinance, Bank Secrecy Act, KYC, SBA, Internet Banking, Merchant Services, Financial Institutions, Finance, OFAC, Banking Relationships, Credit Unions, Time Management, Core Banking, Financial Transactions, USA PATRIOT Act, Teller Operations, Electronic Payments, ACH, Debit Cards, Payments, Wealth Management
Education
Walsh College of Accountancy and Business Administration 2010 — 2013
Masters in Management (M.M.), Management
University of Michigan 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Jason Leblang Jason Leblang's Bank of America Experience June 2012 - Present
Job US Institutional Equities Analyst Sales & Trading at Bank of America Merrill Lynch
Industry Capital Markets
Experience
Bank of America June 2012 - Present
First New York Securities May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Financial Analysis, C++, Corporate Finance, Matlab, Economics, Social Media, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America June 2012 - Present
First New York Securities May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Microsoft Word, Financial Analysis, C++, Corporate Finance, Matlab, Economics, Social Media, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Susan Merrill Susan Merrill's Bank of America Experience February 2007 - June 2011
Job CPA, MBA
Industry Accounting
Experience
Citadel LLC September 2013 - Present
The Dannon Company June 2012 - August 2012
Bank of America February 2007 - June 2011
Merrill Lynch June 2006 - February 2007
Skills
Accounting, Fund Accounting, Fund Administration, Relationship Management, Financial Analysis, Strategic Planning, Business Strategy, Financial Services, Finance, Analytics, Market Research, Competitive Analysis, Banking, Strategy, Forecasting, Marketing Strategy, Microsoft Excel, Emerging Markets, Financial Modeling, Budgets, Brand Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Villanova University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Citadel LLC September 2013 - Present
The Dannon Company June 2012 - August 2012
Bank of America February 2007 - June 2011
Merrill Lynch June 2006 - February 2007
Skills
Accounting, Fund Accounting, Fund Administration, Relationship Management, Financial Analysis, Strategic Planning, Business Strategy, Financial Services, Finance, Analytics, Market Research, Competitive Analysis, Banking, Strategy, Forecasting, Marketing Strategy, Microsoft Excel, Emerging Markets, Financial Modeling, Budgets, Brand Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Villanova University 2002 — 2005
Bachelor of Business Administration (BBA), Finance, General
Christopher Staggs Christopher Staggs's Bank of America Experience September 2011 - November 2012
Job Owner lansingparty.com
Industry Transportation/Trucking/Railroad
Experience
LansingParty.com February 2012 - Present
Staggs Properties LLC May 2010 - Present
Lickity Split Express December 2011 - May 2014
Huntington National Bank November 2012 - June 2013
Bank of America September 2011 - November 2012
Chase June 2008 - September 2011
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Lines Of Credit, Mortgage Lending, Credit, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking
Education
University of Michigan
Bachelor of Engineering (B.E.)
LansingParty.com February 2012 - Present
Staggs Properties LLC May 2010 - Present
Lickity Split Express December 2011 - May 2014
Huntington National Bank November 2012 - June 2013
Bank of America September 2011 - November 2012
Chase June 2008 - September 2011
Skills
Consumer Lending, Small Business Lending, Branch Management, Loans, Retail Banking, Lines Of Credit, Mortgage Lending, Credit, Commercial Banking, Commercial Lending, Loan Origination, Mortgage Banking
Education
University of Michigan
Bachelor of Engineering (B.E.)
Steve Lukas Steve Lukas's Bank of America Experience July 2006 - Present
Job accountant at Bank of America
Industry Banking
Experience
Bank of America July 2006 - Present
Bank of America November 2006 - August 2010
Education
University of Michigan
Bank of America July 2006 - Present
Bank of America November 2006 - August 2010
Education
University of Michigan
Sherri Nazarian Sherri Nazarian's Bank of America Experience February 2001 - July 2006
Job Attorney at Smaili & Associates
Industry Law Practice
Experience
Smaili & Associates July 2013 - Present
Public Counsel Law Center March 2012 - February 2013
Law Offices July 2011 - February 2012
LA County DA's Office, Appellate Division October 2010 - May 2011
University of Michigan Law Library January 2008 - May 2009
CountryWide Home Loans August 2006 - April 2007
Bank of America February 2001 - July 2006
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Courts, Civil Litigation, Commercial Litigation, Mediation, Trials, Employment Law, Licensing, Appeals, Bankruptcy, Corporate Law, Criminal Law, Arbitration, Personal Injury, Lexis, Immigration Law
Education
University of Michigan Law School 2007 — 2010
Doctor of Law (JD)
Smaili & Associates July 2013 - Present
Public Counsel Law Center March 2012 - February 2013
Law Offices July 2011 - February 2012
LA County DA's Office, Appellate Division October 2010 - May 2011
University of Michigan Law Library January 2008 - May 2009
CountryWide Home Loans August 2006 - April 2007
Bank of America February 2001 - July 2006
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Courts, Civil Litigation, Commercial Litigation, Mediation, Trials, Employment Law, Licensing, Appeals, Bankruptcy, Corporate Law, Criminal Law, Arbitration, Personal Injury, Lexis, Immigration Law
Education
University of Michigan Law School 2007 — 2010
Doctor of Law (JD)
Arvind Suresh's Bank of America Experience June 2008 - July 2009
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Merrill Lynch Wealth Management, Bank of America June 2010 - May 2012
Bank of America Merrill Lynch July 2009 - June 2010
Bank of America June 2008 - July 2009
Microsoft Corporation May 2007 - August 2007
Skills
Capital Markets, Analysis, Strategy, Finance, Financial Analysis, Business Strategy, Management Consulting, Strategic Financial..., Financial Services, Business Process..., Financial Modeling, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Strategy
Deloitte October 2014 - Present
Deloitte May 2013 - August 2013
Merrill Lynch Wealth Management, Bank of America June 2010 - May 2012
Bank of America Merrill Lynch July 2009 - June 2010
Bank of America June 2008 - July 2009
Microsoft Corporation May 2007 - August 2007
Skills
Capital Markets, Analysis, Strategy, Finance, Financial Analysis, Business Strategy, Management Consulting, Strategic Financial..., Financial Services, Business Process..., Financial Modeling, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Strategy
Johanna Newman Johanna Newman's Bank of America Experience May 2010 - September 2011
Job Business Analyst at Lash Group
Industry Pharmaceuticals
Experience
Lash Group October 2011 - Present
Bank of America May 2010 - September 2011
Charlotte Athletic Club September 2008 - April 2010
New Line Cinema March 2004 - July 2008
Education
University of Michigan 1993 — 1997
BA, General Studies
Lash Group October 2011 - Present
Bank of America May 2010 - September 2011
Charlotte Athletic Club September 2008 - April 2010
New Line Cinema March 2004 - July 2008
Education
University of Michigan 1993 — 1997
BA, General Studies
Frank Cheng Frank Cheng's Bank of America Experience July 2010 - March 2012
Job Computer Science PhD Student at University of Michigan
Industry Internet
Experience
University of Michigan May 2015 - Present
University of Michigan January 2014 - May 2015
Justanswer.com March 2012 - June 2013
Bank of America July 2010 - March 2012
University of Chicago Booth School of Business February 2009 - August 2010
Sears Holdings Corporation June 2009 - August 2009
University of Chicago Booth School of Business December 2008 - January 2009
Mizuho Corporate Bank June 2008 - September 2008
HSBC July 2007 - August 2007
Skills
R, Financial Modeling, Economics, Matlab, Mandarin, Valuation, Data Analysis, Monte Carlo Simulation, Chinese, Microsoft Excel, Python, SQL, SAS, Data Mining, Quantitative Finance, Stata, Analysis, Java, Analytics, VBA, Statistical Modeling, Statistics, Quantitative Analytics, Econometrics, Portfolio Management, Time Series Analysis, Predictive Modeling
Education
University of Michigan 2015 — 2020
PhD (expected), Computer Science
University of Michigan 2013 — 2015
Master's degree, Statistics
The University of Chicago 2006 — 2010
B.A, Physics and Economics
University of Michigan May 2015 - Present
University of Michigan January 2014 - May 2015
Justanswer.com March 2012 - June 2013
Bank of America July 2010 - March 2012
University of Chicago Booth School of Business February 2009 - August 2010
Sears Holdings Corporation June 2009 - August 2009
University of Chicago Booth School of Business December 2008 - January 2009
Mizuho Corporate Bank June 2008 - September 2008
HSBC July 2007 - August 2007
Skills
R, Financial Modeling, Economics, Matlab, Mandarin, Valuation, Data Analysis, Monte Carlo Simulation, Chinese, Microsoft Excel, Python, SQL, SAS, Data Mining, Quantitative Finance, Stata, Analysis, Java, Analytics, VBA, Statistical Modeling, Statistics, Quantitative Analytics, Econometrics, Portfolio Management, Time Series Analysis, Predictive Modeling
Education
University of Michigan 2015 — 2020
PhD (expected), Computer Science
University of Michigan 2013 — 2015
Master's degree, Statistics
The University of Chicago 2006 — 2010
B.A, Physics and Economics
Jeremy Singh's Bank of America Experience September 2008 - August 2009
Job Senior Associate / Account Manager at State Street
Industry Financial Services
Experience
State Street January 2015 - Present
Avasara Events Boston November 2011 - Present
State Street August 2014 - January 2015
Singh Household May 2012 - August 2014
2BProductions July 2011 - December 2012
Substitute Teacher Milton Public Schools February 2010 - June 2011
Tutoring Plus September 2009 - June 2010
Bank of America September 2008 - August 2009
Jsinghfitness September 2007 - September 2008
State Street July 2004 - July 2007
Skills
Entrepreneurship, Project Management, Start-ups, Strategic Planning, Business Strategy, Strategy, Financial Analysis, Management, Marketing, Business Development, Marketing Strategy, Business Analysis, Due Diligence, New Business Development, Investments, Microsoft Office, Microsoft Excel, Data Analysis, Team Building, Leadership, Accounting, Budgets, Finance, Business Planning, Financial Services
Education
University of Michigan 1999 — 2003
BA, Philosophy
Lexington High School 1995 — 1999
State Street January 2015 - Present
Avasara Events Boston November 2011 - Present
State Street August 2014 - January 2015
Singh Household May 2012 - August 2014
2BProductions July 2011 - December 2012
Substitute Teacher Milton Public Schools February 2010 - June 2011
Tutoring Plus September 2009 - June 2010
Bank of America September 2008 - August 2009
Jsinghfitness September 2007 - September 2008
State Street July 2004 - July 2007
Skills
Entrepreneurship, Project Management, Start-ups, Strategic Planning, Business Strategy, Strategy, Financial Analysis, Management, Marketing, Business Development, Marketing Strategy, Business Analysis, Due Diligence, New Business Development, Investments, Microsoft Office, Microsoft Excel, Data Analysis, Team Building, Leadership, Accounting, Budgets, Finance, Business Planning, Financial Services
Education
University of Michigan 1999 — 2003
BA, Philosophy
Lexington High School 1995 — 1999
Anthony DeFilippo Anthony DeFilippo's Bank of America Experience June 2012 - August 2012
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2013 - Present
Kenan-Flagler Business School July 2011 - May 2013
Bank of America June 2012 - August 2012
Motorola Solutions June 2008 - June 2011
Skills
Strategy, Strategic Planning, Team Leadership, Management Consulting, CRM, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Consulting, Sustainable Enterprise, Global Supply Chain Management
University of Michigan 2004 — 2008
BSE, Electrical Engineering, Mathematics
Deloitte October 2013 - Present
Kenan-Flagler Business School July 2011 - May 2013
Bank of America June 2012 - August 2012
Motorola Solutions June 2008 - June 2011
Skills
Strategy, Strategic Planning, Team Leadership, Management Consulting, CRM, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Consulting, Sustainable Enterprise, Global Supply Chain Management
University of Michigan 2004 — 2008
BSE, Electrical Engineering, Mathematics
Brian Ubell Brian Ubell's Bank of America Experience 2000 - 2003
Job Veteran Financial Services Professional Municipal Sector
Industry Financial Services
Experience
Robert W. Baird & Co. August 2009 - July 2014
Wachovia/Wells Fargo February 2005 - July 2009
Sterne Agee 2003 - 2005
Bank of America 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts with Highest Honors, Economics
Robert W. Baird & Co. August 2009 - July 2014
Wachovia/Wells Fargo February 2005 - July 2009
Sterne Agee 2003 - 2005
Bank of America 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
Master of Business Administration, Finance, GMAT Score; 700, 97th Percentile
University of North Carolina at Chapel Hill 1991 — 1995
Bachelor of Arts with Highest Honors, Economics
Liz Urschel Liz Urschel's Bank of America Experience June 2013 - August 2013
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte September 2015 - Present
Treacy & Company June 2014 - August 2014
Bank of America June 2013 - August 2013
Impact Enterprises March 2013 - April 2013
NBCUniversal, Inc. 2010 - 2012
NBCUniversal, Inc. 2008 - 2010
NBCUniversal, Inc. February 2007 - February 2008
Freelance Film Production April 2006 - December 2006
United States Senate July 2006 - October 2006
William Morris Agency May 2004 - December 2004
Skills
Public Speaking, Microsoft Office, Photography, Social Media, Budgets, Mac, Facebook, Event Planning, Writing, Blogging, Research, Photoshop, Social Media Marketing, Leadership, Advertising, Social Networking, Microsoft Word, Microsoft Excel, Strategic Partnerships, Project Management, Broadcast, Management, Marketing, Training, iMovie, Data Analysis, Strategic Planning, PowerPoint, Strategy, Video, Coaching, Performance Motivation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Master of Business Administration (MBA) & Master of Public Policy (MPP)
University of Virginia 2001 — 2005
B.A., English Language & Literature
Deloitte September 2015 - Present
Treacy & Company June 2014 - August 2014
Bank of America June 2013 - August 2013
Impact Enterprises March 2013 - April 2013
NBCUniversal, Inc. 2010 - 2012
NBCUniversal, Inc. 2008 - 2010
NBCUniversal, Inc. February 2007 - February 2008
Freelance Film Production April 2006 - December 2006
United States Senate July 2006 - October 2006
William Morris Agency May 2004 - December 2004
Skills
Public Speaking, Microsoft Office, Photography, Social Media, Budgets, Mac, Facebook, Event Planning, Writing, Blogging, Research, Photoshop, Social Media Marketing, Leadership, Advertising, Social Networking, Microsoft Word, Microsoft Excel, Strategic Partnerships, Project Management, Broadcast, Management, Marketing, Training, iMovie, Data Analysis, Strategic Planning, PowerPoint, Strategy, Video, Coaching, Performance Motivation
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2015
Master of Business Administration (MBA) & Master of Public Policy (MPP)
University of Virginia 2001 — 2005
B.A., English Language & Literature
Brandon Boor's Bank of America Experience July 2014 - Present
Job Financial Services at Bank of America
Industry Banking
Experience
Bank of America July 2014 - Present
Worthington Industries February 2011 - July 2014
University of Michigan Ross School of Business August 2012 - May 2014
Worthington Industries March 2009 - February 2011
US Army June 2004 - March 2009
Skills
Change Management, Leadership, Lean Manufacturing, Inventory Management, Production Managment, Production Planning, Collaborative Leadership, Development Of Employees, steel processing, Supply Chain Management, Supplier Performance, sales and operations..., Operations Management, Strategic Planning, Operational Excellence, Management Consulting, Business Process..., Business Strategy, Operational Turnaround, Large Scale Change..., Steel, Process Improvement, Cross-functional Team..., Continuous Improvement, Operational Planning, Logistics, Supply Chain, Team Leadership, Leadership Development, Military, Forecasting, Manufacturing, Strategic Leadership, Organizational..., Organizational..., Supply Chain..., Business Analysis, Business Planning, Performance Management, International Business, Procurement, Process Engineering, Strategic Sourcing, Program Management, Business Process, Supply Management, Manufacturing Operations, Value Stream Mapping, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Virginia Military Institute 2000 — 2004
Bachelor of Arts (BA), Economics
Episcopal High School of Jacksonville 1999 — 2000
Jacksonville, FL, 11-12
Douglas Southall Freeman High School 1996 — 1999
Richmond, VA, Center for Leadership, Government, and Global Economics
Bank of America July 2014 - Present
Worthington Industries February 2011 - July 2014
University of Michigan Ross School of Business August 2012 - May 2014
Worthington Industries March 2009 - February 2011
US Army June 2004 - March 2009
Skills
Change Management, Leadership, Lean Manufacturing, Inventory Management, Production Managment, Production Planning, Collaborative Leadership, Development Of Employees, steel processing, Supply Chain Management, Supplier Performance, sales and operations..., Operations Management, Strategic Planning, Operational Excellence, Management Consulting, Business Process..., Business Strategy, Operational Turnaround, Large Scale Change..., Steel, Process Improvement, Cross-functional Team..., Continuous Improvement, Operational Planning, Logistics, Supply Chain, Team Leadership, Leadership Development, Military, Forecasting, Manufacturing, Strategic Leadership, Organizational..., Organizational..., Supply Chain..., Business Analysis, Business Planning, Performance Management, International Business, Procurement, Process Engineering, Strategic Sourcing, Program Management, Business Process, Supply Management, Manufacturing Operations, Value Stream Mapping, Strategy, Management
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA)
Virginia Military Institute 2000 — 2004
Bachelor of Arts (BA), Economics
Episcopal High School of Jacksonville 1999 — 2000
Jacksonville, FL, 11-12
Douglas Southall Freeman High School 1996 — 1999
Richmond, VA, Center for Leadership, Government, and Global Economics
Jennie McGuire's Bank of America Experience June 2006 - March 2013
Job Senior Financial Analyst at Select Nutrition
Industry Wholesale
Experience
Select Nutrition September 2014 - Present
Zipz Wine March 2013 - August 2014
Cheeky Details July 2012 - March 2013
Bank of America June 2006 - March 2013
Citi 2004 - 2005
Skills
Process Improvement, Financial Analysis, New Business Development, Financial Reporting, Intuitive, Attention To Detail, Seeing The Big Picture, Quantitative Analysis, Quantitative Research, Independent, Teamwork, Decision Making, Problem Solving, Testing, Excel, Microsoft Office, PowerPoint, Team Building, Derivatives, Wedding Industry, Creative Strategy, Social Media Blogging, Social Media Marketing, Social Media Consulting, Quantitative Analytics, Interest Rate..., Analysis, Product Control, Social Media, Management, Blogging, Microsoft Excel, Risk Management, Strategy, Marketing, Marketing Strategy, Project Management, Advertising, Finance, Leadership, Business Analysis, Strategic Planning, Event Planning, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan 2002 — 2006
BS&E, Industrial and Operations Engineering
Select Nutrition September 2014 - Present
Zipz Wine March 2013 - August 2014
Cheeky Details July 2012 - March 2013
Bank of America June 2006 - March 2013
Citi 2004 - 2005
Skills
Process Improvement, Financial Analysis, New Business Development, Financial Reporting, Intuitive, Attention To Detail, Seeing The Big Picture, Quantitative Analysis, Quantitative Research, Independent, Teamwork, Decision Making, Problem Solving, Testing, Excel, Microsoft Office, PowerPoint, Team Building, Derivatives, Wedding Industry, Creative Strategy, Social Media Blogging, Social Media Marketing, Social Media Consulting, Quantitative Analytics, Interest Rate..., Analysis, Product Control, Social Media, Management, Blogging, Microsoft Excel, Risk Management, Strategy, Marketing, Marketing Strategy, Project Management, Advertising, Finance, Leadership, Business Analysis, Strategic Planning, Event Planning, Data Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan 2002 — 2006
BS&E, Industrial and Operations Engineering
Douglas Marko, CFA Douglas Marko, CFA's Bank of America Experience January 2013 - February 2014
Job Financial Analyst
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners February 2014 - Present
Bank of America January 2013 - February 2014
XR Trading August 2008 - May 2012
Skills
High Frequency Trading, Equities, Trading, Options
Education
University of Michigan 2004 — 2008
BS, Economics, Mathematics
London School of Economics 2007 — 2008
Economics and Mathematics
Guggenheim Partners February 2014 - Present
Bank of America January 2013 - February 2014
XR Trading August 2008 - May 2012
Skills
High Frequency Trading, Equities, Trading, Options
Education
University of Michigan 2004 — 2008
BS, Economics, Mathematics
London School of Economics 2007 — 2008
Economics and Mathematics
Christopher Groshko Christopher Groshko's Bank of America Experience November 2003 - September 2005
Job AVP Retail Banking Sales & Service SECU of MD
Industry Financial Services
Experience
SECU - Maryland June 2011 - Present
Resource ROI April 2010 - May 2011
Union Bankshares Corporation May 2007 - April 2010
Union Bankshares Corporation September 2005 - April 2010
Bank of America November 2003 - September 2005
Bank of America April 2000 - November 2003
Pier 1 Imports March 1993 - April 2000
Macy's East July 1991 - March 1993
Skills
Workshop Facilitation, Performance Management, Leadership, Change Management, Coaching, Leadership Development, Talent Management, Training, Employee Engagement, Succession Planning, Business Process..., Human Resources, Public Speaking, Banking, Recruiting, Financial Services, Relationship Management, Business Strategy, New Business Development, Strategic Planning, Strategy, Management, Talent Acquisition, Analysis, Credit, Finance, Risk Management, Retail Banking, Loans, Sales
Education
University of Maryland College Park - Smith School of Business 2003 — 2005
MBA, Business Administration
University of Michigan 1987 — 1991
BA, Communications
SECU - Maryland June 2011 - Present
Resource ROI April 2010 - May 2011
Union Bankshares Corporation May 2007 - April 2010
Union Bankshares Corporation September 2005 - April 2010
Bank of America November 2003 - September 2005
Bank of America April 2000 - November 2003
Pier 1 Imports March 1993 - April 2000
Macy's East July 1991 - March 1993
Skills
Workshop Facilitation, Performance Management, Leadership, Change Management, Coaching, Leadership Development, Talent Management, Training, Employee Engagement, Succession Planning, Business Process..., Human Resources, Public Speaking, Banking, Recruiting, Financial Services, Relationship Management, Business Strategy, New Business Development, Strategic Planning, Strategy, Management, Talent Acquisition, Analysis, Credit, Finance, Risk Management, Retail Banking, Loans, Sales
Education
University of Maryland College Park - Smith School of Business 2003 — 2005
MBA, Business Administration
University of Michigan 1987 — 1991
BA, Communications
Jordan Eschler Jordan Eschler's Bank of America Experience January 2007 - July 2009
Job PhD Student at University of Washington
Industry Research
Experience
University of Washington September 2012 - Present
University of Washington January 2011 - August 2012
Bank of America January 2007 - July 2009
Los Angeles Universal Preschool May 2006 - November 2006
Premier America Credit Union April 2005 - May 2006
Darling Consulting Group May 2003 - April 2005
Massachusetts Division of Banks May 2001 - May 2003
Skills
Data Analysis, Access, Microsoft Excel, Research, Information Management, Analysis, Risk Management, Tableau, Financial Analysis, Project Management, ALM, Visio
Education
University of Washington 2009 — 2011
Masters of Science, Information Management
University of Michigan 1997 — 2001
BA, Economics & English
University of Washington September 2012 - Present
University of Washington January 2011 - August 2012
Bank of America January 2007 - July 2009
Los Angeles Universal Preschool May 2006 - November 2006
Premier America Credit Union April 2005 - May 2006
Darling Consulting Group May 2003 - April 2005
Massachusetts Division of Banks May 2001 - May 2003
Skills
Data Analysis, Access, Microsoft Excel, Research, Information Management, Analysis, Risk Management, Tableau, Financial Analysis, Project Management, ALM, Visio
Education
University of Washington 2009 — 2011
Masters of Science, Information Management
University of Michigan 1997 — 2001
BA, Economics & English
Audra Rodriguez Audra Rodriguez's Bank of America Experience February 2008 - March 2009
Job Hiring Manager at Advance Auto Parts
Industry Construction
Experience
Advance Auto Parts April 2014 - Present
Expressions of Hue April 2012 - Present
AutoZone June 2009 - February 2012
Bank of America February 2008 - March 2009
JPMorgan Chase January 2007 - February 2008
AAA Texas Insurance February 2006 - January 2007
General Motors June 1999 - April 2005
Kroger Food Stores July 1997 - May 1999
University of Michigan September 1992 - July 1997
Skills
Forecasting, Customer Satisfaction, Sales Operations, Sales, Leadership, Sales Management, Customer Retention, Management, Training, Team Building, New Business Development, Profit, Budgets, Product Development, Customer Service, Account Management, Program Management, Inventory Management, Competitive Analysis, P&L, Retail, Sales Process, B2B, Human Resources, Operations Management, Cold Calling, Time Management, Process Improvement, Pricing, Strategic Planning, Merchandising, Licensing, Cost Management, Income Statement, Banking, P&L Management, Automotive, Hiring, Coaching, College Recruiting, Screening Resumes, Behavioral Interviewing, Competency Based...
Education
University of Phoenix Dallas Campus 2003 — 2005
MBA, Business Administration
University of Michigan 1992 — 1995
BA, Political Science, African American African Studies
Lake Michigan College 1990 — 1992
AA, Accounting, Business
Advance Auto Parts April 2014 - Present
Expressions of Hue April 2012 - Present
AutoZone June 2009 - February 2012
Bank of America February 2008 - March 2009
JPMorgan Chase January 2007 - February 2008
AAA Texas Insurance February 2006 - January 2007
General Motors June 1999 - April 2005
Kroger Food Stores July 1997 - May 1999
University of Michigan September 1992 - July 1997
Skills
Forecasting, Customer Satisfaction, Sales Operations, Sales, Leadership, Sales Management, Customer Retention, Management, Training, Team Building, New Business Development, Profit, Budgets, Product Development, Customer Service, Account Management, Program Management, Inventory Management, Competitive Analysis, P&L, Retail, Sales Process, B2B, Human Resources, Operations Management, Cold Calling, Time Management, Process Improvement, Pricing, Strategic Planning, Merchandising, Licensing, Cost Management, Income Statement, Banking, P&L Management, Automotive, Hiring, Coaching, College Recruiting, Screening Resumes, Behavioral Interviewing, Competency Based...
Education
University of Phoenix Dallas Campus 2003 — 2005
MBA, Business Administration
University of Michigan 1992 — 1995
BA, Political Science, African American African Studies
Lake Michigan College 1990 — 1992
AA, Accounting, Business
Asif Chowdury Asif Chowdury's Bank of America Experience July 2013 - Present
Job Professional Web/Software Developer and Technology Specialist
Industry Internet
Experience
Bank of America July 2013 - Present
Bank of America via TekSystems January 2012 - July 2013
Intero Alliance LLC February 2011 - December 2011
INF Studios April 2000 - 2011
Standing Dog, LLC February 2010 - July 2010
Auto Credit Express March 2007 - February 2010
Detroit Public Schools November 2004 - March 2007
MTV Networks December 2003 - July 2004
Budco April 2000 - April 2002
The Cobalt Group 1999 - 2000
Skills
Agile Methodologies, Web Development, jQuery, Software Development, MySQL, XML, Management, JavaScript, Microsoft SQL Server, PHP
Education
University of Michigan 1992 — 1997
Bachelors
Bank of America July 2013 - Present
Bank of America via TekSystems January 2012 - July 2013
Intero Alliance LLC February 2011 - December 2011
INF Studios April 2000 - 2011
Standing Dog, LLC February 2010 - July 2010
Auto Credit Express March 2007 - February 2010
Detroit Public Schools November 2004 - March 2007
MTV Networks December 2003 - July 2004
Budco April 2000 - April 2002
The Cobalt Group 1999 - 2000
Skills
Agile Methodologies, Web Development, jQuery, Software Development, MySQL, XML, Management, JavaScript, Microsoft SQL Server, PHP
Education
University of Michigan 1992 — 1997
Bachelors
Jian (James) Zhou Jian (James) Zhou's Bank of America Experience 2006 - 2006
Job Sr Manager, Business Analytics at Amazon Audible, Inc
Industry Retail
Experience
Audible, Inc.(An Amazon.com company) July 2014 - Present
Amazon July 2013 - July 2014
Duke Energy Corporation June 2012 - August 2012
JPMorgan Chase March 2012 - April 2012
Wells Fargo Bank 2006 - 2011
Bank of America 2006 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte
Master of Science (M.S.), Computer Science
University of North Carolina at Charlotte - Belk College of Business
Master, Mathematica Finance
Audible, Inc.(An Amazon.com company) July 2014 - Present
Amazon July 2013 - July 2014
Duke Energy Corporation June 2012 - August 2012
JPMorgan Chase March 2012 - April 2012
Wells Fargo Bank 2006 - 2011
Bank of America 2006 - 2006
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
University of North Carolina at Charlotte
Master of Science (M.S.), Computer Science
University of North Carolina at Charlotte - Belk College of Business
Master, Mathematica Finance
Lauren Nordhougen Lauren Nordhougen's Bank of America Experience January 2015 - April 2015
Job Retail Banking
Industry Banking
Experience
JPMorgan Chase & Co. April 2015 - Present
Bank of America January 2015 - April 2015
JPMorgan Chase & Co. 2011 - 2015
Leeper Photo 2010 - 2011
Gap Inc./Gap 2007 - 2008
University of Michigan 2003 - 2006
Skills
Photoshop, Adobe Creative Suite, Microsoft Office, Graphic Design, Customer Service, Photography, Social Media, InDesign, Research, Management, Graphics Layout
Education
University of Michigan 2003 — 2010
BFA, Photography & Design
Professional Development
Photo Editing & Journalism
JPMorgan Chase & Co. April 2015 - Present
Bank of America January 2015 - April 2015
JPMorgan Chase & Co. 2011 - 2015
Leeper Photo 2010 - 2011
Gap Inc./Gap 2007 - 2008
University of Michigan 2003 - 2006
Skills
Photoshop, Adobe Creative Suite, Microsoft Office, Graphic Design, Customer Service, Photography, Social Media, InDesign, Research, Management, Graphics Layout
Education
University of Michigan 2003 — 2010
BFA, Photography & Design
Professional Development
Photo Editing & Journalism
Daphne Wey Daphne Wey's Bank of America Experience July 2007 - August 2008
Job Finance Operations Project and Process Analyst at Google
Industry Internet
Experience
Google October 2013 - Present
J.P. Morgan April 2013 - October 2013
J.P. Morgan August 2012 - April 2013
J.P. Morgan June 2011 - August 2011
Joy Town Capital Ltd September 2008 - November 2009
Bank of America July 2007 - August 2008
Bank of America June 2006 - July 2007
Skills
Banking, Finance, Business Strategy, Analysis, Accounting, Managerial Finance, Financial Modeling, Valuation, Mandarin, Financial Analysis, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance and Accounting
University of Wisconsin-Madison 2002 — 2006
BBA, Finance, Investment, and Banking
NEHS
Google October 2013 - Present
J.P. Morgan April 2013 - October 2013
J.P. Morgan August 2012 - April 2013
J.P. Morgan June 2011 - August 2011
Joy Town Capital Ltd September 2008 - November 2009
Bank of America July 2007 - August 2008
Bank of America June 2006 - July 2007
Skills
Banking, Finance, Business Strategy, Analysis, Accounting, Managerial Finance, Financial Modeling, Valuation, Mandarin, Financial Analysis, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance and Accounting
University of Wisconsin-Madison 2002 — 2006
BBA, Finance, Investment, and Banking
NEHS
Judith (Everett) Rinkus's Bank of America Experience November 2009 - June 2014
Job Senior Vice President at FirstMerit Bank
Industry Banking
Experience
FirstMerit Bank June 2014 - Present
Bank of America November 2009 - June 2014
Amherst Partners, LLC January 2009 - November 2009
PNC Bank 2000 - 2009
Huntington National Bank 1998 - 2000
Fifth Third Bank 1995 - 1998
Comerica 1981 - 1995
Skills
Customer Negotiations, Deal Structuring, Marketing Strategy, New Business Development, Banking, Credit, Loans, Restructuring, Portfolio Management, Commercial Banking, Mergers, Finance, Leadership, Mergers & Acquisitions, Negotiation, Investment Banking, Financial Services, Treasury Management, Due Diligence, Financial Modeling, Business Planning, Small Business Lending, Management, Valuation, Business Development, Underwriting, Middle Market, Commercial Lending, Credit Analysis, Cross Selling, Strategic Planning, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1981
BBA, Finance
University of Michigan - Stephen M. Ross School of Business
Bachelor's of Business Administration, Finance, General
FirstMerit Bank June 2014 - Present
Bank of America November 2009 - June 2014
Amherst Partners, LLC January 2009 - November 2009
PNC Bank 2000 - 2009
Huntington National Bank 1998 - 2000
Fifth Third Bank 1995 - 1998
Comerica 1981 - 1995
Skills
Customer Negotiations, Deal Structuring, Marketing Strategy, New Business Development, Banking, Credit, Loans, Restructuring, Portfolio Management, Commercial Banking, Mergers, Finance, Leadership, Mergers & Acquisitions, Negotiation, Investment Banking, Financial Services, Treasury Management, Due Diligence, Financial Modeling, Business Planning, Small Business Lending, Management, Valuation, Business Development, Underwriting, Middle Market, Commercial Lending, Credit Analysis, Cross Selling, Strategic Planning, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1977 — 1981
BBA, Finance
University of Michigan - Stephen M. Ross School of Business
Bachelor's of Business Administration, Finance, General
Lauren Dobies, CBCP, LCSE's Bank of America Experience June 2010 - June 2011
Job Consulting Manager, Fairchild Consulting
Industry Management Consulting
Experience
Sungard Availability Services June 2011 - September 2014
Bank of America June 2010 - June 2011
Strohl Systems March 2008 - June 2010
Marsh & McLennan Companies, Inc. June 2004 - April 2007
Marsh & McLennan Companies, Inc. June 2004 - April 2007
Skills
Business Continuity, Disaster Recovery, Business Continuity..., Risk Assessment, Risk Management, Incident Management, Information Security..., Security, Crisis Management, Business Impact Analysis, Program Management, LDRPS, RSA Archer, Infrastructure, ITIL, Project Management, Vendor Management, IT Strategy, Information Technology, Test Management, Data Center, IT Management, Governance, Software Documentation, Crystal Reports, Business Process, Enterprise Risk..., Management, IT Service Management, Continuity Management, Emergency Management, Project Planning, Strategy, Business Analysis, IT Audit, Contingency Planning, SDLC, Business Process..., eGRC, Assurance, Hospital Incident..., ISO, SOX Compliancy, Technical Standards, JCAHO, Process Optimization, Quality Management, Consulting, Enterprise Software, Process Improvement
Education
University of Michigan 2000 — 2004
B.S.E., Industrial and Operations Engineering
Sungard Availability Services June 2011 - September 2014
Bank of America June 2010 - June 2011
Strohl Systems March 2008 - June 2010
Marsh & McLennan Companies, Inc. June 2004 - April 2007
Marsh & McLennan Companies, Inc. June 2004 - April 2007
Skills
Business Continuity, Disaster Recovery, Business Continuity..., Risk Assessment, Risk Management, Incident Management, Information Security..., Security, Crisis Management, Business Impact Analysis, Program Management, LDRPS, RSA Archer, Infrastructure, ITIL, Project Management, Vendor Management, IT Strategy, Information Technology, Test Management, Data Center, IT Management, Governance, Software Documentation, Crystal Reports, Business Process, Enterprise Risk..., Management, IT Service Management, Continuity Management, Emergency Management, Project Planning, Strategy, Business Analysis, IT Audit, Contingency Planning, SDLC, Business Process..., eGRC, Assurance, Hospital Incident..., ISO, SOX Compliancy, Technical Standards, JCAHO, Process Optimization, Quality Management, Consulting, Enterprise Software, Process Improvement
Education
University of Michigan 2000 — 2004
B.S.E., Industrial and Operations Engineering
Heidi Pender Starnes Heidi Pender Starnes's Bank of America Experience 2012 - Present
Job Operational Risk Executive at Bank of America
Industry Banking
Experience
Bank of America 2012 - Present
Bank of America 2009 - 2012
Bank of America 2006 - 2008
Bank of America 2001 - 2006
Skills
Risk Management/..., Six Sigma Green Belt, Business Relationship..., Program Management
Education
University of Michigan 2013 — 2013
Operations Development Program
University of North Carolina at Chapel Hill 1988 — 1993
Bachelor’s Degree, International/Global Studies
Bank of America 2012 - Present
Bank of America 2009 - 2012
Bank of America 2006 - 2008
Bank of America 2001 - 2006
Skills
Risk Management/..., Six Sigma Green Belt, Business Relationship..., Program Management
Education
University of Michigan 2013 — 2013
Operations Development Program
University of North Carolina at Chapel Hill 1988 — 1993
Bachelor’s Degree, International/Global Studies
Joe Khalil Joe Khalil's Bank of America Experience May 2014 - October 2014
Job Senior Pharmaceutical Sales Representative at Quintiles
Industry Pharmaceuticals
Experience
Quintiles November 2014 - Present
Bank of America May 2014 - October 2014
JP Morgan Chase February 2010 - May 2014
Quicken Loans September 2002 - January 2010
Skills
Fluent Arabic, Mortgage Lending, Leadership Development, Team Management, Customer Relations, Call Center, Mentoring, Cross Selling, Coaching, Customer Service, Leadership, Banking, Call Centers, Management, Loan Origination, Finance, Residential Mortgages, Mortgage Banking, Credit, FHA, Financial Services, Training, Sales, Refinance, Marketing, Loans, B2B, Marketing Strategy, Microsoft Office, Strategic Planning, Sales Management, Team Building, Customer Retention, Sales Process, Negotiation, Financial Analysis
Education
Wayne State University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 1998 — 2002
Bachelor's Degree, Information Systems and Management
Quintiles November 2014 - Present
Bank of America May 2014 - October 2014
JP Morgan Chase February 2010 - May 2014
Quicken Loans September 2002 - January 2010
Skills
Fluent Arabic, Mortgage Lending, Leadership Development, Team Management, Customer Relations, Call Center, Mentoring, Cross Selling, Coaching, Customer Service, Leadership, Banking, Call Centers, Management, Loan Origination, Finance, Residential Mortgages, Mortgage Banking, Credit, FHA, Financial Services, Training, Sales, Refinance, Marketing, Loans, B2B, Marketing Strategy, Microsoft Office, Strategic Planning, Sales Management, Team Building, Customer Retention, Sales Process, Negotiation, Financial Analysis
Education
Wayne State University 2013 — 2015
Master of Business Administration (M.B.A.)
University of Michigan 1998 — 2002
Bachelor's Degree, Information Systems and Management
Angelita Becom's Bank of America Experience May 1999 - August 1999
Job Vice President at Sibson Consulting
Industry Management Consulting
Experience
Sibson Consulting July 2014 - Present
Sibson Consulting April 2009 - June 2014
Sibson Consulting June 2007 - April 2009
Eli Lilly and Company May 2006 - August 2006
Sibson Consulting April 2003 - June 2005
Sibson ConsultingL August 2000 - April 2003
Bank of America May 1999 - August 1999
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA
Leesville Road High School
Leesville Road High School
Sibson Consulting July 2014 - Present
Sibson Consulting April 2009 - June 2014
Sibson Consulting June 2007 - April 2009
Eli Lilly and Company May 2006 - August 2006
Sibson Consulting April 2003 - June 2005
Sibson ConsultingL August 2000 - April 2003
Bank of America May 1999 - August 1999
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2000
BSBA
Leesville Road High School
Leesville Road High School
Adrienne Kowalski Adrienne Kowalski's Bank of America Experience October 2011 - December 2013
Job Business Manager at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. January 2014 - Present
Bank of America October 2011 - December 2013
Toots&Tallie March 2006 - September 2011
GFI Group March 2005 - September 2006
JPMorgan Chase July 1997 - February 2005
Calyon February 1994 - April 1997
National Westminster Bank 1991 - 1994
Bank of Ireland 1990 - 1991
National Bank of Detroit 1988 - 1990
Skills
conversational French, Microsoft Office, Excel, Event Planning, Microsoft Excel, Investment Banking, Research, Banking, PowerPoint, Derivatives, Trading, Financial Services, French, Treasury Management, Options, Loans, Relationship Management, Interest Rate..., Finance, Commercial Banking, Management, Financial Risk, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2001
MBA, Finance, Economics
University of Michigan 1982 — 1986
BA, Economics, French
Thurston High School 1980 — 1982
JPMorgan Chase & Co. January 2014 - Present
Bank of America October 2011 - December 2013
Toots&Tallie March 2006 - September 2011
GFI Group March 2005 - September 2006
JPMorgan Chase July 1997 - February 2005
Calyon February 1994 - April 1997
National Westminster Bank 1991 - 1994
Bank of Ireland 1990 - 1991
National Bank of Detroit 1988 - 1990
Skills
conversational French, Microsoft Office, Excel, Event Planning, Microsoft Excel, Investment Banking, Research, Banking, PowerPoint, Derivatives, Trading, Financial Services, French, Treasury Management, Options, Loans, Relationship Management, Interest Rate..., Finance, Commercial Banking, Management, Financial Risk, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1996 — 2001
MBA, Finance, Economics
University of Michigan 1982 — 1986
BA, Economics, French
Thurston High School 1980 — 1982
Ellingston Clark Ellingston Clark's Bank of America Experience June 1986 - August 1993
Job Financial Comptroller at Owens Funeral Home
Industry Financial Services
Experience
Owens Funeral Home June 2012 - Present
Global Community Charter School August 2014 - October 2014
Upper Manhattan Empowerment Zone Development Corporation July 1999 - May 2010
Salomon Brothers June 1995 - June 1998
Bank of America June 1986 - August 1993
Skills
Finance, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Statements, Commercial Lending, Small Business Lending, Chief Financial Officer, Charter School Finance..., Bookkeeping, Loan Underwriting, Economic Development, Community Development, Financial Comptroller, Business Development, Leadership, Business Planning, Customer Service, Loans, Management, Underwriting, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance & Strategy
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor’s Degree, Finance
St. Paul's High School 1979 — 1982
Owens Funeral Home June 2012 - Present
Global Community Charter School August 2014 - October 2014
Upper Manhattan Empowerment Zone Development Corporation July 1999 - May 2010
Salomon Brothers June 1995 - June 1998
Bank of America June 1986 - August 1993
Skills
Finance, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Financial Statements, Commercial Lending, Small Business Lending, Chief Financial Officer, Charter School Finance..., Bookkeeping, Loan Underwriting, Economic Development, Community Development, Financial Comptroller, Business Development, Leadership, Business Planning, Customer Service, Loans, Management, Underwriting, Sales
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Finance & Strategy
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor’s Degree, Finance
St. Paul's High School 1979 — 1982
Vik Patel's Bank of America Experience July 2008 - May 2009
Job Analyst at Millennium Partners
Industry Investment Management
Experience
Millennium Partners September 2013 - Present
TrendSeeder Corp May 2011 - August 2013
Cohen & Steers November 2010 - February 2013
UBS Investment Bank June 2009 - November 2010
Bank of America July 2008 - May 2009
Bank of America June 2007 - July 2008
Skills
Entrepreneurship, Private Equity, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equities, Capital Markets, Alternative Investments, Due Diligence, Venture Capital, Fixed Income, Asset Management
Education
University of Michigan 2004 — 2007
BBA, Finance, Accounting
Millennium Partners September 2013 - Present
TrendSeeder Corp May 2011 - August 2013
Cohen & Steers November 2010 - February 2013
UBS Investment Bank June 2009 - November 2010
Bank of America July 2008 - May 2009
Bank of America June 2007 - July 2008
Skills
Entrepreneurship, Private Equity, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Bloomberg, Corporate Finance, Financial Analysis, Equities, Capital Markets, Alternative Investments, Due Diligence, Venture Capital, Fixed Income, Asset Management
Education
University of Michigan 2004 — 2007
BBA, Finance, Accounting
Antonio Deese Antonio Deese's Bank of America Experience February 2011 - Present
Job Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America February 2011 - Present
Bank of America June 2009 - December 2010
BB&T May 2008 - August 2008
Turner Broadcasting Systems, Inc July 2005 - August 2007
Accenture February 2004 - July 2005
Skills
Six Sigma, Financial Analysis, Financial Planning, Financial Reporting, Process Improvement, Budgeting, DCF, Forecasting, Financial Modeling, Business Case, Valuation, Business Analysis, Cross-functional Team..., Analytics, Business Strategy, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Masters, Business Administration (Finance)
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelors, Business Administration (Finance & Accounting)
Bank of America February 2011 - Present
Bank of America June 2009 - December 2010
BB&T May 2008 - August 2008
Turner Broadcasting Systems, Inc July 2005 - August 2007
Accenture February 2004 - July 2005
Skills
Six Sigma, Financial Analysis, Financial Planning, Financial Reporting, Process Improvement, Budgeting, DCF, Forecasting, Financial Modeling, Business Case, Valuation, Business Analysis, Cross-functional Team..., Analytics, Business Strategy, Strategic Planning
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Masters, Business Administration (Finance)
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelors, Business Administration (Finance & Accounting)
Ed Siaje Ed Siaje's Bank of America Experience April 2015 - Present
Job Managing Director/SVP
Industry Banking
Experience
Bank of America April 2015 - Present
Bank of America May 2010 - April 2015
US Bank March 2007 - May 2010
Bayview Financial March 2005 - March 2007
Skills
Business Strategy, Business Development, Small Business, Business Analysis, Business Process, Business Process..., Leadership Development, Situational Leadership, Team Leadership, Strategic Leadership, Sales Process, Sales Management, Operations Management, Customer Experience, People Development, Retail Banking, Risk Management, Management, Banking, Relationship Management, Leadership, Credit, Strategy, Sales, Loans, Wealth Management, Financial Services, Finance, Commercial Banking, Team Building, Customer Service, Consumer Lending, Mortgage Lending, Strategic Planning, Portfolio Management, Small Business Lending, Credit Analysis, Commercial Lending, Financial Analysis, Coaching, Process Improvement, Mortgage Banking
Education
University of Michigan Business School 1994 — 2003
Master of Business Administration (MBA), Finance and International Business
Bank of America April 2015 - Present
Bank of America May 2010 - April 2015
US Bank March 2007 - May 2010
Bayview Financial March 2005 - March 2007
Skills
Business Strategy, Business Development, Small Business, Business Analysis, Business Process, Business Process..., Leadership Development, Situational Leadership, Team Leadership, Strategic Leadership, Sales Process, Sales Management, Operations Management, Customer Experience, People Development, Retail Banking, Risk Management, Management, Banking, Relationship Management, Leadership, Credit, Strategy, Sales, Loans, Wealth Management, Financial Services, Finance, Commercial Banking, Team Building, Customer Service, Consumer Lending, Mortgage Lending, Strategic Planning, Portfolio Management, Small Business Lending, Credit Analysis, Commercial Lending, Financial Analysis, Coaching, Process Improvement, Mortgage Banking
Education
University of Michigan Business School 1994 — 2003
Master of Business Administration (MBA), Finance and International Business
Orest Ryvak Orest Ryvak's Bank of America Experience June 2014 - August 2014
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Investment Banking
Experience
Brown Gibbons Lang & Company March 2015 - Present
Bank of America June 2014 - August 2014
Dragon Capital July 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Raiffeisen Bank Aval June 2011 - August 2011
Raiffeisen Bank Aval June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance/Accounting, Junior
Brown Gibbons Lang & Company March 2015 - Present
Bank of America June 2014 - August 2014
Dragon Capital July 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Raiffeisen Bank Aval June 2011 - August 2011
Raiffeisen Bank Aval June 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance/Accounting, Junior
Randy Lederman's Bank of America Experience 2001 - 2007
Job Investment Banking Director Special Situations Group at Cowen and Company
Industry Financial Services
Experience
Cowen and Company 2015 - Present
StormHarbour Securities 2013 - 2015
SkyVue Las Vegas 2013 - 2013
Global Hunter Securities 2012 - 2013
Cantor Fitzgerald 2011 - 2012
FBR 2010 - 2011
Fuel Break Capital Partners 2009 - 2009
Macquarie Capital Partners 2008 - 2008
Bank of America 2001 - 2007
Skills
Investment Banking, Leveraged Finance, LBO, Financial Modeling, Capital Markets, Restructuring, Credit Analysis, Bankruptcy, Special Situations, Equity Research, M&A experience, Debt Restructuring, Valuation, Business Valuation, New Business Development, High Yield, Financial Structuring, Fixed Income, Corporate Finance, Bloomberg, Distressed Debt, DCF, Financial Analysis, Private Equity, Project Finance, Corporate Development, Private Placements, Due Diligence, Series 7, Recapitalizations, Capital Raising, Venture Capital, Securitization, Alternative Investments, Capital, Buy-side, Hedge Funds, Equity Capital Markets, Mergers, Emerging Markets, Asset Managment, Investments, Syndications, Derivatives, Structured Finance, Equity Valuation, Portfolio Management, Equities, Capital Structure, Oil & Gas Industry
Education
University of Michigan Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance
FINRA - Series 7 & 63
Cowen and Company 2015 - Present
StormHarbour Securities 2013 - 2015
SkyVue Las Vegas 2013 - 2013
Global Hunter Securities 2012 - 2013
Cantor Fitzgerald 2011 - 2012
FBR 2010 - 2011
Fuel Break Capital Partners 2009 - 2009
Macquarie Capital Partners 2008 - 2008
Bank of America 2001 - 2007
Skills
Investment Banking, Leveraged Finance, LBO, Financial Modeling, Capital Markets, Restructuring, Credit Analysis, Bankruptcy, Special Situations, Equity Research, M&A experience, Debt Restructuring, Valuation, Business Valuation, New Business Development, High Yield, Financial Structuring, Fixed Income, Corporate Finance, Bloomberg, Distressed Debt, DCF, Financial Analysis, Private Equity, Project Finance, Corporate Development, Private Placements, Due Diligence, Series 7, Recapitalizations, Capital Raising, Venture Capital, Securitization, Alternative Investments, Capital, Buy-side, Hedge Funds, Equity Capital Markets, Mergers, Emerging Markets, Asset Managment, Investments, Syndications, Derivatives, Structured Finance, Equity Valuation, Portfolio Management, Equities, Capital Structure, Oil & Gas Industry
Education
University of Michigan Business School 1997 — 2001
Bachelor of Business Administration (BBA), Finance
FINRA - Series 7 & 63
Don Haskin Don Haskin's Bank of America Experience May 2014 - March 2015
Job VP at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2014 - March 2015
Genesis10 April 2013 - May 2014
TEK Systems / Dewpoint February 2013 - April 2013
Genesis 10 May 2011 - February 2013
VistionIT January 2011 - May 2011
Home Improvement (self employed) January 2009 - January 2011
EDS / Hewlett Packard at General Motors 2008 - 2009
IBM / Visteon May 2006 - May 2008
EDS / United States Postal Service April 1998 - May 2003
EDS / GM April 1998 - May 2003
Skills
Automotive, ITIL, Cross-functional Team..., Program Management, SDLC, Project Management, Change Management, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, Testing, IT Operations, Management, Data Center, Quality Assurance, Disaster Recovery
Education
University of Michigan-Dearborn 1988 — 1990
B.B.A., Managerial Economics and Finance
Bank of America May 2014 - March 2015
Genesis10 April 2013 - May 2014
TEK Systems / Dewpoint February 2013 - April 2013
Genesis 10 May 2011 - February 2013
VistionIT January 2011 - May 2011
Home Improvement (self employed) January 2009 - January 2011
EDS / Hewlett Packard at General Motors 2008 - 2009
IBM / Visteon May 2006 - May 2008
EDS / United States Postal Service April 1998 - May 2003
EDS / GM April 1998 - May 2003
Skills
Automotive, ITIL, Cross-functional Team..., Program Management, SDLC, Project Management, Change Management, Vendor Management, Process Improvement, Business Analysis, Business Intelligence, Testing, IT Operations, Management, Data Center, Quality Assurance, Disaster Recovery
Education
University of Michigan-Dearborn 1988 — 1990
B.B.A., Managerial Economics and Finance
Phil Schlesinger Phil Schlesinger's Bank of America Experience 1996 - 2001
Job Software Prototype Developer and Creative Consultant at Independent Contractor
Industry Computer Software
Experience
Independent Contractor Independent Software Prototype Design and Development ConsultantIndependent Consultant2006 - Present
Blue Frog Media December 2005 - 2006
Wells Fargo Bank October 2004 - November 2005
Technology Explorations 2002 - March 2004
ZeroNines Technology 2003 - 2004
Independent Contractor 1996 - 2002
Bank of America 1996 - 2001
ShopExpert 1997 - 1999
Bank of America 1993 - 1996
Bank of America 1987 - 1993
Skills
Software Development, Software Design, Agile Methodologies, Scalability, Perl, Java, Databases, C, Java Enterprise Edition, Networking, Unix, Integration, Linux, Windows, Team Leadership, Mobile Devices, SQL, SDLC, Management
Education
University of Michigan
Bachelor's degree, Psychology and Math
On-line MOOC Courses 2012 — 2014
Continuing Education, Machine learning, statistics and probability, linear algebra, biotechnology and nanotechnology
Independent Contractor Independent Software Prototype Design and Development ConsultantIndependent Consultant2006 - Present
Blue Frog Media December 2005 - 2006
Wells Fargo Bank October 2004 - November 2005
Technology Explorations 2002 - March 2004
ZeroNines Technology 2003 - 2004
Independent Contractor 1996 - 2002
Bank of America 1996 - 2001
ShopExpert 1997 - 1999
Bank of America 1993 - 1996
Bank of America 1987 - 1993
Skills
Software Development, Software Design, Agile Methodologies, Scalability, Perl, Java, Databases, C, Java Enterprise Edition, Networking, Unix, Integration, Linux, Windows, Team Leadership, Mobile Devices, SQL, SDLC, Management
Education
University of Michigan
Bachelor's degree, Psychology and Math
On-line MOOC Courses 2012 — 2014
Continuing Education, Machine learning, statistics and probability, linear algebra, biotechnology and nanotechnology
Danielle Wolford, CPA/CFF, CFE Danielle Wolford, CPA/CFF, CFE's Bank of America Experience August 2003 - February 2005
Job Senior Manager at BDO Consulting
Industry Accounting
Experience
BDO Consulting April 2014 - Present
RSM McGladrey November 2006 - April 2014
Huron Consulting Group February 2005 - July 2006
Bank of America August 2003 - February 2005
Price Waterhouse Coopers January 2001 - August 2003
Skills
Fraud Investigations, Forensic Investigations, Litigation Support, Restructuring, Forensic Accounting, Financial Advisory, Certified Fraud Examiner, Fraud, Financial Analysis, Accounting, Internal Controls, Financial Reporting, Forecasting, Finance, Auditing, GAAP, Expert Witness, Forensic Analysis, Mergers & Acquisitions, Financial Modeling
Education
University of Michigan
BA, Accounting
BDO Consulting April 2014 - Present
RSM McGladrey November 2006 - April 2014
Huron Consulting Group February 2005 - July 2006
Bank of America August 2003 - February 2005
Price Waterhouse Coopers January 2001 - August 2003
Skills
Fraud Investigations, Forensic Investigations, Litigation Support, Restructuring, Forensic Accounting, Financial Advisory, Certified Fraud Examiner, Fraud, Financial Analysis, Accounting, Internal Controls, Financial Reporting, Forecasting, Finance, Auditing, GAAP, Expert Witness, Forensic Analysis, Mergers & Acquisitions, Financial Modeling
Education
University of Michigan
BA, Accounting
Jerry Won Jerry Won's Bank of America Experience July 2009 - March 2010
Job MBA Candidate at University of Michigan Ross School of Business
Industry Real Estate
Experience
KB Home December 2014 - May 2015
Automobile Club of Southern California March 2013 - May 2014
Related April 2011 - January 2013
Park and Associates September 2010 - April 2011
Wells Fargo Home Mortgage March 2010 - September 2010
Bank of America July 2009 - March 2010
The Mark Company June 2008 - June 2009
Park Fifth September 2007 - October 2007
Doma Properties April 2007 - August 2007
The Ryness Company September 2006 - March 2007
Skills
Business Development, Management, Marketing, Real Estate, Social Media, Account Management, Marketing Strategy, Sales, Leadership, Fundraising, Business Networking, Investment Properties, Strategy, Competitive Analysis, Residential Homes, Selling, Advertising, CRM, Online Advertising, Sales Management, Budgets, Start-ups, Social Media Marketing, Public Relations, Customer Service, Entrepreneurship, Training, Facebook, Mergers & Acquisitions, Negotiation, Social Networking, Event Planning, Time Management, Event Management, Project Planning
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2000 — 2004
B.S., Business Administration and Management, General
The Bronx High School of Science 1997 — 2001
2001
KB Home December 2014 - May 2015
Automobile Club of Southern California March 2013 - May 2014
Related April 2011 - January 2013
Park and Associates September 2010 - April 2011
Wells Fargo Home Mortgage March 2010 - September 2010
Bank of America July 2009 - March 2010
The Mark Company June 2008 - June 2009
Park Fifth September 2007 - October 2007
Doma Properties April 2007 - August 2007
The Ryness Company September 2006 - March 2007
Skills
Business Development, Management, Marketing, Real Estate, Social Media, Account Management, Marketing Strategy, Sales, Leadership, Fundraising, Business Networking, Investment Properties, Strategy, Competitive Analysis, Residential Homes, Selling, Advertising, CRM, Online Advertising, Sales Management, Budgets, Start-ups, Social Media Marketing, Public Relations, Customer Service, Entrepreneurship, Training, Facebook, Mergers & Acquisitions, Negotiation, Social Networking, Event Planning, Time Management, Event Management, Project Planning
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA)
University of Southern California - Marshall School of Business 2000 — 2004
B.S., Business Administration and Management, General
The Bronx High School of Science 1997 — 2001
2001
Donovan O'Neill Donovan O'Neill's Bank of America Experience June 2008 - Present
Job Sr Mortgage Loan Officer at Bank of America
Industry Banking
Experience
Bank of America June 2008 - Present
Skills
Credit, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Credit Analysis, Analysis, Customer Service, Residential Mortgages, Underwriting
Education
University of Michigan 2004 — 2008
Bachelor's degree, Economics
Bank of America June 2008 - Present
Skills
Credit, Loans, Mortgage Lending, Banking, Loan Origination, Mortgage Banking, Credit Analysis, Analysis, Customer Service, Residential Mortgages, Underwriting
Education
University of Michigan 2004 — 2008
Bachelor's degree, Economics
Michael Aiello Michael Aiello's Bank of America Experience June 2012 - August 2012
Job Portfolio Valuation Analyst at Madison Dearborn Partners
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners, LLC July 2014 - Present
Stout Risius Ross April 2013 - July 2014
Bank of America June 2012 - August 2012
UBS May 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2013
Madison Dearborn Partners, LLC July 2014 - Present
Stout Risius Ross April 2013 - July 2014
Bank of America June 2012 - August 2012
UBS May 2011 - August 2011
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2013
David Ruebenson David Ruebenson's Bank of America Experience April 2007 - September 2007
Job MBA Candidate at the University of Michigan Ross School of Business
Industry Higher Education
Experience
Accenture October 2009 - May 2015
Bank of America April 2007 - September 2007
Skills
Corporate Finance, Management Consulting, SAP, Forecasting, Supply Chain Management, Data Analysis, Analysis, Consulting, Financial Modeling, Business Analysis, Project Management, Microsoft Excel, Process Improvement, Supply Chain, Business Strategy, Leadership, Microsoft Office, Strategy, Business Process..., Financial Analysis, Management, Business Transformation
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
BSE, Industrial and Operational Engineering
Accenture October 2009 - May 2015
Bank of America April 2007 - September 2007
Skills
Corporate Finance, Management Consulting, SAP, Forecasting, Supply Chain Management, Data Analysis, Analysis, Consulting, Financial Modeling, Business Analysis, Project Management, Microsoft Excel, Process Improvement, Supply Chain, Business Strategy, Leadership, Microsoft Office, Strategy, Business Process..., Financial Analysis, Management, Business Transformation
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2005 — 2009
BSE, Industrial and Operational Engineering
Megan E. Ward Megan E. Ward's Bank of America Experience June 2009 - August 2009
Job MBA Candidate University of Michigan Ross School of Business
Industry Marketing and Advertising
Experience
3M June 2015 - August 2015
Habitat for Humanity International March 2015 - April 2015
BlackRock March 2013 - May 2014
Bank of America Merrill Lynch June 2010 - March 2013
Bank of America June 2009 - August 2009
Skills
Capital Markets, Financial Analysis, Bloomberg, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BSC, Finance
3M June 2015 - August 2015
Habitat for Humanity International March 2015 - April 2015
BlackRock March 2013 - May 2014
Bank of America Merrill Lynch June 2010 - March 2013
Bank of America June 2009 - August 2009
Skills
Capital Markets, Financial Analysis, Bloomberg, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2006 — 2010
BSC, Finance
David Schmitz David Schmitz's Bank of America Experience September 2002 - August 2013
Job Senior Program Manager in business consulting and IT delivery
Industry Financial Services
Experience
Terra Firma Business Consulting March 2015 - August 2015
Terra Firma Business Consulting July 2014 - February 2015
Tenix Solutions 2014 - June 2014
Bank of America September 2002 - August 2013
Accenture December 1988 - September 2002
Skills
Project Management, Project Portfolio..., Program Management, PMO, Project Planning, Project Finance, Full SDLC, Agile & Waterfall..., Business Process..., Large Systems..., IT systems development, Six Sigma, Test Management, Business Analysis, Compensation & Benefit, Strategic Communications, French, Mergers & Acquisitions, Financial Services, Risk Management, Human Resources, Banking, Vendor Management, Acquisition Integration, SDLC, Consulting, Integration, Business Process, Change Management, Management
Education
University of Michigan 1984 — 1988
BSIOE, Industrial & Operations Engineering
Terra Firma Business Consulting March 2015 - August 2015
Terra Firma Business Consulting July 2014 - February 2015
Tenix Solutions 2014 - June 2014
Bank of America September 2002 - August 2013
Accenture December 1988 - September 2002
Skills
Project Management, Project Portfolio..., Program Management, PMO, Project Planning, Project Finance, Full SDLC, Agile & Waterfall..., Business Process..., Large Systems..., IT systems development, Six Sigma, Test Management, Business Analysis, Compensation & Benefit, Strategic Communications, French, Mergers & Acquisitions, Financial Services, Risk Management, Human Resources, Banking, Vendor Management, Acquisition Integration, SDLC, Consulting, Integration, Business Process, Change Management, Management
Education
University of Michigan 1984 — 1988
BSIOE, Industrial & Operations Engineering
Nick Sejnost Nick Sejnost's Bank of America Experience June 2012 - Present
Job Markets Risk Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2012 - Present
BNP Paribas June 2011 - August 2011
Telemus Capital Partners May 2010 - September 2010
Skills
Microsoft Office, Visual Basic, Bloomberg Terminal, Financial Markets, Financial Structuring, Financial Reporting, Financial Analysis, Financial Risk, Equity Research, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance/Accounting/Economics
Bank of America June 2012 - Present
BNP Paribas June 2011 - August 2011
Telemus Capital Partners May 2010 - September 2010
Skills
Microsoft Office, Visual Basic, Bloomberg Terminal, Financial Markets, Financial Structuring, Financial Reporting, Financial Analysis, Financial Risk, Equity Research, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance/Accounting/Economics
Miyoshi West Miyoshi West's Bank of America Experience 2004 - January 2009
Job Director, Senior Product Manager Global Payments (Global Transaction Services) at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2009 - April 2015
Bank of America 2004 - January 2009
Wachovia Corporation 2002 - 2004
Mars 1998 - 2002
ARCO Chemical 1996 - 1998
Skills
Negotiation, Hedging, Business Process Mapping, International Finance, Risk Management, Banking, Financial Analysis, Treasury Management, Portfolio Management, Cross-functional Team..., Process Improvement, Financial Modeling, Business Analysis, Relationship Management, Financial Services, Vendor Management, Investment Banking, Derivatives, Strategic Planning, Project Management, Management Consulting, Leadership, Finance, Capital Markets, FX Options, Payments, Commercial Banking, Financial Risk, Management, Cash Management, Fixed Income, Credit Risk, Equities
Education
University of Michigan 1994 — 1996
MBA
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
University of South Carolina - Darla Moore School of Business 1988 — 1992
B.S.
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch January 2009 - April 2015
Bank of America 2004 - January 2009
Wachovia Corporation 2002 - 2004
Mars 1998 - 2002
ARCO Chemical 1996 - 1998
Skills
Negotiation, Hedging, Business Process Mapping, International Finance, Risk Management, Banking, Financial Analysis, Treasury Management, Portfolio Management, Cross-functional Team..., Process Improvement, Financial Modeling, Business Analysis, Relationship Management, Financial Services, Vendor Management, Investment Banking, Derivatives, Strategic Planning, Project Management, Management Consulting, Leadership, Finance, Capital Markets, FX Options, Payments, Commercial Banking, Financial Risk, Management, Cash Management, Fixed Income, Credit Risk, Equities
Education
University of Michigan 1994 — 1996
MBA
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
University of South Carolina - Darla Moore School of Business 1988 — 1992
B.S.
Blake Bogdanovich's Bank of America Experience June 2014 - August 2014
Job Incoming Financial Services Consultant at EY
Industry Financial Services
Experience
EY November 2014 - Present
Detroit Revitalization and Business January 2013 - Present
Bank of America June 2014 - August 2014
MFO Management Company April 2013 - August 2013
University of Michigan Athletic Department August 2012 - May 2013
Michigan Sport Business Conference 2011 - 2013
Custom Valve Concepts June 2011 - August 2011
Forest Lake Country Club April 2006 - September 2010
Skills
Leadership, Team Oriented, PowerPoint, Cooperative, Microsoft Excel, Teamwork, Team-oriented, Financial Modeling, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
EY November 2014 - Present
Detroit Revitalization and Business January 2013 - Present
Bank of America June 2014 - August 2014
MFO Management Company April 2013 - August 2013
University of Michigan Athletic Department August 2012 - May 2013
Michigan Sport Business Conference 2011 - 2013
Custom Valve Concepts June 2011 - August 2011
Forest Lake Country Club April 2006 - September 2010
Skills
Leadership, Team Oriented, PowerPoint, Cooperative, Microsoft Excel, Teamwork, Team-oriented, Financial Modeling, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Terry O'Rourke's Bank of America Experience 1997 - 1998
Job Lake Michigan Credit Union
Industry Financial Services
Experience
Lake Michigan Credit Union April 2014 - Present
Mopec, Inc. June 2013 - June 2015
Custom Profile 2012 - 2014
Aspen Surgical, a Hill-Rom Company 2004 - February 2013
Kellogg Company 2002 - 2003
Steelcase 2001 - 2002
Delphi 1998 - 2001
Bank of America 1997 - 1998
Skills
Product Development, Mergers, Strategic Planning, Financial Analysis, Organic Growth, Acquisition Integration, Strategy, Due Diligence, Competitive Analysis, Financial Modeling, Corporate Finance, Private Equity, Management, Mergers & Acquisitions, P&L Management, Executive Management, Strategic Partnerships, Valuation, Medical Devices, Business Development, Leadership, Business Process..., Corporate Development, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Western Michigan University 1991 — 1992
Master of Arts (M.A.), Economics
Western Michigan University - Haworth College of Business 1986 — 1990
BBA, Finance
Lake Michigan Credit Union April 2014 - Present
Mopec, Inc. June 2013 - June 2015
Custom Profile 2012 - 2014
Aspen Surgical, a Hill-Rom Company 2004 - February 2013
Kellogg Company 2002 - 2003
Steelcase 2001 - 2002
Delphi 1998 - 2001
Bank of America 1997 - 1998
Skills
Product Development, Mergers, Strategic Planning, Financial Analysis, Organic Growth, Acquisition Integration, Strategy, Due Diligence, Competitive Analysis, Financial Modeling, Corporate Finance, Private Equity, Management, Mergers & Acquisitions, P&L Management, Executive Management, Strategic Partnerships, Valuation, Medical Devices, Business Development, Leadership, Business Process..., Corporate Development, Restructuring
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Western Michigan University 1991 — 1992
Master of Arts (M.A.), Economics
Western Michigan University - Haworth College of Business 1986 — 1990
BBA, Finance
Sergio Laprade-Velasco's Bank of America Experience August 2010 - April 2012
Job Manager of Channel Transformation Solutions at Diebold, Inc.
Industry Banking
Experience
Diebold, Inc. April 2012 - Present
Bank of America August 2010 - April 2012
Bank of America July 2008 - August 2010
Bank of America May 2007 - August 2007
Whirlpool Europe January 2007 - April 2007
LV Capital LLC December 2004 - August 2006
Lynx Capital Partners April 2003 - November 2004
Capital One Financial Corp 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Pennsylvania 1996 — 2000
B.A.
Diebold, Inc. April 2012 - Present
Bank of America August 2010 - April 2012
Bank of America July 2008 - August 2010
Bank of America May 2007 - August 2007
Whirlpool Europe January 2007 - April 2007
LV Capital LLC December 2004 - August 2006
Lynx Capital Partners April 2003 - November 2004
Capital One Financial Corp 2000 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA
University of Pennsylvania 1996 — 2000
B.A.
Weston Gaddis's Bank of America Experience August 2004 - September 2005
Job Sr IT Process Engineer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2008 - Present
SQA Global Resources February 2006 - December 2008
Duke Energy September 2005 - February 2006
Bank of America August 2004 - September 2005
PPG Industries May 1991 - July 2004
Skills
Release Management, CMM, Quality Assurance, Process Improvement, Software Quality..., Testing, Business Process..., SDLC, Business Analysis, Software Project..., Agile Methodologies, Project Management, Vendor Management, Process Engineering, User Acceptance Testing, Quality Center, Program Management, Software Development, Requirements Analysis, SQL
Education
University of Michigan 1987 — 1991
BA, Economics, 3.75/4.00
TIAA-CREF December 2008 - Present
SQA Global Resources February 2006 - December 2008
Duke Energy September 2005 - February 2006
Bank of America August 2004 - September 2005
PPG Industries May 1991 - July 2004
Skills
Release Management, CMM, Quality Assurance, Process Improvement, Software Quality..., Testing, Business Process..., SDLC, Business Analysis, Software Project..., Agile Methodologies, Project Management, Vendor Management, Process Engineering, User Acceptance Testing, Quality Center, Program Management, Software Development, Requirements Analysis, SQL
Education
University of Michigan 1987 — 1991
BA, Economics, 3.75/4.00
Rob Paliani's Bank of America Experience August 1996 - June 2000
Job Financial Risk Manager
Industry Financial Services
Experience
HSBC Finance Corporation April 2008 - Present
HSBC 2000 - 2008
Bank of America August 1996 - June 2000
Citizens Bank - Flint 1988 - 1996
Skills
Credit Risk, Credit Analysis, Credit Cards, Residential Mortgages, Mortgage Modification, Financial Modeling, Activity Based Costing, Market Research, Database Marketing, Financial Risk...
Education
University of Michigan 1990 — 2006
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1990 — 1996
Master of Business Administration (MBA), Finance, Marketing
HSBC Finance Corporation April 2008 - Present
HSBC 2000 - 2008
Bank of America August 1996 - June 2000
Citizens Bank - Flint 1988 - 1996
Skills
Credit Risk, Credit Analysis, Credit Cards, Residential Mortgages, Mortgage Modification, Financial Modeling, Activity Based Costing, Market Research, Database Marketing, Financial Risk...
Education
University of Michigan 1990 — 2006
MBA, Business
University of Michigan - Stephen M. Ross School of Business 1990 — 1996
Master of Business Administration (MBA), Finance, Marketing
Lee D. Harbert's Bank of America Experience 1987 - 1996
Job Managing Director at Griffith & Associates LLC
Industry Financial Services
Experience
Griffith & Associates LLC January 2003 - Present
Barclays Global Investors 1998 - 2002
Fidelity Investments June 1996 - November 1998
Bank of America 1987 - 1996
MIDLAND MONTAGUE San Francisco, CA 1986 - 1987
Crocker National Bank San Francisco, CA 1980 - 1986
ADVANCE MORTGAGE CORPORATION Southfield, MI 1979 - 1980
Skills
Asset Managment, Capital Markets, Investments, Banking, Financial Services, Start-ups, Securities, Mortgage Lending, New Business Development, Insurance, Management, Retirement Planning, Sales, Equities, Fixed Income, Sales Management, Hedge Funds, Bloomberg, Business Planning, Asset Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Finance and Accounting
West Bloomfield High School
Griffith & Associates LLC January 2003 - Present
Barclays Global Investors 1998 - 2002
Fidelity Investments June 1996 - November 1998
Bank of America 1987 - 1996
MIDLAND MONTAGUE San Francisco, CA 1986 - 1987
Crocker National Bank San Francisco, CA 1980 - 1986
ADVANCE MORTGAGE CORPORATION Southfield, MI 1979 - 1980
Skills
Asset Managment, Capital Markets, Investments, Banking, Financial Services, Start-ups, Securities, Mortgage Lending, New Business Development, Insurance, Management, Retirement Planning, Sales, Equities, Fixed Income, Sales Management, Hedge Funds, Bloomberg, Business Planning, Asset Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Finance and Accounting
West Bloomfield High School
Bianna Kurutin's Bank of America Experience April 2008 - March 2011
Job
Industry Financial Services
Experience
PennyMac March 2011 - Present
Bank of America April 2008 - March 2011
Countrywide Financial Corporation April 2006 - April 2008
Federation August 2000 - April 2006
SBI Consulting 1999 - 2000
HSO 1999 - 1999
Skills
SDLC, Process Improvement, Agile Methodologies, IT Strategy, Requirements Analysis, Vendor Management, Program Management, Project Portfolio..., Business Analysis, Project Planning, Enterprise Architecture, Business Intelligence, Software Project..., Risk Management, PMO, Integration, Visio, Change Management, Analysis, PMP, Governance, Project Management, Business Requirements, Outsourcing, Software Documentation, Banking, ITIL, Business Process, ERP, Strategy, Business Process..., Quality Assurance, CRM, Management, IT Management, Leadership, Process Engineering, Cross-functional Team..., Requirements Gathering, Analytics, Information Technology, SharePoint, Software Development, Systems Analysis, Business Transformation, Resource Management
Education
University of Michigan
BS, Industrial & Operations Engineering
PennyMac March 2011 - Present
Bank of America April 2008 - March 2011
Countrywide Financial Corporation April 2006 - April 2008
Federation August 2000 - April 2006
SBI Consulting 1999 - 2000
HSO 1999 - 1999
Skills
SDLC, Process Improvement, Agile Methodologies, IT Strategy, Requirements Analysis, Vendor Management, Program Management, Project Portfolio..., Business Analysis, Project Planning, Enterprise Architecture, Business Intelligence, Software Project..., Risk Management, PMO, Integration, Visio, Change Management, Analysis, PMP, Governance, Project Management, Business Requirements, Outsourcing, Software Documentation, Banking, ITIL, Business Process, ERP, Strategy, Business Process..., Quality Assurance, CRM, Management, IT Management, Leadership, Process Engineering, Cross-functional Team..., Requirements Gathering, Analytics, Information Technology, SharePoint, Software Development, Systems Analysis, Business Transformation, Resource Management
Education
University of Michigan
BS, Industrial & Operations Engineering
Vic Robbins's Bank of America Experience September 2003 - October 2004
Job Associate Director IT Infrastructure at Sears Holdings
Industry Retail
Experience
sears 2005 - Present
Sears June 2006 - March 2007
ExxonMobil March 2005 - June 2006
General Electric October 2004 - June 2005
Bank of America September 2003 - October 2004
EDS August 2002 - September 2003
Education
University of Michigan 1994 — 1997
sears 2005 - Present
Sears June 2006 - March 2007
ExxonMobil March 2005 - June 2006
General Electric October 2004 - June 2005
Bank of America September 2003 - October 2004
EDS August 2002 - September 2003
Education
University of Michigan 1994 — 1997
Thomas Trujillo's Bank of America Experience 2011 - Present
Job Chief Operating Officer at Bank of America Legal Department
Industry Financial Services
Experience
Bank of America 2011 - Present
Bank of America June 2011 - November 2011
Bank of America February 2010 - June 2011
Bank of America 2008 - February 2010
Bank of America 2006 - 2008
Campbell-Ewald Company July 2005 - June 2006
Ford Motor Company February 2001 - July 2005
General Motors Corporation May 1999 - January 2001
Butzel Long, PC August 1996 - April 1999
Accenture 1991 - 1993
Skills
Strategy, Cross-functional Team..., Risk Management, Program Management, Process Improvement, Change Management, Leadership, Operations Management, Corporate Governance, Training, Six Sigma, CRM, Business Strategy, Strategic Planning, Negotiation, Team Building, Global Regulatory..., Mergers, Contract Negotiation, Litigation, Corporate Law, Mergers & Acquisitions
Education
University of Michigan Law School 1994 — 1996
University of Michigan-Dearborn 1986 — 1990
BSA, Finance, Marketing (double major)
Bank of America 2011 - Present
Bank of America June 2011 - November 2011
Bank of America February 2010 - June 2011
Bank of America 2008 - February 2010
Bank of America 2006 - 2008
Campbell-Ewald Company July 2005 - June 2006
Ford Motor Company February 2001 - July 2005
General Motors Corporation May 1999 - January 2001
Butzel Long, PC August 1996 - April 1999
Accenture 1991 - 1993
Skills
Strategy, Cross-functional Team..., Risk Management, Program Management, Process Improvement, Change Management, Leadership, Operations Management, Corporate Governance, Training, Six Sigma, CRM, Business Strategy, Strategic Planning, Negotiation, Team Building, Global Regulatory..., Mergers, Contract Negotiation, Litigation, Corporate Law, Mergers & Acquisitions
Education
University of Michigan Law School 1994 — 1996
University of Michigan-Dearborn 1986 — 1990
BSA, Finance, Marketing (double major)
Nathaniel Spencer's Bank of America Experience February 2013 - August 2015
Job Chief Operating Officer Americas Cash Equities at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
Bank of America February 2013 - August 2015
Bank of America January 2009 - February 2013
Merrill Lynch July 2004 - December 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Equities, Financial Analysis, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Valuation, Corporate Finance, Securities, Banking, Finance, Private Equity, Credit Analysis, Sarbanes-Oxley Act, Asset Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Quantitative Finance and Banking
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Credit Suisse September 2015 - Present
Bank of America February 2013 - August 2015
Bank of America January 2009 - February 2013
Merrill Lynch July 2004 - December 2008
Skills
Fixed Income, Financial Modeling, Capital Markets, Equities, Financial Analysis, Derivatives, Investment Banking, Bloomberg, Hedge Funds, Valuation, Corporate Finance, Securities, Banking, Finance, Private Equity, Credit Analysis, Sarbanes-Oxley Act, Asset Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Quantitative Finance and Banking
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Al Ramos's Bank of America Experience May 2012 - August 2015
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Bank of America May 2012 - August 2015
AIG August 2011 - May 2012
AIG Global Services April 2004 - September 2011
Greenwich Technology Partners January 1999 - April 2004
Skills
IT Strategy, Application Architecture, Application Lifecycle..., Service Delivery, IT Service Management, Infrastructure..., Solutions Design, IT Enabled Business..., Global Management, Banking, Insurance, Managed Services, Team Leadership, Identity Management, IT Operations, E-commerce, Program Management, Governance, Strategy, Enterprise Software, Vendor Management, Disaster Recovery, ITIL, Leadership, PMO, Professional Services, Risk Management, Outsourcing, Management, Data Center, Internet Banking, Command Centers, Infrastructure, Business Transformation
Education
New York Institute of Technology (NYIT) 2008 — 2010
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business
New Jersey Institute of Technology (NJIT)
BS
Morgan Stanley August 2015 - Present
Bank of America May 2012 - August 2015
AIG August 2011 - May 2012
AIG Global Services April 2004 - September 2011
Greenwich Technology Partners January 1999 - April 2004
Skills
IT Strategy, Application Architecture, Application Lifecycle..., Service Delivery, IT Service Management, Infrastructure..., Solutions Design, IT Enabled Business..., Global Management, Banking, Insurance, Managed Services, Team Leadership, Identity Management, IT Operations, E-commerce, Program Management, Governance, Strategy, Enterprise Software, Vendor Management, Disaster Recovery, ITIL, Leadership, PMO, Professional Services, Risk Management, Outsourcing, Management, Data Center, Internet Banking, Command Centers, Infrastructure, Business Transformation
Education
New York Institute of Technology (NYIT) 2008 — 2010
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business
New Jersey Institute of Technology (NJIT)
BS
Daniel Hsiao's Bank of America Experience 2005 - Present
Job Bank of America
Industry Investment Banking
Experience
Bank of America 2005 - Present
Education
University of Michigan
Bank of America 2005 - Present
Education
University of Michigan
Jon Tarnow's Bank of America Experience November 2013 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America November 2013 - Present
Citigroup September 2007 - February 2013
US Senate Federal Credit Union October 2006 - March 2010
Citigroup September 2004 - September 2007
Schwab Soundview Capital Markets August 1996 - December 2003
Credit Suisse First Boston November 1993 - August 1996
Tech Partners April 1991 - November 1993
Friends of Senator Carl Levin April 1990 - November 1990
Skills
Equities, Equity Derivatives, Derivatives, Options, Trading Systems, Electronic Trading, Analysis, Business Intelligence, Data, Financial Risk, Risk Management, Auditing, Management, Programming, Equity Trading, Business Analysis, Financial Markets, Portfolio Management, Investments, Trading, Series 63, Series 7, Capital Markets, Financial Services, Financial Modeling
Education
University of Michigan 1986 — 1990
Bachelor of Science (BS) with Honors, Compter Science
Bank of America November 2013 - Present
Citigroup September 2007 - February 2013
US Senate Federal Credit Union October 2006 - March 2010
Citigroup September 2004 - September 2007
Schwab Soundview Capital Markets August 1996 - December 2003
Credit Suisse First Boston November 1993 - August 1996
Tech Partners April 1991 - November 1993
Friends of Senator Carl Levin April 1990 - November 1990
Skills
Equities, Equity Derivatives, Derivatives, Options, Trading Systems, Electronic Trading, Analysis, Business Intelligence, Data, Financial Risk, Risk Management, Auditing, Management, Programming, Equity Trading, Business Analysis, Financial Markets, Portfolio Management, Investments, Trading, Series 63, Series 7, Capital Markets, Financial Services, Financial Modeling
Education
University of Michigan 1986 — 1990
Bachelor of Science (BS) with Honors, Compter Science
Brock Werda's Bank of America Experience April 2009 - November 2011
Job Account Manager at CMG Financial
Industry Financial Services
Experience
CMG Financial September 2014 - Present
Franklin American Mortgage Company July 2012 - November 2013
MetLife Home Loans November 2011 - March 2012
Bank of America April 2009 - November 2011
Wachovia August 2005 - November 2008
Skills
Credit, Data Analysis, Loans, Mortgage Lending, Sales Management, Credit Analysis, Banking, FHA, Real Estate, Customer Service, Financial Analysis, Leadership
Education
University of Michigan 1991 — 1996
CMG Financial September 2014 - Present
Franklin American Mortgage Company July 2012 - November 2013
MetLife Home Loans November 2011 - March 2012
Bank of America April 2009 - November 2011
Wachovia August 2005 - November 2008
Skills
Credit, Data Analysis, Loans, Mortgage Lending, Sales Management, Credit Analysis, Banking, FHA, Real Estate, Customer Service, Financial Analysis, Leadership
Education
University of Michigan 1991 — 1996
Phillip Van Winkle's Bank of America Experience 1994 - 2000
Job Managing Director at AEG Partners
Industry Financial Services
Experience
AEG Partners July 2013 - Present
Harmony Holding LLC February 2012 - Present
Macquarie Bank April 2007 - May 2012
Macquarie Capital Advisers April 2007 - February 2012
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2000 - 2005
Bank of America 1994 - 2000
Continental Bank 1990 - 1994
Skills
Capital Markets, Corporate Finance, Valuation, Investment Banking, Private Equity, Structured Finance, Venture Capital, Portfolio Management, Wealth Management, Business Valuation, Mergers & Acquisitions, Financial Structuring, Due Diligence, Equities, Financial Modeling, Restructuring, Leveraged Finance, Corporate Development, Alternative Investments, Investments, Fixed Income, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
University of Michigan
BA, Economics, Political Science
AEG Partners July 2013 - Present
Harmony Holding LLC February 2012 - Present
Macquarie Bank April 2007 - May 2012
Macquarie Capital Advisers April 2007 - February 2012
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2000 - 2005
Bank of America 1994 - 2000
Continental Bank 1990 - 1994
Skills
Capital Markets, Corporate Finance, Valuation, Investment Banking, Private Equity, Structured Finance, Venture Capital, Portfolio Management, Wealth Management, Business Valuation, Mergers & Acquisitions, Financial Structuring, Due Diligence, Equities, Financial Modeling, Restructuring, Leveraged Finance, Corporate Development, Alternative Investments, Investments, Fixed Income, Hedge Funds
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
University of Michigan
BA, Economics, Political Science
Tripp Welborne's Bank of America Experience 2002 - 2004
Job Athletics and Business Entrepreneur
Industry Education Management
Experience
Bornwell LLC 2010 - Present
Shorecrest Preparatory School 2009 - Present
Virtus Executive Search, LLC 2009 - Present
Target 2004 - 2008
Bank of America 2002 - 2004
Wachovia Securities 1997 - 2002
Education
Queens University of Charlotte - McColl Graduate School of Business
MBA, Finance, Strategy
University of Michigan
BGS, Engineering, Communications
Bornwell LLC 2010 - Present
Shorecrest Preparatory School 2009 - Present
Virtus Executive Search, LLC 2009 - Present
Target 2004 - 2008
Bank of America 2002 - 2004
Wachovia Securities 1997 - 2002
Education
Queens University of Charlotte - McColl Graduate School of Business
MBA, Finance, Strategy
University of Michigan
BGS, Engineering, Communications
Lena Liu's Bank of America Experience August 2004 - September 2010
Job Managing Director
Industry Financial Services
Experience
Credit Suisse January 2011 - Present
Bank of America August 2004 - September 2010
Credit Suisse First Boston 2000 - 2004
Education
University of Michigan 1986 — 1990
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance/Intnl Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accounting
Credit Suisse January 2011 - Present
Bank of America August 2004 - September 2010
Credit Suisse First Boston 2000 - 2004
Education
University of Michigan 1986 — 1990
New York University - Leonard N. Stern School of Business
MBA, Economics/Finance/Intnl Business
University of Michigan - Stephen M. Ross School of Business
BBA, Finance/Accounting
Michael Munaco's Bank of America Experience July 2003 - December 2006
Job Managing Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2010 - December 2014
Bank of America Merrill Lynch January 2007 - February 2010
Bank of America July 2003 - December 2006
Bank of America June 2000 - June 2003
Skills
Private Equity, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Valuation, Strategic Planning, Portfolio Management, Mergers & Acquisitions, Finance
Education
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Bank of America Merrill Lynch February 2015 - Present
Bank of America Merrill Lynch February 2010 - December 2014
Bank of America Merrill Lynch January 2007 - February 2010
Bank of America July 2003 - December 2006
Bank of America June 2000 - June 2003
Skills
Private Equity, Financial Modeling, Mergers, Financial Analysis, Business Strategy, Valuation, Strategic Planning, Portfolio Management, Mergers & Acquisitions, Finance
Education
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Jun Qin's Bank of America Experience July 2008 - December 2010
Job SVP at Bank of America Corporate Investment Group
Industry Banking
Experience
Bank of America Corporate Investment Group January 2011 - Present
Bank of America July 2008 - December 2010
Countrywide Securities Corporation July 2005 - April 2008
Skills
Fixed Income, Quantitative Finance, Statistical Modeling, Credit Risk, SAS, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Management, Analytics, Bloomberg, Risk Management, Equities, Finance, Capital Markets, Management, Banking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2005
Ph.D, Statistics and Management Science
University of Science and Technology of China 1994 — 1999
B.S., Management Science
Bank of America Corporate Investment Group January 2011 - Present
Bank of America July 2008 - December 2010
Countrywide Securities Corporation July 2005 - April 2008
Skills
Fixed Income, Quantitative Finance, Statistical Modeling, Credit Risk, SAS, Derivatives, Quantitative Analytics, Financial Modeling, Portfolio Management, Analytics, Bloomberg, Risk Management, Equities, Finance, Capital Markets, Management, Banking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2005
Ph.D, Statistics and Management Science
University of Science and Technology of China 1994 — 1999
B.S., Management Science
Frederick Bartel's Bank of America Experience 2007 - 2008
Job Treasurer at Archdiocese of Detroit
Industry Financial Services
Experience
Archdiocese of Detroit June 2010 - Present
Flagstar Bank September 2008 - June 2010
Bank of America 2007 - 2008
LaSalle Bank/ABN AMRO/Bank of America 2007 - 2008
ABN Amro Mortgage Group 1996 - 2007
LaSalle Bank 1986 - 2007
LaSalle Bank Midwest 1996 - 2004
Standard Federal Bank 1986 - 1997
Skills
Funding, Liquidity Management, Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Credit, Treasury Management, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
Master of Business Administration (MBA)
Archdiocese of Detroit June 2010 - Present
Flagstar Bank September 2008 - June 2010
Bank of America 2007 - 2008
LaSalle Bank/ABN AMRO/Bank of America 2007 - 2008
ABN Amro Mortgage Group 1996 - 2007
LaSalle Bank 1986 - 2007
LaSalle Bank Midwest 1996 - 2004
Standard Federal Bank 1986 - 1997
Skills
Funding, Liquidity Management, Banking, Mortgage Lending, Credit Analysis, Commercial Lending, Credit, Treasury Management, Commercial Banking
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
Master of Business Administration (MBA)
Jason Pollard's Bank of America Experience September 2013 - November 2013
Job Software Developer
Industry Financial Services
Experience
AmWINS Group February 2015 - May 2015
TradeKing February 2014 - February 2015
Bank of America September 2013 - November 2013
Duke Energy Corporation June 2013 - August 2013
The Venture Group December 2012 - April 2013
AGDATA June 2007 - October 2012
ChoicePoint 2006 - 2007
Skills
C#, ASP.NET, SQL Server, VB.NET, WCF, Microsoft SQL Server, ASP.NET MVC, Windows Services, .NET, Business Analysis, Databases, LINQ, Web Services, XML, SSIS, Web Applications, CSS, T-SQL, Database Design, SharePoint, Visio, DotNetNuke, jQuery, Java, TFS, SQL, SDLC, Web Development, JavaScript
Education
University of Michigan 1991 — 1994
Bachelor of Arts (B.A.), Psychology
AmWINS Group February 2015 - May 2015
TradeKing February 2014 - February 2015
Bank of America September 2013 - November 2013
Duke Energy Corporation June 2013 - August 2013
The Venture Group December 2012 - April 2013
AGDATA June 2007 - October 2012
ChoicePoint 2006 - 2007
Skills
C#, ASP.NET, SQL Server, VB.NET, WCF, Microsoft SQL Server, ASP.NET MVC, Windows Services, .NET, Business Analysis, Databases, LINQ, Web Services, XML, SSIS, Web Applications, CSS, T-SQL, Database Design, SharePoint, Visio, DotNetNuke, jQuery, Java, TFS, SQL, SDLC, Web Development, JavaScript
Education
University of Michigan 1991 — 1994
Bachelor of Arts (B.A.), Psychology
Steven Grandstaff's Bank of America Experience April 2012 - Present
Job Risk Management Consultant at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Field Verifications Associates September 2010 - April 2012
Bank of America April 1987 - September 2010
Skills
Credit, Mortgage Lending, Loans, Mortgage Underwriting, Risk Management, Banking, Finance, Analysis, Credit Risk, Credit Analysis, Underwriting, Loss Mitigation, Financial Risk, Residential Mortgages, Mortgage Banking, Mortgage Servicing, Fraud, Loan Origination, Portfolio Management, Consumer Lending, Operational Risk, Operational Risk..., Commercial Banking, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Financial Services, Credit Cards, Capital Markets, Due Diligence, Loan Servicing
Education
University of Michigan
BA, Economics
Bank of America April 2012 - Present
Field Verifications Associates September 2010 - April 2012
Bank of America April 1987 - September 2010
Skills
Credit, Mortgage Lending, Loans, Mortgage Underwriting, Risk Management, Banking, Finance, Analysis, Credit Risk, Credit Analysis, Underwriting, Loss Mitigation, Financial Risk, Residential Mortgages, Mortgage Banking, Mortgage Servicing, Fraud, Loan Origination, Portfolio Management, Consumer Lending, Operational Risk, Operational Risk..., Commercial Banking, Commercial Lending, Retail Banking, Executive Management, Financial Analysis, Financial Services, Credit Cards, Capital Markets, Due Diligence, Loan Servicing
Education
University of Michigan
BA, Economics
Michelle Matthews's Bank of America Experience May 2008 - August 2008
Job J.D. Candidate, 2013 at the University of Virginia School of Law
Industry Law Practice
Experience
University of Virginia School of Law August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Bank of America May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Education
University of Virginia School of Law 2010 — 2013
J.D.
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's of Business Administration, Finance and Corporate Strategy
University of Virginia School of Law August 2010 - Present
Bank of America Merrill Lynch 2009 - 2010
Bank of America May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Education
University of Virginia School of Law 2010 — 2013
J.D.
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor's of Business Administration, Finance and Corporate Strategy
Rachel Leider's Bank of America Experience February 2009 - July 2010
Job Senior Financial Analyst at Experian Marketing Services
Industry Financial Services
Experience
Experian Marketing Services May 2013 - Present
Merrill Lynch August 2010 - May 2013
Bank of America February 2009 - July 2010
Bank of America July 2007 - February 2009
Zingerman’s Delicatessen September 2005 - July 2007
Fidelity Investments May 2006 - August 2006
Skills
Data Analysis, Financial Analysis, Forecasting, Business Process..., Six Sigma, Change Management, Business Analysis, Process Engineering, Project Management, Visio, Operations Management, Business Process Mapping
Education
University of Michigan 2003 — 2007
BSE, Industial & Operations Engineering
Experian Marketing Services May 2013 - Present
Merrill Lynch August 2010 - May 2013
Bank of America February 2009 - July 2010
Bank of America July 2007 - February 2009
Zingerman’s Delicatessen September 2005 - July 2007
Fidelity Investments May 2006 - August 2006
Skills
Data Analysis, Financial Analysis, Forecasting, Business Process..., Six Sigma, Change Management, Business Analysis, Process Engineering, Project Management, Visio, Operations Management, Business Process Mapping
Education
University of Michigan 2003 — 2007
BSE, Industial & Operations Engineering
Diane Ritter's Bank of America Experience October 2007 - May 2008
Job MercedesBenz Financial Services USA LLC
Industry Financial Services
Experience
TD Auto Finance May 2008 - November 2013
Bank of America October 2007 - May 2008
LaSalle Bank June 1997 - September 2007
Skills
Legal Research, Loans, Legal Writing, Banking, Credit, Regulatory Requirements, Mortgage Lending
Education
Wayne State University Law School 1995 — 1998
JD, law
University of Michigan 1987 — 1991
BA, Political Science
TD Auto Finance May 2008 - November 2013
Bank of America October 2007 - May 2008
LaSalle Bank June 1997 - September 2007
Skills
Legal Research, Loans, Legal Writing, Banking, Credit, Regulatory Requirements, Mortgage Lending
Education
Wayne State University Law School 1995 — 1998
JD, law
University of Michigan 1987 — 1991
BA, Political Science
Ronni Cohen-Boyar's Bank of America Experience August 1990 - December 2006
Job Principal at Real Life In Pieces
Industry Individual & Family Services
Experience
Susan G. Komen - Massachusetts Affiliate November 2008 - January 2014
RCB Consulting July 2006 - October 2008
Bank of America August 1990 - December 2006
Massachusetts Housing Finance Agency May 1987 - July 1990
Shawmut Bank March 1978 - April 1987
Skills
Leadership, Community Outreach, Nonprofits, Banking, Advocacy, Fundraising, Finance, Event Planning, Non-profits, Event Management, Program Development, Process Improvement, Public Speaking, Volunteer Management, Community Development, Strategic Planning, Project Management
Education
University of Michigan 1973 — 1977
Harvard University Extension 1976 — 1976
Susan G. Komen - Massachusetts Affiliate November 2008 - January 2014
RCB Consulting July 2006 - October 2008
Bank of America August 1990 - December 2006
Massachusetts Housing Finance Agency May 1987 - July 1990
Shawmut Bank March 1978 - April 1987
Skills
Leadership, Community Outreach, Nonprofits, Banking, Advocacy, Fundraising, Finance, Event Planning, Non-profits, Event Management, Program Development, Process Improvement, Public Speaking, Volunteer Management, Community Development, Strategic Planning, Project Management
Education
University of Michigan 1973 — 1977
Harvard University Extension 1976 — 1976
Nailah Meteye's Bank of America Experience January 2010 - August 2010
Job FMLA Claims
Industry Health, Wellness and Fitness
Experience
ComPsych January 2014 - Present
The University of Chicago July 2012 - July 2013
BMO Harris Bank December 2010 - July 2012
Bank of America January 2010 - August 2010
Bank of America September 2008 - April 2009
National City Bank April 2008 - August 2008
Skills
Access, System Administration, Microsoft Office, Customer Service, Data Entry, Invoicing, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Databases, Database Administration, Credit, Windows, Cash Flow, 10 Key, Payments, Credit Cards, Financial Services, Leadership, Analytics, Data Analysis, Strategy, Accounts Payable, Training
Education
University of Michigan 1998 — 2003
B.A, Communication Studies
ComPsych January 2014 - Present
The University of Chicago July 2012 - July 2013
BMO Harris Bank December 2010 - July 2012
Bank of America January 2010 - August 2010
Bank of America September 2008 - April 2009
National City Bank April 2008 - August 2008
Skills
Access, System Administration, Microsoft Office, Customer Service, Data Entry, Invoicing, Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Databases, Database Administration, Credit, Windows, Cash Flow, 10 Key, Payments, Credit Cards, Financial Services, Leadership, Analytics, Data Analysis, Strategy, Accounts Payable, Training
Education
University of Michigan 1998 — 2003
B.A, Communication Studies
Arlen W. Dolly, CFE, PPS's Bank of America Experience May 2003 - October 2008
Job Assistant Vice President Corporate Security
Industry Security and Investigations
Experience
Huntington National Bank 2010 - Present
Integrity Investigative Solutions, LLC June 2009 - Present
Bank of America May 2003 - October 2008
Bank of America (Formerly LaSalle Bank) January 1997 - January 2008
Standard Federal Bank/LaSalle Bank January 2000 - April 2003
Standard Federal Bank/LaSalle Bank January 2000 - January 2003
Standard Federal Bank January 1997 - December 1999
Providence Hospital January 1991 - January 1999
Skills
Investigation, Security Policy, Security Training, Bank Secrecy Act, Certified Fraud Examiner, Fraud, Fraud Detection, Internal Investigations, Interviews, Risk Assessment, Security, Training, Interrogation, Enforcement, Law Enforcement, Private Investigations, Risk Management, AML, Banking, Leadership
Education
Executive Protective Institute 2015 — 2015
Personal Protection Specialist
University of Michigan 1992 — 1997
Bachelor of Arts, Economics
University of Michigan-Dearborn 1992 — 1997
Bachelor, Economics
Huntington National Bank 2010 - Present
Integrity Investigative Solutions, LLC June 2009 - Present
Bank of America May 2003 - October 2008
Bank of America (Formerly LaSalle Bank) January 1997 - January 2008
Standard Federal Bank/LaSalle Bank January 2000 - April 2003
Standard Federal Bank/LaSalle Bank January 2000 - January 2003
Standard Federal Bank January 1997 - December 1999
Providence Hospital January 1991 - January 1999
Skills
Investigation, Security Policy, Security Training, Bank Secrecy Act, Certified Fraud Examiner, Fraud, Fraud Detection, Internal Investigations, Interviews, Risk Assessment, Security, Training, Interrogation, Enforcement, Law Enforcement, Private Investigations, Risk Management, AML, Banking, Leadership
Education
Executive Protective Institute 2015 — 2015
Personal Protection Specialist
University of Michigan 1992 — 1997
Bachelor of Arts, Economics
University of Michigan-Dearborn 1992 — 1997
Bachelor, Economics
Michael Kesner's Bank of America Experience May 2008 - August 2008
Job AVP, Project Manager at Bank of America
Industry Investment Banking
Experience
Bank of America Merrill Lynch January 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of America May 2008 - August 2008
Skills
Derivatives, Financial Modeling, Fixed Income, Financial Analysis, Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
Bank of America Merrill Lynch January 2012 - Present
Bank of America Merrill Lynch 2009 - 2011
Bank of America May 2008 - August 2008
Skills
Derivatives, Financial Modeling, Fixed Income, Financial Analysis, Analysis, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance
Kate Knowles, CFA's Bank of America Experience August 1996 - June 1998
Job Senior Investment Grade Research Analyst at Thrivent Financial for Lutherans
Industry Investment Management
Experience
Thrivent Financial for Lutherans July 2004 - Present
MEMBERS Capital Advisors August 1988 - June 2004
Bank of America August 1996 - June 1998
NBD Bank (Now JP Morgan) June 1992 - August 1996
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Mutual Funds, Investments, Equities, Financial Modeling, Financial Analysis, Investment Management, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
University of Wisconsin-Madison 1984 — 1988
Bachelor of Arts, International Relations and French
High School 1980 — 1984
Thrivent Financial for Lutherans July 2004 - Present
MEMBERS Capital Advisors August 1988 - June 2004
Bank of America August 1996 - June 1998
NBD Bank (Now JP Morgan) June 1992 - August 1996
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Mutual Funds, Investments, Equities, Financial Modeling, Financial Analysis, Investment Management, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
University of Wisconsin-Madison 1984 — 1988
Bachelor of Arts, International Relations and French
High School 1980 — 1984
Douglas Padian's Bank of America Experience May 2005 - Present
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America May 2005 - Present
Trifus February 2004 - November 2004
Sportvision March 1999 - January 2004
New Haven Software (formerly Haven Corporation) November 1995 - March 1999
Skills
Agile Methodologies, Java, Software Project..., Unix, Software Development, SOA, SQL, Linux, SDLC, Oracle, JavaScript, Leadership, Architecture, Enterprise Architecture, Business Analysis, Trading Systems, Vendor Management, IT Strategy, Requirements Analysis, Agile Project Management, Java Enterprise Edition
Education
University of Michigan 1990 — 1995
BA, Music, Computer Science
Bank of America May 2005 - Present
Trifus February 2004 - November 2004
Sportvision March 1999 - January 2004
New Haven Software (formerly Haven Corporation) November 1995 - March 1999
Skills
Agile Methodologies, Java, Software Project..., Unix, Software Development, SOA, SQL, Linux, SDLC, Oracle, JavaScript, Leadership, Architecture, Enterprise Architecture, Business Analysis, Trading Systems, Vendor Management, IT Strategy, Requirements Analysis, Agile Project Management, Java Enterprise Edition
Education
University of Michigan 1990 — 1995
BA, Music, Computer Science
Erin Potocki's Bank of America Experience May 2007 - August 2007
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
Microsoft May 2013 - August 2013
Abt Associates March 2013 - May 2013
Navigant Consulting July 2008 - June 2012
Bank of America May 2007 - August 2007
Northwestern Mutual May 2006 - October 2006
Skills
Financial Modeling, Project Management, Financial Analysis, Policy Analysis, Valuation, Management Consulting, Spanish, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Operations and Global Health & Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration, Spanish
The Boston Consulting Group August 2014 - Present
Microsoft May 2013 - August 2013
Abt Associates March 2013 - May 2013
Navigant Consulting July 2008 - June 2012
Bank of America May 2007 - August 2007
Northwestern Mutual May 2006 - October 2006
Skills
Financial Modeling, Project Management, Financial Analysis, Policy Analysis, Valuation, Management Consulting, Spanish, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Operations and Global Health & Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Business Administration, Spanish
Eva Derkacz's Bank of America Experience June 2008 - March 2009
Job RN II at St. Rose Hospital
Industry Hospital & Health Care
Experience
St. Rose Hospital February 2014 - Present
Samuel Merritt University November 2012 - November 2013
US Ministry of Education October 2010 - May 2011
US Census Bureau April 2010 - August 2010
Bank of America June 2008 - March 2009
Vascular Surgeon Shadowing Experience 2008 - 2009
University of Michigan Medical School 2007 - 2008
GLC POSH-Retail Kiosk 2005 - 2006
William Beaumont Hospital 2004 - 2005
Skills
Leadership, Customer Satisfaction, Investments, Healthcare, Finance, Hospitals, Healthcare Management, Research, Credit, Microsoft Office, Microsoft Excel, Recruiting, Community Outreach, Customer Service, Nursing
Education
University of Michigan 2006 — 2008
BGS, Economics/Biology
St. Rose Hospital February 2014 - Present
Samuel Merritt University November 2012 - November 2013
US Ministry of Education October 2010 - May 2011
US Census Bureau April 2010 - August 2010
Bank of America June 2008 - March 2009
Vascular Surgeon Shadowing Experience 2008 - 2009
University of Michigan Medical School 2007 - 2008
GLC POSH-Retail Kiosk 2005 - 2006
William Beaumont Hospital 2004 - 2005
Skills
Leadership, Customer Satisfaction, Investments, Healthcare, Finance, Hospitals, Healthcare Management, Research, Credit, Microsoft Office, Microsoft Excel, Recruiting, Community Outreach, Customer Service, Nursing
Education
University of Michigan 2006 — 2008
BGS, Economics/Biology
Amit Madan's Bank of America Experience July 2005 - June 2007
Job Senior Infrastructure Architect at CITI
Industry Financial Services
Sam Ramsey's Bank of America Experience June 2010 - August 2010
Job BSM
Industry Banking
Experience
Ally Financial Inc. February 2015 - Present
Ally Financial Inc. October 2013 - February 2015
Merrill Lynch July 2011 - July 2013
Bank of America June 2010 - August 2010
Bank of America June 2009 - August 2009
DiMaio Ahmad Capital June 2008 - August 2008
Education
University of Michigan 2007 — 2010
BS, Aerospace Engineering
Ally Financial Inc. February 2015 - Present
Ally Financial Inc. October 2013 - February 2015
Merrill Lynch July 2011 - July 2013
Bank of America June 2010 - August 2010
Bank of America June 2009 - August 2009
DiMaio Ahmad Capital June 2008 - August 2008
Education
University of Michigan 2007 — 2010
BS, Aerospace Engineering
Courtney Kohler's Bank of America Experience June 2011 - August 2011
Job Senior Associate, Population Health, Strategy and Analytics
Industry Hospital & Health Care
Experience
Oak Street Health July 2014 - Present
Lincoln International July 2012 - June 2014
Ameriprise Financial Advisors January 2010 - March 2012
Bank of America June 2011 - August 2011
General Motors May 2010 - August 2010
Skills
Finance, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business
Grosse Pointe North
Oak Street Health July 2014 - Present
Lincoln International July 2012 - June 2014
Ameriprise Financial Advisors January 2010 - March 2012
Bank of America June 2011 - August 2011
General Motors May 2010 - August 2010
Skills
Finance, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Excel, Due Diligence, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Business
Grosse Pointe North
Jeffrey Schuman's Bank of America Experience January 2002 - May 2012
Job Senior Vice President Commercial Real Estate First Merit Bank
Industry Banking
Experience
FirstMerit Bank June 2013 - Present
Bank of America January 2002 - May 2012
Skills
Commercial Real Estate, Commercial Lending
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA, Finance
University of Michigan-Dearborn 1973 — 1977
BBA, Finance
FirstMerit Bank June 2013 - Present
Bank of America January 2002 - May 2012
Skills
Commercial Real Estate, Commercial Lending
Education
University of Michigan - Stephen M. Ross School of Business 1978 — 1980
MBA, Finance
University of Michigan-Dearborn 1973 — 1977
BBA, Finance
Ron Klang's Bank of America Experience February 1984 - December 2002
Job Real Estate Credit Administrator at Banner Bank
Industry Banking
Experience
Banner Bank March 2012 - Present
First Horizon National Corporation 2003 - March 2012
First Tennessee Bank December 2002 - March 2012
Bank of America February 1984 - December 2002
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1974
MBA, Finance
Banner Bank March 2012 - Present
First Horizon National Corporation 2003 - March 2012
First Tennessee Bank December 2002 - March 2012
Bank of America February 1984 - December 2002
Education
University of Michigan - Stephen M. Ross School of Business 1973 — 1974
MBA, Finance
Shuchi Bhargava's Bank of America Experience May 2015 - Present
Job VP, Sr.Small Business Product Consultant at Bank of America
Industry Financial Services
Experience
Bank of America May 2015 - Present
Bank of America June 2013 - May 2015
Bank of America June 2012 - August 2012
DESIGNHAUS PLC May 2006 - January 2008
DESIGNHAUS PLC June 2005 - May 2006
DESIGNHAUS PLC April 2004 - May 2005
WAH YEE ASSOCIATES August 2003 - March 2004
TODOROFF ARCHITECTS May 2003 - August 2003
Skills
Business Analysis, Project Management, CRM, Competitive Analysis, Project Planning, Forecasting, Corporate Finance, Strategy, Microsoft Excel, Cross-functional Team..., Management, Leadership, Analysis, Financial Modeling, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
MBA, Finance
University of Pune 1996 — 2001
Bachelor of Architecture, Architecture
Bank of America May 2015 - Present
Bank of America June 2013 - May 2015
Bank of America June 2012 - August 2012
DESIGNHAUS PLC May 2006 - January 2008
DESIGNHAUS PLC June 2005 - May 2006
DESIGNHAUS PLC April 2004 - May 2005
WAH YEE ASSOCIATES August 2003 - March 2004
TODOROFF ARCHITECTS May 2003 - August 2003
Skills
Business Analysis, Project Management, CRM, Competitive Analysis, Project Planning, Forecasting, Corporate Finance, Strategy, Microsoft Excel, Cross-functional Team..., Management, Leadership, Analysis, Financial Modeling, Finance
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
MBA, Finance
University of Pune 1996 — 2001
Bachelor of Architecture, Architecture
Stephanie Houh's Bank of America Experience 2008 - 2009
Job Digital Product Manager at Capital One
Industry Banking
Experience
Capital One July 2012 - Present
US Trust 2010 - 2012
Bank of America 2008 - 2009
Skills
Strategic Financial..., Financial Modeling, Portfolio Management, Investments, Wealth Management, Alternative Investments, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Strategy, Marketing
NCS 2000 — 2004
Capital One July 2012 - Present
US Trust 2010 - 2012
Bank of America 2008 - 2009
Skills
Strategic Financial..., Financial Modeling, Portfolio Management, Investments, Wealth Management, Alternative Investments, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance, Strategy, Marketing
NCS 2000 — 2004
Howard Xu's Bank of America Experience June 2013 - April 2015
Job Quantitative Finance Associate
Industry Banking
Experience
Bank of America June 2013 - April 2015
Bank of America June 2012 - August 2012
University of Michigan January 2010 - May 2012
University of Michigan May 2011 - August 2011
China Export & Import Credit Insurance Co. June 2010 - August 2010
Skills
Quantitative Analytics, Unix, Python, Perl, R, C++, Matlab, Quantitative Finance, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, LaTeX
Education
University of Michigan 2009 — 2013
Bachelor of Science with High Distinction, Pure Mathematics, Economics, minor Computer Science, 3.90/4.00
University of Michigan 2012 — 2013
Master of Science (MS), Applied Mathematics, 3.93/4.00
Bank of America June 2013 - April 2015
Bank of America June 2012 - August 2012
University of Michigan January 2010 - May 2012
University of Michigan May 2011 - August 2011
China Export & Import Credit Insurance Co. June 2010 - August 2010
Skills
Quantitative Analytics, Unix, Python, Perl, R, C++, Matlab, Quantitative Finance, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, LaTeX
Education
University of Michigan 2009 — 2013
Bachelor of Science with High Distinction, Pure Mathematics, Economics, minor Computer Science, 3.90/4.00
University of Michigan 2012 — 2013
Master of Science (MS), Applied Mathematics, 3.93/4.00
Naresh Iyer's Bank of America Experience April 2004 - December 2006
Job Senior Vice President, Head of Stress Testing and Capital Assessment
Industry Financial Services
Experience
TD July 2014 - Present
Capital One December 2006 - July 2014
Bank of America April 2004 - December 2006
Skills
Financial Modeling, Valuation, Capital Markets, Securitization, Risk Management, Financial Analysis, Corporate Finance, Banking, Financial Services, Fixed Income, Due Diligence, Credit Risk, Acquisition Integration, Finance, Structured Finance, Liquidity Management, Stress Testing, Basel III
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Emphases in Finance and Corporate Strategy
University of Utah 1995 — 1998
M.S., Materials Science and Engineering
University of Pune 1991 — 1995
B.E., Metallurgical Engineering
TD July 2014 - Present
Capital One December 2006 - July 2014
Bank of America April 2004 - December 2006
Skills
Financial Modeling, Valuation, Capital Markets, Securitization, Risk Management, Financial Analysis, Corporate Finance, Banking, Financial Services, Fixed Income, Due Diligence, Credit Risk, Acquisition Integration, Finance, Structured Finance, Liquidity Management, Stress Testing, Basel III
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Emphases in Finance and Corporate Strategy
University of Utah 1995 — 1998
M.S., Materials Science and Engineering
University of Pune 1991 — 1995
B.E., Metallurgical Engineering
Aaron Cumbers's Bank of America Experience December 2008 - February 2011
Job Loan Trading DeskAlliant Credit Union
Industry Financial Services
Experience
Alliant Credit Union September 2013 - Present
US Bank February 2011 - September 2013
Bank of America December 2008 - February 2011
Bank of America June 2007 - December 2008
LaSalle Bank March 2006 - June 2007
Cambridge Group Investemnts January 2005 - March 2006
Education
University of Michigan 1999 — 2004
B.S., Acutuarial Science
Alliant Credit Union September 2013 - Present
US Bank February 2011 - September 2013
Bank of America December 2008 - February 2011
Bank of America June 2007 - December 2008
LaSalle Bank March 2006 - June 2007
Cambridge Group Investemnts January 2005 - March 2006
Education
University of Michigan 1999 — 2004
B.S., Acutuarial Science
Parnika Bubna's Bank of America Experience June 2011 - August 2013
Job Quantitative Management Associate at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - August 2013
Bayer HealthCare May 2010 - August 2010
Skills
Six Sigma, Supply Chain, Industrial Engineering, Statistics, SAS, Matlab, Data Analysis, Financial Modeling, R, Minitab, C++, Simulations, Microsoft Excel, Linear Programming, Operations Research, Quantitative Analytics, Analytics, Statistical Modeling, Financial Risk, Finance, Microsoft Office
Education
University of Michigan 2010 — 2011
M.S., Financial Engineering
University of Michigan 2006 — 2010
B.S., Industrial and Operations Engineering, Magna cum laude
Bank of America June 2011 - August 2013
Bayer HealthCare May 2010 - August 2010
Skills
Six Sigma, Supply Chain, Industrial Engineering, Statistics, SAS, Matlab, Data Analysis, Financial Modeling, R, Minitab, C++, Simulations, Microsoft Excel, Linear Programming, Operations Research, Quantitative Analytics, Analytics, Statistical Modeling, Financial Risk, Finance, Microsoft Office
Education
University of Michigan 2010 — 2011
M.S., Financial Engineering
University of Michigan 2006 — 2010
B.S., Industrial and Operations Engineering, Magna cum laude
Ryan Larrenaga's Bank of America Experience 2005 - 2010
Job Vice President and Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2010 - Present
Bank of America 2005 - 2010
Ropes & Gray 1998 - 2005
Northern Trust June 1993 - May 1995
Skills
Venture Capital, Investments, Private Placements, Legal Writing, Options, Risk Management, Equities, SEC filings, Derivatives, Legal Research, Exchange-Traded Funds..., Mutual Funds, Closed-end Funds, Investment Advisory..., Unified Managed Accounts, Proxy Voting, Corporate Law, Corporate Governance, Securities Law
Education
University of Michigan Law School 1995 — 1998
J.D.
The University of Chicago 1989 — 1993
B.A., Social Sciences
Ameriprise Financial May 2010 - Present
Bank of America 2005 - 2010
Ropes & Gray 1998 - 2005
Northern Trust June 1993 - May 1995
Skills
Venture Capital, Investments, Private Placements, Legal Writing, Options, Risk Management, Equities, SEC filings, Derivatives, Legal Research, Exchange-Traded Funds..., Mutual Funds, Closed-end Funds, Investment Advisory..., Unified Managed Accounts, Proxy Voting, Corporate Law, Corporate Governance, Securities Law
Education
University of Michigan Law School 1995 — 1998
J.D.
The University of Chicago 1989 — 1993
B.A., Social Sciences
Russell Jack's Bank of America Experience April 2013 - April 2015
Job First Vice President at MFA Financial
Industry Investment Banking
Experience
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Thierry Riek's Bank of America Experience July 1984 - December 1991
Job Senior Director of Planning & Performance
Industry Nonprofit Organization Management
Experience
Jewish Family Service Association April 2007 - Present
Robert Half Management Resources December 2004 - December 2006
Wachovia, A Wells Fargo Company December 1991 - August 2004
Bank of America July 1984 - December 1991
Skills
Financial Analysis, Financial Modeling, Budget Management, Strategy, Management Consulting, Analysis, Budgets, Management, Nonprofits, Leadership, Financial Planning, Business Process...
Education
Wharton School, University of Pennsylvania 1977 — 1979
MBA, Finance
University of Michigan 1975 — 1977
Bachelor of Arts, Economics
Shaker Heights High School
Jewish Family Service Association April 2007 - Present
Robert Half Management Resources December 2004 - December 2006
Wachovia, A Wells Fargo Company December 1991 - August 2004
Bank of America July 1984 - December 1991
Skills
Financial Analysis, Financial Modeling, Budget Management, Strategy, Management Consulting, Analysis, Budgets, Management, Nonprofits, Leadership, Financial Planning, Business Process...
Education
Wharton School, University of Pennsylvania 1977 — 1979
MBA, Finance
University of Michigan 1975 — 1977
Bachelor of Arts, Economics
Shaker Heights High School
Adam Shuvall's Bank of America Experience November 2009 - March 2013
Job Fixed Income Trading at Blackrock
Industry Banking
Experience
Blackrock April 2013 - Present
Bank of America November 2009 - March 2013
Skills
Equity Derivatives, Banking, Credit, Derivatives, FX trading, FX Spot, Investment Banking, Fixed Income
Education
University of Michigan 2003 — 2007
Bachelor of Science (BS), Economics
Blackrock April 2013 - Present
Bank of America November 2009 - March 2013
Skills
Equity Derivatives, Banking, Credit, Derivatives, FX trading, FX Spot, Investment Banking, Fixed Income
Education
University of Michigan 2003 — 2007
Bachelor of Science (BS), Economics
Andrew Sasser's Bank of America Experience December 2009 - Present
Job Senior Regional Director, Financial Risk Management and Control at Bank of America
Industry Information Technology and Services
Experience
Bank of America December 2009 - Present
Michigan Office of Inspector General June 2002 - September 2009
MSX International February 1998 - May 2002
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Bachelor's Degree, Computer and Information Sciences and Support Services
Bank of America December 2009 - Present
Michigan Office of Inspector General June 2002 - September 2009
MSX International February 1998 - May 2002
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Bachelor's Degree, Computer and Information Sciences and Support Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS