Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Bryan Monteith Bryan Monteith's Bank of America Experience February 2008 - June 2009
Job
Industry Banking
Experience
First South Bank March 2015 - Present
SunTrust Bank February 2014 - February 2015
Fidelity Bank June 2009 - February 2014
Bank of America February 2008 - June 2009
Wachovia Bank April 2004 - February 2008
RBC Centura May 2003 - April 2004
Wachovia Bank NA June 2002 - May 2003
Wachovia Bank NA January 2001 - June 2002
Skills
Portfolio Management, Credit Analysis, Risk Management, Customer Relations, Cash Flow Management, Structured Finance, Client Retention, Commercial Banking, Cash Management, Financial Analysis, Banking, Credit, Commercial Lending, Financial Modeling, Underwriting, Corporate Finance, Due Diligence, New Business Development, Cash Flow, Business Planning, Business Strategy, Sales Management, Treasury Management, Finance, Customer Service, Mergers, Real Estate, Relationship Management, Sales, Investments, Customer Retention, Mergers & Acquisitions, Leadership, Business Development, Small Business
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA
Western Carolina University 1992 — 1997
Bachelor of Science
Blue Ridge High School
First South Bank March 2015 - Present
SunTrust Bank February 2014 - February 2015
Fidelity Bank June 2009 - February 2014
Bank of America February 2008 - June 2009
Wachovia Bank April 2004 - February 2008
RBC Centura May 2003 - April 2004
Wachovia Bank NA June 2002 - May 2003
Wachovia Bank NA January 2001 - June 2002
Skills
Portfolio Management, Credit Analysis, Risk Management, Customer Relations, Cash Flow Management, Structured Finance, Client Retention, Commercial Banking, Cash Management, Financial Analysis, Banking, Credit, Commercial Lending, Financial Modeling, Underwriting, Corporate Finance, Due Diligence, New Business Development, Cash Flow, Business Planning, Business Strategy, Sales Management, Treasury Management, Finance, Customer Service, Mergers, Real Estate, Relationship Management, Sales, Investments, Customer Retention, Mergers & Acquisitions, Leadership, Business Development, Small Business
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA
Western Carolina University 1992 — 1997
Bachelor of Science
Blue Ridge High School
Roger Norris Roger Norris's Bank of America Experience January 2003 - March 2006
Job Financial Services Strategy & Operations Leader; Wealth Management | Brokerage | Banking
Industry Financial Services
Experience
TIAA-CREF 2014 - Present
Wells Fargo Wealth, Brokerage & Retirement 2009 - 2014
Wells Fargo (Wachovia) March 2006 - January 2009
Bank of America January 2003 - March 2006
Bank of America July 1994 - January 2003
Accenture (Andersen Consulting) 1985 - 1994
Education
UNC Kenan-Flagler Business School 2004 — 2005
MBA
Vanderbilt University 1981 — 1985
BA
TIAA-CREF 2014 - Present
Wells Fargo Wealth, Brokerage & Retirement 2009 - 2014
Wells Fargo (Wachovia) March 2006 - January 2009
Bank of America January 2003 - March 2006
Bank of America July 1994 - January 2003
Accenture (Andersen Consulting) 1985 - 1994
Education
UNC Kenan-Flagler Business School 2004 — 2005
MBA
Vanderbilt University 1981 — 1985
BA
Andrea Williamson Andrea Williamson's Bank of America Experience September 1993 - December 1996
Job Business Banking at First Citizens Bank
Industry Banking
Experience
First Citizens Bank January 2013 - Present
SouthTrust Bank January 1998 - June 2002
SouthTrust Bank January 1997 - January 1998
Bank of America September 1993 - December 1996
Skills
Business Loans, Real Estate Lending, Commercial Leasing, Underwriting, Refinance, Loan Origination, Lines Of Credit, Commercial Banking, Commercial Lending, Banking, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1993
First Citizens Bank January 2013 - Present
SouthTrust Bank January 1998 - June 2002
SouthTrust Bank January 1997 - January 1998
Bank of America September 1993 - December 1996
Skills
Business Loans, Real Estate Lending, Commercial Leasing, Underwriting, Refinance, Loan Origination, Lines Of Credit, Commercial Banking, Commercial Lending, Banking, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1993
Aaron Linz Aaron Linz's Bank of America Experience May 2010 - Present
Job at Bank of America
Industry Banking
Experience
Bank of America May 2010 - Present
Transamerica Reinsurance May 2006 - May 2010
NouvEON August 2004 - May 2006
Dante Consulting April 2003 - August 2004
Duke Energy Corporation August 2002 - April 2003
Pomeroy IT Solutions May 2000 - August 2002
Price Waterhouse Management Consultants November 1999 - April 2000
GE Plastics May 1999 - November 1999
PricewaterhouseCoopers September 1996 - May 1999
Skills
Business Analysis, Requirements Analysis, Change Management, SDLC, Auditing, Software Documentation, Project Management, Business Process, Requirements Gathering, .NET, Management, Java, Project Delivery, Analysis, Testing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1996
MAC, Master of Accounting
Bank of America May 2010 - Present
Transamerica Reinsurance May 2006 - May 2010
NouvEON August 2004 - May 2006
Dante Consulting April 2003 - August 2004
Duke Energy Corporation August 2002 - April 2003
Pomeroy IT Solutions May 2000 - August 2002
Price Waterhouse Management Consultants November 1999 - April 2000
GE Plastics May 1999 - November 1999
PricewaterhouseCoopers September 1996 - May 1999
Skills
Business Analysis, Requirements Analysis, Change Management, SDLC, Auditing, Software Documentation, Project Management, Business Process, Requirements Gathering, .NET, Management, Java, Project Delivery, Analysis, Testing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1996
MAC, Master of Accounting
David Zittrouer David Zittrouer's Bank of America Experience July 2015 - Present
Job Liquidity Risk Senior Analyst at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America June 2013 - July 2015
UNC Dance Marathon April 2012 - March 2013
Bank of America June 2012 - August 2012
UNC Dance Marathon April 2011 - April 2012
Wells Fargo May 2011 - July 2011
Skills
Non-profits, Fundraising, Budgeting, Financial Modeling, Financial Analysis, Team Building, Microsoft Excel, Organizational..., Strategic Planning, PowerPoint, Nonprofits, Budgets, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelors of Science in Business Administration, Finance
Bank of America July 2015 - Present
Bank of America June 2013 - July 2015
UNC Dance Marathon April 2012 - March 2013
Bank of America June 2012 - August 2012
UNC Dance Marathon April 2011 - April 2012
Wells Fargo May 2011 - July 2011
Skills
Non-profits, Fundraising, Budgeting, Financial Modeling, Financial Analysis, Team Building, Microsoft Excel, Organizational..., Strategic Planning, PowerPoint, Nonprofits, Budgets, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelors of Science in Business Administration, Finance
Aaron Blais, CPA Aaron Blais, CPA's Bank of America Experience July 2008 - July 2011
Job Management Consultant at MCG
Industry Financial Services
Experience
Midtown Consulting Group January 2015 - Present
Midtown Consulting Group January 2013 - December 2014
NAVEX Global October 2011 - December 2012
Bank of America July 2008 - July 2011
Bank of America July 2007 - July 2008
Defender Capital Advisors May 2005 - June 2005
Skills
Accounting, Middle Office, Business Process Mapping, Financial Analysis, Financial Reporting, Enterprise Systems..., Internal Audit, External Audit, Financial Modeling, Dodd-Frank, Commercial Real Estate, Month End Close, Investor Relations..., PnL, Prime Brokerage, Counterparty Risk, Capital Markets, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Masters of Accounting (MAC), Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science, Business Administration
Midtown Consulting Group January 2015 - Present
Midtown Consulting Group January 2013 - December 2014
NAVEX Global October 2011 - December 2012
Bank of America July 2008 - July 2011
Bank of America July 2007 - July 2008
Defender Capital Advisors May 2005 - June 2005
Skills
Accounting, Middle Office, Business Process Mapping, Financial Analysis, Financial Reporting, Enterprise Systems..., Internal Audit, External Audit, Financial Modeling, Dodd-Frank, Commercial Real Estate, Month End Close, Investor Relations..., PnL, Prime Brokerage, Counterparty Risk, Capital Markets, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2007
Masters of Accounting (MAC), Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science, Business Administration
Nilesh Wani Nilesh Wani's Bank of America Experience May 2013 - December 2013
Job Brand Specialist at Amazon
Industry Internet
Experience
Amazon January 2014 - Present
Bank of America May 2013 - December 2013
Bank of America July 2012 - May 2013
Bank of America June 2011 - July 2012
Skills
Brand Management, Retail Buying, Inventory Management, Pricing Strategy, Product Cost Analysis, Operations Management, Marketing, Merchandising, Catalog Management, Demand Planning, Negotiation, Profitability..., Risk Management, Risk Analysis, Process Design, Process Improvement, Project Management, Performance Testing, Usability Testing, Data Analysis, Python, Pivot Tables, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration with an emphasis in Consulting
Amazon January 2014 - Present
Bank of America May 2013 - December 2013
Bank of America July 2012 - May 2013
Bank of America June 2011 - July 2012
Skills
Brand Management, Retail Buying, Inventory Management, Pricing Strategy, Product Cost Analysis, Operations Management, Marketing, Merchandising, Catalog Management, Demand Planning, Negotiation, Profitability..., Risk Management, Risk Analysis, Process Design, Process Improvement, Project Management, Performance Testing, Usability Testing, Data Analysis, Python, Pivot Tables, Microsoft Excel, Microsoft PowerPoint, Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration with an emphasis in Consulting
Hampton Barclay Hampton Barclay's Bank of America Experience June 2014 - Present
Job AVP, MovesAddsChanges (MAC) Director at Bank of America
Industry Real Estate
Experience
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Zapolski Real Estate, LLC June 2012 - August 2012
Build Now LLC January 2011 - June 2011
Build Now LLC January 2010 - February 2011
Home Builders Association of Greater New Orleans January 2008 - August 2009
Home Builders Association of Greater New Orleans July 2006 - August 2009
Skills
Financial Modeling, Real Estate Development, Housing Associations, Operations Management, DCF, Team Leadership, Non-profits, Strategic Planning, Due Diligence, Real Estate, Exceptional People..., Nonprofits, Analysis, Strategy, Leadership, Disposition, Corporate Real Estate, Budgets, Program Management, Management, Sales
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Real Estate
ULI Real Estate School 2010 — 2010
Real Estate Development Certificate
Washington University in St. Louis 2001 — 2005
A.B., Political Science, American Culture Studies
Brooks School 1998 — 2001
Eaglebrook School 1996 — 1998
Bank of America June 2014 - Present
Bank of America June 2013 - June 2014
Zapolski Real Estate, LLC June 2012 - August 2012
Build Now LLC January 2011 - June 2011
Build Now LLC January 2010 - February 2011
Home Builders Association of Greater New Orleans January 2008 - August 2009
Home Builders Association of Greater New Orleans July 2006 - August 2009
Skills
Financial Modeling, Real Estate Development, Housing Associations, Operations Management, DCF, Team Leadership, Non-profits, Strategic Planning, Due Diligence, Real Estate, Exceptional People..., Nonprofits, Analysis, Strategy, Leadership, Disposition, Corporate Real Estate, Budgets, Program Management, Management, Sales
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Real Estate
ULI Real Estate School 2010 — 2010
Real Estate Development Certificate
Washington University in St. Louis 2001 — 2005
A.B., Political Science, American Culture Studies
Brooks School 1998 — 2001
Eaglebrook School 1996 — 1998
Hannah Cranford, CPA Hannah Cranford, CPA's Bank of America Experience July 2015 - Present
Job Senior Financial Analyst at Bank of America
Industry Accounting
Experience
Bank of America July 2015 - Present
Bank of America June 2014 - July 2015
Bank of America June 2013 - June 2014
University of North Carolina at Chapel Hill September 2012 - May 2013
Bank of America June 2012 - August 2012
Ameresco May 2011 - August 2011
Sardis Swim & Racquet Club May 2005 - August 2010
Skills
Finance, Microsoft Excel, Process Improvement, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
Master of Accounting, Tax
University of North Carolina at Chapel Hill 2008 — 2012
French and Francophone Studies, Romance Languages, Literatures, and Linguistics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Bank of America July 2015 - Present
Bank of America June 2014 - July 2015
Bank of America June 2013 - June 2014
University of North Carolina at Chapel Hill September 2012 - May 2013
Bank of America June 2012 - August 2012
Ameresco May 2011 - August 2011
Sardis Swim & Racquet Club May 2005 - August 2010
Skills
Finance, Microsoft Excel, Process Improvement, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2013
Master of Accounting, Tax
University of North Carolina at Chapel Hill 2008 — 2012
French and Francophone Studies, Romance Languages, Literatures, and Linguistics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Anne Patterson Anne Patterson's Bank of America Experience August 2010 - May 2014
Job Senior Director, Talent Management at TIAACREF
Industry Banking
Experience
TIAA-CREF May 2014 - Present
Bank of America August 2010 - May 2014
Bank of America August 2006 - August 2010
Bank of America 1991 - August 2006
Bank of America 1991 - 2006
Skills
Performance Management, Leadership Development, Talent Management, Organizational Design, Succession Planning, Organizational..., Employee Engagement, Executive Coaching, Coaching, Change Management, Organizational..., Talent Acquisition, Onboarding, Curriculum Design, Program Management, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1987
BS BA, Busines Administration; concentration in organizational behavior
TIAA-CREF May 2014 - Present
Bank of America August 2010 - May 2014
Bank of America August 2006 - August 2010
Bank of America 1991 - August 2006
Bank of America 1991 - 2006
Skills
Performance Management, Leadership Development, Talent Management, Organizational Design, Succession Planning, Organizational..., Employee Engagement, Executive Coaching, Coaching, Change Management, Organizational..., Talent Acquisition, Onboarding, Curriculum Design, Program Management, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1987
BS BA, Busines Administration; concentration in organizational behavior
Clint Park, MBA Clint Park, MBA's Bank of America Experience 1997 - 1998
Job Business Consulting Services Specialist at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. February 2015 - Present
Fifth Third Bank January 2012 - February 2015
Fifth Third Bank August 2012 - December 2013
Regions Bank April 2011 - November 2011
Regions Bank February 2008 - March 2011
SunTrust Bank March 2006 - February 2008
RBC Bank July 2005 - March 2006
RBC Bank October 2000 - October 2005
Bank of America 1997 - 1998
Skills
Management, Leadership, Strategy, Sales Management, Analysis, Strategic Planning, Business Development, Consumer Lending, Credit Risk, Coaching, Corporate Finance, Financial Modeling, Teaching, Microsoft Excel, SBA, Credit Analysis, Underwriting, Financial Analysis, Asset Based Lending, Commercial Lending, Credit, Lines Of Credit, Cash Management, New Business Development, Banking, Commercial Banking, Loans, Small Business Lending, Treasury Management, Portfolio Management, Sales Process, Excel, Financial Accounting, Strategy Development, Strategic Thinking, Training & Development, Risk Mitigation, PowerPoint, Word, Curriculum Development, Customer Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MBA, Finance and Strategy
Villanova University 1994 — 1997
BSBA, Finance
Ronald Blue & Co. February 2015 - Present
Fifth Third Bank January 2012 - February 2015
Fifth Third Bank August 2012 - December 2013
Regions Bank April 2011 - November 2011
Regions Bank February 2008 - March 2011
SunTrust Bank March 2006 - February 2008
RBC Bank July 2005 - March 2006
RBC Bank October 2000 - October 2005
Bank of America 1997 - 1998
Skills
Management, Leadership, Strategy, Sales Management, Analysis, Strategic Planning, Business Development, Consumer Lending, Credit Risk, Coaching, Corporate Finance, Financial Modeling, Teaching, Microsoft Excel, SBA, Credit Analysis, Underwriting, Financial Analysis, Asset Based Lending, Commercial Lending, Credit, Lines Of Credit, Cash Management, New Business Development, Banking, Commercial Banking, Loans, Small Business Lending, Treasury Management, Portfolio Management, Sales Process, Excel, Financial Accounting, Strategy Development, Strategic Thinking, Training & Development, Risk Mitigation, PowerPoint, Word, Curriculum Development, Customer Relations
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2004
MBA, Finance and Strategy
Villanova University 1994 — 1997
BSBA, Finance
Whitney Hollar's Bank of America Experience May 2010 - Present
Job Communications Manager at Bank of America
Industry Banking
Experience
Bank of America May 2010 - Present
Bank of America August 2007 - May 2010
Special Counsel January 2006 - August 2007
Skills
Corporate Communications, Copy Editing, Proofreading, Editing, Social Media, Management, Writing, Project management, Microsoft Office 2007, SharePoint, Discovery, WebTrends, Ariba, Concur, COSMOS, Vocus, Gorkana, Business Wire website..., Process development, Research, PR Newswire website..., Thomson Reuters website..., Transition Management, Risk Management, Event Planning
Education
UNC Chapel Hill 2000 — 2005
BA, English
Bank of America May 2010 - Present
Bank of America August 2007 - May 2010
Special Counsel January 2006 - August 2007
Skills
Corporate Communications, Copy Editing, Proofreading, Editing, Social Media, Management, Writing, Project management, Microsoft Office 2007, SharePoint, Discovery, WebTrends, Ariba, Concur, COSMOS, Vocus, Gorkana, Business Wire website..., Process development, Research, PR Newswire website..., Thomson Reuters website..., Transition Management, Risk Management, Event Planning
Education
UNC Chapel Hill 2000 — 2005
BA, English
Pamela B. Hodgin Pamela B. Hodgin's Bank of America Experience January 2011 - Present
Job Corporate Operational Risk Executive at Bank of America
Industry Financial Services
Experience
Bank of America January 2011 - Present
Bank of America May 2005 - January 2011
Bank of America May 2004 - May 2005
Bank of America October 2001 - May 2004
Bank of America December 1999 - October 2001
Bank of America November 1994 - December 1999
Bank of America April 1992 - November 1994
Bank of America November 1988 - April 1992
Wachovia, A Wells Fargo Company May 1985 - November 1988
Skills
Six Sigma, Banking, Mortgage, Risk, Financial Management, Treasury Management, Operational Risk..., Process Improvement, Mortgage Lending, Financial Risk, Program Management, Risk Management, Managerial Finance, Financial Analysis, Financial Services, Strategy, Management, Cross-functional Team..., Credit Risk, Accounting, Business Process, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
BSBA, Finance
Bank of America January 2011 - Present
Bank of America May 2005 - January 2011
Bank of America May 2004 - May 2005
Bank of America October 2001 - May 2004
Bank of America December 1999 - October 2001
Bank of America November 1994 - December 1999
Bank of America April 1992 - November 1994
Bank of America November 1988 - April 1992
Wachovia, A Wells Fargo Company May 1985 - November 1988
Skills
Six Sigma, Banking, Mortgage, Risk, Financial Management, Treasury Management, Operational Risk..., Process Improvement, Mortgage Lending, Financial Risk, Program Management, Risk Management, Managerial Finance, Financial Analysis, Financial Services, Strategy, Management, Cross-functional Team..., Credit Risk, Accounting, Business Process, Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1981 — 1985
BSBA, Finance
Doug Whitley Doug Whitley's Bank of America Experience 2000 - 2006
Job Lead Business Analyst at SCOR Global Life Americas
Industry Insurance
Experience
SCOR Global Life Americas January 2012 - Present
Craigslist 2015 - 2015
Craigslist 2015 - 2015
SCOR Global Life Americas (formerly Transamerica Reinsurance) March 2007 - January 2012
Bank of America 2000 - 2006
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Open Text Livelink, Business Objects, Microsoft Word, Microsoft Office, Sarbanes-Oxley, Risk Management, Process Improvement, Insurance, Strategic Planning, Underwriting, Reinsurance, Training, Business Analysis, Analysis, Account Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
Bachelor of Science, Business Administration
St. Christopher's School 1983 — 1996
SCOR Global Life Americas January 2012 - Present
Craigslist 2015 - 2015
Craigslist 2015 - 2015
SCOR Global Life Americas (formerly Transamerica Reinsurance) March 2007 - January 2012
Bank of America 2000 - 2006
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Open Text Livelink, Business Objects, Microsoft Word, Microsoft Office, Sarbanes-Oxley, Risk Management, Process Improvement, Insurance, Strategic Planning, Underwriting, Reinsurance, Training, Business Analysis, Analysis, Account Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
Bachelor of Science, Business Administration
St. Christopher's School 1983 — 1996
Drew Schmitz's Bank of America Experience June 2015 - August 2015
Job Business Administration and Economics Student at UNC Chapel Hill
Industry
Experience
Bank of America June 2015 - August 2015
GE Capital Retail Finance June 2014 - August 2014
Nike June 2013 - August 2013
Skills
Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science, Business Administration, 3.91
Pulaski Academy High School 2008 — 2012
High School
Bank of America June 2015 - August 2015
GE Capital Retail Finance June 2014 - August 2014
Nike June 2013 - August 2013
Skills
Microsoft Office
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science, Business Administration, 3.91
Pulaski Academy High School 2008 — 2012
High School
Becky Worthington-Sowers's Bank of America Experience June 2009 - Present
Job
Industry Banking
Experience
Bank of America June 2009 - Present
Bank of America 2008 - August 2008
Deloitte Consulting January 2005 - July 2007
Accenture October 2001 - December 2004
Skills
Six Sigma GreenBelt..., Analytics, Enterprise Software, Forecasting, Oracle, Analysis, Business Process..., Predictive Analytics, Six Sigma, ERP, Project Management, Consulting, Strategy, Business Strategy, IT Strategy, Process Improvement, Business Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
University of Virginia 1997 — 2001
BS Systems Engineering
Methacton High School 1993 — 1997
Bank of America June 2009 - Present
Bank of America 2008 - August 2008
Deloitte Consulting January 2005 - July 2007
Accenture October 2001 - December 2004
Skills
Six Sigma GreenBelt..., Analytics, Enterprise Software, Forecasting, Oracle, Analysis, Business Process..., Predictive Analytics, Six Sigma, ERP, Project Management, Consulting, Strategy, Business Strategy, IT Strategy, Process Improvement, Business Analysis, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
University of Virginia 1997 — 2001
BS Systems Engineering
Methacton High School 1993 — 1997
Reaves King Reaves King's Bank of America Experience 1998 - 2000
Job
Industry Banking
Experience
SunTrust Bank 2013 - Present
Wells Fargo 2001 - April 2013
Bank of America 1998 - 2000
Skills
Portfolio Management, Leadership, Strategy, Credit, Commercial Banking, Finance, Banking, CRM, Financial Services, Commercial Lending, Management, Customer Service, Cash Management, Financial Analysis, Loans, Risk Management, Relationship Management, Treasury Management, Credit Analysis, Start-ups, Sales, Program Management, Small Business Lending, Asset Based Lending, Syndications, Mergers & Acquisitions, Divestitures, Interest Rate Risk..., FX Hedging, Buy-Sell, Commodity Risk..., Share Repurchase, Capital Markets, Financial Advisory, Interest Rate Hedging, Commercial Leasing, Debt & Equity Capital...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Greensboro 1996 — 1997
Bachelor of Arts (B.A.), Communication, General
University of South Carolina-Columbia 1992 — 1995
SunTrust Bank 2013 - Present
Wells Fargo 2001 - April 2013
Bank of America 1998 - 2000
Skills
Portfolio Management, Leadership, Strategy, Credit, Commercial Banking, Finance, Banking, CRM, Financial Services, Commercial Lending, Management, Customer Service, Cash Management, Financial Analysis, Loans, Risk Management, Relationship Management, Treasury Management, Credit Analysis, Start-ups, Sales, Program Management, Small Business Lending, Asset Based Lending, Syndications, Mergers & Acquisitions, Divestitures, Interest Rate Risk..., FX Hedging, Buy-Sell, Commodity Risk..., Share Repurchase, Capital Markets, Financial Advisory, Interest Rate Hedging, Commercial Leasing, Debt & Equity Capital...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Greensboro 1996 — 1997
Bachelor of Arts (B.A.), Communication, General
University of South Carolina-Columbia 1992 — 1995
Daniel Gibbs Daniel Gibbs's Bank of America Experience February 2012 - Present
Job Bank of America
Industry Accounting
Experience
Bank of America February 2012 - Present
Greer & Walker, LLP January 2007 - February 2012
PwC June 2005 - December 2007
Skills
Accountants
Education
UNC Kenan-Flagler Business School
BSBA
UNC Kenan-Flagler Business School
Masters of Accounting
Bank of America February 2012 - Present
Greer & Walker, LLP January 2007 - February 2012
PwC June 2005 - December 2007
Skills
Accountants
Education
UNC Kenan-Flagler Business School
BSBA
UNC Kenan-Flagler Business School
Masters of Accounting
Andrea Folmer Andrea Folmer's Bank of America Experience April 2013 - Present
Job VP Business Strategy and Initiative Specialist
Industry Financial Services
Experience
Bank of America April 2013 - Present
Skills
Strategy, Management, Leadership, Analytics, Pricing, Banking, Marketing Strategy, Sales, Financial Analysis, Financial Modeling, Process Improvement, B2B, Project Management, Risk Management, Business Strategy, Portfolio Management, Vendor Management, Analysis, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Washington 1999 — 2002
BS
Bank of America April 2013 - Present
Skills
Strategy, Management, Leadership, Analytics, Pricing, Banking, Marketing Strategy, Sales, Financial Analysis, Financial Modeling, Process Improvement, B2B, Project Management, Risk Management, Business Strategy, Portfolio Management, Vendor Management, Analysis, New Business Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA
University of Washington 1999 — 2002
BS
Brad Burton Brad Burton's Bank of America Experience June 2005 - June 2006
Job Senior Associate at Five Points Capital (previously known as BB&T Capital Partners)
Industry Venture Capital & Private Equity
Experience
Five Points Capital July 2008 - Present
McColl Partners, LLC June 2006 - June 2008
Bank of America June 2005 - June 2006
Skills
Financial Modeling, Valuation, Private Equity, Equities, Due Diligence, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Banking, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Five Points Capital July 2008 - Present
McColl Partners, LLC June 2006 - June 2008
Bank of America June 2005 - June 2006
Skills
Financial Modeling, Valuation, Private Equity, Equities, Due Diligence, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Investment Banking, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
Stephen Stancil Stephen Stancil's Bank of America Experience May 2014 - Present
Job Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Bank of America June 2012 - May 2014
Kenan-Flagler Business School June 2010 - May 2012
Bank of America June 2011 - August 2011
Wachovia, A Wells Fargo Company April 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Strategic Planning, Leadership Development, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Wake Forest University 2002 — 2006
Bachelor of Science, Business
Bank of America May 2014 - Present
Bank of America June 2012 - May 2014
Kenan-Flagler Business School June 2010 - May 2012
Bank of America June 2011 - August 2011
Wachovia, A Wells Fargo Company April 2007 - June 2010
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Strategic Planning, Leadership Development, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Finance
Wake Forest University 2002 — 2006
Bachelor of Science, Business
Christie Blazevich Christie Blazevich's Bank of America Experience April 2015 - Present
Job Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America April 2015 - Present
Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Skills
Banking, Risk Management, Retail Banking, Process Improvement, Microsoft Excel, Microsoft SQL Server, PowerPoint, Data Analysis, Outlook, Coaching, Operations Management, Forecasting, Customer Service, Teamwork, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration, concentration in Operations Management; Economics
Bank of America April 2015 - Present
Bank of America July 2014 - Present
Bank of America July 2013 - July 2014
Skills
Banking, Risk Management, Retail Banking, Process Improvement, Microsoft Excel, Microsoft SQL Server, PowerPoint, Data Analysis, Outlook, Coaching, Operations Management, Forecasting, Customer Service, Teamwork, Time Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science (BS), Business Administration, concentration in Operations Management; Economics
Allison Hines Allison Hines's Bank of America Experience December 2007 - Present
Job Business Support Manager and Certified Life Coach
Industry Financial Services
Experience
Allison Hines Coaching August 2008 - Present
Bank of America December 2007 - Present
Bank of America August 2005 - December 2007
Bank of America August 2001 - August 2005
YieldStar Technology LLC October 1999 - August 2001
Arthur Andersen September 1997 - October 1999
Skills
Cross-functional Team..., Process Improvement, Strategy, Leadership, Management, Credit, Banking, Software Documentation, Business Intelligence, Coaching, Budgets, Strategic Planning, Business Planning, Change Management, Risk Management, CRM, Forecasting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
Virginia Polytechnic Institute and State University 1993 — 1997
BS, Accounting
Allison Hines Coaching August 2008 - Present
Bank of America December 2007 - Present
Bank of America August 2005 - December 2007
Bank of America August 2001 - August 2005
YieldStar Technology LLC October 1999 - August 2001
Arthur Andersen September 1997 - October 1999
Skills
Cross-functional Team..., Process Improvement, Strategy, Leadership, Management, Credit, Banking, Software Documentation, Business Intelligence, Coaching, Budgets, Strategic Planning, Business Planning, Change Management, Risk Management, CRM, Forecasting
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2005
MBA
Virginia Polytechnic Institute and State University 1993 — 1997
BS, Accounting
Sally Enloe Ford Sally Enloe Ford's Bank of America Experience 2006 - 2008
Job Vice President, Treasury Management Commercial Sales Consultant at U.S. Bank
Industry Banking
Experience
U.S. Bank January 2015 - Present
Union Bank October 2010 - January 2015
Union Bank N.A. 2008 - October 2010
Landmark Education 2008 - 2008
Bank of America 2006 - 2008
R.H. Donnelley Inc 2005 - 2006
Skills
Financial Modeling, Treasury Management, Cash Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Portfolio Management, Finance, Corporate Finance, Process Improvement, Forecasting, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
U.S. Bank January 2015 - Present
Union Bank October 2010 - January 2015
Union Bank N.A. 2008 - October 2010
Landmark Education 2008 - 2008
Bank of America 2006 - 2008
R.H. Donnelley Inc 2005 - 2006
Skills
Financial Modeling, Treasury Management, Cash Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Portfolio Management, Finance, Corporate Finance, Process Improvement, Forecasting, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
B.S., Business Administration
Diana Nicholson Diana Nicholson's Bank of America Experience January 2015 - Present
Job Enterprise Program Compliance Specialist, VP Consumer Compliance at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America April 2012 - January 2015
Bank of America October 2011 - April 2012
Bank of America April 2011 - October 2011
Bank of America February 2011 - April 2011
Bank of America June 2010 - February 2011
UNC Executive Development June 2009 - August 2009
Chapel Hill Advisors Group, LLC May 2009 - July 2009
STAR January 2009 - May 2009
Bank of America November 2006 - May 2008
Skills
Banking, Sales, Salesforce.com, Data Analysis, Call Center, E-commerce, Small Business, Social Media, Customer Loyalty, Business Strategy, Strategic Analysis, Benchmarking, Leadership, Analysis, Business Development, CRM, Cross-functional Team..., Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
M.B.A., Strategy Consulting & Marketing
University of the Pacific 2001 — 2005
B.A., International Business Negotiations; Spanish
Bank of America January 2015 - Present
Bank of America April 2012 - January 2015
Bank of America October 2011 - April 2012
Bank of America April 2011 - October 2011
Bank of America February 2011 - April 2011
Bank of America June 2010 - February 2011
UNC Executive Development June 2009 - August 2009
Chapel Hill Advisors Group, LLC May 2009 - July 2009
STAR January 2009 - May 2009
Bank of America November 2006 - May 2008
Skills
Banking, Sales, Salesforce.com, Data Analysis, Call Center, E-commerce, Small Business, Social Media, Customer Loyalty, Business Strategy, Strategic Analysis, Benchmarking, Leadership, Analysis, Business Development, CRM, Cross-functional Team..., Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
M.B.A., Strategy Consulting & Marketing
University of the Pacific 2001 — 2005
B.A., International Business Negotiations; Spanish
Laine LaPasha Laine LaPasha's Bank of America Experience 1983 - 1990
Job Managing Partner, Learning Technologies, Inc.
Industry Management Consulting
Experience
Learning Technologies, Inc. 1990 - Present
Bank of America 1983 - 1990
The Chase Manhattan Bank 1981 - 1983
Skills
Team Building, Management Consulting, Leadership Development, Change Management, Strategic Planning, Organizational..., Coaching, Performance Management, Negotiation, Public Speaking, Strategy Development, Sales Management, Business Strategy, Business Planning, Executive Coaching, Business Development, Strategy, Leadership, Program Management, Training, Talent Management, Management, Employee Engagement, Start-ups, Workshop Facilitation, Executive Development, E-Learning, Employee Relations, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Learning Technologies, Inc. 1990 - Present
Bank of America 1983 - 1990
The Chase Manhattan Bank 1981 - 1983
Skills
Team Building, Management Consulting, Leadership Development, Change Management, Strategic Planning, Organizational..., Coaching, Performance Management, Negotiation, Public Speaking, Strategy Development, Sales Management, Business Strategy, Business Planning, Executive Coaching, Business Development, Strategy, Leadership, Program Management, Training, Talent Management, Management, Employee Engagement, Start-ups, Workshop Facilitation, Executive Development, E-Learning, Employee Relations, Process Improvement
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Reid Bryant Reid Bryant's Bank of America Experience 2005 - 2007
Job Data Scientist at Brooks Bell | M.S. in Analytics
Industry Marketing and Advertising
Experience
Brooks Bell 2014 - Present
Institute for Advanced Analytics 2013 - 2014
Greystone & Co. 2010 - 2012
Boylan Companies 2007 - 2010
Bank of America 2005 - 2007
Skills
Analytics, Financial Modeling, Analysis, Financial Analysis, SAS, Data Analysis, Statistical Modeling, Strategy, Due Diligence, Management, Market Research, JMP, Asset Managment, Entrepreneurship, Asset Management, Project Management, Real Estate Development, R, Data Mining, Statistics, Big Data, Monte Carlo Simulation, Design of Experiments, A/B Testing, Multivariate Testing, Digital Marketing, Personalization, Cluster Analysis, Data Modeling, Text Mining, Text Analytics, Optimization, Hypothesis Testing, Logistic Regression, Linear Regression, Time Series Analysis, Marketing, Marketing Strategy, Risk Analytics, Survival Analysis, Customer Segmentation..., Web Analytics, Predictive Analytics, Business Intelligence, Leadership, Segmentation, Business Analysis, Statistical Data..., Algorithm Design, Online Marketing
Education
UNC, BSBA NC State, MSA
Institute of Advanced Analytics at North Carolina State University 2013 — 2014
Master of Science in Analytics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science in Business Administration, Entrepreneurship
Brooks Bell 2014 - Present
Institute for Advanced Analytics 2013 - 2014
Greystone & Co. 2010 - 2012
Boylan Companies 2007 - 2010
Bank of America 2005 - 2007
Skills
Analytics, Financial Modeling, Analysis, Financial Analysis, SAS, Data Analysis, Statistical Modeling, Strategy, Due Diligence, Management, Market Research, JMP, Asset Managment, Entrepreneurship, Asset Management, Project Management, Real Estate Development, R, Data Mining, Statistics, Big Data, Monte Carlo Simulation, Design of Experiments, A/B Testing, Multivariate Testing, Digital Marketing, Personalization, Cluster Analysis, Data Modeling, Text Mining, Text Analytics, Optimization, Hypothesis Testing, Logistic Regression, Linear Regression, Time Series Analysis, Marketing, Marketing Strategy, Risk Analytics, Survival Analysis, Customer Segmentation..., Web Analytics, Predictive Analytics, Business Intelligence, Leadership, Segmentation, Business Analysis, Statistical Data..., Algorithm Design, Online Marketing
Education
UNC, BSBA NC State, MSA
Institute of Advanced Analytics at North Carolina State University 2013 — 2014
Master of Science in Analytics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2005
Bachelor of Science in Business Administration, Entrepreneurship
Candice Johnson, MBA, CAPM Candice Johnson, MBA, CAPM's Bank of America Experience October 2014 - Present
Job Global Wealth and Investment Management Product Manager at Bank of America
Industry Banking
Experience
Bank of America October 2014 - Present
Bank of America October 2012 - October 2014
Bank of America July 2011 - October 2012
The Shaw Group October 2007 - June 2011
Bank of America July 2006 - February 2007
Ace Mortgage Funding 2007 - 2007
Skills
Risk Analytics, Performance Reporting, Certified Project..., Financial Modeling, Strategic Leadership, Customer Retention, Voice of the Customer, Marketing Strategy, Profit/Loss..., Revenue & Profit Growth, Strategy, Forecasting, Analysis, Leadership, Analytics, Adobe Acrobat, Banking, Budgets, CRM, Change Management, Finance, Financial Analysis, Financial Risk, Financial Services, Management, Microsoft Excel, Process Improvement, Product Management, Program Management, Project Management, Project Portfolio..., Team Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
MBA, Strategy and Leadership
University of Virginia 2003 — 2006
B.A., Foreign Language
Bank of America October 2014 - Present
Bank of America October 2012 - October 2014
Bank of America July 2011 - October 2012
The Shaw Group October 2007 - June 2011
Bank of America July 2006 - February 2007
Ace Mortgage Funding 2007 - 2007
Skills
Risk Analytics, Performance Reporting, Certified Project..., Financial Modeling, Strategic Leadership, Customer Retention, Voice of the Customer, Marketing Strategy, Profit/Loss..., Revenue & Profit Growth, Strategy, Forecasting, Analysis, Leadership, Analytics, Adobe Acrobat, Banking, Budgets, CRM, Change Management, Finance, Financial Analysis, Financial Risk, Financial Services, Management, Microsoft Excel, Process Improvement, Product Management, Program Management, Project Management, Project Portfolio..., Team Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
MBA, Strategy and Leadership
University of Virginia 2003 — 2006
B.A., Foreign Language
Jean Marsicano's Bank of America Experience July 2008 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America July 2008 - Present
Bank of America January 2006 - July 2008
Bank of America April 2000 - December 2005
Bank of America July 1994 - March 2000
Skills
Banking, Customer Experience, Financial Services, Integrated Marketing, Integration, Leadership, Process Improvement, Project Management, Relationship Management, Retail Banking, Sales, Six Sigma, Strategy, Product Management, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science, Business Administration
Bank of America July 2008 - Present
Bank of America January 2006 - July 2008
Bank of America April 2000 - December 2005
Bank of America July 1994 - March 2000
Skills
Banking, Customer Experience, Financial Services, Integrated Marketing, Integration, Leadership, Process Improvement, Project Management, Relationship Management, Retail Banking, Sales, Six Sigma, Strategy, Product Management, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science, Business Administration
Hank Stallings Hank Stallings's Bank of America Experience April 1976 - December 2000
Job Audit Superviosr Hearst Corporation
Industry Accounting
Experience
Hearst Service Center September 2013 - Present
Experis Finance (formerly Jefferson Wells) January 2007 - August 2013
TIAA-CREF September 2005 - January 2007
Robert Ingraham Homes May 2001 - April 2004
Bank of America April 1976 - December 2000
Skills
Financial Analysis, Internal Audit, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1970 — 1974
BS, Business Administration
Hearst Service Center September 2013 - Present
Experis Finance (formerly Jefferson Wells) January 2007 - August 2013
TIAA-CREF September 2005 - January 2007
Robert Ingraham Homes May 2001 - April 2004
Bank of America April 1976 - December 2000
Skills
Financial Analysis, Internal Audit, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley, Sarbanes-Oxley Act
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1970 — 1974
BS, Business Administration
Reid Parks Reid Parks's Bank of America Experience June 2010 - Present
Job Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Bank of America May 2006 - March 2011
Exervio Consulting January 2005 - May 2006
Bank of America July 2003 - November 2004
Wachovia July 2000 - June 2003
S1 Corporation, Inc July 1999 - July 2000
Bank of America August 1998 - July 1999
Bank of America March 1997 - August 1998
Skills
Portfolio Financial..., Financial Forecasting, Financial Reporting, Resource Planning, Project Management, Banking, Management, Change Management, Business Analysis, Financial Services, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Bank of America June 2010 - Present
Bank of America May 2006 - March 2011
Exervio Consulting January 2005 - May 2006
Bank of America July 2003 - November 2004
Wachovia July 2000 - June 2003
S1 Corporation, Inc July 1999 - July 2000
Bank of America August 1998 - July 1999
Bank of America March 1997 - August 1998
Skills
Portfolio Financial..., Financial Forecasting, Financial Reporting, Resource Planning, Project Management, Banking, Management, Change Management, Business Analysis, Financial Services, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1990 — 1994
BS, Business Administration
Vincent Stubbs, PMP Vincent Stubbs, PMP's Bank of America Experience June 1996 - December 2001
Job Operational Risk Manager at Citi
Industry Financial Services
Experience
Citi July 2015 - Present
JPMorgan Chase February 2013 - July 2015
JP Morgan Chase March 2008 - January 2013
Life of the South January 2007 - December 2007
NetBank July 2004 - December 2006
NetBank January 2002 - June 2004
Bank of America June 1996 - December 2001
Global Associates, Inc. June 1992 - August 1994
United States Navy June 1984 - March 1992
Skills
Technology Needs..., Loss Mitigation, Project Planning, Loan Origination, Leadership, Program Management, Relationship Management, PMP, Team Building, Management, Analysis, Budgets, Finance, Operational Risk..., Management Consulting, Financial Risk, Mortgage Banking, Sales, Recruiting, Mortgage Servicing, Residential Mortgages, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance and General Management
Virginia Polytechnic Institute and State University 1979 — 1984
B.Arch, Architecture
Kecoughtan High School 1977 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Citi July 2015 - Present
JPMorgan Chase February 2013 - July 2015
JP Morgan Chase March 2008 - January 2013
Life of the South January 2007 - December 2007
NetBank July 2004 - December 2006
NetBank January 2002 - June 2004
Bank of America June 1996 - December 2001
Global Associates, Inc. June 1992 - August 1994
United States Navy June 1984 - March 1992
Skills
Technology Needs..., Loss Mitigation, Project Planning, Loan Origination, Leadership, Program Management, Relationship Management, PMP, Team Building, Management, Analysis, Budgets, Finance, Operational Risk..., Management Consulting, Financial Risk, Mortgage Banking, Sales, Recruiting, Mortgage Servicing, Residential Mortgages, Risk Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1994 — 1996
MBA, Finance and General Management
Virginia Polytechnic Institute and State University 1979 — 1984
B.Arch, Architecture
Kecoughtan High School 1977 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Byron Ransom Byron Ransom's Bank of America Experience March 2010 - December 2010
Job Management Consultant Financial Services Advisory at Ernst & Young
Industry Financial Services
Experience
Ernst & Young December 2010 - Present
EY July 2014 - October 2014
Bank of America March 2010 - December 2010
Scotland Manufacturing December 2009 - May 2010
Travel To Teach June 2009 - July 2009
NeoNova Network Services June 2008 - August 2008
MAP International May 2006 - July 2006
Skills
Management Consulting, Financial Modeling, Data Analysis, Financial Analysis, Strategic Planning, Business Strategy, Analytics, Business Process..., Change Management, Strategy, Financial Risk, Microsoft Excel, Corporate Finance, Valuation, Project Management, Analysis, Leadership, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Bachelor’s Degree, Consulting
American School of Paris 2002 — 2005
Ernst & Young December 2010 - Present
EY July 2014 - October 2014
Bank of America March 2010 - December 2010
Scotland Manufacturing December 2009 - May 2010
Travel To Teach June 2009 - July 2009
NeoNova Network Services June 2008 - August 2008
MAP International May 2006 - July 2006
Skills
Management Consulting, Financial Modeling, Data Analysis, Financial Analysis, Strategic Planning, Business Strategy, Analytics, Business Process..., Change Management, Strategy, Financial Risk, Microsoft Excel, Corporate Finance, Valuation, Project Management, Analysis, Leadership, Training
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Bachelor’s Degree, Consulting
American School of Paris 2002 — 2005
Colleen McLaughlin Colleen McLaughlin's Bank of America Experience June 2010 - August 2010
Job Sr Strategy Analyst, Beer Division at Constellation Brands
Industry Food & Beverages
Experience
Constellation Brands September 2015 - Present
Schneider Electric June 2014 - Present
Schneider Electric October 2012 - Present
Wells Fargo Securities June 2011 - October 2012
Bank of America June 2010 - August 2010
Skills
Investment Banking, Capital Markets, Business Strategy, Analysis, Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA
Constellation Brands September 2015 - Present
Schneider Electric June 2014 - Present
Schneider Electric October 2012 - Present
Wells Fargo Securities June 2011 - October 2012
Bank of America June 2010 - August 2010
Skills
Investment Banking, Capital Markets, Business Strategy, Analysis, Management, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA
Diane Sonnenstein Diane Sonnenstein's Bank of America Experience January 2006 - April 2008
Job CoFounder & Managing Partner at Lemon Drop Gifts
Industry Financial Services
Experience
Lemon Drop Gifts January 2014 - Present
SunTrust Bank June 2010 - March 2013
Ingersoll Rand February 2009 - June 2009
Bank of America January 2006 - April 2008
Bank of America August 2000 - January 2006
Bank of America April 1996 - August 2000
Skills
Loan Origination, Portfolio Management, Financial Services, Risk Management, Structured Finance, Commercial Banking, Securitization, Investment Banking, Finance, Credit Analysis, Fixed Income, Leadership, Commercial Lending, Banking, Credit, Treasury Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
Masters of Accounting
Lemon Drop Gifts January 2014 - Present
SunTrust Bank June 2010 - March 2013
Ingersoll Rand February 2009 - June 2009
Bank of America January 2006 - April 2008
Bank of America August 2000 - January 2006
Bank of America April 1996 - August 2000
Skills
Loan Origination, Portfolio Management, Financial Services, Risk Management, Structured Finance, Commercial Banking, Securitization, Investment Banking, Finance, Credit Analysis, Fixed Income, Leadership, Commercial Lending, Banking, Credit, Treasury Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1992
Masters of Accounting
Despina Kaltsounis Despina Kaltsounis's Bank of America Experience March 2012 - Present
Job AVP; PMO Consultant at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
Bank of America March 2011 - February 2012
Bank of America March 2010 - February 2011
BAnk of America 2009 - 2011
Bank of America June 2007 - December 2010
Bank of America August 2005 - June 2007
Sun Trust Bank June 2004 - July 2005
Skills
Banking, Auditing, Financial Services, Risk Management, Project Management, MS Project, Process Improvement, Microsoft Excel, Audit Reports, Internal Communications, Leadership, Portfolio Management, Investments, Project Planning, PMO
Education
Wake Forest University School of Business 2007 — 2009
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BS Business Administration, Finance and Marketing
Bank of America March 2012 - Present
Bank of America March 2011 - February 2012
Bank of America March 2010 - February 2011
BAnk of America 2009 - 2011
Bank of America June 2007 - December 2010
Bank of America August 2005 - June 2007
Sun Trust Bank June 2004 - July 2005
Skills
Banking, Auditing, Financial Services, Risk Management, Project Management, MS Project, Process Improvement, Microsoft Excel, Audit Reports, Internal Communications, Leadership, Portfolio Management, Investments, Project Planning, PMO
Education
Wake Forest University School of Business 2007 — 2009
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2004
BS Business Administration, Finance and Marketing
David McCoy David McCoy's Bank of America Experience June 2011 - April 2014
Job Sr. eComm Product Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Bank of America June 2011 - April 2014
Bank of America June 2010 - June 2011
Bank of America June 2010 - June 2011
Cell Microsystems October 2009 - June 2010
UNC Kenan-Flagler Business School August 2008 - May 2010
Lion's Cathedral Productions April 2006 - January 2010
IBM May 2009 - August 2009
Bioptigen, Inc. March 2009 - June 2009
GlaxoSmithKline November 1998 - August 2008
Skills
Social Media Marketing, Strategy, Start-ups, Business Development, Vendor Management, Mobile Devices, Marketing Strategy, Business Planning, Mobile Applications, Social Media, Analysis, E-commerce
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration
Wake Forest University 1994 — 1998
BS, Biology
Merrill Lynch April 2014 - Present
Bank of America June 2011 - April 2014
Bank of America June 2010 - June 2011
Bank of America June 2010 - June 2011
Cell Microsystems October 2009 - June 2010
UNC Kenan-Flagler Business School August 2008 - May 2010
Lion's Cathedral Productions April 2006 - January 2010
IBM May 2009 - August 2009
Bioptigen, Inc. March 2009 - June 2009
GlaxoSmithKline November 1998 - August 2008
Skills
Social Media Marketing, Strategy, Start-ups, Business Development, Vendor Management, Mobile Devices, Marketing Strategy, Business Planning, Mobile Applications, Social Media, Analysis, E-commerce
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
Master of Business Administration
Wake Forest University 1994 — 1998
BS, Biology
Allison Flexer's Bank of America Experience 2008 - 2013
Job Manager, Financial Services Advisory at KPMG US
Industry Financial Services
Experience
KPMG US 2013 - Present
Bank of America 2008 - 2013
Bank of America January 2004 - March 2008
East Coast Enterprises 1990 - 1997
Skills
Banking, Business Strategy, SAP, Corporate Finance, Financial Services, Management
Education
Georgia Institute of Technology - Georgia Tech College of Management
Management
UNC Kenan-Flagler Business School
MBA
KPMG US 2013 - Present
Bank of America 2008 - 2013
Bank of America January 2004 - March 2008
East Coast Enterprises 1990 - 1997
Skills
Banking, Business Strategy, SAP, Corporate Finance, Financial Services, Management
Education
Georgia Institute of Technology - Georgia Tech College of Management
Management
UNC Kenan-Flagler Business School
MBA
Joseph Bagley, MBA Joseph Bagley, MBA's Bank of America Experience October 2014 - Present
Job Vice President at Bank of America
Industry Investment Banking
Experience
Bank of America October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse May 2008 - August 2012
Bank of America March 2000 - May 2008
United States Marine Corps June 1991 - June 1997
Skills
ABS, Analysis, Asset Managment, Back Office, Banking, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Derivatives, Credit Risk, Derivatives, Equities, Equity Derivatives, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Interest Rate Swaps, Investment Banking, Investments, Leadership, Management, Mergers, Middle Office, Money Market, Portfolio Management, Prime Brokerage, Process Improvement, Product Control, Project Management, Risk Management, SDLC, Securities, Six Sigma, Strategy, Structured Finance, Structured Products, Swaps, Trading Systems, Treasury, Valuation, Vendor Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
MBA, Finance, Strategy
University of North Carolina at Charlotte 1998 — 2002
BSBA, Finance
Bank of America October 2014 - Present
Credit Suisse August 2012 - October 2014
Credit Suisse May 2008 - August 2012
Bank of America March 2000 - May 2008
United States Marine Corps June 1991 - June 1997
Skills
ABS, Analysis, Asset Managment, Back Office, Banking, Bloomberg, Business Analysis, Capital Markets, Corporate Finance, Credit, Credit Analysis, Credit Derivatives, Credit Risk, Derivatives, Equities, Equity Derivatives, FX Options, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Interest Rate Swaps, Investment Banking, Investments, Leadership, Management, Mergers, Middle Office, Money Market, Portfolio Management, Prime Brokerage, Process Improvement, Product Control, Project Management, Risk Management, SDLC, Securities, Six Sigma, Strategy, Structured Finance, Structured Products, Swaps, Trading Systems, Treasury, Valuation, Vendor Management
Education
UNC Kenan-Flagler Business School 2012 — 2014
MBA, Finance, Strategy
University of North Carolina at Charlotte 1998 — 2002
BSBA, Finance
Chelsea DiNatale Chelsea DiNatale's Bank of America Experience 2008 - 2009
Job Senior Associate at Casla Capital Management LLC
Industry Venture Capital & Private Equity
Experience
Casla Capital Management 2012 - Present
Corrum Capital Management LLC June 2014 - August 2014
Global Hunter Securities 2011 - 2012
Imperial Capital 2009 - 2011
Bank of America 2008 - 2009
Skills
Trading, Fixed Income, Equities, Private Equity, Investment Banking, Capital Markets, Subprime, Business Analysis, Bloomberg, Financial Analysis, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Wilmington 2004 — 2008
BS, Finance
Casla Capital Management 2012 - Present
Corrum Capital Management LLC June 2014 - August 2014
Global Hunter Securities 2011 - 2012
Imperial Capital 2009 - 2011
Bank of America 2008 - 2009
Skills
Trading, Fixed Income, Equities, Private Equity, Investment Banking, Capital Markets, Subprime, Business Analysis, Bloomberg, Financial Analysis, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Wilmington 2004 — 2008
BS, Finance
Alex Austin's Bank of America Experience June 2011 - August 2011
Job Senior Business Analyst, Internet Aquisitions at Capital One
Industry Financial Services
Experience
Capital One February 2014 - Present
Capital One July 2012 - February 2014
Bank of America June 2011 - August 2011
RJ Reynolds June 2010 - August 2010
The Rendleman Company June 2009 - August 2009
Skills
Spanish, Microsoft Office, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Financial Forecasting, SPIN Selling, Marketing, Corporate Finance, Finance, Analytics, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor's Degree, BS in Business Administration, Consulting Emphasis; Computer Science Minor
Enforex Spanish Study Abroad Program 2009 — 2009
Spanish
Capital One February 2014 - Present
Capital One July 2012 - February 2014
Bank of America June 2011 - August 2011
RJ Reynolds June 2010 - August 2010
The Rendleman Company June 2009 - August 2009
Skills
Spanish, Microsoft Office, Data Analysis, Financial Analysis, Market Research, Financial Modeling, Financial Forecasting, SPIN Selling, Marketing, Corporate Finance, Finance, Analytics, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor's Degree, BS in Business Administration, Consulting Emphasis; Computer Science Minor
Enforex Spanish Study Abroad Program 2009 — 2009
Spanish
Charlie Shumate Charlie Shumate's Bank of America Experience June 2009 - December 2011
Job IT Client Group Manager at Aon Hewitt
Industry Information Technology and Services
Experience
Aon Hewitt November 2011 - Present
Bank of America June 2009 - December 2011
Bank of America September 2007 - June 2009
Hewitt Associates 2004 - 2006
Exult 2002 - 2004
Exult 2001 - 2002
Bank of America 1996 - 2001
Skills
Offshoring, SDLC, Customer Relations, Data Warehousing, IT Service Management, BPO, Outsourcing, ITIL, Business Intelligence, Data Conversion, HRIS, Workday, Program Management, Management, Vendor Management, Service Delivery, Resource Management, PMO, Change Management, Process Improvement, Project Delivery, Project Portfolio..., IT Operations, Leadership, Business Analysis, Call Centers, Project Management, Human Resources, IT Outsourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS
Aon Hewitt November 2011 - Present
Bank of America June 2009 - December 2011
Bank of America September 2007 - June 2009
Hewitt Associates 2004 - 2006
Exult 2002 - 2004
Exult 2001 - 2002
Bank of America 1996 - 2001
Skills
Offshoring, SDLC, Customer Relations, Data Warehousing, IT Service Management, BPO, Outsourcing, ITIL, Business Intelligence, Data Conversion, HRIS, Workday, Program Management, Management, Vendor Management, Service Delivery, Resource Management, PMO, Change Management, Process Improvement, Project Delivery, Project Portfolio..., IT Operations, Leadership, Business Analysis, Call Centers, Project Management, Human Resources, IT Outsourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BS
Michel Bowen's Bank of America Experience 2007 - February 2009
Job Managing Member, FoxHedge Holdings LLC
Industry Venture Capital & Private Equity
Experience
FoxHedge Holdings LLC May 2012 - Present
Nestlé Waters 2015 - 2015
Genesis10 July 2010 - April 2012
Bank of America 2007 - February 2009
Bank of America 2006 - 2007
Bank of America 2005 - 2006
Bank of America 2004 - 2005
Bank of America 2002 - 2004
PepsiCo 1998 - 2002
Pepsi Bottling Group 1995 - 1998
Skills
Financial Services, Revenue Cycle, Process Improvement, Strategic Planning, Product Development, Budget, Marketing Research, Analytics, Financial Analysis, Segmentation, Banking, Cross-functional Team..., Mergers, Competitive Analysis, Portfolio Management, Business Development, Vendor Management, CRM, Strategy, Leadership, Analysis, Forecasting, Project Management, Mergers & Acquisitions, Product Management, Strategic Partnerships, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
Master of Business Administration (MBA), Finance & Operations
Wake Forest University 1979 — 1984
Bachelor of Arts (BA), Physics
FoxHedge Holdings LLC May 2012 - Present
Nestlé Waters 2015 - 2015
Genesis10 July 2010 - April 2012
Bank of America 2007 - February 2009
Bank of America 2006 - 2007
Bank of America 2005 - 2006
Bank of America 2004 - 2005
Bank of America 2002 - 2004
PepsiCo 1998 - 2002
Pepsi Bottling Group 1995 - 1998
Skills
Financial Services, Revenue Cycle, Process Improvement, Strategic Planning, Product Development, Budget, Marketing Research, Analytics, Financial Analysis, Segmentation, Banking, Cross-functional Team..., Mergers, Competitive Analysis, Portfolio Management, Business Development, Vendor Management, CRM, Strategy, Leadership, Analysis, Forecasting, Project Management, Mergers & Acquisitions, Product Management, Strategic Partnerships, Budgets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1989
Master of Business Administration (MBA), Finance & Operations
Wake Forest University 1979 — 1984
Bachelor of Arts (BA), Physics
G.C. Robinson's Bank of America Experience Senior ConsultantAccenture1998 - 2004
Job SVP, Program Manager at Bank of America
Industry Banking
Experience
Bank of America Senior ConsultantAccenture1998 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1998
Bank of America Senior ConsultantAccenture1998 - 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1998
Anna Patel's Bank of America Experience Finance MAPBank of AmericaJune 2005 - June 2007
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America Finance MAPBank of AmericaJune 2005 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bank of America Finance MAPBank of AmericaJune 2005 - June 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Daniel Coley, MBA's Bank of America Experience 2002 - 2007
Job Delivery Vice President US Financial Services at SAP
Industry Financial Services
Experience
SAP February 2014 - Present
SunGard Consulting Services October 2007 - January 2014
Bank of America 2002 - 2007
Oracle 1997 - 2002
Accenture 1991 - 1997
Skills
Professional Services, Thought Leadership, Business Transformation, IT Strategy, Management Consulting, Enterprise Architecture, Program Management, Business Analysis, PMO, SDLC, Business Process, Solution Architecture, Project Portfolio..., Financial Services, Business Process Design, Business Intelligence, Business Process..., Integration, Software Project..., Data Warehousing, Change Management, Process Improvement, Enterprise Software, PMP, Consulting, CRM, Governance, Outsourcing, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Business, Beta Gamma Sigma (Top 15%)
Virginia Polytechnic Institute and State University 1984 — 1986
Bachelor of Science (B.S.), Electrical Engineering, President and Dean's List
Clarkson University
SAP February 2014 - Present
SunGard Consulting Services October 2007 - January 2014
Bank of America 2002 - 2007
Oracle 1997 - 2002
Accenture 1991 - 1997
Skills
Professional Services, Thought Leadership, Business Transformation, IT Strategy, Management Consulting, Enterprise Architecture, Program Management, Business Analysis, PMO, SDLC, Business Process, Solution Architecture, Project Portfolio..., Financial Services, Business Process Design, Business Intelligence, Business Process..., Integration, Software Project..., Data Warehousing, Change Management, Process Improvement, Enterprise Software, PMP, Consulting, CRM, Governance, Outsourcing, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1991
MBA, Business, Beta Gamma Sigma (Top 15%)
Virginia Polytechnic Institute and State University 1984 — 1986
Bachelor of Science (B.S.), Electrical Engineering, President and Dean's List
Clarkson University
Susan Watkins Ahlborn's Bank of America Experience July 2004 - March 2009
Job Product Management and Marketing Professional
Industry Marketing and Advertising
Experience
Bank of America July 2004 - March 2009
Bank of America September 2002 - July 2004
Bank of America October 2000 - September 2002
Bank of America December 1995 - October 2000
First Citizens Bank January 1990 - June 1992
Skills
Marketing Communications, Marketing, Strategy, Product Management, Product Development, Program Management, Strategic Planning, Direct Mail, Project Management, Management, Product Launch, Training, Budgets, Analysis
Education
Wake Forest University School of Business 1992 — 1994
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BS, Undergraduate Business School
Bank of America July 2004 - March 2009
Bank of America September 2002 - July 2004
Bank of America October 2000 - September 2002
Bank of America December 1995 - October 2000
First Citizens Bank January 1990 - June 1992
Skills
Marketing Communications, Marketing, Strategy, Product Management, Product Development, Program Management, Strategic Planning, Direct Mail, Project Management, Management, Product Launch, Training, Budgets, Analysis
Education
Wake Forest University School of Business 1992 — 1994
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BS, Undergraduate Business School
Sarah (Abernathy) Harmon's Bank of America Experience August 2015 - Present
Job Corporate Real Estate
Industry Real Estate
Experience
Bank of America August 2015 - Present
Bank of America January 2011 - August 2015
Bank of America September 2010 - December 2010
Bank of America June 2008 - September 2010
Carolina Financial Advisors January 2008 - April 2008
University Directories May 2007 - January 2008
Skills
Corporate Real Estate, Microsoft Office, Fast Learner, Detail Oriented, Vlookup, Supplier Management, Confidentiality, MS Excel Pivot Tables, Task Management, NPV, IRR, Global Teams, Vendor Management, Analysis
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Business Administration (M.B.A.), Real Estate Finance & Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business Administration, Political Science
East Burke High 2000 — 2004
Bank of America August 2015 - Present
Bank of America January 2011 - August 2015
Bank of America September 2010 - December 2010
Bank of America June 2008 - September 2010
Carolina Financial Advisors January 2008 - April 2008
University Directories May 2007 - January 2008
Skills
Corporate Real Estate, Microsoft Office, Fast Learner, Detail Oriented, Vlookup, Supplier Management, Confidentiality, MS Excel Pivot Tables, Task Management, NPV, IRR, Global Teams, Vendor Management, Analysis
Education
University of North Carolina at Charlotte 2012 — 2015
Master of Business Administration (M.B.A.), Real Estate Finance & Development
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business Administration, Political Science
East Burke High 2000 — 2004
Jacqui Moore's Bank of America Experience 1999 - 2004
Job Family Liaison at Harmony Outreach
Industry Nonprofit Organization Management
Experience
Harmony Outreach January 2008 - Present
Wells Fargo January 2005 - July 2008
Bank of America 1999 - 2004
Skills
Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1988
Harmony Outreach January 2008 - Present
Wells Fargo January 2005 - July 2008
Bank of America 1999 - 2004
Skills
Program Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1988
Jamie Barwick's Bank of America Experience October 2013 - Present
Job SVP Senior Client Manager at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Bank of America May 2012 - October 2013
Bank of America September 2010 - May 2012
Bank of America June 2006 - September 2010
The Home Depot May 2005 - August 2005
Virtual Office, LLC May 2000 - June 2004
Skills
Sales, Underwriting, Treasury Management, Credit Analysis, Business Strategy, Business Analysis, Risk Management, Management, Data Analysis, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of North Carolina at Charlotte 1993 — 1998
BA, History
Bank of America October 2013 - Present
Bank of America May 2012 - October 2013
Bank of America September 2010 - May 2012
Bank of America June 2006 - September 2010
The Home Depot May 2005 - August 2005
Virtual Office, LLC May 2000 - June 2004
Skills
Sales, Underwriting, Treasury Management, Credit Analysis, Business Strategy, Business Analysis, Risk Management, Management, Data Analysis, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of North Carolina at Charlotte 1993 — 1998
BA, History
Alex Hambacher's Bank of America Experience November 2007 - September 2010
Job Vice President at Corrum Capital
Industry Investment Management
Experience
Corrum Capital Management LLC January 2013 - Present
Sterling Stamos September 2010 - January 2013
Bank of America November 2007 - September 2010
SunTrust Robinson Humphrey September 2006 - October 2007
Sterling Capital Management June 2004 - September 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2004
Bachelor of Science (BS), Business Administration
Providence Day School 1994 — 2000
Corrum Capital Management LLC January 2013 - Present
Sterling Stamos September 2010 - January 2013
Bank of America November 2007 - September 2010
SunTrust Robinson Humphrey September 2006 - October 2007
Sterling Capital Management June 2004 - September 2006
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2004
Bachelor of Science (BS), Business Administration
Providence Day School 1994 — 2000
York Bryant's Bank of America Experience January 2011 - August 2014
Job Senior Consultant at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP August 2014 - Present
Bank of America January 2011 - August 2014
Thomas Rutherfoord January 2009 - January 2011
Wachovia March 2007 - March 2008
Capital Investment Companies January 2004 - March 2007
J. Arthur Dail, Inc January 2004 - March 2007
Skills
Finance, Accounting, Banking, Financial Analysis, Financial Modeling, Credit Risk, Real Estate, Credit Analysis, Risk Management, Basel I, Basel II, Capital, Investments, Capital Markets, Management, Financial Risk, Leadership, Process Improvement, Strategic Planning
Education
McColl School of Business, Queens University of Charlotte 2008 — 2010
MBA
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts
Deloitte & Touche LLP August 2014 - Present
Bank of America January 2011 - August 2014
Thomas Rutherfoord January 2009 - January 2011
Wachovia March 2007 - March 2008
Capital Investment Companies January 2004 - March 2007
J. Arthur Dail, Inc January 2004 - March 2007
Skills
Finance, Accounting, Banking, Financial Analysis, Financial Modeling, Credit Risk, Real Estate, Credit Analysis, Risk Management, Basel I, Basel II, Capital, Investments, Capital Markets, Management, Financial Risk, Leadership, Process Improvement, Strategic Planning
Education
McColl School of Business, Queens University of Charlotte 2008 — 2010
MBA
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor of Arts
Carmen Desjardins's Bank of America Experience March 2013 - Present
Job PMO Consultant at Bank of America
Industry Information Technology and Services
Experience
Bank of America March 2013 - Present
Bank of America May 2010 - March 2013
Premier, Inc. March 2009 - May 2010
Premier, Inc. December 2006 - February 2009
Premier Inc. February 2006 - January 2007
Premier Inc. March 2005 - February 2006
Premier Inc. December 2003 - March 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science, Business Administration
Bank of America March 2013 - Present
Bank of America May 2010 - March 2013
Premier, Inc. March 2009 - May 2010
Premier, Inc. December 2006 - February 2009
Premier Inc. February 2006 - January 2007
Premier Inc. March 2005 - February 2006
Premier Inc. December 2003 - March 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science, Business Administration
Carson (Harris) Golden's Bank of America Experience February 2010 - December 2012
Job Leadership & Talent Consulting at Korn Ferry International
Industry Management Consulting
Experience
Korn/Ferry International January 2013 - Present
Bank of America February 2010 - December 2012
Deloitte Consulting September 2007 - February 2010
Skills
Organizational Design, Organizational..., Talent Management, Leadership, Succession Planning, Leadership Development, Performance Management, Executive Coaching, Organizational..., Management Consulting, Onboarding, Strategy, Employee Engagement, Performance Improvement, Personnel Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Sustainable Enterprise and Entrepreneurship
Washington and Lee University 1997 — 2001
BS, Business Administration
Korn/Ferry International January 2013 - Present
Bank of America February 2010 - December 2012
Deloitte Consulting September 2007 - February 2010
Skills
Organizational Design, Organizational..., Talent Management, Leadership, Succession Planning, Leadership Development, Performance Management, Executive Coaching, Organizational..., Management Consulting, Onboarding, Strategy, Employee Engagement, Performance Improvement, Personnel Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA, Sustainable Enterprise and Entrepreneurship
Washington and Lee University 1997 — 2001
BS, Business Administration
Danietta Pignetti's Bank of America Experience September 2000 - October 2011
Job Program Manager AmWINS
Industry Insurance
Experience
AmWINS Group April 2015 - Present
Signature Consultants January 2013 - June 2014
Bank of America September 2000 - October 2011
DeLeeuw Associates January 1998 - August 2000
Skills
project manager, Program Management, Process Improvement, Portfolio Management, SDLC, Risk Management, Vendor Management, Business Process..., Change Management, Project Portfolio..., Banking, Business Analysis, IT Strategy, Financial Services, PMO, Governance, Business Intelligence, Business Process, Business Requirements, Business Transformation, CRM, Enterprise Architecture, IT Management, Integration, Outsourcing, PMP, Project Delivery, Requirements Analysis, Software Project..., Visio, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
BSBA, Business Admin
Smithfield-Selma Senior High 1987 — 1991
High School Diploma
AmWINS Group April 2015 - Present
Signature Consultants January 2013 - June 2014
Bank of America September 2000 - October 2011
DeLeeuw Associates January 1998 - August 2000
Skills
project manager, Program Management, Process Improvement, Portfolio Management, SDLC, Risk Management, Vendor Management, Business Process..., Change Management, Project Portfolio..., Banking, Business Analysis, IT Strategy, Financial Services, PMO, Governance, Business Intelligence, Business Process, Business Requirements, Business Transformation, CRM, Enterprise Architecture, IT Management, Integration, Outsourcing, PMP, Project Delivery, Requirements Analysis, Software Project..., Visio, Project Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
BSBA, Business Admin
Smithfield-Selma Senior High 1987 — 1991
High School Diploma
Andrew Hurd's Bank of America Experience September 2013 - September 2014
Job Underwriter at B2R Finance
Industry Real Estate
Experience
B2R Finance September 2014 - Present
Bank of America September 2013 - September 2014
Bank of America June 2011 - September 2013
Bank of America March 2010 - July 2011
Bank of America April 2009 - March 2010
Wachovia Global Securities Lending May 2005 - August 2007
Skills
Financial Risk, Financial Analysis, Critical Thinking, Problem Solving, Problem Analysis, Quick Study, Credit Risk, Credit Analysis, Risk Management, Risk Assessment, Enterprise Risk..., Chartered Financial..., Economics, Real Estate, Financial Statements, Credit, Finance, Loans, Financial Modeling, Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business and Economics
B2R Finance September 2014 - Present
Bank of America September 2013 - September 2014
Bank of America June 2011 - September 2013
Bank of America March 2010 - July 2011
Bank of America April 2009 - March 2010
Wachovia Global Securities Lending May 2005 - August 2007
Skills
Financial Risk, Financial Analysis, Critical Thinking, Problem Solving, Problem Analysis, Quick Study, Credit Risk, Credit Analysis, Risk Management, Risk Assessment, Enterprise Risk..., Chartered Financial..., Economics, Real Estate, Financial Statements, Credit, Finance, Loans, Financial Modeling, Management, Investments
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BS, Business and Economics
Fred Beaman's Bank of America Experience September 1975 - May 1977
Job Owner at BFC
Industry Financial Services
Experience
Beaman Financial June 1987 - Present
CTX MMortgage Company May 1991 - November 1999
Bank of America September 1975 - May 1977
Skills
Mortgage Lending, Strategic Financial..., Real Estate, Financial Analysis, Strategic Planning, Investments, Loans, Investment Properties, Banking, Credit, Refinance, Analysis, Real Estate Economics, Portfolio Management, Mergers & Acquisitions, Finance, Referrals, Small Business, Residential Mortgages, Financial Services, Loan Origination, Due Diligence, FHA, Mortgage Banking, Commercial Mortgages, Underwriting, Commercial Lending, Brokerage, Real Estate Financing, USDA, Commercial Real Estate, Investors, VA loans, Asset Management, Real Estate Transactions, Real Estate Development, Foreclosures
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Finance, General
Beaman Financial June 1987 - Present
CTX MMortgage Company May 1991 - November 1999
Bank of America September 1975 - May 1977
Skills
Mortgage Lending, Strategic Financial..., Real Estate, Financial Analysis, Strategic Planning, Investments, Loans, Investment Properties, Banking, Credit, Refinance, Analysis, Real Estate Economics, Portfolio Management, Mergers & Acquisitions, Finance, Referrals, Small Business, Residential Mortgages, Financial Services, Loan Origination, Due Diligence, FHA, Mortgage Banking, Commercial Mortgages, Underwriting, Commercial Lending, Brokerage, Real Estate Financing, USDA, Commercial Real Estate, Investors, VA loans, Asset Management, Real Estate Transactions, Real Estate Development, Foreclosures
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1977 — 1979
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA), Finance, General
Benjamin Cecil's Bank of America Experience December 2009 - August 2012
Job Director of Compliance Mortgage Servicing Customer Experience
Industry Financial Services
Experience
Ocwen Financial Corporation December 2014 - Present
Fannie Mae April 2014 - December 2014
SunTrust Mortgage August 2012 - November 2013
Bank of America December 2009 - August 2012
Bank of America January 2006 - December 2009
Skills
Compliance, Mortgage Servicing, Voice of the Customer, Vendor Management, Customer Experience, Banking, Risk Management, Management, Financial Risk, Leadership, Process Improvement, Mortgage Lending, Credit, Portfolio Management, Strategy, Business Process, Credit Risk, Program Management, Loans, Operational Risk, Finance, Supply Chain Management, Marketing Strategy, Procedure Development, Regulatory Requirements, Consent Decree, Risk Assessment, Technology Management, Six Sigma, Optimization, Operational Excellence, Operational Risk...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
MBA, Business, Management, Marketing, and Related Support Services
University of North Carolina at Greensboro 1989 — 1993
Bachelor of Arts (BA), Industrial and Organizational Psychology
Ocwen Financial Corporation December 2014 - Present
Fannie Mae April 2014 - December 2014
SunTrust Mortgage August 2012 - November 2013
Bank of America December 2009 - August 2012
Bank of America January 2006 - December 2009
Skills
Compliance, Mortgage Servicing, Voice of the Customer, Vendor Management, Customer Experience, Banking, Risk Management, Management, Financial Risk, Leadership, Process Improvement, Mortgage Lending, Credit, Portfolio Management, Strategy, Business Process, Credit Risk, Program Management, Loans, Operational Risk, Finance, Supply Chain Management, Marketing Strategy, Procedure Development, Regulatory Requirements, Consent Decree, Risk Assessment, Technology Management, Six Sigma, Optimization, Operational Excellence, Operational Risk...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
MBA, Business, Management, Marketing, and Related Support Services
University of North Carolina at Greensboro 1989 — 1993
Bachelor of Arts (BA), Industrial and Organizational Psychology
Morrison Creech's Bank of America Experience January 2000 - August 2003
Job Head of Private Banking at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2009 - Present
Wachovia Bank August 2003 - January 2009
Bank of America January 2000 - August 2003
Bank of America September 1998 - February 2000
Bank of America August 1989 - September 1998
Bank of America January 1987 - August 1989
Bank of America August 1981 - January 1987
Skills
Wealth Management, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Underwriting, Private Banking, Commercial Lending, Credit Risk, Financial Analysis, Banking, Loans, Risk Management, Small Business Lending, Consumer Lending, Loan Origination, Financial Services, Mortgage Banking, Series 7, Treasury Management, Portfolio Management, Relationship Management, Investments, Retirement Planning, Mutual Funds, Series 63, Securities, Strategic Financial..., Investment Advisory, Retail Banking, Capital Markets, Asset Management, Financial Risk, Cash Management, Wealth Management..., Financial Advisory, Asset Allocation, Asset Based Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1978
Bachelor's Degree
Wells Fargo January 2009 - Present
Wachovia Bank August 2003 - January 2009
Bank of America January 2000 - August 2003
Bank of America September 1998 - February 2000
Bank of America August 1989 - September 1998
Bank of America January 1987 - August 1989
Bank of America August 1981 - January 1987
Skills
Wealth Management, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Underwriting, Private Banking, Commercial Lending, Credit Risk, Financial Analysis, Banking, Loans, Risk Management, Small Business Lending, Consumer Lending, Loan Origination, Financial Services, Mortgage Banking, Series 7, Treasury Management, Portfolio Management, Relationship Management, Investments, Retirement Planning, Mutual Funds, Series 63, Securities, Strategic Financial..., Investment Advisory, Retail Banking, Capital Markets, Asset Management, Financial Risk, Cash Management, Wealth Management..., Financial Advisory, Asset Allocation, Asset Based Lending
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1974 — 1978
Bachelor's Degree
Bryant Mende's Bank of America Experience 1999 - 2004
Job Fairview Group LLC
Industry Real Estate
Experience
Fairview Group 2013 - Present
Fairview Real Estate Solutions/The Quietstream Network December 2013 - June 2014
Waterstone Asset Management 2009 - 2013
M&T Realty Capital 2004 - 2008
Bank of America 1999 - 2004
First Union 1995 - 1998
Skills
Due Diligence, Loans, Real Estate Economics, Real Estate, Asset Managment, Capital Markets, Investment Properties, Real Estate Development, Financial Structuring, Restructuring, Commercial Real Estate, Management, Brokerage, CMBS, Valuation, Mezzanine, Real Estate Financing, Investments, Structured Finance, Sales, Underwriting, Commercial Mortgages, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Finance, real estate, city planning
Fairview Group 2013 - Present
Fairview Real Estate Solutions/The Quietstream Network December 2013 - June 2014
Waterstone Asset Management 2009 - 2013
M&T Realty Capital 2004 - 2008
Bank of America 1999 - 2004
First Union 1995 - 1998
Skills
Due Diligence, Loans, Real Estate Economics, Real Estate, Asset Managment, Capital Markets, Investment Properties, Real Estate Development, Financial Structuring, Restructuring, Commercial Real Estate, Management, Brokerage, CMBS, Valuation, Mezzanine, Real Estate Financing, Investments, Structured Finance, Sales, Underwriting, Commercial Mortgages, Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1983 — 1985
MBA, Finance, real estate, city planning
Heather Wingo, PMP's Bank of America Experience May 2009 - January 2013
Job Sr Learning Manager at Capital One
Industry Banking
Experience
Capital One January 2013 - Present
Bank of America May 2009 - January 2013
Owner, Heather Wingo February 2004 - May 2009
First Union National Bank October 1998 - December 2000
First Union National Bank October 1996 - October 1998
First Union National Bank January 1996 - October 1996
Wal-Mart May 1994 - August 1994
Skills
Client Education, Development, Instructional Design, Management, Marketing Communications, Project Management, Strategic Partnerships, Training
Education
Winthrop University 2011 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
B.S., Business Administration
Capital One January 2013 - Present
Bank of America May 2009 - January 2013
Owner, Heather Wingo February 2004 - May 2009
First Union National Bank October 1998 - December 2000
First Union National Bank October 1996 - October 1998
First Union National Bank January 1996 - October 1996
Wal-Mart May 1994 - August 1994
Skills
Client Education, Development, Instructional Design, Management, Marketing Communications, Project Management, Strategic Partnerships, Training
Education
Winthrop University 2011 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1995
B.S., Business Administration
Cheryl Keller's Bank of America Experience 2000 - 2007
Job Community Volunteer
Industry Civic & Social Organization
Experience
Bank of America 2000 - 2007
Skills
Vendor Management, Program Management, Business Process..., Banking, Change Management, Process Improvement, Leadership, Strategic Planning, Risk Management, Leadership Development, Business Analysis, Project Management, Data Warehousing, Governance, Management, Strategy, Acquisition Integration
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
MBA, Business Administration
University of North Carolina at Charlotte 1973 — 1977
BA, Political Science
Bank of America 2000 - 2007
Skills
Vendor Management, Program Management, Business Process..., Banking, Change Management, Process Improvement, Leadership, Strategic Planning, Risk Management, Leadership Development, Business Analysis, Project Management, Data Warehousing, Governance, Management, Strategy, Acquisition Integration
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
MBA, Business Administration
University of North Carolina at Charlotte 1973 — 1977
BA, Political Science
Nathan Carpenter's Bank of America Experience January 2011 - Present
Job Financial Analyst at Bank of America
Industry Accounting
Experience
Bank of America January 2011 - Present
Bank of America June 2010 - January 2011
Springs Creative Products Group LLC September 2009 - March 2010
Sunbelt Rentals 2007 - 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelors, Business, History
Bank of America January 2011 - Present
Bank of America June 2010 - January 2011
Springs Creative Products Group LLC September 2009 - March 2010
Sunbelt Rentals 2007 - 2009
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelors, Business, History
Catherine Boss's Bank of America Experience January 2010 - June 2010
Job Accounting Professional
Industry Accounting
Experience
Bank of America January 2010 - June 2010
Bank of America October 2003 - November 2007
Faison December 2002 - October 2003
Deloitte & Touche, LLP September 2000 - November 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
Masters in Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1999
Bachelor of Business Administration (BBA)
Bank of America January 2010 - June 2010
Bank of America October 2003 - November 2007
Faison December 2002 - October 2003
Deloitte & Touche, LLP September 2000 - November 2002
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2000
Masters in Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1999
Bachelor of Business Administration (BBA)
Dylan Barlow's Bank of America Experience June 2012 - Present
Job Global FX Project Management at Bank of America
Industry Marketing and Advertising
Experience
Bank of America June 2012 - Present
Bank of America July 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Equity Derivatives, Middle Office, FX Options, Project Management, PowerPoint, Access, Team Management, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Bank of America June 2012 - Present
Bank of America July 2011 - June 2012
Skills
Microsoft Excel, Microsoft Office, Equity Derivatives, Middle Office, FX Options, Project Management, PowerPoint, Access, Team Management, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Cornelius Neil Mahon's Bank of America Experience 1994 - 1997
Job Director at Apple
Industry Consumer Electronics
Experience
Apple April 2013 - Present
Citigroup 2008 - April 2013
Citigroup 2004 - 2008
Citigroup 2002 - 2004
Salomon Smith Barney 1999 - 2002
Bank of America 1994 - 1997
Skills
Leveraged Finance, Restructuring, Financial Analysis, Investment Banking, Private Equity, Portfolio Management, Loans, Credit, Mergers, Risk Management, Financial Structuring, High Yield, Mergers & Acquisitions, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Apple April 2013 - Present
Citigroup 2008 - April 2013
Citigroup 2004 - 2008
Citigroup 2002 - 2004
Salomon Smith Barney 1999 - 2002
Bank of America 1994 - 1997
Skills
Leveraged Finance, Restructuring, Financial Analysis, Investment Banking, Private Equity, Portfolio Management, Loans, Credit, Mergers, Risk Management, Financial Structuring, High Yield, Mergers & Acquisitions, Credit Risk
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
Vanderbilt University 1988 — 1992
BA, History
Aimee Chung's Bank of America Experience 2007 - 2010
Job Senior Tax Analyst at INC Research
Industry Pharmaceuticals
Experience
INC Research 2010 - 2015
Bank of America 2007 - 2010
Stock Building Supply 2006 - 2007
Ernst & Young 2003 - 2006
Skills
Corporate Tax, Income Tax, Tax Accounting, International Tax, Forecasting, Financial Analysis, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelor of Science, Business Administration
INC Research 2010 - 2015
Bank of America 2007 - 2010
Stock Building Supply 2006 - 2007
Ernst & Young 2003 - 2006
Skills
Corporate Tax, Income Tax, Tax Accounting, International Tax, Forecasting, Financial Analysis, US GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Master, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
Bachelor of Science, Business Administration
Will Furr's Bank of America Experience 1999 - 2007
Job Vice President Lending Manager Wealth Management at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2010 - February 2013
Wachovia Bank/Wells Fargo Bank 2007 - 2010
Bank of America 1999 - 2007
First Union National Bank 1998 - 1999
Central Carolina Bank 1989 - 1998
Skills
Loans, Underwriting, Wealth Management, Commercial Lending, Credit, Banking, Risk Management, Portfolio Management, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Commercial Mortgages, Consumer Lending, Loan Servicing, Cross Selling
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Wells Fargo March 2013 - Present
Wells Fargo Bank July 2010 - February 2013
Wachovia Bank/Wells Fargo Bank 2007 - 2010
Bank of America 1999 - 2007
First Union National Bank 1998 - 1999
Central Carolina Bank 1989 - 1998
Skills
Loans, Underwriting, Wealth Management, Commercial Lending, Credit, Banking, Risk Management, Portfolio Management, Mortgage Lending, Mortgage Underwriting, Credit Analysis, Commercial Mortgages, Consumer Lending, Loan Servicing, Cross Selling
Education
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Mingjun Zhu's Bank of America Experience July 2013 - May 2014
Job Global Treasury Solutions Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - May 2014
L&B Realty Advisors, LLP June 2012 - August 2012
PositecUSA July 2011 - August 2011
University of North Carolina at Chapel Hill August 2010 - May 2011
Univeristy of Alaska Museum of the North May 2010 - August 2010
Skills
Fluent in Mandarin..., Proficient in Spanish, Chinese, Portfolio Management, Asset Managment, Real Estate, Finance, Sales, SAP, Admissions, Museums, Stata, Financial Modeling, Research, Data Analysis, Microsoft Excel, Mandarin, Investments, Valuation, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration, Economics
Bank of America July 2013 - May 2014
L&B Realty Advisors, LLP June 2012 - August 2012
PositecUSA July 2011 - August 2011
University of North Carolina at Chapel Hill August 2010 - May 2011
Univeristy of Alaska Museum of the North May 2010 - August 2010
Skills
Fluent in Mandarin..., Proficient in Spanish, Chinese, Portfolio Management, Asset Managment, Real Estate, Finance, Sales, SAP, Admissions, Museums, Stata, Financial Modeling, Research, Data Analysis, Microsoft Excel, Mandarin, Investments, Valuation, Leadership
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS