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
Jiani Jiang Jiani Jiang's Bank of America Experience January 2011 - May 2011
Job Ph.D. Student at New Mexico State University
Industry Market Research
Experience
New Mexico State University August 2015 - Present
University of North Texas August 2013 - January 2015
Cultural Society of East Bay January 2012 - February 2013
Paramount Restaurant Supply May 2011 - August 2011
Bryant University October 2010 - August 2011
Bank of America January 2011 - May 2011
Home & Hospice Care of Rhode Island September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Market Research, Social Media, Outlook, Social Media Marketing, Leadership Development, Project Management, Event Planning, SPSS, Chinese culture, Marketing, Research, Data Analysis, Analysis, Customer Service, Fundraising, Management
Education
New Mexico State University
Doctor of Philosophy (Ph.D.), Marketing
University of North Texas 2013 — 2015
Doctor of Philosophy (Ph.D.), Marketing
Bryant University 2010 — 2011
MBA, MBA
Roger Williams University 2007 — 2010
B.S, Marketing
New Mexico State University August 2015 - Present
University of North Texas August 2013 - January 2015
Cultural Society of East Bay January 2012 - February 2013
Paramount Restaurant Supply May 2011 - August 2011
Bryant University October 2010 - August 2011
Bank of America January 2011 - May 2011
Home & Hospice Care of Rhode Island September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Market Research, Social Media, Outlook, Social Media Marketing, Leadership Development, Project Management, Event Planning, SPSS, Chinese culture, Marketing, Research, Data Analysis, Analysis, Customer Service, Fundraising, Management
Education
New Mexico State University
Doctor of Philosophy (Ph.D.), Marketing
University of North Texas 2013 — 2015
Doctor of Philosophy (Ph.D.), Marketing
Bryant University 2010 — 2011
MBA, MBA
Roger Williams University 2007 — 2010
B.S, Marketing
Brian Lopes Brian Lopes's Bank of America Experience February 2006 - June 2007
Job
Industry Professional Training & Coaching
Experience
CVS Health April 2015 - Present
Citizens Bank February 2014 - April 2015
Columbia Management January 2012 - February 2014
Columbia Management August 2009 - January 2012
Columbia Management April 2008 - August 2009
Columbia Management June 2007 - April 2008
Bank of America February 2006 - June 2007
Education
Bryant University 2011 — 2011
Certificate, Training
Florida State University 1998 — 2002
BS, Communication
CVS Health April 2015 - Present
Citizens Bank February 2014 - April 2015
Columbia Management January 2012 - February 2014
Columbia Management August 2009 - January 2012
Columbia Management April 2008 - August 2009
Columbia Management June 2007 - April 2008
Bank of America February 2006 - June 2007
Education
Bryant University 2011 — 2011
Certificate, Training
Florida State University 1998 — 2002
BS, Communication
Darryl Marsh Darryl Marsh's Bank of America Experience August 2008 - May 2011
Job CEO/Founder of The Marsh Education Fund, CEO of Caveworld Entertainment, DJ, Voice Talent.
Industry Nonprofit Organization Management
Experience
Self-employed August 2012 - Present
Honeywell Safety Products April 2012 - December 2012
Bank of America August 2008 - May 2011
Skills
Microsoft Office, Nonprofits, Public Speaking, Social Media Marketing, Community Outreach, Public Relations, Marketing, Social Media, Strategic Planning, Fundraising, Event Planning, Social Networking, Entrepreneurship, Customer Service, Event Management, Program Development, Marketing Strategy, Management
Education
Bryant College 1996 — 1997
Economics
Classical High school Providence RI 1992 — 1996
Self-employed August 2012 - Present
Honeywell Safety Products April 2012 - December 2012
Bank of America August 2008 - May 2011
Skills
Microsoft Office, Nonprofits, Public Speaking, Social Media Marketing, Community Outreach, Public Relations, Marketing, Social Media, Strategic Planning, Fundraising, Event Planning, Social Networking, Entrepreneurship, Customer Service, Event Management, Program Development, Marketing Strategy, Management
Education
Bryant College 1996 — 1997
Economics
Classical High school Providence RI 1992 — 1996
Cynthia (Dufrane) Gesner Cynthia (Dufrane) Gesner's Bank of America Experience 2007 - 2008
Job Senior Client Delivery Manager at Black Knight Financial Services
Industry Financial Services
Experience
Black Knight Financial Services August 2015 - Present
TD Bank June 2007 - June 2015
Bank of America 2007 - 2008
Fleet Bank May 1989 - June 2007
Skills
Banking, Loans, Commercial Banking, Operational Risk, Credit, Risk Management, Process Improvement, Change Management, Portfolio Management, Business Analysis, Financial Analysis, Retail Banking, Credit Analysis, Strategic Planning, Business Strategy, Management, Consumer Lending, Commercial Lending, Credit Risk, Finance, Financial Risk, Mortgage Lending, Small Business Lending, Financial Services, Commercial Mortgages, Relationship Management, Loan Origination, Leadership, Strategy, Project Management
Education
MBA International Banking
Master of Business Administration (M.B.A.), International Business
Bryant University 1977 — 1981
Business/Commerce, General
Black Knight Financial Services August 2015 - Present
TD Bank June 2007 - June 2015
Bank of America 2007 - 2008
Fleet Bank May 1989 - June 2007
Skills
Banking, Loans, Commercial Banking, Operational Risk, Credit, Risk Management, Process Improvement, Change Management, Portfolio Management, Business Analysis, Financial Analysis, Retail Banking, Credit Analysis, Strategic Planning, Business Strategy, Management, Consumer Lending, Commercial Lending, Credit Risk, Finance, Financial Risk, Mortgage Lending, Small Business Lending, Financial Services, Commercial Mortgages, Relationship Management, Loan Origination, Leadership, Strategy, Project Management
Education
MBA International Banking
Master of Business Administration (M.B.A.), International Business
Bryant University 1977 — 1981
Business/Commerce, General
Paul Famiglietti Paul Famiglietti's Bank of America Experience September 1998 - Present
Job Vice President, Tax Manager at Bank of America
Industry Accounting
Experience
Bank of America September 1998 - Present
Allegretti Major & Company, CPA 1996 - 1998
Fleet Financial Group January 1996 - May 1996
Skills
Tax, Tax Compliance, Financial Reporting, Accounting, Audit, Compliance, Auditing, Tax Returns, Internal Controls
Education
Bryant University 2001 — 2005
Master of Science, Taxation
Bryant University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Bank of America September 1998 - Present
Allegretti Major & Company, CPA 1996 - 1998
Fleet Financial Group January 1996 - May 1996
Skills
Tax, Tax Compliance, Financial Reporting, Accounting, Audit, Compliance, Auditing, Tax Returns, Internal Controls
Education
Bryant University 2001 — 2005
Master of Science, Taxation
Bryant University 1992 — 1996
Bachelor of Science in Business Administration, Accounting
Joseph Frisk Joseph Frisk's Bank of America Experience June 2002 - March 2014
Job Sr. Security Manager at Accenture
Industry Financial Services
Experience
Accenture Consulting August 2014 - Present
Frisk IT LLC; Consulting March 2014 - May 2015
Town of Uxbridge May 2013 - May 2014
Bank of America June 2002 - March 2014
Total Technology Solutions September 2008 - April 2011
Bank of America June 2002 - March 2009
Java Joint LLC February 2004 - November 2008
Fleet Bank (Currently Bank of America) January 2001 - June 2002
Citizens Bank January 1999 - January 2001
Fidelity Investments 1998 - 1999
Skills
Risk Management, Business Analysis, SDLC, IT Management, Vendor Management, Software Project..., Management, Information Security, Analysis, Security, CRM, Banking, Analytics, Solution Architecture, Team Leadership, Leadership, Requirements Gathering, Access, IT Strategy, Visio, Business Intelligence, Project Portfolio..., Loans, Sla, Change Management, Business Strategy, Municipal Politics, Community Outreach, Data Analysis, Executive Management, Financial Analysis, Municipal Management, Hospitality Management, Application Lifecycle..., Web Development, Application Architecture, Web Applications, Risk Assessment, Supplier Risk Management, International Project..., Consulting, Agile & Waterfall..., PCI Standards, Regulatory Policy, SOX 404, COBIT, Identity Management
Education
Bryant University 2001 — 2003
Master of Science (MS)
Bryant University 1999 — 2002
Master of Business Administration (M.B.A.)
Rhode Island College 1993 — 1998
Bachelor’s Degree
Burrillville High 1988 — 1992
High School
Woonsocket 1986 — 1988
Accenture Consulting August 2014 - Present
Frisk IT LLC; Consulting March 2014 - May 2015
Town of Uxbridge May 2013 - May 2014
Bank of America June 2002 - March 2014
Total Technology Solutions September 2008 - April 2011
Bank of America June 2002 - March 2009
Java Joint LLC February 2004 - November 2008
Fleet Bank (Currently Bank of America) January 2001 - June 2002
Citizens Bank January 1999 - January 2001
Fidelity Investments 1998 - 1999
Skills
Risk Management, Business Analysis, SDLC, IT Management, Vendor Management, Software Project..., Management, Information Security, Analysis, Security, CRM, Banking, Analytics, Solution Architecture, Team Leadership, Leadership, Requirements Gathering, Access, IT Strategy, Visio, Business Intelligence, Project Portfolio..., Loans, Sla, Change Management, Business Strategy, Municipal Politics, Community Outreach, Data Analysis, Executive Management, Financial Analysis, Municipal Management, Hospitality Management, Application Lifecycle..., Web Development, Application Architecture, Web Applications, Risk Assessment, Supplier Risk Management, International Project..., Consulting, Agile & Waterfall..., PCI Standards, Regulatory Policy, SOX 404, COBIT, Identity Management
Education
Bryant University 2001 — 2003
Master of Science (MS)
Bryant University 1999 — 2002
Master of Business Administration (M.B.A.)
Rhode Island College 1993 — 1998
Bachelor’s Degree
Burrillville High 1988 — 1992
High School
Woonsocket 1986 — 1988
Marty Quint Marty Quint's Bank of America Experience August 2011 - March 2013
Job Senior Associate, Advisory Services Government Contracts Practice at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC March 2013 - July 2014
Bank of America August 2011 - March 2013
General Dynamics - Bath Iron Works June 2009 - July 2011
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Government Contracting, Contract Management, Contract Negotiation, Product Cost Analysis, Cost Accounting, Variance Analysis, Finance, Analysis, Microsoft Excel, PowerPoint
Education
Bryant University 2005 — 2009
Bachelor of Science (BS), Accounting
PwC July 2014 - Present
PwC March 2013 - July 2014
Bank of America August 2011 - March 2013
General Dynamics - Bath Iron Works June 2009 - July 2011
Skills
Internal Controls, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Government Contracting, Contract Management, Contract Negotiation, Product Cost Analysis, Cost Accounting, Variance Analysis, Finance, Analysis, Microsoft Excel, PowerPoint
Education
Bryant University 2005 — 2009
Bachelor of Science (BS), Accounting
Jennifer Pierel Jennifer Pierel's Bank of America Experience October 2012 - June 2013
Job Sales & Service Specialist at Bank of America
Industry Banking
Experience
Ava Anderson Non-Toxic September 2012 - Present
Bank of America October 2012 - June 2013
Textron Inc. 2000 - December 2010
Textron Inc. 1996 - 1999
Textron Inc. 1993 - 1996
Textron Inc. 1990 - 1992
Textron Inc. 1988 - 1990
Hope Webbing Company 1986 - 1988
Skills
Succession Planning, Performance Management, Talent Management, Strategy, Labor Relations, Human Resources, Training, Leadership, Strategic Planning, Process Improvement, Organizational..., Deferred Compensation, Executive Coaching, Six Sigma, Change Management, Management
Education
Bryant University
Human Resources Certification, Human Resources Management and Services
Katharine Gibbs School 1985 — 1986
Secretarial
Ava Anderson Non-Toxic September 2012 - Present
Bank of America October 2012 - June 2013
Textron Inc. 2000 - December 2010
Textron Inc. 1996 - 1999
Textron Inc. 1993 - 1996
Textron Inc. 1990 - 1992
Textron Inc. 1988 - 1990
Hope Webbing Company 1986 - 1988
Skills
Succession Planning, Performance Management, Talent Management, Strategy, Labor Relations, Human Resources, Training, Leadership, Strategic Planning, Process Improvement, Organizational..., Deferred Compensation, Executive Coaching, Six Sigma, Change Management, Management
Education
Bryant University
Human Resources Certification, Human Resources Management and Services
Katharine Gibbs School 1985 — 1986
Secretarial
MaryKay Koreivo MaryKay Koreivo's Bank of America Experience June 2014 - Present
Job SVP, Senior Client Manager
Industry Banking
Experience
Bank of America June 2014 - Present
Citizens Bank June 1994 - May 2014
Fleet Credit Corporation 1987 - 1993
Skills
Commercial Lending, Asset Based Lending, Middle Market, Banking, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Consumer Lending, Loan Origination, Portfolio Management, Underwriting, Credit Risk, Cash Management
Education
University of Rhode Island - College of Business Administration
B.S., Finance
Bryant University
MBA, Management
Bank of America June 2014 - Present
Citizens Bank June 1994 - May 2014
Fleet Credit Corporation 1987 - 1993
Skills
Commercial Lending, Asset Based Lending, Middle Market, Banking, Loans, Small Business Lending, Credit Analysis, Commercial Banking, Credit, Consumer Lending, Loan Origination, Portfolio Management, Underwriting, Credit Risk, Cash Management
Education
University of Rhode Island - College of Business Administration
B.S., Finance
Bryant University
MBA, Management
Morena Gomes Morena Gomes's Bank of America Experience September 2006 - May 2007
Job Financial Project Administrator
Industry Construction
Experience
Shawmut Design and Construction June 2015 - Present
Shawmut Design and Construction June 2012 - June 2015
Gem Plumbing & Heating Co. Inc. May 2007 - May 2012
LaSalle Bakery February 2000 - December 2008
Bank of America September 2006 - May 2007
Citizens Bank June 2003 - October 2003
Skills
Microsoft Office, Administrative Support, Multitasker, Detail Orientation, Customer Relations, Customer Service, Marketing, Outlook, Time Management, Team Building, Administrative..., Call Centers, Microsoft Word, Budgets, Process Scheduler, Leadership, Project Planning, Training, Contract Management, Construction Management, Project Estimation
Education
Rhode Island College 2001 — 2015
Bachelor of Science (BSc), Accounting and Finance, 3.8
Community College of Rhode Island 2010 — 2011
Associate of Arts (A.A.), General Studies, 3.93
Bryant University 2002 — 2003
Accounting and Finance, 3.5
Shawmut Design and Construction June 2015 - Present
Shawmut Design and Construction June 2012 - June 2015
Gem Plumbing & Heating Co. Inc. May 2007 - May 2012
LaSalle Bakery February 2000 - December 2008
Bank of America September 2006 - May 2007
Citizens Bank June 2003 - October 2003
Skills
Microsoft Office, Administrative Support, Multitasker, Detail Orientation, Customer Relations, Customer Service, Marketing, Outlook, Time Management, Team Building, Administrative..., Call Centers, Microsoft Word, Budgets, Process Scheduler, Leadership, Project Planning, Training, Contract Management, Construction Management, Project Estimation
Education
Rhode Island College 2001 — 2015
Bachelor of Science (BSc), Accounting and Finance, 3.8
Community College of Rhode Island 2010 — 2011
Associate of Arts (A.A.), General Studies, 3.93
Bryant University 2002 — 2003
Accounting and Finance, 3.5
Donna Baribault Donna Baribault's Bank of America Experience August 2004 - May 2010
Job Assistant Vice President at Citizens Bank
Industry Banking
Experience
Citizens Bank March 2012 - Present
Bank of America August 2004 - May 2010
Bank of America July 2003 - August 2004
Bank of America August 2002 - August 2004
Citizens Bank March 1996 - August 2002
Skills
Small Business Lending
Education
Boston University
Paralegal Studies
Bryant College
Financial Planning
Citizens Bank March 2012 - Present
Bank of America August 2004 - May 2010
Bank of America July 2003 - August 2004
Bank of America August 2002 - August 2004
Citizens Bank March 1996 - August 2002
Skills
Small Business Lending
Education
Boston University
Paralegal Studies
Bryant College
Financial Planning
Mary Ready Mary Ready's Bank of America Experience March 2010 - May 2013
Job Family Office Administrator at 320 Corporation
Industry Banking
Experience
320 Corporation June 2013 - Present
Bank of America March 2010 - May 2013
Bank of America May 2003 - March 2010
Bank of America October 2000 - May 2003
Bank of America January 1999 - October 2000
Bank of America November 1992 - January 1999
Skills
Marketing, Sales, Banking, Personal Trust..., Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Office Management, PowerPoint, Underwriting, Analysis, Loans
Education
Bryant University
BS, Finance, Magna Cum Laude
Institute of Certified Bankers
Certified Trust and Financial Advisor
Community College of Rhode Island
Associate of Science (AS), Business Administration
320 Corporation June 2013 - Present
Bank of America March 2010 - May 2013
Bank of America May 2003 - March 2010
Bank of America October 2000 - May 2003
Bank of America January 1999 - October 2000
Bank of America November 1992 - January 1999
Skills
Marketing, Sales, Banking, Personal Trust..., Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Office Management, PowerPoint, Underwriting, Analysis, Loans
Education
Bryant University
BS, Finance, Magna Cum Laude
Institute of Certified Bankers
Certified Trust and Financial Advisor
Community College of Rhode Island
Associate of Science (AS), Business Administration
Christopher Gauthier Christopher Gauthier's Bank of America Experience January 2006 - December 2007
Job CPA/Financial Planner Corrigan Financial, Inc.
Industry Accounting
Experience
Corrigan Financial, Inc. June 2014 - Present
Charland, Marciano & Company CPA's December 2011 - June 2014
Independent Accounting Professional December 2007 - December 2011
NETT January 2008 - July 2011
Bank of America January 2006 - December 2007
Boston Financial Data Services September 2005 - January 2006
Skills
Accounting, Account Reconciliation, QuickBooks, General Ledger, Auditing, Financial Analysis, Accounts Receivable, Accounts Payable, Microsoft Excel, Customer Service, Microsoft Word, Sales
Education
University of Massachusetts 2009 — 2010
MS, Accounting
Bryant University 2006 — 2008
MBA
Providence College 2003 — 2005
BA, Liberal Studies; Business Administration
Corrigan Financial, Inc. June 2014 - Present
Charland, Marciano & Company CPA's December 2011 - June 2014
Independent Accounting Professional December 2007 - December 2011
NETT January 2008 - July 2011
Bank of America January 2006 - December 2007
Boston Financial Data Services September 2005 - January 2006
Skills
Accounting, Account Reconciliation, QuickBooks, General Ledger, Auditing, Financial Analysis, Accounts Receivable, Accounts Payable, Microsoft Excel, Customer Service, Microsoft Word, Sales
Education
University of Massachusetts 2009 — 2010
MS, Accounting
Bryant University 2006 — 2008
MBA
Providence College 2003 — 2005
BA, Liberal Studies; Business Administration
Norman Verrier's Bank of America Experience June 2004 - January 2007
Job Data Support Business Systems Analyst III at Citizens Bank
Industry Banking
Experience
Citizens Bank January 2007 - Present
Bank of America June 2004 - January 2007
Bank of America August 1998 - May 2004
Skills
Mergers, Essbase, Banking, Business Requirements, Credit, Hyperion Enterprise, Financial Analysis, PeopleSoft, Portfolio Management, Business Analysis, VBA, Visio, Risk Management, Finance, Process Improvement, Lean Six Sigma Workout..., Lean Six Sigma Workout..., Productivity Improvement, Gap Analysis, Operational Efficiency, Project Management, Education Finance &..., Home Equity products..., Regulatory and..., International..., IFRS and GAAP, Hierarchies, Data & Database..., Technical Support, Advanced MS Office User, Excellent oral and..., Team Building and..., Personnel Development, Continous Improvement, SAS programming, Business Intelligence, SQL, Analysis, Leadership, Financial Risk, Cash Management
Education
SAS Institute 2013 — 2013
SAS Programming 2, Data Manipulation Techniques, Complete
SAS Institute 2013 — 2013
SAS Macro Language 1, Programming
Bryant University 2011 — 2011
Business Analyst Certificate, Accounting / Finance
The University of Rhode Island 1989 — 1995
Bachelor of Science (B.S.), Wildlife Biology and Management
Citizens Bank January 2007 - Present
Bank of America June 2004 - January 2007
Bank of America August 1998 - May 2004
Skills
Mergers, Essbase, Banking, Business Requirements, Credit, Hyperion Enterprise, Financial Analysis, PeopleSoft, Portfolio Management, Business Analysis, VBA, Visio, Risk Management, Finance, Process Improvement, Lean Six Sigma Workout..., Lean Six Sigma Workout..., Productivity Improvement, Gap Analysis, Operational Efficiency, Project Management, Education Finance &..., Home Equity products..., Regulatory and..., International..., IFRS and GAAP, Hierarchies, Data & Database..., Technical Support, Advanced MS Office User, Excellent oral and..., Team Building and..., Personnel Development, Continous Improvement, SAS programming, Business Intelligence, SQL, Analysis, Leadership, Financial Risk, Cash Management
Education
SAS Institute 2013 — 2013
SAS Programming 2, Data Manipulation Techniques, Complete
SAS Institute 2013 — 2013
SAS Macro Language 1, Programming
Bryant University 2011 — 2011
Business Analyst Certificate, Accounting / Finance
The University of Rhode Island 1989 — 1995
Bachelor of Science (B.S.), Wildlife Biology and Management
Carleen DeSisto, C.I.D., GREEN AP Carleen DeSisto, C.I.D., GREEN AP's Bank of America Experience June 2006 - December 2009
Job Decor Designer at Decor & You
Industry Design
Experience
Decor & You 2010 - Present
Financial Women International 2007 - 2010
Bank of America June 2006 - December 2009
Bank of America 2001 - June 2006
Fleet National Bank 1993 - 2001
Skills
Space Planning, Interior Design, Window Coverings, Shades, Draperies, Furniture, Furnishings, Residential, Custom Closets, Color Plans, Space-planning, Window Treatments, Custom Furniture, Sales, Blinds, Space planning, Marketing, Residential Homes, Interior Architecture, Plans, Bathrooms, New Business Development, Project Planning, Leadership, Home Staging, Customer Service, Small Business
Education
Rhode Island School of Design 1994 — 1998
Interior Design Certificate, Interior Design
Bryant University
BS, Business Administration/Management
Decor & You 2010 - Present
Financial Women International 2007 - 2010
Bank of America June 2006 - December 2009
Bank of America 2001 - June 2006
Fleet National Bank 1993 - 2001
Skills
Space Planning, Interior Design, Window Coverings, Shades, Draperies, Furniture, Furnishings, Residential, Custom Closets, Color Plans, Space-planning, Window Treatments, Custom Furniture, Sales, Blinds, Space planning, Marketing, Residential Homes, Interior Architecture, Plans, Bathrooms, New Business Development, Project Planning, Leadership, Home Staging, Customer Service, Small Business
Education
Rhode Island School of Design 1994 — 1998
Interior Design Certificate, Interior Design
Bryant University
BS, Business Administration/Management
Donna DiIorio Donna DiIorio's Bank of America Experience October 1997 - September 2011
Job Deed in Lieu Specialist at Liberty Title
Industry Banking
Experience
Liberty Title May 2013 - Present
Bank of America October 1997 - September 2011
Skills
Customer Service, Business Intelligence, Sales, Sales Management
Education
Bryant College 1973 — 1975
Associate's degree, Legal Assistant/Paralegal
Liberty Title May 2013 - Present
Bank of America October 1997 - September 2011
Skills
Customer Service, Business Intelligence, Sales, Sales Management
Education
Bryant College 1973 — 1975
Associate's degree, Legal Assistant/Paralegal
Melissa Gilmete's Bank of America Experience December 2006 - September 2012
Job Finance, product development/ global marketing and Management
Industry Banking
Experience
Examination Management Services, Inc February 2015 - Present
Citizens Bank March 2013 - June 2014
Bank of America December 2006 - September 2012
Lillymissathenas January 2008 - July 2011
Jones New York June 2004 - August 2007
Macy's June 2003 - July 2005
The Providence Performing Arts Center September 2003 - May 2004
Johnson & Wales University September 2001 - June 2003
Skills
Innovator, Banking, Mortgage Lending, Retail Banking, Loan Origination, Cross Selling, Deposits, Lines Of Credit, Risk Management, Credit Cards, Financial Risk, Cash Management, Branch Management, Relationship Management, Operational Risk..., Financial Services, Customer Satisfaction, Microsoft Excel, Operations Management, Vendor Management, Outlook, Leadership, Branch Banking, Microsoft Office, Private Banking, Business Analysis, Sales, Customer Experience, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Credit Risk, Web Design, Bookkeeping, Visual Merchandising, Planogram Development, Management, Publications, Product Development, Finance
Education
Bryant University 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Johnson and Wales University 2001 — 2005
Bachelor of Science, Fashion Merchandising and Marketing
Examination Management Services, Inc February 2015 - Present
Citizens Bank March 2013 - June 2014
Bank of America December 2006 - September 2012
Lillymissathenas January 2008 - July 2011
Jones New York June 2004 - August 2007
Macy's June 2003 - July 2005
The Providence Performing Arts Center September 2003 - May 2004
Johnson & Wales University September 2001 - June 2003
Skills
Innovator, Banking, Mortgage Lending, Retail Banking, Loan Origination, Cross Selling, Deposits, Lines Of Credit, Risk Management, Credit Cards, Financial Risk, Cash Management, Branch Management, Relationship Management, Operational Risk..., Financial Services, Customer Satisfaction, Microsoft Excel, Operations Management, Vendor Management, Outlook, Leadership, Branch Banking, Microsoft Office, Private Banking, Business Analysis, Sales, Customer Experience, Credit, Small Business Lending, Commercial Banking, Credit Analysis, Credit Risk, Web Design, Bookkeeping, Visual Merchandising, Planogram Development, Management, Publications, Product Development, Finance
Education
Bryant University 2014 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Johnson and Wales University 2001 — 2005
Bachelor of Science, Fashion Merchandising and Marketing
Gen Li Gen Li's Bank of America Experience January 2011 - May 2011
Job Associate at Goldwind USA
Industry Financial Services
Experience
Goldwind USA June 2012 - Present
Investor Group Services (IGS) April 2012 - June 2012
Bryant University September 2010 - August 2011
Bank of America January 2011 - May 2011
Home&Hospice Care of Rhode Island September 2010 - January 2011
King&Wood Law Firm August 2007 - July 2008
People's Armed Police Force June 2004 - February 2005
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Financial Reporting, CAPM, Financial Planning, Firm Valuation
Education
Bryant University 2010 — 2011
Master of Business Administration, MBA
Johnson & Wales University 2008 — 2010
Pre-MBA, International Trade
Capital University of Economics and Business 2004 — 2008
Bachelor, Economic Law
Goldwind USA June 2012 - Present
Investor Group Services (IGS) April 2012 - June 2012
Bryant University September 2010 - August 2011
Bank of America January 2011 - May 2011
Home&Hospice Care of Rhode Island September 2010 - January 2011
King&Wood Law Firm August 2007 - July 2008
People's Armed Police Force June 2004 - February 2005
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Financial Reporting, CAPM, Financial Planning, Firm Valuation
Education
Bryant University 2010 — 2011
Master of Business Administration, MBA
Johnson & Wales University 2008 — 2010
Pre-MBA, International Trade
Capital University of Economics and Business 2004 — 2008
Bachelor, Economic Law
Nancy Preston Nancy Preston's Bank of America Experience December 2001 - Present
Job SVP, Senior Service Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America December 2001 - Present
PricewaterhouseCoopers August 1998 - December 2001
First Data Investor Services Group May 1996 - August 1998
Lifespan April 1995 - May 1996
Blue Cross Blue Shield of Rhode Island 1985 - 1995
Skills
Process Improvement, Software Documentation, Project Management, SDLC
Education
Bryant University 1983 — 1984
Bachelor of Science - Computer Information Systems, Computer Programming/Management
Keene State College 1980 — 1983
Associates, General Studies
Bank of America December 2001 - Present
PricewaterhouseCoopers August 1998 - December 2001
First Data Investor Services Group May 1996 - August 1998
Lifespan April 1995 - May 1996
Blue Cross Blue Shield of Rhode Island 1985 - 1995
Skills
Process Improvement, Software Documentation, Project Management, SDLC
Education
Bryant University 1983 — 1984
Bachelor of Science - Computer Information Systems, Computer Programming/Management
Keene State College 1980 — 1983
Associates, General Studies
Rich Gagne Rich Gagne's Bank of America Experience 2002 - 2007
Job Vice President, Retirement Security Education at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement February 2007 - Present
Bank of America 2002 - 2007
Skills
Change leadership with..., Investments, Retirement, Financial Advisory, Banking, CRM, Management, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Asset Management, Financial Services, Strategic Financial..., Equities, Team Leadership, Alternative Investments, Insurance, Finance, 401k, Fixed Annuities, Investment Management
Education
Bryant University
Master of Business Administration (MBA), Finance
Bryant University
Bachelor's degree, Finance
Prudential Retirement February 2007 - Present
Bank of America 2002 - 2007
Skills
Change leadership with..., Investments, Retirement, Financial Advisory, Banking, CRM, Management, Series 7, Series 63, Mutual Funds, Securities, Wealth Management, Portfolio Management, Retirement Planning, Asset Allocation, Asset Management, Financial Services, Strategic Financial..., Equities, Team Leadership, Alternative Investments, Insurance, Finance, 401k, Fixed Annuities, Investment Management
Education
Bryant University
Master of Business Administration (MBA), Finance
Bryant University
Bachelor's degree, Finance
Lauren Fraher Lauren Fraher's Bank of America Experience December 2012 - Present
Job Restaurant Finance Group at Bank of America
Industry Banking
Experience
Bank of America December 2012 - Present
State Street April 2010 - December 2012
Skills
Analysis, Financial Analysis, Banking, Credit, Loans, Credit Analysis, Financial Statements, Accounting, Financial Reporting, Credit Risk, Financial Accounting
Education
Bryant University 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Bank of America December 2012 - Present
State Street April 2010 - December 2012
Skills
Analysis, Financial Analysis, Banking, Credit, Loans, Credit Analysis, Financial Statements, Accounting, Financial Reporting, Credit Risk, Financial Accounting
Education
Bryant University 2004 — 2008
Bachelor of Arts (B.A.), Accounting
Justin Cahir's Bank of America Experience April 2010 - September 2011
Job Director; Merrill Edge Service to Sales proficiency execution manager; Onboarding site lead
Industry Financial Services
Experience
Merrill Edge September 2011 - Present
Bank of America April 2010 - September 2011
Bank of America August 2009 - March 2010
Bank of America October 2007 - July 2009
Bank of America April 2006 - September 2007
Skills
Strategic Thinking, Teamwork, Web Ex, Live Person, Project Management, Team Leadership, Microsoft Word, Microsoft Excel, Visio, PowerPoint, Interpersonal..., Sales, Investments, Call Centers, Series 7, Securities, Series 24, Options, Relationship Management, Time Management, Data Analysis, Business Strategy, Process Improvement, Strategy, Strategic Planning, Finance, Banking, Training, Equities, Financial Services, Mutual Funds, Wealth Management
Education
Bryant University 2003 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
University of Rhode Island 2001 — 2003
Merrill Edge September 2011 - Present
Bank of America April 2010 - September 2011
Bank of America August 2009 - March 2010
Bank of America October 2007 - July 2009
Bank of America April 2006 - September 2007
Skills
Strategic Thinking, Teamwork, Web Ex, Live Person, Project Management, Team Leadership, Microsoft Word, Microsoft Excel, Visio, PowerPoint, Interpersonal..., Sales, Investments, Call Centers, Series 7, Securities, Series 24, Options, Relationship Management, Time Management, Data Analysis, Business Strategy, Process Improvement, Strategy, Strategic Planning, Finance, Banking, Training, Equities, Financial Services, Mutual Funds, Wealth Management
Education
Bryant University 2003 — 2005
Bachelor of Science (BS), Finance and Financial Management Services
University of Rhode Island 2001 — 2003
Cheryl Goneconte Cheryl Goneconte's Bank of America Experience January 1998 - Present
Job Techololgy Project Team Manager at Bank of America
Industry Financial Services
Experience
Bank of America January 1998 - Present
Fleet Boston Financial January 1996 - April 2004
The Jan Companies January 1984 - May 1995
Skills
Vendor Management, SDLC, Project Portfolio..., Risk Management, PMO, Quality Center, PMP, Process Improvement, Project Delivery, Resource Management, Enterprise Software, Banking, Visio, MS Project, Software Project..., Requirements Analysis, IT Strategy, Requirements Gathering, Business Analysis, Management
Education
Roger Williams University 2000 — 2005
Business Management, Management
Bryant University 1999 — 1999
Project Management Certification, Project Managment
Bank of America January 1998 - Present
Fleet Boston Financial January 1996 - April 2004
The Jan Companies January 1984 - May 1995
Skills
Vendor Management, SDLC, Project Portfolio..., Risk Management, PMO, Quality Center, PMP, Process Improvement, Project Delivery, Resource Management, Enterprise Software, Banking, Visio, MS Project, Software Project..., Requirements Analysis, IT Strategy, Requirements Gathering, Business Analysis, Management
Education
Roger Williams University 2000 — 2005
Business Management, Management
Bryant University 1999 — 1999
Project Management Certification, Project Managment
Bryan Thomas Regele Bryan Thomas Regele's Bank of America Experience May 2010 - November 2011
Job Senior Credit Analyst at Capital Bank, a division of Chemung Canal Trust Company
Industry Banking
Experience
Capital Bank, a division of Chemung Canal Trust Company May 2015 - Present
Webster First Federal Credit Union November 2013 - May 2015
Webster First Federal Credit Union November 2011 - November 2013
Bank of America May 2010 - November 2011
World Trade Center of Rhode Island September 2009 - May 2010
Central Massachusetts Regional Planning Commission May 2008 - September 2008
Skills
Financial Analysis, Leadership, Marketing, Consulting, Research, Commercial Real Estate, Equities, Loans, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Investments, Microsoft Office, Access, Credit, Portfolio Management, Market Research, Finance, Banking, Mortgage Lending, Risk Management, Credit Analysis, Consumer Lending, Retail Banking, Management, Underwriting, Business Analysis
Education
Bryant University 2006 — 2010
BSBA, Finance and Marketing
Capital Bank, a division of Chemung Canal Trust Company May 2015 - Present
Webster First Federal Credit Union November 2013 - May 2015
Webster First Federal Credit Union November 2011 - November 2013
Bank of America May 2010 - November 2011
World Trade Center of Rhode Island September 2009 - May 2010
Central Massachusetts Regional Planning Commission May 2008 - September 2008
Skills
Financial Analysis, Leadership, Marketing, Consulting, Research, Commercial Real Estate, Equities, Loans, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Investments, Microsoft Office, Access, Credit, Portfolio Management, Market Research, Finance, Banking, Mortgage Lending, Risk Management, Credit Analysis, Consumer Lending, Retail Banking, Management, Underwriting, Business Analysis
Education
Bryant University 2006 — 2010
BSBA, Finance and Marketing
Nick Correa Nick Correa's Bank of America Experience January 2014 - January 2015
Job Business Project Specialist at Cigna
Industry Hospital & Health Care
Experience
Cigna January 2015 - Present
Bank of America January 2014 - January 2015
AXA Financial 2012 - January 2014
Bryant University September 2008 - June 2012
Skills
Business Development, Finance, Financial Modeling, Investments, Management, Business Planning, Risk Management, Project Planning, Project Management, Project Delivery, Microsoft Excel, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor’s Degree, Finance
Cigna January 2015 - Present
Bank of America January 2014 - January 2015
AXA Financial 2012 - January 2014
Bryant University September 2008 - June 2012
Skills
Business Development, Finance, Financial Modeling, Investments, Management, Business Planning, Risk Management, Project Planning, Project Management, Project Delivery, Microsoft Excel, PowerPoint
Education
Bryant University 2008 — 2012
Bachelor’s Degree, Finance
Camilo Zuluaga Camilo Zuluaga's Bank of America Experience October 2008 - October 2013
Job FSO Asset Management Assurance
Industry Accounting
Experience
EY September 2015 - Present
EY May 2014 - Present
Internal Revenue Service January 2014 - April 2014
Bank of America October 2008 - October 2013
Antaya Technologies Corp April 2006 - May 2007
Skills
Microsoft Excel, CRM, Banking, New Business Development, Portfolio Management, Supply Chain Management, Credit, Small Business, Lean Manufacturing, Tax Preparation, Financial Analysis, Accounting, GoSystems, OneSource, eDocs, Sage, Financial Modeling, Microsoft Office, PowerPoint, Auditing, Financial Statements, Leadership, Financial Accounting, Financial Reporting
Education
Bryant University 2013 — 2015
Bachelor's Degree, Bachelor of Science in Business Admistration, Accounting/Statistics.
HAR 2007 — 2008
Real Estate Agent, Real Estate
EY September 2015 - Present
EY May 2014 - Present
Internal Revenue Service January 2014 - April 2014
Bank of America October 2008 - October 2013
Antaya Technologies Corp April 2006 - May 2007
Skills
Microsoft Excel, CRM, Banking, New Business Development, Portfolio Management, Supply Chain Management, Credit, Small Business, Lean Manufacturing, Tax Preparation, Financial Analysis, Accounting, GoSystems, OneSource, eDocs, Sage, Financial Modeling, Microsoft Office, PowerPoint, Auditing, Financial Statements, Leadership, Financial Accounting, Financial Reporting
Education
Bryant University 2013 — 2015
Bachelor's Degree, Bachelor of Science in Business Admistration, Accounting/Statistics.
HAR 2007 — 2008
Real Estate Agent, Real Estate
Kyle Adams Kyle Adams's Bank of America Experience February 2015 - Present
Job Accounting Specialist at Bank of America
Industry Accounting
Experience
Bank of America February 2015 - Present
Greggs Restaurant July 2011 - Present
Bryant University Audio Visual Department October 2011 - May 2014
Skills
Microsoft Excel, Accounting, Teamwork, Access, Microsoft Word, QuickBooks, Financial Analysis, Time Management, PowerPoint, Auditing, Microsoft Office, Financial Modeling, Financial Reporting, Finance, Customer Service, Research, Data Analysis, Account Reconciliation, Bookkeeping, Leadership, Financial Accounting
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Bryant University 2010 — 2014
Bachelor's degree, Accounting
Bank of America February 2015 - Present
Greggs Restaurant July 2011 - Present
Bryant University Audio Visual Department October 2011 - May 2014
Skills
Microsoft Excel, Accounting, Teamwork, Access, Microsoft Word, QuickBooks, Financial Analysis, Time Management, PowerPoint, Auditing, Microsoft Office, Financial Modeling, Financial Reporting, Finance, Customer Service, Research, Data Analysis, Account Reconciliation, Bookkeeping, Leadership, Financial Accounting
Education
Bryant University 2010 — 2014
Bachelor of Science in Business Administration, Accounting
Bryant University 2010 — 2014
Bachelor's degree, Accounting
Robert Glew, CFP®, CTFA Robert Glew, CFP®, CTFA's Bank of America Experience February 2008 - April 2009
Job Vice President, Philantropic Team Leader at U.S. Trust
Industry Banking
Experience
U.S. Trust July 2009 - Present
Bank of America February 2008 - April 2009
Bank of America February 2007 - February 2009
Banc of America Commercial Leasing November 2005 - February 2008
Skills
Investment Management, Trust Management, Relationship Management, Certified Trust..., Project Managment, Private Foundations, Institutional...
Education
The University of Connecticut School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance/Operation & Information Management
Bryant University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
U.S. Trust July 2009 - Present
Bank of America February 2008 - April 2009
Bank of America February 2007 - February 2009
Banc of America Commercial Leasing November 2005 - February 2008
Skills
Investment Management, Trust Management, Relationship Management, Certified Trust..., Project Managment, Private Foundations, Institutional...
Education
The University of Connecticut School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance/Operation & Information Management
Bryant University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Marketing
Jonathan Kneath Jonathan Kneath's Bank of America Experience 2010 - 2012
Job Financial Analyst at CTI Towers
Industry Telecommunications
Experience
CTI Towers, Inc. August 2012 - Present
Bank of America 2010 - 2012
Merrill Lynch November 2008 - March 2009
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, Free Cash Flow, Forecasting, Microsoft Word, Leadership
Education
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
CTI Towers, Inc. August 2012 - Present
Bank of America 2010 - 2012
Merrill Lynch November 2008 - March 2009
Skills
Corporate Finance, Financial Analysis, Microsoft Excel, Free Cash Flow, Forecasting, Microsoft Word, Leadership
Education
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
Bianca Rivera's Bank of America Experience June 2010 - May 2012
Job Administrative Assistant at Hamilton Financial Partners
Industry Telecommunications
Experience
Hamilton Financial Partners May 2014 - Present
Bank of Oklahoma April 2013 - May 2014
Community Action Project (CAP Tulsa) January 2013 - April 2013
West Corporation May 2012 - January 2013
Bank of America June 2010 - May 2012
Reasor's September 2006 - July 2010
Skills
Customer Service, Microsoft Office, Customer Satisfaction, Microsoft Word, PowerPoint, Sales, Cash Management, Telephone Skills, Retail, Teamwork, 10 Key, Team Leadership, Time Management, Management, Training
Education
Bryant University 2015 — 2016
Certificate in Financial Planning, Finance and Financial Management Services
Oklahoma State University 2013 — 2015
Bachelor's Degree, Accounting and Management
Tulsa Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Hamilton Financial Partners May 2014 - Present
Bank of Oklahoma April 2013 - May 2014
Community Action Project (CAP Tulsa) January 2013 - April 2013
West Corporation May 2012 - January 2013
Bank of America June 2010 - May 2012
Reasor's September 2006 - July 2010
Skills
Customer Service, Microsoft Office, Customer Satisfaction, Microsoft Word, PowerPoint, Sales, Cash Management, Telephone Skills, Retail, Teamwork, 10 Key, Team Leadership, Time Management, Management, Training
Education
Bryant University 2015 — 2016
Certificate in Financial Planning, Finance and Financial Management Services
Oklahoma State University 2013 — 2015
Bachelor's Degree, Accounting and Management
Tulsa Community College 2010 — 2013
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
Daniel Izzo, MBA Daniel Izzo, MBA's Bank of America Experience February 2015 - Present
Job Intermediate Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Bank of America October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2010 - June 2013
U.S. Trust, Bank of America Private Wealth Management August 2008 - November 2010
Kahn, Litwin, Renza & Co., LTD January 2009 - May 2009
Batchelor Frechette McCrory Michael & Co. January 2008 - April 2008
Skills
Trust Services, OneSource, Microsoft Excel, Tax, Microsoft Word, Trusts, Tax Returns, Accounting, Tax Preparation, Banking, Risk Management, Time Management, Tax Research, Outlook, Financial Services, Wealth Management, Process Improvement, Customer Service, Financial Analysis, Confidentiality, High Net Worth...
Education
Bryant University 2010 — 2012
Master of Business Administration (MBA)
Roger Williams University 2004 — 2008
BS, Accounting
Bank of America February 2015 - Present
Bank of America October 2013 - Present
U.S. Trust, Bank of America Private Wealth Management November 2010 - June 2013
U.S. Trust, Bank of America Private Wealth Management August 2008 - November 2010
Kahn, Litwin, Renza & Co., LTD January 2009 - May 2009
Batchelor Frechette McCrory Michael & Co. January 2008 - April 2008
Skills
Trust Services, OneSource, Microsoft Excel, Tax, Microsoft Word, Trusts, Tax Returns, Accounting, Tax Preparation, Banking, Risk Management, Time Management, Tax Research, Outlook, Financial Services, Wealth Management, Process Improvement, Customer Service, Financial Analysis, Confidentiality, High Net Worth...
Education
Bryant University 2010 — 2012
Master of Business Administration (MBA)
Roger Williams University 2004 — 2008
BS, Accounting
Felix Fernandes Felix Fernandes's Bank of America Experience August 2002 - August 2005
Job Financial Services
Industry Accounting
Experience
Hasbro May 2015 - Present
Town of Lincoln October 2014 - Present
Amica Mutual Insurance 2013 - Present
North Smithfield High School August 2009 - Present
BNY Mellon August 2005 - August 2011
Bank of America August 2002 - August 2005
Skills
Accounting, Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Risk Management, Investments, Small Business, Financial Reporting, Microsoft Excel, Tax, Access, Customer Service, Microsoft Word, Budgets, Analysis, Process Improvement, Microsoft Office, Portfolio Management, Data Analysis, Teamwork, Business Planning, Strategic Planning, Financial Accounting, Bookkeeping, Accounts Receivable, Mergers & Acquisitions, Policy, Time Management, Management, Accounts Payable, Leadership, Financial Services, Account Reconciliation, Managerial Finance, Finance, General Ledger, Mutual Funds, Internal Controls, Valuation, Payroll, QuickBooks, Forecasting, Business Analysis, Tax Preparation
Education
Bryant University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Hasbro May 2015 - Present
Town of Lincoln October 2014 - Present
Amica Mutual Insurance 2013 - Present
North Smithfield High School August 2009 - Present
BNY Mellon August 2005 - August 2011
Bank of America August 2002 - August 2005
Skills
Accounting, Insurance, Retirement Planning, Financial Analysis, Strategic Financial..., Risk Management, Investments, Small Business, Financial Reporting, Microsoft Excel, Tax, Access, Customer Service, Microsoft Word, Budgets, Analysis, Process Improvement, Microsoft Office, Portfolio Management, Data Analysis, Teamwork, Business Planning, Strategic Planning, Financial Accounting, Bookkeeping, Accounts Receivable, Mergers & Acquisitions, Policy, Time Management, Management, Accounts Payable, Leadership, Financial Services, Account Reconciliation, Managerial Finance, Finance, General Ledger, Mutual Funds, Internal Controls, Valuation, Payroll, QuickBooks, Forecasting, Business Analysis, Tax Preparation
Education
Bryant University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Lori Andrade-Kachanis's Bank of America Experience May 2004 - December 2005
Job Tax Manager at GTECH Corporation
Industry Gambling & Casinos
Experience
GTECH Corporation November 2010 - Present
GTECH Corporation January 2006 - November 2010
Bank of America May 2004 - December 2005
Bank of America Leasing (formerly Fleet Capital Leasing) August 1998 - May 2004
Skills
Corptax Administrator, Microsoft Excel Power..., Accounting, Financial Reporting, Accounts Payable, General Ledger, Tax, Account Reconciliation, Forecasting, Financial Analysis, Auditing, QuickBooks, Income Tax, Internal Controls, Microsoft Word, Sarbanes-Oxley Act, Tax Preparation, Management, Corporate Tax, Corporate Finance, Microsoft Excel, Mergers & Acquisitions, Fixed Assets, Tax Returns, Analysis, Process Improvement, Financial Statements, Banking, Risk Management, US GAAP, GAAP, Sales Tax, Access, Microsoft Office, Variance Analysis, Tax Accounting, Finance, Accounts Receivable
Education
Bryant University 2002 — 2006
MBA, Management
Providence College 1994 — 1998
BS, Accounting
GTECH Corporation November 2010 - Present
GTECH Corporation January 2006 - November 2010
Bank of America May 2004 - December 2005
Bank of America Leasing (formerly Fleet Capital Leasing) August 1998 - May 2004
Skills
Corptax Administrator, Microsoft Excel Power..., Accounting, Financial Reporting, Accounts Payable, General Ledger, Tax, Account Reconciliation, Forecasting, Financial Analysis, Auditing, QuickBooks, Income Tax, Internal Controls, Microsoft Word, Sarbanes-Oxley Act, Tax Preparation, Management, Corporate Tax, Corporate Finance, Microsoft Excel, Mergers & Acquisitions, Fixed Assets, Tax Returns, Analysis, Process Improvement, Financial Statements, Banking, Risk Management, US GAAP, GAAP, Sales Tax, Access, Microsoft Office, Variance Analysis, Tax Accounting, Finance, Accounts Receivable
Education
Bryant University 2002 — 2006
MBA, Management
Providence College 1994 — 1998
BS, Accounting
Michael DiSandro Michael DiSandro's Bank of America Experience November 2004 - February 2006
Job SVP, Commercial Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. July 2014 - Present
RBS Citizens Financial Group March 2010 - July 2014
Citizens Bank February 2006 - March 2010
Bank of America November 2004 - February 2006
Fleet Securities, Inc. November 2000 - November 2004
Skills
Credit Analysis, Portfolio Management, Credit Risk, Loans, Credit, Banking, Commercial Banking, Underwriting, Corporate Finance, Finance
Education
Trinity College-Hartford 1982 — 1986
Bachelor of Science (B.S.), Economics
Kent School, Kent, CT 1980 — 1982
Bryant University
Master of Business Administration (MBA), Business Administration and Management
Santander Bank, N.A. July 2014 - Present
RBS Citizens Financial Group March 2010 - July 2014
Citizens Bank February 2006 - March 2010
Bank of America November 2004 - February 2006
Fleet Securities, Inc. November 2000 - November 2004
Skills
Credit Analysis, Portfolio Management, Credit Risk, Loans, Credit, Banking, Commercial Banking, Underwriting, Corporate Finance, Finance
Education
Trinity College-Hartford 1982 — 1986
Bachelor of Science (B.S.), Economics
Kent School, Kent, CT 1980 — 1982
Bryant University
Master of Business Administration (MBA), Business Administration and Management
Nicholas Todman Nicholas Todman's Bank of America Experience October 2014 - August 2015
Job Assurance Associate
Industry Accounting
Experience
PwC September 2015 - Present
Bank of America October 2014 - August 2015
PwC June 2014 - August 2014
Bryant University September 2013 - May 2014
Bryant University & PwC July 2013 - July 2013
PwC June 2013 - July 2013
PwC June 2012 - July 2012
Bryant University & PwC June 2012 - July 2012
Stew Leonard's May 2010 - May 2012
Bryant University & PwC June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Teamwork, Time Management, Social Networking
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Statistics
PwC September 2015 - Present
Bank of America October 2014 - August 2015
PwC June 2014 - August 2014
Bryant University September 2013 - May 2014
Bryant University & PwC July 2013 - July 2013
PwC June 2013 - July 2013
PwC June 2012 - July 2012
Bryant University & PwC June 2012 - July 2012
Stew Leonard's May 2010 - May 2012
Bryant University & PwC June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Teamwork, Time Management, Social Networking
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Statistics
Lori Bedrosian, RTRP Lori Bedrosian, RTRP's Bank of America Experience December 1986 - June 2001
Job Franchise Owner at Liberty Tax Service
Industry Financial Services
Experience
Liberty Tax Service August 2010 - Present
Independent September 2009 - Present
Sovereign Bank September 2008 - May 2009
JLHM Enterprises January 2003 - August 2008
EBS Econotel Business Systems June 2001 - January 2003
Bank of America December 1986 - June 2001
BankBoston April 1996 - March 1998
BankBoston March 1993 - March 1996
Bank of Boston February 1991 - March 1993
Bank of Boston April 1989 - March 1991
Skills
Tax Preparation, Small Business, Accounting, Tax, Financial Analysis, QuickBooks, Strategic Financial..., Bookkeeping, Financial Planners, Financial Reporting, General Ledger, GAAP, Business Planning, Financial Accounting, Auditing
Education
Bryant University 1982 — 1986
Bachelor of Science, Accounting, Marketing
Liberty Tax Service August 2010 - Present
Independent September 2009 - Present
Sovereign Bank September 2008 - May 2009
JLHM Enterprises January 2003 - August 2008
EBS Econotel Business Systems June 2001 - January 2003
Bank of America December 1986 - June 2001
BankBoston April 1996 - March 1998
BankBoston March 1993 - March 1996
Bank of Boston February 1991 - March 1993
Bank of Boston April 1989 - March 1991
Skills
Tax Preparation, Small Business, Accounting, Tax, Financial Analysis, QuickBooks, Strategic Financial..., Bookkeeping, Financial Planners, Financial Reporting, General Ledger, GAAP, Business Planning, Financial Accounting, Auditing
Education
Bryant University 1982 — 1986
Bachelor of Science, Accounting, Marketing
Jason Zilewicz Jason Zilewicz's Bank of America Experience 2010 - September 2013
Job Vice President Energy Banking at Huntington National Bank
Industry Banking
Experience
Huntington National Bank October 2014 - Present
Bank of Tokyo-Mitsubishi UFJ September 2013 - September 2014
Bank of America 2010 - September 2013
Bank of America June 2009 - August 2010
Bank of America June 2008 - June 2009
Bank of America June 2007 - August 2007
Farmhouse Equity Research January 2007 - June 2007
Education
Bryant University 2004 — 2008
BSBA, Finance
Huntington National Bank October 2014 - Present
Bank of Tokyo-Mitsubishi UFJ September 2013 - September 2014
Bank of America 2010 - September 2013
Bank of America June 2009 - August 2010
Bank of America June 2008 - June 2009
Bank of America June 2007 - August 2007
Farmhouse Equity Research January 2007 - June 2007
Education
Bryant University 2004 — 2008
BSBA, Finance
Elizabeth Terzic Smith, CPA Elizabeth Terzic Smith, CPA's Bank of America Experience June 2006 - September 2008
Job Financial Analyst/ Accountant
Industry Banking
Experience
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
CFA Institute January 2012 - Present
Merrill Lynch November 2009 - October 2011
The Hongkong and Shanghai Banking Corporation Limited June 2009 - November 2009
Bank of America June 2006 - September 2008
Deloitte & Touche LLP September 2004 - May 2006
Bryant University September 2003 - May 2004
Deloitte and Touche LLP June 2003 - August 2003
Skills
Financial Modeling, Internal Controls, Risk Assessment, Corporate Finance, Leadership, Sarbanes-Oxley Act, Financial Analysis, Equities, Derivatives, Valuation, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Bloomberg, Commodity, Credit, Due Diligence, FX Options, Equity Derivatives, Finance, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Forecasting, Hedging, IFRS, Internal Audit, Investment Banking, Investments, Management, Market Risk, Middle Office, Mergers, Risk Management, Strategic Financial..., Trading, Treasury, US GAAP
Education
Bryant University 2001 — 2004
Bachelor of Science in Business Administration, Cum Laude, Accounting and Economics
Miss Porters School
Stratton Mountain School
Beth Petra Rivet Beth Petra Rivet's Bank of America Experience July 2004 - April 2009
Job Vice President at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
Santander Bank, N.A. July 2013 - Present
Sovereign Bank October 2011 - June 2013
Bank of America/Merrill Lynch April 2009 - July 2010
Merrill Lynch April 2009 - July 2010
Bank of America July 2004 - April 2009
Bank of America January 1995 - 2004
BankBoston 1995 - 2000
BayBank 1980 - 1995
BayBank 1980 - 1995
Skills
Cash Management, Financial Analysis, High Net Worth..., Team Building, Series 63, Wealth Management, Strategic Financial..., Credit, Investments, Mortgage Lending, Portfolio Management, Retirement Planning, Banking, Retail Banking, Securities, Financial Services
Education
Bryant University 1999 — 2001
Certificate, Financial Planning
Bryant University 1992 — 1997
BS Finance
Mirang Desai's Bank of America Experience September 2012 - October 2014
Job Finance| Cost Control |Regulatory |PMO |Advisory |Strategic Planning
Industry Banking
Experience
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
Barclays Investment Bank October 2014 - Present
Bank of America September 2012 - October 2014
M23inc March 2009 - September 2012
Credit Suisse February 2008 - February 2009
Barclay's Bank January 2007 - February 2008
Morgan Stanley January 2005 - December 2006
Cendant Corp October 2000 - December 2004
Cendant Corp October 2000 - December 2004
Chase Manhattan Corporation March 1998 - September 2000
PaineWebber Inc February 1997 - March 1998
Skills
PMO, Business Management, Financial Control, Process Optimization, Integration, Basel II, SOX, ERP/CRM, Building Relationships, Cross-functional Team..., Change Management, Sarbanes-Oxley Act, Management, Business Process, Strategy, Financial Modeling, Risk Management
Education
Bryant University 1989 — 1993
BS
Investment Banking Institute
Ed Ruggieri's Bank of America Experience January 1995 - Present
Job Technology Manager at Bank of America
Industry Financial Services
Experience
Bank of America January 1995 - Present
Education
Bryant University 1979 — 1983
BA, IT
Bank of America January 1995 - Present
Education
Bryant University 1979 — 1983
BA, IT
Cheryl Crivellone's Bank of America Experience November 2011 - Present
Job Business Control Manager at Bank of America
Industry Financial Services
Experience
Bank of America November 2011 - Present
Bank of America July 2009 - November 2011
Bank of America February 2008 - January 2009
Bank of America October 2006 - February 2008
Bank of America 2005 - 2007
Fleet Capital Leasing 1989 - 2006
Fleet Credit Corporation 1989 - 2000
Skills
Finance, Cross-functional Team..., Process Improvement, Auditing, Internal Controls, Management, Portfolio Management, Financial Reporting, Leadership, Accounting, Six Sigma, Integration, Credit, Training
Education
University of Rhode Island - College of Business Administration 1994 — 1997
MBA, Small Business Management
Bryant University 1984 — 1988
Bachelor of Science, Accounting
Bank of America November 2011 - Present
Bank of America July 2009 - November 2011
Bank of America February 2008 - January 2009
Bank of America October 2006 - February 2008
Bank of America 2005 - 2007
Fleet Capital Leasing 1989 - 2006
Fleet Credit Corporation 1989 - 2000
Skills
Finance, Cross-functional Team..., Process Improvement, Auditing, Internal Controls, Management, Portfolio Management, Financial Reporting, Leadership, Accounting, Six Sigma, Integration, Credit, Training
Education
University of Rhode Island - College of Business Administration 1994 — 1997
MBA, Small Business Management
Bryant University 1984 — 1988
Bachelor of Science, Accounting
Paul Marcaccio's Bank of America Experience 1982 - 1984
Job Business Development Manager Walmart
Industry Retail
Experience
Hasbro September 2014 - Present
The Hershey Company February 2011 - September 2014
The Hershey Company 2007 - 2011
CVS HEALTH January 2000 - January 2006
CVS Health 1997 - 2000
CVS Health 1996 - 1997
Motorola Solutions 1984 - 1995
Bank of America 1982 - 1984
SimplexGrinnell 1980 - 1982
Skills
AC Nielsen, Shopper Marketing, Consumer Products, Customer Insight, Retail, IRI, Merchandising, Product Development, FMCG, Inventory Management, Trade Marketing, Cross-functional Team..., Nielsen, P&L Management, Planograms, Income Statement, Forecasting, Competitive Analysis, Categorization, Spectra, Retail Category..., JDA, Category Insights, Sales Growth, Visual Merchandising, Sales, Management, Analytics, Consumer Insight, Profit, Key Account Management, Customer Marketing, Key Account Development, Pricing
Education
Bryant University 1980 — 1985
Master of Business Administration (M.B.A.), Management
Bryant University 1976 — 1980
Bachelor's Degree, Accounting and Finance
Hasbro September 2014 - Present
The Hershey Company February 2011 - September 2014
The Hershey Company 2007 - 2011
CVS HEALTH January 2000 - January 2006
CVS Health 1997 - 2000
CVS Health 1996 - 1997
Motorola Solutions 1984 - 1995
Bank of America 1982 - 1984
SimplexGrinnell 1980 - 1982
Skills
AC Nielsen, Shopper Marketing, Consumer Products, Customer Insight, Retail, IRI, Merchandising, Product Development, FMCG, Inventory Management, Trade Marketing, Cross-functional Team..., Nielsen, P&L Management, Planograms, Income Statement, Forecasting, Competitive Analysis, Categorization, Spectra, Retail Category..., JDA, Category Insights, Sales Growth, Visual Merchandising, Sales, Management, Analytics, Consumer Insight, Profit, Key Account Management, Customer Marketing, Key Account Development, Pricing
Education
Bryant University 1980 — 1985
Master of Business Administration (M.B.A.), Management
Bryant University 1976 — 1980
Bachelor's Degree, Accounting and Finance
Marc Carpentier's Bank of America Experience July 1988 - January 2005
Job First Vice President at SunTrust
Industry Financial Services
Experience
SunTrust May 2005 - Present
Bank of America July 1988 - January 2005
Nortek September 1985 - July 1988
Skills
Tax Accounting, Compliance, Tax Research, Tax, Financial Reporting, Income Tax, Account Reconciliation
Education
Bryant University 1985 — 1990
MS, Taxation
Bryant University 1979 — 1983
BS in BA, Accounting
SunTrust May 2005 - Present
Bank of America July 1988 - January 2005
Nortek September 1985 - July 1988
Skills
Tax Accounting, Compliance, Tax Research, Tax, Financial Reporting, Income Tax, Account Reconciliation
Education
Bryant University 1985 — 1990
MS, Taxation
Bryant University 1979 — 1983
BS in BA, Accounting
Dennis Marzakis's Bank of America Experience HR AnalystFleetBoston Financial1999 - 2003
Job Vice President Product Manager at Bank of America
Industry Human Resources
Experience
Bank of America HR AnalystFleetBoston Financial1999 - 2003
Education
Bryant University 1995 — 1999
Bank of America HR AnalystFleetBoston Financial1999 - 2003
Education
Bryant University 1995 — 1999
Jeff Lehigh's Bank of America Experience July 1989 - Present
Job Technology Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America July 1989 - Present
Education
Bryant University 2009 — 2010
MBA, Business Administratoin
Johnson & Wales University 2001 — 2004
Davenport University 1985 — 1987
A.S., Accounting and Business Management
Bank of America July 1989 - Present
Education
Bryant University 2009 — 2010
MBA, Business Administratoin
Johnson & Wales University 2001 — 2004
Davenport University 1985 — 1987
A.S., Accounting and Business Management
Robert F. Wandrey's Bank of America Experience 2001 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Bank of America 2001 - Present
Bank of America August 2003 - March 2007
CVS Pharmacy Corp. February 1988 - November 2001
Education
Bryant University 2007 — 2007
Certification, Project Management/Certification
New England Institute of Technology 2002 — 2004
Bachelors, Computer Information Systems
New England Institute of Technology 1986 — 1987
Associates, Computer Programming
Bank of America 2001 - Present
Bank of America August 2003 - March 2007
CVS Pharmacy Corp. February 1988 - November 2001
Education
Bryant University 2007 — 2007
Certification, Project Management/Certification
New England Institute of Technology 2002 — 2004
Bachelors, Computer Information Systems
New England Institute of Technology 1986 — 1987
Associates, Computer Programming
Melanie Jamoulis's Bank of America Experience 2003 - 2006
Job Credit Manager at International Power America
Industry Oil & Energy
Experience
International Power America December 2004 - Present
Bank of America 2003 - 2006
Education
Bryant University
International Power America December 2004 - Present
Bank of America 2003 - 2006
Education
Bryant University
Karen Penta's Bank of America Experience April 2012 - Present
Job Trust Administrative Officer at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Bank Of America February 2008 - Present
Bank of America October 2006 - February 2008
Education
Bryant University 2005 — 2007
Financial Planning Certification
Providence College 2000 — 2004
Bank of America April 2012 - Present
Bank Of America February 2008 - Present
Bank of America October 2006 - February 2008
Education
Bryant University 2005 — 2007
Financial Planning Certification
Providence College 2000 — 2004
Mark Orsley's Bank of America Experience August 2014 - Present
Job Director Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America August 2014 - Present
Jefferies & Company, Inc. September 2012 - August 2014
CastleRock Macro January 2011 - January 2012
Trigon Investment Advisors January 2009 - January 2011
Fortress Investment Group May 2006 - February 2009
RBS Greenwich Capital June 2001 - March 2006
Donaldson, Lufkin and Jenrette 1998 - 2000
Industial Bank of Japan 1997 - 1998
Skills
Hedge Funds, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Global Macro, Portfolio Management, Investment Strategies, Trading, Relative Value, Bonds, Derivatives, Managed Futures, Managed Accounts, Arbitrage, Volatility, Convertible Arbitrage, Bloomberg, Separately Managed..., Sales Execution, Best Execution, Trade Ideas, Foreign Exchange, Options, FX Options, Proprietary Trading, Rates, Trading Systems, Trading Strategies, Series 7, Series 63
Education
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Finance
Bank of America August 2014 - Present
Jefferies & Company, Inc. September 2012 - August 2014
CastleRock Macro January 2011 - January 2012
Trigon Investment Advisors January 2009 - January 2011
Fortress Investment Group May 2006 - February 2009
RBS Greenwich Capital June 2001 - March 2006
Donaldson, Lufkin and Jenrette 1998 - 2000
Industial Bank of Japan 1997 - 1998
Skills
Hedge Funds, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Global Macro, Portfolio Management, Investment Strategies, Trading, Relative Value, Bonds, Derivatives, Managed Futures, Managed Accounts, Arbitrage, Volatility, Convertible Arbitrage, Bloomberg, Separately Managed..., Sales Execution, Best Execution, Trade Ideas, Foreign Exchange, Options, FX Options, Proprietary Trading, Rates, Trading Systems, Trading Strategies, Series 7, Series 63
Education
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Finance
Rhonda DePetrillo's Bank of America Experience July 1987 - Present
Job SVP, PROJECT EXECFINANCE SOLUTIONS at Bank of America
Industry Financial Services
Experience
Bank of America July 1987 - Present
Fleet Bank 1996 - 2003
Education
Johnson and Wales University 1987 — 1989
MS, Computer Education
Bryant University 1983 — 1987
BS, Management Information Systems
Bank of America July 1987 - Present
Fleet Bank 1996 - 2003
Education
Johnson and Wales University 1987 — 1989
MS, Computer Education
Bryant University 1983 — 1987
BS, Management Information Systems
Michael Verna's Bank of America Experience May 2009 - October 2010
Job Consultant at BD Consulting
Industry Investment Management
Experience
BD Consulting April 2012 - Present
TEKsystems September 2011 - April 2012
Conversion Services International, Inc. October 2010 - September 2011
Bank of America May 2009 - October 2010
Columbia Management August 2005 - February 2009
Bank of America 2005 - February 2009
Deutsche Asset Management 2001 - 2005
Deutsche Bank 1995 - 2005
Scudder 1995 - 1999
Skills
Project Management, Requirements Gathering, Portfolio Management, Management, Strategy, Budgets, Leadership, Business Analysis, Investments, Business Process..., Analysis, Risk Management, Management Consulting, Banking, Process Improvement, Derivatives
Education
Bryant University 1987 — 1991
Bachelors, Finance
BD Consulting April 2012 - Present
TEKsystems September 2011 - April 2012
Conversion Services International, Inc. October 2010 - September 2011
Bank of America May 2009 - October 2010
Columbia Management August 2005 - February 2009
Bank of America 2005 - February 2009
Deutsche Asset Management 2001 - 2005
Deutsche Bank 1995 - 2005
Scudder 1995 - 1999
Skills
Project Management, Requirements Gathering, Portfolio Management, Management, Strategy, Budgets, Leadership, Business Analysis, Investments, Business Process..., Analysis, Risk Management, Management Consulting, Banking, Process Improvement, Derivatives
Education
Bryant University 1987 — 1991
Bachelors, Finance
Maria Leonard's Bank of America Experience January 2003 - July 2004
Job EVP and Head of Audit, RBS Americas at RBS
Industry Financial Services
Experience
Citizens Financial Group, Inc. June 2010 - Present
Royal Bank of Scotland June 2010 - June 2014
Citizens Financial Group October 2004 - June 2010
Bank of America January 2003 - July 2004
FleetBoston Financial 1988 - 2004
Fleet Bank 1988 - 2001
Skills
Risk Management, Auditing, Banking, Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Services, Financial Analysis, Internal Audit
Education
Bryant University 1984 — 1986
Bachelor's Degree, Finance
Endicott College 1982 — 1984
Associate's Degree, Business Managmenet, Magna Cum Laude
Citizens Financial Group, Inc. June 2010 - Present
Royal Bank of Scotland June 2010 - June 2014
Citizens Financial Group October 2004 - June 2010
Bank of America January 2003 - July 2004
FleetBoston Financial 1988 - 2004
Fleet Bank 1988 - 2001
Skills
Risk Management, Auditing, Banking, Financial Risk, Operational Risk..., Enterprise Risk..., Operational Risk, Financial Services, Financial Analysis, Internal Audit
Education
Bryant University 1984 — 1986
Bachelor's Degree, Finance
Endicott College 1982 — 1984
Associate's Degree, Business Managmenet, Magna Cum Laude
Kimberly Bernard, CPA's Bank of America Experience June 2004 - October 2007
Job Budget & Reimbursement Manager at First Atlantic Healthcare
Industry Accounting
Experience
First Atlantic Healthcare June 2012 - Present
IDEXX Laboratories February 2012 - June 2012
Berry, Dunn, McNeil & Parker January 2008 - February 2012
Bank of America June 2004 - October 2007
Education
Bryant University 2003 — 2007
Bachelor's degree, Accounting
First Atlantic Healthcare June 2012 - Present
IDEXX Laboratories February 2012 - June 2012
Berry, Dunn, McNeil & Parker January 2008 - February 2012
Bank of America June 2004 - October 2007
Education
Bryant University 2003 — 2007
Bachelor's degree, Accounting
Chris Craig's Bank of America Experience March 2014 - June 2015
Job Area Manager at Citizens Bank
Industry Financial Services
Experience
Citizens Bank June 2015 - Present
Bank of America March 2014 - June 2015
Citizens Bank April 2008 - March 2014
First Horizon Home Loans March 2007 - April 2008
Countrywide Home Loans March 2002 - April 2008
Skills
Mortgage Lending, Loan Origination, Consumer Lending, Loans, Sales Management, New Business Development, Mortgage Banking, Customer Service, FHA, Relationship Management, Credit Analysis, Banking, Credit, Residential Homes, Real Estate, Small Business Lending, Leadership, Residential Mortgages, VA loans, Refinance, USDA, Underwriting, FHA financing, Sales, Commercial Lending, First Time Home Buyers, Finance, Investment Properties, Sellers
Education
Bryant University 1989 — 1993
Bachelor's degree, Finance
Attleboro High School 1986 — 1989
High School Diploma
Citizens Bank June 2015 - Present
Bank of America March 2014 - June 2015
Citizens Bank April 2008 - March 2014
First Horizon Home Loans March 2007 - April 2008
Countrywide Home Loans March 2002 - April 2008
Skills
Mortgage Lending, Loan Origination, Consumer Lending, Loans, Sales Management, New Business Development, Mortgage Banking, Customer Service, FHA, Relationship Management, Credit Analysis, Banking, Credit, Residential Homes, Real Estate, Small Business Lending, Leadership, Residential Mortgages, VA loans, Refinance, USDA, Underwriting, FHA financing, Sales, Commercial Lending, First Time Home Buyers, Finance, Investment Properties, Sellers
Education
Bryant University 1989 — 1993
Bachelor's degree, Finance
Attleboro High School 1986 — 1989
High School Diploma
Joyce Pemberton's Bank of America Experience 1998 - 2004
Job Experienced Administrative Analyst & Support Professional in Transition
Industry Financial Services
Experience
The Mergis Group April 2009 - May 2009
Fidelity Investments January 2007 - December 2008
Hasbro 2006 - 2006
Citizens Bank 2004 - 2005
Bank of America 1998 - 2004
Skills
Marketing Communications, Administrative..., Outlook
Education
Bryant University 1972 — 1974
The Mergis Group April 2009 - May 2009
Fidelity Investments January 2007 - December 2008
Hasbro 2006 - 2006
Citizens Bank 2004 - 2005
Bank of America 1998 - 2004
Skills
Marketing Communications, Administrative..., Outlook
Education
Bryant University 1972 — 1974
Laura Uhlich's Bank of America Experience February 2014 - August 2015
Job Strategic Communications Professional
Industry Public Relations and Communications
Experience
Bank of America February 2014 - August 2015
Duke Energy Corporation February 2013 - January 2014
Lowe's Home Improvement April 2005 - November 2012
Skills
Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Change Management, Crisis Communications, Corporate Branding, Integrated Marketing, Speech Writing, Employee Engagement, Social Media, Social Networking
Education
Bryant University 1989 — 1993
Bachelor of Science (BS), Business - Communications
Bank of America February 2014 - August 2015
Duke Energy Corporation February 2013 - January 2014
Lowe's Home Improvement April 2005 - November 2012
Skills
Internal Communications, Corporate Communications, Strategic Communications, Marketing Communications, Change Management, Crisis Communications, Corporate Branding, Integrated Marketing, Speech Writing, Employee Engagement, Social Media, Social Networking
Education
Bryant University 1989 — 1993
Bachelor of Science (BS), Business - Communications
Karen Nee's Bank of America Experience December 2011 - Present
Job SVP, Sr. Project Manager, Bank of America
Industry Banking
Experience
Bank of America December 2011 - Present
Merrill Lynch December 1997 - December 2011
Bank of America 2005 - 2006
Bank of America 2003 - 2005
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Bank of America 1997 - 1999
Putnam Investments 1993 - 1997
Putnam Investments 1993 - 1997
Skills
Banking, Business Analysis, Financial Services, Investment Management, Marketing, Portfolio Management, Process Improvement, Project Management, Relationship Management, Risk Management, Vendor Management, Wealth
Education
Bryant University
Bachelor's degree, Marketing
Bank of America December 2011 - Present
Merrill Lynch December 1997 - December 2011
Bank of America 2005 - 2006
Bank of America 2003 - 2005
Bank of America 2001 - 2003
Bank of America 1999 - 2001
Bank of America 1997 - 1999
Putnam Investments 1993 - 1997
Putnam Investments 1993 - 1997
Skills
Banking, Business Analysis, Financial Services, Investment Management, Marketing, Portfolio Management, Process Improvement, Project Management, Relationship Management, Risk Management, Vendor Management, Wealth
Education
Bryant University
Bachelor's degree, Marketing
Kimberly Kosh's Bank of America Experience November 2006 - March 2013
Job Manager of Lease Administration at CTI Towers
Industry Telecommunications
Experience
CTI Towers April 2013 - Present
Bank of America November 2006 - March 2013
Ann Taylor Loft December 2004 - September 2006
AT&T Wireless July 2002 - September 2004
Skills
Process Improvement, Six Sigma, Operations Management, Banking, Team Building, Mortgage Lending, Small Business Lending, Loans, Retail Banking, Leadership, Commercial Lending, Credit, Risk Management, Cross Selling, Consumer Lending
Education
Bryant University 2004 — 2008
MBA, Business Administration
Bryant University 1997 — 2001
BS, Marketing
CTI Towers April 2013 - Present
Bank of America November 2006 - March 2013
Ann Taylor Loft December 2004 - September 2006
AT&T Wireless July 2002 - September 2004
Skills
Process Improvement, Six Sigma, Operations Management, Banking, Team Building, Mortgage Lending, Small Business Lending, Loans, Retail Banking, Leadership, Commercial Lending, Credit, Risk Management, Cross Selling, Consumer Lending
Education
Bryant University 2004 — 2008
MBA, Business Administration
Bryant University 1997 — 2001
BS, Marketing
Jamie Furr's Bank of America Experience ConsultantSignature Consultants2004 - 2005
Job Business Analyst at Bank of America
Industry Financial Services
Experience
Bank of America ConsultantSignature Consultants2004 - 2005
Education
Bryant College
Bank of America ConsultantSignature Consultants2004 - 2005
Education
Bryant College
Norman Gansert's Bank of America Experience January 2013 - Present
Job Senior Finance Manager at Bank of America
Industry Financial Services
Experience
Bank of America January 2013 - Present
Bank of America 2003 - January 2013
Bank of America 1998 - 2003
TJX 1993 - 1998
Education
Bryant University
Master of Business Administration (MBA), Accounting and Finance
Bank of America January 2013 - Present
Bank of America 2003 - January 2013
Bank of America 1998 - 2003
TJX 1993 - 1998
Education
Bryant University
Master of Business Administration (MBA), Accounting and Finance
Matthew Flanagan NMLS #181355's Bank of America Experience May 2010 - June 2012
Job Account Manager Commercial Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. July 2014 - Present
RoundPoint Financial Group June 2012 - July 2014
Bank of America May 2010 - June 2012
GMAC ResCap May 2009 - February 2010
WebVisible January 2009 - May 2009
Home Loan Investment Bank June 2003 - July 2008
Skills
VA, FHA, Loan Origination, Loans, Mortgage Lending, Underwriting, Residential Mortgages, Mortgage Banking, Refinance, Credit, VA loans, Real Estate, Commercial Lending, FHA financing, Credit Analysis, Commercial Mortgages, Sales, Sales Management, Selling, Loss Mitigation, Small Business Lending, USDA, Consumer Lending
Education
Bryant University 1999 — 2003
Bachelors, Finanace
Santander Bank, N.A. April 2015 - Present
Santander Bank, N.A. July 2014 - Present
RoundPoint Financial Group June 2012 - July 2014
Bank of America May 2010 - June 2012
GMAC ResCap May 2009 - February 2010
WebVisible January 2009 - May 2009
Home Loan Investment Bank June 2003 - July 2008
Skills
VA, FHA, Loan Origination, Loans, Mortgage Lending, Underwriting, Residential Mortgages, Mortgage Banking, Refinance, Credit, VA loans, Real Estate, Commercial Lending, FHA financing, Credit Analysis, Commercial Mortgages, Sales, Sales Management, Selling, Loss Mitigation, Small Business Lending, USDA, Consumer Lending
Education
Bryant University 1999 — 2003
Bachelors, Finanace
Frank Lally's Bank of America Experience March 2006 - Present
Job VP Change Manager
Industry Banking
Experience
Bank of America March 2006 - Present
Textron Financial February 1987 - February 2006
Skills
Sarbanes-Oxley Act, Financial Analysis, Risk Management, Process Improvement, Finance
Education
Bryant University
MBA, Finance
Providence College
BS, Accounting
Bank of America March 2006 - Present
Textron Financial February 1987 - February 2006
Skills
Sarbanes-Oxley Act, Financial Analysis, Risk Management, Process Improvement, Finance
Education
Bryant University
MBA, Finance
Providence College
BS, Accounting
Omari Allison's Bank of America Experience March 2003 - August 2004
Job Chief Financial Officer at Hadley Real Estate Group
Industry Real Estate
Experience
Hadley Real Estate Group May 2012 - Present
RBS Global Banking & Markets February 2011 - May 2012
RBS Citizens Bank April 2006 - April 2011
Federal Reserve Bank of Philadelphia September 2004 - March 2006
Bank of America March 2003 - August 2004
Education
Bryant University 1998 — 2002
B.S., Financial Management Marketing Management
Willingboro
Hadley Real Estate Group May 2012 - Present
RBS Global Banking & Markets February 2011 - May 2012
RBS Citizens Bank April 2006 - April 2011
Federal Reserve Bank of Philadelphia September 2004 - March 2006
Bank of America March 2003 - August 2004
Education
Bryant University 1998 — 2002
B.S., Financial Management Marketing Management
Willingboro
Brian Graveline's Bank of America Experience April 2011 - August 2012
Job Senior Accountant at Boston Heart Diagnostics
Industry Accounting
Experience
Boston Heart Diagnostics September 2012 - Present
Bank of America April 2011 - August 2012
First Wind Energy, LLC February 2009 - December 2010
Sensata Technologies 2006 - 2008
Texas Instruments 1977 - 2006
Skills
Financial Reporting, Hyperion Enterprise, Financial Analysis, Accounting
Education
Bryant University 1973 — 1984
MBA, B.S., Management, Accounting
Boston Heart Diagnostics September 2012 - Present
Bank of America April 2011 - August 2012
First Wind Energy, LLC February 2009 - December 2010
Sensata Technologies 2006 - 2008
Texas Instruments 1977 - 2006
Skills
Financial Reporting, Hyperion Enterprise, Financial Analysis, Accounting
Education
Bryant University 1973 — 1984
MBA, B.S., Management, Accounting
Elizabeth A. Maggio's Bank of America Experience June 1984 - Present
Job VP in Human Resources Service Delivery Benefits Administration Plan Design Compliance
Industry Human Resources
Experience
Bank of America June 1984 - Present
Skills
Benefits Administration, Research, Problem Solving, Benefits, Compliance, HRIS, Employee Benefits, Leadership, Coaching, FMLA, Project Management, COBRA, Management, HR Policies, Payroll
Education
Bryant University 2003 — 2004
Certificate, Human Rescources Management
Bank of America June 1984 - Present
Skills
Benefits Administration, Research, Problem Solving, Benefits, Compliance, HRIS, Employee Benefits, Leadership, Coaching, FMLA, Project Management, COBRA, Management, HR Policies, Payroll
Education
Bryant University 2003 — 2004
Certificate, Human Rescources Management
Dave Cartier's Bank of America Experience October 2004 - Present
Job SVP Ops Risk & Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America October 2004 - Present
FleetBoston Financial February 2003 - October 2004
FleetBoston Financial May 2002 - May 2004
FleetBoston Financial December 1998 - May 2002
BankBoston February 1995 - December 1998
BankBoston December 1990 - February 1995
Skills
Operational Risk, Credit Risk, Program Management, Risk Management, Financial Risk, Internal Audit, Finance, Loans, Analysis, Risk Assessment, Management
Education
Johnson & Wales University 1998 — 2000
Master of Science, Information Technology
Bryant University 1978 — 1986
Bachelor of Arts, Accounting
Bank of America October 2004 - Present
FleetBoston Financial February 2003 - October 2004
FleetBoston Financial May 2002 - May 2004
FleetBoston Financial December 1998 - May 2002
BankBoston February 1995 - December 1998
BankBoston December 1990 - February 1995
Skills
Operational Risk, Credit Risk, Program Management, Risk Management, Financial Risk, Internal Audit, Finance, Loans, Analysis, Risk Assessment, Management
Education
Johnson & Wales University 1998 — 2000
Master of Science, Information Technology
Bryant University 1978 — 1986
Bachelor of Arts, Accounting
Janet Byrne's Bank of America Experience August 1994 - Present
Job Sr Vice President at Bank of America
Industry Banking
Experience
Bank of America August 1994 - Present
Fleet Bank August 1994 - April 2004
Skills
Process Improvement, Change Management, Project Management, Accounting, Forecasting, Business Process..., Vendor Management, Business Analysis, Finance, Business Process, Risk Management, Banking, Visio, SDLC, Six Sigma, Program Management, Project Portfolio..., Financial Analysis, Financial Modeling, PMO, Budgets
Education
Bryant University 1983 — 1985
MBA, Computer Information Systems
Bryant University 1979 — 1982
BSBA, Accounting
Bank of America August 1994 - Present
Fleet Bank August 1994 - April 2004
Skills
Process Improvement, Change Management, Project Management, Accounting, Forecasting, Business Process..., Vendor Management, Business Analysis, Finance, Business Process, Risk Management, Banking, Visio, SDLC, Six Sigma, Program Management, Project Portfolio..., Financial Analysis, Financial Modeling, PMO, Budgets
Education
Bryant University 1983 — 1985
MBA, Computer Information Systems
Bryant University 1979 — 1982
BSBA, Accounting
Charlene Faselle's Bank of America Experience 1990 - 2009
Job Credit Risk Management Officer at Simsbury Bank & Trust
Industry Banking
Experience
Simsbury Bank & Trust July 2009 - Present
Bank of America Business capital 1990 - November 2009
Bank of America 1990 - 2009
Skills
Loans, Credit, Mortgage Lending, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Cash Management, Credit Risk, Mortgage Banking, Portfolio Management, Consumer Lending, Underwriting, Management, Residential Mortgages, Asset Based Lending, Risk Management
Education
Bryant University 1981 — 1985
Bachelors, Accounting
Simsbury Bank & Trust July 2009 - Present
Bank of America Business capital 1990 - November 2009
Bank of America 1990 - 2009
Skills
Loans, Credit, Mortgage Lending, Commercial Banking, Banking, Commercial Lending, Credit Analysis, Cash Management, Credit Risk, Mortgage Banking, Portfolio Management, Consumer Lending, Underwriting, Management, Residential Mortgages, Asset Based Lending, Risk Management
Education
Bryant University 1981 — 1985
Bachelors, Accounting
Jason Alvarez's Bank of America Experience July 2015 - Present
Job Corporate Recruiter at Bank of America
Industry Human Resources
Experience
Bank of America July 2015 - Present
American Express April 2012 - July 2015
Allegis Partners, Allegis Global Solutions March 2011 - July 2015
Rowley's Tavern March 2009 - March 2011
Seven Step Recruiting October 2007 - January 2009
Skills
Talent Acquisition, Internet Recruiting, Customer Relations, Recruiting, Talent Management, Executive Search
Education
Bryant University 2003 — 2007
BS, Business Management
Staples High School
Bank of America July 2015 - Present
American Express April 2012 - July 2015
Allegis Partners, Allegis Global Solutions March 2011 - July 2015
Rowley's Tavern March 2009 - March 2011
Seven Step Recruiting October 2007 - January 2009
Skills
Talent Acquisition, Internet Recruiting, Customer Relations, Recruiting, Talent Management, Executive Search
Education
Bryant University 2003 — 2007
BS, Business Management
Staples High School
John Safranek's Bank of America Experience August 2006 - Present
Job Sr Portfolio Analyst at Bank of America
Industry Banking
Experience
Bank of America August 2006 - Present
Novant Health November 2002 - August 2006
Novant Health 2002 - 2006
Education
Stony Brook University 1999 — 2002
MS, Management
Bryant University 1992 — 1995
BS, Accounting
Bank of America August 2006 - Present
Novant Health November 2002 - August 2006
Novant Health 2002 - 2006
Education
Stony Brook University 1999 — 2002
MS, Management
Bryant University 1992 — 1995
BS, Accounting
Jerome Fusco's Bank of America Experience January 2015 - Present
Job Vice President
Industry Investment Banking
Experience
Bank of America January 2015 - Present
Bank of America May 2014 - Present
Citi August 2011 - April 2014
Federal Reserve Bank of New York May 2010 - August 2010
Travelers July 2006 - July 2009
Fidelity Investments January 2005 - May 2006
The Hartford May 2005 - August 2005
Bank of America September 2004 - December 2004
United Technologies May 2004 - August 2004
Skills
Financial Modeling
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Bryant University 2002 — 2006
BSBA, Finance, Computer Information Systems, Political Science
North Branford 1998 — 2002
Bank of America January 2015 - Present
Bank of America May 2014 - Present
Citi August 2011 - April 2014
Federal Reserve Bank of New York May 2010 - August 2010
Travelers July 2006 - July 2009
Fidelity Investments January 2005 - May 2006
The Hartford May 2005 - August 2005
Bank of America September 2004 - December 2004
United Technologies May 2004 - August 2004
Skills
Financial Modeling
Education
Georgetown University - The McDonough School of Business 2009 — 2011
MBA
Bryant University 2002 — 2006
BSBA, Finance, Computer Information Systems, Political Science
North Branford 1998 — 2002
Dana Rachwal's Bank of America Experience September 1995 - March 2009
Job Sales Performance Lead
Industry Banking
Experience
Santander Bank, N.A. October 2010 - Present
Bank of America September 1995 - March 2009
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Customer Service, Loans, Retail Banking, Risk Management, Sales, Small Business Lending, Credit Analysis, Management
Education
Bryant University 1988 — 1992
Bachelors, Business
Santander Bank, N.A. October 2010 - Present
Bank of America September 1995 - March 2009
Skills
Banking, Commercial Banking, Consumer Lending, Credit, Customer Service, Loans, Retail Banking, Risk Management, Sales, Small Business Lending, Credit Analysis, Management
Education
Bryant University 1988 — 1992
Bachelors, Business
Edward (Ed) Wilson's Bank of America Experience Credit Policy ManagerMetLife Bank,NAApril 2005 - April 2007
Job Senior Portfolio Officer at Bank of America
Industry Banking
Experience
Bank of America Credit Policy ManagerMetLife Bank,NAApril 2005 - April 2007
Fleet National Bank September 2002 - July 2004
Fleet National Bank February 1998 - September 2002
Education
Bryant University 1973 — 1975
MBA, Management
Saint Peter's University 1963 — 1967
BS, Marketing
Bank of America Credit Policy ManagerMetLife Bank,NAApril 2005 - April 2007
Fleet National Bank September 2002 - July 2004
Fleet National Bank February 1998 - September 2002
Education
Bryant University 1973 — 1975
MBA, Management
Saint Peter's University 1963 — 1967
BS, Marketing
Kathy Aquilante's Bank of America Experience August 1998 - December 1998
Job Revenue Officer at State of RI
Industry Accounting
Experience
State of RI January 2012 - Present
h and R Block December 1995 - January 2012
Bank of America August 1998 - December 1998
Providence College September 1980 - February 1988
Skills
Accounting, Tax Preparation, Tax Research, Financial Planners, Tax Returns, Tax Accounting, Income Tax, QuickBooks, Tax, General Ledger, Financial Statements, Journal Entries, Bookkeeping, Accounts Payable
Education
Providence College 1982 — 1988
Bryant University 1977 — 1981
Bachelors, Accounting
State of RI January 2012 - Present
h and R Block December 1995 - January 2012
Bank of America August 1998 - December 1998
Providence College September 1980 - February 1988
Skills
Accounting, Tax Preparation, Tax Research, Financial Planners, Tax Returns, Tax Accounting, Income Tax, QuickBooks, Tax, General Ledger, Financial Statements, Journal Entries, Bookkeeping, Accounts Payable
Education
Providence College 1982 — 1988
Bryant University 1977 — 1981
Bachelors, Accounting
Deborah Fraieli's Bank of America Experience March 2010 - January 2012
Job Accounting Group Manager, VP at Citizens Bank
Industry Accounting
Experience
Citizens Bank January 2012 - Present
Bank of America March 2010 - January 2012
Sovereign Bank August 2004 - March 2009
Citizens Bank January 1998 - August 2004
Skills
Management, Banking, Accounting, Team Building, Leadership, Training, Portfolio Management, Loans, Financial Analysis, Process Improvement, Credit, Business Process..., Financial Reporting, Software Documentation
Education
Bryant University 1991 — 1996
MBA, Accounting
Rhode Island College 1982 — 1986
BA, Communications
Citizens Bank January 2012 - Present
Bank of America March 2010 - January 2012
Sovereign Bank August 2004 - March 2009
Citizens Bank January 1998 - August 2004
Skills
Management, Banking, Accounting, Team Building, Leadership, Training, Portfolio Management, Loans, Financial Analysis, Process Improvement, Credit, Business Process..., Financial Reporting, Software Documentation
Education
Bryant University 1991 — 1996
MBA, Accounting
Rhode Island College 1982 — 1986
BA, Communications
Joseph Fazzino's Bank of America Experience 2005 - 2008
Job Senior Manager Pension Investments at United Technologies
Industry Investment Management
Experience
United Technologies March 2008 - Present
Bank of America 2005 - 2008
JP Morgan 2002 - 2005
Skills
Asset Management, Asset Allocation, Asset Managment, Capital Markets, Financial Modeling, Financial Risk, Mutual Funds, Investments, Fixed Income, Private Equity
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance
University of Virginia Darden School of Business
UTC Emerging Leadership Program – June 2010
Bryant University 1998 — 2002
BS, Finance & Economics
United Technologies March 2008 - Present
Bank of America 2005 - 2008
JP Morgan 2002 - 2005
Skills
Asset Management, Asset Allocation, Asset Managment, Capital Markets, Financial Modeling, Financial Risk, Mutual Funds, Investments, Fixed Income, Private Equity
Education
Fordham Gabelli School of Business 2003 — 2007
MBA, Finance
University of Virginia Darden School of Business
UTC Emerging Leadership Program – June 2010
Bryant University 1998 — 2002
BS, Finance & Economics
David Boulanger's Bank of America Experience May 2004 - Present
Job Manager Finance Business Support at Bank of America
Industry Financial Services
Experience
Bank of America May 2004 - Present
Education
Bryant University 1984 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General, Magna Cum Laude
Northeastern University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Magna Cum Laude
Bank of America May 2004 - Present
Education
Bryant University 1984 — 1989
Master of Business Administration (M.B.A.), Business Administration and Management, General, Magna Cum Laude
Northeastern University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services, Magna Cum Laude
David Nossek's Bank of America Experience July 2013 - Present
Job Senior Vice President at Bank of America
Industry Financial Services
Experience
Bank of America July 2013 - Present
Lloyds Bank Corporate Markets October 2011 - July 2013
Siemens Financial Services November 2003 - October 2011
Pitney Bowes Capital Service 1989 - 2003
Education
Fordham University
MBA, Finance
Bryant College
BS, Finance
Bank of America July 2013 - Present
Lloyds Bank Corporate Markets October 2011 - July 2013
Siemens Financial Services November 2003 - October 2011
Pitney Bowes Capital Service 1989 - 2003
Education
Fordham University
MBA, Finance
Bryant College
BS, Finance
Donna Faidell, MBA's Bank of America Experience October 2009 - Present
Job Experienced manager, budget development, financial forecasting, benchmarking, process improvement.
Industry Financial Services
Experience
Bank of America October 2009 - Present
Blue Cross Blue Shield of RI July 2004 - May 2009
Citizens Financial Group 2001 - 2004
CVS/Caremark 1999 - 2001
Citizens Financial Group 1996 - 1999
CVS/Caremark 1994 - 1996
Fleet Financial Group (Bank of America) 1980 - 1994
Skills
SharePoint, MS Project, Discovery, MS Office Suite, Managerial Experience, Budget Management, Essbase, Budgeting, Forecasting, Financial Analysis, Team Building, Operations Management, Change Management, Customer Service, Project Management, Business Process..., Budgets, Six Sigma, Banking, Cross-functional Team..., Requirements Gathering, Microsoft Office, Management, Business Analysis, PMO, Personnel Management, Software Documentation, Visio, SAP, Finance, Training, Risk Management, Process Improvement, Portfolio Management, Auditing, Project Portfolio..., Business Process, Internal Controls, Financial Services, Leadership, Program Management, Executive Management, SDLC, Management Consulting, Financial Risk, Mergers & Acquisitions, Strategy, Vendor Management, Business Intelligence, Business Transformation
Education
Bryant University 1985 — 1989
MBA, Management
Northeastern University 1977 — 1980
BS, Accounting
Bank of America October 2009 - Present
Blue Cross Blue Shield of RI July 2004 - May 2009
Citizens Financial Group 2001 - 2004
CVS/Caremark 1999 - 2001
Citizens Financial Group 1996 - 1999
CVS/Caremark 1994 - 1996
Fleet Financial Group (Bank of America) 1980 - 1994
Skills
SharePoint, MS Project, Discovery, MS Office Suite, Managerial Experience, Budget Management, Essbase, Budgeting, Forecasting, Financial Analysis, Team Building, Operations Management, Change Management, Customer Service, Project Management, Business Process..., Budgets, Six Sigma, Banking, Cross-functional Team..., Requirements Gathering, Microsoft Office, Management, Business Analysis, PMO, Personnel Management, Software Documentation, Visio, SAP, Finance, Training, Risk Management, Process Improvement, Portfolio Management, Auditing, Project Portfolio..., Business Process, Internal Controls, Financial Services, Leadership, Program Management, Executive Management, SDLC, Management Consulting, Financial Risk, Mergers & Acquisitions, Strategy, Vendor Management, Business Intelligence, Business Transformation
Education
Bryant University 1985 — 1989
MBA, Management
Northeastern University 1977 — 1980
BS, Accounting
Cindy Erickson's Bank of America Experience April 2004 - December 2007
Job Chief Administrative Officer HR at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group, Inc. September 2012 - Present
Citizens Financial Group September 2011 - September 2012
RBS Citizens February 2008 - September 2011
Bank of America April 2004 - December 2007
FleetBoston Financial June 1983 - 2004
Skills
Six Sigma, Green Belt, Human Resources, Banking, Recruiting, Process Improvement, Organizational..., Business Process..., Operations Management, Risk Management, Performance Management, Cross-functional Team..., Change Management, Global Matrix, Virtual Leadership, Strategic Communications, Strategy, Personnel Management, Finance, Business Planning, Leadership, Financial Risk, Vendor Management, Organizational..., Employee Engagement, Executive Management, Succession Planning, Outsourcing, Management, Financial Services, Leadership Development, Talent Management, Coaching, Team Building, Relationship Management, Onboarding, Talent Acquisition, Auditing, Business Analysis, Employee Relations, Operational Risk, HRIS, Business Strategy, Business Transformation, Deferred Compensation, Employee Benefits, Financial Analysis, Loans, Mergers, Restructuring
Education
Bryant University 1979 — 1983
BS in BA, Finance, Magna Cum Laude
Citizens Financial Group, Inc. September 2012 - Present
Citizens Financial Group September 2011 - September 2012
RBS Citizens February 2008 - September 2011
Bank of America April 2004 - December 2007
FleetBoston Financial June 1983 - 2004
Skills
Six Sigma, Green Belt, Human Resources, Banking, Recruiting, Process Improvement, Organizational..., Business Process..., Operations Management, Risk Management, Performance Management, Cross-functional Team..., Change Management, Global Matrix, Virtual Leadership, Strategic Communications, Strategy, Personnel Management, Finance, Business Planning, Leadership, Financial Risk, Vendor Management, Organizational..., Employee Engagement, Executive Management, Succession Planning, Outsourcing, Management, Financial Services, Leadership Development, Talent Management, Coaching, Team Building, Relationship Management, Onboarding, Talent Acquisition, Auditing, Business Analysis, Employee Relations, Operational Risk, HRIS, Business Strategy, Business Transformation, Deferred Compensation, Employee Benefits, Financial Analysis, Loans, Mergers, Restructuring
Education
Bryant University 1979 — 1983
BS in BA, Finance, Magna Cum Laude
Kimberly Peckham's Bank of America Experience July 1997 - May 2006
Job Portfolio Manager, VP at Citizens Bank
Industry Banking
Experience
Citizens Bank May 2006 - Present
Bank of America July 1997 - May 2006
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit
Education
Bryant University 1993 — 1997
BS, Finance, General
Citizens Bank May 2006 - Present
Bank of America July 1997 - May 2006
Skills
Commercial Banking, Commercial Lending, Credit Analysis, Loans, Credit
Education
Bryant University 1993 — 1997
BS, Finance, General
Chris Schiavone's Bank of America Experience June 2005 - May 2009
Job Director, Investment Management, Special Situations at 400 Capital
Industry Financial Services
Experience
400 Capital July 2015 - Present
Perella Weinberg Partners August 2010 - May 2015
Saybrook Group LLC July 2009 - September 2010
Bank of America June 2005 - May 2009
J.P. Morgan August 2000 - June 2005
Fitch Ratings August 1997 - August 2000
Skills
Capital Markets, Financial Modeling, Financial Structuring, Valuation, Investment Banking, Hedge Funds, Fixed Income, Portfolio Management, Equities, Structured Finance, Securitization, Derivatives, Asset Management
Education
Bryant University 1989 — 1993
BS, Finance
400 Capital July 2015 - Present
Perella Weinberg Partners August 2010 - May 2015
Saybrook Group LLC July 2009 - September 2010
Bank of America June 2005 - May 2009
J.P. Morgan August 2000 - June 2005
Fitch Ratings August 1997 - August 2000
Skills
Capital Markets, Financial Modeling, Financial Structuring, Valuation, Investment Banking, Hedge Funds, Fixed Income, Portfolio Management, Equities, Structured Finance, Securitization, Derivatives, Asset Management
Education
Bryant University 1989 — 1993
BS, Finance
Kristine Cody's Bank of America Experience September 2004 - July 2011
Job Relationship Manager
Industry Financial Services
Experience
TransFirst April 2012 - Present
Bank of America September 2004 - July 2011
Card Systems 2003 - 2004
Fleet Bank January 2000 - April 2003
United Processing Corporation November 1998 - January 2000
National Data Corporation September 1991 - November 1998
Skills
Electronic Payments, Payment Card Processing, Debit Cards, Merchant Services, Credit Cards, Payment Gateways, Payment Systems, Payments, Portfolio Management, Relationship Management, Sales, Strategic Partnerships, Mobile Payments, Acquiring
Education
Bryant University 1985 — 1989
B.S., Business
Pomperaug High School 1981 — 1985
High School
Richmond College
TransFirst April 2012 - Present
Bank of America September 2004 - July 2011
Card Systems 2003 - 2004
Fleet Bank January 2000 - April 2003
United Processing Corporation November 1998 - January 2000
National Data Corporation September 1991 - November 1998
Skills
Electronic Payments, Payment Card Processing, Debit Cards, Merchant Services, Credit Cards, Payment Gateways, Payment Systems, Payments, Portfolio Management, Relationship Management, Sales, Strategic Partnerships, Mobile Payments, Acquiring
Education
Bryant University 1985 — 1989
B.S., Business
Pomperaug High School 1981 — 1985
High School
Richmond College
Danielle Brouillard's Bank of America Experience 2008 - 2009
Job Project Manager Healthcare/Finance/Technology/Retail
Industry Management Consulting
Experience
State Street September 2014 - Present
TJX 2012 - 2013
Prudential Financial 2011 - 2012
Covidien 2009 - 2011
Bank of America 2008 - 2009
Citizens Bank 2008 - 2008
Nortek 2007 - 2008
Innovative Spinal Technologies (IST) 2006 - 2007
FM Global 2005 - 2006
Blue Cross & Blue Shield of Rhode Island 2001 - 2005
Skills
Process Improvement, PMO, SDLC, Vendor Management, Strategy, Leadership, Program Management, Business Analysis, SharePoint, Performance Management, Resource Management, Applicant Tracking..., Software Project..., Management, Human Resources, Change Management, Risk Mangement, Team Building, Data Analysis, Mergers & Acquisitions, User Acceptance Testing, Business Process Mapping, Global Cross-Functional..., Financial Services, Healthcare, Governance, Marketing Communications, Risk Management, Requirements Gathering, Team Leadership, Business Process..., Project Planning, Business Intelligence, Brand Management, Project Management, Requirements Analysis, Visio, IT Strategy, Budgets, Project Portfolio..., Management Consulting
Education
Bryant University
PMO Bootcamp, Certificate
Community College of Rhode Island
A.S. Degree in Business Administration/Paralegal Studies
New England Institute of Technology
Computer Programming
State Street September 2014 - Present
TJX 2012 - 2013
Prudential Financial 2011 - 2012
Covidien 2009 - 2011
Bank of America 2008 - 2009
Citizens Bank 2008 - 2008
Nortek 2007 - 2008
Innovative Spinal Technologies (IST) 2006 - 2007
FM Global 2005 - 2006
Blue Cross & Blue Shield of Rhode Island 2001 - 2005
Skills
Process Improvement, PMO, SDLC, Vendor Management, Strategy, Leadership, Program Management, Business Analysis, SharePoint, Performance Management, Resource Management, Applicant Tracking..., Software Project..., Management, Human Resources, Change Management, Risk Mangement, Team Building, Data Analysis, Mergers & Acquisitions, User Acceptance Testing, Business Process Mapping, Global Cross-Functional..., Financial Services, Healthcare, Governance, Marketing Communications, Risk Management, Requirements Gathering, Team Leadership, Business Process..., Project Planning, Business Intelligence, Brand Management, Project Management, Requirements Analysis, Visio, IT Strategy, Budgets, Project Portfolio..., Management Consulting
Education
Bryant University
PMO Bootcamp, Certificate
Community College of Rhode Island
A.S. Degree in Business Administration/Paralegal Studies
New England Institute of Technology
Computer Programming
Jorge Beron's Bank of America Experience January 2014 - Present
Job SAG Portfolio Officer; Bank of America
Industry Banking
Experience
Bank of America January 2014 - Present
Bank of America January 2013 - December 2013
Bank of America April 2010 - December 2012
Merrill Lynch June 2009 - April 2010
Skills
Series 7, Series 66, Credit, Underwriting, Financial Modeling, Financial Analysis, Microsoft Office, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Loans, Finance, Financial Risk, Risk Management, Commercial Lending, Small Business Lending, Credit Risk, Loan Origination, Accounting, Microsoft Excel, Corporate Finance, Mortgage Lending, Relationship Management, Lines Of Credit, Mortgage Banking, Asset Based Lending, Capital Markets, Investments
Education
Bryant University 2007 — 2009
B.S., Finance
Bank of America January 2014 - Present
Bank of America January 2013 - December 2013
Bank of America April 2010 - December 2012
Merrill Lynch June 2009 - April 2010
Skills
Series 7, Series 66, Credit, Underwriting, Financial Modeling, Financial Analysis, Microsoft Office, Portfolio Management, Banking, Credit Analysis, Commercial Banking, Loans, Finance, Financial Risk, Risk Management, Commercial Lending, Small Business Lending, Credit Risk, Loan Origination, Accounting, Microsoft Excel, Corporate Finance, Mortgage Lending, Relationship Management, Lines Of Credit, Mortgage Banking, Asset Based Lending, Capital Markets, Investments
Education
Bryant University 2007 — 2009
B.S., Finance
Kathleen McKenna's Bank of America Experience December 1996 - September 2006
Job Sr. Computer Analyst at AIPSO
Industry Insurance
Experience
AIPSO April 2008 - Present
Bank of America December 1996 - September 2006
Education
Bryant University 1987 — 1990
Master of Business Administration (MBA), Computer Science
University of Rhode Island - College of Business Administration 1978 — 1982
Bachelor of Science (B.S.), Finance, General
AIPSO April 2008 - Present
Bank of America December 1996 - September 2006
Education
Bryant University 1987 — 1990
Master of Business Administration (MBA), Computer Science
University of Rhode Island - College of Business Administration 1978 — 1982
Bachelor of Science (B.S.), Finance, General
Danielle Azar's Bank of America Experience January 2004 - March 2006
Job Senior Manager with extensive accounting, operations and client service experience.
Industry Financial Services
Experience
Robert Half Management Resources January 2014 - April 2014
State Street Bank December 2009 - 2013
State Street Bank April 2006 - December 2008
Bank of America January 2004 - March 2006
Fleet Bank 2000 - 2004
Fleet Bank 1986 - 2000
Skills
Private Equity, Manage Client..., Operations Management, Accounting, Financial Services, Client Service Oriented, Project Management, Financial Analysis, Business Analysis, Analytics, Marketing, Client Presentation, Financial Accounting, Alternative Investments, Management, Fund Accounting, Account Reconciliation, Sales, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks
Education
Bryant University 1999 — 2003
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
BS, accounting
Robert Half Management Resources January 2014 - April 2014
State Street Bank December 2009 - 2013
State Street Bank April 2006 - December 2008
Bank of America January 2004 - March 2006
Fleet Bank 2000 - 2004
Fleet Bank 1986 - 2000
Skills
Private Equity, Manage Client..., Operations Management, Accounting, Financial Services, Client Service Oriented, Project Management, Financial Analysis, Business Analysis, Analytics, Marketing, Client Presentation, Financial Accounting, Alternative Investments, Management, Fund Accounting, Account Reconciliation, Sales, Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks
Education
Bryant University 1999 — 2003
MBA, Finance
University of Massachusetts Dartmouth 1982 — 1986
BS, accounting
Denise Guzman's Bank of America Experience 2002 - 2004
Job Human Resource Administrator
Industry Human Resources
Experience
Hilco Vision March 2015 - Present
Citizens Bank May 2011 - March 2015
Kenney Manufacturing December 2007 - February 2011
Kenney Manufacturing June 2004 - December 2007
Bank of America 2002 - 2004
Skills
Benefits Administration, Employee Relations, FMLA, HRIS, Human Resources, New Hire Orientations, Recruiting, Team Building, Workers Compensation, Training, Talent Acquisition, Performance Management, Onboarding, Interviews, Employee Benefits, Applicant Tracking...
Education
Johnson & Wales University 2007 — 2012
BA, Business Management~HR
Bryant University 2006 — 2007
Human Resource Management Certification
Hilco Vision March 2015 - Present
Citizens Bank May 2011 - March 2015
Kenney Manufacturing December 2007 - February 2011
Kenney Manufacturing June 2004 - December 2007
Bank of America 2002 - 2004
Skills
Benefits Administration, Employee Relations, FMLA, HRIS, Human Resources, New Hire Orientations, Recruiting, Team Building, Workers Compensation, Training, Talent Acquisition, Performance Management, Onboarding, Interviews, Employee Benefits, Applicant Tracking...
Education
Johnson & Wales University 2007 — 2012
BA, Business Management~HR
Bryant University 2006 — 2007
Human Resource Management Certification
Renae Lindstrom's Bank of America Experience June 2010 - Present
Job Vice President Sr. Consumer Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America June 2010 - Present
ILX Resorts Incorporated March 2005 - June 2010
Republic Western Insurance Company June 1994 - March 2005
Skills
Access, Sarbanes-Oxley Act, COSO, Sarbanes-Oxley, Internal Controls, Internal Audit, Microsoft Excel, GAAP, SEC filings, SAS70, Auditing, Big 4, Finance, Governance, Insurance, Quality Assurance
Education
Bryant University 1990 — 1994
BS in Business Administrations, Applied Actuarial Mathematics
Bank of America June 2010 - Present
ILX Resorts Incorporated March 2005 - June 2010
Republic Western Insurance Company June 1994 - March 2005
Skills
Access, Sarbanes-Oxley Act, COSO, Sarbanes-Oxley, Internal Controls, Internal Audit, Microsoft Excel, GAAP, SEC filings, SAS70, Auditing, Big 4, Finance, Governance, Insurance, Quality Assurance
Education
Bryant University 1990 — 1994
BS in Business Administrations, Applied Actuarial Mathematics
jeanne cinquegrana's Bank of America Experience October 1975 - Present
Job Treasury Sales Officer at Bank of America
Industry Banking
Experience
Bank of America October 1975 - Present
Education
Bryant University
BS, Marketing
Bank of America October 1975 - Present
Education
Bryant University
BS, Marketing
Dawn Stodolski's Bank of America Experience February 2003 - September 2011
Job Licensed Realtor at Keller Williams Ballantyne Area
Industry Banking
Experience
Keller Williams Ballantyne Area July 2015 - Present
Madison's Coffee House, LLC February 2011 - June 2015
Bank of America February 2003 - September 2011
Skills
Credit, Banking
Education
University of Connecticut 1993 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 1987 — 1991
Bachelor's degree, Marketing
Keller Williams Ballantyne Area July 2015 - Present
Madison's Coffee House, LLC February 2011 - June 2015
Bank of America February 2003 - September 2011
Skills
Credit, Banking
Education
University of Connecticut 1993 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 1987 — 1991
Bachelor's degree, Marketing
John Delmonico's Bank of America Experience February 2012 - May 2014
Job Head of Operational Risk Management Governance at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Financial Group, Inc. October 2014 - Present
Bank of America February 2012 - May 2014
Bank of America January 2009 - November 2011
Bank of America January 2007 - January 2009
Bank of America January 2005 - January 2007
FleetBoston Financial May 1996 - January 2005
Skills
CPA, Six Sigma, Risk Management, Banking, Portfolio Management, Credit Risk, Forecasting, Leadership, Accounting, Governance, Project Planning, Enterprise Risk..., Testing, Operational Risk, Business Analysis, Executive Management, Financial Risk, Financial Services, Process Improvement, Retail Banking, Finance
Education
Bryant University 1987 — 1993
MBA, Management
Bryant University 1975 — 1979
BS, Accounting
Citizens Financial Group, Inc. October 2014 - Present
Bank of America February 2012 - May 2014
Bank of America January 2009 - November 2011
Bank of America January 2007 - January 2009
Bank of America January 2005 - January 2007
FleetBoston Financial May 1996 - January 2005
Skills
CPA, Six Sigma, Risk Management, Banking, Portfolio Management, Credit Risk, Forecasting, Leadership, Accounting, Governance, Project Planning, Enterprise Risk..., Testing, Operational Risk, Business Analysis, Executive Management, Financial Risk, Financial Services, Process Improvement, Retail Banking, Finance
Education
Bryant University 1987 — 1993
MBA, Management
Bryant University 1975 — 1979
BS, Accounting
Michelle Blamble's Bank of America Experience May 1998 - Present
Job Accounting Professional at Bank of America
Industry Banking
Experience
Bank of America May 1998 - Present
Skills
Cash Management, Financial Reporting, Financial Analysis, Auditing, Account Reconciliation, Accounting, General Ledger, Internal Controls, Banking, Internal Audit, Financial Planning, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Accounts Payable, Cash Flow, Finance, Corporate Finance, Financial Modeling
Education
Bryant University 1990 — 1994
Bachelor of Science (BS), Accounting
Arlington High School
Bank of America May 1998 - Present
Skills
Cash Management, Financial Reporting, Financial Analysis, Auditing, Account Reconciliation, Accounting, General Ledger, Internal Controls, Banking, Internal Audit, Financial Planning, Sarbanes-Oxley Act, Financial Accounting, Financial Statements, Accounts Payable, Cash Flow, Finance, Corporate Finance, Financial Modeling
Education
Bryant University 1990 — 1994
Bachelor of Science (BS), Accounting
Arlington High School
Douglas LeBlanc's Bank of America Experience July 2010 - October 2014
Job Experienced Financial Analyst
Industry Banking
Experience
RGP January 2015 - Present
Bank of America July 2010 - October 2014
Bank of America January 2007 - July 2010
H & R Block August 2004 - November 2005
H & R Block June 2003 - August 2004
H&R Block May 1997 - February 2003
H & R Block May 1996 - June 1997
Skills
Analysis, Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Word, Training, Access, Accounting, Management, Six Sigma, Coaching, Microsoft Office, Salesforce.com, Budgets, Leadership, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2011
MBA, Finance
Bryant University 1992 — 1996
B.S.B.A, Management, Minor in Economics
RGP January 2015 - Present
Bank of America July 2010 - October 2014
Bank of America January 2007 - July 2010
H & R Block August 2004 - November 2005
H & R Block June 2003 - August 2004
H&R Block May 1997 - February 2003
H & R Block May 1996 - June 1997
Skills
Analysis, Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Word, Training, Access, Accounting, Management, Six Sigma, Coaching, Microsoft Office, Salesforce.com, Budgets, Leadership, Business Analysis
Education
University of North Carolina at Charlotte - Belk College of Business 2006 — 2011
MBA, Finance
Bryant University 1992 — 1996
B.S.B.A, Management, Minor in Economics
Denise St Jean's Bank of America Experience October 1995 - June 2005
Job Medical Claims Examiner at Markel FirstComp
Industry Insurance
Experience
Markel FirstComp June 2006 - Present
FirstComp Insurance June 2005 - Present
Bank of America October 1995 - June 2005
Fleet Bank March 1986 - October 1995
Skills
Insurance, Customer Service, Process Improvement, Team Building, Time Management, Analysis, Management, Claim, Software Documentation, Liability, Risk Management, Auditing, Finance, Claim Investigation, Access, Subrogation, Workers Compensation, Claims Management, Commercial Insurance
Education
Bryant College 1982 — 1983
Associates, Business
Bryant University
Business Administration and Management, General
Markel FirstComp June 2006 - Present
FirstComp Insurance June 2005 - Present
Bank of America October 1995 - June 2005
Fleet Bank March 1986 - October 1995
Skills
Insurance, Customer Service, Process Improvement, Team Building, Time Management, Analysis, Management, Claim, Software Documentation, Liability, Risk Management, Auditing, Finance, Claim Investigation, Access, Subrogation, Workers Compensation, Claims Management, Commercial Insurance
Education
Bryant College 1982 — 1983
Associates, Business
Bryant University
Business Administration and Management, General
Kirk Vance's Bank of America Experience September 2005 - January 2006
Job Business Analyst at SierraCedar
Industry Information Technology and Services
Experience
Sierra-Cedar October 2014 - Present
The Hockey Writers July 2013 - Present
Band Management December 2003 - Present
MetLife May 2014 - October 2014
Granite Telecommunications July 2013 - May 2014
Granite Telecommunications November 2012 - July 2013
The Office Specialists, LLC June 2010 - November 2012
UMass Memorial Laboratories October 2007 - March 2009
Stop and Shop December 2003 - September 2007
Bank of America September 2005 - January 2006
Skills
Microsoft Office, Data Analysis, Facebook, Customer Service, Management, Social Media, PowerPoint, Marketing, Research, Advertising, Sales, Training, Event Planning, Contract Negotiation, CRM, Social Networking, Online Articles, Digital Journalism, Article Writing, PowerPivot, Microsoft Excel, PeopleSoft, Microsoft Word, SQL, Oracle, Business Analysis, Access, Negotiation
Education
Suffolk University
Bachelor of Science, Economics, 3.625
Bryant University
Sierra-Cedar October 2014 - Present
The Hockey Writers July 2013 - Present
Band Management December 2003 - Present
MetLife May 2014 - October 2014
Granite Telecommunications July 2013 - May 2014
Granite Telecommunications November 2012 - July 2013
The Office Specialists, LLC June 2010 - November 2012
UMass Memorial Laboratories October 2007 - March 2009
Stop and Shop December 2003 - September 2007
Bank of America September 2005 - January 2006
Skills
Microsoft Office, Data Analysis, Facebook, Customer Service, Management, Social Media, PowerPoint, Marketing, Research, Advertising, Sales, Training, Event Planning, Contract Negotiation, CRM, Social Networking, Online Articles, Digital Journalism, Article Writing, PowerPivot, Microsoft Excel, PeopleSoft, Microsoft Word, SQL, Oracle, Business Analysis, Access, Negotiation
Education
Suffolk University
Bachelor of Science, Economics, 3.625
Bryant University
Joan Jarzombek's Bank of America Experience
Job Senior Vice President at Bank of America Leasing
Industry Banking
Experience
Bank of America
Education
Bryant University
Master of Business Administration (MBA)
Providence College
Bachelor of Science (BS), Accounting
Bank of America
Education
Bryant University
Master of Business Administration (MBA)
Providence College
Bachelor of Science (BS), Accounting
Lynne Regine's Bank of America Experience August 1989 - Present
Job Tax Manager at Bank of America
Industry Banking
Experience
Bank of America August 1989 - Present
Education
Bryant University 1991 — 1997
MST, Tax
Bryant University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
St Matthew's School
Bank of America August 1989 - Present
Education
Bryant University 1991 — 1997
MST, Tax
Bryant University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
St Matthew's School
Gail Chung Hicks's Bank of America Experience October 2005 - Present
Job Personal Banker for Preferred Clients at Bank of America
Industry Banking
Experience
Bank of America October 2005 - Present
American Arbitration Associaton August 2004 - July 2005
Lisbon School District July 1998 - July 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
Bryant University
Grossmont College
Bank of America October 2005 - Present
American Arbitration Associaton August 2004 - July 2005
Lisbon School District July 1998 - July 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook
Education
Bryant University
Grossmont College
Glenn Grilli's Bank of America Experience October 2004 - November 2010
Job Financial advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2010 - Present
Bank of America October 2004 - November 2010
Quick & Reilly November 1999 - November 2004
Education
Bryant University 1987 — 1998
Bs MBA, Finance
Merrill Lynch November 2010 - Present
Bank of America October 2004 - November 2010
Quick & Reilly November 1999 - November 2004
Education
Bryant University 1987 — 1998
Bs MBA, Finance
Joshua Kong's Bank of America Experience October 2014 - April 2015
Job Corporate Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America October 2014 - April 2015
Ennoble Estates, LLC May 2014 - October 2014
Byrne Financial Freedom, LLC January 2014 - April 2014
Target June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Python Computer..., Microsoft Office, Financial Analysis, Finance, Concur, SAP Netweaver, Accounts Payable, SAP ERP, Data Access, Microsoft SQL Server, Visual Basic, Access
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Bank of America October 2014 - April 2015
Ennoble Estates, LLC May 2014 - October 2014
Byrne Financial Freedom, LLC January 2014 - April 2014
Target June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Python Computer..., Microsoft Office, Financial Analysis, Finance, Concur, SAP Netweaver, Accounts Payable, SAP ERP, Data Access, Microsoft SQL Server, Visual Basic, Access
Education
Bryant University 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Cynthia De Medeiros's Bank of America Experience 2009 - 2012
Job Tax Supervisor at Putnam Investments
Industry Financial Services
Experience
Putnam Investments March 2000 - Present
Bank of America 2009 - 2012
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Tax, Mutual Funds, Internal Controls, Account Reconciliation, GAAP, Fiduciary Tax, Estates and Trusts, Generation Skipping Tax, Regulated Investment..., Tax Accounting
Education
Bryant University 1994 — 1998
Bachelor's degree, Financial Accounting
Putnam Investments March 2000 - Present
Bank of America 2009 - 2012
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Tax, Mutual Funds, Internal Controls, Account Reconciliation, GAAP, Fiduciary Tax, Estates and Trusts, Generation Skipping Tax, Regulated Investment..., Tax Accounting
Education
Bryant University 1994 — 1998
Bachelor's degree, Financial Accounting
Michelle Chattman's Bank of America Experience May 2011 - Present
Job VP; SPECIALIST SYS/DATA SECURITY at Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
Bank of America July 2006 - April 2009
Lincoln Technical Institute April 2005 - April 2006
Skills
Risk Management, Portfolio Management, Data Analytics, Metrics Reporting, Microsoft Excel, Microsoft Office 2007, SharePoint, SharePoint Designer, Process Improvement, Documentation Practices, Organizational Charts, PowerPoint development, Scorecard Management, Internal Audit, Management, Business Analysis
Education
DeVry University 2015 — 2020
Business Administration and Management, General
Bryant University 2000 — 2001
N/A, Business Administration and Management, General
Bank of America May 2011 - Present
Bank of America July 2006 - April 2009
Lincoln Technical Institute April 2005 - April 2006
Skills
Risk Management, Portfolio Management, Data Analytics, Metrics Reporting, Microsoft Excel, Microsoft Office 2007, SharePoint, SharePoint Designer, Process Improvement, Documentation Practices, Organizational Charts, PowerPoint development, Scorecard Management, Internal Audit, Management, Business Analysis
Education
DeVry University 2015 — 2020
Business Administration and Management, General
Bryant University 2000 — 2001
N/A, Business Administration and Management, General
Derek Rezendes's Bank of America Experience October 2012 - November 2012
Job Financial Markets
Industry Financial Services
Experience
Sonic Automotive October 2013 - July 2014
Bank of America October 2012 - November 2012
Citizens Financial Group April 2010 - December 2010
PNC Global Investment Servicing August 2007 - February 2009
Skills
Associate Project..., Investments, Fixed Income, Banking, Securities, Financial Services, Mutual Funds, Hedge Funds, Customer Service, Leadership, Portfolio Management, Microsoft Office, Accounting, Sales, Analysis, Account Management
Education
University of Rhode Island 1997 — 2001
Bachelors of Science in Business Administration, Finance
Bryant University 2012 — 2012
Certification, Project Management
Sonic Automotive October 2013 - July 2014
Bank of America October 2012 - November 2012
Citizens Financial Group April 2010 - December 2010
PNC Global Investment Servicing August 2007 - February 2009
Skills
Associate Project..., Investments, Fixed Income, Banking, Securities, Financial Services, Mutual Funds, Hedge Funds, Customer Service, Leadership, Portfolio Management, Microsoft Office, Accounting, Sales, Analysis, Account Management
Education
University of Rhode Island 1997 — 2001
Bachelors of Science in Business Administration, Finance
Bryant University 2012 — 2012
Certification, Project Management
Jill Cullison's Bank of America Experience May 1998 - August 2000
Job Finance Manager at New England Hemotology/Oncology Assoc.
Industry Medical Practice
Experience
New England Hemotology/Oncology Assoc. September 2013 - Present
The Lionheart Foundation March 2006 - Present
Bank of America May 1998 - August 2000
Skills
Financial Reporting, Account Reconciliation, Accounting, Payroll, QuickBooks, Accounts Payable, Financial Statements, Accounts Receivable, General Ledger, Journal Entries, Bookkeeping, Payroll Taxes, Fixed Assets, Sales Tax
Education
Bryant University
Bachelor of Science (B.S.), Accounting
New England Hemotology/Oncology Assoc. September 2013 - Present
The Lionheart Foundation March 2006 - Present
Bank of America May 1998 - August 2000
Skills
Financial Reporting, Account Reconciliation, Accounting, Payroll, QuickBooks, Accounts Payable, Financial Statements, Accounts Receivable, General Ledger, Journal Entries, Bookkeeping, Payroll Taxes, Fixed Assets, Sales Tax
Education
Bryant University
Bachelor of Science (B.S.), Accounting
Nannette H's Bank of America Experience VP, Trust OfficerBank of AmericaMarch 1997 - Present
Job CTFA, VP, Trust Officer at Bank of America
Industry Banking
Experience
Bank of America VP, Trust OfficerBank of AmericaMarch 1997 - Present
Education
Bryant University
Bank of America VP, Trust OfficerBank of AmericaMarch 1997 - Present
Education
Bryant University
Laurie Grenier's Bank of America Experience March 2010 - Present
Job Vice President Business Support Manager at Bank of America
Industry Banking
Experience
Bank of America March 2010 - Present
FleetBoston Financial 1994 - 2004
GE Capital Mortgage 1992 - 1994
The Dun & Bradstreet Corporation 1991 - 1992
Education
Bryant University 1995 — 1999
Master of Business Administration (MBA), Finance, General
Colgate University 1986 — 1990
Bachelor of Arts (BA), Economics
Bank of America March 2010 - Present
FleetBoston Financial 1994 - 2004
GE Capital Mortgage 1992 - 1994
The Dun & Bradstreet Corporation 1991 - 1992
Education
Bryant University 1995 — 1999
Master of Business Administration (MBA), Finance, General
Colgate University 1986 — 1990
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS