Bank of America

Industry: Investment banking company

Description

The 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
Hadi Ahmed Hadi Ahmed Greater Boston Area Details
Hadi Ahmed's Bank of America Experience February 2013 - May 2013
Job Student at Boston University Questrom School of Business
Industry Management Consulting
Experience
ReVamp Wholesale  July 2014 - August 2014
ReVamp Electronics  January 2014 - April 2014
Bank of America   February 2013 - May 2013

Skills
Emotional Intelligence, Social Intelligence, Human Potential, Transformational..., Leadership, Social Media, Public Speaking, Strategic Planning, Management, Coaching, Leadership Development, Marketing, Entrepreneurship, Marketing Strategy, Microsoft Office, Research

Education
Boston University Questrom School of Business   2013 — 2016
Bachelor of Science (BS), Business Administration and Management; Accounting/Finance Concentration

Bunker Hill Community College   2012 — 2013
Business Concentration

Kevin O'Connor Kevin O'Connor Greater Boston Area Details
Kevin O'Connor's Bank of America Experience June 2006 - June 2007
Job Host at This Old House
Industry Entertainment
Experience
This Old House  February 2003 - Present
This Old House  February 2003 - Present
Bank of America   June 2006 - June 2007
Fleet Bank  January 1999 - February 2002

Education
Boston University Questrom School of Business   1997 — 1999
MBA, Finance

College of the Holy Cross   1986 — 1990
BA, History

St. Benedicts Prep   1983 — 1986

Joe Schloesser Joe Schloesser Boston, Massachusetts Details
Joe Schloesser's Bank of America Experience March 2003 - December 2003
Job Director, Iron Mountain Data Centers
Industry Information Technology and Services
Experience
Iron Mountain  January 2015 - Present
Iron Mountain  December 2011 - December 2014
Iron Mountain  October 2009 - December 2011
Countrywide Home Loans  2003 - 2008
Countrywide Home Loans  July 2005 - June 2007
Bank of America   March 2003 - December 2003
Investors Bank & Trust  August 2001 - March 2003

Skills
Disaster Recovery, Information Management, Business Process..., Data Privacy, Litigation Support, Contingency Planning, Technical Product Sales, Leadership, Sales Process, Marketing Strategy, Salesforce.com, Business Development, Direct Sales, Risk Management, Relationship Management, Data Center, Storage Solutions, Federal Government, Large Systems..., Cloud Computing, New Business Development, Selling, Solution Selling, Strategic Partnerships, SaaS, Professional Services, Sales, Product Management, Team Building, Recruiting, Management

Education
MIT Sloan School of Management   2013 — 2015
Master of Business Administration (MBA)

Boston University - School of Management   1997 — 2001
BSBA, Finance and Management Information Systems

Christian Stone Christian Stone Greater Boston Area Details
Christian Stone's Bank of America Experience July 2005 - December 2007
Job Wealth Advisor at PRW Wealth Management
Industry Investment Management
Experience
PRW Wealth Management   July 2014 - Present
Morgan Stanley  July 2013 - July 2014
U.S. Trust   January 2008 - July 2013
Bank of America   July 2005 - December 2007
JPMorgan Chase  August 2004 - July 2005
GunnAllen Financial  January 2004 - July 2004
Harrison Securities   November 2002 - October 2003

Skills
Wealth Management, Investments, Retirement Planning, Series 7, Estate Planning, Investment Management, Finance, Banking, Financial Advisory, Entrepreneurship, Management, Wealth, Trading, Sales, Tax, Equities, Asset Allocation, High Net Worth..., Portfolio Management

Education
Boston University Questrom School of Business   2010 — 2011
Master's Degree, Investment Management

Mount St. Mary's University   1998 — 2002
Bachelor's Degree, Business

Santiago Caraballo Santiago Caraballo Houston, Texas Details
Santiago Caraballo's Bank of America Experience November 2008 - August 2012
Job Sr. Vice President/Sr. Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America   November 2008 - August 2012
Sumitomo Mitsui Banking Corporation  September 2008 - November 2008
Bear, Stearns & Co. Inc.   September 2006 - August 2008
Bear Stearns  November 2004 - September 2006
JP Morgan  May 2003 - November 2004
Chase Manhattan Bank  August 2001 - May 2003
Chase Manhattan Bank  August 2000 - August 2001

Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk

Education
Boston University - School of Management   1997 — 2000
Bachelor of Science (B.S.)

Choate Rosemary Hall   1991 — 1995

Rose Piedmont Rose Piedmont Baltimore, Maryland Area Details
Rose Piedmont's Bank of America Experience December 1988 - April 1995
Job Chief Financial Officer | Business Partner | Mentor | Strategic Planning | Finance | Accounting
Industry Financial Services
Experience
R. Piedmont & Associates   January 2012 - Present
Celebree Learning Centers  December 2013 - January 2015
Catalyst IT Services  December 2012 - November 2013
Algeco Scotsman  August 2008 - January 2012
Old Mutual Financial Network  March 2006 - April 2008
Baltimore City Public Schools  2003 - 2005
Allfirst Bank  June 2000 - August 2003
Williams Scotsman  May 1995 - June 2000
Bank of America   December 1988 - April 1995
BayBank  June 1985 - December 1988

Skills
Strategic Planning, Financial Reporting, Financial Planning, Analysis, Accounting, Coaching, Team Building, Budgeting, Negotiation, Financial Analysis, Operations Management, Banking, Financial Modeling, Forecasting, Internal Controls, Mergers, Investments, Business Planning, Supply Chain Management, Process Improvement, Sales Management, Contract Negotiation, Public Speaking, Business Process..., Due Diligence, Business Strategy, Financial Management, Change Management, Management Consulting, Corporate Finance, SOX, Asset Management, Insurance, Administration, Portfolio Management, Inventory Management, PowerPoint, Account Management, Process Engineering, Research, Cash Management, ERP, Team Leadership, Service Orientation, Customer Relations, Problem Solving, Planning, Compliance, Real Estate, Data Modeling

Education
Boston University Questrom School of Business   1984 — 1988
MBA, Financial Services

Fordham University   1977 — 1981
BS, Business

ccbc

Zoe Bloom Zoe Bloom Cambridge, Massachusetts Details
Zoe Bloom's Bank of America Experience June 2010 - April 2013
Job Staffing and Recruiting Coordinator at People's United Bank
Industry Banking
Experience
People's United Bank  April 2013 - Present
Bank of America   June 2010 - April 2013

Skills
Recruiting, I-9 Compliance, Fingerprinting, SharePoint, Microsoft Excel, Interview Preparation, Onboarding, Employee Training, PeopleSoft

Education
Boston University   2005 — 2009
Bachelor of Fine Arts (B.F.A.), Painting

James Mabry James Mabry Greater Boston Area Details
James Mabry's Bank of America Experience October 1993 - October 1995
Job Lead Desktop Support Specialist/EMPOWER Systems Administrator USDA/HNRCA at Tufts University
Industry Research
Experience
USDA/HNRCA at Tufts University   September 2005 - Present
Pfizer  October 2004 - September 2006
TigerDirect  August 2002 - March 2003
Johnson & Johnson  August 2000 - October 2001
Pegasystems  October 1995 - August 2000
Bank of America   October 1993 - October 1995
US Navy  January 1986 - October 1993
Queens College  September 1981 - June 1983

Skills
System Administration, Troubleshooting, Disaster Recovery, Windows, Virtualization, ITIL, Network Administration, VMware, Security, Operating Systems, Active Directory, VPN, Unix, Linux, DNS, Network Security, DHCP, Computer Security, Servers, Backup Solutions, Database Administration, Programming, Technical Support, Networking, Windows Server, Hardware, Computer Hardware, SharePoint, Windows 7, Help Desk Support, Access, Solaris, TCP/IP, Software Documentation, Perl, Storage, Storage Area Networks, Integration, IT Management, Databases, Cloud Computing, Visio, Microsoft SQL Server, Enterprise Architecture, Testing, Unix Shell Scripting, Software Development, IT Operations, VMware ESX, System Deployment

Education
University of Southern Maine
Bachelor's Degree

The George Washington University   1990 — 1991

Queens College   1981 — 1983

Newtown High School   1974 — 1979
High School

Boston University - Metropolitan College

Mark Weisheipl Mark Weisheipl Des Moines, Iowa Area Details
Mark Weisheipl's Bank of America Experience September 2007 - April 2011
Job Associate Director at River Glen Private Capital
Industry Venture Capital & Private Equity
Experience
River Glen Private Capital   June 2015 - Present
U.S. Bank   April 2013 - May 2015
U.S. Bank   April 2011 - April 2013
Bank of America   September 2007 - April 2011
Maersk Logistics  July 2006 - August 2007
Maersk Group  July 2005 - July 2007
Maersk Line  July 2005 - July 2006

Education
Boston University Questrom School of Business   2011 — 2014
Master of Business Administration (M.B.A.), Finance Strategy

Iowa State University - College of Business   2001 — 2005
Bachelor of Science (B.S.), Finance Political Science

Charles Helbert Charles Helbert United States Details
Charles Helbert's Bank of America Experience 1984 - 1992
Job Capital Markets Professional
Industry Capital Markets
Experience
Alternative Strategy Partners   January 2007 - Present
Wells Fargo  1992 - 2006
Bank of America   1984 - 1992

Skills
Banking, Asset Management, Risk Management, Alternative Investments, Fixed Income, Restructuring, Mortgage Underwriting, Real Estate Financing, Relationship Management, Capital Markets

Education
Boston University - School of Management

Mark Laramee Mark Laramee Greater Boston Area Details
Mark Laramee's Bank of America Experience February 2005 - August 2006
Job Corporate Solutions Sales Director at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services  November 2014 - Present
John Hancock  March 2008 - November 2014
John Hancock  August 2006 - March 2008
Bank of America   February 2005 - August 2006
People's United Bank  July 2004 - January 2005

Skills
Sales, Business Strategy, Insurance, Negotiation, Executive Management, Mutual Funds, Long-term Care, Life Insurance, Business Development, Sales Analysis, Performance Analysis, Competitive Intelligence

Education
Sacred Heart University; John F. Welch School of Business   2002 — 2004
MBA, Finance

Boston University - School of Management   1998 — 2002
BS, Finance

Kelly Werbecki Kelly Werbecki Providence, Rhode Island Area Details
Kelly Werbecki's Bank of America Experience March 2006 - Present
Job
Industry Banking
Experience
Bank of America   March 2006 - Present

Education
Boston University Questrom School of Business
MBA studies

Roger Williams University
Paralegal Certificate

University of Rhode Island
BA, Economics

John Bolognese John Bolognese Medford, Massachusetts Details
John Bolognese's Bank of America Experience April 2004 - Present
Job Vice President Sourcing Manager at Bank of America
Industry Banking
Experience
Bank of America   April 2004 - Present
BayBank  December 1977 - December 1995

Skills
Vendor Management, Strategic Sourcing, Risk Management, Banking, Process Improvement, Relationship Management, Credit, Sourcing, Six Sigma, Outsourcing, Management, Change Management, Financial Analysis, Supply Management, Portfolio Management, Cross-functional Team..., Negotiation, Business Process..., Credit Cards, Business Analysis

Education
Boston University - School of Management
BS

Danilo Gomez Danilo Gomez Boston, Massachusetts Details
Danilo Gomez's Bank of America Experience October 2007 - October 2009
Job Chief Compliance Officer at Essex Securities LLC
Industry Financial Services
Experience
Essex Securities LLC   October 2014 - Present
Army National Guard  August 2007 - Present
Santander Securities  October 2013 - October 2014
Santander Bank, N.A.   November 2012 - October 2013
Santander Bank, N.A.   September 2011 - November 2012
Merrill Lynch  October 2009 - July 2011
Bank of America   October 2007 - October 2009
New York Life Insurance Company  June 2006 - October 2007
Auto-torium   August 2004 - June 2006
Netspoke  2001 - 2002

Skills
Series 7, Series 63, Series 6, Portfolio Management, Series 24, Series 65, Series 4, Series 53, FINRA, Management, Finance, Financial Services

Education
Suffolk Law School   2011 — 2015
Doctor of Law (JD)

Boston University - Metropolitan College   2010 — 2011
Financial Planning and Services

Greater Lawrence Technical School   1996 — 2000
High School Diploma

Christopher Hadden, MBA, CSSGB Christopher Hadden, MBA, CSSGB Providence, Rhode Island Details
Christopher Hadden, MBA, CSSGB's Bank of America Experience March 2007 - June 2011
Job Senior Business Systems Analyst and ERP Data Coordinator at Genzyme
Industry Information Technology and Services
Experience
FM Global  February 2015 - Present
Genzyme  September 2012 - January 2015
EMC  June 2011 - September 2012
Bank of America   March 2007 - June 2011
Bank of America   July 2005 - March 2007
Citizens Bank  April 2005 - July 2005
CVS  January 2005 - April 2005
Orange Board of Education  October 2003 - December 2004
Orange Board of Education  August 2003 - December 2004

Skills
SQL, SAP, ERP, Program Management, Analysis, Microsoft Office, Oracle E-Business Suite, HTML, Project Management, Oracle Reports, Cognos ReportNet, Hummingbird, Actuate, Oracle Financials, Business Intelligence..., Business Intelligence, Business Analysis, DB2, Data Analysis, Server Administration, SDLC, Agile Methodologies

Education
Boston University - School of Management   2008 — 2010
MBA

Bryant University   1999 — 2003
Bachelor of Science, Business Administration; Computer Information Systems (CIS)

Wayne Tam, CFP®, MBA Wayne Tam, CFP®, MBA Boston, Massachusetts Details
Wayne Tam, CFP®, MBA's Bank of America Experience July 2006 - February 2009
Job Certified Financial Planner
Industry Financial Services
Experience
MA Insurance Advisor   January 2014 - Present
Generation Wealth & Investments   June 2011 - Present
Bank of America   July 2006 - February 2009
E*Trade Financial  January 2005 - July 2006
Buff Capital Management   September 2000 - December 2004
U.S. Coast Guard   July 1999 - July 1999

Skills
Bloomberg, VBA, Portfolio Management, Wealth Management, Investment Management, Access, Finance, SQL, Financial Modeling, Valuation, Mandarin, Corporate Finance, Business Strategy, Financial Analysis, Private Equity

Education
Hong Kong University of Science and Technology - School of Business and Management   2009 — 2011
Masters of Business Administration

Peking University   2010 — 2010
Masters of Business Administration

College of Financial Planning   2002 — 2004
Certified Financial Planner (CFP®) Certification

Boston University - School of Management   1999 — 2002
Bachelor of Science

Amy Entler Amy Entler Greater Boston Area Details
Amy Entler's Bank of America Experience February 2001 - February 2005
Job Senior Product Manager at Intralinks
Industry Information Technology and Services
Experience
Intralinks  March 2015 - Present
Cengage Learning  July 2013 - March 2015
Cengage Learning  July 2011 - July 2013
Omgeo  February 2006 - July 2011
TCB  February 2005 - February 2006
Bank of America   February 2001 - February 2005
Fleet Bank  2001 - 2005
Razorfish  December 1999 - February 2001

Skills
Requirements Gathering, User Stories, SDLC, Functional..., Wireframes, Iterative development, Acceptance criteria, Product backlog, Cost analysis, User-centered Design, Cross-functional Team..., Project Management, Business Analysis, Agile Methodologies, Product Development, Product Lifecycle..., E-commerce, Resource Management, Team Facilitation, Product Design, Requirements Management, Requirements Analysis, Product Requirements, Software Documentation, Business Requirements, Quality Assurance, Product Management, Web Applications, Usability Testing, Strategy, Agile Project Management, Waterfall, User Acceptance Testing

Education
Boston University Questrom School of Business
MBA

Boston University Questrom School of Business
MS, Information Systems

Syracuse University
BS, Accounting

Elise Simon Elise Simon Greater New York City Area Details
Elise Simon's Bank of America Experience June 2010 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America   June 2010 - Present
Hartford Financial Products  2004 - 2008

Skills
Underwriting, Financial Analysis, Insurance, Financial Modeling, Risk Management, Relationship Management, Credit, Property & Casualty..., Portfolio Management

Education
Boston University Questrom School of Business   2008 — 2010
MBA, Finance

Colgate University   2000 — 2004
BA, Mathematical Economics

Edison Vo Edison Vo Greater New York City Area Details
Edison Vo's Bank of America Experience November 2013 - Present
Job Financial Service Professional
Industry Financial Services
Experience
Bank of America   November 2013 - Present
Debtwire  December 2012 - November 2013
Market Realist  October 2012 - December 2012
Xtract Research LLC (Subsidiary of Financial Times Group)   September 2012 - November 2012
Investors Capital  July 2011 - August 2011
Leverage Academy, LLC   September 2010 - December 2010

Skills
DCF, Comparison, Valuation, Microsoft Excel, Corporate Finance, Financial Modeling, Financial Analysis, Private Equity, PowerPoint, Access, Microsoft Word, Equity Research, Spanish, Microsoft Office, Bloomberg, Research, Customer Service, Analysis, Social Media, Equities, Comparative Market..., Mergers & Acquisitions

Education
Boston University Questrom School of Business   2008 — 2012
B.S.B.A, Finance and Accounting

Brooklyn Technical High School   2008 — 2012

Yves-William Ferrier Yves-William Ferrier Boston, Massachusetts Details
Yves-William Ferrier's Bank of America Experience June 2008 - March 2009
Job Fund Administrator, Officer, Treasury Services
Industry Financial Services
Experience
State Street  September 2015 - Present
State Street  September 2013 - September 2015
State Street  August 2011 - August 2013
State Street  May 2010 - August 2011
Committee to Elect Michael Albano   January 2010 - April 2010
Committee to Elect Tomás Gonzalez   March 2009 - November 2009
Bank of America   June 2008 - March 2009
Boston University: School of Management  September 2006 - May 2008
Merrill Lynch Global Private Wealth Management   June 2007 - August 2007

Skills
Microsoft Excel, Microsoft Word, Invoice Processing, Fund Administration, Bloomberg, Investments, Financial Services, Mutual Funds, Microsoft Office

Education
Boston University   2004 — 2008
Bachelor of Arts, Economics

The Bronx High Scool of Science   2000 — 2004
Regents High School Diploma

Kate Barrand Kate Barrand Greater Boston Area Details
Kate Barrand's Bank of America Experience 2010 - Present
Job Strategy Consultant & Executive Coach
Industry Marketing and Advertising
Experience
Bank of America   2010 - Present
KBPartners, LLC.   January 2001 - Present
Clareon Corporation   January 1998 - December 2001
Bank of Boston  April 1997 - April 1999
Bank of Boston  1992 - 1997
Bank of Boston  April 1989 - February 1992
MAC group/Gemini   1981 - 1988

Skills
Customer Acquisition, Business Strategy, Analytics, Direct Marketing, Strategic Planning, P&L Management, Financial Services, Marketing Strategy, Segmentation, Database Marketing, CRM, Digital Marketing, Cross-functional Team..., Competitive Analysis, Marketing, Market Research, Integrated Marketing, Management, Thought Leadership, Leadership, Marketing Communications, Brand Development, Online Advertising, Strategy

Education
Boston University - School of Management   1993 — 1995
MBA, Marketing & Finance

Tufts University   1974 — 1979
BA, Child Psychology & Development

Madeira School   1973 — 1975

Tanuja Murgai Tanuja Murgai Orange County, California Area Details
Tanuja Murgai's Bank of America Experience 2009 - Present
Job Senior Vice President, Corporate Audit, Bank of America
Industry Financial Services
Experience
Bank of America   2009 - Present
Ernst & Young  1998 - 2009
Sky Financial Group  October 1992 - January 1998
National City Bank  September 1989 - October 1992

Skills
Internal Audit, Enterprise Risk..., SOX, Compliance, Risk Management, Fraud Investigations, Process Improvement, Management Consulting, Compliance Audits, Internal Controls, IT Audit, Risk Assessment, Corporate Governance, Compliance Management, Fraud, Risk, COSO, Risk Mitigation, Operational Risk, Auditing, Operational Risk..., Banking, Certified Fraud Examiner, Certified Internal..., Governance, IT Risk, Financial Control, Financial Institutions, Big 4, Business Process..., Sarbanes-Oxley Act, Mortgage Lending, Mortgage Servicing, Federal & State..., Sarbanes-Oxley, Financial Risk, Financial Services, Corporate Finance, Quality Auditing, Information Technology, Financial Analysis, Management, Leadership, Due Diligence

Education
Boston University Questrom School of Business
MBA, Business Administration

La Martiniere, Calcutta
High School

Punjab University
Bachelor of Architecture (B.Arch.), Architecture

Raju Agarwal Raju Agarwal Ottawa, Canada Area Details
Raju Agarwal's Bank of America Experience 1999 - 2000
Job Executive Director at OneProsper International
Industry Nonprofit Organization Management
Experience
OneProsper International   July 2010 - Present
R&M Western Properties   2004 - Present
Office of the Superintendent of Financial Institutions of Canada  2001 - 2003
Bank of America   1999 - 2000
Pacific Exchange  1998 - 1999
Deutsche Asset Management  1998 - 1998
PricewaterhouseCoopers  1996 - 1998

Skills
Fundraising, Strategic Planning, Budgeting, Volunteer Management, Grants, Non-profits, Social Media, Leadership, Public Speaking, Research, Budgets, Event Planning, Public Relations, Entrepreneurship, Nonprofits, Community Development, Grant Writing

Education
Boston University - School of Management   1994 — 1996
Master of Business Administration (MBA), MS.MIS

Carleton University   1990 — 1993
Bachelor of Commerce (B.Com.)

Jessica Passarelli Jessica Passarelli Atlanta, Georgia Details
Jessica Passarelli's Bank of America Experience October 2014 - May 2015
Job First Vice PresidentProject Manager at SunTrust
Industry Banking
Experience
SunTrust  May 2015 - Present
Bank of America   October 2014 - May 2015
Bank of America   April 2011 - October 2014
Bank of America   November 2009 - April 2011
Bank of America   November 2008 - November 2009
Bank of America   March 2008 - November 2008
Bank of America   July 2006 - March 2008
Target  June 2003 - March 2006

Skills
Leadership, Banking, Management, Risk Management, Relationship Management, Human Resources, Financial Analysis, Process Improvement, Analysis, Business Process..., Customer Service, Performance Management, Retail Banking, Call Centers, Vendor Management, Business Analysis, Project Management, Financial Services, Software Documentation, Strategic Planning, Leadership Development, SharePoint, Operational Risk..., Change Management, Credit, Training, Expense Management, Risk Assessment, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, Recruiting, MS Project, Finance, Project Communications, Six Sigma, Operational Excellence, PMI

Education
Boston University - Metropolitan College   2011 — 2015
Masters Degree, Project Management

Boston University - Metropolitan College
Graduate Certificate, Project Management

Bryant University   1999 — 2003
Bachelors, Management

Bruce Daniels Bruce Daniels Greater Boston Area Details
Bruce Daniels's Bank of America Experience 2004 - 2005
Job Senior Vice President at Boston Private
Industry Banking
Experience
Boston Private  February 2012 - Present
Salem Five Bank  2005 - February 2012
Bank of America   2004 - 2005
Fleet Bank  2000 - 2004
Citizens Bank  1999 - 2000
State Street Bank  1987 - 1999

Skills
Commercial Banking, Underwriting, Portfolio Management, Risk Management, Credit, Business Development, Commercial Lending

Education
Dartmouth College   1976 — 1980
A.B., Economics

Boston University Questrom School of Business   1985 — 1987
MBA, Finance

Greg DeSocio Greg DeSocio New York, New York Details
Greg DeSocio's Bank of America Experience July 2013 - Present
Job Product Management at Bank of America
Industry Financial Services
Experience
Bank of America   July 2013 - Present
Bank of America   July 2012 - July 2013
Brigos Capital Management  September 2011 - December 2011
MetLife  June 2011 - July 2011
Pershing Advisor Solutions  June 2010 - August 2010
Pershing  July 2009 - August 2009

Skills
Finance, Investments, Analysis, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Product Management, Sales, Treasury Management, Portfolio Management, Management, Equities, Securities, Time Management, Valuation

Education
Boston University - School of Management   2008 — 2012
Bachelor's, Business Administration

Yevgeniy Finegold Yevgeniy Finegold Greater New York City Area Details
Yevgeniy Finegold's Bank of America Experience March 2010 - July 2013
Job Information Management Specialist at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York  July 2013 - Present
Bank of America   March 2010 - July 2013
Citi  July 2004 - April 2010

Skills
Enterprise Architecture, Data Warehousing, SDLC, Analytics, Business Intelligence, Team Management, Metadata Management, Data Standards, Data Quality, Systems Engineering, Trading Systems, Master Data Management, Information Architecture, Core Java, Distributed..., Hadoop, Vendor Management, Data Stewardship, Team Leadership, Project Management, Big Data, Database Design, Agile Methodologies, ETL, Oracle, Software Project..., Data Governance, Requirements Analysis, Data Integration, Requirements Gathering, IT Strategy

Education
Boston University   2008 — 2010
Master of Science, Banking and Financial Services Management

Boston University   2000 — 2004
Bachelor of Science, Computer Systems Engineering

Serg Potchernikov Serg Potchernikov Greater Boston Area Details
Serg Potchernikov's Bank of America Experience June 2008 - Present
Job Product Management, Marketing and Business Analysis Professional Seeking New Opportunities
Industry Financial Services
Experience
Bank of America   June 2008 - Present
Johnson & Johnson  June 2007 - August 2007
Duke Management Company   September 2003 - June 2006
MedSolutions, Inc.   February 2002 - July 2003
Avant PC   June 1994 - February 2002

Skills
Leadership, Supervision Of Staff, Team Supervision, Staff Selection, Managing Budget, Quantitative Analytics, Data Mining, Trend Identification, Increasing Revenue, Customer Research, Customer Intelligence, Customer Insight, Marketing Strategy, Marketing Messaging, Market Pricing, Market Launch, Market Validation, Product Concepts, Product Management, Product Strategy, Product Marketing, Product/service..., Product Planning, Segmentation, Acquisition Strategy, Target Identification, Tactical Marketing, Product Requirements..., Feature Definition, Offer Development, Promotion Planning, Loyalty Program..., Cost Reduction Programs, Go-to-market Strategy, Experience Strategy, Customer Education, Customer Experience, Voice of the Customer, Online User Experience, Online Acquisition, Website Building, Cross-channel Marketing, Retail Execution, Partners Management, Business Analysis, Operations Management, Management, Budgets, Marketing, Mergers

Education
Boston University Graduate School of Management   2006 — 2008
Master of Business Administration (M.B.A.) with High Honors

University of Missouri, Rolla   1996 — 2000
Non-degree program, Financial Mathematics

College of the Ozarks   1994 — 1996
Bachelor of Science, summa cum laude, Mathematics Business Administration

John Whitmer John Whitmer Greater Boston Area Details
John Whitmer's Bank of America Experience June 2010 - August 2010
Job New Product Planner / Analyst at Teradyne
Industry Electrical/Electronic Manufacturing
Experience
Teradyne  September 2012 - Present
Teradyne  January 2011 - September 2012
Bank of America   June 2010 - August 2010
Meridian Asset Services  December 2007 - July 2009
Greenlight Capital  June 2007 - August 2007
Precision Maps   January 2004 - June 2007

Skills
Project Management, Financial Analysis, Forecasting, Microsoft Excel, Cross-functional Team..., Management, Strategy, Operational Strategy, Leadership, PowerPoint, Product Development, Six Sigma, Operational Planning, Statistical Modeling, Analysis, Risk Management, Manufacturing, Demand Management, Process Improvement, Finance, Business Analysis, Data Analysis

Education
Boston University - School of Management   2009 — 2011
MBA

University of South Florida-St. Petersburg Campus
B.A.

Sudeep Pal, CFA Sudeep Pal, CFA New York, New York Details
Sudeep Pal, CFA's Bank of America Experience June 2008 - February 2010
Job Associate, Corporate Finance Advisory at HSBC
Industry Banking
Experience
HSBC Securities  February 2014 - Present
HSBC Securities  March 2010 - February 2014
Bank of America   June 2008 - February 2010
Boston University School of Management  September 2007 - May 2008
Sony Electronics  September 2006 - May 2008
Merrill Lynch  May 2007 - August 2007
MetLife Investments  May 2006 - August 2006
Key Club International  July 2003 - July 2004

Skills
Strategic Advisory, Financial Analysis, Credit Analysis, Corporate Finance, Client Interfacing, Retail, Consumer Products, Healthcare, Credit, Microsoft Excel, VBA, Banking, Analysis, Finance, Risk Management, Financial Modeling, Leadership, Credit Risk, CRM, Management, Strategy, Capital Markets, Sales, Valuation, Investments, Portfolio Management, Training

Education
New York University - Leonard N. Stern School of Business   2013 — 2016
Master of Business Administration (M.B.A.), Finance, Management

Boston University - School of Management   2004 — 2008
BS in Business Administration, Finance & Accounting with Economics Minor

Gheisa Cruz Gheisa Cruz New York, New York Details
Gheisa Cruz's Bank of America Experience January 2008 - June 2009
Job Senior Assistant Brand Manager: SKII US Market at Procter & Gamble
Industry Consumer Goods
Experience
Procter & Gamble  July 2013 - Present
Procter & Gamble  August 2011 - June 2013
Kellogg School of Management  June 2009 - June 2011
Procter & Gamble  2010 - 2010
Bank of America   January 2008 - June 2009
Bank of America   May 2006 - 2008
Filene's/Kaufmann's   2004 - 2006
Vision Marketing  January 2003 - May 2003

Skills
Competitive Analysis, Product Management, Retail, Business Strategy, Brand Management, Market Research, Strategy, Financial Analysis, Marketing Strategy, Segmentation, Cross-functional Team..., Customer Insight, Product Development, Analytics, Marketing Research

Education
Northwestern University - Kellogg School of Management   2009 — 2011
MBA

Boston University Questrom School of Business   2000 — 2004
BS in Business Administration, International Business and Marketing

Universidad Autónoma de Madrid   2003 — 2003
Marketing; International Business

Ashland High School   1996 — 2000

Josh Goldstein Josh Goldstein San Francisco, California Details
Josh Goldstein's Bank of America Experience August 2004 - June 2006
Job Business Relationship Manager Manufacturing Systems at Chevron
Industry Oil & Energy
Experience
Chevron  October 2012 - Present
Chevron  January 2011 - September 2012
Chevron  May 2009 - December 2010
Chevron  June 2008 - April 2009
Deloitte Consulting  September 2007 - February 2008
Liberty Mutual  June 2007 - August 2007
Bank of America   August 2004 - June 2006
Bank of America   May 2004 - August 2004
Bank of America   September 2003 - April 2004
JMG Marketing   May 1999 - September 2003

Skills
Business Analysis, Analysis, IT Strategy, Management, Program Management, Business Strategy, Project Management, Business Process..., Budgets, Leadership, Strategic Planning, Change Management, User Acceptance Testing, Strategic Thinking, Presenting to Senior..., Business and IT Process..., Resource Planning, Business Planing, IT Investment Planning, Business Relationship..., Leading Special Projects, Presentation..., Vendor Management, Strategy, Business Process, Consulting

Education
Boston University - School of Management   2006 — 2008
MBA, Strategy and Business Analysis

Boston University - School of Management   2006 — 2008
M.S, Information Systems

University of Delaware - Lerner College of Business and Economics   1999 — 2003
B.S, Business Administration

Andrew C. Davis Andrew C. Davis Greater Boston Area Details
Andrew C. Davis's Bank of America Experience February 2013 - Present
Job SVP; Retail Distribution
Industry Banking
Experience
Bank of America   February 2013 - Present
Bank of America   December 2011 - February 2013
Bank of America   December 2010 - December 2011
Bank of America   August 2008 - December 2010
Bank of America   December 2006 - August 2008
Bank of America   December 2004 - December 2006
Wachovia Bank  June 2002 - December 2004

Skills
Management, Leadership, Banking, Sales, Operations Management, Process Optimization, Simplification, Finance, Relationship Management, Credit, Commercial Lending, Financial Services, CRM, Risk Management

Education
Boston University Questrom School of Business   2012 — 2015
Master of Business Administration (M.B.A.), Leadership & Organizational Transformation

University of North Carolina at Charlotte   2001 — 2004
Bachelor of Arts (B.A.), Political Science

Hector Dimaunahan Hector Dimaunahan Boston, Massachusetts Details
Hector Dimaunahan's Bank of America Experience January 2011 - July 2012
Job AIS Financial Reporting Manager at State Street
Industry Financial Services
Experience
State Street  October 2014 - Present
State Street  July 2013 - October 2014
State Street  July 2012 - July 2013
Bank of America   January 2011 - July 2012
SG Private Wealth Advisors, LLC   December 2010 - January 2011
Boston University Questrom School of Business  October 2007 - May 2010
Starbucks Coffee Company  February 2007 - May 2010
MIC Toi Rerehiko   March 2009 - May 2009

Skills
Auditing, Access, Microsoft Excel, IBM iSeries, Excel, AS400, PowerPoint, Word, Photoshop, Illustrator, Compliance, Financial Analysis, Financial Reporting, Private Equity, Teamwork, Customer Service, Microsoft Word

Education
Boston University Questrom School of Business   2006 — 2010
Bachelor's Degree, Business Administration (Concentration in Finance & Law)

Phillip Gross Phillip Gross Greater Detroit Area Details
Phillip Gross's Bank of America Experience September 2005 - December 2007
Job Digital Account Supervisor at McCann
Industry Marketing and Advertising
Experience
McCann  November 2014 - Present
McCann  July 2014 - October 2014
McCann  August 2013 - June 2014
McCann  August 2012 - July 2013
Saints & Scissors Salon   June 2008 - August 2012
Bank of America   September 2005 - December 2007

Skills
Spanish, Sales, Relationship Management, Marketing, Account Management, New Business Development, Digital Marketing, Social Media, Email Marketing, Business Development, Marketing Strategy, Lead Generation, Social Media Marketing, Banking, Online Advertising, Advertising, Customer Service, Market Research, Entrepreneurship, Management

Education
Boston University Questrom School of Business   2001 — 2005
Bachelor’s Degree, Marketing & International Business

John Linthicum John Linthicum Greater New York City Area Details
John Linthicum's Bank of America Experience April 2008 - June 2009
Job SVP Senior Director; Sales Analysis and Performance Management at Capital One
Industry Banking
Experience
Capital One  August 2014 - Present
Capital One  April 2013 - August 2014
Capital One  August 2012 - March 2013
Capital One  July 2009 - August 2012
Bank of America   April 2008 - June 2009
Bank of America   April 2006 - March 2008
Bank of America   June 2005 - April 2006
Bank of America   June 2004 - June 2005
Bank of America   June 2003 - June 2004
Bank of America   1997 - 1997

Skills
Sales Performance, Sales Process, Business Strategy, Market Analysis, Strategic Prospecting, Sales Analysis, Information Management, Customer Segmentation..., Scorecard Management, Goal Setting, Commercial Banking, Middle Market, Performance Metrics, Metrics Reporting, Project Management, Financial Analysis, Financial Reporting, Cross-functional Team..., Credit Analysis, Loans, Analysis, Forecasting, Banking, Business Analysis, Risk Management, Strategy, Management

Education
Boston University - School of Management   2007 — 2010
MBA, Finance & Strategy and Business Analysis, High Honors

University of Delaware - Lerner College of Business and Economics   1999 — 2003
BS, Finance (major), Economics (minor), Spanish (certificate), Magna Cum Laude

Centennial High School   1996 — 1999

Sheryl Stewart, PMP Sheryl Stewart, PMP Greater Boston Area Details
Sheryl Stewart, PMP's Bank of America Experience April 2011 - Present
Job Sr. Technology Project Manager at Bank of America
Industry Banking
Experience
Bank of America   April 2011 - Present
Bank of America   April 2008 - December 2010
Bank of America   August 2004 - March 2008
Fleet National Bank  1999 - 2004
BankBoston  1996 - 1999
Bank of Boston  1985 - 1996

Skills
PMP, SDLC, PMO, Vendor Management, Business Analysis, Project Portfolio..., Project Planning

Education
Boston University Questrom School of Business
MBA, Finance

Tufts University
M.A., French Literature

University at Albany, SUNY
B.A., French, Spanish

Marina Mehrtens Marina Mehrtens Greater Boston Area Details
Marina Mehrtens's Bank of America Experience June 2013 - August 2013
Job Advisory Associate at PwC
Industry Marketing and Advertising
Experience
PwC  August 2015 - Present
The TJX Companies, Inc.   May 2014 - August 2014
Bank of America   June 2013 - August 2013
ReachScale   September 2012 - May 2013
Boston University Urban Business Accelerator  May 2012 - August 2012
Cambridge Tailors   March 2012 - April 2012

Skills
Event Planning, Public Speaking, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Project Management, Outdoor Education, Leadership, Editing, Teamwork, Analysis, Training, Management

Education
Boston University Questrom School of Business   2011 — 2015
Bachelor of Science in Business Administration, Business - Management

Posse Foundation   2011 — 2015

Harvard Business School
Summer Venture in Management Program

Scott Klebanoff Scott Klebanoff Greater Boston Area Details
Scott Klebanoff's Bank of America Experience February 2008 - September 2010
Job ABL Relationship Manager / Credit Analyst
Industry Banking
Experience
Wells Fargo Capital Finance  July 2015 - Present
Salus Capital Partners  June 2013 - July 2015
IBM  May 2012 - August 2012
Merrill Lynch  September 2010 - July 2011
Bank of America   February 2008 - September 2010
Morgan Stanley  August 2007 - December 2007
Procter & Gamble  June 2003 - August 2006

Skills
Financial Modeling, Investments, Leadership, Financial Analysis, Mergers & Acquisitions, Analysis, Strategy, Finance, Private Equity, Venture Capital, Hedge Funds, Emerging Markets, Entrepreneurship, Management, Portfolio Management

Education
Boston University Graduate School of Management   2011 — 2013
MBA, Finance

Yale University   2003 — 2007
Bachelor's, Psychology

Jeff Constantineau Jeff Constantineau Charlotte, North Carolina Details
Jeff Constantineau's Bank of America Experience August 2014 - Present
Job SVP, Home Equity Product Management at Bank of America
Industry Banking
Experience
Bank of America   August 2014 - Present
Bank of America   April 2013 - July 2014
Bank of America   June 2011 - March 2013
State Street  September 2006 - June 2011
TD Ameritrade  April 2006 - September 2006

Skills
Management Consulting, Strategy Development, Business Modeling, Investments, Derivatives, Investment Advisory, Financial Planning, Financial Analysis, Financial Markets, Microsoft Office 2003, Microsoft Office 2007, Financial Accounting, GAAP, Siebel, Financial Modeling, Retail Banking, Banking, Lean Initiatives, project management, Financial Reporting, Credit, Risk Management, Fixed Income, Mutual Funds, Investment Strategies, Credit Analysis, Credit Risk, Economics, Mortgage Lending, Operational Risk..., Loans, Competitive Analysis, Financial Services, Equities

Education
Boston University Graduate School of Management   2008 — 2011
MBA, Finance, General

Manhattan College   2001 — 2005
B.A., Political Science, Religious Studies

Luke G. Meekins Luke G. Meekins Boston, Massachusetts Details
Luke G. Meekins's Bank of America Experience January 1995 - November 2004
Job Owner and Managing Director at FleetStar Financial
Industry Financial Services
Experience
FleetStar Financial   November 2004 - Present
Bank of America   January 1995 - November 2004
New York Life Insurance Company  May 1993 - January 1995

Skills
Wealth Management, Financial Services, Retirement Planning, Estate Planning, Life Insurance, Disability Insurance, Long-term Care, Social Security, Fixed Annuities, Indexed Annuities

Education
Boston University Graduate School of Management   1996 — 2002
Master of Business Administration (MBA), Concentration in Finance

University of Massachusetts, Amherst   1989 — 1993
Bachelor of Arts (B.A.), Political Science

Dean Fisher Dean Fisher Baltimore, Maryland Area Details
Dean Fisher's Bank of America Experience 1988 - 1997
Job at Dean Fisher Consulting, LLC
Industry Business Supplies and Equipment
Experience
Dean Fisher Consulting, LLC   2010 - Present
Algeco Scotsman  2000 - 2010
Visa  1997 - 2000
Bank of America   1988 - 1997
Maryland National Bank (NationsBank acquisition)   1986 - 1988
Toledo Trust Co   1980 - 1986

Education
University of Toledo College of Law   1971 — 1974
JD

Boston University Questrom School of Business   1968 — 1970
MBA, Finance

University of Toledo   1964 — 1968
BS, Chemistry

Keith Rong Keith Rong Greater Boston Area Details
Keith Rong's Bank of America Experience October 2012 - June 2013
Job Sales Support at ARCHIBUS, Inc.
Industry Marketing and Advertising
Experience
ARCHIBUS, Inc.   November 2013 - Present
Bank of America   October 2012 - June 2013
Verizon Wireless  October 2011 - October 2012
CVS Pharmacy  June 2010 - September 2010
MIT Enterprise Forum of Cambridge  June 2010 - August 2010
Boston University Chinese Students Association Executive Board   September 2007 - June 2010
Boston University School of Law  June 2009 - August 2009
Boston University  September 2008 - June 2009
iABLE Institute   June 2008 - August 2008
Staples  June 2007 - September 2007

Skills
Social Media Marketing, Facebook, Social Media, Market Research, PowerPoint, Marketing Strategy, Salesforce.com, Microsoft Excel, Customer Retention, Event Planning, Microsoft Office, Marketing, Sales, Public Relations, Email Marketing, E-commerce, Entrepreneurship

Education
Boston University - School of Management   2007 — 2011
Bachelor of Science, Business Administration and Management; Marketing ACTIVITIES/HONORS

Boston University Questrom School of Business   2007 — 2011
Bachelor of Science in Business Administration, Marketing

Jeff Pickholtz Jeff Pickholtz Greater Philadelphia Area Details
Jeff Pickholtz's Bank of America Experience June 1981 - September 1983
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  August 2000 - Present
Phoenix Investment Partners  August 1992 - August 2000
Pratt & Whitney  January 1985 - August 1992
Bank of America   June 1981 - September 1983

Skills
SDLC, Business Analysis, SQL, Agile Methodologies, IT Management, DB2, IT Strategy, Process Improvement, Data Modeling, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture

Education
Boston University Questrom School of Business   1983 — 1985
MBA

Rutgers University-New Brunswick   1977 — 1981
BA

Sharon Dziesietnik Sharon Dziesietnik San Francisco Bay Area Details
Sharon Dziesietnik's Bank of America Experience May 2006 - July 2007
Job Director of Customer Operations at Brilliant Earth
Industry Marketing and Advertising
Experience
Brilliant Earth  March 2015 - Present
Brilliant Earth  October 2012 - Present
Naehas, Inc.   July 2009 - October 2012
Bank of America   May 2006 - July 2007
C.E. Unterberg, Towbin   May 2005 - August 2005
Electronics for Imaging  May 2004 - August 2004

Skills
Six Sigma, HTML, Microsoft Excel, Business Analysis, Project Management, Data Analysis, Financial Analysis, Product Management, Salesforce.com, Management, Strategic Planning, Business Strategy, Analysis, PowerPoint, Leadership, Competitive Analysis

Education
Tulane University - A.B. Freeman School of Business   2007 — 2009
MBA, Marketing

Boston University Questrom School of Business   2002 — 2006
BS in Business Administration, Marketing, Operations Management

Joe Zeibert Joe Zeibert Charlotte, North Carolina Area Details
Joe Zeibert's Bank of America Experience November 2013 - Present
Job SVP Pricing Strategy at Bank of America
Industry Banking
Experience
Bank of America   November 2013 - Present
Bank of America   July 2012 - November 2013
Bank of America   June 2011 - July 2012
Bank of America   July 2010 - June 2011
Bank of America   June 2009 - July 2010
Boston University  September 2007 - May 2009
Bank of America   June 2008 - August 2008
M.X. Data, Inc   June 2004 - June 2007
Plaid Enterprises  2003 - 2004

Skills
Management Consulting, Strategic Planning, Six Sigma, International Project..., Global Business..., Executive Communications, Business Strategy, Investor Relations, Customer Negotiations, Basel II, Basel III, Strategic Analysis, Team Management, Vision Creation, SAS, Excel, Financial Modeling, Loss Forecasting, Credit Risk, Credit Cards, Mortgage, Home Equity, Deposits, Statistics, Economics, Consumer Behavior, Technical Architecture, Training & Development, Risk Mitigation, Information Architecture, Strategic Leadership, Segmentation, Photoshop, PowerPoint, Working Capital..., Forecasting, Risk Management, Analysis, Leadership, Negotiation, Analytics, Business Analysis, Competitive Analysis, E-commerce, Mortgage Lending

Education
BOSTON UNIVERSITY GRADUATE SCHOOL OF MANAGEMENT   2007 — 2009
MBA and Master of Science (MS) dual

Boston University - School of Management   2007 — 2009
MS-MBA

Emory University   2000 — 2004
Bachelor

Emory University - Goizueta Business School   2000 — 2004
Business

Winston Churchill   1996 — 2000

Cliff Colville Cliff Colville Portland, Maine Area Details
Cliff Colville's Bank of America Experience 2004 - September 2009
Job Sr. Project Manager at TD Bank / Sapphire Technologies
Industry Banking
Experience
TD Bank / Sapphire Technologies   April 2010 - Present
Bank of America   2004 - September 2009
Paychex  January 2002 - November 2004
Unum Life Insurance  1980 - 2000

Education
University of Maine   1976 — 1980

Boston University Questrom School of Business
Certificate of Project Management

Joe Sergienko Joe Sergienko Washington D.C. Metro Area Details
Joe Sergienko's Bank of America Experience 2004 - 2005
Job Senior Principal at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC  March 2013 - Present
State Street Corporation  July 2010 - March 2013
State Street Corporation  June 2007 - February 2011
State Street Corporation  June 2006 - June 2007
Bank of America   2004 - 2005
state street  2000 - 2004

Skills
Basel II, AML, Strategy, Financial Risk, Risk Management, Legal Issues, Credit Risk, Fixed Income, Mutual Funds, Banking, Bloomberg, Securities

Education
Boston University - School of Management   2007 — 2009
MBA, Finance and Strategy Concentrations

Northeastern University   2005 — 2006
Bachelor of Science, Organizational Leadership

John Lacy John Lacy Greater New York City Area Details
John Lacy's Bank of America Experience September 2006 - May 2007
Job Leveraged Finance Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  July 2012 - Present
Bank of America Merrill Lynch  May 2011 - June 2012
Bank of America Merrill Lynch  July 2010 - May 2011
Bank of America Merrill Lynch  May 2007 - June 2010
Bank of America   September 2006 - May 2007

Skills
Leveraged Finance, Debt, Financial Modeling, Valuation, High Yield, Energy, Investment Banking, Credit Analysis, LBO, M&A due diligence, Legal Documentation, Series 63, Series 79, Capital Markets, Bloomberg, High Yield Bonds, Fixed Income

Education
Boston University - School of Management   2002 — 2006
Bachelor of Science (B.S.), Business Administration

Tom Comparetto Tom Comparetto Washington, District Of Columbia Details
Tom Comparetto's Bank of America Experience April 2011 - May 2013
Job VP; Marketing Strategy Research and Analytics Manager at Salem Five Bank
Industry Information Services
Experience
Bloomberg BNA  September 2015 - Present
Salem Five Bank  May 2013 - August 2015
Bank of America   April 2011 - May 2013
Bank of America   August 2006 - April 2011
Bank of America   August 2004 - August 2006

Skills
Business Intelligence, Business Analysis, Market Research, Forecasting, Integration, Customer Insight, Marketing Research, Segmentation, Consumer Insights, Business Process Design, Business Process..., Data Preparation, Data Mining, SQL, SAS, Business Analytics, Dashboarding, Statistics, Data Acquisition, Microsoft SQL Server, VBA, Presentations, Information Management, Microsoft Excel, Microsoft Access, SPSS, Minitab, Marketing Strategy

Education
Boston University - School of Management   2006 — 2009
MBA, Marketing, International Management, Strategy & Business Analysis

Providence College   1997 — 2001
BA, Psychology

Joshua Nathanson Joshua Nathanson Greater New York City Area Details
Joshua Nathanson's Bank of America Experience September 2009 - March 2012
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York  April 2013 - Present
Bank of America   September 2009 - March 2012
Weston Capital   July 2007 - December 2008
ABN AMRO  November 2004 - July 2007
HSBC Securities  March 2004 - November 2004
Barclays Capital  December 1998 - March 2004
Merrill Lynch  August 1993 - July 1996

Skills
Series 7 (expired), Series 63 (expired), Alternative Investments, Capital Markets, Credit Risk, Market Risk, Risk Management, Structured Products, Operational Risk..., Microsoft Office, Bloomberg Terminal, Software Development, Objective-C, iOS, Unix, C++, VBA, Spanish, Hebrew, Equities, Fixed Income, Foreign Exchange, Commodity Markets, Series 63, Series 7

Education
Cornell University - S.C. Johnson Graduate School of Management
MBA, Financial Engineering

Boston University - School of Management
Bachelor of Science (BS), Business Administration

Boston University - College of Liberal Arts
Bachelor of Arts (B.A.), Computer Science, cum laude

Ramaz

Brian Daves, CPA Brian Daves, CPA Charlotte, North Carolina Area Details
Brian Daves, CPA's Bank of America Experience July 2012 - Present
Job VP/Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America   July 2012 - Present
Bank of America   September 2007 - July 2012
Bank of America   October 2004 - September 2007
Bank of America   September 1997 - October 2004
Children's Hospital  1994 - 1997
SRA International, Inc.   1992 - 1994
Telesphere Communications, Inc.   1991 - 1992

Skills
Financial Analysis, Financial Reporting, Banking, Financial Modeling, Strategic Financial..., General Ledger, Forecasting, Financial Statements, Corporate Finance, Process Improvement, Finance, Financial Planning, Accounting

Education
Boston University Questrom School of Business
MBA

Brown University
BA

Catherine Lilly Catherine Lilly Greater Boston Area Details
Catherine Lilly's Bank of America Experience November 2005 - October 2012
Job Animal Welfare/Nonprofit Management
Industry Nonprofit Organization Management
Experience
Helping Animals Living Overseas (HALO)   July 2013 - Present
MSPCA-Angell  July 2010 - Present
Casa Isla   2008 - Present
Charles River Alleycats   2007 - Present
The Edinburg Center  June 1996 - Present
Bank of America   November 2005 - October 2012

Skills
Financial Analysis, Banking, Strategic Planning, Portfolio Management, Financial Modeling, Risk Management, Credit Analysis, Nonprofits, Credit, Finance, Event Planning, Fundraising, Investments, Management, Financial Services, Leadership, Non-profits, Strategy, Public Speaking, Marketing, Commercial Lending, Mergers & Acquisitions, Project Management, Commercial Banking, Social Media, Program Management

Education
Boston University - School of Management   1988 — 1990
Master of Business Administration (MBA), Non-Profit Management

Wesleyan University   1982 — 1986
Bachelor of Arts (B.A.), English Language and Literature, General

Richard Ryffel Richard Ryffel Saint Louis, Missouri Details
Richard Ryffel's Bank of America Experience March 2002 - February 2008
Job Senior Lecturer at Olin School of Business
Industry Financial Services
Experience
Washington University in St. Louis - Olin Graduate School of Business   April 2015 - Present
J.P. Morgan - Private Bank   July 2012 - April 2015
Saint Louis University  January 2012 - April 2015
Webster University  January 2010 - April 2015
Beyond Housing  January 2000 - January 2014
Edward Jones  February 2008 - July 2012
Bank of America   March 2002 - February 2008
A.G. Edwards   1990 - 2002
IBM  1984 - 1990

Skills
Financial Advisory, Investment Banking, Public Finance, Financial Modeling, Capital Markets, Portfolio Management, Corporate Finance, Investments, Fixed Income, Securities, Bonds, Due Diligence, Mergers & Acquisitions, Finance, Valuation, Economics, Investment Management, Strategic Financial..., Investment Strategies, Hedge Funds, Financial Analysis, Financial Services, Policy, Investment Advisory, Financial Structuring, Private Equity, Alternative Investments, Asset Allocation, Credit Analysis, Derivatives, Financial Markets, Structured Finance, Financial Planning

Education
Boston University Questrom School of Business   1987 — 1989
MBA, Finance

Tufts University   1981 — 1984
BS, Mechanical Engineering

University of Connecticut   1980 — 1981

Roger Ludlowe   1976 — 1980

Jeffrey Schupak Jeffrey Schupak New York, New York Details
Jeffrey Schupak's Bank of America Experience October 2006 - June 2008
Job Bank Debt Product Specialist
Industry Financial Services
Experience
Davidson Kempner Capital Management  June 2008 - Present
Bank of America   October 2006 - June 2008
PwC  August 2004 - October 2006

Education
Boston University - School of Management   2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General

Deborah Heyman Deborah Heyman Greater Atlanta Area Details
Deborah Heyman's Bank of America Experience 1996 - 1997
Job Financial Planning & Analysis Manager
Industry Logistics and Supply Chain
Experience
Industrial Cohesion Systems   2013 - 2014
Peregrine Semiconductor Systems   2007 - 2012
AT&T Wireless  2006 - 2007
HSBC  2002 - 2006
Disneyland Resort  1999 - 2000
Conexant  1997 - 1999
Bank of America   1996 - 1997
Cushman & Wakefield  1990 - 1994

Skills
Forecasting, Financial Modeling, Financial Analysis, Sarbanes-Oxley Act, Process Improvement, Financial Reporting, Finance, Accounting, Internal Controls, Business Analysis, Analysis, Cross-functional Team..., Budgets, Variance Analysis, Due Diligence, Auditing, Business Strategy, Risk Management, Access, Data Analysis, Business Process..., Project Management, Capital Budgeting, Leadership, Strategic Financial..., Corporate Finance, Management, Strategic Planning, Hyperion, Strategy, Consolidation, Cash Flow, Financial Accounting, Budgeting, Financial Planning

Education
Boston University Questrom School of Business   1994 — 1996
Master of Business Administration (M.B.A.), Corporate Finance

Hood College   1986 — 1990
Bachelor’s Degree, Economics/Business Management

Artemis Ghaneh Blair Artemis Ghaneh Blair Greater Boston Area Details
Artemis Ghaneh Blair's Bank of America Experience June 2003 - December 2004
Job Marketing Professional
Industry Marketing and Advertising
Experience
Simetra Marketing   May 2008 - Present
Bridger Commercial Funding  September 2006 - October 2008
Expert Communications, Inc.   January 2005 - April 2006
Bank of America   June 2003 - December 2004
Digitas  August 2002 - June 2003
Fidelity Investments  May 1997 - August 2002

Skills
Direct Marketing, Marketing, Marketing Strategy, Marketing Communications, Strategic Planning, Email Marketing, Online Advertising, Direct Mail, Analysis, Social Media, Contract Negotiation, Interactive Marketing

Education
Boston University - Graduate School of Management   2000 — 2005
MBA, Masters of Business Administration

University of Massachusetts, Amherst   1993 — 1997
BBA, Finance

Lauren (Sherrard) Azizian Lauren (Sherrard) Azizian New York, New York Details
Lauren (Sherrard) Azizian's Bank of America Experience November 2012 - Present
Job Client Manager, Vice President at Bank of America
Industry Banking
Experience
Bank of America   November 2012 - Present
Citibank  July 2008 - November 2012
UBS Investment Bank  June 2007 - August 2007
UBS Investment Bank  June 2006 - August 2006

Skills
Credit Analysis, Portfolio Management, Commercial Banking, Commercial Lending, Financial Analysis, Due Diligence, Business Relationship..., Finance, Trade Finance, Underwriting, Retail Banking, Financial Services, Investments, Financial Risk, Cash Management, Asset Managment, Strategic Financial..., Relationship Management, Risk Management, Capital Markets, Loan Origination, Asset Management

Education
New York University - Leonard N. Stern School of Business   2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services

Boston University - School of Management   2004 — 2008
BA, Finance, Marketing

Jason Karmelek Jason Karmelek Greater Boston Area Details
Jason Karmelek's Bank of America Experience October 2014 - Present
Job VP, Product Manager at Bank of America
Industry Banking
Experience
Bank of America   October 2014 - Present
Bank of America   May 2009 - October 2014
Bank of America   January 2008 - May 2009
Bank of America   September 2006 - January 2008
Bank of America   September 2004 - September 2006
Eaton Vance  March 2001 - September 2004

Skills
Investments, Wealth Management, Banking, Credit, Derivatives, Financial Modeling, Asset Managment, Mortgage Lending, Financial Analysis, Risk Management, Fixed Income, Finance, Strategic Financial..., Portfolio Management, Valuation, Series 7, Securities, Financial Services, Loans

Education
Suffolk University   2010 — 2014
Doctor of Law (JD), Banking and Financial Services Concentration with Distinction, 3.0

Boston University - School of Management   2005 — 2007
Master of Business Administration (MBA), Business Strategy & Analytics

University of Rhode Island - College of Business Administration   1996 — 2000
BA, Finance

Vincenzo Stuto Vincenzo Stuto Greater Boston Area Details
Vincenzo Stuto's Bank of America Experience August 2006 - September 2008
Job Vice President at Santander Investment Services
Industry Investment Management
Experience
Santander Investment Services  August 2010 - Present
Merrill Lynch  September 2008 - July 2010
Bank of America   August 2006 - September 2008
Citizens Bank  July 2002 - August 2006

Skills
Retirement Planning, Estate Planning, Series 7, Managed Futures, Executive Compensation..., Series 66, Series 31, Tax-Efficient Strategies, Corporate Retirement...

Education
Boston University   2000 — 2004
Bachelor of Arts, International Finance

Malden Catholic   1996 — 2000
High School Diploma

Jake Maliel Jake Maliel Greater Boston Area Details
Jake Maliel's Bank of America Experience May 2008 - Present
Job VP Transaction Manager at Bank of America
Industry Real Estate
Experience
Bank of America   May 2008 - Present
PricewaterhouseCoopers  2003 - 2006

Education
Boston University Questrom School of Business
BA, Accounting

Boston University Questrom School of Business
BA, Finance

University of Wisconsin-Madison
MBA, Real Estate Finance and Urban Land Economics

Andrew Delker Andrew Delker Waltham, Massachusetts Details
Andrew Delker's Bank of America Experience January 2010 - Present
Job S.V.P Group Operations Manager; Bank of America
Industry Banking
Experience
Bank of America   January 2010 - Present
Bank of America   January 2007 - January 2010
Bank of America   June 2005 - January 2007

Skills
Six Sigma, Process Engineering, Operations Management, Excel, Lean Manufacturing, Business Strategy, Banking, Customer Relations, Process Improvement, Operational Risk, Strategic Planning, DMAIC, PowerPoint, Visio, Business Process..., Access, Forecasting, Microsoft Excel, Vendor Management, Risk Management, Team Management, Operational Risk..., Cross-functional Team..., Operational Excellence, Customer Service

Education
Boston University - School of Management   2001 — 2005
Bachelor of Business Administration (B.B.A.), Operations and Technology Mgmt

Boston University - School of Management   2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

Ari Georgitsis Ari Georgitsis Greater Boston Area Details
Ari Georgitsis's Bank of America Experience 2003 - 2005
Job Service Quality Assurance Officer at Sovereign Bank/Santander
Industry Banking
Experience
Sovereign Bank/Santander  September 2011 - Present
Sovereign Bank  October 2008 - October 2011
Bank of America   2003 - 2005

Skills
Banking

Education
Boston University - School of Management   1991 — 1995
Bachelor of Science, Finance/International Mgmt

David Shimberg, MBCI, CBCP David Shimberg, MBCI, CBCP Charlotte, North Carolina Area Details
David Shimberg, MBCI, CBCP's Bank of America Experience April 2012 - December 2012
Job Business Continuity Coordinator for IT Risk at CIT
Industry Information Technology and Services
Experience
CIT  July 2014 - Present
Disaster Resource Guide   June 2011 - Present
Contingency Planning Association of the Carolinas   January 2014 - Present
Forsythe Solutions Group  January 2013 - June 2014
Contingency Planning Association of the Carolinas   November 1999 - January 2014
Bank of America   April 2012 - December 2012
Premier, Inc.   November 2003 - February 2012
Charlotte-Mecklenburg All Hazards Advisory Committee -AHAC   2006 - 2010
Contingency Planning & OutSourcing   February 2003 - October 2003
Bank of America   May 1996 - November 2002

Skills
Business Continuity..., Disaster Recovery, Crisis Management, Risk Assessment, Emergency Services, Business Continuity, Emergency Management, Process Improvement, Risk Management, Exercises, Program Management, Contingency Planning, Project Planning, Leadership, Team Leadership, Training, Security, Enterprise Risk..., Incident Management, Information Security..., Six Sigma, Cross-functional Team..., Vendor Management, Management, Nonprofits, Outsourcing, Strategic Planning, Change Management, Business Analysis, Governance, Team Building, Government, Disaster Response, Strategy, IT Management, Software Documentation, Information Technology, Healthcare, IT Strategy, Policy, Networking, Business Process..., Healthcare Information..., Executive Management, HIPAA, Information Security, Consulting, SDLC

Education
Northeastern University - Graduate School of Business Administration   1978 — 1979
Health Care Administration

Boston University Questrom School of Business   1967 — 1971
BS, Management, Behavioral Science

The Hun School   1963 — 1967
HS

David Bronstein David Bronstein Greater Boston Area Details
David Bronstein's Bank of America Experience April 2004 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America   April 2004 - Present
Fleet Bank  1998 - 2004
Fleet Financial  1998 - 2004
FleetBoston Financial  1998 - 2004

Education
Boston University - School of Management   1991 — 1994
Master of Business Administration (MBA), General MBA

University of Rochester   1979 — 1983
BA, economics

Kumud Anand Kumud Anand Greater Boston Area Details
Kumud Anand's Bank of America Experience December 2005 - September 2006
Job AVP, Analyst at Acadian Asset Management
Industry Financial Services
Experience
Acadian Asset Management  June 2014 - Present
Acadian Asset Management  July 2012 - Present
Acadian Asset Management  January 2012 - Present
Acadian Asset Management  December 2007 - Present
Acadian Asset Management  October 2006 - Present
Bank of America   December 2005 - September 2006
Bank of America   October 2004 - November 2005
Navigator Mortgage Inc   May 2003 - April 2004
Mortgage Master  May 2002 - December 2002

Education
Boston University Graduate School of Management   2008 — 2011
MBA, Finance

University of Massachusetts Boston   2000 — 2004
Bachelors of Arts, Finance

Don Shin Don Shin Orange County, California Area Details
Don Shin's Bank of America Experience December 2009 - July 2012
Job Systems Engineer at Capital Group
Industry Financial Services
Experience
Capital Group  July 2012 - Present
Bank of America   December 2009 - July 2012
Capital Group  November 2005 - December 2009
First Data Corporation  June 2001 - November 2005

Skills
Servers, Visio, Windows, Data Center, Active Directory, IT Management, Virtualization

Education
Boston University - School of Management
Bachelor of Science, Finance, General

Ed Ecclestone Ed Ecclestone Greater Boston Area Details
Ed Ecclestone's Bank of America Experience 2004 - 2006
Job Retired Financial Services Executive
Industry Banking
Experience
Retired  January 2013 - Present
Citizens Bank  May 2011 - January 2013
TD Bank  November 2009 - May 2011
TD Banknorth  April 2008 - November 2009
BenchMark Consulting International  February 2007 - March 2008
Bank of America   2004 - 2006
Fleet Bank  1991 - 2004

Skills
Credit, Loans, Commercial Banking, Management, Small Business Lending, Portfolio Management, Financial Risk, Business Analysis, Retail Banking, Process Improvement, Financial Analysis, Relationship Management, Underwriting, Credit Risk, Credit Analysis, Vendor Management, Change Management, Project Management

Education
Boston University Questrom School of Business   1973 — 1976
MBA, Finance

Tufts University   1967 — 1971
BA, History

Helio Almeida, MBA Helio Almeida, MBA Greater Boston Area Details
Helio Almeida, MBA's Bank of America Experience 2005 - 2009
Job Account Manager / Product Specialist at SunGard | Boston University MBA
Industry Financial Services
Experience
SunGard  October 2013 - Present
SunGard  January 2012 - October 2013
Caritas Collective   2009 - 2009
Bank of America   2005 - 2009
Ameriprise Financial  2000 - 2005
American Express Financial Advisors  2000 - 2005

Skills
Investments, Strategic Financial..., Financial Services, Management Consulting, Wealth Management, Series 7, Mutual Funds, Retirement Planning, Asset Managment, Securities, Asset Allocation, Fixed Income, Financial Modeling, Banking, Financial Advisory, Portfolio Management, Business Analysis, CRM, Leadership, Asset Management, Investment Management, Insurance, Equities, Risk Management

Education
Boston University - School of Management   2007 — 2010
MBA

University of Massachusetts Boston   1994 — 2000
BS Management, Marketing

Cambridge Rindge & Latin School   1990 — 1994

Yvonne Harding Yvonne Harding Greater New York City Area Details
Yvonne Harding's Bank of America Experience August 2013 - February 2015
Job Sales Manager Home Lending
Industry Banking
Experience
Bethpage Federal Credit Union  March 2015 - Present
Bank of America   August 2013 - February 2015
JP Morgan Chase  2006 - July 2013
JPMorgan Chase  April 2003 - December 2005

Skills
Banking, Credit, FHA, Credit Analysis, First Time Home Buyers, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Negotiation, Real Estate, Refinance, Residential Mortgages, Sales, Strategic Planning

Education
NYU Stern School of Business   1994 — 1998
Master of Business Administration (MBA), Marketing, Management, International Business

Boston University
Bachelor of Science, Public Relations

Donald McQueen Donald McQueen Providence, Rhode Island Area Details
Donald McQueen's Bank of America Experience January 2008 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America   January 2008 - Present
Bank Rhode Island  January 1996 - January 2006

Skills
Banking, Credit, Loans, Credit Analysis, Risk Management, Mortgage Lending, Financial Risk, Financial Analysis, Financial Modeling

Education
Boston University Questrom School of Business   1980 — 1982
MBA, Finance and Accounting

Dartmouth College   1974 — 1978
AB, Economics

Kris Rovelli Kris Rovelli Greater Boston Area Details
Kris Rovelli's Bank of America Experience April 2009 - Present
Job Vice President Investment Operations at Bank of America
Industry Financial Services
Experience
Bank of America   April 2009 - Present
State Street  July 2007 - February 2009
Investors Bank & Trust  September 1999 - July 2007

Skills
Risk Management, Management, Leadership, Corporate Actions, Operations Management, Investments, Finance, Financial Services, Equities, Fixed Income, Bloomberg, Operational Risk, Securities, Asset Management, Middle Office

Education
Boston University Questrom School of Business   1995 — 1999
BSBA, Finance

David Lu, CFA David Lu, CFA Greater Atlanta Area Details
David Lu, CFA's Bank of America Experience June 2013 - Present
Job Model Risk Management at Bank of America
Industry Capital Markets
Experience
Bank of America   June 2013 - Present
SunTrust Bank  November 2010 - June 2013
Freddie Mac  April 2005 - November 2010
Debt Exchange Inc   2003 - April 2005

Skills
Market Risk, Risk Management, Risk Modeling, Rates, Quantitative Finance, Structured Finance, Hedging, MBS, ALM, Derivatives, Fixed Income, Capital Markets, Interest Rate Risk..., Interest Rate...

Education
Boston University - School of Management   2001 — 2003
MBA

University of Auckland   1998 — 2001
Master of Commerce (Honours), Accounting and Finance

University of Auckland   1998 — 2001
Bachelor of Commerce (Honours), Accounting and Finance

Dalian University of Technology   1987 — 1991
BSc, Applied Physics

Lance Drummond Lance Drummond Charlotte, North Carolina Details
Lance Drummond's Bank of America Experience June 2007 - December 2008
Job Senior level business leader with multiindustry experience specializing strategic tranfsormation and execution
Industry Executive Office
Experience
TD Canada Trust  2011 - 2014
Fiserv  2009 - 2011
Bank of America   June 2007 - December 2008
Bank of America   January 2006 - June 2007
Bank of America   October 2003 - January 2007
Viewpointe  2003 - 2007
Bank of America   October 2002 - November 2003
Eastman Kodak  June 1976 - October 2002

Skills
Certified Green Belt, Change Management, Process Improvement, Strategic Planning, Banking, Management, Six Sigma, Strategy, Mergers & Acquisitions, Business Analysis, Leadership, E-commerce, Supply Chain, Financial Services, Executive Management, Project Management, Operations Management, Cross-functional Team..., Vendor Management, Business Process..., Product Management, Outsourcing, IT Strategy, Program Management, Supply Chain Management, Business Strategy, Team Leadership, Leadership Development, Payments, Retail, Enterprise Software, Employee Engagement, Portfolio Management, Human Resources, Credit, Coaching, Organizational..., Marketing, Mobile Devices, Risk Management, Performance Management, Talent Management, Governance, Team Building

Education
Boston University Questrom School of Business
BSBA

Massachusetts Institute of Technology - Sloan School of Management
MS

University of Rochester - Simon Business School
MBA

Gaurav Malhotra Gaurav Malhotra Charlotte, North Carolina Details
Gaurav Malhotra's Bank of America Experience March 2015 - Present
Job Liquidity Risk Oversight Executive, Bank of America
Industry Financial Services
Experience
Bank of America   March 2015 - Present
Discover Financial Services  May 2012 - March 2015
Discover Financial Services  September 2009 - June 2012
Capital One  September 2006 - September 2009
Capital One  September 2003 - August 2006
Signatron Technology Corporation   March 2002 - May 2003
IT Start-up in London, UK   April 2000 - July 2001
Unilever Plc (Hindustan Lever Limited)   August 1998 - March 2000
Motorola, UK   June 1996 - May 1997

Skills
Essbase, Financial Modeling, ALM, Risk Management, Strategy, Valuation, Banking, Finance, Financial Analysis, Bloomberg, Credit, Financial Risk, Financial Services, Forecasting, Management

Education
Boston University - School of Management   2001 — 2003
MBA, Finance

Boston University Questrom School of Business   2001 — 2003
MS, Managment Information Systems

Indian Institute of Management, Ahmedabad   1999 — 1999
Business Education Program, General Management

Newcastle School of Engineering   1994 — 1998
B.Engg. Telecommunications & Electronics Engineering

Delhi Public School - R. K. Puram   1982 — 1994
High School, High School

Amy Iman Moy Amy Iman Moy Greater Boston Area Details
Amy Iman Moy's Bank of America Experience February 2001 - February 2008
Job Business Banking Client Services Specialist at Belmont Savings Bank
Industry Banking
Experience
BELMONT SAVINGS BANK  May 2015 - Present
RTN Federal Credit Union  September 2011 - May 2015
Century Bank  June 2010 - July 2011
First Trade Union Bank/ Radius Bank   June 2009 - July 2010
Bank of America   February 2001 - February 2008
Fleet Bank and BankBoston   June 1997 - February 2001
BayBanks  October 1995 - June 1997
Brookline Bank  1995 - 1997
Brookline Bank  1995 - 1997

Skills
Deposit Operations, Loan Operations, Cash Management...

Education
Boston University   1985 — 1989
BS, Business Administration

Cambridge College

Lisa Stavro Lisa Stavro Greater Los Angeles Area Details
Lisa Stavro's Bank of America Experience 1993 - 2000
Job Sr. Vice President Loan Team Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  November 2013 - Present
U.S. Bank Commercial Banking Group   August 2010 - November 2013
First Bank, Commercial Banking   July 2009 - July 2010
Cardinal Americas Fund   July 2008 - February 2009
GE Capital  2003 - 2005
Unique Investment Corporation   2000 - 2003
Bank of America   1993 - 2000
Citicorp  1989 - 1991

Skills
Private Equity, Commercial Lending, Loans, Leadership, Leveraged Finance, Asset Based Lending, Commercial Banking, Credit Analysis, Mutual Funds, Middle Market, Credit, Lines Of Credit

Education
Boston University Questrom School of Business   1984 — 1986
MBA, Finance

University of Southern California - Marshall School of Business   1978 — 1982
BS, Marketing

Yvel Joseph Yvel Joseph Greater Boston Area Details
Yvel Joseph's Bank of America Experience September 2006 - June 2008
Job Fitness & Sports Conditioning Coach at Performance Fitness & Training, LLC
Industry Health, Wellness and Fitness
Experience
Wolverine World Wide fka Stide Rite   2009 - Present
Performance Fitness & Training, LLC   June 2008 - Present
Reggie Lewis Track & Athletic Center   September 1997 - Present
Market America  2008 - January 2012
Bank of America   September 2006 - June 2008

Skills
Fitness Training, Fitness, Public Speaking, Strategic Planning, Coaching, Lifestyle, Team Building, Management, Entrepreneurship, Sales, Wellness, Leadership, Personal Training, Event Planning, Marketing, Community Outreach, Healthcare, Customer Service, Sports, Athletics, CRM, Teaching, Social Networking

Education
Jae Hun Kim Taekwon-do Institute   1997 — 2007
2nd Degree Black Belt, Certified Martial Artist

Boston University   2002 — 2004
MBA, International Business

Northeastern University   1990 — 1995
Bachelors of Science, Business: Finance/Int'l Business

Dickron Kherlopian Dickron Kherlopian Greater Boston Area Details
Dickron Kherlopian's Bank of America Experience September 2006 - June 2011
Job Sales Account Manager at EverQuote
Industry Banking
Experience
EverQuote  August 2015 - Present
Santander Bank, N.A.   February 2014 - July 2015
Santander Bank, N.A.   January 2013 - February 2014
Santander Bank, N.A.   December 2011 - January 2013
Santander Bank, N.A.   June 2011 - December 2011
Bank of America   September 2006 - June 2011

Skills
Leadership, Strategy, Business Development, Sales, Management, Customer Service, Six Sigma, Risk Management, Banking, Coaching, Microsoft Excel, Employee Training, Sales Operations, Retail Banking, Small Business Lending, Consumer Lending, Evaluation, Sales Process, Sales Presentations, Sales Management, Operations Management, Team Management, Marketing Strategy, Loans, Relationship Management, Portfolio Management, Commercial Banking

Education
Boston University - School of Management   2006 — 2008
Business Administration, Operations and Technology Management

Lasell College   2004 — 2006
Business Administration and Management, General, 3.43

Belmont High School

William McCarthy William McCarthy Greater Boston Area Details
William McCarthy's Bank of America Experience 2000 - 2001
Job President at CommTel
Industry Capital Markets
Experience
CommTel  January 2004 - Present
the production group   2001 - 2003
Bank of America   2000 - 2001
Bank of America   2000 - 2001
WMEX   1976 - 1984

Skills
Start-ups, New Business Development, Business Strategy, Mergers, Public Speaking, Sales, Strategy, Leadership, Contract Negotiation, Marketing Communications, Public Relations, Management, Online Advertising, Strategic Planning, Business Development, Social Media Marketing, Radio Broadcasting, Mergers & Acquisitions, Marketing Strategy, Business Planning, Entrepreneurship, Advertising, Negotiation, Marketing

Education
Boston University
Bachelor's Degree, Business

Wil Basnight Wil Basnight Charlotte, North Carolina Area Details
Wil Basnight's Bank of America Experience July 2014 - Present
Job Assistant Vice President, AnalystSystem Engineer at Bank of America
Industry Banking
Experience
Bank of America   July 2014 - Present
Bank of America   April 2012 - July 2014
Bank of America   May 2011 - April 2012
Bank of America   January 2006 - May 2011
SHPS, Inc  November 2000 - July 2002
International Data Group, Inc   December 1999 - October 2000
International Data Group, Inc   February 1998 - November 1999
North Carolina Army National Guard  January 1988 - January 1996

Skills
Analysis, Banking, Business Analysis, Coaching, Customer Service, DB2, Leadership, Loans, Management, Mortgage Lending, Process Improvement, Project Management, Requirements Analysis, Team Building, Team Leadership, Testing, Visio

Education
Boston University   2008 — 2010
Masters, Computer Information Science

Elizabeth City State University   1990 — 1993
Bachelors, Computer Information Science

Boston University
in Masters of Science, program; Computer and Information Science; Project Management

Elizabeth City State University
Bachelors of Science, Computer and Information Science

Linda Jodice Linda Jodice Greater Boston Area Details
Linda Jodice's Bank of America Experience April 2004 - March 2009
Job Relationship Manager
Industry Financial Services
Experience
Independent Contractor  March 2009 - Present
Bank of America   April 2004 - March 2009
Fleet Bank  February 1994 - March 2004
Shawmut Bank  June 1980 - March 1994

Skills
Leadership, Investments, Financial Services, CRM

Education
Boston University Questrom School of Business
BS, Business Administration

David Prolman David Prolman Greater San Diego Area Details
David Prolman's Bank of America Experience September 1976 - January 1987
Job Member & Managing Director at 3C Advisors; Board Member San Diego Bowl Game Association
Industry Management Consulting
Experience
3C Advisors   June 2013 - Present
2024 San Diego Olympic Exploratory Committee   April 2013 - Present
San Diego Bowl Game Association  March 1986 - Present
ABC Youth Foundation   February 2013 - April 2014
Prolman Associates   February 1987 - June 2013
Bank Of America   September 1976 - January 1987

Skills
Retail, Due Diligence, Start-ups, Capital, Debt Restructuring, Entrepreneurship, Financial Modeling, Bankruptcy, M&A experience, Financial Analysis, Acquisition Integration, Joint Ventures, Acquisitions, Financial Structuring, Leadership, Business Planning, SEC filings, Finance, Management Consulting, Capital Raising, Leveraged Finance, Structured Finance, Commercial Finance, Funding, Angel Investing, Asset Based Lending, Executive Management, Investment Banking, Treasury Management, Management, Strategy, Emerging Markets, Capital Markets, Corporate Governance, Commercial Lending, Board of Directors, Factoring, Venture Financing, Project Finance, Alternative Investments, Real Estate Economics, Forensic Accounting, LBO, Growth Capital, Commercial Mortgages, Business Transactions, Exit Strategies, Loans, Mergers & Acquisitions

Education
University of Southern California - Marshall School of Business   1976 — 1977
MBA

Boston University Questrom School of Business   1972 — 1976
BSBA, International economics

Lawrence Central Catholic   1968 — 1972

Baolu Korst Baolu Korst Greater Seattle Area Details
Baolu Korst's Bank of America Experience 1990 - 1996
Job Financial Controller at Polaris Payroll Consulting, Inc.
Industry Financial Services
Experience
Polaris Global Mobility  2010 - Present
Roth Hill Engineering Partners, LLC   2008 - 2010
Polaris Global Mobility  2006 - 2008
Berntson Porter & Company, PLLC   1998 - 2006
Envirotest Systems  1996 - 1998
Bank of America   1990 - 1996

Skills
Accounting, Payroll, Microsoft Excel, Account Reconciliation, QuickBooks, Financial Statements, Excel, Word, PowerPoint, Deltek, Peachtree, Mas 90, Finance, Process Improvement, Microsoft Office, Financial Accounting, Internal Controls, Outlook

Education
Boston University - School of Management   1988 — 1990
BSBA

Regis College   1986 — 1988

Alyson Graybill Alyson Graybill Greater Boston Area Details
Alyson Graybill's Bank of America Experience 2006 - 2007
Job VP, Branch Manager at Optima Bank & Trust
Industry Banking
Experience
Optima Bank & Trust  September 2009 - Present
Sovereign Bank  2007 - 2009
Bank of America   2006 - 2007
Bank of America   1999 - 2006
Bank of America   1997 - 1999
Bank of America   1996 - 1997
Bank of America   1994 - 1996

Skills
Business Development, Management, Banking, Sales, Marketing Strategy, Team Building, Portfolio Management, Loans, Project Management, Customer Service, Event Planning, Human Resources, Event Management, Nonprofits, Community Outreach, Teamwork, Retail Banking, Coaching

Education
Boston University Questrom School of Business   1999 — 2004
MBA, Strategic Management

University of New Hampshire -- Peter T. Paul College of Business and Economics   1988 — 1992
BS, Business Adminstration

Vincenzo Lombardo Vincenzo Lombardo Greater Boston Area Details
Vincenzo Lombardo's Bank of America Experience February 2014 - Present
Job Vice President; Market Leader at Bank of America
Industry Banking
Experience
Bank of America   February 2014 - Present
Bank of America   February 2013 - January 2014
Bank of America   August 2012 - January 2013
Bank of America   May 2012 - July 2012
Bank of America   September 2010 - April 2012
J.J Realty Trust   September 2009 - August 2010
MITRE  May 2006 - May 2009

Skills
Financial Analysis, Analysis, Risk Management, Forecasting, Budgets, Portfolio Management, Banking, Credit, Finance, Due Diligence, Commercial Banking, Financial Modeling, Data Analysis, Microsoft Office, Financial Reporting, Real Estate, Leadership, Loans, Commercial Lending, Investments, Financial Risk

Education
Northeastern University
Master of Business Administration (M.B.A.), Concentration in Investments

Boston University
B.A, Economics/Business Adminstration and Management, International Relations

Jesse Lambert Jesse Lambert Greater New York City Area Details
Jesse Lambert's Bank of America Experience June 2010 - April 2011
Job Business Intelligence Analyst at FanDuel Inc.
Industry Sports
Experience
FanDuel Inc.  May 2014 - Present
Pittsburgh Pirates  March 2013 - April 2014
Boston Financial Management, Inc.   October 2011 - June 2012
Team Chemist, LLC   March 2010 - April 2012
PSMHoops   September 2009 - April 2012
Bank of America   June 2010 - April 2011
Boston Bruins  December 2009 - May 2010
Hampshire House  May 2009 - January 2010
J.D Spicer & Co.   February 2009 - April 2009

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Marketing, Market Research, Customer Service, Social Media, Management, Business Analytics, Forecasting

Education
Carnegie Mellon University - Tepper School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics

Boston University Questrom School of Business   2006 — 2010
Bachelors, Finance and Operations

Boston University British Programs   2008 — 2008

Brookline High School   2002 — 2006

Kelly Guidi Kelly Guidi San Francisco Bay Area Details
Kelly Guidi's Bank of America Experience 1997 - 1998
Job Sales Data Analyst at Cisco
Industry Information Technology and Services
Experience
Cisco Systems, Inc.   March 2015 - Present
Bank of America   1997 - 1998
Bank of America   1995 - 1997
Bank of America   January 1993 - July 1995
Bank of America - Capital Markets Division   January 1991 - 1993
Cushner & Bloom, P.C.   1988 - 1990

Skills
Strategic Planning, Banking, Budgeting, Excel, Word, Microsoft Office, Research, Administration, Supervisory Skills, Public Relations, Event Management, Fundraising, Financial Analysis, Financial Modeling, Risk Management, Accounting, Business Analysis, Financial Reporting, Corporate Finance, Analysis, Forecasting, Problem Solving, Team Building, Asset Management, Compliance, Budgets, Microsoft Excel, Microsoft Word, System Administration, Management, Training, Leadership, Investments, Project Management, Program Management, Customer Service, Marketing, Finance

Education
Boston University - School of Management   1987 — 1990
BSBA, Finance

Berkshire Community College   1985 — 1987
Associate, Finance

Ken He Ken He New York, New York Details
Ken He's Bank of America Experience June 2008 - August 2008
Job Healthcare Investment Manager at Fosun Group
Industry Venture Capital & Private Equity
Experience
Fosun Group  May 2015 - Present
JMP Group  October 2013 - May 2015
Duff & Phelps  July 2012 - October 2013
Camber Capital Management   May 2011 - August 2011
Boston University Computer Science Department  February 2011 - May 2011
Hall Capital Partners LLC  June 2010 - August 2010
Bank of America   June 2008 - August 2008

Skills
Financial Modeling, Equity Research, Capital IQ, Bloomberg, SNL, IPO, Mergers & Acquisitions, Biotechnology, Hedge Funds, Due Diligence, Equities, DCF, Investments, Investment Banking

Education
Boston University Questrom School of Business   2008 — 2012
Bachelor of Science Business Administration, Finance and Accounting, Economics

Alan Buck Alan Buck Boston, Massachusetts Details
Alan Buck's Bank of America Experience January 2001 - December 2006
Job Senior Leverage Credit Analyst
Industry Investment Management
Experience
Pioneer Investments  April 2012 - Present
The Hartford  January 2007 - March 2012
Bank of America   January 2001 - December 2006
Fleet Bank  2001 - 2006

Education
Boston University Questrom School of Business   1993 — 1995
MBA, Concentration in Finance

Johnson Tran Johnson Tran Boston, Massachusetts Details
Johnson Tran's Bank of America Experience December 2014 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America   December 2014 - Present
Allstate Insurance Agency  August 2014 - November 2014
Boston Celtics  January 2014 - May 2014
San Diego Hall of Champions  April 2013 - November 2013
BELL (Building Educated Leaders for Life)   September 2012 - December 2012
BELL (Building Educated Leaders for Life)   June 2011 - August 2012
Playworks  August 2009 - June 2012
Kraft Sports Group  May 2008 - January 2009
Long Beach Armada Professional Baseball Team   January 2008 - May 2008

Skills
Cross-functional Team..., Business Planning, Event Planning, Fundraising, Microsoft Office, Youth Development, Microsoft Excel, PowerPoint, Event Management, Research, Data Analysis, Customer Service, Microsoft Word, Strategic Planning, Public Speaking, Management, Social Media

Education
San Diego State University-California State University   2013 — 2014
Master of Business Administration (MBA), Sports Business Management

Boston University - School of Management   2005 — 2009
BSBA, Entrepreneurship, Law

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