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
Rhea Webb Rhea Webb's Bank of America Experience August 2012 - August 2013
Job at
Industry Higher Education
Experience
REI May 2015 - Present
SAY San Diego (Social Advocates for Youth) September 2013 - July 2015
Bank of America August 2012 - August 2013
Center for Awareness, Service, and Action September 2010 - May 2012
Skills
Customer Service, Public Speaking, Fundraising, Time Management, Leadership, Community Outreach, Microsoft Office, Microsoft Word, Training
Education
Portland State University 2015 — 2017
Master of Science (M.S.), Leadership for Sustainability Education
University of San Diego 2008 — 2012
Bachelor of Arts, Sociology
REI May 2015 - Present
SAY San Diego (Social Advocates for Youth) September 2013 - July 2015
Bank of America August 2012 - August 2013
Center for Awareness, Service, and Action September 2010 - May 2012
Skills
Customer Service, Public Speaking, Fundraising, Time Management, Leadership, Community Outreach, Microsoft Office, Microsoft Word, Training
Education
Portland State University 2015 — 2017
Master of Science (M.S.), Leadership for Sustainability Education
University of San Diego 2008 — 2012
Bachelor of Arts, Sociology
Imran Haroon Imran Haroon's Bank of America Experience 2001 - 2002
Job Business Development | Strategic Connector | Demand Generator
Industry Financial Services
Experience
Balance International 2010 - Present
Marcus & Millichap 2007 - 2010
Seven Oaks School 2005 - 2007
U.S. Department of Housing and Urban Development 2002 - 2004
Bank of America 2001 - 2002
Skills
New Business Development, Lead Generation, Consultative Selling..., Relationship Networking, Trade Show Networking, Business Strategy, Contract Negotiation, Competitive Analysis, Information Analysis, Strategic Negotiations, Email Marketing, Marketing Communications, Strategic Thinking, Due Diligence, Marketing Research, Account Management, E-Learning, Time Management, Connector of People, B2B, CRM, Bilingual, Mobile Devices
Education
University of Rochester
B.A., Economics
Balance International 2010 - Present
Marcus & Millichap 2007 - 2010
Seven Oaks School 2005 - 2007
U.S. Department of Housing and Urban Development 2002 - 2004
Bank of America 2001 - 2002
Skills
New Business Development, Lead Generation, Consultative Selling..., Relationship Networking, Trade Show Networking, Business Strategy, Contract Negotiation, Competitive Analysis, Information Analysis, Strategic Negotiations, Email Marketing, Marketing Communications, Strategic Thinking, Due Diligence, Marketing Research, Account Management, E-Learning, Time Management, Connector of People, B2B, CRM, Bilingual, Mobile Devices
Education
University of Rochester
B.A., Economics
Christopher Nowlin Christopher Nowlin's Bank of America Experience May 2013 - August 2013
Job Student at University of San Diego
Industry
Experience
Jenny Craig Pavilion at USD September 2013 - Present
Bank of America May 2013 - August 2013
Skills
Newsletters, Leadership, Public Speaking
Education
University of San Diego 2013 — 2017
Advanced Technologies Academy 2009 — 2013
High School, Legal Studies, General
Jenny Craig Pavilion at USD September 2013 - Present
Bank of America May 2013 - August 2013
Skills
Newsletters, Leadership, Public Speaking
Education
University of San Diego 2013 — 2017
Advanced Technologies Academy 2009 — 2013
High School, Legal Studies, General
Barbara Myers, PMP Barbara Myers, PMP's Bank of America Experience April 1980 - April 1990
Job Project Manager at Gilead Sciences
Industry Information Technology and Services
Experience
Visa April 2013 - June 2013
NetApp October 2010 - March 2013
Pricelock April 2010 - June 2010
Visa October 2007 - October 2008
Siemens Business Services, Inc. April 2007 - September 2007
E*TRADE Financial March 2000 - April 2007
HP February 1996 - February 2000
US Bank January 1993 - January 1996
Bank of America April 1980 - April 1990
Skills
PMP, CRM, Software Integrations, Vendor Management, Teamwork, Getting The Job Done, Issue Resolution, Software Development
Education
University of San Francisco 1984 — 1986
BS
Visa April 2013 - June 2013
NetApp October 2010 - March 2013
Pricelock April 2010 - June 2010
Visa October 2007 - October 2008
Siemens Business Services, Inc. April 2007 - September 2007
E*TRADE Financial March 2000 - April 2007
HP February 1996 - February 2000
US Bank January 1993 - January 1996
Bank of America April 1980 - April 1990
Skills
PMP, CRM, Software Integrations, Vendor Management, Teamwork, Getting The Job Done, Issue Resolution, Software Development
Education
University of San Francisco 1984 — 1986
BS
Shannon Meyers's Bank of America Experience June 2008 - August 2008
Job Cashier at Panera Bread
Industry Hospital & Health Care
Experience
Panera Bread December 2014 - Present
Odile Tutu August 2014 - Present
Herbalife July 2013 - Present
University of San Diego September 2010 - January 2015
Miracle Babies January 2014 - May 2014
Conundrum Alliance July 2013 - September 2013
The Createrry September 2009 - June 2010
Vista Del Mar Medical Center June 2009 - August 2009
Bank of America June 2008 - August 2008
Skills
Nonprofits, Typing, Microsoft Office, Writing, PowerPoint, Microsoft Word, Leadership, Customer Service, Public Speaking, Creative Writing, Time Management, Microsoft Excel, Teamwork, Social Media, Cpr Certified, Windows, Drawing, Video Editing, Wellness, Youth Work, Cash Handling Experience, Management, Training, Marketing
Education
University of San Diego 2010 — 2014
Bachelor of Arts (B.A.), English with Creative Writing Emphasis
City Honors High School 2006 — 2010
CA; Graduated, Honors/Regents High School/Secondary Diploma Program
Panera Bread December 2014 - Present
Odile Tutu August 2014 - Present
Herbalife July 2013 - Present
University of San Diego September 2010 - January 2015
Miracle Babies January 2014 - May 2014
Conundrum Alliance July 2013 - September 2013
The Createrry September 2009 - June 2010
Vista Del Mar Medical Center June 2009 - August 2009
Bank of America June 2008 - August 2008
Skills
Nonprofits, Typing, Microsoft Office, Writing, PowerPoint, Microsoft Word, Leadership, Customer Service, Public Speaking, Creative Writing, Time Management, Microsoft Excel, Teamwork, Social Media, Cpr Certified, Windows, Drawing, Video Editing, Wellness, Youth Work, Cash Handling Experience, Management, Training, Marketing
Education
University of San Diego 2010 — 2014
Bachelor of Arts (B.A.), English with Creative Writing Emphasis
City Honors High School 2006 — 2010
CA; Graduated, Honors/Regents High School/Secondary Diploma Program
Michelle OSullivan Michelle OSullivan's Bank of America Experience November 2011 - January 2014
Job Strategic Sourcing at Caesars Entertainment
Industry Gambling & Casinos
Experience
Caesars Entertainment Corporation July 2014 - Present
Bank of America November 2011 - January 2014
Naiman Law Group, PC, San Diego, CA May 2009 - March 2011
Law Firm March 2008 - April 2009
Latham & Watkins December 2003 - January 2006
Education
University of San Diego 2006 — 2008
Paralegal Certificate
Otis College of Art and Design
Certificate
Caesars Entertainment Corporation July 2014 - Present
Bank of America November 2011 - January 2014
Naiman Law Group, PC, San Diego, CA May 2009 - March 2011
Law Firm March 2008 - April 2009
Latham & Watkins December 2003 - January 2006
Education
University of San Diego 2006 — 2008
Paralegal Certificate
Otis College of Art and Design
Certificate
Eric Brandt Eric Brandt's Bank of America Experience March 2008 - April 2013
Job IT Operations Analyst
Industry Information Technology and Services
Experience
Contra Costa County October 2013 - Present
Experience Unlimited Contra Costa County May 2013 - October 2013
Bank of America March 2008 - April 2013
Bank of America January 2007 - May 2008
Bank of America April 1997 - December 2006
Skills
SDLC, Process Improvement, Banking, Risk Management, Business Analysis, Vendor Management, Disaster Recovery, Software Documentation, Project Portfolio..., Governance, Six Sigma, Computer Operations, Enterprise Architecture, IT Strategy, Change Management, Project Management, Requirements Analysis, Requirements Gathering, PMO, Business Process..., Management, Software Development, Analysis, Data Center, Leadership, Visio, IT Management, Integration, Business Process, ITIL, Troubleshooting, Business Intelligence, SharePoint, Program Management, IT Operations, Strategy, Access, Unix, MS Project, Software Project..., Business Requirements, IT Service Management, Resource Management, Servers, Data Warehousing, Operating Systems, Project Delivery, Systems Analysis, Mainframe, Information Technology
Education
University of San Francisco 1980 — 1983
Bachelor's Degree, Applied Economics, 3.2
University of California Berkeley Extension 1984 — 1985
Certificate core classes complete, Information Technology Systems Analysis Certificate
Mount Diablo Adult Education 2013 — 2013
Business Computer Applications Certificate, MS Tool Suite
Contra Costa County October 2013 - Present
Experience Unlimited Contra Costa County May 2013 - October 2013
Bank of America March 2008 - April 2013
Bank of America January 2007 - May 2008
Bank of America April 1997 - December 2006
Skills
SDLC, Process Improvement, Banking, Risk Management, Business Analysis, Vendor Management, Disaster Recovery, Software Documentation, Project Portfolio..., Governance, Six Sigma, Computer Operations, Enterprise Architecture, IT Strategy, Change Management, Project Management, Requirements Analysis, Requirements Gathering, PMO, Business Process..., Management, Software Development, Analysis, Data Center, Leadership, Visio, IT Management, Integration, Business Process, ITIL, Troubleshooting, Business Intelligence, SharePoint, Program Management, IT Operations, Strategy, Access, Unix, MS Project, Software Project..., Business Requirements, IT Service Management, Resource Management, Servers, Data Warehousing, Operating Systems, Project Delivery, Systems Analysis, Mainframe, Information Technology
Education
University of San Francisco 1980 — 1983
Bachelor's Degree, Applied Economics, 3.2
University of California Berkeley Extension 1984 — 1985
Certificate core classes complete, Information Technology Systems Analysis Certificate
Mount Diablo Adult Education 2013 — 2013
Business Computer Applications Certificate, MS Tool Suite
Houman Abouei's Bank of America Experience July 2009 - June 2010
Job CoFounder at Stealth Startup
Industry Facilities Services
Experience
Freelance October 2010 - Present
Stealth Company June 2015 - Present
EAT Club January 2015 - June 2015
EAT Club October 2013 - January 2015
Parking Concepts, Inc. September 2011 - October 2013
MCG: Market Connect Group / Hardy Amies London September 2012 - July 2013
Parking Concepts, Inc. August 2008 - August 2011
Bank of America July 2009 - June 2010
Albany School District September 2002 - December 2008
Skills
Management, Time Management, Customer Service, Leadership, Team Building, Performance Management, Budgets, Strategic Planning, Recruiting, Customer Satisfaction, Microsoft Excel, Team Leadership, Coaching, Program Management, Microsoft Word, Microsoft Office, Start-ups, Sales, PowerPoint
Education
University of San Francisco 2008 — 2010
Business Administration, Business
Albany High School
Freelance October 2010 - Present
Stealth Company June 2015 - Present
EAT Club January 2015 - June 2015
EAT Club October 2013 - January 2015
Parking Concepts, Inc. September 2011 - October 2013
MCG: Market Connect Group / Hardy Amies London September 2012 - July 2013
Parking Concepts, Inc. August 2008 - August 2011
Bank of America July 2009 - June 2010
Albany School District September 2002 - December 2008
Skills
Management, Time Management, Customer Service, Leadership, Team Building, Performance Management, Budgets, Strategic Planning, Recruiting, Customer Satisfaction, Microsoft Excel, Team Leadership, Coaching, Program Management, Microsoft Word, Microsoft Office, Start-ups, Sales, PowerPoint
Education
University of San Francisco 2008 — 2010
Business Administration, Business
Albany High School
Hunter Hawkins Hunter Hawkins's Bank of America Experience 2002 - 2004
Job Sales at Western Tree Co.
Industry Farming
Experience
Western Tree Co. July 2004 - Present
Bank of America 2002 - 2004
Education
University of San Diego 2000 — 2004
BA of Business Admin., Business
Western Tree Co. July 2004 - Present
Bank of America 2002 - 2004
Education
University of San Diego 2000 — 2004
BA of Business Admin., Business
Chris Meisenhalder, MBA Chris Meisenhalder, MBA's Bank of America Experience 1999 - 2001
Job Behavioral Healthcare and Regulatory Compliance
Industry Hospital & Health Care
Experience
Dialectical Behavior Therpay Center August 2015 - Present
AliTek April 2014 - August 2015
Bridgeway Solutions, LLC October 2011 - April 2014
Amazon.com May 2010 - October 2011
Andrews International April 2008 - May 2010
Hewlett-Packard 2006 - 2008
Washington Mutual Bank 2001 - 2006
Bank of America 1999 - 2001
Target 1994 - 1999
Fort Worth Police Department April 1986 - May 1994
Skills
Security Management, Supply Chain Security, Corporate Security, Latin America, Growth Strategies, International..., Due Diligence, Risk Mitigation, Change Management, Policy Writing, Country Risk Analysis, Program Management, Executive Coaching, Risk Management, Physical Security, Training, Crisis Management, Security, Strategy, Security Audits, Investigation, Emergency Management, Security Operations, Executive Protection, Risk Assessment, Business Continuity, Management, Leadership, Protection, Vulnerability Assessment, Security Awareness, Counterterrorism
Education
University of San Francisco 2008 — 2008
Master Certification Supply Chain Management, Supply Chain
University of Phoenix 2001 — 2003
MBA, Global Management
Dallas Baptist University 1992 — 1995
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Escola Americana de Belo Horizonte 1967 — 1980
Dialectical Behavior Therpay Center August 2015 - Present
AliTek April 2014 - August 2015
Bridgeway Solutions, LLC October 2011 - April 2014
Amazon.com May 2010 - October 2011
Andrews International April 2008 - May 2010
Hewlett-Packard 2006 - 2008
Washington Mutual Bank 2001 - 2006
Bank of America 1999 - 2001
Target 1994 - 1999
Fort Worth Police Department April 1986 - May 1994
Skills
Security Management, Supply Chain Security, Corporate Security, Latin America, Growth Strategies, International..., Due Diligence, Risk Mitigation, Change Management, Policy Writing, Country Risk Analysis, Program Management, Executive Coaching, Risk Management, Physical Security, Training, Crisis Management, Security, Strategy, Security Audits, Investigation, Emergency Management, Security Operations, Executive Protection, Risk Assessment, Business Continuity, Management, Leadership, Protection, Vulnerability Assessment, Security Awareness, Counterterrorism
Education
University of San Francisco 2008 — 2008
Master Certification Supply Chain Management, Supply Chain
University of Phoenix 2001 — 2003
MBA, Global Management
Dallas Baptist University 1992 — 1995
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Escola Americana de Belo Horizonte 1967 — 1980
Darres McMahon's Bank of America Experience August 2005 - December 2007
Job Small Business Consulting in Finance, Operations and Sales
Industry Management Consulting
Experience
Triangle Forest August 2011 - Present
Stay in the Game January 2011 - Present
Stearns Lending December 2008 - May 2011
Bank of America August 2005 - December 2007
Bank of America May 1993 - October 2000
Wells Fargo January 1991 - May 1993
Skills
Management, Sales, Selling, Marketing, New Business Development, Training, Strategic Planning, Human Resources, Finance, Small Business, Real Estate, Marketing Strategy, Public Relations, Business Development, Credit, Leadership, Sales Operations, Process Improvement, Business Planning, Account Management, Operations Management, Advertising, Budgets, Project Planning, Start-ups, Underwriting, Project Management, Negotiation, Financial Analysis, Executive Management
Education
Training in Corporate America! 1995 — 2007
Producing Results with Others (Social Styles) -Tracomm Corp, Strategic Selling-Dennis Black Associates via BofA
University of San Francisco 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Triangle Forest August 2011 - Present
Stay in the Game January 2011 - Present
Stearns Lending December 2008 - May 2011
Bank of America August 2005 - December 2007
Bank of America May 1993 - October 2000
Wells Fargo January 1991 - May 1993
Skills
Management, Sales, Selling, Marketing, New Business Development, Training, Strategic Planning, Human Resources, Finance, Small Business, Real Estate, Marketing Strategy, Public Relations, Business Development, Credit, Leadership, Sales Operations, Process Improvement, Business Planning, Account Management, Operations Management, Advertising, Budgets, Project Planning, Start-ups, Underwriting, Project Management, Negotiation, Financial Analysis, Executive Management
Education
Training in Corporate America! 1995 — 2007
Producing Results with Others (Social Styles) -Tracomm Corp, Strategic Selling-Dennis Black Associates via BofA
University of San Francisco 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Olesya Fomin's Bank of America Experience August 2011 - Present
Job Knowledge is power!
Industry Legal Services
Experience
Bank of America August 2011 - Present
Cinder Law Group fka Flahive Law Corporation January 2011 - April 2011
Flahive Law Corporation nka Cinder Law Group August 2010 - January 2011
Litchney Law Firm August 2008 - August 2010
Attorney Debt Soultions May 2006 - May 2008
NCO Financial Systems March 2005 - April 2006
Skills
Speak Russian, Speak Ukrainian, Legal Assistance, Bankruptcy, Legal Research, Notary Public, Civil Litigation, Courts, Pleadings, Legal Documents, Legal Writing, Appeals, Litigation, Document Review, Lexis, Hearings, Westlaw, Wordperfect, Trials, Litigation Support
Education
MTI College of Business 2002 — 2004
Legal Studies
University of Sacramento 2000 — 2004
Masters, English
Bank of America August 2011 - Present
Cinder Law Group fka Flahive Law Corporation January 2011 - April 2011
Flahive Law Corporation nka Cinder Law Group August 2010 - January 2011
Litchney Law Firm August 2008 - August 2010
Attorney Debt Soultions May 2006 - May 2008
NCO Financial Systems March 2005 - April 2006
Skills
Speak Russian, Speak Ukrainian, Legal Assistance, Bankruptcy, Legal Research, Notary Public, Civil Litigation, Courts, Pleadings, Legal Documents, Legal Writing, Appeals, Litigation, Document Review, Lexis, Hearings, Westlaw, Wordperfect, Trials, Litigation Support
Education
MTI College of Business 2002 — 2004
Legal Studies
University of Sacramento 2000 — 2004
Masters, English
Dale Levine Dale Levine's Bank of America Experience June 2011 - April 2012
Job University Recruiting Manager at AppNexus
Industry Human Resources
Experience
AppNexus March 2015 - Present
AppNexus March 2014 - March 2015
AppNexus November 2012 - March 2014
AppNexus April 2012 - November 2012
Bank of America June 2011 - April 2012
Skills
University Recruitment, Event Planning, Project Management, Building Relationships, Highly detail oriented, Organization
Education
University of Rochester 2007 — 2011
BA, English and History
AppNexus March 2015 - Present
AppNexus March 2014 - March 2015
AppNexus November 2012 - March 2014
AppNexus April 2012 - November 2012
Bank of America June 2011 - April 2012
Skills
University Recruitment, Event Planning, Project Management, Building Relationships, Highly detail oriented, Organization
Education
University of Rochester 2007 — 2011
BA, English and History
Paulette Bonnar Paulette Bonnar's Bank of America Experience January 1995 - April 2002
Job Financial Analyst at McCue Mortgage
Industry Financial Services
Experience
McCue Mortgage April 2013 - Present
Collins Tax and Accounting January 2008 - April 2014
Wintonbury Mortgages January 2003 - January 2008
Bank of America January 1995 - April 2002
Skills
•Excellent decision..., •Ability to work..., •Excellent..., •Works well under..., QuickBooks, Financial Reporting, Financial Analysis, Auditing, General Ledger, GAAP, Sarbanes-Oxley Act, Payroll, PeopleSoft, Accounts Receivable, Account Reconciliation, Financial Modeling, Microsoft Excel, Accounts Payable, Essbase, Variance Analysis, Forecasting, Revenue Recognition, Internal Controls, Budget
Education
University of Saint Joseph
Bachelor of Arts (B.A.), International/Global Studies
Yale University
International/Global Studies
McCue Mortgage April 2013 - Present
Collins Tax and Accounting January 2008 - April 2014
Wintonbury Mortgages January 2003 - January 2008
Bank of America January 1995 - April 2002
Skills
•Excellent decision..., •Ability to work..., •Excellent..., •Works well under..., QuickBooks, Financial Reporting, Financial Analysis, Auditing, General Ledger, GAAP, Sarbanes-Oxley Act, Payroll, PeopleSoft, Accounts Receivable, Account Reconciliation, Financial Modeling, Microsoft Excel, Accounts Payable, Essbase, Variance Analysis, Forecasting, Revenue Recognition, Internal Controls, Budget
Education
University of Saint Joseph
Bachelor of Arts (B.A.), International/Global Studies
Yale University
International/Global Studies
Peter Sterr Peter Sterr's Bank of America Experience December 2012 - Present
Job Mortgage Loan Officer
Industry Financial Services
Experience
Bank of America December 2012 - Present
Washington State Legislature June 2010 - August 2012
Associated Students Washington State University Vancouver July 2009 - May 2010
Associated Students Washington State University Vancouver May 2007 - May 2009
Skills
Technical Writing, Speech Writing, Proposal Writing, Reading Comprehension, Microsoft Office, Legislative Relations, Legislative Affairs, Legislative Policy, Legislative Issues, Legislative Research, Political Campaigns, Political Communication, State Politics, State Policy, Education Policy, Higher Education Policy, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Banking, Home Equity Lines of..., Home Equity Loans, FHA financing, New Home Purchase
Education
Washington State University 2006 — 2010
Public Affairs, Political Science
University of San Diego 2005 — 2006
Bank of America December 2012 - Present
Washington State Legislature June 2010 - August 2012
Associated Students Washington State University Vancouver July 2009 - May 2010
Associated Students Washington State University Vancouver May 2007 - May 2009
Skills
Technical Writing, Speech Writing, Proposal Writing, Reading Comprehension, Microsoft Office, Legislative Relations, Legislative Affairs, Legislative Policy, Legislative Issues, Legislative Research, Political Campaigns, Political Communication, State Politics, State Policy, Education Policy, Higher Education Policy, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Banking, Home Equity Lines of..., Home Equity Loans, FHA financing, New Home Purchase
Education
Washington State University 2006 — 2010
Public Affairs, Political Science
University of San Diego 2005 — 2006
Tom Ristich's Bank of America Experience November 2010 - Present
Job SVP/Business Control Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2010 - Present
Bank of America October 2006 - October 2010
Bank of America July 2004 - September 2006
SIGMA Marketing Group July 2001 - February 2004
Delphi Automotive Systems July 1990 - June 2001
Skills
Strategy, Financial Analysis, Credit Cards, Strategic Planning, Financial Services, Banking, Analytics, Risk Management, Product Management, Program Management, Portfolio Management, Leadership, Project Management, Process Improvement
Education
University of Rochester 1986 — 1990
B.S., Electrical Engineering
University of Rochester - Simon Business School
M.B.A., Marketing, Competitive Strategy, Entrepreneurship
Bank of America November 2010 - Present
Bank of America October 2006 - October 2010
Bank of America July 2004 - September 2006
SIGMA Marketing Group July 2001 - February 2004
Delphi Automotive Systems July 1990 - June 2001
Skills
Strategy, Financial Analysis, Credit Cards, Strategic Planning, Financial Services, Banking, Analytics, Risk Management, Product Management, Program Management, Portfolio Management, Leadership, Project Management, Process Improvement
Education
University of Rochester 1986 — 1990
B.S., Electrical Engineering
University of Rochester - Simon Business School
M.B.A., Marketing, Competitive Strategy, Entrepreneurship
George M. Scooter Smith George M. Scooter Smith's Bank of America Experience November 1999 - October 2004
Job Regional Managing Director Texas, Florida and Arizona at Comerica Bank
Industry Banking
Experience
Comerica Bank September 2014 - Present
Comerica Bank November 2010 - September 2014
Whitney National Bank March 2009 - November 2010
Wachovia Wealth Management October 2004 - March 2009
Bank of America November 1999 - October 2004
Bank of America June 1995 - November 1999
Texas Commerce Bank May 1984 - May 1995
Skills
Commercial Lending, Banking, Portfolio Management, Wealth Management, Financial Services, Private Banking, Loans, Wealth, Financial Analysis, Investments, Commercial Banking, Securities, Small Business Lending, Mutual Funds, Series 7, Equities, Fixed Income, Credit Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1982 — 1984
MBA, Finance, Accounting & Economics
Washington and Lee University 1974 — 1978
BS, Business Administration
St. John's School 1970 — 1974
Comerica Bank September 2014 - Present
Comerica Bank November 2010 - September 2014
Whitney National Bank March 2009 - November 2010
Wachovia Wealth Management October 2004 - March 2009
Bank of America November 1999 - October 2004
Bank of America June 1995 - November 1999
Texas Commerce Bank May 1984 - May 1995
Skills
Commercial Lending, Banking, Portfolio Management, Wealth Management, Financial Services, Private Banking, Loans, Wealth, Financial Analysis, Investments, Commercial Banking, Securities, Small Business Lending, Mutual Funds, Series 7, Equities, Fixed Income, Credit Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1982 — 1984
MBA, Finance, Accounting & Economics
Washington and Lee University 1974 — 1978
BS, Business Administration
St. John's School 1970 — 1974
Jill Shun Jill Shun's Bank of America Experience January 2007 - September 2007
Job Regional Admissions Representative
Industry Education Management
Experience
Grand Canyon University October 2014 - Present
Ashford University June 2010 - November 2013
Rock Church May 2008 - December 2009
Bank of America January 2007 - September 2007
US Bank November 2004 - January 2007
McLeod & Catalano May 2003 - November 2004
Skills
Customer Service, Public Speaking, Business Strategy, Project Management, Management, Marketing, Accounting, Coaching, Leadership, Banking, Training, New Business Development, Event Planning, Business Development, Sales, Nonprofits, Sales Management, Business Planning, Fundraising, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship, Negotiation, Recruiting, Small Business, Social Networking, Higher Education, Admissions, Student Financial Aid, Career Counseling, Admissions Counseling, Event Management, Leadership Development, Organizational..., Program Management, Retaining Customers, Social Media Marketing, Team Building, CampusVue, Student Recruiting, Strategy, Interviews, Budgets, Staff Development, Adult Education, Finance, Career Development, Instructional Design
Education
2008 Alliant International University 1998 — 2008
M.B.A, Intl. Business Administration
University of San Diego 2002 — 2003
ABA Paralegal, ABA Certified Paralegal
2000 U.S. International University 1998 — 2000
B.A, International Relations and Political Science; Economics/Political Science
Hutchinson High School 1992 — 1996
Grand Canyon University October 2014 - Present
Ashford University June 2010 - November 2013
Rock Church May 2008 - December 2009
Bank of America January 2007 - September 2007
US Bank November 2004 - January 2007
McLeod & Catalano May 2003 - November 2004
Skills
Customer Service, Public Speaking, Business Strategy, Project Management, Management, Marketing, Accounting, Coaching, Leadership, Banking, Training, New Business Development, Event Planning, Business Development, Sales, Nonprofits, Sales Management, Business Planning, Fundraising, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Entrepreneurship, Negotiation, Recruiting, Small Business, Social Networking, Higher Education, Admissions, Student Financial Aid, Career Counseling, Admissions Counseling, Event Management, Leadership Development, Organizational..., Program Management, Retaining Customers, Social Media Marketing, Team Building, CampusVue, Student Recruiting, Strategy, Interviews, Budgets, Staff Development, Adult Education, Finance, Career Development, Instructional Design
Education
2008 Alliant International University 1998 — 2008
M.B.A, Intl. Business Administration
University of San Diego 2002 — 2003
ABA Paralegal, ABA Certified Paralegal
2000 U.S. International University 1998 — 2000
B.A, International Relations and Political Science; Economics/Political Science
Hutchinson High School 1992 — 1996
Margaret Keung's Bank of America Experience 2002 - 2008
Job VP Relationship Manager at Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank 2013 - Present
Union Bank 2009 - 2013
Bank of America 2002 - 2008
Bank of America 1996 - 2002
Bank of America 1987 - 1996
Palm Springs Savings Bank 1987 - 1987
Skills
Marketing, Sales, Private Banking, Retail Banking, Project Management, Banking
Education
University of San Diego
Palm Springs High School
Pacific Premier Bank 2013 - Present
Union Bank 2009 - 2013
Bank of America 2002 - 2008
Bank of America 1996 - 2002
Bank of America 1987 - 1996
Palm Springs Savings Bank 1987 - 1987
Skills
Marketing, Sales, Private Banking, Retail Banking, Project Management, Banking
Education
University of San Diego
Palm Springs High School
Arian Powell, PHR Arian Powell, PHR's Bank of America Experience August 1996 - February 2000
Job Diverse, experienced Human Resources professional. Recruiter seeking talented Health Insurance Sales professionals
Industry Insurance
Experience
HealthPlanOne November 2013 - Present
HMSHost March 2000 - April 2013
Bank of America August 1996 - February 2000
Millennium Broadway/Manhattan Conference Center May 1991 - July 1996
Skills
Employee Relations, Onboarding, HR Policies, Human Resources, New Hire Orientations, FMLA, Applicant Tracking..., PeopleSoft, Organizational..., Hiring, Interviews, Recruiting
Education
University of Rochester 1987 — 1991
Bachelor of Arts, Psychology
HealthPlanOne November 2013 - Present
HMSHost March 2000 - April 2013
Bank of America August 1996 - February 2000
Millennium Broadway/Manhattan Conference Center May 1991 - July 1996
Skills
Employee Relations, Onboarding, HR Policies, Human Resources, New Hire Orientations, FMLA, Applicant Tracking..., PeopleSoft, Organizational..., Hiring, Interviews, Recruiting
Education
University of Rochester 1987 — 1991
Bachelor of Arts, Psychology
Kevin Uy Kevin Uy's Bank of America Experience October 2005 - Present
Job Commercial Banking
Industry Banking
Experience
Bank of America October 2005 - Present
Rational Software 1999 - 2005
Fleet Bank 1993 - 1998
Hughes Aircraft Company 1988 - 1991
Skills
Commercial Banking, Cross-functional Team..., Credit, Financial Modeling, Loans, Management, Finance, Financial Analysis, Portfolio Management
Education
University of Rochester - Simon Business School
MBA
University of Rochester- College of Engineering
BS Engineering
Bank of America October 2005 - Present
Rational Software 1999 - 2005
Fleet Bank 1993 - 1998
Hughes Aircraft Company 1988 - 1991
Skills
Commercial Banking, Cross-functional Team..., Credit, Financial Modeling, Loans, Management, Finance, Financial Analysis, Portfolio Management
Education
University of Rochester - Simon Business School
MBA
University of Rochester- College of Engineering
BS Engineering
Tran Hong Tran Hong's Bank of America Experience July 2007 - June 2008
Job Registered Nurse at Johns Hopkins Hospital
Industry Hospital & Health Care
Experience
Johns Hopkins Hospital July 2013 - Present
Johns Hopkins Hospital June 2012 - June 2013
Johns Hopkins Bloomberg School of Public Health September 2011 - June 2013
Johns Hopkins University School of Nursing September 2011 - June 2012
Family Planning Association of Maine January 2010 - July 2011
Yo Mamma's Home June 2007 - January 2011
Family Planning Association of Maine July 2009 - January 2010
Family Planning Association of Maine September 2008 - July 2009
Bank of America July 2007 - June 2008
University of Rochester 2006 - 2007
Skills
Research, Research Ethics, Data Entry, Microsoft Office, Customer Service, Word, Excel, Writing, PowerPoint, Customer Relations, Healthcare, Non-profits, Health, Problem Solving, Administration, Counseling, Scheduling, Nursing, Clinical, Clinical Research, Community Outreach, Policy, Epidemiology, Data Analysis
Education
Johns Hopkins University School of Nursing 2011 — 2013
BSN, Nursing
University of Rochester 2003 — 2007
B.A., Health & Society
Johns Hopkins Hospital July 2013 - Present
Johns Hopkins Hospital June 2012 - June 2013
Johns Hopkins Bloomberg School of Public Health September 2011 - June 2013
Johns Hopkins University School of Nursing September 2011 - June 2012
Family Planning Association of Maine January 2010 - July 2011
Yo Mamma's Home June 2007 - January 2011
Family Planning Association of Maine July 2009 - January 2010
Family Planning Association of Maine September 2008 - July 2009
Bank of America July 2007 - June 2008
University of Rochester 2006 - 2007
Skills
Research, Research Ethics, Data Entry, Microsoft Office, Customer Service, Word, Excel, Writing, PowerPoint, Customer Relations, Healthcare, Non-profits, Health, Problem Solving, Administration, Counseling, Scheduling, Nursing, Clinical, Clinical Research, Community Outreach, Policy, Epidemiology, Data Analysis
Education
Johns Hopkins University School of Nursing 2011 — 2013
BSN, Nursing
University of Rochester 2003 — 2007
B.A., Health & Society
Jim Dages's Bank of America Experience 1984 - 2000
Job Vice President Commercial Lending and Business Banking at Financial Partners Credit Union
Industry Banking
Experience
Financial Partners Credit Union June 2014 - Present
CUNA Mutual Group June 2009 - June 2014
CUNA Mutual Group January 2006 - May 2009
CUNA Mutual Group 2004 - January 2006
Teradata April 1999 - February 2004
Bank of America 1984 - 2000
Skills
Salesforce.com, Sales Management, Sales Process, Strategic Planning, Insurance, Cross-functional Team..., Account Management, Sales Operations, Team Building, Leadership, Sales, Analytics, Employee Benefits, Process Improvement, Executive Management, Selling, New Business Development, CRM, Customer Retention, Business Development, Strategy, Strategic Partnerships, B2B, Direct Sales, Vendor Management, Relationship Management, Management, Solution Selling, Sales Presentations, Call Centers, Training, Lead Generation, Banking, Underwriting, Team Leadership, Coaching, Contract Negotiation, Forecasting, Business Strategy, Risk Management, Financial Services, Credit, Financial Analysis, Loans, Finance, Customer Service, Commercial Lending, Consumer Lending, Marketing
Education
University of San Diego 1989 — 1991
MBA, Business
University of San Diego 1981 — 1984
Bachelor's degree, Business Administration and Management, General
Financial Partners Credit Union June 2014 - Present
CUNA Mutual Group June 2009 - June 2014
CUNA Mutual Group January 2006 - May 2009
CUNA Mutual Group 2004 - January 2006
Teradata April 1999 - February 2004
Bank of America 1984 - 2000
Skills
Salesforce.com, Sales Management, Sales Process, Strategic Planning, Insurance, Cross-functional Team..., Account Management, Sales Operations, Team Building, Leadership, Sales, Analytics, Employee Benefits, Process Improvement, Executive Management, Selling, New Business Development, CRM, Customer Retention, Business Development, Strategy, Strategic Partnerships, B2B, Direct Sales, Vendor Management, Relationship Management, Management, Solution Selling, Sales Presentations, Call Centers, Training, Lead Generation, Banking, Underwriting, Team Leadership, Coaching, Contract Negotiation, Forecasting, Business Strategy, Risk Management, Financial Services, Credit, Financial Analysis, Loans, Finance, Customer Service, Commercial Lending, Consumer Lending, Marketing
Education
University of San Diego 1989 — 1991
MBA, Business
University of San Diego 1981 — 1984
Bachelor's degree, Business Administration and Management, General
Pamela Sellars's Bank of America Experience 1978 - 2000
Job Regional Director Los Angeles Metro at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade 2006 - Present
First Bank 2003 - 2006
U.S. Bank 2001 - 2003
Bank of America 1978 - 2000
Education
Pepperdine University, The George L. Graziadio School of Business and ManagementMasters in Busine 1986 — 1989
Master of Business Administration (M.B.A.)
University of San Diego
Bachelor of Business Economics
TD Ameritrade 2006 - Present
First Bank 2003 - 2006
U.S. Bank 2001 - 2003
Bank of America 1978 - 2000
Education
Pepperdine University, The George L. Graziadio School of Business and ManagementMasters in Busine 1986 — 1989
Master of Business Administration (M.B.A.)
University of San Diego
Bachelor of Business Economics
Lee Bianco Lee Bianco's Bank of America Experience June 1964 - June 1992
Job EVP Chief Credit Officer California General Bank
Industry Banking
Experience
California General Bank / Professional Bus. Bank - Pasadena September 2005 - April 2011
First American Bank- Rosemead June 1992 - August 2005
Bank of America June 1964 - June 1992
Skills
Loans, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Portfolio Management, Lines Of Credit, Asset Based Lending, Underwriting, Credit Risk, Cash Management, Commercial Mortgages, Interest Rate Risk..., Consumer Lending, SBA, Loan Origination, Mortgage Banking, Retail Banking, Financial Structuring, Refinance, Financial Institutions, Financial Risk, Relationship Management, Funding, Private Banking, Treasury Management, Capital Markets, Real Estate Financing, Financial Services, Middle Market, Cash Flow Lending
Education
University of San Diego 1960 — 1964
BBA, Acctg, Economics
So. Methodist University Fuqua School of Business
Graduate Degree in Banking Administration
California General Bank / Professional Bus. Bank - Pasadena September 2005 - April 2011
First American Bank- Rosemead June 1992 - August 2005
Bank of America June 1964 - June 1992
Skills
Loans, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Small Business Lending, Portfolio Management, Lines Of Credit, Asset Based Lending, Underwriting, Credit Risk, Cash Management, Commercial Mortgages, Interest Rate Risk..., Consumer Lending, SBA, Loan Origination, Mortgage Banking, Retail Banking, Financial Structuring, Refinance, Financial Institutions, Financial Risk, Relationship Management, Funding, Private Banking, Treasury Management, Capital Markets, Real Estate Financing, Financial Services, Middle Market, Cash Flow Lending
Education
University of San Diego 1960 — 1964
BBA, Acctg, Economics
So. Methodist University Fuqua School of Business
Graduate Degree in Banking Administration
Faith Yando's Bank of America Experience June 2007 - February 2008
Job Director, Global Public Relations and Communications at Indeed
Industry Public Relations and Communications
Experience
The University of Texas at Austin October 2014 - Present
Indeed.com September 2014 - Present
Y&S Enterprises, LLC January 2014 - August 2014
Dimensional Fund Advisors October 2011 - November 2013
Natixis Global Asset Management February 2008 - August 2011
Bank of America June 2007 - February 2008
Compton Consulting Group February 2005 - May 2007
Concord Litho Group 2004 - 2005
MassDevelopment May 2002 - August 2003
Skills
Crisis Communications, Marketing Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Strategic Planning, Advertising, Corporate Communications, Financial Services, Investor Relations, Management, Strategy, Press Releases, Team Building, Portfolio Management, Leadership, Social Media
Education
University of Rochester
The University of Texas at Austin October 2014 - Present
Indeed.com September 2014 - Present
Y&S Enterprises, LLC January 2014 - August 2014
Dimensional Fund Advisors October 2011 - November 2013
Natixis Global Asset Management February 2008 - August 2011
Bank of America June 2007 - February 2008
Compton Consulting Group February 2005 - May 2007
Concord Litho Group 2004 - 2005
MassDevelopment May 2002 - August 2003
Skills
Crisis Communications, Marketing Communications, Media Relations, Internal Communications, Public Relations, Strategic Communications, Strategic Planning, Advertising, Corporate Communications, Financial Services, Investor Relations, Management, Strategy, Press Releases, Team Building, Portfolio Management, Leadership, Social Media
Education
University of Rochester
Emily (Dunstan) Smith Emily (Dunstan) Smith's Bank of America Experience June 2008 - November 2010
Job Business Analyst at Manning & Napier
Industry Investment Management
Experience
Manning & Napier March 2015 - Present
Goldman Sachs July 2012 - February 2015
Goldman Sachs June 2011 - August 2011
Bank of America June 2008 - November 2010
Paychex Inc October 2007 - January 2008
Trillium Group, LLC July 2006 - September 2006
First Niagara Risk Management, Inc June 2005 - September 2005
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Competitive and Organizational Strategy
University of Rochester 2004 — 2008
Bachelor of Arts, Financial Economics
University of Rochester 2004 — 2008
Bachelor of Science; Bachelor's, Mathematics
Richmond, The American International University
Manning & Napier March 2015 - Present
Goldman Sachs July 2012 - February 2015
Goldman Sachs June 2011 - August 2011
Bank of America June 2008 - November 2010
Paychex Inc October 2007 - January 2008
Trillium Group, LLC July 2006 - September 2006
First Niagara Risk Management, Inc June 2005 - September 2005
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Competitive and Organizational Strategy
University of Rochester 2004 — 2008
Bachelor of Arts, Financial Economics
University of Rochester 2004 — 2008
Bachelor of Science; Bachelor's, Mathematics
Richmond, The American International University
Ashanna Lynch's Bank of America Experience July 2012 - May 2015
Job Office Assistant at University of Rochester
Industry Information Technology and Services
Experience
Konica Minolta Business Solutions U.S.A., Inc. September 2015 - Present
Ruffalo Noel Levitz April 2013 - June 2015
Bank of America July 2012 - May 2015
University of Rochester July 2011 - September 2012
University of Rochester August 2011 - May 2012
Harlem Children Society June 2008 - August 2009
Gap Inc./Old Navy August 2007 - July 2009
Skills
Research, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Time Management, Public Speaking, Student Affairs, Management, Fundraising, Nonprofits, Teamwork, Editing, Customer Service
Education
University of Rochester 2009 — 2013
Statistics, Statistics
Clara Barton High School for Health Professions 2006 — 2009
High School Diploma
Konica Minolta Business Solutions U.S.A., Inc. September 2015 - Present
Ruffalo Noel Levitz April 2013 - June 2015
Bank of America July 2012 - May 2015
University of Rochester July 2011 - September 2012
University of Rochester August 2011 - May 2012
Harlem Children Society June 2008 - August 2009
Gap Inc./Old Navy August 2007 - July 2009
Skills
Research, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Time Management, Public Speaking, Student Affairs, Management, Fundraising, Nonprofits, Teamwork, Editing, Customer Service
Education
University of Rochester 2009 — 2013
Statistics, Statistics
Clara Barton High School for Health Professions 2006 — 2009
High School Diploma
Scott Macey, CRCM Scott Macey, CRCM's Bank of America Experience June 2006 - August 2007
Job Director, Risk Governance, Enterprise Risk Management at Santander N.A.
Industry Financial Services
Experience
Santander Bank, N.A. January 2014 - Present
Santander Bank, N.A. January 2012 - December 2013
Citizens Financial Group April 2011 - January 2012
Citizens Financial Group December 2007 - April 2011
Bank of America June 2006 - August 2007
Bank of America February 2001 - June 2006
Bank of America June 1998 - January 2001
Skills
Banking, Financial Services
Education
University of Rochester
BA, Philosophy
Western New England College School of Law
JD
Santander Bank, N.A. January 2014 - Present
Santander Bank, N.A. January 2012 - December 2013
Citizens Financial Group April 2011 - January 2012
Citizens Financial Group December 2007 - April 2011
Bank of America June 2006 - August 2007
Bank of America February 2001 - June 2006
Bank of America June 1998 - January 2001
Skills
Banking, Financial Services
Education
University of Rochester
BA, Philosophy
Western New England College School of Law
JD
Erika Marquez Erika Marquez's Bank of America Experience September 2000 - May 2007
Job Firm Administrator at Union Law Group, APC
Industry Law Practice
Experience
Union Law Group, APC August 2008 - Present
Bank of America September 2000 - May 2007
Skills
Marketing, Office Administration, Social Media, Social Media Marketing, Citizenship, Naturalization, Family Based Immigration, DREAM ACT, Waivers Of...
Education
University of San Diego 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
Union Law Group, APC August 2008 - Present
Bank of America September 2000 - May 2007
Skills
Marketing, Office Administration, Social Media, Social Media Marketing, Citizenship, Naturalization, Family Based Immigration, DREAM ACT, Waivers Of...
Education
University of San Diego 2002 — 2006
Bachelor of Business Administration (BBA), Marketing
Alan Aiello Alan Aiello's Bank of America Experience January 1980 - December 1987
Job Principal at Evergreen Wealth Management LLC
Industry Financial Services
Experience
Evergreen Wealth Management LLC April 1998 - Present
Forbes 400 Real Estate Investor December 1987 - April 1999
Bank of America January 1980 - December 1987
Education
University of San Diego 1978 — 1980
MBA, Finance
Evergreen Wealth Management LLC April 1998 - Present
Forbes 400 Real Estate Investor December 1987 - April 1999
Bank of America January 1980 - December 1987
Education
University of San Diego 1978 — 1980
MBA, Finance
Ed Fiorillo Ed Fiorillo's Bank of America Experience March 2003 - Present
Job VP, Senior Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America March 2003 - Present
Evergreen Investments May 2001 - March 2003
First Union National Bank March 1998 - May 2001
Manning & Napier Advisors, Inc. December 1989 - February 1998
Education
University of Rochester 1985 — 1989
BA, Economics
Bank of America March 2003 - Present
Evergreen Investments May 2001 - March 2003
First Union National Bank March 1998 - May 2001
Manning & Napier Advisors, Inc. December 1989 - February 1998
Education
University of Rochester 1985 — 1989
BA, Economics
Matthew Julius Matthew Julius's Bank of America Experience October 2011 - Present
Job Default Servicing Complaint Resolution Customer Relationship Manager at Bank of America
Industry Financial Services
Experience
Bank of America October 2011 - Present
Bank of America July 2011 - October 2011
Bank of America August 2010 - July 2011
Skills
Microsoft Excel, Data Analysis, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Outlook, Research, Public Speaking, Process Improvement, Leadership, Banking, Critical Thinking
Education
University of Rochester 2006 — 2010
BA, Financial Economics
Bank of America October 2011 - Present
Bank of America July 2011 - October 2011
Bank of America August 2010 - July 2011
Skills
Microsoft Excel, Data Analysis, PowerPoint, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Outlook, Research, Public Speaking, Process Improvement, Leadership, Banking, Critical Thinking
Education
University of Rochester 2006 — 2010
BA, Financial Economics
deven lightner deven lightner's Bank of America Experience 2008 - 2010
Job Director, Financial Analysis Manager, Union Bank
Industry Banking
Experience
Union Bank 2010 - Present
Bank of America 2008 - 2010
GMAC ResCap January 2006 - March 2008
Education
University of San Diego 2001 — 2004
Union Bank 2010 - Present
Bank of America 2008 - 2010
GMAC ResCap January 2006 - March 2008
Education
University of San Diego 2001 — 2004
Amanda Schilt Amanda Schilt's Bank of America Experience June 2015 - Present
Job SVP, Global HR Communications at Bank of America
Industry Public Relations and Communications
Experience
Bank of America June 2015 - Present
Ralph Lauren Corporation July 2009 - May 2015
Harrison & Shriftman August 2005 - July 2009
Skills
Public Relations, Marketing, Press Releases, Marketing Communications, Media Relations, Corporate Communications
Education
University of San Diego 2001 — 2005
Bachelor of Arts (B.A.)
University of San Diego School of Law 2001 — 2005
Bachelor of Arts (B.A.)
Bank of America June 2015 - Present
Ralph Lauren Corporation July 2009 - May 2015
Harrison & Shriftman August 2005 - July 2009
Skills
Public Relations, Marketing, Press Releases, Marketing Communications, Media Relations, Corporate Communications
Education
University of San Diego 2001 — 2005
Bachelor of Arts (B.A.)
University of San Diego School of Law 2001 — 2005
Bachelor of Arts (B.A.)
Trey Riley's Bank of America Experience March 2011 - September 2011
Job Project Manager at American Technologies Inc.
Industry Construction
Experience
American Technologies, Inc. January 2014 - Present
Amatuer Baseball Development Group January 2007 - Present
Dignified Transition Solutions, LLC March 2012 - January 2014
One West Bank October 2011 - February 2012
Bank of America March 2011 - September 2011
Consolidated Electrical Distributors October 2010 - January 2011
Capstone Direct Mortgage Financing July 2010 - October 2010
Ange and Proia Real Estate Group July 2010 - October 2010
UBS May 2009 - September 2009
Skills
Real Estate, Marketing, Investments, Investment Properties, Real Estate Economics, Management, Sales, Negotiation, Investors, Mortgage Lending, Analysis, Salesforce.com, Leases, Time Management, Finance, Customer Service
Education
University of San Diego 2006 — 2010
Bachelor's Degree, Finance and Real Estate
Oaks Christian High School 2002 — 2006
High School, Business
American Technologies, Inc. January 2014 - Present
Amatuer Baseball Development Group January 2007 - Present
Dignified Transition Solutions, LLC March 2012 - January 2014
One West Bank October 2011 - February 2012
Bank of America March 2011 - September 2011
Consolidated Electrical Distributors October 2010 - January 2011
Capstone Direct Mortgage Financing July 2010 - October 2010
Ange and Proia Real Estate Group July 2010 - October 2010
UBS May 2009 - September 2009
Skills
Real Estate, Marketing, Investments, Investment Properties, Real Estate Economics, Management, Sales, Negotiation, Investors, Mortgage Lending, Analysis, Salesforce.com, Leases, Time Management, Finance, Customer Service
Education
University of San Diego 2006 — 2010
Bachelor's Degree, Finance and Real Estate
Oaks Christian High School 2002 — 2006
High School, Business
Kate Reidel Kate Reidel's Bank of America Experience April 2000 - June 2003
Job Strategic Initaitives at Global Enterprise Resource Group
Industry Financial Services
Experience
Xceed Financial Credit Union October 2014 - Present
Global Enterprise Resource Group October 2014 - Present
The Affinity Advisory Group, LLC January 2012 - October 2014
Fontenay September 2008 - October 2014
Enterprise Rent-A-Car June 2003 - February 2007
Bank of America April 2000 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Negotiation, Budgets, Strategic Planning, New Business Development, Contract Negotiation, Team Building, Retail, Marketing Strategy, Sales Management, Management, Marketing
Education
University of San Diego 1999 — 2003
Bachelor of Business Administration, Marketing and Finance
Xceed Financial Credit Union October 2014 - Present
Global Enterprise Resource Group October 2014 - Present
The Affinity Advisory Group, LLC January 2012 - October 2014
Fontenay September 2008 - October 2014
Enterprise Rent-A-Car June 2003 - February 2007
Bank of America April 2000 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Sales, Negotiation, Budgets, Strategic Planning, New Business Development, Contract Negotiation, Team Building, Retail, Marketing Strategy, Sales Management, Management, Marketing
Education
University of San Diego 1999 — 2003
Bachelor of Business Administration, Marketing and Finance
Lindsay Duffey Lindsay Duffey's Bank of America Experience July 2008 - March 2011
Job KB Home New Home Sales Rep.
Industry Real Estate
Experience
Mother of Two / Realtor December 2013 - Present
KB Home October 2011 - December 2013
Bank of America July 2008 - March 2011
Bank of America July 2008 - November 2010
KB Home 2004 - 2008
Skills
Contract Negotiation, FHA, First Time Home Buyers, Investment Properties, Mortgage Lending, Negotiation, Property Management, Real Estate, Residential Homes, Sales, Selling
Education
University of San Diego 2000 — 2003
BA, Business Admin & Real Estate
Mother of Two / Realtor December 2013 - Present
KB Home October 2011 - December 2013
Bank of America July 2008 - March 2011
Bank of America July 2008 - November 2010
KB Home 2004 - 2008
Skills
Contract Negotiation, FHA, First Time Home Buyers, Investment Properties, Mortgage Lending, Negotiation, Property Management, Real Estate, Residential Homes, Sales, Selling
Education
University of San Diego 2000 — 2003
BA, Business Admin & Real Estate
David Brodell David Brodell's Bank of America Experience June 2009 - January 2011
Job Student at University of Rochester School of Medicine and Dentistry
Industry Hospital & Health Care
Experience
University of Rochester Medical Center July 2012 - Present
University of Florida June 2011 - June 2012
Examkrackers, INC June 2011 - December 2011
Bank of America June 2009 - January 2011
Washington University School of Medicine May 2008 - April 2009
Skills
Data Analysis, Research, Microsoft Excel, Public Speaking, HTML, Social Media
Education
University of Rochester School of Medicine and Dentistry 2012 — 2016
Doctor of Medicine (MD)
Washington University in St. Louis 2005 — 2009
Bachelor of Arts, Biology, Women and Gender Studies
University of Rochester Medical Center July 2012 - Present
University of Florida June 2011 - June 2012
Examkrackers, INC June 2011 - December 2011
Bank of America June 2009 - January 2011
Washington University School of Medicine May 2008 - April 2009
Skills
Data Analysis, Research, Microsoft Excel, Public Speaking, HTML, Social Media
Education
University of Rochester School of Medicine and Dentistry 2012 — 2016
Doctor of Medicine (MD)
Washington University in St. Louis 2005 — 2009
Bachelor of Arts, Biology, Women and Gender Studies
Edward Stolbof Edward Stolbof's Bank of America Experience November 1997 - October 1998
Job Angel Investor
Industry Financial Services
Experience
Investment Management August 2011 - Present
Discover Financial Services January 2008 - July 2011
Discover Financial Services August 2000 - December 2007
Discover Financial Services June 1999 - July 2000
Bank of America November 1997 - October 1998
Bank of America March 1996 - October 1997
American Express 1991 - 1992
Skills
Customer Acquisition, Customer Retention, Direct Marketing, Strategy Definition, Value Proposition..., Product Development and..., P&L Management, Branding and..., Customer Experience..., Pricing, Predictive Analytics, Analytics, Strategy, Leadership
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Marketing and Finance
University of Rochester 1979 — 1983
Bachelor of Arts (BA), Economics
Investment Management August 2011 - Present
Discover Financial Services January 2008 - July 2011
Discover Financial Services August 2000 - December 2007
Discover Financial Services June 1999 - July 2000
Bank of America November 1997 - October 1998
Bank of America March 1996 - October 1997
American Express 1991 - 1992
Skills
Customer Acquisition, Customer Retention, Direct Marketing, Strategy Definition, Value Proposition..., Product Development and..., P&L Management, Branding and..., Customer Experience..., Pricing, Predictive Analytics, Analytics, Strategy, Leadership
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Marketing and Finance
University of Rochester 1979 — 1983
Bachelor of Arts (BA), Economics
Craig Domini Craig Domini's Bank of America Experience September 2007 - Present
Job Senior Vice President, Retail Distribution at Bank of America
Industry Real Estate
Experience
Bank of America September 2007 - Present
Screampoint August 2004 - January 2007
Business Integration Group February 2001 - July 2004
Balboa Capital Corporation March 1997 - February 2001
Westcor, a subsidiary of the Macerich Company June 1993 - March 1997
Skills
Customer Relations, New Business Development, Contract Negotiation, Leases, Forecasting, Real Estate Negotiation, Sales Presentations, Sales, Advertising, CRM, Management, Strategy, Business Development, Account Management, Customer Service, Marketing, Strategic Planning, Real Estate Transactions, Portfolio Management, Leadership, Sales Process, Negotiation
Education
University of San Diego 1989 — 1993
BBA
Brophy College Preparatory 1985 — 1989
Bank of America September 2007 - Present
Screampoint August 2004 - January 2007
Business Integration Group February 2001 - July 2004
Balboa Capital Corporation March 1997 - February 2001
Westcor, a subsidiary of the Macerich Company June 1993 - March 1997
Skills
Customer Relations, New Business Development, Contract Negotiation, Leases, Forecasting, Real Estate Negotiation, Sales Presentations, Sales, Advertising, CRM, Management, Strategy, Business Development, Account Management, Customer Service, Marketing, Strategic Planning, Real Estate Transactions, Portfolio Management, Leadership, Sales Process, Negotiation
Education
University of San Diego 1989 — 1993
BBA
Brophy College Preparatory 1985 — 1989
Elena Fetterly's Bank of America Experience September 2006 - June 2007
Job IT Specialist
Industry Information Technology and Services
Experience
Dynamic Placements Office and Accounting Solutions March 2013 - January 2014
IBM January 2010 - July 2012
Bank of America September 2006 - June 2007
Bank of America July 2000 - June 2006
Bank of America June 1996 - June 2000
Bank of America February 1994 - June 1996
Skills
Enterprise Monitoring..., Tivoli Software..., Computer Security, Disaster Recovery, Windows Server, IT Service Management, Technical Support, Active Directory, Requirements Analysis, Software Testing for..., 24x7 Production Support, Information System..., Systems Analysis, Technical Support..., Tivoli Enterprise..., Workflow Database..., Help Desk Support, Online Banking Call..., Software Build and..., Business Analysis, Project Management
Education
University of San Francisco 1990 — 1993
Master in Business Administration (MBA), Two Emphases: Telecommunications and Management, 3.32
Villanova University 2009 — 2013
Certificate of Achievement in Essentials of:, IS Security (May 2013), Business Analysis (Nov 2009), and Software Testing (Mar 2009), A
Diablo Valley College 2007 — 2013
Information Technolgy, A
Dynamic Placements Office and Accounting Solutions March 2013 - January 2014
IBM January 2010 - July 2012
Bank of America September 2006 - June 2007
Bank of America July 2000 - June 2006
Bank of America June 1996 - June 2000
Bank of America February 1994 - June 1996
Skills
Enterprise Monitoring..., Tivoli Software..., Computer Security, Disaster Recovery, Windows Server, IT Service Management, Technical Support, Active Directory, Requirements Analysis, Software Testing for..., 24x7 Production Support, Information System..., Systems Analysis, Technical Support..., Tivoli Enterprise..., Workflow Database..., Help Desk Support, Online Banking Call..., Software Build and..., Business Analysis, Project Management
Education
University of San Francisco 1990 — 1993
Master in Business Administration (MBA), Two Emphases: Telecommunications and Management, 3.32
Villanova University 2009 — 2013
Certificate of Achievement in Essentials of:, IS Security (May 2013), Business Analysis (Nov 2009), and Software Testing (Mar 2009), A
Diablo Valley College 2007 — 2013
Information Technolgy, A
Bob Hession Bob Hession's Bank of America Experience June 2013 - Present
Job SVP, Sr. Service Delivery Mgr., Network Services at Bank of America
Industry Financial Services
Experience
Bank of America June 2013 - Present
Bank of America June 2011 - January 2012
Bank of America May 2010 - August 2011
Qwest Communications February 2007 - April 2010
Verizon 1995 - 2007
Skills
Managed Services, Relationship Management, Professional Services, Call Center, Unified Communications, Value Propositions, Strategic Partnerships, Solution Selling, RFP, Customer Experience, Channel, Vendor Management, Internet Services, Customer Retention, SaaS, Data Center, Telephony, Direct Sales, Salesforce.com, Cloud Computing, Telecommunications, VoIP, IT Strategy, Cross-functional Team..., Leadership, Management
Education
University of Rochester 1986 — 1990
B.A., Political Science, Economics
Bank of America June 2013 - Present
Bank of America June 2011 - January 2012
Bank of America May 2010 - August 2011
Qwest Communications February 2007 - April 2010
Verizon 1995 - 2007
Skills
Managed Services, Relationship Management, Professional Services, Call Center, Unified Communications, Value Propositions, Strategic Partnerships, Solution Selling, RFP, Customer Experience, Channel, Vendor Management, Internet Services, Customer Retention, SaaS, Data Center, Telephony, Direct Sales, Salesforce.com, Cloud Computing, Telecommunications, VoIP, IT Strategy, Cross-functional Team..., Leadership, Management
Education
University of Rochester 1986 — 1990
B.A., Political Science, Economics
Annie Nicksick Annie Nicksick's Bank of America Experience November 2003 - July 2010
Job Realtor at Berkshire Hathaway Home Serives
Industry Real Estate
Experience
Berkshire Hathaway HomeServices January 2015 - Present
Omni Realty April 2014 - January 2015
Quality Home Health May 2012 - December 2013
Southern Fidelity Mortgage September 2011 - December 2011
Bank of America November 2003 - July 2010
Skills
Credit, Strategic Planning, Loans, FHA, Mortgage Banking, Management, Mortgage Lending, Short Sales, Investors
Education
University of San Diego 1999 — 2003
Business Admin, Finance
Berkshire Hathaway HomeServices January 2015 - Present
Omni Realty April 2014 - January 2015
Quality Home Health May 2012 - December 2013
Southern Fidelity Mortgage September 2011 - December 2011
Bank of America November 2003 - July 2010
Skills
Credit, Strategic Planning, Loans, FHA, Mortgage Banking, Management, Mortgage Lending, Short Sales, Investors
Education
University of San Diego 1999 — 2003
Business Admin, Finance
Chuck Markthaler Chuck Markthaler's Bank of America Experience October 2012 - November 2013
Job On vacation
Industry Real Estate
Experience
Guild Mortgage November 2013 - June 2014
Bank of America October 2012 - November 2013
Wells Fargo Bank July 2010 - November 2012
Power Testing & Energization, A division of Power Engineers July 2009 - July 2010
Restoration & Repair Service January 2003 - July 2009
GN Great Nordic August 2000 - January 2003
Digital Lightwave March 1998 - August 2000
Northern Wire & Cable / Anicom inc. January 1995 - March 1998
CIGNA Healthcare January 1993 - March 1995
US Navy October 1984 - January 1993
Skills
Management, CRM, Program Management, Sales, Telecommunications, Sales Operations, Sales Management, Direct Sales, Real Estate, Budgets, Mortgage Lending, Customer Service, Loans, Finance, Investment Properties
Education
University of San Diego 1988 — 1991
B.A., Business Administration
Guild Mortgage November 2013 - June 2014
Bank of America October 2012 - November 2013
Wells Fargo Bank July 2010 - November 2012
Power Testing & Energization, A division of Power Engineers July 2009 - July 2010
Restoration & Repair Service January 2003 - July 2009
GN Great Nordic August 2000 - January 2003
Digital Lightwave March 1998 - August 2000
Northern Wire & Cable / Anicom inc. January 1995 - March 1998
CIGNA Healthcare January 1993 - March 1995
US Navy October 1984 - January 1993
Skills
Management, CRM, Program Management, Sales, Telecommunications, Sales Operations, Sales Management, Direct Sales, Real Estate, Budgets, Mortgage Lending, Customer Service, Loans, Finance, Investment Properties
Education
University of San Diego 1988 — 1991
B.A., Business Administration
Monica Adler Monica Adler's Bank of America Experience 2006 - 2012
Job Vice President, Budget & Organization in Enterprise Risk Management at Santander Holdings USA
Industry Financial Services
Experience
Santander Bank, N.A. 2012 - 2014
Bank of America 2006 - 2012
Bank of America 2002 - 2006
Bank of America 2000 - 2002
FleetBoston Financial 1998 - 2000
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Financial Risk, Credit Risk, Commercial Lending, Credit Analysis, Consumer Lending, Retail Banking, Portfolio Management, Operational Risk..., Relationship Management, Financial Services
Education
University of Rochester
Santander Bank, N.A. 2012 - 2014
Bank of America 2006 - 2012
Bank of America 2002 - 2006
Bank of America 2000 - 2002
FleetBoston Financial 1998 - 2000
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Financial Risk, Credit Risk, Commercial Lending, Credit Analysis, Consumer Lending, Retail Banking, Portfolio Management, Operational Risk..., Relationship Management, Financial Services
Education
University of Rochester
Ali Hasan Ali Hasan's Bank of America Experience 2007 - 2008
Job Director, Application Engineering at BrightLine
Industry Internet
Experience
BrightLine 2013 - Present
Medialets June 2011 - 2013
Medialets June 2010 - June 2011
Echospin January 2010 - June 2010
AOL June 2007 - December 2009
Bank of America 2007 - 2008
NYSE Euronext 2006 - 2007
Weill Medical College 2003 - 2006
Skills
Scalable Web..., HTML 5, JavaScript, Node.js, CSS, CSS3, jQuery, Mobile Devices, Mobile Applications, Java, Ruby on Rails, Ruby, User Experience, User Interface, Flash, XSLT, Backbone.js, SASS, MySQL, Mobile Advertising, Information Architecture, Front-end, JavaScriptMVC, Unobtrusive Javascript, Stylus, Jade, MongoDB, Agile Project Management, YUI, d3.js, Smart TV, Connected Devices, Analytics, Test Automation, Mac OS X, HTML5, Web Development, XML, AJAX, JSON, SQL, Usability
Education
University of Rochester 1999 — 2003
Bachelor of Science, Molecular Genetics
Stuyvesant HS 1995 — 1999
BrightLine 2013 - Present
Medialets June 2011 - 2013
Medialets June 2010 - June 2011
Echospin January 2010 - June 2010
AOL June 2007 - December 2009
Bank of America 2007 - 2008
NYSE Euronext 2006 - 2007
Weill Medical College 2003 - 2006
Skills
Scalable Web..., HTML 5, JavaScript, Node.js, CSS, CSS3, jQuery, Mobile Devices, Mobile Applications, Java, Ruby on Rails, Ruby, User Experience, User Interface, Flash, XSLT, Backbone.js, SASS, MySQL, Mobile Advertising, Information Architecture, Front-end, JavaScriptMVC, Unobtrusive Javascript, Stylus, Jade, MongoDB, Agile Project Management, YUI, d3.js, Smart TV, Connected Devices, Analytics, Test Automation, Mac OS X, HTML5, Web Development, XML, AJAX, JSON, SQL, Usability
Education
University of Rochester 1999 — 2003
Bachelor of Science, Molecular Genetics
Stuyvesant HS 1995 — 1999
James Brophy James Brophy's Bank of America Experience 2004 - Present
Job Banking Professional
Industry Banking
Experience
Bank of America 2004 - Present
UBS Securities Co., Ltd 1998 - 2004
Paine Webber 1988 - 1998
L.F. Rothschild Unterberg Towbin 1983 - 1988
Mabon Nugent & Company 1979 - 1983
Skills
Credit, Credit Risk, Cross Selling, Fixed Income, Investments, Trading, Securities, Hedge Funds, CDS, Asset Management, Bloomberg, Bonds, Capital Markets, Equities, Derivatives, Investment Banking
Education
University of Rochester 1975 — 1979
Bachelor of Arts (B.A.), Economics
Bank of America 2004 - Present
UBS Securities Co., Ltd 1998 - 2004
Paine Webber 1988 - 1998
L.F. Rothschild Unterberg Towbin 1983 - 1988
Mabon Nugent & Company 1979 - 1983
Skills
Credit, Credit Risk, Cross Selling, Fixed Income, Investments, Trading, Securities, Hedge Funds, CDS, Asset Management, Bloomberg, Bonds, Capital Markets, Equities, Derivatives, Investment Banking
Education
University of Rochester 1975 — 1979
Bachelor of Arts (B.A.), Economics
Safiya Govani's Bank of America Experience April 2012 - December 2012
Job Business Administrator at Microsoft
Industry Executive Office
Experience
Microsoft December 2012 - Present
Bank of America April 2012 - December 2012
Maximo Nivel September 2011 - December 2011
Living Montessori Education Community 2009 - 2011
University of San Diego Athletic Center September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Budgets, Office Management, Administrative..., Research, Accounts Payable, QuickBooks, Data Entry, Team Building, Accounts Receivable, Accounting
Education
University of San Diego 2005 — 2009
BBA, Business Adminstration
Microsoft December 2012 - Present
Bank of America April 2012 - December 2012
Maximo Nivel September 2011 - December 2011
Living Montessori Education Community 2009 - 2011
University of San Diego Athletic Center September 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Outlook, Budgets, Office Management, Administrative..., Research, Accounts Payable, QuickBooks, Data Entry, Team Building, Accounts Receivable, Accounting
Education
University of San Diego 2005 — 2009
BBA, Business Adminstration
Le Wang Le Wang's Bank of America Experience August 2014 - Present
Job Business Technology Analyst: Financial Services Technology | Consumer Banking Technology | Enterprise Solutions
Industry Financial Services
Experience
Bank of America August 2014 - Present
FDM Group May 2014 - August 2014
University of Rochester Heart Research Follow-Up Program May 2013 - May 2014
Columbia University Medical Center July 2008 - August 2008
Skills
ITIL v3 Foundations..., Enterprise Systems..., Retail Banking..., Microsoft Visio, Agile Methodologies, IT Infrastructure Design, Visual C#, SQL, Unix, Java, Matlab, JBoss Application Server, RESTful WebServices, ActiveMQ, Oracle Database, GoldenGate, Data Guard, Connect Direct
Education
University of Rochester 2010 — 2014
Bachelor of Science (BS), Biomedical Engineering, Concentration in Electrical Engineering
Bank of America August 2014 - Present
FDM Group May 2014 - August 2014
University of Rochester Heart Research Follow-Up Program May 2013 - May 2014
Columbia University Medical Center July 2008 - August 2008
Skills
ITIL v3 Foundations..., Enterprise Systems..., Retail Banking..., Microsoft Visio, Agile Methodologies, IT Infrastructure Design, Visual C#, SQL, Unix, Java, Matlab, JBoss Application Server, RESTful WebServices, ActiveMQ, Oracle Database, GoldenGate, Data Guard, Connect Direct
Education
University of Rochester 2010 — 2014
Bachelor of Science (BS), Biomedical Engineering, Concentration in Electrical Engineering
Michelle Belgar Michelle Belgar's Bank of America Experience July 2013 - Present
Job
Industry Banking
Experience
Bank of America July 2013 - Present
La Jolla Pacific Business Brokerage December 2010 - Present
Skills
Banking, Risk Management, Cash Management, Credit, Finance, Portfolio Management, Business Development, Investments, Insurance, Commercial Banking, Mergers, Loans, Underwriting, Asset Managment, Accounting, Financial Analysis, Leadership, Management, Asset Management, Financial Services, Real Estate, Sales, Marketing, Treasury Management, Strategic Financial..., Commercial Lending, Mergers & Acquisitions, Small Business, Negotiation, Credit Analysis, New Business Development, Due Diligence, Corporate Finance, Business Planning, Analysis, Entrepreneurship, Credit Risk, Selling, Mutual Funds, Commercial Mortgages, Loan Origination, Small Business Lending, Executive Management, Financial Modeling, Cross Selling, Valuation, Private Equity, Financial Structuring, Funding
Education
Cal Poly
B.S, Business Administration; Global Strategy and Law and Management Information Systems
University of San Diego
Bank of America July 2013 - Present
La Jolla Pacific Business Brokerage December 2010 - Present
Skills
Banking, Risk Management, Cash Management, Credit, Finance, Portfolio Management, Business Development, Investments, Insurance, Commercial Banking, Mergers, Loans, Underwriting, Asset Managment, Accounting, Financial Analysis, Leadership, Management, Asset Management, Financial Services, Real Estate, Sales, Marketing, Treasury Management, Strategic Financial..., Commercial Lending, Mergers & Acquisitions, Small Business, Negotiation, Credit Analysis, New Business Development, Due Diligence, Corporate Finance, Business Planning, Analysis, Entrepreneurship, Credit Risk, Selling, Mutual Funds, Commercial Mortgages, Loan Origination, Small Business Lending, Executive Management, Financial Modeling, Cross Selling, Valuation, Private Equity, Financial Structuring, Funding
Education
Cal Poly
B.S, Business Administration; Global Strategy and Law and Management Information Systems
University of San Diego
Brendan Hoelmer Brendan Hoelmer's Bank of America Experience June 2009 - June 2010
Job Senior Analyst Global Markets Intelligence at Ipreo
Industry Financial Services
Experience
Ipreo February 2013 - Present
Morgan Stanley Smith Barney April 2012 - February 2013
Façonnable March 2012 - April 2012
Global Hunter Securities, LLC August 2011 - September 2011
Bank of America June 2009 - June 2010
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science, Finance
William & Mary 2004 — 2008
Bachelor of Arts, Economics, Computer Science
Ipreo February 2013 - Present
Morgan Stanley Smith Barney April 2012 - February 2013
Façonnable March 2012 - April 2012
Global Hunter Securities, LLC August 2011 - September 2011
Bank of America June 2009 - June 2010
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2011
Master of Science, Finance
William & Mary 2004 — 2008
Bachelor of Arts, Economics, Computer Science
Jonathan Pearson Jonathan Pearson's Bank of America Experience August 2010 - April 2013
Job Software Engineer at Google
Industry Computer Software
Experience
Google May 2013 - Present
Bank of America August 2010 - April 2013
Sixnet January 2007 - July 2010
Sixnet June 2006 - August 2006
University of Rochester January 2006 - May 2006
University of Rochester September 2005 - May 2006
Wurld Media May 2004 - September 2004
Skills
C, Java, SQL, Perl, Linux, Apache, Bash, Distributed Systems, C++, JavaScript, Operating Systems, Testing, Embedded Systems, Maven, Struts, Servers
Education
University of Rochester 2005 — 2008
MS, Computer Science
University of Rochester 2001 — 2005
BS, Computer Science
Google May 2013 - Present
Bank of America August 2010 - April 2013
Sixnet January 2007 - July 2010
Sixnet June 2006 - August 2006
University of Rochester January 2006 - May 2006
University of Rochester September 2005 - May 2006
Wurld Media May 2004 - September 2004
Skills
C, Java, SQL, Perl, Linux, Apache, Bash, Distributed Systems, C++, JavaScript, Operating Systems, Testing, Embedded Systems, Maven, Struts, Servers
Education
University of Rochester 2005 — 2008
MS, Computer Science
University of Rochester 2001 — 2005
BS, Computer Science
Craig Butler's Bank of America Experience April 2001 - August 2003
Job Vice President of Information Systems at Workday
Industry Information Technology and Services
Experience
Workday July 2012 - Present
AAA NCNU July 2005 - April 2012
eBay August 2003 - July 2005
Bank of America April 2001 - August 2003
KANA October 1999 - April 2001
Quickstart Technologies January 1998 - October 1999
Skills
SaaS, Cloud Computing, CRM, Enterprise Software, Business Intelligence, Product Management, Strategy, Salesforce.com, Agile Methodologies, Vendor Management, Business Strategy, IT Strategy, E-commerce, Cross-functional Team..., Management, IT Outsourcing, Workday, Technology Planning, User-centered Design, Professional Services, User Experience, Change Management, Leadership, SDLC, Process Improvement, Consulting, Information Technology, Project Portfolio..., Thought Leadership, Social Media, Enterprise Architecture, Service Delivery, IT Transformation, IT Management, E-business, Agile Project Management, Analytics, SOA, Business Process, Integration, Customer Engagement, Software Project..., Business Process..., CRM software, Information Systems..., Technology Leadership, Technology Transition, Box.net, Social CRM, Customer Success
Education
University of San Francisco
BS, Information Science
Workday July 2012 - Present
AAA NCNU July 2005 - April 2012
eBay August 2003 - July 2005
Bank of America April 2001 - August 2003
KANA October 1999 - April 2001
Quickstart Technologies January 1998 - October 1999
Skills
SaaS, Cloud Computing, CRM, Enterprise Software, Business Intelligence, Product Management, Strategy, Salesforce.com, Agile Methodologies, Vendor Management, Business Strategy, IT Strategy, E-commerce, Cross-functional Team..., Management, IT Outsourcing, Workday, Technology Planning, User-centered Design, Professional Services, User Experience, Change Management, Leadership, SDLC, Process Improvement, Consulting, Information Technology, Project Portfolio..., Thought Leadership, Social Media, Enterprise Architecture, Service Delivery, IT Transformation, IT Management, E-business, Agile Project Management, Analytics, SOA, Business Process, Integration, Customer Engagement, Software Project..., Business Process..., CRM software, Information Systems..., Technology Leadership, Technology Transition, Box.net, Social CRM, Customer Success
Education
University of San Francisco
BS, Information Science
Barry Haas, CFA's Bank of America Experience June 1989 — April 1992
Job Financial Advisor
Industry Investment Management
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2002 — Present
Hofstra University September 2008 — Present
Swiss American Securities Inc. June 1994 — January 2002
Standard & Poor's April 1992 — June 1994
Bank of America June 1989 — April 1992
Skills
Asset Managment, Equities, Finance, Portfolio Management, Investments, Series 7, Securities, Options, Trading, Estate Planning, Investment Strategies, Analysis, Insurance, Trusts
Education
University of Rochester 1985 — 1989
BA, Economics
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2002 — Present
Hofstra University September 2008 — Present
Swiss American Securities Inc. June 1994 — January 2002
Standard & Poor's April 1992 — June 1994
Bank of America June 1989 — April 1992
Skills
Asset Managment, Equities, Finance, Portfolio Management, Investments, Series 7, Securities, Options, Trading, Estate Planning, Investment Strategies, Analysis, Insurance, Trusts
Education
University of Rochester 1985 — 1989
BA, Economics
Dion Chay's Bank of America Experience April 2004 - Present
Job Change Management Professional
Industry Banking
Experience
Bank of America April 2004 - Present
FleetBoston Financial October 2000 - March 2004
M&T Bank July 1998 - September 2000
Rochester Gas & Electric June 1997 - June 1998
Climate Control Limited January 1995 - September 1996
Port-of-Spain General Hospital November 1993 - December 1994
Skills
PMO, CRM, Management, Competitive Analysis, Training, IT Strategy, Portfolio Management, Payments, Business Process..., Executive Management, Market Research, Risk Management, Banking
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance, Operations
University of the West Indies, St. Augustine Campus 1990 — 1993
BSc, Mech. Eng.
Bank of America April 2004 - Present
FleetBoston Financial October 2000 - March 2004
M&T Bank July 1998 - September 2000
Rochester Gas & Electric June 1997 - June 1998
Climate Control Limited January 1995 - September 1996
Port-of-Spain General Hospital November 1993 - December 1994
Skills
PMO, CRM, Management, Competitive Analysis, Training, IT Strategy, Portfolio Management, Payments, Business Process..., Executive Management, Market Research, Risk Management, Banking
Education
University of Rochester - Simon Business School 1996 — 1998
MBA, Finance, Operations
University of the West Indies, St. Augustine Campus 1990 — 1993
BSc, Mech. Eng.
Brian Wink's Bank of America Experience June 1989 - June 1991
Job Executive VicePresident, Commercial Capital Finance Group
Industry Financial Services
Experience
Commercial Capital Finance Group April 2005 - Present
All Media Capital, Inc. April 1996 - March 2007
Farmers Insurance Group June 1991 - April 1996
Bank of America June 1989 - June 1991
Skills
Mergers, Forecasting, Financial Services, Start-ups, Finance, New Business Development, Business Development, Business Planning, Business Strategy, Sales Management, Negotiation, Private Equity, Contract Negotiation, Financial Analysis, Structured Finance, Mergers & Acquisitions, Investment Banking, Strategy, Strategic Planning, Portfolio Management, Manufacturing, Management, Due Diligence, Credit
Education
University of San Diego 1987 — 1990
BS, Political Science and Economics
Commercial Capital Finance Group April 2005 - Present
All Media Capital, Inc. April 1996 - March 2007
Farmers Insurance Group June 1991 - April 1996
Bank of America June 1989 - June 1991
Skills
Mergers, Forecasting, Financial Services, Start-ups, Finance, New Business Development, Business Development, Business Planning, Business Strategy, Sales Management, Negotiation, Private Equity, Contract Negotiation, Financial Analysis, Structured Finance, Mergers & Acquisitions, Investment Banking, Strategy, Strategic Planning, Portfolio Management, Manufacturing, Management, Due Diligence, Credit
Education
University of San Diego 1987 — 1990
BS, Political Science and Economics
Chris Domeny's Bank of America Experience February 2008 - Present
Job Honorary Consul, Entrepreneur, Business Technologist
Industry Information Technology and Services
Experience
Honorary Consulate of the Republic of Hungary March 2014 - Present
Consular Corps of North Carolina March 2014 - Present
Charlotte International Cabinet March 2014 - Present
Eltec Group February 2013 - Present
Bank of America February 2008 - Present
Bavarian U.S. Offices for Economic Development LLC, East Coast Division February 2005 - September 2005
Eltec Group June 2000 - December 2004
Phat Entertainment January 2003 - March 2004
Skills
Innovation, Ideation, Building Relationships, Business Strategy, Business Process..., Marketing, Operations Management, Entrepreneurship, Collaboration Tools, Social Media, Foreign Languages, International, Idea Generation, Business Development, Strategy, Analytics, Business Process, Risk Management, Banking, Executive Management, Strategic Planning, Enterprise Software, Finance, Financial Modeling, Management Consulting, Venture Capital, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Financial Analysis, Cross-functional Team..., Relationship Building
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2006 — 2007
MBA
University of South Carolina - The Moore School of Business 1996 — 2000
BA
American International School Budapest 1995 — 1996
HS
Realschule Oberesslingen 1993 — 1994
HS
Honorary Consulate of the Republic of Hungary March 2014 - Present
Consular Corps of North Carolina March 2014 - Present
Charlotte International Cabinet March 2014 - Present
Eltec Group February 2013 - Present
Bank of America February 2008 - Present
Bavarian U.S. Offices for Economic Development LLC, East Coast Division February 2005 - September 2005
Eltec Group June 2000 - December 2004
Phat Entertainment January 2003 - March 2004
Skills
Innovation, Ideation, Building Relationships, Business Strategy, Business Process..., Marketing, Operations Management, Entrepreneurship, Collaboration Tools, Social Media, Foreign Languages, International, Idea Generation, Business Development, Strategy, Analytics, Business Process, Risk Management, Banking, Executive Management, Strategic Planning, Enterprise Software, Finance, Financial Modeling, Management Consulting, Venture Capital, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Financial Analysis, Cross-functional Team..., Relationship Building
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2006 — 2007
MBA
University of South Carolina - The Moore School of Business 1996 — 2000
BA
American International School Budapest 1995 — 1996
HS
Realschule Oberesslingen 1993 — 1994
HS
Albert Lao's Bank of America Experience February 2006 - Present
Job Operations Project Consultant at Bank of America
Industry Banking
Experience
Bank of America February 2006 - Present
TMX Philippines 1990 - 2000
Education
University of San Carlos 1984 — 1989
Bank of America February 2006 - Present
TMX Philippines 1990 - 2000
Education
University of San Carlos 1984 — 1989
Brigid Handy-Williams's Bank of America Experience August 1998 - Present
Job Senior Analyst Bank of America
Industry Financial Services
Experience
Bank of America August 1998 - Present
Education
University of Rochester 1985 — 1990
Bank of America August 1998 - Present
Education
University of Rochester 1985 — 1990
Daniel Jarvis's Bank of America Experience July 2009 - October 2010
Job Project Manager at NICE Actimize
Industry Information Technology and Services
Experience
NICE Actimize June 2014 - Present
Jarvis Consulting March 2001 - May 2014
Guardian Life 2013 - 2014
RBS Citizens Group May 2011 - November 2011
Bank of America July 2009 - October 2010
Citi May 2008 - August 2008
Banc of America Securities August 2006 - November 2007
Credit Suisse 2004 - 2006
GE Commercial Finance July 2002 - April 2004
JPMorgan Chase 2000 - 2000
Skills
Software Project..., Equity Derivatives, Credit Risk, Interest Rate..., Derivatives, Fixed Income, Market Risk, FX Options, Budget, Structured Finance, Budgets, Risk Management, Business Analysis, Capital Markets, Trading Systems
Education
University of Rochester 1991 — 1995
Economics
NICE Actimize June 2014 - Present
Jarvis Consulting March 2001 - May 2014
Guardian Life 2013 - 2014
RBS Citizens Group May 2011 - November 2011
Bank of America July 2009 - October 2010
Citi May 2008 - August 2008
Banc of America Securities August 2006 - November 2007
Credit Suisse 2004 - 2006
GE Commercial Finance July 2002 - April 2004
JPMorgan Chase 2000 - 2000
Skills
Software Project..., Equity Derivatives, Credit Risk, Interest Rate..., Derivatives, Fixed Income, Market Risk, FX Options, Budget, Structured Finance, Budgets, Risk Management, Business Analysis, Capital Markets, Trading Systems
Education
University of Rochester 1991 — 1995
Economics
Edgar Tupaz's Bank of America Experience March 2013 - Present
Job AVP; Lead Consultant System Engineering at Bank of America
Industry Information Technology and Services
Experience
Bank of America March 2013 - Present
Bank of America 2009 - Present
gmac-rfc 2004 - Present
GMAC 2001 - 2008
GMAC-RESCAP 2005 - August 2007
Skills
SDLC, IT Project & Program...
Education
University of San Carlos
B.S.
University of San Carlos
Bachelor's degree
Bank of America March 2013 - Present
Bank of America 2009 - Present
gmac-rfc 2004 - Present
GMAC 2001 - 2008
GMAC-RESCAP 2005 - August 2007
Skills
SDLC, IT Project & Program...
Education
University of San Carlos
B.S.
University of San Carlos
Bachelor's degree
Cecilia Mayberry Waeltz's Bank of America Experience August 2012 - Present
Job Operations Analyst at Bank of America
Industry Banking
Experience
Bank of America August 2012 - Present
Bank of America January 2012 - August 2012
Bank of America January 2011 - January 2012
Education
University of Rochester - Simon Business School 2006 — 2008
Bank of America August 2012 - Present
Bank of America January 2012 - August 2012
Bank of America January 2011 - January 2012
Education
University of Rochester - Simon Business School 2006 — 2008
Randall Yang's Bank of America Experience January 2003 - June 2007
Job Production Support Manager at Chase
Industry Banking
Experience
Chase January 2015 - Present
IBM / Express Scripts June 2013 - January 2015
Citibank / Smith Barney June 2007 - December 2012
Bank of America January 2003 - June 2007
Lehman Brothers March 1992 - January 2003
Morgan Stanley July 1987 - March 1992
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Equities, Trading Systems, Portfolio Management, Investment Banking, Financial Services, Derivatives, Risk Management, Hedge Funds, Securities, Banking, Wealth Management, SDLC, Alternative Investments, Asset Management, Vendor Management, Electronic Trading
Education
University of Rochester 1983 — 1987
Bachelor of Arts (B.A.), Economics / Political Science
Chase January 2015 - Present
IBM / Express Scripts June 2013 - January 2015
Citibank / Smith Barney June 2007 - December 2012
Bank of America January 2003 - June 2007
Lehman Brothers March 1992 - January 2003
Morgan Stanley July 1987 - March 1992
Skills
Market Risk, Credit Risk, Fixed Income, Capital Markets, Equities, Trading Systems, Portfolio Management, Investment Banking, Financial Services, Derivatives, Risk Management, Hedge Funds, Securities, Banking, Wealth Management, SDLC, Alternative Investments, Asset Management, Vendor Management, Electronic Trading
Education
University of Rochester 1983 — 1987
Bachelor of Arts (B.A.), Economics / Political Science
Glenn Thomas's Bank of America Experience March 2006 - April 2007
Job Senior Project Manager at GE
Industry Financial Services
Experience
General Electric Capital November 2013 - Present
Ernst & Young September 2012 - October 2013
SunGard Consulting Services October 2007 - September 2012
Credit Suisse Group April 2007 - October 2007
Bank of America March 2006 - April 2007
JPMorganChase January 2001 - March 2006
Pricewaterhouse Coopers LLP January 2000 - January 2001
Sapient Corporation January 1999 - January 2000
Furman Selz LLC January 1995 - January 1997
Investment Management Services Inc January 1993 - January 1995
Skills
Business Analysis, Risk Management, Fixed Income, Agile Methodologies, Financial Risk, Equities, Market Risk, Bloomberg, Credit Risk, Financial Services, Analysis, Project Management, Trading, Data Analysis
Education
University of Rochester 1997 — 1999
M.B.A, Finance
Statue University of New York at Plattsburgh 1983 — 1987
B.S, Accounting
General Electric Capital November 2013 - Present
Ernst & Young September 2012 - October 2013
SunGard Consulting Services October 2007 - September 2012
Credit Suisse Group April 2007 - October 2007
Bank of America March 2006 - April 2007
JPMorganChase January 2001 - March 2006
Pricewaterhouse Coopers LLP January 2000 - January 2001
Sapient Corporation January 1999 - January 2000
Furman Selz LLC January 1995 - January 1997
Investment Management Services Inc January 1993 - January 1995
Skills
Business Analysis, Risk Management, Fixed Income, Agile Methodologies, Financial Risk, Equities, Market Risk, Bloomberg, Credit Risk, Financial Services, Analysis, Project Management, Trading, Data Analysis
Education
University of Rochester 1997 — 1999
M.B.A, Finance
Statue University of New York at Plattsburgh 1983 — 1987
B.S, Accounting
Joe Cavallaro's Bank of America Experience June 2011 - July 2013
Job Carrier Account Manager at EarthLink Business
Industry Banking
Experience
EarthLink Business July 2013 - Present
Bank of America June 2011 - July 2013
EarthLink July 2005 - June 2011
Bank of America 1999 - June 2005
Fleet Bank 1999 - 2000
Skills
Contract Negotiation, Customer Service, Leadership, Analysis, Sales, Marketing, Finance, Process Improvement, Program Management, Strategic Planning, Management, Project Management, Team Building, New Business Development, Cross-functional Team..., Solution Selling, Negotiation, Customer Satisfaction, Vendor Management, Sales Management, Business Development, Team Leadership
Education
University of Rochester 1989 — 1993
Economics of Health and Society, Business
EarthLink Business July 2013 - Present
Bank of America June 2011 - July 2013
EarthLink July 2005 - June 2011
Bank of America 1999 - June 2005
Fleet Bank 1999 - 2000
Skills
Contract Negotiation, Customer Service, Leadership, Analysis, Sales, Marketing, Finance, Process Improvement, Program Management, Strategic Planning, Management, Project Management, Team Building, New Business Development, Cross-functional Team..., Solution Selling, Negotiation, Customer Satisfaction, Vendor Management, Sales Management, Business Development, Team Leadership
Education
University of Rochester 1989 — 1993
Economics of Health and Society, Business
Tianmei Xu's Bank of America Experience February 2009 - Present
Job at
Industry Market Research
Experience
Bank of America February 2009 - Present
Coty July 2007 - August 2008
Xin Hua News Bureau September 2002 - October 2005
Education
2006 — 2007
MBA, marketing
University of Rochester - Simon Business School 2006 — 2007
Bank of America February 2009 - Present
Coty July 2007 - August 2008
Xin Hua News Bureau September 2002 - October 2005
Education
2006 — 2007
MBA, marketing
University of Rochester - Simon Business School 2006 — 2007
Ben Suhr's Bank of America Experience September 2001 - November 2003
Job Process improvement and project management
Industry Investment Banking
Experience
Citigroup May 2012 - Present
Merrill Lynch November 2003 - May 2012
Bank of America September 2001 - November 2003
Bank of America July 1998 - September 2001
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Securities, Corporate Actions, Back Office, Prime Brokerage, DTC, Trading, Bloomberg, Derivatives, Equity Derivatives, Operational Risk, Middle Office, FX Options, Analytics, Metrics, Financial Risk, Portfolio Management, Options, Trading Systems, Banking, Bonds, Hedge Funds, Financial Modeling, Risk Management
Education
University of Rochester
Bachelor of Arts, Economics
Citigroup May 2012 - Present
Merrill Lynch November 2003 - May 2012
Bank of America September 2001 - November 2003
Bank of America July 1998 - September 2001
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Securities, Corporate Actions, Back Office, Prime Brokerage, DTC, Trading, Bloomberg, Derivatives, Equity Derivatives, Operational Risk, Middle Office, FX Options, Analytics, Metrics, Financial Risk, Portfolio Management, Options, Trading Systems, Banking, Bonds, Hedge Funds, Financial Modeling, Risk Management
Education
University of Rochester
Bachelor of Arts, Economics
Mary Beth (Moroney) Ferrante's Bank of America Experience January 2014 - Present
Job SVP, Business Planning & Strategic Initiatives
Industry Financial Services
Experience
Bank of America January 2014 - Present
Bank of America April 2012 - January 2014
Bank of America February 2011 - April 2012
Bank of America Home Loans October 2009 - February 2011
Bank of America April 2009 - October 2009
Bank of America formerly Countrywide Financial October 2008 - March 2009
Countrywide Financial Corp May 2007 - October 2008
Goldman Sachs January 2006 - May 2007
Skills
Process Improvement, Change Management, Onboarding, Compliance, Project Implementation, College Recruiting, Training & Development, Employee Training, Training, Leadership, Strategy, Recruiting, Management, Strategic Planning, Risk Management, Program Management, Vendor Management
Education
University of San Diego 2001 — 2005
BBA, Business Administration, Sociology
Bank of America January 2014 - Present
Bank of America April 2012 - January 2014
Bank of America February 2011 - April 2012
Bank of America Home Loans October 2009 - February 2011
Bank of America April 2009 - October 2009
Bank of America formerly Countrywide Financial October 2008 - March 2009
Countrywide Financial Corp May 2007 - October 2008
Goldman Sachs January 2006 - May 2007
Skills
Process Improvement, Change Management, Onboarding, Compliance, Project Implementation, College Recruiting, Training & Development, Employee Training, Training, Leadership, Strategy, Recruiting, Management, Strategic Planning, Risk Management, Program Management, Vendor Management
Education
University of San Diego 2001 — 2005
BBA, Business Administration, Sociology
Hal Miller's Bank of America Experience August 2010 - Present
Job SVP Business Executive ReconTrust at Bank of America
Industry Financial Services
Experience
Bank of America August 2010 - Present
Bank of America August 2009 - August 2010
Bank of America November 2005 - August 2009
The Sutherland Group 2000 - 2005
Accenture 1998 - 1999
Skills
BPO, Risk Management, Business Process..., Process Improvement, Business Strategy, Outsourcing, Operations Management, Strategic Planning, Financial Modeling, Cross-functional Team..., Business Process..., Mortgage Banking, Mortgage Lending, Mortgage Servicing, Foreclosures, Professional Services, Project Delivery, Project Management, Financial Analysis, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance
State University of New York, Potsdam 1981 — 1985
BA, Economics
Bank of America August 2010 - Present
Bank of America August 2009 - August 2010
Bank of America November 2005 - August 2009
The Sutherland Group 2000 - 2005
Accenture 1998 - 1999
Skills
BPO, Risk Management, Business Process..., Process Improvement, Business Strategy, Outsourcing, Operations Management, Strategic Planning, Financial Modeling, Cross-functional Team..., Business Process..., Mortgage Banking, Mortgage Lending, Mortgage Servicing, Foreclosures, Professional Services, Project Delivery, Project Management, Financial Analysis, Finance
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance
State University of New York, Potsdam 1981 — 1985
BA, Economics
Rickey Her's Bank of America Experience June 1999 - August 2010
Job DE Underwriter/SAR at First Community Mortgage
Industry Financial Services
Experience
Mortgage Services III, LLC August 2011 - January 2014
SunTrust Bank September 2010 - May 2011
Bank of America June 1999 - August 2010
Countrywide June 1999 - April 2009
Skills
FHA, Mortgage Lending, Credit, Residential Mortgages, Mortgage Banking, Loan Origination, Refinance, Loans, FHA financing, Underwriting, Mortgage Underwriting, VA loans
Education
University of Rochester 1995 — 1999
Bachelor of Arts in Economics with Management Certificate in Finance/Accounting
Mortgage Services III, LLC August 2011 - January 2014
SunTrust Bank September 2010 - May 2011
Bank of America June 1999 - August 2010
Countrywide June 1999 - April 2009
Skills
FHA, Mortgage Lending, Credit, Residential Mortgages, Mortgage Banking, Loan Origination, Refinance, Loans, FHA financing, Underwriting, Mortgage Underwriting, VA loans
Education
University of Rochester 1995 — 1999
Bachelor of Arts in Economics with Management Certificate in Finance/Accounting
Karl Broussard's Bank of America Experience June 2001 - Present
Job Vice President at Bank of America Home Loans NMLS #483464
Industry Financial Services
Experience
Bank of America June 2001 - Present
Skills
Foreclosures, First Time Home Buyers, Investment Properties, Real Estate, REO, Short Sales, Mortgage Lending, FHA, Selling, Loans, Mortgage, Residential, Mortgage Banking, Sellers, Single Family Homes, Buyer Representation, Relocation, Residential Homes, Loan Origination, Finance, Refinance
Education
University of San Diego
Bank of America June 2001 - Present
Skills
Foreclosures, First Time Home Buyers, Investment Properties, Real Estate, REO, Short Sales, Mortgage Lending, FHA, Selling, Loans, Mortgage, Residential, Mortgage Banking, Sellers, Single Family Homes, Buyer Representation, Relocation, Residential Homes, Loan Origination, Finance, Refinance
Education
University of San Diego
Calvin Chu's Bank of America Experience 1991 - 2000
Job All About System Performance
Industry Information Technology and Services
Experience
Responsys May 2013 - Present
Walmart eCommerce 2011 - May 2013
Dell Computers 2009 - 2011
CA Technologies 2007 - 2009
Kodak Gallery 2006 - 2007
Charles Schwab 2000 - 2006
Bank of America 1991 - 2000
Skills
Scalability, Performance Tuning, Performance Benchmarking, Java, Capacity Planning, Performance Analysis, DB performance, Python, Windows .NET, MS SQL Server, Oracle, Sybase, Shell Scripting, Wily Introscope, Dynatrace, Performance probelm...
Education
University of Rochester
Responsys May 2013 - Present
Walmart eCommerce 2011 - May 2013
Dell Computers 2009 - 2011
CA Technologies 2007 - 2009
Kodak Gallery 2006 - 2007
Charles Schwab 2000 - 2006
Bank of America 1991 - 2000
Skills
Scalability, Performance Tuning, Performance Benchmarking, Java, Capacity Planning, Performance Analysis, DB performance, Python, Windows .NET, MS SQL Server, Oracle, Sybase, Shell Scripting, Wily Introscope, Dynatrace, Performance probelm...
Education
University of Rochester
Vickie DeArmey's Bank of America Experience 1988 - 1998
Job Director, Business Development at Adecco RPO
Industry Human Resources
Experience
Adecco RPO June 2012 - December 2012
Adecco Employment Services July 1998 - April 2004
Bank of America 1988 - 1998
Education
University of San Diego 1983 — 1987
BBA, Business Administration
Adecco RPO June 2012 - December 2012
Adecco Employment Services July 1998 - April 2004
Bank of America 1988 - 1998
Education
University of San Diego 1983 — 1987
BBA, Business Administration
Jak Thulien's Bank of America Experience Branch ManagerUS BANKApril 2014 - Present
Job Sales and Service Specialist at Bank of America
Industry Banking
Experience
Bank of America Branch ManagerUS BANKApril 2014 - Present
Education
University of San Diego 2001 — 2006
Bank of America Branch ManagerUS BANKApril 2014 - Present
Education
University of San Diego 2001 — 2006
Wayne Slappy's Bank of America Experience August 1999 - January 2006
Job Private
Industry Philanthropy
Experience
Independant Consultant July 2012 - Present
Mission Valley Bank May 2011 - May 2012
Citi October 2008 - April 2011
First Federal 2006 - 2008
Bank of America August 1999 - January 2006
Skills
Banking, Finance, Credit, Loans, Business Development, Sales, Commercial Banking, Management, Small Business, Lines Of Credit, Small Business Lending, Retail Banking, Mortgage Lending, Investments, Strategic Financial..., Underwriting, Commercial Lending, Mortgage Banking, Cash Management, New Business Development, Credit Risk, Coaching, Real Estate, Retail, Credit Analysis, Consumer Lending, Team Building, Loan Origination, Risk Management, Customer Service, Negotiation, Microsoft Office, Cross Selling, Microsoft Excel, Business Planning, Creative Problem Solving, Solution Provider, Problem Solving, Excel, Sales Management, Performance Management, Word, Mortgage, Operations Management, Mentoring, Leadership, College Savings Plans, Retirement Planning, Roth IRA
Education
University of San Diego 1995 — 1999
Bachelor, Business Admin
Hun School of Princeton 1991 — 1995
High School Degree
Independant Consultant July 2012 - Present
Mission Valley Bank May 2011 - May 2012
Citi October 2008 - April 2011
First Federal 2006 - 2008
Bank of America August 1999 - January 2006
Skills
Banking, Finance, Credit, Loans, Business Development, Sales, Commercial Banking, Management, Small Business, Lines Of Credit, Small Business Lending, Retail Banking, Mortgage Lending, Investments, Strategic Financial..., Underwriting, Commercial Lending, Mortgage Banking, Cash Management, New Business Development, Credit Risk, Coaching, Real Estate, Retail, Credit Analysis, Consumer Lending, Team Building, Loan Origination, Risk Management, Customer Service, Negotiation, Microsoft Office, Cross Selling, Microsoft Excel, Business Planning, Creative Problem Solving, Solution Provider, Problem Solving, Excel, Sales Management, Performance Management, Word, Mortgage, Operations Management, Mentoring, Leadership, College Savings Plans, Retirement Planning, Roth IRA
Education
University of San Diego 1995 — 1999
Bachelor, Business Admin
Hun School of Princeton 1991 — 1995
High School Degree
Chris Seiter's Bank of America Experience June 1999 - Present
Job Managing Director at Bank of America
Industry Investment Banking
Experience
Bank of America June 1999 - Present
UBS Investment Bank January 1997 - June 1999
Education
University of Rochester 1984 — 1988
Bank of America June 1999 - Present
UBS Investment Bank January 1997 - June 1999
Education
University of Rochester 1984 — 1988
Rajiv Mehrotra's Bank of America Experience 2007 - 2009
Job Chief Operations Officer of Lifetime Benefit Solutions at the Lifetime Healthcare Companies
Industry Insurance
Experience
Zenith Insurance Company (United States) 2011 - 2014
Bank of America Home Loans 2010 - June 2011
Bank of America 2007 - 2009
Bank of America 2005 - 2007
Eastman Kodak 2003 - 2005
Eastman Kodak 2003 - 2005
IFILM 2003 - 2004
Eastman Kodak 1996 - 2002
Picture Network International 1997 - 1999
Various Universities 1986 - 1996
Skills
Operations Management, Business Analysis, Management, Strategy, Analytics, Strategic Planning, Business Strategy, Product Development, Process Improvement, Risk Management, Cross-functional Team..., Leadership Development, Vendor Management, Analysis, Leadership, Project Planning, Business Development, Business Process, Business Intelligence, Mergers & Acquisitions
Education
University of Rochester - Simon Business School 2000 — 2002
MBA
Wayne State University
Ph.D
Zenith Insurance Company (United States) 2011 - 2014
Bank of America Home Loans 2010 - June 2011
Bank of America 2007 - 2009
Bank of America 2005 - 2007
Eastman Kodak 2003 - 2005
Eastman Kodak 2003 - 2005
IFILM 2003 - 2004
Eastman Kodak 1996 - 2002
Picture Network International 1997 - 1999
Various Universities 1986 - 1996
Skills
Operations Management, Business Analysis, Management, Strategy, Analytics, Strategic Planning, Business Strategy, Product Development, Process Improvement, Risk Management, Cross-functional Team..., Leadership Development, Vendor Management, Analysis, Leadership, Project Planning, Business Development, Business Process, Business Intelligence, Mergers & Acquisitions
Education
University of Rochester - Simon Business School 2000 — 2002
MBA
Wayne State University
Ph.D
Charles Harrison, J.D.'s Bank of America Experience May 2003 - August 2004
Job Examiner
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Morris, Sullivan & Lemkul LLP December 2012 - February 2014
US Bank 2010 - 2011
San Diego National Bank October 2007 - May 2010
Wells Fargo July 2005 - October 2007
Bank of America May 2003 - August 2004
Skills
Loans, Commercial Lending, Banking, Legal Writing, Legal Research, Commercial Banking, Real Estate, Mortgage Lending, Small Business Lending, Financial Analysis, Corporate Finance, Litigation, Civil Litigation, Class Actions, Corporate Law, Business Planning, Business Strategy, Corporate Tax, Mergers & Acquisitions, Due Diligence, Westlaw, Management, Leadership, Finance, Sales, Consumer Lending, Customer Service, Credit
Education
University of San Diego School of Law 2011 — 2013
Juris Doctor, Law -Concentration in Business and Corporate Law
Wells Fargo Regional Banking
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Science (B.S.), Finance, Insurance, and Business Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance, Insurance and Business Law
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Morris, Sullivan & Lemkul LLP December 2012 - February 2014
US Bank 2010 - 2011
San Diego National Bank October 2007 - May 2010
Wells Fargo July 2005 - October 2007
Bank of America May 2003 - August 2004
Skills
Loans, Commercial Lending, Banking, Legal Writing, Legal Research, Commercial Banking, Real Estate, Mortgage Lending, Small Business Lending, Financial Analysis, Corporate Finance, Litigation, Civil Litigation, Class Actions, Corporate Law, Business Planning, Business Strategy, Corporate Tax, Mergers & Acquisitions, Due Diligence, Westlaw, Management, Leadership, Finance, Sales, Consumer Lending, Customer Service, Credit
Education
University of San Diego School of Law 2011 — 2013
Juris Doctor, Law -Concentration in Business and Corporate Law
Wells Fargo Regional Banking
Virginia Polytechnic Institute and State University 2001 — 2005
Bachelor of Science (B.S.), Finance, Insurance, and Business Law
Virginia Polytechnic Institute and State University - Pamplin College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance, Insurance and Business Law
Jessica Rahimi's Bank of America Experience March 2012 - Present
Job SVP, Sr Group Operations Manager
Industry Banking
Experience
Bank of America March 2012 - Present
Countrywide February 2009 - Present
Countrywide Mortgage November 2005 - Present
Provident Funding June 2002 - January 2005
Skills
Mortgage Lending
Education
University of San Diego 1998 — 2002
BA, Finance, Real Estate
Bank of America March 2012 - Present
Countrywide February 2009 - Present
Countrywide Mortgage November 2005 - Present
Provident Funding June 2002 - January 2005
Skills
Mortgage Lending
Education
University of San Diego 1998 — 2002
BA, Finance, Real Estate
Christopher Lamb, CFA's Bank of America Experience November 2002 - April 2012
Job Managing Director at GrandView Analytics
Industry Financial Services
Experience
GrandView Analytics July 2014 - Present
Gemini Alternative Funds October 2013 - August 2014
AlphaMetrix, LLC April 2012 - October 2013
Bank of America November 2002 - April 2012
Skills
CDO, Counterparty Risk, Financial Modeling, Financial Services, Risk Management, Business Analysis, Fixed Income, Bonds, Financial Risk, Bloomberg, Analytics, Equities, Finance, Credit Analysis, Loans, Trading, Portfolio Management, Trading Systems, Asset Allocation, Credit Risk, Strategy, Alternative Investments, Banking, Structured Products, Hedge Funds, Securitization, Credit, Capital Markets, Securities, Options, Investment Strategies, Quantitative Analytics, Structured Finance, Derivatives, Financial Analysis, Investments
Education
University of Rochester 1998 — 2002
BA, Economics
GrandView Analytics July 2014 - Present
Gemini Alternative Funds October 2013 - August 2014
AlphaMetrix, LLC April 2012 - October 2013
Bank of America November 2002 - April 2012
Skills
CDO, Counterparty Risk, Financial Modeling, Financial Services, Risk Management, Business Analysis, Fixed Income, Bonds, Financial Risk, Bloomberg, Analytics, Equities, Finance, Credit Analysis, Loans, Trading, Portfolio Management, Trading Systems, Asset Allocation, Credit Risk, Strategy, Alternative Investments, Banking, Structured Products, Hedge Funds, Securitization, Credit, Capital Markets, Securities, Options, Investment Strategies, Quantitative Analytics, Structured Finance, Derivatives, Financial Analysis, Investments
Education
University of Rochester 1998 — 2002
BA, Economics
Charity Karakas, Esq.'s Bank of America Experience January 2015 - Present
Job Vice President, Business Controls Manager at Bank of America
Industry Banking
Experience
Bank of America January 2015 - Present
Bank of America December 2014 - Present
Bank of America 2012 - 2014
Bank of America 2008 - 2012
Countrywide Home Loans 2007 - 2008
Gilmartin, Magence, Camille & Ross LLC 2004 - November 2005
Skills
Management, Process Improvement, Project Management, Risk Assessment, Quality Assurance, Procedure Development, Legal Research, Financial Regulation, Regulatory Affairs, Professional Writing, Legal Compliance, Regulatory Requirements, Procedure Review, Regulatory Compliance, Procedure Management, Business Operations, Job Coaching, Team Building, Team Leadership, Strategic Partnerships, Customer Service, Customer Experience, Customer Relations, Business Process...
Education
New England Law 2000 — 2004
JD, Law
University of San Diego 1996 — 1999
BA, Political Science
Bank of America January 2015 - Present
Bank of America December 2014 - Present
Bank of America 2012 - 2014
Bank of America 2008 - 2012
Countrywide Home Loans 2007 - 2008
Gilmartin, Magence, Camille & Ross LLC 2004 - November 2005
Skills
Management, Process Improvement, Project Management, Risk Assessment, Quality Assurance, Procedure Development, Legal Research, Financial Regulation, Regulatory Affairs, Professional Writing, Legal Compliance, Regulatory Requirements, Procedure Review, Regulatory Compliance, Procedure Management, Business Operations, Job Coaching, Team Building, Team Leadership, Strategic Partnerships, Customer Service, Customer Experience, Customer Relations, Business Process...
Education
New England Law 2000 — 2004
JD, Law
University of San Diego 1996 — 1999
BA, Political Science
Edward Beck's Bank of America Experience 1996 - 1999
Job Chief Information Officer (CIO) SVP Technology at National Restaurant Association
Industry Information Technology and Services
Experience
National Restaurant Association August 2011 - Present
Advanced Solutions International December 2006 - August 2011
PFM June 2002 - December 2006
Essential and Advanced Solutions Technology, Inc March 2001 - August 2002
ATC Healthcare April 1999 - June 2002
Bank of America 1996 - 1999
United States Navy March 1985 - October 1996
Skills
Process Improvement, Business Analysis, Business Intelligence, Leadership, Start-ups, Program Management, Integration, IT Strategy, Project Management, Change Management, Business Process..., Team Leadership, CRM, SQL, Team Building, Professional Services, SaaS, Vendor Management, Cloud Computing, SharePoint, Enterprise Software, ITIL, SDLC, IT Management, Requirements Analysis, Strategy, Databases, Management, Consulting
Education
University of San Diego 1989 — 1993
BA
National Restaurant Association August 2011 - Present
Advanced Solutions International December 2006 - August 2011
PFM June 2002 - December 2006
Essential and Advanced Solutions Technology, Inc March 2001 - August 2002
ATC Healthcare April 1999 - June 2002
Bank of America 1996 - 1999
United States Navy March 1985 - October 1996
Skills
Process Improvement, Business Analysis, Business Intelligence, Leadership, Start-ups, Program Management, Integration, IT Strategy, Project Management, Change Management, Business Process..., Team Leadership, CRM, SQL, Team Building, Professional Services, SaaS, Vendor Management, Cloud Computing, SharePoint, Enterprise Software, ITIL, SDLC, IT Management, Requirements Analysis, Strategy, Databases, Management, Consulting
Education
University of San Diego 1989 — 1993
BA
Peder Quello's Bank of America Experience August 2002 - Present
Job Relationship Manager (Home Loan Officer) at MetLife Home Loans
Industry Financial Services
Experience
MetLife Home Loans June 2009 - Present
Bank of America August 2002 - Present
Education
University of San Diego 1998 — 2002
Bachelors, Business Administration with an emphasis in Real Estate Finance
MetLife Home Loans June 2009 - Present
Bank of America August 2002 - Present
Education
University of San Diego 1998 — 2002
Bachelors, Business Administration with an emphasis in Real Estate Finance
Paul Michael Melicor's Bank of America Experience September 2007 - March 2009
Job AVP Client Fulfillment Consultant at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2010 - Present
Martial Arts America 2006 - 2010
Bank of America September 2007 - March 2009
Skills
Mortgage Lending, Loan Origination, Retirement Planning, Banking, Investments, Wealth Management, Financial Analysis
Education
University of Rochester 1996 — 2000
Bachelor's, Health and Society, Pre-Med, Business Minor
Lowville Academy & Central School
Bank of America Merrill Lynch April 2010 - Present
Martial Arts America 2006 - 2010
Bank of America September 2007 - March 2009
Skills
Mortgage Lending, Loan Origination, Retirement Planning, Banking, Investments, Wealth Management, Financial Analysis
Education
University of Rochester 1996 — 2000
Bachelor's, Health and Society, Pre-Med, Business Minor
Lowville Academy & Central School
Kit Quach, CFA's Bank of America Experience October 2009 - Present
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America October 2009 - Present
Skills
Credit, Loans, Sales, Banking, Capital Markets, Financial Modeling, Credit Analysis, Management, Portfolio Management, Commercial Banking
Education
University of Rochester 2003 — 2005
MBA, Finance and Corporate Accounting
University of Rochester - Simon Business School 2003 — 2005
MBA, Finance and Accounting
Bank of America October 2009 - Present
Skills
Credit, Loans, Sales, Banking, Capital Markets, Financial Modeling, Credit Analysis, Management, Portfolio Management, Commercial Banking
Education
University of Rochester 2003 — 2005
MBA, Finance and Corporate Accounting
University of Rochester - Simon Business School 2003 — 2005
MBA, Finance and Accounting
Jane Sampsel's Bank of America Experience March 1994 - February 1996
Job Quality Assurance Analyst, Senior at Symitar
Industry Computer Software
Experience
Symitar October 2000 - Present
California Coast Credit Union February 1996 - October 2000
Bank of America March 1994 - February 1996
Skills
Waterfall, Quality Assurance, Testing, SDLC, Agile, SharePoint, Requirements Gathering, Test Cases, Software Documentation, User Acceptance Testing, Test Strategy, Test Planning, Regression Testing, Software Quality..., Manual Testing, Requirements Analysis, Test Management, Performance Testing, Quality Center, Defect Tracking, Visio, System Testing
Education
University of San Diego 1987 — 1991
BA, International Relations, Marketing
Symitar October 2000 - Present
California Coast Credit Union February 1996 - October 2000
Bank of America March 1994 - February 1996
Skills
Waterfall, Quality Assurance, Testing, SDLC, Agile, SharePoint, Requirements Gathering, Test Cases, Software Documentation, User Acceptance Testing, Test Strategy, Test Planning, Regression Testing, Software Quality..., Manual Testing, Requirements Analysis, Test Management, Performance Testing, Quality Center, Defect Tracking, Visio, System Testing
Education
University of San Diego 1987 — 1991
BA, International Relations, Marketing
Lelia Mozingo's Bank of America Experience 1981 - 1984
Job Vice President & Branch Manager at California Bank & Trust
Industry Banking
Experience
California Bank & Trust June 2001 - October 2011
Citi 1993 - 1997
International Bank of California 1989 - 1991
Bank of Hawaii 1984 - 1986
Bank of America 1981 - 1984
Skills
Sales Management, Commercial Banking, Retail Banking, Administration, Personnel Development, Performance Management, System Administration, Management, Branch Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Credit, Credit Analysis, Finance, Portfolio Management, Financial Analysis
Education
University of San Diego
MBA, Finance
University of Washington
Bachelor of Arts (B.A.), Communication
California Bank & Trust June 2001 - October 2011
Citi 1993 - 1997
International Bank of California 1989 - 1991
Bank of Hawaii 1984 - 1986
Bank of America 1981 - 1984
Skills
Sales Management, Commercial Banking, Retail Banking, Administration, Personnel Development, Performance Management, System Administration, Management, Branch Banking, Small Business Lending, Commercial Lending, Lines Of Credit, Consumer Lending, Loans, Credit, Credit Analysis, Finance, Portfolio Management, Financial Analysis
Education
University of San Diego
MBA, Finance
University of Washington
Bachelor of Arts (B.A.), Communication
Nancy Abreu's Bank of America Experience June 1995 - August 2000
Job Commercial Real Estate | Private Banking Executive | Award Winning Contributor
Industry Banking
Experience
Rabobank October 2013 - November 2014
Rabobank April 2012 - September 2013
Rabobank September 2008 - April 2012
Rabobank January 2006 - August 2008
California Housing Finance Agency January 2002 - December 2005
Bank of America June 1995 - August 2000
Bank of America 1990 - 1995
Bank of America 1985 - 1989
Skills
Credit Analysis, Portfolio Management, Retail Banking, Derivatives, Operational Risk, Loan Origination, Credit, Mortgage Banking, Commercial Real Estate, Commercial Banking, Financial Analysis, Small Business Lending, private banking, credit administration, loan adminis, Affordable Housing, Corporate Social..., Diversity & Inclusion, Corporate Sustainability, Team Building, Cross-functional Team..., Business Strategy, Strategic Partnerships, Account Management, Change Management, Negotiation, Credit Management, Credit Cards, Client Relations
Education
Graduate School of Credit and Financial Management 1982 — 1984
University of San Francisco
Bachelor of Science (B.S.)
Rabobank October 2013 - November 2014
Rabobank April 2012 - September 2013
Rabobank September 2008 - April 2012
Rabobank January 2006 - August 2008
California Housing Finance Agency January 2002 - December 2005
Bank of America June 1995 - August 2000
Bank of America 1990 - 1995
Bank of America 1985 - 1989
Skills
Credit Analysis, Portfolio Management, Retail Banking, Derivatives, Operational Risk, Loan Origination, Credit, Mortgage Banking, Commercial Real Estate, Commercial Banking, Financial Analysis, Small Business Lending, private banking, credit administration, loan adminis, Affordable Housing, Corporate Social..., Diversity & Inclusion, Corporate Sustainability, Team Building, Cross-functional Team..., Business Strategy, Strategic Partnerships, Account Management, Change Management, Negotiation, Credit Management, Credit Cards, Client Relations
Education
Graduate School of Credit and Financial Management 1982 — 1984
University of San Francisco
Bachelor of Science (B.S.)
John Hurford, CFA's Bank of America Experience 2013 - Present
Job Portfolio Manager at Bank of America
Industry Financial Services
Experience
Bank of America 2013 - Present
Bank of America 2011 - 2013
LPL Financial 2009 - 2011
The City Church 2007 - 2009
Hansch Financial Group 2006 - 2007
Skills
Portfolio Management, Equities, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Trading, Asset Allocation, Valuation, Derivatives, Hedge Funds, Bloomberg, Matlab, C, Microsoft Excel
Education
University of San Diego
BBA, Business Administration
Bank of America 2013 - Present
Bank of America 2011 - 2013
LPL Financial 2009 - 2011
The City Church 2007 - 2009
Hansch Financial Group 2006 - 2007
Skills
Portfolio Management, Equities, Financial Modeling, Fixed Income, Emerging Markets, Equity Research, Trading, Asset Allocation, Valuation, Derivatives, Hedge Funds, Bloomberg, Matlab, C, Microsoft Excel
Education
University of San Diego
BBA, Business Administration
Joe Ferro, MEd.'s Bank of America Experience May 2006 - January 2007
Job Teacher at San Diego Unified School District
Industry Education Management
Experience
San Diego Unified School District August 2007 - Present
Bank of America May 2006 - January 2007
Skills
Bilingual, Composition, Microsoft Office, Apple, 10 Key, Public Speaking, Team Leadership, Research, Teaching, Staff Development
Education
University of San Diego 2010 — 2012
Master's degree, Education
University of San Diego 2002 — 2006
Bachelor's, English, Spanish, Theology & Religious Studies
Highland High School 1998 — 2002
International Bacculaureate Diploma
San Diego Unified School District August 2007 - Present
Bank of America May 2006 - January 2007
Skills
Bilingual, Composition, Microsoft Office, Apple, 10 Key, Public Speaking, Team Leadership, Research, Teaching, Staff Development
Education
University of San Diego 2010 — 2012
Master's degree, Education
University of San Diego 2002 — 2006
Bachelor's, English, Spanish, Theology & Religious Studies
Highland High School 1998 — 2002
International Bacculaureate Diploma
Mark Creighton's Bank of America Experience January 1992 - January 1997
Job Accounting & Business Management
Industry Accounting
Experience
MJC Consulting Inc January 2004 - Present
MJC Consulting, Inc. January 2004 - Present
Confidential January 2000 - January 2004
Sunrise Medical, Inc January 1997 - January 2000
Bank of America January 1992 - January 1997
KPH Accounting and Tax Service January 1989 - June 1994
Skills
Strategic Planning, Forecasting, Business Process..., Process Improvement, Accounting, Variance Analysis, Access, Accounts Payable, Analysis, Auditing, Budgets, Cross-functional Team..., ERP, Finance, Financial Analysis, Financial Reporting, Financial Statements, GAAP, General Ledger, Hyperion Enterprise, Internal Controls, Journal Entries, Managerial Finance, Mas 90, Mergers, Microsoft Excel, Payroll, Project Management, QuickBooks, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Strategy
Education
University of San Diego 2002 — 2004
Masters of Science, Information Technology
University of San Diego 2002 — 2004
Masters, Business Administration
University of Toledo 1989 — 1994
Bachelor's, Business Administration; Accounting
MJC Consulting Inc January 2004 - Present
MJC Consulting, Inc. January 2004 - Present
Confidential January 2000 - January 2004
Sunrise Medical, Inc January 1997 - January 2000
Bank of America January 1992 - January 1997
KPH Accounting and Tax Service January 1989 - June 1994
Skills
Strategic Planning, Forecasting, Business Process..., Process Improvement, Accounting, Variance Analysis, Access, Accounts Payable, Analysis, Auditing, Budgets, Cross-functional Team..., ERP, Finance, Financial Analysis, Financial Reporting, Financial Statements, GAAP, General Ledger, Hyperion Enterprise, Internal Controls, Journal Entries, Managerial Finance, Mas 90, Mergers, Microsoft Excel, Payroll, Project Management, QuickBooks, SEC filings, Sarbanes-Oxley Act, Strategic Financial..., Strategy
Education
University of San Diego 2002 — 2004
Masters of Science, Information Technology
University of San Diego 2002 — 2004
Masters, Business Administration
University of Toledo 1989 — 1994
Bachelor's, Business Administration; Accounting
Mina Oh, CAMS's Bank of America Experience November 2000 - January 2008
Job Audit Manager, U.S. Financial Crimes Compliance Audit at HSBC
Industry Financial Services
Experience
HSBC June 2014 - Present
Citigroup September 2010 - June 2014
Barclays Capital/Integreon October 2009 - September 2010
Oliver Wyman January 2008 - May 2009
Bank of America November 2000 - January 2008
Deutsche Bank August 1999 - October 2000
Skills
Banking, Risk Management, AML, Investment Banking, Financial Services, Operational Risk, Investments, Operational Risk..., Mutual Funds, Capital Markets, Corporate Finance, Credit Risk, KYC, FX Options, Asset Management, Fraud, Equities, Financial Risk, Due Diligence, Portfolio Management, Loans, Governance, Corporate Governance, Credit, Financial Markets, Fixed Income, Hedge Funds, Financial Analysis, Wealth Management, Relationship Management, Retail Banking, Securities, Derivatives, Bloomberg, Enterprise Risk...
Education
University of Rochester 1995 — 1999
BA, Economics, History
HSBC June 2014 - Present
Citigroup September 2010 - June 2014
Barclays Capital/Integreon October 2009 - September 2010
Oliver Wyman January 2008 - May 2009
Bank of America November 2000 - January 2008
Deutsche Bank August 1999 - October 2000
Skills
Banking, Risk Management, AML, Investment Banking, Financial Services, Operational Risk, Investments, Operational Risk..., Mutual Funds, Capital Markets, Corporate Finance, Credit Risk, KYC, FX Options, Asset Management, Fraud, Equities, Financial Risk, Due Diligence, Portfolio Management, Loans, Governance, Corporate Governance, Credit, Financial Markets, Fixed Income, Hedge Funds, Financial Analysis, Wealth Management, Relationship Management, Retail Banking, Securities, Derivatives, Bloomberg, Enterprise Risk...
Education
University of Rochester 1995 — 1999
BA, Economics, History
Roy Muermann's Bank of America Experience September 2001 - Present
Job VP; Security Services at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2001 - Present
PSINet April 1996 - August 2001
Skills
Data Center, Disaster Recovery, Operations Management, Risk Management, Vendor Management, Program Management, Cisco Technologies, Networking
Education
University of Rochester
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Bank of America September 2001 - Present
PSINet April 1996 - August 2001
Skills
Data Center, Disaster Recovery, Operations Management, Risk Management, Vendor Management, Program Management, Cisco Technologies, Networking
Education
University of Rochester
Bachelor of Science (BS), Electrical, Electronics and Communications Engineering
Gregory Bullian's Bank of America Experience 1997 - Present
Job Product Management Executive at Bank of America
Industry Banking
Experience
Bank of America 1997 - Present
Bank of America 1996 - 1997
Bank of America 1993 - 1996
Wells Fargo 1983 - 1991
Skills
Economic Capital, Regulatory Capital, Pricing, Profit Maximization, Profitability..., RAROC, Credit Risk, Credit, Banking, Loans, Leadership, Management, Strategic Planning, Commercial Banking, Finance, Portfolio Management, Treasury Management, Financial Analysis, Risk Management, Strategy, Credit Analysis
Education
University of San Diego 1976 — 1980
Bachelor of Arts, Economics
University of San Francisco 1981 — 1982
MBA
Bank of America 1997 - Present
Bank of America 1996 - 1997
Bank of America 1993 - 1996
Wells Fargo 1983 - 1991
Skills
Economic Capital, Regulatory Capital, Pricing, Profit Maximization, Profitability..., RAROC, Credit Risk, Credit, Banking, Loans, Leadership, Management, Strategic Planning, Commercial Banking, Finance, Portfolio Management, Treasury Management, Financial Analysis, Risk Management, Strategy, Credit Analysis
Education
University of San Diego 1976 — 1980
Bachelor of Arts, Economics
University of San Francisco 1981 — 1982
MBA
Jeff Lojko's Bank of America Experience May 2015 - Present
Job SVP, Correspondence Production Optimization Strategy Leader
Industry Banking
Experience
Bank of America May 2015 - Present
Bank of America February 2014 - Present
Bank of America January 2011 - Present
Bank of America August 2010 - December 2010
Bank of America January 2009 - August 2010
Countrywide Home Loans January 2008 - December 2008
Honda of America Mfg., Inc. October 2007 - December 2007
Countrywide January 2004 - April 2007
Countrywide December 2002 - January 2004
Exigen Group May 2001 - December 2002
Skills
Project Management, Risk Management, Program Management, Vendor Management, Project Planning, Financial Analysis, Business Analysis, Mergers & Acquisitions, Contract Negotiation, Process Improvement, Management
Education
University of San Diego
BA, Chemistry
Bank of America May 2015 - Present
Bank of America February 2014 - Present
Bank of America January 2011 - Present
Bank of America August 2010 - December 2010
Bank of America January 2009 - August 2010
Countrywide Home Loans January 2008 - December 2008
Honda of America Mfg., Inc. October 2007 - December 2007
Countrywide January 2004 - April 2007
Countrywide December 2002 - January 2004
Exigen Group May 2001 - December 2002
Skills
Project Management, Risk Management, Program Management, Vendor Management, Project Planning, Financial Analysis, Business Analysis, Mergers & Acquisitions, Contract Negotiation, Process Improvement, Management
Education
University of San Diego
BA, Chemistry
Scott McMannes's Bank of America Experience November 2011 - October 2014
Job Regulatory Reporting Quality Assurance
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Bank of America November 2011 - October 2014
Wells Fargo August 2011 - November 2011
R.R. Donnelley October 2010 - August 2011
Citi December 1999 - October 2010
Skills
Fixed Income, Financial Analysis, Equities, Risk Management, Financial Reporting, Financial Modeling, Banking, Finance, Hedge Funds, Portfolio Management, Capital Markets, Derivatives, Securitization, Financial Services
Education
University of Rio Grande and Rio Grande Community College 1995 — 1999
Bachelor, Accounting
Wells Fargo October 2014 - Present
Bank of America November 2011 - October 2014
Wells Fargo August 2011 - November 2011
R.R. Donnelley October 2010 - August 2011
Citi December 1999 - October 2010
Skills
Fixed Income, Financial Analysis, Equities, Risk Management, Financial Reporting, Financial Modeling, Banking, Finance, Hedge Funds, Portfolio Management, Capital Markets, Derivatives, Securitization, Financial Services
Education
University of Rio Grande and Rio Grande Community College 1995 — 1999
Bachelor, Accounting
Sara Peek Blake's Bank of America Experience September 2012 - October 2014
Job Euler Hermes
Industry International Trade and Development
Experience
Euler Hermes November 2014 - Present
Bank of America September 2012 - October 2014
Sears November 2008 - January 2012
Skills
Loss Prevention, Merchandising, Store Management, Retail Sales, Driving Results, Big Box, Visual Merchandising, Store Operations, Inventory Control, Planograms, Retail, Hiring, Customer Experience, Customer Service, Employee Training, Team Building, Merchandise Planning, Associate Development, New Store Openings, Cashiering, P, Sales, People Development, Inventory, Customer Retention, POS, Sales Prospecting, Shrinkage
Education
University of Saint Mary 2003 — 2005
Bachelor of Business Administration (BBA), Sociology
University of Saint Mary 2003 — 2005
Bachelor of Business Administration (B.B.A.), Sociology
Euler Hermes November 2014 - Present
Bank of America September 2012 - October 2014
Sears November 2008 - January 2012
Skills
Loss Prevention, Merchandising, Store Management, Retail Sales, Driving Results, Big Box, Visual Merchandising, Store Operations, Inventory Control, Planograms, Retail, Hiring, Customer Experience, Customer Service, Employee Training, Team Building, Merchandise Planning, Associate Development, New Store Openings, Cashiering, P, Sales, People Development, Inventory, Customer Retention, POS, Sales Prospecting, Shrinkage
Education
University of Saint Mary 2003 — 2005
Bachelor of Business Administration (BBA), Sociology
University of Saint Mary 2003 — 2005
Bachelor of Business Administration (B.B.A.), Sociology
Ariel Almog's Bank of America Experience May 2005 - August 2005
Job Manager at PwC
Industry Management Consulting
Experience
PwC July 2012 - Present
PwC October 2012 - February 2013
PwC August 2008 - June 2012
PwC July 2006 - July 2008
Bank of America May 2005 - August 2005
Merrill Lynch September 2004 - April 2005
Skills
Transfer Pricing, International Tax, Financial Reporting, Financial Analysis, Business Valuation, Valuation, Management Consulting, Business Transformation, Finance Transformation, Economics, Financial Modeling, Econometrics, Business Advisory, Tax Advisory, Tax, Corporate Tax, Accounting, Due Diligence, Financial Accounting, Corporate Finance, Income Tax, Tax Accounting, Real Estate, Big 4, Restructuring, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Mergers & Acquisitions, Private Equity
Education
University of Rochester 2002 — 2006
BA, Math and Economics
PwC July 2012 - Present
PwC October 2012 - February 2013
PwC August 2008 - June 2012
PwC July 2006 - July 2008
Bank of America May 2005 - August 2005
Merrill Lynch September 2004 - April 2005
Skills
Transfer Pricing, International Tax, Financial Reporting, Financial Analysis, Business Valuation, Valuation, Management Consulting, Business Transformation, Finance Transformation, Economics, Financial Modeling, Econometrics, Business Advisory, Tax Advisory, Tax, Corporate Tax, Accounting, Due Diligence, Financial Accounting, Corporate Finance, Income Tax, Tax Accounting, Real Estate, Big 4, Restructuring, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, External Audit, Mergers & Acquisitions, Private Equity
Education
University of Rochester 2002 — 2006
BA, Math and Economics
Beth Slater's Bank of America Experience January 2006 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America January 2006 - Present
Skills
Vendor Management, Retail Banking, Retail, Portfolio Management, Banking, Financial Services, Process Improvement, Risk Management
Education
University of San Diego
B.B.A., Business Administration and Management, General
Bank of America January 2006 - Present
Skills
Vendor Management, Retail Banking, Retail, Portfolio Management, Banking, Financial Services, Process Improvement, Risk Management
Education
University of San Diego
B.B.A., Business Administration and Management, General
Kathryn Salamida's Bank of America Experience April 1999 - Present
Job Sr. Sales Support Associate at Bank of America
Industry Banking
Experience
Bank of America April 1999 - Present
Skills
Banking, Credit, Loans, Sales
Education
University of Rochester 1986 — 1990
Bachelor of Arts (B.A.), Economics
Bank of America April 1999 - Present
Skills
Banking, Credit, Loans, Sales
Education
University of Rochester 1986 — 1990
Bachelor of Arts (B.A.), Economics
Edie Friedel's Bank of America Experience March 2010 - Present
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
Merrill Lynch 2000 - 2010
Citi September 1995 - January 1999
Skills
Contract Negotiation, Strategic Sourcing, Risk Management, Banking, Portfolio Management
Education
University of Rochester
Bachelor of Arts (BA), Economics
Bank of America March 2010 - Present
Merrill Lynch 2000 - 2010
Citi September 1995 - January 1999
Skills
Contract Negotiation, Strategic Sourcing, Risk Management, Banking, Portfolio Management
Education
University of Rochester
Bachelor of Arts (BA), Economics
Doris P. Guzman's Bank of America Experience 1999 - 2002
Job Key Data Operator, Clerical Office Assistant
Industry Insurance
Experience
State Compensation Insurance Fund 2011 - Present
State Compensation Insurance Fund 2005 - 2011
State Compensation Insurance Fund 2003 - 2005
U.S. Department of Labor 2002 - 2003
Bank of America 1999 - 2002
Education
Cabalum Western School
Studies, Secretarial Course (two years)
University of San Agustín
Studies, Commerce
State Compensation Insurance Fund 2011 - Present
State Compensation Insurance Fund 2005 - 2011
State Compensation Insurance Fund 2003 - 2005
U.S. Department of Labor 2002 - 2003
Bank of America 1999 - 2002
Education
Cabalum Western School
Studies, Secretarial Course (two years)
University of San Agustín
Studies, Commerce
Janet Becerril NMLS ID 1078004's Bank of America Experience June 2013 - Present
Job Mortgage
Industry Banking
Experience
Bank of America June 2013 - Present
Bank December 1999 - June 2013
Skills
Banking, Credit, Credit Analysis, Loans, Mortgage Lending, Retail Banking, Consumer Lending
Education
University of San Diego 1998 — 2000
Bank of America June 2013 - Present
Bank December 1999 - June 2013
Skills
Banking, Credit, Credit Analysis, Loans, Mortgage Lending, Retail Banking, Consumer Lending
Education
University of San Diego 1998 — 2000
Mary Sudak's Bank of America Experience November 2005 - February 2012
Job President
Industry Arts and Crafts
Experience
Artisan Connection February 2012 - Present
Bank of America November 2005 - February 2012
Mortgage Six Sigma May 2005 - November 2005
Bank of America February 2004 - May 2005
Fidelity National Financial May 2003 - February 2004
ABC Virtual May 2001 - May 2003
Prism Mortgage/ Royal Bank of Canada Mortgage November 1998 - May 2001
Wells Fargo Home Mortgage December 1993 - December 1998
Countrywide Financial Corporation September 1988 - December 1993
Weyerhaueser Mortgage Corporation May 1987 - September 1988
Skills
Senior executive over..., Senior executive over..., Project Management, Project Planning, Software Project..., Project Delivery, Project Portfolio..., Software Documentation, Software Installation, Software Quality..., Strategic Negotiations, Mortgage Underwriting, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Residential Mortgages, Handmade Jewelry, Jewelry, Jewelry Design, Designer Jewelry, Stained Glass, Fused Glass, Art Glass, Personnel Management, Technical Writing, Change Management, Management Consulting, Operations Management, Business Analysis, New Business Development, Business Planning, Business Process..., Business Process, Business Intelligence, Business Strategy, Training, Employee Training, Training Delivery, Hands-on Training, Technical Training, Data Analysis, Data Management, Operational Due..., Management Due Diligence, Due Diligence, Internal Audit, Internal Control..., Internal Controls, Supplier Negotiation, Loans
Education
University of Califormia at Northridge 1987 — 1989
Master's degree (incomplete), Accounting and Business/Management
University of San Diego 1982 — 1987
Bachelor's degree, departmental honors, Business Administration and Management, General
Artisan Connection February 2012 - Present
Bank of America November 2005 - February 2012
Mortgage Six Sigma May 2005 - November 2005
Bank of America February 2004 - May 2005
Fidelity National Financial May 2003 - February 2004
ABC Virtual May 2001 - May 2003
Prism Mortgage/ Royal Bank of Canada Mortgage November 1998 - May 2001
Wells Fargo Home Mortgage December 1993 - December 1998
Countrywide Financial Corporation September 1988 - December 1993
Weyerhaueser Mortgage Corporation May 1987 - September 1988
Skills
Senior executive over..., Senior executive over..., Project Management, Project Planning, Software Project..., Project Delivery, Project Portfolio..., Software Documentation, Software Installation, Software Quality..., Strategic Negotiations, Mortgage Underwriting, Mortgage Servicing, Mortgage Lending, Mortgage Banking, Residential Mortgages, Handmade Jewelry, Jewelry, Jewelry Design, Designer Jewelry, Stained Glass, Fused Glass, Art Glass, Personnel Management, Technical Writing, Change Management, Management Consulting, Operations Management, Business Analysis, New Business Development, Business Planning, Business Process..., Business Process, Business Intelligence, Business Strategy, Training, Employee Training, Training Delivery, Hands-on Training, Technical Training, Data Analysis, Data Management, Operational Due..., Management Due Diligence, Due Diligence, Internal Audit, Internal Control..., Internal Controls, Supplier Negotiation, Loans
Education
University of Califormia at Northridge 1987 — 1989
Master's degree (incomplete), Accounting and Business/Management
University of San Diego 1982 — 1987
Bachelor's degree, departmental honors, Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS