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
Metropolitan Home Mortgage September 2014 - Present
Wintrust Mortgage (formerly Surety Financial) September 2012 - September 2014
Bank of America April 2009 - March 2012
Countrywide Financial Corporation January 2004 - April 2009
Washington Mutual October 2002 - January 2004
Skills
Mortgage, Loans, Public Speaking, Pricing, Access, Customer Relations, Customer Service, Banking, Web Design, SharePoint, Visual Studio, Visual Basic, Photoshop, GoLive, MS Project, Lotus Notes, Outlook, Excel, SnagIt, LiveMeeting, Working Virtually, Instructional Design, HTML scripting, Graphic Design, Technical Writing, Demand Forecasting, Live Meeting, Microsoft Excel, Mortgage Lending, Performance Consulting, Project Management, Leadership, Management, Sales, Training, Analysis, CRM, Strategic Planning, Mortgage Banking, Process Improvement, Consulting, Building Strong..., Social Media Marketing, Social Media
Education
Boston College
BA, English, Environmental Science, Cum Laude
Marymount High School
Pierce College
Italian Language and Literature
UCLA
Business Administration, Management and Operations
Write Transformation January 2007 - Present
Bank of America September 2000 - September 2004
Strata Bank July 1998 - July 2000
Sakura Bank September 1996 - August 1997
Finance Authority of Maine January 1994 - June 1996
ABN AMRO Bank N.V. June 1987 - December 1993
Skills
Public Speaking, Newsletters, Advertising, Press Releases, Copywriting, Non-profits, Graphic Design, Magazines, Nonprofits, Research, Creative Writing, Marketing, Editing, Email Marketing, Online Marketing, Social Media Marketing, Management, Strategic Planning, Marketing Strategy, Social Media, Blogging, Social Networking, Writing, Storytelling, Marketing Communications
Education
Big Shift
Boston College 1985 — 1987
Master of Science, Finance
Boston College 1981 — 1985
Bachelor of Arts, Economics
Marketing Protégé Course 2005 — 2005
Diebold May 2014 - Present
WELLINGTON PAYMENTS CONSULTING July 2013 - May 2014
Bank of America 2011 - 2013
Bank of America 2008 - 2010
Bank of America July 2008 - December 2008
Bank of America 2006 - 2007
Bank of America 2004 - 2005
Ford Motor Company - (Marketing Practicum MBA Class Project) January 2004 - April 2004
Creative Presence Partners (Consulting to The Coca-Cola Company) May 2003 - August 2003
Sapient 2000 - 2002
Skills
Strategy, Product Management, Retail Banking, Credit Cards, Debit Cards, Payments, Mobile Payments, Payment Systems, Electronic Payments, Payment Industry, Payment Cards, Payment Services, Payment Card Processing, Banking, Analytics, CRM
Education
Duke's Fuqua School of Business 2002 — 2004
MBA
Boston College 1995 — 1999
BS, Marketing/Information Systems
Pembroke Hill High School 1992 — 1995
Lending Club September 2014 - Present
Salus Capital Partners October 2013 - May 2014
Bank of America May 2013 - August 2013
Charles Schwab January 2012 - August 2012
Lord, Abbett & Co. LLC October 2007 - January 2012
State Street December 2006 - October 2007
State Street June 2006 - December 2006
Education
Boston College 2012 — 2014
Master of Business Administration (M.B.A.)
Boston University 2002 — 2006
Bachelor of Arts
Bank of America 1986 - Present
Skills
Banking, Relationship Management, Credit Risk, Loans, Finance, Management, Treasury Management
Education
Boston College 1982 — 1986
Bachelor of Arts (B.A.), Economics
Merrill Lynch January 2012 - Present
Bank of America January 2007 - January 2012
Bank of America June 2005 - January 2007
Collection Company of America July 2004 - May 2005
Skills
Financial Analysis, Investments, Portfolio Management, Risk Management, Strategic Planning, Business Analysis, Operations Management, Relationship Management, Banking, Business Development, Business Intelligence, Equities, Finance, Financial Modeling, Financial Services, Fixed Income, Securities, Strategic Financial..., Wealth Management
Education
Boston College 2000 — 2004
Bachelor of Arts (BA), Political Science and Communications
Boston College
Sharon High School
Bridge Refugee Services, Inc. July 2014 - Present
Bridge Refugee Services, Inc. May 2013 - June 2014
Jesuit Refugee Service - Australia January 2012 - August 2012
Boston College Graduate School of Social Work July 2011 - August 2011
Domestic Violence Ended (DOVE, Inc.) August 2010 - May 2011
Boston College Graduate School of Social Work December 2010 - January 2011
Bank of America 2006 - August 2010
Olive & Olive, P.A. January 2005 - July 2006
Pulley, Watson, King & Lischer, P.A. April 2004 - January 2005
Kennon, Craver, Belo, Craig & McKee, PLLC August 2000 - April 2004
Skills
Crisis Management, Crisis Intervention, Crisis Counseling, Legal Support, Advocacy, Counseling, Refugees, Asylum Law, Program Management, Group Therapy, Research, Team Leadership, International Project..., Legal Assistance, Psychotherapy, Case Management, Case Managment, Program Development, Policy, Refugee Law, Legal Writing, Legal Research, Public Speaking, Nonprofits
Education
Boston College 2010 — 2012
Masters of Social Work, Clincial Intervention/Global Practice Concentration
Duke University 2004 — 2004
Post Baccalaureate, Paralegal Studies
Howard University 1990 — 1993
Bachelor of Arts, Journalism and Political Science
Self-employed June 2007 - Present
Bank of America February 1991 - February 2007
Cullinet Software October 1977 - May 1989
Skills
Database Design, Database Administration, Software Development, Customer Service, Integration, Change Management, Project Management, Team Building, Process Improvement, Management, Microsoft Office, Business Analysis, New Business Development, Team Leadership
Education
Boston College 1965 — 1969
Bachelor of Science (BS), Mathematics and Education
Needham High School 1962 — 1965
Barclays Capital September 2014 - Present
CitiGroup September 2013 - August 2014
Depository Trust & Clearing Corporation April 2012 - July 2013
Bank of America September 2004 - April 2012
Elsevier Science June 2000 - November 2001
Visa 1998 - June 2000
Equifax 1988 - 1998
Skills
Banking, Risk Management, Financial Risk, Credit, Prime Brokerage, Project Management, Capital Markets, Swaps, Financial Services, Portfolio Management, Structured Products, Financial Modeling, Operational Risk, Enterprise Risk..., Credit Risk, Vendor Management, Operational Risk..., PMO, Program Management, Market Risk, Credit Cards, Equities, Credit Derivatives, CRM, Basel II, Fixed Income, Payments, Derivatives, Credit Analysis, FX Options, Financial Institutions, AML, Treasury Management, Securities, Relationship Management, Settlement, Investment Banking, Interest Rate..., Structured Finance, Trading Systems, Bonds, Hedge Funds, Financial Markets, Trading, Middle Office, Options, Equity Derivatives, Bloomberg, Commodity
Education
Boston College 1974 — 1978
B.A., History/Political Science
Six Sigma Green Belt Certification - Bank of America Program 2007 — 2008
Certification, Project Management
Virginia Bankers Association - School of Bank Management - UVA 2005 — 2007
Hague Academy of International Law 1977 — 1977
Certificate, Public and Private International Law
Cravath, Swaine & Moore LLP May 2014 - August 2014
CBRE May 2013 - July 2013
Bank of America July 2011 - June 2012
Bank of America June 2009 - July 2011
Bank of America June 2008 - August 2008
Goldman Sachs May 2007 - August 2007
Education
University of California, Los Angeles - School of Law
Juris Doctor (J.D.)
Boston College 2005 — 2009
BS, Business Management (Finance), Cum Laude
Sharon High School 2001 — 2005
Bank of America October 2010 - Present
Bank of America March 2008 - October 2010
HSBC May 2004 - March 2008
HSBC December 2003 - May 2004
HSBC November 2002 - December 2003
HSBC September 2002 - November 2002
HSBC September 2001 - September 2002
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Banking, Credit, Loans, Portfolio Management, Financial Analysis, Treasury Management, Underwriting, Financial Modeling, Cash Management, Mortgage Lending, Risk Management, Small Business Lending
Education
University of Rochester 2000 — 2001
BA, Economics/Finance
Boston College 1997 — 2000
Webster Five Savings Bank Vice PresidentWebster Five Savings BankApril 2013 - Present
Bank of America 2006 - 2012
Bank of America 2006 - 2012
Bank of America 1993 - 2012
Skills
Loans, Small Business Lending, Credit, Commercial Banking, Commercial Lending, Consumer Lending, Mortgage Lending, Leadership, Banking, Portfolio Management, Credit Risk, Credit Analysis
Education
Boston College 1967 — 1971
B.S., Marketing
Bank of America May 2007 - Present
Bank of America June 2004 - May 2007
Fleet Bank January 2001 - July 2004
Fleet Bank 1998 - 2001
Fleet Bank May 1994 - 1998
Accenture August 1989 - May 1994
Honeywell Information Systems May 1984 - August 1989
Skills
Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Integration
Education
Boston College 1980 — 1984
B.S., Economics
CIS3A December 2008 - Present
P3I, Incorporated August 2011 - April 2014
EMW December 2007 - November 2009
SAIC December 2000 - November 2007
Bell Atlantic April 1996 - December 2000
Fidelity Investments 1990 - 1996
Bank of America March 1983 - August 1990
Skills
Project Management, Program Management, Windows Server, DoD, Security, Data Center, Integration, Troubleshooting, PMP, Network Security, IT Management, IT Service Management, System Deployment, Requirements Analysis, SharePoint, Visio, Disaster Recovery, Systems Engineering, Databases, Microsoft Exchange, Networking, System Administration, Vendor Management, Security Clearance, Process Improvement, Software Documentation
Education
Cisco Network Academy 2014 — 2015
Cisco security and network professional certifications
Network Technology Academy 2014 — 2015
ReCertify CCNA, MCSE . New Certs in VMWare and CCNP, Network and Systems Engineeering
Boston University 1995 — 1996
Certificate, Network Engineering, 3.70/4.0
University of Massachusetts Boston 1982 — 1986
BS, Information Systems, 3.53/4.0
BC High School
Boston College
BA, Operations Management, 3.2/4.0
PNC April 2013 - November 2013
Bank of America Merrill Lynch June 2000 - April 2012
Bank of America 1996 - 2000
NationsBank 1990 - 1995
Skills
Portfolio Management, Investments, Series 7, Investment Management, Fixed Income, Asset Management, Mergers & Acquisitions, Capital Markets, Trading, Finance, Equities, Bloomberg, Credit, Strategy, Financial Services
Education
Boston College
Communications
University of Richmond
MBA, Finance
Madison NP Psychiatry, PLLC June 2008 - Present
North East Health: Samaritan September 2008 - December 2011
St Peter's Hospital September 2001 - August 2008
Bank of America August 1983 - June 1996
Skills
Mental Health, Psychotherapy, CBT, Healthcare, Therapists, Behavioral Health, Nursing, Treatment, Medicine, Psychopharmacology, Inpatient, Prevention, Crisis Intervention, Clinical Research, Clinical Supervision, Psychiatry, Psychology, Mental Health Counseling, Case Management
Education
SUNY Stony Brook 2006 — 2008
MS, Psychiatric Nurse Practitioner
Simmons School of Management 1986 — 1989
MBA, Finance
Boston College 1978 — 1981
BA, Economics, summa cum laude
Hartford Hospital
RN
Bank of America November 2013 - Present
MICROS Systems Inc June 2013 - November 2013
Boston Private Bank June 2012 - August 2012
New England Sports Network February 2012 - May 2012
Travelers December 2011 - January 2012
Travelers June 2011 - August 2011
Skills
PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Microsoft Office, Risk Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2019
Master of Business Administration (M.B.A.)
Boston College 2009 — 2013
BA, Economics and Political Science
Simsbury High School 2005 — 2009
KPMG US October 2012 - Present
ALPFA May 2009 - Present
KPMG LLP 2004 - September 2012
Bank of America 2003 - 2004
Fleet Bank 1999 - 2003
BankBoston 1994 - 1998
Skills
Certified Internal..., Internal Audit, Risk Management, Internal Controls, Enterprise Risk..., Sarbanes-Oxley, Internal Audit..., SOX 404, Banking, Insurance Risk
Education
BC High
Boston College
Gibraltar Private Bank & Trust June 2013 - Present
Atlantic & Pacific Real Estate Group January 2011 - June 2013
Douglas Wilson Companies June 2009 - January 2011
Holliday Fenoglio Fowler ("HFF") March 2006 - June 2009
Bank of America February 1997 - March 2006
IBEX Institutional Advisors 1991 - 1996
United Trust Fund 1986 - 1991
I.R.E. Financial Corporation 1983 - 1986
Skills
Real Estate, Property Management, Asset Management, Condos, Receiverships, Real Estate Finance, Asset Managment, Real Estate Economics, Real Estate Financing, Leases, Brokerage, Loans, Residential Homes, Investments, Real Estate Development, Disposition, Commercial Real Estate, New Business Development, Underwriting, Commercial Mortgages, Investment Properties, Real Estate Transactions, Investors, Dispositions
Education
University of Miami - School of Business
MBA, MBA
Boston College
BS, Business
Goldman Sachs June 2015 - Present
Goldman Sachs May 2006 - June 2015
Bank of America July 2004 - May 2006
Skills
Hedge Funds, Finance, Equities, Bloomberg, Financial Modeling, Capital Markets, Investments, Fixed Income, Alternative Investments, Financial Analysis, Investment Strategies, Private Equity, Series 7, Valuation
Education
Boston College 2000 — 2004
Bachelor of Science (B.S.), Economics
Our Lady of Lourdes Academy
Bank of America June 2010 - Present
Bank of America -US Trust April 2008 - June 2010
Bank of America April 2004 - April 2008
FleetBoston Financial - Private Clients Group January 1998 - April 2004
Fleet Financial Private Clients Group January 1995 - January 1998
Federal Deposit Insurance Corporation July 1992 - January 1995
Cambridgeport Bank February 1990 - June 1992
Bank of New England July 1987 - July 1989
Skills
Credit, Risk Management, Loans, Credit Risk, Commercial Banking, Commercial Lending, Portfolio Management, Commercial Mortgages, Lines Of Credit, Private Banking, Credit Analysis, Loan Origination, Relationship Management, Asset Based Lending, Commercial Real Estate, Loss Mitigation
Education
Boston College 1981 — 1985
Bachelor of Arts (BA), Economics
Boston College 1981 — 1985
Bachelor of Arts (B.A.), Economics
St. John' s High School Shrewsbury, MA 1977 — 1981
High school honors, High honors
Hammond Residential August 2014 - Present
Century 21 October 2013 - August 2014
Bank of America July 2011 - April 2012
City of Boston September 2008 - February 2010
The Limited October 2006 - September 2008
WGBH American Experience April 2001 - July 2006
WGBH This Old House February 2000 - April 2001
French Connection UK June 1999 - January 2000
Banana Republic/GAP Inc May 1993 - June 1999
Urban Outfitters, Inc August 1990 - April 1993
Skills
Sales Management, Sales Operations, Retail Banking, Branch Banking, Performance Management, Performance Appraisal, Community Outreach, Community Service, Communication Skills, Compliance, Grant Administration, Grant Monitoring, Federal Grants..., Grant Coordination, Budget Process, Operating Budgets, Department Budgeting, Budget Reconciliation, Auditing, Internal Audit, Financial Audits, Financial Reporting, Retail, Customer Service, Operations Management, Office Administration, Television Producing, public telivision, Contact Management, Loss Prevention, Training, intern program..., Management, Delegation, Coaching, Supervising, Recruiting, Payroll, Budgets
Education
Boston College 1981 — 1985
B.S, Economics/ SociologyChestnut
State Street April 2007 - Present
Bank of America July 2005 - April 2007
Fidelity Investments September 1996 - July 2004
Skills
Financial Services, Human Resources, Personnel Management, Deferred Compensation, Management
Education
Suffolk University 2000 — 2005
M.B.A., Organizational Development
Boston College 1991 — 1995
B.A., English
Boston College 2008 - 2010
Boston College 2006 - 2008
Boston College 2000 - 2006
Bank of America 1997 - 2003
Citizens Bank 1996 - 1997
Skills
Higher Education, Event Planning, PowerPoint, Microsoft Excel, Outlook, Administrative..., Data Entry, Event Management, Administration, Fundraising, Admissions, Administrative Work, PeopleSoft, Office Administration, Office Management, Microsoft Word, Administrative...
Education
Boston College 2000 — 2002
Alternative and Complementary Medicine
Bank of America September 2015 - Present
Northwestern Mutual May 2013 - 2013
Skills
Financial Planning, Life Insurance, Microsoft Office, PowerPoint, Retirement Planning, Public Speaking
Education
Boston College 2011 — 2015
Bachelor's degree, Economics
Goldman Sachs December 2013 - Present
Bank of America February 2013 - August 2013
Columbia University Medical Center March 2011 - May 2013
Mercy College September 2010 - January 2011
Boston College Information Technology Services August 2009 - May 2010
Collegiate Entrepreneurs Painting June 2009 - August 2009
Education
Columbia University Teachers College 2011 — 2013
Organizational Psychology
Boston College 2006 — 2010
BA
Jefferson Wells June 2010 - August 2010
Bank of America April 2003 - December 2004
Skills
Credit, Risk Management, Portfolio Management, Loans, Commercial Lending, Capital Markets
Education
Boston College 1978 — 1982
BA, English
Bank of America June 2011 - Present
State Bank of Long Island July 2008 - June 2011
Citibank April 1986 - April 2008
Citibank April 1986 - April 2008
Skills
Banking, Cash Management, Commercial Banking, Business Development, Credit, Credit Analysis, Financial Advisory, Credit Cards, Financial Analysis, Financial Services, Leadership, Loans, Management, Marketing, Mortgage Lending, Portfolio Management, Relationship Management, Retail Banking, Sales, Small Business, Small Business Lending, Product Development
Education
Boston College
BS, Marketing
Securities
Series 7
Davis Polk & Wardwell LLP July 2014 - Present
Goldman Sachs November 2010 - June 2014
Bank of America July 2010 - November 2010
Latham & Watkins September 2002 - July 2010
Education
University of Pennsylvania Law School 1999 — 2002
Doctor of Law (J.D.)
Boston College 1995 — 1999
Bachelor of Arts (B.A.)
Maxim Integrated February 2015 - Present
Maxim Integrated July 2014 - January 2015
Aeronavics Ltd November 2013 - February 2014
Sears Holdings Corporation June 2013 - August 2013
U.S. Trust, Bank of America Private Wealth Management February 2010 - June 2012
Bank of America October 2009 - February 2010
Bank of America Merrill Lynch October 2008 - February 2010
Bank of America June 2006 - September 2008
Skills
Finance, Banking, Management, Mergers & Acquisitions, Financial Modeling, Business Strategy, Financial Analysis, Corporate Finance, Strategy, Mergers, Strategic Planning, Project Management, Valuation, Data Analysis, Leadership, Credit, Investment Management, Investments, Portfolio Management, Equities, Financial Accounting, Analytics, Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
Boston College 2002 — 2006
Bachelor's Degree, Finance & Philosophy, summa cum laude, GPA: 3.86/4.00
Citizens Financial Group, Inc. October 2014 - Present
Bank of America September 2013 - September 2014
Bank of America July 2011 - September 2013
Skills
Equities, Bloomberg, Financial Analysis, Valuation, Fixed Income, Investment Banking, Financial Modeling, Portfolio Management, Derivatives, Capital Markets, Financial Risk, Alternative Investments, VBA, Corporate Finance
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Bank of America April 2014 - Present
Hill Holliday November 2013 - March 2014
Avenue Brand (formerly KSV Boston) May 2007 - June 2013
Avenue Brand May 2007 - June 2013
Toth Brand Imaging December 2005 - May 2007
Arnold Worldwide August 2002 - December 2005
Skills
Brand Development, Advertising, Integrated Marketing, Digital Marketing, Strategy, Creative Direction, Direct Marketing, CRM, Marketing Strategy, Marketing, B2B, Cross-functional Team..., Business Development, Marketing Communications, Online Marketing
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2002
BS, Marketing & Finance
Boston College
NIKE November 2007 - Present
Barclays Capital 2002 - 2007
Bank of America 1998 - 2002
Skills
Market Analysis, Financial Analysis, FX Hedging, FX, Emerging Markets, Trading, Bloomberg
Education
Boston College 1993 — 1997
Bachelor of Arts, Political Science
Wellesley Country Club September 2013 - Present
NSA, Inc January 2007 - Present
Wellesley Schools, PTO 2005 - Present
Bank of America January 1992 - January 1998
Ernst & Young January 1987 - January 1992
Skills
Financial Reporting, Budgets
Education
Boston College 1983 — 1987
Bachelor of Science, Accounting
Emerson College
PwC December 2013 - Present
PwC July 2013 - December 2013
PwC October 2011 - June 2013
Bank of America June 2009 - September 2011
Bank of America June 2009 - August 2009
Eisai Pharmaceuticals May 2007 - July 2007
Skills
Auditing, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Data Analysis, Financial Analysis, Reporting & Analysis, Scheduling, Microsoft Office, Microsoft Excel
Education
Boston College 2005 — 2009
Bachelors of Arts, Economics, Art History (minor), General Education (minor)
Mountain Lakes High School 2001 — 2005
Bank of America February 2014 - Present
Bank of America September 2010 - January 2014
Bank of America June 2008 - August 2010
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Finance, General
Bank of America September 2013 - Present
Bank of America Merrill Lynch June 2011 - September 2013
The Mint Museum December 2007 - May 2011
Office of Masschusetts State Senator Pam Resor May 2004 - May 2006
Skills
Nonprofits, Fundraising, Public Relations, Social Media, Management, Budgets, Recruiting, Community Outreach, Leadership, Event Management, Event Planning, Strategic Planning, Marketing, Museums, Program Management, Public Speaking, Business Development, Training, Volunteer Management, Strategic Communications, Sponsorship, Analysis, Program Development, Policy, Marketing Communications
Education
Boston College 2002 — 2004
MSW, Policy Planning Adminstration
University of Kentucky 1995 — 2000
BSW, Social Work
General Mills July 2014 - Present
General Mills January 2015 - March 2015
General Mills August 2013 - July 2014
General Mills August 2012 - August 2013
Tuck School of Business at Dartmouth College August 2010 - August 2012
PepsiCo June 2011 - August 2011
Bank of America December 2006 - June 2010
Boston Cares June 2009 - May 2010
Bank of America June 2006 - December 2006
Feinstein Kean Healthcare June 2005 - December 2005
Skills
Cross-functional Team..., Financial Modeling, Product Management, Leadership, Marketing Communications, Social Media, Financial Analysis, Marketing, Strategy, Business Strategy, Competitive Analysis, Analysis, Marketing Strategy, Strategic Planning, Data Analysis, Project Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA, Marketing/Marketing Management, General
Boston College 2002 — 2006
BA, Economics, French
TD Bank January 2011 - Present
TD Bank April 2006 - December 2010
The Radian Group August 2004 - February 2005
Bank of America October 2003 - August 2004
Citi 1999 - 2003
Citi October 1999 - October 2000
Skills
Risk Management, Relationship Management, Fraud, Financial Services, Business Analysis, Commercial Banking, Vendor Management, Banking, Financial Analysis, Analytics, Credit, Process Improvement, Strategy, Management, Financial Risk, Lean Six Sigma
Education
Saint Joseph's University 2005 — 2008
MBA, Finance
Boston College 1995 — 1999
Bachelor of Science, Business
Malvern Preparatory School 1992 — 1995
United Bank January 2014 - Present
Guaranteed Rate 2011 - December 2013
Bank of America October 2004 - February 2012
Summit Mortgage LLC December 2001 - September 2004
Century Bank 2000 - 2002
Barnett Bank 1996 - 1999
Boston Five Cents Savings Bank 1983 - 1994
Skills
Loans, FHA, Refinance, VA loans, Mortgage Banking, FHA financing, Loan Origination, Residential Mortgages, USDA, Credit, Certified Mortgage..., Commercial Banking, Reverse Mortgages, Mortgage Marketing, Banking, Underwriting, Mortgage Lending
Education
Boston College
Economics
Bank of America November 2013 - Present
Bank of America 2010 - October 2013
S&P Capital IQ 2006 - 2009
CBOE May 2005 - August 2005
Skills
Sales Management, Sales Support, Project Coordination, Project Planning, Project Implementation, Project Execution, Marketing Strategy, Business Strategy, Contract Negotiations, Strategy, Customer Experience, Customer Engagement, Customer Retention, Long-term Customer..., Relationship Management, Manage Client..., Client Development, Account Management, Investment Banking, Finance, Hedge Funds, Customer Acquisition, Customer Insight, Operations Management, Project Management, Consulting, Analysis, Sales, CRM, Financial Analysis, Management, Competitive Analysis
Education
Duke University - Fuqua School of Business 2009 — 2011
Master of Business Administration (MBA), Strategy and Marketing
Boston College
Bachelor of Science (BS) - Carroll School of Management, Finance and Marketing
Wells Fargo July 2013 - Present
Wells Fargo March 2012 - July 2013
Wells Fargo November 2010 - March 2012
Bank of America 2007 - 2010
Enterprise Rent-A-Car 2004 - 2007
Skills
Commercial Banking, Banking, Consumer Lending, Cross Selling, Customer Service, Retail Banking, Strategy, Management, Relationship Management, Leadership, Portfolio Management, Sales
Education
Boston College 2000 — 2004
Bachelor of Arts (B.A.), Philosophy and Psychology
Bank of America 2009 - Present
Coach Inc 2007 - 2009
Pfizer Inc 1994 - 2007
Rath & Strong (Aon Consulting) 1986 - 1994
Skills
Process Improvement, Leadership, Workshop Facilitation, Business Process..., Team Building, Culture Change, Management, Strategy, Performance Management, Coaching, HRIS, Strategic Planning, Onboarding, Executive Development, Organizational Design, Organizational..., Talent Management, Change Management, Succession Planning, Human Resources, Personnel Management, Organizational..., Employee Engagement, Deferred Compensation, Leadership Development, Workforce Planning, Sales, Training, HR Transformation, Consulting, 360 Feedback, Executive Coaching, Talent Acquisition, Professional Services, Management Consulting, HR Consulting, Cross-functional Team..., Employee Relations, Career Development, Financial Services, Recruiting, Management Development, Employee Training, Performance Improvement, Interviews, Employer Branding, Compensation & Benefit, Employee Benefits, HR Policies, Executive Pay
Education
Boston College
BA, Economics/History
Rutgers, The State University of New Jersey-New Brunswick
EMHRL, Human Resources
University of Pennsylvania
MS, Organizational Dynamics
John Hancock Investments January 2015 - Present
John Hancock Investments July 2014 - Present
John Hancock Investments September 2011 - June 2014
John Hancock Investments March 2010 - August 2011
Sechrist Financial Services September 2009 - February 2010
Bank of America June 2008 - March 2009
Skills
Series 63, Series 7, Series 6, Financial Services, Equities, Retirement Planning, Investment Strategies, Asset Allocation, Portfolio Management, Mutual Funds, Investments, Bloomberg, Alternative Investments, Investment Management
Education
Boston College 2004 — 2008
B.S., Finance
TIAA-CREF March 2015 - Present
TIAA-CREF January 2014 - March 2015
TIAA-CREF March 2010 - December 2013
TIAA-CREF March 2009 - March 2010
Bank of America August 2007 - February 2009
Bank of America June 2006 - August 2007
Bank of America April 2004 - June 2006
Fleet Bank July 2002 - April 2004
Fleet Bank January 2001 - July 2002
FullArmor Corporation September 1999 - December 2000
Education
Boston College
B.A., Communications
Merrill Lynch January 2010 - Present
BB&T 2013 - October 2014
Morgan Stanley September 2012 - July 2013
Bank of America June 2007 - January 2010
Education
Boston College 1991 — 1995
BA, Communications
Gonzaga
Team Beachbody 2013 - Present
NY Statewide Financial System August 2008 - Present
(1) NYS Stateweide Financial System; (2) Empire State College; (3) Independent BeachBody Coach August 2008 - Present
Empire State College 2008 - Present
Trans World Entertainment October 2005 - February 2008
Bank of America February 1993 - August 2005
AIG 1987 - 1991
Skills
SDLC, Program Management, Business Analysis, Release Management, PMO, PMP, Project Management, Change Management, Process Improvement, Project Planning, Vendor Management, Visio, Project Portfolio..., Software Project..., Cross-functional Team..., Team Leadership, Software Documentation, Requirements Management, Requirements Gathering, Requirements Analysis, Testing, Business Requirements, Leadership, Team Building, Business Process, Training, Management, Business Process..., Risk Management, Disaster Recovery, Analysis
Education
Boston College 1974 — 1975
Master of Education (M.Ed.), Religious Education
Northeastern University 1970 — 1974
Bachelor of Science (BS), Applied Mathematics
Accenture August 2008 - Present
The Siegfried Group July 2007 - May 2008
Bank of America September 2006 - July 2007
Mezz Cap July 2003 - August 2005
Skills
Management Consulting, Valuation, Financial Modeling, Competitive Analysis, Analytics, Business Strategy
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2008
MBA, Finance
Boston College 2002 — 2006
Bachelor of Science (BS), Communications
Ridge High School 1998 — 2002
Carl Marks Advisors May 2015 - Present
HSBC July 2013 - May 2015
UBS July 2012 - August 2012
Bank of America June 2011 - August 2011
European Parliament May 2011 - June 2011
Celebrate St. Louis May 2010 - July 2010
Bellerieve Country Club January 2006 - January 2009
Skills
Finance, Economics, Financial Analysis, Microsoft Excel, Portfolio Management, Research, Financial Modeling, Credit Analysis
Education
Boston College 2009 — 2013
B.A, Economics, Graduated
Università Commerciale Luigi Bocconi 2012 — 2012
Economics/ Finance, Junior Year
Mary Institute and St. Louis Country Day School 2006 — 2009
High School
Fannie Mae June 2014 - Present
Bank of America December 2010 - December 2013
Bank of America / Countrywide Financial July 2005 - March 2009
DLC July 2004 - July 2005
AIG SunAmerica Retirement Markets August 2003 - July 2004
Pacific Life February 2000 - August 2003
Skills
Loan Portfolio Analysis, Mortgage Banking, Data Mining, SEC Financial Reporting, Project Management, Financial Modeling, SQL, Excel Certified Expert..., Mutual Funds, Variable Annuities, Data Analysis, Loan Modifications, Financial Accounting
Education
Boston College
Master of Science (MS), Finance
Purdue University
Bank of America November 2011 - Present
Goldman Sachs June 2006 - September 2011
Goldman Sachs July 2004 - June 2006
Skills
Capital Markets, Investor Relations, Fixed Income, Investment Banking, Equities, Derivatives, Financial Modeling, Portfolio Management, Valuation, Bloomberg, Hedge Funds, Banking, Corporate Finance, Credit Analysis, Investments, Credit, Financial Analysis, Series 7, Credit Risk, Asset Management
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master of Business Administration (MBA), Finance, General
Boston College 2000 — 2004
Bachelor of Arts (B.A.), History and Economics
St. John's Preparatory School January 2014 - Present
Bank of America July 2005 - September 2009
Ropes & Gray LLP June 2004 - July 2005
Boston Private Bank November 2001 - June 2004
Skills
Data Analysis, Data Mining, Internal Controls, Policies & Procedures, Risk Management, Management, AML, Leadership, Project Management, Crystal Reports
Education
Suffolk University 2007 — 2010
Master of Science
Boston College
BA
State Street February 2010 - Present
Bank of America December 2005 - February 2010
WilmerHale September 2002 - December 2005
Hale and Dorr LLP May 2001 - August 2001
Education
Boston College
BA
Boston College Law School
JD
Merrill Edge August 2009 - Present
BeActiveTogether February 2013 - Present
Merrimack Valley Sandbox June 2014 - September 2014
Bank of America August 2009 - February 2010
Bank of America September 2008 - August 2009
Skills
Investments, Banking, Series 7, Strategic Financial..., Financial Services, Real Estate, Chinese, Culinary Skills, Analysis, Risk Management, Time Management, Asset Management, Financial Planning, Microsoft Office, Financial Analysis, PowerPoint, Research, Microsoft Word, Finance, Social Media, Leadership, Financial Modeling
Education
Boston College 2005 — 2009
Bachelor of Science (B.S.), Accounting
Brockton High School 2001 — 2005
General Studies
Bank of America November 2011 - Present
Bank of America June 2008 - May 2011
Bank of America February 2004 - June 2008
Bank of America January 2001 - November 2004
Skills
Leadership, Business Development, Public Speaking, Performance Management, Loans, Management, Commercial Banking, Banking, Credit, Strategic Planning, Retail Banking, Sales, Leadership Development, Sales Process, Financial Services, Portfolio Management, Risk Management, Training
Education
Boston College 1976 — 1980
BA, Political Science
Bank of America August 2015 - Present
Bank of America July 2014 - Present
Boston Women's Fund January 2014 - May 2014
Morgan Stanley September 2013 - May 2014
Morgan Stanley Community Affairs May 2013 - September 2013
Coney Island Prep September 2012 - May 2013
appssavvy June 2010 - August 2012
St Elizabeth's Comprehensive Addiction Program (SECAP) January 2010 - May 2010
The Campus School September 2008 - May 2010
Center for Human Rights and International Justice March 2009 - May 2009
Skills
Social Media, Salesforce.com, Account Management, Social Media Marketing, Fundraising, Strategy, Event Planning, Strategic Partnerships, Microsoft Excel, PowerPoint, Management, Spanish, Publishing, Program Management, Advertising, Teaching, Research, Consulting, Strategic Planning, Facebook
Education
Columbia University in the City of New York 2012 — 2014
Master of Social Work (MSW), Social Enterprise Administration/ CSR
Boston College 2006 — 2010
BA, Psychology
New York University
Tisch School Dance Program
Bank of America June 2015 - Present
Liberty Mutual Insurance June 2014 - August 2014
RBS Citizens Financial Group June 2013 - August 2013
EXL Service June 2012 - July 2012
Ensynch June 2011 - August 2011
Education
Boston College 2011 — 2015
Bachelor of Science in Management, Concentration in Finance, Concentration in Corporate Reporting and Analysis
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science in Management, Concentration in Finance, Concentration in Corporate Reporting and Analysis
The Hong Kong University of Science and Technology
School of Business and Management
Chaminade High School 2007 — 2011
High School Diploma
Kranz & Associates December 2010 - January 2013
RoseRyan, Inc. 2004 - December 2010
Accretive Solutions 1997 - 2004
Genentech 1994 - 1997
Bank of America 1989 - 1994
Instron Corporation 1984 - 1988
KPMG 1982 - 1984
Deloitte 1980 - 1982
Education
D'Amore-McKim School of Business at Northeastern University
MS - Accounting
Boston College
BA - Political Science
Palmetto High School
Bank of America 2004 - Present
FleetBoston Financial 2003 - 2004
Fleet Bank 1988 - 2004
Skills
Banking, Portfolio Management, Financial Risk, Financial Services, Risk Management
Education
Northeastern University 1982 — 1985
MBA, Finance
Boston College 1976 — 1980
BS, Biology and English
Bank of America September 2005 - Present
Premium Financing Specialists March 1998 - December 2004
Skills
Commercial Lending, Underwriting, Portfolio Management, Loan Work-outs, Loan Documents, Credit Analysis, Collaborative Problem..., Retail Banking, Loans, Banking, Asset Based Lending
Education
Boston College
BA, Economics
Bank of America 2001 - Present
Education
Georgetown University 1991 — 1993
Boston College
Peapack-Gladstone Bank Private Banking since 1921 December 2014 - Present
Capital One Bank September 2012 - December 2014
Capital One Bank July 2004 - September 2012
Bank of America 2003 - 2004
Skills
Risk Management, Credit Analysis, Credit, Portfolio Management, Banking, Excel, Financial Analysis, Asset Based Lending, Underwriting, Loans, Commercial Lending, Commercial Banking, Credit Risk, Financial Modeling, Financial Risk, Financial Services, Microsoft Excel
Education
Boston College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Bank of America March 2005 - Present
Education
Boston College 2000 — 2004
J.P. Morgan October 2014 - Present
Bank of America October 2004 - October 2014
JPMorgan Chase & Co July 2000 - October 2004
JP Morgan June 1997 - July 2000
Bank of Tokyo-Mitsubishi September 1996 - June 1997
Education
Boston College 1992 — 1996
BS Economics
Bank of America April 2013 - Present
Bank of America July 2010 - Present
Bank of America March 2009 - July 2010
Bank of America February 2004 - February 2009
Fleet Boston Financial 2000 - February 2004
Skills
Enterprise Architecture, Integration, IT Strategy, Vendor Management, SOA, Banking, Governance, Enterprise Software, Project Portfolio..., Requirements Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2009
Bank of America Technology Development Program, Technology Strategy
Boston College 1973 — 1977
BS, Computer Science, Accounting
Bank of America August 2005 - Present
PricewaterhouseCoopers 1997 - 2003
Skills
Commercial Banking, Mergers, Due Diligence, Banking, Mortgage Lending, Financial Modeling, Business Planning, Mergers & Acquisitions, Financial Analysis, Portfolio Management, Private Equity, Loans, Risk Management, Financial Risk, Process Improvement, Credit, Asset Management, Credit Cards, Corporate Finance, Change Management, Financial Services, Valuation, Credit Risk, Retail Banking, Finance, Capital Markets, Management, Strategy, Strategic Planning, Business Strategy, Business Analysis, Relationship Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
Boston College 1993 — 1997
BS, Accounting
Glastonbury High School 1989 — 1993
High School
Income Research & Management April 2014 - Present
Financial Services February 2014 - April 2014
Knowledgent Group December 2011 - November 2013
Bank of America June 2009 - 2011
Centerline Partners 2008 - May 2009
Fidelity Investments 2005 - 2008
Bank of America September 2003 - March 2005
The Reference / Patni 2000 - 2003
Mellon Financial 1997 - 2000
Skills
SDLC, Banking, Portfolio Management, Hedge Funds, Business Analysis, Securities, Project Management, Financial Services, Vendor Management, Business Process, Requirements Gathering, Management Consulting, Business Requirements, PMO, Project Portfolio...
Education
New England School of Banking at Williams College 1996 — 1997
Boston College 1982 — 1986
BS
Boston University Questrom School of Business
MBA
FM HS
Gartner January 2012 - Present
Gartner January 2012 - Present
Bank of America June 2003 - August 2010
Credit Suisse 2000 - 2005
Deutsche Bank 2000 - 2005
Morgan Stanley 1998 - 2000
Education
Boston College 1991 — 1995
Bank of America Merrill Lynch 2006 - Present
Citizens Bank 2005 - 2006
Bank of America 2003 - 2005
Fleet Bank 1989 - 2003
Skills
Product Management, Wealth Management, Banking, Marketing, Risk Management, Portfolio Management, Small Business, Financial Services, Management, Financial Analysis
Education
Boston College 1985 — 1989
BS, Finance
Six Red Marbles September 2014 - February 2015
nSight, Inc. July 2012 - September 2014
Pearson Education April 2011 - December 2011
American Psychological Association September 2007 - September 2009
Bank of America 2001 - 2003
Skills
Content Management, Publishing, Content Development, Project Management, Program Management, Online Publishing, Editing, Content Strategy, Social Media, Copy Editing, Technical Writing, SharePoint, Proofreading, Editorial, Academic Publishing, Publications, Change Management, Leadership
Education
Boston College 1996 — 2000
Bachelor of Science, Finance/English
Dana Hall School 1994 — 1996
Talbots July 2014 - Present
DATASTRONG 2014 - 2014
Bank of America September 2011 - June 2013
SGS Solutions March 2010 - September 2011
Philips Lifeline December 2009 - April 2010
Surrex Consulting November 2008 - September 2009
Software Consulting Alliance March 2008 - October 2008
Excel Capital Group May 2007 - October 2008
New Century Financial January 2002 - April 2007
PNC June 1998 - June 2001
Skills
Data Warehousing, Business Intelligence, Access, Customer Relations, Business Objects, SQL Server, E-commerce, Business Analysis, Visio, Databases, Requirements Analysis, Data Analysis, Data Conversion, Excel, SQL, SharePoint, MS Project, Quality Assurance, Crystal Reports, Documentation, Process Engineering, Business Process, Microsoft Office, Cognos, ERP, Analysis, Software Development, Analytics, Integration, Change Management, Outlook, Testing, Data Mining, Application Development, Word, Vendor Management, Strategic Planning, Management Consulting, Program Management, Risk Management, HTML, Requirements Gathering, Software Project..., PL/SQL, SDLC, Oracle SQL, MicroStrategy Reporting, Pivot Tables, Tableau, Oracle
Education
Boston College
BS
Wells Fargo Securities May 2012 - Present
Bank of America Merrill Lynch April 2008 - August 2012
Bank of America April 2005 - April 2008
Bank of America 2004 - 2008
Fleet Bank 2002 - 2004
Skills
Options, Derivatives, Fixed Income, Trading, Currency, FX Options, Bonds
Education
Hult International Business School 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Boston College 2000 — 2002
Master of Business Administration (MBA), Business / Finance
Universidad de Lima
Bachelor of Science (BS), Industrial Engineering
Bank of America 1986 - Present
Education
Boston College
BA, Economics
Webster Bank July 2005 - Present
Bank of America 2004 - 2005
FleetBoston Financial (Bank of America) 1974 - 2004
US Navy 1970 - 1972
Education
The Tuck School of Business at Dartmouth 1972 — 1974
MBA, Accounting/Finance
Boston College 1965 — 1969
A.B., Economics
Boston College 1965 — 1969
A.B., Economics
UBS April 2011 - Present
Royal Bank of Scotland May 2010 - April 2011
Bank of America July 2007 - April 2010
Bank of America November 2001 - July 2007
Answerthink Consulting June 2000 - September 2000
Answerthink Consulting August 1999 - June 2000
Hill Holliday January 1997 - January 1999
Hill Holliday February 1995 - January 1997
Skills
Sales, Social Media, Finance, Strategy, Management, Budgets, Marketing, Leadership, Advertising, Integrated Marketing
Education
Boston College 1991 — 1994
Bachelor of Arts, Communications
Marchex February 2012 - Present
SiriusXM Radio Inc. 2007 - February 2012
Sirius Satellite Radio March 2006 - September 2007
Atrium Staffing 2005 - 2005
Bank of America 2003 - 2005
Skills
Vendor Management, Program Management, Call Center, Strategy, Cross-functional Team..., Management, CRM, Customer Service, Analysis, Call Centers, Training, Strategic Partnerships, Digital Marketing, Salesforce.com
Education
Boston College 1998 — 2003
BS, Sociology
Bank of America May 2006 - Present
Lochridge & Company, Inc February 1987 - May 2006
The Allen Group September 1983 - February 1987
S.C. Johnson & Son September 1980 - September 1983
Education
University of Pennsylvania - The Wharton School 1978 — 1980
MBA, Finance
Boston College 1974 — 1978
BA, Economics, Political Science
Bank of America 2007 - Present
BTM Capital Corporation 1994 - 2007
Education
Boston College 1993 — 1993
MS, Finance
Providence College 1986 — 1990
BS, Finance
Fontbonne Academy 1982 — 1986
loanDepot November 2013 - Present
Wingspan Portfolio Advisors June 2013 - November 2013
Supreme Lending April 2012 - April 2013
Nationstar Mortgage April 2011 - November 2011
Bank of America June 2006 - April 2011
Skills
Mortgage Lending, Credit, FHA, FHA Financing, Loan Origination, Loans, Mortgage Banking, Refinance, Relocation, Residential Mortgages, USDA, VA loans, Banking, Credit Analysis, First Time Home Buyers, Real Estate, VA Loans
Education
Boston College 1999 — 2001
Masters of Arts, Counseling Psychology
Illinois State University 1993 — 1998
Bachelor of Science (B.S.), Pscyhology and Criminal Justice
Fairway Independent Mortgage Corporation September 2015 - Present
Primary Residential Mortgage, Inc. February 2014 - August 2015
Mortgage Financial February 2012 - February 2014
Bank of America 2002 - 2010
Skills
Refinance, Loans, VA loans, Mortgage Banking, FHA financing, Non-Conforming, USDA, Government Loans, Loan Origination, Residential Mortgages, Real Estate, Certified Mortgage..., First Time Home Buyers, Reverse Mortgages, Construction Loans, Home Equity Lines of..., Credit, Mortgage Underwriting, Home Equity Loans, Banking, Investment Properties, Credit Analysis
Education
Boston College 1985 — 1989
Bachelor's degree, Economics, German
New Trier High School Winnetka IL 1981 — 1985
High School Diploma
U.S. Trust July 2012 - Present
Bank of America May 2006 - July 2012
Citigroup April 2003 - May 2006
State Street Research January 2001 - November 2002
State Street Research March 1999 - December 2000
Skills
Investments, Alternative Investments, Securities, Hedge Funds, Asset Managment, Mutual Funds, Financial Analysis, Portfolio Management, Equities, Financial Modeling, Wealth Management, Fixed Income, Strategic Financial..., Banking
Education
Boston College 1990 — 1994
B.S., Marketing
Bank of America March 2011 - Present
Bank of America July 2006 - February 2011
Sovereign Bank December 2001 - June 2006
Skills
Cash Management, Financial Modeling, Portfolio Management, Banking, Commercial Banking, Financial Analysis, Treasury Management, Treasury Services, Treasury
Education
Providence College 1999 — 2006
MBA, Business
Providence College 2001 — 2004
Graduate Certificate, Financial Markets and Services
Boston College 1990 — 1994
BA, Economics
Tabor Academy
SunGard March 2000 - Present
Dover International July 1997 - March 2000
Bank of America 1990 - 1997
Education
Boston College
BA, Mathematics
AIG, Inc. May 2010 - Present
Bank of America January 2009 - May 2010
Merrill Lynch May 2006 - December 2008
Prudential Financial, Inc. August 1998 - May 2006
Skills
Cross-functional Team..., Leadership, Global Sourcing, Contract Negotiation, Strategic Sourcing, Process Improvement, Procurement, Risk Management, Change Management, Business Process..., Outsourcing, Program Management, Sourcing, Strategy, Management, Supply Management, Strategic Planning, Negotiation, Purchasing, Project Management, Contract Management, Financial Analysis, Mergers, Operations Management, Supply Chain Management, Forecasting
Education
Hofstra University School of Law 1987 — 1990
J.D.
Boston College 1983 — 1987
B.S., School of Management
California Association of Realtors 2004 - Present
Santa Clara County Association of REALTORS 2003 - Present
Chinese-American Real Estate Association 2003 - Present
Realty World Results Pros 2000 - Present
Bank of America 1992 - 1999
Homestead Savings 1987 - 1992
Homestead 1987 - 1992
Education
Boston College 1983 — 1987
BS, Accounting
Bellarmine College Preparatory 1979 — 1983
Merrill Edge August 2015 - Present
Bank of America April 2011 - August 2015
Skills
Strategic Planning, Marketing, Event Planning, Event Management, Corporate Events, Meeting Planning, Communication, Internal Communications, Strategic Communications, Marketing Strategy, Training, Change Management, Operations Management, Credit, Business Process..., Relationship Management, Customer Service, Vendor Management, Leadership, Sales, Project Management
Education
Boston College 2005 — 2010
Undergrad, Communications
Boston College 2005 — 2010
Master's degree, Administrative Studies
Barkan Management Co., Inc./ The Fallon Company (Contract via John Leonard) August 2015 - Present
Northeastern University August 2014 - August 2015
Northeastern University March 2014 - August 2014
Northeastern University February 2012 - March 2014
Daley and Associates November 2011 - February 2012
Steward Health Care November 2011 - February 2012
Cooley Manion Jones LLP May 2009 - November 2011
Edwards Angell Palmer & Dodge LLP June 2007 - March 2009
Bank of America April 2007 - June 2007
Brand and Associates 2003 - 2007
Skills
Legal Research, Litigation, Litigation Support, Legal Writing, Westlaw, Legal Assistance, Research, Management, Civil Litigation, Commercial Litigation, Microsoft Office, Litigation Management, SharePoint, Intellectual Property, Corporate Law, Employment Law, Web Content Management, Commercial Real Estate, Public Speaking, Microsoft Excel, Employment-based..., Legal Compliance, Bankruptcy, Licensing, Legal Issues, Insurance, Compliance, Business Statistics, Contract Management, New Business Development, Project Management, Business Valuation, Corporate Finance, Statistical Data..., Business Strategy, Client Relations, Contract Negotiation, Real Estate Transactions, Real Estate Financing, Conflict Resolution, Leadership, Organizational..., International Business, Marketing Strategy, Investments, DCF Valuation, Supply Chain Management, Private Equity, Financial & Operational..., Financial Strategy
Education
Northeastern University 2012 — 2015
Master of Business Administration (M.B.A.), Corporate Finance & Investments
Northeastern University 2002 — 2003
Paralegal Certificate
Regis College 1999 — 2001
Bachelor of Arts (B.A.) Graduate, English
Boston College 1996 — 1998
Bachelor of Arts (B.A.) Candidate
University of Arizona 1995 — 1996
Bachelor of Science (BS) Candidate, Biology, General
Wellesley High School 1992 — 1995
Ursuline Academy 1991 — 1992
Mount Alvernia Academy
Bank of America November 2010 - Present
Bank of America March 2007 - November 2010
Bank of America April 2004 - March 2007
Fleet Bank April 2003 - April 2004
Fleet Bank March 2000 - April 2003
Boston University January 1999 - March 2000
Skills
Business Analysis, Technical Analysis, Data Analysis, SQL, Physics, Nonlinear Optics
Education
Boston College
Bachelor of Science (BS), Physics
Tufts University
Doctor of Philosophy (PhD), Physics
Bank of America April 1997 - July 2001
State Street Bank June 1996 - March 1997
JPMorgan Chase July 1991 - May 1996
Skills
Banking, Business Analysis, Risk Management, Financial Analysis, Financial Risk, Financial Services, Training, Management
Education
Boston College 1987 — 1991
B.S. Accounting, Business Management, High Honors
U.S. Trust, Bank of America Wealth Management June 2009 - Present
Bank of America 2002 - 2009
Skills
Wealth Management, Asset Managment, Asset Allocation, Alternative Investments, Investments
Education
Cornell Law School 1982 — 1986
Boston College 1978 — 1982
Bank of America 2006 - Present
FleetBoston Financial 2000 - 2004
Fleet Financial Group 1991 - 2000
Skills
Employee Benefits, HRIS, Vendor Management, Process Improvement, PeopleSoft, Leadership, Mergers & Acquisitions, Talent Management, Performance Management, Management, Human Resources, Organizational..., Employee Relations, Mergers, Payroll Services
Education
Boston College 1979 — 1983
BS, Accounting
Bank of America July 2014 - Present
Bank of America July 2013 - June 2014
Bank of America April 2012 - June 2013
Bank of America June 2010 - April 2012
Skills
Credit Analysis, Credit, Loans, Underwriting, Leveraged Finance, Bonds, Financial Modeling, Bloomberg, Valuation, Capital Markets, Investment Banking, Financial Analysis, Fixed Income, Derivatives, Corporate Finance, Equities, Portfolio Management, Investments, Due Diligence, Private Equity
Education
Boston College 2006 — 2010
B.S., Finance
Università Commerciale 'Luigi Bocconi' 2008 — 2008
Exchange Student, Finance
Bergen County Academies 2002 — 2006
International Baccalaureate, Business
TIAA-CREF March 2011 - Present
TIAA-CREF March 2009 - March 2011
Bank of America 2008 - 2009
Bank of America 2006 - 2008
Bank of America 2005 - 2006
UBS 2002 - 2005
Merrill Lynch 2000 - 2002
US Navy 1995 - 2000
Education
Boston College 1991 — 1995
BS, Marketing
BNY Mellon November 2013 - Present
Bank of America July 2011 - September 2013
Talbots July 2009 - July 2011
Norfolk Public Schools September 2001 - June 2007
The Boston Company Advisors/TSSG/Mellon Bank July 1991 - June 2001
Skills
Retail, Retail Sales, Fashion, Customer Service, Apparel, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Leadership, Microsoft Word, Time Management, Facebook, Sales, Data Entry, Research, Public Speaking
Education
Boston College
Bachelor of Arts (BA), Communications
Bank of America April 2010 - Present
MB Financial Bank July 2006 - April 2010
Education
Boston College 2002 — 2006
Business, Finance, Marketing
Trinity High School
Merrill Lynch 1993 - Present
Societe Generale 1986 - 1993
Royal Bank of Canada 1982 - 1986
Bank of America 1979 - 1982
Skills
Series 7, Capital Markets, Series 63, Wealth Management, Uniform Combined State..., Asset Management, Fixed Income, Investments, Mutual Funds, Wealth Management...
Education
Columbia University - Columbia Business School
MBA, Finance, International Business
Boston College
MA, English Literature
University of Pennsylvania
BA, English Literature
Merrill Edge February 2014 - Present
Merrill Edge January 2009 - January 2014
Banc of America Investments December 2004 - January 2009
Bank of America May 2004 - December 2004
FleetBoston Financial March 2001 - April 2004
BankBoston June 1999 - February 2001
Skills
Series 7, Relationship Management, Banking, Investments, Risk Management, Customer Acquisition, Business Strategy, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Business Analysis, Financial Modeling, Financial Analysis, Analysis, Business Planning, Analytics, Business Process..., Cross-functional Team..., FINRA, Investment Banking, Start-ups, Strategy, Retail Banking, Retirement Planning, Equities, Asset Management, IRAs, Corporate Finance, Securities, Financial Planning, Bloomberg, Investment Advisory, Retirement, Process Improvement, Private Equity, CRM, Business Development, Fixed Income, Investment Management, Financial Risk, Mergers & Acquisitions, Competitive Analysis, Financial Advisory, Options, Trading, Investment Strategies, Valuation, Uniform Combined State..., Credit
Education
Boston College 1995 — 1999
Bachelor of Science, Finance, Marketing
City of Atlanta - Department of Law July 2005 - Present
Law Offices of Jane Morrison December 2004 - March 2005
NGK-Locke, Inc April 2000 - August 2004
PACES Personnel, Inc September 1998 - April 2000
SunTrust Personal Loans, Inc February 1996 - August 1998
Bank of America September 1990 - February 1996
Education
Dekalb Community College 2004 — 2005
Certificate, Legal Assistant
Boston College 1972 — 1973
Education and General Arts
2515 inc 2010 - Present
Cataumet Investments 2009 - Present
Bank of America January 1998 - May 2007
Bank of America July 1982 - May 2007
Skills
CRM, Commercial Lending, Loans, Portfolio Management, Banking, Asset Management, Credit, Credit Analysis, Due Diligence, Finance, Financial Services, Investments, Leadership, Management, Risk Management, Mergers, Strategic Planning, Wealth Management
Education
Amercan Graduate School of International Management 1981 — 1982
Masters, International Management
Boston College 1975 — 1979
BA, International Economics
Leo Deschenes Consulting March 2013 - Present
Bank of America August 1973 - June 2012
Skills
Microsoft Word, Microsoft Office, English, Windows, Customer Service, Outlook, Photoshop, Microsoft Excel, PowerPoint, Research, Strategy, Project Management, ATM networks, Financial Analysis, Banking, Budgets, Management, Analysis, Security, Strategic Planning, Teaching, Public Speaking, HTML, Project Planning, Access, Team Leadership, Business Analysis, Process Improvement, Risk Management, Program Management, Team Building, Contract Negotiation, Change Management, Team Management, Leadership, Retail Banking, Vendor Management, Credit Cards, Payments, Business Process..., Financial Services, Portfolio Management, Commercial Banking, Relationship Management, Executive Management, Operational Risk..., Credit, CRM, Financial Risk, Operations Management
Education
Boston College
Bachelor's degree, Finance, General
Boston College
Bachelor's degree, Finance, General
The Guidance Center September 2015 - Present
Founder of Www.lifewithlibby.com August 2015 - Present
Cooperative for Human Services Inc. September 2014 - June 2015
Bank of America November 2013 - June 2014
Solstice Sunglasses May 2012 - November 2013
Merkaz Ivri August 2010 - June 2012
Richard Dyer Law March 2011 - January 2012
Skills
PowerPoint, Microsoft Word, Legal Research, Criminal Law, Public Speaking, Customer Service, Courts, English, Legal Assistance, Teaching, Editing, Filing, Event Planning, Teamwork, Data Entry, Research, Leadership, Time Management, Sales, Social Networking, Social Media, Microsoft Office, Microsoft Excel, Psychology, Mental Health, Community Outreach, Management, Strategic Planning
Education
Boston College 2015 — 2017
Master of Social Work (M.S.W.), Clinical Psychology
University of Massachusetts Boston 2012 — 2014
Bachelor's degree, Criminal Justice and Corrections
Massachusetts Bay Community College 2010 — 2012
Associate of Arts (A.A.), Criminal Justice and Corrections
Newton South High School 2006 — 2010
High School Diploma
Fiserv March 2003 - Present
Orbiscom November 1999 - March 2003
NYCE Corporation March 1995 - March 1999
MasterCard June 1994 - March 1995
Bank of America February 1988 - June 1994
US Army April 1982 - April 1988
Skills
Debit Cards, E-commerce, Product Management, Financial Services, Strategic Partnerships, Mobile Payments, Executive Management
Education
Boston College 1981 — 1985
BA, Communications
NextEra Energy June 2014 - Present
Bank of America October 2007 - June 2014
4086 Advisors June 2005 - July 2007
Hylant Group August 2002 - December 2004
Skills
Banking, Customer Service, Excel, PowerPoint, Accounts Payable, Contracts Review, Data Analysis, Operational Excellence
Education
Florida Atlantic University 2010 — 2014
MACC, Accounting
Boston College 1998 — 2002
BA, Psychology
Prudential Capital Partners July 2013 - Present
Bank of America June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Financial Modeling, Social Media, Public Speaking, Valuation, Portfolio Management, Financial Statement...
Education
Boston College 2013 — 2013
Bachelor’s Degree, Finance, Marketing, Management and Leadership, Magna Cum Laude
Bank of America August 2010 - Present
Bank of America September 2008 - August 2010
Bank of America June 2006 - September 2008
Fidelity Investments October 1997 - June 2006
Skills
Marketing Communications, Financial Services, Corporate Communications, Mutual Funds, Investments, Series 63, Direct Marketing, Internal Communications, Marketing Strategy, Competitive Analysis, Integrated Marketing, Direct Mail, Strategic Communications
Education
Boston College 1987 — 1993
Bachelor, Business, Marketing Concentration
Lexington High School 1979 — 1981
Intel Corporation May 2015 - Present
Intel Corporation March 2013 - Present
s3tec Energy Frontier Research Center September 2009 - February 2013
Boston College Physics Department 2008 - 2009
UTC Power 2007 - 2008
Bank of America 2006 - 2007
University of Connecticut June 2005 - August 2005
Travelers June 2004 - August 2004
Skills
Electronic and thermal..., electrical resistivity, carrier concentration, mobility, Hall measurements, thermal conductivity, Seebeck coefficient, magnetization, magnetic susceptibility, X-ray diffraction (XRD), Scanning Electron..., Transmission Electron..., Energy Dispersive X-Ray..., Atomic Force Microscopy..., Thermal Evaporation, E-Beam Deposition, Sputtering, Cleanroom/Nanofabricatio..., Physical Properties..., dc hot pressing..., solid solution, mechanical alloying, Sample..., Design and construction..., NI LabVIEW, Origin, Word, LaTeX, PowerPoint, Visual Basic, Mathematica, C++, Matlab, Microsoft Excel
Education
Boston College 2008 — 2012
Doctor of Philosophy (Ph.D.), Condensed Matter and Materials Physics
Central Connecticut State University 2006 — 2008
Master of Science (M.S.), Physics
Saint Anselm College 2002 — 2006
Honors Bachelor of Arts, Applied Physics
Citizens Bank July 2007 - Present
Bank of America June 1986 - June 2007
BankBoston 1986 - 1996
Citi 1983 - 1986
Skills
Loans, Credit, Risk Management, Credit Analysis, Portfolio Management, Capital Markets, Commercial Banking, Banking
Education
Boston College
Bachelor of Science (BS), Economics