Bank of America Capital Management
Description
Address: 100 Federal St, Boston, MA 02110 Phone: (877) 227-7050: Website: Place name: Category: : : Hours: : : : Website: http://www.bofacapital.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of BofA Global Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
Bank of America Capital Management 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 Capital Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Capital Management Salaries. You can even request information on how much does Bank of America Capital Management pay if you want to. Learn about salaries, pros and cons of working for Bank of America Capital Management 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!
26 Bank of America Capital Management employees in database. Find out everything there's to know about Bank of America Capital Management 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 Capital Management Employees
Employee
Years
Job
Industry
Rafael Villagran Rafael Villagran's Bank of America Capital Management Experience 1995 - 1998
Job Investment Management Consultant
Industry Financial Services
Experience
The Villagran Matrix, LLC 2011 - Present
Merriman Wealth Management, LLC 2013 - 2014
Rigel Capital Management, Inc. 2002 - 2010
Genesia Capital Advisors, LLC 2007 - 2009
Sound Capital Partners, Division of Burridge Group (an Affiliated Managers Group company) 1998 - 2002
Bank of America Capital Management 1995 - 1998
Lehman Brothers 1987 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Valuation, Equity Capital Markets, Bond Markets, Alternative Investments, Due Diligence, Risk Management, Corporate Finance, Mutual Funds
Education
Pace University
BBA
Seattle Pacific University
The Villagran Matrix, LLC 2011 - Present
Merriman Wealth Management, LLC 2013 - 2014
Rigel Capital Management, Inc. 2002 - 2010
Genesia Capital Advisors, LLC 2007 - 2009
Sound Capital Partners, Division of Burridge Group (an Affiliated Managers Group company) 1998 - 2002
Bank of America Capital Management 1995 - 1998
Lehman Brothers 1987 - 1995
Skills
Investments, Portfolio Management, Asset Allocation, Valuation, Equity Capital Markets, Bond Markets, Alternative Investments, Due Diligence, Risk Management, Corporate Finance, Mutual Funds
Education
Pace University
BBA
Seattle Pacific University
Mark Goodson Mark Goodson's Bank of America Capital Management Experience 2001 - 2002
Job Owner at Accounting Professionals
Industry Capital Markets
Experience
Accounting Professionals of Asheville June 2012 - Present
Goodson Tax and Accounting Services, LLC 2004 - Present
First Ballantyne LLC May 2009 - May 2014
Tiden Capital LLC August 2007 - April 2009
PCM 2002 - 2009
Argent Management Company May 2002 - August 2007
Argent Funds Group 2002 - 2007
Bank of America Capital Management 2001 - 2002
Wachovia Securities 1998 - 2001
CapTrust 1998 - 1999
Skills
Quickbooks, Individual Taxes, Corporate Taxes, Accounting, Financial Reporting, Tax, Financial Analysis, Compliance, Banking, Financial Accounting, Securities, Hedge Funds, Financial Planning, Investments, Balance, Financial Modeling, Reconciliation, Equities, Fixed Income, Variance Analysis, Alternative Investments, Capital Markets, Account Reconciliation, FINRA, Finance, Internal Controls, Tax Preparation, Auditing, Strategic Financial..., Asset Management
Education
Georgia State University 1984 — 1987
MBA, Finance
Guilford College 1979 — 1981
BAS, Accounting
Accounting Professionals of Asheville June 2012 - Present
Goodson Tax and Accounting Services, LLC 2004 - Present
First Ballantyne LLC May 2009 - May 2014
Tiden Capital LLC August 2007 - April 2009
PCM 2002 - 2009
Argent Management Company May 2002 - August 2007
Argent Funds Group 2002 - 2007
Bank of America Capital Management 2001 - 2002
Wachovia Securities 1998 - 2001
CapTrust 1998 - 1999
Skills
Quickbooks, Individual Taxes, Corporate Taxes, Accounting, Financial Reporting, Tax, Financial Analysis, Compliance, Banking, Financial Accounting, Securities, Hedge Funds, Financial Planning, Investments, Balance, Financial Modeling, Reconciliation, Equities, Fixed Income, Variance Analysis, Alternative Investments, Capital Markets, Account Reconciliation, FINRA, Finance, Internal Controls, Tax Preparation, Auditing, Strategic Financial..., Asset Management
Education
Georgia State University 1984 — 1987
MBA, Finance
Guilford College 1979 — 1981
BAS, Accounting
Emmanuel Labrinos Emmanuel Labrinos's Bank of America Capital Management Experience May 1997 - December 2004
Job Senior Partner at Peridiem Global Investors
Industry Financial Services
Experience
Peridiem Global Investors January 2011 - Present
Nuveen Investments April 2005 - December 2010
Bank of America Capital Management May 1997 - December 2004
Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Capital Markets, Bloomberg, Asset Allocation, Bonds, Financial Modeling, Mutual Funds, Securities, Derivatives
Education
University of San Diego 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Cincinnati 1979 — 1984
Bachelor of Science (BS), Electrical and Electronics Engineering
Peridiem Global Investors January 2011 - Present
Nuveen Investments April 2005 - December 2010
Bank of America Capital Management May 1997 - December 2004
Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Management, Hedge Funds, Alternative Investments, Capital Markets, Bloomberg, Asset Allocation, Bonds, Financial Modeling, Mutual Funds, Securities, Derivatives
Education
University of San Diego 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Cincinnati 1979 — 1984
Bachelor of Science (BS), Electrical and Electronics Engineering
Dana Klein Dana Klein's Bank of America Capital Management Experience 2002 - 2004
Job Vice President, Sales Strategy and Planning at American Beacon Advisors
Industry Investment Management
Experience
American Beacon Advisors June 2012 - Present
Destra Capital April 2011 - June 2012
Janus Capital Group November 2004 - March 2011
Bank of America Capital Management 2002 - 2004
Schwab Institutional 2000 - 2002
Van Kampen Investments 1990 - 2000
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Hedge Funds, Asset Managment, Wealth Management, ETFs, Equities, Securities, Investment Management, Fixed Income, Series 65, Managing Accounts, Investment Advisory, Investment Strategies, Fixed Annuities
Education
The George Washington University
American Beacon Advisors June 2012 - Present
Destra Capital April 2011 - June 2012
Janus Capital Group November 2004 - March 2011
Bank of America Capital Management 2002 - 2004
Schwab Institutional 2000 - 2002
Van Kampen Investments 1990 - 2000
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Hedge Funds, Asset Managment, Wealth Management, ETFs, Equities, Securities, Investment Management, Fixed Income, Series 65, Managing Accounts, Investment Advisory, Investment Strategies, Fixed Annuities
Education
The George Washington University
Paul Teten, CFA Paul Teten, CFA's Bank of America Capital Management Experience 1999 - 2003
Job Chief Investment Officer at Capital One Asset Management, LLC
Industry Investment Management
Experience
Capital One Asset Management, LLC June 2014 - Present
Capital One Asset Management, LLC April 2004 - Present
Captial One Asset Management 2005 - 2013
Bank of America Capital Management 1999 - 2003
Criterion Investment Management Co September 1976 - December 1993
Skills
Investments, Asset Management, Financial Analysis, Investment strategy..., Construction and..., Production of economic..., Manage a team of..., Lead/participate in..., Interest Rate..., Fundamental analysis of..., Asset Allocation, Banking, Equities, Financial Markets, Fixed Income, Leadership, Mutual Funds, Portfolio Management, Risk Management, Valuation, Wealth Management
Education
The University of Texas at Austin 1969 — 1976
MBA, Capital Markets
Austin High School
Austin High School
Capital One Asset Management, LLC June 2014 - Present
Capital One Asset Management, LLC April 2004 - Present
Captial One Asset Management 2005 - 2013
Bank of America Capital Management 1999 - 2003
Criterion Investment Management Co September 1976 - December 1993
Skills
Investments, Asset Management, Financial Analysis, Investment strategy..., Construction and..., Production of economic..., Manage a team of..., Lead/participate in..., Interest Rate..., Fundamental analysis of..., Asset Allocation, Banking, Equities, Financial Markets, Fixed Income, Leadership, Mutual Funds, Portfolio Management, Risk Management, Valuation, Wealth Management
Education
The University of Texas at Austin 1969 — 1976
MBA, Capital Markets
Austin High School
Austin High School
Greg Clark's Bank of America Capital Management Experience May 1998 - May 2000
Job Vice President, Emerging Technologies, SCRA Technology Ventures
Industry Venture Capital & Private Equity
Experience
SCRA Technology Ventures November 2010 - Present
USC Moore School of Business Faber Entrepreneurship Center June 2015 - Present
AMCREF Community Capital, LLC September 2013 - Present
USC/Columbia Technology Incubator June 2012 - Present
Riverside Property Management, Inc. February 2004 - December 2010
ING Capital LLC May 2000 - February 2004
Bank of America Capital Management May 1998 - May 2000
Seibels Bruce Group August 1996 - May 1998
Skills
Mergers, Start-ups, Financial Analysis, Strategic Planning, Business Development, Portfolio Management, Venture Capital, Emerging Technologies, Intellectual Property, Corporate Finance, Mergers & Acquisitions, Contract Negotiation, Equities, Management, Leadership, Program Management, Business Strategy, Management Consulting, Investment Banking, Business Planning, Strategy, Entrepreneurship, Data Analysis, Finance, Investments, Product Development, Cross-functional Team..., Project Management, Strategic Partnerships, Executive Management, Financial Services, Analysis, Business Process..., Risk Management, Commercialization, Process Improvement, Competitive Analysis, Due Diligence, Private Equity, Corporate Development, Structured Finance, Business Analysis
Education
University of North Carolina at Chapel Hill
BA, Economics
University of South Carolina - The Moore School of Business
MBA, Finance
SCRA Technology Ventures November 2010 - Present
USC Moore School of Business Faber Entrepreneurship Center June 2015 - Present
AMCREF Community Capital, LLC September 2013 - Present
USC/Columbia Technology Incubator June 2012 - Present
Riverside Property Management, Inc. February 2004 - December 2010
ING Capital LLC May 2000 - February 2004
Bank of America Capital Management May 1998 - May 2000
Seibels Bruce Group August 1996 - May 1998
Skills
Mergers, Start-ups, Financial Analysis, Strategic Planning, Business Development, Portfolio Management, Venture Capital, Emerging Technologies, Intellectual Property, Corporate Finance, Mergers & Acquisitions, Contract Negotiation, Equities, Management, Leadership, Program Management, Business Strategy, Management Consulting, Investment Banking, Business Planning, Strategy, Entrepreneurship, Data Analysis, Finance, Investments, Product Development, Cross-functional Team..., Project Management, Strategic Partnerships, Executive Management, Financial Services, Analysis, Business Process..., Risk Management, Commercialization, Process Improvement, Competitive Analysis, Due Diligence, Private Equity, Corporate Development, Structured Finance, Business Analysis
Education
University of North Carolina at Chapel Hill
BA, Economics
University of South Carolina - The Moore School of Business
MBA, Finance
Aimée Huff, CFP, CFA Aimée Huff, CFP, CFA's Bank of America Capital Management Experience June 1996 - June 1998
Job Senior Vice President at ICON Consulting
Industry Financial Services
Experience
ICON Consulting September 2012 - Present
MWBoone and Associates, LLC July 2005 - July 2012
Sound Capital Partners July 1998 - December 2004
Bank of America Capital Management June 1996 - June 1998
Skills
Portfolio Management, Alternative Investments, Estate Planning, High Net Worth..., Holistic Financial..., Income for Life, Executive Benefit..., Life Planning, Values Based Financial..., Retirement Planning, College Savings Plans, Life Transitions, Goal Analysis, Risk Management, Disability Insurance, Long Term Care Insurance, Cashflow Analysis, Comprehensive Financial..., Real Estate Analysis, Distribution Strategies, Life Insurance, Tax-Advantaged..., Securities Analysis, Budgets, Education Planning, Employee Stock Options, Communication, Financial Planning, Spend Analysis, Wealth Management, Investments, Asset Allocation, Mutual Funds, Investment Management, Securities, Finance, Equities
Education
Seattle University
BA in Business Adminstration, Finance & Economics
Shorewood High School
ICON Consulting September 2012 - Present
MWBoone and Associates, LLC July 2005 - July 2012
Sound Capital Partners July 1998 - December 2004
Bank of America Capital Management June 1996 - June 1998
Skills
Portfolio Management, Alternative Investments, Estate Planning, High Net Worth..., Holistic Financial..., Income for Life, Executive Benefit..., Life Planning, Values Based Financial..., Retirement Planning, College Savings Plans, Life Transitions, Goal Analysis, Risk Management, Disability Insurance, Long Term Care Insurance, Cashflow Analysis, Comprehensive Financial..., Real Estate Analysis, Distribution Strategies, Life Insurance, Tax-Advantaged..., Securities Analysis, Budgets, Education Planning, Employee Stock Options, Communication, Financial Planning, Spend Analysis, Wealth Management, Investments, Asset Allocation, Mutual Funds, Investment Management, Securities, Finance, Equities
Education
Seattle University
BA in Business Adminstration, Finance & Economics
Shorewood High School
Kerry Perl Kerry Perl's Bank of America Capital Management Experience June 2001 - April 2004
Job Financial Services Professional
Industry Investment Management
Experience
Renaissance Consulting, LLC November 2008 - Present
BNY Mellon Wealth Management March 2006 - November 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Management June 2001 - April 2004
Nations Funds, Distributor Stephens Inc. February 1999 - June 2001
Nations Funds, Distributor Stephens Inc. September 1996 - February 1999
Nations Funds, Distributor Stephens Inc. August 1995 - September 1996
Nations Funds, Distributor Stephens Inc. September 1994 - August 1995
NationsBank Services Co., Change & Information Management August 1993 - September 1994
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology, English, Theology
Renaissance Consulting, LLC November 2008 - Present
BNY Mellon Wealth Management March 2006 - November 2008
Columbia Management April 2004 - August 2004
Bank of America Capital Management June 2001 - April 2004
Nations Funds, Distributor Stephens Inc. February 1999 - June 2001
Nations Funds, Distributor Stephens Inc. September 1996 - February 1999
Nations Funds, Distributor Stephens Inc. August 1995 - September 1996
Nations Funds, Distributor Stephens Inc. September 1994 - August 1995
NationsBank Services Co., Change & Information Management August 1993 - September 1994
Education
Georgetown University 1989 — 1993
Bachelor of Arts, Psychology, English, Theology
Amanda Urrutia's Bank of America Capital Management Experience August 2002 - December 2002
Job Senior Recruiter, Sales and Customer Success
Industry Marketing and Advertising
Experience
Marin Software October 2013 - Present
Kiva.org October 2012 - October 2013
Aegis Media March 2008 - August 2012
iProspect June 2011 - December 2011
iProspect January 2010 - June 2011
iProspect March 2008 - December 2009
Coldwell Banker Real Estate October 2004 - January 2008
Coldwell Banker Real Estate February 2003 - October 2004
Bank of America Capital Management August 2002 - December 2002
Skills
Employee Relations, Digital Marketing, Marketing, Recruiting, Marketing Strategy, ADP Payroll, Performance Management, Employee Benefits, Talent Management, Applicant Tracking..., Employee Engagement, Employee Recognition, Career Development, Online Marketing, Interviews, Training, Human Resources, Organizational..., Employee Training, Personnel Management, New Hire Orientations, Benefits Administration, Management, Hiring, Payroll
Education
University of San Francisco 1998 — 2002
BA, Psychology
Marin Software October 2013 - Present
Kiva.org October 2012 - October 2013
Aegis Media March 2008 - August 2012
iProspect June 2011 - December 2011
iProspect January 2010 - June 2011
iProspect March 2008 - December 2009
Coldwell Banker Real Estate October 2004 - January 2008
Coldwell Banker Real Estate February 2003 - October 2004
Bank of America Capital Management August 2002 - December 2002
Skills
Employee Relations, Digital Marketing, Marketing, Recruiting, Marketing Strategy, ADP Payroll, Performance Management, Employee Benefits, Talent Management, Applicant Tracking..., Employee Engagement, Employee Recognition, Career Development, Online Marketing, Interviews, Training, Human Resources, Organizational..., Employee Training, Personnel Management, New Hire Orientations, Benefits Administration, Management, Hiring, Payroll
Education
University of San Francisco 1998 — 2002
BA, Psychology
Judy Yang's Bank of America Capital Management Experience 1999 - 2000
Job Managing Director at State Street
Industry Financial Services
Experience
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
State Street October 2014 - Present
Aviva Investors January 2011 - August 2014
Wells Capital Management January 2001 - January 2011
Wachovia - Evergreen Investments 2001 - June 2009
Bank of America Capital Management 1999 - 2000
The Northern Trust Company 1997 - 1999
The Northern Trust Company 1994 - 1997
The Northern Trust Company 1988 - 1994
Skills
Portfolio Management, Risk Management, Mutual Funds, Investment Strategies, Strategic Planning, Equities, Trading, Asset Management, Securities, Finance, Financial Services, Leadership, Asset Allocation, Business Development, Fixed Income, Business Strategy, Start-ups, Management, Program Management, CRM, Project Management, Financial Analysis, Financial Modeling, Hedge Funds, Bloomberg, Alternative Investments, Investment Management, Investments, Relationship Management, Strategy, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2007
Wachovia Executive Leadership Program
Loyola University Chicago 1989 — 2001
MBA, Finance, International Business
Illinois State University 1984 — 1988
B.S., Applied Computer Science
John Zimmerman, CFA John Zimmerman, CFA's Bank of America Capital Management Experience October 1998 - June 2004
Job President at Denver Investments
Industry Investment Management
Experience
Denver Investments June 2013 - Present
Northern Lights Capital Group August 2007 - March 2013
Janus Capital Group June 2004 - August 2007
Bank of America Capital Management October 1998 - June 2004
Conning Asset Management March 1997 - October 1998
Bank of America Capital Management (Boatmen's Trust Company) July 1987 - March 1997
Boeing Corporation (McDonnell Douglas) June 1985 - July 1987
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Mergers, Wealth Management, Fixed Income, Mergers & Acquisitions, Strategy, Venture Capital, Asset Allocation, Equities, Capital Markets, Equity Research, Asset Managment, Investment Advisory, Due Diligence, Wealth Management..., Financial Modeling, Valuation, Management, Private Equity, Investment Strategies, Investment Management, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Corporate Finance, Securities, Series 7, Series 63, Investor Relations, Financial Services, FINRA, Bloomberg, Equity Valuation, Investment Banking, ETFs, Bonds, Private Placements, Financial Markets, Institutional..., Financial Advisory, Series 24, Trading, Emerging Markets, Fund Of Funds, Separately Managed..., Equity Trading
Education
Saint Louis University 1985 — 1987
MBA, Business
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Business
Denver Investments June 2013 - Present
Northern Lights Capital Group August 2007 - March 2013
Janus Capital Group June 2004 - August 2007
Bank of America Capital Management October 1998 - June 2004
Conning Asset Management March 1997 - October 1998
Bank of America Capital Management (Boatmen's Trust Company) July 1987 - March 1997
Boeing Corporation (McDonnell Douglas) June 1985 - July 1987
Skills
Asset Management, Investments, Business Strategy, Portfolio Management, Mergers, Wealth Management, Fixed Income, Mergers & Acquisitions, Strategy, Venture Capital, Asset Allocation, Equities, Capital Markets, Equity Research, Asset Managment, Investment Advisory, Due Diligence, Wealth Management..., Financial Modeling, Valuation, Management, Private Equity, Investment Strategies, Investment Management, Finance, Mutual Funds, Hedge Funds, Alternative Investments, Corporate Finance, Securities, Series 7, Series 63, Investor Relations, Financial Services, FINRA, Bloomberg, Equity Valuation, Investment Banking, ETFs, Bonds, Private Placements, Financial Markets, Institutional..., Financial Advisory, Series 24, Trading, Emerging Markets, Fund Of Funds, Separately Managed..., Equity Trading
Education
Saint Louis University 1985 — 1987
MBA, Business
University of Missouri-Columbia, College of Business 1981 — 1985
BSBA, Business
Scott Grimberg Scott Grimberg's Bank of America Capital Management Experience May 2000 - November 2004
Job Portfolio Manager at CalPERS
Industry Financial Services
Experience
CalPERS December 2013 - Present
Peridiem Global Investors April 2013 - November 2013
Minlam Asset Management August 2010 - November 2012
Pareto Partners, a BNY Mellon Company August 2006 - August 2010
Nuveen Asset Management December 2004 - August 2006
Bank of America Capital Management May 2000 - November 2004
Miller Tabak Roberts Securities, LLC January 1999 - April 2000
S&P November 1996 - January 1999
DAI, Inc. December 1995 - October 1996
Skills
Emerging Markets, Fixed Income, Asset Managment, Credit Analysis, Currency, Sovereign, Hedge Funds, Alternative Investments, Investment Strategies, Bonds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Financial Markets, Asset Management, Derivatives, Investment Management, Investment Banking, High Yield, Investments, FX Options, Bloomberg, Equity Research, Structured Products, Securities, Series 7, Trading, ETFs, Mutual Funds, Options, Credit Derivatives, Equity Valuation, Fund Of Funds, Valuation
Education
New York University 1994 — 1997
Graduate School of Arts and Sciences, Economics
Brandeis University 1987 — 1991
BA, Economics
CalPERS December 2013 - Present
Peridiem Global Investors April 2013 - November 2013
Minlam Asset Management August 2010 - November 2012
Pareto Partners, a BNY Mellon Company August 2006 - August 2010
Nuveen Asset Management December 2004 - August 2006
Bank of America Capital Management May 2000 - November 2004
Miller Tabak Roberts Securities, LLC January 1999 - April 2000
S&P November 1996 - January 1999
DAI, Inc. December 1995 - October 1996
Skills
Emerging Markets, Fixed Income, Asset Managment, Credit Analysis, Currency, Sovereign, Hedge Funds, Alternative Investments, Investment Strategies, Bonds, Equities, Asset Allocation, Capital Markets, Portfolio Management, Financial Markets, Asset Management, Derivatives, Investment Management, Investment Banking, High Yield, Investments, FX Options, Bloomberg, Equity Research, Structured Products, Securities, Series 7, Trading, ETFs, Mutual Funds, Options, Credit Derivatives, Equity Valuation, Fund Of Funds, Valuation
Education
New York University 1994 — 1997
Graduate School of Arts and Sciences, Economics
Brandeis University 1987 — 1991
BA, Economics
Wendy Woodson's Bank of America Capital Management Experience August 2002 - May 2004
Job Secondary ESL Teacher
Industry Primary/Secondary Education
Experience
W.H. Adamson High School August 2014 - Present
Stay at home Parent April 2008 - August 2014
Bank of America June 2007 - February 2008
New Revenue Solutions May 2004 - June 2007
Bank of America Capital Management August 2002 - May 2004
Fidelity Investments January 1996 - January 2002
Skills
Client Service, Building Relationships, Inside Sales, Style Consultant, Sales, Customer Retention, Marketing, Selling Skills, Advertising, Recruiting, Financial Services, New Business Development, Account Management, Management, Cold Calling, Leadership, CRM, Public Speaking, Business Development, Selling, Training, Sales Operations, Marketing Communications, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Advertising, Social Media, B2B, Negotiation, Event Planning, Strategy, Time Management, Direct Sales, Sales Presentations, Direct Marketing, Client Services, Customer Service, Fashion, Lead Generation, Marketing Strategy, Online Marketing, Program Management, Sales Management, Social Networking, Public Relations, Sales Process, Email Marketing, Team Building, Advertising Sales
Education
The University of Texas at Austin 1989 — 1993
B.A., English Literature
The University of Texas at Austin
Bachelor of Arts (English)
W.H. Adamson High School August 2014 - Present
Stay at home Parent April 2008 - August 2014
Bank of America June 2007 - February 2008
New Revenue Solutions May 2004 - June 2007
Bank of America Capital Management August 2002 - May 2004
Fidelity Investments January 1996 - January 2002
Skills
Client Service, Building Relationships, Inside Sales, Style Consultant, Sales, Customer Retention, Marketing, Selling Skills, Advertising, Recruiting, Financial Services, New Business Development, Account Management, Management, Cold Calling, Leadership, CRM, Public Speaking, Business Development, Selling, Training, Sales Operations, Marketing Communications, Customer Satisfaction, Social Media Marketing, Strategic Planning, Online Advertising, Social Media, B2B, Negotiation, Event Planning, Strategy, Time Management, Direct Sales, Sales Presentations, Direct Marketing, Client Services, Customer Service, Fashion, Lead Generation, Marketing Strategy, Online Marketing, Program Management, Sales Management, Social Networking, Public Relations, Sales Process, Email Marketing, Team Building, Advertising Sales
Education
The University of Texas at Austin 1989 — 1993
B.A., English Literature
The University of Texas at Austin
Bachelor of Arts (English)
Patti Haffner's Bank of America Capital Management Experience 1988 - 2001
Job Consultant at ACG
Industry Financial Services
Experience
ACG January 2003 - Present
Bank of America 1988 - 2001
Bank of America Capital Management 1988 - 2001
Boatmen's Trust Company 1987 - 1997
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Investment Management, Wealth Management, Capital Markets, Financial Services, Valuation, Financial Advisory, Alternative Investments, Fixed Income, Private Equity, Investment Advisory, Equity Research, Financial Modeling, Financial Analysis, Strategic Financial...
Education
University of Missouri-Saint Louis 1978 — 1979
BA, Finance & Marketing
ACG January 2003 - Present
Bank of America 1988 - 2001
Bank of America Capital Management 1988 - 2001
Boatmen's Trust Company 1987 - 1997
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Investment Management, Wealth Management, Capital Markets, Financial Services, Valuation, Financial Advisory, Alternative Investments, Fixed Income, Private Equity, Investment Advisory, Equity Research, Financial Modeling, Financial Analysis, Strategic Financial...
Education
University of Missouri-Saint Louis 1978 — 1979
BA, Finance & Marketing
Monique Shepherd's Bank of America Capital Management Experience January 2000 - January 2002
Job Epic Principal Trainer at MD Anderson Cancer Center
Industry Hospital & Health Care
Experience
MD Anderson Cancer Center Epic Go-Live ConsultantSanta Rosa ConsultingApril 2013 - May 2013
314e Corporation February 2013 - February 2013
Santa Rosa Consulting December 2012 - January 2013
AIG SunAmerica September 2006 - June 2009
E*TRADE FINANCIAL CORPORATION March 2005 - August 2006
Rydex Investments June 2004 - March 2005
BANK OF AMERICA January 2000 - January 2004
Bank of America Capital Management January 2000 - January 2002
AIM MANAGEMENT(Currently INVESCO) January 1998 - January 2000
KAMPEN AMERICAN CAPITAL January 1996 - January 1998
Skills
Investment Advisory, Due Diligence, Investments, Mutual Funds, Securities, SEC filings, Internal Controls, Auditing, Risk Management, Financial Risk, Healthcare Information..., Epic Systems, Compliance, Consulting, SEC reporting
Education
Prairie View A&M University
MBA; projected
Dillard University
BA, Business Management/Finance
Willowridge High school
MD Anderson Cancer Center Epic Go-Live ConsultantSanta Rosa ConsultingApril 2013 - May 2013
314e Corporation February 2013 - February 2013
Santa Rosa Consulting December 2012 - January 2013
AIG SunAmerica September 2006 - June 2009
E*TRADE FINANCIAL CORPORATION March 2005 - August 2006
Rydex Investments June 2004 - March 2005
BANK OF AMERICA January 2000 - January 2004
Bank of America Capital Management January 2000 - January 2002
AIM MANAGEMENT(Currently INVESCO) January 1998 - January 2000
KAMPEN AMERICAN CAPITAL January 1996 - January 1998
Skills
Investment Advisory, Due Diligence, Investments, Mutual Funds, Securities, SEC filings, Internal Controls, Auditing, Risk Management, Financial Risk, Healthcare Information..., Epic Systems, Compliance, Consulting, SEC reporting
Education
Prairie View A&M University
MBA; projected
Dillard University
BA, Business Management/Finance
Willowridge High school
Jill Kacich's Bank of America Capital Management Experience 2000 - 2006
Job Compliance Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America 2000 - 2007
Bank of America/Columbia Management 2000 - 2006
Bank of America Capital Management 2000 - 2006
Conning Asset Management 1999 - 2001
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Wellington Management Senior Compliance ManagerColumbia Management2000 - 2007
Bank of America 2000 - 2007
Bank of America/Columbia Management 2000 - 2006
Bank of America Capital Management 2000 - 2006
Conning Asset Management 1999 - 2001
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Dan Skubiz's Bank of America Capital Management Experience 1997 - 2000
Job Senior Portfolio Manager at Missouri Valley Partners
Industry Research
Experience
Missouri Valley Partners July 2012 - Present
Markit November 2011 - July 2012
QSG (now Markit) April 2008 - November 2011
Missouri Valley Partners July 2005 - March 2008
Fifth Third Asset Management April 2000 - July 2005
Bank of America Capital Management 1997 - 2000
Bank of America and predecessor organizations 1993 - 2000
Skills
Investments, Portfolio Management, Equities, Equity Research, Asset Managment, Derivatives, Portfolio Optimization, Quantitative Analytics, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Investment Strategies, Trading, Financial Analysis, Investment Management, Valuation, Fixed Income, Risk Management, Capital Markets, Asset Allocation, Options, Quantitative Finance
Education
Saint Louis University 1994 — 1996
MBA, Finance
University of Tulsa 1989 — 1993
BSBA, Finance and Accounting
Missouri Valley Partners July 2012 - Present
Markit November 2011 - July 2012
QSG (now Markit) April 2008 - November 2011
Missouri Valley Partners July 2005 - March 2008
Fifth Third Asset Management April 2000 - July 2005
Bank of America Capital Management 1997 - 2000
Bank of America and predecessor organizations 1993 - 2000
Skills
Investments, Portfolio Management, Equities, Equity Research, Asset Managment, Derivatives, Portfolio Optimization, Quantitative Analytics, Bloomberg, Financial Modeling, Hedge Funds, Alternative Investments, Investment Strategies, Trading, Financial Analysis, Investment Management, Valuation, Fixed Income, Risk Management, Capital Markets, Asset Allocation, Options, Quantitative Finance
Education
Saint Louis University 1994 — 1996
MBA, Finance
University of Tulsa 1989 — 1993
BSBA, Finance and Accounting
Tim Kafesjian's Bank of America Capital Management Experience 1984 - 2003
Job SVP, Investment Operations at Athene Asset Management, L.P.
Industry Investment Management
Experience
Athene Asset Management, L.P. October 2014 - Present
Nuveen Investments April 2008 - October 2014
Mellon Financial 2003 - 2008
Bank of America Capital Management 1984 - 2003
Skills
Outsourcing, Fixed Income, Financial Analysis, Accounting, Trading, Finance, Derivatives, Back Office, Asset Management, Mutual Funds, Fund Accounting, CRM, Financial Services, Portfolio Management, Securities, Hedge Funds, Equities, Middle Office
Education
California State University, Fresno 1979 — 1984
BS, Agri-Finance
Athene Asset Management, L.P. October 2014 - Present
Nuveen Investments April 2008 - October 2014
Mellon Financial 2003 - 2008
Bank of America Capital Management 1984 - 2003
Skills
Outsourcing, Fixed Income, Financial Analysis, Accounting, Trading, Finance, Derivatives, Back Office, Asset Management, Mutual Funds, Fund Accounting, CRM, Financial Services, Portfolio Management, Securities, Hedge Funds, Equities, Middle Office
Education
California State University, Fresno 1979 — 1984
BS, Agri-Finance
Glenn Dellinger, CFA's Bank of America Capital Management Experience December 1997 - August 2004
Job Corporate Credit Analyst at SunTrust Bank Wealth and Investment Management
Industry Investment Management
Experience
SunTrust Bank Wealth and Investment Management April 2013 - Present
Commonweatlh of Virginia Treasury Department August 2010 - April 2013
Columbia Management Group September 2004 - September 2008
Bank of America Capital Management December 1997 - August 2004
Banc One Investment Advisors 1994 - 1997
Lincoln National Investment Management 1980 - 1991
Skills
Portfolio Management, Investments, Bonds, Credit, Trading, Municipal, Fixed Income, Credit Analysis, Municipalities, Securities, Insurance, Wealth Management, Financial Analysis, Asset Management, Investment Management, Financial Risk, Bloomberg, ABS, Capital Markets, Structured Finance, Credit Risk, Mutual Funds
Education
Indiana University - Kelley School of Business 1979 — 1980
MBA, Finance/Banking
Indiana University Bloomington 1974 — 1978
BA, Botany and Chemistry
Sweet Home High School
SunTrust Bank Wealth and Investment Management April 2013 - Present
Commonweatlh of Virginia Treasury Department August 2010 - April 2013
Columbia Management Group September 2004 - September 2008
Bank of America Capital Management December 1997 - August 2004
Banc One Investment Advisors 1994 - 1997
Lincoln National Investment Management 1980 - 1991
Skills
Portfolio Management, Investments, Bonds, Credit, Trading, Municipal, Fixed Income, Credit Analysis, Municipalities, Securities, Insurance, Wealth Management, Financial Analysis, Asset Management, Investment Management, Financial Risk, Bloomberg, ABS, Capital Markets, Structured Finance, Credit Risk, Mutual Funds
Education
Indiana University - Kelley School of Business 1979 — 1980
MBA, Finance/Banking
Indiana University Bloomington 1974 — 1978
BA, Botany and Chemistry
Sweet Home High School
Sandy Goodman's Bank of America Capital Management Experience 1989 - 1995
Job Philanthropreneur
Industry Philanthropy
Experience
The Movember Foundation January 2015 - Present
thrdPlace December 2014 - Present
ONEHOPE Wine August 2014 - Present
Western Asset Management April 1995 - August 2014
Bank of America Capital Management 1989 - 1995
Manufacturers Hanover Securities Corp 1987 - 1988
Morgan Stanley & Co 1985 - 1987
Skills
Philanthropy, Venture Philanthropy, Social Entrepreneurship, Fixed Income, Asset Management, Marketing, Portfolio Management, Mutual Funds, Closed-end Funds, Investments, Capital Markets, Investment Strategies, Asset Managment, Asset Allocation, Bonds, Investment Management, Strategy
Education
NOLS - National Outdoor Leadership School 2015 — 2015
WMI Wilderness First Aid Certification
University of Colorado at Boulder 1981 — 1985
Bachelor's Degree, Psychology
Semester at Sea 1983 — 1984
The Hotchkiss School 1979 — 1981
High School
The Movember Foundation January 2015 - Present
thrdPlace December 2014 - Present
ONEHOPE Wine August 2014 - Present
Western Asset Management April 1995 - August 2014
Bank of America Capital Management 1989 - 1995
Manufacturers Hanover Securities Corp 1987 - 1988
Morgan Stanley & Co 1985 - 1987
Skills
Philanthropy, Venture Philanthropy, Social Entrepreneurship, Fixed Income, Asset Management, Marketing, Portfolio Management, Mutual Funds, Closed-end Funds, Investments, Capital Markets, Investment Strategies, Asset Managment, Asset Allocation, Bonds, Investment Management, Strategy
Education
NOLS - National Outdoor Leadership School 2015 — 2015
WMI Wilderness First Aid Certification
University of Colorado at Boulder 1981 — 1985
Bachelor's Degree, Psychology
Semester at Sea 1983 — 1984
The Hotchkiss School 1979 — 1981
High School
Walt Czaicki's Bank of America Capital Management Experience 1990 - 2001
Job Vice President Senior Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2007 - Present
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
AllianceBernstein May 2007 - Present
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Pei Weng's Bank of America Capital Management Experience September 1993 - June 2000
Job Senior Risk Analyst at Invesco Advisors
Industry Financial Services
Experience
Invesco Ltd. July 2000 - Present
Bank of America Capital Management September 1993 - June 2000
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Management
Washington University in St. Louis 1991 — 1993
Masters in Science, Computer Science
Tsinghua University 1984 — 1989
Bachelor of Engineering, Industrial Automation
Invesco Ltd. July 2000 - Present
Bank of America Capital Management September 1993 - June 2000
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Management
Washington University in St. Louis 1991 — 1993
Masters in Science, Computer Science
Tsinghua University 1984 — 1989
Bachelor of Engineering, Industrial Automation
Thomas Kelly Jr.'s Bank of America Capital Management Experience January 2002 - February 2004
Job Regional VicePresident, Institutional Markets, Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions April 2009 - Present
NYLIM Retirement Services February 2004 - March 2009
Bank of America Capital Management January 2002 - February 2004
Skills
Sales Operations, Retirement, Sales, Retirement Planning, Management, Analysis, Public Speaking, Defined Benefit, ERISA, Series 63, Series 7, Employee Benefits, Defined Contribution, Strategy, 401k, Financial Advisory, Pensions, Retirement Plan..., Investments, Series 6, Mutual Funds, Asset Allocation
Education
Guilford College 1982 — 1987
Bachelor of Science Degrees, Psychology, Sociology, Anthropology
Transamerica Retirement Solutions April 2009 - Present
NYLIM Retirement Services February 2004 - March 2009
Bank of America Capital Management January 2002 - February 2004
Skills
Sales Operations, Retirement, Sales, Retirement Planning, Management, Analysis, Public Speaking, Defined Benefit, ERISA, Series 63, Series 7, Employee Benefits, Defined Contribution, Strategy, 401k, Financial Advisory, Pensions, Retirement Plan..., Investments, Series 6, Mutual Funds, Asset Allocation
Education
Guilford College 1982 — 1987
Bachelor of Science Degrees, Psychology, Sociology, Anthropology
John Balasz's Bank of America Capital Management Experience May 1998 - June 2001
Job SVP & Sales Manager at City National Bank / City National Securities
Industry Investment Management
Experience
City National Bank / City National Securities December 2002 - Present
Bank of America Capital Management May 1998 - June 2001
Skills
Series 7, Portfolio Management, Investments, Banking, Series 63, Asset Allocation, Asset Managment, Investment Advisory
Education
San Jose State University 1972 — 1977
BA, Economics
City National Bank / City National Securities December 2002 - Present
Bank of America Capital Management May 1998 - June 2001
Skills
Series 7, Portfolio Management, Investments, Banking, Series 63, Asset Allocation, Asset Managment, Investment Advisory
Education
San Jose State University 1972 — 1977
BA, Economics
Philip Marr's Bank of America Capital Management Experience 2001 - 2004
Job Investment Officer, City of Los Angeles
Industry Financial Services
Experience
Peridiem Global Investors 2011 - June 2015
Nuveen Asset Management 2007 - 2011
OWB 2004 - 2008
Bank of America, Capital Management 2001 - 2004
Skills
Fixed Income, Trading, Capital Markets, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Hedge Funds, Alternative Investments
Education
California State University-San Francisco
Master of Arts (M.A.), English Language and Literature, General
University of California, Riverside
Bachelor of Business Administration (BBA)
Peridiem Global Investors 2011 - June 2015
Nuveen Asset Management 2007 - 2011
OWB 2004 - 2008
Bank of America, Capital Management 2001 - 2004
Skills
Fixed Income, Trading, Capital Markets, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Hedge Funds, Alternative Investments
Education
California State University-San Francisco
Master of Arts (M.A.), English Language and Literature, General
University of California, Riverside
Bachelor of Business Administration (BBA)
Walt Czaicki's Bank of America Capital Management Experience 1990 - 2001
Job Senior Vice President, Chief Investment Officer at Curian Capital
Industry Financial Services
Experience
Curian Capital May 2014 - Present
Curian Capital October 2011 - January 2014
AllianceBernstein May 2007 - October 2011
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Capital Markets, Series 7, Financial Services, Risk Management, Fixed Income, Strategy, Financial Advisory
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Curian Capital May 2014 - Present
Curian Capital October 2011 - January 2014
AllianceBernstein May 2007 - October 2011
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Capital Markets, Series 7, Financial Services, Risk Management, Fixed Income, Strategy, Financial Advisory
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance