Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bank of America Employees
VHDA January 2007 - Present
Wachovia Securities Financial Network August 2005 - January 2007
Bank of America June 2002 - July 2005
Skills
Critical Thinking, Project Management, Oral & Written..., Data Analysis, Investigative Reporting, Research, Annual Reports, Financial Reporting, Lawson General Ledger, Cognos, Compliance, Administrative Office..., Records Management, Report Writing, Training, Organizational..., Data Management, Team Leadership, Financial Services, Collaboration, Database Design
Education
University of Richmond
School of Continuing Studies
Freedom Financial Network January 2015 - Present
San Francisco Professional Career Network April 2013 - Present
Quest Capital Strategies, Inc. 2012 - 2015
SelectQuote Insurance Services 2010 - 2011
JPMorgan Chase 2009 - 2010
Wells Fargo 2004 - 2009
Bank of America 1997 - 2003
Skills
Investments, Portfolio Management, Strategic Financial..., Banking, Mutual Funds, Finance, Investment Advisory, Financial Services, Wealth Management, Financial Advisory, Salesforce.com, Peer-to-peer, Entrepreneurship, Relationship Management, Insurance, Retail Banking, Investment Management, Retirement Planning, Uniform Combined State..., Commercial Lending, Credit, Financial Planning
Education
University of Southern California - Marshall School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance
University of Richmond 1983 — 1987
Bachelor of Arts (BA), Economics
SunTrust Mortgage September 2014 - Present
Bank of America January 2012 - January 2014
Bank of America September 2006 - January 2012
Charter One Mortgage February 2001 - December 2005
Skills
Mortgage Lending, Loans, Credit, Underwriting, Mortgage Banking, Refinance, Residential Mortgages, Mortgage Underwriting, Credit Analysis, Consumer Lending, Banking
Education
University of Richmond 1981 — 1985
Bachelor of Science (BS), Psychology
Northwestern Mutual 2006 - 2014
Bank of America June 2000 - January 2001
People's United Bank January 1998 - May 2000
Bear Stearns February 1996 - May 1997
Education
University of Richmond
Bachelor of Science, BUSINESS ADMINISTRATION
Capital One April 2013 - Present
Capital One August 2010 - April 2013
Capital One February 2001 - August 2010
Bank of America October 1994 - September 2000
Skills
Process Management, Vendor Management, Call Centers, Financial Services, Risk Management, Operations Management, Change Management, Project Management, Agile Methodolgy, Dialer Management, Workforce Management, Real Time Monitoring, IVR, Telephony Support, Business Analysis, Banking, Agile Methodologies, Management, Program Management, Process Improvement
Education
University of Richmond
Bachelor of Arts (B.A.)
Bank of America Merrill Lynch May 2015 - Present
Premier Bank November 2005 - April 2015
Bank of America August 2001 - November 2005
Education
University of Richmond 1999 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Virginia 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Walmart eCommerce August 2014 - Present
PayPal February 2009 - July 2014
Bank of America February 2008 - February 2009
Bank of America - London 2006 - 2008
Bank of America August 2004 - May 2006
Bank of America June 2001 - August 2004
Bank of America January 2000 - May 2001
Bank of America - Predecessor company September 1999 - December 1999
Skills
Talent Management, Performance Management, Human Resources, Organizational..., Leadership Development, Executive Coaching, Financial Services, Management, Leadership, Strategy, Organizational Design, Mergers & Acquisitions, Personnel Management, Process Improvement, Recruiting, Organizational..., Strategic Planning, Team Building, Executive Management, Change Management, Program Management, Talent Acquisition, Cross-functional Team..., Employee Engagement, Vendor Management, Start-ups, Strategic Partnerships, Coaching, Succession Planning, Business Strategy, Analytics
Education
Virginia Tech 1979 — 1982
Bachelors, Finance
University of Richmond
none, Banking certification classes
The College of William and Mary
none, graduate course
Belk March 2014 - Present
Belk May 2012 - March 2014
Bank of America February 2010 - May 2012
Bank of America January 2008 - February 2010
Bank of America May 2006 - January 2008
Bank of America January 2005 - April 2006
Skills
Talent Management, Succession Planning, Process Improvement, Leadership Development, Onboarding, HRIS, Human Resources, Personnel Management, Recruiting, HR Consulting, Career Development, 360 Feedback, Executive Development, Performance Management, Organizational..., Talent Acquisition
Education
University of Richmond 1997 — 2001
BS, Business Administration
University of Richmond - Robins School of Business 1997 — 2001
Bachelor of Business Administration (B.B.A.), Marketing and Management Systems
National Foundation for Credit Counseling July 2014 - Present
Apprisen August 2012 - Present
Apprisen 2012 - 2014
ClearPoint Credit Counseling Solutions August 2000 - June 2012
Friends of Hanover Country Club, LLC 2012 - 2012
Bank of America August 1983 - July 2000
Skills
Banking, Non-profits, Marketing Strategy, Sales Management, Customer Service, Call Center Development, Team Leadership, Budgets, Strategic Planning, Management, Mortgage Lending, Loans, Mortgage Banking, Nonprofits, New Business Development, Credit, Strategy, Leadership, Fundraising, Public Speaking, Consumer Lending, Training, Team Building, Marketing, Coaching, Finance, Credit Analysis, Process Improvement, Entrepreneurship, Financial Analysis, Risk Management, Small Business Lending, Commercial Lending
Education
Virginia Commonwealth University 2009 — 2010
Emerging Non-Profit Leaders Graduate, Non-Profit/Public/Organizational Management
J. Sargeant Reynolds Community College
Associate's degree, Banking, Corporate, Finance, and Securities Law
University of Richmond
Banking, Corporate, Finance, and Securities Law
Millennium Management April 2014 - Present
RBC Capital Markets November 2013 - April 2014
MC Squared Global Investors LLP January 2010 - October 2013
Balyasny Asset Management L.P. January 2009 - December 2009
Bank of America June 2005 - November 2008
Education
University of Richmond 2000 — 2004
McDonogh School 1996 — 2000
HSC Wealth Advisors June 2014 - Present
Northwestern Mutual December 2008 - February 2014
Morgan Stanley Smith Barney May 2005 - December 2008
Bank of America November 2003 - May 2005
SunTrust Investment Services May 1994 - November 2003
SunTrust Bank June 1985 - May 1994
Skills
Wealth Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Services, Strategic Financial..., Series 63, Series 66, Compliance, Investment Operations, Finance, Financial Analysis, Mutual Funds, Life & Health Licenses, Insurance, Series 7
Education
University of Richmond 1990 — 1994
Bachelor's Degree, Humanities and Social Sciences
Central Virginia Community College
Associate's Degree, Banking & Finance
GTECH S.p.A. December 2014 - Present
Summer Infant March 2011 - November 2014
Bank of America June 2010 - March 2011
Skills
Accounting, Forecasting, Inventory Management, Financial Analysis, Microsoft Excel, Physical Inventory, Data Analysis, Cash Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Analysis, Budgets, PowerPoint, Process Improvement, Retail, SAP, Supply Chain Management
Education
University of Rhode Island - College of Business Administration 2002 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Merrill Edge September 2014 - Present
Bank of America June 2013 - October 2014
Blinds To Go 2008 - 2012
Inventory and Stock Clerk August 2006 - July 2008
The Good 5 Cent Cigar September 2004 - May 2006
Skills
Microsoft Office, Data Entry, Management, English & Spanish..., Project Management, Customer Service, Close Attention to..., Analysts, Accounts Receivable
Education
University of Rhode Island - College of Business Administration 2013 — 2016
Master of Business Administration (M.B.A.)
University of Rhode Island - College of Business Administration 2003 — 2008
Bachelor of Science (BS), Business Administration
Modelogic Whilemina May 2014 - Present
Bank Of America September 2014 - April 2015
Modlin Center For The Arts November 2011 - August 2013
Carole Weinstein International Center July 2012 - April 2013
Westhampton College Residence Life August 2010 - September 2011
Manchester Ob/Gyn May 2010 - August 2010
Weinstein Center For Recreation and Wellness September 2009 - May 2010
Skills
Theatre, Microsoft Office, iMovie, Social Networking, Nonprofits, Tessitura, Ticketing, Customer Service, Drama, Ticket Sales, Performing Arts, Non-profits, Word, Singing, Photoshop, Typing
Education
University of Richmond 2009 — 2013
Bachelor of Arts (B.A.), Theatre/Theater
Lloyd C. Bird High School 2005 — 2009
High School Diploma (Advanced Degree), 2009
HHHunt Corporation Community Relations AssistantHHHunt CorporationJuly 2012 - December 2013
Grubb & Ellis October 2011 - August 2012
Volunteer History 1985 - 2011
Virginia Workers' Compensation Commission 2010 - 2010
Bank of America September 1990 - November 2009
Bank of America 1990 - 2009
Glassmasters January 1986 - September 1990
American Historical Foundation January 1984 - January 1986
Skills
Leadership, Event Planning, Public Speaking, Six Sigma, Strategic Planning, Strategic Financial..., Microsoft Office, Project Planning, Project Management, Customer Service
Education
University of Richmond 1979 — 1983
Bachelor of Arts Degree, Journalism
Bank of America October 1985 - April 2012
Bank of America April 1983 - October 1985
Bank of America December 1978 - April 1983
Education
University of Richmond - Robins School of Business
Master of Business Administration (MBA), Accounting/Finance/Banking
Western Kentucky University
BS, Business Administration
BNY Mellon September 2012 - Present
Bank of America February 2009 - September 2012
Bank of America January 2002 - February 2009
Hunton & Williams LLP September 1994 - December 2001
Skills
Structured Finance, Securities Regulation, Banking Law, Securities Offerings, Regulatory Affairs, Mortgage Finance, Capital Markets, Securitization, Regulatory Capital, Liquidity Risk, Stress Testing, Investment Banking, Mortgage Lending, Corporate Law, Funding, Management, Securities
Education
University of Richmond School of Law 1991 — 1994
Doctor of Law (J.D.), Law
Wheaton College (MA) 1988 — 1990
A.B., History
VMI 1986 — 1988
Kaiser Permanente August 2013 - Present
Kforce Inc. June 2012 - August 2013
Bank of America March 2011 - September 2011
Bank of America July 1999 - September 2011
Bank of America January 1995 - June 1999
Skills
Project Management, Process Mapping, Process Design, Change Management, Test Planning, User Acceptance Testing, System Testing, Retail Banking, Deposits, Banking, Business Process..., Process Improvement, Six Sigma, Business Analysis, Project Delivery, Business Process Mapping, Visio, SDLC, Process Engineering, Mergers & Acquisitions, Finance, PMO, Financial Services, Risk Management, Financial Risk, Vendor Management, Portfolio Management, Credit, Analysis, MS Project, Business Intelligence, IT Strategy, Credit Cards, Testing, Business Process, Governance, Payments, Cross-functional Team..., Training, Integration, Project Portfolio..., Business Transformation, Requirements Gathering, Management, Business Requirements, Executive Management, PMP, Relationship Management, Program Management, Strategy
Education
University of Richmond 1984 — 1988
BA, Mathematics
Landscape Structures Inc (LSI) March 2012 - April 2014
Bank of America July 2006 - March 2009
Epicor Software (formerly Platinum Software) January 1989 - January 1996
IBM January 1986 - June 1989
Skills
Strategic Planning, New Business Development, Project Management, Account Management, Customer Service, Channel, Marketing Strategy, Sales, Product Development, Social Media, Microsoft Office, Business Development, Sales Management, Microsoft Excel, PowerPoint, Email Marketing, Microsoft Word, Start-ups, Product Marketing, Team Building, Team Leadership, Leadership
Education
University of Richmond
BA, Ecomonics
Marriott International February 2015 - Present
CapTech June 2013 - Present
Navy Federal Credit Union November 2014 - February 2015
Bank of America July 2013 - October 2014
CapTech January 2012 - June 2013
Ravebox Developers June 2011 - November 2012
University of Richmond August 2010 - August 2010
Children's Technology Workshop June 2010 - August 2010
Skills
Android, Mobile Devices, Access, Social Media, Java, Entrepreneurship, Microsoft Office, MySQL, Spanish, Appian, Mobile Technology, Agile Project Management, JBPM, Experienced Business..., JBoss EAP, RESTful WebServices, French, Portuguese, SoapUI, BPMN
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Wirtschaftsuniversität Wien / WU Wien 2012 — 2012
Energy Guard, Inc August 2008 - Present
Wachovia Securities Financial Network 2006 - 2008
Bank of America 1996 - 2006
Skills
Management, HVAC, Contract Negotiation, Energy Efficiency, Facilities Management, Energy Conservation, Sales Management, Product Development, Building Automation, Budgets, Account Management, Marketing, Real Estate, Sales, Team Building
Education
University of Richmond - Robins School of Business 1996 — 1999
Masters, Finance
Virginia Tech 1980 — 1984
BS, Business Finance & English
Long and Foster Corporate Relocation 1999 - Present
Commonwealth Parenting Center 1990 - 1999
Bank of America 1984 - 1989
Skills
Business Development, Leadership, Management, Marketing, Recruiting, Selling, Contract Negotiation, Strategic Planning, Marketing Research, Organizational..., Employee Relations, Negotiation, Program Management, Human Resources, Performance Management, Sales, Training, Leadership Development, Public Speaking, Real Estate, Team Building, Employee Benefits
Education
University of Richmond 1977 — 1980
Wells Fargo Home Mortgage March 2010 - Present
Bank of America October 2006 - March 2010
The Vanguard Group 2001 - 2006
Education
University of Richmond 1991 — 1995
The Haverford school 1987 — 1991
JLL September 2015 - Present
TIAA-CREF September 2014 - August 2015
Bank of America August 2012 - August 2014
Bank of America March 2006 - November 2011
Bank of America March 2001 - March 2006
KPMG 1998 - 2001
Skills
Financial Analysis, Financial Modeling, Risk Management, Process Improvement, Portfolio Management, Banking, Due Diligence, Analysis, Real Estate, Forecasting, Auditing, Microsoft Excel, Strategic Planning, Management, Corporate Real Estate, Vendor Management, Business Process...
Education
University of Richmond 1994 — 1998
BSBA, Accounting
Capital One September 2012 - Present
Bank of America January 2010 - September 2012
Bank of America November 2006 - December 2010
Bank of America December 1996 - October 2006
Bank of America April 1980 - November 1996
Skills
Six Sigma, Operations Management, Process Improvement, Compliance, Risk Management, Risk Mitigation, Mentoring, Outsourcing, ACH, Finance, Forecasting, Credit, Management, Banking, Portfolio Management, Leadership, Auditing, Loans, Internal Audit, Fraud
Education
Smithdeal Massey 1977 — 1979
Associate, Accounting
University of Richmond
Human Resources Management/Personnel Administration, General
CommunityOne Bank August 2014 - Present
NewBridge Bank December 2012 - August 2014
Southern Community Bank and Trust January 2008 - November 2012
Centex Homes 2005 - 2008
BB&T 2002 - 2005
Bank of America January 1982 - January 2002
Skills
Commercial Real Estate, Credit, Banking, Construction, Negotiation, Due Diligence, Commercial Lending, Land Development, Small Business Lending, Leadership, Project Management, Business Development, Management, Strategic Planning, Team Leadership, Marketing, Finance, Sales, Small Business, Customer Service, Loan Origination, Sales Management, Real Estate
Education
University of Richmond
Bachelor of Arts, Economics
North Carolina Broker
Commonwealth of Virginia December 2014 - Present
Commonwealth of Virginia June 2013 - December 2014
Bank of America May 2012 - June 2013
Bank of America May 2011 - May 2012
Pacific Coast Tans January 2005 - January 2012
Bank of America May 2010 - May 2011
Bank of America October 2009 - May 2010
Sapphire Technologies July 2009 - October 2009
Tek Systems November 2008 - July 2009
Software Enterprises February 2008 - June 2008
Skills
Information Technology, Change Management, Project Management, Operations Management, Integration, Troubleshooting, Account Management, Computer Hardware, Data Center, Security, IT Management, PMP, Team Leadership, Servers, Business Development, Process Improvement, Active Directory, Disaster Recovery, Team Building, Management, Cross-functional Team..., Networking, Business Process, Enterprise Software, Service Delivery, Leadership, Microsoft Exchange, Strategy, Problem Management, Incident Management
Education
Virginia Polytechnic Institute and State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Virginia Polytechnic Institute and State University 2012 — 2014
Master of Science (MS), Management Information Systems, General, 3.7
University of Richmond 2007 — 2012
Bachelor of Applied Science (BASc), Information Systems, 3.9
St Christophers School 1985 — 1999
EMS Performance Improvement Center 2006 - Present
David Bailey Associates 1997 - Present
Guardian Angel Consulting 1995 - Present
Baptist Theological Seminary at Richmond 1999 - 2005
Bank of America 1998 - 1999
Skills
PHP, SQL, Oracle, Databases, SOAP, XML, Web Services, Database Design, Software Documentation, JSON, Mobile Applications, Adobe Creative Suite, ActionScript, HTML 5, Drupal, Captivate, MySQL, ArcGIS, WordPress
Education
University of Richmond 1993 — 1997
Bachelor of Arts, Computer Science, English
Platinum Group Companies LLC & Keller Williams Platinum Group 2014 - Present
Bank of George 2012 - 2014
Bank of Nevada - Western Alliance Bancorp 2005 - 2012
YMCA of Southern Nevada 2002 - 2005
Wells Fargo Bank 1994 - 2001
Bank of America 1989 - 1994
State Street Bank of Boston 1984 - 1989
Skills
Leadership, Real Estate, Strategic Planning, Team Building, New Business Development, Budgets, Management, Executive Management, Business Development, Marketing, Contract Negotiation, Sales, Fundraising, Financial Analysis, Banking, Small Business, Negotiation, Community Development, Small Business Lending, Business Planning, Credit, Property Management, Construction, Successful fundraiser...
Education
University of Rhode Island - College of Business Administration
BS., Business Administration, Management
Navy Federal May 2013 - Present
Atlantic Shore Retirement Community/Greater Atlantic Shores Properties LLC June 2011 - April 2013
PB Consulting LLC February 2008 - June 2011
Wachovia Small Business Capital September 2006 - January 2008
Bank of America 1996 - 2003
Skills
Business Analysis, Franchising, Loans, Negotiation, Mergers, Mergers & Acquisitions, Real Estate, Customer Service, Business Development, Contract Negotiation, New Business Development, Small Business, Sales Management, Coaching, Selling, Start-ups, Marketing Strategy, Marketing, Strategic Planning, Public Speaking, Sales, Management Consulting, Leadership, Budgets, Team Building, Entrepreneurship, Credit, Business Planning, Finance, Banking, Investments, Financial Analysis, Mortgage Lending, Risk Management, Executive Management
Education
University of Richmond - Robins School of Business 1986 — 1988
Harmony Designs LLC January 2012 - Present
Bank of America June 1996 - April 1999
Bank of America 1996 - 1999
Skills
Event Management
Education
University of Richmond - Robins School of Business
MBA, Marketing & Organization Development
Bank of America September 2014 - Present
Santander Bank, N.A. August 2010 - July 2014
Citizens Bank May 2005 - July 2010
Allen Resources, Inc. August 1998 - October 2004
Skills
Loans, Credit, Relationship Management, Credit Risk, Underwriting, Credit Cards, FHA, Financial Services, Financial Analysis, Residential Mortgages, Finance, Sales Management, Marketing
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelors, Marketing
Bishop Hendricken High School 1985 — 1989
Capital One January 2015 - Present
Capital One April 2012 - January 2015
Capital One May 2011 - April 2012
Massage Envy November 2007 - April 2011
Bank of America November 2005 - November 2006
Skills
Customer Service, Leadership, Training, Team Building, Team Leadership, Operations Management, Risk Assessment, Investigation
Education
University of Richmond - Robins School of Business 2014 — 2014
Train the Trainer Certification, Adult and Continuing Education and Teaching
Hillsborough Community College 2007 — 2010
Associate, Criminal Justice Technology
Jeanne D'Arc Credit Union January 2015 - Present
Bank of America 2009 - 2014
Skills
Banking, Mortgage Lending, Credit Analysis, Credit, Financial Analysis
Education
University of Richmond 1985 — 1989
Bachelor’s Degree, Sociology
The Taft School 1983 — 1985
Citizens and Farmers Bank (C&F Bank) August 2015 - Present
Citizens & Farmers Bank (C&F Bank) June 2011 - July 2015
Bank of America November 2008 - June 2011
Bank of America April 2008 - November 2008
Bank of America 2006 - 2008
Capital One June 2002 - November 2005
Capital One August 2000 - June 2002
Skills
Project Management, Leadership Development, Microsoft Office, Visio, Public Speaking, P&L Management, Vision Creation, Inspiration, Behavior Modification, Interview Coaching, Personnel Recruiting, Financial Reporting, Operational Excellence, Process Improvement, Business Strategy, Performance Management, Job Coaching, Management, Personnel Selection, Banking, Customer Service, Recruiting, Strategy, Coaching, Human Resources, Loans, Credit, Training, Sales, Strategic Planning, Call Centers, Branch Management, Small Business Lending, Cross-functional Team..., Portfolio Management, Budgets, Commercial Lending, Consumer Lending, Customer Satisfaction, Branch Banking, Lines Of Credit, Commercial Banking, Mortgage Lending, Loan Origination, Credit Analysis, Mortgage Banking, Home Equity Lines of..., Cross Selling, Risk Management, Leadership
Education
Virginia Commonwealth University 2013 — 2016
Master of Science (MS), Finance, Business
University of Virginia 2013 — 2015
VBA School of Bank Management, Honor Student (Valedictorian)
University of Richmond 1996 — 2000
Bachelor of Arts, Leadership Studies
Central Catholic High School 1992 — 1996
St. Joseph Grade School 1983 — 1992
Ocwen Financial Corporation - US August 2011 - Present
West Star Mortgage February 2008 - July 2011
Bank United January 2007 - February 2008
Bank of America April 2004 - January 2007
Fidelity Federal Bank & Trust September 1998 - April 2004
Bank of Boston Fleet June 1994 - August 1998
Skills
Leadership, Management, Banking, Finance, Quality Assurance, Commercial Banking, Consumer Lending, Mortgage Lending, Process Improvement, Microsoft Office, Microsoft Excel, Credit, Commercial Lending, Loans, Retail Banking, Mortgage Banking, Loan Origination, Sales Management, Small Business Lending, Sales, Credit Analysis
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
ModSpace September 2015 - Present
Schneider Laboratories Global, Inc. October 2014 - November 2014
WebCreative Agency November 2013 - October 2014
Fixtures and Forms February 2013 - October 2013
YMCA 2009 - 2012
Bank of America 2009 - 2010
Skills
Website Development, Microsoft Excel, Online Advertising, Microsoft Office, Public Speaking, Budgeting & Forecasting, Management, Social Media, Organizational...
Education
University of Richmond 2011 — 2015
Bachelor’s Degree
Bank of America April 2006 - Present
Skills
Loans, Mortgage Lending, Retail Banking, Portfolio Management, Mortgage Banking, Loan Origination, Financial Analysis, Financial Risk, Consumer Lending, Refinance, Small Business Lending, FHA, Investment Banking
Education
University of South Carolina-Columbia 1978 — 1980
Master of International Business Studies
University of Richmond 1974 — 1978
Bachelor of Arts (Magna Cum Laude), History / English Literature
Bank of America 2014 - Present
Bank of America 2011 - 2013
Bank of America 2000 - 2011
GE Capital 1997 - 1999
Capital One 1995 - 1997
Skills
Vendor Management, SDLC, Business Analysis, IT Strategy, Risk Management, Process Improvement, ITIL, Program Management, PMO, Banking, Project Management, IT Management, Governance, IT Service Management, Business Intelligence, Integration, PMP
Education
Virginia Commonwealth University 2000 — 2003
Master of Business Administration (M.B.A.)
University of Richmond 1990 — 1994
Bachelor of Arts (B.A.), Economics/Politicial Science
WellsFargo December 2013 - Present
Wells Fargo Advisors October 2006 - December 2013
Wachovia Securities Financial Network August 2003 - October 2006
Wachovia Securities Capital Markets May 2001 - October 2003
Securities Operation Specialist Consultants May 2000 - May 2001
Bank of America May 1998 - April 2000
Branch Bank and Trust Capital Markets January 1989 - April 1998
Skills
Brokerage Risk..., Finance, Leadership, Series 7, Series 99, Operational Control, Securities Operations, Security Clearance, Back Office, Mentoring
Education
Villanova University 2007 — 2007
Green Belt, Six Simga
Virginia Union University 1987 — 1990
Sociology, Social Sciences
United State Army Quarter Master School 1987 — 1988
Material Control and Accounting
University of Richmond 1986 — 1986
Sociology, Social Sciences
Bench, Inc. 2012 - Present
Capital One 2010 - 2012
Capital One 2006 - 2009
Capital One 2004 - 2006
Capital One 2001 - 2004
Fox Staffing Resources 1995 - 2001
Bank of America 1990 - 1995
Skills
Performance Management, Change Management, Onboarding, Organizational..., Talent Management, Coaching, Banking, Training Delivery, Talent Acquisition, Financial Services, Leadership Development, Recruiting, Leadership, Human Resources, Management, Training, Temporary Placement, Time Management, Finance, Strategy, Mergers & Acquisitions, Vendor Management, Consulting, Personnel Management, Applicant Tracking..., Business Analysis, Risk Management, Employee Training, Account Management, Process Improvement, Business Development, Employee Engagement, Sales Management, CRM, Employee Relations, Technical Recruiting, Management Consulting, Interviews, College Recruiting, Succession Planning, Workforce Planning, Organizational Design, Executive Search, Organizational..., Employee Benefits
Education
University of Richmond
BA, History
Virginia Commonwealth University
M.Ed, HR Training & Development
EverBank February 2012 - Present
MetLife Home Loans September 2011 - January 2012
Bank of America July 2008 - October 2011
Countrywide Home Loans March 2002 - July 2008
North American Mortgage Company April 1992 - March 2002
Dominion Bankshares September 1986 - April 1992
Skills
Refinance, Mortgage, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, First Time Home Buyers, Real Estate, Residential Homes, Sales, VA loans, Credit, Investment Properties, Reverse Mortgages, FHA, Buyers, Residential Mortgages, Home Equity Loans, Real Estate Financing, Small Business Lending, Commercial Mortgages, Investments, Certified Mortgage..., Credit Analysis, VA Loans
Education
University of Richmond - Robins School of Business 1974 — 1978
BS - Finance, Economics and Marketing
The Salvation Army September 2015 - Present
First American Wealth Management Group November 2013 - September 2015
Fifth Third Private Bank July 2012 - September 2013
US Bank - The Private Client Reserve December 2009 - July 2012
Leadership Collier 2011 - 2012
Leadership Collier 2010 - 2011
Bank of America October 2007 - October 2009
Bank of America May 2004 - October 2007
Private Capital Management 2003 - 2004
Northern Trust 2000 - 2003
Skills
Wealth Management, Portfolio Management, Investments, Banking, Equities, Finance, Estate Planning, Financial Services, Securities, Business Planning, High Net Worth..., Financial Analysis, Fundraising, Nonprofits, Asset Allocation, Credit, Investment Management, Business Development, CRM, Investment Advisory, Asset Management, Relationship Management, Mutual Funds, Marketing, Business Strategy, Real Estate, Insurance, Series 7 and Series 66, Life Insurance, Board Development, Grant Writing, Donor Development, Health Insurance, Community Development, Leadership Development, Bank Secrecy Act, Compliance, Anti Money Laundering, 401k, Training, Trust Services, Trust Management, Charitable Trusts, Mortgage Lending, Commercial Lending, Major Donor Cultivation, Donor Engagement, Grant Preparation, Grant Reviewing
Education
University of Richmond 1986 — 1990
BA, Pol Sci and Third World Studies
University of Florida 1991 — 1993
MALAS (Latin American Studies)
Canon Financial Institute 2002 — 2002
Certificate, Institutional Custody
Florida Banker's Association Graduate Trust School 1998 — 2000
Certificate, Trust Administration
Naples High 1982 — 1986
Bank of America Merrill Lynch November 2014 - Present
Bank of America Merrill Lynch April 2011 - October 2014
Bank of America Merrill Lynch February 2008 - April 2011
Bank of America August 2006 - February 2008
Marsh & McLennan Companies, Inc. March 2005 - August 2006
Marsh & McLennan Companies, Inc. May 2003 - March 2005
Skills
Talent Management, Succession Planning, Performance Management, Organizational Design, Change Management, Human Resources, Employee Benefits, Coaching, Program Management, Workshop Facilitation, Onboarding, Employee Relations, Organizational..., Employee Engagement, Talent Acquisition, Deferred Compensation, Leadership Development, Recruiting, Process Improvement, Organizational..., Workforce Planning, Human Capital
Education
University of Richmond 1999 — 2003
BA
Wells Fargo Bank, N.A. September 2012 - Present
BMO Harris Bank, N.A. August 2004 - September 2012
Bank of America August 2001 - August 2004
Skills
Portfolio Management, Treasury Management, Loans, Financial Analysis, C&I Lending, Commercial Lending, Corporate Finance, Commercial Banking, Investments, Banking, Credit Analysis, Credit, Mergers & Acquisitions, Finance
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
University of Richmond 1989 — 1993
Bachelor of Arts (B.A.), English
Sprint June 2015 - Present
HeTexted Inc October 2012 - Present
J.P. Morgan Asset Management May 2011 - May 2014
Bank of America October 2009 - May 2011
Merrill Lynch January 2006 - July 2009
Skills
Marketing, Strategy, Salesforce.com, Market Research, Event Planning, Competitive Analysis, Equities, Sales, Leadership, Account Management, Contract Negotiation, Strategic Planning, Negotiation, Event Management, Budgeting, Corporate Events, Digital Events, Event Apps, Starcite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Digital Marketing, Marketing Strategy, Marketing Communications, Marketing Management, Program Management, Social Media Marketing, Integrated Marketing, Integrated Marketing...
Education
University of Richmond - Robins School of Business 2000 — 2005
Bachelor of Science Business Administration (BSBA), Integrated Marketing
University of Richmond 2000 — 2005
Bachelor of Arts (BA), Theatre/Theater
The Taft School 1998 — 2000
Bank of America September 2008 - Present
Wiggin and Dana LLP 2006 - 2008
Cummings & Lockwood 2001 - 2006
Education
University of Richmond School of Law 1999 — 2002
JD, cum laude
University of Virginia 1992 — 1996
Bachelor of Arts
Barclays Capital March 2011 - Present
Bank of America October 2009 - March 2011
Mosaic Financial Markets October 2008 - October 2009
JPMorgan 1992 - 2008
Chase Manhattan Bank 1987 - 1992
Education
University of Rhode Island - College of Business Administration 1983 — 1987
Bank of America Merrill Lynch July 2010 - Present
Bank of America 2006 - 2010
Bank of America 2005 - 2006
Skills
Credit Analysis, Financial Modeling, Loans, Portfolio Management, Capital Markets
Education
University of Richmond - Robins School of Business 2001 — 2005
Capital One October 2011 - Present
Bank of America April 2010 - October 2011
Bank of America October 2008 - April 2010
Bank of America October 2006 - October 2008
Genworth Financial 2004 - 2006
Eastern Research Group (ERG) January 2002 - January 2004
Skills
Process Improvement, Six Sigma, Banking, Project Management, Operations Management, Strategy, Program Management, Financial Modeling, Management, Integration, Business Analysis, Change Management, Forecasting, Cross-functional Team..., Mortgage Lending, Analysis, Manufacturing, Leadership, Call Centers, Strategic Planning, Financial Services, Business Process..., Vendor Management, Analytics, Loans, Risk Management, Finance, Portfolio Management, Customer Experience
Education
University of Richmond - Robins School of Business 2004 — 2006
MBA
Virginia Polytechnic Institute and State University 1997 — 2001
Bachelors of Science, Chemical Engineering
SunTrust Bank April 2014 - Present
Keylingo Translations January 2007 - October 2013
Bank of America July 2004 - February 2007
Bank of America April 1999 - December 2001
Bank of America September 1994 - April 1999
Skills
Portfolio Management, Team Building, Business Strategy, Business Process..., P&L Financial Management, Investment Management, Asset Allocation, International Business, Corporate Finance, Banking, Financial Analysis, Translation, Accounting, Commercial Banking
Education
University of Richmond 1988 — 1992
BA, French, International Studies
George Mason University - School of Business 1992 — 1994
MBA, Finance
James River Insurance Company December 2012 - Present
James River Insurance Company August 2012 - December 2012
Northwestern Mutual October 2011 - September 2012
James River Insurance Company June 2011 - October 2011
James River Insurance Company November 2010 - June 2011
Capital One November 2009 - November 2010
Bank of America November 2003 - April 2009
Bank of America June 1995 - October 2003
Bank of America July 1994 - June 1995
Bank of America June 1989 - July 1994
Skills
Banking, Credit, Loans, Customer Service, Small Business Lending, Mortgage Lending, Underwriting, Sales, Management, Insurance, Finance, Portfolio Management, Commercial Banking, Call Centers, Team Building, Series 7, Process Improvement, Access, Consumer Lending, Employee Benefits, Loan Origination, Training, Small Business, Financial Services, Marketing, Credit Cards, Professional Liability, Commercial Lending, Leadership, Wealth Management, Financial Analysis, Budgets, Analysis, Outlook, Risk Management, General Insurance, Mortgage Banking, Retirement Planning, Retail Banking, Selling, Strategic Financial..., Relationship Management, Negotiation, Life Insurance, Coaching, Investments, Credit Analysis, Claim, Strategic Planning, Microsoft Excel
Education
University of Richmond 1992 — 1994
OfficeZilla, LLC August 2015 - Present
Meara's Potions July 2014 - Present
The Aquarian December 2013 - July 2015
Strange's Florist September 2013 - March 2014
EDC April 2013 - October 2013
Libbey's Room, LLC April 2012 - April 2013
Bon Secours Richmond Health Care Foundation April 2008 - April 2012
Transmarx 2006 - 2008
Bostwick Laboratories June 2005 - October 2006
Bank of America June 2004 - May 2005
Skills
Public Speaking, Healthcare, Management, Strategic Planning, Wellness, Team Building, Marketing, Sales, Small Business, Human Resources, Leadership, Graphic Design, Public Relations, Start-ups, Marketing Strategy, Healthcare Management, Event Planning, Social Media, Fundraising, Entrepreneurship, Nonprofits, Research, Leadership Development, Hospitals, Social Media Marketing, Social Networking, Training, Strategy, Customer Service, Coaching, Adobe Creative Suite, Teaching
Education
Virginia Commonwealth University 1999 — 2003
Completed coursework for MA, English Literature - Masters Program
University of Richmond 1989 — 1993
BS, Biology
Bank of America October 2013 - Present
Prosperity Mortgage Company November 2011 - October 2013
Wells Fargo Home Mortgage January 2010 - November 2011
NationsPlus Mortgage Corporation January 2006 - December 2009
EquiFirst November 1995 - December 2005
Skills
Mortgage, Mortgage Banking, Mortgage Lending, Refinance, FHA, Loan Origination, USDA, Residential Mortgages, Sales Management, Loans, VA loans, FHA financing, Mortgage Underwriting, Mortgage Marketing, Credit, Construction Loans, Underwriting, Reverse Mortgages, Consumer Lending, Loan Servicing, Credit Analysis, Real Estate Financing, Mortgage Servicing, FHA Financing, VA Loans
Education
Virginia Polytechnic Institute and State University 1977 — 1981
Bachelor of Science (BS), Accounting
University of Richmond 1974 — 1976
Benedictine High School 1969 — 1974
Accenture June 2014 - Present
TIAA-CREF March 2010 - November 2013
Bank of America January 2009 - March 2010
Bank of America November 2007 - December 2008
Bank of America August 2007 - November 2007
Bank of America 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Banking, Hedge Funds, Treasury Management, Private Equity, Financial Reporting, Asset Managment, Alternative Investments, Cash Management, Accounting, Business Analysis, Relationship Management, Financial Services, Asset Management, Risk Management
Education
University of Richmond 2002 — 2006
BSBA
University of Richmond - Robins School of Business 2002 — 2006
BSBA
Charlotte Latin School 1989 — 2002
Bank of America April 1976 - December 2008
Skills
Commercial Banking, Commercial Lending, Treasury Management, Credit, Customer Relations, Sales Management, Credit Risk, Strategic Planning, Loans, Small Business Lending, Underwriting, Portfolio Management, Budgeting, Coaching, Retail Banking
Education
University of Richmond - Robins School of Business 1974 — 1976
Banyan Mezzanine Funds August 2001 - Present
Bank of America August 1992 - August 2001
Shawmut Bank 1987 - 1992
Education
University of Richmond 1983 — 1987
Back Deck Investments LLC March 2008 - Present
Bank of America 1998 - 2007
Banc of America Securities 1998 - 2007
Education
University of Richmond 1992 — 1996
Disciplina Group, LLC 2013 - 2015
Vanderbilt University - Office of Investments 2008 - 2013
Banc of America Securities LLC 2005 - 2008
Bank of America 2002 - 2005
US Army - 82nd Airborne Division 1995 - 2000
Skills
Portfolio Management, Credit Risk, Credit, Alternative Investments, Hedge Funds, Investment Management, Asset Allocation, Investments, Asset Management, Investment Strategies, Fixed Income, Equities, Private Equity, Financial Modeling, Equity Research, Valuation, Bloomberg, Financial Analysis, Derivatives, Securities, Capital Markets, Due Diligence, Investment Banking, Risk Management, Portfolio Optimization, Wealth Management, Credit Investing, Series 3, Futures Trading
Education
Vanderbilt University - Owen Graduate School of Management 2000 — 2002
MBA, Finance & Accounting
University of Richmond 1991 — 1995
BSBA, Finance & Marketing
Bank of America Merrill Lynch December 2011 - Present
Bank of America Merrill Lynch June 2011 - December 2011
Bank of America Merrill Lynch December 2010 - May 2011
Bank of America June 2009 - November 2010
Bank of America 2008 - 2008
Skills
Analysis, Banking, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Data Analysis, Due Diligence, Finance, Financial Analysis, Financial Modeling, Mergers, Portfolio Management, Process Improvement, Relationship Management, Underwriting, Valuation
Education
University of Rhode Island - College of Business Administration 2005 — 2008
Bishop Hendricken High School 2001 — 2005
Bank of America March 2006 - Present
Education
Univ. of North Carolina at Charlotte 1980 — 1983
Master of Business Administration (MBA), Finance and Financial Management Services
University of Richmond - Robins School of Business 1976 — 1980
TorreyCove Capital Partners LLC September 2015 - Present
Pathway Capital Management 2005 - August 2015
Bank of America 2003 - 2005
Skills
Private Equity, Fund Of Funds, Investment Banking, Asset Managment, Alternative Investments, Financial Modeling, Venture Capital, Due Diligence, Investments
Education
University of Rhode Island - College of Business Administration 2009 — 2011
MBA, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Finance & Economics
Westford Academy
Wells Fargo April 2015 - Present
The Norman Group February 2014 - March 2015
The Norman Group April 2013 - December 2013
The RWC Group January 2010 - February 2012
Bank of America November 2008 - December 2009
Bank of America October 2007 - November 2008
Bank of America January 2005 - September 2007
Bank of America January 1999 - January 2005
Bank of America January 1994 - January 1999
Bank of America May 1992 - January 1994
Skills
Banking, Product Management, Treasury Management, Financial Services, Cross-functional Team..., Business Requirements, Deposit Products, Cash Management, Project Management, Mergers & Acquisitions, Process Improvement, Integration, Strategy, Business Analysis, Budgets, Finance, Vendor Management, Training, Payments, Product Development, Business Process..., Financial Analysis
Education
University of Richmond
B.A.
Bank of America
Skills
Project Management, Solaris
Education
University of Rhode Island - College of Business Administration 1981 — 1985
BS, Management Science
Bank of America June 1998 - Present
Skills
Mortgage Lending, Mortgage Banking, Banking, Loans, Credit, Residential Mortgages
Education
University of Rhode Island - College of Business Administration 1988 — 1991
Bachelor's, Marketing and Management
Western Union January 2014 - Present
Western Union September 2012 - January 2014
Western Union March 2012 - September 2012
Western Union June 2011 - March 2012
Western Union 2009 - August 2011
Ruesch International / Travelex Global Business Payments September 2007 - July 2009
Bank of America October 2006 - July 2007
Skills
Risk Management, AML, Due Diligence, Corporate Governance, Fraud, Analysis, Credit Cards, Policy, OFAC, Internal Controls, Yellow Belt, CAMS, Management, Risk Assessment, Financial Services, Anti Money Laundering
Education
University of Richmond 2001 — 2006
BA, Criminal Justice
Salesianum School 1998 — 2001
Bank of America Government Processing Customer Service ManagerNationsBanc Mortgage1990 - 1997
Education
University of Richmond 1968 — 1972
BS, Mathematics
StoneTimberRiver April 2007 - Present
Bank of America February 1993 - March 2007
Skills
Recruiting, Executive Search, Technical Support, Customer Service, Resume Writing, Screening Resumes
Education
University of Richmond 1985 — 1989
Nutrition Sciences
Convent of the Sacred Heart 1977 — 1985
Bank of America June 2010 - June 2014
VA Dept. of the Treasury May 2009 - June 2010
Columbia Management July 1992 - October 2008
Bank of America November 1986 - July 1992
Skills
Insurance, Corporates, Brokers, Investments, Portfolio Management, Risk Management, Fixed Income, Credit Analysis, Financial Risk, Trading, Bonds, Credit Risk, Banking, Financial Services, Securities, Financial Analysis, Mutual Funds, Loans, Mergers & Acquisitions, Investment Management, Bloomberg, Credit, Analysis, Capital Markets, Finance, Asset Management, Management, Equities, Alternative Investments
Education
University of Richmond - Robins School of Business 1981 — 1983
MBA, FINANCE
William & Mary 1973 — 1977
BBA, MANAGEMENT, ECONOMICS
Anthem National Accounts May 2011 - Present
WellPoint February 2009 - Present
Bank of America 1995 - 2009
Skills
Process Improvement, Health Insurance, Insurance, SDLC, Business Analysis, Vendor Management, Business Process..., PMP, Requirements Gathering, Call Centers, Cross-functional Team..., Strategic Planning, Change Management, Project Management, Provider Relations, Program Management, Healthcare, Leadership, Operations Management, Visio, Medicare, Business Requirements, Requirements Analysis, Team Building, PMO
Education
University of Richmond
Finance, General, Magna cum Laude
Bank of America October 2007 - July 2010
Bank of America April 2004 - October 2007
Fleet Bank January 2000 - April 2004
Fleet Bank December 1998 - January 2000
Fleet Bank September 1996 - December 1998
Fleet Financial Group August 1994 - September 1996
James River Corporation 1987 - 1992
Skills
Cross-functional Team..., Banking, Retail Banking
Education
University of Richmond - Robins School of Business 1979 — 1983
BS, Acounting, Economics
Wachovia 2007 - Present
LendingTree 2000 - 2007
Infotek Consulting 1999 - 2000
Bank of America 1992 - 1999
Skills
SDLC, SSRS, Microsoft SQL Server, T-SQL, Software Development, Web Services
Education
University of Richmond 1987 — 1991
Bachelor of Science, Business Administration
Produban May 2013 - Present
Carousel Industries July 2007 - July 2012
Bank of America 2005 - 2007
Cox Communications, Inc. 1998 - 2001
Skills
Wireless, VoIP, Telecommunications, Technical Support, Call Center, Cisco Technologies, Avaya, Troubleshooting, Managed Services, Call Centers, Cloud Computing, Linux, Solution Selling, Data Center, Telephony, Vendor Management, Unified Communications, Networking, Network Security, Disaster Recovery, VPN, Virtualization, Avaya Technologies
Education
University of Rhode Island - College of Business Administration 1994 — 2005
B. S., Management Information Systems & Spanish
Bank of America August 2015 - Present
Bank of America March 2013 - July 2015
Bank of America September 2011 - February 2013
Bank of America June 2009 - September 2011
Loaves and Fishes March 2009 - June 2009
Edward Jones November 2007 - February 2009
DirectoryM May 2006 - August 2006
Snap9 May 2006 - August 2006
The Walt Disney Company January 2006 - May 2006
Wachovia Securities, LLC May 2005 - August 2005
Skills
Finance, Financial Modeling, Financial Analysis, Risk Management, Asset Management, Wealth Management, Fixed Income, Account Reconciliation, Project Management, Microsoft Excel, Investor Reporting, Project Portfolio..., Real Estate, Negotiation, Business Relationship..., Operations Management, Investor Relations, Mortgage Servicing, Excel, Escalations Management, Escalation Resolution, Business Development, Team Leadership, Credibility, Consistency, Compassion, Management, Customer Service
Education
University of Richmond 2003 — 2007
B.S.B.A., Finance
University of Richmond - Robins School of Business 2003 — 2007
B.S.B.A., Finance
Paul VI High School 1999 — 2003
Diploma, General and Advanced
Bank of America November 2012 - Present
Bank of America February 2011 - November 2012
Bank of America June 2009 - February 2011
Bank of America July 2008 - June 2009
Bank of America July 2007 - July 2008
Bank of America May 2006 - August 2006
Stanford Group Company May 2005 - August 2005
Stanford Group Company May 2004 - August 2004
Education
University of Richmond - Robins School of Business 2003 — 2007
Business Administration- Finance Concentration
Bank of America 2014 - Present
Bank of America April 2005 - 2012
Fleet Capital Leasing July 1994 - March 2005
Cayer, Prescott Associates January 1990 - June 1994
Skills
Financial Reporting, CPA, Forecasting, Accounts Payable, Fixed Assets, Banking, Management, Financial Analysis, Risk Management
Education
University of Rhode Island - College of Business Administration 1985 — 1989
BS, Accounting
Bank of America July 1996 - Present
Skills
Financial Risk, Business Continuity, Vendor Management, Business Continuity..., Banking, Management, Software Documentation, Disaster Recovery, Business Analysis, Risk Management, Data Center, Strategy, Operational Risk..., Strategic Planning
Education
University of Richmond 1985 — 1987
MBA, Business
Virginia Commonwealth University 1979 — 1985
B.S., Information Systems
Credit Suisse September 2009 - Present
Bank of America April 2006 - April 2009
Bank of America March 2004 - April 2006
Bank of America July 2002 - March 2004
Morgan Stanley Capital International December 1998 - July 2002
Skills
Commodity, Derivatives, Valuation, Financial Risk, Capital Markets, Fixed Income
Education
University of Richmond - Robins School of Business 1991 — 1995
BS, Business Administration
Bank of America January 1996 - Present
Skills
Mortgage Lending, Mortgage Banking, Refinance, Risk Management, Real Estate, Loan Origination, Loans, Credit Analysis, Consumer Lending, Mortgage Underwriting, Commercial Lending, Portfolio Management, VA loans, FHA, FHA financing, Underwriting, Residential Mortgages, Banking, Credit
Education
University of Richmond
B.S.B.A, Business/Finance/Marketing
Wells Fargo March 2002 - Present
Bank of America March 1990 - February 2002
Office of the Comptroller of the Currency July 1975 - February 1990
Skills
Portfolio Management, Risk Management, Loan Review, Commercial Credit, Risk Rating Systems, Risk Rating Training, Commercial Real Estate, Leveraged Lending, Equipment Finance, Board of Directors..., Board of Directors..., Management, Credit, Real Estate, Finance, Loans, Credit Analysis, Banking, Commercial Banking, Credit Risk, Commercial Lending, Financial Risk, Financial Analysis
Education
University of Richmond 1973 — 1974
Master of Science (MS), Personnel and Banking
Virginia Polytechnic Institute and State University - Pamplin College of Business 1968 — 1972
Bachelor of Science (BS), Business Management
Habitat for Humanity South Hampton Roads October 2014 - Present
Monarch Bank 2002 - January 2014
Bank of America 1987 - 2002
Skills
Banking, Marketing, Small Business Lending, Project Management, Loans, Underwriting, Residential Mortgages, Loan Origination, Credit Analysis, Real Estate, Commercial Lending, Investments, Refinance, Credit, Mortgage Banking, Mortgage Lending, Management, Private Banking, Retail Banking, Branch Management, Cash Management, Finance, Construction Loans, Lines Of Credit, Commercial Mortgages, Financial Risk, Risk Management, Consumer Lending
Education
University of Richmond 1982 — 1986
BA Psychology & Business Minor, Psychologjy & Business
First Colonial High School 1979 — 1982
Electra Intelligence April 2013 - Present
Arnav Technology Solutions August 2006 - April 2013
Digital Aisle 2011 - 2011
Med mpact 2000 - 2001
Pacific Bell Directory 1989 - 1991
Pac Bell 1988 - 1989
Bank of America 1979 - 1981
Skills
Strategic Planning, Program Management, Product Management, Vendor Management, Product Development, Process Improvement, IT Strategy, Management Consulting, Business Analysis, Business Intelligence, Professional Services, E-commerce, Enterprise Software, Integration, Team Leadership
Education
University of Richmond 1957 — 1961
BA, Math, Econ
RE/MAX Today May 2010 - Present
Bank of America January 2008 - September 2008
Education
University of Richmond 1996 — 2000
Speech Communication, Journalism
Westminster Canterbury Richmond February 2006 - Present
Bank of America January 1982 - February 1995
Education
University of Richmond 1974 — 1978
B.A., English, Speech Communication and Theatre Arts
Bank of America September 2011 - Present
Starkweather & Shepley Insurance Brokerage Inc. 2009 - 2010
Liberty Mutual Group 2005 - 2009
Skills
Workers Compensation, Risk Management, Account Management, Asset Management, Banking, Casualty, Claim, Brokers, Claims Management, Commercial Insurance, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Disability Insurance, Equities, Financial Analysis, Financial Risk, General Insurance, Health Insurance, Investments, Legal Liability, Liability, Life Insurance, Loans, Mortgage Lending, Performance Management, Portfolio Management, Professional Liability, Reinsurance, Relationship Management, Sales, Small Business, Strategic Planning, Training, Underwriting, Employee Benefits
Education
University of Rhode Island - College of Business Administration 1999 — 2002
BS in Finance, Finance/Economics/Italian
University of Rhode Island - College of Business Administration 1998 — 2002
BS, Finance
Siemens Healthcare June 2012 - Present
Bank of America August 2010 - June 2012
Margaret Caster CPA November 2009 - January 2010
Skills
SAP, Microsoft Office, Microsoft Excel, Accounts Payable, Payroll, Auditing, Training, Microsoft Word, Analysis, Research, Accounting, Business Analysis, Time Management, Fixed Asset Management, Project Management, Lean Leadership
Education
University of Rhode Island - College of Business Administration 2012 — 2015
Master of Business Administration (MBA), Supply Chain Management, 3.67/4.00
University of Rhode Island - College of Business Administration 2009 — 2010
BBA, Accounting
Bank of America 2014 - Present
MBH Settlement Group, L.C. February 2013 - February 2014
District of Columbia Office of the Attorney General - Family Services Division August 2012 - January 2013
District of Columbia Office of the Attorney General - Civil Litigation Division May 2011 - August 2011
Skills
Real Estate, Real Estate Transactions, Title Insurance, Contract Negotiation, Closings, Sellers, First Time Home Buyers, Refinance, Foreclosures
Education
Washington and Lee University School of Law 2010 — 2012
Doctor of Law (J.D.)
University of Richmond School of Law 2009 — 2010
J.D.
Washington and Lee University 2005 — 2009
B.A., Politics, Spanish
The Blackstone Group December 2014 - Present
Moelis & Company June 2013 - December 2014
Student Managed Investment Fund April 2012 - May 2013
University of Richmond September 2009 - May 2013
University of Richmond Robins School of Business 2012 - 2013
Career Development Center 2011 - 2013
Moelis & Company June 2012 - August 2012
Barclays Capital January 2012 - 2012
Bank of America November 2011 - November 2011
Merrill Lynch June 2011 - August 2011
Skills
Investment Banking, Investments, Series 7, Series 79, Series 63
Education
University of Richmond - Robins School of Business 2009 — 2013
BSBA, Finance, Leadership Studies
University of Richmond
University of Richmond - Jepson School of Leadership Studies
Capital One January 2013 - Present
Capital One May 2012 - January 2013
Capital One October 2011 - April 2012
Bank of America July 2007 - December 2010
Skills
Vendor Management, Process Improvement, Risk Management, Change Management, Banking, PMP, Project Management, PMO
Education
University of Richmond 1980 — 1984
Bachelor's degree, Economics
Public Policy August 2013 - Present
Richmond Legal Development Center August 2013 - Present
Democratic Party of Virginia March 2012 - January 2013
Kaine for Virginia September 2011 - March 2012
Bank of America August 2004 - November 2007
Skills
Litigation, Legal Research, Public Policy, Civil Litigation, Legal Writing, Strategic Communications, Strategist, Political Polling, Political Intelligence, Research, Editing, Fundraising, Public Speaking, Legislative Relations, Policy, Policy Analysis, Political Campaigns, Politics
Education
University of Richmond 2008 — 2011
Juris Doctor, Law
Washington and Lee University 1999 — 2004
Bachelor of Arts (B.A.), European History
Bank of America January 2010 - Present
Bank of America May 1999 - January 2010
Textron Financial August 1994 - May 1999
Skills
Finance, Portfolio Management, Credit Analysis, Financial Analysis, Brio Query, Management, Scorecard, Financial Statements, Collections
Education
University of Rhode Island - College of Business Administration 1980 — 1984
Finance, General
Citizens Bank February 2012 - Present
Bank of America July 2001 - December 2011
Education
University of Rhode Island - College of Business Administration 1984 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services