Bank of America Columbia Management

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Bank of America Columbia Management Employees

Employee
Years
Job
Industry
Bonny E. Boatman Bonny E. Boatman Greater Boston Area Details
Bonny E. Boatman's Bank of America Columbia Management Experience 1984 - 2005
Job Financial Services Executive
Industry Financial Services
Experience
Kezar Lake Watershed Association   July 2012 - Present
WBUR, Boston's National Public Radio Station   June 2012 - Present
State Street Global Asset Management SPDR Series Trust, SPDR Index Trust   2010 - Present
Sharing A New Song Chorus   June 2005 - June 2013
Longy School of Music  July 1995 - June 2012
Bank of America, Columbia Management  1984 - 2005

Skills
Financial Oversight, Board Governance, Board Development, Public Speaking, Mutual Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Strategic Financial..., Strategic Planning, Equities, Corporate Governance, Alternative Investments, Capital Markets, Financial Modeling, Business Strategy, Insurance, Asset Management, Fixed Income, Financial Services, Management, Strategy

Education
University of Pennsylvania - The Wharton School   1982 — 1984
MBA, Finance/Health Care

Harvard T.H. Chan School of Public Health   1980 — 1981
MPH, Health Management

University of Illinois at Chicago   1972 — 1974
MSW, Clinical Social Work

University of Oregon   1969 — 1972
BA, CSPA

Esteban Tirado, MBA Esteban Tirado, MBA Greater Boston Area Details
Esteban Tirado, MBA's Bank of America Columbia Management Experience May 2011 - May 2012
Job Online Channels Analyst at Santander Bank
Industry Financial Services
Experience
Santander Bank  August 2012 - Present
360 HUNTINGTON FUND  June 2011 - September 2012
BANK OF AMERICA, COLUMBIA MANAGEMENT  May 2011 - May 2012
BANK OF AMERICA, COLUMBIA MANAGEMENT  August 2007 - May 2011
State Street  May 2007 - August 2007
State Street  October 2005 - May 2007

Skills
Bloomberg, Financial Modeling, Valuation, Excel, PowerPoint, Investments, Asset Management, Word, Corporate Finance, Business Management, Business Analysis, Business Strategy, Cash Flow Forecasting, Corporate Strategy...

Education
Northeastern University   2009 — 2012
Masters, Business Administration; Corporate Finance/Investments

University of Massachusetts, Amherst   2001 — 2005
BA, Communications

Konstantin Tcherepachenets, CFA, CAIA Konstantin Tcherepachenets, CFA, CAIA Greater Boston Area Details
Konstantin Tcherepachenets, CFA, CAIA's Bank of America Columbia Management Experience 2006 - 2009
Job Equity Analyst (Generalist) at Bessemer Trust
Industry Investment Management
Experience
Bessemer Trust  December 2013 - Present
Raymond James Financial Inc.  July 2009 - November 2013
Bank of America, Columbia Management  2006 - 2009
Columbia Management  September 2007 - November 2007

Skills
Equities, Investments, Equity Research, Asset Management, Portfolio Management, Alternative Investments, Equity Valuation, Hospitals, Capital Markets, Financial Analysis, Asset Allocation, Mutual Funds, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Finance, Fixed Income

Education
Babson College - Franklin W. Olin Graduate School of Business   2006 — 2009
MBA, Investments

University of California, Riverside

Kelly Mainelli Kelly Mainelli Greater Seattle Area Details
Kelly Mainelli's Bank of America Columbia Management Experience June 2002 - June 2007
Job Director Fixed IncomeDirect Investments, Russell Investment Group
Industry Investment Management
Experience
Russell Investment Group  June 2007 - Present
Bank of America-Columbia Management  June 2002 - June 2007
Montgomery Asset Management  May 2000 - June 2002
Strong Capital Management  June 1999 - April 2000
American Frontier Financial   May 1994 - May 1999

Skills
Investments, Fixed Income, Portfolios, Cash, Asset Management, Portfolio Management, Trading, Risk, Financial Risk, Strategy, Corporate Finance, Cash Management, Investment Strategies, Asset Managment, Alternative Investments, Bonds, Bloomberg

Education
University of Colorado Denver   1994 — 1997
MBA, Finance, General

Merrimack College   1985 — 1989
Bachelor of Science (BS), Finance, General

Eric. Fitch Eric. Fitch Charlotte, North Carolina Area Details
Eric. Fitch's Bank of America Columbia Management Experience 2002 - 2003
Job Financial Advisor, Vice President at Banc of America Investments
Industry Financial Services
Experience
Merrill Lynch  May 2004 - Present
Merrill Lynch  2004 - Present
Columbia Management / Formerly Banc of America Capital Management   August 2001 - April 2004
Bank of America - Columbia Management  2002 - 2003

Education
University of North Carolina at Charlotte - Belk College of Business   1995 — 1998
BA, Economics

Gerrie Gledhill Gerrie Gledhill Greater Boston Area Details
Gerrie Gledhill's Bank of America Columbia Management Experience October 2007 - July 2010
Job Seeking New Opportunities
Industry Marketing and Advertising
Experience
Bose Corporation  September 2014 - August 2015
Kronos  April 2014 - July 2014
BJ's Wholesale Headquarters   March 2013 - July 2013
Bank of America - Enterprise Creative Solutions  August 2010 - July 2012
Bank of America - Columbia Management  October 2007 - July 2010
MVP Sports/Decathlon USA   September 1989 - October 2006

Skills
Print Management, Advertising, Graphic Design, Digital Printing, Offset Printing, InDesign, Art Direction, Brochures, Illustrator, QuarkXPress, Typography, Layout, Pre-press, Photography, Graphics, Photoshop, Adobe Acrobat, Mac, Project Management, Budgets, Retail, Account Management, Customer Service, Integrated Marketing

Education
Mount Ida College
Associate's Degree, Graphic Design

Matthew Tartaglia Matthew Tartaglia Greater New York City Area Details
Matthew Tartaglia's Bank of America Columbia Management Experience August 2007 - February 2009
Job Lead Solutions Architect at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc.  November 2011 - Present
Enterprise Engineering, Inc.   January 2010 - October 2011
Bank of America -Columbia Management  August 2007 - February 2009
OppenheimerFunds  July 2005 - June 2007
Bank of America  May 2002 - July 2005
Bank of New York Mellon  September 2000 - May 2002
Merrill Lynch  May 1991 - July 2000

Skills
Enterprise Software, Portfolio Management, Management, Financial Services, Vendor Management, SDLC, Business Analysis, Investments, Trading Systems, Oracle, Human Resources, Asset Managment, Trading, Asset Management, Executive Management, Enterprise Architecture, Program Management, Data Warehousing, Equities, Business Intelligence, IT Strategy, Risk Management, Application Security..., Application..., Web Application Design, Desktop Application..., Microsoft SQL Server

Education
Fairleigh Dickinson University   1985 — 1990
Bachelors of Science, Finance /Computer Science

Denise Lawnicki Denise Lawnicki Greater Boston Area Details
Denise Lawnicki's Bank of America Columbia Management Experience February 1998 - March 2010
Job Data Management Partner with Bank of America
Industry Financial Services
Experience
Bank of America - Enterprise Data Management Governance & Controls   April 2010 - Present
Bank of America - Columbia Management  February 1998 - March 2010
Fidelity Investments  1997 - 1998
Sun Life Financial  April 1990 - November 1996

Skills
Banking, Asset Managment, Process Improvement, Project Management

Education
Boston College   1972 — 1976
Bachelor of Science, Computer Science

Jesse Nava Jesse Nava Charlotte, North Carolina Area Details
Jesse Nava's Bank of America Columbia Management Experience May 2006 - December 2006
Job Commodity Derivatives Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo  June 2011 - Present
US Bank  August 2008 - June 2011
Wachovia Securities, LLC  March 2007 - May 2008
Chadwick Investment Group   December 2006 - March 2007
Bank of America Columbia Management   May 2006 - December 2006

Skills
Fixed Income, Portfolio Management, Derivatives, Investments, Equities, Finance, Valuation, Bonds, Mutual Funds

Education
University of North Carolina at Charlotte - Belk College of Business   2003 — 2007
Business, Finance and Economics

Greg W. Bradley Greg W. Bradley Charlotte, North Carolina Area Details
Greg W. Bradley's Bank of America Columbia Management Experience 1997 - 2007
Job Head of Client Service/Equity Strategist at Sterling Capital Management LLC
Industry Financial Services
Experience
Sterling Capital Management LLC  2013 - Present
Schroders Investment Management  2010 - 2011
Hewlett-Packard  2009 - 2010
Evergreen Investments - Wachovia   2007 - 2008
Bank of America - Columbia Management  1997 - 2007

Skills
FINRA Licenses: Series..., Relationship Management, Mutual Funds, Financial Services, Portfolio Management, Investments, Series 7, Business Relationship..., Wealth Management, Asset Allocation, Salesforce.com, Building Relationships, CRM, Consultative Selling..., Key Account Management, Marketing Strategy, Strategic Planning, Project Management, P&L Responsibility, Business Development, Start-ups, Mergers & Acquisitions

Education
Florida State University
Bachelor of Science (BS), Finance

Arron Sturgeon Arron Sturgeon Greater Boston Area Details
Arron Sturgeon's Bank of America Columbia Management Experience February 2007 - April 2008
Job Senior Marketing Associate Graphic Designer at Cushman & Wakefield
Industry Graphic Design
Experience
Cushman & Wakefield  April 2008 - Present
Bank Of America -Columbia Management  February 2007 - April 2008
Connecticut Public Broadcasting  2006 - 2008
Channing-Bete Company  2004 - 2008
UCLA Extension  1996 - 2005
Libera Design   1998 - 2003

Skills
Photoshop, PowerPoint, Research, Strategic Planning, Editing, InDesign, Illustrator, Dreamweaver, Flash, Adobe Creative Suite, QuarkXPress, Logic Pro, Keynote, Adobe Acrobat, Microsoft Word, Microsoft Excel, Microsoft Office, Mac, Windows, Outlook, Graphics, Advertising, Layout, Graphic Design, Music, Painting, Web Design

Education
Claremont Graduate University   1995 — 1997
MFA, Fine and Studio Arts

Humboldt State University   1989 — 1993
Bachelor's degree, Fine and Studio Arts

Chris Horgan Chris Horgan Greater Boston Area Details
Chris Horgan's Bank of America Columbia Management Experience 1998 - 2007
Job Director Institutional Sales at TIAACREF
Industry Investment Management
Experience
Sapers & Wallack, Inc.   2011 - 2013
Hartford Investment Management  2007 - 2010
Bank of America - Columbia Management  1998 - 2007

Education
Suffolk University - Sawyer School of Management   1996 — 1998
MBA

Hartwick College   1983 — 1987
BA

Lawrence Academy   1980 — 1983

Michael Tempesta Michael Tempesta Scituate, Massachusetts Details
Michael Tempesta's Bank of America Columbia Management Experience June 1995 - December 2005
Job Senior financial services professional Compliance, Risk, Governance, & Audit experience
Industry Financial Services
Experience
Columbia Management  August 2014 - Present
Citizens Bank  July 2013 - March 2014
Bank of America  June 2006 - July 2013
Boston Private Financial Holdings  December 2005 - July 2006
Bank of America, Columbia Management  June 1995 - December 2005

Skills
Banking, Operational Risk, Operational Risk..., Risk Management, AML, Basel II, KYC, Enterprise Risk..., Fraud, Business Continuity, Mutual Funds, Portfolio Management, Securities, Financial Services, FINRA, Relationship Management, Financial Risk, Anti Money Laundering, Due Diligence, Investments, Series 7

Education
Eastern Nazarene College   2000 — 2002
Master's degree, Business Administration and Management, General

Curry College   1992 — 1995
Bachelor's degree, Business

Quincy High School