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
Tina Miranda Tina Miranda's Bank of America Experience March 2013 - Present
Job VP, Treasury Services Manager at Bank of America
Industry Banking
Experience
Bank of America March 2013 - Present
Bank of America August 2005 - March 2013
Citibank March 2002 - August 2005
Skills
Banking, Retail Banking, Loans, Mortgage Lending, Consumer Lending, Mortgage Banking, Cross Selling, Finance, Sales, Management, Relationship Management
Education
University of San Francisco 1997 — 2001
BS, Business
Bank of America March 2013 - Present
Bank of America August 2005 - March 2013
Citibank March 2002 - August 2005
Skills
Banking, Retail Banking, Loans, Mortgage Lending, Consumer Lending, Mortgage Banking, Cross Selling, Finance, Sales, Management, Relationship Management
Education
University of San Francisco 1997 — 2001
BS, Business
Randy Ng Randy Ng's Bank of America Experience September 2009 - January 2012
Job Registered Representative
Industry Financial Services
Experience
Industry Leading Brokerage Firm and Bank February 2014 - Present
Visually January 2014 - January 2014
University of San Francisco January 2012 - December 2013
United Way of the Bay Area September 2012 - April 2013
Merrill Lynch November 2012 - February 2013
Delta Sigma Pi Epsilon Tau Pledge Class February 2012 - April 2012
Bank of America September 2009 - January 2012
Bank of America September 2008 - September 2009
Best Buy February 2007 - September 2008
Skills
Banking, Investments, Sales, Customer Service, Management, Microsoft Office, Mandarin, Credit, Tax, Microsoft Excel, Asset Allocation, Leadership, Marketing, Bookkeeping, Customer Retention, Customer Development, Cash Handling, Mac OS X, Windows, Serato, ATX, Accounting, TaxWise, Financial Statement..., Finance, Regulation D, SIPC, FDIC, IRAs, Thompson One, Merlin, AML
Education
University of San Francisco 2012 — 2013
Bachelor of Science (B.S.), McLaren School of Management, Accounting
George Washington High School
Industry Leading Brokerage Firm and Bank February 2014 - Present
Visually January 2014 - January 2014
University of San Francisco January 2012 - December 2013
United Way of the Bay Area September 2012 - April 2013
Merrill Lynch November 2012 - February 2013
Delta Sigma Pi Epsilon Tau Pledge Class February 2012 - April 2012
Bank of America September 2009 - January 2012
Bank of America September 2008 - September 2009
Best Buy February 2007 - September 2008
Skills
Banking, Investments, Sales, Customer Service, Management, Microsoft Office, Mandarin, Credit, Tax, Microsoft Excel, Asset Allocation, Leadership, Marketing, Bookkeeping, Customer Retention, Customer Development, Cash Handling, Mac OS X, Windows, Serato, ATX, Accounting, TaxWise, Financial Statement..., Finance, Regulation D, SIPC, FDIC, IRAs, Thompson One, Merlin, AML
Education
University of San Francisco 2012 — 2013
Bachelor of Science (B.S.), McLaren School of Management, Accounting
George Washington High School
David Michalski David Michalski's Bank of America Experience April 1996 - Present
Job Vice President, Marketing at Bank of America
Industry Banking
Experience
Bank of America April 1996 - Present
USS Constellation CV-64 December 1980 - August 1984
Skills
Management, Leadership, Strategic Planning, Strategy, Sales, Customer Service, Business Development, Marketing Strategy, Business Strategy, Business Analysis
Education
University of San Francisco 1984 — 1988
BA, Philosophy
Bank of America April 1996 - Present
USS Constellation CV-64 December 1980 - August 1984
Skills
Management, Leadership, Strategic Planning, Strategy, Sales, Customer Service, Business Development, Marketing Strategy, Business Strategy, Business Analysis
Education
University of San Francisco 1984 — 1988
BA, Philosophy
Eamon Sylvester Eamon Sylvester's Bank of America Experience June 2000 - September 2000
Job Outreach Coordinator at Barbells for Boobs
Industry Nonprofit Organization Management
Experience
Barbells for Boobs November 2013 - Present
Farmers Insurance January 2010 - Present
The Fromm Institute March 2005 - October 2008
University of San Francisco September 2001 - December 2004
Bank of America June 2000 - September 2000
Skills
Insurance, Underwriting, Customer Service, Sales, Risk Management, Financial Analysis, Marketing, Cold Calling, Investments, Microsoft Office, Account Management, Strategic Planning
Education
University of San Francisco 2000 — 2004
Barbells for Boobs November 2013 - Present
Farmers Insurance January 2010 - Present
The Fromm Institute March 2005 - October 2008
University of San Francisco September 2001 - December 2004
Bank of America June 2000 - September 2000
Skills
Insurance, Underwriting, Customer Service, Sales, Risk Management, Financial Analysis, Marketing, Cold Calling, Investments, Microsoft Office, Account Management, Strategic Planning
Education
University of San Francisco 2000 — 2004
Emir Begovic Emir Begovic's Bank of America Experience December 2013 - Present
Job Mortgage Loan Officer
Industry Financial Services
Experience
US Bank Home Mortgages October 2014 - Present
Bank of America December 2013 - Present
JPMorgan Chase November 2009 - December 2013
Cal Coast Financial Corp January 2007 - November 2009
American Union Financial Corp January 2005 - January 2007
Skills
Mortgage Lending, Credit Analysis, Financial Analysis, Finance, Loan Origination
Education
University of San Francisco 2009 — 2012
Bachelor of Science (BS), Business Economics
US Bank Home Mortgages October 2014 - Present
Bank of America December 2013 - Present
JPMorgan Chase November 2009 - December 2013
Cal Coast Financial Corp January 2007 - November 2009
American Union Financial Corp January 2005 - January 2007
Skills
Mortgage Lending, Credit Analysis, Financial Analysis, Finance, Loan Origination
Education
University of San Francisco 2009 — 2012
Bachelor of Science (BS), Business Economics
Erick Quintero's Bank of America Experience April 2006 - May 2008
Job Sacred Heart Community Services
Industry Individual & Family Services
Experience
First American Title July 2013 - February 2015
Valley Transportation a October 2012 - May 2013
Farmers Insurance & Financial Services February 2009 - February 2011
Prudential Financial July 2008 - February 2009
Bank of America April 2006 - May 2008
United States Marine Corps September 2001 - September 2007
Halmark Construction April 2004 - October 2006
Skills
Team Building, Program Management, Management, Training, Leadership, Marketing Strategy, Customer Service, Marketing, Real Estate, Investments, Mortgage Lending, Loans
Education
University of San Francisco 2014 — 2016
Bachelor of Applied Science (BASc), Business Management and Information Systems Science, 3.6 GPA
Mission College, Santa Clara, CA 2010 — 2011
CPM, Certified Project Manager, 3.6 GPA
Universidad Nacional de Ingeniería (UNI) 1995 — 2000
Bachelor of Science (BS), Industrial Engineering
First American Title July 2013 - February 2015
Valley Transportation a October 2012 - May 2013
Farmers Insurance & Financial Services February 2009 - February 2011
Prudential Financial July 2008 - February 2009
Bank of America April 2006 - May 2008
United States Marine Corps September 2001 - September 2007
Halmark Construction April 2004 - October 2006
Skills
Team Building, Program Management, Management, Training, Leadership, Marketing Strategy, Customer Service, Marketing, Real Estate, Investments, Mortgage Lending, Loans
Education
University of San Francisco 2014 — 2016
Bachelor of Applied Science (BASc), Business Management and Information Systems Science, 3.6 GPA
Mission College, Santa Clara, CA 2010 — 2011
CPM, Certified Project Manager, 3.6 GPA
Universidad Nacional de Ingeniería (UNI) 1995 — 2000
Bachelor of Science (BS), Industrial Engineering
Lai Chun Leung Lai Chun Leung's Bank of America Experience May 2013 - December 2013
Job Treasury Assistant at Orangefield group
Industry Financial Services
Experience
Orangefield group November 2014 - Present
Farmers Insurance September 2013 - June 2014
Bank of America May 2013 - December 2013
Bon Appetit August 2012 - May 2013
Convoy May 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Budgets, Management, PowerPoint, Social Media, Microsoft Word, Event Planning, Time Management, Food, Cooking, Marketing, Sales, Restaurants
Education
University of San Francisco 2009 — 2013
Bachelor of Science (BS), Finance, General
Orangefield group November 2014 - Present
Farmers Insurance September 2013 - June 2014
Bank of America May 2013 - December 2013
Bon Appetit August 2012 - May 2013
Convoy May 2011 - August 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, Budgets, Management, PowerPoint, Social Media, Microsoft Word, Event Planning, Time Management, Food, Cooking, Marketing, Sales, Restaurants
Education
University of San Francisco 2009 — 2013
Bachelor of Science (BS), Finance, General
Michael Kao's Bank of America Experience February 2012 - May 2013
Job Managing Partner at Aegis Realty
Industry Real Estate
Experience
Aegis Realty October 2014 - Present
RE/MAX May 2013 - October 2014
Bank of America February 2012 - May 2013
IRN Realty September 2010 - April 2013
University of San Francisco February 2010 - May 2010
University of San Francisco August 2008 - May 2010
Simon Lee and Associates May 2007 - August 2007
Skills
Customer Service, Public Speaking, Selling, Time Management, Real Estate, Sales, Short Sales, Foreclosures
Education
University of San Francisco 2006 — 2010
B.A, Media Studies and Architecture
Arcadia High School 2002 — 2006
Aegis Realty October 2014 - Present
RE/MAX May 2013 - October 2014
Bank of America February 2012 - May 2013
IRN Realty September 2010 - April 2013
University of San Francisco February 2010 - May 2010
University of San Francisco August 2008 - May 2010
Simon Lee and Associates May 2007 - August 2007
Skills
Customer Service, Public Speaking, Selling, Time Management, Real Estate, Sales, Short Sales, Foreclosures
Education
University of San Francisco 2006 — 2010
B.A, Media Studies and Architecture
Arcadia High School 2002 — 2006
Olga Lozovsky's Bank of America Experience 1999 - 2001
Job Outsourcing Manager, Clinical Business Operations
Industry Biotechnology
Experience
Onyx Pharmaceuticals 2015 - Present
Onyx Pharmaceuticals 2012 - 2015
Genentech 2007 - 2011
Genentech 2006 - 2007
Genentech 2003 - 2006
Bay Area Psychological Testing Associates 2001 - 2003
Bank of America 1999 - 2001
Bank of America 1998 - 1999
Bank of America 1994 - 1998
Skills
Process Improvement, Forecasting, Analysis, Budgets, Software Documentation, Biotechnology, Vendor Management, Customer Service, Pharmaceutical Industry, Data Analysis, Product Marketing, Microsoft Excel, PowerPoint, SAP, Negotiation, Budgeting, Expense Management, Excel, Word, Pharmaceuticals, Customer Relations, Healthcare, Financial Analysis, Contract Negotiation, Documentation, Microsoft Word, Budget Forecasts, User Acceptance Testing, System Conversion
Education
University of San Francisco
BSN, HealthCare/Nursing
CCSF
Associate of Science, Business/Finance
Onyx Pharmaceuticals 2015 - Present
Onyx Pharmaceuticals 2012 - 2015
Genentech 2007 - 2011
Genentech 2006 - 2007
Genentech 2003 - 2006
Bay Area Psychological Testing Associates 2001 - 2003
Bank of America 1999 - 2001
Bank of America 1998 - 1999
Bank of America 1994 - 1998
Skills
Process Improvement, Forecasting, Analysis, Budgets, Software Documentation, Biotechnology, Vendor Management, Customer Service, Pharmaceutical Industry, Data Analysis, Product Marketing, Microsoft Excel, PowerPoint, SAP, Negotiation, Budgeting, Expense Management, Excel, Word, Pharmaceuticals, Customer Relations, Healthcare, Financial Analysis, Contract Negotiation, Documentation, Microsoft Word, Budget Forecasts, User Acceptance Testing, System Conversion
Education
University of San Francisco
BSN, HealthCare/Nursing
CCSF
Associate of Science, Business/Finance
Katrina Florence Katrina Florence's Bank of America Experience October 2012 - Present
Job Seasoned Online Sales & Marketing Professional
Industry Marketing and Advertising
Experience
Bank of America October 2012 - Present
TIAA-CREF (Pride Technologies) June 2012 - November 2012
Bank of America October 2001 - May 2012
ValueStar May 2000 - December 2000
Bank of America July 1991 - June 2000
Citibank, New York January 1985 - June 1991
Skills
Advertising, Budgeting, Banking, Team Building, Team Leadership, Change Management, Copywriting, Coaching, Product Development, Editing, E-commerce, Employee Relations, Forecasting, Internet, Mentoring, Program Management, Social Networking, Online Marketing, Organizational..., Strategic Planning, User Experience
Education
University of San Francisco
BS, Organizational Behavior
Bank of America October 2012 - Present
TIAA-CREF (Pride Technologies) June 2012 - November 2012
Bank of America October 2001 - May 2012
ValueStar May 2000 - December 2000
Bank of America July 1991 - June 2000
Citibank, New York January 1985 - June 1991
Skills
Advertising, Budgeting, Banking, Team Building, Team Leadership, Change Management, Copywriting, Coaching, Product Development, Editing, E-commerce, Employee Relations, Forecasting, Internet, Mentoring, Program Management, Social Networking, Online Marketing, Organizational..., Strategic Planning, User Experience
Education
University of San Francisco
BS, Organizational Behavior
Ivanka Burgess Ivanka Burgess's Bank of America Experience August 2001 - November 2009
Job Mortgage Loan Officer at W.J. Bradley Mortgage Capital, LLC
Industry Financial Services
Experience
W.J. Bradley Mortgage Capital, LLC January 2013 - Present
loanDepot May 2012 - December 2012
Bank of America August 2001 - November 2009
Skills
Retail, Store Management, Customer Service, Loss Prevention, Merchandising, Visual Merchandising, Sales, Inventory Management, Profit, Retail Sales, Customer Satisfaction, Income Statement, Sales Management, Credit, Cold Calling, VA loans, Loans, Mortgage Banking, Loan Origination, USDA, Mortgage Underwriting, P&L, Refinance, Residential Mortgages, Finance, FHA financing, FHA, Mortgage Lending, Credit Analysis, Consumer Lending, Underwriting, Loan Servicing, VA Loans, FHA Financing
Education
University of San Francisco
W.J. Bradley Mortgage Capital, LLC January 2013 - Present
loanDepot May 2012 - December 2012
Bank of America August 2001 - November 2009
Skills
Retail, Store Management, Customer Service, Loss Prevention, Merchandising, Visual Merchandising, Sales, Inventory Management, Profit, Retail Sales, Customer Satisfaction, Income Statement, Sales Management, Credit, Cold Calling, VA loans, Loans, Mortgage Banking, Loan Origination, USDA, Mortgage Underwriting, P&L, Refinance, Residential Mortgages, Finance, FHA financing, FHA, Mortgage Lending, Credit Analysis, Consumer Lending, Underwriting, Loan Servicing, VA Loans, FHA Financing
Education
University of San Francisco
Peri Pentz-Brown Peri Pentz-Brown's Bank of America Experience 1980 - 1985
Job Wealth Management Risk Manager
Industry Banking
Experience
Washington Trust Bank March 2014 - Present
Bank of the West October 1995 - March 2014
Bank of the West August 1995 - March 2014
Union Bank 1988 - 1995
Bank of America 1980 - 1985
Skills
Contract Negotiation, Acquisition Integration, Wealth Management, Private Banking, Banking, Securities, Risk Management, Financial Risk, Financial Services, Commercial Lending, Retail Banking, Commercial Banking, Consumer Lending, Due Diligence, Project Management, Credit Analysis, Management
Education
University of San Francisco 1976 — 1980
BA/MA, Economics
The Blake Schools 1970 — 1976
High School
Washington Trust Bank March 2014 - Present
Bank of the West October 1995 - March 2014
Bank of the West August 1995 - March 2014
Union Bank 1988 - 1995
Bank of America 1980 - 1985
Skills
Contract Negotiation, Acquisition Integration, Wealth Management, Private Banking, Banking, Securities, Risk Management, Financial Risk, Financial Services, Commercial Lending, Retail Banking, Commercial Banking, Consumer Lending, Due Diligence, Project Management, Credit Analysis, Management
Education
University of San Francisco 1976 — 1980
BA/MA, Economics
The Blake Schools 1970 — 1976
High School
Diana Landero Diana Landero's Bank of America Experience 1988 - 1996
Job Risk Management Consultant
Industry Financial Services
Experience
Dynamic Financial Group March 2012 - Present
Citi 2002 - 2009
Citi 2000 - 2002
Citi 1996 - 2000
Bank of America 1988 - 1996
1st Nationwide Savings 1987 - 1988
Citicorp Savings 1984 - 1987
Skills
Corporate Designation..., Professional..., Senior Risk Management..., Senior Consumer Credit..., Business Leadership..., Levers of Control -..., Business Leadership..., Latino Leadership Forum..., Credit, Leadership, Corporate Law, Business, Citigroup, Risk Management, Financial Risk, Management, Portfolio Management, Financial Services, Credit Risk, Credit Cards, Analytics, Retail Banking, Seminars, Forums, Banking, Auditing, Mortgage Lending, Analysis, Enterprise Risk..., Business Strategy, Internal Controls, Operational Risk, Basel II, Executive Management, Operational Risk..., Financial Modeling, Fraud, Credit Analysis
Education
University of San Francisco
Bachelor's degree, Applied Economics
Dynamic Financial Group March 2012 - Present
Citi 2002 - 2009
Citi 2000 - 2002
Citi 1996 - 2000
Bank of America 1988 - 1996
1st Nationwide Savings 1987 - 1988
Citicorp Savings 1984 - 1987
Skills
Corporate Designation..., Professional..., Senior Risk Management..., Senior Consumer Credit..., Business Leadership..., Levers of Control -..., Business Leadership..., Latino Leadership Forum..., Credit, Leadership, Corporate Law, Business, Citigroup, Risk Management, Financial Risk, Management, Portfolio Management, Financial Services, Credit Risk, Credit Cards, Analytics, Retail Banking, Seminars, Forums, Banking, Auditing, Mortgage Lending, Analysis, Enterprise Risk..., Business Strategy, Internal Controls, Operational Risk, Basel II, Executive Management, Operational Risk..., Financial Modeling, Fraud, Credit Analysis
Education
University of San Francisco
Bachelor's degree, Applied Economics
Minyi Huang Minyi Huang's Bank of America Experience September 2014 - July 2015
Job Adaptable and energetic Business Administration and Finance Grad | Poised to add value to any organization
Industry Financial Services
Experience
Bank of America September 2014 - July 2015
Buddy System Educational Services September 2014 - December 2014
University of San Francisco Learning and Writing Center August 2012 - May 2014
Skills
Microsoft Excel, Data Analysis, Data Management, Microsoft Office, Training, Coaching and Training, Financial Economics, Leadership, Microeconomics, Quantitative Business..., Problem Solving, Records Management, Sales, Team Building, LaTeX, Peer Tutoring, Analysis, Data Mining, Critical Thinking, Time Series Analysis
Education
University of San Francisco 2010 — 2014
Bachelor's Degree, Major: Finance, Minor: Mathematics
Bank of America September 2014 - July 2015
Buddy System Educational Services September 2014 - December 2014
University of San Francisco Learning and Writing Center August 2012 - May 2014
Skills
Microsoft Excel, Data Analysis, Data Management, Microsoft Office, Training, Coaching and Training, Financial Economics, Leadership, Microeconomics, Quantitative Business..., Problem Solving, Records Management, Sales, Team Building, LaTeX, Peer Tutoring, Analysis, Data Mining, Critical Thinking, Time Series Analysis
Education
University of San Francisco 2010 — 2014
Bachelor's Degree, Major: Finance, Minor: Mathematics
Sheldon Alexander Sheldon Alexander's Bank of America Experience 2005 - 2014
Job VP Professional Banking Officer at Bank of the Cascades
Industry Banking
Experience
Bank of the Cascades June 2014 - Present
Bank of America 2005 - 2014
KeyBank May 2000 - January 2005
Skills
Treasury Management, Certified Treasury..., Strategic Planning, Treasury
Education
University of San Francisco 1974 — 1978
Bachelor of Science (B.S.), Business Administration, Management and Operations
Bank of the Cascades June 2014 - Present
Bank of America 2005 - 2014
KeyBank May 2000 - January 2005
Skills
Treasury Management, Certified Treasury..., Strategic Planning, Treasury
Education
University of San Francisco 1974 — 1978
Bachelor of Science (B.S.), Business Administration, Management and Operations
Dawn Ray's Bank of America Experience 1985 - 1999
Job Application Analyst II at Salem Health
Industry Hospital & Health Care
Experience
Salem Health January 2015 - Present
Legacy Health August 2007 - January 2015
Delta Dental 2000 - 2002
Bank of America 1985 - 1999
Skills
Healthcare Information..., Software Documentation, Visio, Business Intelligence, Process Improvement, Integration, Requirements Analysis, Crystal Reports, Business Analysis, Software Implementation, Troubleshooting, System Administration, Systems Analysis, Healthcare, SQL, Unix, Data Warehousing, Project Management, Vendor Management, Change Management, Software Project..., Oracle, ERP, Security, MS Project, Analysis, ERP Software, SharePoint, Requirements Gathering, Testing, Documentation, Business Requirements, Microsoft SQL Server, HIPAA, Enterprise Software, Business Process, ITIL, Business Process..., Disaster Recovery, Quality Assurance, Hospitals
Education
University of San Francisco
BS, Information Services
Salem Health January 2015 - Present
Legacy Health August 2007 - January 2015
Delta Dental 2000 - 2002
Bank of America 1985 - 1999
Skills
Healthcare Information..., Software Documentation, Visio, Business Intelligence, Process Improvement, Integration, Requirements Analysis, Crystal Reports, Business Analysis, Software Implementation, Troubleshooting, System Administration, Systems Analysis, Healthcare, SQL, Unix, Data Warehousing, Project Management, Vendor Management, Change Management, Software Project..., Oracle, ERP, Security, MS Project, Analysis, ERP Software, SharePoint, Requirements Gathering, Testing, Documentation, Business Requirements, Microsoft SQL Server, HIPAA, Enterprise Software, Business Process, ITIL, Business Process..., Disaster Recovery, Quality Assurance, Hospitals
Education
University of San Francisco
BS, Information Services
Shari Kennett's Bank of America Experience 1995 - 1999
Job Vice President Technical Payment Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo - Wholesale eReceivables Group 2006 - Present
Wells Fargo Merchant Services January 2000 - March 2006
Pro Staff 1999 - 2000
Bank of America 1995 - 1999
Skills
Treasury Management, Payment Card Processing, Banking, Electronic Payments, Credit Cards, Payments, Relationship Management, Debit Cards, Payment Systems, Loans, Credit, Merchant Services, Commercial Banking, Retail Banking, Vendor Management, Sales, Financial Services, Portfolio Management, Commercial Lending, Credit Analysis, Cross Selling, Internet Banking, ACH, Risk Management, Executive Management, Mobile Payments, Mortgage Lending, E-payments, Cash Management, Cards, Finance, Business Relationship..., Fraud, Treasury Services, Equities, Financial Analysis, Financial Modeling, Business Requirements, Business Analysis, Mergers & Acquisitions, Investments, Insurance, Financial Risk, PCI DSS, Analytics
Education
University of San Francisco 1989 — 1994
BS, International Finance
Wells Fargo - Wholesale eReceivables Group 2006 - Present
Wells Fargo Merchant Services January 2000 - March 2006
Pro Staff 1999 - 2000
Bank of America 1995 - 1999
Skills
Treasury Management, Payment Card Processing, Banking, Electronic Payments, Credit Cards, Payments, Relationship Management, Debit Cards, Payment Systems, Loans, Credit, Merchant Services, Commercial Banking, Retail Banking, Vendor Management, Sales, Financial Services, Portfolio Management, Commercial Lending, Credit Analysis, Cross Selling, Internet Banking, ACH, Risk Management, Executive Management, Mobile Payments, Mortgage Lending, E-payments, Cash Management, Cards, Finance, Business Relationship..., Fraud, Treasury Services, Equities, Financial Analysis, Financial Modeling, Business Requirements, Business Analysis, Mergers & Acquisitions, Investments, Insurance, Financial Risk, PCI DSS, Analytics
Education
University of San Francisco 1989 — 1994
BS, International Finance
Diana Bader, MSN, RN, PHN Diana Bader, MSN, RN, PHN's Bank of America Experience 2008 - 2011
Job Attended University of San Francisco
Industry Hospital & Health Care
Experience
San Francisco Juniors Volleyball Club 2006 - 2013
Bank of America 2008 - 2011
Education
University of San Francisco 2011 — 2013
Master of Science in Nursing (MSN)
University of San Francisco 2005 — 2009
Bachelor of Arts (BA), Psychology
San Francisco Juniors Volleyball Club 2006 - 2013
Bank of America 2008 - 2011
Education
University of San Francisco 2011 — 2013
Master of Science in Nursing (MSN)
University of San Francisco 2005 — 2009
Bachelor of Arts (BA), Psychology
Linda Berzin Linda Berzin's Bank of America Experience February 2000 - November 2007
Job Business Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle February 2008 - Present
Bank of America February 2000 - November 2007
Mellon US Leasing 1997 - 2000
Mellon US Leasing 1995 - 1997
Skills
Business Analysis, Finance, Training, Portfolio Management, Strategy, Sales Operations, Sales, Credit, Insurance, Pricing, Leadership, Commercial Leasing, Analysis, CRM, Human Resources, Business Process..., Vendor Management, Business Process, Project Management
Education
University of San Francisco
Oracle February 2008 - Present
Bank of America February 2000 - November 2007
Mellon US Leasing 1997 - 2000
Mellon US Leasing 1995 - 1997
Skills
Business Analysis, Finance, Training, Portfolio Management, Strategy, Sales Operations, Sales, Credit, Insurance, Pricing, Leadership, Commercial Leasing, Analysis, CRM, Human Resources, Business Process..., Vendor Management, Business Process, Project Management
Education
University of San Francisco
Jason Gwaltney Jason Gwaltney's Bank of America Experience September 2005 - February 2007
Job Senior Emergency Management Planner at AECOM
Industry Architecture & Planning
Experience
AECOM June 2009 - Present
Contra Costa County February 2007 - June 2009
Bank of America September 2005 - February 2007
United States Air Force July 2001 - July 2005
Kiva Dunes Golf Resort 2000 - 2001
NorthRiver Yacht Club 1998 - 2000
Skills
Emergency Management, Plan Development, Preparedness, Comprehensive Emergency..., Project Management, NIMS, Policy, Emergency Services, Catastrophic Scenario..., Military, Disaster Response, Homeland Security, Logistics, Government, Continuity of Operations, SEMS, Public Health Emergency..., Incident Command, Public Policy, Mass Fatality, Volunteer Management, HSEEP Compliant..., Commodity Distribution, Mass Transit Emergency..., Mass Care and Shelter
Education
University of San Francisco 2005 — 2007
MPA, Public Administration
University of West Florida 1992 — 1998
BS, Math/Physics
AECOM June 2009 - Present
Contra Costa County February 2007 - June 2009
Bank of America September 2005 - February 2007
United States Air Force July 2001 - July 2005
Kiva Dunes Golf Resort 2000 - 2001
NorthRiver Yacht Club 1998 - 2000
Skills
Emergency Management, Plan Development, Preparedness, Comprehensive Emergency..., Project Management, NIMS, Policy, Emergency Services, Catastrophic Scenario..., Military, Disaster Response, Homeland Security, Logistics, Government, Continuity of Operations, SEMS, Public Health Emergency..., Incident Command, Public Policy, Mass Fatality, Volunteer Management, HSEEP Compliant..., Commodity Distribution, Mass Transit Emergency..., Mass Care and Shelter
Education
University of San Francisco 2005 — 2007
MPA, Public Administration
University of West Florida 1992 — 1998
BS, Math/Physics
Megan Fielding Megan Fielding's Bank of America Experience 2003 - 2007
Job Impact Investing and Philanthropic Capital
Industry Financial Services
Experience
Destino Advisors May 2014 - Present
MicroPlace, an ebay/PayPal company 2009 - April 2014
HRJ Capital 2007 - December 2008
Bank of America 2003 - 2007
Robertson Stephens 2000 - 2002
Montgomery Asset Management 1997 - 1999
J & W Seligman & Co., Inc 1995 - 1997
Oppenheimer Capital 1987 - 1994
Skills
Investments, Business Development, Entrepreneurship, Venture Capital, Financial Services, Emerging Markets, Microfinance, Asset Managment, Fundraising, Corporate Social..., Private Equity, Strategic Communications, Strategy, Alternative Investments, Leadership, Strategic Partnerships, Asset Allocation, Fixed Income, Asset Management, Due Diligence, Investment Management, Mutual Funds, Executive Management, Portfolio Management, New Business Development, Investment Strategies, Mergers & Acquisitions, Public Speaking, Negotiation, Corporate Finance, Financial Modeling, Start-ups, Economics, Corporate Development, Investment Banking, Equities, Investment Advisory, Wealth Management, Social Impact, Investor Relations, Valuation, Financial Analysis, Business Strategy, Banking, Hedge Funds, Capital Markets, Strategic Leadership, Socially Responsible..., Social Entrepreneurship, Management
Education
University of San Francisco
Master's Degree, International Studies
Wheaton College
Bachelor's Degree, Economics
Destino Advisors May 2014 - Present
MicroPlace, an ebay/PayPal company 2009 - April 2014
HRJ Capital 2007 - December 2008
Bank of America 2003 - 2007
Robertson Stephens 2000 - 2002
Montgomery Asset Management 1997 - 1999
J & W Seligman & Co., Inc 1995 - 1997
Oppenheimer Capital 1987 - 1994
Skills
Investments, Business Development, Entrepreneurship, Venture Capital, Financial Services, Emerging Markets, Microfinance, Asset Managment, Fundraising, Corporate Social..., Private Equity, Strategic Communications, Strategy, Alternative Investments, Leadership, Strategic Partnerships, Asset Allocation, Fixed Income, Asset Management, Due Diligence, Investment Management, Mutual Funds, Executive Management, Portfolio Management, New Business Development, Investment Strategies, Mergers & Acquisitions, Public Speaking, Negotiation, Corporate Finance, Financial Modeling, Start-ups, Economics, Corporate Development, Investment Banking, Equities, Investment Advisory, Wealth Management, Social Impact, Investor Relations, Valuation, Financial Analysis, Business Strategy, Banking, Hedge Funds, Capital Markets, Strategic Leadership, Socially Responsible..., Social Entrepreneurship, Management
Education
University of San Francisco
Master's Degree, International Studies
Wheaton College
Bachelor's Degree, Economics
Kaureen Timur Kaureen Timur's Bank of America Experience December 2007 - September 2008
Job I work n' play at a startup company
Industry Internet
Experience
At a startup company August 2014 - Present
Private Real Estate Investor October 2008 - December 2014
Bank of America December 2007 - September 2008
WaMu March 2005 - December 2007
Bayview Federal Bank March 2003 - March 2005
Glendale Federal Bank December 2002 - March 2003
Skills
User Experience, Product Design, User Interface Design, Web Design, Business Development, Sales
Education
University of San Francisco 2000 — 2004
Bachelor of Science, Biochemistry and Molecular Biology, 3.45
Carlmont High School 1994 — 1999
At a startup company August 2014 - Present
Private Real Estate Investor October 2008 - December 2014
Bank of America December 2007 - September 2008
WaMu March 2005 - December 2007
Bayview Federal Bank March 2003 - March 2005
Glendale Federal Bank December 2002 - March 2003
Skills
User Experience, Product Design, User Interface Design, Web Design, Business Development, Sales
Education
University of San Francisco 2000 — 2004
Bachelor of Science, Biochemistry and Molecular Biology, 3.45
Carlmont High School 1994 — 1999
Dutch Haarsma Dutch Haarsma's Bank of America Experience April 1992 - January 1998
Job Managing Director, Community Development Lending and Investment at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab August 2011 - Present
Northern California Community Loan Fund June 2001 - August 2011
Fremont Bank January 1998 - January 1999
Bank of America April 1992 - January 1998
Security Pacific Bank January 1989 - April 1992
Skills
Community Development, Community Development..., Affordable Housing, LIHTC, New Markets Tax Credits, Structured Finance, Real Estate Economics, Real Estate, Due Diligence, Financial Analysis, Credit Analysis, Underwriting, Portfolio Management, Management, Commercial Banking, Commercial Lending, Small Business Lending, Economic Development, Credit, CDFI, Banking, Investments, Loans, Non-profits, Alternative Investments, Socially Responsible..., Mission Related..., Credit Risk, Finance, Financial Modeling, Financial Structuring, Nonprofits, Project Finance, Risk Management, Tax Credits, Capital Markets, Asset Management
Education
University of San Francisco
BS, Economics
Charles Schwab August 2011 - Present
Northern California Community Loan Fund June 2001 - August 2011
Fremont Bank January 1998 - January 1999
Bank of America April 1992 - January 1998
Security Pacific Bank January 1989 - April 1992
Skills
Community Development, Community Development..., Affordable Housing, LIHTC, New Markets Tax Credits, Structured Finance, Real Estate Economics, Real Estate, Due Diligence, Financial Analysis, Credit Analysis, Underwriting, Portfolio Management, Management, Commercial Banking, Commercial Lending, Small Business Lending, Economic Development, Credit, CDFI, Banking, Investments, Loans, Non-profits, Alternative Investments, Socially Responsible..., Mission Related..., Credit Risk, Finance, Financial Modeling, Financial Structuring, Nonprofits, Project Finance, Risk Management, Tax Credits, Capital Markets, Asset Management
Education
University of San Francisco
BS, Economics
Geoffrey Bock-Willmes Geoffrey Bock-Willmes's Bank of America Experience October 2006 - January 2008
Job Sole Propietor at The Affordable Handyman
Industry Construction
Experience
Affordable Handyman December 2008 - September 2011
Bank of America October 2006 - January 2008
Tri-Valley Housing Opportunity Center March 2006 - October 2006
Skills
Account Management, Client Retention, Sales
Education
University of San Francisco 2011 — 2013
Bachelor of Science, Organization of Behavior and Leadership
Affordable Handyman December 2008 - September 2011
Bank of America October 2006 - January 2008
Tri-Valley Housing Opportunity Center March 2006 - October 2006
Skills
Account Management, Client Retention, Sales
Education
University of San Francisco 2011 — 2013
Bachelor of Science, Organization of Behavior and Leadership
Tanya Kulberg Tanya Kulberg's Bank of America Experience 2001 - 2004
Job Vice President Private Banking Relationship Manager at Union Bank
Industry Banking
Experience
Union Bank June 2011 - Present
Comerica April 2005 - June 2011
Merrill Lynch 2004 - 2004
Bank of America 2001 - 2004
Commercial Bank of San Francisco 1996 - 2001
Skills
Wealth Management, Loans, Strategic Financial..., Asset Managment, Banking, Loan Origination, Credit, Commercial Banking, Commercial Lending, Financial Services, Retail Banking, Finance, Management, Cash Management, Private Banking, Series 7, Insurance, Small Business Lending
Education
T.L High
USF
English Lit/Business
University of San Francisco
English/Business, B.A English Literature and B.S. Business
Union Bank June 2011 - Present
Comerica April 2005 - June 2011
Merrill Lynch 2004 - 2004
Bank of America 2001 - 2004
Commercial Bank of San Francisco 1996 - 2001
Skills
Wealth Management, Loans, Strategic Financial..., Asset Managment, Banking, Loan Origination, Credit, Commercial Banking, Commercial Lending, Financial Services, Retail Banking, Finance, Management, Cash Management, Private Banking, Series 7, Insurance, Small Business Lending
Education
T.L High
USF
English Lit/Business
University of San Francisco
English/Business, B.A English Literature and B.S. Business
Josephine Morley Josephine Morley's Bank of America Experience July 1990 - December 2000
Job Accounting and Finance
Industry Health, Wellness and Fitness
Experience
Vigilent May 2011 - Present
FirstVitals Health and Wellness Inc January 2005 - Present
Bank of America July 1990 - December 2000
Skills
QuickBooks, Process Improvement, Start-ups, Microsoft Excel, Variance Analysis, GAAP, General Ledger, Salesforce.com, Fixed Assets, US GAAP, Financial Reporting, Cross-functional Team..., SEC filings, Business Strategy, SAP BYD, PCMRP, Revenue Recognition, FRx, Great Plains Software, Accounting, Financial Statements
Education
University of San Francisco 1984 — 1985
MBA, International Business
University of San Francisco 1982 — 1984
Bachelor of Science, Businesse Administration, Finance
Vigilent May 2011 - Present
FirstVitals Health and Wellness Inc January 2005 - Present
Bank of America July 1990 - December 2000
Skills
QuickBooks, Process Improvement, Start-ups, Microsoft Excel, Variance Analysis, GAAP, General Ledger, Salesforce.com, Fixed Assets, US GAAP, Financial Reporting, Cross-functional Team..., SEC filings, Business Strategy, SAP BYD, PCMRP, Revenue Recognition, FRx, Great Plains Software, Accounting, Financial Statements
Education
University of San Francisco 1984 — 1985
MBA, International Business
University of San Francisco 1982 — 1984
Bachelor of Science, Businesse Administration, Finance
Steve Heitel Steve Heitel's Bank of America Experience 1980 - 2001
Job President at Presidio Bank
Industry Banking
Experience
Presidio Bank October 2008 - Present
Mid-Peninsula Bank November 2005 - November 2007
Greater Bay Bancorp 2001 - 2007
Bank of America 1980 - 2001
Skills
Loans, Investments, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit Risk, Mergers & Acquisitions, Financial Analysis, Retail Banking, Commercial Mortgages, Business Strategy, Asset Based Lending, Financial Services, Strategy, Risk Management, Financial Modeling, Finance, Executive Management, Credit, Business Development, Lines Of Credit, Treasury Management, Relationship Management, Underwriting, Microsoft Excel, Financial Reporting, Mortgage Lending, Strategic Planning, New Business Development, Financial Institutions, Financial Risk, Portfolio Management, Team Building, Cash Management
Education
University of San Francisco 1976 — 1980
Presidio Bank October 2008 - Present
Mid-Peninsula Bank November 2005 - November 2007
Greater Bay Bancorp 2001 - 2007
Bank of America 1980 - 2001
Skills
Loans, Investments, Commercial Lending, Commercial Banking, Banking, Small Business Lending, Credit Analysis, Credit Risk, Mergers & Acquisitions, Financial Analysis, Retail Banking, Commercial Mortgages, Business Strategy, Asset Based Lending, Financial Services, Strategy, Risk Management, Financial Modeling, Finance, Executive Management, Credit, Business Development, Lines Of Credit, Treasury Management, Relationship Management, Underwriting, Microsoft Excel, Financial Reporting, Mortgage Lending, Strategic Planning, New Business Development, Financial Institutions, Financial Risk, Portfolio Management, Team Building, Cash Management
Education
University of San Francisco 1976 — 1980
Andrew Leas Andrew Leas's Bank of America Experience August 2000 - Present
Job Vice President & Manager, Customer Service and Sales Support, Bank of America, Retired
Industry Financial Services
Experience
Bank of America August 2000 - Present
Variety Children's Charity July 2005 - March 2011
St. Mary's Medical Center - San Francisco April 2001 - April 2004
Bank of America 1964 - 2000
Skills
Banking, Retail Banking, Credit, Financial Services, Commercial Banking, Team Building, Commercial Lending, Loans, Risk Management, Credit Analysis, Portfolio Management, Consumer Lending, Financial Risk, Operational Risk, Operational Risk..., Mortgage Banking, Treasury Management, Small Business Lending, AML
Education
University of Washington 1984 — 1987
MBA, Banking
University of San Francisco 1975 — 1977
BS, Business Administration
San Joaquin Memorial High School 1960 — 1961
Diploma
Bank of America August 2000 - Present
Variety Children's Charity July 2005 - March 2011
St. Mary's Medical Center - San Francisco April 2001 - April 2004
Bank of America 1964 - 2000
Skills
Banking, Retail Banking, Credit, Financial Services, Commercial Banking, Team Building, Commercial Lending, Loans, Risk Management, Credit Analysis, Portfolio Management, Consumer Lending, Financial Risk, Operational Risk, Operational Risk..., Mortgage Banking, Treasury Management, Small Business Lending, AML
Education
University of Washington 1984 — 1987
MBA, Banking
University of San Francisco 1975 — 1977
BS, Business Administration
San Joaquin Memorial High School 1960 — 1961
Diploma
Craig Van Selow Craig Van Selow's Bank of America Experience January 1989 - November 1993
Job President & Chief Executive Officer at Scott Valley Bank
Industry Financial Services
Experience
Scott Valley Bank February 2015 - Present
Clarion Consulting January 2010 - December 2014
Exchange Bank August 2008 - December 2009
Mt. Diablo National Bank June 2003 - January 2008
Greater Bay Bank July 2003 - December 2007
Wells Fargo December 1998 - June 2003
Visa USA June 1998 - December 1998
Eureka Bank March 1996 - December 1997
John Ryan Company January 1994 - February 1996
Bank of America January 1989 - November 1993
Skills
Retail Banking, Financial Services, Banking, Management, Risk Management, Finance, Strategy, Portfolio Management, Commercial Lending, Leadership, Credit
Education
University of San Francisco
Bachelor of Science
Scott Valley Bank February 2015 - Present
Clarion Consulting January 2010 - December 2014
Exchange Bank August 2008 - December 2009
Mt. Diablo National Bank June 2003 - January 2008
Greater Bay Bank July 2003 - December 2007
Wells Fargo December 1998 - June 2003
Visa USA June 1998 - December 1998
Eureka Bank March 1996 - December 1997
John Ryan Company January 1994 - February 1996
Bank of America January 1989 - November 1993
Skills
Retail Banking, Financial Services, Banking, Management, Risk Management, Finance, Strategy, Portfolio Management, Commercial Lending, Leadership, Credit
Education
University of San Francisco
Bachelor of Science
Rae Marie England Rae Marie England's Bank of America Experience June 1969 - April 1973
Job Administrative Assistant at Schools of the Sacred Heart
Industry Education Management
Experience
Schools of the Sacred Heart July 1990 - Present
Bank of America June 1969 - April 1973
Skills
Microsoft Office, Community Outreach, Non-profits, Event Planning, Volunteer Management
Education
St. Rose Academy
University of San Francisco
Schools of the Sacred Heart July 1990 - Present
Bank of America June 1969 - April 1973
Skills
Microsoft Office, Community Outreach, Non-profits, Event Planning, Volunteer Management
Education
St. Rose Academy
University of San Francisco
Sergei Andruha Sergei Andruha's Bank of America Experience January 2006 - November 2008
Job VP of Mortgage Lending at Guaranteed Rate
Industry Real Estate
Experience
Guaranteed Rate May 2014 - Present
Guarantee Mortgage January 2009 - April 2014
JPMorgan Chase January 2008 - November 2008
Bank of America January 2006 - November 2008
Skills
Sales Management, Sellers, Mortgage Lending, Loans, First Time Home Buyers, Single Family Homes, FHA, Real Estate, Refinance, REO, Investment Properties, Mortgage Marketing, Property, Mortgage Banking, Finance
Education
University of San Francisco 2000 — 2004
MBS, Finance
St. Cecilia's
Guaranteed Rate May 2014 - Present
Guarantee Mortgage January 2009 - April 2014
JPMorgan Chase January 2008 - November 2008
Bank of America January 2006 - November 2008
Skills
Sales Management, Sellers, Mortgage Lending, Loans, First Time Home Buyers, Single Family Homes, FHA, Real Estate, Refinance, REO, Investment Properties, Mortgage Marketing, Property, Mortgage Banking, Finance
Education
University of San Francisco 2000 — 2004
MBS, Finance
St. Cecilia's
Laurence Kung Laurence Kung's Bank of America Experience June 1980 - May 1989
Job Director of Client Engagements at Azur Global
Industry Information Services
Experience
Azur Global August 2015 - Present
Hewlett-Packard October 2013 - April 2015
Hewlett-Packard November 2012 - April 2015
Hewlett-Packard August 2011 - October 2012
Hewlett Packard January 2009 - July 2011
EDS May 2005 - December 2008
EDS July 2002 - April 2005
MCI Worlcom June 1995 - June 2002
Charles Schwab June 1989 - May 1995
Bank of America June 1980 - May 1989
Skills
ITIL, Data Center, IT Outsourcing, Cisco Technologies, IT Management, Service Delivery, Outsourcing, IT Operations, PMO, HP, IT Strategy, PMP, IT Service Management, IT Service Delivery
Education
University of San Francisco 1980 — 1982
Bachelor of Science (BS), Computer Science
Azur Global August 2015 - Present
Hewlett-Packard October 2013 - April 2015
Hewlett-Packard November 2012 - April 2015
Hewlett-Packard August 2011 - October 2012
Hewlett Packard January 2009 - July 2011
EDS May 2005 - December 2008
EDS July 2002 - April 2005
MCI Worlcom June 1995 - June 2002
Charles Schwab June 1989 - May 1995
Bank of America June 1980 - May 1989
Skills
ITIL, Data Center, IT Outsourcing, Cisco Technologies, IT Management, Service Delivery, Outsourcing, IT Operations, PMO, HP, IT Strategy, PMP, IT Service Management, IT Service Delivery
Education
University of San Francisco 1980 — 1982
Bachelor of Science (BS), Computer Science
Linda Pacheco Linda Pacheco's Bank of America Experience 1986 - 1991
Job Project Coordinator | Analyst
Industry Information Technology and Services
Experience
San Ramon Unified School District January 2014 - Present
Peregrin Medical Review September 2003 - May 2013
Bank of America 1986 - 1991
Skills
Microsoft SQL Server, ASP.NET, HTML, Visual Studio, AJAX, Software Development, Visual Basic, Project Management, SQL Server Reporting..., SDLC, Software Project..., Business Analysis, C#, CSS, Requirements Gathering, Testing, Requirements Analysis, Web Applications
Education
University of San Francisco
Bachelor of Science (B.S.), Honors, Information Systems Management
College of San Mateo
Associate of Science (AS), Computer Science
San Ramon Unified School District January 2014 - Present
Peregrin Medical Review September 2003 - May 2013
Bank of America 1986 - 1991
Skills
Microsoft SQL Server, ASP.NET, HTML, Visual Studio, AJAX, Software Development, Visual Basic, Project Management, SQL Server Reporting..., SDLC, Software Project..., Business Analysis, C#, CSS, Requirements Gathering, Testing, Requirements Analysis, Web Applications
Education
University of San Francisco
Bachelor of Science (B.S.), Honors, Information Systems Management
College of San Mateo
Associate of Science (AS), Computer Science
Gerritt Kerkstra's Bank of America Experience 1983 - 1990
Job
Industry Financial Services
Experience
The Strawhecker Group 2012 - Present
LEAP Commerce 2011 - Present
Consultant April 2010 - Present
MasterCard 1999 - 2010
Electronic Transactions Association 1999 - 2010
MasterCard 1996 - 1999
Visa 1995 - 1996
Visa 1991 - 1995
Bank of America 1983 - 1990
Skills
Electronic Payments, Start-ups, Product Management, Payments, New Business Development, Program Management, Strategic Planning, Business Strategy, Debit Cards, Strategy, Team Leadership, Strategic Partnerships, Business Development, Competitive Analysis, Payment Systems, Mobile Payments, Credit Cards, Cards, Marketing Strategy, Mobile Commerce, E-payments, E-commerce, Loyalty Programs, Product Development, Financial Services, Project Management, Payment Card Processing, Analytics, Merchant Services, Transaction Processing, Payment Gateways, Payment Cards, Customer Acquisition, Executive Management, Relationship Management, Mergers & Acquisitions, Mobile Devices, Banking, Risk Management, NFC, Payment Services, ACH, PCI DSS, Fraud, Acquiring, Smart Cards, Corporate Development, Payment Industry, Product Marketing, EMV
Education
University of San Francisco
The Strawhecker Group 2012 - Present
LEAP Commerce 2011 - Present
Consultant April 2010 - Present
MasterCard 1999 - 2010
Electronic Transactions Association 1999 - 2010
MasterCard 1996 - 1999
Visa 1995 - 1996
Visa 1991 - 1995
Bank of America 1983 - 1990
Skills
Electronic Payments, Start-ups, Product Management, Payments, New Business Development, Program Management, Strategic Planning, Business Strategy, Debit Cards, Strategy, Team Leadership, Strategic Partnerships, Business Development, Competitive Analysis, Payment Systems, Mobile Payments, Credit Cards, Cards, Marketing Strategy, Mobile Commerce, E-payments, E-commerce, Loyalty Programs, Product Development, Financial Services, Project Management, Payment Card Processing, Analytics, Merchant Services, Transaction Processing, Payment Gateways, Payment Cards, Customer Acquisition, Executive Management, Relationship Management, Mergers & Acquisitions, Mobile Devices, Banking, Risk Management, NFC, Payment Services, ACH, PCI DSS, Fraud, Acquiring, Smart Cards, Corporate Development, Payment Industry, Product Marketing, EMV
Education
University of San Francisco
Mark Fredenburg, CFA Mark Fredenburg, CFA's Bank of America Experience 2001 - 2006
Job Board of Directors at Bay Area Financial Education Foundation
Industry Financial Services
Experience
Wells Fargo August 2006 - Present
University of San Francisco 1999 - Present
Bay Area Financial Education Foundation May 2013 - Present
Bank of America 2001 - 2006
California Investment Trust January 1992 - August 1994
National Westminster Bank PLC 1987 - 1990
Federal Reserve Bank of San Francisco February 1984 - August 1987
Skills
Investments, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Equities, Financial Services, Wealth Management, Alternative Investments, Financial Analysis, Financial Modeling
Education
University of San Francisco 1994 — 1996
MA, International Economics
University of San Francisco 1979 — 1983
BS, Business Administration/Finance
Wells Fargo August 2006 - Present
University of San Francisco 1999 - Present
Bay Area Financial Education Foundation May 2013 - Present
Bank of America 2001 - 2006
California Investment Trust January 1992 - August 1994
National Westminster Bank PLC 1987 - 1990
Federal Reserve Bank of San Francisco February 1984 - August 1987
Skills
Investments, Equity Research, Asset Management, Portfolio Management, Asset Allocation, Equities, Financial Services, Wealth Management, Alternative Investments, Financial Analysis, Financial Modeling
Education
University of San Francisco 1994 — 1996
MA, International Economics
University of San Francisco 1979 — 1983
BS, Business Administration/Finance
Stacey C. Fleece, CFA Stacey C. Fleece, CFA's Bank of America Experience June 2008 - October 2010
Job Branch Manager, San Francisco and Marin at Everbank NMLS 582912
Industry Financial Services
Experience
Everbank February 2013 - Present
Financial Wardrobe June 2005 - Present
Union Bank February 2012 - February 2013
MetLife Home Loans October 2010 - January 2012
Bank of America June 2008 - October 2010
Princeton Capital 2006 - 2008
Skills
Credit, FHA, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Banking, USDA, Sales, Management, Reverse Mortgages, FHA financing, Refinance, Underwriting, Government Loans, Mortgage Underwriting, Construction Loans, VA loans, Credit Analysis, Professional..., Recruiting, Real Estate Financing, Loss Mitigation, Loan Servicing, Mortgage Servicing
Education
University of San Francisco 1992 — 1994
MA
University of Southern California 1985 — 1989
BS, Business
Everbank February 2013 - Present
Financial Wardrobe June 2005 - Present
Union Bank February 2012 - February 2013
MetLife Home Loans October 2010 - January 2012
Bank of America June 2008 - October 2010
Princeton Capital 2006 - 2008
Skills
Credit, FHA, Mortgage Banking, Loans, Mortgage Lending, Loan Origination, Residential Mortgages, Banking, USDA, Sales, Management, Reverse Mortgages, FHA financing, Refinance, Underwriting, Government Loans, Mortgage Underwriting, Construction Loans, VA loans, Credit Analysis, Professional..., Recruiting, Real Estate Financing, Loss Mitigation, Loan Servicing, Mortgage Servicing
Education
University of San Francisco 1992 — 1994
MA
University of Southern California 1985 — 1989
BS, Business
Manuel Cantiga Jr Manuel Cantiga Jr's Bank of America Experience July 1999 - August 2000
Job Realtor at Diamond Bay Realty and Property Management
Industry Real Estate
Experience
Diamond Bay Realty And Property Management June 2012 - Present
Better Homes and Gardens Mason-McDuffie Real Estate August 2001 - June 2012
Bank of America July 1999 - August 2000
Education
University of San Francisco
Accounting
Diamond Bay Realty And Property Management June 2012 - Present
Better Homes and Gardens Mason-McDuffie Real Estate August 2001 - June 2012
Bank of America July 1999 - August 2000
Education
University of San Francisco
Accounting
alan percival alan percival's Bank of America Experience December 1975 - July 2006
Job Sales Marketing at Pearl Corporation
Industry Music
Experience
pearl coproration Sales MarketingPearl CorporationOctober 2006 - Present
Bank of America December 1975 - July 2006
Skills
Marketing, Bands, Sales, Music Industry, Music, Music Production, Event Management, Recording, Social Media, Online Marketing, Product Marketing, Management
Education
University of San Francisco
BA, Business
pearl coproration Sales MarketingPearl CorporationOctober 2006 - Present
Bank of America December 1975 - July 2006
Skills
Marketing, Bands, Sales, Music Industry, Music, Music Production, Event Management, Recording, Social Media, Online Marketing, Product Marketing, Management
Education
University of San Francisco
BA, Business
Leonard Hom Leonard Hom's Bank of America Experience July 2010 - September 2014
Job Engagement Manager at Experis
Industry Banking
Experience
Experis October 2014 - Present
Bank of America July 2010 - September 2014
Farmers Insurance June 2006 - July 2010
Bank of America January 1997 - July 2005
Bank of America January 1994 - March 1996
Bank of America February 1991 - April 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Management, Financial Services, Auditing, Retail Banking, Financial Analysis, Banking
Education
University of San Francisco 1986 — 1989
Master's degree, Human Resources and Organizational Development
University of San Francisco 1980 — 1984
Bachelor's degree, Human Resources Management and Services
Experis October 2014 - Present
Bank of America July 2010 - September 2014
Farmers Insurance June 2006 - July 2010
Bank of America January 1997 - July 2005
Bank of America January 1994 - March 1996
Bank of America February 1991 - April 1994
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Management, Financial Services, Auditing, Retail Banking, Financial Analysis, Banking
Education
University of San Francisco 1986 — 1989
Master's degree, Human Resources and Organizational Development
University of San Francisco 1980 — 1984
Bachelor's degree, Human Resources Management and Services
Michael Ansari Michael Ansari's Bank of America Experience April 1994 - September 2005
Job Mortgage Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank September 1995 - Present
Bank of America April 1994 - September 2005
Education
University of San Francisco 1977 — 1981
Bachelor of Science, Business Administration
University of Bridgeport 1976 — 1977
Wells Fargo Bank September 1995 - Present
Bank of America April 1994 - September 2005
Education
University of San Francisco 1977 — 1981
Bachelor of Science, Business Administration
University of Bridgeport 1976 — 1977
Greg Brenk Greg Brenk's Bank of America Experience November 1976 - July 2000
Job Board Trustee at Marin County Employee's Retirement Association
Industry Government Administration
Experience
Marin County Employee's Retirement Association April 2010 - Present
Wells Fargo December 2000 - April 2010
Bank of America November 1976 - July 2000
Pacific Gas and Electric Company June 1971 - November 1976
Skills
SDLC, IT Strategy, Vendor Management, PMP, Risk Management, Business Analysis
Education
University of San Francisco 1969 — 1971
Bachelor of Science, Computer Science
Marin County Employee's Retirement Association April 2010 - Present
Wells Fargo December 2000 - April 2010
Bank of America November 1976 - July 2000
Pacific Gas and Electric Company June 1971 - November 1976
Skills
SDLC, IT Strategy, Vendor Management, PMP, Risk Management, Business Analysis
Education
University of San Francisco 1969 — 1971
Bachelor of Science, Computer Science
Jason Frink Jason Frink's Bank of America Experience December 2014 - January 2015
Job
Industry Financial Services
Experience
Bank of America December 2014 - January 2015
Guarantee Mortgage 2007 - 2014
Triton Funding Group 2007 - 2007
Athena Capital Advisors 2005 - 2007
Triton Funding Group 2004 - 2005
Triton Funding Group 2003 - 2003
UBS PaineWebber 2000 - 2002
Skills
California Department..., Nationwide Mortgage..., Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Fixed Income, Home Equity Loans, Loan Origination, Residential Mortgages, Real Estate Financing, Real Estate Economics, Wealth Management, Credit
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
Williams College 1996 — 2000
BA, Economics
Mary Institute and St. Louis Country Day School 1992 — 1996
Bank of America December 2014 - January 2015
Guarantee Mortgage 2007 - 2014
Triton Funding Group 2007 - 2007
Athena Capital Advisors 2005 - 2007
Triton Funding Group 2004 - 2005
Triton Funding Group 2003 - 2003
UBS PaineWebber 2000 - 2002
Skills
California Department..., Nationwide Mortgage..., Loans, Mortgage Lending, Refinance, Mortgage Banking, FHA, Fixed Income, Home Equity Loans, Loan Origination, Residential Mortgages, Real Estate Financing, Real Estate Economics, Wealth Management, Credit
Education
University of San Francisco 2009 — 2011
Master of Science, Financial Analysis
Williams College 1996 — 2000
BA, Economics
Mary Institute and St. Louis Country Day School 1992 — 1996
Michelle Griffith Michelle Griffith's Bank of America Experience January 2001 - January 2003
Job Realtor, CRS, SFR at PMZ Real Estate
Industry Real Estate
Experience
PMZ Real Estate May 2008 - Present
Prudential California Realty October 2003 - May 2008
Starbucks Coffee Corporation April 1998 - December 2004
Bank of America January 2001 - January 2003
Skills
Listings, Short Sales, REO, Buyer Representation, Sellers, Relocation, Single Family Homes, First Time Home Buyers, Referrals, New Home Sales, Investors, Foreclosures, HUD, Real Estate, Property, Buyers, Condos, Real Estate Transactions, Real Property, Investment Properties, Residential Homes, FHA, Escrow, Contract Negotiation, Loans
Education
University of San Francisco
Bachelor of Science
PMZ Real Estate May 2008 - Present
Prudential California Realty October 2003 - May 2008
Starbucks Coffee Corporation April 1998 - December 2004
Bank of America January 2001 - January 2003
Skills
Listings, Short Sales, REO, Buyer Representation, Sellers, Relocation, Single Family Homes, First Time Home Buyers, Referrals, New Home Sales, Investors, Foreclosures, HUD, Real Estate, Property, Buyers, Condos, Real Estate Transactions, Real Property, Investment Properties, Residential Homes, FHA, Escrow, Contract Negotiation, Loans
Education
University of San Francisco
Bachelor of Science
Susan Herres Susan Herres's Bank of America Experience October 1977 - August 1984
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Paccar 2008 - 2008
Starbucks Coffee Company October 2000 - June 2007
Pacific Northwest National Laboratory March 1996 - October 2000
Boeing Computer Services Richland July 1990 - March 1996
Westinghouse Hanford Company July 1987 - July 1990
Rockwell Hanford Operations September 1984 - June 1987
Bank of America October 1977 - August 1984
Skills
Supply Chain, Program Management, Planning, Cross-functional Team..., Vendor Relations, Process Improvement, Problem Solving, Team Building, Change Management, Mentoring, Quality Assurance, Business Analysis, Strategic Planning, Budgeting, Analysis, Logistics, Procurement, Inventory Management, Supply Chain Management, Technical Writing, Organizational..., Retail, Coaching, Compliance, Integration, Negotiation, Sourcing, Management Consulting, New Business Development, Project Planning, SharePoint, Visio, Software Documentation, Business Process..., SDLC, ERP, ITIL, Management, Vendor Management, Start-ups, Software Project..., Team Leadership, Project Management, IT Strategy, Business Process, Operations Management, Strategy, Troubleshooting, Business Development, Training
Education
University of San Francisco 1972 — 1977
BS, Operations Management
Paccar 2008 - 2008
Starbucks Coffee Company October 2000 - June 2007
Pacific Northwest National Laboratory March 1996 - October 2000
Boeing Computer Services Richland July 1990 - March 1996
Westinghouse Hanford Company July 1987 - July 1990
Rockwell Hanford Operations September 1984 - June 1987
Bank of America October 1977 - August 1984
Skills
Supply Chain, Program Management, Planning, Cross-functional Team..., Vendor Relations, Process Improvement, Problem Solving, Team Building, Change Management, Mentoring, Quality Assurance, Business Analysis, Strategic Planning, Budgeting, Analysis, Logistics, Procurement, Inventory Management, Supply Chain Management, Technical Writing, Organizational..., Retail, Coaching, Compliance, Integration, Negotiation, Sourcing, Management Consulting, New Business Development, Project Planning, SharePoint, Visio, Software Documentation, Business Process..., SDLC, ERP, ITIL, Management, Vendor Management, Start-ups, Software Project..., Team Leadership, Project Management, IT Strategy, Business Process, Operations Management, Strategy, Troubleshooting, Business Development, Training
Education
University of San Francisco 1972 — 1977
BS, Operations Management
Rex Evans Rex Evans's Bank of America Experience 1989 - 2006
Job Managing Director at Derivative Logic Inc.
Industry Capital Markets
Experience
Derivative Logic Inc. July 2015 - Present
Cardea Partners June 2006 - June 2015
Bank of America 1989 - 2006
Skills
Interest Rate..., FX Options, Investments, Capital Markets, Securities, Financial Advisory, Fixed Income, Currency, Derivatives, Management, Financial Risk, Foreign Exchange, Options, Hedging, Financial Structuring, Financial Analysis
Education
University of San Francisco 1984 — 1989
BS, Business Administration
Derivative Logic Inc. July 2015 - Present
Cardea Partners June 2006 - June 2015
Bank of America 1989 - 2006
Skills
Interest Rate..., FX Options, Investments, Capital Markets, Securities, Financial Advisory, Fixed Income, Currency, Derivatives, Management, Financial Risk, Foreign Exchange, Options, Hedging, Financial Structuring, Financial Analysis
Education
University of San Francisco 1984 — 1989
BS, Business Administration
Narek Ghazaryan Narek Ghazaryan's Bank of America Experience January 2011 - Present
Job Department of State Bureau of Diplomatic Security
Industry International Affairs
Experience
U.S. Department of State June 2015 - Present
Bank of America January 2011 - Present
Bank of America June 2012 - November 2012
Bank of America November 2011 - June 2012
Wells Fargo Bank May 2011 - November 2011
Skills
Banking, Customer Service, Credit, Loans, Microsoft Office, Microsoft Excel, Risk Management, Commercial Banking, Credit Analysis, Cpr Certified, First Aid Certified, Powerpoint, Social Networking, Salesforce.com, PowerPoint, Teamwork, Sales, Management, Leadership, Microsoft Word, Research
Education
University of San Francisco 2014 — 2016
Master's degree, International/Global Studies
Menlo College 2011 — 2014
Bachelor of Science (BS), International Management Major
U.S. Department of State June 2015 - Present
Bank of America January 2011 - Present
Bank of America June 2012 - November 2012
Bank of America November 2011 - June 2012
Wells Fargo Bank May 2011 - November 2011
Skills
Banking, Customer Service, Credit, Loans, Microsoft Office, Microsoft Excel, Risk Management, Commercial Banking, Credit Analysis, Cpr Certified, First Aid Certified, Powerpoint, Social Networking, Salesforce.com, PowerPoint, Teamwork, Sales, Management, Leadership, Microsoft Word, Research
Education
University of San Francisco 2014 — 2016
Master's degree, International/Global Studies
Menlo College 2011 — 2014
Bachelor of Science (BS), International Management Major
Sylva Atikian Sylva Atikian's Bank of America Experience May 2014 - Present
Job Preferred Client Specialist
Industry Banking
Experience
Bank of America May 2014 - Present
Bank of America December 2012 - January 2014
Bank of America April 2010 - December 2012
GreatSchools June 2009 - September 2009
GreatSchools April 2009 - May 2009
Skills
Account Management, Customer Service, Social Networking, Social Media, Microsoft Office, Web 2.0, Online Marketing, Business Development, Customer Satisfaction, HTML, Leadership, Management, Marketing, Sales, Sales Management, Social Media Marketing, Salesforce.com, Team Building, Team Leadership, Teamwork, Banking, Loans, New Business Development, Outlook
Education
University of San Francisco 2007 — 2008
B.S., Business Administration
Mercy High School 2000 — 2004
Bank of America May 2014 - Present
Bank of America December 2012 - January 2014
Bank of America April 2010 - December 2012
GreatSchools June 2009 - September 2009
GreatSchools April 2009 - May 2009
Skills
Account Management, Customer Service, Social Networking, Social Media, Microsoft Office, Web 2.0, Online Marketing, Business Development, Customer Satisfaction, HTML, Leadership, Management, Marketing, Sales, Sales Management, Social Media Marketing, Salesforce.com, Team Building, Team Leadership, Teamwork, Banking, Loans, New Business Development, Outlook
Education
University of San Francisco 2007 — 2008
B.S., Business Administration
Mercy High School 2000 — 2004
William Carl Preyer's Bank of America Experience September 2011 - Present
Job Video Broadcast Engineer at Bank of America
Industry Online Media
Experience
Bank of America September 2011 - Present
Universal Media Group, Inc. 2007 - Present
BET 2010 - 2012
Bank of America October 2006 - September 2011
Limelight Networks 2006 - 2010
Universal Music Group 2002 - 2004
Skills
Broadcast, Web Video, Video, Television, Digital Media, New Media, Satellite, Content Strategy, Marketing, CMS, Digital Strategy, Content Management, Video Production, Digital Marketing, Video Editing, WordPress, Social Networking, Social Media, Social Media Marketing, Online Advertising, Multimedia, Online Marketing, Final Cut Pro, SEO, Web Analytics, Copywriting, YouTube, Creative Direction, User Experience, Blogging
Education
The Art Institute of Charlotte 2010 — 2013
Film
University of San Francisco 2009 — 2010
Marketing Masters Certificate, Internet Marketing Masters Certificate
Bank of America September 2011 - Present
Universal Media Group, Inc. 2007 - Present
BET 2010 - 2012
Bank of America October 2006 - September 2011
Limelight Networks 2006 - 2010
Universal Music Group 2002 - 2004
Skills
Broadcast, Web Video, Video, Television, Digital Media, New Media, Satellite, Content Strategy, Marketing, CMS, Digital Strategy, Content Management, Video Production, Digital Marketing, Video Editing, WordPress, Social Networking, Social Media, Social Media Marketing, Online Advertising, Multimedia, Online Marketing, Final Cut Pro, SEO, Web Analytics, Copywriting, YouTube, Creative Direction, User Experience, Blogging
Education
The Art Institute of Charlotte 2010 — 2013
Film
University of San Francisco 2009 — 2010
Marketing Masters Certificate, Internet Marketing Masters Certificate
Inesio Royball Inesio Royball's Bank of America Experience July 2012 - April 2015
Job Executive Search Consultant at Valoure, Inc.
Industry Management Consulting
Experience
Valoure, Inc. April 2015 - Present
Bank of America July 2012 - April 2015
Bank of America October 2005 - July 2012
Valoure, Inc May 2002 - October 2005
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Customer Retention, Executive Search, Sourcing, Temporary Placement, Internet Recruiting, Onboarding, College Recruiting, Banking, Human Resources, Management, Time Management, Interviews, Taleo, Leadership, Customer Service, Hiring, Project Management
Education
University of San Francisco
Masters, Business Science
University of the Pacific
Bachelor, Sports Management
Valoure, Inc. April 2015 - Present
Bank of America July 2012 - April 2015
Bank of America October 2005 - July 2012
Valoure, Inc May 2002 - October 2005
Skills
Talent Acquisition, Recruiting, Applicant Tracking..., Customer Retention, Executive Search, Sourcing, Temporary Placement, Internet Recruiting, Onboarding, College Recruiting, Banking, Human Resources, Management, Time Management, Interviews, Taleo, Leadership, Customer Service, Hiring, Project Management
Education
University of San Francisco
Masters, Business Science
University of the Pacific
Bachelor, Sports Management
Shana Heinrich's Bank of America Experience February 2013 - May 2014
Job Reservationist at Saison
Industry Hospitality
Experience
Saison June 2015 - Present
InterContinental Mark Hopkins San Francisco November 2014 - March 2015
Hilton San Francisco Financial District October 2014 - March 2015
Puccini & Pinetti April 2014 - September 2014
Bank of America February 2013 - May 2014
LUSH FRESH HANDMADE COSMETICS November 2012 - January 2013
SFSC June 2012 - September 2012
Skills
Sales, Customer Service, Fitness, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Time Management, Social Networking, Retail, Event Planning
Education
The University of San Francisco 2011 — 2015
BS Business Administration in progress, Hospitality Administration/Management
Chaminade College Prep High School 2007 — 2011
HS Diploma
Saison June 2015 - Present
InterContinental Mark Hopkins San Francisco November 2014 - March 2015
Hilton San Francisco Financial District October 2014 - March 2015
Puccini & Pinetti April 2014 - September 2014
Bank of America February 2013 - May 2014
LUSH FRESH HANDMADE COSMETICS November 2012 - January 2013
SFSC June 2012 - September 2012
Skills
Sales, Customer Service, Fitness, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Time Management, Social Networking, Retail, Event Planning
Education
The University of San Francisco 2011 — 2015
BS Business Administration in progress, Hospitality Administration/Management
Chaminade College Prep High School 2007 — 2011
HS Diploma
Kara Ross's Bank of America Experience December 2005 - February 2009
Job MySQL OEM Account Executive at Oracle
Industry Computer Software
Experience
Oracle September 2015 - Present
QuickGifts April 2012 - August 2015
QuickGifts June 2011 - April 2012
ADP February 2009 - March 2011
Bank of America December 2005 - February 2009
TotalMove.com (EscapeHomes.com) August 2004 - October 2005
Skills
Sales, Cold Calling, Salesforce.com, Sales Process, Sales Management, New Business Development, Qualifying Prospects, Sales Presentations, Value Selling, Leadership, Management, Customer Service, Business, Team Building, Business Development, Training, Public Speaking, Sales Operations, Marketing, Account Management, SaaS, CRM, Start-ups, Lead Generation
Education
University of San Francisco 2000 — 2004
Bachelors of Science, Business Administration/Marketing
Oracle September 2015 - Present
QuickGifts April 2012 - August 2015
QuickGifts June 2011 - April 2012
ADP February 2009 - March 2011
Bank of America December 2005 - February 2009
TotalMove.com (EscapeHomes.com) August 2004 - October 2005
Skills
Sales, Cold Calling, Salesforce.com, Sales Process, Sales Management, New Business Development, Qualifying Prospects, Sales Presentations, Value Selling, Leadership, Management, Customer Service, Business, Team Building, Business Development, Training, Public Speaking, Sales Operations, Marketing, Account Management, SaaS, CRM, Start-ups, Lead Generation
Education
University of San Francisco 2000 — 2004
Bachelors of Science, Business Administration/Marketing
Mimi Comfort Mimi Comfort's Bank of America Experience 1985 - 1991
Job Financial Operations Payment & Loyalty Professional
Industry Retail
Experience
Comfort Consulting April 2014 - Present
Williams-Sonoma Inc. September 2001 - March 2014
Gap Inc. December 1997 - August 2001
Wells Fargo Bank Consumer Credit Card October 1995 - November 1997
FICO 1992 - 1993
Bank of America 1985 - 1991
Skills
Retail, Analysis, Credit Cards, Project Management, Management, Strategic Planning, Credit, Leadership, Microsoft Excel, Business Development, Training, Risk Management, Trend Analysis, Program Management, Strategy, Customer Satisfaction, Portfolio Management, Financial Services, Relationship Management, Finance, Contract Negotiation, Payments, Loyalty Programs, Loyalty Marketing, Brand Loyalty
Education
University of San Francisco
MBA, Finance, Management
University of San Francisco
Bachelor of Arts (B.A.)
Comfort Consulting April 2014 - Present
Williams-Sonoma Inc. September 2001 - March 2014
Gap Inc. December 1997 - August 2001
Wells Fargo Bank Consumer Credit Card October 1995 - November 1997
FICO 1992 - 1993
Bank of America 1985 - 1991
Skills
Retail, Analysis, Credit Cards, Project Management, Management, Strategic Planning, Credit, Leadership, Microsoft Excel, Business Development, Training, Risk Management, Trend Analysis, Program Management, Strategy, Customer Satisfaction, Portfolio Management, Financial Services, Relationship Management, Finance, Contract Negotiation, Payments, Loyalty Programs, Loyalty Marketing, Brand Loyalty
Education
University of San Francisco
MBA, Finance, Management
University of San Francisco
Bachelor of Arts (B.A.)
Michael G. Hildebrandt's Bank of America Experience January 2009 - June 2010
Job Vice President, Mortgage Specialist at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank - Ultra High Net Worth Division November 2014 - Present
Wells Fargo Bank - Private Mortgage Banking Division April 2010 - November 2014
Bank of America January 2009 - June 2010
NorthPoint Real Estate and Investment Services December 2007 - January 2009
Skills
Loans, Mortgage Lending, Mortgage Banking, Investment Properties, Finance, Banking, Real Estate, Commercial Lending, Underwriting, Investments, Real Estate Economics, Loan Origination, Refinance, Construction Loans, Consumer Lending, VA loans, Residential Mortgages, VA Loans
Education
University of San Francisco 1987 — 1989
B. S., Applied Economics
Citi Private Bank - Ultra High Net Worth Division November 2014 - Present
Wells Fargo Bank - Private Mortgage Banking Division April 2010 - November 2014
Bank of America January 2009 - June 2010
NorthPoint Real Estate and Investment Services December 2007 - January 2009
Skills
Loans, Mortgage Lending, Mortgage Banking, Investment Properties, Finance, Banking, Real Estate, Commercial Lending, Underwriting, Investments, Real Estate Economics, Loan Origination, Refinance, Construction Loans, Consumer Lending, VA loans, Residential Mortgages, VA Loans
Education
University of San Francisco 1987 — 1989
B. S., Applied Economics
Boriss Bikosvili Boriss Bikosvili's Bank of America Experience October 2014 - September 2015
Job Assistant Vice President, Financial Solutions Advisor
Industry Banking
Experience
E*TRADE Financial Corporation September 2015 - Present
Bank of America October 2014 - September 2015
First Republic Bank August 2013 - September 2014
SGC Financial May 2012 - June 2013
Viral Impressions August 2011 - January 2012
Enterprise Rent-A-Car June 2011 - August 2011
HumidorParadise.com September 2010 - July 2011
Jewish Community Center March 2008 - March 2011
Skills
Customer Service, Social Media, Event Planning, Sales, Marketing, Financial Analysis, Salesforce.com, Marketing Strategy, Finance, Business Development, Social Media Marketing, Fundraising
Education
University of San Francisco 2009 — 2011
Business Administration, Finance and Marketing
Hebrew Academy of San Francisco 2005 — 2007
E*TRADE Financial Corporation September 2015 - Present
Bank of America October 2014 - September 2015
First Republic Bank August 2013 - September 2014
SGC Financial May 2012 - June 2013
Viral Impressions August 2011 - January 2012
Enterprise Rent-A-Car June 2011 - August 2011
HumidorParadise.com September 2010 - July 2011
Jewish Community Center March 2008 - March 2011
Skills
Customer Service, Social Media, Event Planning, Sales, Marketing, Financial Analysis, Salesforce.com, Marketing Strategy, Finance, Business Development, Social Media Marketing, Fundraising
Education
University of San Francisco 2009 — 2011
Business Administration, Finance and Marketing
Hebrew Academy of San Francisco 2005 — 2007
Josephine Pasamonte Henry Josephine Pasamonte Henry's Bank of America Experience January 1996 - January 1998
Job Sr. Project Manager, Advanced Case Management at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
Charles Schwab January 2013 - Present
Charles Schwab January 2003 - December 2012
New York Life Insurance Company January 2002 - June 2003
Fidelity Investments January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Bank of America January 1996 - January 1998
Skills
Product Management, Series 7, Financial Services, Mutual Funds, Customer Service, Training, Software Documentation, Management, Business Development, Sales, Marketing, Insurance, Policy, Microsoft Office, Call Centers, Public Relations, Research, Testing, Market Research, Networking, Marketing Strategy, Retirement, Visio, Leadership, Project Planning, Forecasting, Analysis, Series 63, Team Management, Strategic Planning, Management Consulting, Process Improvement, Quality Assurance, Retirement Planning, Account Management, Integration, Public Speaking, Social Media, Salesforce.com, Fixed Annuities, Government, Business Analysis, Microsoft Excel, Social Media Marketing, Project Management, Relationship Management, Negotiation, FINRA, International Relations, Data Analysis
Education
University of San Francisco 2009 — 2011
Masters of Arts&Sciences, Asia Pacific Studies
University of the Philippines
Bachelor of Arts, Political Science
John G. Davi's Bank of America Experience 1970 - 1975
Job Owner/Broker at John G. Davi Properties
Industry Real Estate
Experience
John G. Davi Properties 1975 - Present
Hilltop Properties / John G. Davi Properties 1977 - 2010
Bank of America 1970 - 1975
Skills
Real Estate, Single Family Homes, FHA, Sellers, Investment Properties, Short Sales, REO, Foreclosures, Residential Homes, First Time Home Buyers, Buyer Representation, Investments, Investors, Relocation, Real Property, Listings, Loans, Vacation Homes, Condos, Mortgage Lending, 1031 Exchanges, New Home Sales, Real Estate Transactions, SFR, Referrals, Buyers, Move Up Buyers, Luxury
Education
San Francisco Law School 1971 — 1975
Doctor of Law (J.D.), Law
University of San Francisco 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
John G. Davi Properties 1975 - Present
Hilltop Properties / John G. Davi Properties 1977 - 2010
Bank of America 1970 - 1975
Skills
Real Estate, Single Family Homes, FHA, Sellers, Investment Properties, Short Sales, REO, Foreclosures, Residential Homes, First Time Home Buyers, Buyer Representation, Investments, Investors, Relocation, Real Property, Listings, Loans, Vacation Homes, Condos, Mortgage Lending, 1031 Exchanges, New Home Sales, Real Estate Transactions, SFR, Referrals, Buyers, Move Up Buyers, Luxury
Education
San Francisco Law School 1971 — 1975
Doctor of Law (J.D.), Law
University of San Francisco 1966 — 1970
Bachelor of Arts (B.A.), Political Science and Government
Nansie Chen Nansie Chen's Bank of America Experience August 2012 - June 2014
Job Accounting and Billing Assistant at Kirkland and Ellis LLP
Industry Accounting
Experience
Kirkland and Ellis LLP June 2014 - Present
Bank of America August 2012 - June 2014
Chinese Newcomers Service Center June 2012 - August 2012
Mission Economic Development Agency January 2012 - May 2012
Join Joanna Rees for 2011 Mayor Campaign April 2011 - November 2011
Skills
Customer Service, Microsoft Office, Tax, Sales, Microsoft Excel, Accounting, Fluent in Cantonese, Fluent in Mandarin, Cantonese, Excel, Word, PowerPoint, Tax Preparation, Data Entry, Credit, Banking, Spreadsheets, Administrative..., Cashiering, Financial Accounting, Customer Experience, Telephone Skills, Retail Banking, Tax Accounting, Finance, Outlook, Cash Management, Account Reconciliation, Invoicing
Education
University of San Francisco 2010 — 2014
Bachelor of Science (BS), Finance and Accounting
James Logan High School 2006 — 2010
Kirkland and Ellis LLP June 2014 - Present
Bank of America August 2012 - June 2014
Chinese Newcomers Service Center June 2012 - August 2012
Mission Economic Development Agency January 2012 - May 2012
Join Joanna Rees for 2011 Mayor Campaign April 2011 - November 2011
Skills
Customer Service, Microsoft Office, Tax, Sales, Microsoft Excel, Accounting, Fluent in Cantonese, Fluent in Mandarin, Cantonese, Excel, Word, PowerPoint, Tax Preparation, Data Entry, Credit, Banking, Spreadsheets, Administrative..., Cashiering, Financial Accounting, Customer Experience, Telephone Skills, Retail Banking, Tax Accounting, Finance, Outlook, Cash Management, Account Reconciliation, Invoicing
Education
University of San Francisco 2010 — 2014
Bachelor of Science (BS), Finance and Accounting
James Logan High School 2006 — 2010
Katharine Cansino-Barquet's Bank of America Experience 2012 - 2013
Job at
Industry Financial Services
Experience
CMG Financial 2014 - Present
JPMorgan Chase 2013 - Present
Bank of America 2012 - 2013
Bank of America 2009 - 2012
EJC Lighting Design March 2006 - 2009
Skills
Finance, Corporate Finance, Mortgage Banking, Sales, Public Relations, Spanish, Databases, Outlook, Data Entry, PowerPoint, Employee Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Communication, Customer Satisfaction, Resourceful..., Process Improvement, Financial Audits, Self-starter, Foreign Currency
Education
University of San Francisco 2005 — 2009
BA, Sociology
CMG Financial 2014 - Present
JPMorgan Chase 2013 - Present
Bank of America 2012 - 2013
Bank of America 2009 - 2012
EJC Lighting Design March 2006 - 2009
Skills
Finance, Corporate Finance, Mortgage Banking, Sales, Public Relations, Spanish, Databases, Outlook, Data Entry, PowerPoint, Employee Relations, Microsoft Excel, Microsoft Word, Microsoft Office, Communication, Customer Satisfaction, Resourceful..., Process Improvement, Financial Audits, Self-starter, Foreign Currency
Education
University of San Francisco 2005 — 2009
BA, Sociology
Sarah Kiggins's Bank of America Experience July 2002 - March 2003
Job Senior Production Associate at The Permanente Medical Group (Promotion)
Industry Hospital & Health Care
Experience
The Permanente Medical Group February 2015 - Present
The Permanente Medical Group February 2012 - February 2015
The Permanente Medical Group January 2010 - February 2012
The Permanente Medical Group January 2009 - January 2010
The Permanente Medical Group March 2003 - March 2009
Bank of America July 2002 - March 2003
Skills
Project Management, Production Management, Strategic Planning, Web Content Management, Content Management, Mobile Content..., Data Analysis, Reporting & Analysis, Web Analytics, Customer Service, HTML scripting, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Social Media Marketing, Banking, Administrative..., Marketing, Office Administration, Sales, SDL Tridion, SharePoint, HealthConnect, Lotus Notes, Google Drive, Google Analytics
Education
University of San Francisco 2011 — 2014
Bachelor of Science (B.S.), Business Economics
The Permanente Medical Group February 2015 - Present
The Permanente Medical Group February 2012 - February 2015
The Permanente Medical Group January 2010 - February 2012
The Permanente Medical Group January 2009 - January 2010
The Permanente Medical Group March 2003 - March 2009
Bank of America July 2002 - March 2003
Skills
Project Management, Production Management, Strategic Planning, Web Content Management, Content Management, Mobile Content..., Data Analysis, Reporting & Analysis, Web Analytics, Customer Service, HTML scripting, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Healthcare, Social Media Marketing, Banking, Administrative..., Marketing, Office Administration, Sales, SDL Tridion, SharePoint, HealthConnect, Lotus Notes, Google Drive, Google Analytics
Education
University of San Francisco 2011 — 2014
Bachelor of Science (B.S.), Business Economics
Emily Autry-Schiffgens Emily Autry-Schiffgens's Bank of America Experience December 2013 - Present
Job Personal Banker
Industry Banking
Experience
Bank of America December 2013 - Present
ProTransport-1 November 2011 - August 2013
VMS April 2010 - August 2011
VMS May 2009 - April 2010
Something Silver October 2008 - June 2009
LicenZing LLC February 2008 - July 2008
Country Village Day September 2004 - August 2007
Skills
Sales Operations, Client Relationship..., Lead Generation, Account Management, New Business Development, Administration, Social Media, Event Planning, Public Relations, CRM, Management, Sales, Press Releases, Corporate Communications, Leadership
Education
University of San Francisco 2005 — 2009
BA, Communication Studies, Public Relations
Bank of America December 2013 - Present
ProTransport-1 November 2011 - August 2013
VMS April 2010 - August 2011
VMS May 2009 - April 2010
Something Silver October 2008 - June 2009
LicenZing LLC February 2008 - July 2008
Country Village Day September 2004 - August 2007
Skills
Sales Operations, Client Relationship..., Lead Generation, Account Management, New Business Development, Administration, Social Media, Event Planning, Public Relations, CRM, Management, Sales, Press Releases, Corporate Communications, Leadership
Education
University of San Francisco 2005 — 2009
BA, Communication Studies, Public Relations
Erin McCloskey Erin McCloskey's Bank of America Experience 2009 - June 2012
Job Enterprise Business Specialist at Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch June 2012 - Present
Bank of America 2009 - June 2012
Merrill Lynch 2000 - 2009
Education
University of San Francisco 1993 — 1997
BS, Finance
West Albany High School
Bank of America Merrill Lynch June 2012 - Present
Bank of America 2009 - June 2012
Merrill Lynch 2000 - 2009
Education
University of San Francisco 1993 — 1997
BS, Finance
West Albany High School
Shannon Cotton Shannon Cotton's Bank of America Experience June 2005 - June 2007
Job RN at Scripps Health
Industry Hospital & Health Care
Experience
Scripps Health October 2014 - Present
Dignity Health June 2007 - August 2014
Bank of America June 2005 - June 2007
Skills
Nursing, BLS, ACLS, Critical Care, Hospitals, Patient Safety, Inpatient, Acute Care, EMR, Healthcare, Medical/Surgical, Healthcare Management, ICU, PALS, Healthcare Information..., Patient Education, Cerner, EHR
Education
University of San Francisco 2003 — 2007
Bachelor of Science, Registered Nursing/Registered Nurse
Scripps Health October 2014 - Present
Dignity Health June 2007 - August 2014
Bank of America June 2005 - June 2007
Skills
Nursing, BLS, ACLS, Critical Care, Hospitals, Patient Safety, Inpatient, Acute Care, EMR, Healthcare, Medical/Surgical, Healthcare Management, ICU, PALS, Healthcare Information..., Patient Education, Cerner, EHR
Education
University of San Francisco 2003 — 2007
Bachelor of Science, Registered Nursing/Registered Nurse
Matt Skraby Matt Skraby's Bank of America Experience November 2003 - December 2005
Job Director at iHeartMedia
Industry Marketing and Advertising
Experience
iHeartMedia January 2015 - Present
Global Strategic Management Institute September 2010 - July 2014
Integra LifeSciences October 2009 - June 2010
Next Level Electric May 2009 - September 2009
Northern California May 2006 - September 2006
Bank of America November 2003 - December 2005
Skills
Salesforce.com, Social Media, Social Media Marketing, Product Management, Event Management, Management, Business Development, Marketing Strategy
Education
University of San Francisco 2006 — 2008
Bachelor of Science, Business Administration
iHeartMedia January 2015 - Present
Global Strategic Management Institute September 2010 - July 2014
Integra LifeSciences October 2009 - June 2010
Next Level Electric May 2009 - September 2009
Northern California May 2006 - September 2006
Bank of America November 2003 - December 2005
Skills
Salesforce.com, Social Media, Social Media Marketing, Product Management, Event Management, Management, Business Development, Marketing Strategy
Education
University of San Francisco 2006 — 2008
Bachelor of Science, Business Administration
Carole McCormick's Bank of America Experience June 2012 - November 2012
Job Chief Operating Officer
Industry Financial Services
Experience
Amherst Mortgage Acceptance Company - AmMAC November 2012 - Present
Bank of America June 2012 - November 2012
Bank of America May 2011 - June 2012
Bank of America January 2011 - May 2011
LownHome Financial January 2006 - March 2008
First Franklin Financial May 2000 - March 2003
North American Mortgage Company 1992 - 2000
Education
University of San Francisco 2010 — 2011
Public Administration
Amherst Mortgage Acceptance Company - AmMAC November 2012 - Present
Bank of America June 2012 - November 2012
Bank of America May 2011 - June 2012
Bank of America January 2011 - May 2011
LownHome Financial January 2006 - March 2008
First Franklin Financial May 2000 - March 2003
North American Mortgage Company 1992 - 2000
Education
University of San Francisco 2010 — 2011
Public Administration
Roger Wunderling Roger Wunderling's Bank of America Experience 1986 - 1990
Job CFO Start Ups/Venture Capital/Private Equity email wunderling@comcast.net
Industry Venture Capital & Private Equity
Experience
Wunderling Consulting 1997 - Present
Founders Fund 2008 - 2008
Biex 1996 - 1997
Technology Funding 1990 - 1995
Bank of America 1986 - 1990
Wells Fargo Bank 1980 - 1986
Robert A McNeil Corp 1977 - 1980
Education
University of San Francisco
BS
Wunderling Consulting 1997 - Present
Founders Fund 2008 - 2008
Biex 1996 - 1997
Technology Funding 1990 - 1995
Bank of America 1986 - 1990
Wells Fargo Bank 1980 - 1986
Robert A McNeil Corp 1977 - 1980
Education
University of San Francisco
BS
Rob Willard Rob Willard's Bank of America Experience December 2009 - March 2015
Job Technology Professional and Entrepreneur
Industry Information Technology and Services
Experience
Bank of America December 2009 - March 2015
Bank of America December 2006 - January 2010
Bank of America August 2005 - December 2006
Bank of America May 2005 - August 2005
Bank of America October 2003 - May 2005
Fleet Credit Card Services February 1999 - October 2003
MKD 1997 - 1999
MBNA 1996 - 1997
HOUSEHOLD CREDIT SERVICES 1993 - 1996
Skills
Program Management, Credit Cards, Project Portfolio..., CRM, E-commerce, SDLC, PMO, Risk Management, Vendor Management, Back Office, IT Strategy, Business Requirements
Education
University of San Francisco
Bank of America December 2009 - March 2015
Bank of America December 2006 - January 2010
Bank of America August 2005 - December 2006
Bank of America May 2005 - August 2005
Bank of America October 2003 - May 2005
Fleet Credit Card Services February 1999 - October 2003
MKD 1997 - 1999
MBNA 1996 - 1997
HOUSEHOLD CREDIT SERVICES 1993 - 1996
Skills
Program Management, Credit Cards, Project Portfolio..., CRM, E-commerce, SDLC, PMO, Risk Management, Vendor Management, Back Office, IT Strategy, Business Requirements
Education
University of San Francisco
Rosie Cervantes Rosie Cervantes's Bank of America Experience January 1967 - September 1969
Job Executive Director at St. Vincent de Paul of Hanford CA
Industry Nonprofit Organization Management
Experience
St. Vincent de Paul of Hanford CA June 2011 - Present
St. Vincent de Paul Center October 2000 - Present
State of California Employment Development Department January 1972 - October 2000
Bank of America January 1967 - September 1969
Education
University of San Francisco 1980 — 1981
BS, Human Relations and Organizational Behavior
College of the Sequoias 1963 — 1965
AA, Business
St. Vincent de Paul of Hanford CA June 2011 - Present
St. Vincent de Paul Center October 2000 - Present
State of California Employment Development Department January 1972 - October 2000
Bank of America January 1967 - September 1969
Education
University of San Francisco 1980 — 1981
BS, Human Relations and Organizational Behavior
College of the Sequoias 1963 — 1965
AA, Business
Rich Phillips Rich Phillips's Bank of America Experience January 1996 - December 1997
Job Speaker | Business Coach | Author
Industry Management Consulting
Experience
RP Coaching/ORCAstration April 2011 - Present
Coach Rich Phillips March 2007 - Present
ActionCOACH Business Coaching January 2006 - March 2011
Imagistics April 1999 - October 2005
Pitney Bowes January 2003 - October 2004
Bank of America January 1996 - December 1997
Wells Fargo April 1994 - August 1997
Sea World, Inc July 1973 - December 1980
Skills
Profitability, Cross Selling, Sales Process, Consultative Selling, Selling, Solution Selling, Direct Sales, Cold Calling, Relationship Development, Building Relationships, Sales Management, Prospects, Coaching, New Business Development, Telemarketing, Sales Presentations, Sales Growth, Sales Representatives, Profit Margins, Sales Organization, Small Business, Sales Support, Gross Profit, B2B, Account Management, Profit, Accountability, Market Penetration, Value Proposition, Team Building, Referrals, Money, Marketing Strategy, Alliances, Sales Compensation, National Accounts, Photocopier, Mentoring, Strategic Planning, Business Planning, Negotiation, Public Speaking, Business Strategy, Market Planning, Customer Service, Customer Relations, Leadership Development, Entrepreneur, Team Management, Team Leadership
Education
University of San Francisco 1986 — 1987
Real Estate
Lodi High School 1966 — 1970
Diego's U
RP Coaching/ORCAstration April 2011 - Present
Coach Rich Phillips March 2007 - Present
ActionCOACH Business Coaching January 2006 - March 2011
Imagistics April 1999 - October 2005
Pitney Bowes January 2003 - October 2004
Bank of America January 1996 - December 1997
Wells Fargo April 1994 - August 1997
Sea World, Inc July 1973 - December 1980
Skills
Profitability, Cross Selling, Sales Process, Consultative Selling, Selling, Solution Selling, Direct Sales, Cold Calling, Relationship Development, Building Relationships, Sales Management, Prospects, Coaching, New Business Development, Telemarketing, Sales Presentations, Sales Growth, Sales Representatives, Profit Margins, Sales Organization, Small Business, Sales Support, Gross Profit, B2B, Account Management, Profit, Accountability, Market Penetration, Value Proposition, Team Building, Referrals, Money, Marketing Strategy, Alliances, Sales Compensation, National Accounts, Photocopier, Mentoring, Strategic Planning, Business Planning, Negotiation, Public Speaking, Business Strategy, Market Planning, Customer Service, Customer Relations, Leadership Development, Entrepreneur, Team Management, Team Leadership
Education
University of San Francisco 1986 — 1987
Real Estate
Lodi High School 1966 — 1970
Diego's U
Melvin Todd's Bank of America Experience July 2003 - Present
Job Systems Consultant Bank of America
Industry Financial Services
Experience
Bank of America July 2003 - Present
Countrywide 2003 - Present
Skills
Disaster Recovery, SDLC
Education
University of San Francisco 1986 — 1987
Bank of America July 2003 - Present
Countrywide 2003 - Present
Skills
Disaster Recovery, SDLC
Education
University of San Francisco 1986 — 1987
Dmitriy Goldenberg's Bank of America Experience August 2000 - January 2007
Job Research Analyst Portfolio Evaluation at Fisher Investments
Industry Financial Services
Experience
Fisher Investments June 2012 - Present
Fisher Investments August 2011 - June 2012
Fisher Investments June 2008 - August 2011
Fisher Investments April 2007 - June 2008
Bank of America August 2000 - January 2007
Education
University of San Francisco 2003 — 2005
Fisher Investments June 2012 - Present
Fisher Investments August 2011 - June 2012
Fisher Investments June 2008 - August 2011
Fisher Investments April 2007 - June 2008
Bank of America August 2000 - January 2007
Education
University of San Francisco 2003 — 2005
Catarina Z. McNutt's Bank of America Experience September 1998 - December 2007
Job Manager at AssetMark, Inc.
Industry Financial Services
Experience
Genworth Financial Wealth Management April 2008 - Present
Bank of America September 1998 - December 2007
Skills
Securities, Process Improvement, Wealth Management, Project Management, Mutual Funds, Investments, Financial Services, Risk Management, Visio, SDLC, Business Analysis, Financial Analysis, Equities, Portfolio Management, Insurance, Asset Management, Fixed Income, Vendor Management, Management, Strategic Financial..., IT Strategy, Series 7, Capital Markets, Financial Modeling, Banking
Education
University of San Francisco - School of Management 1996 — 1997
University of San Francisco 1993 — 1996
Genworth Financial Wealth Management April 2008 - Present
Bank of America September 1998 - December 2007
Skills
Securities, Process Improvement, Wealth Management, Project Management, Mutual Funds, Investments, Financial Services, Risk Management, Visio, SDLC, Business Analysis, Financial Analysis, Equities, Portfolio Management, Insurance, Asset Management, Fixed Income, Vendor Management, Management, Strategic Financial..., IT Strategy, Series 7, Capital Markets, Financial Modeling, Banking
Education
University of San Francisco - School of Management 1996 — 1997
University of San Francisco 1993 — 1996
Jim Petersohn's Bank of America Experience June 1986 - August 2000
Job Senior Vice President at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2004 - Present
Wells Fargo Bank 2004 - Present
Petersohn Consulting 2003 - 2004
Bank of America June 1986 - August 2000
Skills
Mortgage Banking, Credit, Banking, Credit Risk, Credit Analysis, Loan Origination, Financial Risk, Retail Banking, Analytics, Portfolio Management, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Predictive Analytics, Consumer Lending, Finance, Credit Cards, Loans, Mortgage Lending, Asset Based Lending, Financial Services, Basel II
Education
University of San Francisco 1966 — 1968
BS Business Administration, Accounting Emphasis
Wells Fargo June 2004 - Present
Wells Fargo Bank 2004 - Present
Petersohn Consulting 2003 - 2004
Bank of America June 1986 - August 2000
Skills
Mortgage Banking, Credit, Banking, Credit Risk, Credit Analysis, Loan Origination, Financial Risk, Retail Banking, Analytics, Portfolio Management, Underwriting, Small Business Lending, Financial Analysis, Risk Management, Predictive Analytics, Consumer Lending, Finance, Credit Cards, Loans, Mortgage Lending, Asset Based Lending, Financial Services, Basel II
Education
University of San Francisco 1966 — 1968
BS Business Administration, Accounting Emphasis
Elizabeth McCaughey's Bank of America Experience January 2008 - April 2011
Job retired
Industry Banking
Experience
Bank of America January 2008 - April 2011
Financial Freedom Senior Funding January 2003 - January 2008
Skills
Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Loan Origination, VA loans, Home Equity, Reverse Mortgages, FHA, Banking, Refinance, FHA financing
Education
University of San Francisco 1967 — 1970
Bank of America January 2008 - April 2011
Financial Freedom Senior Funding January 2003 - January 2008
Skills
Mortgage Lending, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Loan Origination, VA loans, Home Equity, Reverse Mortgages, FHA, Banking, Refinance, FHA financing
Education
University of San Francisco 1967 — 1970
Dorothy Schlitz's Bank of America Experience June 1982 - September 1998
Job Independent Banking Professional
Industry Banking
Experience
Bank One September 1998 - April 2002
Bank of America June 1982 - September 1998
Skills
Market Planning, Marketing Communications, Training & Development, Employee Training, Team Leadership, Strategic Planning, Leadership, Team Building, Marketing, Cross-functional Team..., Sales Management, Product Management, Marketing Management, Sales, Marketing Strategy, Management, Public Speaking, Customer Service
Education
University of San Francisco 1971 — 1974
Bachlor, Marketing-Business
University of Arizona
Executive Leadership, Leadership
Bank One September 1998 - April 2002
Bank of America June 1982 - September 1998
Skills
Market Planning, Marketing Communications, Training & Development, Employee Training, Team Leadership, Strategic Planning, Leadership, Team Building, Marketing, Cross-functional Team..., Sales Management, Product Management, Marketing Management, Sales, Marketing Strategy, Management, Public Speaking, Customer Service
Education
University of San Francisco 1971 — 1974
Bachlor, Marketing-Business
University of Arizona
Executive Leadership, Leadership
Kara Barnes's Bank of America Experience Personal BankerBank Of America2005 - Present
Job Personal Banker/Loan Officer at Bank Of America
Industry Banking
Experience
Bank Of America Personal BankerBank Of America2005 - Present
Education
University of San Francisco 2000 — 2004
Bank Of America Personal BankerBank Of America2005 - Present
Education
University of San Francisco 2000 — 2004
Michele Widmer's Bank of America Experience July 2010 - Present
Job Home Services Specialist at Bank of America
Industry Financial Services
Experience
Bank of America July 2010 - Present
Comcast Cable December 2008 - Present
WMC Mortgage August 2003 - April 2007
Bank of America 1998 - 2000
Skills
Mortgage Underwriting, Credit Analysis, Credit, Loans, Underwriting, Investment Properties, Insurance, Credit Risk, Loan Servicing, Residential Mortgages, Banking, Financial Analysis, Refinance, Mortgage Lending, Outlook, Strategic Planning, Analysis, Loss Mitigation, Portfolio Management, Loan Origination, Microsoft Office, Teamwork, Mortgage Banking, Consumer Lending, Relationship Management, Public Speaking, Customer Service
Education
University of San Francisco 1977 — 1978
Bank of America July 2010 - Present
Comcast Cable December 2008 - Present
WMC Mortgage August 2003 - April 2007
Bank of America 1998 - 2000
Skills
Mortgage Underwriting, Credit Analysis, Credit, Loans, Underwriting, Investment Properties, Insurance, Credit Risk, Loan Servicing, Residential Mortgages, Banking, Financial Analysis, Refinance, Mortgage Lending, Outlook, Strategic Planning, Analysis, Loss Mitigation, Portfolio Management, Loan Origination, Microsoft Office, Teamwork, Mortgage Banking, Consumer Lending, Relationship Management, Public Speaking, Customer Service
Education
University of San Francisco 1977 — 1978
Ellery Manes's Bank of America Experience January 2011 - May 2013
Job Regional Manager at GC Services
Industry Financial Services
Experience
GC Services June 2013 - Present
Bank of America January 2011 - May 2013
Bank of America May 2009 - December 2010
eHomes & Loans March 2007 - May 2009
AmeriFund Lending Group May 2005 - February 2007
GE Money/WMC Mortgage May 2003 - April 2005
Franklin Templeton Investments March 1996 - August 1998
Skills
Credit, Banking, Leadership, Customer Service, Underwriting, Mortgage Lending, Strategic Planning, Sales, Loans, Call Center, Call Centers, Coaching, Team Building, Six Sigma, Seminars, Colletions, Management, Selling, Team Leadership, Account Management, Customer Retention
Education
University of San Francisco 1997 — 2000
M.B.A., e-Commerce, Marketing
Whitman College 1990 — 1994
Bachelor of Arts
GC Services June 2013 - Present
Bank of America January 2011 - May 2013
Bank of America May 2009 - December 2010
eHomes & Loans March 2007 - May 2009
AmeriFund Lending Group May 2005 - February 2007
GE Money/WMC Mortgage May 2003 - April 2005
Franklin Templeton Investments March 1996 - August 1998
Skills
Credit, Banking, Leadership, Customer Service, Underwriting, Mortgage Lending, Strategic Planning, Sales, Loans, Call Center, Call Centers, Coaching, Team Building, Six Sigma, Seminars, Colletions, Management, Selling, Team Leadership, Account Management, Customer Retention
Education
University of San Francisco 1997 — 2000
M.B.A., e-Commerce, Marketing
Whitman College 1990 — 1994
Bachelor of Arts
Marilen Isidro Gonzalez's Bank of America Experience 1995 - 2000
Job Project Manager at Dignity Health
Industry Hospital & Health Care
Experience
Dignity Health November 2004 - Present
City of Oakland 2002 - 2004
3Com 2000 - 2002
Harte-Hanks 1999 - 2000
Bank of America 1995 - 2000
Education
University of San Francisco
Bachelor's Degree, Business Admin/Marketing
Dignity Health November 2004 - Present
City of Oakland 2002 - 2004
3Com 2000 - 2002
Harte-Hanks 1999 - 2000
Bank of America 1995 - 2000
Education
University of San Francisco
Bachelor's Degree, Business Admin/Marketing
ann alford's Bank of America Experience October 2003 - February 2010
Job SVP Bank of America
Industry Financial Services
Experience
Charlotte Bilingual Preschool April 2012 - March 2013
Bank of America October 2003 - February 2010
Bank of America 1982 - 2010
Skills
Credit, Business Process..., Banking, Supply Chain Management, Risk Management, Mortgage Lending, Process Improvement, Strategic Planning, Cross-functional Team..., Loans, Sourcing, Vendor Management, Change Management, Mortgage Banking, Loan Origination, Management, Program Management, Financial Risk, Strategic Sourcing
Education
University of San Francisco
Charlotte Bilingual Preschool April 2012 - March 2013
Bank of America October 2003 - February 2010
Bank of America 1982 - 2010
Skills
Credit, Business Process..., Banking, Supply Chain Management, Risk Management, Mortgage Lending, Process Improvement, Strategic Planning, Cross-functional Team..., Loans, Sourcing, Vendor Management, Change Management, Mortgage Banking, Loan Origination, Management, Program Management, Financial Risk, Strategic Sourcing
Education
University of San Francisco
Bill Quinn's Bank of America Experience June 2001 - February 2012
Job Lending Manager at Chase SF Financial District NMLS ID 633545
Industry Banking
Experience
JPMorgan Chase June 2013 - Present
EverBank February 2013 - June 2013
Citi February 2012 - December 2012
Bank of America June 2001 - February 2012
Skills
Strategic Partnerships, Team Leadership, Sales Management, Marketing, Loan Origination, Budgeting, Packaged Goods, FHA/VA, Coaching, Recruiting, Loans, Mortgage Lending, Real Estate, FHA, Condo Financing, Jumbo Portfolio Lending, Banking, Budgets, Credit, FMCG, Finance, Financial Analysis, Forecasting, Funding, Investment Properties, Investments, Leadership, Management, Mortgage Banking, Real Estate Financing, Refinance, Residential Mortgages, Sales, VA Loans
Education
University of San Francisco 1992 — 1994
MBA, Marketing
University of Southern New Hampshire 1982 — 1986
Bachelor of Science (BS), Marketing
JPMorgan Chase June 2013 - Present
EverBank February 2013 - June 2013
Citi February 2012 - December 2012
Bank of America June 2001 - February 2012
Skills
Strategic Partnerships, Team Leadership, Sales Management, Marketing, Loan Origination, Budgeting, Packaged Goods, FHA/VA, Coaching, Recruiting, Loans, Mortgage Lending, Real Estate, FHA, Condo Financing, Jumbo Portfolio Lending, Banking, Budgets, Credit, FMCG, Finance, Financial Analysis, Forecasting, Funding, Investment Properties, Investments, Leadership, Management, Mortgage Banking, Real Estate Financing, Refinance, Residential Mortgages, Sales, VA Loans
Education
University of San Francisco 1992 — 1994
MBA, Marketing
University of Southern New Hampshire 1982 — 1986
Bachelor of Science (BS), Marketing
Richard Mattingly's Bank of America Experience November 2010 - March 2013
Job SVP, Head of Global Sourcing and Procurement and Chief Risk Officer at Westcon Group
Industry Telecommunications
Experience
Westcon Group March 2013 - Present
Bank of America November 2010 - March 2013
Bank of America June 2006 - November 2010
Marsh & McLennan Companies 2004 - 2006
Ariba (Formerly FreeMarkets) 2001 - 2003
Tenneco 1998 - 2001
Skills
Offshoring, Global Sourcing, Risk Management, Procurement, Supply Chain, Vendor Management, Outsourcing, Business Process..., Operations Management, Strategy, Operational Risk..., Operational Risk, Supply Chain Management, Contract Negotiation, Program Management, Project Portfolio..., Business Process..., Relationship Management, Cross-functional Team..., Banking, P&L Management, Business Transformation, Change Management, Business Development, Business Analysis, Performance Management, Acquisition Integration, Financial Services, Governance, Strategic Sourcing, Management, Enterprise Risk..., Leadership, Supply Management, PMO, Six Sigma, Business Strategy, Portfolio Management, Operational Excellence, Business Continuity, Financial Risk, Process Improvement, Executive Management, Mergers & Acquisitions, IT Strategy, Management Consulting, CRM, Business Process
Education
University of San Francisco
BA Government, Political Science/International Politics
University of Virginia
Master's Degree, Public Policy and Public Administration
Westcon Group March 2013 - Present
Bank of America November 2010 - March 2013
Bank of America June 2006 - November 2010
Marsh & McLennan Companies 2004 - 2006
Ariba (Formerly FreeMarkets) 2001 - 2003
Tenneco 1998 - 2001
Skills
Offshoring, Global Sourcing, Risk Management, Procurement, Supply Chain, Vendor Management, Outsourcing, Business Process..., Operations Management, Strategy, Operational Risk..., Operational Risk, Supply Chain Management, Contract Negotiation, Program Management, Project Portfolio..., Business Process..., Relationship Management, Cross-functional Team..., Banking, P&L Management, Business Transformation, Change Management, Business Development, Business Analysis, Performance Management, Acquisition Integration, Financial Services, Governance, Strategic Sourcing, Management, Enterprise Risk..., Leadership, Supply Management, PMO, Six Sigma, Business Strategy, Portfolio Management, Operational Excellence, Business Continuity, Financial Risk, Process Improvement, Executive Management, Mergers & Acquisitions, IT Strategy, Management Consulting, CRM, Business Process
Education
University of San Francisco
BA Government, Political Science/International Politics
University of Virginia
Master's Degree, Public Policy and Public Administration
Landers Harris's Bank of America Experience April 1984 - November 1989
Job Senior Information Security Analyst at State Compensation Insurance Fund
Industry Computer & Network Security
Experience
Civil Air Patrol Composite Squadron 22 October 2006 - Present
State Compensation Insurance Fund November 2005 - March 2013
State Compensation Insurance Fund April 1991 - November 2005
Bank of America April 1984 - November 1989
Skills
Security, Disaster Recovery
Education
University of San Francisco 1980 — 1984
BS, Business
Civil Air Patrol Composite Squadron 22 October 2006 - Present
State Compensation Insurance Fund November 2005 - March 2013
State Compensation Insurance Fund April 1991 - November 2005
Bank of America April 1984 - November 1989
Skills
Security, Disaster Recovery
Education
University of San Francisco 1980 — 1984
BS, Business
Mara Frediani-castil's Bank of America Experience Sr. Q&CD ConsultantBank of America, Chicago, IL2005 - Present
Job Senior Vice President Quality & Productivity Engineer at Bank of America
Industry Financial Services
Experience
Bank of America Sr. Q&CD ConsultantBank of America, Chicago, IL2005 - Present
Skills
Six Sigma, Business Process..., Process Improvement, Vendor Management, Financial Risk, Risk Management, Banking, Operational Risk..., Financial Services
Education
University of San Francisco 1968 — 1973
Bank of America Sr. Q&CD ConsultantBank of America, Chicago, IL2005 - Present
Skills
Six Sigma, Business Process..., Process Improvement, Vendor Management, Financial Risk, Risk Management, Banking, Operational Risk..., Financial Services
Education
University of San Francisco 1968 — 1973
Doris washington's Bank of America Experience January 1995 - April 1997
Job Program Manager at Bally Technologies
Industry Gambling & Casinos
Experience
Bally Technologies April 2007 - Present
SAYFRE SYSTEMS 2006 - 2006
HP December 2003 - July 2005
HP Software December 2003 - September 2004
Agilent Technologies January 2001 - April 2003
Hewlett-Packard January 1998 - December 2000
International Network Services May 1997 - December 1997
Bank of America January 1995 - April 1997
Education
University of San Francisco 1998 — 2000
IMS, Information Systems Management
Bally Technologies April 2007 - Present
SAYFRE SYSTEMS 2006 - 2006
HP December 2003 - July 2005
HP Software December 2003 - September 2004
Agilent Technologies January 2001 - April 2003
Hewlett-Packard January 1998 - December 2000
International Network Services May 1997 - December 1997
Bank of America January 1995 - April 1997
Education
University of San Francisco 1998 — 2000
IMS, Information Systems Management
Larry Kuhn's Bank of America Experience 1998 - 2002
Job IT Service Delivery Manager, Fireman's Fund Insurance Company
Industry Information Technology and Services
Experience
Allianz Insurance October 2014 - Present
Fireman's Fund Insurance Co (Allianz) April 2010 - October 2010
Bank of America 1998 - 2002
Bank of America 1998 - 2002
McKesson Corporation 1992 - 1999
Skills
SDLC
Education
University of San Francisco 1978 — 1981
Human Relastions and Organizational Behavior
Allianz Insurance October 2014 - Present
Fireman's Fund Insurance Co (Allianz) April 2010 - October 2010
Bank of America 1998 - 2002
Bank of America 1998 - 2002
McKesson Corporation 1992 - 1999
Skills
SDLC
Education
University of San Francisco 1978 — 1981
Human Relastions and Organizational Behavior
Joe Safranek's Bank of America Experience 1986 - 1989
Job Realtor
Industry Real Estate
Experience
Beach City Brokers 2004 - Present
GCM International Trading 1994 - 2003
Great Notions 1992 - 1993
CA 1990 - 1991
Rubloff, Inc. 1989 - 1990
Bank of America 1986 - 1989
Education
University of San Francisco 1982 — 1986
Business Administration with Emphasis in Finance
Beach City Brokers 2004 - Present
GCM International Trading 1994 - 2003
Great Notions 1992 - 1993
CA 1990 - 1991
Rubloff, Inc. 1989 - 1990
Bank of America 1986 - 1989
Education
University of San Francisco 1982 — 1986
Business Administration with Emphasis in Finance
Casey Leppanen's Bank of America Experience June 2004 - May 2006
Job Sr. Director of Marketing and Broadcasting for LA Galaxy and StubHub Center
Industry Sports
Experience
LA Galaxy and StubHub Center May 2006 - Present
Bank of America June 2004 - May 2006
University of Redlands May 2002 - May 2004
Skills
Advertising, Broadcast, CRM, Corporate Website..., Customer Service, Event Management, Event Planning, Facebook, Leadership, Market Research, Marketing, Marketing Strategy, Media Relations, Microsoft Office, Promotions, Public Relations, Social Media, Social Media Marketing, Social Networking, Sponsorship, Sports, Sports Management, Sports Marketing, Ticket Sales
Education
University of San Francisco 2005 — 2007
MA, Sports Management
University of Redlands 2000 — 2004
BS, Business
LA Galaxy and StubHub Center May 2006 - Present
Bank of America June 2004 - May 2006
University of Redlands May 2002 - May 2004
Skills
Advertising, Broadcast, CRM, Corporate Website..., Customer Service, Event Management, Event Planning, Facebook, Leadership, Market Research, Marketing, Marketing Strategy, Media Relations, Microsoft Office, Promotions, Public Relations, Social Media, Social Media Marketing, Social Networking, Sponsorship, Sports, Sports Management, Sports Marketing, Ticket Sales
Education
University of San Francisco 2005 — 2007
MA, Sports Management
University of Redlands 2000 — 2004
BS, Business
Cynthia Weaver's Bank of America Experience 1977 - 2008
Job Corporate Strategy, PENSCO Trust Company
Industry Financial Services
Experience
PENSCO Trust Company February 2009 - Present
Bank of America 1977 - 2008
Charles Schwab 2000 - 2004
Skills
Strategic Planning, Business Strategy, Mergers, Banking, Change Management, Process Improvement, Team Building, Operations Management, Call Center, Program Management, New Business Development, Continuous Improvement, Risk Management, Mergers & Acquisitions, Strategy, Securities, Portfolio Management, Call Centers, Vendor Management, Investments, Business Analysis, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Equities, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
University of San Francisco
BS, Organizational Behavior
PENSCO Trust Company February 2009 - Present
Bank of America 1977 - 2008
Charles Schwab 2000 - 2004
Skills
Strategic Planning, Business Strategy, Mergers, Banking, Change Management, Process Improvement, Team Building, Operations Management, Call Center, Program Management, New Business Development, Continuous Improvement, Risk Management, Mergers & Acquisitions, Strategy, Securities, Portfolio Management, Call Centers, Vendor Management, Investments, Business Analysis, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Equities, Wealth Management, Asset Allocation, Alternative Investments, Fixed Income
Education
University of San Francisco
BS, Organizational Behavior
Kurt Glaubitz's Bank of America Experience 2000 - 2000
Job Global Media Relations Manager at Chevron
Industry Oil & Energy
Experience
Chevron Corporation July 2013 - Present
Chevron Corporation 2008 - July 2013
Chevron Corporation 2005 - 2008
Chevron Corporation 2004 - 2005
Chevron Corporation 2002 - 2004
Charles Schwab 2000 - 2002
Bank of America 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1998 - 1999
Bank of America 1994 - 1998
Skills
Media Relations, Energy, Public Relations, Strategy Development, Strategic Planning, Editing, Writing, Internal Communications, Executive Communications, Corporate Communications, Crisis Communications, Strategic Communications, Crisis Management
Education
University of California at Davis
Bachelor of Arts, Psychology
University of San Francisco
Master of Arts, Creative Writing
Chevron Corporation July 2013 - Present
Chevron Corporation 2008 - July 2013
Chevron Corporation 2005 - 2008
Chevron Corporation 2004 - 2005
Chevron Corporation 2002 - 2004
Charles Schwab 2000 - 2002
Bank of America 2000 - 2000
Bank of America 1999 - 2000
Bank of America 1998 - 1999
Bank of America 1994 - 1998
Skills
Media Relations, Energy, Public Relations, Strategy Development, Strategic Planning, Editing, Writing, Internal Communications, Executive Communications, Corporate Communications, Crisis Communications, Strategic Communications, Crisis Management
Education
University of California at Davis
Bachelor of Arts, Psychology
University of San Francisco
Master of Arts, Creative Writing
Deborah Recio's Bank of America Experience September 1992 - August 1997
Job InfoEng, Inc. Senior Project Management Consultant to Kaiser Permanente, Human Resources Division, at InfoEng, Inc.
Industry Information Technology and Services
Experience
Info/Eng Inc. October 2014 - Present
INFO/ENG Inc. September 2012 - March 2014
Lane Recio Consulting April 2009 - May 2012
INFO/ENG Inc. September 1997 - December 2008
Bank of America September 1992 - August 1997
Skills
Change Management, Process Improvement, Project Management, MS Project, Requirements Analysis, Cross-functional Team..., Project Planning, Software Project..., Microsoft Excel, Microsoft Word, Team Building, Team Leadership, Budget Process, Microsoft Office, Team-oriented, Test Management, Team Facilitation, Brainstorm Facilitation, Management, Human Resources, Training, Vendor Management, Strategy, Analysis, Business Analysis, Program Management, Leadership
Education
University of San Francisco 1990 — 1991
Bachelors, Organizational Behavior
University of San Francisco
BS in Organizational Behavior
Info/Eng Inc. October 2014 - Present
INFO/ENG Inc. September 2012 - March 2014
Lane Recio Consulting April 2009 - May 2012
INFO/ENG Inc. September 1997 - December 2008
Bank of America September 1992 - August 1997
Skills
Change Management, Process Improvement, Project Management, MS Project, Requirements Analysis, Cross-functional Team..., Project Planning, Software Project..., Microsoft Excel, Microsoft Word, Team Building, Team Leadership, Budget Process, Microsoft Office, Team-oriented, Test Management, Team Facilitation, Brainstorm Facilitation, Management, Human Resources, Training, Vendor Management, Strategy, Analysis, Business Analysis, Program Management, Leadership
Education
University of San Francisco 1990 — 1991
Bachelors, Organizational Behavior
University of San Francisco
BS in Organizational Behavior
Ivette Vasquez's Bank of America Experience 1999 - 2007
Job Vice President, Treasury Relationship Manager at MUFG Union Bank
Industry Banking
Experience
MUFG Union Bank September 2011 - Present
SunGard AvantGard August 2010 - September 2011
Wachovia Bank 2007 - 2009
Bank of America 1999 - 2007
Bank of America 1979 - 1999
Skills
ERP, Treasury Management, Banking, Working Capital..., Risk Management, Client Relationship..., Customer Service, Management, Project Management, Treasury, Cash Management, Outsourcing, Treasury Services, Manage Client..., Commercial Banking, Payments, Financial Risk, Relationship Management
Education
University of San Francisco
BS
MUFG Union Bank September 2011 - Present
SunGard AvantGard August 2010 - September 2011
Wachovia Bank 2007 - 2009
Bank of America 1999 - 2007
Bank of America 1979 - 1999
Skills
ERP, Treasury Management, Banking, Working Capital..., Risk Management, Client Relationship..., Customer Service, Management, Project Management, Treasury, Cash Management, Outsourcing, Treasury Services, Manage Client..., Commercial Banking, Payments, Financial Risk, Relationship Management
Education
University of San Francisco
BS
Jill Gonzalez's Bank of America Experience August 1993 - October 1995
Job Experienced Payments Executive
Industry Banking
Experience
Bank of the West April 2006 - Present
MasterCard October 1995 - April 2006
Bank of America August 1993 - October 1995
First Interstate Bank 1985 - 1991
Security Pacific Bank January 1975 - 1985
Skills
Leadership, Strategy, Payments, Risk Management, Vendor Management, Retail Banking, Credit Cards, Debit Cards, Program Management, Relationship Management, Banking, Financial Services, Portfolio Management, Credit, Sales, Project Planning, Cross-functional Team..., Credit Risk, Mergers & Acquisitions, Management, Operations Management, Process Improvement, Change Management
Education
University of San Francisco
BS, Organizational Behavior
University of San Francisco
BS in Organizational Behaviour
Bank of the West April 2006 - Present
MasterCard October 1995 - April 2006
Bank of America August 1993 - October 1995
First Interstate Bank 1985 - 1991
Security Pacific Bank January 1975 - 1985
Skills
Leadership, Strategy, Payments, Risk Management, Vendor Management, Retail Banking, Credit Cards, Debit Cards, Program Management, Relationship Management, Banking, Financial Services, Portfolio Management, Credit, Sales, Project Planning, Cross-functional Team..., Credit Risk, Mergers & Acquisitions, Management, Operations Management, Process Improvement, Change Management
Education
University of San Francisco
BS, Organizational Behavior
University of San Francisco
BS in Organizational Behaviour
Steve Fazzare's Bank of America Experience 1993 - 2003
Job VoIP Engineer / Technical Project Manager
Industry Telecommunications
Experience
Insight Global February 2014 - Present
HP Enterprise Services February 2011 - January 2014
Black Box Network Services 2010 - August 2011
Insight 2009 - 2010
Red River Technology Group 2007 - 2009
Bank of America 1993 - 2003
Skills
VoIP, Telecommunications, Integration, Telephony, Cisco Technologies, Network Architecture, Cisco Call Manager, Cabling, Vendor Management, Requirements Analysis, Switches, Managed Services, IT Management, Business Analysis, Process Improvement, Visio, MS Project, Network Design, WAN
Education
University of San Francisco
BS, Info Systems Mgmt
Insight Global February 2014 - Present
HP Enterprise Services February 2011 - January 2014
Black Box Network Services 2010 - August 2011
Insight 2009 - 2010
Red River Technology Group 2007 - 2009
Bank of America 1993 - 2003
Skills
VoIP, Telecommunications, Integration, Telephony, Cisco Technologies, Network Architecture, Cisco Call Manager, Cabling, Vendor Management, Requirements Analysis, Switches, Managed Services, IT Management, Business Analysis, Process Improvement, Visio, MS Project, Network Design, WAN
Education
University of San Francisco
BS, Info Systems Mgmt
Stephen Weilert's Bank of America Experience August 1993 - Present
Job retired from Bank of America
Industry Banking
Experience
Bank of America August 1993 - Present
Marine mdland Bank June 1989 - March 1993
Skills
Nonprofits, Team Building
Education
University of San Francisco
BS Organisational Behavior, Human Resourses and Business
Bank of America August 1993 - Present
Marine mdland Bank June 1989 - March 1993
Skills
Nonprofits, Team Building
Education
University of San Francisco
BS Organisational Behavior, Human Resourses and Business
Adrian Burczewski-Haro's Bank of America Experience April 2014 - March 2015
Job Operations Specialist at Alpha Capital Management
Industry Investment Management
Experience
Alpha Capital Management April 2015 - Present
Bank of America April 2014 - March 2015
Bank of America October 2011 - April 2014
Bank of America January 2011 - October 2011
Bank of America January 2009 - January 2011
Skills
Retail Banking, Banking, Cross Selling, Commercial Banking, Loans, Credit, Consumer Lending, Small Business Lending, Cash Management, Mortgage Banking, Credit Analysis, Lines Of Credit, Commercial Lending, Mortgage Lending, Credit Risk, Loan Origination, Management, Sales, Finance, Relationship Management, Credit Cards, Financial Analysis
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Alpha Capital Management April 2015 - Present
Bank of America April 2014 - March 2015
Bank of America October 2011 - April 2014
Bank of America January 2011 - October 2011
Bank of America January 2009 - January 2011
Skills
Retail Banking, Banking, Cross Selling, Commercial Banking, Loans, Credit, Consumer Lending, Small Business Lending, Cash Management, Mortgage Banking, Credit Analysis, Lines Of Credit, Commercial Lending, Mortgage Lending, Credit Risk, Loan Origination, Management, Sales, Finance, Relationship Management, Credit Cards, Financial Analysis
Education
University of San Francisco
Bachelor of Arts (B.A.), Economics
Fernando Vallejos's Bank of America Experience 1989 - 2012
Job Information Intelligence Group, Customer OnBoarding Americas at EMC²
Industry Information Technology and Services
Experience
EMC² January 2013 - Present
Bank of America 1989 - 2012
Skills
Business Analysis, Product Management, Information Technology, Technical Demonstrations, Product Consulting, Cloud Computing, Enterprise Software, Requirements Analysis, Business Intelligence, SDLC, CRM, Vendor Management, Project Portfolio..., Strategy, SaaS, Software Project...
Education
University of San Francisco
Bachelor of Science (BS), Information Systems
EMC² January 2013 - Present
Bank of America 1989 - 2012
Skills
Business Analysis, Product Management, Information Technology, Technical Demonstrations, Product Consulting, Cloud Computing, Enterprise Software, Requirements Analysis, Business Intelligence, SDLC, CRM, Vendor Management, Project Portfolio..., Strategy, SaaS, Software Project...
Education
University of San Francisco
Bachelor of Science (BS), Information Systems
John M. Becket's Bank of America Experience 1995 - 2001
Job Credit Executive for Multifamily Lending at JP Morgan Chase
Industry Banking
Experience
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
Umpqua Bank January 2015 - Present
JP Morgan Chase January 2005 - November 2014
Union Bank 2003 - 2005
Bank of America 1995 - 2001
Wells Fargo 1993 - 1995
Citi 1988 - 1993
Wells Fargo 1986 - 1988
Skills
Commercial Mortgages, Construction Loans, Underwriting, Loans, Credit, Portfolio Management, Financial Analysis, Credit Analysis, Credit Risk, Loan Origination, Due Diligence, Banking, Financial Risk, Risk Management, Loan Servicing
Education
University of San Francisco 1989 — 1991
BS - Business/Org Behavior
City College of San Francisco 1980 — 1983
Associate's Degree with Highest Honors, Business Administration and Management, General
Rocio Delgado's Bank of America Experience August 2006 - January 2013
Job Employee Development Specialist at San Francisco Federal Credit Union
Industry Banking
Experience
San Francisco Federal Credit Union December 2013 - Present
City and County of San Francisco January 2013 - December 2013
Bank of America August 2006 - January 2013
Skills
Banking, Training, PowerPoint, Employee Training, Loans, Credit, Customer Service, Training Delivery, Management, Mortgage Lending, Retail Banking, Risk Management, Consumer Lending, Coaching, Leadership, Call Centers, Sales, Team Building
Education
University of San Francisco
BA, Marketing and Business Administration
San Francisco Federal Credit Union December 2013 - Present
City and County of San Francisco January 2013 - December 2013
Bank of America August 2006 - January 2013
Skills
Banking, Training, PowerPoint, Employee Training, Loans, Credit, Customer Service, Training Delivery, Management, Mortgage Lending, Retail Banking, Risk Management, Consumer Lending, Coaching, Leadership, Call Centers, Sales, Team Building
Education
University of San Francisco
BA, Marketing and Business Administration
Sabina Hathaway's Bank of America Experience August 1976 - April 2004
Job Financial Services Professional
Industry Financial Services
Experience
Bank of America August 1976 - April 2004
Education
University of San Francisco
Mathematics, History, Education
Bank of America August 1976 - April 2004
Education
University of San Francisco
Mathematics, History, Education
Araceli Z Hernandez's Bank of America Experience September 2007 - Present
Job
Industry Banking
Experience
Bank of America September 2007 - Present
Bank of America April 1989 - October 2005
Bank of America July 1997 - December 2000
Skills
Derivatives, Risk Management, Loans, Banking, Capital Markets, Financial Analysis, Credit, Financial Risk, FX Options, Cash Management, Customer Service, Fixed Income, Analysis, Back Office, Portfolio Management
Education
University of San Francisco 1997 — 1999
Bachelors of Science, Organizational Behavior
Bank of America September 2007 - Present
Bank of America April 1989 - October 2005
Bank of America July 1997 - December 2000
Skills
Derivatives, Risk Management, Loans, Banking, Capital Markets, Financial Analysis, Credit, Financial Risk, FX Options, Cash Management, Customer Service, Fixed Income, Analysis, Back Office, Portfolio Management
Education
University of San Francisco 1997 — 1999
Bachelors of Science, Organizational Behavior
Julie Granja's Bank of America Experience January 2000 - December 2003
Job Student at University of San Francisco
Industry Financial Services
Experience
Bank of America January 2000 - December 2003
Skills
Banking, Financial Analysis, Financial Modeling, Portfolio Management, Project Management, Finance, Team Building
Education
University of San Francisco 2009 — 2011
Bachelor of Science, Business Economics
Bank of America January 2000 - December 2003
Skills
Banking, Financial Analysis, Financial Modeling, Portfolio Management, Project Management, Finance, Team Building
Education
University of San Francisco 2009 — 2011
Bachelor of Science, Business Economics
Michelle Gasacao's Bank of America Experience December 2007 - September 2008
Job Executive Office Professional
Industry Education Management
Experience
WyoTech March 2009 - Present
Bank of America December 2007 - September 2008
Washington Mutual Bank May 2004 - December 2007
Washington Mutual Bank March 2003 - May 2004
Education
University of San Francisco 1998 — 2002
Bachelor of Science, Business Administration
James Logan High School 1994 — 1998
WyoTech March 2009 - Present
Bank of America December 2007 - September 2008
Washington Mutual Bank May 2004 - December 2007
Washington Mutual Bank March 2003 - May 2004
Education
University of San Francisco 1998 — 2002
Bachelor of Science, Business Administration
James Logan High School 1994 — 1998
Jennifer (Igou/Shriver) Kelly's Bank of America Experience 2005 - 2009
Job Builder Account Manager at Summit Funding
Industry Banking
Experience
Summit Funding, Inc. August 2014 - September 2015
imortgage January 2011 - August 2014
Bank of America 2005 - 2009
Wells Fargo Financial 2003 - 2005
Deutsche Bank 2002 - 2003
Goldman Sachs Asset Management 1999 - 2002
Skills
Credit, Banking, Credit Analysis, Loans, Mortgage Lending, Investment Properties, Mortgage Banking, Sales, Jumbo Mortgage, FHA financing, VA Financing, USDA Rural Housing, Down Payment Assistance, Financial Analysis, Financial Modeling, Credit Risk, Investments, New Construction Lending, FHA, New Home Sales, Refinance, USDA, VA loans, VA Loans, FHA Financing, Real Estate, First Time Home Buyers, Residential Homes, Real Estate Transactions, Loan Origination, Management, REO, Single Family Homes
Education
University of San Francisco 1994 — 1998
BS Finance, Economics
Summit Funding, Inc. August 2014 - September 2015
imortgage January 2011 - August 2014
Bank of America 2005 - 2009
Wells Fargo Financial 2003 - 2005
Deutsche Bank 2002 - 2003
Goldman Sachs Asset Management 1999 - 2002
Skills
Credit, Banking, Credit Analysis, Loans, Mortgage Lending, Investment Properties, Mortgage Banking, Sales, Jumbo Mortgage, FHA financing, VA Financing, USDA Rural Housing, Down Payment Assistance, Financial Analysis, Financial Modeling, Credit Risk, Investments, New Construction Lending, FHA, New Home Sales, Refinance, USDA, VA loans, VA Loans, FHA Financing, Real Estate, First Time Home Buyers, Residential Homes, Real Estate Transactions, Loan Origination, Management, REO, Single Family Homes
Education
University of San Francisco 1994 — 1998
BS Finance, Economics
James Keesey's Bank of America Experience January 1976 - September 2002
Job Senior Vice President and Manager at Union Bank
Industry Banking
Experience
Union Bank September 2002 - Present
Bank of America January 1976 - September 2002
Skills
Commercial Banking, Banking, Trade Finance, Commercial Lending, Credit Analysis, Asset Based Lending, Loans, Small Business Lending, Credit, Cash Management
Education
University of San Francisco
Union Bank September 2002 - Present
Bank of America January 1976 - September 2002
Skills
Commercial Banking, Banking, Trade Finance, Commercial Lending, Credit Analysis, Asset Based Lending, Loans, Small Business Lending, Credit, Cash Management
Education
University of San Francisco
Dwight Pack's Bank of America Experience June 2012 - Present
Job SVP Group Operations Manager at Bank of America
Industry Banking
Experience
Bank of America June 2012 - Present
Bank of America May 2011 - March 2012
Bank of America November 2005 - April 2011
Wells Fargo Home Mortgage November 2003 - November 2005
Dell Financial Services August 2000 - November 2003
Citibank NA March 1999 - April 2000
First City Texas 1984 - 1989
Skills
Mortgage Lending, Leadership, Call Centers, Operations Management, Banking, Loans, Retail Banking, Mortgage Banking, Financial Services, Credit, Business Process..., Finance, Training, Strategic Planning, Performance Management, Risk Management, Management
Education
University of San Francisco
Bachelor's degree, Information Systems Management
Bank of America June 2012 - Present
Bank of America May 2011 - March 2012
Bank of America November 2005 - April 2011
Wells Fargo Home Mortgage November 2003 - November 2005
Dell Financial Services August 2000 - November 2003
Citibank NA March 1999 - April 2000
First City Texas 1984 - 1989
Skills
Mortgage Lending, Leadership, Call Centers, Operations Management, Banking, Loans, Retail Banking, Mortgage Banking, Financial Services, Credit, Business Process..., Finance, Training, Strategic Planning, Performance Management, Risk Management, Management
Education
University of San Francisco
Bachelor's degree, Information Systems Management
Helen Catubig's Bank of America Experience July 1974 - May 1977
Job Retired Educator at SFUnified School District
Industry Education Management
Experience
Bank of America July 1974 - May 1977
Skills
Microsoft Excel, Customer Service, English, Research, Outlook, Photoshop, HTML, Strategic Planning, Negotiation, Editing, C++, C, Java
Education
University of San Francisco/MA1979 1977 — 1979
Education/Bilingual/Crosscultural Studies
University of San Francisco 1966 — 1969
Bachelor of Arts (B.A.), Psychology1969
Bank of America July 1974 - May 1977
Skills
Microsoft Excel, Customer Service, English, Research, Outlook, Photoshop, HTML, Strategic Planning, Negotiation, Editing, C++, C, Java
Education
University of San Francisco/MA1979 1977 — 1979
Education/Bilingual/Crosscultural Studies
University of San Francisco 1966 — 1969
Bachelor of Arts (B.A.), Psychology1969
D. Chris Weathers's Bank of America Experience December 2012 - March 2014
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Marketing and Advertising
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
Bank of America December 2012 - March 2014
Precept Marketing 2002 - 2012
BJU Press March 2000 - June 2002
Education
University of the Pacific 1988 — 1990
Master of Education (M.Ed.), Education
University of San Francisco 1986 — 1988
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
JPMorgan Chase Bank, N.A. March 2014 - Present
Bank of America December 2012 - March 2014
Precept Marketing 2002 - 2012
BJU Press March 2000 - June 2002
Education
University of the Pacific 1988 — 1990
Master of Education (M.Ed.), Education
University of San Francisco 1986 — 1988
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Bettie Killgore's Bank of America Experience 1986 - 1993
Job Banking Professional
Industry Banking
Experience
Bank of America 1986 - 1993
Education
Southwestern Graduate School of Banking at Southern Methodist, Dallas, TX
Graduate, Banking and Finance
University of San Francisco
BSBA, Business Administration and Management, General, Summa Cum Laude
Bank of America 1986 - 1993
Education
Southwestern Graduate School of Banking at Southern Methodist, Dallas, TX
Graduate, Banking and Finance
University of San Francisco
BSBA, Business Administration and Management, General, Summa Cum Laude
Frank Zaccaro's Bank of America Experience February 1997 - April 2009
Job Private Banker, VP, Union Bank
Industry Banking
Experience
Union Bank December 2009 - Present
Bank of America February 1997 - April 2009
Bank of America December 1993 - January 1997
Bank of America January 1986 - January 1993
Bank of America January 1979 - December 1985
Skills
Canon Wealth Strategist..., Fluent; Italian, French, Finance, Banking, Credit, Commercial Banking, Loans, Commercial Lending, Retail Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Small Business Lending, Investments, Series 63
Education
University of San Francisco
Bachelor's Degree, Political Science
Union Bank December 2009 - Present
Bank of America February 1997 - April 2009
Bank of America December 1993 - January 1997
Bank of America January 1986 - January 1993
Bank of America January 1979 - December 1985
Skills
Canon Wealth Strategist..., Fluent; Italian, French, Finance, Banking, Credit, Commercial Banking, Loans, Commercial Lending, Retail Banking, Credit Analysis, Portfolio Management, Mortgage Lending, Consumer Lending, Small Business Lending, Investments, Series 63
Education
University of San Francisco
Bachelor's Degree, Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS