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
Employee
Years
Job
Industry
Judy Hutchison Judy Hutchison's Bank of America Experience March 1999 - October 2000
Job MBA Recruiter for Willamette University
Industry Higher Education
Experience
Willamette University MBA November 2013 - Present
First Republic Bank November 2011 - July 2013
Capital Pacific Bank May 2004 - October 2011
US Bank April 2003 - May 2004
Northwestern Mutual Financial Network October 2000 - April 2003
Bank of America March 1999 - October 2000
NationsBank September 1994 - March 1999
State Farm June 1992 - August 1992
Portland Trail Blazers May 1992 - July 1992
Skills
Relationship Management, Strategic Planning, Brand Management, Public Speaking, Leadership, Banking, Marketing, Credit, Portfolio Management, Non-profits, CRM, Loans, Business Development, Program Management, Recruiting, Commercial Banking, Business Strategy, Fundraising, Sales, Marketing Strategy, Financial Analysis, New Business Development, Wealth Management, Budgets, Management, Analytics, Market Research, Nonprofits, Project Management, Business Planning, Finance, Event Planning, Strategy, Commercial Lending, Team Building, Strategic Partnerships, Training, Executive Management, Start-ups, Financial Services, Small Business, Management Consulting, Investments, Treasury Management, Competitive Analysis, Entrepreneurship, Product Management, Business, Product Marketing, Mergers & Acquisitions
Education
Willamette University - Atkinson Graduate School of Management 2006 — 2008
MBA, Honors, Business
University of Pennsylvania - The Wharton School 1990 — 1994
BS Economics, Marketing
The Catlin Gabel School 1977 — 1990
Diploma, K-12
Willamette University MBA November 2013 - Present
First Republic Bank November 2011 - July 2013
Capital Pacific Bank May 2004 - October 2011
US Bank April 2003 - May 2004
Northwestern Mutual Financial Network October 2000 - April 2003
Bank of America March 1999 - October 2000
NationsBank September 1994 - March 1999
State Farm June 1992 - August 1992
Portland Trail Blazers May 1992 - July 1992
Skills
Relationship Management, Strategic Planning, Brand Management, Public Speaking, Leadership, Banking, Marketing, Credit, Portfolio Management, Non-profits, CRM, Loans, Business Development, Program Management, Recruiting, Commercial Banking, Business Strategy, Fundraising, Sales, Marketing Strategy, Financial Analysis, New Business Development, Wealth Management, Budgets, Management, Analytics, Market Research, Nonprofits, Project Management, Business Planning, Finance, Event Planning, Strategy, Commercial Lending, Team Building, Strategic Partnerships, Training, Executive Management, Start-ups, Financial Services, Small Business, Management Consulting, Investments, Treasury Management, Competitive Analysis, Entrepreneurship, Product Management, Business, Product Marketing, Mergers & Acquisitions
Education
Willamette University - Atkinson Graduate School of Management 2006 — 2008
MBA, Honors, Business
University of Pennsylvania - The Wharton School 1990 — 1994
BS Economics, Marketing
The Catlin Gabel School 1977 — 1990
Diploma, K-12
Marco Remedios's Bank of America Experience April 1985 - November 2001
Job Deputy Regional Managing Director
Industry Banking
Experience
First Republic Bank November 2001 - Present
Bank of America April 1985 - November 2001
Skills
Loans, Portfolio Management, Private Banking, Team Management, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Investments, Management, Relationship Management, Risk Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Executive Development Program
First Republic Bank November 2001 - Present
Bank of America April 1985 - November 2001
Skills
Loans, Portfolio Management, Private Banking, Team Management, Mortgage Lending, Banking, Commercial Lending, Credit, Finance, Investments, Management, Relationship Management, Risk Management, Strategic Planning
Education
University of Pennsylvania - The Wharton School
Executive Development Program
Teresa Pastore's Bank of America Experience 2009 - 2014
Job Global Wealth Private Banker, VP, CWS ® at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2014 - Present
Bank of America 2009 - 2014
Bank of America 2004 - 2009
Bank of America 1999 - 2004
Wells Fargo November 1983 - August 1999
Skills
Banking, Wealth Management, Credit, Series 7, Mortgage Lending, Portfolio Management, Investments, Loans, Retirement Planning, Series 63, Insurance, Private Banking, Financial Planning, Customer Service, Estate Planning, Investment Advisory, Strategic Financial..., Sales Management, Credit Cards, Fixed Annuities, Life Insurance, Mortgage, Compliance, Customer Relations, Problem Solving, Coaching, Retail, New Business Development, English, Financial Advisory, Series 24, CWS ® (Certified Wealth...
Education
Bergen College
Business, Banking and Credit
Cannon Financial Institute
CWS ® (Certified Wealth Strategist)
University of Pennsylvania - The Wharton School
Graduate of Client Relationship Program
BBVA Compass September 2014 - Present
Bank of America 2009 - 2014
Bank of America 2004 - 2009
Bank of America 1999 - 2004
Wells Fargo November 1983 - August 1999
Skills
Banking, Wealth Management, Credit, Series 7, Mortgage Lending, Portfolio Management, Investments, Loans, Retirement Planning, Series 63, Insurance, Private Banking, Financial Planning, Customer Service, Estate Planning, Investment Advisory, Strategic Financial..., Sales Management, Credit Cards, Fixed Annuities, Life Insurance, Mortgage, Compliance, Customer Relations, Problem Solving, Coaching, Retail, New Business Development, English, Financial Advisory, Series 24, CWS ® (Certified Wealth...
Education
Bergen College
Business, Banking and Credit
Cannon Financial Institute
CWS ® (Certified Wealth Strategist)
University of Pennsylvania - The Wharton School
Graduate of Client Relationship Program
Sanket Subhash Joshi Sanket Subhash Joshi's Bank of America Experience July 2013 - October 2014
Job Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon October 2014 - Present
Bank of America July 2013 - October 2014
Bank of America June 2012 - August 2012
iloveread.in April 2011 - June 2011
Skills
C++, Java, XML, JavaScript, C#, SQL, Ruby on Rails, Distributed Systems, AWS, Hadoop, Android, Python, Programming, Web Services, Testing, HTML
Education
University of Pennsylvania 2011 — 2013
Master of Science (M.Sc.)
Vellore Institute of Technology 2007 — 2011
Bachelor of Technology
Amazon October 2014 - Present
Bank of America July 2013 - October 2014
Bank of America June 2012 - August 2012
iloveread.in April 2011 - June 2011
Skills
C++, Java, XML, JavaScript, C#, SQL, Ruby on Rails, Distributed Systems, AWS, Hadoop, Android, Python, Programming, Web Services, Testing, HTML
Education
University of Pennsylvania 2011 — 2013
Master of Science (M.Sc.)
Vellore Institute of Technology 2007 — 2011
Bachelor of Technology
Damon Phillips's Bank of America Experience March 2014 - Present
Job Banking and Financial Services
Industry Banking
Experience
Bank of America March 2014 - Present
Southwest Securities August 2007 - 2013
HD Vest Financial Services 2005 - 2007
First Star Securities 2002 - 2005
US Navy December 1993 - December 1999
Skills
Auditing, Financial Services, Securities, AML, Investments, Trading, Public Speaking, Accounting, Investment Advisory, Personal Finance, Budgets, Leadership, Supervision, Financial Accounting, Management, Internal Audit, Securities Regulation, Examination Techniques, Oral & Written..., Organizational..., Certified Regulatory..., Regulatory Compliance, Regulations, Customer Service, Research, Risk Assessment, Risk Measurement, Risk Management, Project Management, Project Planning, Data Analysis, Business Writing, Presentations, Consumer-related Laws..., Surveillance, CEO/CFO Certification, Compliance, Investment Banking, Employee Training, Analysis, Testing, Team Building, Planning & Organizing..., Business Travel, Government, Income Tax, Microsoft Office, Microsoft Excel, Windows, SQL
Education
University of Phoenix
Bachelor of Business Administration (BSBA), Business, Finance and Accounting
University of Pennsylvania - The Wharton School 2011 — 2012
CRCP Designation, Securities Law and Regulatory Compliance
Bank of America March 2014 - Present
Southwest Securities August 2007 - 2013
HD Vest Financial Services 2005 - 2007
First Star Securities 2002 - 2005
US Navy December 1993 - December 1999
Skills
Auditing, Financial Services, Securities, AML, Investments, Trading, Public Speaking, Accounting, Investment Advisory, Personal Finance, Budgets, Leadership, Supervision, Financial Accounting, Management, Internal Audit, Securities Regulation, Examination Techniques, Oral & Written..., Organizational..., Certified Regulatory..., Regulatory Compliance, Regulations, Customer Service, Research, Risk Assessment, Risk Measurement, Risk Management, Project Management, Project Planning, Data Analysis, Business Writing, Presentations, Consumer-related Laws..., Surveillance, CEO/CFO Certification, Compliance, Investment Banking, Employee Training, Analysis, Testing, Team Building, Planning & Organizing..., Business Travel, Government, Income Tax, Microsoft Office, Microsoft Excel, Windows, SQL
Education
University of Phoenix
Bachelor of Business Administration (BSBA), Business, Finance and Accounting
University of Pennsylvania - The Wharton School 2011 — 2012
CRCP Designation, Securities Law and Regulatory Compliance
Cliff Ingram Cliff Ingram's Bank of America Experience May 2002 - March 2007
Job Region Manager Vice President Financial Planning
Industry Financial Services
Experience
U.S. Bank August 2010 - February 2015
Bank of America May 2002 - March 2007
Morgan Stanley February 1991 - April 2002
Skills
Sales Management, Sales Rep Training, Sales, PnL Management, Recruiting, Employee Relations, Finance, National Sales Training
Education
University of Pennsylvania - The Wharton School 1996 — 2001
Advanced Senior Branch Manager & Advanced Branch Manager
U.S. Bank August 2010 - February 2015
Bank of America May 2002 - March 2007
Morgan Stanley February 1991 - April 2002
Skills
Sales Management, Sales Rep Training, Sales, PnL Management, Recruiting, Employee Relations, Finance, National Sales Training
Education
University of Pennsylvania - The Wharton School 1996 — 2001
Advanced Senior Branch Manager & Advanced Branch Manager
Meredith Ansell Meredith Ansell's Bank of America Experience January 2002 - January 2009
Job Founder and Managing Director of MJC Investments
Industry Financial Services
Experience
MJC Investments January 2009 - Present
Bank of America January 2002 - January 2009
Naugles June 1995 - December 2001
Skills
Financial Consulting, Private Equity, Writing, Investments, Finance, Management, Insurance, Alternative Investments, Investment Banking, Portfolio Management, Wealth Management, Equities, Capital Markets, Venture Capital, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Economics, Finance, 3.85
MJC Investments January 2009 - Present
Bank of America January 2002 - January 2009
Naugles June 1995 - December 2001
Skills
Financial Consulting, Private Equity, Writing, Investments, Finance, Management, Insurance, Alternative Investments, Investment Banking, Portfolio Management, Wealth Management, Equities, Capital Markets, Venture Capital, Valuation
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Economics, Finance, 3.85
Nelson Fernandez's Bank of America Experience February 2015 - Present
Job Structured Finance Associate at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America July 2013 - February 2015
Bank of America July 2012 - June 2013
Bank of America June 2011 - June 2012
Skills
Data Analysis, Financial Analysis, PowerPoint, Time Management, Accounting, Financial Modeling, Microsoft Excel, Banking, Auditing, Analysis, Financial Accounting, Finance, Credit, Portfolio Management
Education
Wake Forest University 2010 — 2011
Master of Arts, Management
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Cognitive Science
Bank of America February 2015 - Present
Bank of America July 2013 - February 2015
Bank of America July 2012 - June 2013
Bank of America June 2011 - June 2012
Skills
Data Analysis, Financial Analysis, PowerPoint, Time Management, Accounting, Financial Modeling, Microsoft Excel, Banking, Auditing, Analysis, Financial Accounting, Finance, Credit, Portfolio Management
Education
Wake Forest University 2010 — 2011
Master of Arts, Management
University of Pennsylvania 2006 — 2010
Bachelor of Arts, Cognitive Science
Angela Rainey Angela Rainey's Bank of America Experience May 2005 - July 2012
Job Vice President, Institutional Banking at The Bancorp
Industry Financial Services
Experience
The Bancorp Bank July 2012 - Present
Bank of America May 2005 - July 2012
Bank of America March 2002 - May 2005
Skills
Sales Management, Coaching, Team Leadership, Risk Management, Sales, Strategic Planning, Customer Service, Leadership Development, Retail Banking, Banking, Marketing, Management, New Business Development, Wealth Management, Private Banking, Marketing Strategy, Product Development, Product Management, Relationship Management, Retirement Planning
Education
Wharton School, University of Pennsylvania
The Bancorp Bank July 2012 - Present
Bank of America May 2005 - July 2012
Bank of America March 2002 - May 2005
Skills
Sales Management, Coaching, Team Leadership, Risk Management, Sales, Strategic Planning, Customer Service, Leadership Development, Retail Banking, Banking, Marketing, Management, New Business Development, Wealth Management, Private Banking, Marketing Strategy, Product Development, Product Management, Relationship Management, Retirement Planning
Education
Wharton School, University of Pennsylvania
Bernard Javelly, CFP® Bernard Javelly, CFP®'s Bank of America Experience August 1978 - July 1980
Job Vice President at EFG Capital International Corp.
Industry Financial Services
Experience
EFG Capital International Corp. November 2008 - Present
Global Investor Services January 2000 - July 2008
Merrill Lynch 1980 - 1999
Bank of America August 1978 - July 1980
Skills
Alternative Investments, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Series 7, Wealth Management, Asset Management, Asset Allocation, Structured Products, Securities, Emerging Markets, Series 63, Bloomberg, Mutual Funds
Education
Wharton Business School 1976 — 1978
MBA / MSE, Finance / Systems Engineering
Instituto Tecnologico de Monterrey 1971 — 1976
BS Mechanical Engineering and Business Administration
EFG Capital International Corp. November 2008 - Present
Global Investor Services January 2000 - July 2008
Merrill Lynch 1980 - 1999
Bank of America August 1978 - July 1980
Skills
Alternative Investments, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Series 7, Wealth Management, Asset Management, Asset Allocation, Structured Products, Securities, Emerging Markets, Series 63, Bloomberg, Mutual Funds
Education
Wharton Business School 1976 — 1978
MBA / MSE, Finance / Systems Engineering
Instituto Tecnologico de Monterrey 1971 — 1976
BS Mechanical Engineering and Business Administration
Mason Mednick Mason Mednick's Bank of America Experience September 2000 - September 2001
Job Executive Vice President at Milestone Hospitality Management
Industry Hospitality
Experience
Milestone Hospitality Management January 2002 - Present
Bank of America September 2000 - September 2001
Skills
Alternative Investments, Angel Investing, Board of Directors, Brokerage, Commercial Real Estate, Construction Management, Contract Negotiation, Corporate Development, Due Diligence, Economics, Financial Accounting, Financial Modeling, Food & Beverage, Front Office, Hedge Funds, Hospitality, Hospitality Industry, Hospitality Management, Hotel Management, Hotels, Insurance, Leadership, Loans, Mergers & Acquisitions, Portfolio Management, Pre-opening, Real Estate Development, Resorts, Restaurants, Revenue Analysis, Rooms Division, Sales Management, Valuation, Yield Management
Education
Wharton School of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Yale University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Milestone Hospitality Management January 2002 - Present
Bank of America September 2000 - September 2001
Skills
Alternative Investments, Angel Investing, Board of Directors, Brokerage, Commercial Real Estate, Construction Management, Contract Negotiation, Corporate Development, Due Diligence, Economics, Financial Accounting, Financial Modeling, Food & Beverage, Front Office, Hedge Funds, Hospitality, Hospitality Industry, Hospitality Management, Hotel Management, Hotels, Insurance, Leadership, Loans, Mergers & Acquisitions, Portfolio Management, Pre-opening, Real Estate Development, Resorts, Restaurants, Revenue Analysis, Rooms Division, Sales Management, Valuation, Yield Management
Education
Wharton School of Business 2007 — 2009
Master of Business Administration (M.B.A.)
Yale University 1995 — 2000
Bachelor of Arts (B.A.), Economics
Sebastian Dassouli Sebastian Dassouli's Bank of America Experience 2007 - 2007
Job Associate at Sikich Investment Banking
Industry Capital Markets
Experience
Sikich Investment Banking 2015 - Present
Sikich Investment Banking 2013 - 2014
Cutler Group, LP 2010 - 2013
Group One Trading, LP 2007 - 2010
Bank of America 2007 - 2007
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics; History; Finance
Sikich Investment Banking 2015 - Present
Sikich Investment Banking 2013 - 2014
Cutler Group, LP 2010 - 2013
Group One Trading, LP 2007 - 2010
Bank of America 2007 - 2007
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Economics; History; Finance
Juan Sanabria Juan Sanabria's Bank of America Experience May 2013 - Present
Job US REIT Equity Research Analyst
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Merrill Lynch November 2006 - July 2010
Zimmer Lucas Partners January 2005 - July 2006
Goldman Sachs October 2000 - January 2005
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelors of Science, Finance
Pine Crest School
Bank of America May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Merrill Lynch November 2006 - July 2010
Zimmer Lucas Partners January 2005 - July 2006
Goldman Sachs October 2000 - January 2005
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelors of Science, Finance
Pine Crest School
Chris Jauregui Chris Jauregui's Bank of America Experience July 2008 - April 2009
Job Senior Associate at Plenary Group
Industry Construction
Experience
Plenary Group September 2013 - Present
InfraRed Capital Partners January 2011 - August 2013
BMO Capital Markets September 2009 - January 2011
Bank of America July 2008 - April 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Commerce (BCom), Economics
Plenary Group September 2013 - Present
InfraRed Capital Partners January 2011 - August 2013
BMO Capital Markets September 2009 - January 2011
Bank of America July 2008 - April 2009
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Commerce (BCom), Economics
Felix Frey Felix Frey's Bank of America Experience March 1997 - April 2005
Job Head Options Trader, Scoggin Capital Management
Industry Financial Services
Experience
Scoggin Capital Management January 2007 - Present
Bank of America March 1997 - April 2005
Swiss Bank O'Connor July 1995 - March 1997
Skills
Options Educator, Options Trader, Options Salesperson, Options, Trading, Risk Management, Derivatives, Equity Derivatives, Hedge Funds, Options Strategies, Bloomberg, Fixed Income, Equities, Volatility, Capital Markets, Electronic Trading, Trading Systems, Financial Markets, Investments
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance
Scoggin Capital Management January 2007 - Present
Bank of America March 1997 - April 2005
Swiss Bank O'Connor July 1995 - March 1997
Skills
Options Educator, Options Trader, Options Salesperson, Options, Trading, Risk Management, Derivatives, Equity Derivatives, Hedge Funds, Options Strategies, Bloomberg, Fixed Income, Equities, Volatility, Capital Markets, Electronic Trading, Trading Systems, Financial Markets, Investments
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance
Rose Nettles Rose Nettles's Bank of America Experience March 2008 - April 2010
Job CEO at Nettles Consulting
Industry Financial Services
Experience
Nettles Consulting April 2010 - Present
Bank of America March 2008 - April 2010
Medtronic August 2005 - March 2008
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Managerial Finance, Financial Risk, Business Strategy
Education
University of Pennsylvania 2001 — 2005
Master's degree, Business/Managerial Economics
York College of Pennsylvania 1999 — 2001
Bachelor's degree, Accounting and Business/Management
Nettles Consulting April 2010 - Present
Bank of America March 2008 - April 2010
Medtronic August 2005 - March 2008
Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Managerial Finance, Financial Risk, Business Strategy
Education
University of Pennsylvania 2001 — 2005
Master's degree, Business/Managerial Economics
York College of Pennsylvania 1999 — 2001
Bachelor's degree, Accounting and Business/Management
Sarah Rogers's Bank of America Experience September 2005 - June 2006
Job SVP at Inxent, Inc.
Industry Financial Services
Experience
Inxent, Inc. September 2013 - Present
Vantiv, LLC March 2010 - September 2013
Bank of America (Merchant Services) January 2009 - March 2010
Bank of America (Merchant Services) October 2008 - January 2009
Bank of America (Merchant Services) March 2007 - September 2008
Bank of America (Global Card Services) June 2006 - March 2007
Bank of America September 2005 - June 2006
MBNA America June 2004 - August 2004
Skills
Risk Management, Financial Risk, Enterprise Risk..., Operational Risk..., Risk Assessment, Process Improvement, Operational Risk, Governance, Management, Banking, AML, Leadership, Fraud, Internal Audit, Payments, Insurance, Due Diligence, Financial Services, Operations Management, Internal Controls, Key Metrics, Auditing, Policy, Compliance Testing, Collaborative Problem..., Compliance, Brokers, Anti Money Laundering, Broker Relations, Risk & Control Self..., Compliance Management, Key Risk Indicator..., Business Continuity..., Third Party Risk..., Policy & Procedure..., Business Development, Relationship Management, Client Relations, Program Implementation, Strategy, Sales
Education
New York University - Leonard N. Stern School of Business 2012 — 2013
Master of Science in Risk Management
University of Pennsylvania - The Wharton School 2001 — 2005
B.S. Economics, (Marketing, Management, French)
Inxent, Inc. September 2013 - Present
Vantiv, LLC March 2010 - September 2013
Bank of America (Merchant Services) January 2009 - March 2010
Bank of America (Merchant Services) October 2008 - January 2009
Bank of America (Merchant Services) March 2007 - September 2008
Bank of America (Global Card Services) June 2006 - March 2007
Bank of America September 2005 - June 2006
MBNA America June 2004 - August 2004
Skills
Risk Management, Financial Risk, Enterprise Risk..., Operational Risk..., Risk Assessment, Process Improvement, Operational Risk, Governance, Management, Banking, AML, Leadership, Fraud, Internal Audit, Payments, Insurance, Due Diligence, Financial Services, Operations Management, Internal Controls, Key Metrics, Auditing, Policy, Compliance Testing, Collaborative Problem..., Compliance, Brokers, Anti Money Laundering, Broker Relations, Risk & Control Self..., Compliance Management, Key Risk Indicator..., Business Continuity..., Third Party Risk..., Policy & Procedure..., Business Development, Relationship Management, Client Relations, Program Implementation, Strategy, Sales
Education
New York University - Leonard N. Stern School of Business 2012 — 2013
Master of Science in Risk Management
University of Pennsylvania - The Wharton School 2001 — 2005
B.S. Economics, (Marketing, Management, French)
Jessica Ehlers Jessica Ehlers's Bank of America Experience June 2015 - Present
Job Finance Management Associate Program at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Real Property Capital, Inc. May 2013 - May 2015
Bank of America June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Finance; Legal Studies
Bank of America June 2015 - Present
Real Property Capital, Inc. May 2013 - May 2015
Bank of America June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Finance; Legal Studies
Peter Ly Peter Ly's Bank of America Experience June 2012 - August 2012
Job Consultant at Censeo Consulting Group
Industry Management Consulting
Experience
Censeo Consulting Group August 2013 - Present
Bank of America June 2012 - August 2012
Time Inc. June 2011 - August 2011
Retail Growth Management Systems, Inc. June 2010 - August 2010
Care.com June 2009 - August 2009
Skills
Business Analysis, Data Analysis, Statistical Data..., Management Consulting, Business Strategy, Market Research, Survey Research, Microsoft Excel, Business Process..., Data Modeling, Financial Analysis, Financial Modeling, Consulting, PowerPoint, JMP, Analytics
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics, Cum Laude
Phillips Academy Andover 2005 — 2009
High School
Censeo Consulting Group August 2013 - Present
Bank of America June 2012 - August 2012
Time Inc. June 2011 - August 2011
Retail Growth Management Systems, Inc. June 2010 - August 2010
Care.com June 2009 - August 2009
Skills
Business Analysis, Data Analysis, Statistical Data..., Management Consulting, Business Strategy, Market Research, Survey Research, Microsoft Excel, Business Process..., Data Modeling, Financial Analysis, Financial Modeling, Consulting, PowerPoint, JMP, Analytics
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Economics, Cum Laude
Phillips Academy Andover 2005 — 2009
High School
Michelle Cheung Michelle Cheung's Bank of America Experience July 2015 - Present
Job Investment Banking Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Light Beam Capital June 2013 - August 2013
Student Federal Credit Union September 2012 - May 2013
Merrill Lynch May 2012 - August 2012
The Wharton School September 2011 - May 2012
UCSF July 2009 - August 2011
Asian Art Museum June 2008 - August 2011
The Salvation Army June 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Excel, Mandarin, Cantonese, JMP, Customer Service, Internet Research, Survey Monkey, Salesforce.com, Morningstar, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor’s Degree, Finance, Operations and Information Management
Lowell High School 2007 — 2011
High School Diploma
Bank of America July 2015 - Present
Bank of America June 2014 - August 2014
Light Beam Capital June 2013 - August 2013
Student Federal Credit Union September 2012 - May 2013
Merrill Lynch May 2012 - August 2012
The Wharton School September 2011 - May 2012
UCSF July 2009 - August 2011
Asian Art Museum June 2008 - August 2011
The Salvation Army June 2009 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Excel, Mandarin, Cantonese, JMP, Customer Service, Internet Research, Survey Monkey, Salesforce.com, Morningstar, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor’s Degree, Finance, Operations and Information Management
Lowell High School 2007 — 2011
High School Diploma
Gabriel Oriente's Bank of America Experience June 2012 - August 2012
Job Analyst at Evercore
Industry Banking
Experience
Evercore July 2013 - Present
Bank of America June 2012 - August 2012
Chairmont Capital August 2011 - October 2011
HSAX & CO., LLC. May 2011 - June 2011
Utah State Technology And Research May 2010 - August 2010
Big Time Jazz September 2006 - April 2009
The Grand America Hotel June 2008 - July 2008
Merrill Lynch Financial Advisor June 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Research, Market Research, Editing
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Management
Evercore July 2013 - Present
Bank of America June 2012 - August 2012
Chairmont Capital August 2011 - October 2011
HSAX & CO., LLC. May 2011 - June 2011
Utah State Technology And Research May 2010 - August 2010
Big Time Jazz September 2006 - April 2009
The Grand America Hotel June 2008 - July 2008
Merrill Lynch Financial Advisor June 2008 - July 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Research, Market Research, Editing
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science in Economics, Finance, Management
Ann E. Fries Ann E. Fries's Bank of America Experience 1996 - 2007
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Key Equipment Finance September 2011 - November 2012
Bank of America 1996 - 2007
AEF Enterprises 1993 - 1996
Cauff Lippman Aviation 1989 - 1993
CIS Corporation 1987 - 1989
Hunter Keith Marshall and Company 1986 - 1986
CIS Corporation 1985 - 1985
BRAE Corporation 1984 - 1985
GATX Corporation 1983 - 1984
GATX Corporation 1981 - 1983
Skills
Business Development, Finance, CRM, Leadership, New Business Development, Marketing, Financial Services, Syndications, Risk Management, Financial Analysis, Structured Finance, Investment Banking, Executive Management, Management, Mergers, Investments, Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MBA, Finance and Accounting
Vanderbilt University 1969 — 1973
BA, History and English
Key Equipment Finance September 2011 - November 2012
Bank of America 1996 - 2007
AEF Enterprises 1993 - 1996
Cauff Lippman Aviation 1989 - 1993
CIS Corporation 1987 - 1989
Hunter Keith Marshall and Company 1986 - 1986
CIS Corporation 1985 - 1985
BRAE Corporation 1984 - 1985
GATX Corporation 1983 - 1984
GATX Corporation 1981 - 1983
Skills
Business Development, Finance, CRM, Leadership, New Business Development, Marketing, Financial Services, Syndications, Risk Management, Financial Analysis, Structured Finance, Investment Banking, Executive Management, Management, Mergers, Investments, Strategy
Education
University of Pennsylvania - The Wharton School 1978 — 1979
MBA, Finance and Accounting
Vanderbilt University 1969 — 1973
BA, History and English
Jessica Jacobi Jessica Jacobi's Bank of America Experience September 2007 - December 2007
Job Senior Marketing Manager at Aspen Skiing Company
Industry Marketing and Advertising
Experience
Aspen Skiing Company March 2012 - Present
Monigle Associates May 2010 - March 2012
Causey Demgen & Moore August 2009 - May 2010
Clif Bar & Company September 2008 - April 2009
Honest Tea May 2008 - August 2008
Bank of America September 2007 - December 2007
University of Pennsylvania Business Services Division July 2007 - September 2007
Skills
Marketing Strategy, Social Media, Marketing, Marketing Communications, Market Research, Strategic Planning, Strategy, Leadership, Management, CRM, Snacks, Airport Management, Relationship Building, Email Marketing
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Economics, Marketing
Rocky Mountain High School 2003 — 2005
Aspen Skiing Company March 2012 - Present
Monigle Associates May 2010 - March 2012
Causey Demgen & Moore August 2009 - May 2010
Clif Bar & Company September 2008 - April 2009
Honest Tea May 2008 - August 2008
Bank of America September 2007 - December 2007
University of Pennsylvania Business Services Division July 2007 - September 2007
Skills
Marketing Strategy, Social Media, Marketing, Marketing Communications, Market Research, Strategic Planning, Strategy, Leadership, Management, CRM, Snacks, Airport Management, Relationship Building, Email Marketing
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Economics, Marketing
Rocky Mountain High School 2003 — 2005
Rich Luzzi Rich Luzzi's Bank of America Experience 1992 - 1998
Job Principal, Head of Global Technology Operations & Infrastructure at Vanguard
Industry Investment Management
Experience
Vanguard April 1998 - Present
Bank of America 1992 - 1998
Andersen Consulting 1988 - 1992
Price Waterhouse June 1986 - 1988
Skills
Series 7, Operations Management, Retirement Planning, IT Management, Financial Services, Series 24, ETFs, Outsourcing, Six Sigma, Investment Management, Series 63, Investment Strategies, Process Improvement, Investments, Wealth Management, Retirement, Trading Systems, FileNet, Talent Management, Risk Management, Portfolio Management, Mutual Funds, Business Process..., Strategy, IT Strategy, Business Transformation, Diversity Strategy, Retirement Plans, Retail Brokerage, 401k, Defined Contribution
Education
University of Pennsylvania - The Wharton School
Advanced Management Program
University of Rhode Island
Bachelor of Science, Management Information Systems, Production & Operations Mgmt
East Lyme High School
Vanguard April 1998 - Present
Bank of America 1992 - 1998
Andersen Consulting 1988 - 1992
Price Waterhouse June 1986 - 1988
Skills
Series 7, Operations Management, Retirement Planning, IT Management, Financial Services, Series 24, ETFs, Outsourcing, Six Sigma, Investment Management, Series 63, Investment Strategies, Process Improvement, Investments, Wealth Management, Retirement, Trading Systems, FileNet, Talent Management, Risk Management, Portfolio Management, Mutual Funds, Business Process..., Strategy, IT Strategy, Business Transformation, Diversity Strategy, Retirement Plans, Retail Brokerage, 401k, Defined Contribution
Education
University of Pennsylvania - The Wharton School
Advanced Management Program
University of Rhode Island
Bachelor of Science, Management Information Systems, Production & Operations Mgmt
East Lyme High School
Seamus Powers Seamus Powers's Bank of America Experience June 2014 - August 2014
Job Student at The Wharton School
Industry Financial Services
Experience
Student Federal Credit Union at the University of Pennsylvania January 2015 - Present
P. Schoenfeld Asset Management (PSAM) June 2015 - August 2015
Student Federal Credit Union at the University of Pennsylvania May 2014 - December 2014
Bank of America June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Intended Bachelor of Economics, Finance, General
Falmouth High School 2009 — 2013
Student Federal Credit Union at the University of Pennsylvania January 2015 - Present
P. Schoenfeld Asset Management (PSAM) June 2015 - August 2015
Student Federal Credit Union at the University of Pennsylvania May 2014 - December 2014
Bank of America June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Intended Bachelor of Economics, Finance, General
Falmouth High School 2009 — 2013
Melinda Woodell Melinda Woodell's Bank of America Experience June 1994 - April 2001
Job Senior Vice President/Wealth Advisor at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank October 2011 - Present
Bank of America/Merrill Lynch April 2011 - October 2011
US Trust-Bank of America Private Wealth Management April 2001 - April 2011
Bank of America June 1994 - April 2001
Bank of America September 1991 - June 1994
Skills
Banking, Strategy, Loans, Credit, Asset Management, Estate Planning, Financial Advisory, Management, Private Banking, Insurance, Wealth, Commercial Lending, Wealth Management, Portfolio Management, Investment Management, High Net Worth...
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Master of Business Administration (MBA), Executive MBA Program for US Trust, completed 1st year of 2 year program
NASD Series 7 and 66 2001 — 2001
University of Phoenix 1996 — 1999
BSBM, Business Management
California Life Insurance 1996 — 1996
Wells Fargo Private Bank October 2011 - Present
Bank of America/Merrill Lynch April 2011 - October 2011
US Trust-Bank of America Private Wealth Management April 2001 - April 2011
Bank of America June 1994 - April 2001
Bank of America September 1991 - June 1994
Skills
Banking, Strategy, Loans, Credit, Asset Management, Estate Planning, Financial Advisory, Management, Private Banking, Insurance, Wealth, Commercial Lending, Wealth Management, Portfolio Management, Investment Management, High Net Worth...
Education
University of Pennsylvania - The Wharton School 2009 — 2010
Master of Business Administration (MBA), Executive MBA Program for US Trust, completed 1st year of 2 year program
NASD Series 7 and 66 2001 — 2001
University of Phoenix 1996 — 1999
BSBM, Business Management
California Life Insurance 1996 — 1996
David W. Neil, CFA David W. Neil, CFA's Bank of America Experience 1996 - October 2009
Job Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - July 2014
Webster Bank 2009 - 2012
Bank of America 1996 - October 2009
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Loan Origination, Portfolio Management, Credit Risk, Treasury Management, Asset Based Lending, Relationship Management, Financial Analysis, Cash Flow Lending, AML, Construction Loans, Trade Finance, Cross Selling, Underwriting, Cash Management, Financial Modeling, Commercial Mortgages, Financial Services, Finance, Risk Management, Leadership, Sales, Management
Education
CFA Institute 2008 — 2010
Chartered Financial Analyst Designation, Finance
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Wells Fargo 2013 - July 2014
Webster Bank 2009 - 2012
Bank of America 1996 - October 2009
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Banking, Credit Analysis, Credit, Lines Of Credit, Loan Origination, Portfolio Management, Credit Risk, Treasury Management, Asset Based Lending, Relationship Management, Financial Analysis, Cash Flow Lending, AML, Construction Loans, Trade Finance, Cross Selling, Underwriting, Cash Management, Financial Modeling, Commercial Mortgages, Financial Services, Finance, Risk Management, Leadership, Sales, Management
Education
CFA Institute 2008 — 2010
Chartered Financial Analyst Designation, Finance
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (B.S.), Finance and Marketing
Mark Vudrag Mark Vudrag's Bank of America Experience June 2014 - Present
Job Global Head of Capacity Planning and Provisioning at Bank of America
Industry Banking
Experience
Bank of America June 2014 - Present
Bank of America May 2010 - June 2014
Merrill Lynch June 2003 - May 2010
Merrill Lynch May 2000 - June 2003
Merrill Lynch October 1992 - May 2000
Wang Global January 1991 - October 1992
Skills
Data Center, ITIL, Incident Management, Technical Support, Risk Management, Program Management, IT Operations, Virtualization, Enterprise Architecture, IT Strategy, Trading Systems, Disaster Recovery, Desktop Computers, Network Communications, Business Continuity, Service Operations, Vendor Management, Architecture, Infrastructure, Management, Portfolio Management, Project Delivery, Change Management, Global Management
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute
University of Technology Sydney 1986 — 1989
Electrical Engineering
Bank of America June 2014 - Present
Bank of America May 2010 - June 2014
Merrill Lynch June 2003 - May 2010
Merrill Lynch May 2000 - June 2003
Merrill Lynch October 1992 - May 2000
Wang Global January 1991 - October 1992
Skills
Data Center, ITIL, Incident Management, Technical Support, Risk Management, Program Management, IT Operations, Virtualization, Enterprise Architecture, IT Strategy, Trading Systems, Disaster Recovery, Desktop Computers, Network Communications, Business Continuity, Service Operations, Vendor Management, Architecture, Infrastructure, Management, Portfolio Management, Project Delivery, Change Management, Global Management
Education
University of Pennsylvania - The Wharton School 2008 — 2011
Securities Industry Institute
University of Technology Sydney 1986 — 1989
Electrical Engineering
Charlie Mangano Charlie Mangano's Bank of America Experience April 2004 - November 2007
Job Senior Vice President at Santander Bank
Industry Banking
Experience
Santander Bank January 2008 - Present
Bank of America April 2004 - November 2007
Fleet Bank 1995 - 2004
Nat West USA 1984 - 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Portfolio Management, Commercial Banking, Banking, Financial Modeling, Credit Risk, Middle Market, Due Diligence, Commercial Mortgages, Cash Management, Loan Origination, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Accounting
Santander Bank January 2008 - Present
Bank of America April 2004 - November 2007
Fleet Bank 1995 - 2004
Nat West USA 1984 - 1995
Skills
Commercial Lending, Credit Analysis, Credit, Loans, Portfolio Management, Commercial Banking, Banking, Financial Modeling, Credit Risk, Middle Market, Due Diligence, Commercial Mortgages, Cash Management, Loan Origination, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Finance
University of Pennsylvania - The Wharton School 1971 — 1975
BS, Accounting
Steven Blum Steven Blum's Bank of America Experience October 2001 - March 2007
Job Global Product Director at Lightspeed GMI
Industry Management Consulting
Experience
Lightspeed GMI March 2007 - Present
Bank of America October 2001 - March 2007
Arthur D. Little August 2000 - October 2001
Education
University of Pennsylvania - SEAS 1995 — 2000
BAS, Telecommunication Systems
University of Pennsylvania - The Wharton School 1995 — 2000
BSE, Finance
Lightspeed GMI March 2007 - Present
Bank of America October 2001 - March 2007
Arthur D. Little August 2000 - October 2001
Education
University of Pennsylvania - SEAS 1995 — 2000
BAS, Telecommunication Systems
University of Pennsylvania - The Wharton School 1995 — 2000
BSE, Finance
Bill Savino Bill Savino's Bank of America Experience January 2003 - January 2005
Job President Nurse Next Door
Industry Health, Wellness and Fitness
Experience
Nurse Next Door April 2015 - Present
Altibase November 2013 - February 2015
Action Group January 2005 - January 2014
Bank of America January 2003 - January 2005
UBS January 1998 - January 2003
Morgan Stanley July 1980 - January 1998
Skills
Enterprise Solution..., Sales, Sales Management, Sales Operations, Entrepreneurship, Institutional Sales, Executive Management, Executive Coaching, Direct Sales, Sales Presentations, Written & Oral..., Presenter, Channel Sales, Strategic Planning, Customer Service, Management, Team Building, Event Planning, Business Development, Negotiation, Enterprise Software, Leadership, Analysis, Training, Channel Partners, Telecommunications, Budgets, Product Development, CRM, Sales Process, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program,, Finance
College of Wooster 1976 — 1980
Bachelor of Arts (BA), Speech Communication and Political Science
The Peddie School 1971 — 1975
Prep School
Nurse Next Door April 2015 - Present
Altibase November 2013 - February 2015
Action Group January 2005 - January 2014
Bank of America January 2003 - January 2005
UBS January 1998 - January 2003
Morgan Stanley July 1980 - January 1998
Skills
Enterprise Solution..., Sales, Sales Management, Sales Operations, Entrepreneurship, Institutional Sales, Executive Management, Executive Coaching, Direct Sales, Sales Presentations, Written & Oral..., Presenter, Channel Sales, Strategic Planning, Customer Service, Management, Team Building, Event Planning, Business Development, Negotiation, Enterprise Software, Leadership, Analysis, Training, Channel Partners, Telecommunications, Budgets, Product Development, CRM, Sales Process, Competitive Analysis, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Executive Education Program,, Finance
College of Wooster 1976 — 1980
Bachelor of Arts (BA), Speech Communication and Political Science
The Peddie School 1971 — 1975
Prep School
Brian Fusco Brian Fusco's Bank of America Experience May 2005 - July 2005
Job Associate at Good Hill Partners
Industry Financial Services
Experience
Good Hill Partners July 2014 - Present
Geneva Energy Markets January 2012 - December 2013
Geneva Energy Markets January 2009 - December 2011
Macquarie Group July 2006 - October 2008
Bank of America May 2005 - July 2005
Skills
Commodity Trading - Oil..., Excel models, VBA, Automated Trading..., Commodity, Trading, Proprietary Trading, Trading Systems, Market Making, Swaps, Trading System, Exotic Derivatives, Options, Electronic Trading, Equity Derivatives, Quantitative Finance, Trading Strategies, Technical Analysis, Hedging
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Quantitative Finance, Financial Instruments
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance and Accounting
Good Hill Partners July 2014 - Present
Geneva Energy Markets January 2012 - December 2013
Geneva Energy Markets January 2009 - December 2011
Macquarie Group July 2006 - October 2008
Bank of America May 2005 - July 2005
Skills
Commodity Trading - Oil..., Excel models, VBA, Automated Trading..., Commodity, Trading, Proprietary Trading, Trading Systems, Market Making, Swaps, Trading System, Exotic Derivatives, Options, Electronic Trading, Equity Derivatives, Quantitative Finance, Trading Strategies, Technical Analysis, Hedging
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Master of Business Administration (MBA), Quantitative Finance, Financial Instruments
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance and Accounting
Carl Williams, CPCP Carl Williams, CPCP's Bank of America Experience 1995 - 1999
Job Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2010 - Present
JPMorgan Chase August 2008 - August 2010
Visa September 1999 - August 2008
Bank of America 1995 - 1999
Skills
Credit Cards, Portfolio Management, Payments, Program Management, Customer Relations, Sales Management, Supervisory Experience, Customer Service, CRM, Relationship Management, Banking, Payment Systems, Leadership, Financial Services, Management, Team Management, Electronic Payments, Treasury Management, Debit Cards, Payment Card Processing, Cards, E-payments, Executive Management, Merchant Services
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate, Leading and Managing People
University of Virginia
B.A., Foreign Affairs
Wells Fargo December 2010 - Present
JPMorgan Chase August 2008 - August 2010
Visa September 1999 - August 2008
Bank of America 1995 - 1999
Skills
Credit Cards, Portfolio Management, Payments, Program Management, Customer Relations, Sales Management, Supervisory Experience, Customer Service, CRM, Relationship Management, Banking, Payment Systems, Leadership, Financial Services, Management, Team Management, Electronic Payments, Treasury Management, Debit Cards, Payment Card Processing, Cards, E-payments, Executive Management, Merchant Services
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate, Leading and Managing People
University of Virginia
B.A., Foreign Affairs
Joshua A. Boren's Bank of America Experience May 2006 - September 2006
Job Global business development and strategic analysis across sports, entertainment, real estate
Industry Entertainment
Experience
MEIS October 2008 - Present
The JABusiness Group October 2013 - Present
Woods Bagot July 2012 - July 2014
Populous September 2010 - March 2012
Aedas October 2008 - September 2010
RCLCO August 2007 - October 2008
Bank of America May 2006 - September 2006
Skills
Sports, Entertainment, Sustainability, Real Estate, Architecture, Football, Sports Marketing, Sponsorship, Marketing Communications, Strategic Partnerships, Brand Development, Marketing, Business Development, Entrepreneurship, New Business Development, Market Research, Management, Sales, Architectures, Facilities Development, Creative Direction, Training, Social Media Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
BSE, Business (Real Estate & Entrepreneurship), Cum Laude
MEIS October 2008 - Present
The JABusiness Group October 2013 - Present
Woods Bagot July 2012 - July 2014
Populous September 2010 - March 2012
Aedas October 2008 - September 2010
RCLCO August 2007 - October 2008
Bank of America May 2006 - September 2006
Skills
Sports, Entertainment, Sustainability, Real Estate, Architecture, Football, Sports Marketing, Sponsorship, Marketing Communications, Strategic Partnerships, Brand Development, Marketing, Business Development, Entrepreneurship, New Business Development, Market Research, Management, Sales, Architectures, Facilities Development, Creative Direction, Training, Social Media Marketing, Marketing Strategy
Education
University of Pennsylvania - The Wharton School
BSE, Business (Real Estate & Entrepreneurship), Cum Laude
Steve Friedman Steve Friedman's Bank of America Experience June 2008 - August 2008
Job Analyst at Darsana Capital Partners
Industry Financial Services
Experience
Darsana Capital Partners March 2014 - Present
Eton Park September 2012 - February 2014
The Blackstone Group July 2010 - June 2012
Bank of America June 2008 - August 2008
Skills
Restructuring, Investment Banking, Investments, Finance, Financial Modeling, Hedge Funds, Valuation, Private Equity
Education
University of Pennsylvania 2006 — 2010
BS / BA, Finance / International Studies
Darsana Capital Partners March 2014 - Present
Eton Park September 2012 - February 2014
The Blackstone Group July 2010 - June 2012
Bank of America June 2008 - August 2008
Skills
Restructuring, Investment Banking, Investments, Finance, Financial Modeling, Hedge Funds, Valuation, Private Equity
Education
University of Pennsylvania 2006 — 2010
BS / BA, Finance / International Studies
Becca Collins Becca Collins's Bank of America Experience 2003 - 2004
Job Business Management & Strategy Executive
Industry Management Consulting
Experience
WorldPak June 2012 - Present
on Sabbatical August 2011 - May 2012
Doorways for Women and Families 2010 - 2012
Federal Home Loan Mortgage Corporation September 2010 - July 2011
Federal Home Loan Mortgage Corporation March 2009 - September 2010
Federal Home Loan Mortgage Corporation April 2007 - March 2009
TIAA-CREF January 2004 - March 2007
Bank of America 2003 - 2004
Seagate 1999 - 2003
Solo Cup Company 1998 - 1999
Skills
Six Sigma, Change Management, Risk Management, Strategic Planning, Performance Management, Lean Manufacturing, Business Transformation, Governance, Business Process..., Business Management, Program Management, Business Strategy, Facilitation, Operations Management, Management, Management Consulting, Enterprise Risk..., Facilitators, Workshop Facilitation, Leadership Development, Strategy, Process Improvement, Leadership, SDLC, Business Process, Business Planning, Training, Team Leadership, Forecasting, Enterprise Software, Policy, Business Process Mapping, Executive Management, Budgets, Cross-functional Team..., Supply Chain, Vendor Management, Project Portfolio..., Business Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Professional, Finance and Accounting for Non-Financial Managers
University of Pittsburgh 1989 — 1994
BS, Industrial Engineering
Ephrata Senior High
WorldPak June 2012 - Present
on Sabbatical August 2011 - May 2012
Doorways for Women and Families 2010 - 2012
Federal Home Loan Mortgage Corporation September 2010 - July 2011
Federal Home Loan Mortgage Corporation March 2009 - September 2010
Federal Home Loan Mortgage Corporation April 2007 - March 2009
TIAA-CREF January 2004 - March 2007
Bank of America 2003 - 2004
Seagate 1999 - 2003
Solo Cup Company 1998 - 1999
Skills
Six Sigma, Change Management, Risk Management, Strategic Planning, Performance Management, Lean Manufacturing, Business Transformation, Governance, Business Process..., Business Management, Program Management, Business Strategy, Facilitation, Operations Management, Management, Management Consulting, Enterprise Risk..., Facilitators, Workshop Facilitation, Leadership Development, Strategy, Process Improvement, Leadership, SDLC, Business Process, Business Planning, Training, Team Leadership, Forecasting, Enterprise Software, Policy, Business Process Mapping, Executive Management, Budgets, Cross-functional Team..., Supply Chain, Vendor Management, Project Portfolio..., Business Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Professional, Finance and Accounting for Non-Financial Managers
University of Pittsburgh 1989 — 1994
BS, Industrial Engineering
Ephrata Senior High
Lisa Midyette Lisa Midyette's Bank of America Experience August 2010 - November 2011
Job Independent Consultant
Industry Cosmetics
Experience
Independent Consultant August 2013 - Present
Coach November 2011 - August 2013
Bank of America August 2010 - November 2011
Luminary Labs May 2010 - July 2010
Avon Products, Inc June 2001 - March 2009
Scient 1999 - 2001
Verizon December 1993 - June 1999
Andersen Consulting July 1985 - November 1993
Skills
Change Management, Strategy, Project Management, Cross-functional Team..., Team Building, Business Process, Product Development, Leadership, CRM, Financial Analysis, Consumer Products
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, General Business
University of Virginia 1981 — 1985
BS, Finance - McIntire School
Independent Consultant August 2013 - Present
Coach November 2011 - August 2013
Bank of America August 2010 - November 2011
Luminary Labs May 2010 - July 2010
Avon Products, Inc June 2001 - March 2009
Scient 1999 - 2001
Verizon December 1993 - June 1999
Andersen Consulting July 1985 - November 1993
Skills
Change Management, Strategy, Project Management, Cross-functional Team..., Team Building, Business Process, Product Development, Leadership, CRM, Financial Analysis, Consumer Products
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, General Business
University of Virginia 1981 — 1985
BS, Finance - McIntire School
Alan Kaufman Alan Kaufman's Bank of America Experience 1981 - 1992
Job Director, Workday HCM
Industry Computer Software
Experience
Appirio January 2012 - Present
Workday April 2009 - October 2011
ADP Inc. 2003 - 2008
ProBusiness 2001 - 2003
ProBusiness 1999 - 2001
ADP 1997 - 1999
ADP 1992 - 1997
Bank of America 1981 - 1992
Arthur Andersen & Co. 1979 - 1980
Skills
SaaS, Software Implementation, Business Analysis, Cloud Computing, Enterprise Software, PeopleSoft, Salesforce.com, Certified Payroll, Program Management, Software Project..., ADP Payroll, Strategy, Payroll, CRM, Team Building, Management, Outsourcing, Requirements Analysis, Disaster Recovery, Testing, Leadership, Business Process, Human Resources, Integration, Quality Assurance, Team Management, Vendor Management, SDLC, Product Management, Agile Methodologies, Business Intelligence, Business Process..., Process Improvement, Professional Services, Personnel Management, Analysis, ERP
Education
University of Pennsylvania - The Wharton School 1975 — 1979
Bachelor of Science, Economics/Accounting
Appirio January 2012 - Present
Workday April 2009 - October 2011
ADP Inc. 2003 - 2008
ProBusiness 2001 - 2003
ProBusiness 1999 - 2001
ADP 1997 - 1999
ADP 1992 - 1997
Bank of America 1981 - 1992
Arthur Andersen & Co. 1979 - 1980
Skills
SaaS, Software Implementation, Business Analysis, Cloud Computing, Enterprise Software, PeopleSoft, Salesforce.com, Certified Payroll, Program Management, Software Project..., ADP Payroll, Strategy, Payroll, CRM, Team Building, Management, Outsourcing, Requirements Analysis, Disaster Recovery, Testing, Leadership, Business Process, Human Resources, Integration, Quality Assurance, Team Management, Vendor Management, SDLC, Product Management, Agile Methodologies, Business Intelligence, Business Process..., Process Improvement, Professional Services, Personnel Management, Analysis, ERP
Education
University of Pennsylvania - The Wharton School 1975 — 1979
Bachelor of Science, Economics/Accounting
Christopher Ashley Christopher Ashley's Bank of America Experience January 2013 - November 2013
Job Senior Executive Team Leader Merchandising at Target
Industry Retail
Experience
Target July 2015 - Present
7-Eleven February 2014 - July 2015
Bank of America January 2013 - November 2013
Target August 2009 - May 2013
Skills
Store Management, Merchandising, Retail, Retail Banking, Big Box, Shortage Control, Loss Prevention, Driving Results, Hardlines, Store Operations, Visual Merchandising, Shrinkage, Planograms, Organized Retail Crime, Softlines, CPFR, Banking, Customer Service, Inventory Management, Sales, Management, Microsoft Excel, Public Speaking, Leadership, Social Media, Microsoft Office, Event Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's degree, Marketing
Target July 2015 - Present
7-Eleven February 2014 - July 2015
Bank of America January 2013 - November 2013
Target August 2009 - May 2013
Skills
Store Management, Merchandising, Retail, Retail Banking, Big Box, Shortage Control, Loss Prevention, Driving Results, Hardlines, Store Operations, Visual Merchandising, Shrinkage, Planograms, Organized Retail Crime, Softlines, CPFR, Banking, Customer Service, Inventory Management, Sales, Management, Microsoft Excel, Public Speaking, Leadership, Social Media, Microsoft Office, Event Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor's degree, Marketing
Michele Breen Michele Breen's Bank of America Experience June 1995 - June 2000
Job Director of Finance at Tejon Ranch Company
Industry Real Estate
Experience
Tejon Ranch Company January 2009 - Present
Interstate Land Company June 2003 - January 2009
Castle & Cooke June 2000 - June 2003
Bank of America June 1995 - June 2000
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Economics
Tejon Ranch Company January 2009 - Present
Interstate Land Company June 2003 - January 2009
Castle & Cooke June 2000 - June 2003
Bank of America June 1995 - June 2000
Education
University of Pennsylvania - The Wharton School 1986 — 1990
Bachelor of Science (B.S.), Economics
Lisa Archinow Katz, CFA Senior Credit Risk Analyst's Bank of America Experience 1985 - 1989
Job Vice President, Underwriter, Credit Relationship and Portfolio Manager
Industry Banking
Experience
Flushing Bank August 2013 - Present
Wells Fargo Bank, N.A. June 2012 - August 2013
Mitsubishi UFJ Union Bank 2005 - 2012
Standard & Poor's 1992 - September 2005
EY 1991 - 1992
Deloitte 1989 - 1991
Bank of America 1985 - 1989
Merrill Lynch 1983 - 1985
Marriott International June 1984 - August 1984
Wells Fargo 1981 - 1983
Skills
Counterparty Risk, Credit, Capital Markets, Banking, Ratings, Asset Management, Fixed Income, Financial Institutions, Credit Analysis, Securitization, Structured Finance, Credit Risk, Investment Banking, Debt, Bonds, Financial Markets, Capital Structure, Industry Analysis, Commercial Banking, Corporate Finance, Equities, Equity Research, Leveraged Finance, High Yield, Credit Cards, Management Consulting, Risk, Buy-side, ABS, Investments, Loans, Interest Rate Risk..., Credit Derivatives, Derivatives, Swaps, Cash Flow Forecasting, Credit Assessment, Portfolio Management, Fixed Income Products, Business Relationship..., Small Business Lending, Commercial Lending, Treasury Management, Cash Flow Lending, Secured Financing, Financial Structuring, Relationship Management, Underwriting, Financial Services, Asset Based Lending
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Investments, Accounting
The University of Chicago 1977 — 1981
BA in Economics with Honors, Minors: Mathematics, Statistics, Econometrics
Akiba Barrack Hebrew Academy 1971 — 1977
High School Diploma/College Prep, Bryn Mawr, PA
Flushing Bank August 2013 - Present
Wells Fargo Bank, N.A. June 2012 - August 2013
Mitsubishi UFJ Union Bank 2005 - 2012
Standard & Poor's 1992 - September 2005
EY 1991 - 1992
Deloitte 1989 - 1991
Bank of America 1985 - 1989
Merrill Lynch 1983 - 1985
Marriott International June 1984 - August 1984
Wells Fargo 1981 - 1983
Skills
Counterparty Risk, Credit, Capital Markets, Banking, Ratings, Asset Management, Fixed Income, Financial Institutions, Credit Analysis, Securitization, Structured Finance, Credit Risk, Investment Banking, Debt, Bonds, Financial Markets, Capital Structure, Industry Analysis, Commercial Banking, Corporate Finance, Equities, Equity Research, Leveraged Finance, High Yield, Credit Cards, Management Consulting, Risk, Buy-side, ABS, Investments, Loans, Interest Rate Risk..., Credit Derivatives, Derivatives, Swaps, Cash Flow Forecasting, Credit Assessment, Portfolio Management, Fixed Income Products, Business Relationship..., Small Business Lending, Commercial Lending, Treasury Management, Cash Flow Lending, Secured Financing, Financial Structuring, Relationship Management, Underwriting, Financial Services, Asset Based Lending
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance, Investments, Accounting
The University of Chicago 1977 — 1981
BA in Economics with Honors, Minors: Mathematics, Statistics, Econometrics
Akiba Barrack Hebrew Academy 1971 — 1977
High School Diploma/College Prep, Bryn Mawr, PA
Sai Kosaraju Sai Kosaraju's Bank of America Experience June 2012 - August 2012
Job Summer Analyst at Copperwood Energy
Industry Financial Services
Experience
Copperwood Energy April 2015 - Present
Federal Reserve Bank of San Francisco May 2014 - July 2014
Bank of America June 2012 - August 2012
Junior Achievement of Northern California June 2012 - August 2012
Women's Initiative June 2011 - August 2012
Skills
Financial Analysis, FICC, Market Research, Tableau, Quantitative Models, Microsoft Excel, Quantitative Analytics, Macro Analysis, Statistical Modeling, Equity Valuation, Data Analysis, Operational Optimization, PowerPoint, Stata, Fundraising, Microfinance, Microsoft Office, Public Speaking
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS), Economics with concentrations in Finance and Management
Dougherty Valley High School 2009 — 2013
Copperwood Energy April 2015 - Present
Federal Reserve Bank of San Francisco May 2014 - July 2014
Bank of America June 2012 - August 2012
Junior Achievement of Northern California June 2012 - August 2012
Women's Initiative June 2011 - August 2012
Skills
Financial Analysis, FICC, Market Research, Tableau, Quantitative Models, Microsoft Excel, Quantitative Analytics, Macro Analysis, Statistical Modeling, Equity Valuation, Data Analysis, Operational Optimization, PowerPoint, Stata, Fundraising, Microfinance, Microsoft Office, Public Speaking
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (BS), Economics with concentrations in Finance and Management
Dougherty Valley High School 2009 — 2013
Tushar Nakra Tushar Nakra's Bank of America Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry
Experience
Bank of America June 2014 - August 2014
Skills
Python, SQL
Education
University of Pennsylvania 2013 — 2015
Master of Science (M.S.), Systems Engineering
Vellore Institute of Technology 2009 — 2013
Bachelor of Technology (B.Tech.), Electronics and Communication Engineering
Bank of America June 2014 - August 2014
Skills
Python, SQL
Education
University of Pennsylvania 2013 — 2015
Master of Science (M.S.), Systems Engineering
Vellore Institute of Technology 2009 — 2013
Bachelor of Technology (B.Tech.), Electronics and Communication Engineering
Sacha Djorkaeff's Bank of America Experience May 2009 - May 2009
Job Founder/CEO at Owl Technologies
Industry Primary/Secondary Education
Experience
Owl Technologies, LLC August 2015 - Present
Moet Hennessy USA June 2014 - August 2014
Cameio, LLC March 2011 - January 2014
BNP Paribas - CIB June 2013 - July 2013
Havas Worldwide June 2012 - July 2012
Credit Suisse July 2010 - July 2010
The Estée Lauder Companies Inc. June 2010 - June 2010
Natixis Private Equity May 2010 - May 2010
Bank of America May 2009 - May 2009
Skills
Private Equity, Risk Management, Market Research, Entrepreneurship, Social Media, Public Speaking, Research, Microsoft Office, Data Analysis, French, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Event Planning, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lycee Francais de New York 2005 — 2011
International Baccalaureate, Economics
Owl Technologies, LLC August 2015 - Present
Moet Hennessy USA June 2014 - August 2014
Cameio, LLC March 2011 - January 2014
BNP Paribas - CIB June 2013 - July 2013
Havas Worldwide June 2012 - July 2012
Credit Suisse July 2010 - July 2010
The Estée Lauder Companies Inc. June 2010 - June 2010
Natixis Private Equity May 2010 - May 2010
Bank of America May 2009 - May 2009
Skills
Private Equity, Risk Management, Market Research, Entrepreneurship, Social Media, Public Speaking, Research, Microsoft Office, Data Analysis, French, Economics, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Event Planning, Marketing Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Lycee Francais de New York 2005 — 2011
International Baccalaureate, Economics
Lisa (Chao) Zhang's Bank of America Experience 2011 - 2012
Job Valuation & Investment Analyst, FP&A
Industry Financial Services
Experience
Laureate International Universities July 2014 - Present
Overseas Private Investment Corporation May 2013 - July 2013
Investors' Circle January 2013 - April 2013
Bank of America 2011 - 2012
Bank of America 2009 - 2011
Merrill Lynch 2007 - 2009
Pennsylvania Inter-Governmental Cooperation Authority 2006 - 2007
TFM Group - China (Previously Vantages & Associates) 2005 - 2005
Skills
Equities, Management Consulting, Business Strategy, Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Program Management, Business Development, Market Research, Due Diligence, Start-ups, Portfolio Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management and Finance
University of Pennsylvania - The Wharton School 2004 — 2008
B.S in Economics and B.A in Finance, Dual Degree Program
Laureate International Universities July 2014 - Present
Overseas Private Investment Corporation May 2013 - July 2013
Investors' Circle January 2013 - April 2013
Bank of America 2011 - 2012
Bank of America 2009 - 2011
Merrill Lynch 2007 - 2009
Pennsylvania Inter-Governmental Cooperation Authority 2006 - 2007
TFM Group - China (Previously Vantages & Associates) 2005 - 2005
Skills
Equities, Management Consulting, Business Strategy, Non-profits, Strategy, Financial Modeling, International..., Strategic Planning, Program Management, Business Development, Market Research, Due Diligence, Start-ups, Portfolio Management, Venture Capital
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Management and Finance
University of Pennsylvania - The Wharton School 2004 — 2008
B.S in Economics and B.A in Finance, Dual Degree Program
Charles VanTassell Charles VanTassell's Bank of America Experience April 2014 - Present
Job Balance Sheet Associate
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America July 2013 - April 2014
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Banc of America Securities June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors, Finance, Management, Legal Studies
Bank of America April 2014 - Present
Bank of America July 2013 - April 2014
Bank of America July 2012 - July 2013
Bank of America June 2011 - July 2012
Banc of America Securities June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelors, Finance, Management, Legal Studies
Nelly Ruvalcaba's Bank of America Experience June 2011 - February 2012
Job Visionary
Industry Real Estate
Experience
Grandpoint Bank June 2014 - Present
Freddie Mac February 2012 - June 2014
Bank of America June 2011 - February 2012
Wells Fargo Home Mortgage June 2010 - August 2010
Marsh May 2009 - August 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Investments, Valuation, Finance, Portfolio Management, Private Equity, Analysis, Microsoft Office, Management, Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2011
Real Estate and Management
Grandpoint Bank June 2014 - Present
Freddie Mac February 2012 - June 2014
Bank of America June 2011 - February 2012
Wells Fargo Home Mortgage June 2010 - August 2010
Marsh May 2009 - August 2009
Skills
Financial Modeling, Due Diligence, Financial Analysis, Investments, Valuation, Finance, Portfolio Management, Private Equity, Analysis, Microsoft Office, Management, Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2011
Real Estate and Management
Tiffany Mahnke's Bank of America Experience November 2006 - September 2009
Job Mortgage Loan Processor at W.J. Bradley Mortgage Capital, LLC
Industry Financial Services
Experience
W.J. Bradley Mortgage Capital, LLC February 2015 - Present
Stateside BPO December 2014 - February 2015
LTC Global / ACSIA April 2013 - July 2014
United Insurance Group Agency, Inc. April 2013 - January 2014
Epic Funding July 2012 - April 2013
Corning Incorporated April 2011 - June 2012
EAGLE SECURITY SOLUTIONS, Inc 2009 - 2011
Bank of America November 2006 - September 2009
Wells Fargo July 2004 - September 2006
West Corporation 2000 - 2004
Skills
Mortgage Industry, Insurance, Medicare, Employee Benefits, Human Resources, Sales, Fixed Annuities, 401k, Benefits Administration, Training, Team Building, Whole Life, Onboarding, Employee Relations, IRAs, Deferred Compensation, Call Centers, Process Improvement, Sales Operations, Outlook, Coaching, PDP, COBRA, Encompass, Calyx Point, Workers Compensation, Invoicing, New Hire Orientations, PeopleSoft, Applicant Tracking..., Notary Public, Florida Notary, Medicare Advantage, Medicare Part D, Dental Insurance, Vision Insurance, Mortgage Underwriting, Invoice Processing, Executive Coaching
Education
University of Pennsylvania - The Wharton School 2014 — 2015
In Process, Marketing
Online School of Insurance 2014 — 2014
Pre-Licensing Certification, FL Health, Life & Annuity
Florida Health Insurance School 2007 — 2008
Pre-License Certification, FL 2-40 Health Insurance License, 100%
Florida Mortgage Broker School 2006 — 2006
Mortgage Broker License, Mortgage, 99%
Kempsville High 1994 — 1998
General Diploma, Marketing, 3.2
W.J. Bradley Mortgage Capital, LLC February 2015 - Present
Stateside BPO December 2014 - February 2015
LTC Global / ACSIA April 2013 - July 2014
United Insurance Group Agency, Inc. April 2013 - January 2014
Epic Funding July 2012 - April 2013
Corning Incorporated April 2011 - June 2012
EAGLE SECURITY SOLUTIONS, Inc 2009 - 2011
Bank of America November 2006 - September 2009
Wells Fargo July 2004 - September 2006
West Corporation 2000 - 2004
Skills
Mortgage Industry, Insurance, Medicare, Employee Benefits, Human Resources, Sales, Fixed Annuities, 401k, Benefits Administration, Training, Team Building, Whole Life, Onboarding, Employee Relations, IRAs, Deferred Compensation, Call Centers, Process Improvement, Sales Operations, Outlook, Coaching, PDP, COBRA, Encompass, Calyx Point, Workers Compensation, Invoicing, New Hire Orientations, PeopleSoft, Applicant Tracking..., Notary Public, Florida Notary, Medicare Advantage, Medicare Part D, Dental Insurance, Vision Insurance, Mortgage Underwriting, Invoice Processing, Executive Coaching
Education
University of Pennsylvania - The Wharton School 2014 — 2015
In Process, Marketing
Online School of Insurance 2014 — 2014
Pre-Licensing Certification, FL Health, Life & Annuity
Florida Health Insurance School 2007 — 2008
Pre-License Certification, FL 2-40 Health Insurance License, 100%
Florida Mortgage Broker School 2006 — 2006
Mortgage Broker License, Mortgage, 99%
Kempsville High 1994 — 1998
General Diploma, Marketing, 3.2
Stephanie Sica's Bank of America Experience July 2014 - Present
Job Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America June 2013 - August 2013
CHA, Inc. June 2012 - August 2012
Featherstonhaugh, Wiley & Clyne, LLP June 2011 - August 2011
Meridian Capital Partners July 2009 - July 2009
Skills
Microsoft Office, SQL, Spanish, Java, OCaml, Toad, Business Analysis, Data Analysis, Agile & Waterfall..., HTML, CSS, Python
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major in Economics, Minor in Computer Science
Bank of America July 2014 - Present
Bank of America June 2013 - August 2013
CHA, Inc. June 2012 - August 2012
Featherstonhaugh, Wiley & Clyne, LLP June 2011 - August 2011
Meridian Capital Partners July 2009 - July 2009
Skills
Microsoft Office, SQL, Spanish, Java, OCaml, Toad, Business Analysis, Data Analysis, Agile & Waterfall..., HTML, CSS, Python
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Major in Economics, Minor in Computer Science
Aamir Amdani Aamir Amdani's Bank of America Experience July 2007 - February 2010
Job Student at University of Pennsylvania The Wharton School
Industry
Experience
QVT Financial LP June 2013 - August 2013
H.I.G. Capital March 2010 - June 2012
Bank of America July 2007 - February 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Equities, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Management
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science (BS), Finance and Accounting
QVT Financial LP June 2013 - August 2013
H.I.G. Capital March 2010 - June 2012
Bank of America July 2007 - February 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Equity Research, Bloomberg, Equities, Investments, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Management
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science (BS), Finance and Accounting
David J. Pittman David J. Pittman's Bank of America Experience May 1993 - January 1997
Job PIMCO, Retired
Industry Investment Management
Experience
PIMCO January 2012 - Present
PIMCO May 1997 - December 2011
Bank of America May 1993 - January 1997
The Northern Trust Co. May 1987 - May 1993
Bank of America/formerly Republic Bank Dallas May 1977 - May 1987
JP Morgan/formerly BancOne September 1969 - May 1977
Skills
Alternative Investments, Investments, Asset Managment, Asset Allocation, Fixed Income, Portfolio Management, Series 7, Equities, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Investment Advisory, Securities, Series 63, Asset Management, Bloomberg, Capital Markets, Private Equity, Valuation, Wealth Management, Bonds, Fund Of Funds, Banking, Institutional..., Pensions
Education
Wharton/Univ of Penn, SMU/Dallas, Univ of Texas/Austin
Wharton School, University of Pennsylvania
Executive Management Course
Southern Methodist University...Graduate Banking Degree 1976 — 1978
Graduate Banking Degree, Trust, Investments, Banking
The University of Texas at Austin...BBA, Accounting 1967 — 1969
BBA, Accounting
Victoria College 1965 — 1967
Associate's degree, Business/Commerce, General
PIMCO January 2012 - Present
PIMCO May 1997 - December 2011
Bank of America May 1993 - January 1997
The Northern Trust Co. May 1987 - May 1993
Bank of America/formerly Republic Bank Dallas May 1977 - May 1987
JP Morgan/formerly BancOne September 1969 - May 1977
Skills
Alternative Investments, Investments, Asset Managment, Asset Allocation, Fixed Income, Portfolio Management, Series 7, Equities, Hedge Funds, Investment Strategies, Investment Management, Mutual Funds, Investment Advisory, Securities, Series 63, Asset Management, Bloomberg, Capital Markets, Private Equity, Valuation, Wealth Management, Bonds, Fund Of Funds, Banking, Institutional..., Pensions
Education
Wharton/Univ of Penn, SMU/Dallas, Univ of Texas/Austin
Wharton School, University of Pennsylvania
Executive Management Course
Southern Methodist University...Graduate Banking Degree 1976 — 1978
Graduate Banking Degree, Trust, Investments, Banking
The University of Texas at Austin...BBA, Accounting 1967 — 1969
BBA, Accounting
Victoria College 1965 — 1967
Associate's degree, Business/Commerce, General
Nicole Pollack's Bank of America Experience June 2014 - August 2014
Job Consultant at Oliver Wyman
Industry Management Consulting
Experience
Easy Pairings 2015 - 2015
Bank of America June 2014 - August 2014
TD June 2013 - August 2013
Venueline June 2012 - August 2012
Banyan Center May 2012 - May 2012
Related May 2011 - August 2011
Skills
Advertising, Marketing, Social Media, Credit, Valuation, Market Research, Analysis, Interviews, Sales, Research, Microsoft Office, Microsoft Excel, Budgets, Real Estate, Financial Modeling, Investments, Investment Banking, PowerPoint, Bloomberg, Financial Analysis, Corporate Finance, Management Consulting
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Finance
Byram Hills High School 2001 — 2011
Easy Pairings 2015 - 2015
Bank of America June 2014 - August 2014
TD June 2013 - August 2013
Venueline June 2012 - August 2012
Banyan Center May 2012 - May 2012
Related May 2011 - August 2011
Skills
Advertising, Marketing, Social Media, Credit, Valuation, Market Research, Analysis, Interviews, Sales, Research, Microsoft Office, Microsoft Excel, Budgets, Real Estate, Financial Modeling, Investments, Investment Banking, PowerPoint, Bloomberg, Financial Analysis, Corporate Finance, Management Consulting
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's Degree, Finance
Byram Hills High School 2001 — 2011
Rogers Herndon Rogers Herndon's Bank of America Experience 2002 - 2003
Job Chief Executive Officer at Quintana Energy Services
Industry Oil & Energy
Experience
Quintana Energy Services September 2014 - Present
Quintana Energy Partners July 2011 - Present
RRI/Reliant Energy 2006 - 2010
Phillips Royalty Partners, LP 2005 - 2007
PSEG 2003 - 2006
Bank of America 2002 - 2003
Enron North America 1998 - 2002
Skills
Economics, Financial Modeling, Energy, Due Diligence, Risk Management, Strategy, Business Development, Management, Investments, Valuation, Commodity Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Washington and Lee University 1986 — 1990
BA, Economics
Quintana Energy Services September 2014 - Present
Quintana Energy Partners July 2011 - Present
RRI/Reliant Energy 2006 - 2010
Phillips Royalty Partners, LP 2005 - 2007
PSEG 2003 - 2006
Bank of America 2002 - 2003
Enron North America 1998 - 2002
Skills
Economics, Financial Modeling, Energy, Due Diligence, Risk Management, Strategy, Business Development, Management, Investments, Valuation, Commodity Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Washington and Lee University 1986 — 1990
BA, Economics
Julia Dworkin Julia Dworkin's Bank of America Experience July 2013 - Present
Job Analyst in the Capital Strategy Group at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America July 2013 - Present
Global Marketing Associates October 2011 - Present
The Wharton School September 2010 - Present
Bank of America June 2012 - August 2012
Pretty Young Professional January 2011 - May 2011
Camp Vega June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bank of America July 2013 - Present
Global Marketing Associates October 2011 - Present
The Wharton School September 2010 - Present
Bank of America June 2012 - August 2012
Pretty Young Professional January 2011 - May 2011
Camp Vega June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Yan Papadakis Yan Papadakis's Bank of America Experience January 2009 - October 2013
Job Director at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet October 2013 - Present
Bank of America January 2009 - October 2013
INFORMS 2007 - 2013
INFORMS 2007 - 2013
2006-2010, Bank of America / Merrill Lynch January 2009 - December 2010
Merrill Lynch September 2006 - December 2008
Drexel University January 2001 - January 2006
University of British Columbia January 1999 - January 2001
Innovation and Technology January 1998 - January 1999
Skills
Data Mining, Optimization, Stochastic Optimization, Data Analysis, Monte Carlo Simulation, Discrete Event..., System Dynamics, SAS/SQL, R, GAMS, AMPL, Managerial Economics, Investment Analysis, Financial Service..., Financial Service..., Optimizations, SAS programming, Quantitative Analytics, Predictive Modeling, Financial Services, Valuation, SAS, Strategy
Education
University of Pennsylvania 1992 — 1997
PhD, Operations Research
University of Pennsylvania 1992 — 1997
PhD, Engr .Systems; Engr. Economics
University of Washington, Seattle 1990 — 1991
MSE, Industrial Engineering
Aristotle University of Thessalonica 1984 — 1989
BSE, Mechanical Engineering
Dun and Bradstreet October 2013 - Present
Bank of America January 2009 - October 2013
INFORMS 2007 - 2013
INFORMS 2007 - 2013
2006-2010, Bank of America / Merrill Lynch January 2009 - December 2010
Merrill Lynch September 2006 - December 2008
Drexel University January 2001 - January 2006
University of British Columbia January 1999 - January 2001
Innovation and Technology January 1998 - January 1999
Skills
Data Mining, Optimization, Stochastic Optimization, Data Analysis, Monte Carlo Simulation, Discrete Event..., System Dynamics, SAS/SQL, R, GAMS, AMPL, Managerial Economics, Investment Analysis, Financial Service..., Financial Service..., Optimizations, SAS programming, Quantitative Analytics, Predictive Modeling, Financial Services, Valuation, SAS, Strategy
Education
University of Pennsylvania 1992 — 1997
PhD, Operations Research
University of Pennsylvania 1992 — 1997
PhD, Engr .Systems; Engr. Economics
University of Washington, Seattle 1990 — 1991
MSE, Industrial Engineering
Aristotle University of Thessalonica 1984 — 1989
BSE, Mechanical Engineering
Jack Hollihan Jack Hollihan's Bank of America Experience 2001 - 2003
Job Executive Chairman at Litchfield Capital Holdings
Industry Financial Services
Experience
Javelin Mortgage Investment Corp 2012 - Present
ARMOUR Residential REIT, Inc. 2010 - Present
City Financial 2006 - Present
Litchfield Capital Holdings Inc. 2003 - Present
American Financial Realty Trust 2006 - 2008
Bank of America 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Investments, Non-Executive Director, Investment Banking, Hedge Funds, Private Equity, Equities, Alternative Investments, Asset Managment, Due Diligence
Education
University of Virginia School of Law
Wharton School, University of Pennsylvania
B.S., Finance
Javelin Mortgage Investment Corp 2012 - Present
ARMOUR Residential REIT, Inc. 2010 - Present
City Financial 2006 - Present
Litchfield Capital Holdings Inc. 2003 - Present
American Financial Realty Trust 2006 - 2008
Bank of America 2001 - 2003
Morgan Stanley 1986 - 2001
Skills
Investments, Non-Executive Director, Investment Banking, Hedge Funds, Private Equity, Equities, Alternative Investments, Asset Managment, Due Diligence
Education
University of Virginia School of Law
Wharton School, University of Pennsylvania
B.S., Finance
Susan Clifford, GPHR Susan Clifford, GPHR's Bank of America Experience December 1996 - April 2006
Job Vice President HR Consultant at Wells Fargo
Industry Human Resources
Experience
Wells Fargo August 2013 - Present
Wells Fargo 2012 - August 2013
Rogers Townsend & Thomas, PC March 2011 - July 2012
Jones Lang LaSalle September 2007 - August 2010
Bank of America December 1996 - April 2006
Skills
Budgets, Performance Management, Human Resources, Employee Relations, Global Human Resources..., GPHR, Strategic HR, HR Metrics, Compensation Strategies, HR Consulting, HR Project Management, Talent Acquisition, Talent Management, New Hire Orientations, Onboarding, Leadership Development, Workforce Planning, Benefits Administration, Employment Law, Succession Planning, Employee Engagement, Employee Benefits, Personnel Management, Vendor Management, Leadership, Organizational Design, Hiring
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Wells Fargo August 2013 - Present
Wells Fargo 2012 - August 2013
Rogers Townsend & Thomas, PC March 2011 - July 2012
Jones Lang LaSalle September 2007 - August 2010
Bank of America December 1996 - April 2006
Skills
Budgets, Performance Management, Human Resources, Employee Relations, Global Human Resources..., GPHR, Strategic HR, HR Metrics, Compensation Strategies, HR Consulting, HR Project Management, Talent Acquisition, Talent Management, New Hire Orientations, Onboarding, Leadership Development, Workforce Planning, Benefits Administration, Employment Law, Succession Planning, Employee Engagement, Employee Benefits, Personnel Management, Vendor Management, Leadership, Organizational Design, Hiring
Education
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Winnie Kerubo Mokaya's Bank of America Experience September 2012 - September 2012
Job Outreach Specialist at InGenius prep
Industry International Affairs
Experience
Center for Global Communication Studies- University of Pennslyvania September 2014 - Present
University of Pennsylvania May 2013 - May 2015
Office of the President of Botswana May 2014 - July 2014
Foreign Policy Research Institute May 2013 - July 2013
University of Pennsylvania August 2012 - May 2013
PennCAP July 2012 - May 2013
Bank of America September 2012 - September 2012
Université François Rabelais- Tours, France May 2012 - July 2012
PennCAP September 2011 - May 2012
Akili Dada August 2010 - June 2011
Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, Community Outreach, Nonprofits, Leadership, International Relations, Data Analysis, Social Media, Database Administration, Event Planning, French, Spanish, Policy Analysis, Qualitative Research, Mentoring, Excel, Fundraising, Editing, Grant Writing, Volunteer Management, Public Policy
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), International Relations and Affairs
Precious Blood Secondary School Riruta
High School Diploma
Center for Global Communication Studies- University of Pennslyvania September 2014 - Present
University of Pennsylvania May 2013 - May 2015
Office of the President of Botswana May 2014 - July 2014
Foreign Policy Research Institute May 2013 - July 2013
University of Pennsylvania August 2012 - May 2013
PennCAP July 2012 - May 2013
Bank of America September 2012 - September 2012
Université François Rabelais- Tours, France May 2012 - July 2012
PennCAP September 2011 - May 2012
Akili Dada August 2010 - June 2011
Skills
Research, Microsoft Office, Public Speaking, Microsoft Excel, Community Outreach, Nonprofits, Leadership, International Relations, Data Analysis, Social Media, Database Administration, Event Planning, French, Spanish, Policy Analysis, Qualitative Research, Mentoring, Excel, Fundraising, Editing, Grant Writing, Volunteer Management, Public Policy
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (BA), International Relations and Affairs
Precious Blood Secondary School Riruta
High School Diploma
Prentice Burgdoerfer Prentice Burgdoerfer's Bank of America Experience June 2014 - August 2014
Job Student at The Wharton School of Business
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Bank of America June 2014 - August 2014
Fifth Third Bank June 2013 - August 2013
Mast Global of Limited Brands July 2011 - July 2011
Skills
Finance, Retail Banking, Private Banking, Supply Chain Management, PowerPoint, Microsoft Excel, Investment Banking, Accounting, Budgets, Retail, Economics, Corporate Finance, Data Analysis, Teamwork, Market Research, Time Management, Financial Accounting, Microsoft Office, Analytics, Financial Markets
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Economics
New Albany High School 2008 — 2012
Goldman Sachs June 2015 - Present
Bank of America June 2014 - August 2014
Fifth Third Bank June 2013 - August 2013
Mast Global of Limited Brands July 2011 - July 2011
Skills
Finance, Retail Banking, Private Banking, Supply Chain Management, PowerPoint, Microsoft Excel, Investment Banking, Accounting, Budgets, Retail, Economics, Corporate Finance, Data Analysis, Teamwork, Market Research, Time Management, Financial Accounting, Microsoft Office, Analytics, Financial Markets
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Economics
New Albany High School 2008 — 2012
Phil Nassos's Bank of America Experience 2010 - Present
Job
Industry Financial Services
Experience
Bank of America 2010 - Present
JPMorgan Chase 2005 - 2009
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1999 - 2004
JPMorgan Chase 1992 - 1999
Reliance Insurance 1987 - 1992
Skills
Vendor Management, Risk Management, Program Management, Strategic Planning, Acquisition Integration, Strategic Human..., Consensus Building, Process Improvement, Workflow Management, Change Management, HRIS, Leadership, Project Management, Human Resources, Banking, Mergers & Acquisitions, Business Process, Cross-functional Team..., Management, Strategy
Education
University of Pennsylvania
MS
University of Pennsylvania
BS
University of Pennsylvania - The Wharton School
BS Economics
Bank of America 2010 - Present
JPMorgan Chase 2005 - 2009
JPMorgan Chase 2004 - 2005
JPMorgan Chase 1999 - 2004
JPMorgan Chase 1992 - 1999
Reliance Insurance 1987 - 1992
Skills
Vendor Management, Risk Management, Program Management, Strategic Planning, Acquisition Integration, Strategic Human..., Consensus Building, Process Improvement, Workflow Management, Change Management, HRIS, Leadership, Project Management, Human Resources, Banking, Mergers & Acquisitions, Business Process, Cross-functional Team..., Management, Strategy
Education
University of Pennsylvania
MS
University of Pennsylvania
BS
University of Pennsylvania - The Wharton School
BS Economics
Robert (Bob) Patrick's Bank of America Experience January 1997 - January 2005
Job Financial Services Industry Expert
Industry Financial Services
Experience
Raymond James July 2005 - March 2015
Bank of America January 1997 - January 2005
Fidelity Investments January 1992 - January 1997
Skills
Practice Management, Branch Management, Wealth Management, Sales, Investment Advisory, Investments, Training, Securities, Client Acquisition, Advisory Process, Series 7, Mutual Funds, Financial Services, Series 63, FINRA, Retirement Planning, Strategic Financial..., Portfolio Management, Relationship Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Financial Planning and Services
University of Wisconsin-Milwaukee 1981 — 1983
Economics
Raymond James July 2005 - March 2015
Bank of America January 1997 - January 2005
Fidelity Investments January 1992 - January 1997
Skills
Practice Management, Branch Management, Wealth Management, Sales, Investment Advisory, Investments, Training, Securities, Client Acquisition, Advisory Process, Series 7, Mutual Funds, Financial Services, Series 63, FINRA, Retirement Planning, Strategic Financial..., Portfolio Management, Relationship Management
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Securities Industry Institute, Financial Planning and Services
University of Wisconsin-Milwaukee 1981 — 1983
Economics
Angela Conti's Bank of America Experience 2003 - 2004
Job Marketing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2009 - Present
Washington Mutual 2007 - 2009
JPMorgan Chase 2004 - 2006
Bank of America 2003 - 2004
Bank One 2000 - 2003
Skills
Analysis, Analytics, Budgets, Business Analysis, Business Strategy, Call Centers, Credit Cards, Cross-functional Team..., Customer Acquisition, Customer Experience, Direct Marketing, Financial Services, Leadership, Management, Marketing, Performance Management, Process Improvement, Program Management, Project Management, Relationship Management, Risk Management, Segmentation, Strategy, Vendor Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Finance
JPMorgan Chase 2009 - Present
Washington Mutual 2007 - 2009
JPMorgan Chase 2004 - 2006
Bank of America 2003 - 2004
Bank One 2000 - 2003
Skills
Analysis, Analytics, Budgets, Business Analysis, Business Strategy, Call Centers, Credit Cards, Cross-functional Team..., Customer Acquisition, Customer Experience, Direct Marketing, Financial Services, Leadership, Management, Marketing, Performance Management, Process Improvement, Program Management, Project Management, Relationship Management, Risk Management, Segmentation, Strategy, Vendor Management
Education
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Finance
Craig LaChapelle's Bank of America Experience September 2004 - September 2007
Job Using credit and customer information to help financial services providers grow
Industry Financial Services
Experience
TransUnion September 2011 - Present
TransUnion LLC September 2007 - September 2011
Bank of America September 2004 - September 2007
DiamondCluster September 2000 - October 2004
Diamond Management and Technology Consultants 1995 - 2004
Diamond Technology Partners August 1995 - September 2000
Skills
Strategy, Business Development, Financial Analysis, Corporate Development, Management Consulting, Business Strategy, Financial Modeling, Analytics, Financial Services, Mergers & Acquisitions, Start-ups, Portfolio Management, Acquisition Integration, Mergers, Due Diligence, Business Transformation, Private Equity, Strategic Alliances, Executive Management, Valuation, New Business Development, Digital Marketing, Venture Capital, Corporate Finance, Capital Markets, Strategic Partnerships, SaaS, Marketing Strategy, Business Process..., Product Development, E-commerce
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Virginia 1986 — 1990
Bachelor of Science (BS), Systems Engineering
American School in London 1983 — 1986
HS
TransUnion September 2011 - Present
TransUnion LLC September 2007 - September 2011
Bank of America September 2004 - September 2007
DiamondCluster September 2000 - October 2004
Diamond Management and Technology Consultants 1995 - 2004
Diamond Technology Partners August 1995 - September 2000
Skills
Strategy, Business Development, Financial Analysis, Corporate Development, Management Consulting, Business Strategy, Financial Modeling, Analytics, Financial Services, Mergers & Acquisitions, Start-ups, Portfolio Management, Acquisition Integration, Mergers, Due Diligence, Business Transformation, Private Equity, Strategic Alliances, Executive Management, Valuation, New Business Development, Digital Marketing, Venture Capital, Corporate Finance, Capital Markets, Strategic Partnerships, SaaS, Marketing Strategy, Business Process..., Product Development, E-commerce
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Virginia 1986 — 1990
Bachelor of Science (BS), Systems Engineering
American School in London 1983 — 1986
HS
Shira Bergman-Cohen's Bank of America Experience January 2008 - May 2008
Job Director of Talent Operations at Collegiate Academies
Industry Education Management
Experience
Collegiate Academies July 2015 - Present
ReNEW Schools Charter Management Organization July 2012 - June 2015
Jefferson Parish Public School System August 2008 - June 2012
Teach for America April 2011 - July 2011
teachNOLA May 2010 - July 2010
Teach for America May 2008 - May 2010
Bank of America January 2008 - May 2008
LaSalle Bank June 2006 - January 2008
ABN AMRO / LaSalle Bank Corporation May 2005 - August 2005
Federal Home Loan Bank of Boston May 2004 - August 2004
Skills
Leadership, Strategic Planning, Project Management, Educational Leadership, Mergers & Acquisitions, Staff Development, Public Speaking, Teaching, Curriculum Development, Program Development, Leadership Development, Curriculum Design, Corporate Development, Community Outreach
Education
National Louis University
Master of Education (M.Ed.)
University of Pennsylvania
B.A.
Collegiate Academies July 2015 - Present
ReNEW Schools Charter Management Organization July 2012 - June 2015
Jefferson Parish Public School System August 2008 - June 2012
Teach for America April 2011 - July 2011
teachNOLA May 2010 - July 2010
Teach for America May 2008 - May 2010
Bank of America January 2008 - May 2008
LaSalle Bank June 2006 - January 2008
ABN AMRO / LaSalle Bank Corporation May 2005 - August 2005
Federal Home Loan Bank of Boston May 2004 - August 2004
Skills
Leadership, Strategic Planning, Project Management, Educational Leadership, Mergers & Acquisitions, Staff Development, Public Speaking, Teaching, Curriculum Development, Program Development, Leadership Development, Curriculum Design, Corporate Development, Community Outreach
Education
National Louis University
Master of Education (M.Ed.)
University of Pennsylvania
B.A.
Yuriel Layne's Bank of America Experience July 2011 - Present
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Pelli Wang's Bank of America Experience June 2005 - August 2005
Job Venture Director at SeedInvest
Industry Venture Capital & Private Equity
Experience
SeedInvest April 2014 - Present
Lean Startup Machine June 2013 - March 2014
Capmark January 2012 - October 2013
Capmark February 2009 - January 2012
Barclays Capital July 2007 - December 2008
Barclays Capital June 2006 - August 2006
Bank of America June 2005 - August 2005
Seed Ventures June 2004 - August 2004
Skills
Venture Capital, Private Equity, Asset Management, Finance, Entrepreneurship, Leveraged Finance, Financial Modeling, Investment Banking, Business Development, Start-ups, Valuation, Due Diligence, Capital Markets, Investments, Debt Restructuring
Education
University of Pennsylvania - The Wharton School
BS of Economics, Finance, Management, Accounting
SeedInvest April 2014 - Present
Lean Startup Machine June 2013 - March 2014
Capmark January 2012 - October 2013
Capmark February 2009 - January 2012
Barclays Capital July 2007 - December 2008
Barclays Capital June 2006 - August 2006
Bank of America June 2005 - August 2005
Seed Ventures June 2004 - August 2004
Skills
Venture Capital, Private Equity, Asset Management, Finance, Entrepreneurship, Leveraged Finance, Financial Modeling, Investment Banking, Business Development, Start-ups, Valuation, Due Diligence, Capital Markets, Investments, Debt Restructuring
Education
University of Pennsylvania - The Wharton School
BS of Economics, Finance, Management, Accounting
Stren Lea's Bank of America Experience June 2001 - August 2001
Job Investment Sales at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap August 2015 - Present
Cobalt Ridge Capital LLC 2009 - August 2015
EZ Wheel USA 2010 - 2013
Army National Guard 2004 - 2012
Harvest Fund Advisors LLC January 2006 - November 2007
Urdang Securities Management 2002 - 2004
Bank of America June 2001 - August 2001
Skills
Private Equity, Strategic Planning, Event Planning, Project Management, Corporate Branding, Operational Strategy, Asset Allocation, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Investment Management, Investment Advisory, Alternative Investments, Investment Strategies, Employee Training, Reconnaissance, Military Operations, Inventory Planning, Supplier Negotiation, Analytic Problem Solving, Marketing Strategy, Marketing Management, Entrepreneurship, Organizational..., Alternative Dispute..., Contract Negotiation, Lease Negotiations, Valuation, Equities, Hedge Funds, Investments, Start-ups
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Economics
Infantry Captain's Career Course 2009 — 2010
Certificate, Company Command & Battalion Mission Planning
Lakeside High School 1994 — 1998
HS Diploma
Marcus & Millichap August 2015 - Present
Cobalt Ridge Capital LLC 2009 - August 2015
EZ Wheel USA 2010 - 2013
Army National Guard 2004 - 2012
Harvest Fund Advisors LLC January 2006 - November 2007
Urdang Securities Management 2002 - 2004
Bank of America June 2001 - August 2001
Skills
Private Equity, Strategic Planning, Event Planning, Project Management, Corporate Branding, Operational Strategy, Asset Allocation, Asset Management, Portfolio Management, Financial Analysis, Financial Modeling, Investment Management, Investment Advisory, Alternative Investments, Investment Strategies, Employee Training, Reconnaissance, Military Operations, Inventory Planning, Supplier Negotiation, Analytic Problem Solving, Marketing Strategy, Marketing Management, Entrepreneurship, Organizational..., Alternative Dispute..., Contract Negotiation, Lease Negotiations, Valuation, Equities, Hedge Funds, Investments, Start-ups
Education
University of Pennsylvania 1998 — 2002
Bachelor of Arts (B.A.), Economics
Infantry Captain's Career Course 2009 — 2010
Certificate, Company Command & Battalion Mission Planning
Lakeside High School 1994 — 1998
HS Diploma
Jeff Dybas's Bank of America Experience September 2010 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2010 - Present
Anglo Irish Bank 2005 - 2010
Marathon Asset Management 2004 - 2005
Bankers Trust/Deutsche Bank 1997 - 2004
Arthur Andersen 1992 - 1995
Delta Associates 1991 - 1992
Skills
Series 7, 79, and 63, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Virginia 1987 — 1991
BA, International Relations
Bank of America September 2010 - Present
Anglo Irish Bank 2005 - 2010
Marathon Asset Management 2004 - 2005
Bankers Trust/Deutsche Bank 1997 - 2004
Arthur Andersen 1992 - 1995
Delta Associates 1991 - 1992
Skills
Series 7, 79, and 63, Commercial Real Estate
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Virginia 1987 — 1991
BA, International Relations
Ken At's Bank of America Experience June 1995 - Present
Job Senior Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 1995 - Present
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Bank of America June 1995 - Present
Education
University of Pennsylvania - The Wharton School 1993 — 1996
Ann Diggins's Bank of America Experience December 2005 - October 2006
Job Controls Officer Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase June 2014 - Present
JPMorgan Chase October 2011 - June 2014
JPMorgan October 2006 - October 2011
Bank of America December 2005 - October 2006
MBNA January 2000 - December 2005
Skills
Vendor Management, Project Management, SDLC, Management, Program Management, Business Development, Financial Services, Risk Management, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Requirements Gathering, Banking, Visio, Business Process..., Credit Cards, Agile Methodologies
Education
University of Pennsylvania - The Wharton School 1987 — 1991
JPMorgan Chase June 2014 - Present
JPMorgan Chase October 2011 - June 2014
JPMorgan October 2006 - October 2011
Bank of America December 2005 - October 2006
MBNA January 2000 - December 2005
Skills
Vendor Management, Project Management, SDLC, Management, Program Management, Business Development, Financial Services, Risk Management, Business Analysis, Requirements Analysis, Process Improvement, Software Project..., Requirements Gathering, Banking, Visio, Business Process..., Credit Cards, Agile Methodologies
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Wijay Asirwatham's Bank of America Experience 1999 - 2008
Job Director at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters 2008 - Present
Bank of America 1999 - 2008
BankBoston September 1996 - October 1999
Bank of Montreal August 1994 - August 1996
Citi Group June 1990 - August 1994
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Thomson Reuters 2008 - Present
Bank of America 1999 - 2008
BankBoston September 1996 - October 1999
Bank of Montreal August 1994 - August 1996
Citi Group June 1990 - August 1994
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Shernese Woodbine's Bank of America Experience 2011 - March 2012
Job Vice President and Assistant General Counsel at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2014 - Present
JPMorgan Chase July 2013 - Present
Cenlar FSB March 2012 - June 2013
Bank of America 2011 - March 2012
Solo Practitioner August 2010 - November 2011
Tucker Law Group January 2009 - December 2010
Fox School of Business at Temple University January 2009 - May 2010
Buchanan Ingersoll & Rooney PC 2003 - 2008
United States District Court for the Southern District of Florida 2002 - 2002
Skills
Litigation, Business, Compliance, Foreclosures, FHLMC, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Default, Banking, REO, LPS, Vendor Management, Bankruptcy, Chapter 7 & 13, Chapter 11, Loss Mitigation, FDCPA, RESPA, TILA, HMDA, HOEPA, FCRA, UDAP, Dodd-Frank, Case Managment, Internal Audit, Analysis, Trial Practice, Collaboration, Management, Real Estate Transactions, Financial Transactions, Mortgage Lending, Finance, Real Estate, Commercial Litigation, Loans, Civil Litigation, Corporate Law, Financial Services
Education
University of Pennsylvania 2000 — 2003
J.D., Law
University of Pennsylvania
JPMorgan Chase March 2014 - Present
JPMorgan Chase July 2013 - Present
Cenlar FSB March 2012 - June 2013
Bank of America 2011 - March 2012
Solo Practitioner August 2010 - November 2011
Tucker Law Group January 2009 - December 2010
Fox School of Business at Temple University January 2009 - May 2010
Buchanan Ingersoll & Rooney PC 2003 - 2008
United States District Court for the Southern District of Florida 2002 - 2002
Skills
Litigation, Business, Compliance, Foreclosures, FHLMC, Mortgage Banking, Residential Mortgages, Commercial Mortgages, Mortgage Servicing, Default, Banking, REO, LPS, Vendor Management, Bankruptcy, Chapter 7 & 13, Chapter 11, Loss Mitigation, FDCPA, RESPA, TILA, HMDA, HOEPA, FCRA, UDAP, Dodd-Frank, Case Managment, Internal Audit, Analysis, Trial Practice, Collaboration, Management, Real Estate Transactions, Financial Transactions, Mortgage Lending, Finance, Real Estate, Commercial Litigation, Loans, Civil Litigation, Corporate Law, Financial Services
Education
University of Pennsylvania 2000 — 2003
J.D., Law
University of Pennsylvania
Andrew Nissenbaum's Bank of America Experience 2005 - 2007
Job Founder and CEO at Disaster TV
Industry Internet
Experience
Disaster TV April 2010 - Present
Give TV March 2011 - December 2013
Bank of America 2005 - 2007
Bank of England MPC September 1999 - September 2000
Deutsche Bank January 1999 - December 1999
Hypothesis Macrofund July 1997 - December 1998
Steinhardt Management January 1997 - June 1997
Soros Fund Management October 1996 - February 1997
UBS Investment Bank January 1996 - October 1996
The Wharton School December 1994 - May 1996
Skills
Options, Financial Markets, Trading, Entrepreneurship, Investments, Hedge Funds, Finance, Management, Marketing, Bloomberg, Training, Venture Capital, Start-ups, Mergers & Acquisitions, Equities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BSc Economics, Finance and Statistics
Disaster TV April 2010 - Present
Give TV March 2011 - December 2013
Bank of America 2005 - 2007
Bank of England MPC September 1999 - September 2000
Deutsche Bank January 1999 - December 1999
Hypothesis Macrofund July 1997 - December 1998
Steinhardt Management January 1997 - June 1997
Soros Fund Management October 1996 - February 1997
UBS Investment Bank January 1996 - October 1996
The Wharton School December 1994 - May 1996
Skills
Options, Financial Markets, Trading, Entrepreneurship, Investments, Hedge Funds, Finance, Management, Marketing, Bloomberg, Training, Venture Capital, Start-ups, Mergers & Acquisitions, Equities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BSc Economics, Finance and Statistics
Glenda Steel's Bank of America Experience 1978 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of America 1978 - 2004
Skills
Change Management, Strategic Planning, Microsoft Office, Editing, Customer Service, Project Management, Public Speaking, Analysis, Budgets, Leadership, Public Relations, Marketing, Microsoft Excel, Negotiation, Training, Program Management, Market Research, Event Planning, Nonprofits, Fundraising
Education
University of Pennsylvania - The Wharton School 1977 — 1978
Wellesley College 1971 — 1975
B.A., Economics
Bank of America 1978 - 2004
Skills
Change Management, Strategic Planning, Microsoft Office, Editing, Customer Service, Project Management, Public Speaking, Analysis, Budgets, Leadership, Public Relations, Marketing, Microsoft Excel, Negotiation, Training, Program Management, Market Research, Event Planning, Nonprofits, Fundraising
Education
University of Pennsylvania - The Wharton School 1977 — 1978
Wellesley College 1971 — 1975
B.A., Economics
Ed Ballard's Bank of America Experience 2006 - 2006
Job OwnerChrysalis Computer Services Specializing in Cisco Networking and Systems Administration
Industry Information Technology and Services
Experience
! Ausdrucksstark - 2011 - 2011
Chrysalis Computer Services 2006 - 2011
Pep Boys 2007 - 2008
Bank of America 2006 - 2006
Alpha Shirt Company 1997 - 2005
Education
University of Pennsylvania - The Wharton School 1982 — 1990
! Ausdrucksstark - 2011 - 2011
Chrysalis Computer Services 2006 - 2011
Pep Boys 2007 - 2008
Bank of America 2006 - 2006
Alpha Shirt Company 1997 - 2005
Education
University of Pennsylvania - The Wharton School 1982 — 1990
Steve Swatsek's Bank of America Experience July 2008 - Present
Job Managing Director, Corporate Investments Group at Bank of America
Industry Financial Services
Experience
Bank of America July 2008 - Present
Bank of America October 1997 - June 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1995
Bank of America July 2008 - Present
Bank of America October 1997 - June 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1995
David Sobul's Bank of America Experience July 2008 - Present
Job Assistant General Counsel at Bank of America
Industry Legal Services
Experience
Bank of America July 2008 - Present
Countrywide Mortgage July 2005 - June 2008
Education
University of Pennsylvania Law School 1989 — 1992
J.D., Law
Whitman College 1985 — 1988
Bank of America July 2008 - Present
Countrywide Mortgage July 2005 - June 2008
Education
University of Pennsylvania Law School 1989 — 1992
J.D., Law
Whitman College 1985 — 1988
Durbin Vido's Bank of America Experience 1993 - 2003
Job Managing Director & Senior Vice President at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank March 2014 - Present
PNC Wealth Management March 2003 - March 2014
Bank of America 1993 - 2003
US Bank 1989 - 1993
Skills
Wealth Management, Investment Management, Portfolio Management, Asset Management, Investment Strategies, Alternative Investments, Investments, Banking, Investment Advisory, Loans, Executive Management, Team Building, Asset Managment, Bonds, High Net Worth..., Retirement Planning, Wealth Management..., Series 63, Private Banking, Series 65, Financial Advisory, Strategic Financial..., Relationship Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate, Executive Development Program
Xavier University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
BA, Economics
Badin High School
SunTrust Bank March 2014 - Present
PNC Wealth Management March 2003 - March 2014
Bank of America 1993 - 2003
US Bank 1989 - 1993
Skills
Wealth Management, Investment Management, Portfolio Management, Asset Management, Investment Strategies, Alternative Investments, Investments, Banking, Investment Advisory, Loans, Executive Management, Team Building, Asset Managment, Bonds, High Net Worth..., Retirement Planning, Wealth Management..., Series 63, Private Banking, Series 65, Financial Advisory, Strategic Financial..., Relationship Management
Education
University of Pennsylvania - The Wharton School 2005 — 2005
Certificate, Executive Development Program
Xavier University 1990 — 1993
MBA, Finance
Vanderbilt University 1984 — 1988
BA, Economics
Badin High School
Omid Shokoufandeh's Bank of America Experience June 2008 - August 2008
Job Analyst at Abington Emerson Capital
Industry Venture Capital & Private Equity
Experience
Abington Emerson Capital August 2013 - Present
Diamond Capital Advisors January 2013 - August 2013
www.spaphile.com August 2010 - January 2013
Bank of America June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Real Estate, Valuation, Risk Management, Corporate Finance, Competitive Analysis, Analysis, Strategy, Investment Banking, Portfolio Management, Investments, Business Planning, Private Equity, Venture Capital, VBA, Capital Markets
Education
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics, Economics
Santa Monica High School 2001 — 2005
GED
Abington Emerson Capital August 2013 - Present
Diamond Capital Advisors January 2013 - August 2013
www.spaphile.com August 2010 - January 2013
Bank of America June 2008 - August 2008
Smith Barney May 2007 - August 2007
Skills
Real Estate, Valuation, Risk Management, Corporate Finance, Competitive Analysis, Analysis, Strategy, Investment Banking, Portfolio Management, Investments, Business Planning, Private Equity, Venture Capital, VBA, Capital Markets
Education
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics, Economics
Santa Monica High School 2001 — 2005
GED
Sam Bennikutty's Bank of America Experience August 2010 - January 2011
Job Head of Operational Risk Americas & EMEA
Industry Financial Services
Experience
Macquarie Group January 2013 - Present
Deloitte August 2011 - December 2012
North American Electric Reliability Corporation October 2011 - January 2012
Ernst & Young December 2004 - January 2012
UBS July 2011 - October 2011
Bank of America August 2010 - January 2011
Ally Financial Inc. August 2010 - January 2011
Barclays Capital February 2010 - May 2010
Morgan Stanley Smith Barney October 2009 - March 2010
Edison Mission Energy July 2008 - February 2009
Skills
Risk Management, Management Consulting, Financial Risk, Enterprise Risk..., IT Strategy, Business Process..., Business Analysis, Financial Services, Business Transformation, PMO, Due Diligence, Governance, Business Process..., SDLC, Enterprise Architecture, Program Management, Capital Markets, Project Portfolio..., Financial Modeling, Business Process Design
Education
University of Pennsylvania - The Wharton School 2009 — 2010
FINRA Institute
Vanderbilt University 1994 — 1998
B. Eng, Engineering
Macquarie Group January 2013 - Present
Deloitte August 2011 - December 2012
North American Electric Reliability Corporation October 2011 - January 2012
Ernst & Young December 2004 - January 2012
UBS July 2011 - October 2011
Bank of America August 2010 - January 2011
Ally Financial Inc. August 2010 - January 2011
Barclays Capital February 2010 - May 2010
Morgan Stanley Smith Barney October 2009 - March 2010
Edison Mission Energy July 2008 - February 2009
Skills
Risk Management, Management Consulting, Financial Risk, Enterprise Risk..., IT Strategy, Business Process..., Business Analysis, Financial Services, Business Transformation, PMO, Due Diligence, Governance, Business Process..., SDLC, Enterprise Architecture, Program Management, Capital Markets, Project Portfolio..., Financial Modeling, Business Process Design
Education
University of Pennsylvania - The Wharton School 2009 — 2010
FINRA Institute
Vanderbilt University 1994 — 1998
B. Eng, Engineering
William Bonsall's Bank of America Experience June 2005 - June 2009
Job Senior Analyst
Industry Investment Management
Experience
Ares Management July 2009 - Present
Bank of America June 2005 - June 2009
Education
University of Pennsylvania 2001 — 2005
Ares Management July 2009 - Present
Bank of America June 2005 - June 2009
Education
University of Pennsylvania 2001 — 2005
Ryan Asato's Bank of America Experience April 2010 - Present
Job Director CLO & MBS Research at Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2010 - Present
Federal Reserve Bank of New York August 2009 - April 2010
Athilon May 2006 - August 2009
JPMorgan April 2000 - April 2006
Merrill Lynch July 1994 - April 2000
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, International Business
University of Pennsylvania 1985 — 1990
Iolani School 1980 — 1985
Bank of America April 2010 - Present
Federal Reserve Bank of New York August 2009 - April 2010
Athilon May 2006 - August 2009
JPMorgan April 2000 - April 2006
Merrill Lynch July 1994 - April 2000
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance, International Business
University of Pennsylvania 1985 — 1990
Iolani School 1980 — 1985
Siddharth Gupta's Bank of America Experience June 2014 - Present
Job Developer at Bank of America
Industry Computer Software
Experience
Bank of America June 2014 - Present
Morgan Stanley March 2013 - June 2014
Knight Capital Group October 2012 - February 2013
Nomura Securities September 2011 - October 2012
Corporate Rewards August 2009 - August 2011
Basecamp Business May 2009 - August 2009
Education
University of Pennsylvania 2007 — 2009
MSE, Computer and Information Science
Guru Nanak Dev Engineering College 2003 — 2007
B.Tech, Information Technology
Sacred Heart Senior Secondary School
Bank of America June 2014 - Present
Morgan Stanley March 2013 - June 2014
Knight Capital Group October 2012 - February 2013
Nomura Securities September 2011 - October 2012
Corporate Rewards August 2009 - August 2011
Basecamp Business May 2009 - August 2009
Education
University of Pennsylvania 2007 — 2009
MSE, Computer and Information Science
Guru Nanak Dev Engineering College 2003 — 2007
B.Tech, Information Technology
Sacred Heart Senior Secondary School
Patrick Kehres Ph.D's Bank of America Experience February 2005 - May 2008
Job Strayer University College of Graduate Studies
Industry Education Management
Experience
Argosy University August 2012 - Present
Strayer University September 2013 - Present
KPK Consulting May 2008 - Present
Montreat College November 2013 - Present
University of Phoenix April 2008 - June 2013
Fashion Institute of Design and Merchandising March 2007 - August 2012
Bank of America February 2005 - May 2008
Citigroup February 1989 - October 2004
US Army - 1st Battalion, 294th Infantry August 1987 - August 1994
US Army - 40th Infantry Divison March 1984 - March 1987
Education
The Wharton School, University of Pennsylvania
PC
University of Phoenix 2009 — 2011
Doctor of Management (DM)
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
University of Phoenix 2001 — 2005
Bachelor of Science (BS)
Argosy University August 2012 - Present
Strayer University September 2013 - Present
KPK Consulting May 2008 - Present
Montreat College November 2013 - Present
University of Phoenix April 2008 - June 2013
Fashion Institute of Design and Merchandising March 2007 - August 2012
Bank of America February 2005 - May 2008
Citigroup February 1989 - October 2004
US Army - 1st Battalion, 294th Infantry August 1987 - August 1994
US Army - 40th Infantry Divison March 1984 - March 1987
Education
The Wharton School, University of Pennsylvania
PC
University of Phoenix 2009 — 2011
Doctor of Management (DM)
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
University of Phoenix 2001 — 2005
Bachelor of Science (BS)
Peter J. Winkelman's Bank of America Experience 1995 - 2000
Job Risk Management | Credit Review | COO
Industry Banking
Experience
Bank of America Mexico June 2011 - September 2014
Bank of America Merrill Lynch January 2004 - July 2011
BancBoston Capital 2002 - 2004
FleetBoston Financial 2000 - 2002
Bank of America 1995 - 2000
Bank of America Asia January 1993 - July 1995
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Credit Risk, Private Equity, Emerging Markets, Latin America, Compliance, Leveraged Finance, Capital Markets, Enterprise Risk..., Operational Risk, Risk Management, Corporate Finance, Financial Analysis, Executive Management, Financial Risk
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS) in Economics, Finance, Decision Sciences
Bank of America Mexico June 2011 - September 2014
Bank of America Merrill Lynch January 2004 - July 2011
BancBoston Capital 2002 - 2004
FleetBoston Financial 2000 - 2002
Bank of America 1995 - 2000
Bank of America Asia January 1993 - July 1995
Skills
Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Portfolio Management, Loan Origination, Credit Risk, Private Equity, Emerging Markets, Latin America, Compliance, Leveraged Finance, Capital Markets, Enterprise Risk..., Operational Risk, Risk Management, Corporate Finance, Financial Analysis, Executive Management, Financial Risk
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS) in Economics, Finance, Decision Sciences
Leah Gologorsky, CFA's Bank of America Experience July 2014 - Present
Job Risk Management Professional
Industry Financial Services
Experience
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Bank of America July 2014 - Present
Santander US July 2013 - June 2014
Morgan Stanley Wealth Management January 2013 - June 2013
Morgan Stanley Wealth Management February 2012 - January 2013
Morgan Stanley June 2008 - January 2012
Lehman Brothers July 2007 - May 2008
Skills
Fixed Income Products, Retail Lending Products, Market Risk Management, Risk Management, Fixed Income, Derivatives, Equities, Capital Markets, Credit, Financial Risk, Market Risk, Wealth Management, Hedge Funds, Enterprise Risk..., Investment Banking, Banking, Financial Modeling, Trading, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2007
B.S., Economics (Concentrations in Finance and Accounting)
Brian Mattioni's Bank of America Experience May 2004 - Present
Job Managing Director Global Markets Compliance
Industry Financial Services
Experience
Bank of America May 2004 - Present
BNY Mellon May 2002 - May 2004
Morgan Stanley May 1997 - May 2002
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance
Bank of America May 2004 - Present
BNY Mellon May 2002 - May 2004
Morgan Stanley May 1997 - May 2002
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Finance
Ted Blake's Bank of America Experience 2010 - March 2012
Job CFO at Teaching Strategies, LLC
Industry Education Management
Experience
Teaching Strategies, LLC April 2012 - Present
Bank of America 2010 - March 2012
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Bank of America 2002 - 2005
Bank of America 2001 - 2002
Bank of America 1995 - 2001
Wells Fargo (Formerly Signet Bank) 1993 - 1995
Wells Fargo (Formerly Signet Bank) 1990 - 1993
Skills
Strategic Planning, Financial Analysis, Financial Management, Mergers, Financial Modeling, Due Diligence, Credit Cards, Banking, Retail Banking, Securitization, Business Strategy, Commercial Lending, Commercial Banking, Consumer Lending, Payments, Valuation, Process Engineering, Divestitures, Analytics, Credit Risk, Risk, Strategy, Financial Services, Mergers & Acquisitions, Risk Management, Finance, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, International Finance
CHS
Teaching Strategies, LLC April 2012 - Present
Bank of America 2010 - March 2012
Bank of America 2008 - 2010
Bank of America 2006 - 2008
Bank of America 2005 - 2006
Bank of America 2002 - 2005
Bank of America 2001 - 2002
Bank of America 1995 - 2001
Wells Fargo (Formerly Signet Bank) 1993 - 1995
Wells Fargo (Formerly Signet Bank) 1990 - 1993
Skills
Strategic Planning, Financial Analysis, Financial Management, Mergers, Financial Modeling, Due Diligence, Credit Cards, Banking, Retail Banking, Securitization, Business Strategy, Commercial Lending, Commercial Banking, Consumer Lending, Payments, Valuation, Process Engineering, Divestitures, Analytics, Credit Risk, Risk, Strategy, Financial Services, Mergers & Acquisitions, Risk Management, Finance, Portfolio Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BS, International Finance
CHS
Bill LePard's Bank of America Experience 1980 - 2007
Job Derivatives Hedging Consulting & Advosory
Industry Financial Services
Experience
Commonwealth Foreign Exchange September 2013 - September 2014
PMC Treasury June 2007 - July 2013
Bank of America 1980 - 2007
Skills
Derivatives, Capital Markets, Foreign Exchange
Education
University of Pennsylvania - The Wharton School 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Virginia 1970 — 1974
Commonwealth Foreign Exchange September 2013 - September 2014
PMC Treasury June 2007 - July 2013
Bank of America 1980 - 2007
Skills
Derivatives, Capital Markets, Foreign Exchange
Education
University of Pennsylvania - The Wharton School 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Virginia 1970 — 1974
Michael Cerullo's Bank of America Experience 2003 - 2005
Job Managing Director at American Capital
Industry Banking
Experience
American Capital December 2005 - Present
Bank of America 2003 - 2005
Fleet Bank 1996 - 2002
NatWest 1988 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, LBO, Mergers & Acquisitions, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1984 — 1988
BS and BA, Economics and Political Science
American Capital December 2005 - Present
Bank of America 2003 - 2005
Fleet Bank 1996 - 2002
NatWest 1988 - 1996
Skills
Leveraged Finance, Financial Modeling, Corporate Finance, LBO, Mergers & Acquisitions, Financial Structuring
Education
New York University - Leonard N. Stern School of Business 2002 — 2006
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1984 — 1988
BS and BA, Economics and Political Science
Jo Floyd's Bank of America Experience 1984 - 1993
Job President/Principal Consultant at Floyd Financial Associates
Industry Management Consulting
Experience
Floyd Financial Associates September 1994 - Present
Friends of Ethnic Art 2008 - June 2012
Bank of America 1984 - 1993
Skills
Analytics/Research, Business Communications, Flexibility/Adaptability, Computer literate in..., Results driven leader..., Innovative and..., Proven..., Analysis, Program Management, Risk Assessment, Salesforce.com, Change Management, Planning, Alignment, Business Continuity, Risk Mitigation, Compliance Management, Management Consulting, Business Strategy, Project Planning, Business Alignment, Mergers & Acquisitions, Executive Management, Project Portfolio...
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Healthcare, Marketing
University of Washington
B.A., Sociology, Mathematics, Biology
University of Wisconsin-Madison
M.S., Demography (Population Statistics)
Floyd Financial Associates September 1994 - Present
Friends of Ethnic Art 2008 - June 2012
Bank of America 1984 - 1993
Skills
Analytics/Research, Business Communications, Flexibility/Adaptability, Computer literate in..., Results driven leader..., Innovative and..., Proven..., Analysis, Program Management, Risk Assessment, Salesforce.com, Change Management, Planning, Alignment, Business Continuity, Risk Mitigation, Compliance Management, Management Consulting, Business Strategy, Project Planning, Business Alignment, Mergers & Acquisitions, Executive Management, Project Portfolio...
Education
University of Pennsylvania - The Wharton School 1980 — 1982
MBA, Healthcare, Marketing
University of Washington
B.A., Sociology, Mathematics, Biology
University of Wisconsin-Madison
M.S., Demography (Population Statistics)
Edward B Cloak's Bank of America Experience 1986 - 2014
Job VP Bank of America Global Trade Miami
Industry International Trade and Development
Experience
Bank of America 1986 - 2014
Barnett Bank 1986 - 1994
Provident National Bank/PNC International Bank 1981 - 1986
First Pennsylvania Bank 1966 - 1981
Skills
Letters of Credit, AML, Trade Finance, Anti Money Laundering, Credit Analysis, Corporate Finance, Credit, Portfolio Management
Education
University of Pennsylvania - The Wharton School
BBA, Marketing & Management
Bank of America 1986 - 2014
Barnett Bank 1986 - 1994
Provident National Bank/PNC International Bank 1981 - 1986
First Pennsylvania Bank 1966 - 1981
Skills
Letters of Credit, AML, Trade Finance, Anti Money Laundering, Credit Analysis, Corporate Finance, Credit, Portfolio Management
Education
University of Pennsylvania - The Wharton School
BBA, Marketing & Management
Dawn Melchiorre - Connell's Bank of America Experience October 2005 - March 2008
Job Operational Risk Management
Industry Banking
Experience
Dawn Connell's Household March 2008 - Present
Bank of America October 2005 - March 2008
Wachovia Bank September 2002 - September 2005
Deutsche Bank June 2001 - August 2002
Deloitte & Touche December 1998 - May 2001
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Banking, Enterprise Risk..., Basel II, Governance, Capital Markets, Business Process..., Risk Assessment, Strategy, Financial Services, Retail Banking, Analysis, Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Marketing and Operations, Process, and Information Management
Dawn Connell's Household March 2008 - Present
Bank of America October 2005 - March 2008
Wachovia Bank September 2002 - September 2005
Deutsche Bank June 2001 - August 2002
Deloitte & Touche December 1998 - May 2001
Skills
Operational Risk, Operational Risk..., Risk Management, Financial Risk, Banking, Enterprise Risk..., Basel II, Governance, Capital Markets, Business Process..., Risk Assessment, Strategy, Financial Services, Retail Banking, Analysis, Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BSE, Marketing and Operations, Process, and Information Management
Valerie Wang's Bank of America Experience January 2009 - April 2010
Job Global Business Manager for Risk Management at CLS Group.
Industry Financial Services
Experience
CLS Group. November 2013 - Present
Morgan Stanley May 2012 - November 2013
Morgan Stanley April 2010 - May 2012
Bank of America January 2009 - April 2010
Merrill Lynch January 2003 - January 2009
Skills
Market Risk, Stress Testing, Risk Management, Project Management, Portfolio Management, Bloomberg, Credit Derivatives, Credit Risk, Financial Risk, Trading Systems, Enterprise Risk..., Banking, Financial Analysis, Swaps, Hedging, MBS, Quantitative Analytics, Risk Analysis, Options, FX Options, Portfolio Optimization
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Economics
CLS Group. November 2013 - Present
Morgan Stanley May 2012 - November 2013
Morgan Stanley April 2010 - May 2012
Bank of America January 2009 - April 2010
Merrill Lynch January 2003 - January 2009
Skills
Market Risk, Stress Testing, Risk Management, Project Management, Portfolio Management, Bloomberg, Credit Derivatives, Credit Risk, Financial Risk, Trading Systems, Enterprise Risk..., Banking, Financial Analysis, Swaps, Hedging, MBS, Quantitative Analytics, Risk Analysis, Options, FX Options, Portfolio Optimization
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (B.S.), Economics
Lori Noesges's Bank of America Experience November 2011 - Present
Job SVP Image and Transaction Services Executive at Bank of America
Industry Banking
Experience
Bank of America November 2011 - Present
Bank of America September 2010 - November 2011
Bank of America February 2009 - September 2010
Bank of America September 2006 - February 2009
Skills
Operations Management, Treasury Management, Treasury Services, Commercial Banking, Retail Banking, Business Strategy, Lockbox, Process Improvement, Six Sigma, Credit, Credit Cards, Core Banking, Risk Management, Consumer Lending, Operational Risk..., Cash Management, Operational Risk, Loans, Outsourcing, Banking Operations, Compliance, Data Analysis, Change Management, Customer Service, Leadership, Program Management, Strategy, Banking, Vendor Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education
George Williams College 1979 — 1982
BS, Managment Studies
Bank of America November 2011 - Present
Bank of America September 2010 - November 2011
Bank of America February 2009 - September 2010
Bank of America September 2006 - February 2009
Skills
Operations Management, Treasury Management, Treasury Services, Commercial Banking, Retail Banking, Business Strategy, Lockbox, Process Improvement, Six Sigma, Credit, Credit Cards, Core Banking, Risk Management, Consumer Lending, Operational Risk..., Cash Management, Operational Risk, Loans, Outsourcing, Banking Operations, Compliance, Data Analysis, Change Management, Customer Service, Leadership, Program Management, Strategy, Banking, Vendor Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Executive Education
George Williams College 1979 — 1982
BS, Managment Studies
Matthew Mildenberg's Bank of America Experience October 2013 - Present
Job Analyst at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Bank of America June 2012 - October 2013
Skills
Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Economics - Finance Concentration
Bank of America October 2013 - Present
Bank of America June 2012 - October 2013
Skills
Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Economics - Finance Concentration
Traci Marabella Evans's Bank of America Experience August 2006 - July 2007
Job Conscious Business Entrepreneur
Industry Health, Wellness and Fitness
Experience
Traci Evans February 2013 - Present
Demandforce June 2011 - July 2012
Stryker Endoscopy January 2010 - February 2011
Daiichi Sankyo, Inc July 2007 - December 2009
Bank of America August 2006 - July 2007
Bank of America August 2005 - August 2006
Bank of America Securities December 2004 - August 2005
Skadden, Arps May 2002 - December 2004
Skills
Sales, New Business Development, Sales Operations, Salesforce.com, Strategic Partnerships, Sales Presentations, Marketing, Cold Calling, Leadership, Account Management, Product Marketing, Competitive Analysis, Market Research, CRM, Customer Retention
Education
University of Pennsylvania 1998 — 2002
B.A, Political Science
William Penn Charter High School 1994 — 1998
Traci Evans February 2013 - Present
Demandforce June 2011 - July 2012
Stryker Endoscopy January 2010 - February 2011
Daiichi Sankyo, Inc July 2007 - December 2009
Bank of America August 2006 - July 2007
Bank of America August 2005 - August 2006
Bank of America Securities December 2004 - August 2005
Skadden, Arps May 2002 - December 2004
Skills
Sales, New Business Development, Sales Operations, Salesforce.com, Strategic Partnerships, Sales Presentations, Marketing, Cold Calling, Leadership, Account Management, Product Marketing, Competitive Analysis, Market Research, CRM, Customer Retention
Education
University of Pennsylvania 1998 — 2002
B.A, Political Science
William Penn Charter High School 1994 — 1998
Rich Baskins's Bank of America Experience March 2009 - Present
Job Banking Professional
Industry Banking
Experience
Bank of America March 2009 - Present
Education
University of Pennsylvania
Bank of America March 2009 - Present
Education
University of Pennsylvania
Charles Brummell's Bank of America Experience 1976 - 2001
Job President,Lupus Society of Illinois
Industry Nonprofit Organization Management
Experience
Lupus Society of Illinois April 2010 - Present
Union League Club of Chicago 1986 - Present
State Farm Bank January 2007 - April 2015
Fox Court Associates,LLC September 2002 - April 2010
Bank of America 1976 - 2001
Skills
Fundraising, Management, Strategic Planning, Nonprofits, Investments, Commercial Banking, Public Speaking, Leadership Development, Strategic Financial..., Non-profits, Financial Analysis, Start-ups, Strategy, Leadership, Entrepreneurship, Management Consulting
Education
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Accounting
Lupus Society of Illinois April 2010 - Present
Union League Club of Chicago 1986 - Present
State Farm Bank January 2007 - April 2015
Fox Court Associates,LLC September 2002 - April 2010
Bank of America 1976 - 2001
Skills
Fundraising, Management, Strategic Planning, Nonprofits, Investments, Commercial Banking, Public Speaking, Leadership Development, Strategic Financial..., Non-profits, Financial Analysis, Start-ups, Strategy, Leadership, Entrepreneurship, Management Consulting
Education
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Accounting
Felix L Santiago's Bank of America Experience November 2001 - Present
Job VP Direct Marketing Sales Support Servicing & Communication, Bank of America
Industry Financial Services
Experience
Bank of America November 2001 - Present
Skills
Analytics, Direct Marketing, Marketing, Segmentation, Strategy, Marketing Strategy, Financial Services, Credit Cards, Product Management, Competitive Analysis, Banking, Customer Acquisition
Education
University of Pennsylvania - The Wharton School 2014 — 2014
coursera.org/verify/ZFRQ2WLKTA, Introduction to Marketing
Bank of America November 2001 - Present
Skills
Analytics, Direct Marketing, Marketing, Segmentation, Strategy, Marketing Strategy, Financial Services, Credit Cards, Product Management, Competitive Analysis, Banking, Customer Acquisition
Education
University of Pennsylvania - The Wharton School 2014 — 2014
coursera.org/verify/ZFRQ2WLKTA, Introduction to Marketing
Isaac Taylor's Bank of America Experience November 2012 - Present
Job Director, Global Corporate & Investment Bank at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
J.P. Morgan June 2010 - November 2012
GMAC January 2009 - June 2010
Citi 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Credit, Credit Risk, Strategic Financial..., Corporate Finance, Finance, Banking, Valuation, Bloomberg, Capital Markets, Fixed Income, Derivatives, Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Renaissance High School 1998 — 2002
Bank of America November 2012 - Present
J.P. Morgan June 2010 - November 2012
GMAC January 2009 - June 2010
Citi 2006 - 2008
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Credit, Credit Risk, Strategic Financial..., Corporate Finance, Finance, Banking, Valuation, Bloomberg, Capital Markets, Fixed Income, Derivatives, Investment Banking
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (B.S.), Finance & Marketing
Renaissance High School 1998 — 2002
Whit McDowell's Bank of America Experience Managing DirectorBanc of America Securities1985 - Present
Job Managing Director at Bank of America
Industry Banking
Experience
Bank of America Managing DirectorBanc of America Securities1985 - Present
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Wake Forest University 1971 — 1973
BBA, Accounting
Bank of America Managing DirectorBanc of America Securities1985 - Present
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Wake Forest University 1971 — 1973
BBA, Accounting
Otealia Thomas's Bank of America Experience November 2006 - Present
Job Asst VP Strategic Pricing Analyst, Exp. Bus Analyst, Pjct Mgr, App Developer at Bank of America/Indep Ins Producer
Industry Banking
Experience
Independent Insurance Producer November 2012 - Present
Bank of America November 2006 - Present
Collabera Inc. November 2006 - November 2008
Allegheny East Conference July 2000 - September 2006
Skills
Business Analysis, Access, SDLC, Banking, Process Improvement, SAS, Software Project..., Team Leadership, Credit, Systems Analysis, MS Project, Accounting, Change Management, Financial Analysis, SQL, Unix, DB2, Data Mining, Credit Cards, Production Support, Requirements Gathering, Compliance, Human Resources, Marketing Strategy, COBOL, CICS, Manufacturing, Data Management, Release Management, Mainframe, Data Warehousing, MVS, IBM Mainframe, JCL, Informatics, Corporate Finance, Excel, Customer Analytics, Documentation, Clinical Data Management, Oracle Clinical, Focus, Predictive Analytics, Predictive Modeling, Customer Segmentation..., Strategy Analytics, Risk Management, Financial Services, Business Strategy, Analysis
Education
University of Pennsylvania
Independent Insurance Producer November 2012 - Present
Bank of America November 2006 - Present
Collabera Inc. November 2006 - November 2008
Allegheny East Conference July 2000 - September 2006
Skills
Business Analysis, Access, SDLC, Banking, Process Improvement, SAS, Software Project..., Team Leadership, Credit, Systems Analysis, MS Project, Accounting, Change Management, Financial Analysis, SQL, Unix, DB2, Data Mining, Credit Cards, Production Support, Requirements Gathering, Compliance, Human Resources, Marketing Strategy, COBOL, CICS, Manufacturing, Data Management, Release Management, Mainframe, Data Warehousing, MVS, IBM Mainframe, JCL, Informatics, Corporate Finance, Excel, Customer Analytics, Documentation, Clinical Data Management, Oracle Clinical, Focus, Predictive Analytics, Predictive Modeling, Customer Segmentation..., Strategy Analytics, Risk Management, Financial Services, Business Strategy, Analysis
Education
University of Pennsylvania
Donald Heinmiller's Bank of America Experience 1984 - 1985
Job Senior Program Analyst at UNM Medical Group, Inc.
Industry Hospital & Health Care
Experience
UNM Medical Group, Inc. October 2014 - Present
UNM Hospitals May 2012 - October 2014
UNM Hospitals May 2009 - May 2012
Heinmiller Software Associates 1985 - 2002
ISymmetrics, Inc 1998 - 2000
Bank of America 1984 - 1985
Searle Pharmaceutical Group 1983 - 1984
Searle Pharmaceutical Group 1982 - 1983
Skills
Visual Studio .Net 2010, Microsoft SQL Server..., Microsoft Office 2010..., Adobe Acrobat X Pro, Crystal Reports 2008, Visual Basic .Net 2010, Java, JavaScript, MySQL, Crystal Reports, Visual Studio, Systems Analysis, Software Documentation, Access, Software Engineering, Analysis, Testing, Software Development, Database Design, Databases, SQL, Microsoft SQL Server, Adobe Acrobat, Documentation, Data Warehousing
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Information Technology, 3.99 GPA
UNM Medical Group, Inc. October 2014 - Present
UNM Hospitals May 2012 - October 2014
UNM Hospitals May 2009 - May 2012
Heinmiller Software Associates 1985 - 2002
ISymmetrics, Inc 1998 - 2000
Bank of America 1984 - 1985
Searle Pharmaceutical Group 1983 - 1984
Searle Pharmaceutical Group 1982 - 1983
Skills
Visual Studio .Net 2010, Microsoft SQL Server..., Microsoft Office 2010..., Adobe Acrobat X Pro, Crystal Reports 2008, Visual Basic .Net 2010, Java, JavaScript, MySQL, Crystal Reports, Visual Studio, Systems Analysis, Software Documentation, Access, Software Engineering, Analysis, Testing, Software Development, Database Design, Databases, SQL, Microsoft SQL Server, Adobe Acrobat, Documentation, Data Warehousing
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Information Technology, 3.99 GPA
Kenneth A. Bacon's Bank of America Experience June 1995 - March 2012
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America June 1995 - March 2012
MBNA 1995 - 2010
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BA, Accounting
Bank of America June 1995 - March 2012
MBNA 1995 - 2010
Education
University of Pennsylvania - The Wharton School 1992 — 1996
BA, Accounting
Megan Dayno's Bank of America Experience June 2008 - August 2008
Job Associate Consultant at ZS Associates
Industry Management Consulting
Experience
ZS Associates September 2013 - Present
Bryn Mawr College Postbaccalaureate Premedical Program May 2012 - June 2013
ZS Associates July 2011 - May 2012
ZS Associates July 2009 - June 2011
Bank of America June 2008 - August 2008
Allstate June 2007 - August 2007
Office of US Congressman Rahm Emanuel June 2006 - August 2006
Skills
Change Management, Market Entry, Analytics
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Management, Marketing
ZS Associates September 2013 - Present
Bryn Mawr College Postbaccalaureate Premedical Program May 2012 - June 2013
ZS Associates July 2011 - May 2012
ZS Associates July 2009 - June 2011
Bank of America June 2008 - August 2008
Allstate June 2007 - August 2007
Office of US Congressman Rahm Emanuel June 2006 - August 2006
Skills
Change Management, Market Entry, Analytics
Education
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Management, Marketing
Richard Breslow's Bank of America Experience 1996 - 2002
Job CIO at EQA Partners
Industry Financial Services
Experience
EQA Partners October 2006 - Present
WestLB 2003 - 2006
Bank of America 1996 - 2002
Goldman Sachs August 1993 - September 1996
Skills
Equities, Portfolio Management, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Capital Markets, FX Options, Trading, Hedge Funds, Trading Strategies, Financial Risk, FX trading, Foreign Exchange, Risk Management
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA, Finance
EQA Partners October 2006 - Present
WestLB 2003 - 2006
Bank of America 1996 - 2002
Goldman Sachs August 1993 - September 1996
Skills
Equities, Portfolio Management, Electronic Trading, Derivatives, Trading Systems, Fixed Income, Capital Markets, FX Options, Trading, Hedge Funds, Trading Strategies, Financial Risk, FX trading, Foreign Exchange, Risk Management
Education
University of Pennsylvania - The Wharton School 1980 — 1981
MBA, Finance
Daniel A. Gonzales's Bank of America Experience January 1991 - January 2001
Job Commercial Banker
Industry Financial Services
Experience
Alliance Bank of Arizona July 2015 - Present
Wells Fargo November 2003 - June 2015
Washington Mutual Savings Bank February 2001 - October 2003
Bank of America January 1991 - January 2001
Skills
Commercial Banking, Mortgage Lending, Credit, Relationship Management, Commercial Lending, Portfolio Management, Banking, Cash Flow, Loans, Small Business Lending, Credit Analysis, Financial Analysis, Treasury Management, Loan Origination
Education
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General
Alliance Bank of Arizona July 2015 - Present
Wells Fargo November 2003 - June 2015
Washington Mutual Savings Bank February 2001 - October 2003
Bank of America January 1991 - January 2001
Skills
Commercial Banking, Mortgage Lending, Credit, Relationship Management, Commercial Lending, Portfolio Management, Banking, Cash Flow, Loans, Small Business Lending, Credit Analysis, Financial Analysis, Treasury Management, Loan Origination
Education
University of Phoenix
Bachelor’s Degree, Business Administration and Management, General
Lynn Ziven's Bank of America Experience 1993 - 1999
Job Private & Commercial Banker | Licensed Real Estate Broker
Industry Banking
Experience
Community Bank 2011 - 2012
The Private Bank of California 2010 - 2011
U.S. Bank 2005 - 2010
Northern Trust 1999 - 2005
Bank of America 1993 - 1999
Skills
Private Banking, Commercial Lending, Relationship Management, Commercial Real Estate, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Financial Services, Investments, Management
Education
University of Wisconsin-Madison
Master of Business Administration (MBA), Finance, Investment & Banking
Wharton Business School
Bachelor of Science (BS), Economics
Community Bank 2011 - 2012
The Private Bank of California 2010 - 2011
U.S. Bank 2005 - 2010
Northern Trust 1999 - 2005
Bank of America 1993 - 1999
Skills
Private Banking, Commercial Lending, Relationship Management, Commercial Real Estate, Commercial Banking, Credit, Financial Analysis, Loans, Portfolio Management, Financial Services, Investments, Management
Education
University of Wisconsin-Madison
Master of Business Administration (MBA), Finance, Investment & Banking
Wharton Business School
Bachelor of Science (BS), Economics
Suzanne (Karapetyan) Saurack's Bank of America Experience 1994 - 1996
Job Portfolio Manager at Vanderbilt Avenue Asset Management
Industry Financial Services
Experience
Vanderbilt Avenue Asset Management March 2015 - Present
CirclePoint Asset Management 2007 - 2008
Atlantic Asset Management (Pty) LTD 2005 - 2007
Vanderbilt Capital Advisors 1996 - 2005
Bank of America 1994 - 1996
Skills
Alternative Investments, Asset Management, Bonds, Capital Markets, Equities, Financial Analysis, Fixed Income, Hedge Funds, Investments, Portfolio Management, Structured Products, Bloomberg, Derivatives, Securities, Trading, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS/BA, Economics, Finance, Magna Cum Laude
Vanderbilt Avenue Asset Management March 2015 - Present
CirclePoint Asset Management 2007 - 2008
Atlantic Asset Management (Pty) LTD 2005 - 2007
Vanderbilt Capital Advisors 1996 - 2005
Bank of America 1994 - 1996
Skills
Alternative Investments, Asset Management, Bonds, Capital Markets, Equities, Financial Analysis, Fixed Income, Hedge Funds, Investments, Portfolio Management, Structured Products, Bloomberg, Derivatives, Securities, Trading, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1990 — 1994
BS/BA, Economics, Finance, Magna Cum Laude
Lewis Stein's Bank of America Experience March 2002 - August 2006
Job CEO/Chairman at Nationwide Credit Service, LLC.
Industry Banking
Experience
Nationwide Credit Service, LLC. January 2003 - Present
Bank of America March 2002 - August 2006
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Business
Nationwide Credit Service, LLC. January 2003 - Present
Bank of America March 2002 - August 2006
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Business
Sudipta Ray's Bank of America Experience March 2012 - Present
Job
Industry Financial Services
Experience
Bank of America March 2012 - Present
Skills
SDLC, Derivatives, Fixed Income, Trading Systems, Risk Management, Business Analysis, Software Project..., Credit Risk, Requirements Analysis, Investment Banking, Market Data, Basel II
Education
University of Pennsylvania
BSE
Bank of America March 2012 - Present
Skills
SDLC, Derivatives, Fixed Income, Trading Systems, Risk Management, Business Analysis, Software Project..., Credit Risk, Requirements Analysis, Investment Banking, Market Data, Basel II
Education
University of Pennsylvania
BSE
Patrick Neal's Bank of America Experience 2005 - 2007
Job CoHead of Equity Sales at Wells Fargo
Industry Investment Management
Experience
Wells Fargo CEO/CIOTreePoint Capital ManagementMay 2011 - January 2013
Jefferies & Company 2007 - 2011
Bank of America 2005 - 2007
Susquehanna International Group 2000 - 2005
BNP Cooper Neff Group 1999 - 2000
Skills
Equity Derivatives, Market Making, Equities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Trading, Fixed Income, Hedge Funds, Options, Trading, Trading Systems
Education
University of Pennsylvania 1995 — 1999
BA, Biology, Minor Psychology
Wells Fargo CEO/CIOTreePoint Capital ManagementMay 2011 - January 2013
Jefferies & Company 2007 - 2011
Bank of America 2005 - 2007
Susquehanna International Group 2000 - 2005
BNP Cooper Neff Group 1999 - 2000
Skills
Equity Derivatives, Market Making, Equities, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equity Trading, Fixed Income, Hedge Funds, Options, Trading, Trading Systems
Education
University of Pennsylvania 1995 — 1999
BA, Biology, Minor Psychology
Lianna Hubbell's Bank of America Experience August 1997 - June 1999
Job Business / Finance / Technology
Industry Management Consulting
Experience
Vanguard April 2012 - May 2013
Accenture April 2010 - November 2011
Independent Web Consultant September 2009 - April 2010
United Airlines September 2000 - February 2001
OurHouse.com August 1999 - August 2000
Bank of America August 1997 - June 1999
General Instrument Corporation (now part of Motorola) June 1996 - July 1996
Accenture September 1991 - June 1995
Skills
Management Consulting, Integration
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The University of Chicago 1987 — 1991
BA, Chemistry and Economics
Vanguard April 2012 - May 2013
Accenture April 2010 - November 2011
Independent Web Consultant September 2009 - April 2010
United Airlines September 2000 - February 2001
OurHouse.com August 1999 - August 2000
Bank of America August 1997 - June 1999
General Instrument Corporation (now part of Motorola) June 1996 - July 1996
Accenture September 1991 - June 1995
Skills
Management Consulting, Integration
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The University of Chicago 1987 — 1991
BA, Chemistry and Economics
Narendra Subbanarasimhaiah Shashidhara's Bank of America Experience July 2013 - Present
Job Technology Developer and Analyst at Bank of America Merill Lynch
Industry Computer Software
Experience
Bank of America July 2013 - Present
Wipro Technologies February 2010 - August 2011
Bharat Electronics January 2009 - April 2009
Skills
C++, C, PHP, MySQL, HTML-CSS, SQL, C#, WCF Services, ASP.NET, Java, JavaScript, jQuery, Networking
Education
University of Pennsylvania 2011 — 2013
M.S.Ramaiah Institute of Technology 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Communications
Bank of America July 2013 - Present
Wipro Technologies February 2010 - August 2011
Bharat Electronics January 2009 - April 2009
Skills
C++, C, PHP, MySQL, HTML-CSS, SQL, C#, WCF Services, ASP.NET, Java, JavaScript, jQuery, Networking
Education
University of Pennsylvania 2011 — 2013
M.S.Ramaiah Institute of Technology 2005 — 2009
Bachelor of Engineering (B.E.), Electronics and Communications
Arley Sasson's Bank of America Experience May 2005 - July 2014
Job
Industry Investment Banking
Experience
Deutsche Bank August 2014 - Present
Bank of America May 2005 - July 2014
Skills
Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Derivatives, Equities, Trading, Bonds, Financial Markets, Investments, Financial Modeling, Structured Finance, Credit
Education
Wharton School, University of Pennsylvania
Deutsche Bank August 2014 - Present
Bank of America May 2005 - July 2014
Skills
Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Derivatives, Equities, Trading, Bonds, Financial Markets, Investments, Financial Modeling, Structured Finance, Credit
Education
Wharton School, University of Pennsylvania
Gil Colon's Bank of America Experience April 1982 - November 1999
Job Finding sponsors for Formula 1 and IndyCar teams
Industry Automotive
Experience
Dynamic Motorsports Marketing November 1991 - Present
Sprint July 2001 - February 2003
Bank of America April 1982 - November 1999
Ford Motor Company November 1980 - March 1982
Federal Reserve Bank of New York May 1976 - August 1978
Skills
Banking, Pricing, Parts, Wireless, Motorsports Marketing, Contract Negotiation, Supply Chain Management, Internal Controls, Market Research, Product Management, Asset Management, Entrepreneurship, Venture Capital, Project Planning, Market Analysis, Auditing, Team Leadership, Account Management, Acquisition Integration, ERP, Management, Marketing Strategy, Strategy, Finance, Marketing, New Business Development, Marketing Communications, Automotive, Strategic Planning, Social Media Marketing, Public Relations, Sales
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Colgate University 1972 — 1976
BA Economics cum laude, Economics, 3.3 out of 4.0
Dynamic Motorsports Marketing November 1991 - Present
Sprint July 2001 - February 2003
Bank of America April 1982 - November 1999
Ford Motor Company November 1980 - March 1982
Federal Reserve Bank of New York May 1976 - August 1978
Skills
Banking, Pricing, Parts, Wireless, Motorsports Marketing, Contract Negotiation, Supply Chain Management, Internal Controls, Market Research, Product Management, Asset Management, Entrepreneurship, Venture Capital, Project Planning, Market Analysis, Auditing, Team Leadership, Account Management, Acquisition Integration, ERP, Management, Marketing Strategy, Strategy, Finance, Marketing, New Business Development, Marketing Communications, Automotive, Strategic Planning, Social Media Marketing, Public Relations, Sales
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Colgate University 1972 — 1976
BA Economics cum laude, Economics, 3.3 out of 4.0
Saadat Khan's Bank of America Experience April 2009 - April 2010
Job Consumer Loan Underwriter, Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2013 - Present
J.P. Morgan Chase May 2010 - October 2013
Bank of America April 2009 - April 2010
Skills
Credit, Loans, Mortgage Lending, Underwriting, Credit Analysis, Mortgage Banking, Banking, Loan Origination, Portfolio Management, Credit Risk, Financial Risk, Risk Management
Education
University of Peshawar 1983 — 1985
Master's degree, Economics
Lawrence College, Murree, Pakistan 1969 — 1980
Wells Fargo Home Mortgage November 2013 - Present
J.P. Morgan Chase May 2010 - October 2013
Bank of America April 2009 - April 2010
Skills
Credit, Loans, Mortgage Lending, Underwriting, Credit Analysis, Mortgage Banking, Banking, Loan Origination, Portfolio Management, Credit Risk, Financial Risk, Risk Management
Education
University of Peshawar 1983 — 1985
Master's degree, Economics
Lawrence College, Murree, Pakistan 1969 — 1980
Anina Oliver's Bank of America Experience June 2013 - August 2013
Job Research Assistant at the Leonard Davis Institute of Health Economics
Industry Hospital & Health Care
Experience
iPhone and Android apps June 2011 - Present
Leonard Davis Institute of Health Economics September 2014 - Present
Independence Blue Cross June 2015 - August 2015
Kaiser Permanente May 2014 - August 2014
Bank of America June 2013 - August 2013
Private Tutor August 2011 - July 2013
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Economics
Alameda High School 2009 — 2013
ATDP (Academic Talent Development Program) of U.C. Berkeley’s Graduate School of Education 2006 — 2012
iPhone and Android apps June 2011 - Present
Leonard Davis Institute of Health Economics September 2014 - Present
Independence Blue Cross June 2015 - August 2015
Kaiser Permanente May 2014 - August 2014
Bank of America June 2013 - August 2013
Private Tutor August 2011 - July 2013
Education
University of Pennsylvania - The Wharton School 2013 — 2017
Bachelor of Science (B.S.), Economics
Alameda High School 2009 — 2013
ATDP (Academic Talent Development Program) of U.C. Berkeley’s Graduate School of Education 2006 — 2012
Asher Shah's Bank of America Experience March 2008 - September 2011
Job Teradata Architect/Solution Architect at Maersk Line
Industry Logistics and Supply Chain
Experience
Not Applicable November 2014 - July 2015
Maersk Line July 2013 - October 2014
Merck October 2011 - June 2013
Bank of America March 2008 - September 2011
NYS Department of Tax & Finance July 2005 - March 2008
Bank of America September 1998 - July 2005
Skills
Teradata Data Warehouse, Data Analysis, Physical Data Modeling, Business Analysis, Data Warehousing, Database Administration, ETL, Informatica, Microsoft Office, Microsoft SQL Server, Requirements Analysis, SDLC, SQL, Teradata
Education
University of Peshawar
Not Applicable November 2014 - July 2015
Maersk Line July 2013 - October 2014
Merck October 2011 - June 2013
Bank of America March 2008 - September 2011
NYS Department of Tax & Finance July 2005 - March 2008
Bank of America September 1998 - July 2005
Skills
Teradata Data Warehouse, Data Analysis, Physical Data Modeling, Business Analysis, Data Warehousing, Database Administration, ETL, Informatica, Microsoft Office, Microsoft SQL Server, Requirements Analysis, SDLC, SQL, Teradata
Education
University of Peshawar
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS