Bank of America Columbia Management
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Bank of America Columbia Management Employees
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
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
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
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
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
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
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
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
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
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
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
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
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