Bank of America Investment Services

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Bank of America Investment Services Employees

Employee
Years
Job
Industry
Nicolle Hudachek Nicolle Hudachek San Francisco Bay Area Details
Nicolle Hudachek's Bank of America Investment Services Experience 2003 - 2004
Job Client Relationship Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
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

Joel Shomaker CFP® PPC™ Joel Shomaker CFP® PPC™ Orange County, California Area Details
Joel Shomaker CFP® PPC™'s Bank of America Investment Services Experience December 2003 - December 2006
Job CERTIFIED FINANCIAL PLANNER™ Professional Retirement Plan Consultant
Industry Financial Services
Experience
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

Ellie Jacobs Ellie Jacobs Saint Louis, Missouri Details
Ellie Jacobs's Bank of America Investment Services Experience 1993 - 2000
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
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

James Lynch James Lynch Greater Chicago Area Details
James Lynch's Bank of America Investment Services Experience 2002 - 2005
Job Branch Manager at David A. Noyes & Co.
Industry Financial Services
Experience
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

Joe Contreras Joe Contreras Beverly Hills, California Details
Joe Contreras's Bank of America Investment Services Experience October 2006 - February 2008
Job Senior Registered Associate at Merrill Lynch
Industry Financial Services
Experience
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

Ricardo Valles Ricardo Valles Greater Boston Area Details
Ricardo Valles's Bank of America Investment Services Experience June 2008 - August 2008
Job International Fund Services Trade Operations Associate at State Street
Industry Investment Management
Experience
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

Grant Fletcher Grant Fletcher Lodi, California Details
Grant Fletcher's Bank of America Investment Services Experience 1990 - 1997
Job CERTIFIED FINANCIAL PLANNER™, Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
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

Scott DeSander Scott DeSander Raleigh-Durham, North Carolina Area Details
Scott DeSander's Bank of America Investment Services Experience 2008 - 2009
Job SALES PROFESSIONAL Inside Sales Account Executive / Business Development / Sales Account Mangement
Industry Consumer Services
Experience
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

Benjamin J Lambert IV Benjamin J Lambert IV Richmond, Virginia Details
Benjamin J Lambert IV's Bank of America Investment Services Experience June 1991 - February 1993
Job Vice President Financial Advisor
Industry Financial Services
Experience
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

Scott W. Doll, CMT Scott W. Doll, CMT Orange County, California Area Details
Scott W. Doll, CMT's Bank of America Investment Services Experience January 1990 - January 1996
Job Owner, Doll Capital Advisors, Inc
Industry Financial Services
Experience
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

Richard Downen Richard Downen Charlotte, North Carolina Area Details
Richard Downen's Bank of America Investment Services Experience 1998 - 2002
Job Consultant at Force Management
Industry Management Consulting
Experience
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

Betsy (Watt) Stumme Betsy (Watt) Stumme Greater San Diego Area Details
Betsy (Watt) Stumme's Bank of America Investment Services Experience 1994 - 1999
Job SVP, Client Experience & Training at LPL Financial
Industry Financial Services
Experience
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

Poppy Davis Poppy Davis San Antonio, Texas Details
Poppy Davis's Bank of America Investment Services Experience 1997 - 2000
Job small business owner
Industry Oil & Energy
Experience
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

Roberta Callahan Roberta Callahan Greater Atlanta Area Details
Roberta Callahan's Bank of America Investment Services Experience 2006 - 2007
Job Executive Assistant to SR VP of Marketing and eCommerce at Carter's | OshKosh B'gosh
Industry Executive Office
Experience
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

Chris Harvie Chris Harvie Richmond, Virginia Details
Chris Harvie's Bank of America Investment Services Experience March 1993 - April 2008
Job Managing Director Investments at Harvie Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

John Stiltner, CFP®, ChFC® John Stiltner, CFP®, ChFC® Columbus, Ohio Area Details
John Stiltner, CFP®, ChFC®'s Bank of America Investment Services Experience January 1998 - April 2004
Job Investment Executive, Vice President at Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Securities  April 2004 - Present
Bank of America Investment Services   January 1998 - April 2004

Education
Morehead State University   1994 — 1997
Business, Finance

Peter J. Peront Peter J. Peront Newport, Rhode Island Details
Peter J. Peront's Bank of America Investment Services Experience January 2000 - January 2006
Job Director of Operations
Industry International Trade and Development
Experience
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

William Staples William Staples Greater Boston Area Details
William Staples's Bank of America Investment Services Experience November 2005 - March 2009
Job Analyst at Blue Cross Blue Shield of Massachusetts
Industry Financial Services
Experience
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

Marie Schoen Marie Schoen Dallas/Fort Worth Area Details
Marie Schoen's Bank of America Investment Services Experience December 2001 - July 2002
Job Director of Sales at Northwestern Benefits
Industry Insurance
Experience
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

Beverley Bonovich Beverley Bonovich San Francisco Bay Area Details
Beverley Bonovich's Bank of America Investment Services Experience February 1991 - December 1991
Job Investment Sales Management, Training, Marketing, Implementations
Industry Investment Management
Experience
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

Mark Vander Veen Mark Vander Veen Baltimore, Maryland Area Details
Mark Vander Veen's Bank of America Investment Services Experience Financial Advisor/ V.P. InvestmentsWachovia SecuritiesJuly 2001 - October 2006
Job Financial Advisor/ V.P. Investments at Bank of America Investment Services
Industry Investment Management
Experience
Bank of America Investment Services   Financial Advisor/ V.P. InvestmentsWachovia SecuritiesJuly 2001 - October 2006

Education
Wisconsin School of Professional Psychology   1990 — 1994

Daniel Sager Daniel Sager Raleigh, North Carolina Details
Daniel Sager's Bank of America Investment Services Experience 2002 - 2006
Job National Sales Account Executive
Industry Telecommunications
Experience
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

Noreen McCluskey Noreen McCluskey Greater Boston Area Details
Noreen McCluskey's Bank of America Investment Services Experience February 2004 - February 2008
Job Registered Investment Professional Seeking New Opportunity
Industry Financial Services
Experience
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

Jay Watts Jay Watts Greater Denver Area Details
Jay Watts's Bank of America Investment Services Experience 1995 - 1999
Job Sr. Consultant at Conferre Solutions
Industry Financial Services
Experience
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

Gor Antashyan, CFP® Gor Antashyan, CFP® Rancho Cucamonga, California Details
Gor Antashyan, CFP®'s Bank of America Investment Services Experience January 2007 - April 2009
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
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

Troy Caffey Troy Caffey Houston, Texas Area Details
Troy Caffey's Bank of America Investment Services Experience October 1991 - April 1995
Job Financial Advisor at Ameriprise Financial Services
Industry Financial Services
Experience
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

Chase Clarey Chase Clarey Houston, Texas Details
Chase Clarey's Bank of America Investment Services Experience June 2009 - August 2009
Job Assistant Vice President
Industry Financial Services
Experience
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

Levent Sak Levent Sak Providence, Rhode Island Area Details
Levent Sak's Bank of America Investment Services Experience November 2006 - February 2009
Job
Industry Computer Software
Experience
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

Jennifer Roddick Jennifer Roddick San Francisco Bay Area Details
Jennifer Roddick's Bank of America Investment Services Experience January 1996 - January 2000
Job Business Professional
Industry Banking
Experience
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

Art Mesa Art Mesa Miami, Florida Details
Art Mesa's Bank of America Investment Services Experience January 1991 - June 2001
Job Executive Director at Miami Breast Inst. & Radiology Assoc. of S. Miami MRI
Industry Hospital & Health Care
Experience
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

Greg Duffy Greg Duffy Portland, Oregon Details
Greg Duffy's Bank of America Investment Services Experience January 1991 - November 1999
Job Financial Services Professional
Industry Financial Services
Experience
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