Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
My Next Season September 2014 - Present
Bank of America May 2013 - September 2014
Bank of America March 2009 - May 2013
Bank of America December 2007 - March 2009
Bank of America April 2005 - January 2008
Bank of America October 2001 - April 2005
Bank of America October 2000 - October 2001
Bank of America October 1998 - October 2000
Chicago Research & Trading (CRT)/NationsBanc-CRT August 1987 - October 1998
Skills
Team Leadership, Loans, Banking, Market Risk, Financial Risk, Credit, Portfolio Management, Capital Markets, Trading, Investment Banking, Operational Risk, Investments, Risk Management, Treasury, Funding, Interest Rate Risk..., @Risk, Financial Analysis
Education
Biola University
National Louis University
Landmark Aviation August 2014 - Present
Talent IQ December 2013 - Present
Smith & Associates January 2012 - November 2013
Memorial Hermann Healthcare System May 2008 - January 2012
Bank of America March 2007 - April 2008
Bank of America July 2005 - February 2007
IKON Office Solutions 1998 - 2001
G&K Services 1993 - 1998
Skills
Recruiting, Talent Acquisition, Talent Management, Performance Management, Workforce Planning, Human Resources, Applicant Tracking..., Strategy, Change Management, Leadership, Training, HRIS, College Recruiting, Employee Relations, Succession Planning
Education
Rice University - Susanne M Glasscock School of Continuing Studies 2005 — 2005
Personal Development, Senior Human Resources Professional - Certificate of Completion
Birkbeck College, University of London
MSc Human Resources (Anticipated completion - 2016)
Elsevier March 2015 - Present
Healthline Networks, Inc. September 2006 - February 2015
CNET Networks Inc. January 2002 - August 2006
Bank of America January 1998 - December 2001
Computer Sciences Corporation December 1995 - December 1998
Siemens 1990 - 1995
HCL Hewlett Packard 1987 - 1990
Skills
SQL, Python, Hadoop, Java, Big Data, Data Science, Solr, Spring, Software Development, Machine Learning, Apache, MySQL, Lucene, MapReduce, MongoDB, Web Applications, Perl, Databases, Linux, Tomcat, Algorithms, Information Retrieval, Open Source, Unix, XML, Scalability, NLP, Data Analysis, PHP, OpenNLP, Cassandra, NLTK, Weka, Tableau, REST, Nutch, PostgreSQL, Scala, Mahout, Subversion, Git, Sybase, Neo4j, Resin, UIMA, LingPipe, Drupal, AspectJ, Alfresco, Apache Pig
Education
Birla Institute of Technology
MCA, Computer Applications
Presidency College
Bachelor of Science, Physics
Loyola School, Jameshedpur, India
Elite Basketball Agency November 2014 - Present
Worcester Wolves September 2012 - July 2013
Various Professional Basketball Organizations September 2006 - May 2013
Cockburn Cougars February 2011 - August 2011
Saint John Millrats October 2010 - January 2011
Bank of America May 2005 - August 2005
Skills
Sports Management, Sports, Strategic Planning, Research, Event Planning, Microsoft Office, Public Relations, Event Management, English, Coaching, Fundraising, Training, Marketing, Advertising, Leadership, Sports Marketing
Education
University of Worcester 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
SUNY Binghamton 2000 — 2003
Bachelor of Science (B.S.), African Studies
International School of Hilversum 1996 — 1998
International Baccalaureate
Bank of America September 2012 - November 2013
Wells Fargo September 2011 - June 2012
Common Sense Association Management March 2009 - June 2011
Cold Stone Creamery March 2008 - June 2011
Skills
Leadership, Customer Service, Sales, Banking, Credit, Teamwork, Management, Deposits, Loans, Commercial Banking, Credit Analysis, Critical Theory, Cash Handeling, Problem Solving, Christian Apologetics, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Research, Event Planning, Social Networking, Social Media
Education
Biola University 2013 — 2015
Bachelor of Science (B.S.), Business Administration, Magna Cum Laude
North Seattle Community College 2011 — 2013
General Education
San Ramon Valley High School 2007 — 2011
High School Diploma
Gateway One Lending & Finance August 2014 - Present
Causeology October 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2014
Bank of America August 2011 - May 2013
Bank of America June 2007 - September 2011
CENTURY 21® June 2004 - June 2006
City of Newport Beach June 2001 - September 2005
Skills
Financial Analysis, Credit, Banking, Strategic Planning, Cash Management, Budgets, New Business Development, Business Process..., Negotiation, Leadership, Forecasting, Strategy, Analysis, Marketing, Finance, Customer Service, Relationship Management, Business Strategy, Investments, Online Marketing, Management
Education
Biola University 2008 — 2011
MBA, Masters in Business Administration
California State University-Fullerton 2005 — 2007
Bachelor's of Arts in Business Administration, Business Finance
Fullerton College 2002 — 2005
AA, Business Administration and Management, General
PwC March 2015 - Present
Bank of America June 2014 - March 2015
Bank of America June 2013 - June 2014
Merrill Lynch June 2011 - August 2012
Augmentum Consulting Ltd September 2011 - December 2011
Skills
Fundraising, Marketing, PowerPoint, Research, Social Networking, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Event Management, QuickBooks, Customer Service, Public Relations, Community Outreach, Facebook, Budgets, Analysis, Leadership
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA), MBA
Siena College 2009 — 2013
Bachelor of Science, Economics
Birkbeck, University of London 2011 — 2011
BS, Economics
Bank of America May 2015 - Present
Bank of America March 2014 - April 2015
Bank of America March 2012 - March 2014
Bank of America July 2010 - March 2012
Binghamton Review · October 2008 - May 2010
Student Association October 2008 - May 2009
Skills
Customer Service, Risk Management, Banking, Microsoft Office, PowerPoint, Finance, Analysis, Leadership, Performance Management, Management, Financial Analysis, Data Analysis, Access, Process Improvement, Microsoft Excel
Education
School of Management (SOM) at Binghamton University · 2007 — 2010
Bachelor of Science, Accounting; Entrepreneurship
State University of New York at Binghamton 2007 — 2010
Bachelor of Science, Accounting
Graphicology January 2006 - Present
Bank of America 1984 - 1986
Bank of America 1980 - 1984
Skills
Editing, Direct Mail, Advertising, Graphics, Marketing Strategy, Print Management, Public Relations, Publishing, Microsoft Office, Photography
Education
SUNY Binghamton 1977 — 1979
Bachelor of Arts, English Literature
St. John's University 1975 — 1977
Capital One Home Loans July 2014 - Present
JPMorgan Chase September 2013 - July 2014
Bank of America May 2012 - September 2013
Bank of America July 2011 - May 2012
MHMR of Tarrant County October 2009 - May 2010
Citizen's Against Violent Acts (CAVA) 2007 - 2008
Skills
Supervisory Skills, Team Building, Staff Development, Leadership Development, Leadership, Training, Management, Sales, Mortgage Lending, Banking, Credit, FHA, Finance, Loan Origination, Mortgage Banking, Real Estate, Loans, Refinance
Education
University of North Texas 2009 — 2012
MS, Behavior Analysis
Binghamton University 2004 — 2008
BS, Human Development
Bank of America May 2009 - Present
Bank of America 2006 - 2008
Bank of America 2006 - 2008
Lockheed Martin 2006 - 2008
Lockheed Martin 1999 - 2003
Skills
Strategic Sourcing, Business Continuity, Business Development, Management, Business Operations, Operational Risk..., Risk Management, Vendor Management, FAR, Government Contracting, Six Sigma, Process Improvement, Relationship Management, Financial Risk
Education
Binghamton University - School of Management 2002 — 2004
MBA, Management
SUNY Oneonta 1999 — 2002
Bachelor of Science, Business Economics
Capco January 2015 - Present
Bank of America April 2014 - January 2015
HSBC Private Bank June 2013 - April 2014
JPMorgan Chase July 2011 - May 2013
ADP Inc February 2011 - June 2011
Verizon Wireless August 2010 - February 2011
HSBC October 2006 - August 2010
Merrill Lynch April 2006 - September 2006
Prudential Financial November 2004 - April 2006
UPS July 2004 - November 2004
Skills
DB2, SOA, Web Services, Oracle, Spring, Hibernate, Websphere, UML, Architecture, EJB, Software Design, J2EE Application..., COBOL, JCL, RUP, Programming, SDLC, Project Management, Java Enterprise Edition, Requirements Analysis, Enterprise Architecture
Education
Birla Institute of Technology 1989 — 1992
Master of Computer Applications (MCA), Computer Science
St. Xavier's College 1985 — 1988
B.Sc, Physics
Bank of America November 2014 - Present
JPMorgan Chase January 2012 - November 2014
MF Global December 2008 - November 2011
Lehman Brothers September 2007 - December 2008
Goldman Sachs July 2005 - September 2007
Skills
Asset Management, Bloomberg, Finance, Investment Banking, Private Equity, Equities, Capital Markets, Fixed Income, Derivatives, Financial Analysis, Hedge Funds, Financial Modeling, Securities, Financial Risk, Strategic Financial..., Financial Planning
Education
State University of New York at Albany 2001 — 2005
Bachelor of Science (BS), Finance and Marketing
State University of New York at Binghamton
Master of Business Administration (M.B.A.), MBA, 3.68
BMO Financial Group/ BMO Private Bank May 2015 - Present
Federal Deposit Insurance Corporation (FDIC) April 2010 - May 2015
Thomas J. Brzezenski & Associates 2008 - 2010
Bank of America 2006 - 2008
Skills
Banking, Loans, Finance, Financial Services, Risk Management, Credit, Credit Analysis, Asset Management, Portfolio Management, Commercial Banking, Financial Risk, Real Estate, Management, Financial Analysis, Commercial Lending, Due Diligence, Mortgage Lending, Leadership, Loan Origination, Underwriting, Credit Risk, AML, Mergers & Acquisitions, Asset Managment, Investments, Wealth Management, Investment Management, Corporate Law, Private Banking, Compliance, Mortgage, Banking regulatory, Lawyer, Real Estate Finance, Investment Mangement, Law School Professor, Capital Markets, Operational Risk..., Corporate Finance, Structured Finance, Financial Structuring, Commercial Mortgages, Operational Risk, Mortgage Banking, Executive Management, Financial Modeling, Enterprise Risk..., Asset Based Lending, Securities
Education
Boston University School of Law 1988 — 1989
LLM, Taxation
Tulane University Law School 1981 — 1984
JD, Law
Binghamton University 1978 — 1980
MS, Acoounting with MBA core
The George Washington University 1974 — 1977
BA, Political Science and Economics
Wells Fargo August 2010 - December 2010
Wachovia 2005 - 2008
Bank of America 1992 - 2005
Citicorp POS Information Services 1990 - 1992
CIBA Consumer Pharmaceuticals 1986 - 1990
Pepsi-Cola U.S.A. 1981 - 1986
The Quaker Oats Company 1979 - 1981
Grey Advertising, Inc. 1977 - 1977
Skills
Direct Marketing, Marketing Strategy, Positioning, Product Management, Strategy, Marketing Management, Analytics, Management, Marketing, Advertising, Marketing Research, Leadership, Product Development, Program Management, Business Analysis, New Business Development, Process Improvement
Education
Binghamton University - School of Management
BS Management, Marketing
Purdue University - Krannert School of Management
MSM, Marketing
Isagenix December 2013 - Present
Independent Contractor November 2011 - June 2013
Bank of America August 2000 - July 2002
Gensec Asset Management July 1999 - April 2000
First Union National Bank August 1997 - March 1999
Skills
Direct Marketing, Marketing, Sales, Management, Start-ups, Social Media Marketing, Finance, Wellness Coaching, Nutritional Counseling, Event Planning, CRM
Education
Binghamton University - School of Management 1994 — 1996
Masters in Business Administration, Finance
State University of New York at Albany 1990 — 1994
Bachelor of Arts, Spanish
Broadridge Financial Solutions June 2006 - Present
Bank of America January 2013 - December 2013
Morgan Stanley November 2011 - November 2012
Merrill Lynch October 2009 - October 2011
Skills
SDLC, User Acceptance Testing, Visio, SQL, Business Analysis, Requirements Analysis, Project Management, Quality Assurance, Capital Markets
Education
State University of New York at Binghamton 2001 — 2005
Bachelor of Science (BS), Economics
Bank of America October 1995 - Present
HSBC 1987 - 1995
Skills
Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Credit Analysis, Commercial Lending, Lines Of Credit, Mortgage Banking, Credit Risk, Commercial Banking, Credit, Banking, Retail Banking, Cross Selling, Relationship Management, Loan Origination, Risk Management, Portfolio Management
Education
Pace University 1988 — 1991
Master of Business Administration (MBA), Finance and Financial Management Services
SUNY Binghamton 1983 — 1987
Bachelor of Science (BS), Business Administration and Management, General
First Data Corporation October 2008 - Present
Chase Paymentech August 2008 - 2009
Bank of America April 1999 - November 2007
Bank of America Merchant Services 1999 - 2007
Skills
Retail, Competitive Analysis, Merchant Services, Mergers, Program Management, Strategic Partnerships, Business Development, Credit, New Business Development, Banking, Executive Management, Sales Management, Management, Mergers & Acquisitions, Sales, Strategy, Business Planning, Finance, Business Strategy, Start-ups
Education
Binghamton University - School of Management
Economics
Six Sigma
Black belt, Six Sigma Methodology
Triumph Group November 2013 - Present
Smuckers June 2013 - October 2013
CPC Commodities January 2013 - March 2013
Diligent Door and Glass 2007 - June 2012
Boeing October 1996 - August 2007
Bank of America June 1991 - October 1996
JC Penneys August 1985 - June 1991
Skills
Logistics, MRP, Human Resources, Operations Management, Continuous Improvement, Process Improvement, Materials Management, Earned Value Management, Procurement, Lean Manufacturing, Government Contracting, Contract Management, Six Sigma, Value Stream Mapping, Logistics Management, Supply Chain Management, Process Scheduler, Supply Chain, Inventory Management, Management, Purchasing, SAP, Planning
Education
Biola University 2011 — 2012
Bachlor of Science, Organizational Leadership
California State University-Dominguez Hills 2000 — 2002
Certificate, Inventory and Management Control - APICS
California State University-Long Beach 1995 — 1995
Certificate, Human Resources
Mayfair High School 1978 — 1981
OpenX February 2015 - Present
Lam Research October 2014 - February 2015
Bank of America June 2012 - October 2014
Winlab, Rutgers University September 2011 - April 2012
Bank of America May 2011 - August 2011
Nokia Siemens Networks May 2009 - July 2009
Skills
Informatica, Data Modeling, PL/SQL, SQL, C, Cognos, C++, Unix, Business Intelligence, MicroStrategy, Business Analysis, Requirements Analysis, Data Warehousing, Data Analysis, MicroStrategy Reporting, Business Intelligence...
Education
Rutgers University 2010 — 2012
Masters, Electrical & Computer engineering
Birla Institute of Technology 2006 — 2010
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Sandoz 2015 - Present
Bristol-Myers Squibb, Princeton, New Jersey 2011 - 2014
Rutgers Business School 2006 - 2011
Kellogg School of Management 2000 - 2006
Bank of America 1997 - 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2006
PhD, Marketing
Indian Institute of Management, Calcutta 1995 — 1997
MBA, Marketing, Finance, Strategy
Birla Institute of Technology 1991 — 1995
B.Tech, Computer Science
Bank of America November 2010 - Present
UNC Charlotte August 2001 - Present
Conclusive Marketing December 2007 - September 2010
DecisionOne July 2004 - November 2007
Bank of America September 2000 - July 2004
University of North Carolina at Charlotte July 1994 - September 2000
Skills
Database Design, Business Intelligence, Data Warehousing, SQL, Architecture
Education
University of North Carolina at Charlotte - Belk College of Business 1995 — 2000
MBA, MIS
Binghamton University 1986 — 1989
BS, Business / Finance
Bank of America June 2012 - Present
Bank of America June 2010 - June 2012
Steritech May 2005 - June 2010
Veritas Network 1998 - 2010
Southern Evangelical Seminary 2007 - 2008
Carolina CAT (Caterpillar Dealership) June 1999 - March 2005
Biola University - Instructional Services 2003 - 2004
Skills
CISA, CISSP, Security, Information Security..., Information Security, Information Assurance, PCI DSS, Vulnerability Management, Security Awareness, Computer Security, Computer Forensics, IT Audit, Data Security, Risk Assessment, Network Security, Identity Management, Firewalls, Business Continuity, Information Technology, Security Audits, Security Management, Security Policy, Application Security, COBIT, Disaster Recovery, Servers, Security+, Networking, Risk Management, Exercise Design, Wargaming, War Gaming, Group Training, Troubleshooting, Security Architecture...
Education
Norwich University 2007 — 2009
MS, Information Assurance
Biola University 2001 — 2004
Bachelor of Science, Management
Wells Fargo December 2014 - Present
Bank of America October 2012 - December 2014
Bank of America February 2010 - October 2012
Skills
Financial Analysis, Business Planning, Business Strategy, Credit, Loans, Credit Analysis, Banking, Lines Of Credit, Accounting, Finance, Small Business Lending, Cash Management, Sales, Commercial Lending, Relationship Management, Consumer Lending, Cash Flow, SBA
Education
SUNY Binghamton 2005 — 2007
Bachelor of Arts (BA), Philosophy, Politics and Law
SUNY Albany 2003 — 2005
Evangelical Christian Credit Union July 2013 - December 2014
Wells Fargo Bank July 2008 - August 2009
Wells Fargo Investments May 2006 - August 2009
Wells Fargo Bank January 2007 - June 2008
Wells Fargo Bank January 2006 - December 2006
Wells Fargo Bank July 2004 - December 2005
Bank of America December 2003 - July 2004
Bank One, Colorado, N.A. August 2000 - May 2002
Skills
Theology, Biblical Studies, Discipleship, Small Groups, One-on-one Training, Hermeneutics, Kayaking, Camping, Shooting, Wealth Management, Banking, Teaching, Leadership, Team Leadership, Elite, Personal Training, Series 7, Risk Management, Leadership Development, Producing, Loans, Credit, Small Business Lending, Customer Service, Consumer Lending, Lines Of Credit, Relationship Management, Mortgage Lending, Nonprofits, Microsoft Office, Event Planning, Public Speaking, Community Outreach
Education
Biola University 2012 — 2017
Master of Divinity (M.Div.), Evangelism and Discipleship
The Master's College & Seminary 2009 — 2011
Bachelor of Arts (B.A.), Christian Ministry
Hawaii Pacific University 1996 — 1999
Business Management
University of Colorado Boulder 1995 — 1996
Architecture & Physics
'Iolani School 1983 — 1995
H.S. Diploma
Amazon August 2015 - Present
Cymetica January 2015 - Present
Cisco Systems January 2006 - October 2014
JPMorgan Chase April 2005 - December 2005
Bank Of America November 2001 - January 2005
PriceWaterhouseCoopers January 1995 - November 2001
Bankers Trust August 1993 - December 1994
Skills
Management Consulting, Six Sigma Deployment, Supply Chain..., Business Transformation, Cross-functional Team..., Team Leadership, Strategic Leadership, Strategic Planning, Partner Management, Six Sigma, Operational Excellence, Process Improvement, Change Management, Strategy, Business Process, Program Management, Business Strategy, Enterprise Software, Leadership, Supply Chain, Business Process..., Project Portfolio..., Leadership Development, Acquisition Integration, Business Process..., Business Process Design, Outsourcing, Customer Experience, Product Lifecycle..., Process Management, Supply Chain Management, Business Analysis, Management, Vendor Management, Consulting, Operations Management, Project Management, Integration, Business Intelligence, Analysis, Finance
Education
Binghamton University 1989 — 1993
BS
Bank of America December 2013 - Present
Jericho School District 2011 - September 2013
Jericho School District 2011 - 2013
Crestwood Day Camp 2004 - 2013
Skills
Lesson Planning, Classroom Management, Classroom, Curriculum Development, Tutoring, Differentiated..., Educational Technology, Educational Leadership, Teaching
Education
City University of New York-Queens College 2009 — 2013
Master's degree
State University of New York at Binghamton 2004 — 2008
Bachelor of Arts (BA) and Bachelor of Science (BS)
FIS November 2014 - Present
Bank of America August 2014 - November 2014
Guardian Life April 2014 - August 2014
Bank of Tokyo-Mitsubishi UFJ February 2013 - March 2014
Morgan Stanley January 2012 - February 2013
Morgan Stanley September 2010 - December 2011
Morgan Stanley December 2009 - August 2010
Argento SC May 2009 - September 2009
Broome County Council of Churches September 2008 - December 2008
Education
NYU-Poly 2012 — 2014
Master of Science (MS), Computer Science, GPA 3.85/4.0
Binghamton University - School of Management
BS, Accounting, GPA 3.9/4.0
Polytechnic University
Python, Digital Logic, Discrete Math, Computer Science, GPA 4.0/4.0
Bank of America February 2010 - Present
Bank of America April 2005 - February 2010
J.P. Morgan January 2000 - April 2005
Deutsche Bank June 1998 - January 2000
Skills
Finance, Securitization, Structured Finance, Fixed Income, Loan Origination, Capital Markets, Credit, Structured Products, Derivatives, Investment Banking, Portfolio Management, Financial Risk, Equities, Financial Modeling, Risk Management
Education
Binghamton University 1994 — 1998
BA, Economics/Finance
Shamana Capital Management, LLC April 2015 - Present
Bank of America July 2014 - April 2015
Bank of America March 2011 - July 2014
Bank of America Merrill Lynch November 2009 - March 2011
Outpost Investment Group March 2008 - June 2009
JWM Partners June 2006 - March 2008
Pantera Global Macro Fund 2005 - 2006
Goldman Sachs June 1992 - June 2004
Skills
Trading, Equities, Portfolio Management, Hedge Funds, Management, Fixed Income, Derivatives
Education
Binghamton University - School of Management 1988 — 1992
Bachelor’s Degree, Business Management- Concentration in Finance & Information Systems
DIRECTV March 2015 - Present
Mediamorph June 2014 - March 2015
LA County Finance April 2013 - June 2014
Touch Commerce November 2012 - April 2013
Bank of America September 2012 - November 2012
Travel sabbatical February 2012 - September 2012
DIRECTV July 2010 - February 2012
Cognito Media February 2010 - July 2010
Barclays Capital August 2009 - December 2009
Credit Suisse April 2007 - August 2009
Skills
Business Analysis, Financial Modeling, Banking, Financial Analysis, Microsoft Office, Equities, Investment Banking, Valuation, Bloomberg, Derivatives, Financial Markets, Financial Reporting, Statistical Reporting, Projects, Web Projects, Presentations, Technical Presentations, Analyze Problems, Analyze Information, Evaluation, Innovation, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Visio, Apple, Macintosh Applications, Web Analytics, WebTrends Analytics, Web Analytics..., Omniture, Google Analytics, ArcGIS, SaaS, Analysis, Analytics, CRM, Risk Management
Education
Birkbeck, University of London 2005 — 2006
MA, History and Politics
University of Birmingham 1999 — 2003
Bachelor of Arts, American History; Politics and Literature
University of California Santa Barbara 2001 — 2002
BA, History & Politics
HSBC 2014 - Present
HSBC Securities 2009 - 2014
HSBC Global Banking and Markets 2006 - 2009
HSBC Global Banking and Markets 2001 - 2006
Bank of America 1996 - 2001
Sumitomo Mitsui Banking Corporation 1996 - 1996
JPM Chase 1994 - 1996
Skills
Credit Analysis, Credit Risk, Credit, Banking, Team Management, Finance, Financial Analysis, Financial Modeling, Team Leadership, Cash Flow, Commercial Banking, Loans, High Yield, Personal Development, Customer Relations, Personnel Development, Project Management, Stakeholder Engagement, Stakeholder Management, Coaching
Education
Binghamton University - School of Management 1990 — 1994
Townsend Harris High School 1986 — 1990
Love Propagation October 2009 - Present
Power Plus October 2004 - August 2009
E-Trade Financial May 1994 - January 2004
Bank of America January 1989 - April 1994
Skills
Event Planning, Management, Nonprofits, Budgets, Strategic Planning, Team Leadership, Start-ups, Project Management, Community Outreach, Organizational..., Sales, Mergers & Acquisitions, Accounting, Executive Management, Executive Support, Consulting, Administrative..., Networking, Social Media, Social Networking, Project Planning
Education
Biola University
Bachelor of Applied Science (B.A.Sc.), Psychology
University of Phoenix
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.57 GPA
Katella Highschool
General Studies
Reliable Background Screening 1994 - Present
Bank of America 1990 - 1994
NCNB Texas (now Bank of America) 1989 - 1990
First Gibraltar Bank 1985 - 1989
National Bank of North America/National Westminster Bank USA 1977 - 1983
Skills
Recruiting, Leadership, Background Checks, Strategic Planning, Team Building, Sales, Negotiation, Private Investigations, Security Management, Start-ups, Fundraising, Program Management, Nonprofits, New Business Development, Small Business, Marketing, Policy, Customer Service, Selling, Time Management, Strategy, Sales Process, Contract Negotiation, Marketing Strategy
Education
Hofstra University
Economics and Business
SUNY Binghamton
imortgage Branch ManagerimortgageJuly 2009 - December 2010
Bank of America December 2004 - July 2009
Skills
VA loans, Refinance, Mortgage Lending, Mortgage Banking, Loan Origination, First Time Home Buyers, Customer Service, Investment Properties
Education
Biola University
Sociology
IBM March 2013 - Present
Bank of America September 2009 - February 2013
Merrill Lynch October 2006 - September 2009
Skills
Grid Computing, Cloud Computing, Distributed Systems, Virtualization, SaaS, Architecture, Data Center, Enterprise Architecture, Linux, High Performance...
Education
Binghamton University 2004 — 2006
PhD, Computer Science & Engineering
Binghamton University 2001 — 2003
Master, Computer Science
BNY Mellon Wealth Management January 2015 - Present
Long Island Cares - The Harry Chapin Food Bank 2004 - Present
U.S. Trust December 2013 - December 2014
U.S. Trust 2002 - December 2013
Bank of America 2004 - 2007
Columbia Management 2002 - 2004
Julius Baer Asset Management April 2000 - September 2001
JP Morgan 1983 - 2000
Deloitte Haskins & Sells 1980 - 1983
Skills
Asset Allocation, Wealth Management, Global Investment..., Business Strategy, Sales Management, Portfolio Management, Strategic Leadership, Team Leadership, Team Building, Cross Functional Team..., Investment Strategies, Private Banking, Trust Management, Wealth Transfer, Change Management, Recruiting, Strategic Hiring, Alternative Investments, Client Relations, Staff Development
Education
Binghamton University - School of Management
Wharton Executive Leadership Program
Bank of America September 2015 - Present
Michael Page 2013 - September 2015
Aerotek Professional Services June 2011 - August 2011
Tai Ping Carpets June 2008 - August 2008
Skills
Recruiting, Research, Social Media, Marketing, Community Outreach, Fundraising, Social Networking, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Customer Service, Sourcing, Qualifying Candidates, Interviews, Job Search Strategies, Leadership
Education
State University of New York at Binghamton 2009 — 2013
Bachelor of Arts (BA), History and Chinese
Choate Rosemary Hall 2005 — 2009
Diploma
Bank of America November 2013 - Present
HSBC Global Technology India October 2010 - August 2013
HSBC Global Technology October 2007 - September 2010
HSBC Global Technology India November 2005 - September 2007
Digital Domain India Pvt. Ltd. January 2004 - November 2005
Skills
Java Enterprise Edition, XML, JSP, Tomcat, Design Patterns, Servlets, Core Java, Software Development, J2EE Application..., SOAP, Maven, ANT, JACL Scripting, Rational Build Forge, Rational Asset manager, BMC BladeLogic, Subversion, TFS, JSR 168, Portlet Development, WebSphere Application..., WebSphere Portal, Rational Application..., Eclipse, Portal Development
Education
Birla Institute of Technology
MCA, Computer Science
Bank of America July 2011 - Present
Bank Of America June 2007 - July 2011
IBM April 2005 - May 2007
Tata Motors August 1993 - November 1997
Skills
Unix, Shell Scripting, Vendor Management, ITIL, Linux, AIX, Integration, Solution Architecture, IT Strategy, Data Center, Enterprise Architecture, Disaster Recovery, Infrastructure, Virtualization, IT Management, IT Service Management, Oracle, IBM AIX, SDLC, Solaris, Java Enterprise Edition
Education
Birla Institute of Technology 1989 — 1993
Computer Engineering, Computer Engineering
Little Flower School 1975 — 1988
High School
Small Business Alliance October 2014 - Present
Cholewka Law October 2010 - Present
Cholewka Guymon, PLLC October 2009 - January 2011
Arizona Attorney General's Office May 2008 - July 2008
Bank of America 2004 - 2006
BC Consulting, Inc 2002 - 2004
Cleveland Municipal School District 2000 - 2002
Cleveland Indians 1996 - 1997
Skills
LLC, Adoption, Estate Planning, Wills, Trusts, Family Law, Bankruptcy, Powers of Attorney, Chapter 7, Criminal Defense, Living Trusts, Living Wills, Probate, Trust, Legal Assistance, Small Business, Courts, Probation, Legal Research, Alternative Dispute..., Mediation, Criminal Law, Legal Issues, Elder Law, Appeals, Legal Writing, Estate Administration, Attorneys, Domestic Relations, Paternity
Education
Phoenix School of Law 2006 — 2008
JD
Cleveland State University 1995 — 1996
MPA, Organizational Management
Biola University 1989 — 1993
BA, Political Science, History
B & R Home Watch October 2014 - Present
Jennette Properties, Inc. August 2014 - Present
Jennette Properties, Inc. October 2013 - August 2014
Picture Them Adopted 2014 - 2014
Mount Vernon Property Management November 2010 - August 2013
Bank of America 2005 - 2008
Bank of America 2004 - 2005
Washington Mutual 2003 - 2004
Homeside Lending 2001 - 2003
Skills
Investment Properties, Tenant Retention, Real Estate, Property Management, OneSite, Short Sales, Condos, Sellers, Investors, Foreclosures, First Time Home Buyers, REO, Real Estate Transactions, Rentals, Mortgage Lending
Education
Dowling College 1998 — 2000
Psychology, Anthropology & Sociology
State University of New York at Binghamton 1992 — 1996
Psychology
Autism Society of Colorado April 2015 - Present
Confidential December 2014 - Present
Charles Schwab Wealth Management May 2013 - December 2014
Bank of America January 2009 - May 2013
Easter Seals Bay Area 2007 - 2013
2006 - 2008Wachovia Securities May 2006 - August 2008
2004 - 2006Zions Bancorporation / Contango Capital Advisors January 2004 - July 2006
UBS January 1998 - January 2004
Skills
Leadership, Banking, Financial Services, Wealth Management, Business Development, Recruiting, Finance, Talent Management, Team Building, Investments, CRM, Strategy, Training, Coaching, Talent Acquisition, Mentoring, Start-up Ventures, Asset Management, Series 7, Credit, Series 7,9,10,65, Wealth Management..., Sales Management, Mergers, Fund Raising, Board of Directors, Marketing, Sales, Management, Lead Generation, Sourcing
Education
Boston University
Graduate coursework, Clinical Psychology and Speech Pathology
Harvard University
Graduate coursework, Clinical Psychology
State University of New York at Binghamton
Bachelor of Arts, Psychology
Paychex December 2013 - Present
ECC Private Academy August 2012 - January 2014
Enterprise Rent-A-Car February 2010 - April 2012
Bank of America September 2004 - July 2007
Skills
Sales, Customer Satisfaction, Sales Management, Sales Leadership..., Staff Development, Employee Training, Curriculum Design, ESL, Testing, Leadership, Coaching, Event Planning, Time Management, Team Building, Marketing, Management, Social Media, Spanish, Enterprise Software, Leadership Development, Training, Cold Calling
Education
Biola University 2006 — 2009
Bachelor of Arts (B.A.), Intercultural Studies - interdisciplinary with Sociology
Credit Suisse May 2014 - Present
United States Marine Corps Reserve August 2008 - August 2014
Bank of America April 2013 - April 2014
FSA & Associates 2010 - 2012
Skills
Business Planning, Enterprise Software, Hedge Funds, SAS, SQL, Financial Modeling, Financial Analysis, Leadership, Valuation, Data Analysis, Investments, Project Management, Team Building, Fixed Income, Strategy, Equities, Strategic Planning, Business Strategy, Business Process..., Finance, Team Leadership, Financial Reporting, Business Analysis, Analysis, Venture Capital, Capital Markets, Derivatives
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA), Finance, Strategy, Business Analytics
Binghamton University - School of Management 2004 — 2008
Management, Finace, Marketing
Prudential Fixed Income November 2014 - Present
Prudential Financial August 2013 - November 2014
Prudential Financial November 2011 - August 2013
Prudential Financial June 2010 - November 2011
Bank of America December 2009 - June 2010
General Electric 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Accounting, Analysis, Finance, Data Analysis, Auditing, Financial Accounting, Portfolio Management, Interest Rate Swaps, CBOT, Interest Rate..., Credit Derivatives, Strategy, Management
Education
Binghamton University 2005 — 2009
Bachelor of Arts, Economics
Binghamton University 2005 — 2009
Bachelor of Arts (B.A.), Economics
ERGOS Technology Partners June 2014 - Present
Apartment Life May 2012 - Present
Starbucks Coffee Company November 2010 - June 2014
Texas Legends November 2013 - April 2014
Bank of America April 2011 - September 2012
RGIS February 2009 - January 2011
Grace Brethren Schools September 2009 - November 2009
Kadiam Security Services June 2005 - August 2009
Heart of the Valley Christian School June 2005 - August 2008
Skills
Leadership, Customer Service, Event Planning, Training, Teaching, Social Media, Marketing, Management, Team Management, Team Building, Social Networking, Athletics, Coaching, Sales, Team Leadership, Leadership Development, Microsoft Office, Strategic Planning, Project Planning, Fundraising, Conflict Resolution, Event Management, Social Media Marketing, Customer Satisfaction, Community Outreach, Nonprofits, Teamwork, Merchandising, Time Management, Advertising, Data Entry, Facebook, Retail, Public Speaking, Sales Coordination, Microsoft Word, Account Management, CRM, Public Relations, Communication, Blogging
Education
Biola University 2005 — 2010
Bachelor's Degree, Physical Education
Village Christian High School 2001 — 2005
High School Diploma
BrownMillerGroup June 2015 - Present
Binghamton University April 2014 - Present
Steve Israel for Congress June 2014 - November 2014
FEGS June 2013 - August 2013
Bank of America June 2013 - August 2013
Steve Israel for Congress August 2012 - November 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Microsoft Office, Event Planning, Fundraising, Community Outreach, Social Media, Nonprofits, Teamwork, Time Management, Volunteer Management, Facebook
Education
Binghamton University 2013 — 2017
Bachelor's Degree
Syosset High School 2009 — 2013
Commercial Investment Trust (CIT) Group October 2011 - Present
Dun and Bradstreet, Inc December 2010 - August 2011
Dun & Bradstreet June 2008 - August 2011
Bank of America December 2002 - May 2008
Bank of America 2002 - 2004
MBNA 2000 - 2002
Citibankcard / The Associates 1998 - 2000
Skills
Banking, Financial Services, Loans, Mortgage Lending, Commercial Lending, Risk Analytics, Portfolio Management, Credit Risk, Risk Management, Financial Risk, Basel II, Credit, Credit Cards, Analytics, Innovation, Business Strategy, Forecasting, Predictive Modeling, Finance, Strategy, SAS, Retail Banking, Data Mining, Mergers & Acquisitions, Credit Scoring, Analysis, Predictive Analytics, Financial Modeling, Segmentation, Management, CRM, Credit Analysis, Due Diligence, Cross-functional Team..., Capital Markets, Enterprise Risk..., Leadership, Business Analytics, Valuation, Financial Analysis, Executive Management, Market Research, Economics, Corporate Finance, Hedge Funds, Quantitative Analytics, Fixed Income, Investment Banking, Structured Finance, Operational Risk
Education
Simon Fraser University 1992 — 1997
Ph. D., Economics
Birkbeck, University of London 1987 — 1990
M. Sc., Economics
University of Lagos 1981 — 1984
B. Sc., Accounting
Olivet Baptist High School - Upper School 1979 — 1981
Citi Personal Wealth Mgmt. September 1997 - Present
Bank of America 1995 - September 1997
Education
Binghamton University - School of Management 1991 — 1991
MBA, Management
Binghamton University - School of Management 1986 — 1990
BS, Management
Warner Bros. February 2008 - May 2009
Warner Bros. February 2008 - November 2008
Topa Management Company June 2001 - January 2008
Barrister Executive Suites May 1997 - October 2000
GRAND CAFÉ now Omni Hotel May 1996 - March 1997
BANK OF AMERICA February 1993 - February 1996
Education
Biola University 2000 — 2003
BS, ORGANIZATIONAL LEADERSHIP
Los Angeles City College 1993 — 1996
AA, LIBERAL ARTS
TIAA-CREF April 2015 - Present
Bank of America October 2005 - April 2015
Via-Source October 2005 - March 2006
Georgia Virtual Technical College 2002 - 2005
Georgia Quick Start 1999 - 2001
Skills
Leadership Development, Dreamweaver, Instructional Design, Organizational..., E-Learning, Analysis, Staff Development, Flash, Performance Improvement, CRM, Adult Education, Photography, E-commerce, Needs Analysis, Blended Learning, Learning Management, Instructor-led Training, ADDIE, Captivate, Visio, Process Improvement, Training Delivery, SharePoint, Technical Writing, SnagIt, Learning Management..., Employee Training, Training, Organizational Learning, Organizational..., Workshop Facilitation, Technical Training, Instructional Technology
Education
Utah State University 1995 — 1997
*MS, Instructional Technology
Biola University 1992 — 1996
BS, Organizational Leadership
Oklahoma State University 1986 — 1988
Edmond Memorial High School
Edmond Memorial High School
KPMG March 2015 - Present
Simanye June 2014 - August 2014
Barclays Investment Bank June 2012 - September 2013
Morgan Stanley August 2010 - April 2012
Bank of America May 2006 - July 2010
Education
IE Business School 2013 — 2014
MBA, Finance, Emerging Markets, Honors
Binghamton University
Bachelor of Arts (B.A.), Economics
Bank of America February 2008 - Present
Skills
Banking, Budgets, Business Analysis, ERP, Leadership, Management, Oracle Applications, Project Management, Risk Management, SDLC, Strategic Planning, Vendor Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
Birla Institute of Technology 1994 — 1998
B.E
St. Xavier's School
Bank of America August 2010 - Present
TIBCO Software Inc August 2006 - August 2010
Intelliswift Software Inc March 2005 - August 2006
Ultimo Software Solutions Inc March 2004 - March 2005
Oregon State University September 2002 - June 2004
Skills
SOA, Enterprise Architecture, Middleware, TIBCO, Application Architecture, Enterprise Software, Integration, Software Engineering, Agile Methodologies, Strategy, Architecture, Architectures, Master Data Management, Solution Architecture, ESB, IT Strategy, Vendor Management, Business Process..., Planning Budgeting &..., Big Data, Hadoop, Big Data Analytics, Cloud Computing
Education
Oregon State University 2002 — 2004
M.S, Computer Science
Birla Institute of Technology 1998 — 2000
M.C.A, Computer Science
Morgan Stanley Smith Barney January 2010 - Present
Morgan Stanley 2008 - February 2010
Bank of America April 2007 - March 2008
Bank of America January 2006 - April 2007
Skills
Executive Pay, Deferred Compensation, Succession Planning, Onboarding, HRIS, Talent Management, Employee Benefits, Performance Management, Employee Engagement, Employee Relations, HR Policies, Incentive Programs, Compensation & Benefit, Human Resources, HR Consulting
Education
Hofstra University 2000 — 2002
MA, Industrial/Organizational Psychology
Binghamton University 1996 — 2000
BA, Psychology and Economics
Bank of America October 2012 - Present
Grangou August 2007 - Present
Vantus Realty October 2009 - October 2012
ACC Capital Holdings October 2002 - May 2010
Ameriquest Mortgage September 2005 - May 2006
Ameriquest Mortgage December 2003 - September 2005
Aames Home Loan July 2000 - October 2002
Ameriquest Mortgage February 1998 - July 2000
Ameriquest Mortgage Company July 1996 - January 1998
Skills
Capital Markets, Customer Service, Risk Management, Real Estate, Customer Experience, Customer Satisfaction, Mortgage Underwriting, Mortgage Lending, Mortgage Servicing, Change Management, Asset Management, Banking, Due Diligence, FHA, Leadership, Loan Servicing, Loss Mitigation, Mortgage Banking, Portfolio Management, Strategic Planning, VA loans, Credit, Financial Analysis, Loan Origination, Loans, Management, Strategy, Underwriting, Credit Risk, Business Development, Process Improvement, Analysis, Financial Risk, Sales, Residential Mortgages, Credit Analysis, Relationship Management, Finance, Financial Services, Team Motivation
Education
Biola University 2007 — 2009
Organizational Leadership, Organizational Leadership
University of Illinois at Urbana-Champaign 1988 — 1993
Homestead High School 1984 — 1988
Bank of America September 2011 - Present
Bank of America August 2011 - Present
Bank of America April 2009 - Present
Bank of America July 2008 - Present
Countrywide December 2004 - June 2008
The Techfactory March 1999 - November 2004
Enpro India Limited 1997 - 1999
TCS 1994 - 1997
Education
Birla Institute of Technology 1990 — 1994
BE, Computer Science
Little Flower School
Direct ChassisLink Inc. April 2015 - Present
Direct ChassisLink Inc. December 2013 - Present
Cogentrix Energy Power Management, LLC July 2009 - December 2013
Cogentrix Energy, Inc. March 2006 - July 2009
Bank of America July 2005 - March 2006
Citrix Systems, Inc. November 1999 - June 2005
Waste Managment June 1998 - October 1999
Skills
Financial Analysis, Budgeting, Compliance, Due Diligence, Forecasting, Strategic Planning, Financial Modeling, Analysis, SAP, Accounting, Mergers, Excel, PeopleSoft, Problem Solving, Cash Management, Microsoft Office, Valuation, Financial Planning, ERP, Planning, Hyperion, Cost Analysis, Financial Management, Energy, Corporate Finance, Outlook, PowerPoint, Data Analysis, Word, Budgets, Hyperion Enterprise, Sarbanes-Oxley Act, Mergers & Acquisitions, Project Finance, Microsoft Excel
Education
Binghamton University - School of Management 1993 — 1997
Bachelor of Science, Accounting
Santander Bank, N.A. February 2009 - Present
Bank of America September 1997 - February 2009
Harvard Business School March 1997 - September 1997
Camp, Dresser and McKee December 1993 - March 1997
HMM Associates July 1989 - May 1991
Skills
Process Improvement, Banking, Strategy, Program Management, Segmentation, GIS, Strategic Planning, Analytics, Relationship Management, Management, Marketing, Credit, Analysis, Business Planning, Marketing Strategy, Proposal Writing, Integration, Budgets, CRM, Competitive Analysis, Project Planning, Portfolio Management, Risk Management, Financial Services, Leadership, Business Strategy
Education
State University of New York at Binghamton 1992 — 1994
Master's Degree, Geography
University of Vermont 1985 — 1989
Bachelor's Degree, Geography
Hopkins School
High School
Bank of America August 2014 - May 2015
Intuit / Digital Insight April 2013 - July 2014
Kaiser Permanente February 2012 - March 2013
Farmers Insurance (Claims) February 2010 - December 2011
WellPoint/Anthem Blue Cross September 2007 - January 2010
Toyota September 2002 - September 2007
American Honda Financial Corporation August 2001 - September 2002
Skills
SDLC, PMP, PMO, Project Portfolio..., Certified Scrum Master..., Agile, Project Delivery, Data Center, Project Management, Software Project..., Agile Project Management, Requirements Analysis, Management, Business Process..., Visio, Strategy, IT Strategy, MS Project, Business Process, Resource Management, Business Intelligence, Agile Methodologies, Business Requirements, Process Improvement, Vendor Management, Business Analysis, Program Management, Scrum, Requirements Gathering, Waterfall
Education
University of California, Los Angeles 2013 — 2014
Certificate, Agile Project Management, A+
University of California, Los Angeles 2011 — 2013
Certificate, Project Management, A
PMI 2011 — 2011
Certified Scrum Master (CSM), Agile/Scrum, A+
PMI 2007 — 2007
Certified Project Management Professional (PMP, Information Technology Project Management
State University of New York at Binghamton 1970 — 1973
Master of Science (M.S.), Computer Science, A
Bank of America Merrill Lynch April 2014 - Present
Bank of America May 2004 - Present
Bank of America April 2004 - December 2010
Education
Binghamton University - School of Management 1994 — 1998
Blank Rome LLP August 2015 - Present
Mortgage Recovery Law Group March 2009 - August 2015
Indymac Bank May 2007 - December 2008
ACC Capital Holdings May 2004 - May 2007
Indymac Bank August 2000 - May 2004
Bank of America July 1998 - April 2000
Home Savings of America June 1996 - July 1998
Wells Fargo 1994 - 1996
Skills
Litigation, Legal Writing, Legal Research, Civil Litigation, Courts, Westlaw, Real Estate, Intellectual Property, Bankruptcy, Mediation, Mortgage Banking, Mergers & Acquisitions, Appeals, Finance, Due Diligence, Corporate Law, Trials, Family Law, Commercial Litigation, Risk Management
Education
Whittier Law School 2005 — 2008
Juris Doctor
Biola University 1999 — 2005
Bachelor of Science (BS), Organizational Leadership
Bank of America March 2013 - Present
Bank of America October 2012 - February 2013
Bank of America March 2011 - September 2012
Bank of America April 2007 - February 2011
Balboa Life Insurance April 2005 - April 2007
Crista Elim (Non Profit) July 2003 - February 2005
Skills
Business Process..., Project Management, Process Design, Quality Assurance, Reporting, Analytics, Staff Modeling, Six Sigma, SQL, SharePoint, Business Controls, Microsoft Office..., Mortgage Servicing, Analysis, Business, Cross-functional Team..., Leadership, Microsoft Office, Program Management, Business Analysis
Education
Biola University 2006 — 2008
Bachelor of Science (B.S.), Organizational Leadership
trrigr April 2015 - Present
Bank of America April 2013 - April 2015
AOL Advertising October 2010 - April 2013
Deloitte August 2009 - October 2010
Deloitte November 2007 - August 2009
Gramercy Park Litigation Consulting January 2007 - September 2007
Tata Consultancy Services October 2004 - May 2005
Skills
SAS, Analytics, Data Mining, Data Analysis, SQL, JavaScript, Matlab, Reporting & Analysis, Campaign Performance..., Post Campaign Analysis, Omniture, Quantitative Analytics, Web Analytics, Business Intelligence, Predictive Analytics, Statistics, Statistical Modeling, Financial Modeling, VBA, Strategy
Education
Rutgers University-New Brunswick 2005 — 2007
M.A, Economics
Binghamton University 2002 — 2004
B.S, Economics and Mathematics
Air Force Bal Bharti 1986 — 1999
high school diploma
Bank of America July 2007 - Present
World Opportunities 2004 - 2007
3dBob Productions 2002 - 2004
7-Eleven 1999 - 2001
Skills
Banking, Credit, Mortgage Lending, Operational Risk..., Financial Modeling, Loans, Risk Management, Consumer Lending, Credit Risk, Operational Risk, Financial Risk, Financial Analysis, Default, Credit Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2007
MBA, Finance
Biola University 1996 — 1999
BA, Psychology - Organizational Development Focus
Bank of America January 2003 - Present
Banc of America Leasing 2003 - Present
Philip Morris Capital Corp June 1990 - August 2003
Skills
Leases, Credit
Education
Pace University - Lubin School of Business 1996 — 1998
MBA, Finance
Binghamton University - School of Management 1983 — 1987
M&T Bank August 2014 - Present
M&T Bank March 2013 - August 2014
First Niagara Bank April 2012 - March 2013
M&T Bank September 2008 - April 2012
Wachovia August 2007 - August 2008
Wachovia April 2002 - July 2007
Wells Fargo Home Mortgage June 2001 - April 2002
Wachovia, A Wells Fargo Company August 1998 - June 2001
Bank of America March 1997 - July 1998
Skills
Mortgage Lending, Banking, Risk Management, Legal Research, Real Estate, Credit, Bankruptcy, Privacy Law, Consumer Lending, Corporate Governance
Education
State University of New York at Buffalo - Law School 2005 — 2007
J.D.
Temple University - James E. Beasley School of Law 2004 — 2005
University at Buffalo 1996 — 1998
B.A., English
Binghamton University 1994 — 1996
Political Science
Lewiston-Porter Senior High School 1990 — 1994
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Fordham Law School August 2011 - Present
City University of New York Endowment August 2009 - June 2011
Bank of America June 2008 - August 2008
Loews Corporation June 2007 - August 2007
Skills
Analysis, Microsoft Excel, PowerPoint, Investments, Research, Financial Modeling
Education
Binghamton University - School of Management 2005 — 2009
B.S., Finance
Fordham University School of Law
First American Title October 2012 - Present
Quality Systems, Inc April 2011 - August 2012
De Winter International October 2010 - April 2011
Grant Thornton August 2005 - March 2010
Bank of America November 2000 - June 2005
Skills
SEC filings, Revenue Recognition, Sarbanes-Oxley Act, Auditing, US GAAP, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Financial Accounting, Financial Statements, GAAP, Cost Accounting, Financial Audits, Finance, SEC Filings
Education
Biola University 2001 — 2006
BS, Accounting
Bank of America April 2012 - Present
Genesis10 September 2011 - April 2012
Albany Law School October 2009 - September 2011
Research Foundation of SUNY July 1999 - October 2009
Skills
Cisco Routing &..., Microsoft Exchange, MCITP, Cisco Wireless, Cisco Firewall Security, Windows 7, Active Directory, DNS, MS Project, Project Management, Apache, Linux, Group Policy, Data Center
Education
Binghamton University 1995 — 1999
BA, English Literature
Bank of America Merrill Lynch 2004 - Present
Better Business Bureau 2004 - 2010
Bank of America 1989 - 2004
Citi 1978 - 1989
Education
Binghamton University - School of Management
B.S., Management Science
Fordham Gabelli School of Business
M.B.A., Marketing
Delta Dental June 2005 - Present
PMI Mortgage Insurance Co. 2004 - 2005
Charles Schwab 2000 - 2000
AAA 1997 - 2000
Spherion Technology 1993 - 1997
Bank of America 1989 - 1993
Skills
Quality Center, User Acceptance Testing, SDLC, ClearQuest, Testing, Quality Assurance, Test Planning, Test Management, Test Cases, Software Quality..., System Testing, Test Strategy, Integration Testing, Business Requirements, Waterfall, Requirements Gathering, Software Documentation, Test Automation, Integration, Agile Testing, Release Management, Manual Testing, Regression Testing, Defect Tracking, LoadRunner, System Integration..., Black Box Testing, Performance Testing, Functional Testing, Agile Methodologies, WinRunner, Requirements Analysis, Selenium, RUP, JIRA
Education
University of California, Berkeley
Certificate In Information Systems (10 College Level Information Systems Classes), Information Systems, A
San Francisco State University, College of Business
Master of Business Administration (MBA), Business Administration and Management, General
Binghamton University - School of Management
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bank of America September 2012 - Present
Bank of America August 2010 - September 2012
Bank of America April 2008 - August 2010
Bank of America June 2006 - April 2008
Lockheed Martin August 2005 - June 2006
Fidelity Investments January 2003 - July 2005
IBM March 2000 - December 2002
Skills
DB2, Websphere, Requirements Analysis, Software Project..., Oracle, Integration, Application Architecture, Web Services, Mainframe, SQL, Microsoft SQL Server, .NET, C#, J2EE Application..., IIS, Windows, UML, SDLC, Agile Methodologies, CMMI, Enterprise Architecture, Software Development, SOA, Solution Architecture, Java Enterprise Edition, Unix, Requirements Gathering, Data Warehousing, Systems Analysis, Architecture, Weblogic, PL/SQL, Enterprise Software, Visio, SharePoint
Education
State University of New York at Binghamton 1997 — 2000
Bachelor of Science (B.S.), Computer Science
Bank of America December 2014 - Present
Nomura May 2013 - December 2014
Nomura September 2008 - May 2013
Lehman Brothers September 2007 - September 2008
Louis Stokes Alliance for Minority Participation 2005 - 2007
Skills
Scala, Java, Spring, Sybase, Reference Data, SQL, Java Enterprise Edition, Unix, XML, Core Java, Requirements Analysis, Investment Banking, Enterprise Architecture, Financial Markets, Capital Markets, Web Applications, Business Analysis, Agile Methodologies, GWT
Education
Birkbeck College, University of London 2010 — 2012
Graduate Diploma, Finance
City University of New York City College 2003 — 2007
BE, Computer Engineering, MAGNA CUM LAUDE, GPA 3.62 (/4.0)
Yardi March 2013 - May 2014
Yardi January 2010 - March 2013
SiteStuff, Inc. August 2005 - January 2010
Bank of America May 1996 - December 2004
Rosinter Restaurants September 1993 - November 1995
Skills
Food Service, Microsoft Office
Education
Cornell University 1991 — 1993
MPS, Business Administration
Binghamton University 1982 — 1986
BS, Political Science
SPS Consulting April 1989 - Present
Dealer's Fantasy 2014 - 2015
Bank of America December 2008 - April 2014
Strategic Process Solutions 1990 - 2009
BMW Financial Services 2007 - 2008
Banc of America Securities 2006 - 2007
JPMorgan Chase 2004 - 2007
JPMorganChase 2003 - 2006
JP Morgan 2003 - 2006
IDB Bank 2000 - 2001
Skills
Project Planning, IT Strategy, Project Management, Credit Risk, Data Warehousing, Management, Credit, Loans, Enterprise Architecture, Quality Assurance, Equities, PMO, Disaster Recovery, Business Analysis, Requirements Gathering
Education
Binghamton University 1972 — 1974
BA, Psychology
GNN
GNN
GNN
GNN
GNN
Morgan, Lewis & Bockius LLP September 2015 - Present
ITT February 2014 - 2015
ITT Corporation July 2009 - February 2014
Bank of America February 2008 - May 2008
Cowan DeBaets Abrahams & Sheppard LLP September 2007 - November 2007
Shames & Litwin, LLC February 2007 - May 2007
U.S. Court of International Trade September 2006 - November 2006
Skills
Legal Writing, Legal Research, Intellectual Property, Licensing, Trademarks, International Law, Trademark Infringement, Motions, Copyright Law, Legal Issues, Russian, Westlaw, Due Diligence, Corporate Law, International M&A, Cyberlaw, Joint Ventures, Mergers, Divestitures, Non-disclosure..., SaaS, Software License..., Contract Law, Social Collaboration, IT contract negotiation, Mergers & Acquisitions
Education
Northeastern University School of Law 2005 — 2008
J.D., Law
State University of New York at Binghamton 2002 — 2005
B.A., Political Science
Yorktown High School 1998 — 2002
Regents Diploma
David Lerner Associates, Inc. October 2013 - Present
JPMorgan Chase February 2012 - April 2012
Morgan Stanley Smith Barney February 2007 - December 2011
AIG May 2006 - February 2007
Bank of America August 2003 - January 2006
TD Ameritrade August 1998 - May 2003
Skills
Fixed Income, Mutual Funds, Asset Management, Back Office, Portfolio Management, Trading, Asset, Series 63, Investments, Series 7, Private Equity, Securities, Compliance, Equities, Wealth Management, Financial Reporting, Banking, Derivatives, Valuation, Customer Relations, Bonds, Investment Banking, Financial Analysis, Asset Managment, Capital Markets, Asset Allocation, Customer Service, FINRA, Financial Services, Risk Management, Finance, Financial Advisory, Financial Risk, Management, Due Diligence, Bloomberg, Alternative Investments, Credit, Anti Money Laundering
Education
Binghamton University
BA, Pre-Law/Sociology
Wedbush Morgan Securities January 2008 - Present
WR Hambrecth 2005 - 2008
Schwab Soundview Capital Markets 2004 - 2005
Bank of America 1999 - 2003
Skills
Series 7, Series 63, Equities, Hedge Funds, Capital Markets, Mutual Funds, Investment Banking, Electronic Trading, Series 24, Securities, Alternative Investments, Equity Trading, Bloomberg, FINRA, Trading Systems, Trading
Education
Fordham University - Graduate School of Business Administration
MBA, Emphasis in Finance
State University of New York at Binghamton
BA, Sociology
Citizens Bank April 2015 - Present
DE Capital October 2012 - April 2015
Bank of America September 2007 - October 2012
Skills
Mortgage Lending
Education
Binghamton University 1998 — 2001
Bank of America Principal, Quant AnalystBanc of America Securities LLC2007 - 2007
CITIL 1993 - 1995
Education
Birla Institute of Technology and Science, Pilani 1989 — 1993
Instru
Birla Institute of Technology
California Credit Union October 2011 - Present
RANDSTAD US January 2011 - June 2011
FAITHFUL CENTRAL BIBLE CHURCH August 2009 - January 2010
CALIFORNIA NATIONAL BANK February 2004 - June 2009
KINECTA FEDERAL CREDIT UNION formerly known June 1998 - January 2004
AMERICAN HONDA FINANCE CORPORATION January 1996 - January 1998
BANK OF AMERICA July 1992 - September 1995
Security Pacific Bank September 1990 - July 1992
Skills
Mortgage Lending, Loans, Credit, Banking, CRM, Management, Coaching, Microsoft Excel, Customer Service, Real Estate, Leadership, Event Planning, Accounting, Finance
Education
The American School of Mortgage Banking 1999 — 1999
Certificate, Conventional Loan Processing
Biola University 1980 — 1985
Bachelor of Arts Degree, Communications
McGovern Legal Services July 2015 - Present
NJ Division of Law Volunteer Associates in Public Service Program - Securities Fraud Prosecution January 2015 - June 2015
Volunteer Lawyers for Justice October 2014 - December 2014
Morgan Stanley January 2007 - August 2014
AXA Advisors August 2006 - December 2006
Budd Larner, P.C. June 2006 - August 2006
E*TRADE Financial Corporation October 1999 - June 2006
Bank of America May 1998 - October 1999
US Army September 1986 - August 1996
Skills
Securities, Financial Analysis, Investment Brokerage, Financial Services, Capital Markets, Public Speaking, Corporate Finance, Private Equity, Legal Writing, Intellectual Property, Hedge Funds, Litigation, Legal Research, Research, Contract Negotiation, Program Management, Commercial Litigation, Corporate Governance, Negotiation, Cross-functional Team..., Courts, Civil Litigation, Appeals, Corporate Law, Arbitration, Analysis, Westlaw, Mediation, Management, Finance, Licensing, Legal Assistance, Criminal Law, Trials, Real Estate, Financial Risk, Financial Planning, Leadership, Due Diligence, Risk Management, Equities, Financial Reporting
Education
Rutgers University School of Law - Newark 2003 — 2007
JD, Law
Binghamton University - School of Management 1996 — 1998
BS, Finance & Management
Hanging Out Your Shingle
Mediation
Mediation
Mediation
Mediation Training
CIBC World Markets May 2015 - Present
AIG June 2014 - May 2015
Bank of America April 2011 - June 2014
Ernst & Young October 2008 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Capital Markets, Strategic Planning, Business Planning, Strategy, Real Estate, Risk Management, Finance, Financial Analysis, Financial Reporting, Operational Excellence, Business Transformation, Operational Efficiency, Derivatives, Corporate Finance
Education
Binghamton University - School of Management 2014 — 2015
Master of Business Administration (M.B.A.), Management
Binghamton University - School of Management 2004 — 2008
Bachelor of Science (B.S.), Management with a concentration in Finance
Cognizant Technology Solutions November 2005 - Present
Equity Trust Company October 2009 - April 2010
DHL 2010 - 2010
Cognizant Technology Solutions November 2005 - October 2009
Regional Acceptance Corp 2009 - 2009
KeyBank 2007 - 2008
Bank of America 2004 - 2005
Birlasoft INC 2003 - 2004
Skills
FileNet, Enterprise Content..., Business Process..., Business Process Design, Records Management, Architecture, Solution Architecture, SDLC, Requirements Gathering, SOA, Architectures, SOAP, Agile Methodologies, Enterprise Architecture, SQL, Software Project..., Web Services
Education
Birla Institute of Technology 2000 — 2003
MCA, Computer Science
City National Bank 2014 - Present
First Citizens Bank 2010 - 2013
CalNational Bank 2002 - 2010
Bank of America 1997 - 2002
Echoes & Associates 1996 - 1997
Southern Baptist Credit Union 1994 - 1996
HomeFed Bank, FA 1990 - 1994
Skills
Real Estate Development, Credit Analysis, Mortgage Lending, Commercial Mortgages, Underwriting, Credit Risk, Small Business Lending, Mortgage Banking, Loans, Commercial Banking, Loan Origination, Asset Based Lending, Retail Banking, Financial Analysis, Portfolio Management, Real Estate, Commercial Lending, Banking, Credit
Education
Biola University
Master's Degree
San Diego State University-California State University
Bachelor's Degree
Bank of America 2003 - Present
Equifax 1997 - 2002
Bank of America 1993 - 1997
Citi 1985 - 1993
Skills
Loss Mitigation, Executive Management, P&L Management, Operational Efficiency, Vendor Management, Strategic Planning, Process Improvement, Banking, Finance, Credit, Start-ups, Credit Cards, Mortgage Banking, Management, Risk Management, Mortgage Lending, Leadership, Loans
Education
SUNY Binghamton
BS, Business Management
Bank of America 2005 - Present
Wachovia, A Wells Fargo Company 2001 - 2005
Education
Binghamton University - School of Management 1997 — 2001
BS, Finance/Economics
Bank of America April 2014 - Present
Bank of America December 2008 - August 2012
Bank of America 2007 - November 2008
Bank of America May 2006 - November 2007
Skills
Six Sigma, Metrics, Process Improvement, Business Process..., Change Management, Visio, Project Portfolio..., Risk Management, Vendor Management, Performance Improvement, Project Management, Banking, Business Analysis, Program Management, Relationship Management, Leadership, Workshop Facilitation, Cross-functional Team..., Management Consulting, Portfolio Management, Training, Performance Management, Financial Services, Leadership Development, Leadership Development..., Coaching, Training Delivery, Retail Banking, Performance Consulting, Consumer Lending, Mortgage Lending, Small Business Lending, Credit, Mortgage Banking, Loans, Operational Risk..., Loan Origination, Sales, Financial Risk, Management, Team Building, Customer Service
Education
Biola University 1977 — 1981
Bachelor of Science (B.S.), Education
Bank of America October 2001 - Present
Skills
Risk Management, Portfolio Management, Credit
Education
Fordham University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Binghamton University - School of Management 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bank of America February 2015 - Present
Capital One August 2014 - February 2015
JP Morgan Chase May 2010 - January 2014
First Investors Corporation August 2009 - December 2009
Skills
Mortgage Lending, Loans, Finance, Real Estate, First Time Home Buyers, Investments, Banking, Credit, Financial Services
Education
Binghamton University 2005 — 2009
BA, Economics
Bank of America June 2014 - August 2014
Infosys June 2011 - June 2013
Google May 2010 - August 2010
Skills
Java, C, SQL, JavaScript, Linux, HTML, MySQL, Programming, Algorithms, XML, PL/SQL, JSP, Servlets, CSS, Springs, TCP/IP, Socket Programming, Eclipse
Education
North Carolina State University 2013 — 2014
Master's degree, Computer Science, 3.88
Birla Institute of Technology 2007 — 2011
Bachelor of Engineering (B.E.), Computer Science
Fannie Mae February 2014 - July 2015
Supply Chain Management, LLC September 2012 - February 2014
IHG 2002 - 2004
Bank of America 2001 - 2002
American Express 1993 - 2001
American Express 1993 - 2001
Rolm 1978 - 1980
Skills
Strategic Planning, Leadership, Operations Management, Management, Strategy, Team Building, Business Strategy, Process Improvement, Executive Management, Budgets, Contract Negotiation, Change Management, Cross-functional Team..., Negotiation, Forecasting, Management Consulting, Mergers & Acquisitions, Team Leadership, Business Planning, Business Process..., Procurement, Supply Chain Management, Supply Chain, Program Management
Education
Stanford University Graduate School of Business 1992 — 1992
Senior Executive Program 1992
State University of New York College at Oswego 1970 — 1974
Bachelor of Arts, Liberal Arts/Music
Binghamton University - School of Management
M.B.A., Finance & Arts Management
Binghamton University - School of Management
M.S. Accounting, Accounting
Loyola University New Orleans
M.Q.M., Quality Management
U.S. Trust, Bank of America Private Wealth Management May 2012 - Present
Bank of America September 2010 - March 2012
National Income Life Insurance Company August 2009 - July 2010
Binghamton University 2005 - 2009
Skills
Wealth Management, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Investments, Financial Analysis, Customer Service, Banking, Finance, Risk Management
Education
Binghamton University - School of Management 2005 — 2009
BS Management
Binghamton University
Social & Scientific Systems April 2014 - Present
RTI International January 2012 - March 2014
RTI International October 2008 - December 2012
United Guaranty Corporation September 2002 - October 2008
First Union National Bank September 2000 - August 2002
Bank of America January 2001 - August 2001
eMedSoft.com October 1999 - August 2000
Cornell University January 1993 - October 1999
WoodWrite Systems January 1989 - December 1992
Cornell University August 1980 - December 1988
Skills
Program Management, Cross-functional Team..., PMP, Project Management, Software Project..., Vendor Management, Process Improvement, Project Portfolio..., Governance, MS Project, ITIL, SharePoint, ERP, SDLC, IT Management, PMO, Business Process..., IT Service Management, IT Strategy, Software Documentation, CRM, Security, Business Intelligence, Integration, Software Development, Change Management, Project Planning, Team Leadership, Requirements Gathering, Management, Information Technology, Business Analysis, Requirements Analysis, Analysis, Visio, Enterprise Architecture, Disaster Recovery, Resource Management, Agile Methodologies, Business Process, IT Operations, Consulting, Agile Project Management, Mentoring, Databases, Quality Assurance, Systems Analysis, Data Analysis, Process Engineering
Education
State University of New York at Binghamton 1977 — 1981
Bachelor's degree, Psychology
Colonial Consulting LLC November 2005 - Present
Bank of America November 2003 - October 2005
Skills
Due Diligence, Investments, Equities, Investment Management, Private Equity, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance
Binghamton University - School of Management 1999 — 2003
BS, Finance
Bank of America 2013 - Present
Educator's Plus December 2012 - Present
1099/W2 Contractor June 2000 - Present
Mount St. Mary's College July 2000 - December 2004
Electrorent Corporation March 1999 - February 2000
Skills
Tutoring, Teaching, Curriculum Design, Curriculum Development, Classroom, Lesson Planning, Higher Education, Educational Technology, Literacy, Elementary Education, Research, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1997
Master's (M.A.), Political Science and Doctor of Education (Ed.D), Social & Philosophical Foundations of Education; Political Theory
Biola University 1983 — 1986
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Travis Credit Union April 2013 - Present
Travis Credit Union September 2008 - April 2013
Bank of America June 1997 - November 2003
Macy's West June 1991 - June 1997
Skills
Training, Performance Management, Instructional Design, Workshop Facilitation, Coaching, Team Building, E-Learning, Human Resources, Banking, Employee Engagement
Education
Biola University 1987 — 1991
B.S., Marketing
CA Technologies November 2003 - Present
Estee Lauder November 2001 - January 2003
Bank of America 1993 - 2001
Skills
Finance, Business Analysis, Financial Analysis, Strategic Planning, Risk Management, Microsoft Office, Financial Planning, Problem Solving
Education
Binghamton University - School of Management 1988 — 1992
BS, Accounting
JPMorgan Chase & Co. May 2015 - Present
Bank of America July 2012 - Present
Bank of America March 2015 - May 2015
Brown Brothers Harriman October 2005 - April 2012
Investment Technology Group (ITG) Inc January 2000 - September 2005
Deloitte December 1997 - December 1999
Prudential Financial January 1994 - November 1997
Education
Binghamton University - School of Management 1989 — 1993
Bachelors of Science
Bank of America June 2012 - Present
JPMorgan Chase April 2008 - May 2012
Bear Stearns September 2005 - March 2008
Summit Systems, Inc June 1997 - August 2005
Education
Cornell University 1996 — 1997
Master of Engineering (MEng), Computer Science
Binghamton University 1992 — 1995
Bachelor of Science (BS), Computer Science
Bank of America 2010 - Present
Bank of America 2009 - 2010
Skills
Finance, Financial Reporting, Financial Analysis, Essbase, Variance Analysis, Strategic Financial...
Education
Binghamton University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Self-employed 2011 - Present
Oppenheimer & Co. April 2009 - September 2010
Bank of America 2005 - 2009
ABN AMRO Bank N.V. 2004 - 2005
Natixis 2002 - 2004
Societe Generale 2000 - 2002
Skills
Portfolio Management, Equities, Derivatives, Equity Derivatives, Structured Products, Fixed Income, Capital Markets, Bloomberg, Options, Hedge Funds, Alternative Investments, Asset Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Finance and Economics
Binghamton University - School of Management 1990 — 1994
Bachelor of Science (BS), Accounting
HSBC March 2014 - Present
Bank of America June 2006 - November 2013
Skills
Banking, Financial Analysis
Education
State University of New York at Binghamton
BS, Business Administration and Management, General, Finance, Management Information Systems
Bank of America March 2005 - Present
Education
Birla Institute of Technology 1983 — 1987
Bachelor of Engineering (BEng), Electrical, Electronics and Communications Engineering