Bank of America - Global Wealth & Investment Management
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Bank of America - Global Wealth & Investment Management Employees
Employee
Years
Job
Industry
Jonathan Czarnecki Jonathan Czarnecki's Bank of America - Global Wealth & Investment Management Experience 2008 - 2010
Job AVP; Global Compensation at Bank of America
Industry Banking
Experience
Bank of America 2010 - Present
Bank of America Global Wealth & Investment Management 2008 - 2010
Bank of America 2006 - 2008
Continental Tire NA 2004 - 2006
Skills
Microsoft Office Suite, TOAD for Oracle, FINRA Series 7 Licensed, FINRA Series 24 licensed, Six Sigma, Dale Carnegie Public..., ERISA, FLSA, Direct Management..., Compensation & Benefit, Performance Management, Process Improvement
Education
North Carolina State University 1999 — 2003
Bank of America 2010 - Present
Bank of America Global Wealth & Investment Management 2008 - 2010
Bank of America 2006 - 2008
Continental Tire NA 2004 - 2006
Skills
Microsoft Office Suite, TOAD for Oracle, FINRA Series 7 Licensed, FINRA Series 24 licensed, Six Sigma, Dale Carnegie Public..., ERISA, FLSA, Direct Management..., Compensation & Benefit, Performance Management, Process Improvement
Education
North Carolina State University 1999 — 2003
Amna Naseer Amna Naseer's Bank of America - Global Wealth & Investment Management Experience June 2003 - December 2008
Job Deal Team Investment Management & Capital Markets
Industry Financial Services
Experience
Aquiline Capital Partners July 2014 - Present
TIAA-CREF January 2014 - July 2014
Merrill Lynch Wealth Management January 2009 - August 2012
Bank of America Global Wealth & Investment Management June 2003 - December 2008
McKinsey & Company September 1999 - January 2003
Skills
Wealth Management, Alternative Investments, Investments, Asset Managment, Financial Services, Business Strategy, Strategy Execution, Strategy Implementation, Product Management, Business Analysis, Team Leadership, Risk Management, Asset Allocation, Series 7, Business Development, Asset Management, Banking, Equities, Finance, Valuation, Strategy
Education
University of Oxford 1997 — 1999
M.Phil., Economics, Senior Scholar Award for academic achievement
London School of Economics and Political Science 1995 — 1997
B.Sc., Economics, First Class Honors
Aquiline Capital Partners July 2014 - Present
TIAA-CREF January 2014 - July 2014
Merrill Lynch Wealth Management January 2009 - August 2012
Bank of America Global Wealth & Investment Management June 2003 - December 2008
McKinsey & Company September 1999 - January 2003
Skills
Wealth Management, Alternative Investments, Investments, Asset Managment, Financial Services, Business Strategy, Strategy Execution, Strategy Implementation, Product Management, Business Analysis, Team Leadership, Risk Management, Asset Allocation, Series 7, Business Development, Asset Management, Banking, Equities, Finance, Valuation, Strategy
Education
University of Oxford 1997 — 1999
M.Phil., Economics, Senior Scholar Award for academic achievement
London School of Economics and Political Science 1995 — 1997
B.Sc., Economics, First Class Honors
Daniel Nadeau Daniel Nadeau's Bank of America - Global Wealth & Investment Management Experience May 2007 - October 2010
Job AVP, Human Resources, John Hancock Insurance Company at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services, subsidiary of Manulife Financial Corporation May 2014 - Present
Vistaprint January 2014 - May 2014
Vistaprint August 2012 - January 2014
Bank of America October 2010 - August 2012
Bank of America Global Wealth & Investment Management May 2007 - October 2010
Bank of America March 2006 - April 2007
Lee Hecht Harrison November 2002 - March 2006
Professional Staffing Group June 2001 - October 2002
Scott-Wayne Staffing November 1997 - June 2001
Skills
Employee Relations, Talent Management, Succession Planning, Leadership Development, Performance Management, Executive Coaching, Leadership, Management, Human Resources, Change Management, Program Management, Coaching, Career Development, Strategic Planning, Consulting, Strategy, Organizational Design
Education
Rollins College 1989 — 1993
Bachelor of Arts (BA), Sociology & Business
Rollins College 1989 — 1993
Bachelor's degree, Sociology, Minor in Business
John Hancock Financial Services, subsidiary of Manulife Financial Corporation May 2014 - Present
Vistaprint January 2014 - May 2014
Vistaprint August 2012 - January 2014
Bank of America October 2010 - August 2012
Bank of America Global Wealth & Investment Management May 2007 - October 2010
Bank of America March 2006 - April 2007
Lee Hecht Harrison November 2002 - March 2006
Professional Staffing Group June 2001 - October 2002
Scott-Wayne Staffing November 1997 - June 2001
Skills
Employee Relations, Talent Management, Succession Planning, Leadership Development, Performance Management, Executive Coaching, Leadership, Management, Human Resources, Change Management, Program Management, Coaching, Career Development, Strategic Planning, Consulting, Strategy, Organizational Design
Education
Rollins College 1989 — 1993
Bachelor of Arts (BA), Sociology & Business
Rollins College 1989 — 1993
Bachelor's degree, Sociology, Minor in Business
Mark Williams CSM Mark Williams CSM's Bank of America - Global Wealth & Investment Management Experience 2004 - 2008
Job Senior Business Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2010 - Present
Bank of America Global Wealth Management December 2004 - Present
Northrop Grumman Information Systems May 2009 - March 2010
U.S.Trust 2004 - 2008
Bank of America - Global Wealth & Investment Management 2004 - 2008
GoldenSource January 1992 - November 2004
GoldenSource (formerly Financial Technologies International / FTI) 1991 - 2004
GoldenSource (formerly Financial Technologies International) 1991 - 2004
Citibank July 1990 - January 1992
Bank of New York Mellon January 1986 - July 1990
Skills
Requirements Analysis, Integration, SDLC, Business Analysis, Program Management, Process Engineering, Requirements Gathering, Agile, Software Development, Vendor Management, Business Requirements
Education
Aston University 1978 — 1979
M.sc., Management
The University of Wolverhampton 1975 — 1978
B.Sc. Hons, Economics and Biology
Agile University
Merrill Lynch March 2010 - Present
Bank of America Global Wealth Management December 2004 - Present
Northrop Grumman Information Systems May 2009 - March 2010
U.S.Trust 2004 - 2008
Bank of America - Global Wealth & Investment Management 2004 - 2008
GoldenSource January 1992 - November 2004
GoldenSource (formerly Financial Technologies International / FTI) 1991 - 2004
GoldenSource (formerly Financial Technologies International) 1991 - 2004
Citibank July 1990 - January 1992
Bank of New York Mellon January 1986 - July 1990
Skills
Requirements Analysis, Integration, SDLC, Business Analysis, Program Management, Process Engineering, Requirements Gathering, Agile, Software Development, Vendor Management, Business Requirements
Education
Aston University 1978 — 1979
M.sc., Management
The University of Wolverhampton 1975 — 1978
B.Sc. Hons, Economics and Biology
Agile University
Gina Bethel Gina Bethel's Bank of America - Global Wealth & Investment Management Experience August 2003 - January 2006
Job SVP, Preferred Banking & Merrill Edge
Industry Investment Management
Experience
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America Merrill Lynch January 2010 - July 2011
Bank of America Merrill Lynch August 1997 - January 2010
Bank of America - Global Wealth & Investment Management August 2003 - January 2006
HFS Mobility Services March 1994 - August 1997
Skills
Succession Planning, Recruiting, Leadership, Talent Management, Training, Human Resources, Vendor Management, Sourcing, Employee Relations, Performance Management
Education
Northwood University
Bachelor's, Business Administration
Bank of America January 2014 - Present
Bank of America June 2011 - January 2014
Bank of America Merrill Lynch January 2010 - July 2011
Bank of America Merrill Lynch August 1997 - January 2010
Bank of America - Global Wealth & Investment Management August 2003 - January 2006
HFS Mobility Services March 1994 - August 1997
Skills
Succession Planning, Recruiting, Leadership, Talent Management, Training, Human Resources, Vendor Management, Sourcing, Employee Relations, Performance Management
Education
Northwood University
Bachelor's, Business Administration
Jonathan W. Chen Jonathan W. Chen's Bank of America - Global Wealth & Investment Management Experience June 2004 - April 2009
Job Assistant Vice President at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank NA August 2014 - Present
Citigold Wealth Management, Citibank NA September 2011 - August 2014
Union Bank April 2011 - September 2011
Bank of America May 2009 - April 2011
Bank of America Global Wealth & Investment Management June 2004 - April 2009
Skills
Banking, Credit, Investments, Portfolio Management, Financial Services, Business Development, Finance, Cash Management, CRM, Leadership, Strategy, Cross Selling, Series 63, Retail Banking, Loans, Consumer Lending, Commercial Banking, Relationship Management, Wealth Management
Education
San Francisco State University
Finance
Morgan Stanley Private Bank NA August 2014 - Present
Citigold Wealth Management, Citibank NA September 2011 - August 2014
Union Bank April 2011 - September 2011
Bank of America May 2009 - April 2011
Bank of America Global Wealth & Investment Management June 2004 - April 2009
Skills
Banking, Credit, Investments, Portfolio Management, Financial Services, Business Development, Finance, Cash Management, CRM, Leadership, Strategy, Cross Selling, Series 63, Retail Banking, Loans, Consumer Lending, Commercial Banking, Relationship Management, Wealth Management
Education
San Francisco State University
Finance
Jon Ellenberg Jon Ellenberg's Bank of America - Global Wealth & Investment Management Experience January 2014 - Present
Job Really Nice Guy, SVP, Brand Delivery for Affluent Segment at Bank of America Global Wealth & Investment Management
Industry Financial Services
Experience
Bank of America Global Wealth & Investment Management January 2014 - Present
Bank of America Global Wealth & Investment Management September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - September 2012
Merrill Lynch 1999 - November 2009
Merrill Lynch 1999 - 2007
Panasonic 1994 - 1999
Baker & Taylor 1992 - 1995
Baker & Taylor 1992 - 1993
Skills
Marketing, Nice Guy, Online Advertising, Online Marketing, Integrated Marketing, Marketing Communications, Financial Services, Content Strategy, Brand Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
middlesex high school
Bank of America Global Wealth & Investment Management January 2014 - Present
Bank of America Global Wealth & Investment Management September 2012 - December 2013
U.S. Trust, Bank of America Private Wealth Management June 2009 - September 2012
Merrill Lynch 1999 - November 2009
Merrill Lynch 1999 - 2007
Panasonic 1994 - 1999
Baker & Taylor 1992 - 1995
Baker & Taylor 1992 - 1993
Skills
Marketing, Nice Guy, Online Advertising, Online Marketing, Integrated Marketing, Marketing Communications, Financial Services, Content Strategy, Brand Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.)
middlesex high school
Russell Raath's Bank of America - Global Wealth & Investment Management Experience March 2010 - February 2011
Job Russell Raath EVP Consulting Leader at Kotter International. Transformation, bold change, innovation and creativity.
Industry Management Consulting
Experience
Kotter International February 2011 - Present
KillerPitch.com February 2009 - Present
Clinton Foundation 2008 - Present
Bank of America - Global Wealth & Investment Management March 2010 - February 2011
Deloitte Consulting December 1998 - March 2010
Standard Bank Group March 2004 - February 2005
QI International January 1998 - December 1998
SAP January 1997 - December 1997
Alexander Proudfoot January 1995 - January 1997
Skills
Leadership, Management Consulting, Consulting, Entrepreneurship, Strategy, Executive Management, Mergers & Acquisitions, Business Transformation, Change Management, Organizational Design, Management, Training, Business Strategy, Leadership Development, Strategic Consulting, Organizational..., Performance Improvement, CRM, Acquisition Integration, Program Management, Talent Management, Culture Change, Cross-functional Team..., Business Process..., Achieving Results, Corporate Development, Business Process, Strategic Thinking, Performance Management, Strategic Planning, Start-ups, Competitive Analysis, International Project..., Global Management, Business Planning, Organizational..., Strategic Leadership, Delivering Results, Risk Management, Entrepreneurial..., Culture, Strategic Partnerships, Thought Leadership, Business Development, Executive Coaching, Governance, Coaching, Business Analysis, Team Building, Salesforce.com
Education
Gordon Institute of Business Science 2004 — 2004
Operations Leadership
Nelson Mandela Metropolitan University 1989 — 1994
B Com Law
Kotter International February 2011 - Present
KillerPitch.com February 2009 - Present
Clinton Foundation 2008 - Present
Bank of America - Global Wealth & Investment Management March 2010 - February 2011
Deloitte Consulting December 1998 - March 2010
Standard Bank Group March 2004 - February 2005
QI International January 1998 - December 1998
SAP January 1997 - December 1997
Alexander Proudfoot January 1995 - January 1997
Skills
Leadership, Management Consulting, Consulting, Entrepreneurship, Strategy, Executive Management, Mergers & Acquisitions, Business Transformation, Change Management, Organizational Design, Management, Training, Business Strategy, Leadership Development, Strategic Consulting, Organizational..., Performance Improvement, CRM, Acquisition Integration, Program Management, Talent Management, Culture Change, Cross-functional Team..., Business Process..., Achieving Results, Corporate Development, Business Process, Strategic Thinking, Performance Management, Strategic Planning, Start-ups, Competitive Analysis, International Project..., Global Management, Business Planning, Organizational..., Strategic Leadership, Delivering Results, Risk Management, Entrepreneurial..., Culture, Strategic Partnerships, Thought Leadership, Business Development, Executive Coaching, Governance, Coaching, Business Analysis, Team Building, Salesforce.com
Education
Gordon Institute of Business Science 2004 — 2004
Operations Leadership
Nelson Mandela Metropolitan University 1989 — 1994
B Com Law
Parvaiah K's Bank of America - Global Wealth & Investment Management Experience 2007 - 2008
Job Associate Consultant, Project Manager at Motorola Solutions, Inc at TATA Consultancy Services Limited
Industry Computer Software
Experience
TCS Associate Consultant, Project Manager at Motorola Solutions, IncTATA Consultancy Services LimitedFebruary 2012 - Present
TCSL January 2003 - Present
Tata Consultancy Services 1997 - Present
Bank of America - Global Wealth & Investment Management 2007 - 2008
Education
Osmania University 1995 — 1997
Chaitanya Bharathi Institute of Technology 1991 — 1995
B.E., Electronics and Communications Engineering
TCS Associate Consultant, Project Manager at Motorola Solutions, IncTATA Consultancy Services LimitedFebruary 2012 - Present
TCSL January 2003 - Present
Tata Consultancy Services 1997 - Present
Bank of America - Global Wealth & Investment Management 2007 - 2008
Education
Osmania University 1995 — 1997
Chaitanya Bharathi Institute of Technology 1991 — 1995
B.E., Electronics and Communications Engineering
Darlene Frizzell's Bank of America - Global Wealth & Investment Management Experience 2004 - 2006
Job Director, Retail Risk and Compliance at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
Santander Bank, N.A. 2014 - Present
Banco Santander 2009 - Present
Sovereign Bank September 2006 - Present
Bank of America 2005 - 2006
Bank of America Global Wealth & Investment Management 2004 - 2006
Bank of America 2004 - 2005
Fleet Bank 2002 - 2003
FleetBoston Financial 1998 - 2002
BankBoston 1996 - 1998
BayBanks 1994 - 1998
Skills
CFP, Segmentation, Banking, Credit, Portfolio Management, Competitive Analysis, Product Development, Product Marketing, Pricing, Product Rationalization, Revenue Enhancement, P&L Forecasting, Pricing Strategy, Product Management, Marketing, Business Development, Process Design, P&L Management, P&L Enhancement, Deposits, Deposit Growth, Financial Management..., Financial Services, Hands-on leader, Great Leader, Strategist, Exceptional mentor &..., Change Champion, Six Sigma, Helix, Mortgage Banking, Product Launch, Strategic Planning, Commercial Banking, Customer Experience, Change Management, Relationship Management, Sales, Analytics, Strategy, Credit Cards, Retail Banking, Leadership, Business Strategy, Program Management, New Business Development, Payments, Risk Management
Education
Boston University
Masters, Business
University of Maryland Baltimore
BS, Business Administration and Management, General
x
Certified Financial Planner (CFP)
Ronald Patrissi's Bank of America - Global Wealth & Investment Management Experience 2006 - Present
Job Project Manager at Bank of Amercia
Industry Financial Services
Experience
Bank of Amercia February 2006 - Present
Columbia Management 2006 - Present
Bank of America - Global Wealth & Investment Management 2006 - Present
Citizens Bank March 2005 - November 2005
Education
Providence College 1985 — 1990
Bank of Amercia February 2006 - Present
Columbia Management 2006 - Present
Bank of America - Global Wealth & Investment Management 2006 - Present
Citizens Bank March 2005 - November 2005
Education
Providence College 1985 — 1990
Steven Greenberg's Bank of America - Global Wealth & Investment Management Experience 1998 - 2009
Job SVP at Bank Of America
Industry Information Technology and Services
Experience
National Ski Patrol 2006 - Present
Boy Scouts of America Gemstone District Piedmont Council 2006 - Present
Beech Mtn Ski Patrol 2003 - Present
Bank Of America March 1998 - Present
Bank of America - Global Wealth & Investment Management 1998 - 2009
Skills
Program Management, Banking, Process Improvement, Six Sigma, Risk Management, SDLC, Business Analysis, Business Process..., Business Intelligence, Vendor Management, Application Architecture, IT Strategy, Financial Services, Project Delivery, Project Portfolio..., Visio, Management, Team Building, Data Warehouse..., Business Intelligence..., Leadership, Information Architecture, Databases, Integration, Requirements Analysis, Cross-functional Team..., Software Documentation, IT Management, Analysis, PMO, Software Project..., PMP, Project Management, Strategy, Enterprise Architecture, Process Engineering, CRM, Requirements Gathering, Oracle, Software Development, SharePoint, Data Management
Education
University of North Carolina at Charlotte 1989 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Central Piedmont Community College 1988 — 1989
AAS, Management
Georgia Institute of Technology 1984 — 1987
EE
East Mecklenburg Senior High School 1979 — 1983
National Ski Patrol 2006 - Present
Boy Scouts of America Gemstone District Piedmont Council 2006 - Present
Beech Mtn Ski Patrol 2003 - Present
Bank Of America March 1998 - Present
Bank of America - Global Wealth & Investment Management 1998 - 2009
Skills
Program Management, Banking, Process Improvement, Six Sigma, Risk Management, SDLC, Business Analysis, Business Process..., Business Intelligence, Vendor Management, Application Architecture, IT Strategy, Financial Services, Project Delivery, Project Portfolio..., Visio, Management, Team Building, Data Warehouse..., Business Intelligence..., Leadership, Information Architecture, Databases, Integration, Requirements Analysis, Cross-functional Team..., Software Documentation, IT Management, Analysis, PMO, Software Project..., PMP, Project Management, Strategy, Enterprise Architecture, Process Engineering, CRM, Requirements Gathering, Oracle, Software Development, SharePoint, Data Management
Education
University of North Carolina at Charlotte 1989 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Central Piedmont Community College 1988 — 1989
AAS, Management
Georgia Institute of Technology 1984 — 1987
EE
East Mecklenburg Senior High School 1979 — 1983
Alicia Wells-Smith's Bank of America - Global Wealth & Investment Management Experience 2004 - September 2009
Job Project Management Executive at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Bank of America September 2009 - September 2010
Bank of America - Global Wealth & Investment Management 2004 - September 2009
FleetBoston Financial 1995 - 2003
Brooks Drugs February 1990 - February 1995
Ann & Hope 1988 - February 1990
Allied Signal / Fram Oil Filters September 1984 - 1988
AlliedSignal 1984 - 1988
Education
Community College of Rhode Island 1983 — 1985
Associate, Computer Science
Bank of America September 2010 - Present
Bank of America September 2009 - September 2010
Bank of America - Global Wealth & Investment Management 2004 - September 2009
FleetBoston Financial 1995 - 2003
Brooks Drugs February 1990 - February 1995
Ann & Hope 1988 - February 1990
Allied Signal / Fram Oil Filters September 1984 - 1988
AlliedSignal 1984 - 1988
Education
Community College of Rhode Island 1983 — 1985
Associate, Computer Science
Bill Schofield's Bank of America - Global Wealth & Investment Management Experience 2007 - March 2012
Job Systems Integration Analyst
Industry Computer Software
Experience
Consultant February 2012 - Present
Bank of America - Global Wealth & Investment Management 2007 - March 2012
U.S. Trust Company 2000 - 2008
US Trust 1996 - 2007
Financial Technologies International 1985 - 1996
Education
University of East Anglia
BSc (Computer Science), Computer Science
Consultant February 2012 - Present
Bank of America - Global Wealth & Investment Management 2007 - March 2012
U.S. Trust Company 2000 - 2008
US Trust 1996 - 2007
Financial Technologies International 1985 - 1996
Education
University of East Anglia
BSc (Computer Science), Computer Science
Harry Phinney's Bank of America - Global Wealth & Investment Management Experience 2006 - 2008
Job Director, Client Portfolio Manager at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC 2014 - Present
Franklin Templeton Investments 2012 - 2014
Northern Trust Asset Management 2008 - 2012
Bank of America Global Wealth & Investment Management 2006 - 2008
Entercom Communications June 2003 - August 2004
Education
Columbia University in the City of New York
Master of Arts
Northeastern University
Bachelor of Science
MacKay Shields LLC 2014 - Present
Franklin Templeton Investments 2012 - 2014
Northern Trust Asset Management 2008 - 2012
Bank of America Global Wealth & Investment Management 2006 - 2008
Entercom Communications June 2003 - August 2004
Education
Columbia University in the City of New York
Master of Arts
Northeastern University
Bachelor of Science
Al Freise's Bank of America - Global Wealth & Investment Management Experience 1987 - 2008
Job Retired
Industry Computer Software
Experience
None February 2011 - Present
Town of Oyster Bay February 2010 - February 2011
US Trust July 1986 - June 2008
U.S. Trust, Bank of America Private Wealth Management 1987 - 2008
Bank of America - Global Wealth & Investment Management 1987 - 2008
US Trust 1987 - 2008
U.S. Trust Company 1987 - 2008
Skills
Banking, Asset Managment, Portfolio Management, SDLC, Mainframe, Alternative Investments, Asset Management, Business Process..., Capital Markets, Trading, Back Office, Credit, Private Banking, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Fixed Income, Wealth Management, Equities, Visio, JCL, IT Strategy, Project Portfolio..., Securities, Hedge Funds, Bloomberg, Strategic Financial..., Business Requirements, Operational Risk..., Vendor Management, Series 7, CICS, Derivatives, Risk Management, Investments, Project Management, Process Improvement, Relationship Management, PMO
Education
Hofstra University 1968 — 1975
Bachelor of Business Administration (BBA)
None February 2011 - Present
Town of Oyster Bay February 2010 - February 2011
US Trust July 1986 - June 2008
U.S. Trust, Bank of America Private Wealth Management 1987 - 2008
Bank of America - Global Wealth & Investment Management 1987 - 2008
US Trust 1987 - 2008
U.S. Trust Company 1987 - 2008
Skills
Banking, Asset Managment, Portfolio Management, SDLC, Mainframe, Alternative Investments, Asset Management, Business Process..., Capital Markets, Trading, Back Office, Credit, Private Banking, Business Analysis, Mutual Funds, Financial Services, Requirements Gathering, Fixed Income, Wealth Management, Equities, Visio, JCL, IT Strategy, Project Portfolio..., Securities, Hedge Funds, Bloomberg, Strategic Financial..., Business Requirements, Operational Risk..., Vendor Management, Series 7, CICS, Derivatives, Risk Management, Investments, Project Management, Process Improvement, Relationship Management, PMO
Education
Hofstra University 1968 — 1975
Bachelor of Business Administration (BBA)
Laura Fabrizio's Bank of America - Global Wealth & Investment Management Experience 1989 - June 2010
Job SVP Program Manager Corporate Workplace Bank of America
Industry Financial Services
Experience
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business
Bank of America May 2010 - Present
Bank of America - Global Wealth & Investment Management 1989 - June 2010
FleetBoston Financial 1999 - 2004
Bank of Boston 1989 - 1999
SEI May 1982 - February 1988
SEI Investments 1982 - 1988
Skills
Relationship Management, Vendor Management, Management
Education
Ferrum College 1977 — 1979
Associates, Business