Bank of America
Industry: Investment banking company
DescriptionThe Bank of America Corporation is an American multinational investment bank and financial services company based in Charlotte, North Carolina with central hubs in New York City, London, Hong Kong, Minneapolis, and Toronto. Bank of America was formed through NationsBank's acquisition of BankAmerica in 1998. Customer service: 810 1 315-724-4022 Credit card support: 810 1 757-677-4701 CEO: Brian T. Moynihan (Jan 1, 2010–) Headquarters: Charlotte, North Carolina, United States Subsidiaries: Bank of America Merrill Lynch, Merrill Edge, Did you know: Bank of America is the ninth-largest bank in the world by total assets ($2,281.23 B). wikipedia.org
Bank of America List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bank of America. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Salaries. You can even request information on how much does Bank of America pay if you want to. Learn about salaries, pros and cons of working for Bank of America directly from the past employees.
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110,318 Bank of America employees in database. Find out everything there's to know about Bank of America employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bank of America Employees
Employee
Years
Job
Industry
Corey Baum Corey Baum's Bank of America Experience October 2012 - November 2013
Job Mortgage Loan Processor at PHH Home Loans, LLC.
Industry Financial Services
Experience
PHH Home Loans, LLC. March 2015 - Present
PHH Home Loans, LLC. June 2014 - March 2015
Bank of America October 2012 - November 2013
Wells Fargo June 2012 - October 2012
Wells Fargo March 2011 - June 2012
Wells Fargo October 2009 - March 2011
Visual Communications Group, Inc. November 2008 - September 2009
CyberPower Systems (USA), Inc. August 2008 - November 2008
Patton Industrial Products June 2006 - August 2008
Skills
FHA, Credit, Mortgage Lending, Credit Analysis, Banking, Refinance, Mortgage Banking, Customer Service, Leadership, FHA Financing, Residential Mortgages, Loans, Microsoft Excel, Sales
Education
Brown College 1994 — 1996
Associate's Degree, Communication and Media Studies
PHH Home Loans, LLC. March 2015 - Present
PHH Home Loans, LLC. June 2014 - March 2015
Bank of America October 2012 - November 2013
Wells Fargo June 2012 - October 2012
Wells Fargo March 2011 - June 2012
Wells Fargo October 2009 - March 2011
Visual Communications Group, Inc. November 2008 - September 2009
CyberPower Systems (USA), Inc. August 2008 - November 2008
Patton Industrial Products June 2006 - August 2008
Skills
FHA, Credit, Mortgage Lending, Credit Analysis, Banking, Refinance, Mortgage Banking, Customer Service, Leadership, FHA Financing, Residential Mortgages, Loans, Microsoft Excel, Sales
Education
Brown College 1994 — 1996
Associate's Degree, Communication and Media Studies
Linda K. Kiefer Linda K. Kiefer's Bank of America Experience 1986 - 1996
Job AVP, Citi
Industry Accounting
Experience
Citi July 2013 - Present
Performance Food Group 2008 - May 2013
The Laramar Group 2006 - 2008
Echostar Communications Corp 2000 - 2004
Jefferson Wells International October 1999 - October 2000
US Bank March 1997 - October 1999
Bank of America 1986 - 1996
Skills
SAP ERP, Yardi Voyager, Oracle Applications, PeopleSoft, Infinium, Financial Analysis, SAP, Account Reconciliation, Accounting, Accounts Receivable, Budgets, Due Diligence, Finance, Financial Reporting, General Ledger, Variance Analysis
Education
University of South Florida 1980 — 1986
BA, Major: Finance Minor: Accounting
Bryan College 1980 — 1982
BA, Business
Citi July 2013 - Present
Performance Food Group 2008 - May 2013
The Laramar Group 2006 - 2008
Echostar Communications Corp 2000 - 2004
Jefferson Wells International October 1999 - October 2000
US Bank March 1997 - October 1999
Bank of America 1986 - 1996
Skills
SAP ERP, Yardi Voyager, Oracle Applications, PeopleSoft, Infinium, Financial Analysis, SAP, Account Reconciliation, Accounting, Accounts Receivable, Budgets, Due Diligence, Finance, Financial Reporting, General Ledger, Variance Analysis
Education
University of South Florida 1980 — 1986
BA, Major: Finance Minor: Accounting
Bryan College 1980 — 1982
BA, Business
Annemarie Schwarzkopf Annemarie Schwarzkopf's Bank of America Experience October 1987 - December 1992
Job Community Relations Advisor/ A Place for Mom
Industry Hospital & Health Care
Experience
American Parkinson Disease Association January 2008 - Present
A Place for Mom May 2006 - Present
Bank of America October 1987 - December 1992
Skills
Home Care, Elder Care, Medicare, Community Outreach, Team Building, Strategic Planning, Healthcare, Fundraising, Marketing, Selling, Event Planning, Nursing, Leadership, Seniors, Long-term Care, Research, Public Speaking, Event Management, Salesforce.com, Lead Generation, Healthcare Management, Medicaid
Education
Brown University 1968 — 1972
BA, German Civilization, psychology
American Parkinson Disease Association January 2008 - Present
A Place for Mom May 2006 - Present
Bank of America October 1987 - December 1992
Skills
Home Care, Elder Care, Medicare, Community Outreach, Team Building, Strategic Planning, Healthcare, Fundraising, Marketing, Selling, Event Planning, Nursing, Leadership, Seniors, Long-term Care, Research, Public Speaking, Event Management, Salesforce.com, Lead Generation, Healthcare Management, Medicaid
Education
Brown University 1968 — 1972
BA, German Civilization, psychology
Kevin Tracy's Bank of America Experience June 2006 - Present
Job Market Executive at Bank of America
Industry Banking
Experience
Bank of America June 2006 - Present
Bank of America June 1993 - June 2006
Fleet Financial Group, Inc. June 1987 - May 1993
Skills
Commercial Banking, Credit, Underwriting, Relationship Management, Treasury Management, Loans, Small Business Lending, Commercial Mortgages, Commercial Lending, Banking
Education
Brown University 1981 — 1985
Bachelor of Arts (BA), Economics
La Salle Academy 1977 — 1981
Bank of America June 2006 - Present
Bank of America June 1993 - June 2006
Fleet Financial Group, Inc. June 1987 - May 1993
Skills
Commercial Banking, Credit, Underwriting, Relationship Management, Treasury Management, Loans, Small Business Lending, Commercial Mortgages, Commercial Lending, Banking
Education
Brown University 1981 — 1985
Bachelor of Arts (BA), Economics
La Salle Academy 1977 — 1981
Ben Meaney's Bank of America Experience June 2005 - May 2010
Job SVP Mass Advertising for Corp Inst & Wealth at Bank of America
Industry Marketing and Advertising
Experience
Bank of America Corporation January 2005 - Present
Bank of America June 2005 - May 2010
Carolina Cutlery June 2003 - June 2005
United American Video December 2002 - June 2003
Fishtank Creative September 2001 - November 2002
Skills
Brand Strategy &..., Advertising Strategy, Production Strategy &..., Marketing Strategy, Budgeting, Photoshop, Advertising, Adobe Creative Suite, Television Production, Print Production, International Branding, Print, Budgets, Creative Strategy, Integrated Marketing, Marketing, Direct Marketing, Brand Management, Strategy, Strategic Planning, Management, Social Media Marketing, Sales, Project Management, Email Marketing, Sponsorship, Cross-functional Team..., Brand Development, Digital Marketing
Education
Wingate University 2008 — 2012
Master of Business Administration (MBA), MBA
Edinboro University of Pennsylvania 1997 — 2011
Bachelor of Fine Arts, Applied Media Arts - Graphic Design
Brunel University
British Government and International Marketing
St Francis high school
Bank of America Corporation January 2005 - Present
Bank of America June 2005 - May 2010
Carolina Cutlery June 2003 - June 2005
United American Video December 2002 - June 2003
Fishtank Creative September 2001 - November 2002
Skills
Brand Strategy &..., Advertising Strategy, Production Strategy &..., Marketing Strategy, Budgeting, Photoshop, Advertising, Adobe Creative Suite, Television Production, Print Production, International Branding, Print, Budgets, Creative Strategy, Integrated Marketing, Marketing, Direct Marketing, Brand Management, Strategy, Strategic Planning, Management, Social Media Marketing, Sales, Project Management, Email Marketing, Sponsorship, Cross-functional Team..., Brand Development, Digital Marketing
Education
Wingate University 2008 — 2012
Master of Business Administration (MBA), MBA
Edinboro University of Pennsylvania 1997 — 2011
Bachelor of Fine Arts, Applied Media Arts - Graphic Design
Brunel University
British Government and International Marketing
St Francis high school
Karla Olverson Karla Olverson's Bank of America Experience 2012 - Present
Job Mortgage Resolution Specialist at Bank of America, N.A.
Industry Legal Services
Experience
Bank of America 2012 - Present
UAW Legal Services Plan August 1999 - 2012
Skills
Banking, Microsoft Office, Legal Research, Management, Wills, Budgets, Litigation, Notary Public, Corporate Law, Courts, Foreclosures, Legal Assistance, Family Law, Powers of Attorney, Legal Writing, Guardianship, Time Management, Civil Litigation, Mortgage Lending, Bankruptcy, Property Law, Legal Documents, Prenuptial Agreements, Litigation Support, Microsoft Excel, Strongly self-motivated, Customer Service, Mediation
Education
Brown Mackie College-Cincinnati
Associate's degree, Paralegal Studies
Bank of America 2012 - Present
UAW Legal Services Plan August 1999 - 2012
Skills
Banking, Microsoft Office, Legal Research, Management, Wills, Budgets, Litigation, Notary Public, Corporate Law, Courts, Foreclosures, Legal Assistance, Family Law, Powers of Attorney, Legal Writing, Guardianship, Time Management, Civil Litigation, Mortgage Lending, Bankruptcy, Property Law, Legal Documents, Prenuptial Agreements, Litigation Support, Microsoft Excel, Strongly self-motivated, Customer Service, Mediation
Education
Brown Mackie College-Cincinnati
Associate's degree, Paralegal Studies
Pascal Kaplan Ph.D. Pascal Kaplan Ph.D.'s Bank of America Experience 1983 - 1985
Job CoFounder and CEO at iCohere Inc
Industry Information Technology and Services
Experience
iCohere Inc 1987 - Present
Bank of America 1983 - 1985
John F. Kennedy University 1975 - 1980
Skills
eLearning / Learning..., Virtual Meetings, Virtual Conferences, Communities of Practice, Appreciative Inquiry, Community of Practice, Messaging, Emerging Technologies, Strategy, Facilitation, Social Innovation, Systems Thinking, Managed Hosting, Community Building, ColdFusion, Organizational Learning, Partnerships, Program Management, Public Speaking, Research, Lean Startup, Community Outreach, Nonprofits, Strategic Planning, Inspiration, Workshop Facilitation, Social Media, Teaching, Program Development, Coaching, Leadership Development, Management, Editing
Education
Harvard University 1967 — 1975
Doctor of Philosophy (Ph.D.), Theology
Brown University 1963 — 1967
Bachelor of Arts (B.A.), Religious Studies
iCohere Inc 1987 - Present
Bank of America 1983 - 1985
John F. Kennedy University 1975 - 1980
Skills
eLearning / Learning..., Virtual Meetings, Virtual Conferences, Communities of Practice, Appreciative Inquiry, Community of Practice, Messaging, Emerging Technologies, Strategy, Facilitation, Social Innovation, Systems Thinking, Managed Hosting, Community Building, ColdFusion, Organizational Learning, Partnerships, Program Management, Public Speaking, Research, Lean Startup, Community Outreach, Nonprofits, Strategic Planning, Inspiration, Workshop Facilitation, Social Media, Teaching, Program Development, Coaching, Leadership Development, Management, Editing
Education
Harvard University 1967 — 1975
Doctor of Philosophy (Ph.D.), Theology
Brown University 1963 — 1967
Bachelor of Arts (B.A.), Religious Studies
Scott Freitag Scott Freitag's Bank of America Experience July 2014 - Present
Job Equity Research Analyst at Bank of America
Industry Financial Services
Experience
Bank of America July 2014 - Present
Home Loan Investment Bank July 2013 - August 2013
The White House June 2012 - August 2012
Congressman David Cicilline September 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Stata, Financial Modeling, Leadership, Data Analysis, Series 7, Series 63, Series 86, Series 87, Microsoft Word
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics
London School of Economics and Political Science 2012 — 2013
General Course, Mathematics
Bank of America July 2014 - Present
Home Loan Investment Bank July 2013 - August 2013
The White House June 2012 - August 2012
Congressman David Cicilline September 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Stata, Financial Modeling, Leadership, Data Analysis, Series 7, Series 63, Series 86, Series 87, Microsoft Word
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Economics
London School of Economics and Political Science 2012 — 2013
General Course, Mathematics
Jenna Frerichs Jenna Frerichs's Bank of America Experience June 2014 - August 2014
Job Summer Analyst at Bank of America
Industry Financial Services
Experience
Social Documentary Project October 2012 - Present
Brown University Motion Pictures (BMP) December 2012 - Present
Brown University Office of Residential Life August 2012 - Present
Bank of America June 2014 - August 2014
Frerichs & Stillwell Insurance Services, Inc July 2013 - August 2013
Education
University of Oxford 2014 — 2015
Economics & Management
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Theater
Social Documentary Project October 2012 - Present
Brown University Motion Pictures (BMP) December 2012 - Present
Brown University Office of Residential Life August 2012 - Present
Bank of America June 2014 - August 2014
Frerichs & Stillwell Insurance Services, Inc July 2013 - August 2013
Education
University of Oxford 2014 — 2015
Economics & Management
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Theater
angela knoll's Bank of America Experience April 2010 - October 2013
Job Customer Service Representative at Tap Packaging Solutions
Industry Consumer Goods
Experience
Tap Packaging Solutions November 2013 - Present
Bank of America April 2010 - October 2013
Skills
Customer Service, Telephone Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Teamwork, Research, Reporting & Analysis, Reports, Pilot Projects, Dependable Team Player, Sales, Banking, Customer Satisfaction, Access, Outlook, Time Management
Education
Bryant and Stratton College 2008 — 2011
Associate's, Business Administration and Management, General
Tap Packaging Solutions November 2013 - Present
Bank of America April 2010 - October 2013
Skills
Customer Service, Telephone Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Microsoft Office, SharePoint, Teamwork, Research, Reporting & Analysis, Reports, Pilot Projects, Dependable Team Player, Sales, Banking, Customer Satisfaction, Access, Outlook, Time Management
Education
Bryant and Stratton College 2008 — 2011
Associate's, Business Administration and Management, General
Shawn Foss Shawn Foss's Bank of America Experience February 2013 - September 2013
Job Experienced Real Estate / Mortgage professional
Industry Real Estate
Experience
National Wind September 2013 - March 2014
Bank of America February 2013 - September 2013
Skills
Budgets, Java, Team Building, Time Management, Customer Service, Microsoft Excel, Mortgage Lending, PowerPoint, Loans, Microsoft Office, Marketing, Banking, Social Media Marketing, Team Leadership, Real Estate, Coaching, Leadership Development, Marketing Communications, Market Research, Mortgage Banking, Finance, Foreclosures, Management, Analysis, Refinance
Education
Minneapolis Community and Technical College 2011 — 2015
Associate's Degree, Business Administration and Management, General ; Banking and Finance, 3.8
Brown College 1993 — 1994
BA Communication, Communication and Media Studies, 3.2
Normandale Community College 1992 — 1993
N/A, Completed generals, 2.9
National Wind September 2013 - March 2014
Bank of America February 2013 - September 2013
Skills
Budgets, Java, Team Building, Time Management, Customer Service, Microsoft Excel, Mortgage Lending, PowerPoint, Loans, Microsoft Office, Marketing, Banking, Social Media Marketing, Team Leadership, Real Estate, Coaching, Leadership Development, Marketing Communications, Market Research, Mortgage Banking, Finance, Foreclosures, Management, Analysis, Refinance
Education
Minneapolis Community and Technical College 2011 — 2015
Associate's Degree, Business Administration and Management, General ; Banking and Finance, 3.8
Brown College 1993 — 1994
BA Communication, Communication and Media Studies, 3.2
Normandale Community College 1992 — 1993
N/A, Completed generals, 2.9
Anthony Paquette Anthony Paquette's Bank of America Experience 2004 - 2010
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2010 - Present
Bank of America 2004 - 2010
Goldman Sachs 2000 - 2004
Education
Chartered Financial Analyst
CFA
Brown University 1996 — 2000
BA
JPMorgan Chase 2010 - Present
Bank of America 2004 - 2010
Goldman Sachs 2000 - 2004
Education
Chartered Financial Analyst
CFA
Brown University 1996 — 2000
BA
Andrew Beresford, CFA Andrew Beresford, CFA's Bank of America Experience 2005 - 2006
Job Investment Manager at Manchester Capital Management
Industry Investment Management
Experience
Manchester Capital Management 2006 - Present
Bank of America 2005 - 2006
Covington & Burling 2004 - 2005
Skills
Investments, Wealth Management, Investment Education, Philanthropy, Alternative Investments, Estate Planning, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Equities, Fixed Income, Investment Advisory
Education
Brown University 1999 — 2003
Bachelor's degree, International Relations and Affairs
University of St. Andrews 1999 — 1999
Manchester Capital Management 2006 - Present
Bank of America 2005 - 2006
Covington & Burling 2004 - 2005
Skills
Investments, Wealth Management, Investment Education, Philanthropy, Alternative Investments, Estate Planning, Portfolio Management, Asset Allocation, Asset Management, Hedge Funds, Investment Strategies, Equities, Fixed Income, Investment Advisory
Education
Brown University 1999 — 2003
Bachelor's degree, International Relations and Affairs
University of St. Andrews 1999 — 1999
Malissa Morgan's Bank of America Experience December 2004 - December 2008
Job Lead Administrator for Trident Asset Management
Industry Management Consulting
Experience
Trodent Asset Management November 2014 - Present
Blanding Professional Services March 2014 - Present
Comcast Cable March 2013 - Present
The Social Network April 2012 - Present
Alorica 2009 - 2012
Bank of America December 2004 - December 2008
G.E Financial Services January 1998 - January 2003
Skills
Networking, Public Speaking, Consulting, Management Consulting, Coaching, Team Building, Process Improvement, Training, Operations Management, Customer Service, Management, Call Center, Recruiting, Strategic Planning, Employee Relations, Team Leadership, Performance Management, Customer Satisfaction, Microsoft Office, Executive Development, Healthcare, Vendor Management, Microsoft Excel, Human Capital, Call Centers, Human Resources, Employee Engagement, Talent Acquisition, Budgets, Customer Retention, Quality Control, Leadership Development, Small Business, Leadership, Interviews, Cross-functional Team..., Fashion, Youth Mentoring, Delegation, Fashion Shows, Volunteer Management, Sexual Trauma, Organizational..., Project Planning, Customer Experience, Confidence Building, Payroll, Inspiring People, Motivation, Project Management
Education
Brown Mackie College-Atlanta 2012 — 2016
Business Administration, Management and Operations
University of Phoenix Actively
Bachelor degree; degree, Management; Business Management
Trodent Asset Management November 2014 - Present
Blanding Professional Services March 2014 - Present
Comcast Cable March 2013 - Present
The Social Network April 2012 - Present
Alorica 2009 - 2012
Bank of America December 2004 - December 2008
G.E Financial Services January 1998 - January 2003
Skills
Networking, Public Speaking, Consulting, Management Consulting, Coaching, Team Building, Process Improvement, Training, Operations Management, Customer Service, Management, Call Center, Recruiting, Strategic Planning, Employee Relations, Team Leadership, Performance Management, Customer Satisfaction, Microsoft Office, Executive Development, Healthcare, Vendor Management, Microsoft Excel, Human Capital, Call Centers, Human Resources, Employee Engagement, Talent Acquisition, Budgets, Customer Retention, Quality Control, Leadership Development, Small Business, Leadership, Interviews, Cross-functional Team..., Fashion, Youth Mentoring, Delegation, Fashion Shows, Volunteer Management, Sexual Trauma, Organizational..., Project Planning, Customer Experience, Confidence Building, Payroll, Inspiring People, Motivation, Project Management
Education
Brown Mackie College-Atlanta 2012 — 2016
Business Administration, Management and Operations
University of Phoenix Actively
Bachelor degree; degree, Management; Business Management
Stephanie Chere Stephanie Chere's Bank of America Experience November 1998 - February 2006
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2006 - 2007
Equity One Mortgage March 2006 - May 2006
Bank of America November 1998 - February 2006
Education
Brown Mackie College-Louisville 1999 — 2001
Associate's degree, Electronic Engineering Technology
JPMorgan Chase 2006 - 2007
Equity One Mortgage March 2006 - May 2006
Bank of America November 1998 - February 2006
Education
Brown Mackie College-Louisville 1999 — 2001
Associate's degree, Electronic Engineering Technology
Dora Diaz Dora Diaz's Bank of America Experience October 2011 - January 2014
Job Business Analyst at Fiserv
Industry Information Technology and Services
Experience
Fiserv July 2014 - Present
Bank of America October 2011 - January 2014
Corelogic July 1995 - October 2011
Skills
Applicant Tracking..., Vendor Management, Management, Microsoft Office, Customer Service, SDLC, Onboarding, Outlook, Information Technology, Account Management, Business Analysis
Education
Brown Mackie College-Atlanta
Brown Mackie College-Atlanta
Bachelor's degree, Information Technology
Fiserv July 2014 - Present
Bank of America October 2011 - January 2014
Corelogic July 1995 - October 2011
Skills
Applicant Tracking..., Vendor Management, Management, Microsoft Office, Customer Service, SDLC, Onboarding, Outlook, Information Technology, Account Management, Business Analysis
Education
Brown Mackie College-Atlanta
Brown Mackie College-Atlanta
Bachelor's degree, Information Technology
Lyle Lawrence Lyle Lawrence's Bank of America Experience 2004 - 2007
Job Retired formerly Senior Vice President at MassDevelopment
Industry Investment Banking
Experience
MassDevelopment August 2010 - December 2013
Mass Health and Educational Facilities Authority 2008 - 2010
Bank of America 2004 - 2007
Fleet Bank 1994 - 2004
Shawmut Bank 1978 - 1994
Skills
Credit, Banking, Financial Analysis, Portfolio Management, Commercial Lending, Bonds, Financial Modeling, Risk Management, Investments, Due Diligence, Asset Management, Finance, Credit Analysis, Financial Services, Commercial Banking, Corporate Finance, Mergers & Acquisitions
Education
Brown University
Bachelor of Arts, Human Biology
Tuck School of Business at Dartmouth
MBA, Finance
MassDevelopment August 2010 - December 2013
Mass Health and Educational Facilities Authority 2008 - 2010
Bank of America 2004 - 2007
Fleet Bank 1994 - 2004
Shawmut Bank 1978 - 1994
Skills
Credit, Banking, Financial Analysis, Portfolio Management, Commercial Lending, Bonds, Financial Modeling, Risk Management, Investments, Due Diligence, Asset Management, Finance, Credit Analysis, Financial Services, Commercial Banking, Corporate Finance, Mergers & Acquisitions
Education
Brown University
Bachelor of Arts, Human Biology
Tuck School of Business at Dartmouth
MBA, Finance
Trinity Gray Trinity Gray's Bank of America Experience June 2010 - January 2011
Job
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
Michael Warburg Michael Warburg's Bank of America Experience 1985 - 1994
Job Managing Director at Warbros LLC
Industry Investment Management
Experience
Warbros LLC December 1996 - Present
Bank of America 1985 - 1994
J.P. Morgan 1982 - 1985
Skills
Investments, Management, Due Diligence, Venture Capital, Mergers & Acquisitions, Valuation, Private Equity, Strategic Planning, Start-ups, Business Strategy, Hedge Funds
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Applied Mathematics
University of Rhode Island - College of Business Administration 1994 — 1995
Master of Science (M.S.), Accounting
Westminster School, London, England 1974 — 1978
High School
Warbros LLC December 1996 - Present
Bank of America 1985 - 1994
J.P. Morgan 1982 - 1985
Skills
Investments, Management, Due Diligence, Venture Capital, Mergers & Acquisitions, Valuation, Private Equity, Strategic Planning, Start-ups, Business Strategy, Hedge Funds
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Applied Mathematics
University of Rhode Island - College of Business Administration 1994 — 1995
Master of Science (M.S.), Accounting
Westminster School, London, England 1974 — 1978
High School
Zoe Small Zoe Small's Bank of America Experience March 2011 - November 2012
Job Registered Respiratory Therapist at Memorial Healthcare System
Industry Medical Practice
Experience
Memorial Healthcare System October 2012 - Present
Bank of America March 2011 - November 2012
Convergys Inc January 2007 - February 2011
Skills
Cpr Certified, ACLS, PALS, Epic Systems, Outlook, Time Management, Critical Thinking, Customer Service, Microsoft Word, Microsoft Excel, Lotus Notes, Adobe Acrobat, Data Entry, Software Documentation, Respiratory Care, Call Centers, Healthcare, Pediatrics, PowerPoint, ICU, Patient Advocacy, Microsoft Publisher, Telephone Skills, Medical Terminology, Training, Sales, Clinical Research, EKG, Respiratory Therapy, NICU, Access
Education
Broward College 2009 — 2012
Associate of Science (A.S.), Respiratory Care Therapy/Therapist
Memorial Healthcare System October 2012 - Present
Bank of America March 2011 - November 2012
Convergys Inc January 2007 - February 2011
Skills
Cpr Certified, ACLS, PALS, Epic Systems, Outlook, Time Management, Critical Thinking, Customer Service, Microsoft Word, Microsoft Excel, Lotus Notes, Adobe Acrobat, Data Entry, Software Documentation, Respiratory Care, Call Centers, Healthcare, Pediatrics, PowerPoint, ICU, Patient Advocacy, Microsoft Publisher, Telephone Skills, Medical Terminology, Training, Sales, Clinical Research, EKG, Respiratory Therapy, NICU, Access
Education
Broward College 2009 — 2012
Associate of Science (A.S.), Respiratory Care Therapy/Therapist
Darlene Reza Rossi Darlene Reza Rossi's Bank of America Experience 2004 - 2005
Job Vice President Development & Signature Programs
Industry Nonprofit Organization Management
Experience
Greater Providence Chamber of Commerce October 2011 - Present
Greater Providence Chamber of Commerce September 2005 - September 2011
Bank of America 2004 - 2005
FleetBoston Financial 2003 - 2004
Fleet Mortgage 2001 - 2003
Fleet Financial Services 1999 - 2001
Fry Technology USA 1994 - 1999
Skills
Event Planning, Organization, Credit, Program Management, Executive Management, Non-profits, Management Consulting, Public Speaking, Direct Mail, Public Relations, Nonprofits, Strategic Planning, Sponsorship, Marketing, Strategic Communications
Education
Rhode Island College 1979 — 1984
B.A., Communications, Advertising, PR, Business, Management
Brown University
Greater Providence Chamber of Commerce October 2011 - Present
Greater Providence Chamber of Commerce September 2005 - September 2011
Bank of America 2004 - 2005
FleetBoston Financial 2003 - 2004
Fleet Mortgage 2001 - 2003
Fleet Financial Services 1999 - 2001
Fry Technology USA 1994 - 1999
Skills
Event Planning, Organization, Credit, Program Management, Executive Management, Non-profits, Management Consulting, Public Speaking, Direct Mail, Public Relations, Nonprofits, Strategic Planning, Sponsorship, Marketing, Strategic Communications
Education
Rhode Island College 1979 — 1984
B.A., Communications, Advertising, PR, Business, Management
Brown University
Sarah Williams Ablett Sarah Williams Ablett's Bank of America Experience March 2011 - June 2014
Job Group Product Manager at Digital Insight
Industry Banking
Experience
Digital Insight January 2015 - Present
Bank of America March 2011 - June 2014
Bank of America March 2010 - March 2011
Bank of America January 2009 - March 2010
Bank of America July 2007 - December 2008
Bank of America July 2004 - July 2007
Fleet Bank 2002 - July 2004
Meridien Research January 2000 - April 2002
BankBoston June 1995 - December 1999
Skills
Market Research, Product Development, Product Management, Treasury Services, Commercial Banking, Payments, Cash Management, Treasury Management, Banking, Vendor Management, Strategy, Portfolio Management, E-commerce, Analysis, Cross-functional Team..., Segmentation
Education
Brown University 1991 — 1995
AB, Anthropology
Digital Insight January 2015 - Present
Bank of America March 2011 - June 2014
Bank of America March 2010 - March 2011
Bank of America January 2009 - March 2010
Bank of America July 2007 - December 2008
Bank of America July 2004 - July 2007
Fleet Bank 2002 - July 2004
Meridien Research January 2000 - April 2002
BankBoston June 1995 - December 1999
Skills
Market Research, Product Development, Product Management, Treasury Services, Commercial Banking, Payments, Cash Management, Treasury Management, Banking, Vendor Management, Strategy, Portfolio Management, E-commerce, Analysis, Cross-functional Team..., Segmentation
Education
Brown University 1991 — 1995
AB, Anthropology
Mary-Stuart Kilner Mary-Stuart Kilner's Bank of America Experience January 2007 - February 2009
Job Business Development Manager,Specialty Banking at Webster Bank
Industry Banking
Experience
Webster Bank September 2010 - Present
State agencies, Graduate schools, Social Justice NFP's January 2004 - September 2010
Bank of America January 2007 - February 2009
Education
Brown University 2009 — 2010
Masters, Urban Education Policy
Georgetown University 1977 — 1981
Bachelors Degree, Government, Modern Political Theory
Webster Bank September 2010 - Present
State agencies, Graduate schools, Social Justice NFP's January 2004 - September 2010
Bank of America January 2007 - February 2009
Education
Brown University 2009 — 2010
Masters, Urban Education Policy
Georgetown University 1977 — 1981
Bachelors Degree, Government, Modern Political Theory
Shalanda Singleton Shalanda Singleton's Bank of America Experience July 1999 - September 2010
Job Hazard Processing Specialist at Assurant Specialty Property
Industry Insurance
Experience
Assurant Specialty Property May 2013 - Present
CSG International September 2010 - February 2013
Bank of America July 1999 - September 2010
Skills
Customer Service, Data Entry, Oral & Written..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Mail Merge, Training, Insurance, Team Building, Leadership, Outlook, Time Management
Education
Brown Mackie College-Atlanta 2011 — 2013
Associate of Applied Business, Paralegal
Brown Mackie College-Atlanta
Legal Assistant/Paralegal
Assurant Specialty Property May 2013 - Present
CSG International September 2010 - February 2013
Bank of America July 1999 - September 2010
Skills
Customer Service, Data Entry, Oral & Written..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Mail Merge, Training, Insurance, Team Building, Leadership, Outlook, Time Management
Education
Brown Mackie College-Atlanta 2011 — 2013
Associate of Applied Business, Paralegal
Brown Mackie College-Atlanta
Legal Assistant/Paralegal
Alexandra O. (Ocampo) Carr Alexandra O. (Ocampo) Carr's Bank of America Experience December 2004 - May 2005
Job Director, Human Capital at Achievement First
Industry Education Management
Experience
Achievement First September 2013 - Present
NBCUniversal, Inc. June 2013 - September 2013
Target September 2009 - April 2013
Target Corporation June 2006 - August 2009
Institute for Labor Studies September 2005 - May 2006
Bank of America December 2004 - May 2005
Planned Parenthood of RI April 2003 - October 2004
Media Planning Group June 2002 - April 2003
DLC Integrated Marketing June 2000 - July 2001
Skills
Spanish, Public Speaking, Training, Leadership, Management, Coaching, Employee Relations, Interviews, Team Building, Human Resources, PowerPoint, Retail, Time Management, Leadership Development, Program Management, Succession Planning, Strategy, Project Planning, Business Strategy, Customer Service, Sales
Education
Brown University
BA, Public and Private Sector Organizations
Wm. Tolman Sr. High 1990 — 1994
Achievement First September 2013 - Present
NBCUniversal, Inc. June 2013 - September 2013
Target September 2009 - April 2013
Target Corporation June 2006 - August 2009
Institute for Labor Studies September 2005 - May 2006
Bank of America December 2004 - May 2005
Planned Parenthood of RI April 2003 - October 2004
Media Planning Group June 2002 - April 2003
DLC Integrated Marketing June 2000 - July 2001
Skills
Spanish, Public Speaking, Training, Leadership, Management, Coaching, Employee Relations, Interviews, Team Building, Human Resources, PowerPoint, Retail, Time Management, Leadership Development, Program Management, Succession Planning, Strategy, Project Planning, Business Strategy, Customer Service, Sales
Education
Brown University
BA, Public and Private Sector Organizations
Wm. Tolman Sr. High 1990 — 1994
Donovan Twaddle Donovan Twaddle's Bank of America Experience May 2005 - November 2005
Job Writer, Social Networker, Graphic Designer, and Entrepreneur
Industry Online Media
Experience
365 Twin Cities March 2010 - Present
Blue Star Productions January 2012 - June 2013
The Blind Squirrel October 2010 - December 2010
Crescendo Business Services February 2010 - May 2010
Chipotle Mexican Grill May 2006 - March 2009
Bank of America May 2005 - November 2005
Target April 2002 - May 2004
Skills
Facebook, Photoshop, Blogging, Social Media, Web Design, Pinterest, Copywriting, Editing, Motion Graphics, Social Media Marketing, Social Networking, Online Marketing, InDesign, Graphics, Illustrator, After Effects, Logo Design, Microsoft Excel, Microsoft Word, Management, Designs, Multimedia, Audacity, Garageband, Graphic Design, Personal Development
Education
Brown College 2006 — 2008
AAS, Visual Communication
The University of North Dakota 1987 — 1993
BA, Public Relations
365 Twin Cities March 2010 - Present
Blue Star Productions January 2012 - June 2013
The Blind Squirrel October 2010 - December 2010
Crescendo Business Services February 2010 - May 2010
Chipotle Mexican Grill May 2006 - March 2009
Bank of America May 2005 - November 2005
Target April 2002 - May 2004
Skills
Facebook, Photoshop, Blogging, Social Media, Web Design, Pinterest, Copywriting, Editing, Motion Graphics, Social Media Marketing, Social Networking, Online Marketing, InDesign, Graphics, Illustrator, After Effects, Logo Design, Microsoft Excel, Microsoft Word, Management, Designs, Multimedia, Audacity, Garageband, Graphic Design, Personal Development
Education
Brown College 2006 — 2008
AAS, Visual Communication
The University of North Dakota 1987 — 1993
BA, Public Relations
Christian Ingerslev Christian Ingerslev's Bank of America Experience October 2010 - Present
Job SVP Credit Loss Forecasting Executive at Bank of America
Industry Banking
Experience
Bank of America October 2010 - Present
Bank of America July 2008 - September 2010
Countrywide Home Loans 2002 - 2008
Homestore.com 2001 - 2002
Freddie Mac 1996 - 2001
Freddie Mac 1994 - 1996
CalFed Bank 1987 - 1994
Skills
Credit Risk, Portfolio Management, Capital Markets, Leadership, Credit, Risk Management, Banking, Residential Mortgages, Financial Services, Credit Analysis, Loans, Mortgage Banking, Business Analysis, Forecasting, Analytics, Mortgage Lending, Finance, Financial Modeling, Strategic Planning, Project Management, Program Management, Structured Finance, Strategy, Business Strategy, Fixed Income, Relationship Management, Operational Risk, Operational Risk..., Analysis, Sales, Executive Management, Commercial Lending, Asset Management, Financial Analysis
Education
Brown University 1982 — 1986
Bachelor of Arts, Organizational Behavior and Management
Bank of America October 2010 - Present
Bank of America July 2008 - September 2010
Countrywide Home Loans 2002 - 2008
Homestore.com 2001 - 2002
Freddie Mac 1996 - 2001
Freddie Mac 1994 - 1996
CalFed Bank 1987 - 1994
Skills
Credit Risk, Portfolio Management, Capital Markets, Leadership, Credit, Risk Management, Banking, Residential Mortgages, Financial Services, Credit Analysis, Loans, Mortgage Banking, Business Analysis, Forecasting, Analytics, Mortgage Lending, Finance, Financial Modeling, Strategic Planning, Project Management, Program Management, Structured Finance, Strategy, Business Strategy, Fixed Income, Relationship Management, Operational Risk, Operational Risk..., Analysis, Sales, Executive Management, Commercial Lending, Asset Management, Financial Analysis
Education
Brown University 1982 — 1986
Bachelor of Arts, Organizational Behavior and Management
Leonard Anspach Leonard Anspach's Bank of America Experience 1994 - 1996
Job Retired IT Professional
Industry Capital Markets
Experience
Wells Fargo Bank December 2011 - March 2012
Wells Fargo Investments December 2008 - April 2011
Fireman's Fund Ins Co October 2007 - November 2008
Firemans Fund Insurance Company November 2005 - October 2007
Charles Schwab 1996 - 2003
Bank of America 1994 - 1996
Skills
Capital Markets, Retail Brokerage, Derivatives, Equities, FX, Trading Systems, Options, Business Analysis, Business Requirements, Brokerage, Financial Services, FX Options, SDLC, Software Project..., Integration, Trading, Brokers, Risk Management
Education
Brown University 1972 — 1974
MS, Applied Mathematics
University of California, Berkeley 1967 — 1971
BS, Applied Mathematics
Wells Fargo Bank December 2011 - March 2012
Wells Fargo Investments December 2008 - April 2011
Fireman's Fund Ins Co October 2007 - November 2008
Firemans Fund Insurance Company November 2005 - October 2007
Charles Schwab 1996 - 2003
Bank of America 1994 - 1996
Skills
Capital Markets, Retail Brokerage, Derivatives, Equities, FX, Trading Systems, Options, Business Analysis, Business Requirements, Brokerage, Financial Services, FX Options, SDLC, Software Project..., Integration, Trading, Brokers, Risk Management
Education
Brown University 1972 — 1974
MS, Applied Mathematics
University of California, Berkeley 1967 — 1971
BS, Applied Mathematics
Robert Olivier's Bank of America Experience January 2005 - August 2005
Job
Industry Financial Services
Experience
Fidelity Investments April 2009 - Present
Fidelity Investments March 2007 - April 2009
Fidelity/Veritude 2006 - 2007
Bank of America January 2005 - August 2005
FleetBoston Financial 2000 - 2004
Chase Manhattan Mortgage 1998 - 2000
American Christian Press 1984 - 1997
Education
Brown University 1978 — 1984
BA, English
Phillips Academy, Andover 1968 — 1972
Way College of Emporia
Bachelors of Theology, Biblical research, practical ministry
Fidelity Investments April 2009 - Present
Fidelity Investments March 2007 - April 2009
Fidelity/Veritude 2006 - 2007
Bank of America January 2005 - August 2005
FleetBoston Financial 2000 - 2004
Chase Manhattan Mortgage 1998 - 2000
American Christian Press 1984 - 1997
Education
Brown University 1978 — 1984
BA, English
Phillips Academy, Andover 1968 — 1972
Way College of Emporia
Bachelors of Theology, Biblical research, practical ministry
Craig Reider Craig Reider's Bank of America Experience September 1994 - June 1998
Job Fixed Income Technology at RBC
Industry Financial Services
Experience
RBC June 2014 - Present
Nomura October 2010 - June 2014
Toyota June 2004 - September 2010
CIBC May 2003 - April 2004
Nomura Securities International, Inc. December 1997 - March 2003
Bank of America September 1994 - June 1998
Skills
Derivatives, Capital Markets, Structured Finance, Securitization, Financial Structuring, Valuation, Hedging, Swaps, Securities, Funding, Loans, CDO, Quantitative Investing, Financial Analysis, Financial Modeling, Excel/VBA, VB.NET, C#, Trading, Fixed Income
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
M.B.A., Finance
Brown University 1978 — 1982
B.A., Chemistry
RBC June 2014 - Present
Nomura October 2010 - June 2014
Toyota June 2004 - September 2010
CIBC May 2003 - April 2004
Nomura Securities International, Inc. December 1997 - March 2003
Bank of America September 1994 - June 1998
Skills
Derivatives, Capital Markets, Structured Finance, Securitization, Financial Structuring, Valuation, Hedging, Swaps, Securities, Funding, Loans, CDO, Quantitative Investing, Financial Analysis, Financial Modeling, Excel/VBA, VB.NET, C#, Trading, Fixed Income
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
M.B.A., Finance
Brown University 1978 — 1982
B.A., Chemistry
Richard Poterek Richard Poterek's Bank of America Experience March 2010 - May 2011
Job Functional Subject Matter Expert and Openlink/Solarc Right Angle Technical Developer at Northern Tier Energy
Industry Financial Services
Experience
Northern Tier Energy January 2013 - Present
Opportune LLP at Delta / Monroe Energy June 2012 - December 2012
Chevron March 2011 - June 2012
Bank of America March 2010 - May 2011
Merrill Lynch March 2009 - July 2010
Constellation Energy June 2006 - February 2009
LNR Property Corporation 2005 - 2006
Skills
Commodity Markets, ETRM, Trading, Risk Management, Commodity, Petroleum, Renewable Energy, Endur, Credit Risk, Integration, Testing, Energy, Openlink, Financial Risk, Requirements Analysis, Business Analysis, Trading Systems, Natural Gas, Requirements Gathering, Derivatives, Microsoft SQL Server, SDLC, Options
Education
Brunel University London 2001 — 2005
1st w Hons, Computer Science
Err all of them I think...
Err all of them I think...
Err all of them I think...
Northern Tier Energy January 2013 - Present
Opportune LLP at Delta / Monroe Energy June 2012 - December 2012
Chevron March 2011 - June 2012
Bank of America March 2010 - May 2011
Merrill Lynch March 2009 - July 2010
Constellation Energy June 2006 - February 2009
LNR Property Corporation 2005 - 2006
Skills
Commodity Markets, ETRM, Trading, Risk Management, Commodity, Petroleum, Renewable Energy, Endur, Credit Risk, Integration, Testing, Energy, Openlink, Financial Risk, Requirements Analysis, Business Analysis, Trading Systems, Natural Gas, Requirements Gathering, Derivatives, Microsoft SQL Server, SDLC, Options
Education
Brunel University London 2001 — 2005
1st w Hons, Computer Science
Err all of them I think...
Err all of them I think...
Err all of them I think...
Mary-Stuart Kilner Mary-Stuart Kilner's Bank of America Experience January 1982 - March 2010
Job Senior Credit Officer, United Capital Business Lending
Industry Financial Services
Experience
United Capital Business Lending, Inc. August 2013 - Present
Webster Bank September 2010 - July 2012
Self employed Consultant June 2006 - June 2010
Brown University December 2009 - May 2010
Brown University June 2009 - May 2010
Brown University June 2009 - May 2010
Bank of America January 1982 - March 2010
Montgomery County Public Schools September 1998 - April 2009
PNC Bank September 1998 - March 2009
Skills
Analysis, Management, Research, Start-ups, Strategic Planning, Portfolio Management, Banking, Nonprofits, Strategy, Public Speaking, Business Strategy, Non-profits
Education
Brown University 2009 — 2010
MA, Urban Education Policy
Maryland Bankers Association. 1994
Georgetown University 1978 — 1981
B.A, Modern Political Theory
Rhode Island for Community
United Capital Business Lending, Inc. August 2013 - Present
Webster Bank September 2010 - July 2012
Self employed Consultant June 2006 - June 2010
Brown University December 2009 - May 2010
Brown University June 2009 - May 2010
Brown University June 2009 - May 2010
Bank of America January 1982 - March 2010
Montgomery County Public Schools September 1998 - April 2009
PNC Bank September 1998 - March 2009
Skills
Analysis, Management, Research, Start-ups, Strategic Planning, Portfolio Management, Banking, Nonprofits, Strategy, Public Speaking, Business Strategy, Non-profits
Education
Brown University 2009 — 2010
MA, Urban Education Policy
Maryland Bankers Association. 1994
Georgetown University 1978 — 1981
B.A, Modern Political Theory
Rhode Island for Community
Cristina Morales Cristina Morales's Bank of America Experience 2002 - 2004
Job Segment Marketing
Industry Marketing and Advertising
Experience
TIAA-CREF September 2012 - Present
NC Center for Public Policy Research February 2012 - February 2014
RED F / ROJO 2004 - 2012
Bank of America 2002 - 2004
Ford Motor Company 2000 - 2001
Ford Motor Company 1999 - 2000
Ford Motor Company 1998 - 1999
Kellogg Company 1997 - 1997
Japan Pulp & Paper (USA) 1993 - 1995
Skills
Multicultural Marketing, Digital Marketing, Experiential Marketing, Bilingual-Spanish, Strategic Planning, Brand Development, Business Strategy, Cross-functional Team..., Advertising, CRM, Direct Marketing, Fundraising, Integrated Marketing, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Media Planning, Relationship Marketing, Social Media Marketing, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Marketing
Brown University 1989 — 1993
BA, International Relations & Latin American Studies
Université Paris-Sorbonne 1991 — 1992
Language & Art
TIAA-CREF September 2012 - Present
NC Center for Public Policy Research February 2012 - February 2014
RED F / ROJO 2004 - 2012
Bank of America 2002 - 2004
Ford Motor Company 2000 - 2001
Ford Motor Company 1999 - 2000
Ford Motor Company 1998 - 1999
Kellogg Company 1997 - 1997
Japan Pulp & Paper (USA) 1993 - 1995
Skills
Multicultural Marketing, Digital Marketing, Experiential Marketing, Bilingual-Spanish, Strategic Planning, Brand Development, Business Strategy, Cross-functional Team..., Advertising, CRM, Direct Marketing, Fundraising, Integrated Marketing, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Management, Marketing Strategy, Media Planning, Relationship Marketing, Social Media Marketing, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 1998
MBA, Marketing
Brown University 1989 — 1993
BA, International Relations & Latin American Studies
Université Paris-Sorbonne 1991 — 1992
Language & Art
Bob Shippee Bob Shippee's Bank of America Experience 2001 - 2007
Job Board Director at Syncora Holdings Ltd.
Industry Banking
Experience
Syncora Holdings Ltd. 2009 - Present
Straumur Investment Bank 2007 - 2013
Bank of America 2001 - 2007
JPMorgan Chase 1971 - 2001
Skills
Credit Risk, Credit, Risk Management, Portfolio Management, Asset Management, Financial Risk, Investment Banking, Capital Markets, Syndications, Restructuring, Debt Restructuring, Banking, Credit Derivatives, Private Equity, Structured Finance, Investments, Financial Structuring, Valuation, Financial Markets, Securities, Project Finance, Credit Analysis, Corporate Finance, Hedge Funds, Derivatives, Structured Products, Leveraged Finance, Alternative Investments, Mergers & Acquisitions
Education
Brown University 1966 — 1970
AB, Economics
Syncora Holdings Ltd. 2009 - Present
Straumur Investment Bank 2007 - 2013
Bank of America 2001 - 2007
JPMorgan Chase 1971 - 2001
Skills
Credit Risk, Credit, Risk Management, Portfolio Management, Asset Management, Financial Risk, Investment Banking, Capital Markets, Syndications, Restructuring, Debt Restructuring, Banking, Credit Derivatives, Private Equity, Structured Finance, Investments, Financial Structuring, Valuation, Financial Markets, Securities, Project Finance, Credit Analysis, Corporate Finance, Hedge Funds, Derivatives, Structured Products, Leveraged Finance, Alternative Investments, Mergers & Acquisitions
Education
Brown University 1966 — 1970
AB, Economics
Steven Soojin Kim Steven Soojin Kim's Bank of America Experience June 2010 - August 2010
Job PhD Candidate in Applied Mathematics at Brown University
Industry Higher Education
Experience
Brown University 2013 - Present
Brown University February 2014 - December 2014
Goldman Sachs June 2011 - August 2011
Bank of America June 2010 - August 2010
Skills
Mathematical Modeling, Probability Theory, Network Theory, Statistics, Machine Learning, R, Matlab, SQL, LaTeX, Java, Science, Research
Education
Brown University 2012 — 2017
Doctor of Philosophy (PhD), Applied Mathematics, GPA 4.0
Princeton University 2008 — 2012
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering, magna cum laude
Brown University 2013 - Present
Brown University February 2014 - December 2014
Goldman Sachs June 2011 - August 2011
Bank of America June 2010 - August 2010
Skills
Mathematical Modeling, Probability Theory, Network Theory, Statistics, Machine Learning, R, Matlab, SQL, LaTeX, Java, Science, Research
Education
Brown University 2012 — 2017
Doctor of Philosophy (PhD), Applied Mathematics, GPA 4.0
Princeton University 2008 — 2012
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering, magna cum laude
Elijah Parker Elijah Parker's Bank of America Experience August 2010 - March 2011
Job Branch Manager/Banking Officer at First Volunteer Bank
Industry Financial Services
Experience
First Volunteer Bank January 2013 - Present
First Volunteer Bank January 2013 - Present
Wells Fargo June 2012 - January 2013
Chattanooga Neighborhood Enterprise, Inc. March 2011 - June 2012
Bank of America August 2010 - March 2011
Suntrust Bank May 2009 - August 2010
Synovus Mortgage/ Cohutta Bank October 2006 - May 2009
Skills
Real Estate, Customer Service, First Time Home Buyers, Investment Properties, Budgets, Property Management, Strategic Planning, Insurance, Microsoft Office, Mortgage Lending, Short Sales, Loans
Education
Bryan College 2010 — 2011
Bachelors, Business Management
Bryan College 2010 — 2011
Bachelor of Science, Business Administration
First Volunteer Bank January 2013 - Present
First Volunteer Bank January 2013 - Present
Wells Fargo June 2012 - January 2013
Chattanooga Neighborhood Enterprise, Inc. March 2011 - June 2012
Bank of America August 2010 - March 2011
Suntrust Bank May 2009 - August 2010
Synovus Mortgage/ Cohutta Bank October 2006 - May 2009
Skills
Real Estate, Customer Service, First Time Home Buyers, Investment Properties, Budgets, Property Management, Strategic Planning, Insurance, Microsoft Office, Mortgage Lending, Short Sales, Loans
Education
Bryan College 2010 — 2011
Bachelors, Business Management
Bryan College 2010 — 2011
Bachelor of Science, Business Administration
Cornelius Simons Cornelius Simons's Bank of America Experience February 2012 - Present
Job Preferred Client Services, Bank of America
Industry Banking
Experience
Bank of America February 2012 - Present
US Trust December 2010 - January 2012
Bank of America May 2006 - November 2010
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Cross Selling, Financial Services, Consumer Lending, Wealth Management, Credit Cards, Call Center, Customer Service, Event Planning, Sales, Conflict Resolution, PeopleSoft, Call Centers, Retirement Planning, Change Management
Education
Brown University
Bachelor of Arts (B.A.), Ethics & Political Philosophy
University College London, U. of London
Junior Year Abroad, Philosophy
Bank of America February 2012 - Present
US Trust December 2010 - January 2012
Bank of America May 2006 - November 2010
Skills
Banking, Credit, Loans, Retail Banking, Relationship Management, Cross Selling, Financial Services, Consumer Lending, Wealth Management, Credit Cards, Call Center, Customer Service, Event Planning, Sales, Conflict Resolution, PeopleSoft, Call Centers, Retirement Planning, Change Management
Education
Brown University
Bachelor of Arts (B.A.), Ethics & Political Philosophy
University College London, U. of London
Junior Year Abroad, Philosophy
Maxwell Rondon Maxwell Rondon's Bank of America Experience June 2009 - August 2009
Job Attorney (JD/MBA)
Industry Law Practice
Experience
Attorney June 2013 - Present
Batten Lee, PLLC August 2011 - June 2013
North Carolina Real Estate Commission January 2011 - April 2011
Cranfill, Sumner & Hartzog, LLP May 2010 - July 2010
Bank of America June 2009 - August 2009
Bloomberg August 2003 - January 2007
American Management Systems (AMS) June 2001 - August 2003
Skills
Medical Malpractice, Commercial Litigation, Real Estate Transactions, General Business..., Contract Negotiation, Contract Litigation, Legal Research, Legal Writing, General Liability..., Litigation, Trials, Corporate Law, Business Litigation, Civil Litigation, Torts, Hearings, Depositions, Product Liability, Motions, Westlaw, Pleadings, Courts, Personal Injury, Legal Advice, Spanish, Class Actions
Education
University of North Carolina School of Law 2007 — 2011
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate & Sustainability
Brown University 1997 — 2001
BA, International Relations
Attorney June 2013 - Present
Batten Lee, PLLC August 2011 - June 2013
North Carolina Real Estate Commission January 2011 - April 2011
Cranfill, Sumner & Hartzog, LLP May 2010 - July 2010
Bank of America June 2009 - August 2009
Bloomberg August 2003 - January 2007
American Management Systems (AMS) June 2001 - August 2003
Skills
Medical Malpractice, Commercial Litigation, Real Estate Transactions, General Business..., Contract Negotiation, Contract Litigation, Legal Research, Legal Writing, General Liability..., Litigation, Trials, Corporate Law, Business Litigation, Civil Litigation, Torts, Hearings, Depositions, Product Liability, Motions, Westlaw, Pleadings, Courts, Personal Injury, Legal Advice, Spanish, Class Actions
Education
University of North Carolina School of Law 2007 — 2011
JD
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Real Estate & Sustainability
Brown University 1997 — 2001
BA, International Relations
Chris Meli Chris Meli's Bank of America Experience October 2000 - October 2005
Job Head of Risk Management Group at SMBC Nikko Securities America, Inc.
Industry Financial Services
Experience
SMBC Nikko Securities America, Inc. May 2014 - Present
Barclays Capital November 2005 - May 2013
Bank of America October 2000 - October 2005
Deutsche Bank June 1999 - September 2000
Bankers Trust June 1996 - June 1999
Naval Research Laboratory August 1993 - July 1995
Max Planck Institute for Fluid Dynamics June 1992 - April 1993
Brown University January 1988 - May 1992
Skills
Market Risk, Derivatives, Structured Products, Fixed Income, Capital Markets, Structured Finance, Credit Derivatives, Interest Rate..., Credit Risk, Quantitative Finance, Bloomberg, Financial Risk, Risk Management
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Finance
Brown University 1986 — 1992
Ph.D., Physics
University of Delaware 1983 — 1986
B.S., B.A., Physics, History, cum laude
Dartmouth College 1982 — 1983
SMBC Nikko Securities America, Inc. May 2014 - Present
Barclays Capital November 2005 - May 2013
Bank of America October 2000 - October 2005
Deutsche Bank June 1999 - September 2000
Bankers Trust June 1996 - June 1999
Naval Research Laboratory August 1993 - July 1995
Max Planck Institute for Fluid Dynamics June 1992 - April 1993
Brown University January 1988 - May 1992
Skills
Market Risk, Derivatives, Structured Products, Fixed Income, Capital Markets, Structured Finance, Credit Derivatives, Interest Rate..., Credit Risk, Quantitative Finance, Bloomberg, Financial Risk, Risk Management
Education
Yale University - Yale School of Management 1995 — 1997
MBA, Finance
Brown University 1986 — 1992
Ph.D., Physics
University of Delaware 1983 — 1986
B.S., B.A., Physics, History, cum laude
Dartmouth College 1982 — 1983
John Rudberg John Rudberg's Bank of America Experience January 2004 - Present
Job Managing Director at Banc of America Leasing & Capital
Industry Banking
Experience
Bank of America January 2004 - Present
Fleet Bank 2000 - 2004
Bank of Boston 1981 - 2000
BankBoston 1981 - 2000
Skills
Credit, Middle Market, Banking, Risk Management, Leveraged Finance, Credit Risk, Commercial Lending, Credit Analysis, Investments, Investment Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Mergers, Fixed Income, Loans, Structured Finance, Financial Modeling, Commercial Banking, Finance, Valuation, Emerging Markets, Restructuring, Corporate Finance, Derivatives, Private Equity, Financial Services, Equities, Financial Risk, Asset Management, Hedge Funds, Securities, Treasury Management
Education
Brown University 1977 — 1981
AB, Economics
Bank of America January 2004 - Present
Fleet Bank 2000 - 2004
Bank of Boston 1981 - 2000
BankBoston 1981 - 2000
Skills
Credit, Middle Market, Banking, Risk Management, Leveraged Finance, Credit Risk, Commercial Lending, Credit Analysis, Investments, Investment Banking, Asset Based Lending, Portfolio Management, Financial Structuring, Mergers, Fixed Income, Loans, Structured Finance, Financial Modeling, Commercial Banking, Finance, Valuation, Emerging Markets, Restructuring, Corporate Finance, Derivatives, Private Equity, Financial Services, Equities, Financial Risk, Asset Management, Hedge Funds, Securities, Treasury Management
Education
Brown University 1977 — 1981
AB, Economics
Brian Powers Brian Powers's Bank of America Experience April 1979 - January 2010
Job CoFounder of Blue Ocean Logic Group, (COIN, Chatham Tech, Hy Lo Market Pros & Blue Ocean Logic)
Industry Management Consulting
Experience
Hy Lo Marketing May 2014 - Present
Blue Ocean Logic January 2010 - Present
COIN (Competitive Intelligence Corporation) August 2009 - Present
Chatham Technical Institute June 2012 - Present
Blue Ocean Logic Foundation June 2010 - Present
Organization of Chinese Americans January 2012 - Present
Chicago Minority Supplier Development Council January 2011 - Present
Bank of America April 1979 - January 2010
Womens Business Development Center 2007 - 2009
National Minority Supplier Development Council 2006 - 2009
Skills
Competitive Intelligence, Six Sigma, Market Research, Process Improvement, Change Management, Supply Chain Management, TQM, Marketing Research, Product Development, Business Development, Leadership, Management, Sales, Fundraising, Entrepreneurship, Program Management, Strategic Planning, New Business Development, Business Planning, Nonprofits, Sourcing, Team Building, Organizational..., Small Business, Marketing, Training, Strategy, Public Speaking, Vendor Management, Proposal Writing, Contract Negotiation, CRM, Risk Management, Negotiation, Strategic Partnerships, Business Strategy, Cross-functional Team..., Management Consulting, Start-ups, Community Development, Leadership Development, Project Management, Budgets, Executive Management, Procurement, Marketing Strategy, Mergers & Acquisitions, Integration, Competitive Analysis, Analysis
Education
University of Illinois at Chicago 1978 — 1983
Brown University 1977 — 1978
Biology
Hy Lo Marketing May 2014 - Present
Blue Ocean Logic January 2010 - Present
COIN (Competitive Intelligence Corporation) August 2009 - Present
Chatham Technical Institute June 2012 - Present
Blue Ocean Logic Foundation June 2010 - Present
Organization of Chinese Americans January 2012 - Present
Chicago Minority Supplier Development Council January 2011 - Present
Bank of America April 1979 - January 2010
Womens Business Development Center 2007 - 2009
National Minority Supplier Development Council 2006 - 2009
Skills
Competitive Intelligence, Six Sigma, Market Research, Process Improvement, Change Management, Supply Chain Management, TQM, Marketing Research, Product Development, Business Development, Leadership, Management, Sales, Fundraising, Entrepreneurship, Program Management, Strategic Planning, New Business Development, Business Planning, Nonprofits, Sourcing, Team Building, Organizational..., Small Business, Marketing, Training, Strategy, Public Speaking, Vendor Management, Proposal Writing, Contract Negotiation, CRM, Risk Management, Negotiation, Strategic Partnerships, Business Strategy, Cross-functional Team..., Management Consulting, Start-ups, Community Development, Leadership Development, Project Management, Budgets, Executive Management, Procurement, Marketing Strategy, Mergers & Acquisitions, Integration, Competitive Analysis, Analysis
Education
University of Illinois at Chicago 1978 — 1983
Brown University 1977 — 1978
Biology
Larry Otsuka's Bank of America Experience May 2009 - August 2009
Job Sales Director at Outbrain
Industry Internet
Experience
Outbrain January 2015 - Present
Outbrain January 2014 - January 2015
Outbrain November 2012 - January 2014
UBS August 2010 - November 2012
Merrill Lynch May 2010 - August 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Data Analysis, FX Options, Social Media, Valuation, Microsoft Word, Sales, Hedge Funds, Entrepreneurship, Salesforce.com, Marketing, Social Media Marketing, Accounting, Financial Markets, Investment Strategies, Retirement Planning, Start-ups, Analytics, Finance, Securities, Analysis, Business Strategy, Social Networking, Risk Management, Competitive Analysis, Public Speaking, Capital Markets, Bloomberg Terminal, Strategy, Alternative Investments, Market Research, Strategic Planning, Economics, Financial Services, Online Marketing, Strategic Partnerships, Business Development, Digital Marketing, Digital Strategy, CRM, Mobile Marketing
Education
Brown University 2006 — 2010
BA, Commerce, Organizations, and Entrepreneurship
Outbrain January 2015 - Present
Outbrain January 2014 - January 2015
Outbrain November 2012 - January 2014
UBS August 2010 - November 2012
Merrill Lynch May 2010 - August 2010
Bank of America May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Data Analysis, FX Options, Social Media, Valuation, Microsoft Word, Sales, Hedge Funds, Entrepreneurship, Salesforce.com, Marketing, Social Media Marketing, Accounting, Financial Markets, Investment Strategies, Retirement Planning, Start-ups, Analytics, Finance, Securities, Analysis, Business Strategy, Social Networking, Risk Management, Competitive Analysis, Public Speaking, Capital Markets, Bloomberg Terminal, Strategy, Alternative Investments, Market Research, Strategic Planning, Economics, Financial Services, Online Marketing, Strategic Partnerships, Business Development, Digital Marketing, Digital Strategy, CRM, Mobile Marketing
Education
Brown University 2006 — 2010
BA, Commerce, Organizations, and Entrepreneurship
Liza Boyajian Kravis's Bank of America Experience 1996 - July 2013
Job Marketing at Waterstone Defeasance, LLC
Industry Financial Services
Experience
Bank of America 1996 - July 2013
Citibank 1989 - 1995
Habitat International. October 1983 - January 1987
Abraham & Straus June 1982 - May 1983
Skills
Banking, Credit Cards, Product Management, Credit, Marketing, Portfolio Management, Relationship Management, Credit Risk, Risk Management, Financial Risk, Cross Selling, Six Sigma Green Belt, Leadership, Product Marketing, Six Sigma, Analytics, Operational Risk..., Financial Analysis, Strategy, Product Development, Process Improvement, Marketing Strategy, Strategic Planning, Financial Services, Vendor Management, Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
M.B.A., Marketing
Brown University 1978 — 1982
AB, American Civilization
Dwight Morrow High School 1974 — 1978
Bank of America 1996 - July 2013
Citibank 1989 - 1995
Habitat International. October 1983 - January 1987
Abraham & Straus June 1982 - May 1983
Skills
Banking, Credit Cards, Product Management, Credit, Marketing, Portfolio Management, Relationship Management, Credit Risk, Risk Management, Financial Risk, Cross Selling, Six Sigma Green Belt, Leadership, Product Marketing, Six Sigma, Analytics, Operational Risk..., Financial Analysis, Strategy, Product Development, Process Improvement, Marketing Strategy, Strategic Planning, Financial Services, Vendor Management, Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
M.B.A., Marketing
Brown University 1978 — 1982
AB, American Civilization
Dwight Morrow High School 1974 — 1978
Rachel Forman Rachel Forman's Bank of America Experience June 2008 - August 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2015 - Present
McKinsey & Company June 2014 - August 2014
Capital One July 2012 - July 2013
Capital One November 2011 - July 2012
Capital One July 2010 - November 2011
Capital One July 2009 - July 2010
Bank of America June 2008 - August 2008
Beijing Modern Dance Company May 2008 - June 2008
Skills
Chinese Language..., Mandarin, Analytics, Data Analysis, Strategy, Financial Services, Chinese, Project Management, Business Strategy, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2009
BA, International Relations
Harbin Institute of Technology 2008 — 2008
Chinese language, international relations
Princeton in Beijing 2007 — 2007
Summer Study- 3rd Year Mandarin
McKinsey & Company September 2015 - Present
McKinsey & Company June 2014 - August 2014
Capital One July 2012 - July 2013
Capital One November 2011 - July 2012
Capital One July 2010 - November 2011
Capital One July 2009 - July 2010
Bank of America June 2008 - August 2008
Beijing Modern Dance Company May 2008 - June 2008
Skills
Chinese Language..., Mandarin, Analytics, Data Analysis, Strategy, Financial Services, Chinese, Project Management, Business Strategy, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2009
BA, International Relations
Harbin Institute of Technology 2008 — 2008
Chinese language, international relations
Princeton in Beijing 2007 — 2007
Summer Study- 3rd Year Mandarin
Phillipa Ashby Phillipa Ashby's Bank of America Experience 2011 - 2012
Job Strategy, Analytics, and Business Process
Industry Management Consulting
Experience
Independence Blue Cross May 2015 - Present
AXIS Capital 2015 - Present
AIG 2012 - 2015
Bank of America 2011 - 2012
Clean City LLC June 2010 - June 2011
Alchemi, Inc 2000 - 2011
Center for Emerging Visual Artists 2004 - June 2010
Philadelphia Housing Authority 2008 - 2010
MarketingNPV October 2007 - 2008
Lincoln Financial Group 2004 - 2007
Skills
Training, Finance, Analysis, Investments, Coaching, New Business Development, Data Analysis, Organizational..., Risk Management, Nonprofits, Team Building, Proposal Writing, PMP, Leadership, Strategy, Management, Management Consulting, Business Development, Business Strategy, Strategic Planning, Marketing, Program Management, Process Improvement, Project Management, Public Speaking, Change Management, Business Process..., Marketing Strategy, Leadership Development, Financial Analysis, Business Planning, Six Sigma, Non-profits, Financial Modeling, FLMI
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of Pennsylvania - The Wharton School 2002 — 2004
Brown University 1991 — 1993
BA
University of Antwerp 1991 — 1992
Diploma
Milton Hersey School
Independence Blue Cross May 2015 - Present
AXIS Capital 2015 - Present
AIG 2012 - 2015
Bank of America 2011 - 2012
Clean City LLC June 2010 - June 2011
Alchemi, Inc 2000 - 2011
Center for Emerging Visual Artists 2004 - June 2010
Philadelphia Housing Authority 2008 - 2010
MarketingNPV October 2007 - 2008
Lincoln Financial Group 2004 - 2007
Skills
Training, Finance, Analysis, Investments, Coaching, New Business Development, Data Analysis, Organizational..., Risk Management, Nonprofits, Team Building, Proposal Writing, PMP, Leadership, Strategy, Management, Management Consulting, Business Development, Business Strategy, Strategic Planning, Marketing, Program Management, Process Improvement, Project Management, Public Speaking, Change Management, Business Process..., Marketing Strategy, Leadership Development, Financial Analysis, Business Planning, Six Sigma, Non-profits, Financial Modeling, FLMI
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
University of Pennsylvania - The Wharton School 2002 — 2004
Brown University 1991 — 1993
BA
University of Antwerp 1991 — 1992
Diploma
Milton Hersey School
Thomas Young Thomas Young's Bank of America Experience October 2003 - November 2006
Job Director, Global Talent Acquisition Center of Expertise at VF Corporation
Industry Apparel & Fashion
Experience
VF Corporation October 2014 - Present
Siemens November 2009 - September 2014
Campbell Soup Company December 2006 - November 2009
Bank of America October 2003 - November 2006
Merrill Lynch October 1999 - September 2003
Covance July 1998 - September 1999
Telcordia Technologies (Bellcore) April 1997 - June 1998
Tekmark Global Solutions December 1996 - March 1997
OHM Remediation Services November 1995 - December 1996
Diedre Moire Corporation August 1992 - November 1995
Skills
Recruiting, Management, Applicant Tracking..., Leadership, Onboarding, Technical Recruiting, Performance Management, Temporary Placement, Internet Recruiting, Talent Acquisition, Sourcing, Human Resources, Workforce Planning, Change Management, Succession Planning, Employee Relations, Employer Branding, Personnel Management, Executive Search, College Recruiting, Employee Engagement, Interviews, HRIS, Talent Management, Vendor Management, Employee Benefits, Organizational Design, Organizational..., Data Analysis, Metrics, HR Metrics, HR Project Management, HR Transformation, Legal Compliance, Reporting & Analysis, Report Writing, Project Management, Process Improvement, Process Optimization, Global Talent...
Education
Brown University 1988 — 1992
2 B.A.s, Organizational Behavior & Management and Business Economics
VF Corporation October 2014 - Present
Siemens November 2009 - September 2014
Campbell Soup Company December 2006 - November 2009
Bank of America October 2003 - November 2006
Merrill Lynch October 1999 - September 2003
Covance July 1998 - September 1999
Telcordia Technologies (Bellcore) April 1997 - June 1998
Tekmark Global Solutions December 1996 - March 1997
OHM Remediation Services November 1995 - December 1996
Diedre Moire Corporation August 1992 - November 1995
Skills
Recruiting, Management, Applicant Tracking..., Leadership, Onboarding, Technical Recruiting, Performance Management, Temporary Placement, Internet Recruiting, Talent Acquisition, Sourcing, Human Resources, Workforce Planning, Change Management, Succession Planning, Employee Relations, Employer Branding, Personnel Management, Executive Search, College Recruiting, Employee Engagement, Interviews, HRIS, Talent Management, Vendor Management, Employee Benefits, Organizational Design, Organizational..., Data Analysis, Metrics, HR Metrics, HR Project Management, HR Transformation, Legal Compliance, Reporting & Analysis, Report Writing, Project Management, Process Improvement, Process Optimization, Global Talent...
Education
Brown University 1988 — 1992
2 B.A.s, Organizational Behavior & Management and Business Economics
Andrea James Andrea James's Bank of America Experience 2008 - December 2009
Job Corporate Strategy Executive, USAA
Industry Insurance
Experience
USAA May 2015 - Present
Consulting March 2014 - April 2015
Kemper Corporation May 2012 - February 2014
Fireman's Fund Insurance Company September 2009 - May 2012
Bank of America 2008 - December 2009
Countrywide Insurance Group July 2007 - December 2008
Allstate November 1997 - July 2007
Skills
Strategy, Cross-functional Team..., Change Management, Risk Management, Analytics, Leadership, Customer Experience, Strategic Planning, Sales Operations, Business Strategy, Insurance, Sales, Underwriting, Project Management, Commercial Insurance, Property & Casualty..., Management, Business Planning, General Insurance
Education
Brown University 1987 — 1991
BA
Université Paris Sorbonne (Paris IV) 1990 — 1991
Shoreham Wading River
USAA May 2015 - Present
Consulting March 2014 - April 2015
Kemper Corporation May 2012 - February 2014
Fireman's Fund Insurance Company September 2009 - May 2012
Bank of America 2008 - December 2009
Countrywide Insurance Group July 2007 - December 2008
Allstate November 1997 - July 2007
Skills
Strategy, Cross-functional Team..., Change Management, Risk Management, Analytics, Leadership, Customer Experience, Strategic Planning, Sales Operations, Business Strategy, Insurance, Sales, Underwriting, Project Management, Commercial Insurance, Property & Casualty..., Management, Business Planning, General Insurance
Education
Brown University 1987 — 1991
BA
Université Paris Sorbonne (Paris IV) 1990 — 1991
Shoreham Wading River
Tracie Jeng Tracie Jeng's Bank of America Experience April 2002 - April 2003
Job VP, Marketing Manager at Wells Fargo Health Benefit Services
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo May 2005 - August 2014
Bank of America April 2002 - April 2003
NextCard, Inc. September 2000 - January 2002
Citi August 1995 - February 1998
Worth Magazine February 1993 - August 1995
Ruder Finn September 1992 - January 1993
Skills
Financial Services, Loans, Credit Cards, Relationship Management, Credit, Portfolio Management, Strategy, Banking, Marketing Strategy, Analytics, Segmentation, Integrated Marketing
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), Economics and International Relations
Instituto de Estudios Europeos, Madrid Spain 1991 — 1991
International Economics and Relations
South Pasadena High School, CA 1984 — 1988
High School
Wells Fargo August 2014 - Present
Wells Fargo May 2005 - August 2014
Bank of America April 2002 - April 2003
NextCard, Inc. September 2000 - January 2002
Citi August 1995 - February 1998
Worth Magazine February 1993 - August 1995
Ruder Finn September 1992 - January 1993
Skills
Financial Services, Loans, Credit Cards, Relationship Management, Credit, Portfolio Management, Strategy, Banking, Marketing Strategy, Analytics, Segmentation, Integrated Marketing
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), Economics and International Relations
Instituto de Estudios Europeos, Madrid Spain 1991 — 1991
International Economics and Relations
South Pasadena High School, CA 1984 — 1988
High School
Brendan Kennedy Brendan Kennedy's Bank of America Experience January 2002 - August 2005
Job Vice President, Corporate Banking Business Development
Industry Banking
Experience
Commerce Bank and Trust Company April 2015 - Present
Book Enterprises, LLC November 2009 - Present
Bank of America January 2002 - August 2005
Eastern Bank January 1999 - January 2003
Eyesaver International 1992 - 1993
Skills
Sales Process, Sales Management, Sales, Sales Operations, Account Management, Direct Sales, Cold Calling, Selling, New Business Development, B2B, Sales Presentations, Business Development, Customer Retention, Management, Portfolio Management, Loans, Financial Analysis, Credit, Finance, Banking
Education
Brown University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
PHILLIPS ANDOVER 1993 — 1994
High School Diploma, General Studies
Xaverian Brothers HS 1989 — 1993
General Studies
Commerce Bank and Trust Company April 2015 - Present
Book Enterprises, LLC November 2009 - Present
Bank of America January 2002 - August 2005
Eastern Bank January 1999 - January 2003
Eyesaver International 1992 - 1993
Skills
Sales Process, Sales Management, Sales, Sales Operations, Account Management, Direct Sales, Cold Calling, Selling, New Business Development, B2B, Sales Presentations, Business Development, Customer Retention, Management, Portfolio Management, Loans, Financial Analysis, Credit, Finance, Banking
Education
Brown University 1994 — 1998
Bachelor of Applied Science (B.A.Sc.), Organizational Behavior Studies
PHILLIPS ANDOVER 1993 — 1994
High School Diploma, General Studies
Xaverian Brothers HS 1989 — 1993
General Studies
Ann Marie Camp's Bank of America Experience June 2015 - Present
Job Sales Service Specialist
Industry Banking
Experience
Bank of America June 2015 - Present
Bank of America March 2014 - Present
Bank of America January 2011 - March 2014
Epilepsy- Pralid, Inc. April 2002 - January 2008
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Risk Management, Cash Management, Underwriting, Financial Risk, Financial Analysis, 10 Key, Finance, Relationship Management, Portfolio Management, PeopleSoft, Sales, Banking, Retail Banking, Public Speaking, Commercial Lending
Education
Capella University 2008 — 2010
Master of Business Administration (MBA), Finance
Nazareth College 1997 — 2000
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Bryant & Stratton College
Associate's degree, Accounting
Bank of America June 2015 - Present
Bank of America March 2014 - Present
Bank of America January 2011 - March 2014
Epilepsy- Pralid, Inc. April 2002 - January 2008
Skills
Credit, Loans, Credit Analysis, Mortgage Lending, Risk Management, Cash Management, Underwriting, Financial Risk, Financial Analysis, 10 Key, Finance, Relationship Management, Portfolio Management, PeopleSoft, Sales, Banking, Retail Banking, Public Speaking, Commercial Lending
Education
Capella University 2008 — 2010
Master of Business Administration (MBA), Finance
Nazareth College 1997 — 2000
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Bryant & Stratton College
Associate's degree, Accounting
Elena Mertus's Bank of America Experience March 2014 - August 2014
Job Paralegal/ Office Manager at Boston Technology Law, PLLC
Industry Internet
Experience
Boston Technology Law, PLLC July 2015 - Present
Swipely September 2014 - February 2015
LUSH FRESH HANDMADE COSMETICS North America October 2012 - October 2014
Bank of America March 2014 - August 2014
TVRage December 2013 - May 2014
The Groden Center July 2009 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Retail, Public Speaking, Social Media, Sales, Research, Facebook, Management, Teaching, Time Management, Leadership, Training, Event Planning, Social Networking, Writing, Marketing, Sales Management, Blogging, Social Media Marketing, Editing, New Business Development, Salesforce.com, Strategy, Account Management, Analytics, Start-ups, Strategic Partnerships, Marketing Strategy, Strategic Planning, Entrepreneurship, Business Development, Public Relations
Education
Brown University 2004 — 2008
Bachelor's degree, Psychology
University of Notre Dame - Mendoza College of Business 2013 — 2013
Certificate in Negotiation, Negotiation and Conflict Resolution, A
St. Mary Academy Bay View 2000 — 2004
High School Diploma, High School/Secondary Diplomas and Certificates
Boston Technology Law, PLLC July 2015 - Present
Swipely September 2014 - February 2015
LUSH FRESH HANDMADE COSMETICS North America October 2012 - October 2014
Bank of America March 2014 - August 2014
TVRage December 2013 - May 2014
The Groden Center July 2009 - July 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Retail, Public Speaking, Social Media, Sales, Research, Facebook, Management, Teaching, Time Management, Leadership, Training, Event Planning, Social Networking, Writing, Marketing, Sales Management, Blogging, Social Media Marketing, Editing, New Business Development, Salesforce.com, Strategy, Account Management, Analytics, Start-ups, Strategic Partnerships, Marketing Strategy, Strategic Planning, Entrepreneurship, Business Development, Public Relations
Education
Brown University 2004 — 2008
Bachelor's degree, Psychology
University of Notre Dame - Mendoza College of Business 2013 — 2013
Certificate in Negotiation, Negotiation and Conflict Resolution, A
St. Mary Academy Bay View 2000 — 2004
High School Diploma, High School/Secondary Diplomas and Certificates
Devika Seeraj's Bank of America Experience June 2015 - August 2015
Job Human Resources Development Program Analyst Intern
Industry Financial Services
Experience
Residential Life August 2014 - Present
Bank of America June 2015 - August 2015
Park East High School January 2015 - January 2015
CIT June 2014 - August 2014
D'Abate Elementary School Summer Camp June 2013 - August 2013
Deutsche Bank June 2012 - August 2012
Skills
Face to Face..., Social Media Outreach, Organizational Behavior, Money Management, Peer Tutoring, Community Outreach, Public Speaking, Microsoft Excel, Teaching, Customer Service, Event Planning, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Research, Teamwork, Editing, Social Media, Leadership
Education
Brown University 2012 — 2016
Bachelor of Arts (BA), Business, Entrepreneurship and Organizational Studies & Urban Studies
Long Island City High School 2008 — 2012
Advanced High School Diploma, Advanced Placement/ Honors, Ranked 3/628
Residential Life August 2014 - Present
Bank of America June 2015 - August 2015
Park East High School January 2015 - January 2015
CIT June 2014 - August 2014
D'Abate Elementary School Summer Camp June 2013 - August 2013
Deutsche Bank June 2012 - August 2012
Skills
Face to Face..., Social Media Outreach, Organizational Behavior, Money Management, Peer Tutoring, Community Outreach, Public Speaking, Microsoft Excel, Teaching, Customer Service, Event Planning, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Research, Teamwork, Editing, Social Media, Leadership
Education
Brown University 2012 — 2016
Bachelor of Arts (BA), Business, Entrepreneurship and Organizational Studies & Urban Studies
Long Island City High School 2008 — 2012
Advanced High School Diploma, Advanced Placement/ Honors, Ranked 3/628
Jamie Bernardin Jamie Bernardin's Bank of America Experience April 1994 - January 1997
Job CTO at Integral Ad Science
Industry Computer Software
Experience
Integral Ad Science March 2015 - Present
Independent Consulting April 2014 - Present
TIBCO Software August 2009 - March 2014
DataSynapse, Inc. (acquired by TIBCO Software) March 2000 - August 2009
Barclays Global Investors January 1998 - February 2000
FICO (Risk Management Technologies) June 1997 - December 1997
Bank of America April 1994 - January 1997
NASA Goddard Space Flight Center September 1990 - August 1993
Skills
Entrepreneurship, Software Development, SOA, Distributed Systems, Architecture, Cloud Computing, Strategy, SaaS, Enterprise Software, TIBCO, IT Strategy, Professional Services, Java, Business Intelligence, Agile Methodologies, Start-ups, Pre-sales, Enterprise Architecture, Solution Architecture, Mobile Devices, Middleware, Integration
Education
Brown University 1991 — 1993
Doctor of Philosophy (Ph.D.), Engineering Physics
Brown University 1989 — 1991
Master of Science (MS), Electrical Engineering
Brown University 1985 — 1989
Bachelor of Science (B.Sc.), Applied Math and Engineering (separate degrees)
Integral Ad Science March 2015 - Present
Independent Consulting April 2014 - Present
TIBCO Software August 2009 - March 2014
DataSynapse, Inc. (acquired by TIBCO Software) March 2000 - August 2009
Barclays Global Investors January 1998 - February 2000
FICO (Risk Management Technologies) June 1997 - December 1997
Bank of America April 1994 - January 1997
NASA Goddard Space Flight Center September 1990 - August 1993
Skills
Entrepreneurship, Software Development, SOA, Distributed Systems, Architecture, Cloud Computing, Strategy, SaaS, Enterprise Software, TIBCO, IT Strategy, Professional Services, Java, Business Intelligence, Agile Methodologies, Start-ups, Pre-sales, Enterprise Architecture, Solution Architecture, Mobile Devices, Middleware, Integration
Education
Brown University 1991 — 1993
Doctor of Philosophy (Ph.D.), Engineering Physics
Brown University 1989 — 1991
Master of Science (MS), Electrical Engineering
Brown University 1985 — 1989
Bachelor of Science (B.Sc.), Applied Math and Engineering (separate degrees)
Jacqueline Boucher's Bank of America Experience February 2007 - February 2009
Job Director, Learning Lead Personal Investing at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
AT&T January 2014 - October 2014
HJ Heinz January 2010 - November 2013
Sperian Protection September 2009 - January 2010
HJHeinz August 2009 - December 2009
Bank of America February 2007 - February 2009
Hasbro, Inc. April 2004 - February 2007
Hasbro August 2001 - April 2004
Hasbro June 1996 - August 2001
Hasbro, Inc. 1994 - June 1996
Skills
Talent Management, Performance Management, Employee Engagement, Organizational..., Succession Planning, Leadership Development, Change Management, Leadership, Training, Human Resources, Personnel Management, Coaching, Executive Coaching, Management, Onboarding, Organizational..., Program Management, Team Building, Business Development, Project Management, Outsourcing, Organizational Design, Career Development, Interviews, E-Learning, Team Leadership, Recruiting, Employee Relations, HRIS, Employer Branding, 360 Feedback, Management Development, Employee Benefits, HR Policies, Workshop Facilitation, Employee Training, Training Delivery, Instructional Design, Culture Change, Project Planning, Talent Acquisition, New Hire Orientations
Education
Bryant University 2015 — 2015
Certificate, Project Management
University of Rhode Island
Bachelor of Arts (BA), Humanities
Brown University 2002 — 2003
Certificate, Training Professional- BLC
Fidelity Investments June 2015 - Present
AT&T January 2014 - October 2014
HJ Heinz January 2010 - November 2013
Sperian Protection September 2009 - January 2010
HJHeinz August 2009 - December 2009
Bank of America February 2007 - February 2009
Hasbro, Inc. April 2004 - February 2007
Hasbro August 2001 - April 2004
Hasbro June 1996 - August 2001
Hasbro, Inc. 1994 - June 1996
Skills
Talent Management, Performance Management, Employee Engagement, Organizational..., Succession Planning, Leadership Development, Change Management, Leadership, Training, Human Resources, Personnel Management, Coaching, Executive Coaching, Management, Onboarding, Organizational..., Program Management, Team Building, Business Development, Project Management, Outsourcing, Organizational Design, Career Development, Interviews, E-Learning, Team Leadership, Recruiting, Employee Relations, HRIS, Employer Branding, 360 Feedback, Management Development, Employee Benefits, HR Policies, Workshop Facilitation, Employee Training, Training Delivery, Instructional Design, Culture Change, Project Planning, Talent Acquisition, New Hire Orientations
Education
Bryant University 2015 — 2015
Certificate, Project Management
University of Rhode Island
Bachelor of Arts (BA), Humanities
Brown University 2002 — 2003
Certificate, Training Professional- BLC
James Hazard James Hazard's Bank of America Experience 1977 - 1977
Job Founder, CommonAccord
Industry Law Practice
Experience
CommonAccord 2010 - Present
Law Office of James Hazard (Cabinet d'avocat) June 1994 - July 2007
Pierre-Pascal Bruneau & Associés May 1991 - April 1994
McDermott, Will & Emery 1983 - 1991
Oregon Supreme Court 1979 - 1980
Stoel Rives LLP 1978 - 1978
Bank of America 1977 - 1977
Max Planck Institute for Dynamics and Selforganization 1975 - 1976
Language House International 1975 - 1975
Skills
Commercial Litigation, Mergers, Financial Transactions, Intellectual Property, Corporate Governance, Licensing, Corporate Law, Venture Capital, Entrepreneurship, Start-ups, Litigation, International Law, Joint Ventures, Legal Writing, Mergers & Acquisitions, Competition Law
Education
Cornell Law School 1976 — 1979
J.D.
Brown University 1970 — 1974
A.B.
University of Chicago Laboratory School 1966 — 1970
H.S.
Hillside Elementary, Berkeley 1958 — 1964
CommonAccord 2010 - Present
Law Office of James Hazard (Cabinet d'avocat) June 1994 - July 2007
Pierre-Pascal Bruneau & Associés May 1991 - April 1994
McDermott, Will & Emery 1983 - 1991
Oregon Supreme Court 1979 - 1980
Stoel Rives LLP 1978 - 1978
Bank of America 1977 - 1977
Max Planck Institute for Dynamics and Selforganization 1975 - 1976
Language House International 1975 - 1975
Skills
Commercial Litigation, Mergers, Financial Transactions, Intellectual Property, Corporate Governance, Licensing, Corporate Law, Venture Capital, Entrepreneurship, Start-ups, Litigation, International Law, Joint Ventures, Legal Writing, Mergers & Acquisitions, Competition Law
Education
Cornell Law School 1976 — 1979
J.D.
Brown University 1970 — 1974
A.B.
University of Chicago Laboratory School 1966 — 1970
H.S.
Hillside Elementary, Berkeley 1958 — 1964
Eric Rodriguez Eric Rodriguez's Bank of America Experience June 2012 - August 2012
Job Term Member at Council on Foreign Relations
Industry International Affairs
Experience
Council on Foreign Relations June 2014 - Present
Bank of America-Merrill Lynch July 2013 - July 2014
Brown University May 2010 - 2013
Bank of America June 2012 - August 2012
California Department of Social Services October 2008 - June 2011
Executive Fellowship Program, California Department of Social Services October 2008 - August 2009
Stanford Law School June 2008 - August 2008
Office of United State Senator Jack Reed January 2008 - June 2008
Pioneer High School AVID Program September 2005 - May 2006
United States Army Reserve October 2001 - October 2005
Skills
Public Policy, Policy Analysis, Politics, International Relations, Stata, Community Outreach, Non-profits, Political Campaigns, International..., Political Science, Foreign Policy, Research, Government, Nonprofits, Qualitative Research, Grant Writing, Legislative Relations, Grants, Program Evaluation, Economic Development
Education
Harvard University 2011 — 2013
MPP, International Trade and Finance
Brown University
B.A., International Relations
University of California, Berkeley 2007 — 2007
Public Policy and International Affairs (PPIA)
Council on Foreign Relations June 2014 - Present
Bank of America-Merrill Lynch July 2013 - July 2014
Brown University May 2010 - 2013
Bank of America June 2012 - August 2012
California Department of Social Services October 2008 - June 2011
Executive Fellowship Program, California Department of Social Services October 2008 - August 2009
Stanford Law School June 2008 - August 2008
Office of United State Senator Jack Reed January 2008 - June 2008
Pioneer High School AVID Program September 2005 - May 2006
United States Army Reserve October 2001 - October 2005
Skills
Public Policy, Policy Analysis, Politics, International Relations, Stata, Community Outreach, Non-profits, Political Campaigns, International..., Political Science, Foreign Policy, Research, Government, Nonprofits, Qualitative Research, Grant Writing, Legislative Relations, Grants, Program Evaluation, Economic Development
Education
Harvard University 2011 — 2013
MPP, International Trade and Finance
Brown University
B.A., International Relations
University of California, Berkeley 2007 — 2007
Public Policy and International Affairs (PPIA)
Sulaka Polidura's Bank of America Experience September 2000 - Present
Job VP, Corporate Recruiter at Bank of America
Industry Banking
Experience
Bank of America September 2000 - Present
Bank of America August 1999 - September 2000
Bank of America May 1997 - July 1999
Skills
Human Resources, Recruiting, Finance, Financial Services, Banking, Leadership Development, Performance Management, Onboarding, Customer Service, Relationship Management, Talent Acquisition, Management, Mortgage Lending, Credit, Loans, Mergers & Acquisitions, Employee Relations, Leadership, Interviews, Commercial Banking, Applicant Tracking..., Sourcing, Employee Benefits, Risk Management, CRM, Retail Banking, Talent Management, Benefits Negotiation, Call Centers, Coaching, College Recruiting, Deferred Compensation, Employee Engagement, Temporary Placement, Process Improvement, Technical Recruiting, Vendor Management, Cold Calling, Executive Management, Succession Planning, Hiring, Workforce Planning, Internet Recruiting, HRIS, Training, Screening Resumes, Taleo, Executive Search, Staffing Services, Strategy
Education
Brown University 1994 — 1998
Bachelor of Arts, Organizational Behavior and Management
Bank of America September 2000 - Present
Bank of America August 1999 - September 2000
Bank of America May 1997 - July 1999
Skills
Human Resources, Recruiting, Finance, Financial Services, Banking, Leadership Development, Performance Management, Onboarding, Customer Service, Relationship Management, Talent Acquisition, Management, Mortgage Lending, Credit, Loans, Mergers & Acquisitions, Employee Relations, Leadership, Interviews, Commercial Banking, Applicant Tracking..., Sourcing, Employee Benefits, Risk Management, CRM, Retail Banking, Talent Management, Benefits Negotiation, Call Centers, Coaching, College Recruiting, Deferred Compensation, Employee Engagement, Temporary Placement, Process Improvement, Technical Recruiting, Vendor Management, Cold Calling, Executive Management, Succession Planning, Hiring, Workforce Planning, Internet Recruiting, HRIS, Training, Screening Resumes, Taleo, Executive Search, Staffing Services, Strategy
Education
Brown University 1994 — 1998
Bachelor of Arts, Organizational Behavior and Management
Donna Wheeler Donna Wheeler's Bank of America Experience September 1998 - August 2004
Job Commercial Portfolio Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2010 - Present
Essential Capital Finance, Inc. August 2008 - August 2010
Plan to Adopt March 2004 - November 2008
Florida Bank of Jacksonville f/k/a Cygnet Private Bank 2007 - 2008
Bank of America September 1998 - August 2004
Barnett Banks, Inc. 1986 - 1997
Skills
Loans, Small Business Lending, Credit, Banking, Commercial Banking, Risk, Commercial Lending, Lines Of Credit, Financial Risk, Financial Analysis, Mortgage Servicing, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Commercial Mortgages, Underwriting, Loss Mitigation, Financial Institutions, Consumer Lending, Investment Properties, Mortgage Lending, SBA, Retail Banking, Cash Management, Risk Management, Commercial Real Estate, Treasury Management, Middle Market, Construction Loans
Education
Simmons College - Simmons School of Management 1979 — 1980
MBA, Management
Brown University 1973 — 1977
BA, History
SunTrust Bank August 2010 - Present
Essential Capital Finance, Inc. August 2008 - August 2010
Plan to Adopt March 2004 - November 2008
Florida Bank of Jacksonville f/k/a Cygnet Private Bank 2007 - 2008
Bank of America September 1998 - August 2004
Barnett Banks, Inc. 1986 - 1997
Skills
Loans, Small Business Lending, Credit, Banking, Commercial Banking, Risk, Commercial Lending, Lines Of Credit, Financial Risk, Financial Analysis, Mortgage Servicing, Credit Analysis, Portfolio Management, Loan Origination, Asset Based Lending, Commercial Mortgages, Underwriting, Loss Mitigation, Financial Institutions, Consumer Lending, Investment Properties, Mortgage Lending, SBA, Retail Banking, Cash Management, Risk Management, Commercial Real Estate, Treasury Management, Middle Market, Construction Loans
Education
Simmons College - Simmons School of Management 1979 — 1980
MBA, Management
Brown University 1973 — 1977
BA, History
Steven Zhu Steven Zhu's Bank of America Experience 2013 - Present
Job SVP at Bank of America
Industry Financial Services
Experience
Bank of America 2013 - Present
Morgan Stanley 2012 - 2013
Bank of America Merrill Lynch 2002 - 2012
Bank of America 2009 - 2009
Bank of America 2003 - 2009
Financial Institutions 1993 - 2003
Skills
Market Risk, Derivatives, Commodity, Fixed Income, Hedging, Commodity Markets, Quantitative Finance, Financial Risk, Basel II, Interest Rate..., Credit Risk, Counterparty Risk, Portfolio Management, Risk Management, VAR, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1993
Visiting Scholar in Financial Economics
Brown University
PhD, Division of Applied Mathematics
Case Western Reserve University
M.S, Operations Research
Peking University
Bachelor of Science (B.S.), Mathematics
Bank of America 2013 - Present
Morgan Stanley 2012 - 2013
Bank of America Merrill Lynch 2002 - 2012
Bank of America 2009 - 2009
Bank of America 2003 - 2009
Financial Institutions 1993 - 2003
Skills
Market Risk, Derivatives, Commodity, Fixed Income, Hedging, Commodity Markets, Quantitative Finance, Financial Risk, Basel II, Interest Rate..., Credit Risk, Counterparty Risk, Portfolio Management, Risk Management, VAR, FX Options, Trading
Education
MIT Sloan School of Management 1992 — 1993
Visiting Scholar in Financial Economics
Brown University
PhD, Division of Applied Mathematics
Case Western Reserve University
M.S, Operations Research
Peking University
Bachelor of Science (B.S.), Mathematics
Michael Bidun Michael Bidun's Bank of America Experience October 2010 - February 2011
Job Managing Member at Tapestry Data, LLC.
Industry Financial Services
Experience
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Tapestry Data, LLC November 2013 - Present
Citigroup April 2011 - November 2013
Bank of America October 2010 - February 2011
Barclays Capital June 2009 - June 2010
Morgan Stanley January 2004 - January 2009
Freddie Mac April 2003 - October 2003
Fannie Mae February 2002 - April 2003
Credit Suisse 1998 - 1999
UBS Securities LLC 1997 - 1999
JP Morgan 1992 - 1995
Skills
Derivatives, Risk Management, Market Risk, Program Management, Operational Risk..., Financial Risk, Basel II, Fixed Income, Credit Risk, Vendor Management, Portfolio Management, Financial Services, Equity Derivatives, Credit Derivatives, Management, Data Analysis, Operational Risk, Disaster Recovery, Enterprise Risk..., Analysis, Quantitative Analysis, Data Quality, Analytics, Trading Systems, Capital Markets, Strategy, Mortgage Banking, Key Risk Indicator..., Operational Risk..., Risk Reporting, Risk Aggregation, Supply Management, Trading, Interest Rate..., Investment Banking, Finance, Integration, Sybase, Hedge Funds, Enterprise Software, Prime Brokerage, Supplier Management, Recruiting, Technical Recruiting, Consulting, Business Analysis, Leadership, SDLC, IT Strategy
Education
Brown University 1981 — 1985
BS, Computer Science
wilde lake high school
Kenneth Ramaley Kenneth Ramaley's Bank of America Experience November 2006 - December 2011
Job When You're Tired of Auditing Like It's 1999
Industry Management Consulting
Experience
Ramaley Group December 2011 - Present
Bank of America November 2006 - December 2011
Bank of America May 2004 - November 2006
Bank of America August 2002 - May 2004
Prudential 2000 - 2002
Prudential Financial 1999 - 2000
GE Capital 1997 - 1999
Skills
Public Speaking, Customer Experience, Training Delivery, Out Of the Box, Business Coaching, Operational Risk..., Risk Management, Financial Risk, Enterprise Risk..., Process Improvement, Business Process..., Banking, Six Sigma, Financial Services, Financial Analysis, Internal Audit, Change Management, Cross-functional Team..., Internal Controls, Analysis, Management, Sarbanes-Oxley Act, Auditing, Analytics, Leadership, Training, Operational Risk, SDLC, Product Management, Team Building, Management Consulting, Executive Management, Mergers & Acquisitions, Financial Modeling, Operational Excellence, Strategy, Finance
Education
The University of Chicago - Booth School of Business 1999 — 2002
MBA with Honors, Finance, General Management
Brown University 1987 — 1991
Bachelor of Arts, Mathematics
Ramaley Group December 2011 - Present
Bank of America November 2006 - December 2011
Bank of America May 2004 - November 2006
Bank of America August 2002 - May 2004
Prudential 2000 - 2002
Prudential Financial 1999 - 2000
GE Capital 1997 - 1999
Skills
Public Speaking, Customer Experience, Training Delivery, Out Of the Box, Business Coaching, Operational Risk..., Risk Management, Financial Risk, Enterprise Risk..., Process Improvement, Business Process..., Banking, Six Sigma, Financial Services, Financial Analysis, Internal Audit, Change Management, Cross-functional Team..., Internal Controls, Analysis, Management, Sarbanes-Oxley Act, Auditing, Analytics, Leadership, Training, Operational Risk, SDLC, Product Management, Team Building, Management Consulting, Executive Management, Mergers & Acquisitions, Financial Modeling, Operational Excellence, Strategy, Finance
Education
The University of Chicago - Booth School of Business 1999 — 2002
MBA with Honors, Finance, General Management
Brown University 1987 — 1991
Bachelor of Arts, Mathematics
Neel Ray Neel Ray's Bank of America Experience January 2010 - February 2013
Job Senior Director, M&A and Corporate Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
TIAA-CREF February 2013 - Present
Bank of America January 2010 - February 2013
Merrill Lynch January 2004 - December 2009
Deutsche Bank 2001 - 2003
Credit Suisse First Boston July 1999 - June 2001
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration
Brown University 1995 — 1999
B.S., Applied Mathematics-Economics
Haddonfield memorial high school
David Ullrich's Bank of America Experience April 1994 - September 2000
Job SVP FlexTrade
Industry Banking
Experience
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
FlexTrade May 2015 - Present
Morgan Stanley April 2010 - March 2015
State Street September 2007 - March 2010
State Street September 2000 - March 2010
Bank of America April 1994 - September 2000
Sanwa Bank April 1992 - April 1994
Julius Baer March 1990 - May 1992
Credit Suisse September 1987 - February 1990
Skills
Trading Systems, Derivatives, Commodity, FX Options, FX trading, Portfolio Management, Asset Management, Alternative Investments, Equities, Equity Trading, Financial Markets, Currency, Trading, Fixed Income, Capital Markets, Risk Management, Asset Allocation, Hedge Funds, Options, Series 63, Investment Banking, Investments, Bloomberg, Financial Analysis, Securities, Series 7, Electronic Trading, Asset Managment, Private Equity, Emerging Markets, Equity Research, Foreign Exchange, Investment Management, Investment Strategies, Financial Services, Bonds, Swaps, Mutual Funds, Equity Derivatives, ETFs, Structured Products, Prime Brokerage, Middle Office, Interest Rate..., FX Trading, Trading Strategies
Education
Brown University 1983 — 1987
BA, Applied Math/Economics
William Brannan William Brannan's Bank of America Experience May 2012 - May 2013
Job Derivatives Attorney
Industry Law Practice
Experience
Lowenstein Sandler LLP October 2014 - Present
Barclays Investment Bank May 2013 - October 2014
Bank of America May 2012 - May 2013
Credit Suisse May 2010 - August 2010
Skills
Hedge Funds, Derivatives, Securities, Legal Research, Legal Writing, Capital Markets, Investment Banking, Equities
Education
Penn State University 2008 — 2011
Doctor of Law (JD), Law
Brunel University London 2005 — 2008
Bsc., International Politics
Lowenstein Sandler LLP October 2014 - Present
Barclays Investment Bank May 2013 - October 2014
Bank of America May 2012 - May 2013
Credit Suisse May 2010 - August 2010
Skills
Hedge Funds, Derivatives, Securities, Legal Research, Legal Writing, Capital Markets, Investment Banking, Equities
Education
Penn State University 2008 — 2011
Doctor of Law (JD), Law
Brunel University London 2005 — 2008
Bsc., International Politics
Kurt Eden Kurt Eden's Bank of America Experience November 2004 - February 2006
Job Overnight Stocker at Walmart
Industry Banking
Experience
Walmart June 2014 - Present
Citibank (Banamex USA) September 2011 - May 2014
Directv July 2007 - February 2011
Bank of America November 2004 - February 2006
Skills
Banking, Credit, Retail Banking, Loans, Cross Selling, Consumer Lending, Deposits, Commercial Banking, Credit Cards, Small Business Lending, Branch Management, Call Center, Credit Analysis, Mortgage Lending, Branch Banking, Customer Service, AML, 10 Key, Customer Satisfaction, Commercial Lending, Call Centers, Cash Management, Payments
Education
Brown Mackie College-Boise 2011 — 2013
Associate's Degree, Health/Health Care Administration/Management
Martin Van Buren HS 1983 — 1986
Diploma, Academic
Walmart June 2014 - Present
Citibank (Banamex USA) September 2011 - May 2014
Directv July 2007 - February 2011
Bank of America November 2004 - February 2006
Skills
Banking, Credit, Retail Banking, Loans, Cross Selling, Consumer Lending, Deposits, Commercial Banking, Credit Cards, Small Business Lending, Branch Management, Call Center, Credit Analysis, Mortgage Lending, Branch Banking, Customer Service, AML, 10 Key, Customer Satisfaction, Commercial Lending, Call Centers, Cash Management, Payments
Education
Brown Mackie College-Boise 2011 — 2013
Associate's Degree, Health/Health Care Administration/Management
Martin Van Buren HS 1983 — 1986
Diploma, Academic
Phil Shinn Phil Shinn's Bank of America Experience January 2003 - April 2004
Job Technical Consultant at Cyara
Industry Computer Software
Experience
Cyara March 2015 - Present
Morgan Stanley May 2010 - March 2015
IVR Design Group September 2009 - May 2010
Genesys April 2004 - October 2009
Bank of America January 2003 - April 2004
HeyAnita March 2001 - January 2003
HRL Laboratories, LLC September 2000 - March 2001
Text Analysis International August 1998 - March 2001
Indicast 2000 - 2000
Unisys 1999 - 2000
Skills
Telecommunications, Strategy, Speech Technology, Pre-sales, User Interface Design, Requirements Analysis, Testing, Python, Speech Recognition, Software Project..., Product Management, Java, Natural Language..., Scrum, SaaS, Business Development, Mobile Applications, Agile Project Management, Usability Testing, User Experience, Enterprise Software, MongoDB, Cloud Computing, Business Analysis, Integration, Business Intelligence, Interaction Design, Visio, Agile Methodologies, Software Engineering, Mobile Devices, Strategic Planning, SDLC, Microsoft SQL Server, User Interface, Call Centers, Java software..., Web Services, SQL, Leadership, Start-ups, Program Management, Project Management, Call Center, JavaScript, C#, HTML, Requirements Gathering, Web Applications, Analytics
Education
Brown University 1979 — 1984
Doctor of Philosophy (Ph.D.), Linguistics
Brown University 1973 — 1977
BA, International Relations, History
Cyara March 2015 - Present
Morgan Stanley May 2010 - March 2015
IVR Design Group September 2009 - May 2010
Genesys April 2004 - October 2009
Bank of America January 2003 - April 2004
HeyAnita March 2001 - January 2003
HRL Laboratories, LLC September 2000 - March 2001
Text Analysis International August 1998 - March 2001
Indicast 2000 - 2000
Unisys 1999 - 2000
Skills
Telecommunications, Strategy, Speech Technology, Pre-sales, User Interface Design, Requirements Analysis, Testing, Python, Speech Recognition, Software Project..., Product Management, Java, Natural Language..., Scrum, SaaS, Business Development, Mobile Applications, Agile Project Management, Usability Testing, User Experience, Enterprise Software, MongoDB, Cloud Computing, Business Analysis, Integration, Business Intelligence, Interaction Design, Visio, Agile Methodologies, Software Engineering, Mobile Devices, Strategic Planning, SDLC, Microsoft SQL Server, User Interface, Call Centers, Java software..., Web Services, SQL, Leadership, Start-ups, Program Management, Project Management, Call Center, JavaScript, C#, HTML, Requirements Gathering, Web Applications, Analytics
Education
Brown University 1979 — 1984
Doctor of Philosophy (Ph.D.), Linguistics
Brown University 1973 — 1977
BA, International Relations, History
David Kellogg's Bank of America Experience March 1983 - July 2000
Job President at Kellogg Associates, LLC
Industry Financial Services
Experience
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
Kellogg Associates, LLC August 2000 - Present
Bank of America March 1983 - July 2000
Fleet Capital Leasing 1996 - 2000
Fleet Capital 1996 - 2000
FleetBoston Financial Group 1984 - 2000
Fleet Bank 1984 - 2000
Old Stone Bank March 1983 - October 1984
Skills
Mergers, Due Diligence, Organizational..., Strategic Planning, Strategic Financial..., Business Strategy, Financial Analysis, Private Equity, Business Valuation, Accounting, Loans, Restructuring, Banking, Credit Analysis, Strategy, Management, Management Consulting, Investments, Finance, Process Improvement, Financial Services, Negotiation, Commercial Lending, Executive Management, Credit, Portfolio Management, Financial Modeling, Risk Management, Business Planning, Small Business, Governance, Mergers & Acquisitions, Start-ups
Education
Brown University 1977 — 1982
BA, Economics
Brian Boglitz's Bank of America Experience November 2005 - March 2007
Job Director at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank May 2007 - Present
Bank of America November 2005 - March 2007
Accenture July 1993 - November 2005
Andersen Consulting 1993 - 2001
Andersen Consulting (Accenture) 1993 - 2001
Skills
Capital Markets, Technical Architecture
Education
Brown University 1989 — 1993
Sc. B., Electrical Engineering
UBS Investment Bank May 2007 - Present
Bank of America November 2005 - March 2007
Accenture July 1993 - November 2005
Andersen Consulting 1993 - 2001
Andersen Consulting (Accenture) 1993 - 2001
Skills
Capital Markets, Technical Architecture
Education
Brown University 1989 — 1993
Sc. B., Electrical Engineering
Parwez Zia's Bank of America Experience 2011 - 2012
Job BPM Lead Solution Architect
Industry Information Technology and Services
Experience
Cordys 2007 - Present
Bank of America 2011 - 2012
ADP 2005 - 2006
Help-U-Design Software, Inc. 2003 - 2004
Neoforma 2000 - 2003
Blue Martini 1999 - 2000
Fujitsu Software Corporation 1998 - 1999
Apple Computer, Inc. 1996 - 1998
OAZ Communication 1992 - 1995
Ashton Tate 1989 - 1991
Skills
Program Management, Pega PRPC, J2EE Application..., Web Services, Professional Services, Strategic Planning, SOA, SaaS, Solution Architecture, CRM Integration, ETL, Data Warehousing, RESTful WebServices, XML, XML Schema, Database Design, Business Process..., ESB, Technical Leadership, Information Management, Web 2.0, Security, Identity Management, Collaboration, Enterprise Content..., Agile Project Management, Project Management, Outsourcing, Software Development, Cross-functional Team..., Business Process Design, Enterprise Architecture, EAI, Agile Methodologies, Software Project..., Enterprise Software, Scrum, IT Strategy, Cloud Computing, Java Enterprise Edition
Education
Brunel University London
MS, Computer Science
University of Reading
BS, Cybernetics and Control Engineering
Cordys 2007 - Present
Bank of America 2011 - 2012
ADP 2005 - 2006
Help-U-Design Software, Inc. 2003 - 2004
Neoforma 2000 - 2003
Blue Martini 1999 - 2000
Fujitsu Software Corporation 1998 - 1999
Apple Computer, Inc. 1996 - 1998
OAZ Communication 1992 - 1995
Ashton Tate 1989 - 1991
Skills
Program Management, Pega PRPC, J2EE Application..., Web Services, Professional Services, Strategic Planning, SOA, SaaS, Solution Architecture, CRM Integration, ETL, Data Warehousing, RESTful WebServices, XML, XML Schema, Database Design, Business Process..., ESB, Technical Leadership, Information Management, Web 2.0, Security, Identity Management, Collaboration, Enterprise Content..., Agile Project Management, Project Management, Outsourcing, Software Development, Cross-functional Team..., Business Process Design, Enterprise Architecture, EAI, Agile Methodologies, Software Project..., Enterprise Software, Scrum, IT Strategy, Cloud Computing, Java Enterprise Edition
Education
Brunel University London
MS, Computer Science
University of Reading
BS, Cybernetics and Control Engineering
Daniel Kessler's Bank of America Experience August 2012 - February 2013
Job Information Security Manager at Rebar Systems
Industry Computer Software
Experience
Rebar Systems, LLC August 2015 - Present
MacMaven Consulting, LLC January 2012 - Present
Bank of America August 2012 - February 2013
Morgan Stanley July 2010 - January 2012
Morgan Stanley Smith Barney April 2005 - July 2010
JPMorgan Chase & Co. September 2004 - January 2005
World Bank May 2003 - July 2004
Education
Brown University
BA
Duke University
MS
Rebar Systems, LLC August 2015 - Present
MacMaven Consulting, LLC January 2012 - Present
Bank of America August 2012 - February 2013
Morgan Stanley July 2010 - January 2012
Morgan Stanley Smith Barney April 2005 - July 2010
JPMorgan Chase & Co. September 2004 - January 2005
World Bank May 2003 - July 2004
Education
Brown University
BA
Duke University
MS
Francesca McDonnell's Bank of America Experience 2004 - 2006
Job Business Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2011 - Present
Bank of America Merrill Lynch 2006 - 2010
Bank of America 2004 - 2006
Sports Mondial of America 2001 - 2004
Sports Mondial of America 2000 - 2001
Education
Brunel University London
Bachelor of Science Honor Degree, Sport Science and Business Management
UBS Investment Bank April 2011 - Present
Bank of America Merrill Lynch 2006 - 2010
Bank of America 2004 - 2006
Sports Mondial of America 2001 - 2004
Sports Mondial of America 2000 - 2001
Education
Brunel University London
Bachelor of Science Honor Degree, Sport Science and Business Management
Leonidas (Leo) Drogaris's Bank of America Experience December 2014 - Present
Job Solutions Focused, Data Driven, Leader
Industry Banking
Experience
Bank of America December 2014 - Present
Bank of America October 2010 - December 2014
Bank of America March 2008 - October 2010
Bank of America February 2005 - March 2008
Prudential Securities December 1999 - February 2005
GL Associates November 1997 - December 1999
Skills
Banking, Business Analysis, Vendor Management, SDLC, Business Intelligence, SQL, Six Sigma, Risk Management, Process Improvement, Analytics, SAS Programming, Reporting & Analysis, Reporting, MicroStrategy, Cognos, SSRS, SSAS 2008, SSIS, Mortgage Banking, Agile Methodologies, Team Leadership, Technical Leadership, Software Development, Strategic Planning, Leadership, Database Design, Dimensional Modeling, Performance Management, Mortgage Servicing, Technical Project...
Education
Brown University 1991 — 1995
Bachelor of Arts (BA)
University of South Florida 1996 — 1997
Stuyvesant High School 1987 — 1991
Bank of America December 2014 - Present
Bank of America October 2010 - December 2014
Bank of America March 2008 - October 2010
Bank of America February 2005 - March 2008
Prudential Securities December 1999 - February 2005
GL Associates November 1997 - December 1999
Skills
Banking, Business Analysis, Vendor Management, SDLC, Business Intelligence, SQL, Six Sigma, Risk Management, Process Improvement, Analytics, SAS Programming, Reporting & Analysis, Reporting, MicroStrategy, Cognos, SSRS, SSAS 2008, SSIS, Mortgage Banking, Agile Methodologies, Team Leadership, Technical Leadership, Software Development, Strategic Planning, Leadership, Database Design, Dimensional Modeling, Performance Management, Mortgage Servicing, Technical Project...
Education
Brown University 1991 — 1995
Bachelor of Arts (BA)
University of South Florida 1996 — 1997
Stuyvesant High School 1987 — 1991
Colin Gregoire's Bank of America Experience October 2013 - Present
Job Director at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
IBM April 2007 - October 2013
Eliassen Group May 2002 - April 2007
CSC July 1999 - May 2002
Bear Stearns & Company May 1998 - July 1999
Skills
Management Consulting, Business Transformation, Change Management, IT Strategy, Organizational Design, Business Process..., Program Management, Strategy, Financial Analysis, Management, Project Portfolio..., Business Process, Financial Services, Business Strategy, Project Management, Consulting, Business Intelligence, Business Analysis, Six Sigma, Analytics, PMO, Business Process..., Governance
Education
Brown University 1994 — 1998
BA, International Business
Bank of America October 2013 - Present
IBM April 2007 - October 2013
Eliassen Group May 2002 - April 2007
CSC July 1999 - May 2002
Bear Stearns & Company May 1998 - July 1999
Skills
Management Consulting, Business Transformation, Change Management, IT Strategy, Organizational Design, Business Process..., Program Management, Strategy, Financial Analysis, Management, Project Portfolio..., Business Process, Financial Services, Business Strategy, Project Management, Consulting, Business Intelligence, Business Analysis, Six Sigma, Analytics, PMO, Business Process..., Governance
Education
Brown University 1994 — 1998
BA, International Business
Emily Boynton Rush's Bank of America Experience August 2005 - Present
Job Senior Vice President at Bank of America
Industry Real Estate
Experience
Bank of America August 2005 - Present
Avison Young January 2005 - June 2005
The Boynton Company January 2003 - November 2004
Forrester Research, Inc August 2000 - December 2002
Skills
Real Estate, Asset Managment, Due Diligence, Real Estate Economics, Investment Properties, Investments, Valuation, Negotiation, Contract Negotiation, Financial Modeling, Financial Analysis, Portfolio Management
Education
Brown University 1996 — 2000
Bank of America August 2005 - Present
Avison Young January 2005 - June 2005
The Boynton Company January 2003 - November 2004
Forrester Research, Inc August 2000 - December 2002
Skills
Real Estate, Asset Managment, Due Diligence, Real Estate Economics, Investment Properties, Investments, Valuation, Negotiation, Contract Negotiation, Financial Modeling, Financial Analysis, Portfolio Management
Education
Brown University 1996 — 2000
Lance Minor's Bank of America Experience February 2006 - June 2007
Job Fraud Operations Claims Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2013 - Present
Wells Fargo February 2008 - Present
Bank Of America February 2006 - June 2007
MBNA America September 2003 - February 2006
MBNA America February 1998 - March 2001
Skills
Customer Service, Internal Controls, Customer Satisfaction, Auditing, Fraud, Credit Cards, Portfolio Management, Process Improvement, Financial Risk, Call Centers, Debit Cards, Loans, Team Leadership, Credit, Payments, Banking, Compliance, Investigation, Budgets, Start-ups, Risk Management, Call Center, Credit Risk, Customer Experience, Access, Management
Education
Brown University 1985 — 1989
Bachelor's degree, Business Economics and International Relations
Wells Fargo July 2013 - Present
Wells Fargo February 2008 - Present
Bank Of America February 2006 - June 2007
MBNA America September 2003 - February 2006
MBNA America February 1998 - March 2001
Skills
Customer Service, Internal Controls, Customer Satisfaction, Auditing, Fraud, Credit Cards, Portfolio Management, Process Improvement, Financial Risk, Call Centers, Debit Cards, Loans, Team Leadership, Credit, Payments, Banking, Compliance, Investigation, Budgets, Start-ups, Risk Management, Call Center, Credit Risk, Customer Experience, Access, Management
Education
Brown University 1985 — 1989
Bachelor's degree, Business Economics and International Relations
Kian Conley's Bank of America Experience 1996 - 1998
Job Head of Card Customer Service at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase 2007 - 2012
JPMorgan Chase 2003 - 2007
Metris Companies 2000 - 2002
Core Group 1998 - 2001
Bank of America 1996 - 1998
Skills
Analytics, Credit, Financial Services, Credit Cards, Banking, Financial Analysis, Relationship Management, Portfolio Management, Segmentation, Risk Management, Business Development, Retail Banking, Strategy, Strategic Planning, Credit Risk, Finance, Mergers & Acquisitions, Financial Modeling, Executive Management, Business Analysis, Financial Risk, CRM, Loans, Vendor Management, Valuation, Payments
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA, Marketing & Finance
Brown University 1985 — 1989
BA, Organizational Behavior & Management
KHS
JPMorgan Chase January 2013 - Present
JPMorgan Chase 2007 - 2012
JPMorgan Chase 2003 - 2007
Metris Companies 2000 - 2002
Core Group 1998 - 2001
Bank of America 1996 - 1998
Skills
Analytics, Credit, Financial Services, Credit Cards, Banking, Financial Analysis, Relationship Management, Portfolio Management, Segmentation, Risk Management, Business Development, Retail Banking, Strategy, Strategic Planning, Credit Risk, Finance, Mergers & Acquisitions, Financial Modeling, Executive Management, Business Analysis, Financial Risk, CRM, Loans, Vendor Management, Valuation, Payments
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA, Marketing & Finance
Brown University 1985 — 1989
BA, Organizational Behavior & Management
KHS
Lanny Benson's Bank of America Experience June 2007 - June 2010
Job GoldenTree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management March 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Bank of America June 2007 - June 2010
Education
Brown University 2003 — 2007
New York University - Leonard N. Stern School of Business
MBA, Finance
GoldenTree Asset Management March 2015 - Present
Deutsche Bank Securities July 2012 - February 2015
Bank of America June 2007 - June 2010
Education
Brown University 2003 — 2007
New York University - Leonard N. Stern School of Business
MBA, Finance
Jim Polizzi's Bank of America Experience April 1999 - Present
Job VP, Senior Software Architect, GWBT&O Tools and Support at Bank of America
Industry Financial Services
Experience
Bank of America April 1999 - Present
Bank of America April 1999 - Present
Skills
.NET, Software Architectural..., Technology Management, SDLC, IT Strategy, Banking, Business Analysis, Risk Management, Enterprise Architecture, Process Improvement, Requirements Analysis, Business Intelligence, IT Management, Project Portfolio..., IT Asset Management, Software Project..., Databases
Education
Bryan College 1978 — 1980
BS, Accounting, Business Administration
Bryan College 1978 — 1980
BS, Accounting, Business Administration
Bank of America April 1999 - Present
Bank of America April 1999 - Present
Skills
.NET, Software Architectural..., Technology Management, SDLC, IT Strategy, Banking, Business Analysis, Risk Management, Enterprise Architecture, Process Improvement, Requirements Analysis, Business Intelligence, IT Management, Project Portfolio..., IT Asset Management, Software Project..., Databases
Education
Bryan College 1978 — 1980
BS, Accounting, Business Administration
Bryan College 1978 — 1980
BS, Accounting, Business Administration
Manjula Somasundaram's Bank of America Experience 2003 - 2006
Job Director at UBS
Industry Financial Services
Experience
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
UBS employeeCitadel Investment GroupOctober 2009 - Present
Banc of America Securities 2003 - 2006
Bank of America 2003 - 2006
Bank of America 2003 - 2006
Bank of America Merrill Lynch 2003 - 2006
Goldman Sachs 1997 - 2003
Morgan Stanley 1995 - 1997
Education
Rensselaer Polytechnic Institute 1990 — 1995
PhD, Applied Mathematics
Brown University 1983 — 1987
Sc. B, Applied Mathematics
The University of Chicago
Dan D'Onofrio's Bank of America Experience May 2014 - Present
Job Risk Management Consultant at Bank of America
Industry Financial Services
Experience
Bank of America May 2014 - Present
Wells Fargo June 2013 - March 2014
Bank of America July 2012 - December 2012
Wells Fargo Capital Finance October 2011 - April 2012
Bank of America January 2010 - October 2011
Patriarch Partners LLC February 2008 - 2009
Wachovia Securities, LLC May 2005 - December 2007
Janney Montgomery Scott June 2004 - April 2005
BANC OF AMERICA SECURITIES, LLC January 2002 - June 2002
BANC OF AMERICA SECURITIES, LLC May 2001 - December 2001
Skills
Portfolio Management, Financial Modeling, Credit, Risk Management, Finance, Investments, Mergers & Acquisitions, Financial Analysis, Credit Risk, Loans, Investment Banking, Equities, Derivatives, Structured Finance, Financial Structuring, Bonds, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management Concentration
Brown University 1994 — 1998
BA, Business Economics & Organizational Behavior and Management
Bank of America May 2014 - Present
Wells Fargo June 2013 - March 2014
Bank of America July 2012 - December 2012
Wells Fargo Capital Finance October 2011 - April 2012
Bank of America January 2010 - October 2011
Patriarch Partners LLC February 2008 - 2009
Wachovia Securities, LLC May 2005 - December 2007
Janney Montgomery Scott June 2004 - April 2005
BANC OF AMERICA SECURITIES, LLC January 2002 - June 2002
BANC OF AMERICA SECURITIES, LLC May 2001 - December 2001
Skills
Portfolio Management, Financial Modeling, Credit, Risk Management, Finance, Investments, Mergers & Acquisitions, Financial Analysis, Credit Risk, Loans, Investment Banking, Equities, Derivatives, Structured Finance, Financial Structuring, Bonds, Leveraged Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Investment Management Concentration
Brown University 1994 — 1998
BA, Business Economics & Organizational Behavior and Management
Megan Costa's Bank of America Experience 2006 - 2009
Job Director, Business Development at Standard Life Investments
Industry Financial Services
Experience
Standard Life Investments June 2013 - Present
SL Capital Partners 2009 - June 2013
Bank of America 2006 - 2009
Banc of America Investments 2002 - 2006
Merrill Lynch 2002 - 2002
Skills
Wealth Management, Portfolio Management, Securities, Alternative Investments, Investments, Hedge Funds, Capital Markets, Private Equity, Investment Strategies, Asset Management, Fixed Income, Wealth Management..., Series 63, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 7, Fund Of Funds, Private Banking
Education
Brown University
Standard Life Investments June 2013 - Present
SL Capital Partners 2009 - June 2013
Bank of America 2006 - 2009
Banc of America Investments 2002 - 2006
Merrill Lynch 2002 - 2002
Skills
Wealth Management, Portfolio Management, Securities, Alternative Investments, Investments, Hedge Funds, Capital Markets, Private Equity, Investment Strategies, Asset Management, Fixed Income, Wealth Management..., Series 63, Investment Advisory, Mutual Funds, Equities, Asset Allocation, Investment Management, Series 7, Fund Of Funds, Private Banking
Education
Brown University
R. Scott McIntire's Bank of America Experience December 2014 - Present
Job Director, Senior Strategist at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Long-Long Wu's Bank of America Experience July 2012 - Present
Job Managing Director; AML Compliance Executive at Bank of America
Industry Financial Services
Experience
Bank of America July 2012 - Present
Bank of America February 2010 - July 2012
Bank of America May 2005 - February 2010
Bank of America April 2003 - May 2005
Accenture/Andersen Consulting July 1998 - October 2002
Skills
Compliance, Change Management, Business Analysis, Program Management, Project Management, Business Process..., Project Delivery, Strategic Planning, Stakeholder Management, Business Development, Organizational..., Banking, Governance, Management, Risk Management, Financial Risk
Education
Brown University 1994 — 1998
BA
Bank of America July 2012 - Present
Bank of America February 2010 - July 2012
Bank of America May 2005 - February 2010
Bank of America April 2003 - May 2005
Accenture/Andersen Consulting July 1998 - October 2002
Skills
Compliance, Change Management, Business Analysis, Program Management, Project Management, Business Process..., Project Delivery, Strategic Planning, Stakeholder Management, Business Development, Organizational..., Banking, Governance, Management, Risk Management, Financial Risk
Education
Brown University 1994 — 1998
BA
Kyle Bieneman's Bank of America Experience March 2005 - September 2009
Job Consultant at Citadel LLC
Industry Financial Services
Experience
Citadel LLC October 2013 - Present
Citadel LLC June 2012 - October 2013
Kelley Drye & Warren LLP June 2011 - August 2011
Bank of America March 2005 - September 2009
Education
Loyola University of Chicago 2010 — 2013
Doctor of Law (J.D.), Tax Law Certificate, Class rank 47/241, GPA 3.527
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Finance, 3.956
Brown University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Citadel LLC October 2013 - Present
Citadel LLC June 2012 - October 2013
Kelley Drye & Warren LLP June 2011 - August 2011
Bank of America March 2005 - September 2009
Education
Loyola University of Chicago 2010 — 2013
Doctor of Law (J.D.), Tax Law Certificate, Class rank 47/241, GPA 3.527
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2010
MBA, Finance, 3.956
Brown University 1999 — 2004
Bachelor of Arts (B.A.), Economics
Richard Stern's Bank of America Experience July 2005 - Present
Job Senior VicePresident at Bank of America
Industry Banking
Experience
Bank of America July 2005 - Present
Keybank April 2004 - June 2005
Citibank August 1988 - March 2004
Skills
Credit, Cash Management, Loans, Banking, Commercial Banking, Retail Banking, Mortgage Lending, Wealth Management, Portfolio Management, Strategic Financial..., Commercial Lending, Investments, Credit Analysis, Small Business Lending, Credit Risk, Treasury Management, Commercial Mortgages, Risk Management, Relationship Management, Credit Cards, Lines Of Credit, Financial Risk, Loan Origination, Finance, Middle Market, Equipment Financing, Working Capital..., Owner Occupied...
Education
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Brown University 1984 — 1988
BA, Political Science
Bank of America July 2005 - Present
Keybank April 2004 - June 2005
Citibank August 1988 - March 2004
Skills
Credit, Cash Management, Loans, Banking, Commercial Banking, Retail Banking, Mortgage Lending, Wealth Management, Portfolio Management, Strategic Financial..., Commercial Lending, Investments, Credit Analysis, Small Business Lending, Credit Risk, Treasury Management, Commercial Mortgages, Risk Management, Relationship Management, Credit Cards, Lines Of Credit, Financial Risk, Loan Origination, Finance, Middle Market, Equipment Financing, Working Capital..., Owner Occupied...
Education
Fordham Gabelli School of Business 1990 — 1994
MBA, Finance
Brown University 1984 — 1988
BA, Political Science
Clare Jansson's Bank of America Experience 1996 - 2015
Job Financial Analyst Credit & Risk
Industry Banking
Experience
Bank of America 1996 - 2015
PaineWebber 1992 - 1995
Bear Stearns & Co. 1987 - 1992
Goldman Sachs & Co. 1985 - 1987
Skills
Portfolio Management, Capital Markets, Equities, Financial Markets, Risk Management, Credit, Financial Services, Program Management, Bonds, Banking, Corporate Finance, Strategy, Investments, Credit Risk, Loans, Structured Finance, Derivatives, Fixed Income, Financial Risk, Finance, Securities, Investment Banking, Mergers & Acquisitions
Education
Brown University
Bachelor’s Degree, Economics & Anthropology
Spence School
Bank of America 1996 - 2015
PaineWebber 1992 - 1995
Bear Stearns & Co. 1987 - 1992
Goldman Sachs & Co. 1985 - 1987
Skills
Portfolio Management, Capital Markets, Equities, Financial Markets, Risk Management, Credit, Financial Services, Program Management, Bonds, Banking, Corporate Finance, Strategy, Investments, Credit Risk, Loans, Structured Finance, Derivatives, Fixed Income, Financial Risk, Finance, Securities, Investment Banking, Mergers & Acquisitions
Education
Brown University
Bachelor’s Degree, Economics & Anthropology
Spence School
Vera De Jesus's Bank of America Experience August 2008 - July 2012
Job Guest Teacher at The Learning Community Charter School
Industry Primary/Secondary Education
Experience
The Learning Community Charter School August 2015 - Present
Brown University June 2014 - May 2015
The Learning Community Charter School December 2013 - May 2014
The Learning Community Charter School August 2012 - July 2013
Bank of America August 2008 - July 2012
Skills
Internal Communications, Strategic Communications, Leadership, Training, Copy Editing, Research
Education
Brown University 2014 — 2015
Master of Arts (MA)
Northeastern University 2003 — 2008
Bachelor of Arts
The Learning Community Charter School August 2015 - Present
Brown University June 2014 - May 2015
The Learning Community Charter School December 2013 - May 2014
The Learning Community Charter School August 2012 - July 2013
Bank of America August 2008 - July 2012
Skills
Internal Communications, Strategic Communications, Leadership, Training, Copy Editing, Research
Education
Brown University 2014 — 2015
Master of Arts (MA)
Northeastern University 2003 — 2008
Bachelor of Arts
Roger Kalenza's Bank of America Experience April 2014 - Present
Job Senior Vice President;Sr Consultant Risk Tech at Bank of America
Industry Banking
Experience
Bank of America April 2014 - Present
Bank of America November 2010 - April 2014
Bank of America June 2007 - November 2010
Bank of America June 2006 - July 2007
Bank of America November 2005 - June 2006
Bank of America April 2003 - November 2005
Bank of America October 2001 - April 2003
Skills
Agile & Waterfall..., Certified Green Belt, SQL, SharePoint, Microsoft Excel, MS Project, MS Access, IEX Total View, Niku Clarity, VBScript, Access, Analysis, Banking, Data Warehousing, Management, PMO, Project Management, Project Portfolio..., Risk Management, SDLC, Six Sigma, Software Documentation, Integration
Education
Bryan College 1997 — 2001
Math: Computer Science
Bank of America April 2014 - Present
Bank of America November 2010 - April 2014
Bank of America June 2007 - November 2010
Bank of America June 2006 - July 2007
Bank of America November 2005 - June 2006
Bank of America April 2003 - November 2005
Bank of America October 2001 - April 2003
Skills
Agile & Waterfall..., Certified Green Belt, SQL, SharePoint, Microsoft Excel, MS Project, MS Access, IEX Total View, Niku Clarity, VBScript, Access, Analysis, Banking, Data Warehousing, Management, PMO, Project Management, Project Portfolio..., Risk Management, SDLC, Six Sigma, Software Documentation, Integration
Education
Bryan College 1997 — 2001
Math: Computer Science
John Polansky's Bank of America Experience September 2006 - September 2011
Job Senior Loan Officer
Industry Banking
Experience
Group Mortgage LLC - Regulated by the division of Real Estate - December 2013 - Present
Citi September 2011 - December 2013
Bank of America September 2006 - September 2011
Home Town Mortgage 2002 - 2006
Skills
Mortgage Lending, Refinance, Loans, Real Estate, Residential Mortgages, Residential Homes, Finance, Rentals, Mortgage Banking, FHA, Credit, First Time Home Buyers, Investment Properties, Banking, Investments, Credit Analysis, Underwriting, Foreclosures, REO, Short Sales, Business Development, Customer Service, Marketing, Negotiation
Education
Brown University 1993 — 1997
BA, Socio-Cultural Anthropology
Shiplake College 1988 — 1993
Group Mortgage LLC - Regulated by the division of Real Estate - December 2013 - Present
Citi September 2011 - December 2013
Bank of America September 2006 - September 2011
Home Town Mortgage 2002 - 2006
Skills
Mortgage Lending, Refinance, Loans, Real Estate, Residential Mortgages, Residential Homes, Finance, Rentals, Mortgage Banking, FHA, Credit, First Time Home Buyers, Investment Properties, Banking, Investments, Credit Analysis, Underwriting, Foreclosures, REO, Short Sales, Business Development, Customer Service, Marketing, Negotiation
Education
Brown University 1993 — 1997
BA, Socio-Cultural Anthropology
Shiplake College 1988 — 1993
William Revels's Bank of America Experience July 1999 - June 2005
Job Operational Risk Consultant at Wells Fargo
Industry Computer & Network Security
Experience
Wells Fargo August 2012 - Present
Fiserv March 2012 - August 2012
Peak 10 June 2010 - June 2012
Wells Fargo September 2010 - January 2012
AT&T August 2008 - August 2010
Medflow, Inc. January 2008 - August 2008
CompuCom June 2006 - October 2007
Bank of America July 1999 - June 2005
Westin Hotels & Resorts 1980 - 1982
Skills
Network Security, Cisco, IIS, Routers, Disaster Recovery, Cisco Technologies, Microsoft SQL Server, Business Continuity..., Windows Server, Dell PowerEdge Servers, HP Openview, HP Server Hardware, HP SIM, Cisco Call Manager, BGP, OSPF, Risk Management, Fortinet, Technical Writing, Incident Management, Problem Management, Project Planning, Switches, VMware ESX, Microsoft Exchange, Security, Process Improvement, Vendor Management, Network Administration, SharePoint, Visio
Education
Rowan Cabarrus Community College 2008 — 2010
A.S, Information Security
Dover Business College 1994 — 1995
Diploma, Computer Programming
Broward College 1990 — 1992
AS, Electronic Engineer
Wells Fargo August 2012 - Present
Fiserv March 2012 - August 2012
Peak 10 June 2010 - June 2012
Wells Fargo September 2010 - January 2012
AT&T August 2008 - August 2010
Medflow, Inc. January 2008 - August 2008
CompuCom June 2006 - October 2007
Bank of America July 1999 - June 2005
Westin Hotels & Resorts 1980 - 1982
Skills
Network Security, Cisco, IIS, Routers, Disaster Recovery, Cisco Technologies, Microsoft SQL Server, Business Continuity..., Windows Server, Dell PowerEdge Servers, HP Openview, HP Server Hardware, HP SIM, Cisco Call Manager, BGP, OSPF, Risk Management, Fortinet, Technical Writing, Incident Management, Problem Management, Project Planning, Switches, VMware ESX, Microsoft Exchange, Security, Process Improvement, Vendor Management, Network Administration, SharePoint, Visio
Education
Rowan Cabarrus Community College 2008 — 2010
A.S, Information Security
Dover Business College 1994 — 1995
Diploma, Computer Programming
Broward College 1990 — 1992
AS, Electronic Engineer
Philip Gibbons's Bank of America Experience 1990 - 1993
Job Documentary Filmmaker: The Devil and the Death Penalty, Journalist, Podcaster
Industry Writing and Editing
Experience
Noblesse Oblige 2009 - Present
Documentary: "The Devil and the Death Penalty" 2009 - Present
Los Angeles Unified School District 2002 - 2012
William M. Mercer, Inc. 1995 - 2000
First Interstate Bank 1993 - 1995
Bank of America 1990 - 1993
Skills
Film, Documentaries, Teaching, Books, Publishing, Editing, Creative Writing, Research, Interviews, Public Speaking, Social Media, Video Production, Entertainment
Education
Brown University
Bachelor of Arts (B.A.), European History
Cold Spring Harbor High School
High School Diploma
Noblesse Oblige 2009 - Present
Documentary: "The Devil and the Death Penalty" 2009 - Present
Los Angeles Unified School District 2002 - 2012
William M. Mercer, Inc. 1995 - 2000
First Interstate Bank 1993 - 1995
Bank of America 1990 - 1993
Skills
Film, Documentaries, Teaching, Books, Publishing, Editing, Creative Writing, Research, Interviews, Public Speaking, Social Media, Video Production, Entertainment
Education
Brown University
Bachelor of Arts (B.A.), European History
Cold Spring Harbor High School
High School Diploma
Alan Steif's Bank of America Experience 2003 - 2004
Job Owner TUTORANDTEACH.COM
Industry Higher Education
Experience
tutorandteach.com September 2008 - Present
Strayer University April 2010 - June 2010
NYU Stern School of Business January 2009 - June 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2004 - 2008
Goldman Sachs 2004 - 2004
Bank of America 2003 - 2004
Morgan Stanley 1997 - 2002
Education
Brown University
B.S., Physics and Mathematics
Rutgers University-New Brunswick
M.S., Physics
University of California, Santa Barbara
Ph.D., Physics
tutorandteach.com September 2008 - Present
Strayer University April 2010 - June 2010
NYU Stern School of Business January 2009 - June 2009
Barclays Capital 2008 - 2008
Lehman Brothers 2004 - 2008
Goldman Sachs 2004 - 2004
Bank of America 2003 - 2004
Morgan Stanley 1997 - 2002
Education
Brown University
B.S., Physics and Mathematics
Rutgers University-New Brunswick
M.S., Physics
University of California, Santa Barbara
Ph.D., Physics
Maximilian Rausch's Bank of America Experience 2014 - Present
Job Assistant Vice President at Bank of America
Industry Investment Management
Experience
Bank of America 2014 - Present
Bridgewater Associates April 2012 - November 2013
DC Energy September 2008 - April 2012
Maxiom Group June 2007 - August 2007
Biopure June 2003 - August 2003
Skills
PHP, R, MySQL, Microsoft Excel, PowerPoint, HTML, AJAX, Java, JavaScript, Matlab, Word, Perl, Financial Modeling, Time Series Analysis, FTR, Commodity Markets, Quantitative Analytics, Trading, Quantitative Finance, Trading Strategies
Education
Brown University 2004 — 2008
Sc.B., Applied Mathematics, Economics
Middlesex School
Shady Hill
Bank of America 2014 - Present
Bridgewater Associates April 2012 - November 2013
DC Energy September 2008 - April 2012
Maxiom Group June 2007 - August 2007
Biopure June 2003 - August 2003
Skills
PHP, R, MySQL, Microsoft Excel, PowerPoint, HTML, AJAX, Java, JavaScript, Matlab, Word, Perl, Financial Modeling, Time Series Analysis, FTR, Commodity Markets, Quantitative Analytics, Trading, Quantitative Finance, Trading Strategies
Education
Brown University 2004 — 2008
Sc.B., Applied Mathematics, Economics
Middlesex School
Shady Hill
David Filippone's Bank of America Experience March 2004 - February 2009
Job President at Power 10 Media
Industry Internet
Experience
Power 10 Media March 2010 - Present
Sports Properties Acquisition Corp April 2009 - March 2010
Bank of America March 2004 - February 2009
One Equity Partners February 2003 - January 2004
Gilbert Global Equity Partners March 2000 - October 2002
DLJ July 1998 - March 2000
Donaldson, Lufkin & Jenrette July 1996 - July 1998
Smith Barney June 1995 - June 1996
Skills
Investments, Equities, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Valuation, Securities, Corporate Finance, Alternative Investments, Start-ups, SEO, Inbound Marketing, Information Architecture, SEM, Business Development, Mergers & Acquisitions, Private Equity, Online Marketing
Education
Brown University 1991 — 1995
Bachelor's degree, English Literature
Kent School 1989 — 1991
Power 10 Media March 2010 - Present
Sports Properties Acquisition Corp April 2009 - March 2010
Bank of America March 2004 - February 2009
One Equity Partners February 2003 - January 2004
Gilbert Global Equity Partners March 2000 - October 2002
DLJ July 1998 - March 2000
Donaldson, Lufkin & Jenrette July 1996 - July 1998
Smith Barney June 1995 - June 1996
Skills
Investments, Equities, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Valuation, Securities, Corporate Finance, Alternative Investments, Start-ups, SEO, Inbound Marketing, Information Architecture, SEM, Business Development, Mergers & Acquisitions, Private Equity, Online Marketing
Education
Brown University 1991 — 1995
Bachelor's degree, English Literature
Kent School 1989 — 1991
Robert Sinche's Bank of America Experience July 2004 - April 2009
Job Consultant/Global Strategist at Pierpont Securities
Industry Financial Services
Experience
Global Macro & Markets November 2012 - Present
RBS Securities, Inc September 2010 - November 2012
Lily Pond Capital Management, LLC December 2009 - September 2010
Bank of America July 2004 - April 2009
Citigroup May 1998 - July 2004
Alliance Capital Management October 1988 - September 1995
Bear Stearns September 1979 - June 1985
Pace University - Lubin School of Business January 1978 - December 1978
Skills
Fixed Income, Portfolio Management, FX Options, Hedge Funds, Currency, Investments, Financial Markets, Equities, Economics, Investment Strategies, Foreign Exchange, Investment Banking, Macroeconomics, Mutual Funds, Derivatives, Banking, Bonds, Commodity, Options, Equity Research, Securities, Valuation, Global Macro, Trading, Capital Markets, Quantitative Analytics, Bloomberg, Asset Allocation, Structured Products, Rates, Interest Rate..., Trading Systems, Financial Risk, Strategy, Emerging Markets, Financial Analysis, Hedging, Alternative Investments, Asset Management, Investment Management, FX
Education
Brown University 1974 — 1976
MA, Economics
Hamilton College 1971 — 1974
BA, Economics, 3.85/4.00
Global Macro & Markets November 2012 - Present
RBS Securities, Inc September 2010 - November 2012
Lily Pond Capital Management, LLC December 2009 - September 2010
Bank of America July 2004 - April 2009
Citigroup May 1998 - July 2004
Alliance Capital Management October 1988 - September 1995
Bear Stearns September 1979 - June 1985
Pace University - Lubin School of Business January 1978 - December 1978
Skills
Fixed Income, Portfolio Management, FX Options, Hedge Funds, Currency, Investments, Financial Markets, Equities, Economics, Investment Strategies, Foreign Exchange, Investment Banking, Macroeconomics, Mutual Funds, Derivatives, Banking, Bonds, Commodity, Options, Equity Research, Securities, Valuation, Global Macro, Trading, Capital Markets, Quantitative Analytics, Bloomberg, Asset Allocation, Structured Products, Rates, Interest Rate..., Trading Systems, Financial Risk, Strategy, Emerging Markets, Financial Analysis, Hedging, Alternative Investments, Asset Management, Investment Management, FX
Education
Brown University 1974 — 1976
MA, Economics
Hamilton College 1971 — 1974
BA, Economics, 3.85/4.00
Cindy Eichner's Bank of America Experience 2004 - 2009
Job Hyperion Architect / Practice Director
Industry Information Technology and Services
Experience
Finit Solutions 2009 - Present
Bank of America 2004 - 2009
CYNerG, Inc. 1997 - 2004
Skills
Essbase Certified..., Hyperion Planning..., Hyperion Financial..., Hyperion Data..., Hyperion Financial..., SQL, OLAP, Nomad, Hyperion Financial Data..., FDM, DRM, Essbase, HFM, Hyperion EPM, Hyperion Planning
Education
Brown University 1977 — 1980
Bachelor of Arts (BA), Economcs and German
University of Connecticut
Courses toward MBA
Finit Solutions 2009 - Present
Bank of America 2004 - 2009
CYNerG, Inc. 1997 - 2004
Skills
Essbase Certified..., Hyperion Planning..., Hyperion Financial..., Hyperion Data..., Hyperion Financial..., SQL, OLAP, Nomad, Hyperion Financial Data..., FDM, DRM, Essbase, HFM, Hyperion EPM, Hyperion Planning
Education
Brown University 1977 — 1980
Bachelor of Arts (BA), Economcs and German
University of Connecticut
Courses toward MBA
Arlyn E Whitelaw's Bank of America Experience September 2007 - May 2010
Job Vice President, Compliance at State Street Global Advisors
Industry Financial Services
Experience
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
State Street Global Advisors June 2015 - Present
Ameriprise Financial, Inc. May 2010 - June 2015
Bank of America September 2007 - May 2010
Massachusetts Mutual Life Insurance Company June 2001 - September 2007
Babson Capital Management 2001 - 2007
Investors Bank & Trust Company April 2000 - May 2001
Putnam Investments April 1999 - April 2000
Skills
Securities, FINRA, Mutual Funds, Hedge Funds, Investments, Series 7, Series 24, Corporate Governance, Estate Planning, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Management, Finance, Portfolio Management
Education
Suffolk University Law School 1990 — 1994
JD, Law
Brown University 1980 — 1984
BA, Liberal Arts
Sagar Abhay's Bank of America Experience 2009 - 2009
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Goldman Sachs 2010 - 2013
Bank of America 2009 - 2009
Bank of America 2009 - 2009
Skills
Financial Modeling, Data Analysis, Valuation, Financial Analysis, Economics, Investments, Investment Banking, Research, Corporate Finance, Bloomberg
Education
Brown University 2005 — 2010
Goldman Sachs 2010 - 2013
Bank of America 2009 - 2009
Bank of America 2009 - 2009
Skills
Financial Modeling, Data Analysis, Valuation, Financial Analysis, Economics, Investments, Investment Banking, Research, Corporate Finance, Bloomberg
Education
Brown University 2005 — 2010
Bruce Lloyd's Bank of America Experience 1992 - 2001
Job Owner, Lloyd Investment Strategies, LLC
Industry Investment Management
Experience
Lloyd Investment Strategies, LLC February 2005 - Present
Dimensional Fund Advisors November 2001 - January 2005
Bank of America 1992 - 2001
Skills
Corporate Finance, Investment Advisory, Asset Managment, Equities, Capital Markets, Alternative Investments, Due Diligence, Retirement Planning, Financial Modeling, Fixed Income, Retirement, Investments, Microsoft Excel, Banking, Investment Strategies, Asset Management, Mergers & Acquisitions, Business Strategy, Finance, Financial Markets, Management, Wealth Management, Bonds, Asset Allocation, Private Equity, Sales, Investment Management, Hedge Funds, Securities, Risk Management, Portfolio Management, Institutional..., Financial Services, Mutual Funds, Financial Analysis, Trading, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Transportation, Finance
Brown University 1965 — 1969
AB, French, Int'l Relations
Lloyd Investment Strategies, LLC February 2005 - Present
Dimensional Fund Advisors November 2001 - January 2005
Bank of America 1992 - 2001
Skills
Corporate Finance, Investment Advisory, Asset Managment, Equities, Capital Markets, Alternative Investments, Due Diligence, Retirement Planning, Financial Modeling, Fixed Income, Retirement, Investments, Microsoft Excel, Banking, Investment Strategies, Asset Management, Mergers & Acquisitions, Business Strategy, Finance, Financial Markets, Management, Wealth Management, Bonds, Asset Allocation, Private Equity, Sales, Investment Management, Hedge Funds, Securities, Risk Management, Portfolio Management, Institutional..., Financial Services, Mutual Funds, Financial Analysis, Trading, Series 7, Series 63
Education
University of Pennsylvania - The Wharton School 1975 — 1977
MBA, Transportation, Finance
Brown University 1965 — 1969
AB, French, Int'l Relations
David C. Jones's Bank of America Experience June 2015 - Present
Job Personal Banker with Bank Of America
Industry Banking
Experience
Bank of America June 2015 - Present
Fresh Anoiting Ministries June 2014 - May 2015
U.S. Bank October 2011 - May 2015
Skills
Microsoft Office, Public Speaking, Social Media, Customer Service, Leadership, Sales, Management, Account Management, Finance, Real Estate, Event Management, Event Planning, Social Media Marketing, Social Networking, Team Building, Training, Public Relations
Education
Brown Mackie College-Cincinnati 2002 — 2005
Associate's degree, Business Administration and Management, General
Bank of America June 2015 - Present
Fresh Anoiting Ministries June 2014 - May 2015
U.S. Bank October 2011 - May 2015
Skills
Microsoft Office, Public Speaking, Social Media, Customer Service, Leadership, Sales, Management, Account Management, Finance, Real Estate, Event Management, Event Planning, Social Media Marketing, Social Networking, Team Building, Training, Public Relations
Education
Brown Mackie College-Cincinnati 2002 — 2005
Associate's degree, Business Administration and Management, General
Emily Sibley's Bank of America Experience 2007 - 2009
Job Global Finance and Tax at Bain & Company
Industry Financial Services
Experience
Bain & Company 2013 - Present
Nordstrom 2010 - 2012
University of St Andrews August 2009 - November 2010
Bank of America 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Investments, Data Analysis, Economics, Business Strategy, Microsoft Word, Asset Management, Strategic Planning, Financial Reporting, Risk Management, Market Research
Education
University of St. Andrews 2009 — 2010
Master's degree, International Business
Brown University 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Global Security
Bain & Company 2013 - Present
Nordstrom 2010 - 2012
University of St Andrews August 2009 - November 2010
Bank of America 2007 - 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, PowerPoint, Microsoft Office, Investments, Data Analysis, Economics, Business Strategy, Microsoft Word, Asset Management, Strategic Planning, Financial Reporting, Risk Management, Market Research
Education
University of St. Andrews 2009 — 2010
Master's degree, International Business
Brown University 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Global Security
Russell Burns's Bank of America Experience 1990 - Present
Job VP, Sr. Technical Manager at Bank of America
Industry Banking
Experience
Bank of America 1990 - Present
Nationale-Nederlanden NA 1980 - 1990
Brown University 1974 - 1980
Skills
Capacity Planning, Performance Tuning, Systems Management
Education
Brown University 1966 — 1970
AB, Applied Mathematics (Comp Sci)
Glen Rock High School 1963 — 1966
High School
Bank of America 1990 - Present
Nationale-Nederlanden NA 1980 - 1990
Brown University 1974 - 1980
Skills
Capacity Planning, Performance Tuning, Systems Management
Education
Brown University 1966 — 1970
AB, Applied Mathematics (Comp Sci)
Glen Rock High School 1963 — 1966
High School
Scott O'Callaghan's Bank of America Experience March 2005 - 2008
Job Partner/Head of Business Development at Rotation Capital Management, LP
Industry Investment Management
Experience
Rotation Capital Management, LP 2014 - Present
MidOcean Credit Partners February 2009 - 2014
Bank of America March 2005 - 2008
Deutsche Bank/Bankers Trust 1989 - March 2005
Skills
Leveraged Finance, Credit, Management, Hedge Funds, Marketing, Bonds, Leadership, Private Equity
Education
Brown University 1982 — 1986
Economics and Business, B.A.
Kent School 1980 — 1982
Rotation Capital Management, LP 2014 - Present
MidOcean Credit Partners February 2009 - 2014
Bank of America March 2005 - 2008
Deutsche Bank/Bankers Trust 1989 - March 2005
Skills
Leveraged Finance, Credit, Management, Hedge Funds, Marketing, Bonds, Leadership, Private Equity
Education
Brown University 1982 — 1986
Economics and Business, B.A.
Kent School 1980 — 1982
Katharine Rivas's Bank of America Experience May 2001 - May 2003
Job First Vice President at New York Private Bank & Trust
Industry Banking
Experience
New York Private Bank & Trust January 2011 - May 2012
HSBC Bank USA January 2004 - January 2011
Bank of America May 2001 - May 2003
JP Morgan Chase November 1997 - May 2001
Citibank September 1995 - May 1997
Skills
Hedge Funds, Commercial Banking, Securities, Insurance, Financial Services, Financial Analysis, Retail Banking, Foreign Exchange, Capital Markets, Loan Origination, Investments, Financial Risk, Mortgage Lending, Corporate Finance, Structured Finance, Due Diligence, Equities
Education
Thunderbird School of Global Management 1993 — 1995
MBA, International Finance
Brown University 1985 — 1990
BA, International Relations
New York Private Bank & Trust January 2011 - May 2012
HSBC Bank USA January 2004 - January 2011
Bank of America May 2001 - May 2003
JP Morgan Chase November 1997 - May 2001
Citibank September 1995 - May 1997
Skills
Hedge Funds, Commercial Banking, Securities, Insurance, Financial Services, Financial Analysis, Retail Banking, Foreign Exchange, Capital Markets, Loan Origination, Investments, Financial Risk, Mortgage Lending, Corporate Finance, Structured Finance, Due Diligence, Equities
Education
Thunderbird School of Global Management 1993 — 1995
MBA, International Finance
Brown University 1985 — 1990
BA, International Relations
Jose Loya's Bank of America Experience July 2011 - Present
Job PhD Candidate
Industry Education Management
Experience
United Way Center for Financial Stability August 2012 - Present
Bank of America July 2011 - Present
Catalyst Miami August 2013 - August 2014
Neighborhood Housing Services of South Florida August 2010 - June 2011
The Urban Institute 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, GIS, ETO, Spanish, Event Planning, Fundraising, Community Outreach, Data Analysis, Nonprofits, Public Speaking
Education
Brown University 2006 — 2010
BA, Economics, Urban Studies
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Sociology
United Way Center for Financial Stability August 2012 - Present
Bank of America July 2011 - Present
Catalyst Miami August 2013 - August 2014
Neighborhood Housing Services of South Florida August 2010 - June 2011
The Urban Institute 2009 - 2009
Skills
Microsoft Office, Microsoft Excel, GIS, ETO, Spanish, Event Planning, Fundraising, Community Outreach, Data Analysis, Nonprofits, Public Speaking
Education
Brown University 2006 — 2010
BA, Economics, Urban Studies
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Sociology
Lucas Renick's Bank of America Experience March 2014 - Present
Job VP, Global Market Making at Bank of America
Industry Investment Banking
Experience
Bank of America March 2014 - Present
Goldman Sachs September 2010 - March 2014
Goldman Sachs May 2008 - September 2010
Brown University March 2006 - 2008
Brown University February 2006 - 2008
Skills
Teaching, Java, Tutoring, Financial Modeling, Databases, Statistics, C++, Equity Derivatives, Data Analysis, VBA, Trading Systems, Quantitative Analytics, Quantitative Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
MS, Applied Math
Brown University 2004 — 2008
BS, Electrical Engineering, with Honors
Bank of America March 2014 - Present
Goldman Sachs September 2010 - March 2014
Goldman Sachs May 2008 - September 2010
Brown University March 2006 - 2008
Brown University February 2006 - 2008
Skills
Teaching, Java, Tutoring, Financial Modeling, Databases, Statistics, C++, Equity Derivatives, Data Analysis, VBA, Trading Systems, Quantitative Analytics, Quantitative Finance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2013
MS, Applied Math
Brown University 2004 — 2008
BS, Electrical Engineering, with Honors
Kimberly Milosh's Bank of America Experience 2004 - 2005
Job Vice President/Program Support for AML Program Office and Enterprise Data Governance Team
Industry Financial Services
Experience
State Street September 2014 - Present
State Street January 2012 - Present
State Street May 2006 - December 2011
Bank of America 2004 - 2005
Fleet Financial Group 1998 - 2004
Fleet Financial Group 1988 - 1998
Skills
Risk Management, Credit Risk, Enterprise Risk..., Operational Risk, Banking, Capital Markets, Derivatives, Business Analysis, Basel II, Team Leadership, Project Management, Process Improvement, Regulatory Analysis, Basel III, Presentations, Foreign Exchange Risk..., Business Requirements, Information Delivery, Reporting, Economics, Documentation, Financial Risk
Education
Brown University 1984 — 1988
BS, Honors, Phi Beta Kappa, Economics, Organizational Behavior/Management
University of Rhode Island
MBA, Business Administration and Management, General
State Street September 2014 - Present
State Street January 2012 - Present
State Street May 2006 - December 2011
Bank of America 2004 - 2005
Fleet Financial Group 1998 - 2004
Fleet Financial Group 1988 - 1998
Skills
Risk Management, Credit Risk, Enterprise Risk..., Operational Risk, Banking, Capital Markets, Derivatives, Business Analysis, Basel II, Team Leadership, Project Management, Process Improvement, Regulatory Analysis, Basel III, Presentations, Foreign Exchange Risk..., Business Requirements, Information Delivery, Reporting, Economics, Documentation, Financial Risk
Education
Brown University 1984 — 1988
BS, Honors, Phi Beta Kappa, Economics, Organizational Behavior/Management
University of Rhode Island
MBA, Business Administration and Management, General
Tokarrah Summers's Bank of America Experience June 2002 - November 2005
Job Telecommunications Professional
Industry Telecommunications
Experience
Newark Electronics May 2009 - Present
Newark Electronics May 2009 - November 2011
Sterling Jewelers November 2005 - September 2007
Bank of America June 2002 - November 2005
Education
Brown Mackie College-Akron 2008 — 2010
Business Management
Newark Electronics May 2009 - Present
Newark Electronics May 2009 - November 2011
Sterling Jewelers November 2005 - September 2007
Bank of America June 2002 - November 2005
Education
Brown Mackie College-Akron 2008 — 2010
Business Management
Cindy Pollack's Bank of America Experience July 2014 - Present
Job Talent & Leadership Development Professional
Industry Human Resources
Experience
Bank of America July 2014 - Present
Ketchum Change June 2013 - December 2013
Visiting Nurse Service of New York January 2013 - May 2013
Retensa December 2012 - May 2013
Retensa September 2012 - December 2012
BevForce June 2012 - August 2012
Moral Psychology Research Laboratory June 2011 - May 2012
Social Judgment and Decision Making Laboratory June 2011 - February 2012
Psychological Centers February 2011 - May 2011
RI Center for Behavioral Science and Public Policy October 2010 - November 2010
Skills
SPSS, Microsoft Excel, PowerPoint, Internal Communications, Change Management, Organizational..., Survey Design, Leadership Development, Research, Consulting, Microsoft Word, Access, Photoshop, MS Project
Education
New York University 2012 — 2014
Master of Arts (MA), Industrial and Organizational Psychology
Brown University 2008 — 2012
BA, Psychology, Commerce Organizations & Entrepreneurship
Bank of America July 2014 - Present
Ketchum Change June 2013 - December 2013
Visiting Nurse Service of New York January 2013 - May 2013
Retensa December 2012 - May 2013
Retensa September 2012 - December 2012
BevForce June 2012 - August 2012
Moral Psychology Research Laboratory June 2011 - May 2012
Social Judgment and Decision Making Laboratory June 2011 - February 2012
Psychological Centers February 2011 - May 2011
RI Center for Behavioral Science and Public Policy October 2010 - November 2010
Skills
SPSS, Microsoft Excel, PowerPoint, Internal Communications, Change Management, Organizational..., Survey Design, Leadership Development, Research, Consulting, Microsoft Word, Access, Photoshop, MS Project
Education
New York University 2012 — 2014
Master of Arts (MA), Industrial and Organizational Psychology
Brown University 2008 — 2012
BA, Psychology, Commerce Organizations & Entrepreneurship
Nicholas Woodbridge's Bank of America Experience November 2008 - June 2012
Job Solutions Architect at Amazon Web Services
Industry Computer Software
Experience
Amazon Web Services 2014 - Present
Amazon 2012 - 2014
Bank of America November 2008 - June 2012
Countrywide Financial Corporation October 2006 - November 2008
FNC Inc November 2003 - November 2006
Skills
Software Project..., Portfolio Management, Program Management, Web Project Management, Agile Project Management, User Acceptance Testing, Software Quality..., Requirements Analysis, Kanban, Cloud Computing
Education
The University of Texas at Dallas 2012 — 2014
MBA and Graduate Certificate, Project Management
Brown University 1999 — 2003
BA, Computer Science
Amazon Web Services 2014 - Present
Amazon 2012 - 2014
Bank of America November 2008 - June 2012
Countrywide Financial Corporation October 2006 - November 2008
FNC Inc November 2003 - November 2006
Skills
Software Project..., Portfolio Management, Program Management, Web Project Management, Agile Project Management, User Acceptance Testing, Software Quality..., Requirements Analysis, Kanban, Cloud Computing
Education
The University of Texas at Dallas 2012 — 2014
MBA and Graduate Certificate, Project Management
Brown University 1999 — 2003
BA, Computer Science
Nancy Shelby's Bank of America Experience June 1997 - February 2001
Job President at Planned Giving Council of Houston
Industry Banking
Experience
Planned Giving Council of Houston July 2011 - Present
Comerica 2008 - 2010
Regions Morgan Keegan Trust Co. March 2001 - June 2008
Bank of America June 1997 - February 2001
Education
Cannon Financial Institute 1996 — 1997
Trust Administration I,II,III, Honors
Brown University
Bachelor of Arts (B.A.), Cultural Anthropology
Planned Giving Council of Houston July 2011 - Present
Comerica 2008 - 2010
Regions Morgan Keegan Trust Co. March 2001 - June 2008
Bank of America June 1997 - February 2001
Education
Cannon Financial Institute 1996 — 1997
Trust Administration I,II,III, Honors
Brown University
Bachelor of Arts (B.A.), Cultural Anthropology
chris kalil's Bank of America Experience March 2004 - September 2005
Job Senior Portfolio Risk Manager at Fannie Mae
Industry Financial Services
Experience
Fannie Mae December 2012 - Present
Fannie Mae May 2007 - November 2012
Bank of America March 2004 - September 2005
PricewaterhouseCoopers LLP September 1998 - March 2004
Skills
Risk Management, Portfolio Management, Credit, Loans, Mortgage Lending, Credit Risk, Financial Risk, Banking, Financial Analysis, Business Analysis
Education
Brown University 1990 — 1994
Finance and Economics
Brown University 1990 — 1994
Bachelor of Economics, Finance, General
Fannie Mae December 2012 - Present
Fannie Mae May 2007 - November 2012
Bank of America March 2004 - September 2005
PricewaterhouseCoopers LLP September 1998 - March 2004
Skills
Risk Management, Portfolio Management, Credit, Loans, Mortgage Lending, Credit Risk, Financial Risk, Banking, Financial Analysis, Business Analysis
Education
Brown University 1990 — 1994
Finance and Economics
Brown University 1990 — 1994
Bachelor of Economics, Finance, General
Joseph DelRosario's Bank of America Experience August 2013 - Present
Job Loan Officer at Bank of America
Industry Banking
Experience
Bank of America August 2013 - Present
Bank of America October 2012 - July 2013
Skills
Relationship Management, Investments, Financial Risk, Loans, Finance, Consumer Lending, Strategic Financial..., Portfolio Management, Risk Management, Credit, Mortgage Lending, Financial Analysis, Retail Banking, Financial Modeling, Banking, Asset Management, Commercial Banking, Corporate Finance, Commercial Lending, Credit Analysis, Project Management
Education
The University of Tennessee at Chattanooga 2012 — 2013
Master of Science (MS), Engineering Management
Bryan College 2009 — 2011
Bachelor of Science (BS), Business Administration, Management and Operations
Bank of America August 2013 - Present
Bank of America October 2012 - July 2013
Skills
Relationship Management, Investments, Financial Risk, Loans, Finance, Consumer Lending, Strategic Financial..., Portfolio Management, Risk Management, Credit, Mortgage Lending, Financial Analysis, Retail Banking, Financial Modeling, Banking, Asset Management, Commercial Banking, Corporate Finance, Commercial Lending, Credit Analysis, Project Management
Education
The University of Tennessee at Chattanooga 2012 — 2013
Master of Science (MS), Engineering Management
Bryan College 2009 — 2011
Bachelor of Science (BS), Business Administration, Management and Operations
Marybeth Knight's Bank of America Experience September 1985 - February 2008
Job Student at Brown Mackie CollegeFort Wayne
Industry Hospital & Health Care
Experience
Bank of America September 1985 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Brown Mackie College-Fort Wayne 2011 — 2013
Associate of Applied Science, Occupational Therapy Assistant
University of St. Francis
Business Administration, Management and Operations
Bank of America September 1985 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, Public Speaking, English
Education
Brown Mackie College-Fort Wayne 2011 — 2013
Associate of Applied Science, Occupational Therapy Assistant
University of St. Francis
Business Administration, Management and Operations
Debbie Eidson's Bank of America Experience November 2000 - May 2004
Job Commercial CSR at Arrow Group Insurance
Industry Insurance
Experience
Arrow Group Insurance September 2010 - Present
The Arrow Group August 2010 - Present
Rhonda Botts Farmer Insurance Agencty October 2008 - September 2010
Farm Bureau May 2008 - August 2008
Bank of America November 2000 - May 2004
Emporia, Ks November 1988 - November 2002
Coffin Insurance Agency February 1982 - May 1988
Skills
Commercial and Personal...
Education
Brown Mackie College-Salina
Secretarial
Junction High School
Graduated high school
Arrow Group Insurance September 2010 - Present
The Arrow Group August 2010 - Present
Rhonda Botts Farmer Insurance Agencty October 2008 - September 2010
Farm Bureau May 2008 - August 2008
Bank of America November 2000 - May 2004
Emporia, Ks November 1988 - November 2002
Coffin Insurance Agency February 1982 - May 1988
Skills
Commercial and Personal...
Education
Brown Mackie College-Salina
Secretarial
Junction High School
Graduated high school
Kurt Kruger's Bank of America Experience January 2001 - February 2003
Job Partner, Investment Banking at WR Hambrecht + Co
Industry
Experience
WR Hambrecht + Co June 2014 - Present
Navigant February 2013 - June 2014
Bank of America January 2001 - February 2003
Montgomery Securities January 1996 - January 2001
Hambrecht & Quist July 1987 - January 1996
Guidant, CPI July 1984 - July 1987
Education
Brown University
Columbia University in the City of New York
Massachusetts Institute of Technology
University of Michigan College of Literature, Science, and the Arts
WR Hambrecht + Co June 2014 - Present
Navigant February 2013 - June 2014
Bank of America January 2001 - February 2003
Montgomery Securities January 1996 - January 2001
Hambrecht & Quist July 1987 - January 1996
Guidant, CPI July 1984 - July 1987
Education
Brown University
Columbia University in the City of New York
Massachusetts Institute of Technology
University of Michigan College of Literature, Science, and the Arts
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS