Bank of America Investment Services
Bank of America Investment Services 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 Investment Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Investment Services Salaries. You can even request information on how much does Bank of America Investment Services pay if you want to. Learn about salaries, pros and cons of working for Bank of America Investment Services 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!
31 Bank of America Investment Services employees in database. Find out everything there's to know about Bank of America Investment Services 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 Investment Services Employees
Robert W. Baird & Co. June 2012 - Present
BlackRock September 2011 - June 2012
BlackRock July 2010 - September 2011
BlackRock August 2008 - July 2010
ThinkEquity Partners, LLC December 2004 - August 2008
Bank of America Investment Services 2003 - 2004
Apax Partners 2002 - 2003
Skills
Series 7, Equities, Fixed Income, Mutual Funds, Wealth Management, Due Diligence, Financial Advisory, Options, Series 63, Business Development, Asset Management, Investments, Portfolio Management, Securities, Bloomberg, High Net Worth...
Education
University of San Francisco 2007 — 2009
Master of Science, Organizational Development
University of Arizona 1998 — 2002
Bachelor of Science - Double Major, Marketing and Business Management
Retirement Benefits Group 2009 - Present
Bank of America Investment Services December 2003 - December 2006
Prudential Securities 1998 - 2003
Skills
Retirement Planning, Asset Allocation, Retirement, Pensions, Qualified Retirement..., Investments, Estate Planning, 401k, Insurance, Wealth Management, Mutual Funds, Financial Advisory, Certified Financial..., Small Business, Investment Advisory, Series 7, Defined Benefit, ERISA, IRA's, Financial Planning, Series 66, Series 63, Annuities, Asset Management, Employee Benefits, Portfolio Management, Risk Management, Investment Strategies, Investment Products, Series 6, Profit Sharing, FINRA, Long Term Care, ETFs, Alternative Investments, Bonds, Equities
Education
Boston University 2010 — 2011
Certificate in Financial Planning, Financial Planning
California State University-Fullerton
BA, Finance
Wells Fargo Advisors January 2000 - Present
Bank of America Investment Services 1993 - 2000
Skills
Financial Services, Investment Planning, Investments, 401k Rollovers, Insurance, Asset Allocation, Retirement Planning, Securities, Retirement Savings, Wealth Preservation..., Financial Advisory
Education
The Ohio State University
Master's Degree, Education & Counseling
David A. Noyes & Co. January 2014 - Present
CONCERT Wealth Management July 2011 - January 2014
Chicago Investment Group/Newbridge Securities 2009 - 2011
Advanced Equities 2007 - 2009
US Fiduciary 2005 - 2007
Bank of America, Investment Services 2002 - 2005
Morgan Stanley 1993 - 2002
Skills
Wealth Management, Investment Advisory, High Net Worth..., Alternative Investments, Investments, Series 63, Mutual Funds, Securities, Asset Allocation, Asset Managment, Hedge Funds, Financial Advisory, Series 24, Financial Planners, Investment Strategies, Equities, Retirement Planning, Asset Management, Portfolio Management, FINRA, Investment Management, Finance, Private Equity, Fixed Income
Education
Quincy University 1986 — 1988
BA, Public Relations/Communications
Loras College
Loyola Rome
lincoln park hs
Merrill Lynch October 2011 - Present
Morgan Stanley February 2008 - October 2011
Bank of America Investment Services October 2006 - February 2008
Wells Fargo August 2005 - October 2006
Skills
Series 7, Series 66, Insurance, Events Coordination, Volunteer Management, Training, Leadership, Financial Analysis, Wealth Management, Microsoft Office
Education
IÉSEG School of Management 2002 — 2002
Study Abroad, International Business
The University of Texas at El Paso 2000 — 2002
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
State Street January 2014 - Present
Mutual of Omaha August 2013 - January 2014
Boston Metal Exchange LLC July 2012 - August 2012
Bank of America June 2009 - August 2009
Bank of America: Investment Services June 2008 - August 2008
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Microsoft Word, Sales Management, English, Investments, Data Analysis, Analysis, Finance, Access, Insurance, Time Management, Customer Service, Social Media
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Graduate
Boston Latin Academy 2003 — 2009
High School Diploma, General Studies
F & M Investment Services 2010 - Present
Raymond James Financial Services, Inc. August 2007 - Present
UBS Financial Services/Piper Jaffray & Co. 1997 - 2007
Bank of America Investment Services 1990 - 1997
Dean Witter Reynolds 1989 - 1990
Skills
Series 7, Insurance, Investments, Financial Advisory, Wealth Management..., Wealth Management, Risk Management, Commercial Lending, Retirement, Securities, Strategic Financial..., Equities, Credit, Asset Allocation, Disability Insurance, Fixed Annuities, Financial Analysis, Finance, Banking, Financial Planners, Loans, Relationship Management, Financial Services, Mortgage Lending, Alternative Investments, Investment Strategies, Asset Management, Life Insurance, Long-term Care, Wealth, Portfolio Management, Small Business, Investment Advisory, Employee Benefits, 401k, Commercial Banking, Estate Planning, Mutual Funds, Mergers & Acquisitions, Credit Analysis, Retirement Planning, Term Life Insurance
Education
San Diego State University-California State University
Bachelor of Arts Degree, Business Administration
Cellularsales 2011 - November 2012
Fifth Third Investment Services 2009 - 2009
Bank of America Investment Services 2008 - 2009
Chase Investments Services 2003 - 2008
H&R Block Financial Advisors 1996 - 2003
Skills
CRM, Strategy, Lead Generation, Salesforce.com, Sales Operations, Customer Satisfaction, Business Development, Account Management, Sales, Sales Management, Solution Selling, Team Building, Sales Process, Management, New Business Development
Education
Saginaw Valley State University
Bachelor's degree, Accounting
Merrill Lynch March 2001 - January 2012
Wells Fargo Advisors August 1994 - February 2001
Bank of America Investment Services June 1991 - February 1993
Education
Morehouse College 1985 — 1989
Bachelor's degree, Banking and Finance
Benedictine High School 1981 — 1985
Doll Capital Advisors 1996 - Present
Bank of America Investment Services January 1990 - January 1996
HomeFed Bank May 1988 - January 1990
Skills
Retirement, Financial Advisory, Wealth, Securities, Retirement Planning, Strategic Financial..., Financial Analysis, Alternative Investments, Investments, Series 7, Series 63, Equities
Education
College of Charleston 1978 — 1982
Bachelor of Science, Business Administration
John Glenn High School 1974 — 1978
Diploma
Force Management 2010 - Present
Right Management 2006 - Present
CSI Deleeuw 2009 - 2009
Bank of America Wealth Management 2002 - 2003
Bank of America Investment Services 1998 - 2002
Bank of America 1997 - 1998
NationBanc Capital Marktets, Inc 1995 - 1997
NationsBank (Bank of America predecessor) 1994 - 1995
NCNB Texas, Florida, Georgia, Maryland (Bank of America predecessor) 1988 - 1994
Republic Banks of Houston, Fort Worth, Austin, and San Antonio 1983 - 1988
Skills
Finance, Leadership, Mergers & Acquisitions, Portfolio Management, Due Diligence, Management, Forecasting, Executive Coaching, Securities, Banking, Mergers, Capital Markets, Strategy, Sales, Executive Management, Strategic Planning, Change Management
Education
Baylor University - Hankamer School of Business
BBA & MS, Economics, Accounting
LPL Financial 2015 - Present
LPL Financial 2010 - 2014
LPL Financial 2005 - 2010
Bank of America Investment Services 1994 - 1999
Franklin Templeton Investments 1993 - 1994
Skills
Series 6, Series 7, Series 63, Series 24, Series 27, Relationship Management, Program Management, Project Management, Vendor Management, Mutual Funds, Wealth Management, SDLC, Business Analysis, FINRA, Financial Services, Securities, Investments, Cross-functional Team..., PMO
Education
Smith College 1989 — 1993
BA, Economics
Alamo Oil and Independent AMSOIL Dealer 2012 - Present
USAA June 2001 - March 2013
Bank of America Investment Services 1997 - 2000
Brown-Karhan Health Care 1994 - 1995
Education
The University of Texas at San Antonio 2015 — 2019
degree-seeking MPA, Environmental Public Policy, Environmental Studies
Rice University 1988 — 1992
BA, Behavioral Sciences, cum laude
Carter's OshKosh B'gosh 2011 - Present
CIBA Vision, A Novartis Company February 2009 - September 2010
CIBA Vision January 2009 - September 2010
Ames Holding Corporation 2007 - 2008
Bank of America Investment Services 2006 - 2007
Damron Chemicals 2004 - 2006
Computers R Easy, Inc. 1997 - 2004
General Electric 1987 - 1995
Skills
Microsoft Word, PowerPoint, PeopleSoft, Talent Management, Microsoft Excel, Talent Acquisition, Human Resources, Lotus Notes, Time Management, Marketing, Management, Outlook, Onboarding, Negotiation, Interviews, Teamwork, Leadership, Training, Employee Relations, Organizational...
Education
Georgia State University
BS, Deaf Education (Special Education)
North Fulton High School
Harvie Wealth Management Group of Wells Fargo Advisors April 2008 - Present
Bank of America Investment Services March 1993 - April 2008
Wachovia Bank June 1990 - March 1993
United States Air Force January 1990 - July 1990
Skills
Analytical Skills, Highly detail oriented, Organized Multi-tasker
Education
East Carolina University 1985 — 1990
Bachelor's Degree, Business Administration and Management, General
Fifth Third Securities April 2004 - Present
Bank of America Investment Services January 1998 - April 2004
Education
Morehead State University 1994 — 1997
Business, Finance
General Gizmonics Inc. April 2008 - Present
Metro Global Research Corp. March 2006 - January 2008
Bank of America investment services January 2000 - January 2006
Morgan Stanley February 1998 - January 2000
Skills
Management, Leadership, Negotiation, Public Speaking, Customer Service, Strategic Planning, Microsoft Excel, Microsoft Office, Training, PowerPoint, Team Building, Healthcare, Organizational..., Analysis, Public Relations
Education
Dartmouth College 1981 — 1985
BA, Political Science, International Relations Specialization
CCRI 2008 — 2010
ADN, Nursing
Blue Cross Blue Shield of Massachusetts April 2014 - Present
Blue Cross Blue Shield of Massachusetts April 2013 - Present
LIFEcycle, Inc. January 2010 - March 2011
Blue Cross Blue Shield of Massachusetts September 2009 - December 2009
Bank of America Investment Services November 2005 - March 2009
Fidelity Investment Services January 2004 - November 2005
National Financial Services January 2004 - November 2005
Skills
CRM, Social Media, Employee Benefits, Event Management, Project Management, Microsoft Office, Management, Social Networking, Customer Service, Strategic Planning
Education
Community College of Rhode Island 1999 — 2001
Associates, Liberal Arts
Northwestern Benefits August 2004 - Present
Rogers Benefit Group July 2002 - August 2004
Bank of America Investment Services December 2001 - July 2002
Skills
Risk Management, Investments, Employee Benefits, Health Insurance, Health Savings Accounts, Insurance, Disability Insurance, Strategic Planning, Telehealth, Fixed Annuities, Sales, Long-term Care, Retirement Planning, Life Insurance
Education
University of North Carolina at Charlotte 1997 — 2001
Communications
UNC Greensboro 1997 — 1998
OneShare Investments February 2006 - January 2009
INTELLECTUAL VELOCITY, LLC April 1998 - December 2002
CORELINK/CHANDLER/BURDT April 1993 - March 1998
TRANSAMERICA FUND MANAGEMENT December 1991 - April 1993
BANK OF AMERICA, Investment Services February 1991 - December 1991
GRIFFIN FINANCIAL SERVICES October 1985 - February 1991
Skills
Asset Management, Portfolio Management, Investments, Training
Education
California State University-Los Angeles
Bachelor's Degree, Business/Finance
Pasadena City College
Associate's Degree, Business Management/Marketing
USC/College of Denver
Certified Financial Planner Designation
Bank of America Investment Services Financial Advisor/ V.P. InvestmentsWachovia SecuritiesJuly 2001 - October 2006
Education
Wisconsin School of Professional Psychology 1990 — 1994
Time Warner Cable January 2015 - Present
Time Warner Cable January 2014 - December 2014
Time Warner Cable September 2011 - December 2013
Time Warner Cable January 2011 - September 2011
ACC Investments LLC June 2006 - December 2010
Bank of America Investment Services 2002 - 2006
Gateway Bank 2000 - 2002
Education
North Carolina State University - College of Management 1994 — 1998
BS, Economics, Finance, Business & Management
Ravenscroft School 1992 — 1994
Broughton 1990 — 1992
The Blue Orchid March 2014 - Present
Ameriprise Financial Services November 2013 - February 2014
Northwestern Mutual March 2012 - November 2013
Baystate Financial July 2011 - November 2011
Waddell & Reed December 2009 - June 2010
Deutsche Bank June 2009 - September 2009
Bank of America Investment Services February 2004 - February 2008
Skills
Office Management, Superior Client Service, Phone Etiquette, Microsoft Excel, Investments, Securities, Mutual Funds, MS Office, Trading, Operations Management, Writing, Time Management, Equities, Equity Research, ACATS, Wiring Funds, Executive Level..., Series 7, Series 63, Series 66, Life Accident and Health, Insurance
Education
Rittners School of Floral Design 1979 — 1979
Certificate in Floral Design
University of Massachusetts, Amherst 1974 — 1977
Bachelor's Degree, German Studies (1974-1977) Attended
Girls Latin School 1967 — 1973
High School, College Preparatory
Conferre Solutions December 2009 - Present
Charles Schwab 2002 - April 2009
Charles Schwab 1999 - 2002
Bank of America Investment Services 1995 - 1999
Skills
Mergers, Financial Services, Account Reconciliation
Education
Arizona State University 1986 — 1990
BS, Finance
Edward Jones July 2009 - Present
Bank of America Investment Services January 2007 - April 2009
Union Bank August 2002 - December 2006
Skills
Certified Financial..., Finance, Financial Advisory, Financial Planners, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Wealth
Education
Kansas State University 2010 — 2013
Master's degree, Financial Planning
UCLA Extension 2008 — 2009
Personal Financial Planning, Financial Planning and Services
California State Polytechnic University-Pomona 2002 — 2006
Finance, Real Estate, Business Law, Business Administration
Ameriprise Financial Services October 2004 - Present
WM Financial Services September 1998 - October 2004
Caffey Trading April 1997 - December 1998
Merril Lynch May 1995 - April 1996
Bank of America Investment Services October 1991 - April 1995
Education
The University of Texas at Austin 1984 — 1989
Economics, Finance
Sam Rayburn
Marsh & McLennan Companies April 2015 - Present
Marsh & McLennan Companies, Inc. August 2011 - April 2015
Bank of America Investment Services June 2009 - August 2009
Skills
Financial Modeling, Excel, Valuation, Financial Analysis, Risk Management, Data Analysis, Policy Analysis, Contract Negotiation, Risk Assessment, Analysis, Due Diligence, Finance, Customer Service
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance, Accounting
Bank of America November 2009 - December 2009
CVS Pharmacy September 2009 - October 2009
Bank of America Investment Services November 2006 - February 2009
Citizens Automobile Finance January 2005 - December 2005
Rhode Island College January 2001 - April 2004
Skills
Access, Windows, Troubleshooting, HTML, SQL, System Administration, Windows Server, Microsoft Office, Visual Basic, Customer Service, C++, Unix, Management, Team Building, Training
Education
Rhode Island College 1998 — 2004
BS, Computer Information Systems
Noe Valley Law Offices CareTaker Services March 2006 - Present
Scavenger Collectibles September 2000 - Present
Family Owned Business January 1998 - Present
The Noe Vally Law Offices May 1986 - Present
Gomes and Associates February 2007 - October 2009
GreyHound March 2009 - June 2009
Nordstrom August 1992 - February 2001
Bank of America Investment Services January 1996 - January 2000
Aegis Mortgage Acceleration Corp January 1994 - January 1996
Wells Fargo Bank January 1992 - January 1994
Education
City College of San Francisco
San Francisco State University
San Francisco State University attaining my Bacholor of Science
BusinessHR Management & DAI 'Architectural Renovations Environmental Design
Miami Breast Inst. & Radiology Assoc. of S. Miami MRI August 2008 - Present
Wachovia Securities, LLC July 2001 - November 2007
Bank of America Investment Services January 1991 - June 2001
Skills
Healthcare Information..., Managed Care, Healthcare, Medicare, Leadership, Strategic Planning, Healthcare Management
Education
University of Miami
Bachelor of Business Administration (BBA), International Finance amd Marketing
Compensation Systems NW 2012 - 2014
StanCorp Financial Group 2009 - 2011
Self 2005 - 2009
SunGard Institutional Brokerage June 2000 - September 2004
Bank of America Investment Services January 1991 - November 1999
Skills
Investments, Retirement Planning, Financial Analysis, Mutual Funds, Strategic Financial..., Banking, Equities, Portfolio Management, Credit, Wealth Management, Securities, Retirement, Insurance, Risk Management, Electronic Trading, Trading Systems, ETFs, Fixed Income, RFP Generation, Account Management
Education
University of Oregon 1984 — 1988
Economics
Poway High School 1980 — 1984