Bank of America Investments
Bank of America Investments 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 Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bank of America Investments Salaries. You can even request information on how much does Bank of America Investments pay if you want to. Learn about salaries, pros and cons of working for Bank of America Investments 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!
38 Bank of America Investments employees in database. Find out everything there's to know about Bank of America Investments 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 Investments Employees
Employee
Years
Job
Industry
MARIANNE CICALA MARIANNE CICALA's Bank of America Investments Experience 2007 - 2010
Job Owner, Twigs & Berries, Inc Garden Center; Cricket's Cove Organic Orchard and The Backroads Market
Industry Financial Services
Experience
Twigs and Berries, Inc 2011 - Present
South Side VA, SET 2012 - 2013
Bank Of America Investments 2007 - 2010
Smith Barney 1993 - 2007
Skills
Entrepreneurship, Asset Management, Series 7, Leadership, Series 63, Series 65, Strategic Financial..., Investments, Wealth Management, Marketing, FINRA, Mutual Funds, Series 9 & 10,...
Education
Oregon State University
Advanced Permaculture Practicum
Oregon State University
Permaculture Design Certification
Academy Of Arts
Twigs and Berries, Inc 2011 - Present
South Side VA, SET 2012 - 2013
Bank Of America Investments 2007 - 2010
Smith Barney 1993 - 2007
Skills
Entrepreneurship, Asset Management, Series 7, Leadership, Series 63, Series 65, Strategic Financial..., Investments, Wealth Management, Marketing, FINRA, Mutual Funds, Series 9 & 10,...
Education
Oregon State University
Advanced Permaculture Practicum
Oregon State University
Permaculture Design Certification
Academy Of Arts
Rebecca Nowak Rebecca Nowak's Bank of America Investments Experience 2005 - 2006
Job Senior Recruiting Specialist at CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC
Industry Financial Services
Experience
CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC September 2013 - Present
Medical Solutions, LLC (Formerly On Assignment) March 2011 - September 2013
LPL Financial 2007 - 2011
Merrill Lynch 2006 - 2007
Bank of America Investments 2005 - 2006
Skills
Account Management, Recruiting, Applicant Tracking..., Staffing Services, Cold Calling, Talent Acquisition, Contract Negotiation, Temporary Staffing, Sales, Customer Service, New Business Development, Risk Management, Series 7, Management, Sales Process, Sales Management, Salesforce.com, Technical Recruiting, Investments, Finance, Financial Services, Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
CUSO Financial Services, L.P. & Sorrento Pacific Financial, LLC September 2013 - Present
Medical Solutions, LLC (Formerly On Assignment) March 2011 - September 2013
LPL Financial 2007 - 2011
Merrill Lynch 2006 - 2007
Bank of America Investments 2005 - 2006
Skills
Account Management, Recruiting, Applicant Tracking..., Staffing Services, Cold Calling, Talent Acquisition, Contract Negotiation, Temporary Staffing, Sales, Customer Service, New Business Development, Risk Management, Series 7, Management, Sales Process, Sales Management, Salesforce.com, Technical Recruiting, Investments, Finance, Financial Services, Banking
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Economics
Qasim Jamal Qasim Jamal's Bank of America Investments Experience June 2008 - August 2008
Job Account Manager
Industry Financial Services
Experience
bswift August 2015 - Present
Forsythe Technology October 2014 - August 2015
Mercer January 2014 - October 2014
Mercer March 2012 - October 2014
Allstate Insurance Agency - SJA Enterprises May 2011 - March 2012
Aon Hewitt March 2010 - May 2011
Bank of America October 2007 - February 2010
Bank of America Investments June 2008 - August 2008
Skills
Insurance, Financial Analysis, Customer Relations, Financial Services, Portfolio Management, Mutual Funds, Securities, Pensions, Banking, Risk Management, Strategic Financial..., Investments, Financial Modeling, Credit, Analysis, Bonds, Business Analysis, Financial Reporting, Investment Strategies, Corporate Finance, Accounting, Economics, Forecasting, Forex, Trading, Electronic Trading, Foreign Exchange, Customer Service, Employee Benefits, Finance, Asset Management, Relationship Management, Credit Analysis, Financial Risk, Wealth Management, Asset Allocation, Defined Benefit, Credit Risk, Equities, Management
Education
DePaul University 2007 — 2009
Bachelors, Finance
bswift August 2015 - Present
Forsythe Technology October 2014 - August 2015
Mercer January 2014 - October 2014
Mercer March 2012 - October 2014
Allstate Insurance Agency - SJA Enterprises May 2011 - March 2012
Aon Hewitt March 2010 - May 2011
Bank of America October 2007 - February 2010
Bank of America Investments June 2008 - August 2008
Skills
Insurance, Financial Analysis, Customer Relations, Financial Services, Portfolio Management, Mutual Funds, Securities, Pensions, Banking, Risk Management, Strategic Financial..., Investments, Financial Modeling, Credit, Analysis, Bonds, Business Analysis, Financial Reporting, Investment Strategies, Corporate Finance, Accounting, Economics, Forecasting, Forex, Trading, Electronic Trading, Foreign Exchange, Customer Service, Employee Benefits, Finance, Asset Management, Relationship Management, Credit Analysis, Financial Risk, Wealth Management, Asset Allocation, Defined Benefit, Credit Risk, Equities, Management
Education
DePaul University 2007 — 2009
Bachelors, Finance
Howard Horowitz Howard Horowitz's Bank of America Investments Experience July 2002 - January 2005
Job Experienced Investment Management Professional and Legal Assistant/Manager of Collections Department
Industry Law Practice
Experience
Stevens and Stevens LLC May 2012 - Present
Wachovia Bank April 2005 - February 2007
Bank of America Investments July 2002 - January 2005
Morgan Stanley May 2000 - July 2002
Morgan Stanley Investment Management 2000 - 2002
J.& W. Seligman February 1987 - January 1994
Skills
Series 7, Wealth Management, Series 63, Strategic Financial..., High Net Worth..., Wealth, Legal Assistant /..., Banking, Sales, Mortgage Lending, Insurance, Investments, Asset Management, Financial Planning, Customer Service
Education
City University of New York-Brooklyn College 1979 — 1987
BA, Economics
Sheepshead Bay High School 1974 — 1978
HS, Liberal Arts and Sciences/Liberal Studies
Stevens and Stevens LLC May 2012 - Present
Wachovia Bank April 2005 - February 2007
Bank of America Investments July 2002 - January 2005
Morgan Stanley May 2000 - July 2002
Morgan Stanley Investment Management 2000 - 2002
J.& W. Seligman February 1987 - January 1994
Skills
Series 7, Wealth Management, Series 63, Strategic Financial..., High Net Worth..., Wealth, Legal Assistant /..., Banking, Sales, Mortgage Lending, Insurance, Investments, Asset Management, Financial Planning, Customer Service
Education
City University of New York-Brooklyn College 1979 — 1987
BA, Economics
Sheepshead Bay High School 1974 — 1978
HS, Liberal Arts and Sciences/Liberal Studies
Hector Garza, CFP® Hector Garza, CFP®'s Bank of America Investments Experience December 2007 - August 2009
Job CERTIFIED FINANCIAL PLANNER™ at Stanford Credit Union / Independent LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Stanford Federal Credit Union June 2014 - Present
Patelco Credit Union available through CUSO Financial Services, L.P. Member FINRA/SIPC November 2010 - June 2014
Bank of America Investments December 2007 - August 2009
Option One Mortgage February 2006 - August 2007
Irwin Home Equity March 2005 - February 2006
Sysmaster Corporation February 2003 - August 2003
Skills
Retirement Planning, Investments, Wealth Management, Insurance, Financial Services, Financial Advisory, Securities, Loans, Strategic Financial..., Series 7, Mortgage Lending, Mutual Funds, Portfolio Management, Credit, Banking, Series 63, Series 65, Asset Allocation, Finance, Risk Management, Wealth, Estate Planning, Investment Advisory, Relationship Management, FINRA, Credit Analysis, Retirement, Investment Strategies, 401k, Financial Risk, Financial Planning
Education
San Jose State University 1996 — 2001
Bachelor of Science (BS), Finance, General
kaplan schweser
LPL Financial June 2014 - Present
Stanford Federal Credit Union June 2014 - Present
Patelco Credit Union available through CUSO Financial Services, L.P. Member FINRA/SIPC November 2010 - June 2014
Bank of America Investments December 2007 - August 2009
Option One Mortgage February 2006 - August 2007
Irwin Home Equity March 2005 - February 2006
Sysmaster Corporation February 2003 - August 2003
Skills
Retirement Planning, Investments, Wealth Management, Insurance, Financial Services, Financial Advisory, Securities, Loans, Strategic Financial..., Series 7, Mortgage Lending, Mutual Funds, Portfolio Management, Credit, Banking, Series 63, Series 65, Asset Allocation, Finance, Risk Management, Wealth, Estate Planning, Investment Advisory, Relationship Management, FINRA, Credit Analysis, Retirement, Investment Strategies, 401k, Financial Risk, Financial Planning
Education
San Jose State University 1996 — 2001
Bachelor of Science (BS), Finance, General
kaplan schweser
Monique D (English) Kirton, MBA, CSM Monique D (English) Kirton, MBA, CSM's Bank of America Investments Experience April 2008 - June 2012
Job Infrastructure PM at ADP
Industry Information Technology and Services
Experience
ADP January 2015 - Present
CGI June 2012 - May 2014
CGI June 2012 - June 2013
Bank of America Investments April 2008 - June 2012
CDI Global Staffing Services January 2008 - April 2008
Equant October 1998 - June 2004
Skills
SDLC, PMP, PMO, Vendor Management, Strategic Planning, Business Analysis, Visio, Project Portfolio..., Call Center, MS Project, Program Management, Software Project..., Testing, IT Strategy, Security, Data Warehousing, Project Management, Quality Assurance, Call Centers, Leadership, Telecommunications, Analysis, Oracle, Management, Certified Scrum Master..., Integration, Six Sigma, Business Process..., Business Process, Requirements Gathering, Requirements Analysis, Microsoft Project
Education
Keller Graduate School of Management 2001 — 2004
MBA, Project Management
City University of New York-Baruch College 1995 — 1997
BS, Management Information Systems
City University of New York - Medgar Evers College 1992 — 1995
AAS, Computer Applications
ADP January 2015 - Present
CGI June 2012 - May 2014
CGI June 2012 - June 2013
Bank of America Investments April 2008 - June 2012
CDI Global Staffing Services January 2008 - April 2008
Equant October 1998 - June 2004
Skills
SDLC, PMP, PMO, Vendor Management, Strategic Planning, Business Analysis, Visio, Project Portfolio..., Call Center, MS Project, Program Management, Software Project..., Testing, IT Strategy, Security, Data Warehousing, Project Management, Quality Assurance, Call Centers, Leadership, Telecommunications, Analysis, Oracle, Management, Certified Scrum Master..., Integration, Six Sigma, Business Process..., Business Process, Requirements Gathering, Requirements Analysis, Microsoft Project
Education
Keller Graduate School of Management 2001 — 2004
MBA, Project Management
City University of New York-Baruch College 1995 — 1997
BS, Management Information Systems
City University of New York - Medgar Evers College 1992 — 1995
AAS, Computer Applications
Bryan Orcutt Bryan Orcutt's Bank of America Investments Experience February 1999 - September 2005
Job Realtor at Nathan Clark & Associates
Industry Real Estate
Experience
Nathan Clark & Associates March 2014 - Present
Re/Max Real Estate Center December 2010 - March 2014
ZipRealty June 2009 - December 2010
The Mergis Group August 2008 - March 2009
AccountPros - A Vedior North America Company 2005 - August 2008
Bank of America Investments February 1999 - September 2005
SURETRADE.COM 1999 - 2005
Skills
Real Estate, Short Sales, Property Management, REO, Foreclosures, Marketing, Listings, Single Family Homes, Investment Properties, Sales, Residential Homes, Condos, Negotiation, Real Estate Transactions, Investors, First Time Home Buyers, Asset Managment, Commercial Real Estate, Relocation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1998
Bachelor of Arts, Finance
University of Massachusetts, Amherst 1995 — 1998
Bachelors, Finance
Nathan Clark & Associates March 2014 - Present
Re/Max Real Estate Center December 2010 - March 2014
ZipRealty June 2009 - December 2010
The Mergis Group August 2008 - March 2009
AccountPros - A Vedior North America Company 2005 - August 2008
Bank of America Investments February 1999 - September 2005
SURETRADE.COM 1999 - 2005
Skills
Real Estate, Short Sales, Property Management, REO, Foreclosures, Marketing, Listings, Single Family Homes, Investment Properties, Sales, Residential Homes, Condos, Negotiation, Real Estate Transactions, Investors, First Time Home Buyers, Asset Managment, Commercial Real Estate, Relocation
Education
University of Massachusetts at Amherst - Isenberg School of Management 1995 — 1998
Bachelor of Arts, Finance
University of Massachusetts, Amherst 1995 — 1998
Bachelors, Finance
Robert Corvino's Bank of America Investments Experience April 2006 - 2008
Job General securities trader Signator Investors
Industry Banking
Experience
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2010 - Present
Bank of America September 2008 - February 2010
Bank of America Investments April 2006 - 2008
UBS June 2005 - June 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Financial Planning, Fixed Income, Securities, Options, Customer Service, Trading, Credit, FINRA, Business Development, Asset Managment, Asset Allocation
Education
Fitchburg State University 1991 — 1994
bs, economics
Signature Financial Partners, LLC a member of John Hancock Financial Network March 2010 - Present
Bank of America September 2008 - February 2010
Bank of America Investments April 2006 - 2008
UBS June 2005 - June 2006
Skills
Series 7, Investments, Wealth Management, Mutual Funds, Equities, Series 63, Insurance, Financial Analysis, Retirement Planning, Customer Relations, Asset Management, Financial Planning, Fixed Income, Securities, Options, Customer Service, Trading, Credit, FINRA, Business Development, Asset Managment, Asset Allocation
Education
Fitchburg State University 1991 — 1994
bs, economics
Margaret Szala's Bank of America Investments Experience October 2008 - October 2009
Job Senior Registered Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2011 - Present
Merrill Lynch October 2009 - August 2011
Bank of America Investments October 2008 - October 2009
Education
National Louis University 2000 — 2004
BA, Business
I LO W Rzeszowie, Poland 1995 — 1999
Biology/ Chemistry
Wells Fargo Advisors LLC August 2011 - Present
Merrill Lynch October 2009 - August 2011
Bank of America Investments October 2008 - October 2009
Education
National Louis University 2000 — 2004
BA, Business
I LO W Rzeszowie, Poland 1995 — 1999
Biology/ Chemistry
Rita Chehoeva-Head Rita Chehoeva-Head's Bank of America Investments Experience January 2001 - May 2008
Job Consulting Group Registered Associate/ Financial Planning Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
Rita Chehoeva Sole Proprietor/music September 1995 - Present
FINRA - Financial Industry Regulatory Authority; F/K/A NASD November 2008 - October 2012
Bank of America Investments January 2001 - May 2008
Bank of America, Premier Banking & Investments, GWIM - Global Wealth Management Division October 1999 - May 2008
Bank of America October 1997 - October 1999
Skills
Series 7
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
Master's degree, Business/IT
Morgan Stanley Wealth Management October 2012 - Present
Rita Chehoeva Sole Proprietor/music September 1995 - Present
FINRA - Financial Industry Regulatory Authority; F/K/A NASD November 2008 - October 2012
Bank of America Investments January 2001 - May 2008
Bank of America, Premier Banking & Investments, GWIM - Global Wealth Management Division October 1999 - May 2008
Bank of America October 1997 - October 1999
Skills
Series 7
Education
The Johns Hopkins University - Carey Business School 2001 — 2003
Master's degree, Business/IT
David Giancola David Giancola's Bank of America Investments Experience April 2007 - April 2011
Job Director, National Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Merrill Edge September 2013 - Present
Merrill Edge August 2011 - September 2013
Bank of America Investments April 2007 - April 2011
SunTrust Investment Services 2006 - 2007
SunTrust Investment Services 2004 - 2006
SunTrust Investment Services 2003 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1996 - 1999
Dean Witter 1994 - 1995
Education
University of Vermont
B.A., Political Science/Economics
Texas A&M University
Ella Voloshenenko Ella Voloshenenko's Bank of America Investments Experience June 1999 - September 2000
Job Lead Programmer Analyst at CME Group
Industry Financial Services
Experience
CME Group September 2003 - Present
Chicago Mercantile Exchange, Inc. September 2003 - Present
CME Group/Chicago Mercantile Exchange Inc. September 2003 - Present
Saecos September 2000 - September 2001
Bank of America Investments June 1999 - September 2000
The Option Clearing Corporation April 1998 - June 1999
CCH, a Wolters Kluwer business April 1996 - May 1998
CNA Insurance January 1996 - April 1996
The Nielsen Company October 1994 - December 1995
Newark Electronics April 1992 - October 1994
Skills
.Net programming, Database design, Data Analysis/Modeling, C#, Microsoft SQL Server, OOD, OOP, XML, Database Design, C++, UML, .NET, Databases, Software Development, Unix, Object Oriented Design, SOA, Business Analysis, Agile Methodologies, Web Services, Requirements Analysis, Enterprise Architecture, SQL, Integration, Testing, Visual Studio, Oracle, SDLC, Java, Web Applications, Architectures, Systems Analysis, Programming, Software Documentation, Quality Assurance, Requirements Gathering
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1981 — 1987
MS, Applied Math & Computer Science
Российский Государственный Университет Нефти и Газа им. И.М. Губкина (бывшая Московская Государственная Академия Нефти и Газа) 1981 — 1987
MS, Applied Math & Computer Science
Orenburg Music college, Russia 1978 — 1979
Fortepiano
Оренбургский музыкальный колледж ОГИИ 1978 — 1979
Fortepiano
CME Group September 2003 - Present
Chicago Mercantile Exchange, Inc. September 2003 - Present
CME Group/Chicago Mercantile Exchange Inc. September 2003 - Present
Saecos September 2000 - September 2001
Bank of America Investments June 1999 - September 2000
The Option Clearing Corporation April 1998 - June 1999
CCH, a Wolters Kluwer business April 1996 - May 1998
CNA Insurance January 1996 - April 1996
The Nielsen Company October 1994 - December 1995
Newark Electronics April 1992 - October 1994
Skills
.Net programming, Database design, Data Analysis/Modeling, C#, Microsoft SQL Server, OOD, OOP, XML, Database Design, C++, UML, .NET, Databases, Software Development, Unix, Object Oriented Design, SOA, Business Analysis, Agile Methodologies, Web Services, Requirements Analysis, Enterprise Architecture, SQL, Integration, Testing, Visual Studio, Oracle, SDLC, Java, Web Applications, Architectures, Systems Analysis, Programming, Software Documentation, Quality Assurance, Requirements Gathering
Education
Gubkin Russian State University of Oil and Gas (former Moscow State Academy of Oil and Gas) 1981 — 1987
MS, Applied Math & Computer Science
Российский Государственный Университет Нефти и Газа им. И.М. Губкина (бывшая Московская Государственная Академия Нефти и Газа) 1981 — 1987
MS, Applied Math & Computer Science
Orenburg Music college, Russia 1978 — 1979
Fortepiano
Оренбургский музыкальный колледж ОГИИ 1978 — 1979
Fortepiano
Nancy McElroy Nancy McElroy's Bank of America Investments Experience March 1992 - December 2002
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2010 - Present
Morgan Stanley Investment Management December 2002 - September 2010
Bank of America Investments March 1992 - December 2002
Skills
Investments, Finance, Financial Advisory, Retirement, Bonds, Fixed Annuities, Fixed Income, Equities
Education
University of Missouri-Saint Louis 1984 — 1989
Bachelor's, Business-Finance
University of Florida 1979 — 1983
Journalism
Wells Fargo Advisors September 2010 - Present
Morgan Stanley Investment Management December 2002 - September 2010
Bank of America Investments March 1992 - December 2002
Skills
Investments, Finance, Financial Advisory, Retirement, Bonds, Fixed Annuities, Fixed Income, Equities
Education
University of Missouri-Saint Louis 1984 — 1989
Bachelor's, Business-Finance
University of Florida 1979 — 1983
Journalism
Vincent Monaco's Bank of America Investments Experience November 2004 - November 2005
Job SENIOR LOAN OFFICER @ HOME POINT FINANCIAL
Industry Financial Services
Experience
Home Point Financial January 2015 - Present
HSBC Private Bank November 2012 - 2014
VALIC Financial Advisors 2010 - November 2012
PennMutual Life Insurance 2009 - 2010
TD Bank Wealth Management 2007 - 2009
Perri Funding Corp November 2005 - September 2007
Bank of America Investments November 2004 - November 2005
David Lerner Associates February 2001 - November 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Annuities, Mutual Funds, Asset Allocation, Investment Products, Financial Planning, Retirement, Wealth Management, Securities, Fixed Annuities, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Marketing
Home Point Financial January 2015 - Present
HSBC Private Bank November 2012 - 2014
VALIC Financial Advisors 2010 - November 2012
PennMutual Life Insurance 2009 - 2010
TD Bank Wealth Management 2007 - 2009
Perri Funding Corp November 2005 - September 2007
Bank of America Investments November 2004 - November 2005
David Lerner Associates February 2001 - November 2004
Skills
Investments, Retirement Planning, Insurance, Series 7, Annuities, Mutual Funds, Asset Allocation, Investment Products, Financial Planning, Retirement, Wealth Management, Securities, Fixed Annuities, Strategic Financial...
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, Marketing
Marty M. Martinez Marty M. Martinez's Bank of America Investments Experience October 2003 - May 2006
Job Financial Professional at Allstate
Industry Financial Services
Experience
Allstate January 2013 - Present
TriCor Financial LLC February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc May 2006 - February 2012
The Wealth Consulting Group May 2006 - December 2008
Bank of America Investments October 2003 - May 2006
Wells Fargo Investments August 2002 - October 2003
Merrill Lynch July 1999 - August 2002
Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6
Education
University of Nevada-Las Vegas - College of Business 1996 — 1999
Bachelor of Science in Business Administration, Finance
Chaparral High School
Honors
Allstate January 2013 - Present
TriCor Financial LLC February 2012 - January 2013
Mass Mutual Financial Group / MML Investors Services, Inc May 2006 - February 2012
The Wealth Consulting Group May 2006 - December 2008
Bank of America Investments October 2003 - May 2006
Wells Fargo Investments August 2002 - October 2003
Merrill Lynch July 1999 - August 2002
Skills
401k, Alternative Investments, IRAs, Investment Advisory, Investment Strategies, Life Insurance, Securities, Fixed Annuities, Wealth Management, Disability Insurance, Investments, Wealth Management..., Series 6
Education
University of Nevada-Las Vegas - College of Business 1996 — 1999
Bachelor of Science in Business Administration, Finance
Chaparral High School
Honors
Kandace Stone Kandace Stone's Bank of America Investments Experience 2002 - 2005
Job Engineering Recruiter
Industry Staffing and Recruiting
Experience
Aerotek September 2014 - Present
Wilkinson and Associates November 2008 - Present
Prudential Carolinas Realty October 2005 - November 2008
Bank of America Investments 2002 - 2005
Skills
Presentation Skills, Marketing Strategy, Relationship Building, Market Analysis, Strategic Sales and..., Business Development, Target Marketing, Analytical Skills, Negotiation and Closing..., Sales, Consultative Selling, Excel, PowerPoint, Outlook, Customer Support, Microsoft Office, Marketing, New Business Development, Leadership, Negotiation, Strategy, Strategic Planning, Selling, Market Research, Microsoft Excel, Investment Properties
Education
North Carolina A&T State University, University of North Carolina at Charlotte 1996 — 1999
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Marketing
Aerotek September 2014 - Present
Wilkinson and Associates November 2008 - Present
Prudential Carolinas Realty October 2005 - November 2008
Bank of America Investments 2002 - 2005
Skills
Presentation Skills, Marketing Strategy, Relationship Building, Market Analysis, Strategic Sales and..., Business Development, Target Marketing, Analytical Skills, Negotiation and Closing..., Sales, Consultative Selling, Excel, PowerPoint, Outlook, Customer Support, Microsoft Office, Marketing, New Business Development, Leadership, Negotiation, Strategy, Strategic Planning, Selling, Market Research, Microsoft Excel, Investment Properties
Education
North Carolina A&T State University, University of North Carolina at Charlotte 1996 — 1999
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Marketing
Mark C. Soehn's Bank of America Investments Experience 1993 - 2000
Job CoFounder I Principal at Financial Solutions Advisory Group, Inc.
Industry Investment Management
Experience
Financial Solutions Advisory Group, Inc. 2003 - Present
Northern Trust Global Investments 2000 - 2003
Bank of America Investments 1993 - 2000
Education
Indiana University Bloomington 1990 — 1993
BA, Economics
Financial Solutions Advisory Group, Inc. 2003 - Present
Northern Trust Global Investments 2000 - 2003
Bank of America Investments 1993 - 2000
Education
Indiana University Bloomington 1990 — 1993
BA, Economics
Terrence Banks, Security+ CE Terrence Banks, Security+ CE's Bank of America Investments Experience February 2000 - July 2001
Job Business Security Analyst @ BCBSNC
Industry Information Technology and Services
Experience
Blue Cross and Blue Shield of North Carolina July 2015 - Present
IBM April 2013 - Present
IBM October 2011 - Present
Credit Suisse November 2005 - December 2008
JP Morgan Chase January 2005 - October 2005
JP Morgan Chase December 2003 - January 2005
M&T Bank April 2002 - October 2003
Bank of America Investments February 2000 - July 2001
Vanguard Group September 1997 - February 2000
Skills
Visio, Vendor Management, SDLC, Integration, Security, Project Management, Disaster Recovery, User Acceptance Testing
Education
Capella University 2009 — 2011
Masters, Information Assurance and Security
Delaware State University
Bachelor of Science, Marketing
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wilmington University
Masters, Information Systems Technologies
Blue Cross and Blue Shield of North Carolina July 2015 - Present
IBM April 2013 - Present
IBM October 2011 - Present
Credit Suisse November 2005 - December 2008
JP Morgan Chase January 2005 - October 2005
JP Morgan Chase December 2003 - January 2005
M&T Bank April 2002 - October 2003
Bank of America Investments February 2000 - July 2001
Vanguard Group September 1997 - February 2000
Skills
Visio, Vendor Management, SDLC, Integration, Security, Project Management, Disaster Recovery, User Acceptance Testing
Education
Capella University 2009 — 2011
Masters, Information Assurance and Security
Delaware State University
Bachelor of Science, Marketing
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wake Technical Community College
Wilmington University
Masters, Information Systems Technologies
Darren Linder Darren Linder's Bank of America Investments Experience July 2003 - August 2004
Job Senior Business Systems Analyst at Columbia Management
Industry Financial Services
Experience
Columbia Management June 2010 - Present
Columbia Management February 2006 - June 2010
Columbia Management December 2005 - February 2006
Columbia Management January 2005 - December 2005
Columbia Management August 2004 - January 2005
Bank of America Investments July 2003 - August 2004
Columbia Management June 2002 - July 2003
Columbia Management November 2000 - June 2002
Boston History Collaborative January 1999 - August 2000
Massachusetts Historical Society June 1996 - June 1997
Education
Northeastern University
Bachelor of Arts and Sciences, History and Anthropology
Columbia Management June 2010 - Present
Columbia Management February 2006 - June 2010
Columbia Management December 2005 - February 2006
Columbia Management January 2005 - December 2005
Columbia Management August 2004 - January 2005
Bank of America Investments July 2003 - August 2004
Columbia Management June 2002 - July 2003
Columbia Management November 2000 - June 2002
Boston History Collaborative January 1999 - August 2000
Massachusetts Historical Society June 1996 - June 1997
Education
Northeastern University
Bachelor of Arts and Sciences, History and Anthropology
Kara Ruecker Kara Ruecker's Bank of America Investments Experience January 2004 - November 2005
Job Manager, State & Local Government Relations (Western Region) at Darden
Industry Government Relations
Experience
Darden January 2015 - Present
Wine Institute October 2012 - January 2015
Oregon Winegrowers Association / Oregon Wine Board December 2011 - September 2012
Oregon Restaurant and Lodging Association January 2008 - December 2011
VTM, Inc. November 2005 - December 2007
Bank of America Investments January 2004 - November 2005
Bank of America March 1999 - July 2004
Skills
Public Relations, Marketing, Event Management, Event Planning, Market Research, Social Media, Marketing Communications, Social Media Marketing, Budgets, Direct Marketing, Public Speaking, Fundraising, Management, Media Relations, Press Releases, Advertising, Strategic Planning, Customer Service, Non-profits, Marketing Strategy, Sponsorship, Sales, Project Management, Business Development, Wine, Strategic Partnerships, Copywriting, Policy, Public Policy
Education
University of Oregon 1999 — 2003
Bachelors, Journalism & Communications
Churchill 1995 — 1999
Darden January 2015 - Present
Wine Institute October 2012 - January 2015
Oregon Winegrowers Association / Oregon Wine Board December 2011 - September 2012
Oregon Restaurant and Lodging Association January 2008 - December 2011
VTM, Inc. November 2005 - December 2007
Bank of America Investments January 2004 - November 2005
Bank of America March 1999 - July 2004
Skills
Public Relations, Marketing, Event Management, Event Planning, Market Research, Social Media, Marketing Communications, Social Media Marketing, Budgets, Direct Marketing, Public Speaking, Fundraising, Management, Media Relations, Press Releases, Advertising, Strategic Planning, Customer Service, Non-profits, Marketing Strategy, Sponsorship, Sales, Project Management, Business Development, Wine, Strategic Partnerships, Copywriting, Policy, Public Policy
Education
University of Oregon 1999 — 2003
Bachelors, Journalism & Communications
Churchill 1995 — 1999
Patrick Durall Patrick Durall's Bank of America Investments Experience 1987 - 1996
Job CEO, Laserbeam Software
Industry Information Technology and Services
Experience
Laserbeam Software 2008 - Present
Hewitt Associates 2004 - 2008
Exult 2000 - 2004
Bank of America 1996 - 2001
Army Reserves 1980 - 2000
Bank of America Investments 1987 - 1996
Skills
HRIS, Deferred Compensation, Human Resources, Management, Integration, Business Process, Project Management, Business Development, Software Development, Salary, Compensation & Benefit, Performance Appraisal, Web Development, Outsourcing, SaaS, Vendor Management, Performance Management, Business Process..., Process Improvement, Program Management, BPO, SDLC
Education
Auburn University 1981 — 1984
Laserbeam Software 2008 - Present
Hewitt Associates 2004 - 2008
Exult 2000 - 2004
Bank of America 1996 - 2001
Army Reserves 1980 - 2000
Bank of America Investments 1987 - 1996
Skills
HRIS, Deferred Compensation, Human Resources, Management, Integration, Business Process, Project Management, Business Development, Software Development, Salary, Compensation & Benefit, Performance Appraisal, Web Development, Outsourcing, SaaS, Vendor Management, Performance Management, Business Process..., Process Improvement, Program Management, BPO, SDLC
Education
Auburn University 1981 — 1984
Joe Wilbur, PMP Joe Wilbur, PMP's Bank of America Investments Experience July 1994 - December 2000
Job Retired
Industry Information Technology and Services
Experience
Retired and enjoying time to pursue personal interests and family February 2015 - September 2015
HP January 2001 - January 2011
Hewlett-Packard January 2001 - January 2011
Bank of America Investments July 1994 - December 2000
Digital Equipment Corp November 1977 - June 1994
Skills
PMO, Leadership, PMP, Disaster Recovery, Program Management, Project Portfolio..., Process Improvement, Account Management, International, Team Leadership, IT Strategy, Outsourcing, Business Process..., Global Delivery, Managed Services, Information Technology, Business Analysis, Project Delivery, Government, Management, IT Management, IT Service Management, Customer Service
Education
National Louis University 1990 — 1994
MS, Business Management
National-Louis University 1990 — 1994
BACHELOR OF ARTS, MANAGEMENT
The George Washington University
Master's Certification, Project / Program Management
Retired and enjoying time to pursue personal interests and family February 2015 - September 2015
HP January 2001 - January 2011
Hewlett-Packard January 2001 - January 2011
Bank of America Investments July 1994 - December 2000
Digital Equipment Corp November 1977 - June 1994
Skills
PMO, Leadership, PMP, Disaster Recovery, Program Management, Project Portfolio..., Process Improvement, Account Management, International, Team Leadership, IT Strategy, Outsourcing, Business Process..., Global Delivery, Managed Services, Information Technology, Business Analysis, Project Delivery, Government, Management, IT Management, IT Service Management, Customer Service
Education
National Louis University 1990 — 1994
MS, Business Management
National-Louis University 1990 — 1994
BACHELOR OF ARTS, MANAGEMENT
The George Washington University
Master's Certification, Project / Program Management
Craig W. Beauregard Craig W. Beauregard's Bank of America Investments Experience April 2006 - July 2008
Job Branch Office Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Fidelity Investments December 2011 - Present
Merrill Edge October 2010 - December 2011
Bank of America March 2009 - December 2011
Bank of America July 2008 - March 2009
Bank of America Investments April 2006 - July 2008
Bank of America Investments March 2005 - April 2006
Bank of America Investments August 2003 - March 2005
Bank of America Investments May 2000 - August 2003
TD Ameritrade (formerly TD Waterhouse Securities) 1996 - 2000
Skills
Investments, Financial Services, Coaching, Call Centers, Sales Management, Mortgage Lending, Sales Performance, Business Process Design, Call Center Development, Talent Development, Wealth Management, Customer Experience, Team Building, Operational Risk..., Analytics, Training & Development, Staff Mentoring, Incentive Programs, Retirement Services, Call Center, Sales Recruitment, Customer Service, Client Services, Personnel Recruiting, Team Motivator, Value Proposition..., Project Execution, Sales Improvement, Employee Hiring
Education
Bryant University 2002 — 2006
M.B.A, Finance
Suffolk University 1990 — 1994
B.A, Finance / Marketing
Fidelity Investments June 2013 - Present
Fidelity Investments December 2011 - Present
Merrill Edge October 2010 - December 2011
Bank of America March 2009 - December 2011
Bank of America July 2008 - March 2009
Bank of America Investments April 2006 - July 2008
Bank of America Investments March 2005 - April 2006
Bank of America Investments August 2003 - March 2005
Bank of America Investments May 2000 - August 2003
TD Ameritrade (formerly TD Waterhouse Securities) 1996 - 2000
Skills
Investments, Financial Services, Coaching, Call Centers, Sales Management, Mortgage Lending, Sales Performance, Business Process Design, Call Center Development, Talent Development, Wealth Management, Customer Experience, Team Building, Operational Risk..., Analytics, Training & Development, Staff Mentoring, Incentive Programs, Retirement Services, Call Center, Sales Recruitment, Customer Service, Client Services, Personnel Recruiting, Team Motivator, Value Proposition..., Project Execution, Sales Improvement, Employee Hiring
Education
Bryant University 2002 — 2006
M.B.A, Finance
Suffolk University 1990 — 1994
B.A, Finance / Marketing
Dean Vella Dean Vella's Bank of America Investments Experience 2001 - 2004
Job Search Engine Optimization Professional
Industry Marketing and Advertising
Experience
University Alliance/Bisk Education August 2011 - Present
Joint Venture Initiatives, LLC January 2010 - Present
Bisk Education 2011 - 2015
State Farm Insurance March 2008 - January 2010
Self Employed Consultant September 2006 - March 2008
Bank of America Investments 2001 - 2004
City of Orlando 1995 - 1999
Westinghouse Electric Company 1984 - 1994
Westinghouse Electric Company 1984 - 1994
Skills
SEO, YouTube, SEM, Web Analytics, PPC, Google Webmaster Tools, Email Marketing, Online Marketing, Marketing, Affiliate Marketing, Web Marketing, Organic Search, Direct Marketing, Entrepreneurship, Social Networking, Mobile Marketing, Google Analytics, Copywriting, Social Media Marketing, Sales, Management, Web Content Management, Omniture, Blogging, Content Strategy, Link Building, Keyword Research, Social Media
Education
University of San Francisco 2011 — 2012
Masters Certificate Internet Marketing
Florida Southern College 1995 — 1997
BS
University Alliance/Bisk Education August 2011 - Present
Joint Venture Initiatives, LLC January 2010 - Present
Bisk Education 2011 - 2015
State Farm Insurance March 2008 - January 2010
Self Employed Consultant September 2006 - March 2008
Bank of America Investments 2001 - 2004
City of Orlando 1995 - 1999
Westinghouse Electric Company 1984 - 1994
Westinghouse Electric Company 1984 - 1994
Skills
SEO, YouTube, SEM, Web Analytics, PPC, Google Webmaster Tools, Email Marketing, Online Marketing, Marketing, Affiliate Marketing, Web Marketing, Organic Search, Direct Marketing, Entrepreneurship, Social Networking, Mobile Marketing, Google Analytics, Copywriting, Social Media Marketing, Sales, Management, Web Content Management, Omniture, Blogging, Content Strategy, Link Building, Keyword Research, Social Media
Education
University of San Francisco 2011 — 2012
Masters Certificate Internet Marketing
Florida Southern College 1995 — 1997
BS
Andrew Gray, CFP®'s Bank of America Investments Experience October 2006 - August 2007
Job Advisor at Valentine Ventures, LLC
Industry Financial Services
Experience
Valentine Ventures, LLC March 2015 - Present
Durbin Bennett - Private Wealth Management, LLC November 2014 - March 2015
USAA September 2013 - September 2014
USAA May 2008 - August 2013
Fee-Only Financial Planning and Investment Management Firm August 2007 - April 2008
Bank of America Investments October 2006 - August 2007
NetQoS January 2005 - October 2006
Skills
Series 7, Business Development, Retirement, Retirement Planning, Finance, Mutual Funds, Strategic Financial..., Asset Allocation, Wealth Management, Investment Strategies, Securities, Risk Management, Strategy, Portfolio Management, Financial Planners, Investment Management, Asset Management, Investments, Leadership, Life Insurance, Financial Analysis, Financial Modeling, Equities, Strategic Planning, Investment Advisory, Alternative Investments, 401k, Fixed Annuities, Estate Planning, Uniform Combined State..., Financial Advisory, FINRA, Team Leadership, Financial Services, IRAs, Analysis, Insurance, Certified Financial..., Series 63, Wealth Management..., Financial Planning
Education
The University of Texas at Austin 2005 — 2007
Indiana University - Kelley School of Business 1997 — 2001
B.S.
Zionsville High School 1994 — 1997
Valentine Ventures, LLC March 2015 - Present
Durbin Bennett - Private Wealth Management, LLC November 2014 - March 2015
USAA September 2013 - September 2014
USAA May 2008 - August 2013
Fee-Only Financial Planning and Investment Management Firm August 2007 - April 2008
Bank of America Investments October 2006 - August 2007
NetQoS January 2005 - October 2006
Skills
Series 7, Business Development, Retirement, Retirement Planning, Finance, Mutual Funds, Strategic Financial..., Asset Allocation, Wealth Management, Investment Strategies, Securities, Risk Management, Strategy, Portfolio Management, Financial Planners, Investment Management, Asset Management, Investments, Leadership, Life Insurance, Financial Analysis, Financial Modeling, Equities, Strategic Planning, Investment Advisory, Alternative Investments, 401k, Fixed Annuities, Estate Planning, Uniform Combined State..., Financial Advisory, FINRA, Team Leadership, Financial Services, IRAs, Analysis, Insurance, Certified Financial..., Series 63, Wealth Management..., Financial Planning
Education
The University of Texas at Austin 2005 — 2007
Indiana University - Kelley School of Business 1997 — 2001
B.S.
Zionsville High School 1994 — 1997
Gamaliel Michaud's Bank of America Investments Experience 2002 - 2005
Job VALIC
Industry Financial Services
Experience
VALIC Financial Advisors June 2010 - Present
JPMorgan Chase Investments 2005 - 2009
Bank of America Investments 2002 - 2005
Skills
Asset Allocation, Equities, Financial Analysis, Insurance, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities
Education
Andrews University 1989 — 1993
VALIC Financial Advisors June 2010 - Present
JPMorgan Chase Investments 2005 - 2009
Bank of America Investments 2002 - 2005
Skills
Asset Allocation, Equities, Financial Analysis, Insurance, Investment Advisory, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities
Education
Andrews University 1989 — 1993
Erin Casey's Bank of America Investments Experience 1997 - 2006
Job Wells Fargo Securities Compliance
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Erin Casey Consulting, LLC 2010 - 2014
LPL May 2006 - December 2010
Bank of America Investments 1997 - 2006
Skills
Fixed Income, Bonds, Financial Advisory, Trading, Series 63, Securities, Series 7, Series 24, FINRA, Financial Services, Mutual Funds, Alternative Investments, Structured Products, Bloomberg, Investment Advisory, Capital Markets, Product Management
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (MBA)
Franklin & Marshall College 1986 — 1990
BA, Anthropology
Wells Fargo Securities 2014 - Present
Erin Casey Consulting, LLC 2010 - 2014
LPL May 2006 - December 2010
Bank of America Investments 1997 - 2006
Skills
Fixed Income, Bonds, Financial Advisory, Trading, Series 63, Securities, Series 7, Series 24, FINRA, Financial Services, Mutual Funds, Alternative Investments, Structured Products, Bloomberg, Investment Advisory, Capital Markets, Product Management
Education
Wake Forest University - Babcock Graduate School of Management 1998 — 2000
Master of Business Administration (MBA)
Franklin & Marshall College 1986 — 1990
BA, Anthropology
Carlton Harris's Bank of America Investments Experience January 1988 - January 1998
Job Trading Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Wells Fargo Advisors February 2014 - Present
Scottrade March 2005 - October 2013
Scottrade Inc January 2005 - October 2013
First Financial Planners January 2000 - January 2005
Salomon Smith Barney January 1998 - January 2000
Bank of America Investments January 1988 - January 1998
Skills
Expertise in market..., Trading, Series 7, Securities, Management, FINRA, Options, Equity Trading, Portfolio Management, Equities, Series 63, ETFs, Stock Market, Customer Service, Stock Trading, Financial Markets, Bonds, Fixed Income, Financial Accounting, Strategic Financial..., Investments, Mutual Funds, Series 24
Education
Southern Illinois University, Edwardsville 1981 — 1986
BS Mss Commucations Television and Radio
Southern Illinois University, Edwardsville 1981 — 1986
BS Mass Communications, Media
Southern Illinois University At
Bachelor of Science, Mass Communications Television and Radio
Brian Cosmello's Bank of America Investments Experience November 2007 - January 2010
Job Senior Treasury Analyst at PRA International
Industry Pharmaceuticals
Experience
PRA International January 2012 - Present
RBC Bank January 2011 - January 2012
Bank of America Investments November 2007 - January 2010
Banc of America Investments July 2002 - October 2007
AMEX August 2001 - June 2002
J P Morgan September 2000 - August 2001
Skills
Portfolio Management, Equities, Valuation, Investments, Derivatives
Education
University of Pennsylvania 1996 — 2000
Economics
Seton Catholic Central High School 1992 — 1996
PRA International January 2012 - Present
RBC Bank January 2011 - January 2012
Bank of America Investments November 2007 - January 2010
Banc of America Investments July 2002 - October 2007
AMEX August 2001 - June 2002
J P Morgan September 2000 - August 2001
Skills
Portfolio Management, Equities, Valuation, Investments, Derivatives
Education
University of Pennsylvania 1996 — 2000
Economics
Seton Catholic Central High School 1992 — 1996
Dennis Carwile, PMP's Bank of America Investments Experience August 2009 - February 2010
Job Senior Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America February 2010 - Present
Bank of America Investments August 2009 - February 2010
Bank of America December 2008 - July 2009
Bank of America January 2008 - December 2008
Wachovia Bank January 2006 - December 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia/Wells Fargo 1994 - 2007
Wachovia January 2001 - January 2006
First Union 2001 - 2005
Skills
Banking, Project Management, Management, Integration, Software Documentation, Project Planning, Project Portfolio..., Change Management, Strategic Planning, Budgets, Cross-functional Team..., Financial Analysis, Access, Governance, Mergers & Acquisitions, Sales, Six Sigma, Business Requirements, E-commerce, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Business Intelligence, Leadership, Analysis
Education
Radford University 1992 — 1994
MBA, Management
Radford University - College of Business and Economics 1988 — 1992
BBA, Accounting
Bank of America February 2010 - Present
Bank of America Investments August 2009 - February 2010
Bank of America December 2008 - July 2009
Bank of America January 2008 - December 2008
Wachovia Bank January 2006 - December 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia, A Wells Fargo Company 2006 - 2007
Wachovia/Wells Fargo 1994 - 2007
Wachovia January 2001 - January 2006
First Union 2001 - 2005
Skills
Banking, Project Management, Management, Integration, Software Documentation, Project Planning, Project Portfolio..., Change Management, Strategic Planning, Budgets, Cross-functional Team..., Financial Analysis, Access, Governance, Mergers & Acquisitions, Sales, Six Sigma, Business Requirements, E-commerce, Vendor Management, Credit, Risk Management, Program Management, Process Improvement, Business Intelligence, Leadership, Analysis
Education
Radford University 1992 — 1994
MBA, Management
Radford University - College of Business and Economics 1988 — 1992
BBA, Accounting
Melissa Soucheck's Bank of America Investments Experience January 2000 - January 2004
Job ERM, Business Risk & Controls, TIAACREF Life & ATA Products
Industry Financial Services
Experience
TIAA-CREF July 2011 - Present
Wells Fargo December 2009 - May 2011
Bank of America December 2008 - December 2009
TIAA-CREF January 2006 - December 2008
Bank of AmericaVP, February 2004 - December 2005
Bank of America Investments January 2000 - January 2004
Evergreen Investments October 1992 - December 1999
Skills
Project Portfolio..., Banking, SDLC, Vendor Management, Process Improvement, Risk Management, Requirements Gathering, PMO, Business Analysis, Investments, Mutual Funds
Education
North Carolina State University - College of Management 1986 — 1991
Bachelor of Arts, Economics & Finance
North Carolina State University
TIAA-CREF July 2011 - Present
Wells Fargo December 2009 - May 2011
Bank of America December 2008 - December 2009
TIAA-CREF January 2006 - December 2008
Bank of AmericaVP, February 2004 - December 2005
Bank of America Investments January 2000 - January 2004
Evergreen Investments October 1992 - December 1999
Skills
Project Portfolio..., Banking, SDLC, Vendor Management, Process Improvement, Risk Management, Requirements Gathering, PMO, Business Analysis, Investments, Mutual Funds
Education
North Carolina State University - College of Management 1986 — 1991
Bachelor of Arts, Economics & Finance
North Carolina State University
Jeff Wheeler's Bank of America Investments Experience August 2002 - November 2007
Job Partner at New York Life
Industry Insurance
Experience
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
New York Life October 2013 - Present
Waddell & Reed December 2011 - October 2013
Adviser Investments December 2007 - September 2011
Bank of America Investments August 2002 - November 2007
First Union Securities 1998 - 2002
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1998
Rauscher Pierce Refsnes August 1988 - June 1994
Skills
Training, Recruiting, College Recruiting, Financial Recruiting, Hands-on Leadership, Motivational..., Communication, Multi-tasking Skills, Time Management, Thought Leadership
Education
Colby College 1974 — 1978
BA, Government
Salisbury School 1970 — 1974
H.S. diploma
Sean Waters, MBA, CFP ®'s Bank of America Investments Experience June 2006 - March 2009
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2009 - Present
Bank of America Investments June 2006 - March 2009
Skills
Sales, Financial Services, Series 7, Series 9, Series 10, Retirement Planning, Relationship Management, Asset Allocation, Financial Planning, Leadership, Wealth Management
Education
San Francisco State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2002 — 2006
BS, Business/Finance
Fidelity Investments October 2009 - Present
Bank of America Investments June 2006 - March 2009
Skills
Sales, Financial Services, Series 7, Series 9, Series 10, Retirement Planning, Relationship Management, Asset Allocation, Financial Planning, Leadership, Wealth Management
Education
San Francisco State University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Bryant University 2002 — 2006
BS, Business/Finance
Paul Malloy's Bank of America Investments Experience May 2005 - March 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Bank of America Investments May 2005 - March 2015
Morgan Stanley April 1986 - May 2005
Skills
Portfolio Management, Relationship Management, Financial Services, Capital Markets, Investment Banking, Fixed Income, Equities, Investments, Wealth Management, Series 7, Asset Management, Securities
Education
University of Oklahoma 1971 — 1975
Bachelor of Business Administration (B.B.A.), Marketing
Casady School
Morgan Stanley March 2015 - Present
Bank of America Investments May 2005 - March 2015
Morgan Stanley April 1986 - May 2005
Skills
Portfolio Management, Relationship Management, Financial Services, Capital Markets, Investment Banking, Fixed Income, Equities, Investments, Wealth Management, Series 7, Asset Management, Securities
Education
University of Oklahoma 1971 — 1975
Bachelor of Business Administration (B.B.A.), Marketing
Casady School
Pat Craig's Bank of America Investments Experience 2001 - 2006
Job Sales Manager and Insurance Adjuster at Centennial Roofing
Industry Executive Office
Experience
Centennial Roofing May 2011 - Present
Choate USA 2006 - 2010
Bank of America Investments 2001 - 2006
Prudential Investments 1998 - 2001
Skills
Cross-functional Team..., Contract Negotiation, Management, Strategic Planning, Sales Management, Marketing Strategy, Insurance Claim..., Budgets
Education
Texas Tech University 1973 — 1976
B.A., Management
Centennial Roofing May 2011 - Present
Choate USA 2006 - 2010
Bank of America Investments 2001 - 2006
Prudential Investments 1998 - 2001
Skills
Cross-functional Team..., Contract Negotiation, Management, Strategic Planning, Sales Management, Marketing Strategy, Insurance Claim..., Budgets
Education
Texas Tech University 1973 — 1976
B.A., Management