Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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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
PODS March 2009 - Present
PODS October 2006 - March 2009
Catalina Marketing March 2003 - October 2006
Bank of America July 2000 - January 2002
Pulte Homes September 1999 - July 2000
TCS Industries, Inc. March 1997 - August 1999
Skills
Forecasting, Financial Analysis, Financial Modeling, Cross-functional Team..., Budgets, Analysis, Accounting, Competitive Analysis, Pricing, Finance, Management, Accounts Receivable, Income Statement, New Business Development, General Ledger, Accounts Payable, Strategic Financial..., Sales, Variance Analysis, Logistics, Pricing Strategy, Payroll, P&L Management, Cash Management, Process Improvement, Executive Management, Transportation, Operations Management, Business Planning, Business Process..., Call Centers, Customer Service, Inventory Management, Mergers & Acquisitions, P&L, Strategy, Contract Negotiation, Leadership, Business Development, Analytics
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2001
BSBA, Finance - concentration in Financial Management
McGladrey July 2014 - Present
Bank of America January 2014 - July 2014
Bank of America January 2010 - January 2014
Skills
Auditing, CAM Reconciliation, Accounting, Employee Training, Process Improvement, Account Reconciliation, Financial Analysis, Finance, Banking, Financial Modeling, Financial Reporting, Microsoft Excel, Risk Management, Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2009
Bachelor of Science Degree, Accounting, Biology
Bank of America July 2011 - Present
CoreLogic September 2010 - July 2011
Greenshield Financial Services March 2010 - August 2010
Skills
Finance, Financial Analysis, Business Analysis, Data Analysis, Quality Auditing, Internal Audit, Auditing, Corporate Finance, Banking, Credit, Financial Modeling, Risk Management, Training, Microsoft Excel, Microsoft Word
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2009
Bachelors, Finance
Bank of America March 2012 - July 2013
Bank of America October 2007 - March 2012
Bank of America October 2004 - October 2007
Bank of America May 1998 - October 2004
Skills
Organizational..., Business Process..., Relationship Management, Financial Analysis, Project Management, Risk Management, Six Sigma, Process Improvement, Project Planning, Analytics, Vendor Management, Business Process..., Program Management, Finance, Change Management, Management, Leadership, Strategic Planning
Education
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science, Accounting
Huron Consulting Group 2006 - Present
Bank of America 2003 - 2006
Bank of America May 1997 - November 2002
Skills
Litigation Support, Data Analysis, Computer Forensics, Document Review, Forensic Analysis, Document Management, Legal Assistance, Legal Research, Litigation
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
Bachelor's degree, Management Information Systems, General
Bank of America September 2006 - Present
Lowe's Home Improvement July 2003 - February 2005
Harris Teeter September 2000 - July 2003
Skills
Direct Marketing, Analytics, Sales, Marketing Strategy, Financial Services, E-commerce, Strategic Planning, Customer Acquisition, Product Management, Strategic Partnerships, Multi-channel Marketing, Vendor Management, Direct Mail, Strategy, Digital Marketing, Integrated Marketing, Marketing Communications, Advertising, Account Management, Product Marketing, CRM, Segmentation, Email Marketing, Lead Generation, Marketing, Relationship Management, Salesforce.com, Competitive Analysis, Brand Management
Education
University of North Carolina at Charlotte - Belk College of Business 1992 — 1996
Marketing
Central Cabarrus
Bank of America September 2014 - Present
Gateway Funding January 2014 - September 2014
Sierra Pacific Mortgage Company, Inc. October 2013 - January 2014
Turnkey Mortgage Services, Inc. June 2004 - December 2013
Skills
Strategic Planning, Loan Origination, Credit, Mortgage Lending, Mortgage Banking, Account Management, Real Estate, USDA, VA loans, Loans, Refinance, First Time Home Buyers, Investment Properties, FHA, Foreclosures, VA Loans
Education
University of North Carolina at Charlotte - Belk College of Business 1993 — 1995
B.S., Finance
Bank of America October 2014 - Present
BDO USA, LLP September 2012 - October 2014
UNC Charlotte August 2011 - May 2012
Mickey and Mooch January 2011 - February 2012
Fresher Than Fresh Seafood 2007 - 2009
21st Century Distributing 2005 - 2007
Hickory Tavern 2002 - 2005
BUD'S PLACE 2001 - 2001
Skills
Accounting, Peachtree, QuickBooks, Financial Analysis, Inventory Management, Microsoft Excel, Financial Reporting, Budgets, Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Account Reconciliation, Customer Service, Payroll
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2012
Master, Accounting
University of North Carolina at 2010 — 2011
Bachelor of Science, Accounting
University of South Carolina 1996 — 1998
Bachelor of Science, Hotel/ Restaurant Management
Bank of America March 2002 - Present
Skills
Call Centers, IVR, Leadership, CTI, Project Management, Call Center, Coaching, Strategy, Insurance, IT Strategy, Technical Support, Credit, Customer Support, Help Desk Support, Quality Control, Recording, Risk Management, Credit Cards, Banking, Integration, Visio, Authentication, Voice Biometrics, Biometrics, Innovation
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S.B.A, Finance
Valence Health August 2013 - Present
Bank of America July 2012 - July 2013
Bank of America January 2011 - May 2012
Skills
SDLC, Visio, Microsoft SQL Server, SQL, SharePoint, Databases, Linux Server, SAS programming, Business Process..., Analytics, ETL, Data Analysis, Integration, Visual Basic, Software Development, Programming, ASP.NET, Data Integration, Data Warehousing, Agile Methodologies, Software Documentation, Eclipse, Microsoft Excel, Unix, SSIS, Visual Studio, JIRA, Database Design, Database Administration, T-SQL, Systems Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2012
Management Information Systems
Bank of America September 2014 - Present
Bank of America February 2011 - September 2014
Bank of America March 2010 - February 2011
Bank of America July 2009 - March 2010
Bank of America July 2008 - June 2009
Bank of America June 2007 - July 2008
Greer & Walker, LLP January 2006 - March 2006
Skills
Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Accounting, Variance Analysis, Strategic Financial..., Finance, Corporate Finance, Microsoft Excel, Risk Management, General Ledger, Banking, Essbase, Sarbanes-Oxley, Audit, Interaction with Senior..., Cost Allocation, Time Management, Expense Management
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S.B.A., Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S., Accounting
Delhaize Group February 2013 - Present
Delhaize Group December 2011 - February 2013
Delhaize Group May 2011 - September 2012
Food Lion June 2010 - May 2011
Food Lion March 2009 - June 2010
Bank of America 2008 - 2009
Bank of America 2007 - 2008
Bank of America 2005 - 2007
Skills
Typing, Goal Oriented, Interpersonal..., Small Business, Account Reconciliation, Customer Retention, Customer Service, Advertising, Competitive Analysis, Forecasting, Management, Grocery, Inventory Management, Profit, Strategy, Sales, Pricing Strategy, Leadership, Pricing, Merchandising, Analysis, Training, Retail, Assortment, Logistics, Strategic Planning, Negotiation, P&L, Time Management, Planograms
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Business Administration, Management, Leadership
Bank of America December 2008 - Present
BDO Seidman, LLP January 2008 - October 2008
Education
University of North Carolina at Charlotte - Belk College of Business
B.S., B.S.B.A., Accounting, Finance
Enterprise Solution Providers July 2014 - Present
The North Highland Company December 2013 - April 2014
Bank of America May 2011 - September 2013
Bank of America January 2010 - May 2011
Bank of America January 2008 - May 2010
Bank of America July 2005 - May 2010
Technology Brokerage, LLC June 2002 - December 2008
Bank of America June 2007 - June 2008
Bank of America October 2005 - April 2008
Bank of America December 2006 - January 2008
Skills
Leadership, Budgets, Negotiation, Project Management, Business Development, Change Management, Management, Portfolio Management, Strategy, Commercial Real Estate, Vendor Management, Project Planning, Integration, Processes and..., Program Management, Residential real estate, Event Planning, Resource Management, Process Governance, Process Improvement, Supplier Performance, Risk Management, Organizational..., Space planning, Financial Reporting, Six Sigma, Conflict Management, Team Building, Problem Solving, Building Relationships, Business Analysis, Software Documentation, Analysis, Requirements Analysis, PMO, IT Management
Education
Central Piedmont Community College 2013 — 2014
Project Management Professional (PMP)
Mingle School of Real Estate 1999 — 2001
NC Real Estate Broker's License, Residential real estate
Queens College 1995 — 1995
Paralegal Studies
University of North Carolina at Charlotte - Belk College of Business 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Bank of America January 2013 - Present
Bank of America December 2011 - January 2013
Bank of America March 2007 - December 2011
Boston Gear December 2001 - March 2007
Solectron Technology May 1998 - December 2001
Skills
Strategic Sourcing, Supply Management, Banking, Procurement, Six Sigma, Contract Negotiation, Purchasing, Risk Management, Vendor Management, Global Sourcing, Change Management, Forecasting, Demand Supply Planning, Global Cross-Functional..., Talent Management, Special Education, Spend Management, Spend Analysis, Low Cost Country..., Outsourcing, Sustainability, Corporate Real Estate, Print Management, Operations Management, Process Improvement, Budget Forecasts, Program Management, Kaizen, Management
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Business Adminstration with a major in Operations Managment
Bank of America June 2008 - Present
Skills
Capital Markets, Fixed Income, FX Derivatives, Risk Management, Investment Strategies, Financial Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
Bachelor of Science (BS), Finance
The DARTON GROUP October 2013 - Present
Bank of America August 2010 - October 2013
Bank of America June 2007 - July 2010
Bank of America 2005 - 2007
Skills
AML, Risk Management, Financial Risk, Operational Risk, Operational Risk..., Bank Secrecy Act, Finance, Mortgage Lending, Fraud, Financial Analysis, Business Process..., Change Management, KYC, Strategic Planning, Governance, Data Analysis, Anti Money Laundering, Operations Management, Business Strategy, Six Sigma, Relationship Management, Process Improvement, Fraud Detection, Banking, Program Management, Risk Assessment
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
MBA, Corporate Finance
BB&T Insurance Services Inc. July 2015 - Present
BB&T Insurance Services Inc. August 2012 - July 2015
The Ballantyne Hotel and Lodge March 2009 - August 2012
Bank of America March 2011 - January 2012
Skills
Fast Learner, Hospitality Industry, Banking, Customer Service, Management, Sales, Goal Oriented, Entrepreneurship, SharePoint, Recruiting, Marketing, Training, Time Management, Data Analysis, Forecasting, Financial Analysis, Operations Management, Team Leadership, Regression Analysis, Economics, Account Management
Education
University of North Carolina at Charlotte - Belk College of Business 2012 — 2015
Master of Business Administration (MBA), Management
Western Carolina University 2004 — 2008
BSBA, Marketing
Carlisle & Gallagher Consulting Group January 2014 - Present
Ally Financial Inc. July 2013 - December 2013
Bank of America March 2013 - June 2013
Bank of America February 2012 - March 2013
Bank of America September 2010 - February 2012
Bank of America February 2010 - September 2010
Wake Forest University (Babcock) August 2007 - August 2009
Wells Fargo Advisors September 2004 - June 2009
Byron Nelson Public Affairs Consulting May 2004 - June 2004
Ford Motor Company Governmental Affairs September 2002 - May 2004
Skills
Leadership, Banking, Strategy, Change Management, Management, Program Management, Project Management, Analysis, Business Analysis, IT Strategy, PMO, Budgets, Process Improvement, Financial Services, Strategic Planning, Six Sigma, Business Requirements, Portfolio Management, Business Development, Financial Analysis, Vendor Management, Risk Management, SDLC, Relationship Management, Mergers, Business Process..., Financial Modeling, Credit, Financial Risk, E-commerce, Forecasting, Software Documentation, Digital Banking, Customer Experience, Customer Experience...
Education
Wake Forest University - Babcock Graduate School of Management 2007 — 2009
MBA, Business
University of North Carolina at Charlotte - Belk College of Business 1997 — 2001
BSBA, Belk College of Business Administration - Marketing Concentration
RJ Reynolds High School 1992 — 1996
diploma
University of North Carolina August 2014 - Present
Bank of America October 2006 - August 2014
TCS September 2004 - August 2014
CRI Pumps June 2006 - September 2006
India Pistons Ltd March 2005 - May 2006
Tata Consultancy Services September 2004 - March 2005
Skills
Oracle Applications, PL/SQL, Toad, Oracle HR, Oracle Reports, Requirements Analysis, Oracle Forms, Oracle Discoverer, SQL, Oracle, Business Analysis, Oracle E-Business Suite, Unix, Business Intelligence, Oracle General Ledger, Purchasing, Oracle Order Management, Accounts Payable, Fixed Assets, Inventory, SQL*Plus, RICE Components, Databases, SDLC, Workflow, SAS E-Miner, Business Process, Data Migration, Management, Shell Scripting, Analysis, Consulting, Project Management, Software Project..., Performance Tuning, Microsoft Office, Business Requirements, Requirements Gathering
Education
University of North Carolina at Charlotte - Belk College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Business Analytics
Vellore Institute of Technology 2000 — 2004
Bachelor of Engineering (B.E.), Electronics and Communication Engineering
Bank of America March 2008 - Present
Shea Homes October 2005 - March 2008
Choice Translating 2003 - 2005
Skills
Data Warehousing, ETL, SSIS, Databases, Microsoft SQL Server, SDLC, T-SQL, Database Design, Business Intelligence, Analysis Services, Data Modeling, .NET, Data Warehouse..., Teradata, Analytics, Crystal Reports, Web Applications, Software Documentation, Architecture, DB2, IEX Total View, BIML
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
BS in Business Administration, Management Information Systems and Industrial & Operations Management
Lennar Multi-Family Communities June 2014 - Present
Duke Energy Corporation July 2013 - June 2014
Delaware North Companies May 2012 - June 2013
UNC Charlotte August 2011 - June 2012
Bank of America May 2008 - August 2011
Skills
Customer Service, Customer Satisfaction, Accounting, Time Management, Accounts Payable, Finance, GAAP
Education
University of North Carolina at Charlotte - Belk College of Business 2011 — 2012
MACC, Accounting
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
B/S, Accounting
Graduate, Clyde A. Erwin High School 2003 — 2007
High School Diploma, Business
Bank of America June 2013 - Present
Bank of America January 2012 - May 2013
Wells Fargo Financial September 2011 - January 2012
Northwestern Mutual January 2011 - August 2011
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
BSBA, Finance
Grant Thornton LLP September 2014 - Present
Bank of America September 2011 - Present
Grant Thornton September 2008 - March 2012
Grant Thornton September 2006 - December 2008
Education
Wingate University 2001 — 2005
B.S., Accounting
University of North Carolina at Charlotte - Belk College of Business
Masters of Accounting, Accounting
Bank of America January 2009 - Present
BDO Seidman, LLP January 2008 - November 2008
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2008
B.S., Accounting
University of North Carolina at Charlotte - Belk College of Business 2003 — 2008
B.S.B.A., Finance
University of North Carolina at Charlotte - Belk College of Business 2003 — 2008
Minor, Management Information System
Acrowire March 2013 - Present
Bank of America October 2008 - March 2013
Bank of America March 2007 - October 2008
Skills
Brand Management, Strategic Planning, Competitive Analysis, Media Planning, Project Management, Marketing Strategy, Marketing, Management, Program Management, Budgets, Social Media Marketing, Direct Marketing, Advertising, Email Marketing, Online Marketing, Social Media
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
Bachelor's Degree, BS in Business Administration - Marketing
Driven Brands, Inc. January 2014 - Present
Driven Brands October 2013 - January 2014
Bank of America June 2013 - October 2013
Bank of America June 2011 - June 2013
TIAA-CREF July 2010 - April 2011
HomeSportRehab, Inc. May 2009 - May 2010
Trane 2007 - 2008
Skills
Project Management, Business Development, Financial Analysis, Banking, Financial Services, Customer Service, PowerPoint, Financial Modeling, Analytics, Risk Management, Mergers & Acquisitions, Strategic Planning, Strategy, Leadership, Forecasting, Negotiation, Sales
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
Bachelor of Business Administration, Finance
Bank of America July 2010 - Present
Skills
Banking, Loans, Home Equity Lines of..., Mortgage Lending, Home Equity Loans, Financial Analysis, Manual Development, Mortgage Banking, Mortgage Underwriting, Project Management, Training, Insurance, Credit, Credit Analysis, Leadership, Loan Origination, Management, Process Improvement, Relationship Management, Risk Management
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1988
Business
Benefitfocus November 2013 - Present
Bank of America April 2013 - November 2013
Premier, Inc. May 2008 - April 2013
Amdocs May 2002 - June 2007
DST Innovis 2003 - 2007
Amdocs (Formerly DST Innovis, CableData) 2002 - 2007
CPCC 1995 - 2006
Bell & Howell 1997 - 1999
Broadway & Seymour 1987 - 1997
Education
University of North Carolina at Charlotte - Belk College of Business
Master of Business Administration (MBA)
Automated Insights, Inc. April 2015 - Present
Goldman Sachs April 2013 - April 2015
Goldman Sachs January 2011 - April 2013
Bank of America June 2009 - December 2010
Bank of America November 2006 - June 2009
Vanguard June 2004 - November 2006
Skills
Risk, Capital Markets, Derivatives, Securities, Bonds, SQL, VBA, Data Analysis, Financial Analysis, Financial Risk, Equities, Market Risk, Credit Risk, Portfolio Management, FX Options, Risk Management, Finance, Management, Financial Modeling, Trading
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Finance
Bank of America March 2000 - Present
Skills
Credit Cards, Retail Banking, Banking, Loans, Credit, Portfolio Management, Credit Analysis, Consumer Lending, Commercial Banking
Education
University of North Carolina at Charlotte - Belk College of Business
B.S., MBA
Baker House May 1983 - Present
Green Hope High School Band Boosters June 2013 - June 2014
Bank of America July 1985 - March 1991
Skills
Public Speaking, Customer Service, Microsoft Office, Microsoft Excel, Team Building, Social Networking, Project Management, Leadership, Microsoft Word, Sign Language, Deaf Culture, Cerebral Palsy
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1985
West Virginia University 1981 — 1983
Journalism
Merrill Lynch Wealth Management April 2010 - Present
Evergreen Investments March 2009 - July 2009
Bank of America October 2003 - January 2009
Bank of America 2003 - 2007
Bank of America 2003 - 2007
American Express 2002 - 2003
Skills
Series 7, Series 24, FINRA, Call Center, Series 66, Series 4, Series 53
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch 2008 - Present
Bank of America August 2005 - Present
Education
University of North Carolina at Charlotte - Belk College of Business
B.S.B.A Management-Human Resources
Bank of America March 2008 - Present
Bank of America May 2007 - March 2008
Bank of America June 2005 - May 2007
Bank of America February 2004 - January 2006
Bank of America December 2003 - June 2005
Bank of America April 2002 - December 2003
Bank of America June 1998 - April 2002
Bank of America January 1997 - January 1998
Bank of America January 1996 - January 1997
Education
University of North Carolina at Greensboro 1993 — 1995
BS, Accounting
University of North Carolina at Charlotte - Belk College of Business 1991 — 1993
Accounting
Bank of America April 2014 - Present
Bank of America April 2013 - April 2014
Bank of America July 2011 - April 2013
Bank of America April 2009 - July 2011
Bank of America July 2006 - April 2009
Bank of America June 2005 - July 2006
Bank of America June 2005 - May 2006
Bank of America May 2003 - June 2005
Bank of America November 2000 - March 2003
Skills
Senior Professional in..., HRIS, Human Resources, Program Management, SDLC, Management, Project Management, Strategy
Education
Norfolk Academy
High school
University of North Carolina at Charlotte - Belk College of Business
MBA, Management
Virginia Polytechnic Institute and State University
BA, Communications
Flight 1 Marketing, Inc. EditorWorld Airshow News2006 - Present
Bank of America June 1979 - October 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1975 — 1979
BA, Business Administration
Bank of America June 2010 - Present
Wachovia, A Wells Fargo Company 2007 - 2010
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1994
Bank of America 1998 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1996
Bank of America November 2014 - Present
Bank of America May 2011 - June 2014
Bank of America October 2009 - May 2011
Bank of America February 2000 - October 2009
Swisher Hygiene International July 1998 - January 2000
Skills
Banking, Performance Management, Leadership Development, Change Management, Risk Management, Organizational..., Talent Management, Six Sigma, Process Improvement, Relationship Management, Organizational Design, Succession Planning, Performance Improvement, Leadership, Onboarding, Project Portfolio..., Project Management, Organizational..., Human Resources
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Business Management
Modern Automotive January 2011 - Present
Hendrick Automotive Group 1997 - January 2011
Glenayre Electronics 1993 - 1997
Bank of America 1988 - 1993
Skills
Internal Controls, Financial Reporting, Financial Analysis, Banking, Credit, Risk Management, Business Planning, Loans, Cash Management, Business Strategy, Strategic Planning, Leadership, Customer Satisfaction, Profit, Operations Management, Process Improvement, Team Building, Forecasting, Budgets, Sales Management, Pricing, Management, Retail, GAAP, Managerial Finance, Mergers & Acquisitions, Finance, Sales Process, Customer Retention, Automotive
Education
Wake Forest University - Babcock Graduate School of Management 1996 — 1998
MBA
University of North Carolina at Charlotte - Belk College of Business 1988 — 1992
BS, Finance
West Charlotte HS
Bank of America July 2000 - September 2008
ARK Sales Corporation 1999 - 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
DTEA Sr Sec School
Bank of America January 2010 - Present
Clayton Homes September 2008 - December 2009
Mectric Resources May 2007 - August 2008
WestStar Mortgage, Inc May 2006 - March 2007
Wilmington Finance April 2005 - May 2006
Decision One Mortgage/ HSBC Mortgage August 1998 - March 2005
Aurora National Bank January 1998 - August 1998
TCF Financial Services February 1996 - January 1998
American General Finance January 1995 - February 1996
Skills
Mortgage Lending, Recruiting, Risk Management, Loans, Banking, Management, Mortgage Banking, Account Management, Operations Management, Sales, Leadership, Sales Operations, Credit, Underwriting, Training, Team Leadership, Loan Origination, Credit Analysis, Consumer Lending, Business Development, Sales Management, New Business Development, Commercial Lending, Refinance, Relationship Management, Residential Mortgages, Insurance, Commercial Banking, Finance, FHA, Customer Service, Financial Services, Negotiation, Branch Management, Small Business Lending
Education
University of North Carolina at 1991 — 1994
BS, Finance
University of North Carolina at Charlotte - Belk College of Business 1991 — 1994
BS, Finance
Farmers & Merchants Bank of Long Beach January 2012 - Present
Wells Fargo December 2003 - January 2012
Bank of America 2002 - 2003
KPMG 1997 - 2001
Coltec Industries Inc. 1996 - 1997
Wellman 1994 - 1996
KPMG 1981 - 1994
Skills
Risk Management, Internal Audit, Internal Controls, Accounting, Financial Reporting, Operational Risk..., Credit Risk Management, Leadership, Teamwork, Communication Skills, Credit Risk, Banking, Financial Analysis, Financial Risk, Financial Accounting, Cash Management, SEC filings, Financial Services, Credit, Process Improvement, Sarbanes-Oxley Act, Management, Management Consulting, Enterprise Risk..., Finance, Sarbanes-Oxley, Investments, Business Process, Financial Audits, AML, Due Diligence, US GAAP, Operational Risk, External Audit, Treasury Management, Consolidation, CPA, Executive Management, Strategic Financial..., GAAP, Corporate Finance, IT Audit, Auditing
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
Wells Fargo August 2015 - Present
Bank of America April 2012 - August 2015
Sassy Gourmet Treats January 2011 - April 2012
Bank of America January 2008 - December 2010
Bank of America.com October 2005 - January 2008
Bank of America May 2004 - October 2005
National Commerce Financial Corporation (SunTrust) March 2003 - January 2004
Bank of America March 2002 - November 2002
Bank of America October 1996 - March 2002
Skills
Banking, Business Analysis, Business Process, Management, Process Improvement, Sales, Training, Operations Management, Product Management
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 2000
Bachelor’s Degree, Finance
Bank of America May 2003 - Present
Solectron 1993 - 2003
Solectron Technology 1993 - 2003
Skills
Process Improvement, Six Sigma, Lean Manufacturing, Credit Risk Management, Operational Risk..., Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Fannie Mae July 2014 - Present
Deloitte September 2012 - June 2014
Bank of America July 2010 - August 2012
KPMG July 2007 - July 2010
Compass Group USA, Inc February 2006 - July 2007
Skills
Risk Management, Business Analysis, Banking, Process Improvement, Analysis, Business Process, Governance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
B.S., Accounting
Bank of America April 2008 - Present
Bank of America October 2005 - April 2008
Bank of America April 2003 - October 2005
The News Group July 1998 - July 2001
Moody's Investor Services July 1995 - July 1998
Education
University of North Carolina at Charlotte - Belk College of Business 1991 — 1995
BS, Marketing
Time Warner Cable June 2014 - Present
Time Warner Cable Business Class November 2012 - Present
Time Warner Cable Businss Class November 2012 - June 2014
Wells Fargo February 2011 - August 2012
Ally Financial Inc. October 2010 - December 2010
Citysearch.com January 2009 - July 2010
Citysearch.com December 2006 - January 2009
Yellowpages.com March 2006 - December 2006
Bank of America August 2005 - March 2006
CASE HANDYMAN SERVICES OF CHARLOTTE August 2002 - December 2004
Skills
Forecasting, Banking, Financial Analysis, Financial Modeling, Treasury Management, Analysis, Microsoft Excel, Salesforce.com, Budgets, Mergers, Management, Strategic Planning, Process Improvement, Data Mining, Data Migration, Data Cleaning
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance
University of North Carolina at Charlotte - Belk College of Business 1986 — 1991
BS, Finance
Bank of America February 2013 - Present
Sapient Global Markets August 2012 - February 2013
Bank of America February 2011 - August 2012
TEKsystems October 2009 - February 2011
Spherion March 2009 - October 2009
Open Finance Network January 2008 - March 2009
Wachovia Bank April 2004 - January 2008
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Asset Managment, Mutual Funds, Alternative Investments, Banking, Equities, Quality Center, Toad, PowerDesigner, BlackRock Aladdin, Asset Control, Sungard GMI, SDLC, Derivatives, Options, Analysis, User Acceptance Testing, Business Requirements, Market Data, Strategy, Integration, Reference Data, Middle Office, Back Office, Databases, Bonds, Business Analysis, AML, Software Documentation
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
Bachelor's degree, Finance
Bank of America January 2010 - Present
TEKsystems August 2007 - January 2010
Premier Alliance Group January 1998 - August 2007
Lowe's February 1987 - August 1997
Hickory Chair Manufacturing Co. August 1985 - January 1987
Hammary Furniture Company September 1982 - July 1985
Skills
Risk Management, Requirements Gathering, Business Process..., Analysis, Business Analysis, SDLC, Requirements Analysis, Management, Vendor Management, Project Management, Software Project..., Visio
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
BSBA, International Business
Bank of America 2011 - Present
Lowes January 2011 - June 2011
Infosys 2007 - 2011
Bank of America 2007 - 2011
Ford Motor Company 2006 - 2007
Skills
SDLC, Business Analysis, SQL, Vendor Management, SharePoint, Agile Methodologies, C#, Management, Microsoft SQL Server, SSRS, Software Project..., Visio, Program Management, Business Intelligence, Requirements Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MBA - Finance, MBA - Finance
Baker College
Bachelors of Science, Computer Science
Bank of America Consumer Risk OfficerBank of AmericaJanuary 1989 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1988 — 1990
MBA, Master of Business Administration
Western Carolina University 1982 — 1986
BSBA, Economics & Finance
Bank of America 2010 - Present
Wachovia, A Wells Fargo Company January 2009 - October 2010
David Tyson & Associates, Inc. January 2008 - December 2008
Wachovia Corporation 1987 - 2007
Skills
CPA, Financial Reporting, Financial Analysis, PeopleSoft, Accounting, Sarbanes-Oxley Act, Auditing, Banking, Financial Planning
Education
University of North Carolina at Charlotte - Belk College of Business 1981 — 1983
B. S., Accounting
U.S. Bank October 2014 - Present
Operational Dynamics 2009 - October 2014
Bank of America 2002 - 2009
Bank of America 1996 - 2002
Allstate 1988 - 1995
Skills
Activity Based Costing, Forecasting, Financial Analysis, Business Analysis, Financial Services
Education
University of North Carolina at Charlotte - Belk College of Business 1983 — 1987
Business Administration, Finance, Economics
BB&T May 2013 - Present
Time Warner Cable September 2009 - May 2013
Amdocs March 2001 - August 2009
First Union National Bank September 2000 - March 2001
Bank of America June 1998 - September 2000
Bank of America November 1995 - June 1998
Skills
Quality Center, Testing, Regression Testing, Test Automation, User Acceptance Testing, Test Planning, Business Analysis, Software Documentation, System Testing, Quality Assurance, Software Development, Test Management, SharePoint, Manual Testing, Troubleshooting, SDLC, Agile Methodologies, Test Cases, Unix, QTP, Defect Tracking, Requirements Analysis, JIRA, Agile Testing, Scrum, Software Project..., Requirements Gathering, Waterfall, Software Quality..., Integration, SQL, Agile Project Management, Selenium, Visio, Oracle, Business Requirements, Databases, Project Management
Education
University of North Carolina at Charlotte - Belk College of Business 1989 — 1994
Bachelor of Science, Business Administration with a concentration in Management Information Systems
Indian River High School
Bank of America March 2008 - Present
Enterprise Rent-A-Car October 1999 - October 2007
Skills
Leadership, Public Speaking, Customer Service, Project Management, Customer Satisfaction, Outlook, Insurance, Process Improvement, Change Management, Management, Vendor Management
Education
Strayer University 2008 — 2010
MBA, Project Management
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
B.S., Internatinonal Business
Bank of America June 2011 - Present
The ThunderStorm Group LLC January 2012 - Present
BAC 1996 - 2015
Bank of America January 2009 - June 2011
Bank of America October 2007 - January 2009
Bank of America October 2006 - September 2007
Skills
Mortgage Lending, Retail Banking, Loans, Banking, Cross Selling, Credit, Loss Mitigation, Credit Cards, Credit Risk, Operational Risk, Deposits, Operational Risk..., Debit Cards, Relationship Management, Finance, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
Finance, General business
SECU June 2014 - Present
Red Ventures December 2013 - June 2014
Bank of America June 2010 - November 2013
Bank Of America June 2010 - November 2013
Bank Of America June 2010 - November 2013
Vonage April 2010 - June 2010
Maxim Healthcare Services August 2009 - January 2010
Connextions Inc June 2009 - August 2009
Warner Cable Arena August 2006 - August 2009
Hewitt Associates Inc September 2008 - November 2008
Skills
Healthcare, Temporary Placement, Small Business, Technical Support, Underwriting, Cold Calling, Leadership, Residential Homes, Customer Retention, Account Management, Applicant Tracking..., Salesforce.com, Management, Building Relationships, Team Building, Customer Satisfaction, Credit, Banking, Process Improvement, Outlook
Education
University of North Carolina at 1998 — 2002
B.S.B.A, Business Management
University of North Carolina at Charlotte - Belk College of Business 1998 — 2002
BSBA, Management
Independence High School
of, Spanish and International Baccalaureate Program
Time Warner Cable via Disys September 2014 - Present
Wachovia March 2005 - October 2009
Bank of America December 1999 - December 2004
GreenPoint Mortgage October 1997 - December 1999
BarclaysAmerican/Mortgage Corp./Norwest Mortgage March 1990 - October 1996
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1997
BS, Management Information Systems
Carlisle Companies Inc 2014 - Present
Family Dollar 2007 - 2014
Bank of America 1993 - 2007
Skills
Management, Banking, Financial Analysis, Cash Management, Risk Management, Relationship Management, Budgets, Payments, Capital Markets, Due Diligence, Corporate Finance, Project Management, Financial Reporting, Treasury Management, Credit, Forecasting, Mergers & Acquisitions, Business Analysis, Finance, Strategic Planning, Accounting, Cash Flow, Financial Modeling, P&L, Credit Analysis, Portfolio Management, Credit Cards, Process Improvement, Financial Services, Strategic Financial..., Investments, Leadership, Payment Systems, Loans, Sarbanes-Oxley Act, Fixed Income
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2001
MBA, Banking & Finance
University of Virginia 1987 — 1991
B.A., Government
Tino Tile and Marble July 2013 - Present
Alfred Williams & Co. November 2010 - July 2013
Cabinet Company January 2010 - November 2010
Bonitz Flooring Group June 2006 - September 2009
Bank of America September 1998 - June 2002
Office Depot 1997 - 1998
Skills
Project Management, Proposal Writing, Process Improvement, Project Coordination, Budget, Construction Estimating, Budgets, Facilities Management, Construction, Project Planning, Process Scheduler, Management, Contract Negotiation, Strategic Planning, Team Building, Contract Management, Construction Management
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
BSBA, Finance
University of North Carolina at Charlotte - Belk College of Business 2002 — 2006
BS, Economics
Bank of America July 2005 - Present
PricewaterhouseCoopers June 2004 - August 2004
UNC Charlotte 2001 - 2004
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BSBA, Accounting, Finance, Spanish
Wells Fargo 2014 - Present
Wells Fargo 2008 - 2014
Wells Fargo 2009 - 2011
Wachovia, A Wells Fargo Company 2008 - 2009
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company October 2004 - 2007
Bank of America June 2002 - October 2004
Skills
Global Sourcing, Governance, Banking, Vendor Management, Process Improvement, Program Management, Risk Management, Project Management, Strategy, Business Analysis, Leadership, Business Process..., Financial Analysis, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2004
Financial Mgmt
Bank of America October 2012 - Present
Bank of America October 2010 - October 2012
Bank of America December 2007 - October 2010
Skills
Credit, Credit Analysis, Banking, Credit Risk, Vendor Management, Operational Risk...
Education
University of North Carolina at Charlotte - Belk College of Business 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, Economics
Dixon Hughes Goodman LLP August 2014 - Present
Dixon Hughes Goodman LLP September 2013 - August 2014
Dixon Hughes Goodman LLP December 2011 - August 2013
Bank of America September 2010 - December 2011
Bank of America January 2008 - September 2010
US Navy December 1998 - December 2004
Skills
Financial Modeling, Process Improvement, Analysis, Accounting, Auditing, Finance, Corporate Finance, Budgets, Banking, Valuation, Financial Accounting, Portfolio Management, Cross-functional Team..., Management, Project Management, Strategic Planning, Variance Analysis, Financial Analysis
Education
CPA and CFA Level 3 Candidate
University of North Carolina at Charlotte - Belk College of Business 2005 — 2007
Bachelors, Accounting
RoundPoint Financial Group May 2013 - February 2015
Wells Fargo May 2012 - April 2013
Bank of America August 2011 - October 2011
Bank of America February 2011 - June 2011
Bank of America October 2010 - February 2011
Bank of America January 2010 - June 2010
Bank of America July 2009 - September 2009
Bank of America June 2007 - February 2008
Novant Health – Presbyterian Hospital December 2004 - April 2006
Skills
General Ledger, Invoicing, Accounting, Financial Analysis, Account Reconciliation, Variance Analysis, Financial Accounting, Cash Management, Analysis, Accruals, Journal Entries, Financial Reporting, GAAP, Microsoft Excel, Cash Flow, Reconciliation, Loans, Access, Budgeting, Pivot Tables, Outlook, PowerPoint, Spreadsheets, Consolidation, Data Analysis, Rent Roll, Expenses, Credit, Forecasting, Financial Modeling, Property Tax, Internal Audit, SEC Corporate Reports, SOX, Yardi Property..., Oracle GL-IrisWeb, Data Mining, Databases, Budget Forecasts, Lease Accounting, Iris Web - Oracle..., LPS/MSP/Blacknight, SharePoint, OCIE, GSE Investor Reporting..., SQL Server Management..., SQL, Asset Transfer System, V-Lookups/H-Lookups, MS Excel Pivot Tables
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S., Accounting & Finance
Bank of America February 2014 - Present
Bank of America May 2010 - December 2013
Bank of America Merrill Lynch February 2000 - May 2010
Banc of America Securities 2000 - 2010
Pic 'N Pay Shoes April 1999 - February 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BSBA, Marketing and Management
Bank of America March 2006 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1997
BS, Business Administration & Economics
Bank of America 2006 - Present
PSS 2004 - 2006
Northrop Grumman 1996 - 2000
Education
University of North Carolina at Charlotte - Belk College of Business 1974 — 1979
Bachelor of Arts, Business Administration
Bank of America May 2013 - Present
Merrill Lynch October 2011 - May 2013
Bank of America Merrill Lynch February 1992 - November 2011
Merrill Edge June 2010 - October 2011
Bank of America December 2009 - December 2010
Skills
Series 7, Series 63, Wealth Management, Loans, Retail Banking, Mortgage Lending, Credit, Banking, Investments, Financial Services, Relationship Management, Asset Managment, Series 24
Education
University of North Carolina at Charlotte - Belk College of Business 1985 — 1991
Business Administration, Marketing and Finance
Bank of America June 2012 - Present
Education
University of North Carolina at Charlotte - Belk College of Business 2007 — 2011
B.S., Accounting and Finance
Bank of America February 2014 - Present
Bank of America May 2009 - Present
Bank of America October 2008 - May 2009
Bank of America September 2006 - October 2008
Skills
Six Sigma, Change Management, Process Improvement, Testing, Basel II, Project Management, Project Planning, Contractors, Budgets, Time Management, Timeline Development, Market Risk
Education
University of North Carolina at Charlotte - Belk College of Business 2005 — 2006
M.S., Economics
University of North Carolina at Charlotte - Belk College of Business 2001 — 2005
B.S, Economics