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.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Jacqueline Orrino Jacqueline Orrino's Bank of America Experience May 2011 - August 2011
Job Digital Advertising Specialist at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Bank of America May 2011 - August 2011
Villanova University School of Law January 2011 - May 2011
Skills
Financial Services, Microsoft Office, Microsoft Word, Analytics, Marketing, Marketing Strategy, Data Analysis, Financial Analysis, Social Media, Business Analysis
Education
Villanova University 2009 — 2012
Bachelor of Science in Business Administration, Marketing/International Business/Spanish
Bucknell University 2008 — 2009
Chemical Engineering
Council Rock High School North 2004 — 2008
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Bank of America May 2011 - August 2011
Villanova University School of Law January 2011 - May 2011
Skills
Financial Services, Microsoft Office, Microsoft Word, Analytics, Marketing, Marketing Strategy, Data Analysis, Financial Analysis, Social Media, Business Analysis
Education
Villanova University 2009 — 2012
Bachelor of Science in Business Administration, Marketing/International Business/Spanish
Bucknell University 2008 — 2009
Chemical Engineering
Council Rock High School North 2004 — 2008
Anita Arora Anita Arora's Bank of America Experience September 2007 - August 2009
Job Associate Technical Designer at CC Filson
Industry Apparel & Fashion
Experience
CC Filson March 2015 - Present
CC Filson September 2014 - February 2015
The School of Apparel Design & Development at Seattle Central Community College September 2012 - June 2014
Ozen Company May 2013 - February 2014
‘Til Death by Leah Watkins January 2013 - May 2013
KeyBank August 2009 - August 2012
Bank of America September 2007 - August 2009
Bank of America March 2006 - September 2006
Bank of America May 2004 - March 2006
Related (Related Capital Company) January 2001 - October 2001
Skills
Brand Development, Customer Service, CAD, Adobe Illustrator CS6, Marker Making, Specification Packages, Microsoft Office, Windows, InDesign, PowerPoint, Photoshop, Digital Textile Design, Industrial Sewing, Sewing, Industrial Serging, Color Theory, Fashion Design, HTML, Pattern Design, Pattern Development, Event Planning, Fashion, PDS, Finance, Management, Compliance, Social Networking, Social Media, Business Banking, Pattern Grading, Sourcing, Research, Public Speaking, Illustrator
Education
Seattle Central Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Apparel Design
Buckinghamshire Chilterns University College 1997 — 2000
Bachelor of Arts (B.A.) Honors, Music Industry Management
Stanmore College 1995 — 1997
BTEC Diploma, Media Studies
CC Filson March 2015 - Present
CC Filson September 2014 - February 2015
The School of Apparel Design & Development at Seattle Central Community College September 2012 - June 2014
Ozen Company May 2013 - February 2014
‘Til Death by Leah Watkins January 2013 - May 2013
KeyBank August 2009 - August 2012
Bank of America September 2007 - August 2009
Bank of America March 2006 - September 2006
Bank of America May 2004 - March 2006
Related (Related Capital Company) January 2001 - October 2001
Skills
Brand Development, Customer Service, CAD, Adobe Illustrator CS6, Marker Making, Specification Packages, Microsoft Office, Windows, InDesign, PowerPoint, Photoshop, Digital Textile Design, Industrial Sewing, Sewing, Industrial Serging, Color Theory, Fashion Design, HTML, Pattern Design, Pattern Development, Event Planning, Fashion, PDS, Finance, Management, Compliance, Social Networking, Social Media, Business Banking, Pattern Grading, Sourcing, Research, Public Speaking, Illustrator
Education
Seattle Central Community College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Apparel Design
Buckinghamshire Chilterns University College 1997 — 2000
Bachelor of Arts (B.A.) Honors, Music Industry Management
Stanmore College 1995 — 1997
BTEC Diploma, Media Studies
Jorge Montañez Jr. Jorge Montañez Jr.'s Bank of America Experience August 2003 - September 2004
Job Relationship Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman January 2008 - May 2014
Citi May 2006 - January 2008
Lockwood Advisors, Inc. May 2005 - May 2006
PFPC September 2004 - April 2005
Bank of America August 2003 - September 2004
Skills
Fluent in Spanish, Banking, Equities, Relationship Management, Fixed Income, Securities, Analysis, Leadership, Training, Mutual Funds, Financial Services, Corporate Actions, Coaching, Back Office, Bonds, Account Reconciliation, Management, Portfolio Management, Finance, Global Custody, Client Services, Middle Office, Business Strategy, Settlement, AML, Risk Management
Education
Bucknell University 1999 — 2003
Bachelor's of Science in Business Administration, BSBA, Business Administration and Management, General
Reading High School 1995 — 1999
High School, Advanced Placement
Brown Brothers Harriman May 2014 - Present
Brown Brothers Harriman January 2008 - May 2014
Citi May 2006 - January 2008
Lockwood Advisors, Inc. May 2005 - May 2006
PFPC September 2004 - April 2005
Bank of America August 2003 - September 2004
Skills
Fluent in Spanish, Banking, Equities, Relationship Management, Fixed Income, Securities, Analysis, Leadership, Training, Mutual Funds, Financial Services, Corporate Actions, Coaching, Back Office, Bonds, Account Reconciliation, Management, Portfolio Management, Finance, Global Custody, Client Services, Middle Office, Business Strategy, Settlement, AML, Risk Management
Education
Bucknell University 1999 — 2003
Bachelor's of Science in Business Administration, BSBA, Business Administration and Management, General
Reading High School 1995 — 1999
High School, Advanced Placement
Jason Simons's Bank of America Experience October 2005 - November 2012
Job Dual Branch Manager III AVP at National Penn
Industry Banking
Experience
National Penn October 2014 - Present
3rd Fed Bank April 2014 - October 2014
Bank of America October 2005 - November 2012
Bank of America October 2002 - October 2005
Skills
Credit, Banking, Loans, Management, Sales, Microsoft Office, Singing, Rock & Roll, Vocal Jazz, Analytics, Team Management, Typing, Business Development, Strategic Relationships, Exploratory Data..., Financial Analysis, Financial Performance, Analytic Reporting, Financial Economics, Numerical Ability, Adaptability, Work Ethic, Positive Can-do Attitude, Knowledge-hungry Learner, Interact with All..., Handle Multiple..., Communication, Great Motivator, Getting the Best Out Of..., Focused Execution, Dedicated to work, Well Mannered, Smart Working, Fun Loving, Artistic Eye, Pro-active Leader, Business Minded, Bowling, Baseball, SBA, Deposits, Branch Management, Customer Service, Mortgage Lending, Leadership, Small Business Lending
Education
Bucks County Community College
Business Administration and Management, General
Plymouth Whitemarsh Highschool
12
National Penn October 2014 - Present
3rd Fed Bank April 2014 - October 2014
Bank of America October 2005 - November 2012
Bank of America October 2002 - October 2005
Skills
Credit, Banking, Loans, Management, Sales, Microsoft Office, Singing, Rock & Roll, Vocal Jazz, Analytics, Team Management, Typing, Business Development, Strategic Relationships, Exploratory Data..., Financial Analysis, Financial Performance, Analytic Reporting, Financial Economics, Numerical Ability, Adaptability, Work Ethic, Positive Can-do Attitude, Knowledge-hungry Learner, Interact with All..., Handle Multiple..., Communication, Great Motivator, Getting the Best Out Of..., Focused Execution, Dedicated to work, Well Mannered, Smart Working, Fun Loving, Artistic Eye, Pro-active Leader, Business Minded, Bowling, Baseball, SBA, Deposits, Branch Management, Customer Service, Mortgage Lending, Leadership, Small Business Lending
Education
Bucks County Community College
Business Administration and Management, General
Plymouth Whitemarsh Highschool
12
Denine Harper Denine Harper's Bank of America Experience 2001 - 2004
Job Regional Director of Marketing at MetroPCS
Industry Internet
Experience
T-Mobile December 2012 - Present
TPG, an Omnicom Company October 2011 - November 2012
Footprint Technologies April 2010 - October 2011
Independent Marketing Consultant November 2009 - April 2010
Lorel Marketing Group November 2006 - November 2009
WHITTMANHART Interactive (now Band Digital) March 2004 - November 2006
IKON Office Solutions May 2004 - October 2004
Fleet Credit Card Services June 2001 - May 2004
Bank of America 2001 - 2004
4-Site Interactive July 1994 - August 2001
Skills
Internet Strategy, Online Marketing, Web Analytics, Website Conversion, Multi-channel Retail, Online Branding, Interactive Marketing..., Email Marketing, Online Lead Generation, Social Commerce, E-commerce Consulting, Social Media, Word Of Mouth Marketing, Digital Strategy, Mobile Strategy, eCRM, Account Direction, Brand Loyalty, Online Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Business Analysis, Competitive Analysis, Direct Marketing, Website Development, Web Content, Content Strategy, Content Marketing, SEO, Marketing, Advertising, Strategy, CRM, SEM, Lead Generation, Direct Mail, Digital Media, Customer Acquisition, Mobile Marketing, Analytics, Account Management, Integrated Marketing, Interactive Marketing, Digital Marketing, E-commerce, Mobile Devices, B2B, Management, Leadership
Education
Compliance - CANN SPAM, WOM FTC Regulations 2003 — 2004
certification, Email regs, Terms & Conditions, privacy policies, WOM FTC Regulations
Project Management IBS / Viviance 2000 — 2000
certification, project management
The College of New Jersey 1993 — 1996
Graphjic Design, Multimedia Emphasis
Bucks County Community College 1991 — 1993
Electronic Imaging, 3D Animation
Council Rock High School
T-Mobile December 2012 - Present
TPG, an Omnicom Company October 2011 - November 2012
Footprint Technologies April 2010 - October 2011
Independent Marketing Consultant November 2009 - April 2010
Lorel Marketing Group November 2006 - November 2009
WHITTMANHART Interactive (now Band Digital) March 2004 - November 2006
IKON Office Solutions May 2004 - October 2004
Fleet Credit Card Services June 2001 - May 2004
Bank of America 2001 - 2004
4-Site Interactive July 1994 - August 2001
Skills
Internet Strategy, Online Marketing, Web Analytics, Website Conversion, Multi-channel Retail, Online Branding, Interactive Marketing..., Email Marketing, Online Lead Generation, Social Commerce, E-commerce Consulting, Social Media, Word Of Mouth Marketing, Digital Strategy, Mobile Strategy, eCRM, Account Direction, Brand Loyalty, Online Advertising, Marketing Strategy, Marketing Communications, Social Media Marketing, Business Analysis, Competitive Analysis, Direct Marketing, Website Development, Web Content, Content Strategy, Content Marketing, SEO, Marketing, Advertising, Strategy, CRM, SEM, Lead Generation, Direct Mail, Digital Media, Customer Acquisition, Mobile Marketing, Analytics, Account Management, Integrated Marketing, Interactive Marketing, Digital Marketing, E-commerce, Mobile Devices, B2B, Management, Leadership
Education
Compliance - CANN SPAM, WOM FTC Regulations 2003 — 2004
certification, Email regs, Terms & Conditions, privacy policies, WOM FTC Regulations
Project Management IBS / Viviance 2000 — 2000
certification, project management
The College of New Jersey 1993 — 1996
Graphjic Design, Multimedia Emphasis
Bucks County Community College 1991 — 1993
Electronic Imaging, 3D Animation
Council Rock High School
Kim A. Ruth Kim A. Ruth's Bank of America Experience March 1994 - March 2014
Job Chairman of the Houston Region at Bank of Texas
Industry Financial Services
Experience
Bank of Texas September 2014 - Present
Merrill Lynch March 2014 - July 2014
Bank of America March 1994 - March 2014
Skills
Leadership, Management, Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Small Business Lending, Credit Risk, Retail Banking, Loan Origination, Mortgage Banking
Education
Bucknell University
Bank of Texas September 2014 - Present
Merrill Lynch March 2014 - July 2014
Bank of America March 1994 - March 2014
Skills
Leadership, Management, Banking, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Portfolio Management, Small Business Lending, Credit Risk, Retail Banking, Loan Origination, Mortgage Banking
Education
Bucknell University
Heather Piskorowski's Bank of America Experience 2002 - 2009
Job Assistant Coach at Girls on the Run of St. Louis
Industry Financial Services
Experience
Girls on the Run of St. Louis February 2013 - Present
First Clearing Corporation September 2010 - January 2012
Bank of America 2002 - 2009
UBS July 1997 - June 2002
UBS July 1995 - July 1997
Skills
Recruiting, Process Improvement, Coaching, Consulting, Sales, Wealth Management, Fixed Income, Asset Allocation, Investments, Retirement Planning, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Securities, Equities, Financial Modeling, Series 63, Management, Leadership, Relationship Management, Portfolio Management, Alternative Investments
Education
Bucknell University 1991 — 1995
BA, English
Girls on the Run of St. Louis February 2013 - Present
First Clearing Corporation September 2010 - January 2012
Bank of America 2002 - 2009
UBS July 1997 - June 2002
UBS July 1995 - July 1997
Skills
Recruiting, Process Improvement, Coaching, Consulting, Sales, Wealth Management, Fixed Income, Asset Allocation, Investments, Retirement Planning, Financial Services, Asset Management, Series 7, Mutual Funds, Finance, Securities, Equities, Financial Modeling, Series 63, Management, Leadership, Relationship Management, Portfolio Management, Alternative Investments
Education
Bucknell University 1991 — 1995
BA, English
Michael Battle Michael Battle's Bank of America Experience 2007 - 2010
Job Banking Operations Expert & SAFE/NMLS Mortgage Loan Originator, Officer, Processor, Closer
Industry Banking
Experience
RoundPoint Financial Group July 2013 - January 2014
Navy Federal Credit Union 2012 - 2013
Project Shoestring 2009 - 2011
Bank of America 2007 - 2010
Countrywide Bank 2005 - 2007
Countrywide Bank 2004 - 2005
Skills
Mortgage Banking, Residential Mortgages, Mortgage Servicing, Depository Operations, Regulatory Compliance, Transition Management, Core Systems, Banking, Finance, Operations Management, Home Equity Loans, VA loans, Documentation Practices, Outsourcing, Document Management, Digital Imaging, Records Management, Item Processing, Workflow, Fraud Detection, Retail Banking, Loan Origination, Small Business Lending
Education
Bucknell University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
The Johns Hopkins University 1996 — 1996
CTY Pre-college Program, Computer Science and Physics
RoundPoint Financial Group July 2013 - January 2014
Navy Federal Credit Union 2012 - 2013
Project Shoestring 2009 - 2011
Bank of America 2007 - 2010
Countrywide Bank 2005 - 2007
Countrywide Bank 2004 - 2005
Skills
Mortgage Banking, Residential Mortgages, Mortgage Servicing, Depository Operations, Regulatory Compliance, Transition Management, Core Systems, Banking, Finance, Operations Management, Home Equity Loans, VA loans, Documentation Practices, Outsourcing, Document Management, Digital Imaging, Records Management, Item Processing, Workflow, Fraud Detection, Retail Banking, Loan Origination, Small Business Lending
Education
Bucknell University 1997 — 2001
Bachelor of Science (BS), Business Administration and Management, General
The Johns Hopkins University 1996 — 1996
CTY Pre-college Program, Computer Science and Physics
Brian Lyter Brian Lyter's Bank of America Experience January 2005 - May 2008
Job Member Services Associate at MeetMe.com
Industry Internet
Experience
MeetMe June 2012 - Present
myYearbook.com January 2008 - June 2012
Bank of America January 2005 - May 2008
Education
Allentown Business School 2003 — 2005
Associates Degree in Visual Communications
Bucks County Community College
In Progress, Communications
MeetMe June 2012 - Present
myYearbook.com January 2008 - June 2012
Bank of America January 2005 - May 2008
Education
Allentown Business School 2003 — 2005
Associates Degree in Visual Communications
Bucks County Community College
In Progress, Communications
William Nette William Nette's Bank of America Experience September 2014 - March 2015
Job Specialist, Finance Program in MBA Corporate Finance Rotation Program at Frontier Communications
Industry Telecommunications
Experience
Frontier Communications March 2015 - Present
Bank of America September 2014 - March 2015
Bank of America March 2014 - September 2014
Bank of America October 2012 - March 2014
Bank of America August 2011 - September 2012
Bank of America June 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Skills
Risk Management, Sales Management, Process Improvement, Customer Acquisition, Customer Experience, Microsoft Office, Corporate Communications, Public Speaking, Strategic Planning, Customer Satisfaction, Banking, Customer Service, Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Sales, Credit, Finance, CRM, Team Building, Small Business Lending, Leadership, Consumer Lending, Retail Banking
Education
Sacred Heart University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Bryant University 2006 — 2010
Bachelor's degree, Finance
Frontier Communications March 2015 - Present
Bank of America September 2014 - March 2015
Bank of America March 2014 - September 2014
Bank of America October 2012 - March 2014
Bank of America August 2011 - September 2012
Bank of America June 2010 - August 2011
Merrill Lynch January 2010 - May 2010
Skills
Risk Management, Sales Management, Process Improvement, Customer Acquisition, Customer Experience, Microsoft Office, Corporate Communications, Public Speaking, Strategic Planning, Customer Satisfaction, Banking, Customer Service, Management, Loans, Financial Analysis, Commercial Lending, Commercial Banking, Sales, Credit, Finance, CRM, Team Building, Small Business Lending, Leadership, Consumer Lending, Retail Banking
Education
Sacred Heart University 2014 — 2015
Master of Business Administration (MBA), Finance, General
Bryant University 2006 — 2010
Bachelor's degree, Finance
Carol Coye Benson Carol Coye Benson's Bank of America Experience June 1978 - February 1981
Job Managing Partner at Glenbrook Partners Strategy Consultant
Industry Management Consulting
Experience
Glenbrook Partners December 2001 - Present
Bankers Trust/Deutsche Bank January 1998 - June 1999
Visa International February 1994 - January 1998
Citibank January 1983 - January 1994
Citibank March 1981 - December 1982
Bank of America June 1978 - February 1981
Skills
Financial Services, Corporate Development, Electronic Payments, Banking, Management, Loans, Business Development, Mobile Applications, Risk Management, Consulting, Market Research, Internet Banking, Executive Management, Payments, Start-ups, Financial Risk, Strategic Partnerships, Payment Industry, Emerging Markets, Social Media, Analytics, Transaction Processing, Product Development, Entrepreneurship, Strategy, IT Strategy, Business Modeling, Debit Cards, Public Speaking, Mobile Payments, B2B, Mergers & Acquisitions, Payment Systems, Strategic Consulting, Management Consulting, E-commerce, Product Marketing, Payment Card Processing, Credit Cards, E-payments, Mobile Commerce, Business Strategy, Product Management, Mobile Devices, Analysis, CRM, Cards, Venture Capital, Thought Leadership, Competitive Analysis
Education
Columbia University in the City of New York 1976 — 1978
MBA
Bryn Mawr College 1969 — 1973
AB
Glenbrook Partners December 2001 - Present
Bankers Trust/Deutsche Bank January 1998 - June 1999
Visa International February 1994 - January 1998
Citibank January 1983 - January 1994
Citibank March 1981 - December 1982
Bank of America June 1978 - February 1981
Skills
Financial Services, Corporate Development, Electronic Payments, Banking, Management, Loans, Business Development, Mobile Applications, Risk Management, Consulting, Market Research, Internet Banking, Executive Management, Payments, Start-ups, Financial Risk, Strategic Partnerships, Payment Industry, Emerging Markets, Social Media, Analytics, Transaction Processing, Product Development, Entrepreneurship, Strategy, IT Strategy, Business Modeling, Debit Cards, Public Speaking, Mobile Payments, B2B, Mergers & Acquisitions, Payment Systems, Strategic Consulting, Management Consulting, E-commerce, Product Marketing, Payment Card Processing, Credit Cards, E-payments, Mobile Commerce, Business Strategy, Product Management, Mobile Devices, Analysis, CRM, Cards, Venture Capital, Thought Leadership, Competitive Analysis
Education
Columbia University in the City of New York 1976 — 1978
MBA
Bryn Mawr College 1969 — 1973
AB
Sara Fitzgerald Kirmser Sara Fitzgerald Kirmser's Bank of America Experience June 2006 - May 2007
Job HR Consultant/ Career Consultant
Industry Human Resources
Experience
HR Works, Inc. April 2012 - Present
SFK 2011 - Present
Bank of America June 2006 - May 2007
Fidelity 2003 - 2005
Hay Group 2000 - 2003
Skills
Executive Coaching, Career Development..., Behavioral Interviewing, Organizational..., Training Delivery, Interview Preparation
Education
Harvard University Graduate School of Education 1998 — 1999
EdM, Psychology
Bucknell University 1992 — 1996
B.A., Psychology and Spanish
HR Works, Inc. April 2012 - Present
SFK 2011 - Present
Bank of America June 2006 - May 2007
Fidelity 2003 - 2005
Hay Group 2000 - 2003
Skills
Executive Coaching, Career Development..., Behavioral Interviewing, Organizational..., Training Delivery, Interview Preparation
Education
Harvard University Graduate School of Education 1998 — 1999
EdM, Psychology
Bucknell University 1992 — 1996
B.A., Psychology and Spanish
Jessica J. Sweeney Jessica J. Sweeney's Bank of America Experience September 1999 - July 2003
Job VP/Marketing Manager at First Federal of Bucks County
Industry Banking
Experience
First Federal of Bucks County December 2007 - Present
Yardville National Bank August 2003 - December 2007
Bank of America September 1999 - July 2003
Skills
Retail Banking, Marketing, Marketing Strategy, Website Updating, Social Media Marketing, Marketing Management, Community Management, Community Reinvestment..., Event Planning, Event Management, Corporate Events, Public Relations, Advertising, Online Advertising, Radio Advertising, Online Communications, Customer Service, Customer Satisfaction, Staff Management, Organizational..., Consumer Lending, Banking, Management, Direct Marketing, New Business Development, Email Marketing, Small Business, Budgets, Leadership, Marketing Communications
Education
Temple University - Fox School of Business and Management 2001 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Bucks County Community College 1996 — 2001
Associate of Science (AS), Business Administration and Management, General
First Federal of Bucks County December 2007 - Present
Yardville National Bank August 2003 - December 2007
Bank of America September 1999 - July 2003
Skills
Retail Banking, Marketing, Marketing Strategy, Website Updating, Social Media Marketing, Marketing Management, Community Management, Community Reinvestment..., Event Planning, Event Management, Corporate Events, Public Relations, Advertising, Online Advertising, Radio Advertising, Online Communications, Customer Service, Customer Satisfaction, Staff Management, Organizational..., Consumer Lending, Banking, Management, Direct Marketing, New Business Development, Email Marketing, Small Business, Budgets, Leadership, Marketing Communications
Education
Temple University - Fox School of Business and Management 2001 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Bucks County Community College 1996 — 2001
Associate of Science (AS), Business Administration and Management, General
Yelena Begunts's Bank of America Experience January 2005 - February 2009
Job Business Analyst at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management December 2010 - Present
Bank of America January 2005 - February 2009
Fleet Bank September 2003 - January 2005
MerchantWarehouse.com, Inc August 2001 - July 2003
ATW Companies September 1999 - August 2001
Skills
Fixed Income, Investments, Portfolio Management, Business Development, Business Requirements, Requirements Gathering, Relationship Management, Project Management, Risk Management, SDLC, Sales, Securities, Strategic Financial..., Banking, Business Analysis, Equities, Financial Services, Mutual Funds, Online Marketing, Systems Analysis, Wealth Management, Bloomberg
Education
Bryant College 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Bryant University 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
MFS Investment Management December 2010 - Present
Bank of America January 2005 - February 2009
Fleet Bank September 2003 - January 2005
MerchantWarehouse.com, Inc August 2001 - July 2003
ATW Companies September 1999 - August 2001
Skills
Fixed Income, Investments, Portfolio Management, Business Development, Business Requirements, Requirements Gathering, Relationship Management, Project Management, Risk Management, SDLC, Sales, Securities, Strategic Financial..., Banking, Business Analysis, Equities, Financial Services, Mutual Funds, Online Marketing, Systems Analysis, Wealth Management, Bloomberg
Education
Bryant College 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Bryant University 1995 — 1999
Bachelor of Science, Business Administration, Computer Information Systems
Julie Mosley's Bank of America Experience July 2015 - Present
Job Senior Vice President/Operations Market Manager
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America November 2009 - Present
Bank of America December 2006 - October 2009
Bank of America August 2006 - December 2006
Skills
Banking, Performance Management, Performance Improvement, Finance, Business Communications, Business Coaching, Operations Management, Sales Management, Customer Service..., Team Leadership, Leadership Development, Customer Experience, Executive Management, Relationship Management, Credit, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management
Education
Temple University 1999 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies
Bucks County Community College 1997 — 1999
Associate of Arts (AA), Communication and Media Studies
Bank of America July 2015 - Present
Bank of America November 2009 - Present
Bank of America December 2006 - October 2009
Bank of America August 2006 - December 2006
Skills
Banking, Performance Management, Performance Improvement, Finance, Business Communications, Business Coaching, Operations Management, Sales Management, Customer Service..., Team Leadership, Leadership Development, Customer Experience, Executive Management, Relationship Management, Credit, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management
Education
Temple University 1999 — 2001
Bachelor of Arts (B.A.), Communication and Media Studies
Bucks County Community College 1997 — 1999
Associate of Arts (AA), Communication and Media Studies
Anne Platt AIF, AWMA Anne Platt AIF, AWMA's Bank of America Experience February 1995 - July 2003
Job Vice President Investment Strategy & Product Positioning
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Raymond James Financial Inc. February 2015 - Present
Raymond James Financial, Inc. January 2012 - February 2015
Morgan Keegan May 2007 - January 2012
AmSouth Bank August 2003 - May 2007
Bank of America February 1995 - July 2003
American Capital 1990 - 1995
Raymond James & Associates, Inc 1986 - 1990
Skills
Product Management, Strategic Planning, Marketing Communications, Mutual Funds, Annuities, Investments, Product Development, Competitive Analysis, Vendor Management, Portfolio Management, Fixed Annuities, Cross-functional Team..., Asset Management, Strategy, Marketing, Program Management, Series 63, Series 7, Asset Allocation, Alternative Investments, Wealth Management, Series 24, Separately Managed..., ETFs, Investment Advisory, Wealth Management..., Investment Strategies, Financial Services, Management, Financial Planning, Retirement
Education
University of St. Thomas (TX) 1992 — 1994
MBA, Finance
Bryn Mawr College 1977 — 1981
AB, History
Tom Andrikopoulos Tom Andrikopoulos's Bank of America Experience May 1994 - December 2004
Job Project Management & Application Systems Management
Industry Banking
Experience
Citizens Financial Group, Inc. November 2011 - Present
Reliance Systems, Inc. July 2007 - November 2011
Bank of America May 1994 - December 2004
Bank of America 1994 - 2004
Education
Bryant University 1990 — 1993
MBA, Information Systems
Citizens Financial Group, Inc. November 2011 - Present
Reliance Systems, Inc. July 2007 - November 2011
Bank of America May 1994 - December 2004
Bank of America 1994 - 2004
Education
Bryant University 1990 — 1993
MBA, Information Systems
Brian Burr Brian Burr's Bank of America Experience July 1975 - November 1997
Job SVP, Atlantic Design, Inc.
Industry Machinery
Experience
Atlantic Design, Inc. October 2011 - Present
Advance Business Systems December 1997 - February 2011
Bank of America July 1975 - November 1997
Education
Loyola College in Maryland
MBA, Business Administration
Bucknell University 1971 — 1975
BSBA, Business Administration
Atlantic Design, Inc. October 2011 - Present
Advance Business Systems December 1997 - February 2011
Bank of America July 1975 - November 1997
Education
Loyola College in Maryland
MBA, Business Administration
Bucknell University 1971 — 1975
BSBA, Business Administration
Cort Steel Cort Steel's Bank of America Experience 1986 - 1989
Job Senior Marketing Executive Professional Services
Industry Accounting
Experience
KPMG November 1999 - Present
Dun & Bradstreet 1993 - 1999
JP Morgan Chase 1989 - 1993
Bank of America 1986 - 1989
Skills
Strategy, Online Marketing, Market Research, Marketing, Leadership, Strategic Planning, B2B, Management, Program Management, Sales Operations, Budgets, Thought Leadership
Education
: Seton Hall University
MBA, Marketing
Bucknell University
Bachelor's degree, Liberal Arts
KPMG November 1999 - Present
Dun & Bradstreet 1993 - 1999
JP Morgan Chase 1989 - 1993
Bank of America 1986 - 1989
Skills
Strategy, Online Marketing, Market Research, Marketing, Leadership, Strategic Planning, B2B, Management, Program Management, Sales Operations, Budgets, Thought Leadership
Education
: Seton Hall University
MBA, Marketing
Bucknell University
Bachelor's degree, Liberal Arts
Jennifer LeSar Jennifer LeSar's Bank of America Experience February 2005 - August 2005
Job Board Member at The San Diego Foundation
Industry Financial Services
Experience
The San Diego Foundation November 2012 - Present
Estolano LeSar Perez Advisors, LLC March 2011 - Present
LeSar Development Consultants September 2005 - Present
Centre City Development Corporation May 2002 - November 2009
Bank of America February 2005 - August 2005
Bank of America May 2003 - February 2005
Bank of America February 2001 - August 2003
Edison Capital (subsidiary of Edison International) June 1997 - January 2001
Community HousingWorks (formerly Community Housing of North County) 1993 - 1997
Abode Communities (formerly Los Angeles Community Design Center) 1991 - 1993
Skills
Affordable Housing, Real Estate Economics, Real Estate Development, Due Diligence, Asset Managment, Financial Analysis, Real Estate, Financial Modeling, Underwriting, Loans, Portfolio Management, Investments, Non-profits, Economic Development, Valuation, Credit, Strategic Planning, Finance, Public Policy, Private Equity, Analysis, Investment Properties, Real Estate Transactions, Community Development, Nonprofits, Start-ups, Policy, Leadership
Education
Stanford University Graduate School of Business
Executive Program in Social Entrepreneurship
UCLA Anderson School of Management 1989 — 1991
MBA, Real Estate and Finance
University of California, Los Angeles 1988 — 1991
MA, Urban Planning
Bryn Mawr College 1982 — 1987
BA, Political Science and Economics
The San Diego Foundation November 2012 - Present
Estolano LeSar Perez Advisors, LLC March 2011 - Present
LeSar Development Consultants September 2005 - Present
Centre City Development Corporation May 2002 - November 2009
Bank of America February 2005 - August 2005
Bank of America May 2003 - February 2005
Bank of America February 2001 - August 2003
Edison Capital (subsidiary of Edison International) June 1997 - January 2001
Community HousingWorks (formerly Community Housing of North County) 1993 - 1997
Abode Communities (formerly Los Angeles Community Design Center) 1991 - 1993
Skills
Affordable Housing, Real Estate Economics, Real Estate Development, Due Diligence, Asset Managment, Financial Analysis, Real Estate, Financial Modeling, Underwriting, Loans, Portfolio Management, Investments, Non-profits, Economic Development, Valuation, Credit, Strategic Planning, Finance, Public Policy, Private Equity, Analysis, Investment Properties, Real Estate Transactions, Community Development, Nonprofits, Start-ups, Policy, Leadership
Education
Stanford University Graduate School of Business
Executive Program in Social Entrepreneurship
UCLA Anderson School of Management 1989 — 1991
MBA, Real Estate and Finance
University of California, Los Angeles 1988 — 1991
MA, Urban Planning
Bryn Mawr College 1982 — 1987
BA, Political Science and Economics
Dzung Nguyen's Bank of America Experience September 2014 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Citi August 2009 - September 2014
Georgetown University August 2007 - May 2009
Citigroup May 2008 - August 2008
MicroStrategy February 2006 - July 2007
Ernst & Young July 2004 - January 2006
Skills
Financial Analysis, Financial Modeling, Product Development, Product Management, Hedge Funds, Finance, Cash Management, Liquidity Management, Basel III, Strategic Sales..., sales solutions, Treasury Services, Investments, Strategy, Securities
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
Bucknell University 2000 — 2004
BSBA, Accounting
Bank of America September 2014 - Present
Citi August 2009 - September 2014
Georgetown University August 2007 - May 2009
Citigroup May 2008 - August 2008
MicroStrategy February 2006 - July 2007
Ernst & Young July 2004 - January 2006
Skills
Financial Analysis, Financial Modeling, Product Development, Product Management, Hedge Funds, Finance, Cash Management, Liquidity Management, Basel III, Strategic Sales..., sales solutions, Treasury Services, Investments, Strategy, Securities
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
Bucknell University 2000 — 2004
BSBA, Accounting
Valerie Mankus's Bank of America Experience June 2008 - January 2009
Job Market Analyst at Travelers
Industry Insurance
Experience
Travelers June 2015 - Present
Travelers June 2014 - June 2015
Travelers September 2012 - June 2014
Brown & Brown Insurance October 2010 - October 2011
Bank of America June 2008 - January 2009
Skills
Ambitious, Dedicated, Competitive, Managed Hosting, Insurance, Finance, Sales, Employee Benefits, Investments, Business Planning, Financial Analysis, Microsoft Excel, Umbrella Insurance, Retirement Planning, Banking
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Economics
Travelers June 2015 - Present
Travelers June 2014 - June 2015
Travelers September 2012 - June 2014
Brown & Brown Insurance October 2010 - October 2011
Bank of America June 2008 - January 2009
Skills
Ambitious, Dedicated, Competitive, Managed Hosting, Insurance, Finance, Sales, Employee Benefits, Investments, Business Planning, Financial Analysis, Microsoft Excel, Umbrella Insurance, Retirement Planning, Banking
Education
Bryant University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Economics
Robin Erban, CPA, MBA Robin Erban, CPA, MBA's Bank of America Experience October 2000 - June 2005
Job Enthusiastic and Responsive Relationship Manager in Commercial Lending at Citizens Bank
Industry Banking
Experience
Citizens Bank June 2005 - Present
Bank of America October 2000 - June 2005
Kahn, Litwin, Renza & Co September 1998 - October 2000
Skills
Loans, Banking, Customer Service, Strategic Planning, Commercial Lending, Finance, Cash Management, Merchant Services, International Trade, Foreign Exchange..., Working Capital..., Depository Services, SBA, Accounting, Payroll Services, Credit Analysis, Credit Risk, Relationship Management, Financial Analysis, Management, Mortgage Lending, Risk Management, Small Business Lending, Portfolio Management, Financial Services, Commercial Banking, Credit, Loan Origination, Underwriting
Education
Providence College
MBA, Finance
Bryant University 1989 — 1993
BS, Accounting
Citizens Bank June 2005 - Present
Bank of America October 2000 - June 2005
Kahn, Litwin, Renza & Co September 1998 - October 2000
Skills
Loans, Banking, Customer Service, Strategic Planning, Commercial Lending, Finance, Cash Management, Merchant Services, International Trade, Foreign Exchange..., Working Capital..., Depository Services, SBA, Accounting, Payroll Services, Credit Analysis, Credit Risk, Relationship Management, Financial Analysis, Management, Mortgage Lending, Risk Management, Small Business Lending, Portfolio Management, Financial Services, Commercial Banking, Credit, Loan Origination, Underwriting
Education
Providence College
MBA, Finance
Bryant University 1989 — 1993
BS, Accounting
Irina Vaganov Irina Vaganov's Bank of America Experience October 2004 - August 2006
Job Bookkeeper
Industry Financial Services
Experience
Evangelical Baptist Church October 2011 - Present
Wells Fargo Bank November 2010 - April 2012
Lincoln Financial Advisors May 2009 - August 2009
Bank of America October 2004 - August 2006
Skills
Mortgage Lending, Specialty Retail, Sales Management, Event Management, Operations Management, Account Reconciliation, Accounts Payable, Financial Accounting, Translation, Financial Reporting, Organizational Structure, Statistics, Analysis, Banking, Finance, Financial Analysis
Education
Temple University 2008 — 2010
Finance/Accounting
Bucks County Community College 2006 — 2008
Business Administration and Management, General
Evangelical Baptist Church October 2011 - Present
Wells Fargo Bank November 2010 - April 2012
Lincoln Financial Advisors May 2009 - August 2009
Bank of America October 2004 - August 2006
Skills
Mortgage Lending, Specialty Retail, Sales Management, Event Management, Operations Management, Account Reconciliation, Accounts Payable, Financial Accounting, Translation, Financial Reporting, Organizational Structure, Statistics, Analysis, Banking, Finance, Financial Analysis
Education
Temple University 2008 — 2010
Finance/Accounting
Bucks County Community College 2006 — 2008
Business Administration and Management, General
Albert Stiles Albert Stiles's Bank of America Experience November 2006 - February 2014
Job CPA, Business Systems
Industry Information Technology and Services
Experience
Home March 2014 - Present
Bank of America November 2006 - February 2014
Scottish Re February 2004 - May 2005
Allmerica Financial February 2003 - April 2004
Deloitte & Touche January 1996 - May 2001
Electrical Construction and Real Estate Management 1989 - 1995
Square D Company January 1986 - December 1989
Skills
Business Intelligence, Microsoft SQL Server, Access, Databases, Essbase, Analysis, Management, Business Analysis, Data Warehousing, SDLC, Process Improvement, Business Process...
Education
Drexel University - College of Business and Administration 1995 — 1997
MBA, Accounting, 3.98
Bucknell University 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Home March 2014 - Present
Bank of America November 2006 - February 2014
Scottish Re February 2004 - May 2005
Allmerica Financial February 2003 - April 2004
Deloitte & Touche January 1996 - May 2001
Electrical Construction and Real Estate Management 1989 - 1995
Square D Company January 1986 - December 1989
Skills
Business Intelligence, Microsoft SQL Server, Access, Databases, Essbase, Analysis, Management, Business Analysis, Data Warehousing, SDLC, Process Improvement, Business Process...
Education
Drexel University - College of Business and Administration 1995 — 1997
MBA, Accounting, 3.98
Bucknell University 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Barbara Venturi Barbara Venturi's Bank of America Experience September 1983 - November 1984
Job Commercial Real Estate
Industry Commercial Real Estate
Experience
Ambar Realty Group,LLC April 2001 - 2013
PHOTON Consulting 2012 - 2012
Rockefeller Group, Inc. September 1981 - July 1985
Bank of America September 1983 - November 1984
Skills
Real Estate Transactions, Real Estate Finance, Account Management, Strategic Planning, Management, Leases, Real Estate Economics, Entrepreneurship, Commercial Real Estate, Location Intelligence, Real Estate, Investment Properties, Loans, Negotiation, Corporate Finance, Disposition, Finance, Banking
Education
Hofstra University 1977 — 1980
MBA, Marketing/Finance
Bucknell University 1973 — 1977
BA, Political Science
Ambar Realty Group,LLC April 2001 - 2013
PHOTON Consulting 2012 - 2012
Rockefeller Group, Inc. September 1981 - July 1985
Bank of America September 1983 - November 1984
Skills
Real Estate Transactions, Real Estate Finance, Account Management, Strategic Planning, Management, Leases, Real Estate Economics, Entrepreneurship, Commercial Real Estate, Location Intelligence, Real Estate, Investment Properties, Loans, Negotiation, Corporate Finance, Disposition, Finance, Banking
Education
Hofstra University 1977 — 1980
MBA, Marketing/Finance
Bucknell University 1973 — 1977
BA, Political Science
Catherine Peebles Catherine Peebles's Bank of America Experience June 2014 - August 2014
Job Campus Recruitment Intern Global Banking and Markets at Bank of America
Industry
Experience
Bank of America June 2014 - August 2014
The Public Art Fund June 2013 - August 2013
The Children's Place July 2012 - August 2012
Camp Sunshine 2008 - 2011
Education
Bucknell University 2013 — 2016
Bachelor of Arts (B.A.), Economics, Spanish
Northern Highlands Regional High School 2008 — 2012
Bank of America June 2014 - August 2014
The Public Art Fund June 2013 - August 2013
The Children's Place July 2012 - August 2012
Camp Sunshine 2008 - 2011
Education
Bucknell University 2013 — 2016
Bachelor of Arts (B.A.), Economics, Spanish
Northern Highlands Regional High School 2008 — 2012
Kelly Ann Washington's Bank of America Experience November 2012 - August 2014
Job
Industry Financial Services
Experience
Signature Consulting April 2015 - Present
Consulting September 2014 - Present
Bank of America November 2012 - August 2014
Bank of America May 2011 - November 2012
Union County Public Schools, Early Bird Tutoring August 2003 - December 2010
Travelers, Sabine State Bank February 1993 - August 1996
Skills
Operational Risk, PMO, Vendor Management, Issue Management, Financial Analysis, Risk Management, Portfolio Management, Change Management, Development & delivery..., Governance, Financial Services, Business Process..., Analysis, Business Analysis, Customer Service, Financial Risk, Strategic Planning, Banking, Process Improvement, Program Management
Education
University of Colorado at Colorado Springs
Master of Business Administration (MBA), Business Administration, Management and Operations
Bucknell University
Bachelor of Arts (B.A.), International Relations and Affairs
Signature Consulting April 2015 - Present
Consulting September 2014 - Present
Bank of America November 2012 - August 2014
Bank of America May 2011 - November 2012
Union County Public Schools, Early Bird Tutoring August 2003 - December 2010
Travelers, Sabine State Bank February 1993 - August 1996
Skills
Operational Risk, PMO, Vendor Management, Issue Management, Financial Analysis, Risk Management, Portfolio Management, Change Management, Development & delivery..., Governance, Financial Services, Business Process..., Analysis, Business Analysis, Customer Service, Financial Risk, Strategic Planning, Banking, Process Improvement, Program Management
Education
University of Colorado at Colorado Springs
Master of Business Administration (MBA), Business Administration, Management and Operations
Bucknell University
Bachelor of Arts (B.A.), International Relations and Affairs
Morgan Slade's Bank of America Experience September 2014 - February 2015
Job Marketing Manager at WealthX
Industry Marketing and Advertising
Experience
Wealth-X February 2015 - Present
Bank of America September 2014 - February 2015
Sotheby's June 2013 - September 2014
The Bucknell Art Galleries January 2013 - May 2013
Samek Art Gallery August 2012 - December 2012
Sotheby's June 2012 - July 2012
The Metropolitan Museum of Art May 2012 - June 2012
Smithsonian American Art Museum June 2011 - July 2011
Tippy Toes Boutique November 2006 - June 2011
HITOPS 2008 - 2009
Skills
MediaBin, Italian, InDesign, SAP, Photoshop, TMS, Prezi, FileMaker, Digital Marketing
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Art History, Italian Studies
Syracuse University In Florence 2012 — 2012
Art History, Italian Studies
Princeton High School 2005 — 2009
Wealth-X February 2015 - Present
Bank of America September 2014 - February 2015
Sotheby's June 2013 - September 2014
The Bucknell Art Galleries January 2013 - May 2013
Samek Art Gallery August 2012 - December 2012
Sotheby's June 2012 - July 2012
The Metropolitan Museum of Art May 2012 - June 2012
Smithsonian American Art Museum June 2011 - July 2011
Tippy Toes Boutique November 2006 - June 2011
HITOPS 2008 - 2009
Skills
MediaBin, Italian, InDesign, SAP, Photoshop, TMS, Prezi, FileMaker, Digital Marketing
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Art History, Italian Studies
Syracuse University In Florence 2012 — 2012
Art History, Italian Studies
Princeton High School 2005 — 2009
Laura Bachman Laura Bachman's Bank of America Experience 1993 - 2000
Job Founder at The Bachman Group LLC
Industry Real Estate
Experience
The Bachman Group LLC December 2013 - Present
Metrocenter YMCA 1997 - November 2013
Barrientos LLC October 2005 - June 2009
Lorig Associates LLC 2000 - 2005
Bank of America 1993 - 2000
National Westminster Bank 1982 - 1987
Skills
Real Estate Economics, Real Estate, Real Estate Development, Due Diligence, Property Management, Investment Properties, Investments, Acquisitions, Leadership, Disposition, Commercial Real Estate, Corporate Real Estate, Negotiation, Leases, Apartments, Marketing, Management, Mergers & Acquisitions
Education
Bryn Mawr College 1977 — 1982
Bachelor of Arts (BA)
Catlin Gabel School
Haverford College
The Bachman Group LLC December 2013 - Present
Metrocenter YMCA 1997 - November 2013
Barrientos LLC October 2005 - June 2009
Lorig Associates LLC 2000 - 2005
Bank of America 1993 - 2000
National Westminster Bank 1982 - 1987
Skills
Real Estate Economics, Real Estate, Real Estate Development, Due Diligence, Property Management, Investment Properties, Investments, Acquisitions, Leadership, Disposition, Commercial Real Estate, Corporate Real Estate, Negotiation, Leases, Apartments, Marketing, Management, Mergers & Acquisitions
Education
Bryn Mawr College 1977 — 1982
Bachelor of Arts (BA)
Catlin Gabel School
Haverford College
Brad McLaughlin's Bank of America Experience July 2007 - April 2009
Job Senior Business Leader, Cobrand Partnerships Business Development at Visa Inc.
Industry Financial Services
Experience
Visa Inc. January 2015 - Present
Visa July 2013 - Present
Visa September 2011 - July 2013
AchieveCard June 2011 - September 2011
NetSpend Corporation April 2009 - June 2011
Bank of America July 2007 - April 2009
Bank of America December 2006 - July 2007
Bank of America November 2005 - November 2006
Bank of America August 2004 - November 2005
American Express May 2001 - September 2004
Skills
Marketing Management, Multi-channel Marketing, P, Marketing Communications, CRM, Electronic Payments, Marketing, New Business Development, Business Strategy, Strategic Planning, Payments, Strategy, Direct Marketing, Relationship Management, Debit Cards, Credit Cards, Business Planning, Marketing Strategy, Integrated Marketing, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Business Administration and Management
Bucknell University 1994 — 1998
BS, Business Administration and Management
Visa Inc. January 2015 - Present
Visa July 2013 - Present
Visa September 2011 - July 2013
AchieveCard June 2011 - September 2011
NetSpend Corporation April 2009 - June 2011
Bank of America July 2007 - April 2009
Bank of America December 2006 - July 2007
Bank of America November 2005 - November 2006
Bank of America August 2004 - November 2005
American Express May 2001 - September 2004
Skills
Marketing Management, Multi-channel Marketing, P, Marketing Communications, CRM, Electronic Payments, Marketing, New Business Development, Business Strategy, Strategic Planning, Payments, Strategy, Direct Marketing, Relationship Management, Debit Cards, Credit Cards, Business Planning, Marketing Strategy, Integrated Marketing, Cross-functional Team...
Education
Georgetown University - The McDonough School of Business 2000 — 2002
MBA, Business Administration and Management
Bucknell University 1994 — 1998
BS, Business Administration and Management
Vicki Weber Vicki Weber's Bank of America Experience 1979 - 1984
Job Publishing executive, author, and editor with additional experience in financial analysis. CFA
Industry Publishing
Experience
Behrman House April 2010 - Present
Behrman House 2003 - 2010
Behrman House 1992 - 2003
Merrill Lynch 1984 - 1991
Bank of America 1979 - 1984
Comp Art Inc 1976 - 1978
Skills
Editorial, Publishing, Creative Writing, Editing, Marketing Communications, Publications, Feature Articles, Textbooks, Research, Trustee, Content Development, Financial Analysis, Education, Magazines, Blogging, Content Strategy, News Writing, Feature Writing, Financial Writing, Print Production..., Jewish Education
Education
Hebrew Union College-Jewish Institute of Religion-New York 2013 — 2015
Master’s Degree, Religious Education
CFA Institute. (CFA '83) 1981 — 1983
CFA, Financial Analysis
Bryn Mawr College 1974 — 1979
AB, Economics
Behrman House April 2010 - Present
Behrman House 2003 - 2010
Behrman House 1992 - 2003
Merrill Lynch 1984 - 1991
Bank of America 1979 - 1984
Comp Art Inc 1976 - 1978
Skills
Editorial, Publishing, Creative Writing, Editing, Marketing Communications, Publications, Feature Articles, Textbooks, Research, Trustee, Content Development, Financial Analysis, Education, Magazines, Blogging, Content Strategy, News Writing, Feature Writing, Financial Writing, Print Production..., Jewish Education
Education
Hebrew Union College-Jewish Institute of Religion-New York 2013 — 2015
Master’s Degree, Religious Education
CFA Institute. (CFA '83) 1981 — 1983
CFA, Financial Analysis
Bryn Mawr College 1974 — 1979
AB, Economics
Susan Ram's Bank of America Experience December 1997 - April 2000
Job Vice President of Revenue
Industry Internet
Experience
Boost Media July 2015 - Present
Boost Media November 2013 - July 2015
The Expert Radio Technology Platform (acquired by Good Life Network) March 2012 - November 2013
Dri Holdings February 2001 - March 2012
QRS Corporation / Tradeweave (acquired by Inovis in 2004) June 2000 - February 2002
Bank of America December 1997 - April 2000
Berkeley International June 1994 - June 1996
Thomson Reuters July 1993 - June 1994
Ching Feng, Journal on Chinese Religion and Culture July 1993 - June 1994
Skills
Strategic Partnerships, Marketing Strategy, Entrepreneurship, Strategic Planning, Product Marketing, Business Development, Marketing, Sales, Product Management, Start-ups, Public Speaking, Team Building, Digital Marketing, Negotiation, Analysis, Email Marketing, Digital Media, E-commerce, Management, Strategy, Social Networking, Mergers & Acquisitions, Social Media Marketing, Sales Operations, Leadership, Online Advertising, Online Marketing, Business Planning, CRM, Competitive Analysis, SaaS, Marketing Management, Consulting, Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business
University of California, Santa Barbara
M.A., Japanese
Bucknell University
BA, Economics
Boost Media July 2015 - Present
Boost Media November 2013 - July 2015
The Expert Radio Technology Platform (acquired by Good Life Network) March 2012 - November 2013
Dri Holdings February 2001 - March 2012
QRS Corporation / Tradeweave (acquired by Inovis in 2004) June 2000 - February 2002
Bank of America December 1997 - April 2000
Berkeley International June 1994 - June 1996
Thomson Reuters July 1993 - June 1994
Ching Feng, Journal on Chinese Religion and Culture July 1993 - June 1994
Skills
Strategic Partnerships, Marketing Strategy, Entrepreneurship, Strategic Planning, Product Marketing, Business Development, Marketing, Sales, Product Management, Start-ups, Public Speaking, Team Building, Digital Marketing, Negotiation, Analysis, Email Marketing, Digital Media, E-commerce, Management, Strategy, Social Networking, Mergers & Acquisitions, Social Media Marketing, Sales Operations, Leadership, Online Advertising, Online Marketing, Business Planning, CRM, Competitive Analysis, SaaS, Marketing Management, Consulting, Analytics
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business
University of California, Santa Barbara
M.A., Japanese
Bucknell University
BA, Economics
Jennifer McCaskey Jennifer McCaskey's Bank of America Experience August 2010 - Present
Job Mortgage Technology
Industry Financial Services
Experience
Bank of America August 2010 - Present
MarleyBlue Business Solutions February 2007 - Present
Fortace, LLC April 2010 - August 2010
Wells Fargo Bank March 2009 - April 2010
Kimberton Whole Foods July 2008 - November 2008
Bear Stearns Residential Mortgage 2005 - 2008
Bear Stearns November 2004 - October 2007
Decision One Mortgage July 1998 - November 2004
Upland/ABS Financial July 1996 - July 1998
Conti Mortgage 1994 - 1996
Skills
Leadership, Loans, Mortgage Lending, Credit, Credit Risk, Banking, Sales, Finance, Marketing, Account Management, Insurance, Selling, Loan Origination, Sales Management, Training, Mortgage Banking, Management, Underwriting
Education
Bucks County Community College
Real Estate Law
Wilkes University
Computer Science, Electrical Engineering
Bank of America August 2010 - Present
MarleyBlue Business Solutions February 2007 - Present
Fortace, LLC April 2010 - August 2010
Wells Fargo Bank March 2009 - April 2010
Kimberton Whole Foods July 2008 - November 2008
Bear Stearns Residential Mortgage 2005 - 2008
Bear Stearns November 2004 - October 2007
Decision One Mortgage July 1998 - November 2004
Upland/ABS Financial July 1996 - July 1998
Conti Mortgage 1994 - 1996
Skills
Leadership, Loans, Mortgage Lending, Credit, Credit Risk, Banking, Sales, Finance, Marketing, Account Management, Insurance, Selling, Loan Origination, Sales Management, Training, Mortgage Banking, Management, Underwriting
Education
Bucks County Community College
Real Estate Law
Wilkes University
Computer Science, Electrical Engineering
Frank Sottosanti's Bank of America Experience 2001 - 2006
Job Chief Marketing Officer at Protective Life
Industry Financial Services
Experience
Protective Life March 2012 - Present
BBVA Compass February 2009 - July 2011
Wachovia Bank 2006 - 2009
Bank of America 2001 - 2006
The Coca-Cola Company May 1994 - March 2001
Skills
Strategic Planning, Marketing Communications, Social Media Marketing, Customer Analytics, Digital Marketing, Marketing Strategy, Segmentation, Social Media, Customer Acquisition, Customer Analysis, Integrated Marketing, Retail, Analytics, Brand Management, Marketing, Market Research, Management, Direct Marketing, Marketing Management, Product Marketing, E-commerce, Budgets, Business Development, Market Planning, Business Strategy, Financial Services, Strategy, Competitive Analysis, Advertising, Product Development, Sales, Mergers & Acquisitions, Leadership, Customer Experience, CRM, Strategic Partnerships, Selling
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance and Marketing
Bucknell University 1985 — 1989
BSBA, Management
Protective Life March 2012 - Present
BBVA Compass February 2009 - July 2011
Wachovia Bank 2006 - 2009
Bank of America 2001 - 2006
The Coca-Cola Company May 1994 - March 2001
Skills
Strategic Planning, Marketing Communications, Social Media Marketing, Customer Analytics, Digital Marketing, Marketing Strategy, Segmentation, Social Media, Customer Acquisition, Customer Analysis, Integrated Marketing, Retail, Analytics, Brand Management, Marketing, Market Research, Management, Direct Marketing, Marketing Management, Product Marketing, E-commerce, Budgets, Business Development, Market Planning, Business Strategy, Financial Services, Strategy, Competitive Analysis, Advertising, Product Development, Sales, Mergers & Acquisitions, Leadership, Customer Experience, CRM, Strategic Partnerships, Selling
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance and Marketing
Bucknell University 1985 — 1989
BSBA, Management
Gary Tepel Gary Tepel's Bank of America Experience March 2011 - Present
Job AVP Systems Engineering at Bank of America
Industry Information Technology and Services
Experience
Bank of America March 2011 - Present
TEKsystems November 2009 - March 2011
BlackRock October 2006 - November 2009
Merrill Lynch April 2000 - October 2006
AT&T February 1984 - April 2000
NL Industries July 1981 - February 1984
Skills
SDLC, Autosys, Web Services, ITIL, Software Development, Oracle, Data Warehousing, Siteminder, SQL, Vendor Management, SharePoint, Software Project..., Business Analysis, Integration, Java, Requirements Analysis, Databases, Web Applications, Solaris, Java Enterprise Edition, Requirements Gathering, Solution Architecture
Education
Bucks County Community College 1970 — 1972
Associates, Computer Science
Harry Truman High School 1967 — 1970
Bank of America March 2011 - Present
TEKsystems November 2009 - March 2011
BlackRock October 2006 - November 2009
Merrill Lynch April 2000 - October 2006
AT&T February 1984 - April 2000
NL Industries July 1981 - February 1984
Skills
SDLC, Autosys, Web Services, ITIL, Software Development, Oracle, Data Warehousing, Siteminder, SQL, Vendor Management, SharePoint, Software Project..., Business Analysis, Integration, Java, Requirements Analysis, Databases, Web Applications, Solaris, Java Enterprise Edition, Requirements Gathering, Solution Architecture
Education
Bucks County Community College 1970 — 1972
Associates, Computer Science
Harry Truman High School 1967 — 1970
Yolanda Yue Shao's Bank of America Experience June 2012 - August 2012
Job Associate at SocGen Corporate & Investment Banking
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
Bank of America June 2012 - August 2012
PFM Asset Management February 2012 - June 2012
PFM Asset Management May 2011 - June 2011
Education
Bryn Mawr College 2012 — 2013
Concurrent M.A.
Bryn Mawr College 2010 — 2013
B.A., summa cum laude
University of Pennsylvania - The Wharton School 2011 — 2013
Coursework
Hwa Chong Institution 2008 — 2009
A Level
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Bank of America Merrill Lynch June 2013 - June 2015
Bank of America June 2012 - August 2012
PFM Asset Management February 2012 - June 2012
PFM Asset Management May 2011 - June 2011
Education
Bryn Mawr College 2012 — 2013
Concurrent M.A.
Bryn Mawr College 2010 — 2013
B.A., summa cum laude
University of Pennsylvania - The Wharton School 2011 — 2013
Coursework
Hwa Chong Institution 2008 — 2009
A Level
Daniel Pridachin Daniel Pridachin's Bank of America Experience October 2013 - February 2014
Job Freelance writer, photographer and illustrator
Industry Publishing
Experience
Bank of America October 2013 - February 2014
Bank of America January 2013 - April 2013
NCO Group Inc May 2011 - August 2012
Gain Capital Group March 2008 - April 2011
Rovner, Allen, Rovner, Zimmerman & Nash December 2001 - March 2008
Intracorp, CIGNA October 1997 - December 2001
US Clearing August 1995 - October 1997
Actium Corporation October 1993 - August 1995
Skills
Research, Microsoft Office, Public Speaking, Teaching, Curriculum Design, Artist. Creative..., Drawing, Digital Photography, Creative Writing, Creative Concept Design, Puppeteering, Children's Books, children's theater, Graphics, Proofreading, Training, Mac OS, Windows 7, Windows Vista, Windows XP Pro, Microsoft Word, Accurint, CST, Salesforce, Excellent written and..., Extremely productive in..., Able to multi-task, Strong leaderships..., Self-starter with a..., Management, Customer Satisfaction, Salesforce.com, Photography, Customer Service, Access, Business Analysis, Microsoft Excel, Social Media
Education
Bucks County Community College 2005 — 2010
3.9
Bank of America October 2013 - February 2014
Bank of America January 2013 - April 2013
NCO Group Inc May 2011 - August 2012
Gain Capital Group March 2008 - April 2011
Rovner, Allen, Rovner, Zimmerman & Nash December 2001 - March 2008
Intracorp, CIGNA October 1997 - December 2001
US Clearing August 1995 - October 1997
Actium Corporation October 1993 - August 1995
Skills
Research, Microsoft Office, Public Speaking, Teaching, Curriculum Design, Artist. Creative..., Drawing, Digital Photography, Creative Writing, Creative Concept Design, Puppeteering, Children's Books, children's theater, Graphics, Proofreading, Training, Mac OS, Windows 7, Windows Vista, Windows XP Pro, Microsoft Word, Accurint, CST, Salesforce, Excellent written and..., Extremely productive in..., Able to multi-task, Strong leaderships..., Self-starter with a..., Management, Customer Satisfaction, Salesforce.com, Photography, Customer Service, Access, Business Analysis, Microsoft Excel, Social Media
Education
Bucks County Community College 2005 — 2010
3.9
Lisa Amico's Bank of America Experience November 2013 - July 2014
Job General Manager at AVE by Korman Communities
Industry Hospitality
Experience
AVE by Korman Communities April 2015 - Present
VideoRay LLC November 2014 - March 2015
Bank Of America November 2013 - July 2014
Philadelphia Mortgage Advisors November 2011 - November 2013
Arlington Capital Mortgage April 2003 - January 2008
Skills
Mortgage Lending, FHA, Loans, Banking, Business Development, Refinance, Finance, USDA, Sales, Mortgage, Salesforce.com, Epicor, Hospitality Management, Apartments, Hospitality, Customer Service, Event Planning, Social Media
Education
Bucks County Community College
Business Administration, Business Management /Accounting
AVE by Korman Communities April 2015 - Present
VideoRay LLC November 2014 - March 2015
Bank Of America November 2013 - July 2014
Philadelphia Mortgage Advisors November 2011 - November 2013
Arlington Capital Mortgage April 2003 - January 2008
Skills
Mortgage Lending, FHA, Loans, Banking, Business Development, Refinance, Finance, USDA, Sales, Mortgage, Salesforce.com, Epicor, Hospitality Management, Apartments, Hospitality, Customer Service, Event Planning, Social Media
Education
Bucks County Community College
Business Administration, Business Management /Accounting
Lena Raitman Lena Raitman's Bank of America Experience June 2004 - July 2007
Job Sales Professional at Amarin Corporation
Industry Pharmaceuticals
Experience
Amarin Corporation March 2014 - Present
Quintiles January 2012 - December 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson 2012 - 2013
Pfizer Inc July 2007 - November 2011
Bank of America June 2004 - July 2007
Skills
New Business Development, Marketing Strategy, Sales, Management, Leadership, Pharmaceutical Industry, Banking, Negotiation, Customer Service, Sales Operations, Sales Management, Managed Care, Training, Cross-functional Team..., Gastroenterology, Cardiology, Oncology, Selling, Market Research, Product Launch, Hospital Sales, Strategic Planning, Market Analysis, Pharmaceutical Sales, Cold Calling, Account Management, Neurology, Sales Effectiveness, Business Development, Rheumatology, Sales Presentations, Selling Skills, Healthcare, Pulmonology, Psychiatry, Diabetes, Sales Force Development, Pain Management
Education
University of the Sciences in Philadelphia 2005 — 2007
BS, Pharmaceutical Marketing and Management
Bucks County Community College 2003 — 2005
Associate of Science (A.S.), Science
Amarin Corporation March 2014 - Present
Quintiles January 2012 - December 2013
Janssen, Pharmaceutical Companies of Johnson and Johnson 2012 - 2013
Pfizer Inc July 2007 - November 2011
Bank of America June 2004 - July 2007
Skills
New Business Development, Marketing Strategy, Sales, Management, Leadership, Pharmaceutical Industry, Banking, Negotiation, Customer Service, Sales Operations, Sales Management, Managed Care, Training, Cross-functional Team..., Gastroenterology, Cardiology, Oncology, Selling, Market Research, Product Launch, Hospital Sales, Strategic Planning, Market Analysis, Pharmaceutical Sales, Cold Calling, Account Management, Neurology, Sales Effectiveness, Business Development, Rheumatology, Sales Presentations, Selling Skills, Healthcare, Pulmonology, Psychiatry, Diabetes, Sales Force Development, Pain Management
Education
University of the Sciences in Philadelphia 2005 — 2007
BS, Pharmaceutical Marketing and Management
Bucks County Community College 2003 — 2005
Associate of Science (A.S.), Science
Jim Grosso Jim Grosso's Bank of America Experience 2009 - 2010
Job Business Development Director at Nations Lending
Industry Financial Services
Experience
National Mortgage lender December 2013 - Present
Susquehanna Bank July 2011 - October 2012
Elite Capital Source March 2010 - July 2011
Bank of America 2009 - 2010
Indymac Bank October 2007 - September 2008
AMERICAN HOME MORTGAGE 2005 September 2006 - September 2007
National City Mortgage January 1998 - January 2004
PRINCIPLE FINANCIAL GROUP January 1996 - January 1998
Skills
Real Estate, Finance, Competitive Analysis, Loss Mitigation, Loans, Asset, Non-profits, Mortgage Lending, Team Leadership, Mortgage Banking, Mergers, FHA, Financial Statements, Loan Origination, Trading, Real Estate Financing, Commercial Real Estate, Commercial Banking, Strategic Financial..., Refinance, Funding, Consumer Lending, Residential Mortgages, Investment Properties, First Time Home Buyers, Leadership, Mergers & Acquisitions, Financial Analysis, Underwriting, VA loans, Small Business Lending, USDA, Credit, Banking, FHA financing, Reverse Mortgages, Real Estate Economics, Portfolio Management, Nonprofits, Training, Management, Credit Risk, Cross Selling, Financial Structuring, Government Loans, Risk Management, Investments, Commercial Mortgages, Credit Analysis, Construction Loans
Education
Pennsylvania State University 1988 — 1992
BA, Accounting/Finance
Bucks County Community College 1987 — 1988
Accounting and Finance
National Mortgage lender December 2013 - Present
Susquehanna Bank July 2011 - October 2012
Elite Capital Source March 2010 - July 2011
Bank of America 2009 - 2010
Indymac Bank October 2007 - September 2008
AMERICAN HOME MORTGAGE 2005 September 2006 - September 2007
National City Mortgage January 1998 - January 2004
PRINCIPLE FINANCIAL GROUP January 1996 - January 1998
Skills
Real Estate, Finance, Competitive Analysis, Loss Mitigation, Loans, Asset, Non-profits, Mortgage Lending, Team Leadership, Mortgage Banking, Mergers, FHA, Financial Statements, Loan Origination, Trading, Real Estate Financing, Commercial Real Estate, Commercial Banking, Strategic Financial..., Refinance, Funding, Consumer Lending, Residential Mortgages, Investment Properties, First Time Home Buyers, Leadership, Mergers & Acquisitions, Financial Analysis, Underwriting, VA loans, Small Business Lending, USDA, Credit, Banking, FHA financing, Reverse Mortgages, Real Estate Economics, Portfolio Management, Nonprofits, Training, Management, Credit Risk, Cross Selling, Financial Structuring, Government Loans, Risk Management, Investments, Commercial Mortgages, Credit Analysis, Construction Loans
Education
Pennsylvania State University 1988 — 1992
BA, Accounting/Finance
Bucks County Community College 1987 — 1988
Accounting and Finance
Philip Gaucher's Bank of America Experience June 2002 - March 2004
Job Managing Partner, Cambrian Capital, LLC
Industry Financial Services
Experience
Inscripts CS March 2014 - April 2015
VeriMed December 2012 - April 2015
Shale-Inland January 2010 - October 2011
Plural Investments, LLC October 2008 - January 2010
Del Mar Asset Management March 2007 - September 2008
George Weiss Associates April 2005 - March 2007
Bank of America June 2002 - March 2004
Skills
Private Equity, Investments, Trading, Valuation, Equities, Financial Services, Financial Modeling, Portfolio Management, Investment Banking, Investor Relations, Commodity, Emerging Markets, Asset Management, Capital Markets, Risk Management, Due Diligence, Management, Hedge Funds, Derivatives
Education
Bucknell University 1998 — 2002
BA, cum laude, Economics w/ concentration in Finance
Deerfield Academy 1994 — 1998
Inscripts CS March 2014 - April 2015
VeriMed December 2012 - April 2015
Shale-Inland January 2010 - October 2011
Plural Investments, LLC October 2008 - January 2010
Del Mar Asset Management March 2007 - September 2008
George Weiss Associates April 2005 - March 2007
Bank of America June 2002 - March 2004
Skills
Private Equity, Investments, Trading, Valuation, Equities, Financial Services, Financial Modeling, Portfolio Management, Investment Banking, Investor Relations, Commodity, Emerging Markets, Asset Management, Capital Markets, Risk Management, Due Diligence, Management, Hedge Funds, Derivatives
Education
Bucknell University 1998 — 2002
BA, cum laude, Economics w/ concentration in Finance
Deerfield Academy 1994 — 1998
Perrin Judd Perrin Judd's Bank of America Experience June 2015 - August 2015
Job Human Resources Analyst Intern at Bank of America
Industry Human Resources
Experience
Bank of America June 2015 - August 2015
Tufts University: Office of Fraternity and Sorority Life September 2014 - December 2014
Gilt.com July 2014 - August 2014
Her Campus February 2014 - May 2014
Global Fluency June 2013 - August 2013
Terex May 2012 - June 2012
Freudigman and Billings, LLC January 2012 - May 2012
Skills
People Skills, Human Resources, Research, Writing, Social Media, Psychology, Spanish, Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Exchange, Google Analytics
Education
Tufts University 2013 — 2016
Bachelor of Arts (BA), Psychology, GPA: 3.81
Queen Mary, U. of London 2015 — 2015
Associate Student
Bucknell University 2012 — 2013
Bachelor of Arts (BA), Psychology, GPA: 3.87
Bank of America June 2015 - August 2015
Tufts University: Office of Fraternity and Sorority Life September 2014 - December 2014
Gilt.com July 2014 - August 2014
Her Campus February 2014 - May 2014
Global Fluency June 2013 - August 2013
Terex May 2012 - June 2012
Freudigman and Billings, LLC January 2012 - May 2012
Skills
People Skills, Human Resources, Research, Writing, Social Media, Psychology, Spanish, Microsoft Word, Microsoft Office, Microsoft Excel, Microsoft Powerpoint, Microsoft Exchange, Google Analytics
Education
Tufts University 2013 — 2016
Bachelor of Arts (BA), Psychology, GPA: 3.81
Queen Mary, U. of London 2015 — 2015
Associate Student
Bucknell University 2012 — 2013
Bachelor of Arts (BA), Psychology, GPA: 3.87
Nicole Hartmann Nicole Hartmann's Bank of America Experience January 2008 - November 2010
Job Administrative Assistant
Industry Retail
Experience
Best Buy May 2010 - Present
Bank of America January 2008 - November 2010
Fashion Bug January 2005 - August 2010
Skills
Time Management, Leadership, Training, Event Planning, Human Resources, Data Entry, Outlook, Microsoft Office, Employee Relations, Microsoft Excel, Store Management, System Administration, Customer Service, Process Scheduler, Microsoft Word, Team Leadership, PowerPoint, Retail Sales, Store Operations, Profit, General Administrative..., Visual Merchandising, Loss Prevention, Inventory Management, Inventory Control, Merchandising, Big Box, Administrative..., Retail, Administrative..., Office Administration, Customer Satisfaction, Budget Monitoring, Travel Management, Travel Arrangements, Oracle Reports, Cost Reporting, Reporting & Analysis, Oracle Applications, Oracle HR, Payroll, Employee Benefits, Team Building, HR Policies, Public Speaking, Analysis, Business Analysis, Data Analysis, Recruiting, Budgets
Education
Bucks County Community College 2011 — 2013
Associate's Degree, Biology, General, GPA: 3.43
Delaware Technical and Community College-Stanton-Wilmington 2013 — 2013
American Sign Language 101 Certification, 2013, American Sign Language (ASL)
Best Buy May 2010 - Present
Bank of America January 2008 - November 2010
Fashion Bug January 2005 - August 2010
Skills
Time Management, Leadership, Training, Event Planning, Human Resources, Data Entry, Outlook, Microsoft Office, Employee Relations, Microsoft Excel, Store Management, System Administration, Customer Service, Process Scheduler, Microsoft Word, Team Leadership, PowerPoint, Retail Sales, Store Operations, Profit, General Administrative..., Visual Merchandising, Loss Prevention, Inventory Management, Inventory Control, Merchandising, Big Box, Administrative..., Retail, Administrative..., Office Administration, Customer Satisfaction, Budget Monitoring, Travel Management, Travel Arrangements, Oracle Reports, Cost Reporting, Reporting & Analysis, Oracle Applications, Oracle HR, Payroll, Employee Benefits, Team Building, HR Policies, Public Speaking, Analysis, Business Analysis, Data Analysis, Recruiting, Budgets
Education
Bucks County Community College 2011 — 2013
Associate's Degree, Biology, General, GPA: 3.43
Delaware Technical and Community College-Stanton-Wilmington 2013 — 2013
American Sign Language 101 Certification, 2013, American Sign Language (ASL)
Andrew Sanders Andrew Sanders's Bank of America Experience June 2010 - June 2015
Job Engagement Director at AppNexus
Industry Internet
Experience
AppNexus July 2015 - Present
Bank of America June 2010 - June 2015
Pretty In My Pocket LLC. 2011 - 2012
Stamack Construction February 2006 - July 2008
Whiting Turner Contracting Co. July 2003 - February 2006
Skills
Project Management, Program Management, Process Improvement, Business Planning, Start-ups, Strategic Planning, Cross-functional Team..., Change Management, Six Sigma
Education
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2010
MBA
Bucknell University 1999 — 2003
BS, Civil Engineering
AppNexus July 2015 - Present
Bank of America June 2010 - June 2015
Pretty In My Pocket LLC. 2011 - 2012
Stamack Construction February 2006 - July 2008
Whiting Turner Contracting Co. July 2003 - February 2006
Skills
Project Management, Program Management, Process Improvement, Business Planning, Start-ups, Strategic Planning, Cross-functional Team..., Change Management, Six Sigma
Education
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2010
MBA
Bucknell University 1999 — 2003
BS, Civil Engineering
Robert Metaxas's Bank of America Experience October 2002 - June 2011
Job Mortgage Banker at Tidelands Bank
Industry Banking
Experience
Tidelands Bank June 2015 - Present
HomeBridge Financial December 2011 - September 2013
Bank of America October 2002 - June 2011
Staten Island Bank SIB Mortgage April 1998 - October 2002
Fleet Bank October 1991 - April 1998
Skills
Mortgage Banking, Mortgage Lending, Refinance, FHA, Loans, Real Estate, Loan Origination, FHA financing, VA loans, Credit Analysis, First Time Home Buyers, Investments, Residential Homes, Commercial Mortgages, Financial Analysis, Sales, Funding, Credit Risk, Condos, Commercial Lending, Referrals, Finance, Investment Properties, Portfolio Management, Residential Mortgages, Loan Servicing, Home Equity Loans, Mortgage Marketing, Credit, Reverse Mortgages, Construction Loans, Government Loans, USDA, Mortgage Underwriting, Commercial Real Estate, Underwriting, FHA Financing, VA Loans
Education
University of Miami 1984 — 1985
UM, Finance and Economics
Bryant University 1978 — 1980
BC, Finance and Economics
Tidelands Bank June 2015 - Present
HomeBridge Financial December 2011 - September 2013
Bank of America October 2002 - June 2011
Staten Island Bank SIB Mortgage April 1998 - October 2002
Fleet Bank October 1991 - April 1998
Skills
Mortgage Banking, Mortgage Lending, Refinance, FHA, Loans, Real Estate, Loan Origination, FHA financing, VA loans, Credit Analysis, First Time Home Buyers, Investments, Residential Homes, Commercial Mortgages, Financial Analysis, Sales, Funding, Credit Risk, Condos, Commercial Lending, Referrals, Finance, Investment Properties, Portfolio Management, Residential Mortgages, Loan Servicing, Home Equity Loans, Mortgage Marketing, Credit, Reverse Mortgages, Construction Loans, Government Loans, USDA, Mortgage Underwriting, Commercial Real Estate, Underwriting, FHA Financing, VA Loans
Education
University of Miami 1984 — 1985
UM, Finance and Economics
Bryant University 1978 — 1980
BC, Finance and Economics
Devin Otway Devin Otway's Bank of America Experience January 2009 - July 2011
Job Software Engineer
Industry Internet
Experience
MyVest April 2015 - Present
Hack Reactor 2014 - 2015
Georgia Institute of Technology August 2012 - May 2014
Davis, Bowen & Friedel, Inc. June 2013 - August 2013
Bank of America January 2009 - July 2011
Merrill Lynch March 2008 - January 2009
Skills
JavaScript, Backbone.js, SQL, Matlab, Responsive Web Design, HTML5, Program Management, AngularJS, Mocha, Chai, Software Development, Data Structures, Databases, React.js, Algorithm Design, D3.js, Git, CSS, jQuery, Flux, ArcGIS, Node.js, MongoDB, MySQL, CoffeeScript, Python, Operational Risk, Trading, Operations Management, Finance, Management, Customer Service, Sustainability, Research, Financial Modeling, English, Literacy, Internet Explorer, Business English, Calculator, Calculations
Education
Hack Reactor 2014 — 2015
Advanced Software Engineering Immersive
Georgia Institute of Technology 2012 — 2014
Master of Science (M.S.), Environmental Engineering
Bucknell University 2003 — 2007
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
MyVest April 2015 - Present
Hack Reactor 2014 - 2015
Georgia Institute of Technology August 2012 - May 2014
Davis, Bowen & Friedel, Inc. June 2013 - August 2013
Bank of America January 2009 - July 2011
Merrill Lynch March 2008 - January 2009
Skills
JavaScript, Backbone.js, SQL, Matlab, Responsive Web Design, HTML5, Program Management, AngularJS, Mocha, Chai, Software Development, Data Structures, Databases, React.js, Algorithm Design, D3.js, Git, CSS, jQuery, Flux, ArcGIS, Node.js, MongoDB, MySQL, CoffeeScript, Python, Operational Risk, Trading, Operations Management, Finance, Management, Customer Service, Sustainability, Research, Financial Modeling, English, Literacy, Internet Explorer, Business English, Calculator, Calculations
Education
Hack Reactor 2014 — 2015
Advanced Software Engineering Immersive
Georgia Institute of Technology 2012 — 2014
Master of Science (M.S.), Environmental Engineering
Bucknell University 2003 — 2007
Bachelor of Science (BS), Bioengineering and Biomedical Engineering
Peter Braun's Bank of America Experience July 1984 - January 1985
Job Managing Director Global Head of FX & Rates Advisory and Execution Group
Industry Financial Services
Experience
INTL FCStone Inc. June 2014 - Present
INTL FCStone Inc. July 2010 - Present
Hanley Group Capital August 2009 - July 2010
P3 Group, LLC January 2005 - September 2008
Alliant Energy Integrated Services September 2002 - December 2004
First Continental Trading January 2002 - July 2002
DRW Trading Group September 2000 - December 2001
CME Group August 1988 - December 1999
Cooper Neff & Associates January 1985 - August 1988
Bank of America July 1984 - January 1985
Skills
FX Options, FX trading, FX Hedging, FX Derivatives, Bloomberg Terminal, Murex, Market Making, Risk Management, Exotic Derivatives, Exchange Traded..., Emerging Markets, Options, Options Strategies, Commodity Markets, Foreign Exchange, Market Risk, Derivatives, Trading, Hedging, Interest Rate..., Structured Products, Arbitrage, Proprietary Trading, Trading Strategies, Swaps, Currency, Volatility, Bloomberg, Commodity Risk..., Index Options, Futures Trading, Soft Commodities, Volatility Arbitrage, Electronic Trading, Financial Risk, Fixed Income, Equities, Traders, Financial Services, Trading Systems, Financial Markets, Portfolio Management, Equity Derivatives, FX Trading
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science, U. of London 1983 — 1983
Program Certificate, International Business
INTL FCStone Inc. June 2014 - Present
INTL FCStone Inc. July 2010 - Present
Hanley Group Capital August 2009 - July 2010
P3 Group, LLC January 2005 - September 2008
Alliant Energy Integrated Services September 2002 - December 2004
First Continental Trading January 2002 - July 2002
DRW Trading Group September 2000 - December 2001
CME Group August 1988 - December 1999
Cooper Neff & Associates January 1985 - August 1988
Bank of America July 1984 - January 1985
Skills
FX Options, FX trading, FX Hedging, FX Derivatives, Bloomberg Terminal, Murex, Market Making, Risk Management, Exotic Derivatives, Exchange Traded..., Emerging Markets, Options, Options Strategies, Commodity Markets, Foreign Exchange, Market Risk, Derivatives, Trading, Hedging, Interest Rate..., Structured Products, Arbitrage, Proprietary Trading, Trading Strategies, Swaps, Currency, Volatility, Bloomberg, Commodity Risk..., Index Options, Futures Trading, Soft Commodities, Volatility Arbitrage, Electronic Trading, Financial Risk, Fixed Income, Equities, Traders, Financial Services, Trading Systems, Financial Markets, Portfolio Management, Equity Derivatives, FX Trading
Education
Bucknell University 1980 — 1984
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science, U. of London 1983 — 1983
Program Certificate, International Business
Davon Bailey's Bank of America Experience June 2013 - June 2014
Job Financial Crimes Analyst at Bank of America Corporation
Industry Banking
Experience
Bank of America Corporation Headquarters July 2014 - Present
City Startup Labs 2015 - 2015
Bank of America June 2013 - June 2014
Bucknell University August 2011 - June 2013
Bank of America June 2012 - August 2012
Skills
Matlab, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Pro Engineer, Data Analysis, Social Media, Teaching, Statistics, Fundraising, iMovie, Event Planning, Solidworks, AutoCAD, Higher Education, Strategic Planning, Business Process..., Compliance, Risk Management
Education
Bucknell University 2009 — 2013
Economics, Business
Bucknell University 2009 — 2013
Bachelor's degree, Economics
Bank of America Corporation Headquarters July 2014 - Present
City Startup Labs 2015 - 2015
Bank of America June 2013 - June 2014
Bucknell University August 2011 - June 2013
Bank of America June 2012 - August 2012
Skills
Matlab, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Public Speaking, Pro Engineer, Data Analysis, Social Media, Teaching, Statistics, Fundraising, iMovie, Event Planning, Solidworks, AutoCAD, Higher Education, Strategic Planning, Business Process..., Compliance, Risk Management
Education
Bucknell University 2009 — 2013
Economics, Business
Bucknell University 2009 — 2013
Bachelor's degree, Economics
Charles Paindiris Charles Paindiris's Bank of America Experience January 2015 - Present
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America January 2015 - Present
Bank of America July 2011 - Present
Citigroup April 2010 - July 2011
Fitch Ratings July 2009 - April 2010
Fitch Ratings July 2007 - July 2009
Fitch Ratings June 2006 - August 2006
Skills
CDO, Structured Finance, Trading, Financial Services, Capital Markets, Fixed Income, Investments, Financial Analysis, Bloomberg, Portfolio Management
Education
Bucknell University 2003 — 2007
B.A., Economics
Bank of America January 2015 - Present
Bank of America July 2011 - Present
Citigroup April 2010 - July 2011
Fitch Ratings July 2009 - April 2010
Fitch Ratings July 2007 - July 2009
Fitch Ratings June 2006 - August 2006
Skills
CDO, Structured Finance, Trading, Financial Services, Capital Markets, Fixed Income, Investments, Financial Analysis, Bloomberg, Portfolio Management
Education
Bucknell University 2003 — 2007
B.A., Economics
Tom Mastandrea Tom Mastandrea's Bank of America Experience September 1986 - January 1988
Job Senior Executive RecruiterAccounting and Finance Professionals at Ajilon Finance and Parker + Lynch
Industry Staffing and Recruiting
Experience
Parker and Lynch Ajilon Professional Staffing February 2000 - Present
Marine Midland Bank NA (Now Part of HSBC) January 1988 - May 1994
Bank of America September 1986 - January 1988
Ernst & Young December 1985 - May 1986
Arthur Andersen June 1985 - August 1985
Skills
Executive Search, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Staffing Services, Internet Recruiting, Temporary Staffing, Recruiting, Permanent Placement, Benefits Negotiation, Contract Recruitment, Sourcing, Onboarding, College Recruiting, Screening Resumes, Human Resources, Temporary Placement, Taleo, Career Development, Interviews, Management, Finance, Payroll, Employee Training, Industrial Sector, PeopleSoft, Recruitment Advertising, Cold Calling, Candidate Generation, Employee Relations, Sales, Business Networking, Hiring, HR Consulting, IT Recruitment, Career Counseling, Search, Accounting, Succession Planning, Staff Augmentation, Resume Writing, Personnel Management, Screening, Building Relationships, Performance Management, Consulting, Employee Benefits, Interview Preparation, HRIS, Talent Management
Education
Bryant University 1982 — 1986
BS, Accounting and Finance
Parker and Lynch Ajilon Professional Staffing February 2000 - Present
Marine Midland Bank NA (Now Part of HSBC) January 1988 - May 1994
Bank of America September 1986 - January 1988
Ernst & Young December 1985 - May 1986
Arthur Andersen June 1985 - August 1985
Skills
Executive Search, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Staffing Services, Internet Recruiting, Temporary Staffing, Recruiting, Permanent Placement, Benefits Negotiation, Contract Recruitment, Sourcing, Onboarding, College Recruiting, Screening Resumes, Human Resources, Temporary Placement, Taleo, Career Development, Interviews, Management, Finance, Payroll, Employee Training, Industrial Sector, PeopleSoft, Recruitment Advertising, Cold Calling, Candidate Generation, Employee Relations, Sales, Business Networking, Hiring, HR Consulting, IT Recruitment, Career Counseling, Search, Accounting, Succession Planning, Staff Augmentation, Resume Writing, Personnel Management, Screening, Building Relationships, Performance Management, Consulting, Employee Benefits, Interview Preparation, HRIS, Talent Management
Education
Bryant University 1982 — 1986
BS, Accounting and Finance
Robert Sands Robert Sands's Bank of America Experience 2006 - 2008
Job VP, Prime Services/Structured Product Sales, BNP Paribas
Industry Banking
Experience
BNP Paribas 2010 - Present
Caveat Emptor Capital 2009 - 2010
Bank of America 2006 - 2008
Deloitte & Touche 2004 - 2006
Skills
Equity Research, Financial Modeling, Capital Markets, Equities, Prime Brokerage, Secured Financing, Asset Based Lending, Business Development, Mutual Funds, Hedge Funds, Structured Products, Collateral Management, Equity Swaps, Total Return Swaps, Fixed Income, Securities Lending
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Bucknell University 2000 — 2004
BS
BNP Paribas 2010 - Present
Caveat Emptor Capital 2009 - 2010
Bank of America 2006 - 2008
Deloitte & Touche 2004 - 2006
Skills
Equity Research, Financial Modeling, Capital Markets, Equities, Prime Brokerage, Secured Financing, Asset Based Lending, Business Development, Mutual Funds, Hedge Funds, Structured Products, Collateral Management, Equity Swaps, Total Return Swaps, Fixed Income, Securities Lending
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA
Bucknell University 2000 — 2004
BS
Sharon Keane's Bank of America Experience October 2002 - May 2005
Job IT Project Manager | Quality | Customer Experience
Industry Information Technology and Services
Experience
Princeton Information March 2014 - August 2014
Motorola / ARRIS April 2007 - June 2013
Bank of America October 2002 - May 2005
Fleet Boston Financial 1998 - 2002
Advanta 1988 - 1998
Skills
Project Management, Quality Assurance, SDLC, Change Management, Business Process, Testing, Customer Service, Training, Management, Analysis, Process Improvement, Software Development, Integration, Team Building, Product Development, Cross-functional Team..., Software Project..., Strategic Planning
Education
Merit Systems, LLC 2012 — 2012
Certificate of Completion, PMP Foundations Boot Camp
Rutgers Business School 2012 — 2012
Certificate of Completion, Agile Project Management
Motorola University 2009 — 2009
Lean Six Sigma
QuEST Forum 2007 — 2007
TL9000 Certified, Telecom Quality
iMPACT Learning Systems Int'l 2007 — 2007
SSPA; Certified Service and Support Professional, Technical Service and Support Coaching
Institute for Professional Excellence in Coaching 2005 — 2006
ICF Certified Coach
Bucks County Community College 1997 — 1998
AA, Business Administration
Quality Assurance Institute 1996 — 1996
Certificate of Completion, Software Quality Assurance
Quality Assurance Institute Int'l 1994 — 1994
Certificate of Completion, Software Testing
Princeton Information March 2014 - August 2014
Motorola / ARRIS April 2007 - June 2013
Bank of America October 2002 - May 2005
Fleet Boston Financial 1998 - 2002
Advanta 1988 - 1998
Skills
Project Management, Quality Assurance, SDLC, Change Management, Business Process, Testing, Customer Service, Training, Management, Analysis, Process Improvement, Software Development, Integration, Team Building, Product Development, Cross-functional Team..., Software Project..., Strategic Planning
Education
Merit Systems, LLC 2012 — 2012
Certificate of Completion, PMP Foundations Boot Camp
Rutgers Business School 2012 — 2012
Certificate of Completion, Agile Project Management
Motorola University 2009 — 2009
Lean Six Sigma
QuEST Forum 2007 — 2007
TL9000 Certified, Telecom Quality
iMPACT Learning Systems Int'l 2007 — 2007
SSPA; Certified Service and Support Professional, Technical Service and Support Coaching
Institute for Professional Excellence in Coaching 2005 — 2006
ICF Certified Coach
Bucks County Community College 1997 — 1998
AA, Business Administration
Quality Assurance Institute 1996 — 1996
Certificate of Completion, Software Quality Assurance
Quality Assurance Institute Int'l 1994 — 1994
Certificate of Completion, Software Testing
Kristi Conklin's Bank of America Experience June 2014 - Present
Job Human Resources Analyst Human Resources Development Program at Bank of America
Industry Human Resources
Experience
Bank of America June 2014 - Present
Teach for America June 2012 - June 2014
Bank of America June 2013 - August 2013
Wyndham Worldwide May 2011 - August 2011
Missile Defense Agency May 2010 - August 2010
Education
Bucknell University 2008 — 2012
BA, Sociology and Political Science double major with an Economics minor
FIS 2004 — 2008
HKIS
Shanghai American School
Bank of America June 2014 - Present
Teach for America June 2012 - June 2014
Bank of America June 2013 - August 2013
Wyndham Worldwide May 2011 - August 2011
Missile Defense Agency May 2010 - August 2010
Education
Bucknell University 2008 — 2012
BA, Sociology and Political Science double major with an Economics minor
FIS 2004 — 2008
HKIS
Shanghai American School
Roy Neves Roy Neves's Bank of America Experience June 2003 - September 2005
Job Experienced Consultant
Industry Financial Services
Experience
LeapFrog Systems February 2013 - Present
FM Global January 2014 - July 2015
NTT DATA Americas 2015 - 2015
Clean Harbors 2015 - 2015
Fidelity Investments February 2013 - January 2014
Broadridge September 2006 - September 2012
CVS Caremark Corporation April 2006 - September 2006
U.N.F.I. September 2005 - March 2006
Bank of America June 2003 - September 2005
Skills
Software Documentation, Process Improvement, Analysis, Access, COBOL, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, Microsoft Office, JCL, SQL, Microsoft Excel, Visio, Requirements Analysis, VSAM, Reports, CICS, User Acceptance Testing, SharePoint, Financial Services, Visual Basic, TSO, Functional..., IBM Mainframe, FTP, Production Support, Endeavor, Easytrieve, ISPF, Syncsort, Fileaid, Xpediter, IDCAMS, DFSORT, ICETOOL, NDM, Serena Changeman, Crystal Reports, Infoman, Consulting, CHANGEMAN, XPEDITOR, DCL (VAX)/DIBOL, LIGHTSPEED, TFS
Education
Bryant University 1982 — 1984
BS, Information Technology, GPA 3.6/Dean's list
Community College of Rhode Island 1979 — 1982
Associate's degree, business, GPA=3.2/Dean's List
LeapFrog Systems February 2013 - Present
FM Global January 2014 - July 2015
NTT DATA Americas 2015 - 2015
Clean Harbors 2015 - 2015
Fidelity Investments February 2013 - January 2014
Broadridge September 2006 - September 2012
CVS Caremark Corporation April 2006 - September 2006
U.N.F.I. September 2005 - March 2006
Bank of America June 2003 - September 2005
Skills
Software Documentation, Process Improvement, Analysis, Access, COBOL, Business Analysis, Business Requirements, Requirements Gathering, Data Analysis, Microsoft Office, JCL, SQL, Microsoft Excel, Visio, Requirements Analysis, VSAM, Reports, CICS, User Acceptance Testing, SharePoint, Financial Services, Visual Basic, TSO, Functional..., IBM Mainframe, FTP, Production Support, Endeavor, Easytrieve, ISPF, Syncsort, Fileaid, Xpediter, IDCAMS, DFSORT, ICETOOL, NDM, Serena Changeman, Crystal Reports, Infoman, Consulting, CHANGEMAN, XPEDITOR, DCL (VAX)/DIBOL, LIGHTSPEED, TFS
Education
Bryant University 1982 — 1984
BS, Information Technology, GPA 3.6/Dean's list
Community College of Rhode Island 1979 — 1982
Associate's degree, business, GPA=3.2/Dean's List
Lingyi Sun's Bank of America Experience July 2015 - Present
Job Liquidity Risk Senior Analyst at Bank of America
Industry Banking
Experience
Bank of America July 2015 - Present
Bank of America June 2013 - Present
Skills
Fundraising, Event Management, Press Releases, Economics, Financial Modeling, Mandarin, Data Analysis, Quantitative Analytics, Research
Education
Bryn Mawr College 2010 — 2012
BA
Bank of America July 2015 - Present
Bank of America June 2013 - Present
Skills
Fundraising, Event Management, Press Releases, Economics, Financial Modeling, Mandarin, Data Analysis, Quantitative Analytics, Research
Education
Bryn Mawr College 2010 — 2012
BA
Matthew Holumzer's Bank of America Experience December 2009 - March 2011
Job Senior Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group January 2015 - Present
Eze Software Group October 2012 - December 2014
Bank of America/Merrill Lynch March 2011 - September 2012
Bank of America December 2009 - March 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - May 2008
Hertz Corporation August 2005 - September 2007
Skills
Fixed Income, Equities, Project Management, Collateral Management, User Acceptance Testing, Bloomberg, DTC, C++, OCC, SQL, SQL Server Management..., Hedge Funds, Eze Castle, FIX, Omgeo Oasys, RealTick, Tradar, Consulting, Relationship Management, Business Analysis, Client Services, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master, Business Administration; Finance, Information Systems
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Eze Software Group January 2015 - Present
Eze Software Group October 2012 - December 2014
Bank of America/Merrill Lynch March 2011 - September 2012
Bank of America December 2009 - March 2011
Merrill Lynch June 2009 - December 2009
Merrill Lynch May 2008 - June 2009
Merrill Lynch September 2007 - May 2008
Hertz Corporation August 2005 - September 2007
Skills
Fixed Income, Equities, Project Management, Collateral Management, User Acceptance Testing, Bloomberg, DTC, C++, OCC, SQL, SQL Server Management..., Hedge Funds, Eze Castle, FIX, Omgeo Oasys, RealTick, Tradar, Consulting, Relationship Management, Business Analysis, Client Services, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 2011 — 2015
Master, Business Administration; Finance, Information Systems
Bucknell University 2001 — 2005
Bachelor of Arts, Economics
Timothy D. Saccoia Timothy D. Saccoia's Bank of America Experience January 2000 - October 2005
Job Senior Marketing Manager at Massachusetts Port Authority
Industry Marketing and Advertising
Experience
Massachusetts Port Authority December 2008 - Present
Wax Job LLC May 1994 - Present
Cegedim Dendrite March 2008 - December 2008
Freelance November 2007 - March 2008
Xtralis Inc. October 2005 - 2007
Bank of America January 2000 - October 2005
Fleet Bank 2000 - 2005
Skills
Google Analytics, RFP, RFI, Marketing Strategy, Social Media, Marketing Communications, Email Marketing, Strategic Planning, Project Management, Public Relations, Product Marketing, Social Media Marketing, Integrated Marketing, Direct Marketing, Advertising, Management, Entrepreneurship, Voice over talent, Mobile marketing, Automotive Industry..., Strategy, Sales, Relationship Management, Online Advertising, Marketing, Digital Marketing, Lead Generation, Brand Management, Program Management, Market Planning, B2B, Business Strategy, Online Marketing
Education
Bryant University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Bryant University
Bachelor's degree, Business Administration and Management
Massachusetts Port Authority December 2008 - Present
Wax Job LLC May 1994 - Present
Cegedim Dendrite March 2008 - December 2008
Freelance November 2007 - March 2008
Xtralis Inc. October 2005 - 2007
Bank of America January 2000 - October 2005
Fleet Bank 2000 - 2005
Skills
Google Analytics, RFP, RFI, Marketing Strategy, Social Media, Marketing Communications, Email Marketing, Strategic Planning, Project Management, Public Relations, Product Marketing, Social Media Marketing, Integrated Marketing, Direct Marketing, Advertising, Management, Entrepreneurship, Voice over talent, Mobile marketing, Automotive Industry..., Strategy, Sales, Relationship Management, Online Advertising, Marketing, Digital Marketing, Lead Generation, Brand Management, Program Management, Market Planning, B2B, Business Strategy, Online Marketing
Education
Bryant University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Bryant University
Bachelor's degree, Business Administration and Management
Doug St.Amant Doug St.Amant's Bank of America Experience January 1996 - September 2011
Job Managing Director Transaction Banking Large Corporate Sales
Industry Banking
Experience
MUFG in the Americas October 2011 - Present
Bank of America January 1996 - September 2011
JPMorgan Chase October 1987 - December 1995
Skills
Working Capital..., Solutions Based Selling, Treasury Sales
Education
Bucknell University 1983 — 1987
BSBA, Management
Rivers School Weston MA 1979 — 1983
MUFG in the Americas October 2011 - Present
Bank of America January 1996 - September 2011
JPMorgan Chase October 1987 - December 1995
Skills
Working Capital..., Solutions Based Selling, Treasury Sales
Education
Bucknell University 1983 — 1987
BSBA, Management
Rivers School Weston MA 1979 — 1983
Leah Lenox Leah Lenox's Bank of America Experience April 2012 - Present
Job Senior Vice President, Corporate Audit, Regulatory Relations at Bank of America
Industry Banking
Experience
Bank of America April 2012 - Present
Bank of America June 2011 - April 2012
Bank of America September 2007 - June 2011
Bank of America 2004 - 2007
Merrill Lynch 2001 - 2003
Skills
Financial Regulation, Risk Management, Operational Risk, AML, Auditing, Anti Money Laundering
Education
Bucknell University 1997 — 2001
BA, Economics
Rock Bridge High School 1994 — 1997
Bank of America April 2012 - Present
Bank of America June 2011 - April 2012
Bank of America September 2007 - June 2011
Bank of America 2004 - 2007
Merrill Lynch 2001 - 2003
Skills
Financial Regulation, Risk Management, Operational Risk, AML, Auditing, Anti Money Laundering
Education
Bucknell University 1997 — 2001
BA, Economics
Rock Bridge High School 1994 — 1997
Gino Lensink's Bank of America Experience May 2013 - Present
Job
Industry Information Technology and Services
Experience
Bank of America May 2013 - Present
Skills
Leadership, Project Management, CRM, SDLC, Software Project..., Data Analysis, Process Improvement, SQL, Oracle, Management, Six Sigma, Scrum, Vendor Management, Business Development, Business Analysis, Service Delivery, Integration, Business Process..., Requirements Analysis, Business Process, PMP, IT Management, Visio, Requirements Gathering, PMO, SharePoint, Agile Methodologies, Business Requirements, IT Strategy, Data Migration, Analysis, Banking
Education
University of Connecticut 2001 — 2005
MBA
Bucknell University 1992 — 1996
Bachelor of Science
Bank of America May 2013 - Present
Skills
Leadership, Project Management, CRM, SDLC, Software Project..., Data Analysis, Process Improvement, SQL, Oracle, Management, Six Sigma, Scrum, Vendor Management, Business Development, Business Analysis, Service Delivery, Integration, Business Process..., Requirements Analysis, Business Process, PMP, IT Management, Visio, Requirements Gathering, PMO, SharePoint, Agile Methodologies, Business Requirements, IT Strategy, Data Migration, Analysis, Banking
Education
University of Connecticut 2001 — 2005
MBA
Bucknell University 1992 — 1996
Bachelor of Science
Ted Hovivian's Bank of America Experience December 2001 - November 2008
Job Regional Director Central at Parametric Portfolio Associates
Industry Financial Services
Experience
Parametric Portfolio Associates February 2010 - Present
Charles River Development December 2008 - February 2010
Charles River Development 2008 - 2009
Bank of America December 2001 - November 2008
Bank of America Consulting Services Group, New York 2001 - November 2008
Bank of America - Wealth & Investment Management 2001 - November 2008
Goldman Sachs 2000 - 2001
Skills
Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Investments, Series 7, Fixed Income, Equities, Electronic Trading, Alternative Investments, Investment Advisory, Bloomberg, Trading, Asset Allocation, Investment Strategies, Retirement Planning, Securities, CRM, Asset Management, Trading Systems, Financial Markets, ETFs, Derivatives, Capital Markets, Relationship Management, Management, Fund Of Funds, Series 63, Options, Private Equity, Financial Modeling, Financial Services, Mutual Funds, Wealth Management..., Financial Advisory, Investment Management, Risk Management, Strategic Financial..., Equity Research
Education
Bryant University 1987 — 1991
St Mary's High School
Parametric Portfolio Associates February 2010 - Present
Charles River Development December 2008 - February 2010
Charles River Development 2008 - 2009
Bank of America December 2001 - November 2008
Bank of America Consulting Services Group, New York 2001 - November 2008
Bank of America - Wealth & Investment Management 2001 - November 2008
Goldman Sachs 2000 - 2001
Skills
Portfolio Management, Wealth Management, Asset Managment, Hedge Funds, Investments, Series 7, Fixed Income, Equities, Electronic Trading, Alternative Investments, Investment Advisory, Bloomberg, Trading, Asset Allocation, Investment Strategies, Retirement Planning, Securities, CRM, Asset Management, Trading Systems, Financial Markets, ETFs, Derivatives, Capital Markets, Relationship Management, Management, Fund Of Funds, Series 63, Options, Private Equity, Financial Modeling, Financial Services, Mutual Funds, Wealth Management..., Financial Advisory, Investment Management, Risk Management, Strategic Financial..., Equity Research
Education
Bryant University 1987 — 1991
St Mary's High School
Vivian de Mello's Bank of America Experience April 2010 - Present
Job Senior Change Manager at Bank of America
Industry Banking
Experience
Bank of America April 2010 - Present
Bank of America September 1997 - March 2010
Robert Half International January 1994 - September 1997
Skills
Cross-functional Team..., Business Process..., Management, Integration, Performance Management, Leadership, Project Planning, Training, Strategy, Banking, Process Improvement, SDLC, Risk Management, Vendor Management
Education
Bryant University
Bank of America April 2010 - Present
Bank of America September 1997 - March 2010
Robert Half International January 1994 - September 1997
Skills
Cross-functional Team..., Business Process..., Management, Integration, Performance Management, Leadership, Project Planning, Training, Strategy, Banking, Process Improvement, SDLC, Risk Management, Vendor Management
Education
Bryant University
Deb Durig's Bank of America Experience 2004 - 2004
Job Group Account Director at Atmosphere Proximity
Industry Marketing and Advertising
Experience
Atmosphere Proximity August 2012 - Present
Atmosphere BBDO March 2009 - August 2012
RAPP June 2008 - February 2009
Wunderman July 2006 - June 2008
Draft 1997 - 2006
Bank of America 2004 - 2004
Cosgrove Associates 1995 - 1997
Skills
Integrated Marketing, CRM, Digital Strategy, Online Advertising, Creative Strategy, Mobile Marketing, Digital Media, Advertising, Brand Development, Management, Creative Direction, Social Media Marketing, Content Strategy, Online Marketing, Lead Generation, Marketing Communications, Web Analytics, SEM, Marketing Strategy, Media Planning, Brand Management, Ice Cream, Ninja Skills
Education
Bucknell University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Atmosphere Proximity August 2012 - Present
Atmosphere BBDO March 2009 - August 2012
RAPP June 2008 - February 2009
Wunderman July 2006 - June 2008
Draft 1997 - 2006
Bank of America 2004 - 2004
Cosgrove Associates 1995 - 1997
Skills
Integrated Marketing, CRM, Digital Strategy, Online Advertising, Creative Strategy, Mobile Marketing, Digital Media, Advertising, Brand Development, Management, Creative Direction, Social Media Marketing, Content Strategy, Online Marketing, Lead Generation, Marketing Communications, Web Analytics, SEM, Marketing Strategy, Media Planning, Brand Management, Ice Cream, Ninja Skills
Education
Bucknell University 1991 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Joanna Dougherty's Bank of America Experience June 2004 - July 2011
Job Children's Outpatient Therapist at Intercommunity Action, Inc.
Industry Individual & Family Services
Experience
Joanna Dougherty, LSW May 2015 - Present
Northern Children's Services September 2014 - Present
Intercommunity Action, Inc. April 2014 - Present
Taylor Advocacy Group May 2012 - July 2014
MCC Warwick House May 2013 - April 2014
Gwynedd-Mercy College September 2012 - April 2013
The Handwork Studio June 2012 - August 2012
Presbyterian Children's Village September 2011 - April 2012
Bank of America June 2004 - July 2011
Draft NY January 2002 - June 2004
Skills
Marketing Strategy, Advertising, Strategy, Analytics, Financial Services, Integrated Marketing, Digital Marketing, Direct Marketing, Social Services, Case Management, Leadership, Nonprofits, Public Speaking, Adolescents, Marketing
Education
Bryn Mawr College 2011 — 2013
Master of Social Service (MSW Equivalent), Social Work
Seton Hall University 1994 — 1997
Bachelor of Arts (B.A.), Communications
Joanna Dougherty, LSW May 2015 - Present
Northern Children's Services September 2014 - Present
Intercommunity Action, Inc. April 2014 - Present
Taylor Advocacy Group May 2012 - July 2014
MCC Warwick House May 2013 - April 2014
Gwynedd-Mercy College September 2012 - April 2013
The Handwork Studio June 2012 - August 2012
Presbyterian Children's Village September 2011 - April 2012
Bank of America June 2004 - July 2011
Draft NY January 2002 - June 2004
Skills
Marketing Strategy, Advertising, Strategy, Analytics, Financial Services, Integrated Marketing, Digital Marketing, Direct Marketing, Social Services, Case Management, Leadership, Nonprofits, Public Speaking, Adolescents, Marketing
Education
Bryn Mawr College 2011 — 2013
Master of Social Service (MSW Equivalent), Social Work
Seton Hall University 1994 — 1997
Bachelor of Arts (B.A.), Communications
Chris Knudsen's Bank of America Experience August 2010 - Present
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America August 2010 - Present
Bank of America April 2009 - August 2010
Countrywide Financial Corporation January 2006 - April 2009
Freddie Mac 1995 - 2005
Watkins Consulting, Inc. 1990 - 1995
Wang Laboratories 1984 - 1986
Skills
Mortgage Lending, Portfolio Management, Analytics, Risk Management, Banking, Management, Credit Risk, Financial Analysis, Loans, Fixed Income, Credit Analysis, Process Improvement, Credit, Capital Markets, Financial Risk, Financial Modeling, Finance
Education
The George Washington University 1987 — 1989
MBA, Finance and Investments
Bucknell University 1980 — 1984
BA, Economics
Landon School 1971 — 1980
Bank of America August 2010 - Present
Bank of America April 2009 - August 2010
Countrywide Financial Corporation January 2006 - April 2009
Freddie Mac 1995 - 2005
Watkins Consulting, Inc. 1990 - 1995
Wang Laboratories 1984 - 1986
Skills
Mortgage Lending, Portfolio Management, Analytics, Risk Management, Banking, Management, Credit Risk, Financial Analysis, Loans, Fixed Income, Credit Analysis, Process Improvement, Credit, Capital Markets, Financial Risk, Financial Modeling, Finance
Education
The George Washington University 1987 — 1989
MBA, Finance and Investments
Bucknell University 1980 — 1984
BA, Economics
Landon School 1971 — 1980
Steve Dator's Bank of America Experience January 2008 - September 2009
Job SVP; Finance Director Corporate Planning at Citizens Financial Group
Industry Financial Services
Experience
Citizens Financial Group September 2009 - Present
Bank of America January 2008 - September 2009
Bank of America April 2006 - January 2008
Bank of America August 2004 - April 2006
Bank of America / Fleet Boston Financial August 2001 - July 2004
Bank of America / Fleet Boston Financial March 1999 - July 2001
PricewaterhouseCoopers June 1997 - March 1999
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Portfolio Management, Banking, Risk Management, Strategic Financial..., Finance, Financial Services, Financial Reporting, Credit Analysis, Investments, Credit Risk, Financial Risk, Credit, Treasury Management, Corporate Finance
Education
Bucknell University 1993 — 1997
BSBA, Finance
Citizens Financial Group September 2009 - Present
Bank of America January 2008 - September 2009
Bank of America April 2006 - January 2008
Bank of America August 2004 - April 2006
Bank of America / Fleet Boston Financial August 2001 - July 2004
Bank of America / Fleet Boston Financial March 1999 - July 2001
PricewaterhouseCoopers June 1997 - March 1999
Skills
Strategic Planning, Financial Analysis, Financial Modeling, Portfolio Management, Banking, Risk Management, Strategic Financial..., Finance, Financial Services, Financial Reporting, Credit Analysis, Investments, Credit Risk, Financial Risk, Credit, Treasury Management, Corporate Finance
Education
Bucknell University 1993 — 1997
BSBA, Finance
Stephen Moniz's Bank of America Experience Sr. Systems ArchitectCVS1999 - 2000
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America Sr. Systems ArchitectCVS1999 - 2000
Blue Cross Blue Shield of RI 1984 - 1994
Skills
Banking, Risk Management, Integration, Portfolio Management, SDLC, Vendor Management, Business Analysis, Project Portfolio..., Process Improvement, IT Strategy, Business Process..., Requirements Analysis, Visio, Software Project..., PMO, Program Management, Credit, Change Management, Business Intelligence, Enterprise Architecture
Education
Bryant University 1977 — 1979
MBA, Management
Roger Williams University 1973 — 1977
BS, Management
Bank of America Sr. Systems ArchitectCVS1999 - 2000
Blue Cross Blue Shield of RI 1984 - 1994
Skills
Banking, Risk Management, Integration, Portfolio Management, SDLC, Vendor Management, Business Analysis, Project Portfolio..., Process Improvement, IT Strategy, Business Process..., Requirements Analysis, Visio, Software Project..., PMO, Program Management, Credit, Change Management, Business Intelligence, Enterprise Architecture
Education
Bryant University 1977 — 1979
MBA, Management
Roger Williams University 1973 — 1977
BS, Management
Mike Zarzecki's Bank of America Experience June 2008 - Present
Job Assistant Vice President; Specialized Investigations Team, Economic Sanctions at Bank of America
Industry Financial Services
Experience
Bank of America June 2008 - Present
Bank of America Specialist 2001 - 2007
SCHWAB CAPITAL MARKETS 2001 - 2001
Skills
Fixed Income, Credit, Banking, AML, Finance, Financial Risk, Series 7, Business Analysis, Options, KYC, Trading, Analysis
Education
Bucknell University 1998 — 2001
Bachelor of Arts (B.A.), Economics and Finance
Bank of America June 2008 - Present
Bank of America Specialist 2001 - 2007
SCHWAB CAPITAL MARKETS 2001 - 2001
Skills
Fixed Income, Credit, Banking, AML, Finance, Financial Risk, Series 7, Business Analysis, Options, KYC, Trading, Analysis
Education
Bucknell University 1998 — 2001
Bachelor of Arts (B.A.), Economics and Finance
Stephen Staudigl's Bank of America Experience 1999 - 2000
Job Public Affairs Specialist at National Capital Planning Commission
Industry Government Relations
Experience
National Capital Planning Commission 2003 - Present
Agilysys, Inc. 2000 - 2003
Bank of America 1999 - 2000
Skills
Media Relations, Social Media, Program Management, Event Planning, Editing, Policy Analysis, Public Affairs, Public Policy, Public Relations
Education
Bucknell University
National Capital Planning Commission 2003 - Present
Agilysys, Inc. 2000 - 2003
Bank of America 1999 - 2000
Skills
Media Relations, Social Media, Program Management, Event Planning, Editing, Policy Analysis, Public Affairs, Public Policy, Public Relations
Education
Bucknell University
Jeff Shoener's Bank of America Experience February 2009 - April 2014
Job Managing Director at The Blackstone Group
Industry Real Estate
Experience
The Blackstone Group April 2014 - Present
Bank of America February 2009 - April 2014
Merrill Lynch & Co., Inc. March 1989 - February 2009
Skills
Real Estate, Portfolio Management, Leases, Corporate Law, Corporate Real Estate, Facilities Management, Strategic Planning, Management, Project Management, Financial Institutions, Data Center, Asset Managment, Series 7, Capital Markets, Program Management, Risk Management
Education
Bucknell University 1979 — 1982
Bucknell University 1978 — 1982
BA, History/Philosophy
Sewickley Academy 1968 — 1978
The Blackstone Group April 2014 - Present
Bank of America February 2009 - April 2014
Merrill Lynch & Co., Inc. March 1989 - February 2009
Skills
Real Estate, Portfolio Management, Leases, Corporate Law, Corporate Real Estate, Facilities Management, Strategic Planning, Management, Project Management, Financial Institutions, Data Center, Asset Managment, Series 7, Capital Markets, Program Management, Risk Management
Education
Bucknell University 1979 — 1982
Bucknell University 1978 — 1982
BA, History/Philosophy
Sewickley Academy 1968 — 1978
Robert Gordon's Bank of America Experience January 1993 - October 2003
Job President & CEO at Driehaus Capital Management
Industry Investment Management
Experience
Driehaus Capital Management April 2006 - Present
ARIS Capital Management October 2003 - February 2006
Bank of America January 1993 - October 2003
The Boston Company/Shearson Lehman Bros. June 1987 - January 1993
Fidelity Investments December 1989 - January 1991
Education
Suffolk University - Sawyer Business School 1989 — 1991
MBA, Management
Bucknell University 1979 — 1983
BA, Intl Relations & Economics
Driehaus Capital Management April 2006 - Present
ARIS Capital Management October 2003 - February 2006
Bank of America January 1993 - October 2003
The Boston Company/Shearson Lehman Bros. June 1987 - January 1993
Fidelity Investments December 1989 - January 1991
Education
Suffolk University - Sawyer Business School 1989 — 1991
MBA, Management
Bucknell University 1979 — 1983
BA, Intl Relations & Economics
John Faassen's Bank of America Experience 1977 - Present
Job SVP at Bank of America
Industry Banking
Experience
Bank of America 1977 - Present
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Banking, Lines Of Credit, Credit, Credit Risk, Portfolio Management, Financial Services, Financial Analysis, Asset Based Lending, Risk Management
Education
Bucknell University 1973 — 1977
Bank of America 1977 - Present
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Banking, Lines Of Credit, Credit, Credit Risk, Portfolio Management, Financial Services, Financial Analysis, Asset Based Lending, Risk Management
Education
Bucknell University 1973 — 1977
Tom Constantine's Bank of America Experience September 2009 - April 2014
Job Project Management
Industry Information Technology and Services
Experience
MAXIMUS January 2015 - Present
Bank of America September 2009 - April 2014
Sapphire Technology January 2008 - September 2009
Randstad Technologies US - Keane Inc. July 2006 - January 2008
BNY Mellon December 2005 - July 2006
Fleet Bank April 1998 - December 2005
Blue Cross Blue Shield of South Carolina January 1997 - April 1998
WellPoint August 1989 - January 1997
New York State Department of Health October 1988 - August 1989
Skills
Visio, Vendor Management, PMO, PMP, Project Portfolio..., Software Documentation, Business Process..., IT Strategy, Program Management, Enterprise Architecture, Project Management, Software Development, Agile Methodologies, SQL, Change Management, Databases, IT Management, SharePoint, Disaster Recovery, Risk Management, Banking, Waterfall, Software Quality..., Requirements Gathering, Integration, Business Process, Information Technology
Education
Bryant University 1999 — 1999
Certificate, Project Management I
Siena College 1985 — 1988
BS, Computer Science
Schenectady County Community College 1982 — 1985
Associate of Science (AS), Computer Science
Niskayuna High school 1978 — 1982
General, General Studies
MAXIMUS January 2015 - Present
Bank of America September 2009 - April 2014
Sapphire Technology January 2008 - September 2009
Randstad Technologies US - Keane Inc. July 2006 - January 2008
BNY Mellon December 2005 - July 2006
Fleet Bank April 1998 - December 2005
Blue Cross Blue Shield of South Carolina January 1997 - April 1998
WellPoint August 1989 - January 1997
New York State Department of Health October 1988 - August 1989
Skills
Visio, Vendor Management, PMO, PMP, Project Portfolio..., Software Documentation, Business Process..., IT Strategy, Program Management, Enterprise Architecture, Project Management, Software Development, Agile Methodologies, SQL, Change Management, Databases, IT Management, SharePoint, Disaster Recovery, Risk Management, Banking, Waterfall, Software Quality..., Requirements Gathering, Integration, Business Process, Information Technology
Education
Bryant University 1999 — 1999
Certificate, Project Management I
Siena College 1985 — 1988
BS, Computer Science
Schenectady County Community College 1982 — 1985
Associate of Science (AS), Computer Science
Niskayuna High school 1978 — 1982
General, General Studies
Tony Pecora's Bank of America Experience October 2007 - December 2008
Job Head of Compliance at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments July 2011 - Present
ABN AMRO Bank N.V. November 2010 - July 2011
ABN AMRO Clearing Chicago LLC April 2009 - July 2011
Bank of America October 2007 - December 2008
LaSalle Bank/ ABN AMRO 1997 - 2007
US Securities and Exchange Commission May 1995 - October 1997
Skills
Securities, AML, Financial Services, Performance Management, Banking, Capital Markets, Asset Management, Compliance, Risk Management, Investments, Operational Risk, Insurance, Financial Risk, Derivatives, Management, Hedge Funds, Anti Money Laundering
Education
DePaul University College of Law 1991 — 1994
JD, with honors, Law
Bryant University
BSBA, magna cum laude, Computer Information Systems
Northern Trust Global Investments July 2011 - Present
ABN AMRO Bank N.V. November 2010 - July 2011
ABN AMRO Clearing Chicago LLC April 2009 - July 2011
Bank of America October 2007 - December 2008
LaSalle Bank/ ABN AMRO 1997 - 2007
US Securities and Exchange Commission May 1995 - October 1997
Skills
Securities, AML, Financial Services, Performance Management, Banking, Capital Markets, Asset Management, Compliance, Risk Management, Investments, Operational Risk, Insurance, Financial Risk, Derivatives, Management, Hedge Funds, Anti Money Laundering
Education
DePaul University College of Law 1991 — 1994
JD, with honors, Law
Bryant University
BSBA, magna cum laude, Computer Information Systems
Diana (D'Amato) Mergen's Bank of America Experience 1993 - 2006
Job Human Resources
Industry Real Estate
Experience
D-R HOME SOLUTIONS, LLC January 2008 - Present
Bank of America 1993 - 2006
BANK OF AMERICA January 1993 - January 2005
Fleet Bank 1993 - 2004
BANK OF AMERICA January 1998 - January 2003
BANK OF AMERICA (SUMMIT BANK) January 1997 - January 1998
BANK OF AMERICA (SUMMIT BANK) January 1996 - January 1997
BANK OF AMERICA January 1993 - January 1996
Skills
Process Improvement, Customer Service, Retail Banking, Banking, Financial Risk, Selling, Sales, Commercial Banking, Consumer Lending, Management
Education
Bucks County Community College
Certificate, Banking Management
Manor College
Manor College
AS, Business Administration
D-R HOME SOLUTIONS, LLC January 2008 - Present
Bank of America 1993 - 2006
BANK OF AMERICA January 1993 - January 2005
Fleet Bank 1993 - 2004
BANK OF AMERICA January 1998 - January 2003
BANK OF AMERICA (SUMMIT BANK) January 1997 - January 1998
BANK OF AMERICA (SUMMIT BANK) January 1996 - January 1997
BANK OF AMERICA January 1993 - January 1996
Skills
Process Improvement, Customer Service, Retail Banking, Banking, Financial Risk, Selling, Sales, Commercial Banking, Consumer Lending, Management
Education
Bucks County Community College
Certificate, Banking Management
Manor College
Manor College
AS, Business Administration
Scott Jackson, CFP®'s Bank of America Experience October 2009 - April 2011
Job VPCustomer Experience/Head of Office of the Chairman at RBS Citizens
Industry Financial Services
Experience
RBS Citizens April 2011 - Present
Bank of America October 2009 - April 2011
Banc of America Investments 2008 - October 2009
Bank of America 2005 - July 2008
banc of america investments 2000 - 2005
Fidelity Investments 1996 - 1997
Skills
Banking, Project Management, Leadership, Mortgage Lending, Retail Banking, Credit, Management, Sales, Call Centers, Training, Risk Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2009
MBA, Business Administration
Bryant University 2004 — 2005
Certificate in Financial Planning, Financial Planning
Southern New Hampshire University 1990 — 1994
Bachelor of Science (B.S.), Economics/Finance
RBS Citizens April 2011 - Present
Bank of America October 2009 - April 2011
Banc of America Investments 2008 - October 2009
Bank of America 2005 - July 2008
banc of america investments 2000 - 2005
Fidelity Investments 1996 - 1997
Skills
Banking, Project Management, Leadership, Mortgage Lending, Retail Banking, Credit, Management, Sales, Call Centers, Training, Risk Management
Education
Isenberg School of Management, UMass Amherst 2006 — 2009
MBA, Business Administration
Bryant University 2004 — 2005
Certificate in Financial Planning, Financial Planning
Southern New Hampshire University 1990 — 1994
Bachelor of Science (B.S.), Economics/Finance
Jamie ODonnell's Bank of America Experience July 2011 - Present
Job Recruiting Coordinator Bank of America/ Merrill Lynch
Industry Staffing and Recruiting
Experience
Bank of America July 2011 - Present
HESAA February 2011 - July 2011
Gamesa 2007 - May 2009
DYFS 1999 - 2003
Division of Youth and Family Services 1999 - 2003
Skills
Onboarding, Human Resources, Recruiting, Applicant Tracking..., Talent Acquisition, HR Policies, Sourcing, ADP Payroll, Payroll, Microsoft Office, Microsoft Excel, College Recruiting, New Hire Orientations, Policy, Taleo, Microsoft Word, Employee Relations
Education
Bucks County Community College
Bank of America July 2011 - Present
HESAA February 2011 - July 2011
Gamesa 2007 - May 2009
DYFS 1999 - 2003
Division of Youth and Family Services 1999 - 2003
Skills
Onboarding, Human Resources, Recruiting, Applicant Tracking..., Talent Acquisition, HR Policies, Sourcing, ADP Payroll, Payroll, Microsoft Office, Microsoft Excel, College Recruiting, New Hire Orientations, Policy, Taleo, Microsoft Word, Employee Relations
Education
Bucks County Community College
Graeme Henderson's Bank of America Experience 2007 - 2011
Job Managing Director Business Development at Cachematrix
Industry Information Technology and Services
Experience
Cachematrix October 2011 - Present
Bank of America 2007 - 2011
Brown Brothers Harriman 2003 - 2007
Skills
Equities, Risk Management, Capital Markets, Portfolio Management, Fixed Income, Business Development, Banking, Financial Services, Vendor Management, Cash Management, Wealth Management, Strategy, Asset Managment, Mutual Funds, Securities, Asset Management, Business Strategy, Derivatives, Account Management, Cross-functional Team..., Hedge Funds, CRM, Investments, Alternative Investments, Financial Markets, Series 7, Electronic Trading, Management
Education
Bucknell University 1982 — 1986
BSBA Accounting, Accounting, Information Services
Merchiston Castle School
Cachematrix October 2011 - Present
Bank of America 2007 - 2011
Brown Brothers Harriman 2003 - 2007
Skills
Equities, Risk Management, Capital Markets, Portfolio Management, Fixed Income, Business Development, Banking, Financial Services, Vendor Management, Cash Management, Wealth Management, Strategy, Asset Managment, Mutual Funds, Securities, Asset Management, Business Strategy, Derivatives, Account Management, Cross-functional Team..., Hedge Funds, CRM, Investments, Alternative Investments, Financial Markets, Series 7, Electronic Trading, Management
Education
Bucknell University 1982 — 1986
BSBA Accounting, Accounting, Information Services
Merchiston Castle School
Douglas W Turnbull's Bank of America Experience 2003 - 2004
Job Senior Relationship Manager at TD Bank
Industry Banking
Experience
TD Bank September 2012 - Present
Capital One Bank June 2004 - September 2012
Bank of America 2003 - 2004
Skills
Credit, Credit Analysis, Financial Risk, Lines Of Credit, Commercial Banking, Small Business Lending, Loans, Banking, Treasury Management, Mortgage Lending, Portfolio Management, Cash Management, Credit Risk, Commercial Lending, Consumer Lending
Education
Bucknell University 1987 — 1991
BSBA, Business Management
TD Bank September 2012 - Present
Capital One Bank June 2004 - September 2012
Bank of America 2003 - 2004
Skills
Credit, Credit Analysis, Financial Risk, Lines Of Credit, Commercial Banking, Small Business Lending, Loans, Banking, Treasury Management, Mortgage Lending, Portfolio Management, Cash Management, Credit Risk, Commercial Lending, Consumer Lending
Education
Bucknell University 1987 — 1991
BSBA, Business Management
Al Stiles's Bank of America Experience ConsultantScottish ReJuly 2005 - July 2005
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America ConsultantScottish ReJuly 2005 - July 2005
Education
Drexel University - LeBow College of Business 2005 — 2007
1997, MBA Accounting
Bucknell University 1977 — 1981
BSBA, Business Administration
Bank of America ConsultantScottish ReJuly 2005 - July 2005
Education
Drexel University - LeBow College of Business 2005 — 2007
1997, MBA Accounting
Bucknell University 1977 — 1981
BSBA, Business Administration
Seamus O'Connell's Bank of America Experience May 2000 - Present
Job Client Manager, Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America May 2000 - Present
Fleet Bank September 1996 - April 2000
Education
Bryant University 1992 — 1995
MBA, Accounting
University of Rhode Island 1987 — 1991
B S, Finance / Business Management
Bank of America May 2000 - Present
Fleet Bank September 1996 - April 2000
Education
Bryant University 1992 — 1995
MBA, Accounting
University of Rhode Island 1987 — 1991
B S, Finance / Business Management
Sean Siana's Bank of America Experience September 2009 - June 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
U.S. Trust June 2012 - December 2014
Bank of America September 2009 - June 2012
Skills
Trust Services, Lines Of Credit, Mortgage Lending, Mortgage Banking, Fixed Income, Equities, Private Equity, WealthEngine, Wealth Management, Manage Client..., Private Banking, Wealth, Wealth Management..., Financial Services, High Net Worth..., Relationship Management, Credit, Loans, Asset Management, AML, KYC, Investments, Estate Planning, Financial Planning, Finance, Financial Analysis, Portfolio Management
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch December 2014 - Present
U.S. Trust June 2012 - December 2014
Bank of America September 2009 - June 2012
Skills
Trust Services, Lines Of Credit, Mortgage Lending, Mortgage Banking, Fixed Income, Equities, Private Equity, WealthEngine, Wealth Management, Manage Client..., Private Banking, Wealth, Wealth Management..., Financial Services, High Net Worth..., Relationship Management, Credit, Loans, Asset Management, AML, KYC, Investments, Estate Planning, Financial Planning, Finance, Financial Analysis, Portfolio Management
Education
Florida Institute of Technology 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.8
Bryant University 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sue Atkinson Noack's Bank of America Experience 1996 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
City of Pleasant Hill December 2014 - Present
Pleasant Hill Middle School PTSA 2013 - Present
2010 Measure C Citizens Bond Oversight Committee 2010 - Present
Foundation for Pleasant Hill Education 2007 - Present
Strandwood Elementary PTA 2008 - 2012
GATX 2000 - 2007
GATX Capital 2000 - 2007
Bank of America 1996 - 2000
Bank of America Leasing & Capital Group 1996 - 2000
CoreStates Financial Corp 1986 - 1995
Skills
Corporate Finance, Start-ups, Strategy, Financial Analysis, Asset Management, Investments, Corporate Development, Private Equity, Portfolio Management, Financial Structuring, Financial Modeling, Management Consulting, Credit Analysis, Valuation, Finance, Business Analysis, Managerial Finance, Strategic Financial..., Structured Finance, Due Diligence, Investment Banking, Asset Managment, Capital Markets, Analysis, Restructuring, Business Development, Credit, Risk Management, Budgets, Financial Services, Loans, Mergers & Acquisitions, Leadership, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Business
Bucknell University 1977 — 1981
BSBA, Business
City of Pleasant Hill December 2014 - Present
Pleasant Hill Middle School PTSA 2013 - Present
2010 Measure C Citizens Bond Oversight Committee 2010 - Present
Foundation for Pleasant Hill Education 2007 - Present
Strandwood Elementary PTA 2008 - 2012
GATX 2000 - 2007
GATX Capital 2000 - 2007
Bank of America 1996 - 2000
Bank of America Leasing & Capital Group 1996 - 2000
CoreStates Financial Corp 1986 - 1995
Skills
Corporate Finance, Start-ups, Strategy, Financial Analysis, Asset Management, Investments, Corporate Development, Private Equity, Portfolio Management, Financial Structuring, Financial Modeling, Management Consulting, Credit Analysis, Valuation, Finance, Business Analysis, Managerial Finance, Strategic Financial..., Structured Finance, Due Diligence, Investment Banking, Asset Managment, Capital Markets, Analysis, Restructuring, Business Development, Credit, Risk Management, Budgets, Financial Services, Loans, Mergers & Acquisitions, Leadership, Business Strategy, Equities
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Business
Bucknell University 1977 — 1981
BSBA, Business
Tom Fleming's Bank of America Experience November 1994 - January 2008
Job Reverse Mortgage Consultant at Towne & Country Mortgage d/b/a Reverse Mortgage of New England
Industry Banking
Experience
Towne & Country Mortgage d/b/a Reverse Mortgage of New England October 2012 - Present
Rhode Island Mortgage Bankers Association October 2006 - Present
The Fleming Household 1972 - Present
AAA Southern New England July 2011 - October 2012
BankofAmerica June 2008 - March 2011
Bank of America November 1994 - January 2008
Commonwealth Mortgage Company 1983 - 1985
Rhode Island Hospital Trust National Bank 1968 - 1982
United States Army Reserve 1965 - 1971
Skills
Reverse Mortgages, Mortgage Lending, FHA, Loan Origination, Mortgage Banking, First Time Home Buyers, Banking, Refinance, Construction Loans, Real Estate, USDA, Credit, Residential Mortgages, Loans, Insurance, Real Estate Financing, Underwriting, Investments, Small Business Lending, Referrals, VA loans, FHA financing, Credit Analysis, Finance, Consumer Lending, Commercial Lending, Commercial Mortgages, Certified Mortgage..., Investment Properties, Mortgage Underwriting, Home Equity Loans, Government Loans, Funding, Mortgage Marketing, Home Equity Lines of..., Loss Mitigation, Debt Consolidation, Real Estate Economics, Loan Servicing, Financial Structuring, Foreclosures, Mortgage Servicing, REO, Rates, Short Sales, Investors, Branch Management, Real Estate Transactions, Home Equity, Portfolio Management
Education
Bryant University 1968 — 1974
BSBA, Accounting, 3.95
The Ohio State University 1972 — 1973
Certificate, Real Estate Finance
Saint Raphael Academy 1959 — 1962
Diploma, Science
Towne & Country Mortgage d/b/a Reverse Mortgage of New England October 2012 - Present
Rhode Island Mortgage Bankers Association October 2006 - Present
The Fleming Household 1972 - Present
AAA Southern New England July 2011 - October 2012
BankofAmerica June 2008 - March 2011
Bank of America November 1994 - January 2008
Commonwealth Mortgage Company 1983 - 1985
Rhode Island Hospital Trust National Bank 1968 - 1982
United States Army Reserve 1965 - 1971
Skills
Reverse Mortgages, Mortgage Lending, FHA, Loan Origination, Mortgage Banking, First Time Home Buyers, Banking, Refinance, Construction Loans, Real Estate, USDA, Credit, Residential Mortgages, Loans, Insurance, Real Estate Financing, Underwriting, Investments, Small Business Lending, Referrals, VA loans, FHA financing, Credit Analysis, Finance, Consumer Lending, Commercial Lending, Commercial Mortgages, Certified Mortgage..., Investment Properties, Mortgage Underwriting, Home Equity Loans, Government Loans, Funding, Mortgage Marketing, Home Equity Lines of..., Loss Mitigation, Debt Consolidation, Real Estate Economics, Loan Servicing, Financial Structuring, Foreclosures, Mortgage Servicing, REO, Rates, Short Sales, Investors, Branch Management, Real Estate Transactions, Home Equity, Portfolio Management
Education
Bryant University 1968 — 1974
BSBA, Accounting, 3.95
The Ohio State University 1972 — 1973
Certificate, Real Estate Finance
Saint Raphael Academy 1959 — 1962
Diploma, Science
Lisa Strohm's Bank of America Experience December 2008 - May 2010
Job Financial Strategist at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners May 2010 - Present
Bank of America December 2008 - May 2010
Air Products & Chemicals 1996 - 2000
Skills
Portfolio Management, Asset Allocation, Investments, Private Equity, Retirement Planning, Estate Planning, Financial Planners, Risk Management, Retirement, Alternative Investments, Asset Management, Investment Management, Financial Analysis, Small Business, Insurance, Banking, Due Diligence, Investment Advisory, Leadership
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance / Marketing
Bucknell University 1987 — 1991
BS, Biology
JoycePayne Partners May 2010 - Present
Bank of America December 2008 - May 2010
Air Products & Chemicals 1996 - 2000
Skills
Portfolio Management, Asset Allocation, Investments, Private Equity, Retirement Planning, Estate Planning, Financial Planners, Risk Management, Retirement, Alternative Investments, Asset Management, Investment Management, Financial Analysis, Small Business, Insurance, Banking, Due Diligence, Investment Advisory, Leadership
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance / Marketing
Bucknell University 1987 — 1991
BS, Biology
Shawn Ilsley's Bank of America Experience June 2000 - Present
Job SVP, Process Engineer, Global Client Services & Operations at Bank of America
Industry Financial Services
Experience
Bank of America June 2000 - Present
Education
The University of Connecticut School of Business 2004 — 2008
MBA, Marketing, Management
Bryant University 1996 — 2000
BS, Finance
Traip Academy 1993 — 1996
HS
Bank of America June 2000 - Present
Education
The University of Connecticut School of Business 2004 — 2008
MBA, Marketing, Management
Bryant University 1996 — 2000
BS, Finance
Traip Academy 1993 — 1996
HS
Jake Doneker's Bank of America Experience September 2009 - April 2010
Job AVP, Relationship Manager Small Business Lending
Industry Banking
Experience
TruMark Financial Credit Union March 2015 - Present
Firstrust Bank October 2010 - March 2015
Wells Fargo April 2010 - October 2010
Bank of America September 2009 - April 2010
Sovereign Bank August 2004 - September 2009
Citizens Bank 2000 - 2004
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Coaching, Retail Banking, Small Business Lending, Branch Management, Portfolio Management, Cross Selling, Credit, Consumer Lending, Financial Services, Wealth Management, Life, Accident, and..., Series 6, Series 63, Strategic Planning, SBA, Cash Management, Business Development, Lines Of Credit, Underwriting, Commercial Mortgages, Leadership, Loan Origination, Treasury Management, Investments, Team Building, Strategy, Risk Management, Asset Based Lending, Relationship Management, Mortgage Banking, Finance, CRM, Refinance, Home Equity Loans, Team Leadership, Goal-oriented..., Financial Analysis, Sales, Credit Risk, Deposits, Residential Mortgages, Loans
Education
University of Phoenix 2006 — 2009
BS, Business Management
Risk Management Association 2008 — 2008
Certificate, Commercial Lending
Bucks County Community College 1999 — 2004
N/A, Business Administration and Management, General
TruMark Financial Credit Union March 2015 - Present
Firstrust Bank October 2010 - March 2015
Wells Fargo April 2010 - October 2010
Bank of America September 2009 - April 2010
Sovereign Bank August 2004 - September 2009
Citizens Bank 2000 - 2004
Skills
Banking, Commercial Lending, Commercial Banking, Credit Analysis, Sales Management, Coaching, Retail Banking, Small Business Lending, Branch Management, Portfolio Management, Cross Selling, Credit, Consumer Lending, Financial Services, Wealth Management, Life, Accident, and..., Series 6, Series 63, Strategic Planning, SBA, Cash Management, Business Development, Lines Of Credit, Underwriting, Commercial Mortgages, Leadership, Loan Origination, Treasury Management, Investments, Team Building, Strategy, Risk Management, Asset Based Lending, Relationship Management, Mortgage Banking, Finance, CRM, Refinance, Home Equity Loans, Team Leadership, Goal-oriented..., Financial Analysis, Sales, Credit Risk, Deposits, Residential Mortgages, Loans
Education
University of Phoenix 2006 — 2009
BS, Business Management
Risk Management Association 2008 — 2008
Certificate, Commercial Lending
Bucks County Community College 1999 — 2004
N/A, Business Administration and Management, General
Jim Weller's Bank of America Experience June 2010 - Present
Job SVP/Senior Group Operations Manager at Bank of America
Industry Financial Services
Experience
Bank of America June 2010 - Present
Nelnet June 2007 - July 2010
Winn Dixie 2002 - 2007
Aetna 1999 - 2002
Prudential Healthcare 1986 - 1999
Skills
Financial Analysis, Management, Operations Management, Internal Controls, Forecasting, Accounting, Process Improvement, Analysis, Business Planning, Leadership, Finance
Education
Widener University 1987 — 1992
MBA
Bucknell University 1982 — 1985
Accounting
Bank of America June 2010 - Present
Nelnet June 2007 - July 2010
Winn Dixie 2002 - 2007
Aetna 1999 - 2002
Prudential Healthcare 1986 - 1999
Skills
Financial Analysis, Management, Operations Management, Internal Controls, Forecasting, Accounting, Process Improvement, Analysis, Business Planning, Leadership, Finance
Education
Widener University 1987 — 1992
MBA
Bucknell University 1982 — 1985
Accounting
Richard Hurley's Bank of America Experience January 2012 - Present
Job SVP, Strategic Analyst IV at Bank of America
Industry Banking
Experience
Bank of America January 2012 - Present
Bank of America 2001 - 2012
Skills
Banking, Loans, Credit, Cross Selling, Retail Banking, Credit Analysis, Relationship Management, Credit Risk, Consumer Lending, Portfolio Management, Credit Cards
Education
Queens University 1996 — 1999
Master of Business Administration (MBA)
Bucknell University 1987 — 1991
Bachelor of Science (BS), Chemical Engineering
Bank of America January 2012 - Present
Bank of America 2001 - 2012
Skills
Banking, Loans, Credit, Cross Selling, Retail Banking, Credit Analysis, Relationship Management, Credit Risk, Consumer Lending, Portfolio Management, Credit Cards
Education
Queens University 1996 — 1999
Master of Business Administration (MBA)
Bucknell University 1987 — 1991
Bachelor of Science (BS), Chemical Engineering
Sonia Nasr's Bank of America Experience September 2009 - Present
Job Accoutant II at Bank of America
Industry Accounting
Experience
Bank of America September 2009 - Present
Sovereign Bank March 2005 - June 2009
Trio Cafe and Restaurant May 2002 - November 2006
HR Block Tax and Business Services 2005 - 2006
Citizens Bank October 2002 - March 2005
DST Output December 1999 - October 2002
Skills
Account Reconciliation, Accounting, Accounts Payable, Budgets, Business Process..., Finance, Financial Analysis, Financial Reporting, Forecasting, General Ledger, Internal Controls, Management
Education
Bryant University 1994 — 1998
BS, Business Adminstration
Bank of America September 2009 - Present
Sovereign Bank March 2005 - June 2009
Trio Cafe and Restaurant May 2002 - November 2006
HR Block Tax and Business Services 2005 - 2006
Citizens Bank October 2002 - March 2005
DST Output December 1999 - October 2002
Skills
Account Reconciliation, Accounting, Accounts Payable, Budgets, Business Process..., Finance, Financial Analysis, Financial Reporting, Forecasting, General Ledger, Internal Controls, Management
Education
Bryant University 1994 — 1998
BS, Business Adminstration
CYNTHIA CLEEVE's Bank of America Experience June 2010 - July 2012
Job Accounting Analyst II at Duke Energy Corporation
Industry Accounting
Experience
Bank of America June 2010 - July 2012
West Berkshire Council June 1998 - September 2009
Hays Accountancy & Finance January 1996 - January 1998
Skills
Budgets, Microsoft Excel, General Ledger, Microsoft Word, PowerPoint, Variance Analysis, Income Statement, Treasury Management, XP, Journal Entries, Bank Reconciliation, Accruals, Account Reconciliation, Fixed Assets, SAP, Outlook, Balance, Accounts Payable
Education
Buckinghamshire New University 1992 — 1996
Bachelor
Bank of America June 2010 - July 2012
West Berkshire Council June 1998 - September 2009
Hays Accountancy & Finance January 1996 - January 1998
Skills
Budgets, Microsoft Excel, General Ledger, Microsoft Word, PowerPoint, Variance Analysis, Income Statement, Treasury Management, XP, Journal Entries, Bank Reconciliation, Accruals, Account Reconciliation, Fixed Assets, SAP, Outlook, Balance, Accounts Payable
Education
Buckinghamshire New University 1992 — 1996
Bachelor
Rosemary Grossi's Bank of America Experience October 2006 - September 2011
Job Shareholder Service Specialist at BNY Mellon
Industry Insurance
Experience
BNY Mellon May 2014 - Present
Grossi Insurance & Retirement, Inc. April 2009 - Present
Bank of America October 2006 - September 2011
Bank of America October 2003 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, System Administration, Social Media, Teamwork, Team Leadership, Data Entry, Public Speaking, Sales, Access, Time Management
Education
Bryant College
Bachelor of Science (B.S.), Executive Secretarial Science/Business Administration
BNY Mellon May 2014 - Present
Grossi Insurance & Retirement, Inc. April 2009 - Present
Bank of America October 2006 - September 2011
Bank of America October 2003 - October 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, System Administration, Social Media, Teamwork, Team Leadership, Data Entry, Public Speaking, Sales, Access, Time Management
Education
Bryant College
Bachelor of Science (B.S.), Executive Secretarial Science/Business Administration
Gordon Famariss's Bank of America Experience 1994 - 1997
Job Treasury & Corporate Finance Professional
Industry Financial Services
Experience
American Airlines 2009 - 2014
American Airlines 2004 - 2009
American Airlines 2002 - 2004
American Airlines 2000 - 2002
American Airlines 1999 - 2000
Bank of America 1994 - 1997
Continental Bank, N. A. 1991 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA
Bucknell University 1986 — 1990
Bachelor of Arts (B.A.)
American Airlines 2009 - 2014
American Airlines 2004 - 2009
American Airlines 2002 - 2004
American Airlines 2000 - 2002
American Airlines 1999 - 2000
Bank of America 1994 - 1997
Continental Bank, N. A. 1991 - 1994
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA
Bucknell University 1986 — 1990
Bachelor of Arts (B.A.)
Dana Spagnola's Bank of America Experience May 2002 - August 2006
Job Market Executive's Assistant at Bank of America, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
U.S.Trust January 2011 - October 2013
US Trust August 2006 - January 2011
Bank of America May 2002 - August 2006
Skills
Wealth Management, Private Banking, Banking, Relationship Management, Microsoft Excel, Microsoft Office, Investments, Asset Management, Credit, Loans, Finance, Mortgage Lending, Retail Banking, Financial Services, Wealth Management..., High Net Worth..., Outlook, Cross Selling, Refinance, CRM, Management, Customer Service
Education
Bucks County Community College 1994 — 1994
Business
Middle Township High School 1989 — 1993
Merrill Lynch October 2013 - Present
U.S.Trust January 2011 - October 2013
US Trust August 2006 - January 2011
Bank of America May 2002 - August 2006
Skills
Wealth Management, Private Banking, Banking, Relationship Management, Microsoft Excel, Microsoft Office, Investments, Asset Management, Credit, Loans, Finance, Mortgage Lending, Retail Banking, Financial Services, Wealth Management..., High Net Worth..., Outlook, Cross Selling, Refinance, CRM, Management, Customer Service
Education
Bucks County Community College 1994 — 1994
Business
Middle Township High School 1989 — 1993
Thomas F Nowak's Bank of America Experience June 2012 - November 2013
Job Watch Specialist at Thomson Reuters
Industry Legal Services
Experience
Thomson Reuters November 2013 - Present
Bank of America June 2012 - November 2013
SOMA TECHNOLOGY INC March 2011 - June 2012
Edwards Lifesciences August 2010 - December 2010
Longwood Cricket Club May 2006 - July 2010
Skills
PowerPoint, Microsoft Office, Sales, Marketing, Medical Devices, Microsoft Excel, Customer Service, Clinical Research, Financial Analysis
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Marketing
Thomson Reuters November 2013 - Present
Bank of America June 2012 - November 2013
SOMA TECHNOLOGY INC March 2011 - June 2012
Edwards Lifesciences August 2010 - December 2010
Longwood Cricket Club May 2006 - July 2010
Skills
PowerPoint, Microsoft Office, Sales, Marketing, Medical Devices, Microsoft Excel, Customer Service, Clinical Research, Financial Analysis
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Marketing
Heather Till's Bank of America Experience March 2012 - October 2012
Job Administrative Assistant
Industry Fund-Raising
Experience
George School August 2013 - Present
Independent October 2013 - February 2014
LZ Productions November 2012 - July 2013
Durphy Packaging March 2012 - March 2013
Bank of America March 2012 - October 2012
parx casino November 2010 - January 2012
Crowne Plaza Hotel May 2010 - November 2010
Strategic Business Research, Inc November 2007 - February 2009
Zero Technologies, LLC June 2006 - November 2007
Jeans Depot March 2005 - February 2006
Skills
PowerPoint, Microsoft Excel, Data Entry, Microsoft Word, Microsoft Office, Administration, Editing, Research, Training, Customer Service, Hospitality, Process Scheduler, Employee Training, Team Building, Sales
Education
Bucks County Community College 2008 — 2014
Business Administration
George School August 2013 - Present
Independent October 2013 - February 2014
LZ Productions November 2012 - July 2013
Durphy Packaging March 2012 - March 2013
Bank of America March 2012 - October 2012
parx casino November 2010 - January 2012
Crowne Plaza Hotel May 2010 - November 2010
Strategic Business Research, Inc November 2007 - February 2009
Zero Technologies, LLC June 2006 - November 2007
Jeans Depot March 2005 - February 2006
Skills
PowerPoint, Microsoft Excel, Data Entry, Microsoft Word, Microsoft Office, Administration, Editing, Research, Training, Customer Service, Hospitality, Process Scheduler, Employee Training, Team Building, Sales
Education
Bucks County Community College 2008 — 2014
Business Administration
Thomas E Cole's Bank of America Experience June 1981 - December 2004
Job Senior Finance Director at Citizens Bank
Industry Financial Services
Experience
Citizens Bank August 2010 - Present
State Street July 2009 - July 2010
Tercet Capital/Arlen Corporation/Arlen Capital May 2005 - October 2008
Bank of America June 1981 - December 2004
Education
Bryant University
Bachelor of Science (BS), Business Administration
Citizens Bank August 2010 - Present
State Street July 2009 - July 2010
Tercet Capital/Arlen Corporation/Arlen Capital May 2005 - October 2008
Bank of America June 1981 - December 2004
Education
Bryant University
Bachelor of Science (BS), Business Administration
Carr Andrea's Bank of America Experience June 2008 - January 2013
Job Government Collection Advisor at AllianceOne
Industry Financial Services
Experience
AllianceOne February 2014 - Present
Bank of America June 2008 - January 2013
MBNA America NA March 2005 - June 2008
MBNA America NA December 2003 - March 2005
MBNA America NA August 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Bucks County Community College 2001 — 2002
University of Delaware 1999 — 2001
AllianceOne February 2014 - Present
Bank of America June 2008 - January 2013
MBNA America NA March 2005 - June 2008
MBNA America NA December 2003 - March 2005
MBNA America NA August 2002 - December 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Bucks County Community College 2001 — 2002
University of Delaware 1999 — 2001
Thomas Skivington's Bank of America Experience
Job Relationship Manager at Bank of America
Industry Banking
Experience
Bank of America
Skills
Financial Services, Banking, Business Analysis, Corporate Actions, Fixed Income, Portfolio Management, Relationship Management
Education
Bryant University 1985 — 1987
Bachelor's, Finance
Bryant University 1983 — 1987
Bank of America
Skills
Financial Services, Banking, Business Analysis, Corporate Actions, Fixed Income, Portfolio Management, Relationship Management
Education
Bryant University 1985 — 1987
Bachelor's, Finance
Bryant University 1983 — 1987
Paul Bassler's Bank of America Experience September 2002 - March 2005
Job SVP, Internal Audit at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation October 2013 - Present
Capital One November 2012 - October 2013
Fannie Mae December 2010 - October 2012
Wells Fargo Bank January 2009 - December 2010
Wachovia, A Wells Fargo Company March 2005 - December 2008
Bank of America September 2002 - March 2005
Independent Trading and Risk Management Consultant February 2002 - September 2002
KPMG September 1997 - October 2001
The Frustum Group, Inc April 1997 - September 1997
ANZ November 1995 - December 1996
Skills
Enterprise Risk..., Risk Management, Financial Risk, Internal Audit, Operational Risk..., Auditing, Internal Controls, Banking, Sarbanes-Oxley Act, Operational Risk, Credit Risk, Financial Analysis, Capital Markets, Financial Reporting, Basel II, Credit, Risk Assessment, AML
Education
Bucknell University 1984 — 1988
BA
Regions Financial Corporation October 2013 - Present
Capital One November 2012 - October 2013
Fannie Mae December 2010 - October 2012
Wells Fargo Bank January 2009 - December 2010
Wachovia, A Wells Fargo Company March 2005 - December 2008
Bank of America September 2002 - March 2005
Independent Trading and Risk Management Consultant February 2002 - September 2002
KPMG September 1997 - October 2001
The Frustum Group, Inc April 1997 - September 1997
ANZ November 1995 - December 1996
Skills
Enterprise Risk..., Risk Management, Financial Risk, Internal Audit, Operational Risk..., Auditing, Internal Controls, Banking, Sarbanes-Oxley Act, Operational Risk, Credit Risk, Financial Analysis, Capital Markets, Financial Reporting, Basel II, Credit, Risk Assessment, AML
Education
Bucknell University 1984 — 1988
BA
Steven Pullan's Bank of America Experience SVP Sr Leasing Pricing SpecialistBank of America LeasingJanuary 1990 - Present
Job SVP Sr Leasing Pricing Specialist at Bank of America Leasing
Industry Banking
Experience
Bank of America SVP Sr Leasing Pricing SpecialistBank of America LeasingJanuary 1990 - Present
Skills
Banking, Customer Service, Management, Risk Management, Microsoft Office, Leadership, Project Management, Credit, Financial Analysis, Sales
Education
Bryant University 1983 — 1985
Bachelor of Science, Accounting
Bank of America SVP Sr Leasing Pricing SpecialistBank of America LeasingJanuary 1990 - Present
Skills
Banking, Customer Service, Management, Risk Management, Microsoft Office, Leadership, Project Management, Credit, Financial Analysis, Sales
Education
Bryant University 1983 — 1985
Bachelor of Science, Accounting
Jennifer Farabaugh's Bank of America Experience August 2009 - May 2014
Job Finance Manager at Bank of America
Industry Banking
Experience
Bank of America August 2009 - May 2014
Bank of America March 2008 - August 2009
Bank of America February 2004 - March 2008
MBNA America July 2003 - February 2004
MBNA America June 2001 - July 2003
MBNA America February 2000 - June 2001
MBNA America October 1998 - February 2000
MBNA America August 1997 - October 1998
Skills
Banking, Credit Cards, Financial Services, Finance, Retail Banking, Credit Analysis, Portfolio Management
Education
Bucknell University 1993 — 1997
BSBA, Management
Bank of America August 2009 - May 2014
Bank of America March 2008 - August 2009
Bank of America February 2004 - March 2008
MBNA America July 2003 - February 2004
MBNA America June 2001 - July 2003
MBNA America February 2000 - June 2001
MBNA America October 1998 - February 2000
MBNA America August 1997 - October 1998
Skills
Banking, Credit Cards, Financial Services, Finance, Retail Banking, Credit Analysis, Portfolio Management
Education
Bucknell University 1993 — 1997
BSBA, Management
Dan Blankenship's Bank of America Experience August 2005 - September 2015
Job Director at Barclays
Industry Banking
Experience
Barclays September 2015 - Present
Bank of America August 2005 - September 2015
PwC August 2003 - August 2005
Skills
Series 7, Series 63, Bloomberg Terminal, Accounting, Microsoft Excel, Fixed Income, Securities, Derivatives, Auditing, Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Risk Management, Valuation
Education
Bucknell University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Barclays September 2015 - Present
Bank of America August 2005 - September 2015
PwC August 2003 - August 2005
Skills
Series 7, Series 63, Bloomberg Terminal, Accounting, Microsoft Excel, Fixed Income, Securities, Derivatives, Auditing, Trading, Alternative Investments, Asset Management, Capital Markets, Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Hedge Funds, Investments, Portfolio Management, Risk Management, Valuation
Education
Bucknell University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Laura Messer's Bank of America Experience October 2009 - January 2012
Job Banking Professional
Industry Banking
Experience
unemployed March 2012 - Present
Bank of America October 2009 - January 2012
Bank of America December 1996 - October 2009
Bank of America January 1994 - November 1996
Bank of New England March 1987 - March 1990
Skills
Microsoft Office, Public Speaking, Italian languages, Cashiering, Customer Service, Sales, Office Management, Crunching Numbers, Communication Skills, PowerPoint, Problem Solving, Training, Data Entry, Mortgage Banking
Education
Haverford College 1979 — 1982
Bachelor of Arts, Italian Language and Literature
Bryn Mawr College 1977 — 1979
unemployed March 2012 - Present
Bank of America October 2009 - January 2012
Bank of America December 1996 - October 2009
Bank of America January 1994 - November 1996
Bank of New England March 1987 - March 1990
Skills
Microsoft Office, Public Speaking, Italian languages, Cashiering, Customer Service, Sales, Office Management, Crunching Numbers, Communication Skills, PowerPoint, Problem Solving, Training, Data Entry, Mortgage Banking
Education
Haverford College 1979 — 1982
Bachelor of Arts, Italian Language and Literature
Bryn Mawr College 1977 — 1979
Gregory Pendergrass's Bank of America Experience March 2015 - August 2015
Job Fraud Investigator
Industry Financial Services
Experience
US Army Reserve March 2011 - Present
Bank of America March 2015 - August 2015
Barclaycards US July 2013 - July 2014
Wells Fargo Corp., Loss Management Dept May 2000 - August 2011
US Army Reserve October 2009 - December 2010
US Army Reserve October 2006 - September 2009
US Army Reserve March 2005 - September 2006
US Army Reserve October 2003 - January 2005
Wachovia Financial Corporation January 1985 - January 2000
Skills
Analysis, Leadership, Investigation, Training, Financial Risk
Education
DeVry University 2015 — 2017
Associate Degree, Accounting
University of Pennsylvania 2011 — 2013
VUB
Bucks County Community College 2011 — 2011
Building Efficiency Training Program (Weatherization)
Bucks County Community College
Graduate
University of Pennsylvania
University of Phoenix
Bachelor of Science, Business
US Army Reserve March 2011 - Present
Bank of America March 2015 - August 2015
Barclaycards US July 2013 - July 2014
Wells Fargo Corp., Loss Management Dept May 2000 - August 2011
US Army Reserve October 2009 - December 2010
US Army Reserve October 2006 - September 2009
US Army Reserve March 2005 - September 2006
US Army Reserve October 2003 - January 2005
Wachovia Financial Corporation January 1985 - January 2000
Skills
Analysis, Leadership, Investigation, Training, Financial Risk
Education
DeVry University 2015 — 2017
Associate Degree, Accounting
University of Pennsylvania 2011 — 2013
VUB
Bucks County Community College 2011 — 2011
Building Efficiency Training Program (Weatherization)
Bucks County Community College
Graduate
University of Pennsylvania
University of Phoenix
Bachelor of Science, Business
Jon Huff's Bank of America Experience June 1995 - January 1998
Job Construction Sales Representative at Republic Services Inc
Industry Environmental Services
Experience
Republic Services Inc October 2011 - Present
Yellowbook February 1998 - September 2011
Bank of America June 1995 - January 1998
Skills
Recycling, Solid Waste, Waste Management, Disposal, Waste Reduction, Construction, Sales
Education
Bucknell University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
Republic Services Inc October 2011 - Present
Yellowbook February 1998 - September 2011
Bank of America June 1995 - January 1998
Skills
Recycling, Solid Waste, Waste Management, Disposal, Waste Reduction, Construction, Sales
Education
Bucknell University 1991 — 1995
Bachelor of Science (B.S.), Business Administration and Management, General
William Taksar's Bank of America Experience November 2013 - Present
Job Director GWIM Sr. Compliance Manager at Bank of America
Industry Banking
Experience
Bank of America November 2013 - Present
Citizens Bank 2006 - 2012
Fleet Bank 1990 - 2005
Skills
Federal & State..., Securities, Consumer Lending, Retail Banking, Broker-Dealer Compliance, Bank Secrecy Act, Risk Management, Compliance Program..., OFAC, lending regulations, Deposit regulations, Internal Controls, Manager, Leadership, Internal Audit, Investments, Series 63, Financial Risk, Operational Risk, USA PATRIOT Act, Series 7, Financial Services, Anti Money Laundering, Management, Enterprise Risk..., Risk Assessment, Credit
Education
Braynt College 1986 — 1991
MBA in Management
Bryant College 1977 — 1981
BS in BA
Bank of America November 2013 - Present
Citizens Bank 2006 - 2012
Fleet Bank 1990 - 2005
Skills
Federal & State..., Securities, Consumer Lending, Retail Banking, Broker-Dealer Compliance, Bank Secrecy Act, Risk Management, Compliance Program..., OFAC, lending regulations, Deposit regulations, Internal Controls, Manager, Leadership, Internal Audit, Investments, Series 63, Financial Risk, Operational Risk, USA PATRIOT Act, Series 7, Financial Services, Anti Money Laundering, Management, Enterprise Risk..., Risk Assessment, Credit
Education
Braynt College 1986 — 1991
MBA in Management
Bryant College 1977 — 1981
BS in BA
Mary Edith Alexander's Bank of America Experience January 2004 - Present
Job Curator at Bank of America
Industry Banking
Experience
Bank of America January 2004 - Present
Queens University of Charlotte September 1996 - May 2010
Hodges Taylor Gallery July 1997 - December 2003
Skills
Museum Collections, Microsoft Office, Project Management, Adobe Creative Suite, Graphic Design, Photography, Research, PowerPoint, History, Microsoft Excel, Photoshop, Fine Art, Art History
Education
Cranbrook Academy of Art
Master of Fine Arts (MFA), Painting
Guilford College
Bachelor of Fine Arts (BFA), Painting; Minor-Art History & Printmaking
Bryn Mawr College
Bank of America January 2004 - Present
Queens University of Charlotte September 1996 - May 2010
Hodges Taylor Gallery July 1997 - December 2003
Skills
Museum Collections, Microsoft Office, Project Management, Adobe Creative Suite, Graphic Design, Photography, Research, PowerPoint, History, Microsoft Excel, Photoshop, Fine Art, Art History
Education
Cranbrook Academy of Art
Master of Fine Arts (MFA), Painting
Guilford College
Bachelor of Fine Arts (BFA), Painting; Minor-Art History & Printmaking
Bryn Mawr College
Roxanne Donoyan's Bank of America Experience April 2001 - July 2008
Job Administrative Assistant at State of Rhode Island
Industry Government Administration
Experience
State of Rhode Island January 2011 - Present
Rhode Island Department of Revenue/Division of Taxation February 2010 - June 2010
Bank of America April 2001 - July 2008
Paine Webber, Inc. (now UBS Financial Services Inc.) August 1979 - August 1996
Skills
Attention to meeting..., ded. Proficient in...
Education
Bryant University 1977 — 1979
Associate of Science (A.S.), Secretarial Studies
State of Rhode Island January 2011 - Present
Rhode Island Department of Revenue/Division of Taxation February 2010 - June 2010
Bank of America April 2001 - July 2008
Paine Webber, Inc. (now UBS Financial Services Inc.) August 1979 - August 1996
Skills
Attention to meeting..., ded. Proficient in...
Education
Bryant University 1977 — 1979
Associate of Science (A.S.), Secretarial Studies
Steve Kolasinski's Bank of America Experience September 2014 - Present
Job Director, Retail/Consumer Sr. Compliance Manager at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
Merrill Lynch July 2011 - Present
Merrill Lynch September 2006 - June 2011
Banc of America Investment Services, Inc. 2005 - 2006
Skills
Compliance, Loans, Internal Audit, Operational Risk, Risk Management, Strategic Financial..., Credit Risk, Mutual Funds, Portfolio Management, Due Diligence, Finance, Financial Risk, Mortgage Lending, Auditing, Internal Controls, Asset Management, Sarbanes-Oxley Act, Fraud, Corporate Governance, KYC, Operational Risk..., Financial Services, Corporate Finance, Insurance, Securities, Investments, Enterprise Risk..., Mergers & Acquisitions, Credit, AML, Financial Analysis, Banking, Anti Money Laundering
Education
Bryant College 1994 — 1998
Bachelor of Science (B.S.), Finance and Financial Management Services
Bank of America September 2014 - Present
Merrill Lynch July 2011 - Present
Merrill Lynch September 2006 - June 2011
Banc of America Investment Services, Inc. 2005 - 2006
Skills
Compliance, Loans, Internal Audit, Operational Risk, Risk Management, Strategic Financial..., Credit Risk, Mutual Funds, Portfolio Management, Due Diligence, Finance, Financial Risk, Mortgage Lending, Auditing, Internal Controls, Asset Management, Sarbanes-Oxley Act, Fraud, Corporate Governance, KYC, Operational Risk..., Financial Services, Corporate Finance, Insurance, Securities, Investments, Enterprise Risk..., Mergers & Acquisitions, Credit, AML, Financial Analysis, Banking, Anti Money Laundering
Education
Bryant College 1994 — 1998
Bachelor of Science (B.S.), Finance and Financial Management Services
Andrew Sosa's Bank of America Experience August 2000 - September 2004
Job Group Lead Business Content Solutions at Church Pension Group
Industry Information Technology and Services
Experience
Church Pension Group February 2007 - Present
Canon USA November 2004 - February 2007
Bank of America August 2000 - September 2004
Skills
Software Project..., ITIL, SDLC, Oracle, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Disaster Recovery, Business Intelligence, Vendor Management, IT Strategy, Enterprise Content..., Alfresco, Interwoven, MS Project, PowerSteering, Software Quality..., User Acceptance Testing, RFID+, GDS, Workflow Management, Vizio, Business Process Mapping
Education
Bucknell University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and International Economics
Church Pension Group February 2007 - Present
Canon USA November 2004 - February 2007
Bank of America August 2000 - September 2004
Skills
Software Project..., ITIL, SDLC, Oracle, Business Analysis, Agile Methodologies, Requirements Analysis, SQL, Disaster Recovery, Business Intelligence, Vendor Management, IT Strategy, Enterprise Content..., Alfresco, Interwoven, MS Project, PowerSteering, Software Quality..., User Acceptance Testing, RFID+, GDS, Workflow Management, Vizio, Business Process Mapping
Education
Bucknell University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance and International Economics
Charissa Lockett's Bank of America Experience September 2014 - Present
Job Personal Banker at Bank of America
Industry Banking
Experience
Bank of America September 2014 - Present
Mealey's Furniture May 2002 - February 2015
LA Fitness September 2005 - January 2013
Skills
Merchandising, Customer Service, Negotiation, Office Management, Retail, Sales, Sales Management
Education
Bucks County Community College 2000 — 2002
Accounting and Business/Management
Holy Family University 1999 — 2000
Accounting and Business/Management
Bank of America September 2014 - Present
Mealey's Furniture May 2002 - February 2015
LA Fitness September 2005 - January 2013
Skills
Merchandising, Customer Service, Negotiation, Office Management, Retail, Sales, Sales Management
Education
Bucks County Community College 2000 — 2002
Accounting and Business/Management
Holy Family University 1999 — 2000
Accounting and Business/Management
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS